Small Biz Banking 2022 | Investment Company Institute | 3 October 2022 | JW Marriott Nashville, 201 8th Ave S, Nashville, TN 37203, USA

This is the essential event for banking industry leaders who are focused on the biggest challenges and opportunities that come with serving small businesses, including credit risk, client engagement, the consolidation of B2B spending tools, prioritizing digital offerings and so much more.

This is your chance to take part in the most important conversations and gain invaluable insights as the industry continues to navigate transformation and uncertainty.

2022 Speakers

Garrett Adams
General Manager - Small Business, nCino

Shon Aguero
Chief Banking Officer, Freedom First

Seke Ballard
Founder & Chairman of the Board, BetaBank

Nathan Baumeister
CEO, ZSuite Technologies

Miriam Bazan
Innovation Officer, Office of the Comptroller of the Currency

Adam Bell
Chief Marketing Officer, Customers Bank

Ron Benegbi
CEO, Uplinq Financial Technologies

Eytan Bensoussan
Co-Founder and CEO, NorthOne

Juliana Berger
Director of Product Management, QuickBooks Payments, Intuit, Inc.

Jody Bhagat
President, Personetics

Paramita Bhattacharjee
Senior Vice President, Product Management, East West Bank

Chris Black
CEO, President, and Director, Thread Bancorp

Emily Bogan
Head of Strategy, SmartBiz

Joëlle Böhme
Global Commercial Lead - Embedded Financial Products, Adyen

Jim Bozik
Director, Market Planning, SMB Risk, LexisNexis Risk Solutions

Ron Buchard
Senior Sales Executive, Numerated

Lindsay J. Burkhalter
Director, Consumer and Small Business Lending, Curinos

Heang Chan
CEO & Co-Founder, Prelim

Anna Chung
Executive Vice President and Chief SBA Lending Officer, Hanmi Bank

Anthony Citera
Strategic Account Executive, Glia

Nick Cowell
Principal, Deloitte Digital

Raghu Curpad
Senior Director, TCS

Michael Desimone
VP of Financial Products, Numerated Growth Technologies, Inc.

Elizabeth Dobers
EVP, Southwest Territory Business Banking Executive, PNC Bank

Amy Doll
SVP, Chief Commercial Banking & Lending Officer, PeoplesBank

Stephen Dow
Co-founder & CEO, Monit

Cetin Duransoy
President and Chief Operating Officer, Fundbox

Ashley Nagle Eknaian
Senior Vice President and Chief Digital Officer, Eastern Bank

Derek Ellington
Head of Small Business Banking Consumer and Small Business Banking, Wells Fargo & Company

Geoff Foytack
Client Engagement Director for Geoff, FintechOS

Bob Garcia
Head of Product Marketing, Act-On

Chris Giamo
Head of Commercial Banking, TD Bank, America's Most Convenient Bank

Dana Gray
SVP Commercial and Business Services, BECU

Darren Hecht
SVP of Business Development, Biz2X

Irv Henderson
EVP and Chief Digital Officer, Small Business at U.S. Bank

Todd Hollander
Head of Business Banking, SBA and Small Business Banking, Union Bank

Mike Horrocks
Vice President, Product Management, Baker Hill

Tom Hunt
Director, Market Planning - Business Risk Management, LexisNexis® Risk Solutions

Ryan Johnson
Chief Customer Officer, Monit

Sam Kim
SVP of Banking Platform, Prelim

Janet King
VP of Research, Arizent

Marcia I Koch
SVP Commercial Banking, Valley Bank

Niamh Kristufek
Head, U.S. Business Banking, BMO Harris Bank

Jeanne Lapak
EVP, Chief Commercial & Lending Officer, BankNewport

Corey LeBlanc
Co-founder, Locality Bank

Sarah Lindstrom
President & Head of Business Banking, Citizens Bank

John MacIlwaine
CEO, Highnote

Blaise Macneil
Senior Director, FIS

Paul Margarites
Head of U.S. Commercial Digital Platforms and FinTech partnerships, TD Bank

