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#FEARLESSFINTECH NEW YORK CITY, NY | NASDAQ MARKETSITE | TIMES SQUARE Who you have on your teams, how they engage with one another and the priorities set forth by the leadership truly determine your organization’s ability to ride the waves of change. The Fearless in FinTech Summit will bring together a majority female speaker faculty and audience from the forefront of start-ups, investment firms and established organizations in the Financial Services space to share their ideas for advancing the industry, strategies for effective collaboration, and their visions for the future of leadership in Financial Services, all while providing practical and actionable board-room ready strategies. Chief Executive Officer Chief Innovation Officer Chief Strategy Officer Chief Operations Officer Chief Information Officer Founder, President Chief Digital Officer Insuretech Blockchain Operations FinTech Infrastructure Technology IT Digital Strategy/Digital Transformation Chief Product Officer Chief Technology Officer SVP/VP REGISTER NOW http://fearlessinfintech.com/#register REGISTER BY AUGUST 1, 2018 EARLY EARLY BIRD $395 REGISTER BY OCTOBER 1, 2018 EARLY BIRD $495 REGISTER AFTER OCTOBER 1, 2018 STANDARD $595 WHO SHOULD ATTEND WHO SHOULD ATTEND THE PREMIER EVENT FOR LEADERS IN FINANCIAL SERVICES AND FINTECH TO DRIVE DISRUPTION WITH INCLUSIVE AND INNOVATIVE STRATEGIC LEADERSHIP DECEMBER 3, 2018 Director, Manager or Senior Leadership SPEAKERS & ADVISORS LINDA APSLEY VP Data Engineering, Capital One DELLA SHEA VP of Data Governance and Chief Privacy Officer, Symcor LINDA APSLEY VP Data Engineering, Capital One JENNIFER BARRETT Chief Education Officer, Acorns and Editor in Chief, Grow CLAIRE GOLDWITZ VP Product, Stash Invest RACHEL CARPENTER Co-Founder & Co-CEO, Intrinio LORI BIEDA Head of Analytics Center of Excellence, Bank of Montreal RIJA JAVED Chief Technology Officer, MarketInvoice AMBRE SOUBIRAN Chief Executive Officer, Kaiko YULIYA TARASAVA Co-Founder & COO, CNote ELENA MESROPYAN Global Head of Content, MEDICI XENIA LANE SVP Omnichannel Analytics, SunTrust Financial Services Venture Capital Insurance Investment Banking Financial Technology Firms At Fearless in Fintech, keynotes by women leading change in the fintech industry combined with detailed case studies and interactive panel discussions will provide you with the practical and actionable boardroom ready strategies for leading change and innovation in the fast-paced and risk-heavy world of financial technology. Keynote: Redefining Leadership Around Uncertainty and Disruption Culture Shift Conversation #1: Evolving to Meet the Needs of an Increasingly Complex Customer Base Panel: Collaborating to Compete - When Fintech Start-Ups meet Enterprise Financial Institutions Case Study: Driving Innovation from Within an Incumbent Institution Fintech Solution Spotlight: Next Generation Regtech Fintech Solution Spotlight: Cyber Security and the New Payment Ecosystem Fintech Solution Spotlight: Integrating Compliance into Customer-Centricity Culture Shift Conversation #2: Financial Business Model Innovation Men’s Panel Discussion: Visions for the Future of Leadership in Financial Services and Fintech Case Studies in Fintech Intraprenuership and Entrepreneurship Culture Shift Conversation #3: Integrating New Hires and Preparing the Fintech Leaders of Tomorrow Disruptive Thinking Workshop: Agility, Adaptability & Creativity The Happiest Hour SESSIONS OF NOTE THANK YOU TO OUR SPONSORS REGISTER HOST PARTNER LEAD SPONSOR #FearlessFintech SOCIAL MEDIA TAGS ASSOCIATE SPONSOR SUPPORTING SPONSOR CONTENT SPONSOR MEDIA PARTNER AGENDA Registration & Networking Breakfast 8:00 am 9:00 am 9:10 am 9:40 am 10:10 am 10:30 am Chair’s Welcome Opening Keynote Redefining Leadership around Uncertainty and Disruption The traditional leadership model is being thrown out by the leading Financial Institutions to promote constant innovation and competitiveness in today’s uncertain and increasingly digital financial landscape. Leaders must proactively identify and adapt to build a strong network of advocates, prepare the leaders of tomorrow and elevate or maintain their influence. Learn how leadership has been redefined by the world’s leading financial institutions. Fintech Solution Spotlight What can you learn in 15 minutes? Three speakers will attempt to dissect persistently recurring fintech topics via intensive twenty minute presentations that will leave you ignited with interest and ready to keep the conversations going well right through the break. I. Next Generation Regtech II. Cyber Security and the New Payment Ecosystem III. Integrating Compliance into Customer-Centricity Morning Networking Break Culture Shift Conversation #1 Evolving to Meet the Needs of an Increasingly Complex Customer Base The world is seeing a proliferation of disruptions to financial services every day and in turn a growing pressure on financial business leaders to expand their service offerings in order to retain and attract new customers. Take a deep dive into customer financial behaviors, where they are heading and how to meet them in the right place at the right time. 11:00 am Collaborating to Compete: When Fintech Start-Ups meet Enterprise Financial Institutions The Financial Institutions who do not consistently add to the experience and capabilities of their organizations risk losing out to the less expensive, or even free, competitors. But what happens when fintech start-ups partner with enterprise-level financial institutions? Unpresented Innovation. Learn how to determine who to partner with, create a detailed execution strategy and justification to gain internal buy-in, and define the best practices for creating a collaborative model for constant improvement. 