Atlanta Stage Keynotes
SVP Social Impact, North America
Marla Blow is the North America lead at the Mastercard Center for Inclusive Growth. Previously, she was Founder and CEO of FS Card Inc. (sold to strategic acquirer). Marla is long-tenured in consumer finance with experience as an executive, a Federal regulator, an entrepreneur, an angel investor, and public and private board service. Ms. Blow is a Henry Crown Fellow as part of the Aspen Global Leadership Network, and holds an MBA from Stanford University’s Graduate School of Business and received her BS in Economics from the Wharton School at the University of Pennsylvania.
Corporate Vice President, Financial Services, World Wide Commercial Business
As Corporate Vice President of Worldwide Financial Services at Microsoft, Borden is responsible for leading the development and execution of Microsoft’s global financial services strategy, including the prioritization of banking, capital markets and insurance industry solutions and their alignment to Microsoft’s worldwide digital platform and partner ecosystem, to support our financial services customers in their digital transformation journeys.
Prior to this role, Borden spent 7 years at Bank of America Merrill Lynch, where he served as a Managing Director. During his time at Bank of America Merrill Lynch, Borden held various leadership positions across Global Transaction Services (GTS), Equity Asset Management Services and Enterprise Payments. Most recently, he was Head of GTS Commerce Solutions where he was responsible for strategy development, product commercialization and go-to market execution.
Prior to joining Bank of America Merrill Lynch, Borden spent 13 years at Citigroup where he held several senior positions including managing director and head of the North America Public Sector State and Local Government team in the company’s Treasury & Trade Solutions organization. He also held senior strategic positions within Citi’s Chairman and Chief Executive Office, and in Citi Cards.
During his four years at R.R. Donnelley & Sons Company, Borden worked in sales, becoming vice president in the General Sales Atlantic & Government Region where he was responsible for managing, organizing, and developing sales for the region.
At International Business Machines Corporation (IBM), Borden performed a number of roles in systems engineering and sales and rose to become a sales manager in the company’s Consulting Group, leading a team that sold business transformation, application development, and systems integration consulting services.
Borden holds a bachelor’s degree in electrical engineering from Cornell University, where he was a varsity football letterman. He also holds a Masters in Business Administration from Northwestern Kellogg School of Management.
Borden is a member of The Executive Leadership Council (ELC), the preeminent membership organization for the development of global black leaders. He is committed to helping the communities in which he lives and works through board membership, volunteering and mentoring. His board memberships include: Chicago Cares (1992-1995); The Robert Toigo Foundation (2006-2008); The Beyond Diversity Resource Center (2005-2015); New Jersey Advocates for Education Advisory Board (2006-2010); Bank of America Black Executive Leadership Council Advisory Board (2012-present); and National Black MBA Association (2018-present).
Chief Information Officer
Scott Case is the chief information officer at Truist Financial Corporation, the nation’s premier financial services company serving approximately 10 million households.
He assumed this position on December 2019, with the closing of the merger of equals between BB&T Corporation and SunTrust Banks, Inc. He is a member of the company’s executive leadership team.
Case is responsible for Truist’s organizational unit that provides the company’s overall technology, operations and information-related services.
Case has 25 years of experience in financial services leading transformational change and delivering innovative solutions. He initially joined Truist predecessor SunTrust in April 2015, serving as chief technology officer for the company’s consumer segment. In this role, he drove the delivery of technology solutions supporting products and services for consumer lending, mortgage, retail banking and private wealth management. In October 2017, Case became chief information officer for Ciox Health, then rejoined SunTrust as chief Information officer in February 2018.
Prior to SunTrust, Case served in senior technology executive positions with Bank of America for 15 years, including head of technology for Europe and Asia credit card services.
Case is a member of the board of directors for TechBridge, an Atlanta-based nonprofit that works with nonprofits on the frontline of breaking the cycle of generational poverty.
Case holds a bachelor’s degree in management science and marketing from the State University of New York at Geneseo and a Master of Business Administration in finance from the University of North Carolina at Charlotte’s Belk College of Business.
Chief Operating Officer
Manning is the Chief Operating Officer for Acorns. He oversees the business with direct accountability for growth, retention, experimentation, customer service, analytics, project management, and Acorns’ regulated entities.
Prior to Acorns, Manning launched market-leading products and programs at JPMorgan Chase like Chase Sapphire, Chase Freedom, and Chase Ultimate Rewards, and was named an Ad Age “40 Under 40.” He also spent four years in Beijing, China, as CMO of JPMorgan Chase’s consumer team and while there, founded a local credit card business. During his 18-year tenure at Chase, Manning oversaw many departments including Branding, Advertising, Product Development, Marketing, Corporate Development, Innovation, B2B Corporate Sales Strategy, and, lastly, as the Managing Director of Loyalty Innovation. He graduated from Indiana University and he and his wife have three future Acorns investors.
President & CEO
Chief Financial Officer
Vice Chairman & President, Strategic Growth
Mike Froman serves as vice chairman and president, Strategic Growth for Mastercard. In that role he is responsible for growing strategic partnerships, scaling new business opportunities, and advancing the company’s efforts to partner with governments and other institutions to address major societal and economic issues. He and his team drive financial inclusion and inclusive growth efforts and work to develop new businesses key to the company’s strategic growth.
Mike oversees the Mastercard Center for Inclusive Growth and is a member of the company’s management committee.
Prior to joining Mastercard, Mike was affiliated with the Council on Foreign Relations and continues to serve as a distinguished fellow. In September, 2018, Mike joined the Board of Directors of The Walt Disney Company.
From 2013 to 2017, Mike served as the U.S. Trade Representative, President Barack Obama’s principal advisor and negotiator on international trade and investment issues. During his tenure, Mike worked to open foreign markets for U.S. goods and services, reach landmark trade agreements and enforce the rights of American workers, farmers and firms. From 2009-2013, he served at the White House as assistant to the President and deputy national security advisor for international economic affairs.
Prior to joining the Obama Administration, Mike held several executive positions at Citigroup, including CEO of its international insurance business, COO of its $50 billion alternative investments business and head of its infrastructure investment business. He helped shape the company’s strategy in China, India, Brazil and other emerging markets. Earlier in his career, during the Clinton Administration, he worked at the White House and the Treasury Department.
Mike received a bachelor’s degree in public and international affairs from Princeton University, a doctorate in international relations from Oxford University, and a law degree from Harvard Law School, where he was an editor of the Harvard Law Review.
Dr. Vivian Greentree
SVP & Head of Global Citizenship
Vivian Greentree, Ph.D., is a Senior Vice President and Head of Global Corporate Citizenship and President of the Fiserv Cares Foundation at Fiserv, where she has created award winning employee-centric programming while driving diversity and inclusion and community investment efforts and culture-development. Vivian joined Fiserv through the Fiserv acquisition of First Data in 2019, where she served in the same capacity. Before launching First Data’s Office of Corporate Citizenship, she joined First Data as the Head of Military and Veteran Affairs in February 2014. In that role Vivian created First Data Salutes, a company-wide military engagement strategy to provide the military community with access to career opportunities and best-in-class education resources, while offering premier business solutions to veteran-owned businesses. In recognition of First Data’s success under Vivian’s leadership, First Data was ranked #1 on Military Times’ Best for Vets: Employers in 2017 2018, and again in 2019. Prior to joining First Data, Vivian co-founded Blue Star Families, the largest national military family organization in the country where she created and oversaw BSF’s groundbreaking and now annual Military Family Lifestyle Survey, which examines a broad spectrum of issues affecting modern-day military families, including a military community civic health index.
Vivian is a Navy veteran and military spouse with leadership experience across public, non-profit, and private sectors. In 2019 she was accepted into the prestigious Presidential Leadership Scholar program, designated a City of Alexandria “40 Under 40,” and was recognized by the Washington Business Journal as a “Veteran Who Means Business.” In 2020, she was awarded Corporate Citizen of the Year by the Atlanta Business Chronicle. Vivian is dedicated to creating positive spaces for citizens to thrive and firmly believes organizations and communities are powered by people and that human capital management is the key for effective organizations and a flourishing, civically engaged society. She currently serves on the Board of Directors for Dog Tag Bakery, a veteran entrepreneurship incubator, is on the Board of Advisors for Girl Scouts of America’s Greater Atlanta Council, and the Alumni Association Advisory Board for the School of Public and International Affairs at the University of Georgia. Most recently, she joined the Board of Directors for the Red Cross of Georgia. She is a proud military spouse, married to a recently retired Naval Aviator, and together they have two boys, ages 16 and 13.
Conor Ó hAonghusa
Keeper of Contagious Passion
Conor Ó hAonghusa is an entrepreneur who has spent over 20 years working in business development internationally. Conor spent 20 years in the premium spirits sector, living in Eastern Europe, South America and the US. Following his work in the premium spirits sector, he joined the growing ETF industry where he was the Head of Audience Development for ETF.com and the Inside ETFs conferences and additionally was Head of Business Development at Jobs in ETFs.
Conor was born shy and stayed that way for years. When he came out of his shell Conor realized that he had the gift of contagious passion and a kick-ass can do attitude – useful stuff actually. He has always wanted to help change the world in some small way and Spark Network is his opportunity to do just that. Conor lives in San Sebastian where his medicine is a year-round daily ocean swim, travel permitting.
Radio and television presenter, producer, journalist & tastemaker
Chief Technology Officer
Bryson Koehler is leading the technology transformation of Equifax, a global data, analytics and technology company. As a vision-driven, no-nonsense leader, he inspires his global technology teams to build products and services that create data insights – empowering customers and partners to make more informed decisions. Koehler is recognized for creating positive change within an organization through innovative technology and relentless relationship building.
Previously, Koehler drove efforts to bring IBM Watson together with a full suite of cloud native capabilities as a common platform aimed at providing world-class, developer-friendly cognitive tools. These efforts culminated in the relaunch of IBM Watson and Cloud Platform. Additionally, he was chief technology and information officer at The Weather Channel Companies (TWCC) before it was acquired in 2015 by IBM.
Koehler is an active member of his community. He helps shape Georgia’s technology community by serving on the boards of directors for the Technology Association of Georgia (TAG) and the Atlanta Chief Information Officer (CIO) Advisory Board. Koehler also sits on the board of directors for Atlanta Habitat for Humanity, which is now one of the largest affordable, single-family housing developers in Atlanta, and the board of Technology and Data Committee of Realogy, a leading provider of residential real estate services.
Koehler holds bachelor’s degrees in political science and communications from the University of North Carolina at Chapel Hill.
Consumer Financial Protection Bureau
Forester, Environmental Activist, Keyboardist & Music Director
Founder & CEO, Loeb.nyc; Co-Founder & Chairman
Michael Loeb is a serial entrepreneur and the founder and CEO of Loeb.nyc.
After starting his career at Time, Inc., Michael co-founded the Synapse Group with then partner, Jay Walker. Under Michael’s direction, Synapse grew to become the largest seller of consumer magazine subscriptions worldwide, with its revolutionary and patented Continuous Service Model. Michael and Jay went on to form and incubate Priceline.com together at Synapse, leveraging a shared team of operators and capital.
When Synapse Group was sold to Time Warner in 2006, Michael formed Loeb Enterprises with partner, Rich Vogel to ideate and develop new business concepts. The largest of those ventures was ScriptRelief, a pharmacy discount provider that has a membership in excess of 12 million Americans.
In 2019, Loeb Enterprises rebranded to Loeb.nyc and boasts a portfolio of over 18 direct investments, most of which execute from Loeb.nyc headquarters in Manhattan. Under Michael’s visionary leadership, Loeb.nyc has established a new model for startup investments. By pairing exceptional strategic and executional talent with passionate founders, Loeb.nyc significantly de-risks startup launches.
Michael sits on the board of several non-profit organizations and is an avid philanthropist. He currently resides in New York City with his wife and children.
The Financial Brand
Jim Marous has been named as the leading influencer in banking, is the co-publisher of The Financial Brand, the owner and publisher of the Digital Banking Report and the host of the top 5 banking podcast, Banking Transformed.
As a sought-after speaker, author and recognized industry futurist and authority on disruption in the financial services industry, Marous is often featured by international press. He also has spoken to audiences in over 50 countries on how individuals and organizations must respond to the digital transformation of financial services.
Chef, American Bar in New York; Culinary Journalist & Activist
Carolina is currently the Executive chef of two New York City Restaurants in NYC, Cafe Clover & the recently opened American Bar. When she is not in the restaurants, or even when she is, she’s working with the co-organizers of Breaking Bread on feeding members of the New York community who are food insecure, as well as with Fairshare, a company that guides brands to focus on social impact strategy. She’s recently become part of the Spark Network team as one of their content creators.
Caro, as many call her, has always been a huge believer in the power of food, especially as it relates to greater understanding of culture & humanity. She presently sits on the advisory board for ABLF, a non-Profit which focuses on upward mobility for marginalized communities. She first entered the “world of food” In 2008 where she joined the team at Epicurious.com, and eventually joined the opening team at Comodo, a Latin-inspired restaurant which resided on MacDougal St.
Prior to her work there, she founded her culinary consultancy Call Me Caro where she created food programs for start up companies like The Assemblage & Parsley Health, as well as provided chef services for mission driven concepts where food played an integral part in connecting with the community. Over the years she’s worked with companies/Organizations like Thinx, Lily CBD, The Bowery Mission, A Second U Foundation, Dive in Well, Kin Euphorics, Great Jones, WPA, and The No.29.
SVP Corporate Affairs & Communications
As Senior Vice President, Corporate Affairs, Franz W. Paasche leads PayPal’s global external and internal communications functions and the company’s global government relations and public policy activities which contribute to the company’s overall Business Affairs mandate. He also is responsible for leading PayPal’s Social Innovation efforts to drive positive social impact and make a difference for consumers, businesses and communities around the world. In this role, Franz brings over 25 years of extensive expertise in corporate, communications, government, legal and public affairs domains to PayPal’s expanding global network.
Before joining PayPal, Franz served as Head of External Relations for North America for McKinsey & Company, where he was responsible for external relations, public affairs, strategic communications and reputation risk, and oversaw issues management, thought leadership initiatives, and knowledge relationships across McKinsey’s Americas region. In addition, he served on the firm’s Global Communications and Publishing Executive Committee and provided counsel to McKinsey’s senior leadership and practice leaders.
Prior to McKinsey, Franz was a Senior Partner at Communications Consulting Worldwide, Fleishman Hillard’s multi-disciplinary strategic communications firm. Head of the firm’s leadership communications practice, he provided counsel to a wide range of global and national companies and institutions on reputation management, strategic leadership communications, brand development, public affairs and crisis communications.
In addition, Franz has been a Managing Director of the New York strategic communications firm Clark & Weinstock; General Counsel and Executive Vice President at the real-time financial information and technology company Market Data Corporation; and a litigator with the international law firm Paul, Weiss, Rifkind, Wharton & Garrison LLP. He’s a former staff member for Sen. Daniel Patrick Moynihan and has served as a lecturer on Leadership in Communications at Columbia University’s School of Continuing Education.
Franz graduated from Swarthmore College with High Honors in Political Science, English Literature and American Economic History. He received his law degree from the Columbia University School of Law, where he was a Harlan Fiske Stone Scholar and an editor of the Columbia Journal of Transnational Law. He is a member of the Bar in New York State and in New York City.
He was named to the Holmes Report’s Influence 100 list of the industry’s most influential corporate communications executives in 2016, 2017 and 2018, and was recognized as The Holmes Report’s Innovation Excellence, Brand Professional SABRE Award recipient in 2018. Franz was named PR Professional of the Year in the Corporate and Nonprofit category by PRNews in 2017. He is also a member of the Arthur Page Society.
Franz was named to the Brennan Center for Justice Board of Directors in 2018.
Co-Founder & CEO
After growing up with a single mother who worked nonstop to make ends meet, seeing his father work to generate multiple incomes to fund his life in retirement and seeing the massive/growing income challenges in the U.S., Adam is happy to be working with a passionate team on building Steady.
Steady is currently helping its 2 million Members to supplement their incomes, receive ongoing digital advice on how to reach their income potential and improve their overall financial health, guiding over $500 million of incremental and attributable earnings for its Members in 2019.
Adam is emerging as a leading advocate and thought leader for part-time, contract, hourly and gig workers.
Adam previously spent a number of very challenging years building and investing in businesses in China, including 6 years working to help stimulate economic and jobs growth in Tier 2 and Tier 3 cities of China with a focus on investing heavily in renewable energy to lower China’s out of control carbon footprint.
Adam started his career with a decade in investment banking, working in M&A and corporate finance transactions, primarily at Lehman Brothers and Barrington Associates (sold to Wells Fargo).
Adam has also served on numerous corporate and non-profit Boards, including the Los Angeles Tourism & Convention Board and Big Brothers Big Sisters of Los Angeles and Orange County.
Trust and Security Marketing Lead, Google Cloud
Rob Sadowski is the Trust & Security Product Lead for Google Cloud at Google. He is responsible for creating and delivering Google Cloud’s security message, spanning platforms, applications, and connected devices. Prior to joining Google, he held multiple senior roles in strategy and marketing at RSA Security, including go-to-market for RSA’s efforts to secure electronic payments, working with merchants, acquirers, associations, financial institutions, and technology providers. He is a former member of the PCI Security Standards Council Board of Advisors and has been an expert commentator on security issues to global media outlets including CNN, USA Today, the Financial Times, NPR, Fox Business, and CNBC.
Associate Editor, Technology
SVP & GM Global Digital Commerce
Nandan Sheth serves as Senior Vice President and General Manager of Global Debit Solutions at Fiserv. Nandan is a seasoned financial technology executive with 18 years of experience in the industry. Mr. Sheth has started multiple financial technology companies that have successfully driven product innovation in the payments and digital commerce marketplace. Most recently Nandan served as President & Co-Founder of Acculynk, a debit and alternative payments solution provider.
Fiserv acquired Acculynk in April 2017. At Fiserv Nandan is responsible for Fiserv’s merchant facing smart routing, digital disbursements, international acceptance and P2P strategies. Nandan and his team help clients leverage the debit networks and alternative payment rails to reduce cost of acceptance while driving incremental revenue from emerging international markets.
Prior to starting Acculynk, Mr. Sheth co-founded Harbor Payments where he served as Chief Operating Officer. Harbor Payments was sold to American Express in December 2006. Mr. Sheth has worked for professional service firms and Fortune 1000 corporations across North America and Europe. Nandan also serves on the South East board of the Boys & Girls Clubs of America where he is a National Trustee.
Nandan holds a Bachelor of Science Degree with Honors in Business Computing Systems from City University (London, UK) as well as an MBA from Cass Business School (London, UK).
Strategist & Advisory Counsel
As a fintech and blockchain strategist and advisory counsel, Youssef Sneifer brings legal, strategic and business understanding to help Perkins Coie and our clients navigate the ever-evolving and growing blockchain and fintech industries. Having spent almost 20 years in innovative legal practice, including 14 years at a global technology company serving in multiple leadership roles, Youssef uses his passion and experience to enable clients to evolve and navigate digital transformation, especially in financial services, payments and blockchain.
Youssef is responsible for focusing and guiding the firm’s growing Blockchain practice, continuing to evolve its vibrant Fintech practice, and driving the strategy to enhance and develop innovative practice capabilities for blockchain and fintech clients. Youssef leads industry and regulatory outreach efforts and provides thought leadership and counsel to clients on the evolution of law and regulations affecting their fintech and blockchain offerings.
Prior to joining Perkins Coie, Youssef served as president of Microsoft Payments, Inc., where he planned, directed and controlled the entity’s overall business strategy and day-today-execution. Prior to joining Microsoft Payments, Inc., Youssef served as the assistant general counsel at Microsoft Corporation’s Legal and Corporate Affairs, where he advised clients on a variety of legal and regulatory financial, commerce, and payments issues.
Youssef has a strong background advising clients on a variety of commercial transactions, including procurement, IT and supply chain, with a special focus on commerce and payment services, such as online and offline electronic payment services, prepaid access/stored value/virtual currency and cross-border payment. Prior to joining Microsoft, he was an attorney in private practice, where he focused on corporate restructuring, reorganization and insolvency.
Matt is the Chief Executive Officer of DHG. He leads the implementation of DHG’s strategy, focusing on five key areas — Talent, Leadership, Growth, Service and Performance. The DHG strategy supports the Firm’s mission which is to build valuable careers with our people and to help our clients achieve their goals. The mission truly serves as Matt’s compass for leading DHG.
In his 30+ year career, Matt has had the opportunity to work with clients ranging from start-ups to large national organizations. This experience has enabled him to connect with a variety of clients and build a passion for excellent client service. His keen understanding of how clients should be served drives this priority for DHG, and he truly enjoys sharing with our people how to define and deliver excellent client service.
Several additional priorities shape Matt’s focus as a leader. Matt believes in balancing his career and personal life. Family always comes first and he enjoys spending time with his wife and two children, traveling, watching movies and attending sporting events. He is also passionate about talent development. In describing this passion, Matt explains how rewarding it is to mentor young associates and watch their careers flourish as they become trusted advisors. Another passion centers on the DHG values: Passion, Innovation, Trust, Relationships. Matt seeks to keep our values deeply rooted in our culture in order to drive long term success for DHG.
As CEO, Matt is an active leader in Praxity, DHG’s international alliance of accounting firms, which helps DHG successfully meet its clients’ needs across the globe. He currently serves on the Governing Council of Praxity, and works internally and externally to build relationships within Praxity’s alliance of more than 33,400 professionals.
Prior to becoming CEO, Matt was the Regional Managing Partner for the Firm’s Charlotte region, where he led and managed rapid growth in that market and helped extend the Firm’s Advisory Practice across the DHG footprint. Matt has also carried key client service roles, serving as the lead audit partner on a number of the Firm’s largest public company audit clients. He has advised on assurance, corporate governance, mergers and acquisitions and financial reporting matters, primarily in the financial services industry.
Before joining DHG, Matt served as an audit partner at a Big Four firm where he spent more than 20 years working with public companies in the financial services, manufacturing and restaurant industries. While a partner, Matt served a rotation in that firm’s national Department of Professional Practice, and he was later named an SEC Partner through which he served in a technical review role on public company audit engagements.
Matt is an active leader within the profession and the broader business and civic communities within the Firm’s footprint. He currently serves on the Board of Visitors for the Wake Forest University School of Business, and is a member of the Board of Advisors for the Wake Forest University Charlotte Center. Matt is the Chairman of the Major Firms Group of the American Institute of Certified Public Accountants (AICPA) and also serves as an at-large, appointed member of the Governing Council of the AICPA. He was previously on the Board of Directors of the United Way of the Central Carolinas, where he also served as the Chairman of the Finance Committee.
