Speakers

Eric Balchunas is Senior ETF Analyst for Bloomberg Intelligence where he writes for and leads the fund research team. He also helped create and appears on the first-ever ETF TV show called “Bloomberg ETF IQ” as well as a podcast called “Trillions.” He is also a Bloomberg Opinion contributor and author of “The Institutional ETF Toolbox,” which was published by Wiley in March 2016. Eric holds a bachelor’s degree in Journalism and Environmental Economics from Rutgers University.

Sean joined TTV in 2002 as a summer associate and returned to TTV in 2005. He currently serves as a Partner and has over 13 years of venture capital experience. Prior to joining TTV, Sean served as the Vice President of Finance and General Counsel for an Atlanta-based technology start-up company. Sean is currently the Chairman of the Technology Association of Georgia’s FinTech society and serves on the Technology Association of Georgia’s Board of Directors and Leadership Counsel.  Sean is also a founding member of the Fintech Atlanta Task Force. Sean  is a member of the Venture Atlanta Selection Committee. Sean is also on the Editorial Board of n>genuity Journal, published by TSYS, the world’s largest credit card issuer. Sean is frequently featured in print and on the radio and TV as an expert on advances in fintech and the fintech ecosystem in Georgia. He earned his MBA from the Goizueta Business School at Emory University where he was one of five Woodruff Fellows.  Additionally, he earned his J.D. at the University of San Diego in 2001. He is a graduate of the United States Naval Academy, where he played baseball and earned a B.S. in Economics. For TTV, he has served on the Board of Directors for nine companies, and currently serves on the Board of Directors for FX Bridge, FTRANS, Hurdlr, Medxoom, SamCart, TaxBit and Verady and as an observer on the Blooom, MX and Springbot Board of Directors.

Amanda Brinkman is the Chief Brand Officer of Deluxe and is creator, producer and host of their hit series “Small Business Revolution,” which streams on Hulu and Prime Video and was named among Inc. Magazine’s top shows for entrepreneurs. In this inspirational reality show, Amanda and the team at Deluxe showcases their passion for entrepreneurs by spearheading efforts to revitalize entire communities through small business makeovers.

Amanda is a sought-after public speaker, sharing her “Do Well By Doing Good” philosophy on stages around the country. She demonstrates how both companies and individuals can make a meaningful and positive difference in people’s lives, while fostering their own success in the process. She believes that companies must not only identify their brand purpose, but put that purpose into action. Through her work, Amanda has defined what it looks like for brands to truly act “as publishers” creating movements through their content strategy.

Amanda is a nationally renowned brand expert, Forbes contributor, and frequent on-camera personality for national news outlets and celebrity interviews, ranging from LL Cool J to Daymond John. She has appeared on CNBC’s “Cleveland Hustles,” in addition to hosting the online “Small Talks” series that features successful entrepreneurs across the country. That’s all while charting an acclaimed career that spans groundbreaking campaigns for brands like Reebok, Sony and BMW with the BMW Films, in addition to her role as an inspiring female executive at Fortune 500 and Fortune 1000 companies, such as United Health Group, Allianz, General Mills, and Deluxe.

Amanda’s current and former board service includes the Children’s Cancer Research Fund, Make-A-Wish, the Children’s Theatre Company, the Ordway Performing Arts Center, Ad Council, ANA (Association of National Advertisers) and the Women’s Business Development Center. She also passionately volunteers for causes such as Special Olympics, Jeremiah Program, Feed My Starving Children, Habitat for Humanity and more.

You can engage with Amanda @amandakbrinkman on Instagram, Facebook, LinkedIn and Twitter.

Betsy Z. Cohen is the founder of The Bancorp, where she served as the Chief Executive Officer from 1999 through 2014. She is a creator of financial businesses with over 30 years of experience in banking, real estate and financial law, as well as real estate lending, investing and development. Mrs. Cohen was the second female law professor on the east coast, teaching antitrust law and government regulation of business at Rutgers University Law School. She co-founded a Philadelphia law firm specializing in complex real estate and financial concerns.

In 1974 Mrs. Cohen founded Jefferson Bank in Pennsylvania where she served continuously as Chairman and CEO as well as Chairman and CEO of its holding company, Jeffbanks, Inc., the largest financial institution in Pennsylvania. In 1999, she founded The Bancorp, an FDIC-insured virtual bank providing services to small and mid-size businesses and their principals in the Philadelphia-Wilmington market area through its community bank Philadelphia Private Bank, and on private-label affinity group programs for organizations and institutions, including merchant card servicing.

Mrs. Cohen is the recipient of numerous awards, among them named in 1997 one of 50 leading female entrepreneurs of the world by the National Foundation for Women Business Owners, ranked in several years among the 25 outstanding Women Bankers and in 2009 named By US Banker as one of 25 Women to Watch.

Mrs. Cohen is affiliated with many corporate and non-profit boards, currently serving Chairman of Fintech Masala; Vice Chairman, Executive Committee member and Secretary of Asia Society; Founding Member of the Asia Society Policy Institute; Trustee of The Brookings Institute; Honorary Trustee of the Metropolitan Museum of Art; and Treasurer, Managing Director, and Finance Committee member of The Metropolitan Opera. Mrs. Cohen is a graduate of Bryn Mawr College and received a Juris Doctor degree from the University of Pennsylvania.

Baron Davis is a two-time NBA All-Star, serial-entrepreneur, investor and creator of thought-provoking content and digital platforms.

During his years in the NBA, Davis was constantly listening, learning, networking, and connecting both on the court and off which ignited a successful post-NBA business career.  Through the process of being his own agent, he fast-forwarded in the role of being a business owner. He decided to use his platform and the knowledge he gained to support others by investing and funding entrepreneurs and start-ups that he believes in, including those created with a purpose to impact society and encourage change. Davis has also become an outspoken advocate for financial literacy and ed-tech and VC leaders from underrepresented communities.

Davis continues to see opportunities and gaps in several industries and where he can’t find companies that fill those gaps, he creates them. He is the founder of several companies, including Sports, Lifestyle in Culture (SLiC), Business Inside the Game (B.I.G.), UWish, and LAUNFD; each with the objective of combining creative talent with original publication and production to develop and provide educational and empowering stories that appeal to global audiences of all ages.

In addition to being one of the original investors in Vitaminwater, Davis also helped launch Thrive Market. He most recently invested in Kitu Super Coffee, an organic ready-to-drink coffee company, a feel good wellness tonic made of ancient plants from Botanic Tonics and with a college savings app called UNest. Additional investments include companies such as Hims, Triller, Sleeper, Thrive, H1, Cann Drinks, Caribu, Quip (Blue Scorpion), Complex, Task Human, Toucan and Vidy.

Davis also served as producer of several acclaimed documentaries including “Crips and Bloods: Made In America,” “30 for 30: Sole Man,” and “The Drew: No Excuse, Just Produce.” With his production company No Label, Davis was the executive producer of the Hulu Originals show, “WTF, Baron Davis” and he directed, wrote and stars in the upcoming comedy, “Domino: Battle of the Bones.”

Davis can be followed online via Linkedin, Facebook, Twitter and Instagram.

Michael Dean is the Director of Corporate Partnerships at the Escape Game based out of Nashville Tennessee. The Escape Game is the premier escape room experience in the US with over 20 locations. They host over 10,000 virtual players a month and have hosted over 3.4 million players since it’s inception in 2014!

Dave Dowsett is the Global Head of Emerging Technology, Data Science & Intentional Innovation for Invesco. In this role, he leads the development and execution of the emerging technology roadmap and global Invesco Labs strategy. Invesco manages over $1 trillion in assets for clients across 25 countries and is comprised of over 8000 global employees.

