Fintech Innovation Summit - cemcouncil.com€¦ · CEMC Fintech Innovation Summit ABOUT CEMC ABOUT...

Fintech Innovation Summit

JUNE 5-7, 2019Ritz-Carlton of Laguna Beach, CA

Untap The Next GenerationOF COMMERCE

CEMC | Fintech Innovation Summit 2019

WELCOME MESSAGE

Welcome to Laguna Beach and the Third Annual CEMC Fintech Innovation Summit – TRANSACT, Untap the Next Generation of Commerce!

We have an exciting array of speakers from Fortune 500’s, cutting edge startups, VC’s, and beyond. All of them are disruptors in their industries who are eager to help us explore new ways to create, connect, empower, and push our businesses forward.

The CEMC Summit features an impressive array of speakers and innovators leading their industries in finance, payments, technology, legal, asset purchase, logistics, data/information technology, and Fintech.

We are proud to host keynote speaker, Brian Lee (Co-Founder of Legalzoom.com, ShoeDazzle.com, and The Honest Company), alongside Samantha Ettus (Champion of women, bestselling author and entrepreneur), Scott Painter (Founder and CEO of Fair, founder and former CEO of TrueCar), Tom Edwards (Chief Digital & Innovation Officer of Epsilon), Tim Ash (Optimization Expert), Kenny Aronoff (World Class Drummer for rock ’n’ roll superstars like Sir Paul McCartney, The Rolling Stones, Lady Gaga, Johnny Cash, Jon Bon Jovi, to name a few), among others.

As a community, we have placed a bet on technology to unlock the art of the possible. This year we are talking about untapping the next generation of commerce. By revolutionizing the buying and selling of large assets online, by integrating the commerce ecosystem across a single value chain, we invite you to join us in unlocking opportunity through technological innovation.

Charles E.O. AndersonCEMC Founder & Executive Director

Charles E. O. AndersonFounder & Executive Director of CEMC and CEO of Currency


ABOUT CEMC

ABOUT THE SUMMIT

CEMC is a community of corporate practitioners dedicated to the improvement and evolution of online asset exchange. Its charter is to create a forum in which industry executives can get the

insight, interactions, and information they need to forge new trails and make smarter business decisions. The CEMC offers exclusive content, thought leadership, tools, networking, and

support. Most importantly we strive to provide an environment that facilitates new ways for members to unlock transactions via improved digital experiences and timely access to capital.

Through these pursuits, we have cultivated a community with create, empower, move, and connect at its core.

The CEMC’s mission is to create an exchange of stakeholders involved in online transactions, dedicated to unlocking the free flow of opportunity through technological innovation.

The CEMC Fintech Innovation Summit connects industry leaders involved in the innovation that is reshaping the commerce ecosystem, who have

an insatiable drive to revolutionize through technological advancements. The Summit is a unique opportunity to educate, inspire, network,

empower, and make actionable strides towards unlocking the free flow of opportunity.

With the theme of TRANSACT, we will discuss how offline, online, buyers, sellers, capital providers, and service providers are integrating across a

single value chain to reshape the next generation of commerce.


