Agenda | Generations
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Mingling

2025 Agenda... 

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

The conference experience extends well beyond the sessions. 

Are you attending? 

June 11

WEDNESDAY

Generations Day 1

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

Day 1: June 11th

8:00 AM - 9:00 AM

Registration & Breakfast

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9:00 AM - 9:15 AM

Opening Remarks

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Managing Director

RevTech Labs

President

RevTech Labs Foundation

9:15 AM - 9:55 AM

Innovation Talk

Compliance Isn’t the Enemy: Building Better Bank-Fintech Partnerships

Explore the realities and roadblocks that often surprise startups when working with banks, from regulatory hurdles and evolving infrastructure needs to partnership dynamics and compliance as a strategic ally (not just a checkbox).

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Babette
Reynolds
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Dan
Mercurio
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Managing Director, Global Financial Crimes Program

Bank of America

COO

SigFig

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.

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Chris
Lam
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Celestine
Pressley
Daniel
Seay
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Andrea
Walker

Founder & CEO

Epistam.ai

Executive Partner

Gartner

CIO - Commerical Bank

Fifth Third

Principal Digital Solutions Consultant

Blue Acorn/Infosys

10:00 AM - 10:40 AM

Workshop

Eliminating Digital Barriers for Overlooked and Underserved Communities

Are your digital assets excluding underserved populations? Exponential technology growth has outpaced some people’s ability to access information online. The consequences of not integrating digital accessibility into your content creation and product development lifecycle mean that the needs of an aging population and people with disabilities are increasingly not being met.

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Sloan
Miller
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VP Partner Operations

Chax

10:45 AM - 11:25 AM

Innovation Talk

Claims, Reclaimed: Innovation at the Intersection of Complexity and Efficiency

As the insurance landscape grows more complex, so do the challenges surrounding claims processing. This panel will unpack the most pressing issues insurers face—from rising fraud risks to evolving customer expectations—and explore how emerging technologies like AI, automation, and advanced analytics are reshaping the claims lifecycle. Join us to discover how forward-thinking carriers are reclaiming efficiency, accuracy, and customer trust in an era of rapid transformation.

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Gina
Hardy
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Patrick
Gunshenan
Grace
Hanson
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Gil
Ramirez

CEO

NC JUA

CEO

Patrick Gunshenan Consulting

Founder & CEO

Elysian

Vice President

IMA Financial

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.

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Sami
Grover
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Dan
Schnitzer
Niamh
O'Mara
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Dawn
Rennick

Director, Communication Strategy

thinkPARALLAX

Global Sustainability Leader

RedHat

Sr. Director Sustainability Strategy

thinkPARALLAX

CEO

Piercing Sun Consulting

11:30 AM - 12:20 PM

RevTech Labs Class 22 Founder Showcase

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12:00 PM - 1:15 PM

Lunch

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1:15 PM - 2:00 PM

RevTech Labs Class 22 Founder Showcase

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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.

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Dawn
Rennick
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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.

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Angi
Milano
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Glenn
Murray
Holly
Glowaty
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Christy
Harner

Founder & CEO

Maven Advisory

Chief Strategy Officer

Dreamfi

CEO

Unifi Group

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.

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Brian
Casey
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Rochelle
Clarke
Tarulata
Champawat
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Ashwin
Nayak

Partner

Troutman Pepper Locke LLP

Managing Director

Continuity Strength

VP Solutions and Outcomes

InfoBeans Technologies

Founder & CEO

Auditrol

3:00 PM - 3:40 PM

Workshop

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.

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Angi
Milano
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Founder & CEO

Maven Advisory

3:00 PM - 3:40 PM

Innovation Talk

Data Trust and Security as AI Usage Expands

Widespread adoption of publicly available AI tools is here. And it's not just for image generation. Employees are using these tools in their daily tasks at work and feeding them data - from your clients and enterprise. Join us for a practical discussion on managing risks around data origination, veracity, compliance, and safe usage.

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Steve
Overton
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Vinay
Goel
Renu Ann
Joseph
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Chris
Caruana

Senior Solutions Advisor

SAS

CEO

Wald, Inc.

Founder & CEO

Luminant Analytics

Founder & CEO

C6 Intelligence

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.

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Jack
Benedict
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Amit
Chaube
JD
Audena
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Lohita
Chamarti

Principal

Thomson Reuters Ventures

Executive Director

Santander CIB

Investor

Connetic Ventures

Investor

RevTech Labs

4:30 PM - 5:00 PM

Innovation Talk

Designing Trust and Intelligence at Scale in the AI-Powered Financial Future

As financial and insurance institutions race to modernize, they face a dual mandate: innovate at speed while preserving trust. With generative AI, real-time analytics, and hyper-personalization redefining customer expectations, the next frontier isn’t just digital—it’s intelligent, adaptive, and radically human-centered.