A seasoned executive with 28+ years of experience, Dave and his team specialize in using a data-driven approach to identify and solving complex business problems aligned to Invesco’s alpha generation and profitability goals. The team combines the power of technology and industry trend analysis with top-tier data scientists and developers who build disruptive and innovative technology solutions from proof of concept (POC) to enterprise production scale. Dave instituted the Invesco innovation patent program, and his team managed the patent process for a proxy voting system and secured patents in the United States and India. With experience in bringing initiatives from idea to product, Dave believes staying current on industry and technology trends and partnering with an innovation ecosystem of venture capital, startups, and academia is critical to accelerating capability development to differentiate Invesco as the most client-centric asset manager.

Born and raised in Durbin South Africa, Mr. Dowsett has lived across Europe, Africa, and North America working alongside global C-suite and board level executives. Dave started his career in entrepreneurship, and after managing and successfully exiting his own startup in satellite communications, Dave ascended the ranks of corporate environments where he spearheaded high-profile technology transformation initiatives at Unilever and Level 3. Prior to Invesco, he was formerly with Fidelity, where he focused on driving revenue and operational efficiencies through digital transformation, fintech philosophy adoption, and intentional innovation programs across their international businesses.

Mr. Dowsett currently resides in Atlanta and is dedicated to the city’s growth. He serves as an advisory Board member for the entrepreneurship and innovation council of the Metro Atlanta Chamber of Commerce as well as a board member of KeyServe an Atlanta based startup.  In addition to this he serves as an active community member for Engage Ventures, an $18 million venture fund where Invesco is a founding investment corporate partner alongside Delta and Home Depot and other Fortune 1000 companies for the purpose of strengthening collaboration and partnership between leading corporations and top entrepreneurs. In his free time, he enjoys spending time outdoors and supporting local Atlanta businesses.

Crystal is the Broadcast Editor for the Atlanta Business Chronicle where she manages the Chronicle’s radio and television partnerships, delivers daily radio reports, and serves as an on-air spokesperson and authority on local business issues for the Chronicle’s broadcast partners and other stations. A versatile communicator, Crystal’s casual delivery is a fixture on Atlanta radio and television. She lends an authoritative tone to all her media projects. As a moderator and emcee for live events, Crystal is always well-informed, conversational, and able to keep the discussion on track. And for an increasing number of online training videos, Crystal takes a high energy approach to keep viewers engaged.

Crystal Edmonson grew up talking in Hackensack, NJ. She honed her skills–and lost the accent–as a broadcast journalist in Atlanta. In addition to her work at the Chronicle, Crystal has been a voiceover actor for nearly two decades. Over the years she has worked on projects for Norfolk Southern Railroad, Xerox, Delta Air Lines, Emory University Healthcare and IBM.

hael Edwards leads a Market Development function focused on Enterprise-sized coporates and merchants at Fiserv. Supporting the launch of the Carat brand in 2020, Edwards is responsible for messaging, go-to-market campaign planning and execution, product marketing, pitch/deal/bid strategy and sales enablement.

Prior to his current role, Edwards was responsible for Global Proposal/Bid Management at Bank of America. His global team supported 500+ formal RFPs worth more than half a billion dollars annually, with a win rate of more than 50%.

Edwards has led high-performing teams in EMEA and Latin America, in Global Transaction Services at Bank of America and Citi, and Digital Marketing at Thomson Reuters.

Having lived in London and New York, Edwards currently resides in Miami, Florida with his wife.

Matt is EY Americas Fintech and Financial Services Private Leader and has spent his entire career at EY since joining in 1999. He works across various industries, including technology and financial services, and has experience across all EY services including audit, consulting, tax and transaction advisory.

He focuses on enabling all aspects of the FinTech ecosystem — investors, entrepreneurs, start-ups, — as well as transforming incumbent financial services systems and facilitating partnerships between traditional and FinTech companies.

Matt leads complex consulting and assurance projects, including FinTech innovation, payment processing, internal audit co-sourcing and outsourcing, financial audit, governance risk and compliance implementations, IT risk management, and controls optimization efforts.

A California Certified Public Accountant and a Certified Information Systems Auditor, Matt holds a BA in Accounting and Management Information Systems from California State University, Chico. Father to two amazing girls, he and his family live in the San Francisco Bay Area and enjoy all the sports and outdoor activities that Northern California has to offer.

Dr. Paul Judge is a technology entrepreneur and investor. He has cofounded three companies that were acquired and has invested in over 30 companies. He is Managing Partner of Panoramic Ventures, and Co-Founder & Executive Chairman of Pindrop. Previously Paul was cofounder of TechSquare Labs. Paul was also Co-Founder of Purewire, a web security company, that was acquired by Barracuda in 2008. Paul served as Chief Research Officer at Barracuda through its IPO in 2013. Prior to this, Paul was Chief Technology Officer of CipherTrust, a leader in email security, that was acquired by Secure Computing in 2006.

Paul is the lead inventor of over 30 patents and has received many awards including being named to the Fortune’s Top 40 Under 40 List.

He is a member of the 2016 Class of Henry Crown Fellows and the Aspen Global Leadership Network at the Aspen Institute. Paul holds a Ph.D. and M.S. in Computer Science from the Georgia Institute of Technology and a B.S. in Computer Science from Morehouse College.

Donie Lochan is Managing Director, Chief Technology Officer and Global Head of Technology, overseeing strategy and execution for Invesco Technology.  He was previously the global head of information technology strategy, innovation and planning.

With the support of the global Invesco Technology team, Mr. Lochan, a Visionary technologist and innovator, is guiding Invesco into a new digital and data-driven era, with a focus on delivering an investment experience that helps people get more out of life. Collaborating with senior technology leaders and business partners, to develop and oversees implementation of the strategic technology roadmap to support and propel Invesco’s investment capabilities and drive revenue and profit growth. Passionately champion the value of a strong, unified organization, embracing emerging and disruptive technologies like AI, robotics and automation, blockchain, and IoT redefining the rules of the financial and asset management industries. Spearheaded, the creation of innovation Labs working with Fintech companies, Venture firms, and Universities, and has been helped build Invesco’s new Digital advice platform with the  acquisition of Jemstep, a B2B2C and b2C Robo Advisor.

Mr. Lochan has a background in organizational transformation, with a focus on wealth and investment management in domestic and international settings. Prior to joining Invesco in June 2015, Mr. Lochan served as head of corporate strategy and mergers and acquisitions for LPL Financial. Before that he was a partner with Bain and Company, a global strategy consulting firm.

Mr. Lochan earned a BSc degree with first class honors in mathematics, statistics and computing.

Jim Magats is the senior vice president of Omni Payments at PayPal. In this role, Jim leads the global merchant processing and payments products teams at PayPal, which also includes Braintree, Hyperwallet, GoPay and Zettle.

Jim has held various roles during his more than 16-year career at PayPal, including most recently as PayPal’s SVP of global Payment Product and Engineering, which focuses on availability, experience and scalability of how customers pay and receive money across PayPal. Jim has also worked in various capacities helping PayPal expand globally, including leading PayPal’s European payments team, based in Luxembourg, from 2010 to 2013.

Before PayPal, Jim worked at Ernst & Young Consulting and Arthur Andersen Audit helping issuers, retailers, and acquirers adopt to changing payments related technology, customer needs, and regulatory environments.

Jim received his MBA from Indiana University and his BS in Accounting from Villanova University. He currently lives in the SF Bay area, and enjoys watching all types of sports, especially those involving his two boys.

