Venue
The Ritz-Carlton
The Ritz-Carlton, 1 Miramontes Point Rd, Half Moon Bay, CA 94019, USA

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Event Date Sun Oct 23 EDT - Tue Oct 25 EDT (about 2 years ago)
Location The Ritz-Carlton
1 Miramontes Point Rd, Half Moon Bay, CA 94019, USA
Region Americas
Details

This session covers how machine-learning credit models, digital customer acquisition, digital asset purchasing programs and innovative product can help banks in a rising-rate environment manage for balance sheet diversification, liquidity, and income. This session will provide an overview and key takeaways about partnering with FinTech to complement existing strategies through technology and online consumer lending best practices.

Speakers

2022 Speakers

SPEAKERS:

Steve Cibull
Vice President, Mortgage Finance, Federal Home Loan Bank of San Francisco

Kevin Gould
Executive Vice President, Director of Government Relations, California Bankers Association

Melanie Cuevas
Vice President of Government Relations, California Bankers Association

Nik Vukovich
Director Financial Institution Partnerships, Upgrade, Inc.

LEARNING SESSION SPEAKER:

Barry Smith
Shareholder, Buchalter

Gord Baizley
CEO, JUDI.AI

Amber Evanco
EVP, Managing Director, PNC Capital Markets LLC

Richard Fay
Principal, Wolf & Company, PC

Dan Roderick
Chief Executive Officer, Strunk/ Quilo

Ben Lewis
Managing Director & Global Head of Sales, Financial Institutions, Chatham Financial

Michael Flynn
Of Counsel, Buchalter

Rob Newberry
Senior Advisor, Abrigo

Erica Crain
Principal, CLA

Dustin Morris
Director of Credit Risk Services, CLA

Venkatesh Bala
Chief Risk Officer, Biz2x

Paul Davis
Director of Market Intelligence, SRM

Sponsors & Partners

2022 Sponsors

• BankTalentHq
• BankWorks
• ComplianceAlliance
• Fitech
• Meriplex
• ODP
• Q2
• Verafin
• Vitex
• WorldPac
• WoltersKluer