Founder, President & CEO
Financial Health Network
Jennifer Tescher is the Founder, President and Chief Executive Officer of Financial Health Network (formerly the Center for Financial Services Innovation), the nation’s authority on financial health. The Financial Health Network is a trusted resource for business leaders, policymakers, and innovators united in a mission to improve financial health for all. As an entrepreneur, innovator and forceful voice for change, Jennifer has focused her work and career on the idea that, by aligning consumer and provider success, business can be a force for good in the lives of consumers, communities and the economy.
Tescher founded what was then CFSI in 2004 to champion increased access to high-quality financial products and services for underserved consumers. Over two decades, she has cultivated a robust network of relationships to raise the profile of financial health, and today the Financial Health Network has built a Network of over 150 companies and organizations committed to financial health for their customers, employees and communities. Through its Financial Solutions Lab, the organization has invested in more than 40 fintech innovators who are developing solutions to critical financial health challenges. The organization’s deep consumer research and financial health measurement platform generate the data and insights that are driving practitioners and policymakers alike to build powerful financial health strategies, products and practices.
Jennifer is a recognized thought leader, with a regular column in Forbes and frequent interviews and articles in both the mainstream and financial press and major speaking engagements at a broad spectrum of industry and policy conferences. She participates as an advisory board member for several of the nation’s largest financial institutions, nonprofits and research organizations, and previously served terms on the Federal Reserve Board’s Consumer Advisory Council and the Fannie Mae Affordable Housing Advisory Council. She currently serves on the board of Elevate Energy.
A native of Miami, Jennifer graduated from Northwestern University’s Medill School of Journalism with a combined BSJ and MSJ. She holds an MPP from the University of Chicago’s Harris School, where she gave the commencement address in 2016. She lives in Chicago with her husband, bestselling author Jonathan Eig, and their children, Lillian, Lola, and Jeffery.
Tanya Van Court
Founder & CEO
M. Troy Woods
Prior to the merger with Global Payments in 2019, Mr. Woods served as Chairman of the Board, President and Chief Executive Officer of TSYS.
Since he joined TSYS in 1987, Mr. Woods has guided the company’s diversification strategy into faster growing areas of payments, directed TSYS’ international expansion and introduced its brand promise, People-Centered Payments, based on the belief that payments should revolve around people, not the other way around.
Mr. Woods started his career at Columbus Bank and Trust Company (Columbus, Ga.) on a part-time basis in 1970. From 1977 to 1979 he served as Senior Vice President for card services with United American Bank, Knoxville, TN. In 1979 he joined AmSouth Bank in Birmingham, AL, where he eventually became Senior Vice President of Consumer Lending in 1982.
Mr. Woods also serves, or has served, on the Board of Directors of the YMCA of Metropolitan Columbus (Ga.), West Georgia Honor Flight and the Greater Columbus Georgia Chamber of Commerce. He has also served as a member of the Board of Trustees for Columbus State University, the River Center for the Performing Arts and is currently a member of the Business Roundtable.
He earned a bachelor’s degree from Columbus State University and also graduated from the University of Virginia’s Graduate School of Retail Bank Management; Louisiana State University’s School of Banking of the South; and University of Pennsylvania’s CEO Academy at The Wharton School.
World Stage Keynotes
Olugbenga (“GB”) Agboola
Co-Founder & CEO
Olugbenga Agboola is the Founder and CEO at Flutterwave. A serial entrepreneur with two exits under his belt, he has over 15 years of experience in building scalable financial technology firms. He has contributed to the development of fintech solutions to several companies and financial institutions such as PayPal, Standard Bank, Google, among others. His last fintech venture focused on easy APMs scaled quickly and resulted in an acquisition by a Bank.
His software engineering background and expertise in enterprise architecture and payments helped steer initiatives with institutions such as the Royal Bank of Scotland as a Business Entrepreneur and Africa Fintech Foundry as the Senior Entrepreneur in Residence.
Among GB’s well-rounded background includes an MBA from the Massachusetts Institute of Technology and The Wharton School of Management including being an alumni of the University of Westminister.
Global Crypto Leader, Asia FinTech Leader, Partner
Henri Arslanian is the PwC Global Crypto Leader and partner, the former Chairman of the FinTech Association of Hong Kong and an Adjunct Professor at the University of Hong Kong where he teaches the first FinTech university course in Asia.
Henri advises many of the world’s leading crypto exchanges, investors, financial institutions and tech firms on their FinTech and crypto initiatives as well numerous governments, regulators and central banks on Fintech and crypto regulatory and policy matters.
With over 500,000 LinkedIn followers, Henri is a TEDx and global keynote speaker, a best-selling published author and is regularly featured in global media including Bloomberg, CNBC, CNN, The Wall Street Journal and the Financial Times.
Henri was named by LinkedIn as one of the global Top Voices in Economy & Finance and is the host of the FinTechCapsules™ and CryptoCapsules™ social media series.
Henri was recently named by Onalytica as the #1 most influential individual on Finance globally on LinkedIn out of 50k+ individuals working at the top professional services and management consulting firms in the world. Chambers Global named Henri the “highest profile FinTech consultant in Hong Kong” and Asian Private Banker awarded him the “FinTech Changemaker of the Year” award.
Henri’s latest book “The Future of Finance: The Impact of FinTech, AI and Crypto on Financial Services” published by Palgrave Macmillan, was ranked as one of Amazon’s global top 10 best-sellers in financial services and was recognized as one of the “Best FinTech Books of All Time” by Bookauthority.
Before joining PwC, Henri was with a FinTech start-up and previously spent many years with UBS Investment Bank in Hong Kong. Henri started his career as a financial markets and funds lawyer in Canada and Hong Kong.
Henri speaks five languages including English, French, Armenian, Spanish and Mandarin Chinese.
He holds a Masters in Chinese Law from Tsinghua University; a joint Global Executive MBA from Columbia Business School, London Business School, and Hong Kong University; a Bachelor of Law from the University of Montreal (Dean’s List of Excellence) and a Masters in Transnational Law from the University of Sherbrooke, where he was awarded the Governor General of Canada Gold Medal for Academic Excellence for having graduated with the highest grades of the university.
Junior Minister for Financial Services & Digital Economy
Government of Malta
Director, Communications & Community, Engage Ventures
Holly is the Director of Communications and Community at Engage. She joins Engage after spending three years as Editor-in-Chief at Hypepotamus, the leading startup and technology publication in the Southeast. As editorial lead at Hypepotamus, Holly led content direction and strategy for a team covering a seven-state region.
Prior to Hypepotamus, Holly worked at digital health company Sharecare as part of a small team overseeing media relations, product launch PR strategy, and executive and internal communication during a fast-growth phase that saw five acquisitions and three founding rounds for the company. She also worked in communications at the Renaissance Computing Institute in Durham, Noth Carolina, and as a Fellow in the White House Council on Environmental Quality.
Holly is passionate about building a more equitable Atlanta and is active in organizations like the Center for Civic Innovation and the Metro Atlanta Chamber’s ATLeaders Council. She was a finalist for the Technology Association of Georgia’s #OneInAMillennial award and a CCI Innovation Impact Award finalist.
Holly earned her degree from the University of North Carolina at Chapel Hill.
Chief Commercial Officer
Rajiv Chandna is the Chief Commercial Officer for OVO, Indonesia’s largest FinTech ecosystem. He is responsible for leading OVO’s Financial Services business lines to deliver usable, innovative products that enable social and financial mobility.
Originally from India, Rajiv has deep roots in Asia. His family is spread across India, Taiwan, China, Singapore, Thailand and of course Indonesia, where he lives with his wife and daughter.
Prior to joining OVO in Indonesia, Rajiv was part of the launch team for Grab Financial Group in Singapore. Rajiv’s previous experiences spans a wide range of industries including the Boston Consulting Group (BCG), DHL and the United Nations.
Rajiv has an MBA from London Business School.
Rodrigo Dantas e Silva
Americas Payments Leader
Head of Strategic Initiatives & Business Management
Standard Chartered Bank
Managing Director, Tech Strategy & Advisory
Chad Duncan is a Managing Director at Accenture. Based in Atlanta, Chad has over 26 years of experience in strategy and consulting and has focused the last 15 years advising the world’s largest financial services companies. Chad is a leader in Accenture’s Technology Strategy and Consulting practice, and he helps banking, capital markets, payments and insurance clients unlock the power of the latest technologies and use cloud transformation as a business enabler.
Chad is co-chair of the CHRIS 180 advisory council. CHRIS 180’s mission is to improve our community by providing children, adults, and families with high-quality, trauma-informed behavioral health services and support systems.
Chad earned a Bachelor of Business Administration from Millsaps College and is a graduate of the Leadership Atlanta class of 2015.
Assistant Director of International Business Development
Trevin Dye currently serves as the Assistant Director of International Business Development for the Japanese government at the Japan External Trade Organization (JETRO). In this capacity, he seeks to identify and support foreign companies with interest and viability to enter the Japanese/Southeast Asian market, particularly related to physical expansion and international product placement, and global branding. He also supports Japanese firms seeking to establish partnerships or expand business abroad. For this purpose, he works closely with company and industry leaders, international business organizations, and governmental entities, in an effort to share information, plan events, etc. in a manner that is mutually advantageous and beneficial.
Kurt Farrugia was appointed Chief Executive Officer of Malta Enterprise on 1st August 2019. Previously, he served as Head of Government Communication and spokesperson for the Prime Minister between 2013 and 2019.
In August 2017, the Prime Minister appointed Mr Farrugia on the Malta-UK Business Promotion Task Force where he actively contributed on matters related to investment promotion in the UK. In April 2019 he was appointed on the New Economic Niches Committee of Malta Enterprise.
Mr Farrugia formed part of the Task Force organising the Valletta Summit on Migration and the Commonwealth Head of Governments Meeting held in 2015, as well as the Informal European Council during Malta’s Presidency of the Council of the European Union in February 2017. He accompanied the Prime Minister in most of his international engagements at EU level.
Mr Farrugia’s career before his role at the Office of the Prime Minister was in journalism and politics. He graduated in Communications and is currently reading for a Masters Degree in Entrepreneurship at the University of Malta.
Chief Revenue Officer
Clayton Feick is the Chief Revenue Officer at Flinks, a data and analytics provider to banks, asset managers, FinTechs and payment providers. Flinks connects apps with customers’ banks to verify account ownership, account balances, or access transactional data and analytics. Feick was most recently Vice President, Global Head of Sales and Business Development at Nasdaq’s Quandl, which provides alternative and core financial data to hedge funds and institutional investors. Feick led Quandl’s growth until its acquisition by Nasdaq’s Global Information Services business unit in December 2018. Prior to Quandl, Feick was a Global Lead at Thomson Reuters (now Refinitiv), managing relationships with the firm’s largest Canadian financial services clients, as part of its Financial & Risk business.
Co-Founder & CEO
EVP Strategy & Innovation
Amit Goel is the Founder and CSO of MEDICI Global and leads the strategy and development of the company’s products (Listening engine, MEDICI score, content and reports) and the technology platform. He has been recognized as a Top 100 FinTech people in the world and Top 10 influencers in Asia multiple times by different agencies.
Founder & CEO
Cesar Gon is an entrepreneur in the tech/digital space. He taught himself computer programming by the age of 11, and at 13 sold the code of a chess game to a tech magazine. At the age of 23, he founded CI&T, a pioneering digital service company to help large enterprises make shifts at scale, connecting business outcomes with technology solutions. Under his leadership as CEO, the company achieved 25 years of consecutive growth and global expansion. Gon is a Computer Engineer, with a masters degree in Computer Science from the State University of Campinas. He is also an active investor in venture funds and startups. In 2019 he was awarded EY Entrepreneur Of The Year™ in Brazil. Has three children, loves tech, lean, wines, cigars and football.
Chief Information Officer
Ricardo Ribeiro Mandacaru Guerra has been a partner in the Partner Program since 2015 and Executive Director at Itaú Unibanco Group since 2014, serving as CIO since 2015, responsible for the technology area. He held several positions in the Itaú Unibanco Group, including that of Channel Director (2008 to 2014); Superintendent of Individual Financing Products (2007 to 2008); Credit Policy Superintendent (2006 to 2007); Superintendent of Electronic Channels Management (2002 to 2006) and Project Leader for Internet (1996 to 2000).
He started his career at Itaú Unibanco Group in 1993 acting as a Systems Analyst.
He holds a BA in Civil Engineering from the Polytechnic School of the University of São Paulo (USP), São Paulo, Brazil; Bachelor of Business Administration from the Faculty of Economics, Administration, Accounting at the University of São Paulo (FEA-USP), São Paulo, Brazil and an MBA from the Kellogg School of Management at Northwestern University, Illinois, USA.
Co-Founder & President
Co-Founder & CEO, eBanqo; Co-Founder
Chief of International Partnerships
Alison Jap (Alison) joined DOKU in 2013, as Senior Manager, International Partnerships where her primary responsibility was to grow DOKU’s presence amongst international merchants and partners. In 2019, Alison became DOKU’s Chief of International Partnerships where she continues to expand DOKU’s network. Alison is an active Board Member of the Indonesian FinTech Association (AFTECH), holding the role of Executive Head of Partnerships since 2018. Prior to joining DOKU, Alison was working in the marketing field at Banyan Tree Hotels and Resorts and Research In Motion (BlackBerry). She graduated from Cornell University in 2007 with a Bachelor of Science degree in Hospitality Management.
Founder & CEO
Aditya Khurjekar is CEO and Founder at MEDICI Global, the world’s #1 destination for FinTech data, insights, research and media.
MEDICI’s proprietary platform covering 15,000+ companies in 65+ FinTech sub-segments, supports the largest community in the industry with an audience of 200,000+ executive leaders and innovators across financial services, banking, insurance, venture capital, government and regulatory bodies. MEDICI offers the Advisory Membership to accelerate enterprise innovation, the Studio Membership to showcase FinTech-enabled innovation, and the Inner Circle Membership for investors and professionals in the ecosystem.
Aditya was previously founder at Money20/20 where he built the brand foundation and the original program for the inaugural event in 2012. At Verizon since 2004, he was founder of the mobile payments joint venture that now powers Apple Pay. Aditya spent his early career in semiconductors and held leadership positions in enterprise software and mobile devices.
Aditya has a Masters degree in Electrical Engineering and an MBA from New York University Stern School of Business.
Senior Investment Officer for Africa
Accion Venture Lab
Ashley Lewis is a Senior Investment Officer focused on the Africa region with Accion Venture Lab, Accion’s seed-stage impact investment initiative in fintech for the underserved. Ashley has fifteen years of experience across financial services, investments, and social ventures, and has dedicated her time to investing in and scaling social ventures across sub-Saharan Africa and Southeast Asia. Prior to joining Venture Lab, Ashley worked as an investment consultant and early-stage venture accelerator manager with LGT Venture Philanthropy in Thailand and Uganda. Ashley also brings experience from her time in the institutional asset management arms of Goldman Sachs and Vanguard. Ashley has a bachelor’s degree from Morgan State University and a MBA from HEC Paris. She is a fellow with the Finance Innovation Lab of London.
Senior Executive Officer
Monetary Authority of Singapore
Global Emerging Markets Fintech Leader
Varun Mittal is working at the cross-section of digital business building and financial services in South-East Asia and global emerging markets. He has developed and implemented strategy, technology rollout, ecosystem management, and regulatory engagement for financial institutions as well as digital and internet technology companies.
Varun is the currently the youngest partner at professional services company, EY Singapore office covering financial services and technology verticals. Previously, he was first Marketing and Sales hire of helloPay at the first pan-SEA wallet, scaled helloPay team to 150+ in 12 months as Regional Head of Operations, spread across six countries and managed its acquisition by ANT Financial (Alipay). He is co-founder of Singapore Fintech Association, official fintech body of Singapore funded by Monetary Authority of Singapore. In December, he will be releasing a book titled, “Singapore – The Fintech Nation”, published by McGraw Hill, covering the journey of the development of Singapore as a fintech hub from 2015-2020.
He undertook his MBA at the National University of Singapore and graduated with computer science engineering as his undergraduate major. Before EY, he led payments for Samsung and Singtel in South-East Asia. He is the fintech and digital expert for Channel News Asia and one of most quoted spokespersons in ASEAN Financial services space with features and bylines in Straits Times, Business Times, Reuters, Bloomberg, and The Ken.
Co-Founder & CEO
Former commercial banker and second time founder Keren Moynihan knows the challenges of securing financing from a business and lender’s perspective. She co-founded Boss Insights, a data platform empowering banks and credit unions to fund businesses. Keren has 15+ years’ experience in financial services as a banker, advisor, securing a joint JD/MBA & was awarded a Top 25 Leader in Lending. Under Keren’s leadership, Boss Insights serves business lenders and was featured in publications like Forbes, American Bankers Association, Bank Innovation and Financial Brand. Keren envisions bridging the need-gap in the lending industry and powering the economic engine of the future: SMBs and Commercial businesses.
Co-Founder and CEO
Prajit Nanu is the Co-Founder and CEO of Nium, a global financial technology platform that aims to break currency borders by empowering businesses and consumers to send, spend and receive funds anywhere in the world in a more convenient and transparent way.
Based in the company’s headquarters in Singapore, Prajit is responsible for expanding the company’s geographic reach and establishing Nium as a leading financial technology platform all over the world. He oversees not just Nium’s B2B arm of the business, but also its B2C platform InstaReM, powered by Nium’s technology. Prajit is also responsible for driving innovation in key markets that Nium has offices in, including Australia, Canada, Hong Kong, India, Indonesia, Japan, Malaysia, Singapore, United Kingdom and the United States of America.
Prior to co-founding InstaReM and eventually, Nium, Prajit held leadership positions in various global organizations. He was the Global Sales Director at TMF Group, a multinational professional services firm headquartered in Amsterdam, and was the Vice President of Sales and Account Management at WNS Global Services, a business process management company.
Prajit holds a Bachelor’s in Commerce & Economics from the University of Mumbai.
Global New Payments Ecosystems Lead
Dr. Babatunde Obrimah
Chief Operating Officer
Fintech Association of Nigeria
Dr. Babatunde Oghenobruche Obrimah a Fintech enthusiast, is the Chief Operating Officer of Fintech Association of Nigeria. He is a multi-skilled individual with working experiences spanning the banking sector, non-bank financial services sector, financial consulting services, project management and public sector.
His Professional career commenced at First Bank Nigeria Plc and worked in various banks during his banking career. Positions held during his banking career included: Group Head; Consumer banking, Agriculture/SMEs, Infrastructures, Food/Beverages, and Investment Banking. He served as an alternate Board member on the board of ValuCard Limited (now Unified Payments Plc) from 2004-2005. His public sector experience was with NIRSAL Plc – a fully owned subsidiary of the Central Bank of Nigeria focused on de-risking and facilitating funding to agricultural value chains.
Babatunde holds a doctorate degree in Business Administration (D.B.A. Management) with emphasis on organizational behavior, M.B.A. (Management), B.Sc. and M.Sc. Agronomy degrees. He has Certifications in Life Coaching and Project Management (PMP and PRINCE2). He has attended various international and local courses on Artificial Intelligence, Creative Thinking, International Trade, Leadership, Marketing, PPP and other soft skill courses.
He is a member of Project Management Institute, Nigeria Institute of Management and Chartered Institute of Bankers of Nigeria amongst others.
Monetary Authority of Singapore
Head of Global Payment Networks
Founder & CEO
Chairman, Fintech Association of Hong Kong; CEO & Managing Partner
Quinlan & Associates
Managing Director & VP Americas
Eric Rosenthal is a fintech and global corporate financial expert with decades of experience working with some of the biggest financial institutions in the world and some of the most promising venture-backed startups. At Rapyd, he is the Vice President and Managing Director for the Americas where he oversees business operations and expansions throughout the U.S., Canada, and all of Latin America. An authority on international finance and global payments, Eric has been a featured speaker at the Global E-Commerce Leadership Forum, Know Identity, and SubSummit. Prior to managing Rapyd’s entire Americas division, Eric was the Vice President of Business Development for the cryptocurrency investment company, Abra. There he laid the foundation for the company’s international expansion, contracting architecture, and global payment network.
Prior to his entry into the world of start-ups, Eric spent time working at First Data and Citigroup as part of their corporate development and venture investing teams, as well as working as consultant at McKinsey & Co. advising Fortune 500 companies and other public and private entities on issues of innovation, payments and strategy. Eric is fully bilingual in Spanish and English has extensive international experience having spent several years living and working in Latin America, Asia, and Europe.
Eric currently sits on the advisory boards for Silicon Foundry, an advisory group that connects the innovation economy with the world’s leading corporations; Gerson Lehrman Group where he advises on emerging payments, innovation, and markets; as well as, Peotic Technologies, an early-stage fintech startup specializing in turning financial data into actionable consumer insights. When he is not thinking critically about the future of fintech and global payments, Eric is an avid cyclist who completed a solo trek across Patagonia, Cuba, the Swiss Alps, and rode the Camino de Santiago. He has an MBA from Ross School of Business at the University of Michigan and a B.A. in economics from the University of California, Santa Cruz.
Fintech Contributor, Forbes; Co-Founder
Founder & CEO
Ascent Business Technology
Head of External Innovation & Venture Investing Israel
Ornit joined Citi in March 2017 to lead its venture investment and Fintech activities in Israel as well as the Accelerator. Her focus of interest includes Fintech, Cybersecurity and Digitization.
In addition to this, Ornit is a member of the Advisory Board of Copenhagen Fintech.
Prior to this role, Ornit ran External Innovation and Business Development for Lenovo in Europe and Israel. In this capacity she invested in Cloud technologies as well as Artificial Intelligence and IOT. Prior to Lenovo, Ornit worked at Citi, where she founded and ran the first Accelerator out of Citi’s Tel Aviv Lab. Prior to Citi, she founded and served in managerial roles in several companies.
Ornit founded Yazamiyot, Israel’s leading women’s entrepreneur network, and she was selected by Haaretz (one of Israel’s leading newspapers) as one of 66 Women You Should Know. Ornit, who clerked for the President of the Israeli Supreme Court, holds a joint honors degree in English Law and French Law from the London School of Economics and an LLM cum laude from the Hebrew University of Jerusalem.
Arik is the CEO and co-founder of Rapyd, a global FinTech-as-a-service platform that helps businesses collect and disburse money via locally preferred payment methods. Arik is a cloud services advocate and was surprised by the challenges faced by how the legacy payments infrastructure is hindering growth in the payment space. Arik started Rapyd in order to help build a global financial technology infrastructure that allows online commerce companies, gig economy platforms, financial institutions or any digital business to embed financial services into their consumer offerings in a very simple way.
A serial entrepreneur, Arik is experienced in building high-growth technology companies that leverage using cloud computing that scales to meet rapid global customer demand. Prior to Rapyd, Arik founded ITNAVIGATOR a cloud-based contact center and unified communications platform which was acquired by Avaya in 2013. Arik previously served on the board of directors at Vigilance Networks and mixeer by Creative Mass.