Barry became the ninth CEO in the company’s 106-year history on November 26, 2018. He is transforming the company from a legacy check printer into a modern, Trusted Business Technology™ company.   Deluxe is a Fortune 1000 company, and its software and treasury solutions process over $2.8 trillion in payments annually, nearly 15% of the US economy.

In his first year, Barry delivered record revenue and 30% stock appreciation.  He built a new leadership team, drove culture change by making every employee a shareholder, reinvigorated core values, and re-segmented the company into 4 new operating units.  He led the integration of 50+ previous acquisitions and built a sales engine delivering the company’s first successive quarters of sales-driven growth in more than a decade (excluding COVID impacts).  He also established the company’s first-ever Employee Resource Groups (ERGs) and made substantial human and financial capital commitments to fight racism.  He navigated the company through the COVID crisis while expanding margins and lowering net debt to the lowest level in 2+ years.

Prior to joining Deluxe, he spent 14 years at First Data (formerly NYSE: FDC, now part of Fiserv, NASDAQ:  FISV), running most businesses globally.  He was the only senior executive to survive and thrive from the historic KKR-led LBO to its IPO nearly a decade later, serving 7 CEOs.  

Barry has a track record delivering innovative tech-enabled solutions. He led the historic First Data–Apple collaboration supporting ApplePay, and with Google on Google Wallet and Android Pay.  He created the best-selling First Data-branded credit card terminals generating over $2 billion in revenue.  At Verisign (NASDAQ:  VRSN), he repositioned and grew their payments business leading to its acquisition by PayPal. He co-founded, built and sold MagnaCash, a Silicon Valley micro-payments company that worked like iTunes checkout today.  Earlier he ran the Wells Fargo ATM/Debit business delivering the world’s first web-enabled ATM network and personalized UI/UX.  Barry was also non-executive Chairman of eSurg.com, a venture-backed online medical supply start-up acquired by market leader Henry Schein (NASDAQ:  HSIC).  

He began his career and spent 12 years at Procter & Gamble in roles of increasing responsibility in sales, product, and brand marketing where he launched of dozens of new products.  

Barry serves on the Boards of the Minneapolis Business Partnership, Metro Atlanta Chamber, Carter Center and Woodruff Arts Center.  He was the inaugural Chair of FinTechAtlanta, and Chair of Technology Association of Georgia (TAG).  He served on the Boards of Bank of American Merchant Services (NY), PNC Merchant Services (Pittsburg), Standard Chartered Merchant Services (Singapore), American Transaction Processors Coalition (Atlanta), Payments 20 (London/Atlanta), Junior Achievement of Georgia and Catholic Charities of Atlanta where he founded the Youth Leadership Fellows program. 

Steak Shapiro is one of the most respected business leaders and compelling media personalities in the Southeast. He is recognized as a highly successful entrepreneur after starting two visionary, dynamic media companies – Big League Broadcasting and currently, Bread N Butter Content Studio/Atlanta Eats.

His on-air success and accolades are significant – he hosted the premier sports talk radio show in Atlanta for nearly 25 years and is the current creator/host of the Emmy-Award winning Atlanta Eats. His other on-air projects include lead roles on Food Network shows “Food Truck Face-Off” and “Best Thing I Ever Ate”, as well as two decades of guest commentator roles on CNN, Fox News, MSNBC, Fox Business, Headline News etc.. Steak also boasts a loyal and robust social media audience that follows his dining, sports and travel exploits. They are fiercely loyal and engage frequently with his enigmatic and entertaining storytelling.

Nandan Sheth serves as Senior Vice President and General Manager of Global Debit Solutions at Fiserv. Nandan is a seasoned financial technology executive with 18 years of experience in the industry. Mr. Sheth has started multiple financial technology companies that have successfully driven product innovation in the payments and digital commerce marketplace. Most recently Nandan served as President & Co-Founder of Acculynk, a debit and alternative payments solution provider.

Fiserv acquired Acculynk in April 2017. At Fiserv Nandan is responsible for Fiserv’s merchant facing smart routing, digital disbursements, international acceptance and P2P strategies. Nandan and his team help clients leverage the debit networks and alternative payment rails to reduce cost of acceptance while driving incremental revenue from emerging international markets.

Prior to starting Acculynk, Mr. Sheth co-founded Harbor Payments where he served as Chief Operating Officer. Harbor Payments was sold to American Express in December 2006. Mr. Sheth has worked for professional service firms and Fortune 1000 corporations across North America and Europe. Nandan also serves on the South East board of the Boys & Girls Clubs of America where he is a National Trustee.

Nandan holds a Bachelor of Science Degree with Honors in Business Computing Systems from City University (London, UK) as well as an MBA from Cass Business School (London, UK).

Jess Turner is the executive vice president, New Digital Infrastructure and Fintech at Mastercard. She is responsible for developing and building new products and technologies to enable the future of digital currency, open banking and APIs, while driving innovation with fintech companies, governments and other partners globally.  

Prior to taking on this role, Jess served as the executive vice president, Products and Innovation for North America where she led the strategy, design, development and commercialization of both digital and card products. She was also responsible for Mastercard’s inclusive growth strategy in the region and managed the company’s key issuers globally to advance digital solutions and payments.

Since 2006, Jess has held various other positions at Mastercard, including customer engagement and collaboration with telecommunications companies and banks and has led teams responsible for delivering digital solutions and payment experiences for both emerging and developed markets. Before joining Mastercard, Jess ran product development at Affinion Loyalty Group and Marketing and Analysis at Capital One.

Jess is a champion for women in technology inside the organization and within the industry at large, and currently sits on the board of Women’s Network in Electronic Transactions. She is also an alumnus of the Vanguard Leadership Program through which she spent a year working with other corporations on social responsibility for equality and sustainably in markets at risk.

Nora Ali is the CEO and Co-Founder of a new media venture launching soon, which focuses on elevating underrepresented voices. As a product of Bangladeshi immigrants, Nora’s life mission is to give access to underserved communities. She most recently covered the latest innovations and technologies across entertainment and business as a news anchor on Cheddar, where she was the daily co-host of “Between Bells” and “Closing Bell.” At Cheddar, she co-created and co-hosted a weekly series envisioning our post-pandemic future called “Fast Forward: Life After Covid-19” and a series examining and celebrating diversity called “All Hands: Race Toward Inclusion.” Nora previously led teams of engineers and designers as a Senior Product Manager at e-commerce company Jet.com, which she joined prior to its launch and subsequent $3.3 billion acquisition by Walmart. She started her career advising institutional investors on equity investments and IPOs as an Asian Equities Analyst at Goldman Sachs. Nora graduated from Harvard with a bachelor’s degree in Statistics and Quantitative Finance. Nora is an avid violinist and indoor boulderer in her spare time, grew up in Minnesota, and currently lives in New York City.

Executive with 15+ years experience in consulting, investing, operations and business management. Skilled at strategy, complex problem solving, leading teams and rethinking & scaling up businesses. Passionate about challenges, continuous learning and reinventing the status quo. Angel Investor and Board Member. Harvard MBA, FGV/EAESP Graduate and former college athlete. Lived in New York, Miami, Boston, London, Buenos Aires and currently in São Paulo.

As an executive producer for The Fintech Show, Chloe builds relationships and knowledge of Fintechs from all over the world. Working closely with the video production team, she ensures the client message is delivered through our content clearly. Chloe embodies the international culture of Fintech Finance, traditionally clocking up plenty of miles attending conferences and visiting clients (pre COVID-19) – keeping us on board with all the trends and gossip.

Since lockdown began in the UK, Chloe works with the team on our virtual episodes and Virtual Arena panel series to keep all the exciting stories following Fintech Finance and our international audience.

