2021 Schedule

Day 2 | Tuesday, June 8 | Synergy + Partnership
10:00a EST | Opening Remarks


Dan Roselli, Founder & Managing Director, RevTech Labs

Aubrey Hawes, Senior Director Solution Consulting, Oracle

10:30a EST | Synergistic Digital Banking Migration Fueled by Partnerships

Truist, the sixth largest bank in the U.S. that resulted from the merger of equals between BB&T and SunTrust, is undertaking an historic digital migration and transformation. The result will be distinctive, secure, and successful client experiences through touch and technology. The migration is possible through co-creation, collaboration, and true partnership with fintech, clients, and teammates. Ben Pimentel, fintech editor at Protocol, will chat with Scott Case, Chief Information Officer at Truist, on:

  • The first-of-its-kind approach that uses modern tech architecture to pull information from respective heritage systems while creating one, new digital experience for clients.

  • The partnership and collaboration with clients, teammates, and fintech partners that is helping to make this migration and transformation possible.

  • How Truist Ventures is helping to shape the future of finance by providing innovative companies with capital and access.


Benjamin Pimentel, Senior Reporter, Fintech, Protocol (Moderator)

Scott Case, CIO, Truist

11:00a EST - 5 minute break

11:05a EST | Company Consolidations Panel        11:45a EST | Roundtable Session with Panelists

We haven’t seen as robust an M&A environment as we’re currently in, perhaps ever. The combination of historically low interest rates, peak multiples and record amounts of “dry powder” have driven M&A activity to historic levels. Company consolidations are a significant part of current M&A activity. Today we’ll talk with industry experts to get their take on:

  • Current M&A Environment

  • What’s Driving Consolidations

  • How are Private Equity and Strategic Buyers Approaching the Market

  • How Entrepreneurs Can Take Advantage of the Current Environment

  • The Appeal of both “Roll-ups” and “Platform” Businesses

This panel will provide founders and investors with timely and relevant information that will inform growth, transaction and investment decisions.


Taylor Barden, First Vice President, Financial Advisor, Morgan Stanley (Moderator)

Nicholas Clemens, Managing Director, Head of Business Services M&A Group, Duff & Phelps

David Francione, Managing Director, FinTech & Payments, Capstone Partners

Tom Wilson, Managing Partner, DecisionPoint | Board Member, Jack Henry (NASDAQ:JKHY)

12:05p EST - Lunch + Networking
1:05p EST | Startups Partnering with Large Institutions Panel        1:45p EST | Roundtable Session with Panelists

Growth is usually challenge #1 for startups to tackle. One option for startups is to partner with a more established company in order to accelerate the growth. Easier said than done.

Introduced by Peggy Klingel at Allstate:

Ramy Serageldin, Co-Founder & CEO, Honeyfi (Moderator)

Mike DeAngelis, Director, Corporate Development, Fidelity

Kelly Fryer, Executive Director, FinTech Sandbox

Laurel Taylor, Founder & CEO, FutureFuel.io

2:05p EST - 5 minute break
2:10p EST | A Case Study: From Startup to Exit        2:50p EST | Roundtable Session with Panelists

There are different exit options for startups - from an acquisition by a larger company to taking the startup public. During this session, we're sitting down with startup Founders to gain insight on their journey of navigating their unique exits - sharing valuable lessons learned with others who may be preparing for the process, or for those just starting out but looking to build an eventual exit into their roadmap.

Introduced by Patrick Coleman at Aprio:

Nat Clarkson, Managing Partner, CFV Ventures (Moderator)

Bill Frischling, Vice President, Alternative Data, FiscalNote

Andrew Gowasack, President Trust Stamp

Greg Upham, Co-Founder & Former CFO, Chief Delivery Officer, PrecisionLender | Managing Partner, Legacy Real Ventures

3:10p EST - 5 minute break
3:15p EST | Hiring Right: Getting the Right People to Help You Grow and Scale        3:55p EST | Roundtable Session with Panelists

Introduced by Josh Jacobson at Next Stage:

Randy Fisher, Senior Strategic Alliances Manager, Insperity (Moderator)

Ammara Abedi, Project Manager, Research and Analysis, Insperity

Ty Chandler, Diversity, Inclusion & Belonging Lead, AvidXchange

3:55p EST - 5 minute break

4:00p EST | Enabling Innovation & Collaboration Panel

Showcasing how the UK environment enables FinTech innovation and collaboration and how the UK is a great market for FinTechs from all around the world to partake in.

Introduced by Sarah Peeler at British American Business Council (BABC):

Sankar Krishnan, Executive Vice President, Capgemini (Moderator)

Blair Halliday, Head of UK, Gemini

Janine Hirt, CEO, Innovate Finance

Philippa Martinelli, Advisor, Fintech Specialist, Dept. for International Trade

Tom Moore, Head of Financial Services & Fintech, Moore Kingston Smith