Future Digital Finance 2025

2025

TBD

Our Speakers

Our speakers are heads of digital from some of the largest consumer, commercial, regional, and community banks, as well as a credit unions or wealth management organizations.

Past Speakers (2023)

Pam Piligian, CMO at Navy Federal Credit Union

Pam Piligian

CMO
Navy Federal Credit Union

Gaurav Bhatia, Chief Marketing & Digital Officer at PenFed Credit Union

Gaurav Bhatia

Chief Marketing & Digital Officer
PenFed Credit Union

Ishet Dhar, Chief Digital Officer at M&T Bank

Ishet Dhar

Chief Digital Officer
M&T Bank

Patrick Kelly, Chief Digital Officer at First Horizon Bank

Patrick Kelly

Chief Digital Officer
First Horizon Bank

Brandon McGee, Chief Digital Strategy Officer at A+ Federal Credit Union

Brandon McGee

Chief Digital Strategy Officer
A+ Federal Credit Union

Stacy Armijo, Chief Experience Officer at Amplify Credit Union

Stacy Armijo

Chief Experience Officer
Amplify Credit Union

Mirella Reznic, EVP / Chief Strategy Officer at Valley Strong Credit Union

Mirella Reznic

EVP / Chief Strategy Officer
Valley Strong Credit Union

Allan Rayson, CIO/CTO at Encore Bank

Allan Rayson

CIO/CTO
Encore Bank

Greg Smith, SVP, Digital Channels & Innovation at City National Bank

Greg Smith

SVP, Digital Channels & Innovation
City National Bank

Lily Li, Senior Vice President, Citi Global Wealth, USA at Citi

Lily Li

Senior Vice President, Citi Global Wealth, USA
Citi

Bjorn Austraat, Senior Vice President & Head of AI Acceleration at Truist

Bjorn Austraat

Senior Vice President & Head of AI Acceleration
Truist

Jay Tkachuk, Chief Digital Officer at Golden 1 Credit Union

Jay Tkachuk

Chief Digital Officer
Golden 1 Credit Union

Brian Knollenberg, SVP, Marketing at BECU

Brian Knollenberg

SVP, Marketing
BECU

Tricia Szurgot, President & CEO at Securityplus Federal Credit Union

Tricia Szurgot

President & CEO
Securityplus Federal Credit Union

Ruchi Gupta, Head of Enterprise Digitization Bank Transformation at M&T Bank

Ruchi Gupta

Head of Enterprise Digitization Bank Transformation
M&T Bank

Katherine Lucas, Head of Marketing & Communication at State Street

Katherine Lucas

Head of Marketing & Communication
State Street

Heather Fitzmorris, Head of Wealth Management Product at U.S. Bank

Heather Fitzmorris

Head of Wealth Management Product
U.S. Bank

Barbara Widholm, VP, Digital Product Development at State Street Digital

Barbara Widholm

VP, Digital Product Development
State Street Digital

Megan Lotay, Executive Director, Senior Experience Owner at USAA

Megan Lotay

Executive Director, Senior Experience Owner
USAA

Matt Richardson, EVP and Head of Product Solutions at Citizens Bank

Matt Richardson

EVP and Head of Product Solutions
Citizens Bank

Denise Rossi Henn, Sr. Vice President, Group Experience Manager, Digital at PNC

Denise Rossi Henn

Sr. Vice President, Group Experience Manager, Digital
PNC

Keli Myers, COO at Advantis Credit Union

Keli Myers

COO
Advantis Credit Union

Mallika Daswani, Head of Commercial Open Banking U.S. at TD Bank

Mallika Daswani

Head of Commercial Open Banking U.S.
TD Bank

Sabrina Cao, Director, Digital Partnerships & Strategic Investments at BNY Mellon

Sabrina Cao

Director, Digital Partnerships & Strategic Investments
BNY Mellon

Mike Balsam, Senior Manager, WIM Digital Product Management. Strategy, Digital and Innovation Group at Wells Fargo

Mike Balsam

Senior Manager, WIM Digital Product Management. Strategy, Digital and Innovation Group
Wells Fargo

Luther Maday, Head of Fintech Strategy and Innovation at MoneyGram

Luther Maday

Head of Fintech Strategy and Innovation
MoneyGram

Juhaan Johar, Director – Head of Digital Analytics | Marketing Strategy & Analytics at Ameriprise Financial Services

Juhaan Johar

Director – Head of Digital Analytics | Marketing Strategy & Analytics
Ameriprise Financial Services

Richard Booth, Senior Director, Blockchain & Digital Assets at Western Alliance Bank

Richard Booth

Senior Director, Blockchain & Digital Assets
Western Alliance Bank

Mark Wanish, Head of Digital Messaging, Marketing Technology, & Outbound Engagement at TIAA

Mark Wanish

Head of Digital Messaging, Marketing Technology, & Outbound Engagement
TIAA

Vivian Yeung, Executive VP, Digital & Technology, Group Executive at Fremont Bank

