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FinovateSpring
May 5-7, 2026
Sheraton San Diego Hotel and MarinaSan Diego, CA
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2026 agenda. Day 3 - PT (Pacific Time, GMT-08:00)

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2026 agenda. Day 3 - PT (Pacific Time, GMT-08:00)
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Showing 3 of 3 Streams
8:00am - 9:00am
Registration, Breakfast & Networking
8:30am - 10:20am
Credit Union Spotlight & Breakfast
9:00am - 9:05am
Welcome from Finovate
  • Greg Palmer - Vice President, Finovate
9:05am - 9:20am
Special Address
9:20am - 9:50am
Out Of The Box Keynote Address: Why Agentic AI is Truly A New Frontier In Financial Services & How Agentic Commerce Will Reshape The Retail Landscape
9:50am - 10:15am
Power Panel: Becoming Truly Customer Centric In A Hyper Personalised World & Meeting Customers At Their Point Of Need. What Are The Key Lessons To Learn From Other Industry Verticals & From Big Tech Companies About Building Customer Trust?
  • Sonia Bainbridge - Head of Digital Distribution EMEA, Invesco
  • Deepa Chatterjee - SVP, Business Development and GTM, U.S. Bank
  • Steven Ramirez - CEO, Beyond The Arc
  • Leeron Morad - Senior Counsel and Legal Team Manager, Google Payments
Showing 3 of 3 Streams
10:20am - 10:25am
Opening remarks from the chair
  • Julie Muhn - Senior Research Analyst, Finovate
10:25am - 10:40am
Keynote Address: Cleaning the Data House - Why Good Date Governance Is A Prerequisite For AI & What Are The Steps Needed To Achieve It?
10:40am - 10:55am
Fireside Chat: The Agentic Future of Banking - First Horizon Bank's CX Journey with Cisco
  • Jason O’Dell - CIO, First Horizon Bank
  • Stefan Zeidenberg - Solution Engineer, Cisco Systems
10:55am - 11:20am
Power Panel: AI in Action – From PoC To Production: Scaling AI Inside Traditional Banks & Why Achieving Success Goes Beyond The Tech
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Vikrant Sikarwar - Principal Data Engineer, MetLife
10:20am - 10:25am
Opening remarks from the chair
  • Lindsay Lehr - Managing Director, Payments and Commerce Market Intelligence (PCMI)
10:25am - 10:40am
Keynote Address: Stablecoin 101 – What Are They & Why Do They Matter? How Can Banks Monetise Them? How Will They Affect Payments?
  • Anthony Georgiades - Founder and General Partner, Innovating Capital
10:40am - 10:55am
Special Address; Building AI-Powered Operations in Payments
  • Andreas Fast - Director of Finance Solutions, Qubika
10:55am - 11:20am
Power Panel: The Coming Shake Up In Payments - Instant Payments, Stablecoins, Digital Assets & Cross Border Payments
  • Lindsay Lehr - Managing Director, Payments and Commerce Market Intelligence (PCMI)
  • Neha Naidu - Director of Commercial Product Management, SVB, A Division of First Citizens Bank
  • Kyle Rosen - Head of Americas, Thunes
  • Scott Meadows - Head of Corporate Partnerships and Business Development, Coinbase
10:35am - 10:40am
Opening remarks from the chair
  • John San Filippo - Co-Founder, Finopotamus
10:40am - 10:55am
Keynote Address: The "Side-Car" Strategy – How Credit Unions Can Bypass Legacy Core Limitations Without A Total Core Replacement?
10:55am - 11:20am
Power Panel: The 90-Day Digital Playbook for Credit Unions - How Smaller Institutions Can Make Meaningful Progress Without Big-Bank Budgets (10.55-11.20)
  • John San Filippo - Co-Founder, Finopotamus
  • William Fister - Senior Solutions Consultant, LexisNexis Risk Solutions
  • Angi Milano - Fintech consultant, Maven Advisory
  • Sherry Wu - Chief Technology Officer, University Of Michigan Credit Union
Showing 1 of 1 Streams
11:20am - 12:00pm
Short Refreshments & Networking Break
Showing 3 of 3 Streams
12:00pm - 12:05pm
Opening Remarks from The Chair
  • David Penn - Research Analyst, Finovate
12:05pm - 12:20pm
Keynote Address: Agentic AI – What Happens When AI Acts, Not Asks? We Have Seen The Rise of Agentic AI In The Back Office – What’s Next?