Some of his speaking engagements in 2019 include Paris Fintech Festival, Money/2020 Europe, and CB Insights Future of Fintech.
Founder & CEO
The Financial Services Club
Chris Skinner is known as one of the most influential people in technology. He is an independent commentator on the financial markets and fintech, through his blog theFinanser.com and author of the bestselling books Digital Bank, ValueWeb and Digital Human.
ValueWeb describes the impact of Fintech and how mobile and blockchain technologies are changing the face of finance in building an internet of value. As a result of the emerging internet of value, banks have to become digitalised, and Digital Bank provides a comprehensive review and analysis of the battle for digital banking and strategies for companies to compete. Digital Human, released in 2018, builds on these two themes but looks at the wider picture of digitalisation, and how this is a revolution as it allows everyone from the plains of Africa to the mountains of Tibet to be included.
Described by Seth Wheeler, Brookings Guest Scholar and Former Special Assistant to the President for Economic Policy at the White House, as “one of the most authoritative voices on Fintech anywhere”, Chris has previously written many books covering everything from European regulations in banking through the credit crisis to the future of banking.
In his day job, he is Chair of the European networking forum The Financial Services Club and Nordic Future Innovation, as well as being a Non-Executive Director of the Fintech consultancy firm 11:FS, and on the advisory boards of various firms including Moven and Meniga. Mr. Skinner has been an advisor to the United Nations, the White House, the World Bank and the World Economic Forum, and is a visiting lecturer with Cambridge University as well as a TEDx speaker. He is also co-founder with renowned artist Basia Hamilton of The Portrait Foundation, http://portraitfoundation.com/, a non-profit platform to encourage children and the arts.
He has been voted one of the most influential people in banking by The Financial Brand (as well as one of the best blogs), a FinTech Titan (Next Bank), one of the Fintech Leaders you need to follow (City AM, Deluxe and Jax Finance), one of the Top 5 most influential people on BankInfoSecurity’s list of information security leaders, as well as one of the Top 40 most influential people in financial technology by the Wall Street Journal’s Financial News and Thomson Reuters. In recent years, he has been voted one of the most influential people in financial technology by the Wall Street Journal’s Financial News and Thomson Reuters, as well as:
- Most Influential Fintech Commentator of the Year 2020 – Finance Monthly Fintech Awards
- Financial Markets Advisor of the Year UK 2020 – Corporate America Today
- Best CEO of the Year UK 2020 – Global 100
- CEO of the Year 2020 – Corp Today Global Business Awards
- Ones to Watch 2020: Finance Advisory Services 2020: France – Corp Today Global Business Awards
- 50 Leading Companies of the year 2020 – The Silicon Review
- Most Outstanding Finance Blog 2020 Poland – CV Magazine
- Portal to the Knowledge Base of the Financial Services Club UK 2020 – M&A Today Global Awards
- Financial Markets Advisor of the Year UK 2020 – M&A Today Global Awards
- Financial Markets UK 2020 – Finance Monthly Legal Awards
- Best CEO of the Year 2019 – by Lawyer International and Global 100
- Best Financial Markets Adviser of the Year 2019 – by M&A Today, Corporate America Today and Global 100
- Most Influential Fintech Advisor 2019 – by CV Magazine
- Best Fintech Keynote Speaker 2019 – by Global Business Insight
- Ones To Watch in Financial Services 2019 – by Global Business Insight
- Financial Markets Advisor of the Year 2019 – by ACQ5 Global Awards 2019, The Global Venture Annual Awards 2019, Global 100 Awards 2019 and Lawyer International Global Awards 2019
- Best FinTech Author 2019 – AI International Finance Awards 2019
- Outstanding contribution representing The Finanser – CEO Today Magazine European Business Awards 2019
- Game Changer of the Year 2019 – by Finance Monthly
- FinTech Author of the Year – by Acquisition International
- Most Influential CEO of the Year – by CV Magazine
… and more.
Mr. Skinner has also been a regular commentator on BBC News, Sky News, CNBC and Bloomberg about banking issues, and a Judge on many awards programs including the Asian Banker’s Retail Excellence Awards, as well as having worked closely with leading banks such as HSBC, the Royal Bank of Scotland, Citibank and Société Générale.
Find out more about Chris at https://chrisskinner.global/.
Her Majesty's Consult General
British Consul General in Atlanta
Andrew Staunton took up his appointment in Atlanta as Her Majesty’s Consul General in June 2018. Andrew is the senior UK government representative in the Southeast United States responsible for relations with the states of Georgia, Tennessee, North Carolina, South Carolina, Mississippi and Alabama. He leads a team which works to promote UK-US trade and investment, support British nationals, conduct public diplomacy on key issues, and build scientific and research co-operation. He also sits on the Marshall Scholarship selection committee.
Before taking up his posting in Atlanta, Andrew served four years as Deputy Head of Mission and Economic Counsellor at the British Embassy in Athens. He was also Deputy Head of Mission at the British Embassy in Dublin from 2009 to 2013. Throughout both of these postings, Andrew’s main focus was on the economic crises in Greece and Ireland, boosting bilateral relations, promoting the UK’s interests, and working on a range of issues linked to the European Union. Prior to this, Andrew worked in the Foreign Office as Deputy Director responsible for Security.
Andrew joined the UK’s diplomatic service in 1987. He has also served overseas in China, France, Romania and Canada.
Andrew was born in Glasgow, Scotland. He is accompanied in Atlanta by his wife, Rebecca. They have two adult children, both living in the UK.
Ard van der Vorst
The Netherlands Consulate General in Atlanta
Ard is the senior Netherlands government representative in the Southeast United States responsible for relations with the states of Georgia, Tennessee, North Carolina, South Carolina, and Alabama. He leads a team, which works to promote NL-US trade and investment, support Dutch nationals, conduct public diplomacy on key issues, and build scientific and research co-operation.
Before taking up his posting in Atlanta, Ard served as Head of the Spokesman Office and Newsroom at the Ministry of Foreign Affairs in The Hague. He was also Dutch Consul in San Francisco from 2012 to 1015. Throughout both of these postings, Ard’s main focus was on communication, economic and foreign policy ties between the Netherlands and the US.
Prior to his posting in San Francisco, he was Head of Development Cooperation at the Netherlands Representative Office Ramallah, Political coordinator on Western Balkan Affairs in The Hague and worked on a range of issues linked to development cooperation, security policy, trade and European Union. Ard joined the NL’s diplomatic service in 1997. He has also served overseas in Nigeria and Albana.
Co-Founder & CEO
Lori is passionate about creating shared understanding between people, and taking friction points out of processes, to produce results. The Four Eyes digital services platform was built from this passion.
As the managing partner of two successful consulting firms, she spent 20 years helping some of Canada’s most profitable companies including JD Irving, Standard Life and Scotia Wealth, align workflow processes and employee behaviours to drive positive client experiences.
Lori is the past chair of ALS Canada and Marathon by the Sea, her volunteer efforts have also taken her abroad including work in Economic Development in Latin America.
Deep Dives Sessions
Advisor, EisnerAmper; Founder
Dara Albright Media
Dara Albright is a recognized thought provoker and frequent speaker on topics including fintech, digitalfinance, cryptofinance, peerfinance & crowdfinance.
Her leading-edge articles and research papers that have helped shape and continue to set the direction of modern finance can be found in Financial Advisor Magazine, FinTek News, BanklessTimes, Equities.com, Crowdfund Insider, Crowdfund Beat, Seeking Alpha, Investing.com, FINalternatives, Real Assets Adviser, CNBC and Business Insider. Albright has been featured in a number of publications including the NY Times, Forbes, Huffington Post, ABA Banking Journal, Thestreet.com and Private Wealth Magazine.
Albright possesses a distinguished 28-year career in financial services encompassing IPO execution, investment banking, trading, corporate communications, financial conference production as well as institutional and retail sales.
Albright presently advises organizations on their fintech, blockchain and digital finance initiatives, and currently serves on the boards of emerging fintech companies and alternative asset funds. Albright is a graduate of the George Washington University. She presently resides in Georgia with her husband and two children.
Managing Director, Head of Venture Capital Coverage
Terry Ammons assists financial institutions and fintech companies with a variety of risk advisory, assurance and consulting services and serves as Wipfli’s Fintech Practice leader. He has extensive experience providing System and Organization Controls (SOC) reports for transaction and payment processors, core banking, alternative lenders, managed services, loan servicing and software development for technology companies throughout the United States. Terry also counsels fintech companies at the startup and growth-stages on strategy matters. He has written and presented on variety of topics such fintech/banking partnerships, vendor risk management and innovation in financial services and currently serves on the Board of the Association for Financial Technology (AFT).
Karen Biddle Andres
Project Director, Retirement Savings Initiative
The Aspen Institute
GM, Blenheim Chalcot; GM North America
Lee invests in, develops, and supports start-ups and is based in New York.
Lee currently head the US office of Blenheim Chalcot, a leading venture builder.
Helping develop a portfolio that consists of 20 companies in multiple sectors, employing more than 3,500 people.
The Blenheim Chalcot team are entrepreneurs first and are involved in every venture at every stage. Outside the boardroom we work side by side with the management teams, sharing their experience and connections. Lee is also the US GM of Liberis, Board Director at Contentive and Country Head of Fospha.
Prior to Blenheim Chalcot, Lee completed the turnaround as CEO of the New York Institute of Finance successfully selling the business in 2017 for the owners, the FT. He also founded and was CEO of a UK fast growing media company called Streetbroadcast. Lee has also held Head of Business Development roles for Dow Jones and the Financial Times. Lee holds an MBA from Warwick Business School.
Outside of work Lee is an avid reader, run ultra-races and spend as much time with family and close friends as possible.
SVP Global Security Architectural Engineering & Deputy CISO
Chief of Staff & Chief Marketing Officer
QTS (Quality Technology Services)
Sean Baillie is Chief of Staff, Chief Marketing Officer and Executive Vice President, Global Connectivity Ecosystems and Services at QTS Realty Trust, one of the world’s largest data center companies. In the EVP role, Baillie oversees company strategy for establishing connectivity ecosystems supporting QTS colocation and hyperscale services that are relied upon by some of the largest global brands.
Baillie leads all aspects of QTS’ increasing emphasis on solutions leveraging diverse connectivity for cloud and hybrid colocation including carrier-neutral cloud interconnection, IP providers including the world’s largest IP networks, dark and lit fiber providers, Internet and Peering exchanges.
With an emphasis on increasing Internet resiliency, Baillie also leads QTS’ creation of new Network Access Points (NAPs) in Richmond, Piscataway, NJ and Hillsboro, OR. The NAPS are new geostrategic Internet nexus points for connectivity and data center solutions that also provide direct access to a wide variety of transatlantic and transpacific subsea cables.
A seasoned executive in the digital infrastructure industry, Baillie has demonstrated long-term success delivering high value, differentiated service to customers and growing revenue and EBITDA. He is a highly skilled business operator adept at building high performing teams that outperform to plan.
Prior to QTS, Baillie served in senior leadership positions with networking and data center leaders such as Ciena, Zayo, Windstream, CenturyLink, Level 3 and Intellifiber. Over the course of his career he has lead groups focusing on everything from Carrier/Wholesale sales, Product strategy, M&A strategy, Channel Sales, Engineering, Offer Management, Fiber Services, Finance and Marketing.
Baillie began his career as a sales executive for UUNet, one of the first commercial Internet service providers.
He earned a B.A. in Political Science from Augustana University and lives with his wife and five daughters in Ashburn, Va.
Co-Founder & CEO
Vijay Balasubramaniyan is Co-Founder, CEO & CTO of Pindrop. He’s held various engineering and research roles with Google, Siemens, IBM Research and Intel. Vijay holds patents in VoIP security and scalability and he frequently speaks on phone fraud threats at technical conferences, including RSA, Black Hat, FS-ISAC, CCS and ICDCS. Vijay earned a PhD in Computer Science from Georgia Institute of Technology. His PhD thesis was on telecommunications security.
Head of Boston Studio, Haven Life; Founder & GM
Blair Baldwin is the founder and general manager of AgeUp, a first-of-its-kind financial product that fundamentally reimagines how annuities can both materially help the lives of middle class Americans and solve a looming financial crisis facing our country: how to close the gap between life expectancy and retirement savings. Blair and his team developed AgeUp as a new business unit inside Haven Life, MassMutual’s in-house startup.
Blair joined Haven Life through the acquisition of Quilt, an insurtech company that he founded in 2015. Prior to Quilt, he served as the CMO of Goji, one of the largest online auto insurance agencies in the US at the time.
Head of Innovation
HSBC Bank USA
Co-Founder, President & Chief Customer Officer
Founder, President & CEO
Jo Ann Barefoot
Co-Founder & CEO
Alliance for Innovative Regulation
Jo Ann Barefoot is CEO & Founder of AIR – the Alliance for Innovative Regulation and host of the global podcast show Barefoot Innovation. A noted advocate of “regulation innovation,” Jo Ann is Senior Fellow Emerita at the Harvard Kennedy School Center for Business & Government. She has been Deputy Comptroller of the Currency, partner at KPMG, Co-Chairman of Treliant Risk Advisors, and staff member at the U.S. Senate Banking Committee. She’s an angel investor, serves on the board of Oportun, serves on the fintech advisory committee for FINRA, is a member of the Milken Institute U.S. FinTech Advisory Committee, and is a member of the California Blockchain Working Group Advisory Board. Jo Ann chairs the board of directors of FinRegLab, previously chaired the board of the Financial Health Network, and previously served on the CFPB’s Consumer Advisory Board. She was a Cofounder of Hummingbird Regtech.
VP Global Retail & E-Commerce Strategy
SVP FedNow Product Management
Federal Reserve Bank of Atlanta
Daniel Baum is a senior vice president and head of payments product management for the FedNow Service in the Federal Reserve System. In his role, Dan leads product development and product management efforts for the Federal Reserve’s newly announced FedNow service offering.
Dan previously served as vice president in the Retail Payments Office (RPO) of the Federal Reserve System, where he led the RPO’s product development group with responsibility for Check and ACH product development and pricing. Before that Dan served as a product development director in the RPO, where he oversaw key product and pricing initiatives for the automated clearinghouse (ACH) and check business lines. From 1996 to 2005, he worked at the Richmond Fed, where he managed day check operations and later led the Fifth District’s Check Administration department.
Dan holds a bachelor’s degree in economics from the University of Maryland at Baltimore, a master of business administration from Johns Hopkins University, and attended Banking School at Vanderbilt University.
Principal, Center for Advanced Hindsight, Duke University; Co-Director
Common Cents Lab
Mariel Beasley is a Principal at the Center for Advanced Hindsight at Duke University and Co-Founder of the Common Cents Lab – a subcenter committed to improving the financial behavior of low- to moderate-income households in the United States.
Working directly with credit unions, non-profits, and local governments, Mariel incorporates findings from the behavioral sciences to help members, clients, and residents lead happier, healthier, and wealthier lives. Mariel and her team use quantitative methods to design and rigorously test ideas in the field, exploring what is needed, what works, and how to move forward. To date, innovations from the Common Cents Lab have measurably improved the financial lives of over half a million people in the U.S.. Mariel also teaches a Master’s level course in Behavioral Science for Municipal Policy at Duke University.
Co-Founder & Principal, Common Cents Lab; Co-Founder
Kristen Berman studies how people actually act in the marketplace, as opposed to how they should or would perform if they were completely rational.
Kristen co-founded Irrational Labs, a behavioral product design company, with Dan Ariely in 2013. Irrational Labs helps companies and nonprofits understand and leverage behavioral economics to increase the health, wealth and happiness of their users. She also co-founded Common Cents Lab, a Duke University initiative dedicated to improving the financial well-being for low to middle Americans. Under Kristen’s leadership, Common Cents launched over 50 experiments with companies, touching tens of thousands of people. Kristen’s work has been featured in The Stanford Innovation Review, TechCrunch, and Scientific American.
She was on the founding team for the behavioral economics group at Google, a group that touches over 26 teams across Google, and she hosted one of the top behavioral change conferences globally, StartupOnomics. She co-authored a series of workbooks called Hacking Human Nature for Good: A practical guide to changing behavior, with Dan Ariely. These workbooks are being used at companies like Google, Intuit, Netflix, Fidelity, Lending Club for business strategy and design work.
Simon Black is a seasoned business executive with over 25 years international experience. He is highly regarded within payments, leading two of the industry’s success stories over the last 10 years.
Simon joined PPRO as CEO in March 2015. This followed a decade with Sage Group PLC where he held the position of Sage Pay CEO for seven years, driving dramatic growth. Continuing this knack for leading business success, PPRO has already become one of the most significant and fastest-growing European fintech companies under his guidance. Within two years, the company has moved from 60 to 200+ employees and continues to deliver hyper revenue growth. Simon expanded PPRO’s acquiring business which connects PSPs and financial institutions with over 140 payment methods worldwide and drove profitability on the e-money issuing side of the business, with more than one million reloadable prepaid cards distributed to date. Most recently, Simon led PPRO to secure a $50 million USD investment led by PayPal, with participation from Citi Ventures and return investor HPE Growth Capital. This will enable PayPal consumers to shop seamlessly across borders through the new PayPal Checkout with Smart Payment Buttons.
Simon is an authority and ‘go to’ fintech expert on the effect of Brexit on the financial industry, appearing on ITV News, Tonight, BBC Radio 4, BBC World Service and China Central Television. His leading thoughts on Brexit, the cashless society and PSD2 have recently been widely published in international media, with highlights including The Guardian, Forbes and The Wall Street Journal. Simon is also a regular speaker at highly-regarded industry events such as Money20/20, Internet World and eCommerce Expo.
Simon has an MBA from Georgetown University in Washington D.C. and holds extensive experience in consulting and business. In his early career he founded a marketing software start-up company and made an impact as a senior strategy and brand consultant both in the USA, where he lived for six years, as well as in the UK.
Chief Strategy Officer
As Chief Strategy Officer of Payroc, Adam Bloomston runs all go-to-market channels, including direct sales teams, independent sales organizations (ISOs) and agents, strategic partners, and international, plus all the company’s product and service offerings. He also serves on Payroc’s Board of Directors.
A serial entrepreneur, Bloomston’s started his first business in high school and has founded, grown, and sold numerous businesses over the years. As Co-founder and CEO of Payscape, Bloomston grew the company from a basement startup operation in 2004 into a fintech powerhouse 15 years later, processing more than $23 billion in charge volume generating $115 million in annual revenue.
Under Bloomston’s leadership, Payscape racked up numerous accolades. The company was named to the Inc. 500 Fastest-Growing Private Companies in America list, recognized by the Electronic Transactions Association as ISO of the Year, honored by the Atlanta Journal-Constitution with its Top Workplaces award, received the Technology Association of Georgia’s Millennial Company of the Year award and earned a spot on as the Atlanta Business Chronicle’s Pacesetter list of the fastest-growing companies in Atlanta.
Pursuing a rapid growth strategy, Bloomston was instrumental in engineering the merger of Payroc, Payscape, NXGEN, and BluePay Canada to create the new Payroc as a full-service payment processor and Super ISO, backed by venture company Parthenon Capital. Bloomston graduated from the University of Alabama with a bachelor’s degree in communications. He has been named CFO of the Year by the Atlanta Business Chronicle and earned a spot on their 40 Under 40 list.
Director Solutions Architecture, Verizon Business
With more than 20 years of industry experience, Luc Boivin is Director of Solutions Architecture for Verizon Business Group. He leads a team of 35 architects helping more than 300 customers in the Financial Services vertical develop roadmaps and make better use of technology to drive business outcomes. Software-defined networking, contact center platforms, collaboration tools, 5G, mobility and cyber resilience are key elements of these solutions. Luc has been deeply involved in several outsourcing projects with Verizon customers.
Luc spent his career at the forefront of technology. He started in research at M. I. T. and Bell Labs. He held product development and management leadership positions with a successful start-up and at Ciena. He has been consulting with large Enterprise clients at Verizon since 2006. He holds several U.S. patents and maintains active professional certifications including CISSP, TOGAF and ITIL.
Dr. Raphael Bostic
President & CEO
Federal Reserve Bank of Atlanta
Chief Brand & Communications Officer
Acting Comptroller of the Currency
U.S. Department of the Treasury
Brian P. Brooks is the Acting Comptroller of the Currency.
Mr. Brooks became Acting Comptroller of the Currency upon the resignation of the 31st Comptroller of the Currency Joseph M. Otting as a result of his designation as First Deputy Comptroller by Treasury Secretary Steven T. Mnuchin pursuant to his authority under 12 USC § 4.
As Acting Comptroller of the Currency, Mr. Brooks is the administrator of the federal banking system and chief officer of the Office of the Comptroller of the Currency (OCC). The OCC supervises nearly 1,200 national banks, federal savings associations, and federal branches and agencies of foreign banks that conduct approximately 70% of all banking business in the United States. The mission of the OCC is to ensure that national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations.
The Comptroller also serves as a director of the Federal Deposit Insurance Corporation and a member of the Financial Stability Oversight Council and the Federal Financial Institutions Examination Council.
Prior to becoming Acting Comptroller, Mr. Brooks served as Senior Deputy Comptroller and Chief Operating Officer. In this role, he oversaw OCC bank supervision, bank supervision policy, economics, supervisory system and analytical support, systemic risk identification support and specialty supervision, and innovation. He also served as a member of the OCC’s Executive Committee and was the Chair of the Technology and Systems Subcommittee, since joining the agency in April 2020.
Prior to joining the OCC, Mr. Brooks served as Chief Legal Officer of Coinbase Global, Inc., where he headed the legal, compliance, audit, investigations, and government relations functions for the company, which served 20 million customers. He held this position since September 2018.
From 2014-2018, Mr. Brooks served as Executive Vice President, General Counsel, and Corporate Secretary of the $3.2 trillion Fannie Mae. Prior to joining Fannie Mae, he served as a Vice Chairman of OneWest Bank, N.A., from 2011 to 2014. Prior to joining OneWest, he served managing partner of the Washington, D.C. office of the global law firm O’Melveny & Myers LLP, where he also served as chair of the firm’s financial services practice group. Prior to joining the OCC, Mr. Brooks also served on the Boards of Directors of Avant, Inc. and Fannie Mae, and also served as an advisor to a number of technology startups.
Mr. Brooks holds a bachelor’s degree from Harvard University in government and a law degree from the University of Chicago.
Co-Founder, Betterment; Co-Founder
SVP & GM Digital Banking
Douglas Brown is the senior vice president and general manager of NCR Digital Banking, where he leads strategy and business execution of NCR’s digital-first customer experience for banks and credit unions. With a successful track record in the fintech space, Brown brings expertise on how financial institutions can innovate at scale.
