October 7, 2024 9 am - 6pm mdt salt lake city, utah
Jam Packed

Agenda
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Check back often.
Jam-Packed Agenda
Innovative talks + Panels
With dozens of leading experts from AI, regulatory bodies, and user communities in fintech and banking, this event promises a wide range of perspectives and will highlight real-world, practical AI use cases that can drive innovation and efficiency in your organization.
8:00 AM
Breakfast & Registration
9:00 AM
5 minutes
Opening Remarks
john-sun

John Sun
Co-founder & CEO,
Spring Labs

9:05 AM
5 minutes
Intro Message from The Governor
spencer-j-cox

Spencer J. Cox
Governor of Utah  

9:10 AM
25 minutes
Breaking Barriers: Accelerating AI Adoption in Financial Institutions

Al Goldstein
Founder, Chairman & CEO, StoicLane Inc.

Walter J. Mix III
Former California Banking Commissioner

alex-johnson

Moderated by Alex Johnson
Founder,
Fintech Takes  

9:35 AM
40 minutes
AI-Native Stage
The CX Revolution:
AI Copilots for Process Automation in Financial Services

Transforming customer experience and operational efficiency through AI-powered process automation in financial institutions.

Paul Zhang
Co-founder & CIO,
Avant
Margaret Mayer
CTO,
Zions Bank
Jordan Wright
Co-founder & CEO, Atomic
Moderated by Phil Goldfeder
CEO, American Fintech Council
Tech & Compliance Stage
Complaint Resolution Reimagined: The AI-powered Complaint Management System

Revolutionizing complaint handling in financial institutions through AI-driven systems that enhance efficiency and customer satisfaction.

Brian Enneking
COO, First Electronic Bank
Laurie Payne
Vice President,
Strategic Partner Oversight, WebBank
Loren Andersen
Head of Customer Operations, Avant
Moderated by Dan Chang
General Counsel & Chief Compliance Officer, Splash Financial Inc.
10:15 AM
15 minutes
Coffee Break
10:30 AM
25 minutes
AI-Powered Early Warning Systems: Accelerating AI Detection of Regulatory Risks in Consumer Interactions Before They Escalate

Leveraging AI to proactively identify and mitigate regulatory risks in consumer interactions, ensuring compliance and preventing escalations.

Derek Higginbotham
President & CEO, First Electronic Bank
Moderated by John Beccia
Co-founder & CEO, FS Vector
AI Workshop: From Machine Learning to Large Language Models in Fintech & Banking

Learn about the history of AI, the differences between traditional machine learning and modern AI, and how the recent advancements are reshaping customer experience in fintech and banking

Peyman Hesami
Chief Product Officer, Spring Labs
Nuwan Bandara
Sr. Manager Solutions Architecture - Financial Services, Amazon Web Services
11:00 AM
40 minutes
The Future of Fintech: How AI is expanding fair access to credit

How AI is democratizing credit access by enabling more accurate risk assessment and personalized financial products.

kareem-saleh
Kareem Saleh
Founder & CEO,
Fairplay
Rhett Roberts
Co-founder & CEO, LoanPro
julapa-jagtiani-headshot
Julapa Jagtiani
Senior Economic Advisor and Economist, Philadelphia Fed Reserve
Annie Delgado
Chief Risk Officer,
Upstart
evan-weinberger
Moderated by Evan Weinberger
Correspondent, Bloomberg
AI-Driven Compliance in SMB Lending: Managing Risk and Enhancing Customer Experience

Discover how AI helps manage risk and ensure compliance in the growing SMB lending sector. Explore AI's role in streamlining KYB and complaint monitoring to deliver scalable, reliable solutions that improve customer experience

Pooja Elhance
VP of Compliance, Bluevine Inc.
Ryan Hildebrand
EVP & Chief Innovation Officer, Bankwell
Brock Blake
Founder, Lendio
Moderated by Anna Fridman
Co-founder, Spring Labs
11:45 AM
1 hour
Lunch Break
12:45 PM
30 minutes
AI for Consumer Good: Redefining Financial Services

Exploring how AI is reshaping financial services to deliver enhanced value and accessibility to consumers.

travis-hill-headshot

Travis Hill
Vice Chairman of the Board of Directors, FDIC

Moderated by Phil Goldfeder
CEO, American Fintech Council 

1:20 PM
40 minutes
Generative AI Transparency:
State and federal legislative approaches

Understanding the implications of the regulations for generative AI use in financial services and strategies for ensuring transparency.