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Elizabeth
Kiehner
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Chief Growth Officer NA

Nortal

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.

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Patrick
Gunshenan
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CEO

Patrick Gunshenan Consulting

5:00 PM - 7:00 PM

Reception

A cocktail reception featuring live entertainment, lite fare, and spirits.

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June 12

THURSDAY

Generations Day 2

Doors Open at 8am. Programming begins at 9:30am.

Day 2: June 12th

8:00 AM - 9:00 AM

REVVY Awards Breakfast

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.

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8:00 AM - 9:30 AM

Registration & Breakfast

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9:30 AM - 9:40 AM

Opening Remarks

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Managing Director

RevTech Labs

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President

RevTech Labs Foundation

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9:40 AM - 10:20 AM

Innovation Talk

Growth Calculus: Innovation, Institutions, and the Risk/Readiness Balance

Scaling isn't just about speed—it’s about balance. This founder-focused session explores the pitfalls of unchecked growth and how to navigate tech scalability, investor expectations, and customer experience with intention and agility.

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Georgina
Merhom

Founder & CEO

SOLO

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Brandon
Oliver

Principal

BankTech Ventures

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Robert
Burnett

Dir. Startup Banking

Grasshopper Bank

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Paul
Davis

Consultant

Bank Slate

10:25 AM - 11:05 AM

Innovation Talk

Fast, Fluid, and Frictionless: The Payment Revolution

From real-time rails to AI-powered fraud prevention, payments are becoming faster, smarter, and more embedded. Join this session to explore how next-gen infrastructure is reshaping customer expectations and opening new revenue streams.

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Gabriel
Grisham

SVP

PayQuicker

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Candace
Sjogren

SVP of Embedded Payments

FIS Global

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Nikhil
Kassetty

Software Engineer, Payments and FinOps

Intuit Inc

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Dean
Nolan

Head of Payment Strategy

Finzly

11:20 AM - 12:00 PM

Innovation Talk

Chain Reactions: DeFi & Blockchain as a Gateway to Innovation

Blockchain and AI are powerful on their own—but when they converge, they unlock new paradigms across finance, healthcare, media, and beyond. In this cross-industry conversation, panelists with deep roots in banking, data science, AI, and blockchain will explore how these technologies complement each other to drive innovation, transparency, and trust.

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Elias
Kruger

Managing Principal

Long-Range AI

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Sarah
Choudhary

CEO

ICE Innovations

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Chad
Thomas

CEO

FanChain

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Jake
Hall

President & CEO

Agingo

10:25 AM - 11:05 AM

Workshop

Scaling Pitfalls: Navigating Growth with Confidence

Scaling can supercharge momentum—or magnify mistakes. In this hands-on workshop, participants will unpack the most common growth missteps and learn practical strategies to overcome them. From tech debt to compliance gaps and team dynamics, walk away ready to scale smart.

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Paul
Davis

Consultant

Blank Slate

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11:20 AM - 12:00 PM

Innovation Talk

Embedded Insurance, Elevated Impact

Embedded insurance is changing how protection is delivered and perceived. Learn how tech platforms, cross-industry partnerships, and personalization are driving distribution innovation and expanding access like never before.

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Chris
Nam

Chief Commercial Officer

Insured Nomads

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Josh
Hall

Partner, Head of Sales

ManageMy

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Garrett
Groege

SVP Dir. Innovation

IMA Financial Group

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Jared
Calhoun

12:00 PM - 1:00 PM

Lunch

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1:00 PM - 1:40 PM

Innovation Talk

Next-Gen Intelligence: GenAI in Action

Generative AI is more than a buzzword, it’s transforming operations, experiences, and innovation pipelines across financial services. Get inspired by real use cases and learn how startups are blending GenAI with cloud tech for scalable success.

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Sree
Singaraju

Head of Solutions Architecture, Engaged Startups

Amazon Web Services

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Leland
Burns

Managing Director of Analysis

Ensemblex

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Sreenath
Gotur

Sr. Generative AI Specialist

Amazon Web Services

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Mark
Onitiveros

GTM Strategy

Stack.ai

1:45 PM - 2:25 PM

Innovation Talk

Red Tape to Runway: Launching Innovation with The NC Regulatory Sandbox

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Ashley
Holmes

Consumer Services Licensing Supervisor

NCCOB

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Keith
Luedeman

Fintech Entrepreneur

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Jeffrey
Klein

Attorney

McIntyre & Lemon, PLLC and JMK, PLLC

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Victoria
Avramović

Executive Director

NC Innovation Council

2:30 PM - 3:10 PM

Keynote

How to Thrive Through the Eye of the Storm; Move Like a Bison

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Marques
Ogden

Former NFL Lineman
CEO

Ogden Ventures

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3:10 PM - 3:30 PM

Closing Remarks

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