At NCR, Brown leads a high-growth business unit that develops industry leading mobile apps, personalized digital experiences and analytics to drive market growth for clients in the Large Financial Institution (LFI) and Community Financial Institution (CFI) segments. His team has evolved the NCR Digital Banking platform and expanded capabilities that provide hosted, premise and cloud-based delivery models. Through Brown’s leadership, NCR Digital Banking delivers success for hundreds of financial institutions with more than 22 million consumer and business users.
Prior to NCR, Brown was group executive of Digital at FIS, where he drove innovation, revenue growth and margin expansion. Doug led strategic acquisitions in mobile, launched the FIS Cardless Cash™ ecosystem and created new digital businesses in the fuel and convenience store vertical. He has also held leadership roles at Bank of America (where he launched BofA mobile banking in 2007), and edocs, a successful start-up venture in the eBilling space.
Brown is a featured banking technology industry speaker in leading media publications, including The Wall Street Journal, Business Insider, Bloomberg and American Banker, and is featured in a Harvard Business Review case study. He has multiple patents granted in the mobile, payments and authentication areas.
Brown earned an MBA from the UVA Darden School of Business and graduated from Georgetown University with a B.S. in Marketing.
Founder & CEO
Jason Brown is co-founder and CEO of Tally, a financial automation company helping people achieve their money goals. Founded in 2015, Tally built the first and only automated debt manager and is working toward automating people’s entire financial lives. As a repeat entrepreneur, Jason previously co-founded solar finance company Gen110 and subscription-based tech support company Bask.com. He holds a BS from Boston University and an MBA from the University of Chicago Booth School of Business.
Host of "Fintech Beat" podcast; Professor
Georgetown University Law Center
Co-Founder & CEO
Tom Burnside is the Co-founder and Chief Executive Officer of LendingPoint. Created to provide NearPrime consumers with affordable access to credit that they are often denied, LendingPoint has now expanded to serve customers with credit scores ranging from 580 to 850, both online and at the point of sale. As CEO and Co-founder, Tom offers his vision and expertise for protecting, nourishing and growing each customer’s financial future. He encourages his team to understand the marketplace, iterate quickly and become intimate with the ebb and flow of lending.
An accomplished credit and financial services leader, as well as a respected data scientist, Tom brings more than 25 years of experience to LendingPoint. His early career focused on using big data to solve needs for the payments industry, including the development of models for check clearance at Telecheck, a First Data Company; and casino lending at Global Cash Access, a First Data Company. Tom also led Hogan Services data collection aggregation businesses for credit-bureau clients.
Prior to founding LendingPoint alongside Franck Fatras, Victor J. Pacheco and Juan E. Tavares, Tom served as President and COO of CAN Capital. During his 13 years at CAN, he designed, developed, and implemented the company’s unique credit-scoring model that identifies ideal lending conditions across short-term maturity. Additionally, Tom guided more than 150,000 small businesses in their quest to secure over $4 billion in loans and merchant cash advances, providing working capital that fuels businesses for the long-term and helps local communities move forward with complete financial confidence.
Tom’s ability to see the potential in customers is what makes him eager to do the right thing in an industry that’s traditionally been concerned with standardized procedures and status-quo lending. Throughout his career, Tom has worked closely with the world’s largest Fortune 500 credit card companies, transaction processors, and financial services companies. Tom believes that while the mission of LendingPoint is to serve our customers’ financial needs, that mission is only possible through disciplined, data-driven credit and risk management.
Executive Producer & Co-Host
As an executive producer for The Fintech Show, Chloe builds relationships and knowledge of Fintechs from all over the world. Working closely with the video production team, she ensures the client message is delivered through our content clearly. Chloe embodies the international culture of Fintech Finance, traditionally clocking up plenty of miles attending conferences and visiting clients (pre COVID-19) – keeping us on board with all the trends and gossip.
Since lockdown began in the UK, Chloe works with the team on our virtual episodes and Virtual Arena panel series to keep all the exciting stories following Fintech Finance and our international audience.
Senior Vice President
Jeff Buzzelli is the Senior Vice President of Business Services for the Central Division based out of Atlanta, Ga. In this role, Jeff is responsible for Comcast Business operations including Inside Sales, Field Sales, Sales Operations, Marketing, and Customer Care. This is across a 17 state geography, along with teams from the 4 regions that make up the Central Division, including 2000+ Comcast team members. Overall, the Comcast Business team has driven strong aggregate revenue growth north of 10% over the past 3 years, which has led to a growth of 800,000+ customers.
From the start, Jeff was instrumental in the strong market growth of the Comcast Business organization, including as the regional leader of the Greater Chicago Region. He led the successful acquisition and integration of Cimco, a Chicago based CLEC, for the Comcast Business organization.
As an executive with over 25 years of experience in the telecommunications industry, Jeff has held key leadership positions within sales, marketing, and operations across large telecom industry firms such as AT&T, GTE/Verizon, and Level 3 Communications. Prior to Comcast, his last several assignments included leading large national/regional organizations focused on serving commercial customers.
He is vice chairman of the Technology Association of Georgia (TAG), a member of the Board of Governors at the Georgia Chamber, and sits on the Board of Directors of the American Heart Association Metro Atlanta. He stays active with other charitable organizations, as well as community youth sports.
Jeff has a Bachelor of Science degree from Marquette University in Milwaukee, Wis. and a MBA from the University of Dallas in Texas.
Centana Growth Partners
Eric Byunn co-founded Centana Growth in 2015 and is one of its Partners. Before founding Centana Growth, Eric spent over 20 years in growth equity and technology. Eric currently serves on the Boards of Beacon, Blueprint Systems, Ease, Jumio, One, Inc., SheerID, Sentieo and Vena. He previously led investments in companies including Cloudmark (acquired by Proofpoint), Coremetrics (acquired by IBM), Covario (acquired by Dentsu Aegis Network), GMI (acquired by WPP), KVS (acquired by Veritas), MarketShare Partners (acquired by Neustar), PSS Systems (acquired by IBM), Sourcecode/K2, Varicent (acquired by IBM) and Vindicia (acquired by Amdocs). Eric spent 13 years at FTV Capital, a $3.8 billion growth equity fund, where he was a partner, served on the management committee and led investments in enterprise technology. Prior to FTV, Eric served as Director of Online Services at myCFO, a startup wealth management firm. He held several positions at Netscape/AOL, including management of Netscape’s Personal Finance Channel and product management for the Netscape Navigator browser. He also has worked at Microsoft and McKinsey & Company. He received an AB summa cum laude in economics with additional focus in computer science from Harvard College and an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar. Eric is also a CFA Charterholder.
Founding General Partner
Lisa Calhoun is a venture capital visionary who created the Inclusion Premium investing philosophy. She founded the South’s first woman-led institutional venture capital firm, Valor Ventures, which has an inclusive portfolio full of fast-growth software companies with diverse teams.
Before Valor, Lisa founded a digital marketing agency recognized by Hubspot as one of the “Top 10 Agencies for Tech Startups.” There she supported hundreds of high growth tech startups in early scale through their exit to public markets and acquisitions. In her early career, Lisa worked in IT consulting, helping large organizations solve complex problems with code.
With her passion for the premium returns possible through inclusion, Lisa founded the Startup Runway Foundation, a nonprofit which has grown into the largest pitch event for underrepresented founders in the country.
Catch up with Lisa on the Atlanta Startup Podcast, where she hosts weekly episodes from the Atlanta VC scene.
Lisa earned her MBA from the University of Texas with a concentration in management science and quantitative methods. She credits her graduate stat professor Raydell Tullous for opening her mind to the beauty of finance. Lisa earned her undergraduate degree with honors on a National Merit Scholarship at Baylor University.
SVP & Global Chief Information Security Officer
Tim Callahan joined Aflac as the Chief Information Security Officer in April 2014. He oversees Aflac’s Global Security Program which includes Technology Risk Management, Physical and Logical Information Asset Protection, Information Security Program, Threat and Vulnerability Management, Cyber Security Operations and Incident Response, Information Technology Compliance and Risk Management, Security Engineering, Business Resiliency and Disaster Recovery. Tim is responsible for the protection and availability of the information assets for the world’s leading provider of voluntary insurance. He leads various security and risk committees and structures to help business partners accelerate in a safe and sound manner, while protecting Aflac clients.
Prior to Aflac, Tim was Senior Vice President, Business Continuity and Information Assurance at SunTrust Bank. Tim was responsible for SunTrust’s Corporate Threat and Vulnerability Management, Information Security Monitoring and Investigation, Business Resumption, Disaster Recovery, Incident Response/Crisis Management, Technology Risk Project Office, Records and Information Management programs. He led a team of professional risk managers in ensuring the protection, preservation, and availability of critical corporate information and resources. Tim integrated these functions building a capability that provided a unified approach in determining threats, developing mitigation strategies and solutions, and managing through incidents. He has successfully tested this integrated concept in the management of virus, weather, technology outages, and distributed denial of service attacks.
Prior to SunTrust, Tim served as First Vice President, Technology Risk Management, and Chief Information Security Officer, at Peoples United Bank in Bridgeport Connecticut. He was the executive charged with protecting People’s United Bank’s information, information systems, and technology. During his tenure, Tim built and effective technology risk management organization and led the company through a technology integration and organization program upon acquisition of a bank of near equal size. He also served on the State of Connecticut Judicial Committee on Identity Theft to assist in building requirements for protecting sensitive personal information introduced into the judiciary through legal actions.
Tim was a career military professional serving in leadership positions throughout his 23-year career. In his final assignment, Tim was the program manager for a command risk management function at one of the U.S. Air Forces Major Command Headquarters.
A recognized industry thought leader, Tim is a sought after and frequent speaker, panelist, moderator and chair at conferences, seminars, and summits on topics ranging from leadership, technology, information security, information governance, governance risk and compliance, and cybersecurity. He has chaired the annual IT Governance Risk and Compliance Summit for six years.
Tim was inducted in IDG Enterprise’s inaugural class of the CSO Hall of Fame and honored with a CSO50 Award for driving innovation in 2020. He was named to SC magazine’s 30th Anniversary SC Media Awards in the Information Security Executives of the Last 30 Years list for 2019. He has also received top honors from the 2018 American Business Awards’ Gold Stevie in the Tech Innovator of the Year category; the 2017 SC Awards in the CSO of the Year category; The Technology Association of Georgia – 2016 Georgia Game Changers – “Who’s Who in Information Security;” and Evanta’s 2015 CISO Top 10 Breakaway Leader Award.
He is a Certified Information Systems Security Professional, a Certified Information Security Manager, and Certified in Risk and Information Systems Control, a Certified Project Manager, and Competent Toastmaster. Tim holds a Bachelor of Science from University of the State of New York.
President, CEO & Vice Chairman
Citizens Bank of Edmond
Head of FIS Ventures
Samara Epstein Cohen
Co-Head of ETF Markets & Investments
Analytic Products Leader
Co-Founder & President
Johnson Cook is a serial entrepreneur Co-Founder and President at Greenlight Financial Technology. Founded in 2014, Greenlight Financial Technology is an Atlanta-based fintech company that’s committed to empowering parents to raise financially-smart kids. Its groundbreaking family finance product, Greenlight®, is a debit card for kids that parents manage by app using flexible parental controls. Patent-pending technology enables parents to choose the exact stores where their children can spend, manage chores, set parent-paid interest rates on savings and more. Kids monitor balances, create saving goals and learn to make real world trade-off decisions. Greenlight has raised $81.5mm in funding and backers include JP Morgan Chase, Wells Fargo, Drive Capital, TTV Capital, Relay Ventures, NEA, Amazon, SunTrust, Ally Bank, Synchrony Bank, and others.
Co-Founder, Acorns & Say; Co-Founder
Managing Director, Global Regulatory Compliance, Worldwide Financial Services
Dave Dadoun is Managing Director, Global Regulatory Compliance for the Worldwide Financial Services Industry Team. As Managing Director, he leads Microsoft’s regulatory strategy in the financial services industry globally. He is responsible for driving Microsoft’s engagement with financial services regulators, and to help financial institutions meet their regulatory compliance needs. Working with engineering, sales and legal teams worldwide, he has helped craft a unique compliance program exclusively for financial institutions to help meet the appropriate level of supervision needed for financial institutions. He also has developed unique commercial terms to meet regulatory requirements for financial services customers and provide examination rights to regulators. Prior to his current role, he served as the lead lawyer for Microsoft’s Financial Services Industry, and previously as general counsel for Microsoft’s Small Midmarket Solutions and Partner organization. From 2001-2010 served as competition counsel for Microsoft, working on the U.S. Department of Justice antitrust case and follow-on European Commission case. During that time, he was appointed by the Microsoft Board to serve as the compliance officer under a federally mandated consent decree from 2002-2006, and then led antitrust counseling and defended the company in numerous competition investigations in Europe, residing in Paris, France from 2006-2010.
Co-Founder & CEO
Over a 25-year entrepreneurial career that spans IP communications, wireless telecom, and finance, Brian Dally has pushed the boundaries of how disruptive Internet technologies can be applied to solve large-scale consumer problems and distribute the value to all.
As the co-founder and CEO of GROUNDFLOOR, a wealthtech platform that allows everyone tobuild wealth through real estate, Brian has helped make private capital markets radically moreaccessible to new participants. Under his leadership, GROUNDFLOOR became the first company qualified by the SEC to offer direct real estate debt investments via Regulation A to
non-accredited investors and accredited investors alike. In 2020, GROUNDFLOOR made its debut onto Inc. Magazine’s prestigious list of the 5,000 fastest growing private companies in America, and was recognized in the top 10 percent of all honorees as well as being the fastest-growing financial services company in its home state of Georgia. Brian has also been
recognized for his entrepreneurial leadership by many organizations.
Before co-founding GROUNDFLOOR in 2013, Brian’s career building disruptive technology startups included stints in Silicon Valley, Boston, London and the North Carolina Triangle region. Previously, he led the launch of Republic Wireless to take on the big four cellphone carriers to international acclaim. As a result, millions more Americans can now afford a
Brian has a JD from Harvard Law School, an MBA from Harvard Business School, and a BA with Highest Distinction from the University of Virginia. A native of Detroit who lived near Boston during childhood, Brian currently resides with his partner Ashley in Atlanta and Telluride, CO, where he still avidly roots for the Red Sox (but never the Patriots).
VP Solution Management
Rob Davis is Vice President of Solution Management for MicroStrategy. He has over 20 years of experience in the data and Business Intelligence industries and has held senior product management, development, consulting, support, and customer success positions at Business Objects, SAP, and Tableau. Rob is passionate about helping organizations glean value from their data while helping people to overcome their natural fear of using data effectively in their day to day jobs. Rob holds a Ph.D. in Elementary Particle Physics from the University of Alberta in Edmonton, Canada.
As President of Ally Invest, Lule is responsible for Ally Invest Securities, Ally Invest Advisors, and API business lines. This includes the products and services delivered to Ally’s all-digital client base; the shaping of the end-to-end client experience; and the management of the P&L and growth strategy for the business. Lule has a passion for investor behavior, agile product development and an appreciation of design thinking in shaping user-centric experiences.
Lule is an advocate for empowering everyone to take control of their financial futures. She believes what we all have in common in our financial challenges and concerns far exceeds our differences, but there is no doubt that “financial wellbeing” is not the same among all groups. As a financial executive with a range of intersectional identities, a woman of color and a member of the LGBTQ community to name a few, she has a perspective that is not often represented on the investment and financial challenges facing a variety of communities.
Prior to joining Ally Invest, Lule was the Managing Director of Investment Products & Digital Guidance at TD Ameritrade. During her tenure there, Lule lead the development and launch of the financial guidance services, tools, and products for long-term-oriented retail investors. Her commitment to the firm’s Agile/Lean approach to product development resulted in the launch of many innovative firsts for the firm including the firm’s automated Investment Management Services – Essential Portfolios and Selective Portfolios (“robos”), the retail Goal Planning experience, and the firm’s first long-term investor-focused mobile application—TD Ameritrade Portfolios, to name a few.
Lule is committed to cultivating a culture with diverse perspectives and talents and was the recipient of TD Ameritrade’s 2015 Impact Award, a coveted annual award which recognizes a Managing Director who is paving the way in building, developing, and retaining a diverse group of associates — while continuing to foster a culture where all associates feel valued, respected, and challenged. She is a regular contributor to various blogs on topics related to goal planning and behavioral insights that can help drive strong financial choices among retail investors.
Prior to working at TD Ameritrade, Lule worked for leading investment firms such as Morgan Stanley, J.P. Morgan, and Merrill Lynch as a product manager, product developer, and a financial advisor. She holds a B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investments & Wealth Institute (formerly IMCA) and the 7, 66 and 24 securities licenses. While at business school Lule won both the coveted Toigo Foundation and Goldman Sachs Fellowships.
Executive Director, Cybersecurity & Technology Controls
Carolyn DeVar is an Executive Director for the J.P. Morgan Chase Commercial Banking Cybersecurity and Technology Controls organization. She has responsibility for security administration, privileged access, end user access, oversight & governance, center of excellence, access strategy & controls and data management & protection controls. The global team located in New York, Chicago, Indianapolis and Bengaluru centralize the roles definition, onboarding and certification for all user access, are focused on automation of Roles Based Access Control and enhancing the Access Management Control environment aligned with Global Identity & Access Management.
Prior to joining CB Technology she served as the Business Initiative Lead in CB Regulatory Operations responsible for Anti-trust, Conflicts of Interest, Regulation O and Regulation W. Before joining Commercial Banking she worked in the Corporate Investment Bank as the Senior Product Manager for J.P. Morgan ACCESS Liquidity Solutions. Carolyn began her career at the firm in the Bank One Treasury Services Merger Office and then held various senior program and senior product roles on the Client ACCESS Host-to-Host, Commercial Card, J.P. Morgan ACCESS and the Global Payment Strategy teams.
Carolyn has 20+ years of experience in the technology and financial services industry. Before joining J.P. Morgan in 2002, she started her career in Healthcare Technology and consulting. She switched industries to Telecommunications and served as an Application Development Manager accountable for the Customer Relationship Management, Billing, Tax and Provisioning applications. She was the recipient of the Inner Circle Sales Person award.
Carolyn holds a Master of Business Administration with a concentration in Management Information Systems from Kellstadt Graduate School of Business at DePaul University – Chicago, Illinois, a Bachelor in Finance and a Bachelor in Economics from the University of Illinois at Urbana-Champaign, and a Project Management Certificate from the University of Chicago-Graham School. She is also holds a CIGE and CIAM certification.
Carolyn is a member of the Chicago TakeITforward Executive Council, PRIDE Ally, Technology Executive Leaders Program, Women’s Interactive Network, Women On The Move and the Chicago Technology Operating Council Cybersecurity and Talent Acquisition committees. As part of her role, she is the Chicago Tech Center lead for: YearUp, CyberKidz and the One Summer Chicago High School internship programs.
She is based in Chicago and resides in Lincoln Park with her husband Marc and children William and Mackenzie.
Global Head of Strategy & Innovation
Dave Dowsett is the Global Head of Emerging Technology, Data Science & Intentional Innovation for Invesco. In this role, he leads the development and execution of the emerging technology roadmap and global Invesco Labs strategy. Invesco manages over $1 trillion in assets for clients across 25 countries and is comprised of over 8000 global employees.
A seasoned executive with 28+ years of experience, Dave and his team specialize in using a data-driven approach to identify and solving complex business problems aligned to Invesco’s alpha generation and profitability goals. The team combines the power of technology and industry trend analysis with top-tier data scientists and developers who build disruptive and innovative technology solutions from proof of concept (POC) to enterprise production scale. Dave instituted the Invesco innovation patent program, and his team managed the patent process for a proxy voting system and secured patents in the United States and India. With experience in bringing initiatives from idea to product, Dave believes staying current on industry and technology trends and partnering with an innovation ecosystem of venture capital, startups, and academia is critical to accelerating capability development to differentiate Invesco as the most client-centric asset manager.
Born and raised in Durbin South Africa, Mr. Dowsett has lived across Europe, Africa, and North America working alongside global C-suite and board level executives. Dave started his career in entrepreneurship, and after managing and successfully exiting his own startup in satellite communications, Dave ascended the ranks of corporate environments where he spearheaded high-profile technology transformation initiatives at Unilever and Level 3. Prior to Invesco, he was formerly with Fidelity, where he focused on driving revenue and operational efficiencies through digital transformation, fintech philosophy adoption, and intentional innovation programs across their international businesses.
Mr. Dowsett currently resides in Atlanta and is dedicated to the city’s growth. He serves as an advisory Board member for the entrepreneurship and innovation council of the Metro Atlanta Chamber of Commerce as well as a board member of KeyServe an Atlanta based startup. In addition to this he serves as an active community member for Engage Ventures, an $18 million venture fund where Invesco is a founding investment corporate partner alongside Delta and Home Depot and other Fortune 1000 companies for the purpose of strengthening collaboration and partnership between leading corporations and top entrepreneurs. In his free time, he enjoys spending time outdoors and supporting local Atlanta businesses.
Merchant Advisory Group
John is CEO of the Merchant Advisory Group (MAG). As CEO, John helps MAG’s 140 plus merchant members to drive positive change and innovation in the payments industry, serving merchants’ interests through collaboration, education and advocacy.
Prior to joining the MAG, John enjoyed a 20-year career at Walmart holding various leadership positions in Payments Acceptance, Marketing and Financial Services. As part of the leadership of Walmart’s Payments team, John helped shape and implement a comprehensive strategy increasing the ease of payments in an omni-channel environment while ensuring Walmart could deliver on its brand promise of helping its customers save more so they can live better.
John chaired both the Merchant Advisory Group and the U.S. Payments Forum Steering Committee. He also held a steering committee seat for the Federal Reserve’s Faster Payment effort, as well as a seat on the Governance Framework Formation Team.
Industry stakeholders have recognized John for his ability to find common ground and drive positive outcomes from opposing views.
John attended Northern Illinois University in DeKalb, IL, where he received his Bachelor’s Degree. He currently lives in Bentonville, Arkansas.
Head of Hospitality SMB Sales
Keith Dunphy is currently vice president and general manager of small to mid-sized business (SMB) for NCR Hospitality. In that role, he guides sales, customer services and operations for hospitality solution sales through NCR’s channel partners and the 15 direct local offices NCR owns and operates.
Keith’s passion is working with SMB restaurant customers and helping them leverage technology to grow and expand their businesses. Prior to re-joining NCR, Keith was vice president of Global Channel Sales at HotSchedules, where his team was responsible for channel expansion and market development. He has held global leadership roles in international sales, operations, and channel sales and development at NCR, Avaya and Nortel.
Keith is a multi-dimensional leader with broad cross-functional experience in many aspects of sales, services, operations and general management. He has a great balance of technical, business and operational experience and has led customer-, partner- and distributor-facing teams within both emerging and established businesses.
