FML Presents: The Power of Community for High Growth Fintechs October 12th, 2023

CDAO Financial Services brings together your data & analytics community from the Financial Services industry for two days of learning, networking, and collaboration. New this year, there will be two specialized tracks for those who work for organizations with assets under management of below $500 million and assets under management of $500 million and above. Join data & analytics leaders from TD, Morningstar, Barclays, Citi, and more on March 1-2, 2023 in New York City.

Top 10 speakers:

• Pawan Verma - CDO at ICBC
• Linda Zhang - Director, Head of Global Markets Data Science Platform at Barclays Corporate & Investment Bank
• Murli Buluswar - Head of Analytics at US Consumer Bank Citi
• Supreet Kaur - AVP, Data Strategy at Morgan Stanley
• Andrea Stefanucci - Executive Director, Artificial Intelligence Lab at J.P Morgan & Chase
• Juan Gorricho - VP, Global Data Platforms & Governance at VISA
• Shweta Mahajan - VP & Lead Analyst, Data Governance at Citi Bank
• Anju Prakash - VP, Model Risk Management at HSBC
• Emily Pachuta - Chief Marketing & Analytics Officer at Invesco
• Steve Boras - Executive VP, Head of Model Risk Management & Validation at Citizens Bank

Agenda:

Day 1:

• 8:00 am REGISTRATION & BREAKFAST
• 8:45 am Chairperson’s Opening Remarks
• 9:00 am Presentation – Harnessing the Power of Data as a Proactive CDAO
• 9:30 am Presentation – Closing the Governance Gap – Enabling Governed Self-Service Analytics
• 10:00 am Panel Discussion - Choose Your Player! Rebuilding Your Analytics Team For Modernization
• 10:45 am Networking Break
• 11:15 am Presentation – Accelerate your Digital Transformation Journey with Modern Data Management and Governance

Track A: Assets Under Management - Below $500 Million

• 11:45 am Presentation – Care to Share? A New Framework for Identity & Data Sharing
• 12:15 pm Presentation – Mapping Out A Practical Cloud Strategy

Track B: Assets Under Management - $500 Million and Above

• 11:45 am Presentation – Banking 4.0: A Data Powered Digital Revolution: Are you Prepared?
• 12:15 am Presentation – Best Kept Secrets to Maximize Value and Receive Buy-In for your Data & Analytics Initiatives
• 12:45 pm Networking Lunch
• 12:45 Private Event

Track A: Assets Under Management - Below $500 Million

• 1:45 pm Discussion Group – Advancing Your Data Governance for Future Growth
• 2:15 pm Presentation – Building Scalable, Data-Driven Engagement for Your Organization

Track B: Assets Under Management - $500 Million and Above

• 1:45 pm Discussion Group – Leverage Master Data Management to Accelerate Transformation
• Presentation – Making Security a Priority: Creating Accountability and Culture Change Across the Enterprise
• 2:45 pm Networking Break
• 3:15 pm Panel Discussion - Next Size Up: Understanding When You Need to Innovate Your Current Tech
• 4:00 pm Presentation – Building On The Cloud – Its’s More Than Just a Technology
• 4:30 pm Panel Discussion - Tradition vs. Innovation: Jumping into the New Horizon to Reimagine Business Transformation
• 5:15 pm - Cocktail Reception
• 6:30 pm - End of Day 1

Day 2:

• 8:00 am REGISTRATION & BREAKFAST
• 8:45 am Chairperson’s Opening Remarks
• 9:00 am Presentation – Why Digital Transformation Project Generally Fail – And How to Make Sure Yours Doesn’t
• 10:00 am Panel Discussion – Let's Get Data Management Right
• 10:45 am Networking Break

Track A: Assets Under Management - Below $500 Million

• 11:15 am Discussion Group 7A – Maximizing the Power & ROI From Your Data
• 12:00 pm Presentation – Navigating Data Transparency with Trust

Track B: Assets Under Management - $500 Million and Above

• 11:15 am Discussion Group 7B – Maintaining Data Quality for Better Operational Efficiency
• 12:00 pm Presentation – AutoBanks, Roll Out!
• 12:30 pm Networking Lunch
• 12:30 pm Private Event
• 1:35 pm Fintech Startup Showcase
• 2:05 pm Panel Discussion – Designing a Data-Driven Customer Experience Journey
• 2:05 pm Presentation – Building On The Cloud – Its’s More Than Just a Technology
• 2:35 pm Roundtable Discussions
• 3:15 pm End of Day 2
  

Conference link

The 2023 U.S. Fintech Symposium is a conference that brings together industry decision-makers to discuss the latest fintech best practices, developments and strategies. The conference is designed to foster meaningful fintech conversations that drive organizational, regulatory and industry innovation. Attendees will be able to participate in networking events, education sessions, and more… all within a beautiful resort setting!

Top 10 speakers:

• Moa Agrell Senior Banking Partnerships Manager at Trustly
• Dan Carmody President at TreaSolution
• Gabriel Skelton Director of Banking, Mortgage & Insurance Automation Solutions at OpenBots
• Brandon Spear Chief Executive Officer at TreviPay

Agenda:

Day 1:

• 6:00 PM Poolside Opening Reception

Day 2:

• 7:30 AM Registration Opens
• 8:45 AM The Fintech CEO Panel Discussion
• 9:00 AM Exhibit Halls Open
• 10:00 AM Fintech Break Out Session
• 11:00 AM Fintech Break Out Session
• 12:00 PM Lunch
• 1:00 PM Fintech Break Out Session
• 2:00 PM Sponsorship Showcase / Networking Break In Exhibit Halls
• 3:00 PM Fintech Break Out Session
• 4:00 PM Fintech Related Panel Discussion
• 5:00 PM Fintech Awards & Networking Reception

Day 3:

• 7:45 AM Registration Opens
• 8:00 AM Exhibit Halls Open
• 9:40 AM The Future of Scalable Intelligent Automation for Banks and Fintechs
• 10:40 AM Fintech Breakout Session
• 11:45 AM Lunch
• 12:45 PM Open Networking Event in Networking Lounge
• 1:15 PM Fintech Breakout Session
• 2:15 PM Fintech Breakout Session
• 3:15 PM Fintech Related Panel Discussion
• 4:00 PM Closing Remarks

Conference link