Ashley Lewis is a Senior Investment Officer focused on the Africa region with Accion Venture Lab, Accion’s seed-stage impact investment initiative in fintech for the underserved. Ashley has fifteen years of experience across financial services, investments, and social ventures, and has dedicated her time to investing in and scaling social ventures across sub-Saharan Africa and Southeast Asia. Prior to joining Venture Lab, Ashley worked as an investment consultant and early-stage venture accelerator manager with LGT Venture Philanthropy in Thailand and Uganda. Ashley also brings experience from her time in the institutional asset management arms of Goldman Sachs and Vanguard. Ashley has a bachelor’s degree from Morgan State University and a MBA from HEC Paris. She is a fellow with the Finance Innovation Lab of London.

Kristina Morris is the Project Manager for FinTech Atlanta and is responsible for driving and supporting the organization’s mission to develop Atlanta as the recognized global center for Financial Technology.

Kristina has a wealth of experience in the nonprofit sector and has designed, built, launched and transitioned new and existing programs throughout her career. She received her bachelor’s degree in Sociology and Women’s Studies from Emory University and her Master of Business Administration from the Terry College of Business at The University of Georgia.

Ali is the Founder & Editor-in-Chief at “Fintech Finance” and creator of “The Payments Race.” He runs the editorial for Fintech Finance Video Channels and Magazines, interviewing some of the best and brightest representatives across the financial services landscape.

Tim Callahan joined Aflac in 2014, bringing more than 30 years of experience in information and physical security, business resiliency and risk management. He was promoted to his current role in January 2016, where he is responsible for directing Aflac’s global security strategy and leading the information security, business continuity and disaster recovery functions across the company to prioritize security initiatives and allocate resources based on appropriate risk assessments. 

Prior to joining Aflac, he served as senior vice president of business continuity and information assurance for SunTrust Banks, Inc. He also held leadership positions at People’s United Bank. 

Tim served in the U.S. Air Force for 23 years and earned an associate’s degree from the Community College of the Air Force and a bachelor’s degree from the University of the State of New York, Albany.

Andrew is the President and a co-founder of Trust Stamp. His primary focus is seeking out and building the strategic partnerships needed to open new identity-related markets around the world.

As the President of Trust Stamp, Andrew has participated in a number of the leading accelerator programs in the U.S. and overseas and built relationships with some of the world’s largest financial institutions. Andrew is an accomplished public speaker who can regularly be found addressing leaders in both financial services and real estate.

Andrew received a BA in both Finance and Economics from Benedictine College and began his career in financial services with a focus on sales and marketing prior to co-founding Trust Stamp. Andrew is actively committed to ongoing learning, studying at world-class institutions such as the Harvard Business School and the MIT Sloan School of Management.

executive, and operator of a number of global technology companies. He also founded Rapid Formation which helps incubate, fund and scale startups in the AI market. Rick was the Co-Founder and President of Think Big Analytics, a big data analytics pioneer, acquired by Teradata Corporation (NYSE: TDC). Prior to co-founding Think Big Analytics, Rick spent over 20 years in a variety of executive management positions. He holds a Bachelor of Arts degree from Wesleyan University.

Bob is part of KPMG Strategy and a professional services veteran with deep advisory services expertise and over 25 years of industry expertise in payments, fintech, and banking. He has specific industry knowledge in card processing, card issuing, retail and commercial banking, global payment processing, prepaid cards, and global treasury services. At KPMG, he leads the banking and payments sector within Financial Services Strategy and is responsible for developing relationships with leaders across financial services, fintech, and payments companies while leading engagement execution that drives strategic business value. He is also the US Fintech leader for the firm.

He has performed various projects related to product and customer strategies, pricing strategy, consumer card market re-entry, payments technology strategy, business, product, and technology transformation, operational improvement, and new market entry strategy. Specialty areas include: Strategy Development & Execution, Business Transformation, Digital & Mobile Experiences, Technology Strategy & Execution, Product and Channel Strategy, Mergers & Acquisitions, and Integration.

Prior to KPMG, Bob spent 20 years at Bank of America most recently leading BA Merchant Services, at the time the third largest global merchant acquirer. He had overall P&L responsibility for the business while leading the business strategy, sales, product innovation & management, and risk management functions across the business. Bob also led multi-disciplined sales teams across Commercial & PrePaid Cards, Government (GSA) Cards, Federal Government Treasury Sales, and Global Trade Services. Prior to that, he ran a number of the bank’s global treasury sales teams across large corporate, commercial banking, and real estate banking.

Chip Mahan is the founder, Chairman and CEO of Live Oak Bancshares. He serves on the board of directors for Apiture, a joint venture between Live Oak and First Data which focuses on creating next-gen technology for financial institutions. He is also a director of Payrailz, a digital payments company which offers advanced solutions for the financial services industry. Chip is a co-founder of nCino, a cloud-based banking software built on the Salesforce platform.

Prior to Live Oak, Chip was the Chairman and CEO for S1 Corporation and founder of Security First Network Bank, the world’s first Internet bank. Under his leadership, S1 Corporation grew to become a $234 million software and services provider in only six years, averaging more than 200 percent growth year over year. At its peak, S1 had a market capitalization of $7.8 billion. During his term as CEO, Chip was ranked as one of the 10 Most Influential Personalities in Financial Services by FutureBanker magazine.

Prior to founding Security First Network Bank and S1 Corporation, he launched Cardinal Bancshares, where he served as Chairman and CEO. Chip built Cardinal into an institution with $800 million in total assets and took the company public in 1992. Before launching Cardinal, Chip spent several years with Citizens Union National Bank & Trust Co., serving as President, Chief Operating Officer and Vice Chairman and becoming Chairman and CEO in 1984. In 1986, he formed an investment group that purchased Citizens Union and subsequently sold it to BankOne Corp. of Columbus, OH. Chip began his career in 1973 at Wachovia Bank & Trust Co. in Winston-Salem, NC, after graduating with a bachelor’s degree in economics from Washington & Lee University in Lexington, VA.

Dara Albright is a recognized thought provoker and frequent speaker on topics including fintech, digitalfinance, cryptofinance, peerfinance & crowdfinance.

Her leading-edge articles and research papers that have helped shape and continue to set the direction of modern finance can be found in Financial Advisor Magazine, FinTek News, BanklessTimes, Equities.com, Crowdfund Insider, Crowdfund Beat, Seeking Alpha, Investing.com, FINalternatives, Real Assets Adviser, CNBC and Business Insider. Albright has been featured in a number of publications including the NY Times, Forbes, Huffington Post, ABA Banking Journal, Thestreet.com and Private Wealth Magazine.

Albright possesses a distinguished 28-year career in financial services encompassing IPO execution, investment banking, trading, corporate communications, financial conference production as well as institutional and retail sales.

Albright presently advises organizations on their fintech, blockchain and digital finance initiatives, and currently serves on the boards of emerging fintech companies and alternative asset funds. Albright is a graduate of the George Washington University. She presently resides in Georgia with her husband and two children.

Jim Alvey has worked in media, marketing, data analysis, and non-profit management. As Good360 VP of Disaster Recovery and Philanthropy his goal is to cultivate relationships that expand the Good360 corporate donor network, increase nonprofit sector collaboration and connect government and association entities. Jim’s primary focus is product and partnerships that support mid- and long-term Disaster Recovery efforts. Good360 partners with Corporate Social Responsibility and Sustainability departments along with their Reverse Logistics and Supply Chain teams. He also works with foundations to amplify the impact of the missions they support. Good360 makes it easy to donate product, do some good and see valuable ROI. Their 90,000+ non-profit network member organizations benefit from the goods donated by corporate and foundation partners.