Keith earned his undergraduate degree from Memorial University in Newfoundland, has undertaken graduate-level studies in business, and completed an industry Lean Six Sigma Black Belt program. A native Canadian, Keith has lived in the U.S. since 2004. He now lives in Atlanta, Georgia, with his wife, Michele, and sons, William and Wyatt.
Global Vice President
Verizon Enterprise Solutions
Co-Founder & Executive Director
Alliance for Innovative Regulation
David Ehrich is Co-founder and Executive Director of AIR – the Alliance for Innovative Regulation, a non-profit that helps bank regulators embrace and leverage technology. David has worked in banking and payments for 20 years at McKinsey, American Express where he was a GM in the prepaid group, and JPMorgan Chase where he was the head of credit card strategy. David is the architect of the Bank On National Account Standards for bank accounts with no overdraft fees and he is a Co-Founder of Petal, a NYC-based fintech credit card startup pioneering the use of cash flow underwriting to help consumers who lack a history of credit. David has served on several nonprofit boards, he is a fintech advisor and investor, and he is currently a member of the Marketplace Partner Advisory group for the Financial Clinic and the A-Team Insight Advisory Board. He also serves on the CFPC Consumer Advisory Board. David has an MBA from the Tuck School of Business at Dartmouth, and a B.S. from Cornell University.
VP Digital Platforms, Equifax
Neil Erickson leads digital channel transformation for Equifax, a global data, analytics and technology company. As the leader of API and Commerce platforms, Neil’s team champions the channel transformation of how Equifax products and services are delivered and consumed by customers. Throughout his career, Neil has been recognized for creating positive change by bringing innovative technology and cultural change together.
Previously, Neil has held numerous leadership roles throughout the travel and technology industries. His work has focused on technology and organizational transformations and the formation / execution of corporate strategies. Neil holds a Bachelor of Science in Computer Science from the University of New Haven.
Chief Experience Officer
As senior vice president, Julie leads the organization’s marketing and communications strategies, events and communities with effective engagement, development and retention strategies. Julie brings more than 30 years of credit union experience to the organization and was one of the key leaders in CUNA’s involvement in the “research to action” phase and played an instrumental role in creating the organization’s business plan that ultimately formed the company. To learn more about the organization, visit www.memberpass.com
Co-Founder & Chief Technology Officer
Dave is Founder and President of Featurespace, where he is responsible for working directly with the company’s clients. An experienced technology innovator with over 20 years dedicated to the study of engineering, he has received several accolades in his field, including the ITC Enterprise Award for Young Entrepreneur. Under his leadership, Featurespace has progressed from a concept to a commercial success. Dave currently resides in the U.S. and is managing the Featurespace global expansion from Atlanta, Georgia.
About Featurespace – www.featurespace.com
Featurespace™ is the world leader in financial crime risk management for fraud and Anti-Money Laundering. Featurespace invented Adaptive Behavioral Analytics and created the ARIC™ platform, a real-time machine learning software that risk scores events in more than 180 countries to prevent fraud and financial crime.
ARIC™ Risk Hub uses advanced, explainable anomaly detection to enable financial institutions to automatically identify risk, catch new fraud attacks and identify suspicious activity in real-time. More than 20 major global financial institutions are using ARIC to protect their business and their customers, including 4 of the 5 largest banks in the U.K. Publicly announced customers include HSBC, TSYS, Worldpay, Contis, Danske Bank, ClearBank, Permanent TSB and Betfair.
Senior Solutions Architect
Verizon Enterprise Solutions
Executive Director and Co-Founder of Commonwealth, has 25 years of experience in the non-profit and private sectors, helping working people to build savings. A nationally recognized non profit, Commonwealth focuses on building financial security and opportunity for all. The organization conducts primary consumer research and partners with major private sector players to apply these insights to effect systemic change, with support from the world’s leading foundations (e.g. BlackRock, MetLife), and financial service institutions.
In 2019, Commonwealth was one of the select industry expert groups chosen to lead the first phase of BlackRock’s $50M Emergency Savings Initiative (ESI). This philanthropic commitment will fuel innovation with employers, enabling millions living on low- to moderate-incomes to establish a stronger financial safety net.
Tim has directed signature Commonwealth efforts including the Refunds to Assets project, linking federal tax refunds to savings, and Online IDA, a scalable infrastructure for matched savings programs built on industry-leading 401(k) recordkeeping technology. These and other efforts have thrice impacted the federal tax code and spawned new financial products and public policies responsible for helping 750 thousand Americans to save more than $3B.
Previously, Tim worked as an independent consultant, author and grant writer in the field of financial empowerment and asset development. Earlier in his career, he held leadership positions in corporate human resources and risk management. Tim holds a Master’s degree in Public Policy from the Kennedy School of Government at Harvard University.
SVP Customer Experience
As Senior Vice President of Customer Experience, Amanda Flashner oversees LendingPoint’s efforts to create a customer-powered culture using quantitative data and customer insights to advise executives and product development on customer pain points, decision drivers, and unmet needs. Under her direction, LendingPoint’s Net Promoter Score has increased to an impressive 87%.
Amanda uses data and storytelling to bring a customer’s journey to life. By rejecting a one-size fits all mentality and winning customers one at a time, she is supporting LendingPoint’s mission of democratizing access to credit and focusing on improving the credit consumer experience throughout the industry.
Previously, Amanda worked with global brands such as Embassy Suites, Elavon, and Wells Fargo. She is a frequent speaker on Customer Experience topics including creating a closed feedback loop, implementing insights, getting executive buy-in, and creating ROI metrics to prove and support building a customer-powered culture.
Co-Founder & CEO
Partner, Information Governance, E-Discovery & Complex Data Analytics
Product Management, Machine Learning
Keenan Freyberg is a Product Manager at Kensho Technologies, where he works with the machine learning team’s applied research and development group. The team has a designed a suite of machine learning capabilities geared toward improving the handling of unstructured data in the finance world.
Keenan joined Kensho in 2018 as a Client Operations Associate helping sell-side clients best leverage Kensho’s technology. Prior to Kensho, Keenan worked as a consultant at Capco.
He holds a B.A. in International Affairs with a concentrations in Economics and Russian from George Washington University.
Co-Founder & CEO
In 2008, Rob Frohwein recognized that companies like eBay offered automated access to small business transaction data via APIs. Rob realized small businesses can simply share this data to allow underwriters to make better, faster credit decisions and provide a great user experience. He co-founded Kabbage in Atlanta, Georgia to leverage this power of real-time data automation through technology and has since expanded the business to serve all small businesses throughout the U.S. through a suite of cash flow solution products. Rob has since also founded Drum Technologies, also based in Atlanta, an automated sales and referral solution for businesses.
Rob holds a law degree from Villanova University, where he graduated Magna Cum Laude. He is the listed inventor on ten United States Patents, a co-author of three books on intellectual property and has been recognized four times as one of the top 300 intellectual property strategists globally by Intellectual Asset Magazine.
Chief Fintech Strategy Officer
Mark is an experienced leader with a passion for technology. Mark is the Chief Fintech Strategy Officer at Sunrise Banks, a mission-driven bank seeking to empower financial wellness. He builds partnerships with fintechs seeking innovative ways to store, move, and lend value. Prior to Sunrise Banks, Mark served as the Network Administrator at Premier Banks where he successfully digitized bank operations. With a strong belief that business can be a force for good, Mark loves to explore opportunities that deliver a positive impact on people, planet and prosperity.
Sunrise Banks is the most innovative bank empowering the underserved to achieve. Headquartered in St. Paul, MN, Sunrise is a mission-driven bank committed to serving the Twin Cities’ urban core and to measuring both financial (margin) and social impact (mission) outcomes. Sunrise Banks is a certified B Corp, a registered Public Benefit Corporation (PBC), a member of the Global Alliance for Banking on Values (GABV) and is certified by the U.S. Department of Treasury as a Community Development Financial Institution (CDFI).
Co-Founder & Co-Chairman
The Motley Fool
David Gardner is the Co-Founder and Chief Rule Breaker at The Motley Fool, a financial services company he started in 1993 alongside his brother, Tom. In Shakespeare, the court jester—or Fool—was the one person who had license to speak the truth to the king or queen. In the same way, The Motley Fool has been speaking truth to Wall Street for 26 years, empowering millions of people to take control of their financial lives. The company’s purpose is To Make the World Smarter, Happier, and Richer.
As Chief Rule Breaker, David wears many hats including investor, podcaster, author, and lecturer. David has developed his own style of investing, called Rule Breaker Investing, which seeks to invest ahead of the crowd in the most innovative companies of our time and continue to hold shares well after the crowd has sold. Millions of people and dollars invest alongside David following his stock recommendations made in the company’s flagship service Motley Fool Stock Advisor where he has bought and held stocks like Amazon and Netflix, each up more than 100 times in value (and counting). In October 2018, David celebrated making his 200th consecutive monthly stock pick for Motley Fool Stock Advisor; those 200 picks returned an average annualized return of 20.7% over those 16+ years, vs. the market’s S&P 500 average of 7.5%.
Part of The Motley Fool’s mission to make the world smarter, happier, and richer involves a focus on improving the world’s workplaces. With its unyielding focus on workplace culture and employee engagement, The Motley Fool has twice been named Glassdoor’s #1 Best MediumSized Company to Work For in America.
David is a recipient of UNC’s prestigious “Distinguished Young Alumni Award.” He loves games of all kinds, especially board games, having a collection of hundreds of them, which the Gardners have played a lot over the years with their three children. David served on the Individual Investor Advisory Committee of the New York Stock Exchange for 15 years and the Folger Shakespeare Library board for 10 years. He currently serves on the Board of Directors of the Conscious Capitalism Institute and is a graduate of the Leadership Greater Washington Signature Program Class of 2019.
These days you can also find him hard at work with a team creating a mobile game to make the stock market fun and accessible for everyone. If you run into him in person, be sure to ask him about Spiffy-Pops.
Propel Venture Partners
Co-Founder & President
Andrew is the President and a co-founder of Trust Stamp. His primary focus is seeking out and building the strategic partnerships needed to open new identity-related markets around the world.
As the President of Trust Stamp, Andrew has participated in a number of the leading accelerator programs in the U.S. and overseas and built relationships with some of the world’s largest financial institutions. Andrew is an accomplished public speaker who can regularly be found addressing leaders in both financial services and real estate.
Andrew received a BA in both Finance and Economics from Benedictine College and began his career in financial services with a focus on sales and marketing prior to co-founding Trust Stamp. Andrew is actively committed to ongoing learning, studying at world-class institutions such as the Harvard Business School and the MIT Sloan School of Management.
SVP, Digital Identity
Adam Gunther is Senior Vice President, Digital Identity at Equifax. In this role, Adam leads Equifax’s global product offerings for digital identity and consent management. Prior to this, Adam spent 16 years at IBM in various product and engineering leadership roles. Adam previously was the product executive responsible for IBM’s worldwide portfolio of Trusted Identity offerings built on blockchain technology and led product management and portfolio strategy for IBM Cloud Platform (Bluemix) and the IBM WebSphere portfolio in the cloud. He holds a B.S. in Computer Science from The Pennsylvania State University
The Workers Lab
Adrian is the Chief Executive Officer at The Workers Lab, which gives new ideas about increasing worker power a chance to succeed and flourish. He joined the lab in 2017 as its Managing Director.
Prior to joining The Workers Lab, Adrian built a career in progressive politics, government, and public affairs. He started as a field organizer on Barack Obama’s 2008 presidential campaign and then served as the speechwriter to United States Secretary of Labor, Hilda L. Solis. He then spent four years at Civitas Public Affairs Group, a leading national public affairs firm. Adrian had a brief but beloved stint in Hollywood working under the mentorship of acclaimed Latino entertainment executive, activist, and entrepreneur, Moctesuma Esparza.
Adrian holds a degree in rhetorical studies and political science from California State University, Long Beach and grew up in East Los Angeles.
Head of Corporate Marketing
Bain Capital Ventures
Global Head of Financial Services & Payments
Scott Harkey is the Chief Strategy Officer and Global Head of Payments at Levvel, a consulting firm based in Charlotte, NC. In this role, Scott guides the overall strategy for the firm in addition to leading the team that works with a number of banks, digital wallets, merchants, acquirers and startups on their digital payment strategy, payments architecture, custom application development, and vendor integration efforts.
Prior to joining Levvel, Scott was a Technology Executive at Bank of America managing the bank’s Digital Wallet technology. In this role, he was responsible for accelerating the bank’s progress to becoming a leader in digital payments through the launch of multiple strategic payment products. He also managed technical partnerships with Softcard, Apple, Google, Samsung, Microsoft, Visa, Mastercard, American Express, The Clearing House, and other key players in this space. This experience, combined with an additional 10 years of technology merger integration and IT operations outsourcing at Wells Fargo, gives Scott a true insider’s point of view. It also demonstrates a proven track record of delivering to banks, technology providers, and merchants operating in the digital payments space.
Scott holds a number of payment related patents, was voted one of the top “40 Under 40” by both the ETA and the Charlotte Business Journal, is a frequent speaker on digital wallets and payments, and plays an active role in fostering a Fintech culture in the Charlotte community. He holds an MIS degree from UNC Charlotte and an MBA from NC State University, and lives in Charlotte, NC with his wife, daughter, and twin boys.
President, Financial Institutions, North America
Chief Threat Intelligence Officer
VP of Emerging Technology
As VP of Emerging Technology at DefenseStorm, Alex is responsible for identifying, assessing, and delivering innovative and emerging technologies across the company. Alex has more than 20 years of experience providing security solutions and expertise to some of the largest companies in the world. He regularly speaks at regional and national IT and security conferences, and frequently is a featured expert at cybersecurity association meetings around the country. Alex has worked with several leading security solutions providers, including Barracuda Networks, Purewire, Secure Computing, CipherTrust, S1 and SecureWare. Alex holds a Bachelor of Science degree in Computer Engineering from the University of Florida.
Chief Information Officer
Jordyn Holman is a retail reporter at Bloomberg News and Bloomberg Businessweek, where she writes about U.S.-based department stores, specialty apparel shops and home improvement retailers. She has been at Bloomberg since 2016, and previously wrote about race, class and gender in the workforce, municipal bonds, the insurance industry and covered breaking news in Washington. She has appeared on several TV and radio stations, including Bloomberg TV, NPR, MSNBC and PBS NewsHour. A native of Chicago, Jordyn is now based in Atlanta, Georgia.
Founder & CEO
Rhian Horgan is the Founder and CEO of Kindur, a fintech company dedicated to helping baby boomers feel prepared moving into retirement. Kindur’s new app Silvur is the first and only modern app dedicated to Baby Boomers. Kindur was named to the 2020 Forbes Fintech 50 and has been featured in the NY Times, Forbes, Inc Magazine, CNBC, Crains, Yahoo Finance and Business Insider. Prior to founding Kindur, Rhian was a Managing Director at JP Morgan Asset Management. Born and raised in England and Ireland, Rhian lives in New York City with her husband and two young children.
GM SaaS & Distribution Partnerships
Chief Marketing Officer
As the chief marketing officer for BAI, Holly leads strategic marketing planning and execution for the organization. She joined BAI in 2014, bringing with her more than 20 years of marketing experience across diverse industries. Most recently, she served as Senior Vice President & Marketing Director for Fifth Third Bank.
Founder & Managing Partner
Jalak Jobanputra is Founding Partner of Future\Perfect Ventures, an early stage venture capital fund in NYC focused on next generation technology such as blockchain and machine learning. FPV’s portfolio includes Abra, Blockstream, Bitpesa, Fusemachines, Everledger and Blockchain. Jalak was awarded Institutional Investor’s Most Powerful Fintech Dealmakers from 2016-2018. In May 2018, Jobanputra was awarded Microsoft’s VC Trailblazer Award for “her early and bold” investments in the sector. She has been listed as a 100 Most Influential Fintech Leader of 2016 and 2017 based on her investment strategy at FPV. In 2017, she was cited as a “Top 5 Investor Powering the Blockchain Boom” and Crunchbase noted FPV as one of the top VC funds in blockchain “before it was cool.” Since founding the firm, she has spoken on blockchain technology, IoT, and artificial
intelligence at many global conferences, including the Milken Global Institute, Dutch Development Bank/FMO Annual Meeting, and The Economist Buttonwood Gathering. She also founded Collective Future, an organization to foster diversity and inclusion in the nascent blockchain sector. FPV’s incubator FPV Labs was selected by the NYC Economic Development Corporation in January 2019 to operate the NYC Blockchain Center, a unique private-public partnership formed to serve as an access point to the growing blockchain ecosystem and collaborate with elected officials on policy initiatives.
Prior to FPV, Jobanputra was the Director of Emerging Market Mobile Investments at Omidyar Network, a philanthrocapitalist fund started by
Pierre Omidyar, co-founder of eBay. Previously, she worked at Intel Capital investing in enterprise software in Silicon Valley from 1999-2003, as well as New Venture Partners and the NYC Investment Fund where she formed one of NYC’s first seed funds and helped establish the Fintech Innovation Lab in 2010. She started her career as a media/tech/telecom investment banker in NYC and London. Jobanputra is also active in supporting education reform and social entrepreneurship. She served as a Trustee of Achievement First Bushwick Charter Schools (Brooklyn). She is on the Board of Directors for the Center for an Urban Future, Advisory Board of L’Oreal’s Women in Digital Initiative, member of Mayor DeBlasio’s Broadband Taskforce, and former Access to Capital Committee member of the US Secretary of State Clinton Women’s Leadership Council. She is a magna cum laude graduate of the University of Pennsylvania, with a B.S. in Economics (concentration in Finance) from The Wharton School and a B.A. in Communications from the Annenberg School. She received her MBA from Kellogg in 1999. She has been active on twitter since 2007 at @jalak.
CEO & Founder
Sanjib is the Founder & CEO of Guppy, a company creating and operating a De-Fi ledger for credit data that enables account providers and consumers to control and monetize their data. He is also a partner at Reason Inc., a marketing and innovation strategy consultancy. He is also Editor in Chief at Money20/20, an event business he helped grow from startup to successful exit. A fintech leader for over two decades, he has worked for large organizations like Citi, Intel and Google as well for multiple startups with multiple exits. He is an Advisory Board Member of MPOWER Financing, Impact Analytics, SXSW Accelerator, and an Independent Director of the Board of HotApp Blockchain, a publicly traded company. Sanjib has an MBA from the Kellogg School of Management as well as Bachelors and Masters degrees in Electrical Engineering from Cornell University.
Founder & CEO
National Financial Services Industry Leader
Anna Kooi is a partner in Wipfli’s financial services practice with more than 20 years of experience in serving a variety of public and private clients in the financial services industry. She has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services. In addition to core audit work, Anna has experience in attestation engagements including internal audit, agreed-upon procedures, and examination engagements. She has advised startups from proof of concept through exit strategies and is accomplished in buy-sell due diligence, IPOs, and strategy consulting.
Partner, Technology & Blockchain
President & CEO
Constellation Digital Partners
Head of Strategic Partnerships and Innovation, North America
President & CFO
Phong Le has served as President & Chief Financial Officer since July 2020, and has previously served in various senior executive positions, including Senior Executive Vice President, Chief Operating Officer, and Chief Financial Officer, since joining MicroStrategy in August 2015. Prior to joining MicroStrategy, Mr. Le served as the Chief Financial Officer of XO Communications, a privately-held telecommunications company, from August 2014 to August 2015. From March 2010 to August 2014, Mr. Le held senior positions at NII Holdings, a Nasdaq-listed telecommunications company, including Vice President of Financial Planning and Analysis, Vice President of Strategy and Business Operations, and Vice President of Strategic Finance. Prior to that, Mr. Le worked in the consulting practice at Deloitte from 1998 to 2010, where he held various positions, including senior manager. Mr. Le holds a B.S. in Biomedical Engineering from The Johns Hopkins University and an M.B.A. from the Sloan School of Management at the Massachusetts Institute of Technology.
Executive in Residence
Founder & Managing Partner
Addie Lerner is the Founder & Managing Partner of Avid Ventures, a $60M early stage venture capital firm based in New York City. Avid pursues a collaborative follow-on investment strategy, making Series A and B investments into transformative software, consumer internet, and fintech companies. Avid’s initial investments include Nova Credit, The Wing, and Alloy.
As a career institutional investor, Addie has spent the last decade in New York City investing in early through growth stage technology companies at General Catalyst, General Atlantic, and Goldman Sachs’s Special Situations Group. Most recently, Addie was a Principal at General Catalyst based in New York, where she made early through late stage venture investments into internet and software companies across New York, Europe and Israel. During her time at the firm, Addie helped deploy nearly $200 million of capital investing in Monzo, Rapyd, Chief, Remesh, Shift Technology, Logz.io, Jobox and CoEdition.
Addie earned an A.B. in the Woodrow Wilson School of Public and International Affairs and a certificate in Near Eastern Studies and graduated with honors from Princeton University in 2011. She is originally from Newton, Massachusetts and remains a lifelong Red Sox fan.
Principal Analyst, Retail & E-Commerce
Andrew Lipsman is a Principal Analyst at eMarketer, focusing on retail and ecommerce. Prior to eMarketer, Andrew was SVP of Marketing & Insights at comScore, overseeing the company’s global marketing insights and thought leadership initiatives.
He has specialized in several coverage areas in addition to retail, including social media, mobile, digital advertising and cross-platform marketing. Andrew has been a regular contributor to the Journal of Advertising Research and is frequently quoted by leading news organizations such as the New York Times, Wall Street Journal, Advertising Age, CNN, Fortune, Reuters and Bloomberg.
Andrew holds an MBA from Northwestern’s Kellogg School of Management and his undergraduate degree from Duke University.
Global Leader Domain & CX Practice
Gordon Littley leads the specialized sales organization for Verizon’s industry leading applications services group. Charged with growth of a $1B practice, the organization specializes in delivering high-value solutions and specialized sales for Verizon Enterprise customers.
Previously, Gordon served as Director of Outsourcing operations. Comprised of 4,000 technical, sales, and service professionals, this $300 million business served MCI’s largest call center outsourcing clients. In addition, Gordon’s charter included establishing clients Customer Relationship Management, database marketing, data-mining, and targeted marketing strategies.
Gordon also served as Director of MCI Mass Markets, responsible for internal call center operations of a region comprised of 5 call centers and 8,000 seats. This business unit was responsible for sales and service of MCI’s consumer and small business long distance service. Gordon established large call center organizations to effectively implement multiple customer service models. He established systems, processes, and procedures to create performance-driven, cost-effective organizational structures.