Bobby Martin
Co-Founder and President, Vertical IQ

Paul McAdam
Senior Director, Banking, J.D. Power

Mark McCoy
SVP, Business Services, Dupaco

Tyler McIntyre
Founder and CTO, Novo

Dan Mercurio
Head of Strategic Partnerships, SigFig

Jamal Miller
Sr. Director, Product Marketing, Intuit Mailchimp

Darren Mize
ASA, Co-Founder and Partner, GCF Business Valuation

Steve Mize
ASA, Co-Founder and Partner, GCF Business Valuation

Keren Moynihan
CEO, Boss Insights

Isio Nelson
Head of Client Engagement, Research, BAI

Jacob Olins
Head of Financial Services, Epos Now

Hicham Oudghiri
Chief Executive Officer, Enigma

Dan O’Malley
Co-founder & CEO, Numerated

Rob Parsons
Manager, Content & Brand, Paychex

Kathryn Petralia
COO, Kabbage, Inc.

Liana Prieto
Partner, Mitchell Sandler

Allan Rayson
CTO I Chief Innovation Officer, Encore Bank

Marc Rehberger
Technology Adminstration, Customers Bank

Patrick Reily
Founder, Uplinq Financial Technologies

Lowell Reynolds
Senior Sales Engineer, Narmi

Stu Richards
CEO, Bredin

Missy Rose
Senior Product Manager, Apiture

Omar Salah
EVP, National Director of Small Business Banking, Comerica Bank

Scott Sanborn
EVP, Chief Lending Officer, HarborOne Bank

Robert Schapira
Director of Small Business Diverse Customer Segments – Senior Vice President, Wells Fargo

Chana Schoenberger
Editor-in-Chief, American Banker

Khary Scott
Vice President, Head of Partnerships, Fundbox

Chip Scully
Head of Banking Sales, Envestnet

Glen Senior
CEO, The Small Business Company

Omar Shaikh
VP, Credit & Decision Science, StreetShares, a MeridianLink Company

David Smith
Senior Originations Consultant, FICO

Kalli Smith
Senior Product Marketing Manager, nCino

Ken So
Co-Founder & CEO, Flowcast

Abhilash Sridharan
Partner, Lead Small and Medium Business Banking Service Line for North America, McKinsey & Company

Christoph Stegmeier
Senior Partner, Simon-Kucher & Partners

Cal Steinhoff
VP, Sales, MeridianLink/StreetShares

Kristin Streett
Head of Banking Industry, Americas, ServiceNow

Jordan Stutts
Reporter, American Banker

Derik Sutton
VP of Marketing, Autobooks

Jason Tarr
Head of Sales, Business Banking, Santander

Jason Taylor
VP Global Small & Medium Sized Enterprises Segment, Mastercard

Dave Tryder
SVP, Chief Marketing Officer, HarborOne Bank

Betsy Vavrin
President, SMC Marketing

Kevin Wack
National Editor, American Banker

Ellen Winterod
Director - General Manager of Commercial Payments, FIS Global

Martin Wise
CEO, RelPro, Inc.

Chris Wong
Head of Small Business Products, Bank of America

Anurag Yadav
Solutions Manager, TCS BaNCS, TCS

Steven Zimberg
Director of Marketing, North America, FintechOS

2022 Sponsors

PLATINUM:
• Biz2X
• FIS

GOLD:
• Autobooks
• Smart Biz Loans
• Act-On Software
• Apiture
• Baker Hill
• Deloitte
• nCino
• Personetics
• Zeta

SILVER:
• Envestnet | Yodlee
• Enigma
• Finicity
• FintechOS
• Fundbox
• GCF Valuation, Inc
• Glia
• LexisNexis Risk Solutions
• Narmi
• Prelim
• StreetShares
• Tata Consultancy Services
• Uplinq

SUPPORTING SPONSOR:
• Clarity Advantage