Zach Boyd, PhD
Director, Utah Office of Artificial Intelligence
Anne Romatowski
Markets Program Manager, CFPB
Robert Savoie
Member, Chair of the Fintech Practice Group, McGlinchey Stafford
Kirk Cullimore
State Senator, Utah
Moderated by Nate Schmitt
General Counsel, Spring Labs
The Emerging AI trends:
How AI is enabling new financial products and services

Exploring cutting-edge AI applications that are driving the creation of innovative financial products and services.

Emily Reisig
SVP Emprise Embedded Strategic Relationship Leader, Emprise Bank
Carson Lappetito
President,
BankTech & Sunwest
Michael Umlauf
SVP of Data Science, TransUnion
Saurabh Bajaj
Chief Product Officer,
Oscilar
2:05 PM
40 minutes
Balancing AI Innovation with Risk & Governance: Strategies for Compliant AI deployments

Navigating the delicate balance between AI-driven innovation and stringent data privacy requirements in financial services.

Benjamin Melnicki
Chief Compliance Officer, Cross River
Maria-Kristina Hayden
Founder & CEO, Outfoxm
Reena Bajowala
Shareholder, Greenberg Traurig, LLP
Jesse Honigberg
EVP Product and Platforms, Customers Bank
Moderated by Mark Burnside
Director,
Forvis Mazars
2:45 PM
15 minutes
Coffee Break
3:20 PM
40 minutes
Navigating the New Normal:
Regulatory approaches to Complaint Monitoring

Adapting to the evolving regulatory approach to complaint monitoring through AI-powered solutions

Armen Meyer
Co-founder,
American Fintech Council
Matt Scarborough
Co-founder & CEO, Bridgeforce
Laurel Loomis Rimon
Partner, Jenner & Block
Ashwin Vasan
Senior Advisor,
FS Vector
Moderated by Vince Wilson
Regulatory Counsel, Lead Bank
AI's Role in Streamlining Entity Risk Profiling

Enhancing the accuracy and efficiency of business risk assessment through AI-powered profiling techniques

Moody Hadi
Head of Credit Analytics New Product Development, S&P Global
Jordan Esbin
Founder & CEO,
Credit Pulse
Will Tumulty
CEO,
Rapid Finance
Moderated by Steve Allocca
Former CEO,
Funding Circle
4:05 PM
40 minutes
AI's role in successful and robust bank-fintech partnerships

Examining how AI facilitates and strengthens collaborations between banks and fintech companies, driving innovation and efficiency.

Andrew Owens
Partner, Steptoe
Jim Jackson
SVP of Strategic
Partner Oversight, WebBank
Martha O'Malley
Assistant General Counsel, Prosper
Ryan Christiansen
Executive Director, Stena Center for Financial Technology
Moderated by Nik Milanovic
General Partner, The Fintech Fund
Regulatory Tech (RegTech): AI's Role in Compliance Automation

Streamlining complex compliance processes like Know Your Business, Know Your Customer, and Anti-Money Laundering through AI automation

Mohamed Elgendy
Co-founder & CEO, Kolena
Peter Piatetsky
Co-founder & CEO,
Castellum.ai
Ana Liza Grandner
Chief Payments Officer, First Bank of the Lake
Moderated by Aleks Teichman
Principle, Brightcheck
4:50 PM
15 minutes
Demo Contest Finalists
5:05 PM
20 minutes
Getting Banks Comfortable with Generative AI: Tips to Take Away

Dan Pillemer
‍‍
CEO, CardWorks

Brian W. Jones
‍‍‍
President, Merrick Bank

5:25 PM
90 minutes
Networking, Happy Hour, & Appetizers
Agenda subject to change, please check back frequently for updates.
Room
Ikonik Icon

AI-Native Stage

8:00 AM
1 hour
Breakfast & Registration
9:00 AM
5 minutes
Opening Remarks
john-sun

John Sun
Co-founder & CEO,
Spring Labs

9:05 AM
10 minutes
Intro Message from The Governor
spencer-j-cox

Spencer J. Cox
Governor of Utah  

9:15 AM
25 minutes
Breaking Barriers: Accelerating AI Adoption in Financial Institutions

Al Goldstein
Founder, Chairman & CEO, StoicLane Inc.