Jo Ann Barefoot is CEO & Founder of AIR – the Alliance for Innovative Regulation and host of the global podcast show Barefoot Innovation. A noted advocate of “regulation innovation,” Jo Ann is Senior Fellow Emerita at the Harvard Kennedy School Center for Business & Government. She has been Deputy Comptroller of the Currency, partner at KPMG, Co-Chairman of Treliant Risk Advisors, and staff member at the U.S. Senate Banking Committee. She’s an angel investor, serves on the board of Oportun, serves on the fintech advisory committee for FINRA, is a member of the Milken Institute U.S. FinTech Advisory Committee, and is a member of the California Blockchain Working Group Advisory Board. Jo Ann chairs the board of directors of FinRegLab, previously chaired the board of the Financial Health Network, and previously served on the CFPB’s Consumer Advisory Board. She was a Cofounder of Hummingbird Regtech.

Link to longer bio

Steve has spent the past two decades utilizing the key principles of “operating with integrity” and “acting with urgency” to develop successful technology companies.  The Founding CEO and now serving as Chief Operating Officer of Instant Financial, Steve brings an extensive background delivering financial technology to large enterprise Customers. Prior to Instant, Steve served as both the CIO and EVP of Mobile for TIO Networks (acquired by Paypal) leading the mobile business unit while driving the company’s engineering, IT, and product teams. Steve was also previously the Founder & CEO of Santra Technology, the pioneer of Web Services QoS and performance monitoring, along with holding senior management positions at Saba Software (NASDAQ: SABA), TELUS Enterprise Solutions (TSE:T) and Emerge Online.

Prior to co-founding Wingocard, the teen debit card and banking app, Sebastien Brault launched and scaled several start-ups. The first was netclub.com, a dating website with over 10 million users that sold to Match.com. The second was unyk.com, a smart address book solution that attracted 30 million users and processed over a billion contacts. He also co-founded Sociable Labs (ViralNinjas), a SaaS user acquisition B2B platform. Currently, Sebastien is dedicated to Wingocard and is an angel investor and advisor to start-ups such as: Frank & Oak, nesto, humanfirst, and Unito.

Connect with me on LinkedIn at linkedin.com/in/sebastienpbrault

Learn more about Wingocard at wingocard.com (we’re hiring!)

Chris Brummer is a Georgetown law professor and author. He also lectures widely on fintech, financial regulation and global governance. In this capacity, he routinely provides analysis for multilateral institutions and participates in global regulatory forums, and he has testified before US and EU legislative bodies. His work has been featured in CNN, Marketwatch, Fast Company, The Wall Street Journal, Bloomberg, Yahoo Money, Roll Call, Cointelegraph, and Coin Desk, among others.

Chris started his career at Cravath Swaine and Moore LLP, and now serves as the Faculty Director of the Institute of International Economic Law. Since assuming the post, he has lent his expertise to nonprofits and policymakers, and offered his insights as to how firms and governments can best understand and react to new developments and challenges in the financial system.

Aside from working as a professor and spearheading multiple initiatives related to financial regulation, he also serves as both a member of the Commodity Futures Trading Commission’s Subcommittee on Virtual Currencies and the Consultative Working Group for the European Securities and Markets Authority’s Financial Innovation Standing Committee.

Chris also concluded a three-year term as a member of the National Adjudicatory Council of FINRA, an organization empowered by Congress to regulate the securities industry, where his work was praised as making a significant contribution to advancing investor protection. He was then nominated twice by President Obama to serve as a Commissioner on the Commodity Futures Trading Commission, and received unanimous approval for the post by the Senate Agriculture Committee prior to the 2016 election. President Trump withdrew all outstanding nominations upon taking office.

Tom Carpenter serves as the Director of Public Affairs and Marketing for the Financial Data Exchange (FDX) where he leads the organization’s communications, thought leadership and brand development among financial industry stakeholders, policymakers, and the media. 

 Prior to FDX, Carpenter spent almost two decades developing and advocating complex public policy in Washington – beginning as a legislative aide in Congress and then as federal lobbyist and senior government affairs executive managing legislative advocacy campaigns and policy brands for clients from Fortune 500s and trade associations to startups. Most recently, Carpenter was a Senior Partner at Republic Consulting, and prior to that, a Senior Vice President & Managing Director at Wexler|Walker where he concentrated on the financial services sector with a special focus on financial technology. 

Carpenter graduated Phi Beta Kappa and Cum Laude from the University of Tennessee where he received a degree in Communications. 

Bridgit Chayt serves as senior vice president, head of commercial payments & treasury management. In her role, Bridgit oversees the strategic direction of commercial payment and depository services, including commercial card issuing and acquiring activities. 

Before joining Fifth Third Bank in 2016, Chayt spent more than two decades in financial services, having worked in various roles with Midwest Guaranty Bank and Comerica Bank including executive vice president, director of treasury management & business deposit services for Comerica Bank. Chayt has a proven track record for delivering market leading revenue growth, product innovation, customer loyalty and risk performance for treasury management, merchant services, commercial card and government card programs. 

Chayt’s experience includes global corporate marketing, commercial banking & wealth management. She also started both a bank and holding company in Troy, MI – focused on providing banking services to middle market companies and their owners. She has a vast background in education, human resources and operations management. 

Johnson Cook is a serial entrepreneur Co-Founder and President at Greenlight Financial Technology. Founded in 2014, Greenlight Financial Technology is an Atlanta-based fintech company that’s committed to empowering parents to raise financially-smart kids. Its groundbreaking family finance product, Greenlight®, is a debit card for kids that parents manage by app using flexible parental controls. Patent-pending technology enables parents to choose the exact stores where their children can spend, manage chores, set parent-paid interest rates on savings and more. Kids monitor balances, create saving goals and learn to make real world trade-off decisions. Greenlight has raised $81.5mm in funding and backers include JP Morgan Chase, Wells Fargo, Drive Capital, TTV Capital, Relay Ventures, NEA, Amazon, SunTrust, Ally Bank, Synchrony Bank, and others.

Over a 25-year entrepreneurial career that spans IP communications, wireless telecom, and finance, Brian Dally has pushed the boundaries of how disruptive Internet technologies can be applied to solve large-scale consumer problems and distribute the value to all.

As the co-founder and CEO of GROUNDFLOOR, a wealthtech platform that allows everyone tobuild wealth through real estate, Brian has helped make private capital markets radically moreaccessible to new participants. Under his leadership, GROUNDFLOOR became the first company qualified by the SEC to offer direct real estate debt investments via Regulation A to
non-accredited investors and accredited investors alike. In 2020, GROUNDFLOOR made its debut onto Inc. Magazine’s prestigious list of the 5,000 fastest growing private companies in America, and was recognized in the top 10 percent of all honorees as well as being the fastest-growing financial services company in its home state of Georgia. Brian has also been
recognized for his entrepreneurial leadership by many organizations.

Before co-founding GROUNDFLOOR in 2013, Brian’s career building disruptive technology startups included stints in Silicon Valley, Boston, London and the North Carolina Triangle region. Previously, he led the launch of Republic Wireless to take on the big four cellphone carriers to international acclaim. As a result, millions more Americans can now afford a
smartphone.

Brian has a JD from Harvard Law School, an MBA from Harvard Business School, and a BA with Highest Distinction from the University of Virginia. A native of Detroit who lived near Boston during childhood, Brian currently resides with his partner Ashley in Atlanta and Telluride, CO, where he still avidly roots for the Red Sox (but never the Patriots).

