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.
9:00 AM
15 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

Brian Brooks
Former Comptroller of the Currency

Walter J. Mix III
Former California Banking Commissioner

alex-johnson

Moderated by Alex Johnson
Founder,
Fintech Takes  

9:45 AM
45 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
Jesse Honigberg
EVP Product and Platforms, Customers Bank
Margaret Mayer
CTO, Zions Bank
Moderated by Phil Goldfeder
CEO, American Fintech Council
Tech & Compliance Room
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, Splash
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 Sun
Co-founder & CEO, Spring Labs
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

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 Delgato
Chief Risk Officer,
Upstart
evan-weinberger
Moderated by Evan Weinberger
Correspondent, Bloomberg
AI's Role in Streamlining Entity Risk Profiling

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

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.

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.

2:05 PM
40 minutes
Balancing AI Innovation with Risk & Governance: Strategies for Compliant AI deployments
Maria-Kristina Hayden
Founder & CEO, Outfoxm
Reena Bajowala
Shareholder, Greenberg Traurig, LLP
Moderated By: Marty Mitchell
Director of Business Development, Forvis
UBA Compliance Commitee Panel
2:45 PM
15 minutes
Coffee Break
3:20 PM
40 minutes
Navigating the New Normal:
Regulatory approaches to Complaint Monitoring

Adapting to the CFPB's evolving 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
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

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

4:50 PM
20 minutes
Why Generative AI Scares Traditional Banks

Dan Pillemer
‍‍
CEO, Cardworks

Agenda subject to change, please check back frequently for updates.
Room
Ikonik Icon

AI-Native Stage

9:00 AM
30 minutes
Breaking Barriers: Accelerating AI Adoption in Financial Institutions

Brian Brooks
Former Comptroller of the Currency

Walter J. Mix III
Former California Banking Commissioner

alex-johnson

Moderated by Alex Johnson
Founder,
Fintech Takes  

9:30 AM
10 minutes
Intro Message from The Governor
spencer-j-cox

Spencer J. Cox
Governor of Utah  

9:45 AM
45 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
Jesse Honigberg
EVP Product and Platforms, Customers Bank
Margaret Mayer
CTO, Zions Bank
Moderated by Phil Goldfeder
CEO, American Fintech Council
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 Sun
Co-founder & CEO, Spring Labs
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 Delgato
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.

2:45 PM
30 minutes
Coffee Break
3:20 PM
40 minutes
Navigating the New Normal: CFPB's Fresh Take on Complaint Monitoring

Adapting to the CFPB's evolving 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
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
20 minutes
Why Generative AI Scares Traditional Banks

Dan Pillemer
‍‍
CEO, Cardworks

Tech-Compliance Room

9:00 AM
30 minutes
Breaking Barriers: Accelerating AI Adoption in Financial Institutions

Brian Brooks
Former Comptroller of the Currency

Walter J. Mix III
Former California Banking Commissioner

alex-johnson

Moderated by Alex Johnson
Founder,
Fintech Takes  

9:30 AM
10 minutes
Intro Message from The Governor
spencer-j-cox

Spencer J. Cox
Governor of Utah  

9:45 AM
45 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
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.

11:05 AM
40 minutes
AI's Role in Streamlining Entity Risk Profiling

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

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

nik-milanovic

Moderated by Nik Milanovic
General Partner,
The Fintech Fund  

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.

2:45 PM
30 minutes
Coffee Break
3:20 PM
40 minutes
Compliance in SMB and Commercial Lending via AI
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

4:50 PM
20 minutes
Why Generative AI Scares Traditional Banks

Dan Pillemer
‍‍
CEO, Cardworks