Walter J. Mix III
Former California Banking Commissioner

alex-johnson

Moderated by Alex Johnson
Founder,
Fintech Takes  

9:40 AM
40 minutes
The CX Revolution: AI Copilots for Process Automation in Financial Services

Transforming customer experience and operational efficiency through AI-powered process automation in financial institutions.

Paul Zhang
Co-founder & CIO,
Avant
Margaret Mayer
CTO, Zions Bank
Jordan Wright
Co-founder & CEO, Atomic
Moderated by Phil Goldfeder
CEO, American Fintech Council
10:20 AM
15 minutes
Coffee Break
10:35 AM
25 minutes
AI-Powered Early Warning Systems: Accelerating AI Detection of Regulatory Risks in Consumer Interactions Before They Escalate

Leveraging AI to proactively identify and mitigate regulatory risks in consumer interactions, ensuring compliance and preventing escalations.

Derek Higginbotham
President & CEO, First Electronic Bank
Moderated by John Beccia
Co-founder & CEO,
FS Vector
11:05 AM
40 minutes
The Future of Fintech: How AI is expanding fair access to credit

How AI is democratizing credit access by enabling more accurate risk assessment and personalized financial products.

kareem-saleh
Kareem Saleh
Founder & CEO,
Fairplay
Rhett Roberts
Co-founder & CEO, LoanPro
julapa-jagtiani-headshot
Julapa Jagtiani
Senior Economic Advisor and Economist, Philadelphia Fed Reserve
annie-delgato
Annie Delgado
Chief Risk Officer,
Upstart
evan-weinberger
Moderated by Evan Weinberger
Correspondent, Bloomberg
11:45 AM
1 hour
Lunch Break
12:45 PM
30 minutes
AI for Consumer Good: Redefining Financial Services

Exploring how AI is reshaping financial services to deliver enhanced value and accessibility to consumers.

travis-hill-headshot

Travis Hill
Vice Chairman of the Board of Directors, FDIC

Moderated by Phil Goldfeder
CEO, American Fintech Council  

1:20 PM
40 minutes
Generative AI Transparency: State and federal legislative approaches

Understanding the implications of the regulations for generative AI use in financial services and strategies for ensuring transparency.

Zach Boyd, PhD
Director, Utah Office of Artificial Intelligence
Anne Romatowski
Markets Program Manager, CFPB
Robert Savoie
Fintech Practice Leader, McGlinchey
Kirk Cullimore
State Senator, Utah
Moderated by Nate Schmitt
General Counsel, Spring Labs
2:05 PM
40 minutes
Balancing AI Innovation with Risk & Governance: Strategies for Compliant AI deployments
Benjamin Melnicki
Chief Compliance Officer, Cross River
Maria-Kristina Hayden
Founder & CEO, Outfoxm
Reena Bajowala
Shareholder, Greenberg Traurig, LLP
Jesse Honigberg
EVP Product and Platforms, Customers Bank
Moderated By:
Mark Burnside
Director,
Forvis Mazars
2:45 PM
30 minutes
Coffee Break
3:20 PM
40 minutes
Navigating the New Normal: Regulatory Approaches to Complaint Monitoring

Adapting to the evolving regulatory approach to complaint monitoring through AI-powered solutions

Armen Meyer
Co-founder,
American Fintech Council
Matt Scarborough
Co-founder & CEO, Bridgeforce
Laurel Loomis Rimon
Partner, Jenner & Block
Ashwin Vasan
Former Associate Director of Research, Monitoring and Regulations at the CFPB
Moderated by:
Vince Wilson
Regulatory Counsel, Lead Bank
4:05 PM
40 minutes
AI's role in successful and robust bank-fintech partnerships

Examining how AI facilitates and strengthens collaborations between banks and fintech companies, driving innovation and efficiency.