Annie is a director on Silicon Valley Bank’s fintech team, partnering closely with entrepreneurs, investors and influencers across the national fintech ecosystem. Prior to SVB, she held roles in engineering, product management and operations at venture-backed location intelligence company Foursquare and investment bank Goldman Sachs, as a member of the launch team for the Marcus by Goldman Sachs consumer banking platform. In 2019, she was named an “Inspiring Fintech Female” by the NYC Fintech Women organization. She is also active in fundraising for the National Ovarian Cancer Coalition and in 2020, received certification as a habit coach. She is currently a member of the Stevens School of Business Board of Advisors.

John is CEO of the Merchant Advisory Group. As CEO, John leads the strategy for ensuring the ~160 top merchant’s voice is heard to drive positive change and innovation in the payments industry that serves the merchants’ interests through collaboration, education and advocacy. Since joining the Merchant Advisory Group in August of 2019, John has expanded the Merchant Advisory Groups effort through the creation of the MAG Tech Forum and MAG Asia.

Prior to joining the Merchant Advisory Group, John enjoyed a 20-year career at Walmart holding various leadership positions in Payment Acceptance, Marketing and Financial Services. He also participated in the Federal Reserve’s Faster Payment effort, and currently is on the Board of Director for the Faster Payment Council.

He has been recognized within the industry for his ability to find common ground and drive positive outcomes from opposing views.

Chad Duncan is a Managing Director at Accenture.  Based in Atlanta, Chad has over 26 years of experience in strategy and consulting and has focused the last 15 years advising the world’s largest financial services companies.  Chad is a leader in Accenture’s Technology Strategy and Consulting practice, and he helps banking, capital markets, payments and insurance clients unlock the power of the latest technologies and use cloud transformation as a business enabler.

Chad is co-chair of the CHRIS 180 advisory council.  CHRIS 180’s mission is to improve our community by providing children, adults, and families with high-quality, trauma-informed behavioral health services and support systems.

Chad earned a Bachelor of Business Administration from Millsaps College and is a graduate of the Leadership Atlanta class of 2015.

Jane Elliott joined Deluxe Corporation in April 2019 as Chief Human Resources Officer and a member of the Executive Leadership Team.  In June 2020, Jane added all investor, public relations, media and internal communications to her role, becoming Chief Communications and Human Resources Officer.  

Prior to Deluxe, Jane was with Global Payments, where she most recently served as the Executive Vice President and Chief Administrative Officer. She worked closely with executive leadership optimizing internal functions with corporate strategic objectives to drive significant cost savings. Jane brings over 20 years of experience in the payment technology space including nine years at First Data.

Jane started her career with Laventhol & Horwath Certified Public Accountants in New York City and received her CPA. She holds a Bachelor of Science degree in accounting with high honors from the Rochester Institute of Technology.

In 2020, she joined the boards of Cool Girls, an organization dedicated to empowering at-risk girls in Atlanta, and Fintech Atlanta, becoming the Chairperson in May 2021.  She continues to serve on the Board of Junior Achievement since 2015 and served on the board of Wnet, Empowering Women In Payments, (2014-2018). She continues to remain active in various committees to promote women.

Charles is a 20-year fintech veteran, having joined FLEETCOR in 2000. Over the past two decades, he has held numerous roles encompassing business development, strategy, sales, marketing, and general management with full P&L responsibility. While much of his experience has been global in nature, Charles has had direct leadership experience in the United Kingdom, Mexico, Brazil, Australia and New Zealand.

Having assumed the CFO role in September 2020, Charles now oversees FLEETCOR’s global finance, accounting, tax, legal, human resource, and investor relations operations and activities.

Prior to joining FLEETCOR, Charles was a Consultant at Sibson Consulting, a member of The Segal Group. At Sibson, he consulted with clients’ senior management to identify, assess and pursue new products, services and target markets, explore various entry alternatives, and identify potential merger, acquisition, or partnership opportunities. Charles started at Sibson as an intern while completing his undergraduate studies at Rutgers, The State University of New Jersey, where he earned a B.A. in Economics.

Charles, his wife Aimee, and daughter Colette reside in the Buckhead area of Atlanta.

Meredith Fuchs is the General Counsel for Plaid. She leads the Legal, Risk, and Policy team in all efforts relating to Plaid.  Prior to Plaid, Ms. Fuchs served as Senior Vice President, Chief Counsel, Regulatory Advisory at Capital One.  In this capacity, Ms. Fuchs leads the company’s enterprise regulatory legal function that ensures all Capital One lines of business and staff functions know the law that applies to their activities.

Ms. Fuchs is the Executive Champion for Diversity and Inclusion in the Office of the General Counsel.  In 2017, she led Capital One’s efforts to respond and report to regulators in connection with the company’s assessment of sales practices risks. Ms. Fuchs joined Capital One from the Consumer Financial Protection Bureau (CFPB), where she was General Counsel and Acting Deputy Director after serving as Chief of Staff to CFPB Director Richard Cordray.

Prior to the CFPB, she held roles as Chief Investigative Counsel of the U.S. House of Representatives Committee on Energy and Commerce, as Vice President and General Counsel at The National Security Archive at GWU, and as a partner at Wiley, Rein & Fielding.

She has served as an officer on the D.C. Bar Board of Governors, and is the recipient of the American Library Association’s James Madison Award, and was named to the National Law Journal’s list of 75 Outstanding Women Lawyers.

Ms. Fuchs served as a law clerk for Judge Patricia M. Wald on the D.C. Circuit Court of Appeals and Judge Paul L. Friedman on the United States District Court for the District of Columbia. She is a graduate of the New York University School of Law and the London School of Economics and Political Science.

Adam Gunther is Senior Vice President, Digital Identity at Equifax. In this role, Adam leads Equifax’s global product offerings for digital identity and consent management. Prior to this, Adam spent 16 years at IBM in various product and engineering leadership roles. Adam previously was the product executive responsible for IBM’s worldwide portfolio of Trusted Identity offerings built on blockchain technology and led product management and portfolio strategy for IBM Cloud Platform (Bluemix) and the IBM WebSphere portfolio in the cloud. He holds a B.S. in Computer Science from The Pennsylvania State University

Chris Halaschek is the Chief Product Officer at Greenlight, an Atlanta-based fintech company committed to empowering parents to raise financially-smart kids. Prior to Greenlight, Chris was VP of Product & Engineering at Pindrop, where he was responsible for all product, research and engineering activities. Earlier in his career, he served in leadership roles at companies spanning the finance, security and data analytics verticals. Chris also holds patents in information management and earned a Ph.D. in Computer Science from University of Maryland, College Park with a focus on artificial intelligence.

Scott Harkey is the Chief Strategy Officer and Global Head of Payments at Levvel, a consulting firm based in Charlotte, NC. In this role, Scott guides the overall strategy for the firm in addition to leading the team that works with a number of banks, digital wallets, merchants, acquirers and startups on their digital payment strategy, payments architecture, custom application development, and vendor integration efforts.

Prior to joining Levvel, Scott was a Technology Executive at Bank of America managing the bank’s Digital Wallet technology. In this role, he was responsible for accelerating the bank’s progress to becoming a leader in digital payments through the launch of multiple strategic payment products. He also managed technical partnerships with Softcard, Apple, Google, Samsung, Microsoft, Visa, Mastercard, American Express, The Clearing House, and other key players in this space. This experience, combined with an additional 10 years of technology merger integration and IT operations outsourcing at Wells Fargo, gives Scott a true insider’s point of view. It also demonstrates a proven track record of delivering to banks, technology providers, and merchants operating in the digital payments space.

Scott holds a number of payment related patents, was voted one of the top “40 Under 40” by both the ETA and the Charlotte Business Journal, is a frequent speaker on digital wallets and payments, and plays an active role in fostering a Fintech culture in the Charlotte community. He holds an MIS degree from UNC Charlotte and an MBA from NC State University, and lives in Charlotte, NC with his wife, daughter, and twin boys.

