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.
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*Please collect your name badge at the registration desk located at the Coin Bar
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.
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 - 10:30 AM
Request for Pay Demo
10:30 AM - 11:00 AM
Future With Finzly
11:00 AM - 11:30 AM
Break
11:30 AM - 12:00 PM
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!
Steve Ledford - Payments Expert
Katherine Weislogel - Head of Treasury & Payments, Synovus Bank
Gregory Lloyd - SVP, Endava
12:00 PM - 12:15 PM
Quaint Oak Bank Case Study
Lynwood Wade - SVP, Quaint Oak Bank
12:15 PM - 1:15 PM
Keynote
Dan Goods - Creative Team Lead, NASA's Jet Propulsion Lab
1:15 PM - 2:15 PM
Lunch
2:15 PM - 2:45 PM
Winning the ISO 20022 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?
Marcos Cameron - Global SPOC, Swift
Brian Anderson - Head of Sales, Finzly
Gabriella Almeida - Director, PwC
2:45 PM - 3:15 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.
Aaron Zynczak - Head of International Banking, First Citizens Bank
David Grimaldi - FX Sales Consultant, Synovus Bank
Mark Thome - FX Consultant
Boris Chan - AVP, Treasury Management Product Manager, Axos Bank
3:15 PM - 3:45 PM
Break + Headshots in Foyer
3:45 PM - 4:15 PM
Churn-proofing with CX: Lessons to Keep Customers Coming Back
Gone are the days when banks solely focused on churning out commoditized products. This session shatters the myth that only neobanks have cracked the code for delivering exceptional customer experiences. Discover how traditional banks attract, engage, and nurture customer loyalty through tailored banking journeys that resonate with modern business customers.
Dean Nolan - Managing Director Commercial Payments, SRM Corp
Adam Keen - Director, Treasury Management Practice Lead, West Monroe
Karuna Kathir - VP of Sales, Finzly
4:15 PM - 4:45PM
Executive Fireside Chat
Chris Murphy - Chairman & CEO, 1st Source Bank
Booshan Rengachari - CEO, Finzly
6:00 PM - 9:00 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
8:00 AM - 9:00 AM
Breakfast served in Cypress Room
9:00 AM - 9:15 AM
Customer Awards
Booshan Rengachari - Founder & CEO, Finzly
Aarthie Ramahandran - COO , Finzly
9:15 AM - 9:45 AM
Smarter, Faster, Better Transformation
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.
Suhas Reddy - SVP, Pathward
Booshan Rengachari - CEO, Finzly
9:45 AM - 10:00 AM
EverBank Case Study
Christine Martin - Head of Treasury Management, EverBank
Jenn Wilson - SVP, EverBank
10:00 AM - 10:30 AM
Trade, Pay, Manage: What's Trending?
Providing an ideal experience for customers across trading, payments, and account management is crucial. This session explores the latest trends shaping customer expectations and how regional banks can match the offerings of larger institutions in these areas.
Don Banowetz - VP, Enterprise Sales, Corpay
Mark Dumolien - VP of Customer Success, Finzly
10:30 AM - 10:45 AM
Why Faster Payments Doesn't Mean Faster Fraud
Explore how real-time fraud monitoring is helping banks stay at the forefront of controlling fraud despite transactions that happen in a few seconds.
Adwait Joshi - Founder & CEO, DataSeers
Rohan Jain - Head of Partnerships & Alliance, Finzly
10:45 AM - 11:00 AM
Thank you remarks
Aarthie Ramachandran - COO, Finzly
11:00 AM - 11:15 AM
Break
11:15 AM - 12:45 PM
User Forum Breakout Sessions
Our customers will get the opportunity to meet with our team leaders to discuss a detailed product roadmap and provide feedback on our product.
FX STAR User Forum | Dogwood Room
Payments User Forum | Main Session Room