Agenda
*Subject to change.
DAY 1
WEDNESDAY MAY 29th
7:30 PM - 10:00PM
Networking Reception
Hosted at the Omni Hotel's rooftop Coin Bar, this reception provides you the opportunity to meet and network with your peers. Finger foods and drinks provided.
DAY 2
THURSDAY MAY 30TH
9:00 AM - 9:30 AM
Welcome Note
Booshan Rengachari - Founder & CEO, Finzly
9:30 AM - 10:15 AM
Faster Payments from the Slow Lane?
Many banks still rely on traditional batch-based processing systems, creating a potential mismatch between expectation and reality. Banks stuck in the batch lane risk losing ground to competitors offering true real-time transactions. This session will focus on the promises that RTP and FedNow hold in terms of a real-time infrastructure and how banks are adapting their payment architecture to take advantage of the true potential of instant payments.
Speakers: Steve Douglass - VP, Treasury Services, TCH; Erik Van Bramer - SVP, The Federal Reserve; Dan Devine - SVP Ops Strategy & Innovation, Customers Bank; Jim Hunt - VP Cards Payments & Strategy, 1st Source Bank
10:15 AM - 10:25 AM
Request for Pay Demo
10:30 AM - 11:00 AM
Future with Finzly (Roadmap)
Michael Dowling - Chief Product Officer, Finzly
11:00 AM - 11:15AM
Break
11:15 AM - 11:45 AM
The Embedded Payments Gold Rush: Your Shovel and Map to Revenue
The gold rush is back, and this time it's a $7 trillion treasure from embedded banking!
Speakers: Steve Ledford - Payments Expert; Lynwood Wade - SVP IT, Quaint Oak Bank; Katherine Weislogel - Head of Treasury & Payments, Synovus Bank; Gregory Lloyd - SVP, Endava
11:45 AM - 12:00 PM
Fintech Onboarding in Under 10 Minutes Demo
12:00 PM - 1:00 PM
Keynote
Dan Goods - Creative Team Lead, NASA's Jet Propulsion Lab
1:00 PM - 2:00 PM
Lunch
2:00 PM - 2:15 PM
Customer Awards
Presented by Booshan Rengachari - Founder & CEO, Finzly
2:15 PM - 2:45 PM
Winning the ISO20022 Transformation Battle
Here's the real ISO 20022 riddle for banks: How can they not only meet the new standards for Fedwire and Swift but also reshape their entire technology, business and commercial models within the looming deadlines?
Speakers: Marcos Cameron - Global SPOC, Swift ; Tarun Dewan - Head of Digital Channels & Payments, Frost Bank; Brian Anderson - Head of Sales, Finzly
2:45 PM - 3:00 PM
ISO20022 Readiness with Finzly
Finzly shares strategic approaches for banks to get ready for ISO20022.
3:00 PM - 3:15 PM
Break
3:15 PM - 3:45 PM
Moving up the Value Chain in FX Offerings
Join us for an engaging session where bankers will share practical insights, success stories, and actionable strategies for banks to move beyond conventional FX offerings and establish themselves as leaders in the global financial landscape.
Speakers: Aaron Zynczak - Head of International Banking, First Citizens Bank; Mark Thome - FX Consultant
3:45 PM - 4:15 PM
Did Someone Say AI in Payments?
The volume and velocity of payments is seeing the application of AI for different use cases at both a customer and bank level for the betterment of payment experience and processes.
Speakers: Dean Nolan - Managing Director Commercial Payments, SRM Corp
6:00 PM - 10:00 PM
Sunset Cruise on Lake Norman
Enjoy an evening on Charlotte's beautiful Lake Norman as we take a private cruise on the lake. Dinner and drinks provided. Transportation provided to and from event.
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DAY 3
FRIDAY MAY 31ST
9:00 AM - 9:45 AM
Smarter, Faster, Better Transformation at Banks
Every bank in the US is undergoing a makeover. But the big question is: are they doing it smart and fast? Are they cruising along or hitting speed bumps left and right? Join us as industry experts and successful banks share their experiences and strategies for achieving smarter, faster, and better transformations. Hear from those who've not just rolled with change but aced it, pushing their game to new heights of innovation and competitiveness.
Speakers: Suhas Reddy - SVP, Pathward; Colby Mangers - SVP, Head of Digital Innovation, EverBank; Christine Martin - Head of Treasury Management, EverBank; Jenn Wilson - SVP, EverBank ; Booshan Rengachari - CEO, Finzly
9:45 AM - 10:15 AM
Fireside Chat
TBD
10:15 AM - 10:30 AM
Break
10:30 AM - 12:00 PM
User Forums
FX/ Payments Breakout Sessions
12:00 PM - 12:15 PM
Closing Bell
Aarthie Ramachandran - COO, Finzly