As VP IT & Information Security, Colin Henderson (CISA, CISM, CISSP) oversees all aspects of OneTrust’s cyber security program. With 20+ years of experience spanning multiple industries, he brings a wealth of knowledge to OneTrust including experience as a vendor, consultant, and end consumer.  Prior to OneTrust, Colin served as Executive Director of Cyber Security at E*TRADE, now part of Morgan Stanley, where he managed multiple security functions. He holds a B.S. in Computer Science from the Georgia Institute of Technology as well as a M.S. in Computer Science from Johns Hopkins University and resides in Atlanta, Georgia.

Carolyn is a Partner with PwC with nearly 30 years of experience helping both US and global clients manage risk and systems of internal control, specializing in privacy, cybersecurity, information technology, data governance, and ESG. She led the formation of today’s PwC Privacy Practice in 2010. Carolyn has also helped numerous organizations implement the requirements of the General Data Protection Regulation (GDPR) and other regulations such as the California Consumer Privacy Act (CCPA).  She actively advises her clients on ESG strategies and roadmaps for enhancing their internal processes and ESG disclosures. She performs SOC2 readiness and attest engagements and served as PwC’s representative to the AICPA Privacy Task Force. She has also frequently served as the Independent Assessor in response to consent orders from regulators such as the Federal Trade Commission (FTC) and Office for Civil Rights (OCR). She also helps companies prepare for and enhance their compliance with such consent orders. Carolyn helps organizations build, enhance and implement their data governance and ESG programs to ensure they will be sustainable over the long term.  Carolyn helps organizations operationalize their privacy, cybersecurity and ESG programs. She also helps organizations build control mechanisms and implement monitoring programs that include reporting to senior management and the Board of Directors. Carolyn also assesses her clients’ controls and monitoring of third parties and provides advice to such clients to help them enhance, and often remediate, such controls and programs

Women in Technology (WIT) honored Carolyn as the Woman of the Year in Technology among Large Enterprises in Georgia, to celebrate the accomplishments of women technology executives who are leaders and visionaries in both business and community. She is a frequent speaker and often quoted in a variety of media outlets such at Reuters TV, CSO.com, Compliance Week, and Bloomberg Businessweek. 

Mia Huntington is Executive Vice President, Digital and Associations at Elavon, a leading global payments company, and subsidiary of U.S. Bancorp (NYSE:USB). Prior to taking on the Digital role, Mia was the General Manager for Elavon Canada.

With more than 20 years of financial services experience and a background in technology solutions, she has a reputation for driving results and successfully executing strategy.  She leads a high-performance team charged with propelling the vision and implementation of Elavon’s digital strategy, accelerating alignment to a modern buyer’s experience.  Mia is passionate about the success of the business customers Elavon enables, and the role that integrated partners play in the payments ecosystem.  

Mia is a member of U.S. Bank Americas Holdings Board and is also on the Women in Payments Advisory Board.

As chief diversity and inclusion officer with more than 20 years of human resources, diversity, supplier diversity, and compliance experience; Audra provides internal and external clients with guidance for effective strategies in diversity, supplier diversity, inclusion, and compliance. Under Audra’s leadership, the company has received numerous diversity awards. Audra is the executive sponsor for Randstad’s Hire Hope program which provides career readiness training and job placement services to underserved and at-risk women, including survivors of homelessness, exploitation, and trafficking. In addition, Audra’s department leads Randstad’s social justice initiative, the TRANSCEND program, which provides re-skilling and placement for diverse and untapped communities.  Audra holds a Master’s in Business Administration with a Human Resources concentration, and a Bachelor’s in Finance, from the University of North Carolina. A member of the Society for Human Resource Management (SHRM); she is also a Certified Diversity Professional (CDP), a certified Senior Professional in Human Resources (SPHR), an SHRM Senior Certified Professional (SHRM-SCP), and a Six Sigma Green Belt. Audra is known for her speaking engagements at diversity conferences, hosting the global Diversity Deep Dive podcast and has published several white papers in her area of expertise.

Sanjib is the Founder & CEO of Guppy, a company creating and operating a De-Fi ledger for credit data that enables account providers and consumers to control and monetize their data.  He is also a partner at Reason Inc., a marketing and innovation strategy consultancy.  He is also Editor in Chief at Money20/20, an event business he helped grow from startup to successful exit.  A fintech leader for over two decades, he has worked for large organizations like Citi, Intel and Google as well for multiple startups with multiple exits.  He is an Advisory Board Member of MPOWER Financing, Impact Analytics, SXSW Accelerator, and an Independent Director of the Board of HotApp Blockchain, a publicly traded company. Sanjib has an MBA from the Kellogg School of Management as well as Bachelors and Masters degrees in Electrical Engineering from Cornell University.

Sam Konigsberg, CIMA, Vice President, is a member of BlackRock’s US Wealth Advisory Group. This group is comprised of specialized teams that provide Portfolio Strategy, Portfolio Consulting and ETF Investment Consulting expertise. Mr. Konigsberg focuses on ETF due diligence, education, index methodology, risk management, structure, liquidity and implementation.

Mr. Konigsberg’s service with the firm dates back to 2010. Prior to his role as an iShares Leader, he worked as an investment management associate in BlackRock’s active asset management division covering mutual funds, separately managed accounts and qualified private placements.

Mr. Konigsberg is a member of the Investments & Wealth Institute and has earned the Certified Investment Management Analyst (CIMA) designation through the Wharton School of the University of Pennsylvania. He earned a Bachelors in Business Administration degree from the University of Georgia with a concentration in Finance.

Atticus is the founder and CEO of PadSplit, a mission-driven company that helps solve the affordable housing crisis, one room at a time. Through its innovative shared-housing model, PadSplit aligns incentives between cities, nonprofits, and property owners to spur cost-effective housing creation without public subsidy, all while providing safe and affordable housing for working-class individuals. 

By using affordable housing as a means for greater financial independence, PadSplit’s members are able to save more, improve their credit score and purchase their own vehicles and homes, all dramatically improving their lives. PadSplit currently operates more than 1,500 units across multiple markets including Atlanta, Houston, Tampa, Indianapolis and others. 

Before founding PadSplit in 2018, Atticus served as an affordable housing developer.  As a recognized thought leader on housing solutions, he has presented at MIT, UC Berkeley, and the US Chamber of Commerce Foundation. He is the chair of ULI’s UrbanPlan Education Initiative, co-chaired the Design For Affordability Task Force in 2018, and serves in multiple civic and volunteer capacities. 

Atticus graduated from Yale University with a BA in Architecture, and currently lives in Decatur, GA with his wife, their 4 boys, 2 dogs, and lots of chickens.

Randi Lichtenstein is a Director of the Private Label/Specialized Solutions product team for BNY Mellon Treasury Services. She manages the BNY Mellon white label product offering supporting Financial Institution clients and other specialized solutions.   

Previously, Randi was part of the Treasury Services Global Innovation team, helping to drive and foster a culture of collaborative innovation to support revenue growth and client satisfaction.

Randi has been with the organization since 1985, joining the organization immediately after completing a master of industrial administration program at Carnegie-Mellon University in Pittsburgh. Randi also holds a bachelor’s degree from the University of Pittsburgh.

Louis is a partner in the CFO & Business Advisory practice, where he leads the Firm’s Accounting & Financial Reporting service line. Louis has more than 30 years of experience, including more than 20 years in public accounting and 10 years as an executive with public companies. He provides services to large public entities as well as smaller and start-up companies positioned for growth.

