The Fintech Symposium

About The Fintech Symposium

Fintech will disrupt companies and careers. Period. Technological disruption has occurred in the past and will accelerate into the future. Therefore, an important question needs to be answered: How does one excel in finance when there is accelerating fintech disruption?

The Fintech Symposium will bring together experts in the fields of finance, banking and technology. The focus of this two-day conference is to faciliate meaningful discussions about the latest fintech technologies and how they will have practical applications in the workplace.

The pace of change within the fintech industry is astonishing.   Finance professionals need to be forward-focused not only on financial matters... but also the technologies used to enable sound financial management.   The Fintech Symposium will empower attendees to confidently discuss, explain and plan for the the following technologies:

  • Blockchain
  • Artificial Intelligence / Machine Learning
  • Real Time Payments & Reporting
  • Automated Process Engineering
  • Small Staff + Big Data

Reasons to Attend

Increase Your Fintech Knowledge - Gain a new perspective... The Fintech Symposium selected it's speakers based upon the quality of their presentations. The event agenda was created to maximize the attendee's learning experience and provide an active learning environment.

Network with Industry Experts - The Fintech Symposium will provide extensive opportunities to network with fintech industry experts and colleagues. Furthermore, registration for the Fintech Symposium is limited in order to foster more meaningful conversations for event attendees.

Earn Continuing Education Credits - Attendees of the Fintech Symposium can earn up to 12 continuing education credits (CPA, CTP, etc.) Additionally, there will be educational take-aways such as presentation slides, case-studies, etc.

Discover Fintech Solution Vendors - The fintech industry is rapidly changing. Therefore, attendees of the Fintech Symposium will be able to network with industry vendors and technologists in order to learn about the latest fintech solutions.

Funny Fintech! - Let's face it... attending a conference should be educational and fun. That's why we're thrill to announce that comedian Mike Toomey will be providing lunchtime entertainment on October 15th!

Speakers

Block Chain Developer & Software Engineer
view profile
Jason Bierly
TAX MANAGER
Daniel J. Carmody
EXECUTIVE DIRECTOR
Steve Hassett
CHIEF OPERATING OFFICER
Dejan Kusalovic
GLOBAL HEAD OF FINTECH ENABLING
Dr. Rory Herriman
CTO SOFTWARE & DIGITAL SYSTEMS
View More (8)
Mahmoud Mamlouk
DIRECTOR - MACHINE LEARNING & ARTIFICIAL INTELLIGE...
Uri Klarman
FOUNDER
Michael Marchuk
CHIEF TECHNOLOGY EVANGELIST
Bora Ozkan
PROFESSOR OF FINANCE
Justin Steffen
PARTNER
Jay Schulman
PRINCIPAL - BLOCKCHAIN, CRYPTO & SECURITY
Jagruti Solanki
ASSURANCE SR. MGR - TECHNOLOGY & BLOCKCHAIN
Mike Toomey
COMEDIAN, ENTERTAINER

Agenda

7:30 AM - 8:45 AM
​Registration / Networking

8:45 AM - 9:00 AM
​Opening Remarks
Daniel J. Carmody, CTP
​Executive Director - TreaSolution, Inc. | Faculty - Northwestern University

9:00 AM - 9:50 AM
​The Building Blocks of Blockchains
Michael Adams
​Founder - DocLaunch, LLC | Faculty - Marquette University

10:00 AM - 10:50 AM
Fintech Innovations and Disruptions: Research & Case-Studies
Dr. Bora Ozkan
​Assistant Professor of Finance - Temple University

11:00 AM - 11:50 AM
The Promise of Professional Robots - Hiring an RPA Workforce
Michael Marchuk
​Chief Technology Evangelist, N.A. - Blue Prism

12:00 PM - 12:45 PM
Lunch & Networking
Sponsored by Perkins Coie

12:45 PM - 1:15 PM
Lunchtime Comedian - Making Fintech Funny
Mike Toomey
Comedian, Entertainer

1:30 PM - 2:20 PM
The OCC Fintech Charter Panel Discussion
​Various Speakers - Led by Perkins Coie

2:30 PM - 3:20 PM
Machine Learning & AI: What's Realistic? What's Futuristic?
Mahmound Mamlouk
​Director, Artificial Intelligence & Machine Learning - BMO Harris Bank

3:30 PM - 4:20 PM
Technology Innovations in Financial Services
Dejan Kusalovic
Global Head of Fintech Enabling - Intel Corporation

​4:20 PM - 4:30 PM
​Closing Remarks
Daniel J. Carmody, CTP
​Executive Director - TreaSolution, Inc. | Faculty - Northwestern University

8:45 AM - 9:00 AM
​Opening Remarks
Daniel J. Carmody, CTP
​Executive Director - TreaSolution, Inc. | Faculty - Northwestern University

9:00 AM - 9:50 AM
Legal Considerations for Businesses Considering Crypocurrency or Blockchain Technologies
Justin Steffen
Partner - Jenner & Block LLP

10:00 AM - 10:50 AM
The Blockchain Scalability Problem - How to Create Scalable Blockchains for Financial Services
Uri Klarman - Founder
​bloXroute Labs

11:00 AM - 11:50 AM
How APIs Affect Financial Institutions and Their Clients
Steve Hassett
Chief Operating Officer - GT Software

12:00 PM - 1:00 PM
Lunch & Networking
​Sponsored by Perkins Coie

1:00 PM - 1:50 PM
Cashing It In! The State of Cash in a Fintech World
Rory Herriman
CTO Software & Digital Systems
SUZOHAPP

2:00 PM - 2:50 PM
The Unintended Consequences of Blockchain Projects
Jay Schulman
Principal - Blockchain, Cryptocurrencies & Security - RSM US LLP

3:00 PM - 3:45 PM
Afternoon Networking Break | Coffee & Snack

3:45 PM - 4:35 PM
Enterprise Fintech: An Accounting & Tax Update
Jagruti Solanki - Assurance Sr. Manger
​Jason Bierly - Tax Manager
Aprio, LLP

4:35 PM - 4:45 PM
​Closing Remarks
Daniel J. Carmody, CTP
​Executive Director - TreaSolution, Inc. | Faculty - Northwestern University

Medium-

Start:
Oct 15, 2018, 8:30 AM
End:
Oct 16, 2018, 5:00 PM
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