Dana Point Lawn

TheRitz-Carlton

Spa

The FitnessCenter

The Pavilion

Serv

ice

Corr

idor

Pre-

Func

tion

The

Ritz

-Car

lton

Ba

llroo

m

The Plaza

Monarch BaySunset Terrace

Monarch BayCourtyard

The Promenade

The Colonnade

Elevator Lobby Elevator Lobby

Stairs to Lobby

Loading DockLadiesRoom

Men’s Room

Salon 2 Salon 1

Salon 5

Salon 4

Salon 3

Salon 6

5 4 3 2 1

Paci�c Promenade Lawn

Pacific Promenade

LadiesRoom

Men’s Room

Foyer / Reception Area

2 Pacific Promenade

3 Pacific Promenade Lawn

1 Pacific Promenade Foyer

EVENTS LOGISTICS

Twitter

Floor Plan

Official Hashtags#TRANSACT #CEMC2019

#CEMCFinTechInnovationSummit

@CEMC_Council

4 Monarch Bay Sunset Terrace

5 Pavilion 1-4

6 Dana Point Lawn

1

3

45

6

2


12:00 pm - 1:10 pmPacific Promenade Foyer

Pacific Promenade

Pacific Promenade

Pacific Promenade

Pacific Promenade

1:10 pm - 1:20 pm

1:20 pm - 2:00 pm

2:10 pm - 2:50 pm

2:50 pm - 3:00 pm

2:00 pm - 2:10 pm

3:00 pm - 3:45 pm

Tim Ash, Bestselling Author, founder of SiteTuners, & Strategic Conversion Rate Optimization expert

Summit Check-in and Registration

Summit Kickoff

That’s Irrational! Why Selling To The Logical Brain Won’t Get Results

Break

Break

SCHEDULE WED. JUNE 5TH

Charles Anderson, Founder & Executive Director of CEMC and CEO of Currency

Kenny Aronoff, World Class Drummer, Best Selling Author & Influential Speaker

Scott Painter, Founder & CEO of Fair

How Professionals Contribute to the Team

Buying Big Stuff Online


4:55 pm - 5:10 pm

4:25 pm - 4:55 pm

5:10 pm - 6:00 pm

Kyle Helbing, Business Transformation Partner at ATWBarbara Timm-Brock, CEO of eTrack TechMax Blumenthal, Co-Founder & CEO of Fincura

Sponsored by Opus Consulting Special Performance by Grammy Award Winning Artist, Jerry Peters and Band

The Coffee Shop: Innovation in Practice

Oceanfront Cocktail Reception

Closing

Oceanfront Kickoff Dinner

SCHEDULE WED. JUNE 5TH

6:00 pmSponsored by FleetEvaluator Special Performance by Grammy Award Winning Artist, Jerry Peters and Band

3:45 pm - 4:25 pm

Matt Oczkowski, President of Data Propria

The Art & Science of Human Persuasion: The New Rules of Customer Engagement in a Data-Driven World

Pacific Promenade

Pacific Promenade

Pacific Promenade lawn

Pacific Promenade lawn


Sohini Roy, CFO at Nexseer Capital

John Haymond, SVP Director of Business Development of Medallion Bank

Michael Rapaport, SVP of Risk and Operations of Opportunity Fund

7:30 am - 8:30 am

8:30 am - 8:45 am

10:30 am - 10:45 am

8:45 am - 9:45 am

9:45 am - 10:30 am

11:15 am - 11:45 am

10:45 am - 11:15 am

Brian Lee, Co-Founder of Legalzoom.com, ShoeDazzle.com, and The Honest Company


Tom Edwards, Chief Digital & Innovation Officer of Epsilon

Samantha Ettus, Champion of women, Keynote Speaker, Bestselling author, entrepreneur

Breakfast

Opening

Break

Keynote: Fireside Chat

Future tech, experience is everything!

The Pie Economy

The Coffee Shop: Innovation in Practice

SCHEDULE THURS. JUNE 6TH

Pacific Promenade

Pacific Promenade

Pacific Promenade

Pacific Promenade

Pacific Promenade

Pacific Promenade Lawn



That’s Irrational! Why Selling To The Logical Brain Won’t Get Results

Tim Ash, Bestselling Author, Founder of SiteTuners, & Strategic Conversion Rate Optimization Expert

Avoiding Interchange Robert Maynard, Co-Founder and CEO of SurchX & Co-Founder of Lifelock

The Art & Science of Human Persuasion: The New Rules of Customer Engagement in a Data-Driven World

Matt Oczkowski, President of Data Propria

Chicken or Egg; Consumption behavior or technology? Wayne Super, Managing Director, Capital Markets at Cisco

