FinTech and Innovation Forum

When:  Mar 13, 2019 from 11:30 AM to 4:30 PM (ET)
Associated with  CFA Conferences


Jones Day
250 Vesey Street
New York, NY 10281



Re-Imagined Format, Fresh Content, Thought-Provoking Panels
Getting You Ready for What’s Next

March 13, 2019
Jones Day Offices, NYC

The 2019 FinTech & Innovation Forum is a new take on our previous FinTech events.  More interactive, more visionary and more practical – we’ve devised a hands on, insight-filled and high utility program based on your feedback.

An engaging workshop with futurist Deborah Reuben will set the stage and give you valuable insight into what our industry may look like over the next 3 to 5 years. With technology changing at a break-neck pace, knowing what innovations may disrupt your market or offer lucrative opportunities is key to your success.

Our afternoon panels inspire action, giving you the tools you need to leverage technology to drive efficiency, value and profitability. Learn from early adopters the obstacles they faced, how they overcame challenges, and best practices you can apply to your own situation.

Join us on March 13th at the Jones Day NYC Offices, located at 250 Vesey Street, New York, NY 10281 for this powerhouse event – your future may depend on it!

Registration Fee: $295 per person


11:30 AM – 11:45 AM


11:45 AM
Welcome: Richard Gumbrecht, CEO Commercial Finance Association

11:50 AM
Opening Remarks: Richard Palmieri, Managing Partner, ANR Partners, LLC

11:55 AM – 12:30 PM
Opening presentation: Deborah Reuben, Futurist & Technology Strategist
Staying Ahead of Tomorrow – Building Your Awareness of New Technology and Trends
Technology is changing at a ridiculous pace and we are so engrossed in our day to day jobs that we don’t have the luxury to spend a lot of time learning about exponential technology advances or focusing creatively on future possibilities. We can’t hide much longer. Everyone needs to be aware of these advances and trends and understand the potential impacts for their customers, employees, company, and industry so that they can make sound decisions with the long-term future in mind.

With this awareness, teams can begin to gain insights of how advancements in technology can help redefine business models, operational processes and customer experience.

12:30 PM – 1:30 PM
Women in FinTech: Moderator: Deborah Reuben, Futurist & Technology Strategist
Our panel of female Chief Officers in the FinTech world discuss career opportunities in the FinTech space, how technology has been a great equalizer in financial services, challenges to FinTech’s continued growth, and expectations for the future. Panelists include:

  • Lisa Ledbetter, Partner, Jones Day
  • Nancy Lee, COO, ABLSoft
  • Lin Chua, Co-Founder, COO, InterNex 

1:30 PM – 1:45 PM
Coffee Break

1:45 PM – 2:45 PM
Facilitated Discussion & exercise: Moderator: Deborah Reuben, Futurist & Technology Strategist
An audience-lead discussion on forward-thinking insights and trends that will impact our jobs and our lives.

2:45 PM – 3:45 PM
Emerging Technologies: Richard Palmieri, Managing Partner, ANR Partners, LLC
An interactive, facilitated brainstorming session with CEOs from today’s top tech companies. Learn about the newest platforms and processes hitting the market, the value these technologies provide, reactions of traditional players, and what’s coming next. Panelists include:

  • Andrew Bertolina, CEO, Finvoice
  • Ken So, Founder & CEO, Flowcast
  • Kannan Ramasamy, Chairman, Vayana Network, Inc.

3:45 PM – 4:45 PM
Current State of the FinTech Market: Moderator R. Palmieri
We’ll take a look at why institutions formed FinTech partnerships, what worked/what didn’t work, review commercial and consumer FinTech applications, talk about business models for large banks, and talk about the FinTech landscape (anticipated changes, who will win/lose). Panelists include:

  • Jay DesMarteau, Head of Regional Commercial Specialty Segments, TD Bank
  • George Buchanan, EVP, Regions Bank
  • Brian Graham, CEO, BancAlliance

4:45 PM – 5:00 PM
Questions & Wrap-Up

5:00 PM

Thank you to Our Sponsor 




Use "Active Registration" link above to edit a partial registration.
Jeff Walsh


Just joined chapter or YoPro? Please wait 30 min before registering.

Members and YoPro, make sure you get the right price: