The NeoBank/Digital Bank Opportunity in Financial Services
Ron Shevlin - Director of Research at Cornerstone Advisors
Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including commissioned research, the Insight Vault service, and the Cornerstone Performance Report. A nationally sought after speaker, Ron is the author of the Amazon best-selling book Smarter Bank, and is the purveyor of fine snark on the Financial Brand’s Snarketing column and the Fintech Snark Tank podcast. Ron’s prior experience includes research and consulting for Aite Group, Forrester Research, and KPMG.
He has an MBA from the University of Texas and a bachelor’s degree in Economics from SUNY Binghamton.
Bank in the Box - a case study from leading core banking provider
Scott Lorenz, Head of Products, Bank in the Box Team, CeleritifFintech
Fireside Chat: The secret of Silicon Valley success and how the world will colloborate: Subra Iyar (Founder of WebEx, exit to Cisco in 2007 for $3.2 Billion) now CEO of Moxtra in conversation with Som Das
Executive Roundtable - International opportunities for startups and Fintechs
Doreen Parikh - Team Leader, Financial Services at U.S. Department of Commerce Ken Rosenberg - SVP & Manager, International Banking Department at Bridge Bank Rod Hirsch - Director at U.S. Commercial Service
Doreen M. Parekh | Ken Rosenberg | Rod Hirsch
Doreen M. Parekh serves as a Team Leader, Financial Services at US Department of Commerce. She has over 15 years of federal government experience formulating negotiating positions, supporting Senior Officials, leading technical analysis, coordinating cross-functional experts, and engaging stakeholders. Doreen has extensive experience working closely with U.S. and foreign officials abroad and in Washington, DC to promote commercially beneficial outcomes. She also has significant experience of briefing high-level officials and conducting written/oral policy recommendations.
Doreen Parekh was hired as an International Trade Specialist at the US Department of Commerce in 2005.
She received her Bachelor’s degree and master’s degree from the School of International Services (SIS).
Ken Rosenberg, SVP & Manager, International Banking Department at Bridge Bank, has over 30 years of experience in international banking and trade finance. He has been responsible for managing and growing Bridge Bank's International Banking Group, which includes foreign exchange and currency hedging, letters of credit and export/import working capital lines of credit. Ken has held executive-level positions at several international banking and trade finance firms. He has conducted business in over 35 countries, and has worked across a broad range of industries including technology, clean energy, and logistics. Additionally, Ken has extensive experience in the creation and delivery of international financial products and services, having developed the concept of using trading company techniques to finance international trade transactions. Prior to joining Bridge Bank Ken was Vice President of Trade Services at Wells Fargo and was also founder and Chief Operating Officer of Lightning Trade Group, LLC, a management consulting firm specializing in structuring innovative supply chain financing.
Rod Hirsch is the Director of the Oakland Export Assistance Center with the US Commercial Service. The U.S. Commercial Service, a part of the U.S. Department of Commerce, promotes the sale of US products and services around the world. Prior to coming to Oakland in the fall of 2000, Rod worked for two years as an International Trade Specialist in the Export Assistance Center in Long Beach, California. Rod is also an active member of the Environmental Technology Team and the Agribusiness Team. He has served on temporary duty assignments in the Commercial Section of the U.S. Embassies in London, U.K., Abidjan, Ivory Coast and Accra, Ghana. Rod had been appointed to be the Deputy Regional Commercial Officer serving francophone West Africa out of the U.S. embassy in Abidjan, Ivory Coast, but was canceled due to conditions in the country.
Prior to working with the U.S. Department of Commerce, he worked for the City of San Antonio, Texas as an International Affairs and Trade Specialist. Rod promoted bilateral trade between Mexico and the City of San Antonio, as well as overseeing the Sister Cities Program. While pursuing his Masters in Business Administration from the University of Texas, Rod worked as a graduate student intern at the International Trade Center, part of the Small Business Development Center, and the City of San Antonio's International Affairs Department.
Panel Discussion: Bank Innovation and AI Platforms in Banking - A view from within
Ari Chatterjee | Amar Singh Rathor | Nishant Usapkar
Ari Chatterjee is a senior financial services executive with 20 years of experience in financial services strategy, innovation and technology. In his present role at U.S. Bank, Ari has led enterprise technology strategy for U.S. Bank to deliver key strategic objectives for the bank and pioneering innovation at the bank leveraging emerging technologies and Fintech partnerships. Prior to joining U.S. Bank, Ari worked with Booz & Company and Deloitte to provide consulting services at CXO level for major financial services organizations including JP Morgan, Wells Fargo, Key Banks, Target Financial, Bank of America, Prudential Insurance and Northwest Mutual.