Capital Markets Disruption Patricia Voorhees, Director of The Alta Group

The Data Driving Global Markets & Its Application to Asset Lifecycles

Scott Lubischer, FleetEvaluator

The Digitization of Commerce: Innovation in Payments

Justin Wheeler, Chief Product Officer of Currency

11:45 am - 1:00 pm

Oceanside Lunch & Discussion

1:00 pm - 1:40 pm

1:40 pm - 2:25 pm

The Gig Economy: Innovation in Payments

Robert’s Story of Entrepreneurship

Chris Seip, Chairman & CEO of Payfare

Robert Maynard, Co-Founder and CEO of SurchX & Co-Founder of Lifelock

Break2:25 pm - 2:45 pm

Pacific Promenade

Pacific Promenade

Pacific Promenade


Sponsored by Katten Muchin Rosenman LLPTransportation will be provided to the Monarch Beach Golf Links from the Ritz-Carlton at 7:30am


2:45 pm - 3:15 pm

Fireside Chat: How One-Click Credit Powers Next Generation Commerce

3:15 pm - 3:45 pm

5:00 pm - 6:00 pm

Closing Remarks

Oceanfront Cocktail Reception


Sponsored by PayNet Jerry Peters, Grammy Award Winning Artist

SCHEDULE FRI. JUNE 7TH

8:00 am

9:00 am - 11:00 am

CEMC Golf Tournament @ Monarch Beach Golf Links

Oceanfront Yoga & Mimosas

Thomas Ware, Senior Vice President, Analytics and Product Development of PayNet, Inc.

6:00 pm

Gala Dinner

Sponsored by CurrencyBlake Leeper, Olympic/Paralympic Games Medalist and World and American Record Holder

Pacific Promenade

Pacific Promenade

Monarch Bay Sunset Terrace

Dana Point Lawn

Pavilion 1-4


Kenny Aronoff is one of the world’s most influential and in demand drummers and percussionists. Rolling Stone Magazine named him as one of the “100

Greatest Drummers of All Time” and the readers of Modern Drummer Magazine named him the #1 Pop/Rock Drummer and #1 Studio Drummer. The list of artists he’s worked with on the road and/or in the studio is a who’s who of

the music industry’s top talent.

Tim Ash has been cited by Forbes as a Top-10 Online Marketing Expert, and by Entrepreneur Magazine as an Online Marketing Influencer To Watch. He is the

author Unleashing The Primal Brain and two bestselling books on Landing Page Optimization (translated into six languages), and the founder of Site Tuners, a

strategic conversion rate optimization agency with offices in San Diego, and Tampa. Tim has developed deep expertise in user-centered design, persuasion

and understanding online behavior, and landing page testing. In the mid-1990s he became one of the early pioneers in the discipline of website conversion rate

optimization.

Scott is a serial entrepreneur in the automotive and technology industries and has founded dozens of disruptive companies over the past 25 years. His new venture, Fair, is pioneering the flexible car ownership model by allowing customers to get a car entirely on their phone and turn it in whenever they want. Prior to Fair, Scott founded TrueCar with the aim of eliminating negotiation from the car-buying process by providing data-driven pricing research to both dealers and consumers. Painter also founded Cars Direct, which took the pioneering step of introducing upfront pricing to auto retail. Painter regularly attends TED, All Things D, and is a member of the World Economic Forum, regularly attending and speaking at its annual meeting in Davos since 2011.

Kenny Aronoff,

World Class Drummer, Best Selling Author& Influential Speaker

Tim Ash,

Bestselling Author, Founder of SiteTuners, & Strategic Conversion Rate Optimization Expert

Scott Painter,

Founder & CEO at Fair

SPEAKERS


Matt Oczkowski is the President of Data Propria. Throughout his career, he has worked at the intersection of where product development meets data

science to forecast, predict, and analyze commercial markets. In a data-driven presentation, full of powerful visuals and analytics, Matt charts the story of where we’ve been over the past several years as a country and where we’re

headed in the years to come.