Vivian Yeung

Executive VP, Digital & Technology, Group Executive
Fremont Bank

Martin Schrodt, SVP, Director of Retail Strategy and Corporate Design at Simmons Bank

Martin Schrodt

SVP, Director of Retail Strategy and Corporate Design
Simmons Bank

Patrick Neff, Principal Manager of Marketing & Digital Experience at Southeast Toyota Finance

Patrick Neff

Principal Manager of Marketing & Digital Experience
Southeast Toyota Finance 

Chelsea Lawley, Managing Director, Digital Analytics at Charles Schwab

Chelsea Lawley

Managing Director, Digital Analytics
Charles Schwab

Tamra O'Donnell, SVP, Director Corporate Marketing at Canandaigua National Bank & Trust

Tamra O'Donnell

SVP, Director Corporate Marketing
Canandaigua National Bank & Trust

Nick Mates, VP of Operations at Lendr

Nick Mates

VP of Operations
Lendr

Aris Jerahian, Vice President Payments & Digital Experience at Oregon Community Credit Union

Aris Jerahian

Vice President Payments & Digital Experience
Oregon Community Credit Union

Jeremy O'Niel, VP of Marketing at HAPO Community Credit Union

Jeremy O'Niel

VP of Marketing
HAPO Community Credit Union

Steven Pierce, Vice President, Innovation at Black Hills Federal Credit Union

Steven Pierce

Vice President, Innovation
Black Hills Federal Credit Union

Rajneesh Vijh, SVP, Strategic Partnerships & Engagements at Bank of America

Rajneesh Vijh

SVP, Strategic Partnerships & Engagements
Bank of America

Nathan Call, SVP, Strategic Initiatives & Planning at Bank of America

Nathan Call

SVP, Strategic Initiatives & Planning
Bank of America

Tiffani Montez, Principal Analyst at Insider Intelligence

Tiffani Montez

Principal Analyst
Insider Intelligence

Ryan Kulp, Program Director at Future Digital Finance

Ryan Kulp

Program Director
Future Digital Finance

Industry Leaders

Craig McLaughlin, CEO at Finalytics.ai

Craig McLaughlin

CEO
Finalytics.ai

Erin Wynn, Director of Product Management at NCR

Erin Wynn

Director of Product Management
NCR

Jeff Keckler, Senior Enterprise Sales Executive at Chatmeter

Jeff Keckler

Senior Enterprise Sales Executive
Chatmeter

John Findlay, CEO at LemonadeLXP

John Findlay

CEO
LemonadeLXP

Patrick Jean, Chief Technology Officer at OutSystems

Patrick Jean

Chief Technology Officer
OutSystems

Sarah Bacehowski, VP, Business Development at forbinfi

Sarah Bacehowski

VP, Business Development
forbinfi

David Ritter, Director of Financial Services Strategy at CI&T

David Ritter

Director of Financial Services Strategy
CI&T

Priyank Parikh, VP and General Manager, Americas at Kaleyra

Priyank Parikh

VP and General Manager, Americas
Kaleyra

Matt Dale, Account Executive, Financial Services at Groove

Matt Dale

Account Executive, Financial Services
Groove

Dean Jenkins, VP Product Marketing at Q2

Dean Jenkins

VP Product Marketing
Q2

Parker Graham, Founder and CEO at Finotta

Parker Graham

Founder and CEO
Finotta

JB Orecchia, President & CEO at SavvyMoney

JB Orecchia

President & CEO
SavvyMoney

David Nathanson, Senior Vice President, Global Sales at Symend

David Nathanson

Senior Vice President, Global Sales
Symend

Evan Siegel, VP Financial Services, AI Solutions at eGain

Evan Siegel

VP Financial Services, AI Solutions
eGain

Soren Bested, COO at Agent IQ

Soren Bested

COO
Agent IQ

Chris Young, Senior Director of Industry Strategy & Marketing, Financial Services at Adobe

Chris Young

Senior Director of Industry Strategy & Marketing, Financial Services
Adobe

Jeff Dobo, GM Americas at Lightico

Jeff Dobo

GM Americas
Lightico

Young Pham, Chief Strategy Officer at CI&T

Young Pham

Chief Strategy Officer
CI&T

Rick DeLisi, Lead Research Analyst at Glia

Rick DeLisi

Lead Research Analyst
Glia

Celena Ashcar, Account Executive, Financial Services at Groove

Celena Ashcar

Account Executive, Financial Services
Groove

Matt Hertig, CEO and Co-Founder at ChannelMix

Matt Hertig

CEO and Co-Founder
ChannelMix

Zoya Lieberman, CEO at Lieberman Financial Group

Zoya Lieberman

CEO
Lieberman Financial Group

We're always looking ahead to book a roster of inspiring speakers. Contact us today to reserve your spot.

Want to see who spoke previously? View the list here.