12:20pm - 12:35pm
Special Address
12:35pm - 1:00pm
Power Panel: Responsible AI & AI Governance In Financial Services - Unlocking Innovation Whilst Managing Risks & Building Trustworthy Systems For Your Customers
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Aniruddha Ghosal - Vice President, Product Management, JP Morgan Chase
  • Sarah Kim - Partner, Centana Growth Partners
12:00pm - 12:05pm
Opening remarks from the chair
12:05pm - 12:20pm
Keynote Address: Open Data, Hyper-Personalization and Customer Centricity - What Do Customers Actually Want?
12:20pm - 12:35pm
Special Address
12:35pm - 1:00pm
Power Panel: Walking The CX Talk - How Financial Institution Can Deliver Outstanding Omni Channel CX & Move Away From A Siloed Approach To Blend Human & Digital CX
  • Rodney Frye - SVP, Head of New Business Growth, MHC
12:00pm - 12:05pm
Opening remarks from the chair
  • Julie Muhn - Senior Research Analyst, Finovate
12:05pm - 12:20pm
Keynote Address: How Can Banks Drive Revenue By Meeting The Unmet Needs Of SMBs? How To Leverage AI To Reclaim The Commercial Market
12:20pm - 12:35pm
Special Address
12:35pm - 1:00pm
Power Panel: The Embedded Lending Market Is Projected To Expand From $7 Billion In 2024 To $46 Billion By 2034 - How Can Banks Capture The Opportunity?
  • Kendrick Sands - Global Insights Manager for Payments and Lending, Euromonitor
Showing 1 of 1 Streams
1:00pm - 1:45pm
Lunch & Networking
Showing 1 of 1 Streams
1:45pm - 2:00pm
Keynote Address: A Legacy Modernisation Playbook: Strategies For Sequencing Legacy Retirement & Risk-Managed Core Migration
2:00pm - 2:30pm
Power Panel: Balancing The Balance Sheet - With The Stablecoin Threat, Challenger Bank Competition, Low Interest Rates & A Booming Stock Market How Can Banks & Credit Unions Win The Battle For Deposits?
  • Korrynn Loesch - Senior Vice President, Head of Wealth, Curinos
2:30pm - 2:45pm
Fireside Chat: When Partners Become Liabilities: How Third-Party Risk Is Reshaping Bank–Fintech Partnerships
  • Julie Muhn - Senior Research Analyst, Finovate
2:45pm - 3:15pm
Power Panel: From Competition To Collaboration & Co-Creation. More Than Ever Banks Need To Build Strategic Partnerships – How To Create & Sustain Powerful Partnerships that Drive Real Outcomes
  • Phil Goldfeder - CEO, American Fintech Council (AFC)
  • Kourosh Adlparvar - Director Product Specialist and Partnerships, SVB, A Division of First Citizens Bank
  • Kristie Han - Principal, Canapi Ventures
3:15pm - 3:30pm
Keynote Address: The $84 Trillion Handover: Engaging Gen Alpha & The Mobile-First Inheritance - What Banks Need To Understand About The Social First Relationship With Money
3:30pm - 4:00pm
Investor All Stars: In Turbulent Times What Is The Outlook For The Market & What Does It Mean For Funding Levels, Valuations & The Future Of Financial Services? Looking To The Future, How Can Niche Product Fintechs Be Turned Into Platform Companies?
  • David Penn - Research Analyst, Finovate
  • Mike Hurst - Venture Partner, TTV Capital
  • Hunter Worland - Principal, NEA
4:00pm - 4:03pm
Close of FinovateSpring 2026 - See You Next Year!
2026 agenda. Day 2
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