Oczkowski is the former co-founder of HuMn Behavior, a company founded on the driving idea of understanding what motivates individuals to take action and

how to harness that on behalf of clients in the commercial spaces.

Using tactics from the worlds of behavioral science, growth hacking, machine learning, sentiment analysis, and NLP, Oczkowski successfully connects

behavioral dots together to make informed decisions about groups of people.

Matt Oczkowski,

President at Data Propria

Kyle leads M&A, product development, and retail financing programs at ATW, a Bain Capital portfolio company and manufacturer of Big Tex, PJ, Carry-On and CM trailers and truck beds. Prior to ATW, Kyle led product innovation and commercialization in oilfield services and was a manager at Bain and Company on the Industrial Goods and Services leadership team. He began his career as a design and flight test engineer for Boeing Commercial Airplanes and flight instructor.

Kyle enjoys spending time with his wife and 6 week old daughter, Big Brothers Big Sisters, flying, and just about anything outdoors.

Kyle Helbing,

Business Transformation Partner at ATW

Barbara Timm-Brock is CEO of eTrack Tech, Inc. an IoT-powered SaaS company providing heavy equipment operators with actionable insights to eliminate downtime, increase utilization, and keep equipment and people safe. Prior

to eTrack she served in c-level and executive positions in facilities and dining business-to-business services at Aramark, and at retail consumer businesses

including Sylvan Learning, Stratford School, Olive Garden, and Cinnabon. She holds a BS in Chemical Engineering and a MS in Management of Technology

and has served in volunteer board leadership roles for leadership and industry organizations. She is passionate about teaching safety while helping people and

businesses grow.

Barbara Timm Brock,

CEO at eTrack Tech


Peters has produced Grammy award-winning albums for numerous artists. He has appeared in various capacities on the works of countless, diverse artists over the years, running a mind-boggling gamut that includes a list of famed artists in the likes of Earth, Wind & Fire, Whitney Houston, Aretha Franklin, Lionel Richie, The Jacksons, Diana Ross, Quincy Jones, Gladys Knight, Patti LaBelle, Mary J. Blige, Four Play, Phyllis Hyman, Marvin Gaye, Tina Turner, Deniece Williams, Harvey Mason and The Emotions.

Jerry Peters,

Grammy Award Winning Artist

Brian Lee is an entrepreneur. He is co-founder and former president of LegalZoom.com, co-founder and former CEO of ShoeDazzle.com, and co-

founder and former CEO of The Honest Company. Formerly an attorney, Brian co-founded LegalZoom in 2001 and has since become the nationwide leader in

online legal services.

Brian then launched ShoeDazzle with Kim Kardashian in 2008, an innovative subscription business model with more than 3 million highly engaged members.

Brian was most recently CEO of The Honest Company, which he co-founded with Jessica Alba in 2012. Filling a need in the market from parents who demand eco-friendly, non-toxic products for their families, the Honest Company has won

numerous sustainability and business awards.

Max Blumenthal Founder & CEO at FINCURA Max started FINCURA to solve technology gaps in commercial lending. He started his career as a lender

at Royal Bank of Canada and later at Silicon Valley Bank, where he helped innovative companies and their investors change the world. He earned a B.B.A

in Finance from The University of Texas at Austin.

Brian Lee,

Co-Founder of Legalzoom.com, ShoeDazzle.com, and The Honest Company

Max Blumenthal,

Founder & CEO at Fincura


Tom is the Chief Digital & Innovation Officer for the agency business at Epsilon. Tom leads strategy, data design, digital experience strategy and Innovation.

Epsilon was recently ranked by Advertising Age as the #1 US Agency (All disciplines), #1 US Digital Agency Network and the #4 worlds largest digital

agency network.