Throughout his 24-year career with Verizon/MCI, Gordon has held additional positions in marketing, business operations, and IT supporting call center operations and technology. Gordon defined the vision and executed the tactical strategies to steer consumer and business organizations through high-growth, reengineering, integration, and culture change. He enhanced corporate value through accelerated profitability, revenues, and market position.
Before his career at MCI/Verizon, Gordon worked in the call center service bureau industry managing fortune 250 accounts and servicing their call center outsourcing requirements.
GM Commerce Platform
Cyndy Lobb is the General Manager for Commerce Platform at Square. The Commerce Platform team delivers features foundational for commerce, from account creation & authentication to order creation, itemization, inventory tracking, pricing and connected peripherals. The team’s work is in service to Sellers running their businesses and Developers building remarkable solutions. Cyndy has over 20 years of experience through her tenure at high tech, payments and telecommunications leaders such as Google, AT&T, and Cox Communications.
Managing Director & Global Head of Technology
Donie Lochan is Managing Director, Chief Technology Officer and Global Head of Technology, overseeing strategy and execution for Invesco Technology. He was previously the global head of information technology strategy, innovation and planning.
With the support of the global Invesco Technology team, Mr. Lochan, a Visionary technologist and innovator, is guiding Invesco into a new digital and data-driven era, with a focus on delivering an investment experience that helps people get more out of life. Collaborating with senior technology leaders and business partners, to develop and oversees implementation of the strategic technology roadmap to support and propel Invesco’s investment capabilities and drive revenue and profit growth. Passionately champion the value of a strong, unified organization, embracing emerging and disruptive technologies like AI, robotics and automation, blockchain, and IoT redefining the rules of the financial and asset management industries. Spearheaded, the creation of innovation Labs working with Fintech companies, Venture firms, and Universities, and has been helped build Invesco’s new Digital advice platform with the acquisition of Jemstep, a B2B2C and b2C Robo Advisor.
Mr. Lochan has a background in organizational transformation, with a focus on wealth and investment management in domestic and international settings. Prior to joining Invesco in June 2015, Mr. Lochan served as head of corporate strategy and mergers and acquisitions for LPL Financial. Before that he was a partner with Bain and Company, a global strategy consulting firm.
Mr. Lochan earned a BSc degree with first class honors in mathematics, statistics and computing.
Co-Founder & Chief Digital Officer
Trey Loughran is Chief Executive Officer of Purchasing Power, LLC, the leading employee purchase program offering consumer products and services as a voluntary benefit through the convenience of payroll deduction. He joined the company in September 2019, having held multiple senior executive roles spanning financial services and technology, digital marketing and data analytics across both business-to-business and business-to-consumer platforms.
Loughran came to Purchasing Power most recently from Red Ventures, where he was president of Bankrate.com, a leading online provider of banking services to consumers via one of the largest digital domains in financial services. Prior to Red Ventures, Loughran held a number of senior executive roles over a 12-year career at Equifax, including president of two of the company’s four business units, chief marketing officer, and head of corporate development and emerging markets.
Loughran’s experience at Equifax includes working with large business customers across a range of segments including financial services and employer services, as well as providing financial wellness, credit, and identity protection services directly to consumers through digital channels. Before Equifax, he held various roles at BellSouth Corporation, McKinsey & Company, and Lazard Frères & Co.
Loughran graduated magna cum laude from Harvard Law School and holds a bachelor’s degree in economics and political science from the University of North Carolina at Chapel Hill. He also served as the chair of the board for the Be the Match Foundation, the country’s largest bone marrow and stem cell transplantation registry, is the past vice-chair of FinTech Atlanta and is a graduate of Leadership Atlanta.
Director, Anti-Financial Crimes Practice
Stephen is a Director in DHG’s Advisory Regulatory practice. He has over 39 years of financial services industry experience, specializing in compliance risk management. Since the passage of the USA PATRIOT Act in 2001, Stephen has focused on BSA/AML and OFAC compliance risk management services to banks, broker dealers, funds and advisers. His projects have included BSA/AML transactional look backs, BSA/AML and OFAC program development, BSA/AML audits, KYC remediations and validations, performing BSA/AML and OFAC risk assessments, and establishing a 2nd line of defense BSA/AML and OFAC compliance control testing units.
VP Global Digital Commerce
Scott Mackay joined First Data Corporation and now Fiserv Inc. as Vice President of Global Digital Commerce in 2009.
Upon his arrival, Mackay lead a team that focused on mobilizing commerce for First Data, bringing an array of new solutions to market designed to help enterprise clients grow their business. Global Digital Commerce, under Mackay, enables Omni-Commerce solutions in the market including By Online and Pick up in Store (mobile ordering), Voice Commerce (Alexa Pay for Gas) and advanced payment and value added solutions that drive merchant revenue.
Prior to joining First Data, Mackay was the Vice President of Solutions for Intec, a telecommunications solutions provider focused on OSS/BSS solutions that power the largest mobile network operators, cable, government, transportation, financial and satellite companies around the world. Mackay served between 1997 and 2003 in several senior Director Solutions for Schlumberger (world’s largest oilfield services company) building out vertical solutions targeting both the telecommunications and petroleum sectors. During his time at Schlumberger he lead teams that launched France Telecom’s Caribbean (FCM) operations, Nextel US and International, US Cellular in their respective markets. He also led key transformation projects for Verizon and AT&T here in the US focused on systems consolidation and modernization.
Scott graduated from Saint Mary’s University in Halifax Nova Scotia, Canada in 1991 with a BA in Psychology and a BCOM with majors in Marketing and Management. Scott currently resides in Atlanta Georgia and works out of Fiserv offices in Atlanta.
Head Series Producer & Co-Host
Co-Founder, SoFi; CEO, US
Dan Macklin is the CEO of Salary Finance Inc, the award-winning organization that partners with employers to help employees improve their financial lives. Underpinned by a social purpose, Salary Finance is driven by an ambitious mission in the US: To help 10 million Americans out of debt and into savings. Salary Finance is a United Way Worldwide corporate partner and works with over 500 of the world’s leading employers.
He was a Co-founder at SoFi, the largest online lender in the U.S., valued at more than $4 billion after a Series F financing of $500 million in 2017. After six great years, Dan left SoFi in June 2017 to pursue new opportunities. At the time of Dan’s departure, SoFi had lent more than $20 billion in mortgages, personal loans and student loan refinancing to more than 300,000 customers (members). The company employed more than 1000 people across five states.
During his time at SoFi, Dan was VP Business Development, responsible for developing distribution channels across online aggregator platforms, influencers, industry associations and employers. More than 700 companies were offering SoFi student loan refinancing and mortgages as an employee benefit. Latterly, Dan was VP Community & Member Success, responsible for maximizing the overall experience for SoFi’s growing member base. Innovative benefits offered included career advice, an entrepreneur program and a comprehensive program of events around the country ranging from Mortgage 101 sessions to singles nights.
Prior to SoFi, Dan spent twelve years at Standard Chartered Bank leading Enterprise Sales and Product Development across London, Singapore and Shanghai. This included two years as the Head of the Group CEO’s office.
Dan is a graduate of the University of Durham in England and the Stanford Graduate School of Business and has been interviewed by publications including Bloomberg, CNBC, Financial Times, Forbes, Reuters and Wall Street Journal. Dan was named as one of the 25 Inspiring Entrepreneurs to Watch by Inc. and, much to the amusement of his kids, was selected as one of the 40 Coolest People Under 40 in Silicon Valley by Business Insider.
Founder & CEO
In the Spring of 2017, Mohamed’s life was disrupted following a near death ATV accident that resulted in the amputation of his left hand. Prior to that accident, Mohamed performed under high pressure change daily as a professional athlete in the NFL. Mohamed was a 2009 second-round pick for the Cleveland Browns in the NFL draft and played professionally for 5 seasons.
Mohamed is a graduate of the Harvard Business School after completing the Program for Leadership Development, which functions as their alternative executive MBA. He earned his bachelor’s degree in Psychology from the University of Georgia. While at the University of Georgia, Mohamed was named 2008 team captain, selected as a first-team All-Southeastern Conference and Academic All-SEC member. He is a member of the 2018 UGA 40 under 40 class. Mohamed currently serves on the University of Georgia alumni board. Mohamed worked at Morgan Stanley prior to founding VESSOL.
An accomplished speaker and thought leader, Mohamed regularly presents on change, opportunities in adversity, and preparing for desired outcomes.
Managing Partner, North America
President & CEO
Director of Sales, Enterprise Account Management, Southeast & Mid-Atlantic
As the Director of Sales – Enterprise Account Management for the Southeast/Mid-Atlantic region for Secureworks, Chris McHugh leads a team of account managers focused on strengthening partnerships with our customers. Chris leverages more than 25 years of practical experience in business leadership, management applications, technology, and information security. His experience provides unique perspectives on effectively coordinating and integrating revenue-related activities across sales and client management teams that support sustainable and predictable growth strategies.
Founder, CEO & Managing Partner
Steve McLaughlin is the Founder and CEO of FT Partners and former senior banker at Goldman Sachs covering FinTech and Financial Services for over 20 years. Steve was recently Ranked #1 on Institution Investor’s “Most Influential Dealmakers in FinTech” report and named “Investment Banker of the Year” and ranked #1 FinTech Banker in Silicon Valley by The Information. FT Partners was founded in late 2001 and has won “Investment Banking Firm of the Year” four times since 2004. Steve has personally led and closed hundreds of FinTech M&A, Capital Raise and IPO Advisory transactions.
Federal Deposit Insurance Corporation
Jelena McWilliams was sworn in as the 21st Chairman of the FDIC on June 5, 2018. She serves a six-year term on the FDIC Board of Directors, and is designated as Chairman for a term of five years.
Ms. McWilliams was Executive Vice President, Chief Legal Officer, and Corporate Secretary for Fifth Third Bank in Cincinnati, Ohio. At Fifth Third Bank she served as a member of the executive management team and numerous bank committees including: Management Compliance, Enterprise Risk, Risk and Compliance, Operational Risk, Enterprise Marketing, and Regulatory Change.
Prior to joining Fifth Third Bank, Ms. McWilliams worked in the U.S. Senate for six years, most recently as Chief Counsel and Deputy Staff Director with the Senate Committee on Banking, Housing and Urban Affairs, and previously as Assistant Chief Counsel with the Senate Small Business and Entrepreneurship Committee.
From 2007 to 2010, Ms. McWilliams served as an attorney at the Federal Reserve Board of Governors, where she drafted consumer protection regulations, reviewed and analyzed comment letters on regulatory proposals, and responded to consumer complaints.
Before entering public service, she practiced corporate and securities law at Morrison & Foerster LLP in Palo Alto, California, and Hogan & Hartson LLP (now Hogan Lovells LLP) in Washington, D.C. In legal practice, Ms. McWilliams advised management and boards of directors on corporate governance, compliance, and reporting requirements under the Securities Act of 1933 and the Securities Exchange Act of 1934. She also represented publicly- and privately-held companies in mergers and acquisitions, securities offerings, strategic business ventures, venture capital investments, and general corporate matters.
Ms. McWilliams graduated with highest honors from the University of California at Berkeley with a B.S. in political science, and earned her law degree from U.C. Berkeley School of Law.
Senior Managing Director, Head of Invesco Digital Ventures
CEO & Co-Founder
Chief Information Officer, Digital Channels & Innovation
Ken Meyer is a Senior Vice President and the Divisional Chief Information Officer for Digital Channels & Innovation at Truist Financial Corporation. In this role, Meyer is responsible for digital applications and integration, enterprise CRM, intelligent automation, mobile and online banking, open banking, MarTech, emerging channels and innovation.
Prior to the merger of BB&T and SunTrust, Banks, Inc. in December 2019, Meyer was the Consumer Chief Technology Officer for SunTrust, responsible for the technology strategy, delivery, and support of SunTrust Mortgage, Retail Banking, and Private Wealth Management. Meyer also had responsibility for Marketing technology and enterprise-wide digital assets. Meyer was previously the Enterprise Solutions Chief Technology Officer for the bank, overseeing enterprise architecture, shared services delivery, governance and execution methodology, investment planning, strategy, and the financial oversight of SunTrust’s Enterprise Information Services (EIS) organization.
Meyer also held multiple positions in SunTrust’s Wholesale segment, most recently as Head of Wholesale Lending Operations, where he was responsible for supporting Small Business Banking, Commercial and Business Banking, Private Wealth Management, Equipment Finance, and Commercial Real Estate, Letters of Credit and Trade Services, Syndicated Loan Servicing, and the Lending Operations Back Office. Prior to that position, Meyer led the Wholesale Administration team, overseeing Wholesale Operations strategy and execution, mobilization of outsourcing initiatives and operational excellence. He worked closely with the Wholesale leadership team on strategic initiatives inclusive of process and technology enablement, location consolidation and targeted outsourcing.
Meyer joined SunTrust in December 2013 from Accenture, where he gained experience working with leading financial institutions, including four years supporting SunTrust. Other clients included Santander, Farmers Insurance, BB&T, Toyota Financial Services, Wachovia/Wells Fargo, Bank of America and Morgan Stanley. His industry experience has centered on retail and commercial banking clients, leading large transformation and business process design programs, and large system implementations.
Meyer is a graduate of the University of Georgia and lives in Atlanta with his wife, Bridgette, and their four children, Oliver, Olivia, Nora and Stella.
Better Tomorrow Ventures
Sheel is co-founder of Better Tomorrow, a seed stage VC firm investing in Fintech companies globally. His own startup experience includes 2 successful FinTech exits – a payments company and a high-stakes auction company, and he is GP of the 500 Fintech fund. He formerly worked as a financial services consultant at BCG and started his FinTech career at the non-profit p2p lender Kiva.
VP Senior Supplier Diversity Manager
Adam Moore is the Senior Supplier Diversity Manager for the newly merged Truist bank, helping to promote the inclusion of small and diverse business in the supplier mix at the Bank. He is considerably active in the supplier diversity space, and is considered a thought leader as it relates to technology and the financial vertical. Adam is often sought as a speaker and moderator and also writes for blogs on the topic of supplier diversity. Along with his deep industry knowledge, Adam holds a Master’s in Business Administration from Brenau University and a Bachelor’s degree in Criminal Justice from North Georgia College.
David Morris serves as Principal Analyst at Insider Intelligence, where he is manages its Payments and Commerce industry vertical. Previously, he was the owner and managing analyst at Kaleidoscope Research Consulting, where he focused on payments and banking. For almost two decades, David also taught courses ranging from market research to internet privacy at DePaul University.
David leverages payments research conducted across the consumer, small business, and B2B landscape to help market participants profit from digital transformation, emerging technology, and behavioral change. He has presented his research to audiences small and large, public and private, and his commentary has been featured in the Wall Street Journal, Bloomberg, BusinessWeek, Fortune, Time Magazine, and leading trade magazines.
Mike Morris assists financial institutions and fintech companies with regulatory compliance, risk management, strategy, and general audit and consulting services. Mike oversees projects including System and Organization Controls (SOC) reports, cyber resilience, and IT general control reviews. He is a member of the Information Systems Audit and Control Association (ISACA) and is an active member of the Technology Association of Georgia (TAG), serving on the steering committee of the FinTech Society. Mike is actively involved with leading a variety of seminars and webinars as well as served on panels relating to internal fraud, regulatory compliance, vendor management and risk management.
Chief Innovation Officer & Director, LabCFTC
Commodity Futures Trading Commission
Melissa Netram is the Director of LabCFTC and Chief Innovation Officer at the Commodity Futures Trading Commission. In her role, she is responsible for coordinating closely with international and U.S. regulators, Capitol Hill, and other external stakeholders to facilitate market-enhancing innovation, inform public policy, and ensure the CFTC has the understanding to keep pace with the ever-changing financial services industry.
Ms. Netram brings to her role more than 15 years of experience developing and executing policy strategy regarding technology and financial services issues. Prior to joining the CFTC, she was the Director of Global Public Policy and Regulatory Affairs for Silicon Valley-based Intuit, where she led the development of the company’s government strategy and worked on the convergence of technology and global policy. As part of her role, Ms. Netram led efforts to position Intuit to successfully capitalize on fintech innovations, including serving as a founding member of the Financial Innovation Now Coalition, one of the first DC-area fintech groups.
Ms. Netram began her career in financial services at the U.S. Department of the Treasury, with a rotation through the Office of the Comptroller of the Currency. Following her government service, she joined The McGraw-Hill Companies and then the Financial Services Roundtable, where she worked extensively on the Dodd-Frank Act.
Co-Founder & CEO
Senior Vice President
Atlantic Capital Bank
Founder & CEO
Co-Founder, President & CEO
Editor in Chief
Managing Director, CAO Site Services Executive
As CAO Site Services Executive, Barbara Dugas-Patterson leads a team of Site Service Managers at our global strategic hubs who partner with all CAO functions and location leadership, driving strategy which optimizes service delivery and operating structure. Barbara is also responsible for Global Supplier Diversity which uplifts diversity within the JPMC supply chain to reflect our changing customer demographic and drive economic growth in communities where we do business. Prior to this role, Barbara managed the Appraisal Services Group (ASG) and Environmental Risk Management team (ERM), providing appraisal and environmental expertise for real estate transactions for several JPMC businesses domestically, in APAC and EMEA. Barbara joined the firm in 2011 as Head of Portfolio Management, Chase Commercial Term Lending (CTL). In this role, she led a national team responsible for risk monitoring and management of the CTL’s $50+ billion commercial real estate loan portfolio.
Prior to joining Chase, Barbara was Senior Vice President and Regional Director of Citi’s Commercial Real Estate Finance business leading the lending business in the Western US. She was with Citi and its legacy organization, California Federal Bank, for over 16 years. During this time she held numerous business and risk leadership roles.
In addition to business leadership, Barbara is passionate about diversity initiatives. She is a former Co-Sponsor of the firm’s Black Executive Forum (BEF), past Diversity Champion for CB Risk, and past Global Co-Chair of JPMC’s Women’s Interactive Network. In addition to the BEF, Barbara is involved in Women on the Move, is a JPMC Ambassador and a member of the firm’s Black Organization for Leadership Development (BOLD).
Barbara is a graduate of the University of Texas at Austin, having earned a Bachelor in Journalism and an MBA in Real Estate Finance from the Red McCombs School of Business. She is married to Donald Patterson, her husband for 34 years. They have three children. Barbara is a member of Alpha Kappa Alpha Sorority, Inc.
Tech Square Ventures
Thad Peterson is a senior analyst with Aite Group, focusing on the evolution of the payment space, the customer payment experience, and merchant acquiring.
Recognized as a global thought leader in payments, Thad has a proven track record of identifying and developing new opportunities and technologies in payments and financial services. He has relevant expertise in applying customer behavior to the payments ecosystem in both corporate and startup environments. Thad’s consulting background includes engagements on credit and debit cards, mobile payments, airline payment platforms, consumer and merchant loyalty, payment technology evolution, stored value, and product innovation. He holds patents in customer authentication and real-time mobile-enabled loyalty.
Prior to joining Aite Group, Thad led the mobile commerce practice at inCode Consulting and was managing director of Maritz Real-Time Rewards, leading the company’s mission to build a new industry standard at the nexus of transactional marketing and consumer engagement. While at Maritz, he also served as a division vice president, sector strategy, heading up strategy and solutions development for Maritz’s financial sector. Before joining Maritz, Thad was a partner with global financial services and payments firm Edgar, Dunn & Company, where he led the retail banking, loyalty, and emerging technology practice areas, working with retail banks, card issuers and processors, airline consortiums, new payment technology providers, payment associations, and prepaid card issuers. Thad has also worked as a C-level executive at retail banks and held positions in advertising and customer communications.
Thad served as an officer in the U.S. Navy for four years and holds a degree in Special Education from the University of Idaho.
Co-Founder & President
Kathryn Petralia is the President and Co-Founder of Kabbage, a leading global financial services, cash-flow technology and data platform for small businesses. Before co-founding Kabbage, Kathryn spent nearly 15 years with fintech and ecommerce startups.
After graduating from Furman University with an English degree, Kathryn pursued her interest in technology to launch a number of successful startups. She also served as Vice President of Strategy for Revolution Money, which was acquired by American Express, and was the director of corporate development for CompuCredit. In 2017, she was named to Forbes’ 2017 list of the World’s Most Powerful Women. Kathryn recently co-founded Drum, a platform reinventing sales infrastructure by connecting businesses to their ideal customers through an infinitely scalable sales force.
Kathryn serves on the boards of CARE USA, Fannie Mae Advisory Board, The Woodruff Arts Center, Padsplit, Rented.com, and the Atlanta Chamber Music Festival.
Head of Solutions
Randy has over 20 years experience in the payments, cards, and banking fields. He was previously at Alliance Data Card Services (ADS) where he led product strategy for payments and rewards for the private label and co-brand product offerings. In his 7 years there he led numerous product initiatives, including the launch of the Ondot solution for the co-brand portfolio. Prior to ADS, Randy was at FIS (formerly Metavante and M&I Data) where he started as a developer, but also held roles in Sales Support, Sales, and Solution Architecture over 15 years. He leads Ondot’s product solutions team, responsible for product-related prospect and existing client efforts, while driving a “voice of the customer” perspective back into our product development processes.
SVP & Chief Innovation Officer
Charles Potts is senior vice president and chief innovation officer for the Independent Community Bankers of America® (ICBA).
In this role Potts will drive ICBA’s innovation, change management and financial technology strategies, working with ICBA leadership to develop impactful, value-added solutions that help community banks seize new market opportunities to meet customers’ evolving financial services’ needs.
Charles’ extensive financial services experience began in banking and financial service firms more than 35 years ago. Those experiences provided the background Potts needed to start, co-found or lead various fintech start-ups including digital banking, mobile engagement, financial management and payments providers.
Several had successful exits including IPO’s, strategic investments, or acquisition via strategic acquirers. A few also lead to his then creating and operating new international business units.
Most recently he worked at the Advanced Technology Development Center (ATDC) incubator at Georgia Tech, leading the fintech practice where he mentored and coached startup founders.
Before that he helped start First Performance Global and served as executive managing director where he led global business and corporate development activities for the start-up card-control and fraud alert SaaS provider.
Potts also previously served as the turn-around CEO for NetClarity, a start-up in the University of Florida’s Business Incubation Hub.
Charles attended the Georgia Institute of Technology, holds a BBA from Georgia State University in Atlanta where he also did his graduate studies and attended the Graduate School of Banking at LSU.
Co-Founder & CEO
As the CEO and Co-Founder of AvidXchange, Michael Praeger shares his passion for innovation by inspiring businesses to realize the true value of utilizing technology to increase efficiencies and refocus efforts on more strategic company goals. Since founding AvidXchange, Michael has led the company to secure the coveted title of Global Unicorn by CB Insights three years in a row, with a $1 billion-plus valuation by investors, 6,000 customers and 680,000 suppliers nationwide.