11:30 am Case Study Driving Innovation from Within an Incumbent Institution Today banks are at an inflection point. Customer expectations have shifted and will continue to change. At the same time, large incumbent financial institutions are facing increased competition from nimble and less-regulated startups launching new solutions that are competing for customers. In order to address these challenges, banks must disrupt their own processes and work more closely with their customers to deliver impactful digital solutions. Learn how Citi is co-creating with customers and re-writing the traditional operating model to design, build and deliver new capabilities. Luncheon 12:00 pm 1:00 pm FinTech’s transformative powers to make banking more transparent, democratized, and available to the sizable unbanked population globally is hindered by the continued stagnation of women in leadership positions and the continued depletion of female technology talent. For the banking industry to truly reach its potential, the gender imbalance in FinTech must be confronted and addressed, Sam Maule, Carlisle & Gallagher Consulting Group & Christine Duhaime, Digital Finance Institute Panel Discussion Leading the Data Transformation from A to Z When it comes to money, the real value is in the data. This reality has been realized and to leverage the data's full potential requires that data to transform. Leading a data transformation takes not only fearlessness but measured intellect. How do you culturally move the company? How are various teams using the data? How do you handle regulatory problems? Hear how these leaders have successfully leveraged the value of their data and transformed. 1:30 pm Culture Shift Conversation #2 Financial Business Model Innovation With constant changes to the financial landscape, there is a need to identify a model that can evolve with the times. In this session learn how financial business models of the future can be adapted to fit the unique needs of your organization, the tools needed and the requirements of leadership in for driving the new model. 2:30 pm Men’s Panel Discussion Visions for the Future of Leadership in Financial Services and Fintech Many financial services and fintech conferences feature a women’s panel, but it’s time to switch the dynamics. In this panel discussion featuring male leaders, they will share their plans and thoughts on where there are still problems, what they are doing, and where they see opportunities for women that men otherwise could not fill. 3:35 pm 4:20 pm Case Studies in Fintech Intrapreneurship and Entrepreneurship To get ahead in today’s fast-moving financial landscape, leaders need to be ahead of the game and ready for the next wave of disruption. Supplemented by several case studies, learn how innovative leaders are preparing for the unknown, adapting to compete, building influence and gaining resources to execute their strategic vision. Case Study #1: Entrepreneurship The entrepreneurial mindset is one which never rests and discovers unprecedented opportunities at every corner. This is the mindset that is required for financial leaders to succeed. Hear the framework Rachel Carpenter has created for continuously uncovering gaps in the market, driving change and increasing the competition. Case Study #2: Intrapreneurship As companies are facing the threat of disruption from the outside, many are taking a bold approach to disrupting from within by building a team of intrapreneurs to drive innovation. Using the Build-Measure-Learn feedback loop as a way to develop new products and services with fast iteration and customer insight, even established companies can gain momentum by leveraging these concepts internally throughout their organizations. In this case study, you will discover the pitfalls and keys to success in building an internal innovation lab to drive transformation and create new sustainable sources of growth within a 171 year old insurance company. Culture Shift Conversation #3 Integrating New Hires and Preparing the Fintech Leaders of Tomorrow The next generation workforce has grown up in a constant state of change, meaning the approaches to learning and thus teaching need to adapt with them, and leaders need to follow these shift to maintain a competitive and innovative workforce. In this discussion leaders will experience and gain an understanding of the best tools and approaches to guiding their successors and creating a culture of continuous improvement. 4:50 pm Disruptive Thinking Workshop: Agility, Adaptability & Creativity The key to success in the rapidly shifting financial space is to have a mindset that goes beyond traditional ways of thinking and out-maneuvers the competition. In this interactive discussion, leveraging the brightest minds of fintech innovators, discover how and where you can adopt a disruptive mindset to progress your career as soon as you leave the conference. 5:30 pm The Happiest Hour Use this time to solidify the budding relationships with your fellow attendees in order to build a supportive network that will last your career. 5:20 pm Closing Comments 3:15 pm Afternoon Break FinTech is a new and exciting industry that provides the perfect blank slate for us to do away with the ‘boys club’ image that has become associated with the traditional financial services industry. It allows women (and men) to demonstrate their success solely based on merit. Monica Kalia, Co-Founder and Chief Strategy Officer, Neyber “ “ “ “ “ STEVE HOLLINGWORTH Chief Executive Officer, Grameen Foundation XENIA LANE SVP Omnichannel Analytics, SunTrust CAREY KOLAJA Global Chief Product Officer, Citi FinTech CAREY KOLAJA Global Chief Product Officer, Citi FinTech TRICIA ROTHSCHILD Chief Product Officer, Morningstar JOY SCHOFFLER Chief Strategy Officer, Casoro Capital ABBY SCHNEIDERMAN Co-Founder & CEO, Everplans.com DIANA LEE CAPLINGER SVP & Head of Marketing Technology, Suntrust ANDE FRAZIER Head of Vision & Brand at myWorth LLC and VP Distribution Penn Mutual “ “ Fintech needs chaos fighting and empathetic thinking… Women often excel in these skills – perfectly filling in the gaps of fintechs struggling with growing pains Cornelia Schwertner, Head of Regulation, Figo