Tom was recently recognized by Advertising Age as a 2017 Marketing Technology Trailblazer. He was a marketer of the year finalist and recognized as a top 10 marketing technologist by iMedia. For the past 18 years, Tom has

focused on the intersection of emerging technology and its impact on consumer behavior and how to bring “Innovation to Reality”™. Tom has recently been a featured speaker for many of the biggest marketing world events including:

TEDx, Mobile World Congress, Ad Age Data, Modern Marketing Summit, Ad:Tech, AAF, and more.

Tom Edwards,

Chief Digital & Innovation Officer at Epsilon

Nexseer Capital is a 18 year old, PE owned, middle market equipment finance originator located in Irvine, CA (Nexseer Capital was previously CG Commercial Finance).

As CFO a member of Nexseer Capital’s management team, Sohini is responsible for driving Nexseer’s scaling efforts to create a ratable platform with securitizable balance sheet growth. She is also responsible for accounting, finance and tax and, she plays a meaningful role in shaping Nexseers’s technology.

Sohini Roy,

CFO of Nexseer Capital

John Haymond is the Director of Business Development and Senior Vice President for Medallion Bank. He is responsible for the Bank’s ongoing growth

and development of new and existing loan products.

John has worked in consumer finance for over 25 years and currently serves as a committee representative for both the Recreation Vehicle Industry

Association and the National Marine Lenders Association. Mr. Haymond’s focus includes program and marketing strategies, branding campaigns, and ultimately

maintaining Medallion Bank’s position as a market leader in the industry.

John Haymond,

Senior Vice President of Medallion Bank


Senior Vice President, Chief Credit Officer for Small Business, joined Opportunity Fund in Jan 2018 bringing 28 years of lending, credit and financial

service operations experience to the organization. Michael came to us from BorrowersFirst, Inc, an online consumer lending platform where he was both

Chief Revenue Officer and Chief Risk Officer. Michael spent the first 14 years of his career at Fair, Isaac and Company where he developed some of the first FICO Credit Scores and subsequently managed the FICO Score business unit

for North America.

Michael Rapaport,

Senior Vice President & Chief Credit Officer for Small Business at Opportunity Fund

As a dedicated champion of women, Sam has devoted her career to advocating and supporting women in the pursuit of their dreams. Thousands of women from C-level leaders to administrative assistants to moms returning to the workforce have benefitted from Sam’s unique guidance.

In Sam’s quest to help women achieve financial independence, she launched Park Place Payments, a revolutionary payment processing company with a direct sales force dominated by women. Sam makes regular national television appearances on shows including NBC News, The Doctors, Access Hollywood, Good Morning America and the TODAY Show, among others. She has been featured and quoted in The Wall Street Journal, The New York Times, USA Today, Inc, Fast Company and success magazine.

Samantha Ettus,

Champion of women, bestselling author and entrepreneur

Robert Maynard is a father, grandfather, serial entrepreneur, and lives with Bipolar Disorder. His business successes include LifeLock, DotSafe, Internet

America and his most recent, SurchX.

Over his career, Robert’s companies have returned nearly $7 billion worth of capital value to their investors, created more than 2,000 jobs and sold more

than $10 billion worth of goods and services to American consumers and businesses. Two of his companies have gone public and been listed among the

Inc. 500 Fastest Growing Companies.

Robert Maynard,

Co-Founder and CEO of SurchX & Co-Founder of Lifelock


Wayne is currently a member of Cisco Capital’s senior executive team serving as Managing Director of Global Capital Markets. He oversees a department

responsible for $30Bn of indirect annual originations through Cisco Capital’s financial services ecosystem, as well as, developing and innovating financial-

Technology(Fintech) business models.Outside of work, Wayne serves on the advisory board of Ozone International,

LLC, Deutsche Bank Client Advisory Board, and CEMC Steering Committee. He also maintains involvement in organizations such as Atlanta Community

Food Bank, Habitat for Humanity, and Autism Speaks.