Amar Rathor leads Standard Chartered Bank’s technology and innovation office strategically positioned in San Francisco at the hub of the Silicon Valley innovation ecosystem. The innovation office keeps Standard Chartered at the forefront of key technologies and emerging trends. Amar joined Standard Chartered in 2006 and has since held roles in client coverage and banking transformation. Most recently, he was Executive Director, Financial Institutions Group, North America based in New York. Amar has global international banking and consulting experience and apart from Standard Chartered, he has lead transformational projects at Credit Suisse, Accenture and GE. Amar earned his MBA from Chicago University’s Booth Business School, holds an MSc in Economics from Cardiff University and is a certified Six Sigma Black Belt.
Nishant Usapkar is Vice President, Sr. Software Engineering Manger - Artificial Intelligence, at Wells Fargo Innovation group. His primary areas of focus are emerging technologies such as Machine learning, Blockchain, mobile and distributed application development.
Nishant has completed his bachelor’s degree in engineering and has also completed his master’s degree in business management from Haas School of Business (UC Berkeley).
Keynote -Why Banks and Fintech need GraphQL for Virtual Bank and neoBank platforms
Matt Michaelis is Chairman, President & CEO of Emprise Bank. Matt over 15-years experience in mergers and acquisitions advisory. Previously, he held a senior role at Jeffrey Williams & Co. where he worked as an Advisor to clients in the telecom industry. Matt advised Leap Wireless in its successful defense against a hostile acquirer. Prior to that, he was at Greenhill & Co., where he advised clients - public and private corporations as well as private equity firms - across a broad range of industries. Matt started his career in investment banking with Salomon Brothers where he specialized in the financial services industry, advising clients on both M&A and capital raising. He is focused on the telecommunications industry. He has been the Chairman of Emprise Bank (Wichita, KS) since January 2017.
He holds a B.S. in Business Administration with Highest Distinction from the University of Kansas.
Steven J. Ramirez is CEO of Beyond the Arc, Inc., customer experience and advanced analytics firm recognized as a leader in the field of customer experience. Beyond the Arc combines strategy consulting with advanced analytics to help companies in a variety of industries differentiate themselves in the marketplace. The company's social media data mining helps clients improve their customer experience across products, channels, and touch points.
Panel Discussion - What next in PaymentsTech and Blockchain?
Salman Syed | Mary Ann Francis | Murali Rathnam | Val Bercovici
Salman Syed leads business development at FinTech startup, Marqeta, where he is responsible for driving the company’s growth through direct sales and partnerships. Prior to joining Marqeta, Salman held a variety of senior roles at Mastercard in New York and Silicon Valley. During his time at Mastercard, Salman worked on enabling digital payments globally through projects such as tokenization, biometrics, and built partnerships with innovative new FinTech startups.
Salman started his career as a strategy consultant with Deloitte Consulting and Booz & Company focusing on the Financial Services, Telecom, and High Tech sectors. He holds an M.Eng from the University of Virginia and a BS from the University of Maryland, Baltimore County.
Mary Ann Francis is Global Head of Strategy and Product for Payments, Treasury and Blockchain at DXC Technologies. She is responsible for the strategic and tactical management of all global and domestic services as the locally-based bank grew to a nationally recognized Treasury powerhouse. The solutions-based approach positioned the bank to win and maintain high-profile clients, tripling revenue.
She has led the development of a 5 year strategic plan for Payments and Treasury Management that focused the need on client-facing requirements: client experience, ease-of-use, the changing payments landscape, and most importantly, this effort resulted in a top 8 bank moving from 10th place in client experience to top 5 within one year, using a client advisory board to drive development.
Murali Rathnam is the Head of Business Solutions Engineering at Western Union.
Valentin (Val) Bercovici is Founder & CEO of PencilDATA - an early leader in Tamper-Proofing Digital Transformation. Val is a longtime NetApp executive and former SolidFire CTO / co-founder at Peritus.ai.
Previously, Val led teams driving change across his 19 years with NetApp/SolidFire. Val's teams have played an integral role in successfully growing the company beyond a pure storage play into the Cloud, Analytics & DevOps eras. Bercovici, a pioneer in the Cloud industry, introduced the first International Cloud Standard to the marketplace as CDMI (ISO INCITS 17826) in 2012 and has several patents granted & pending around data center applications of augmented reality.
Fireside Chat: Transformation in Financial Services. How SVB is leveraging technology to transform its business