2021 Schedule

Day 3 | Wednesday, June 9 | Social Impact + Change
10:00a EST | Opening Remarks


Dan Roselli, Founder & Managing Director, RevTech Labs

Aubrey Hawes, Senior Director Solution Consulting, Oracle

10:30a EST | Social Impact Fireside Chat


Elise Franco, Staff Writer, Charlotte Inno | Richmond Inno (Moderator)

Maury Wolfe, AVP, Corporate Responsibility & Public Affairs, Cox Enterprises

11:00a EST - 5 minute break

11:05a EST | Understanding the Underbanked Panel        11:45a EST | Roundtable Session with Panelists

This panel will explore our country’s underbanked population and the part we can all play to address this problem. Through a combination of increased awareness, diverse sets of stakeholders, and a robust fintech ecosystem, we have the ability to create an approach to reduce the financial gaps in our country. This panel will explore first what it means to be underbanked, before diving into why this problem exists and what we can all do to make it better.

Introduced by Mackenzie Wheatly at JP Morgan:

Greg Lloyd, VP of Strategy, Levvel (Moderator)

Maria Lajewski, Director, Financial Solutions Lab, Financial Health Network

Sid Pailla, Founder & CEO, Sunny Day Fund

Gary Stein, Chief Product & Compliance Officer, U.S., Openpay

12:00p EST - SkillPop Class: Summer Cocktail Basics
1:05p EST | Growing Diverse Investment for StartUps Panel        1:45p EST | Roundtable Session with Panelists

This panel will be moderated by Dan Roselli, with participation from Marci Marra, Calvin Williams, Jr., and Ksenia Yudina. The panel will discuss results from the 2021 Global Founders Survey that gained insight into founders' journeys in the start-up environment. The survey asked founders' about how they began their journey, their experience in accelerator programs, and how they have seen or experienced gender, age, racial, sexual, and family discrimination in the workplace. While the detailed results will remain anonymous, our panelists will dive into what the overall results mean for startups and how we can combat forms of discrimination in the start-up community.

Introduced by Nicky Shane at Sia Partners:

Dan Roselli, Founder & Managing Director, RevTech Labs (Moderator)

Marci Marra, Partner, HR & Transformation, Sia Partners

Calvin Williams, Jr., CEO & Founder, Freeman Capital

Ksenia Yudina, Founder & CEO, UNest

2:05p EST - 5 minute break

2:10p EST | Young Adult Financial Health + Education Panel        2:50p EST | Roundtable Session with Panelists

The late Millennial to early Gen Z cohorts are expressing optimism about their financial futures, yet they face a lack of strong guidance and resources outside of socialization. Higher education does not prioritize the fundamentals of financial planning, tax advice, or insurance literacy. There is no AARP equivalent for young adults. This shortage in our society becomes even more problematic when one considers the rising levels of student loan and credit card debt, or the fact that increasing majorities of twenty-somethings remain financially dependent on family for basic living expenses. Our conversation will cover this educational shortcoming, and clear up the key goals, strategies, and misunderstandings to know about for getting young adults’ financial health on track.


Bernadette Joy, CEO, Crush Your Money Goals (Moderator)  

Uzma Amin, Associate, Financial Health Network

Dr. Fatma Mili, Dean, College of Computing and Informatics, UNC Charlotte

Steve Powers, Senior Wealth Advisor, CliftonLarsonAllen

3:10p EST | Craig J. Lewis Fireside Chat


Scarlett Sieber, Chief Strategy & Growth Officer, Money20/20 (Moderator)

Craig J. Lewis, Founder & CEO, Gig Wage