Patricia M. Voorhees, a director at The Alta Group, has over 25 years of experience in commercial finance. Her expertise focuses on forming captive financing companies, establishing vendor finance programs, and facilitating mergers and acquisitions within the commercial finance industry. Clients also benefit from her experience in business development, strategic pricing, business ethics, sales and marketing.

After launching her career at IBM, Voorhees was an executive at GE Capital from 1996 to 2011, where she served in several key roles. In her initial position as vice president for business development, Patricia was responsible for establishing more than a dozen new vendor and captive finance programs. She then became managing director of business development for M&As, managing more than 14 acquisition originations. Later, she was the company’s general manager of Office Imaging Finance, leading a small-ticket leasing business with $5.5 billion in assets and 450 employees. She also was GE Capital’s strategic pricing leader during the U.S. financial crisis.

Wayne Super,

Managing Director, Capital Markets of Cisco

Patricia M. Voorhees,

Director at The Alta Group


Justin cut his teeth in the technology business starting with a helpdesk job at Barclay’s Bank in the mid-90s, helping to install Windows 95 on PCs and training staff on how to use a mouse for the first time. Over the past 20+ years, he’s worked on Product teams at Overture/Yahoo, Spotrunner, SNAP, Instantly, SSI and now at Currency. He also owns and operates an organic Black Angus cattle ranch and is an FAA licensed drone pilot.

Chris Seip, Chairman and CEO of Payfare Inc, a global Fintech company driving financial inclusion through instant pay to today’s global on-demand workforce. Payfare focus on Financial inclusion, literacy and gig worker recognition. Prior,

Chris spent 20+ years in senior leadership positions with the largest bank in Canada, The Royal Bank of Canada.

He is recognized for managing change and for creating high-performance cultures that are adaptable and purpose-driven. Driving financial inclusion

through technological disruption is Chris’ key and immediate Payfare mandate. Chris holds a CFA and MBA from McGill University.

Justin Wheeler,

Chief Product Officer at Currency

Chris Seip,

Chairman and CEO of Payfare

Thomas Ware,

Senior Vice President, Analytics and Product Development at PayNet

As a corporate executive, Scott’s primary focus is on FleetEvaluator—the resource many equipment dealers leverage as their primary valuation tool. He manages Sandhills’ in-house data science team, which uses its massive store of

data to mathematically extrapolate and project accurate valuations. He lends industry experience and user insights to the complex science of equipment

valuations to constantly improve FleetEvaluator’s scope and utility. On a day-to-day basis, you are most likely to find Scott working with large dealerships and

financial institutions to integrate FleetEvaluator into their business systems.

Scott Lubischer,

Sales Executive at FleetEvaluator


Dr. Byrd has more than 25 years of experience as a former Fortune 500 operations executive and fintech C-level executive (at Capital One, SallieMae, GreenSky, Currency, and other fintech companies). She holds three advanced

degrees (including an MBA, an MA in Organizational Development, and a PhD in Human Development).

Currently, Dr. Byrd is the founder/operator of Extremis Leadership, an organizational improvement consultancy working with venture-backed

social justice entrepreneurs who are disrupting the global financial services marketplace

Anne Byrd, PhD,

Founder/Operator of Extremis Leadership

Blake Leeper was born in Kingsport, Tennessee with both legs missing below the knee, and has worn prosthetics since nine months of age. Blake credits his

outstanding positive attitude to his family.

Leeper made his international debut in 2009 at Rio de Janeiro. Blake Leeper made history by becoming the first double-leg amputee to compete at the

USATF National championships and broke Oscar Pistorius’ world record in the event with a time of 45.25 seconds. In 2018 he shattered his own word record running a time of 44.42 secs becoming the first ever amputee to run under 45 seconds! His goal is to qualify for the able bodied Olympic Games and become

the first American amputee to qualify for the Olympics!

