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2025 Fintech Xchange Agenda


8:00 - 9:00

Breakfast & Registration

 

9:00 - 9:05

Welcome to the 2025 Fintech Xchange

Ryan Christianesen, Executive Director, Stena Center for Financial Technology

 

9:05 - 9:40

Titans of Finance Unleashed: Phil Purcell and Nigel Morris in a No-Holds-Barred Dialogue

Nigel Morris, Managing Partner, QED Investors
Phil Purcell, Founder, Discover Card & Former CEO of Morgan Stanley
Anna Maria Andriotis, Reporter, Wall Street Journal

 

9:40 - 10:10

Fintech Hub Loading: What's Next for Building Fintech In Utah?

Taylor Randall, President, University of Utah
Erin Mendenhall, Mayor, Salt Lake City
Brent Alvord, Executive Director, JPMorganChase
Derek White, CEO, Galileo Financial Technologies
Ryan Christianesen, Executive Director, Stena Center for Financial Technology

 

10:10 - 10:30

Transforming Lending: Innovations and Insights

Carl Pascarella, Senior Advisor, TPG Capital & Former CEO of Visa
Rhett Roberts, CEO & Co-Founder, LoanPro

 

10:30 - 11:00

Decoding the Regulatory Horizon: Key Insights for the Future of Financial Services

Richard Cordray, Former Director of the Consumer Financial Protection Bureau & Former COO of Federal Student Aid, U.S. Department of Education
Chris Peterson, John J. Flynn Endowed Professor of Law, University of Utah

 

11:00 - 11:20

Networking break

 

11:20 - Noon

How Generative AI is being uniquely helpful for banks and fintechs

John Sun, CEO, Spring Labs
Brendan Mulvey, Senior Managing Director, Treliant
Suchitra Padmanabhan, President, CBW Bank
Eugene Shvartsman, Public Affairs & Strategy Consultant, Vert Fintech

 

Noon - 1:00

Lunch

 

1:00 - 1:40

Breaking Through the Barriers: A Roadmap for the Future of Bank-Fintech Partnerships

Yoseph West, CEO & Co-Founder, Relay
Brendan Milhorn, President & CEO, Conference of State Bank Supervisors
Chris Black, CEO, President & Director, Thread Bancorp, Inc.
Sima Gandhi, Senior Advisor, FS Vector & Co-Founder, Coalition for Financial Ecosystem Standards (CFES)

 

1:40 - 2:00

Networking Break

 

2:00 - 3:00

Fireside Chat with Fintech’s Boldest Voices

Alex Johnson, Founder, Fintech Takes
Jason Mikula, Head of Industry Strategy, Banking & Fintech, Taktile
Simon Taylor, Head of Strategy & Content, Sardine
Peter Renton, CEO, Renton & Co. LLC

3:00 - 3:30

From Seed to Scale: Unlocking Capital for Fintech Innovation

Paul Purcell, Chief Investment Officer, Jupiter Management LLC
Scott Elkins, Chief Investment Officer, Rock
Steve Smith, Chairman, Stena Group

 

3:30 - 4:00

Networking Break

 

4:00 - 4:40

Keynote Speaker: Greg McKeown

Greg McKeown, CEO & Founder, McKeown, Inc.

 

4:40 - 4:45

Wrap up and Announcements

Ryan Christianesen, Executive Director, Stena Center for Financial Technology

 

4:45 - 5:45

Happy Hour Sponsored by Cooley and KPMG

 

5:30 - 8:00

Dinner & Reception at Lake Effect