2021 Schedule

Day 1 | Monday, June 7 | Changes in the Financial Industry
10:00a EST | Opening Remarks


Dan Roselli, Founder & Managing Director, RevTech Labs

Aubrey Hawes, Senior Director Solution Consulting, Oracle

10:30a EST | Oracle for Startups Fireside Chat


Sanjay Mathew, Sr. Director, Financial Services Industry Strategy Group, Oracle (Moderator)

Raissa João, Founder & COO, Vaki

Arushi Joshi, Founder & CEO, AtCash Inc.

11:00a EST - 5 minute break

11:05a EST | Data + Consumer Privacy Legislation Panel        11:45a EST | Roundtable Session with Panelists

One of the most important, and at times controversial, topics of today is consumer data privacy. In the last several years we have seen a very regional approach to data privacy legislation with some countries and even states moving forward with new policies to protect the consumer. Last year’s CFPB advance notice of proposed rulemaking on consumer access to financial records was the warning shot that legislation may finally come in the U.S. In this session we will explore the topic by looking through the lens of a lawyer and former CFPB regulator, a data fintech, and a bank owned data sharing enabler to see just how different those points of view can be.

Introduced by Brad Wallace at EY:

Scott Harkey, CSO, Head of Financial Services & Payments, Levvel (Moderator)

Jane Barratt, Chief Advocacy Officer, MX.com

Julie Bateman, SVP,  Director of Enterprise Digital & Emerging Channels, Truist

Kimberly Monty Holzel, Partner, Financial Industry, Goodwin

12:00p EST - SkillPop Class: Introduction to the Enneagram
1:05p EST | Digital v. Traditional Banking Panel        1:45p EST | Roundtable Session with Panelists

Banking is continuing to become more digital with new digital only banks emerging in the market and traditional banks launching new digital services and sometimes even national digital brands. This session will explore the acceleration of digital banking and how both neo digital banks and traditional banks are adapting to the needs of customers.

Introduced by Robert Ruark at KPMG:

Aubrey Hawes, Senior Director Solution Consulting, Oracle (Moderator)

Maia Bittner, Voice of the Member, Chime

Dave Kochbeck, Founder & CIO, Illume Financial

Jamie Warder, EVP & Head of Digital Banking, KeyBank

2:05p EST - 5 minute break
2:10p EST | Women Leading in Banking Panel

The financial industry has long been dominated by men, but more and more women are not only breaking into banking and finance, they're taking it by storm. Hear from some of today's female leaders - women who have topped American Banker's "The Most Powerful Women in Banking List," launched their own banks and holding companies, and further shaken up this traditional sphere. They're talking about the state of the industry and their plans for where it will head next.

Introduced by Patrick Rivenbark at Create Opportunity:

Paul Davis, Director of Market Intelligence, Strategic Resource Management (Moderator)

Bridgit Chayt, SVP Director Commercial Payments & Treasury Management, Fifth Third Bank

Kim Snipes, CIO Consumer and Digital, KeyBank

Laurie Stewart, President & CEO, Sound Community Bank

2:50p EST - 5 minute break
2:55p EST | Expanding Engineering, AI and R&D Operations Outside the USA - How to Fuel Your Growth and Meet Your Board’s Objectives using Nearshoring

Exploring current FinTech and Financial Institution cross-border expansion trends, priorities and decision-making processes through the lens of the leaders of successful American InsureTech companies and seasoned Economic Development professionals.

  • What drives the decision to expand beyond the USA?

  • What makes an Engineering/AI/R&D Nearshore center successful?

  • What the chosen jurisdiction should offer?

  • Q&A


Ben Larouche, Director, Foreign Direct Investment - New York Office, Invest Quebec (Moderator)

Pat Forgione, CTO, IVANS Insurance Solutions

Vito Italia, Director, International Business Development, Finance Montréal

Bryan Minor, Head of Zesty.ai Lab, Zesty.ai

3:35p EST - 5 minute break
3:40p EST | RevTech Labs Demo Day