With an affinity for entrepreneurism & leadership, coupled with expertise on fintech & payments innovation, Michael has led AvidXchange to equip customers with the right products to implement accounts payable and payment automation, eliminating paper invoices & paper checks, and increasing visibility into financials. He’s had the opportunity share his journey & the AvidXchange story speaking at various industry conferences like Money 20/20. His dedication to developing creative solutions for mid-sized companies to grow their businesses, increase revenue and drive efficiencies has positioned Michael as a thought leader in the industry and led to opportunities with Forbes, Authority Magazine, Business Insider Inc. and The Wall Street Journal.
Michael’s definition of success is “pursuing your passion.” His career is a reflection of how he has pursued his passion & how he’s achieved success in doing so. Before establishing AvidXchange, he was Co-Founder of PlanetResume.com, a technology career enhancement and recruiting site, and Co-Founder and CEO of InfoLink Partners, a software company specializing in automating the tax billing & collection functions for municipalities. Michael also served as an Associate with Summit Partners, a Boston-based Venture Capital firm.
Michael remains active in organizations like the Young Presidents Organization, serves on the advisory board of the North Carolina Technology Association & is board member of Charlotte City Center Partners, Kare Partners and E2D.
Since joining Palo Alto-based firm Jumio, the leading AI-powered trusted identity SaaS provider, Robert Prigge has experienced nothing but success. Beginning as their chief revenue officer in 2016, he has since been promoted to president and was named the company’s chief executive officer in 2019. This is by and large due to his deep experience in the cybersecurity and digital identity space. With 20 years of experience, including working in sales, business development, and marketing management, Prigge is a definite leader. A seasoned and strategic master, he describes himself as a “first-in last-out execution-obsessed” executive with an impressive record of success.
Prior to Jumio, Prigge held various C-level and senior executive roles at high-tech companies, including IBM, Secure Computing, Sterling Commerce, Infrascale, and Spruce Finance. He’s also led three companies to successful M&A exits and has extensive global experience in building dynamic teams and sustainable operations.
Prigge started college at the tender age of 16 and earned a Bachelor’s degree in Materials Science And Engineering from The University of Illinois at Urbana–Champaign. Most recently, he completed a diploma in AI and Machine Learning at MIT.
Head of Developer Relations, Fintech
Alex Qi is a product manager focusing on Jarvis Multimodal Conversation AI Platform and NVIDIA Broadcast Engine on the NVIDIA Deep Learning Software team. Prior to this role, Alex was a solutions architect with a focus in natural language understanding and speech recognition. She also has diverse engineering experience in numerical simulation, design engineering and has worked in the field of robotics and industrial design. Alex graduated with a dual master’s degree from Massachusetts Institute of Technology, a Master of Science in Mechanical Engineering focus on Robotics and AI, and a Master of Business Administration from Sloan School of Management.
Executive Vice President
The Points Guy
Founder & General Partner
Dan is the Founder and General Partner of Commerce Ventures, a venture firm focused on digital innovations in the FinTech, Payments and Commerce eco-systems. Commerce Ventures represents a broad, highly strategic set of investors and, thus far, the firm has invested in over sixty portfolio companies since its launch, including Bill.com (IPO), BillGO, ClickSwitch, Forter, Harvest, InAuth (Acquired by Amex), Marqeta, MX, SessionM (Acquired by Mastercard), Socure and VestWell.
Prior to creating Commerce Ventures, Dan was a Principal at Highland Capital Partners and invested primarily in mobile, payments and digital marketing companies, such as PerkStreet, Quattro Wireless (acquired by Apple), Triad, Zoove (acquired by MBlox) and WePay (acquired by JPMC). He has also worked at HarbourVest Partners, where he invested in growth-stage technology and communications businesses; in Corporate Strategy at RSA Security; and as a banking software consultant for American Management Systems before the term FinTech existed.
Dowse “Brad” Rustin
Partner & Chair, Financial Regulatory Team
Nelson Mullins Riley & Scarborough
Brad Rustin’s career began as a litigator focusing on consumer financial services litigation and defense of regulatory claims against chartered and non-chartered financial institutions, finance entities, and money services business. Following in the wake of the fiscal crisis, he began working with financial institutions, money transmitters, non-traditional lenders, check cashers, and mortgage brokers on issues of regulatory compliance. As the regulatory environment facing financial institutions has changed and increased, he now spends most of his time counseling financial institutions in regulatory matters, including strategic agreements, product development, and operational compliance. Mr. Rustin regularly works with clients on issues relating to state and federal consumer protection laws, fraud monitoring, anti-money laundering and Bank Secrecy Act compliance, state and federal regulation of money transmission, stored value strategies, ACH compliance and traditional and non-traditional lending. Along with the firm’s technology group, Mr. Rustin regularly works with FinTech companies on state and federal regulatory compliance, product development, and financial institutions partnerships.
Mr. Rustin works with a number of industry organizations focusing on financial institutions and regularly speaks on topics involving regulatory compliance for chartered and non-chartered financial institutions.
Co-Founder & Global CEO
EVP Merchants & Acceptance
Senior Managing Director & Head-Americas
Co-Founder & CEO
Rachel Schneider is founder and CEO of Canary (www.workwithcanary.com), a social venture incubated by The Workers Lab as part of its Design Sprint for Social Change. Canary delivers strategic cash infusions to workers experiencing a financial disruption. Canary’s vision is that small amounts of money can go a longer way, if they are delivered to the right person, at the right time, in the right way.
This work builds on her learnings as co-author of The Financial Diaries: How American Families Cope in a World of Uncertainty. Described as a “must-read for anyone interested in causes of – and potential solutions to – American poverty” by Publisher’s Weekly, The Financial Diaries challenges conventional wisdom about inequality.
Rachel previously lead many of the projects at the heart of the work of the Financial Health Network (formerly the Center for Financial Services Innovation), where she is still a Senior Advisor. She is both a conceptual, and a practical thinker, with the ability to think not only about big ideas but also about the smaller steps that can be taken today. Her research has been cited in the nation’s largest publications, and she is a highly sought-after consultant, writer and public speaker, as well as a Senior Fellow at the Aspen Institute Financial Security Program.
Rachel began her career as an investment banker at Merrill Lynch & Co., but credits her commitment to the potential for innovative finance to solve major social problems to her days as a VISTA Volunteer (now AmeriCorps). She holds a J.D./M.B.A. from the University of Chicago, and a B.A. from UC Berkeley.
Managing Partner, Wescott Capital; Contributor
Daniel Shakhani is a British-born inventor, social entrepreneur, financier and philanthropist ranked Business Insider 100 most influential people shaping British technology in 2019. He is the founder and CEO of RDS Capital, Co-founder of Salary Finance and strategic advisor to Global Reach Investments, and is based in London.
Daniel first started his career in finance working for major firms such as Goldman Sachs and Royal Bank of Scotland.
In 2010, Daniel founded RDS Capital a family-owned strategic advisory firm working closely with corporations, family offices, and the worlds most influential business leaders. Daniel was formerly a principal of a single family office (GKAM) in London where he led the creation of the Financial Times Philanthropy & Global Impact Summit. Daniel has been recognised as a pioneer in the world of social entrepreneurship and co-founded SalaryFinance.com with Asesh Sarkar and Dan Cobley former MD of Google (UK).
Salary Finance is one of the fastest growing fintech companies worldwide focused on financial wellbeing in the workplace. The platform has received a series of accolades and is recognised as a finalist in the World Economic Forum tech pioneers, HRH Prince Charles “Responsible Business of the Year”, Mayor of London Sadiq Khan Global Impact Award, Grant Thornton “Faces of a Vibrant Economy”, KPMG Fintech 100 and co-founders nominated for National Business Awards Entrepreneur of the Year 2018.
Daniel co-founded the Financial Inclusion Alliance in the United Kingdom with Norman Pickavance. The mission is to address in work poverty and inspire and enable business to be a force for good. The alliance partners include Barclays, Legal & General, Santander, Aviva, HSBC, KPMG, Experian, Step Change, City of London Corporation, CBI, Quaker Social Action.
The global movement evolved into the Workplace Wellbeing Alliance (B Corp) leveraging a network of 560 employers worldwide.
The Workplace Wellbeing Alliance’s (WWA) mission to ensure every individual has the opportunity to maximise their own wellbeing to reach their optimum potential across the core pillars of physical, mental and financial wellbeing. The organisation is formed by leaders from FTSE and Fortune 500 companies, is global in nature bringing together (under a single umbrella) the latest thinking and solutions to ensure we enhance individual wellbeing and performance. When we prioritise our wellbeing our decision making, creativity and productivity improve dramatically. WWA is committed to accelerating the cultural shift by partnering with experts to save employers time and money and formulate scalable and measurable solutions that drive outstanding outcomes.
In addition, Daniel co-founded the Financial Times Family Office report, FT Innovation in Family Business, FT Investing for Global Impact and Chairman of the Milken Institute Young Global Leaders which includes intellectually curious, motivated and philanthropic young professionals between the ages of 25 and 40 who support the Milken Institute and its mission.
A keen supporter of social entrepreneurship he is an active speaker at global conferences and most recently had published a white paper on leadership practices “creation of success” taught to 52 incoming professors of the Los Angeles College District. He was formerly on the advisory board of Hand in Hand founded by European Industrialist Dr. Percy Barnevick. Daniel worked closely with Elon Musk’s brother, Kimbal Musk World Economic Forum Entrepreneur of the Year.
Daniel attended the Ashmole School. He later enrolled in Harvard Business School and completed the PLD program in Management.
Daniel is married to Ronit Shakhani. They have three children together, Eliana, Raphael, and Natanel.
Emmalyn co-manages Flourish Ventures, a $500M global fintech fund, and leads investments in startups whose technology improves the financial health for the masses of U.S. citizens. Her current portfolio includes Brigit, Chime, Clerkie, Cushion, EarnUp, Kin, Propel, SeedFi and Steady.
Emmalyn has over 20 years of technology investing experience. As a partner at Omidyar Network, Emmalyn co-managed the Financial Inclusion team. Prior to that, she was a venture partner at Oak Investment Partners, deploying over $150 million of capital in companies such as Bleacher Report, Huffington Post, Thrillist, and Demand Media. Before Oak, she led software and internet investments including Tellme Networks, Neoteris, and MySpace at VantagePoint Partners and the Barksdale Group.
Prior to investing, Emmalyn was an investment banker in Morgan Stanley’s Corporate Finance Technology group. She started her career in fintech as a product manager at MSCI Barra, a leading portfolio analytics software company. She holds an MBA from the Wharton School of Business, and a B.A. in economics and minor in mathematics from the University of California at Berkeley where she graduated summa cum laude and Phi Beta Kappa.
Dibyendu “Dibs” Shekhar
Senior Director, Product
Dibs Shekhar serves as Senior Director of Product Development for Comcast Business, a leader in communication services to the SMB and the Enterprise marketplace.
Dibs leads the ActiveCore portfolio of products, which includes SD-WAN, business continuity, software router, security, and Digital Experience platform.
Prior to joining Comcast, Dibs wore multiple hats within engineering, sales engineering and product management across companies such as IPC systems, NYSE, and Niksun Inc within B2B enterprise software, telecommunication, networking and finance segments.
Dibs holds MS degree from Rensselaer Polytechnic Institute, NY and MBA from Rutgers Business School, NJ.
Co-Founder & CEO
Luvleen Sidhu is the Co-Founder, President and Chief Strategy Officer at BankMobile.
BankMobile is a division of Customers Bank and among America’s largest and fastest-growing mobile-first bank offering checking and savings accounts, personal loans and credit cards. BankMobile, named the Most Innovative Bank by LendIt Fintech in 2019, provides an alternative banking experience to the traditional model. It is focused on technology, innovation, easy-to-use products and education with the mission of being “customer-obsessed” and creating “customers for life.” The disruptive, multi-partner distribution model, known as “Bank-as-a-Service” (Baas), created by the executive team enables BankMobile to acquire customers at higher volumes and substantially lower expense than traditional banks.
Sidhu is also a member of the BankMobile Board of Directors and Director and Founder of the BankMobile Foundation, where she identifies and funds budding entrepreneurs and organizations that promote financial literacy.
Sidhu, along with her father Jay Sidhu, co-authored, “Why Can’t Banks Be As Easy As Uber?: BankMobile And The Real Future Of Banking,” which reached #1 International Amazon Best Seller-status and landed the authors on Amazon’s Top 100 Authors list in Business and Money in less than 24 hours.
Sidhu has also been recognized in the industry for her accomplishments. She was named the Fintech Woman of the Year by LendIt Fintech for the LendIt Fintech Industry Awards in April 2019; one of Crain’s New York’s 2019 Notable Women in Banking & Finance; a 33 Under 33 Awards 2018 winner, one of CEO Connection’s Most Influential Women of the Mid-Market in both 2018 and 2017 and its 2017 Mid-Market Young Leader; one of Bank Innovation’s top innovators worldwide in June 2017, 2016 and 2015; ‘Most Innovative Woman in Banking – Greater New York’ and ‘Best Women Owned Financial Services Company – New York’ in Corporate America’s 2016 American Businesswoman Elite Awards; one of Philadelphia Business Journal’s ‘Women to Watch in Banking’ in September 2016; the Lehigh Valley Business Women of Influence – Woman to Watch Honoree in February 2016; a winner of New York Business Journal’s Women of Influence Awards in November 2015; and one of Auto Finance News’ ‘10 Executives to Watch in Auto Finance’ in September 2015.
Sidhu has been featured regularly in the media including on CNBC, Bloomberg Radio, Yahoo Finance, Fox News Radio and in The Wall Street Journal, Forbes.com, American Banker, Crain’s New York, FoxNews.com, among others.
Sidhu is also a national and international speaker at industry conferences and at undergraduate and graduate programs, where she encourages financial innovation and entrepreneurship. She is also on a mission to provide financial advice specifically to her fellow millennials. Previous speaking engagements include: ASEAN EXEC-IT 2018, FinovateFall 2018, LendIt Fintech USA 2018, Singularity University’s Exponential Finance, the Chief Strategy Officer Summit, the Future of Digital Banking in London and Singapore, Bank Innovation Israel, American Banker conferences in the U.S., Harvard Business School, and Wharton Business School, among others.
Additionally, Sidhu is a member of the Young Presidents’ Organization. She also serves as a mentor to fintech startups as part of the Techstars accelerator program. She is passionate about serving the fintech community in hopes of empowering entrepreneurs to bring new technologies to market in the fintech space and pushing the standard forward in financial services.
Prior to her current role, Sidhu was a management consultant at Booz & Co. in their financial services practice. Before attending business school at Wharton, she worked as the director of corporate development at Customers Bank. While at the company, she introduced several growth projects, including partnering with a New York City-based start-up to improve the banking experience through innovative technology.
Previously, she was an investment analyst at Neuberger Berman in their hedge fund of funds group. Sidhu holds a Master of Business Administration from The Wharton School at the University of Pennsylvania and a Bachelor of Arts Degree in Government from Harvard College.
Personally, Sidhu is involved with several social impact projects that include establishing computer centers in India to educate rural women, and organizing and sponsoring medical camps in underprivileged areas in Punjab. She is also a leader in the Soka Gakkai International Non-Profit, mentoring individuals and providing them with guidance and actionable tips to help them achieve their full potential professionally, personally and spiritually.
Partner, Cybersecurity & Privacy
Kevin is a Partner in PwC’s Cybersecurity, Privacy & Forensics practice based in Atlanta. He has over 17 years of experience assisting companies with developing business-aligned Information Security programs, developing sustainable Payment Card Industry (PCI) programs, overseeing technical security assessments, and recovering from cyber breaches. Kevin provides oversight for PwC’s Cyber Penetration Testing Team (CPT2 ), which is a team of advanced testers focused on adversary attack simulation services (e.g., red teaming, purple teaming, dynamic application security testing (DAST), mobile application security testing, IoT testing, and more) for clients across all industries.
Kevin holds a BBA from Howard University and is a Certified Information System Security Professional (CISSP).
Co-Chair TAG Blockchain, TEDx Speaker, CEO
Roop is the founder and principal at Intuit Factory, a Blockchain business strategy consulting & education firm. Roop delivered a TEDx talk in March 2019 on “Who owns your digital identity? Blockchain unlocking the identity revolution.” He then followed up with another TEDx talk in Feb 2020 on which was featured on TED.com, “How digital assets are changing the nature of value?” He designed and teaches executives Blockchain Strategy for Business Leaders program. As a public speaker, Roop helps audiences understand the potential, impacts, pitfalls and risks, guiding the evolution of business and society into a Blockchain, IoT and AI-driven world. His book, “Prophets in Chaos- Blockchain Strategy to Sow and Survive Disruption” is about to be released soon.
Technology & Blockchain Partner
Founder & CEO
Stuart Sopp is the CEO and founder of Current, a leading U.S. based challenger bank, which enables access to affordable and premium financial services to people traditionally overlooked by the banking industry. From 1999 – 2014 he spent his career developing and trading financial systems at Morgan Stanley, Citi and Deutsche Bank. He started Current after recognizing that the growing inequality gap could be addressed through innovation in technology to improve financial outcomes for everyone.
As Chief Executive Officer of DefenseStorm, Steve is responsible for the strategic direction, daily operations and growth of the company. Prior to assuming this role, Steve served as Chief Revenue Officer for two and a half years where he led the Sales and Marketing teams, resulting in 3.5X growth in DefenseStorm’s customer count, numerous strategic partnerships and the establishment of DefenseStorm as the standard for cyber safety and soundness for the banking vertical. Before joining DefenseStorm Steve spent more than 20 years successfully leading sales at early stage, private-equity-owned, and large global market-leading business-to-business brands. As an executive with deep banking industry expertise, Steve has built world class customer-focused sales teams that have delivered double-digit year-over-year profitable revenue growth in fast paced and competitive environments. His background includes shaping a 100+ sales organization at e-banking leader Q2 to deliver 30% year-over-year revenue growth, as well as leadership positions at Intuit, S1 Corporation and KPN. Steve also has direct banking experience through management positions at Key Bank, Bank Boston and State Street Bank. Steve is a graduate of Boston College and earned a Master of Business Administration degree from Boston University.
President & CEO
Coastal Community Bank
Eric M. Sprink serves as President and Chief Executive Officer of Coastal Community Bank and Coastal Financial Corporation. Coastal prides itself on being “unbankey” and has organically grown from less than $200 million in assets when Eric joined the bank in 2006 to one billion today. You are more likely to see staff out in the community in jeans and Coastal logo gear than you are in a suit and tie in the office.
Community is the bank’s middle name, but the bank is openly changing the rules of what that means. In addition to meeting the needs of its business clients, Coastal is delivering wholesale banking or Banking as a Service to Fintechs, capitalizing on the strong relationship culture built on top of a strong compliance backbone.
Because of the relationships the bank has built with Fintechs, Eric is a frequent speaker and advocate for bank/Fintech partnerships. He has worked closely with a number of regulatory bodies as the banking industry evolves and faces disruption.
In spite of living in the Pacific Northwest, Eric is a Tarheel and will happily share his thoughts on North Carolina sports. Active in community affairs, Eric is a past-chair of the Community Bankers of Washington and is involved with numerous local non-profits.
Partner, Information Governance & Privacy
Toby is a Partner in PwC’s Cybersecurity, Privacy & Forensics practice where he focuses on delivering Information Governance & Privacy services to clients across various industry verticals with a focus on the Technology, Media and Telecom sectors. Toby specializes in helping companies design, implement and operate privacy and information governance programs that ensure the personal data they collect and process is handled and governed in a manner that’s consistent with its commitments, maintains trust and transparency with its stakeholders, and is compliant with applicable laws, regulations and industry standards.
In this role, Toby has also helped many high profile companies prepare for and navigate regulatory enforcement actions from authorities such as the Federal Trade Commission (FTC), Federal Communications Commission (FCC), international Data Protection Authorities (DPAs), and others. He also has helped organizations prepare for and comply with privacy and data protection regulations and industry standards across the globe such as the EU General Data Protection Regulation (GDPR), California Consumer Protection Act (CCPA), FCC’s Customer Proprietary Network Information (CPNI) Rules, Cross-border Data Transfer programs (e.g., Privacy Shield, Binding Corporate Rules, Model Contract Clause arrangements, HIPAA, GLBA and many others.
Toby graduated from James Madison University with a Bachelors in Computer Information System and is a Certified Information Privacy Professional (CIPP/US), Certified Information Systems Auditor (CISA) and is Certified in Risk and Information Systems Control (CRISC).
Global Head, Risk Consulting; Global Corporate & Specialty
Mr. Steinmetz brings broad industry expertise coupled with more than three decades of applied engineering and risk management consultancy. He is involved in exploring the intersection of technology and insurance on topics related to Internet of Things (IoT), remote sensor technology and applications, virtual risk monitoring, deep learning techniques applied to visual image recognition and use/leverage of a variety of applications and emerging capabilities that seek to improve the risk assessment function.
Mr. Steinmetz has been employed at Allianz for nearly 25 years holding positions in Claims (Sr. Director Forensic Engineering Practice Group Lead), in Underwriting (Director of Catastrophe Management), in the Risk Office (AVP Corporate Catastrophe Management & Operational Risk, in Risk Engineering (North America Regional Manager & Global Head of MidCorp ARC). In these roles, Mr. Steinmetz has sponsored and promoted the concept of using expertise and knowledge based insights to improve the foundation and information on which organizations base analysis and financial decisions. Before Allianz, Mr. Steinmetz practiced as an environmental engineer at a national environmental engineering company for more than 6 years focused on design and implementation of pollution cleanup remedies for a variety of industrial clients.
In addition to these experiences and responsibilities, Mr. Steinmetz has served as an appointed international representative to the Allianz working group for sustainable development and the Allianz center of competence for climate change. He was also an appointed technical representative to the Governor of California’s Alluvial Fan Task Force. Mr. Steinmetz serves as an associate member of the American Society of Civil Engineers and served as a member of the environmental assessment committee for the American Society of Testing and Materials.
Mr. Steinmetz holds a Bachelor’s of Science degree in Agricultural Engineering and a Master’s of Engineering degree in Civil and Environmental Engineering from California Polytechnic State University, San Luis Obispo, California. Mr. Steinmetz is a registered professional engineer (P.E.) in the State of California,
Senior Managing Director; Global Head of Macro Investment Strategy, Quantitative Research & Trading, Global Investments
Chip Stevens is senior managing director and global head of Macro Investment Strategy, Quantitative Research and Trading of Aflac’s Global Investments Division.