An industry consultant with over 20 years’ experience innovating in the leasing and equipment finance industry including past positions with Wells Fargo, TCF, Linedata/HCL, and consulting with a variety of other Equipment Leasing and Finance companies. She is a frequent speaker at ELFA events and chair of the ELFA Operations and Technology committee.

Blake Leeper,

Olympic/Paralympic Games Medalist, World and American Record Holder

Deborah Reuben, CLFP,

President at Reuben Creative


PARTICIPATING ATTENDEES


OUR SPONSORS

FOUNDING SPONSORS

CONTRIBUTING SPONSORS

Currency is dedicated to revolutionizing e-commerce through technological innovation. We design financial technology that unlocks the free flow of opportunity for our customers through our revolutionary leading POS-driven technology platform that generates and executes financial transactions for businesses and consumers. Our products such as our underwriting SAAS platform and CurrencyPay, our payments processing platform, are changing the way buyers and sellers connect and complete a transaction.

Currency believes that buying a bulldozer should be as easy as buying a book. Our point of sale platform makes it easy for equipment to transact by connecting buyers, sellers and lenders through our point of sale platform. We offer additional purchase power through POS financing, while also giving merchants the ability to accept other digital payment methods. From the decision to buy through to shipping and fulfillment, the Currency platform is the first of its kind to unlock opportunity on both sides of a transaction.

Backed by the world’s most expansive and accurate industry data, FleetEvaluator is an asset valuation tool that delivers precise market and auction values for construction and agricultural equipment, trucks, and trailers. FleetEvaluator leverages massive cleansed data stores and vehicle after-sale data from Machinery Trader, TractorHouse, TruckPaper and AuctionTime along with all industry auction data. The FleetEvaluator data science team also factors in market conditions, regional data, and current industry trends to provide the most accurate, up-to-the-minute valuations.

The Alta Group is the leading global consultancy dedicated exclusively to the business of equipment leasing and asset finance. Since 1992, Alta has represented equipment leasing and finance companies, financial institutions, manufacturers and service providers, offering management consulting and expertise in global market entry, vendor and captive finance, professional development, legal services, asset management, mergers and acquisitions, and digital business advisory services. For information on the group’s services in the United States and Canada, Latin America, Europe, the Middle East and Africa, and Asia Pacific.


Equifax has recently undergone an evolution from a traditional credit bureau to a leading technology and customer insights company providing businesses & consumers with actionable intelligence. We work with the largest Financial Institutions, Business Services, Technology, Equipment Leasing, and Telco/Utility Companies to deliver value through data, analytics & technology.

Equifax, as a super aggregator, organizes, assimilates & analyzes data on more than 110 million businesses and more than 920 million consumers worldwide.

Headquartered in Atlanta, Ga., Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor’s (S&P) 500® Index, and its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. Equifax employs approximately 9,800 individuals worldwide.

Opus Consulting is a technology service provider focused on the digital transformation of payment systems. Our mission is to be the strategic business and technology transformation partner to the most innovative brands in the payments industry.

PayNet, Inc., is the leading provider of credit ratings on small businesses enabling lenders to manage credit risk, grow earning assets and operate credit processes at lower cost. PayNet maintains the largest proprietary database of small business loans, leases and lines of credit encompassing over 24 million contracts worth over $1.6 Trillion. Using state-of-the-art analytics, PayNet converts raw data into real-time marketing intelligence and predictive information that subscribing lenders use to make informed small business financial decisions and improve their business strategy. For more information, visit www.PayNet.com.


SurchX is changing the profit game for retailers in the United States. Powered by patent-pending technology, the company’s free software uses a sophisticated algorithm to empower merchants to recover losses from interchange fees and boost their bottom lines. SurchX identifies card type, associated fees, and jurisdiction rules and adds the transaction cost to the customer’s invoice in a matter of seconds. All transactions are secure, and compliance with state and federal regulations is guaranteed.

