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Agenda... At a Glance

Generations is a two day event, June 11-12, 2025.

The conference experience extends well beyond the sessions. 

June 11

WEDNESDAY

Generations Day 1

Doors Open at 8am. Programming begin at 9:00am.

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Generations Conference Reception

5- 6:30pm

A cocktail reception hosted on the lawn of the Dubois Center overlooking the Charlotte skyline, featuring live entertainment, lite fare, and spirits. RevTech Labs invites you to celebrate a decade of Generations and the organizations and individuals that have been committed to its success.

... a party you won't want to miss! 

Conference registration is not required to attend. 

VIP Dinners

 

6:30-8pm

Six, ten person dinners will be hosted throughout Uptown Charlotte, showcasing the culinary prowess of the Queen City.

Invitation required to attend.

June 12

THURSDAY

Generations Day 2

Doors Open at 8am. Presentations begin at 9:30am.

RTL "Revvy" Awards Breakfast

 

8-9am

The RTL Awards" Revvys" are delivered annually to deserving individuals and organizations who have actively participated in forwarding the fintech & insurtech innovation ecosystem in the southeast. Award recipients will be announced at the breakfast, and all nominee finalists, their guests, and their nominators are invited to attend.

Individual invitations will be issued. 

 

Full conference participation and attendance is not required to nominate, be nominated, or receive an award. Winners will be decided based on professional merit, selected by a nonpartisan committee.

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June 11

WEDNESDAY

Generations Day 1

Doors Open at 8am. Programming begins at 9:00am.

8:00 AM - 9:00 AM

Registration & Breakfast

9:00 AM - 9:15 AM

Opening Remarks

9:15 AM - 9:55 AM

Keynote

10:00 AM - 10:40 AM

Innovation Talk

AI Everywhere: Ethics, Efficiency, and the Human Touch

AI is woven into every corner of financial services—but how do you scale it responsibly? This session explores applications from compliance to operations, highlighting governance best practices, human-in-the-loop dynamics, and regulatory readiness.

Chris
Lam

Founder & CEO

Epistam.ai

Celestine
Pressley

Executive Partner

Gartner

Ganesh
Harke

Vice President, Technology

Citibank

10:00 AM - 10:40 AM

Workshop

Eliminating Digital Barriers for Overlooked and Underserved Communities

Sloan
Miller

VP Partner Operations

Chax

10:45 AM - 11:25 AM

Innovation Talk

DeFi Meets TradFi: Bridging the New Financial Frontier

Decentralized finance is disrupting traditional models—and creating fresh opportunities for collaboration and competition. Discover how established institutions can engage with DeFi while managing risks, navigating regulation, and rethinking legacy systems.

Elias
Kruger

Data Science Manager, Advanced Analytics and Data Program

Wells Fargo

10:45 AM - 11:25 AM

Innovation Talk

ESG in Action: Purpose-Driven Innovation

As ESG expectations rise, financial institutions are rethinking their impact strategies. This session explores how fintechs and insurtechs are embedding sustainability into products, operations, and data-driven decision-making to align with evolving stakeholder demands.

Sami
Grover

Director, Communication Strategy

thinkPARALAX

Dawn
Rennick

CEO

Piercing Sun Consulting

Niamh
O'Mara

Sr. Director Sustainability Strategy

thinkPARALAX

11:30 AM - 12:20 PM

RevTech Labs Class 22 Founder Showcase

12:00 PM - 1:15 PM

Lunch

1:15 PM - 2:00 PM

RevTech Labs Class 22 Founder Showcase

2:05 PM - 2:45 PM

Workshop

ESG & B Corp Readiness for Fintechs & Insurtechs

Consumers and investors are raising the bar on sustainability. This session explores how fintechs and insurtechs can operationalize ESG principles or prepare for B Corp certification. You’ll leave with tools to align your values with your business model—and turn purpose into performance.

Dawn
Rennick

CEO

Piercing Sun Consulting

2:05 PM - 2:45 PM

Innovation Talk

Design to Win: Smarter CX & GTM for Growth

Explore how fintech and insurtech innovators are using behavioral insights to craft seamless customer experiences and high-impact go-to-market strategies. Learn how to overcome adoption hurdles and accelerate growth with real-world tactics and tools.

Angi
Milano

Founder & CEO

Maven Advisory

Glenn
Murray

Chief Strategy Officer

Dreamfi

Holly
Glowaty

CEO

Unifi Group

Christy
Harner

VP of Marketing

ZwitterCo

2:05 PM - 2:45 PM

Innovation Talk

Rewriting Risk: The New Rules of Underwriting

Underwriting is evolving fast, thanks to advanced data, AI, and cross-sector collaboration. This session dives into how modern underwriting delivers speed, accuracy, and fairness—redefining the experience for both providers and consumers.

Brian
Casey

Partner

Troutman Pepper Locke LLP

Rochelle
Clarke

Managing Director

Sucession Strength

Jared
Calhoun

2:45 PM - 3:00 PM

Break

3:00 PM - 3:40 PM

Go-to-Market, Go-to-Win

Launching is easy—winning is harder. This workshop dives into the essentials of building a go-to-market strategy that aligns with your customers, your product, and your growth goals. Ideal for startups and scaling teams alike, we’ll cover everything from segmentation to rollout tactics.

Angi
Milano

Founder & CEO

Maven Advisory

3:00 PM - 3:40 PM

Innovation Talk

The Data Identity Shift: Smarter, Safer, Seamless

Dive into the evolving world of identity and data innovation, where AI-driven insights meet robust fraud prevention. This session breaks down how to build smarter, more compliant customer strategies through better data use and identity verification.

Babette
Reynolds

Managing Director, Global Financial Crimes Program

Bank of America

Vinay
Goel

CEO

Wald, Inc.

3:45 PM - 4:25 PM

Innovation Talk

Fueling Innovation: Smart Capital for Fintech & Insurtech

From venture trends to alternative capital paths, discover how fintech and insurtech leaders are navigating today’s funding landscape. Learn what investors want, how to pitch, and ways to build lasting, strategic partnerships.

Jack
Benedict

Principal

Thomson Reuters Ventures

Lohita
Chamarti

Investor

RevTech Labs

4:30 PM - 5:00 PM

Dead Bankers Society Debate

4:30 PM - 5:00 PM

Roundtable

Beyond the Buzzword: Real Talk on Digital Transformation

Digital transformation is more than adopting new tech—it’s about evolving mindsets, models, and customer expectations. This collaborative roundtable invites candid conversation about what’s working, what’s not, and how leaders are tackling transformation across legacy systems and fast-moving markets.

Patrick
Gunshenan

CEO

Patrick Gunshenan Consulting

5:00 PM - 7:00 PM

Reception

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