Stevens joined Aflac in June 2012 as managing director and global head of trading for Aflac’s Global Investments division. In February 2014, his role expanded to global head of macro investment strategy, portfolio solutions and trading. From May 2014 through April 2015, he also served as acting chief investment officer for Aflac Japan, where he had oversight responsibility for ensuring execution of globally approved investment strategy of the Aflac Japan portfolio as well as overseeing all investment activity for Aflac Japan. He returned to Aflac’s New York Global Investments office in May 2015 and assumed his prior role while also taking on greater responsibilities, including expanding international investment and currency strategies and chairing the investment strategy group. He is additionally responsible for Global Investment’s corporate venture capital program. Stevens is a member of the Global Investment Committee and Global Investments Executive Committee.
Stevens has more than 22 years of investment experience in a variety of investment roles prior to joining Aflac, including serving as managing director, head of fixed-income trading for the Americas for BlackRock Investment Management in both New York and San Francisco. Prior to BlackRock, he ran several credit- and derivative-trading businesses as a managing director for Deutsche Bank. Earlier in his career, he ran credit-derivatives trading for Merrill Lynch in London and for Citigroup in New York. He also worked at Salomon Brothers in 1992.
Stevens sits on several private-company and non-profit boards in the greater New York area. He earned a bachelor’s degree in economics from Cornell University and a Master of Business Administration from Duke University.
VP HR & Talent Development
Gloria Styles has more than 15 years of experience in human resources and currently serves as the Vice President of Human Resources and Talent Development at AvidXchange. In her role, Gloria is responsible for the strategic direction and execution of the HR & Talent Development function as well as a heavy focus on culture.
Gloria is motivated by the development of teammates, supporting them on their career journey, and challenging the status quo. Gloria is also passionate about the support of Veterans transitioning into the workforce and identifying and developing their unique skills sets.
Prior to joining AvidXchange, Gloria worked for 12 years at CVS Health where she was the Senior Director of Human Resources supporting over 3000 retail pharmacies in the southeast overseeing the HR function for 30,000 employees. She received a bachelor’s degree in psychology & theology from Salve Regina University as well as a master’s degree in psychology from Rhode Island College.
Derik Sutton joined Autobooks in 2018 as VP of Product and Experience. As part of the Autobooks executive team, Derik now leads the Marketing & Industry Insights for the Autobooks team. In this role he regularly speaks at conferences and helps financial institutions better understand the small business segment and how to best serve their needs.
Derik began his career with CSI, a company focused on the community banking market. During his time with CSI he held a variety of roles before settling in to lead the product, sales, and design teams that brought the company’s first digital banking solution to market.
Derik joined Banno, a leading provider of mobile and web solutions for banks and credit unions, as the VP of Product. Banno was acquired by Jack Henry and Associates and Derik stayed on through the acquisition to continue to lead product for the Banno product line.
Upon leaving Jack Henry, Derik founded Become Labs, a product and design company that helped fintech companies launch new brands and products as well as consulted with financial institutions on their digital strategy.
Perkins Coie Partner, Dana Syracuse concentrates his practice on blockchain, fintech, ecommerce and financial services sectors. He works with clients on regulatory, business and product counseling, cyber and data security and enforcement concerns. Former associate general counsel for the New York Department of Financial Services, Dana was a leading figure in the development of the country’s first comprehensive digital currency regulation. He advises a range of clients on federal and state regulatory, compliance and enforcement matters, complex bank regulatory issues, including, privacy, data and cyber security, antimoney laundering, Bank Secrecy Act and Know-Your-Customer matters, consumer protection as well as contract drafting and negotiations. Lately he has been focusing on the regulatory considerations associated with the formation and operation of virtual currency trading platforms as well as advising financial services organizations on issues related to the transfer, custody and storage of virtual currency assets. Dana is a regular speaker on industry related topics and he recently co-authored the white paper “Anti-Money Laundering Regulation of Privacy-Enabling Cryptocurrencies.”
SVP Government Relations
Electronic Transactions Association
Scott Talbott is Senior Vice President of Government Affairs at the Electronic Transactions Association (ETA) in Washington, D.C. and is responsible for its governmental strategies, and directing ETA’s all of federal, state and Canadian policy and advocacy efforts in. Talbott has over twenty five years of experience advocating for the financial services and FinTech industries. He has received numerous accolades in his tenure, including being named a top lobbyist by The Hill for ten years in a row from 2009 to 2019, as well as a “winner” for his work during the economic crisis of 2008 by Washingtonian magazine. In 2010, he appeared in the Oscar-winning film “Inside Job.” Once named NPR’s favorite bank lobbyist and the voice of the financial services industry, he frequently testifies before U.S Congress, in state capitols, and the Canadian Senate, and is a regular contributor to both national and international media. Talbott received his B.A. from Georgetown University, cum laude, and his J.D. from George Mason University School of Law.
Head of Americas Regulatory
Gerry Tsai leads the Americas Regulatory, Compliance and Policy function at Stripe, a technology and payments infrastructure company that seeks to grow the GDP of the internet. He is a payments and bank regulatory lawyer and fintech enthusiast. Prior to joining Stripe, Gerry was a long time central banker and regulator at the Federal Reserve in SF and DC, where he established Fintech Navigate, the Fed’s first fintech industry engagement and research program. In addition, Gerry also led the Fed’s licensing and regulatory operations in SF. He has spoken at various events in the US and internationally on regulatory approaches to fintech, vendor risk management, financial institutions licensing and digital payments.
President & CEO
Vaduvur Bharghavan, who goes by VB, founded Ondot Systems 8 years ago to solve the problem of not being able to turn off his debit or credit card without calling his bank. In the 8 years since then, over 4,500 banks and credit unions have adopted Ondot’s mobile card controls, which have expanded to be the most advanced card controls and alerts available. Prior to founding Ondot, VB was founder and CEO of Meru Networks (now part of Fortinet).
Director, Payment Acceptance & Gift Cards
Joe Vasterling is Director, Payment Acceptance and Gift Cards for Best Buy Co., Inc. In this role, he is responsible for payment and payment/gift card related development efforts, driving key payment acceptance and gift card initiatives and managing industry relationships. Prior to Best Buy, Joe worked on the Payment Acceptance team at Target. Joe is an active industry participant including membership on the MAG Advocacy, Operations, and International Committees. He is also a member of the U.S. Payments Forum Steering Committee, where he is Treasure, and participates in various U.S. Payments Forum working committees.
Editor in Chief
Vanessa Indriolo Vreeland
Head of Truist Ventures
Chief Development Officer
Director, Global Product Delivery
Discover Financial Services
Kate’s been with Discover over 13 years holding positions of increasing responsibility throughout Discover Card and Discover Global Network with experience across Product Strategy, Risk Management, and Operations. She currently leads the Product Delivery team for Discover Global Network. The team partners closely with issuers, acquirers, merchants, and other payment enablers globally to ensure the successful enablement of advanced payment technologies across Discover, Diners Club, and PULSE networks.
Co-Founder & Co-CEO
Abbey Wemimo is the Co-Founder and Co-CEO of Esusu, a financial technology platform that reports rental data to build tenant’s credit scores while helping property owners increase revenue and lower evictions powered by differentiated data and insights. Prior to Esusu, Abbey founded Clean Water for Everyone, a global social venture providing affordable access to clean water for 250,000+ people in six countries. He also founded a data analytics company designed to gather machine-readable data on NGOs operating in Africa which was acquired in 2014. Previously, Abbey was a mergers and acquisitions consultant at PwC, where he worked on more than 20 buy and sell-side deals valued at over $50 billion. He also gained valuable experience working with Accenture, European Commission, and Goldman Sachs.
Abbey and his work have been recognized in the Wall Street Journal, Financial Times, Quartz, Fortune, Teen Vogue, Vice, Black Enterprise, and Cheddar. Abbey was selected by Queen Elizabeth II as a Queen Young Leader. He was inducted into The Royal Commonwealth Society in 2017 and named to the 2020 Forbes 30 Under 30 list. He speaks at global conferences and has presented at the United Nations, the Vatican, the World Food Prize, and Clinton Global Initiative among others. Abbey graduated Magna Cum Laude from the University of Minnesota with a Bachelor of Science degree in Business Management. He holds a Masters of Public Administration degree from New York University’s Robert F. Wagner Graduate School School of Public Service and a Leading Change Scholar from The University of Cambridge.
SVP Sales & Relationship Management
The Clearing House
Elena Whisler is Senior Vice President of Sales and Relationship Management at The Clearing House. Elena is currently responsible for overseeing the customer relationship, sales and marketing teams to manage and expand its client base across The Clearing House’s core payments products (RTP® network, CHIPS, ACH and check image exchange). Current priorities include growing the RTP network across the US financial system participants and evolving the customer engagement model for all TCH Products.
Prior to joining The Clearing House, she held regional and global product management positions at FIS, Clear2Pay and Fiserv as well as working at the Federal Reserve Bank within the Retail Product Office and Monetary Policy Divisions working on cross-border activities and economic policy in Latin America.
Elena has served on multiple industry councils such as the Board of Directors for BAFT (Banking Association for Finance and Trade) and the NACHA Alliance. She also currently acts as a mentor for the RiseUp Program for Money 2020.
SVP Strategic Marketing
President & GM, Global Retail
Partner, Information Assurance Services
Brett is a Partner with over twenty years of experience focused on business process and information technology controls. He has performed over 3,000 audit and compliance related engagements for companies in many industries including, technology, FinTech, healthcare, healthcare technology, financial services, licensed gaming, telecommunications, and consumer and industrial products. In addition, he has performed HIPAA and Data Security and Privacy readiness assessments, HITRUST Assessments, Special Attestation Reports (including SOC 1, SOC 2, AT-C 105, AT-C 205, GDPR, ISO 27001, and PCI), and he has completed multiple internal audit engagements, including compliance with Section 404 of the Sarbanes – Oxley Act. Brett has a strong understanding of business processes, IT controls, and data security and privacy within organizations and the application and impact of these processes on IT applications, systems and networks.
Chief Human Resources Officer
Global Head of Social Impact
Mary Wisniewski is a banking editor for Bankrate and also writes on a variety of fintech and banking subjects for the website. Mary hosts the Banktress segment on Bankrate’s Instagram Lives, where she interviews fintech movers and shakers.
Previously, she covered fintech for American Banker and edited op-eds for the publication’s BankThink section. She was also a blogger and editor at Bank Innovation and served as a fashion editor for National Jeweler, where she reported on fashion shows and jewelry news. Mary grew up in the Michigan suburbs and now lives in Los Angeles with a maltipoo, a record player, roller skates and an espresso machine. You can find her on Twitter @marymwisniewski and on Instagram @mmwisnie.
Chief Operating Officer
Wesley leads customer care, operations and strategic partnerships for Varo. He brings over 25 years experience in financial services, with a focus on new product development, customer experience and operations. He was one of the first members of the Varo leadership team, joining in 2016, and has helped build the business and all of its operations infrastructure from the ground up. Prior to Varo, he was a senior vice president in American Express’ digital payments unit, where he led the launch of multiple digital payments products, including a mobile banking partnership with Walmart. He also led Amex’s prepaid travel payments business globally, with employees based in over 15 countries. Prior to Amex, he worked at McKinsey, Brown Brothers Harriman, and TradeOut, a B2B marketplace startup.
Jon is a passionate entrepreneur who brings a 20 year track record of driving and scaling consumer and business technology companies in rapidly changing industries. Prior to ParkMobile, Jon served as Managing Director, International, for Ceridian HCM (NYSE: CDAY), a leading provider of global human capital management software and services, overseeing a business which operated in over 50 countries, managing teams on 3 continents. While at Ceridian, Jon also served as Chief Strategy Officer and Chief Corporate Development and Product Innovation Officer where he oversaw Ceridian’s US product portfolio as well as global mergers and acquisitions.
Jon served as Sr. Vice President, Strategic Planning and Enterprise Development at Elavon, a leading global payments technology company. Early in his career, he worked in a number of enterprise and consumer-based software companies. Jon started his career in investment banking in New York and San Francisco.
Mr. Ziglar is a graduate of Princeton University and holds a J.D. from the Emory School of Law, with a certificate in Technology Commercialization. He was named a 2018 EY Entrepreneur of the Year for the Southeast, 2018 American Business Association Executive of the Year award and is a member of the Atlanta CEO Council and the Young President’s Organization (YPO). Jon serves on the Board of Advisors of Roadie Inc. and lives in Atlanta, GA with his wife and five children.
EVP Enterprise Innovation & Experience Design Officer, Head of Venture Investing
2020 Innovation Challenge Cohort
Founder & President
Co-Founder & CEO
Barclay Keith is the CEO and co-founder of Artis Technologies, an embedded financial services platform for digital, point-of-need lending and payments. Keith is responsible for the overall strategic vision, execution, and success of the company, instrumental in launching the startup and providing direction in its earliest critical stages of growth and development.
A self-taught coder with no additional training, Keith is a highly motivated individual who spent several years serving in the U.S. Army with a stent in Afghanistan – an experience that not only shaped his character but also largely influenced his business leadership style. Artis is where his technical skill converges with his desire to build a company that takes care of its people.
Before Artis, Keith was a Director at Greensky Credit where he was responsible for long-term forecasting, data analytics, and credit strategies research. Among other things, he rebuilt the VBA-based forecasting models, which reduced run times by more than 90 percent.
Keith also spent three years as the director of GUDHO, a company that serves the woodworking, plastics and composites industry with precision cutting tools. It’s a field he knows well, a passion of his being woodworking with traditional tools. Throughout his time at the company, he automated company operations and was given P&L responsibility.
Keith was the director for Heard Capital as well, developing risk management, investment, and trading execution strategies. As the company’s second hire, he helped build the firm to +$30 million in capital.
After serving in the Army, Keith pursued his bachelor’s degree in finance at Kennesaw State University. He continued his studies by obtaining a Masters in Babson College’s Global Entrepreneurship programs and Masters in Finance from the University of Rochester. He was also one of the original co-founders of the Atlanta Bunker Lab, a veteran entrepreneurship chapter.
He is from Atlanta and currently resides in the suburb of Roswell, with his wife and toddler son. An avid traveler, Keith lived in seven different countries and done business on three continents. In his free time, he enjoys the outdoors – anything from fishing and hunting to mountain biking and snowboarding.
Co-Founder & CEO
Jack Markwalter is the co-founder and chief executive officer at VIVA Finance, an innovative lending platform that is building an inclusive financial system by allowing borrowers to utilize their work history to access affordable credit.
Prior to founding VIVA with his brother, Jack was a senior analyst at Third Lake Capital where he was responsible for the oversight of the firm’s consumer finance portfolio companies.
Jack’s time in consumer finance dates back to his time at the University of Notre Dame where he served as the chief executive officer of the Jubilee Initiative for Financial Inclusion, a student-run non-profit focused on providing a replacement to payday loans in the South Bend, Indiana community.
Jack graduated with honors from the University of Notre Dame with a BBA in Finance.
Dr. Roshawnna Novellus
Founder & CEO
Dr. Roshawnna Novellus is the Founder and CEO of EnrichHER, a financial platform that connects female entrepreneurs with lenders who want to earn a eturn on their investment while fueling the growth of women-led businesses. Dr. Novellus is a gender equality advocate who believes in economic empowerment and inclusive economic growth. Dr. Novellus holds a Ph.D. in Systems Engineering, with a Minor in Finance, a Masters of Science in Information Technology emphasizing Information System Engineering, a Bachelor of Arts in Business Management Economics, and a Bachelor of Science in Computer Engineering – achieving Summa Cum Laude in each. Roshawnna served on the Commission on Women for the City of Atlanta and was honored as one of the Women Who Means Business by the Atlanta Business Chronicle, one of the 40 Under 40 by Georgia Trend, a Halcyon Fellow for Social Impact, one of the Top 25 Disruptors and Innovators in Tech, one of the 27 Black Founders and Investors to watch in 2019 by PItchBook, and LinkedIn Top Voice in Technology.
Founder & CEO
15 Years in Technology
Worked for Markit in during early stage, went from being the 8th member of Technology Team. and 400 employees globally, to watching the company IPO and now at a $14B valuation with over 500 members of the Technology Team and over 13K employees globally
Works for a FinTech Private Equity Firm – Growth Equity Fund – Founding Team – Operates and manages the firms Global Infrastructure & participates in cooperate technology due diligence for investments.
Been a Real Estate Investor for past 8 years
Been through the lending process 23 times, both Residential & Commercial Mortgages.
Founder & CEO
With over fifteen years of high growth tech experience driving sales, marketing and business development initiatives through direct sales and
strategic partnership programs, Matt has been a key contributor to innovative growth organizations throughout his career.
Matt began his career as an early-stage team member at Greenway, growing into a business development leadership role responsible for 250+
partnerships nationwide. After a Greenway IPO and subsequent acquisitionby Vista, Matt moved on to lead sales and business development at Pri-Med
Prior to founding Immediate to drive improved financial wellness through on-demand access to earned wages, Matt worked with multiple startups in
developing go-to market growth strategies, including PatientPop, Looped-inand Tomeah.
Michelle Taylor Willis
Chief Revenue Officer
With a career that covers both media and technology, Michelle Taylor Willis applies a diverse mixture of skills to her role as Chief Revenue Officer of Griffin Technologies. As a serial entrepreneur, Michelle has a goal of nurturing solutions that truly help the masses. With Griffin’s state of the art contextual insights, Michelle supports community banks and credit unions by connecting them with new and existing consumers in the moments that matter.
Fintech South 2020 Leadership & Committee Chairs
Larry K. Williams
President & CEO
Technology Association of Georgia
Fintech South Co-Chair & Executive Director
Georgia Fintech Academy
Tommy Marshall, Executive Director, Georgia Fintech Academy, University System of Georgia – Tommy has spent his 20+ year management consulting career focused on digital financial services and fintech. He works to bring his depth in payments, banking, capital markets, finance & regulation together with the Georgia and global fintech ecosystem to lead and support the objectives of the Georgia Fintech Academy.
Tommy is a graduate of Davidson College and holds an MBA from Vanderbilt University. He has called Atlanta home for the past ten years.
Fintech South Co-Chair; Director, Strategic Partnerships
Andrew B. Morris
Fintech South Executive Director & Content Chair; Founder & CEO
The FinTech Agenda LLC
TAG Fintech Society Chair & Partner
Sean joined TTV in 2002 as a summer associate and returned to TTV in 2005. He currently serves as a Partner and has over 13 years of venture capital experience. Prior to joining TTV, Sean served as the Vice President of Finance and General Counsel for an Atlanta-based technology start-up company. Sean is currently the Chairman of the Technology Association of Georgia’s FinTech society and serves on the Technology Association of Georgia’s Board of Directors and Leadership Counsel. Sean is also a founding member of the Fintech Atlanta Task Force. Sean is a member of the Venture Atlanta Selection Committee. Sean is also on the Editorial Board of n>genuity Journal, published by TSYS, the world’s largest credit card issuer. Sean is frequently featured in print and on the radio and TV as an expert on advances in fintech and the fintech ecosystem in Georgia. He earned his MBA from the Goizueta Business School at Emory University where he was one of five Woodruff Fellows. Additionally, he earned his J.D. at the University of San Diego in 2001. He is a graduate of the United States Naval Academy, where he played baseball and earned a B.S. in Economics. For TTV, he has served on the Board of Directors for nine companies, and currently serves on the Board of Directors for FX Bridge, FTRANS, Hurdlr, Medxoom, SamCart, TaxBit and Verady and as an observer on the Blooom, MX and Springbot Board of Directors.
Fintech South Content Co-Chair & Managing Principal
Glen Sarvady is a 20+ year veteran of the payments and FinTech industries. His firm 154 Advisors provides actionable insights, data-driven analysis and strategy formulation to help FIs navigate the rapidly evolving payments landscape, with specific expertise in electronic payments, digital wallets, consumer/SMB behavior and customer segmentation. He is a frequent industry speaker and author, and a founding director of the Technology Association of Georgia’s FinTech Society.
Prior to founding 154 Advisors in 2015, Glen co-led McKinsey’s payments-focused Global Concepts unit for six years and held various senior operating and financial roles at CheckFree from 1996-2005, spanning most of the firm’s life as a public company managed He also managed Deluxe’s Financial Services check and payments programs for two years. Glen is a former Federal Reserve Bank examiner and part of the startup team that launched the University of Pennsylvania Student Federal Credit Union.
Glen has a BA in Economics/Mathematical Methods from Northwestern University and an MBA from the Wharton School. He posts on FinTech matters on Twitter @154Advisors, and co-hosts the weekly podcast “The BIGCast” featuring interviews with FinTech leaders.
TAG ADVANCE Awards Co-Chair & Regional Sales Manager
TAG ADVANCE Awards Co-Chair & President
William Mills Agency
Scott Mills is President of William Mills Agency. He is responsible for guiding the account teams, monitoring tactical activities as they relate to the strategic plan, day-to-day management of the agency and customer service. Since joining the agency in 1989, he has worked in both creative services and client relations.
Scott is also the editor of Bankers As Buyers, an annual guide to technologies and spending trends in the financial services industry.
Prior to joining the agency, Scott worked in the entertainment industry for WEKS-FM, WEA (record distribution) and WKLS-FM. He earned a Bachelor of Science degree from Georgia State University. Currently, Scott is on the board of directors of Association for Financial Technology (AFT) and TAG Fintech. Scott is accredited in Public Relations through the Public Relations Society of America.
Fintech South Innovation Challenge Co-Chair & SVP Fintech Industry Banking
Atlantic Capital Bank
Atlantic Capital Bank serves emerging growth and middle market companies. As a Top 40 payments Bank by ACH volume, our expertise in financial technologies and payments allows us to offer clients the knowledge and horsepower of a large financial institution while providing the hands-on service of a community bank.
Chris leads Atlantic Capital’s fintech efforts and has over 16 years of finance, banking and startup experience with a strong skill set in technology, having worked with early, growth and public stage companies in a variety of verticals including: Software, Fintech, Healthcare and Social Media/Marketing.
Fintech South Innovation Challenge Co-Chair & Partner
Fintech Ventures Fund
Lucas has over 10 years of experience across investment banking, private equity, and venture capital, where he focused on companies operating in the financial services industry. Currently, Lucas is a Partner with Fintech Ventures Fund, a seed-stage financial and insurance technology-focused venture capital firm. Prior to joining Fintech Ventures, he was part of the investment team with an international private equity firm focusing on real assets and insurance opportunities. He began his career in investment banking at Bank of America Merrill Lynch.
Kristina Aranas Morris
World Stage Co-Chair & Project Manager
Kristina Morris is the Project Manager for FinTech Atlanta and is responsible for driving and supporting the organization’s mission to develop Atlanta as the recognized global center for Financial Technology.
Kristina has a wealth of experience in the nonprofit sector and has designed, built, launched and transitioned new and existing programs throughout her career. She received her bachelor’s degree in Sociology and Women’s Studies from Emory University and her Master of Business Administration from the Terry College of Business at The University of Georgia.
World Stage Co-Chair & VP Ecosystem Expansion
Metro Atlanta Chamber