Cisco (NASDAQ: CSCO) enables people to make powerful connections--whether in business, education, philanthropy, or creativity. Cisco hardware, software, and service offerings are used to create the Internet solutions that make networks possible--providing easy access to information anywhere, at any time.

Cisco was founded in 1984 by a small group of computer scientists from Stanford University. Since the company’s inception, Cisco engineers have been leaders in the development of Internet Protocol (IP)-based networking technologies. Today, with more than 71,000 employees worldwide, this tradition of innovation continues with industry-leading products and solutions in the company’s core development areas of routing and switching, as well as in advanced technologies such as home networking, IP telephony, optical networking, security, storage area networking, and wireless technology. In addition to its products, Cisco provides a broad range of service offerings, including technical support and advanced services.

Katten is a firm of first choice for clients seeking sophisticated, high-value legal services in the United States and abroad. Our nationally recognized structured finance and securitization group represents issuers, underwriters, bank and non-bank lenders, private equity and hedge funds and other deal participants on financing transactions ranging from public and private asset-backed securities offerings to committed warehouse financing facilities. Katten has been ranked as the second most active issuer’s counsel by Asset Backed Alert since 2016, and has extensive experience with a wide range of asset classes, including auto loans and leases, residential and commercial mortgage loans, equipment loans and leases, business loans and merchant cash advances, unsecured personal loans, litigation finance loans and medical advances and other esoteric assets. Our wide ranging experience allows us to provide our clients with the most up-to-date advice on structuring innovations and regulatory changes in the consumer and commercial finance industries.


Charles Anderson is the Executive Director of the CEMC. He also is the CEO of Currency, where he has developed the leading technology platform to help make equipment financing simple and easy. Charles is an industry thought leader in online equipment financing who has helped hundreds of organizations move from theory to practice both from within the industry and as an external advisor. Charles was previously involved in mortgage banking and specialty finance at the nation’s largest mortgage banks. Before entering the equipment financing industry, Charles started his own mortgage banking firm and attended Stanford’s Graduate School of Business.

Tina Farahdel is head of events, communication, and engagement across the CEMC. She is currently Marketing Manager for Currency. Prior to CEMC and Currency, Tina was involved in strategy, business development, and marketing at a global strategic consulting firm.

Tina graduated from the University of California, San Diego with a Bachelor’s of Science in Management Science and a minor in Business Administration.

Scott is the Chairman of CEMC and Executive Director of Currency. Over the last five years, Scott was founder & CEO of 180fusion, building it into one of the leading search engine marketing platforms before being acquired by Deluxe Corporation (NYSE:DLX) in 2016. Over the last two decades, Scott has an extensive background as a successful entrepreneur, senior executive and advisor in software, Internet and compliance industries serving high-growth tech companies. Prior to launching 180fusion, he took an enterprise software company (PSS Systems) from start-up to marketing leader before being acquired by IBM in 2009. Scott graduated from the University of Arizona and currently serves on the board of Directors at several privately held companies in the software and technology sector.

Charles Anderson,Founder & Executive Director of CEMC and CEO of Currency

Tina Farahdel,Community Relations Manager

Scott Cohen,Chairman

CEMC TEAM


Charles AndersonFounder & Executive Director of CEMC

and CEO of Currency

Valerie Gerard Senior Managing Director

of The Alta Group

Mitch Jacobs CEO & Founder of FanBank

Bill PhelanPresident of Paynet

Scott Cohen Chairman of CEMC and

Executive Director of Currency

Patricia VoorheesDirector of The Alta Group

Gary AmosCEO Commercial Finance - Americas,

Siemens Financial Services

Wayne SuperManaging Director, Capital

Markets of Cisco

STEERING COMMITTEE


Fintech Innovation Summit

For more information:CEMCouncil.com/Innovation2019

Email us at: [email protected] us at: 310-571-9568

Untap The Next GenerationOF COMMERCE

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