Andrew Owens
Partner, Steptoe
Jim Jackson
SVP of Strategic Partner Oversight, WebBank
Martha O'Malley
Assistant General Counsel, Prosper
Ryan Christiansen
Executive Director, Stena Center for Financial Technology
Moderated by: Nik Milanovic
General Partner, The Fintech Fund
4:50 PM
15 minutes
Demo Contest Finalists
5:05 PM
20 minutes
Why Generative AI Scares Traditional Banks

Dan Pillemer
‍‍
CEO, Cardworks

Brian W. Jones
‍‍‍
President, Merrick Bank

5:10 PM
5 minutes
Closing Remarks
john-sun

John Sun
Co-founder & CEO,
Spring Labs

5:15 PM
1 hour 15 minutes
Networking

Tech-Compliance Stage

8:00 AM
Breakfast & Registration
9:00 AM
5 minutes
Opening Remarks
john-sun

John Sun
Co-founder & CEO,
Spring Labs

9:05 AM
10 minutes
Intro Message from The Governor
spencer-j-cox

Spencer J. Cox
Governor of Utah  

9:15 AM
25 minutes
Breaking Barriers: Accelerating AI Adoption in Financial Institutions

Al Goldstein
Founder, Chairman & CEO, StoicLane Inc.

Walter J. Mix III
Former California Banking Commissioner

alex-johnson

Moderated by Alex Johnson
Founder,
Fintech Takes  

9:40 AM
40 minutes
Complaint Resolution Reimagined: The AI-powered Complaint Management System

Revolutionizing complaint handling in financial institutions through AI-driven systems that enhance efficiency and customer satisfaction.

Brian Enneking
COO, First Electronic Bank
Laurie Payne
Vice President,
Strategic Partner Oversight, WebBank
Loren Andersen
Head of Customer Operations, Avant
Moderated by:
Dan Chang
General Counsel & Chief Compliance Officer, Splash Financial Inc.
10:20 AM
15 minutes
Coffee Break
10:35 AM
25 minutes
LLMs Demystified: The Surprising Truth About Language Models

Uncovering the potential and limitations of Large Language Models in revolutionizing various aspects of financial services.

Peyman Hesami
Chief Product Officer, Spring Labs
11:05 AM
40 minutes
AI-Driven Compliance in SMB Lending: Managing Risk and Enhancing Customer Experience

Discover how AI helps manage risk and ensure compliance in the growing SMB lending sector. Explore AI's role in streamlining KYB and complaint monitoring to deliver scalable, reliable solutions that improve customer experience

Pooja Elhance
VP of Compliance, Bluevine Inc.
Ryan Hildebrand
EVP & Chief Innovation Officer, Bankwell
Brock Blake
Founder, Lendio
Moderated by:
Anna Fridman
Co-founder, Spring Labs
11:45 AM
1 hour
Lunch Break
12:45 PM
30 minutes
AI for Consumer Good: Redefining Financial Services

Exploring how AI is reshaping financial services to deliver enhanced value and accessibility to consumers.

travis-hill-headshot

Travis Hill
Vice Chairman of the Board of Directors, FDIC

Moderated by Phil Goldfeder
CEO, American Fintech Council 

1:20 PM
40 minutes
The Emerging AI trends: How AI is enabling new financial products and services

Exploring cutting-edge AI applications that are driving the creation of innovative financial products and services.

Emily Reisig
SVP Emprise Embedded Strategic Relationship Leader, Emprise Bank
Carson Lappetito
President,
BankTech & Sunwest
Michael Umlauf
SVP of Data Science, TransUnion
Saurabh Bajaj
Chief Product Officer,
Oscilar
2:45 PM
30 minutes
Coffee Break
3:20 PM
40 minutes
AI's Role in Streamlining Entity Risk Profiling

Enhancing the accuracy and efficiency of business risk assessment through AI-powered profiling techniques

Moody Hadi
Head of Credit Analytics New Product Development, S&P Global
Jordan Esbin
Founder & CEO,
Credit Pulse
Will Tumulty
CEO,
Rapid Finance
Moderated by: Steve Allocca
Former CEO,
Funding Circle
4:05 PM
40 minutes
Regulatory Tech (RegTech): AI's Role in Compliance Automation

Streamlining complex compliance processes like Know Your Business, Know Your Customer, and Anti-Money Laundering through AI automation

Mohamed Elgendy
Co-founder & CEO, Kolena
Peter Piatetsky
Co-founder & CEO,
Castellum.ai
Ana Liza Grandner
Chief Payments Officer, First Bank of the Lake
Moderated by:
Aleks Teichman
Principle,
Brightcheck
4:50 PM
20 minutes
Demo Contest Finalists
5:05 PM
30 minutes
Getting Banks Comfortable with Generative AI: Tips to Take Away

Dan Pillemer
‍‍
CEO, CardWorks

Brian W. Jones
‍‍‍
President, Merrick Bank

5:35 PM
1 hour
Networking