Louis works with clients on many matters on the CFO/CAO agenda. He often provides technical accounting advisory support, particularly related to the implementation of new accounting standards, US GAAP/IFRS conversion projects, initial public offerings (IPOs) through both traditional vehicles and Special Purpose Acquisition Companies (SPACs), carve-out financial statements, business combinations, and other capital market transactions. Louis has also led projects for due diligence and transaction advisory, finance transformation, and capital management strategy services.

Prior to joining DHG, Louis was a partner in the Accounting Advisory practice of a Big 4 firm, where he specialized in assisting companies with IPOs, the preparation of carve- out financial statements, merger and acquisition transactions, and the implementation of new accounting standards. Louis lived and worked in Luxembourg and Amsterdam for eight years, where he was a Firm designated SEC/US GAAP expert. He led many IPO projects for technology, media and financial services companies, which often also included an accounting basis conversion. Louis was also the Chief Accounting Officer of a multinational, publicly listed company based in Switzerland, and the CFO of two domestic public companies. In his CAO role, Louis led the implementation of IFRS on a global scale, adopted a global tax optimization strategy, and transformed finance department process to enhance control effectiveness, improve process efficiency and reduce costs.

Tommy Marshall, Executive Director, Georgia Fintech Academy, University System of Georgia – Tommy has spent his 20+ year management consulting career focused on digital financial services and fintech. He works to bring his depth in payments, banking, capital markets, finance & regulation together with the Georgia and global fintech ecosystem to lead and support the objectives of the Georgia Fintech Academy.

Tommy is a graduate of Davidson College and holds an MBA from Vanderbilt University. He has called Atlanta home for the past ten years.

Responsible for strategic alliances and customers in NA for SAP’s Small and Medium Enterprise ERP platforms. Previous career exec leadership responsibilities for P&L, M&A, Sales, Product Management, Operations.

Ken Meyer is a Senior Vice President and the Divisional Chief Information Officer for Digital Channels & Innovation at Truist Financial Corporation. In this role, Meyer is responsible for digital applications and integration, enterprise CRM, intelligent automation, mobile and online banking, open banking, MarTech, emerging channels and innovation.

Prior to the merger of BB&T and SunTrust, Banks, Inc. in December 2019, Meyer was the Consumer Chief Technology Officer for SunTrust, responsible for the technology strategy, delivery, and support of SunTrust Mortgage, Retail Banking, and Private Wealth Management. Meyer also had responsibility for Marketing technology and enterprise-wide digital assets. Meyer was previously the Enterprise Solutions Chief Technology Officer for the bank, overseeing enterprise architecture, shared services delivery, governance and execution methodology, investment planning, strategy, and the financial oversight of SunTrust’s Enterprise Information Services (EIS) organization.

Meyer also held multiple positions in SunTrust’s Wholesale segment, most recently as Head of Wholesale Lending Operations, where he was responsible for supporting Small Business Banking, Commercial and Business Banking, Private Wealth Management, Equipment Finance, and Commercial Real Estate, Letters of Credit and Trade Services, Syndicated Loan Servicing, and the Lending Operations Back Office. Prior to that position, Meyer led the Wholesale Administration team, overseeing Wholesale Operations strategy and execution, mobilization of outsourcing initiatives and operational excellence. He worked closely with the Wholesale leadership team on strategic initiatives inclusive of process and technology enablement, location consolidation and targeted outsourcing.

Meyer joined SunTrust in December 2013 from Accenture, where he gained experience working with leading financial institutions, including four years supporting SunTrust. Other clients included Santander, Farmers Insurance, BB&T, Toyota Financial Services, Wachovia/Wells Fargo, Bank of America and Morgan Stanley. His industry experience has centered on retail and commercial banking clients, leading large transformation and business process design programs, and large system implementations.

Meyer is a graduate of the University of Georgia and lives in Atlanta with his wife, Bridgette, and their four children, Oliver, Olivia, Nora and Stella.

Adam Moore is the Senior Supplier Diversity Manager for the newly merged Truist bank, helping to promote the inclusion of small and diverse business in the supplier mix at the Bank. He is considerably active in the supplier diversity space, and is considered a thought leader as it relates to technology and the financial vertical. Adam is often sought as a speaker and moderator and also writes for blogs on the topic of supplier diversity. Along with his deep industry knowledge, Adam holds a Master’s in Business Administration from Brenau University and a Bachelor’s degree in Criminal Justice from North Georgia College.

As Chief Revenue Officer and President of North America, Joe Myers is responsible for $1100MM in annual revenue, with a focus on: creating stickiness in recurring revenue opportunities, building loyalty in our existing customer base, seeking key referral relationships, and driving overall new business development. 

Myers has held high-profile leadership positions in the payments industry for over 20 years, and is instrumental in the overall U.S. Bank payment solutions growth strategy that accounts for 30% of revenue. 

From a leadership standpoint, Myers stands with a team of 1,000 across sales, marketing, digital strategy, and customer account management. Most recently, Myers has been a huge advocate to push for women in leadership positions, and is an executive sponsor of Elavon’s Black Heritage Business Resource Group (BRG) of Atlanta, which won the coveted U.S. Bank BRG Chapter of the Year in 2020, from over 100 nominees across the United States. 

Prior to joining Elavon in 2011, Myers was general manager of the automotive division at Experian, where he nurtured key relationships and engendered strategic partnerships that led to significant revenue growth.

Myers received a diploma in Marketing and Business Management from Damelin Business School in South Africa. He serves on the board of directors for Junior Achievement of Georgia, partnering with other organizations to arm our younger generation with the education and tools they need for future success in the workforce. 

Jamela Peterson is a serial entrepreneur dedicated to leveraging entrepreneurship to advance societal change. She is the Founder and CEO of SocialPreneur Lab, which aims at empowering a new generation of entrepreneurs to follow in her footsteps.

Founded in 2016, SocialPreneur Lab is a webbased one-stop-shop for K-12 students and educators comprised of a comprehensive curriculum, a crowdfunding platform, and an online marketplace to provide participants with a hands-on entrepreneurial experience. As of today, over 3,000 students have benefit from its offering across the U.S.

“Even if all participating students don’t end up as lifelong entrepreneurs, they will carry the skills they learned thanks to our program for the rest of their lives.” said Jamela. “More importantly, they will bring these skills, together with a new sense of confidence and accomplishment, to their family and community, creating a virtuous cycle.”

Prior to launching SocialPreneur Lab, Jamela co-founded RoomME, a tech startup which aims at helping young professionals find compatible roommates.

Her passion for social entrepreneurship all started in 2013 during a business development internship with Afara Global. In this position, she traveled to Ghana, Nigeria, Kenya, and South Africa to study business ecosystems and innovation in various incubators, hubs, and accelerators on the African continent. She brought this experience home in order to provide access to entrepreneurship for all, regardless of their socio-economic status, and at an early age.

As a result of her experience and expertise, Jamela is a coveted speaker who has shared her high energy and powerful insights to engage audiences in venues such as HBCU @ SXSW and Black Women Tech Talk.

An Atlanta native, Jamela earned a Bachelor of Science in Psychology from Davidson College, where she was a recipient of the Arnold Snider Full-Merit Scholarship. She was also accepted into several accelerator programs including Rally Social Enterprise Accelerator, Davidson Venture Fund 2019, and Founder Gym Cohort 6.

Thad Peterson is a senior analyst with Aite Group, focusing on the evolution of the payment space, the customer payment experience, and merchant acquiring.

Recognized as a global thought leader in payments, Thad has a proven track record of identifying and developing new opportunities and technologies in payments and financial services. He has relevant expertise in applying customer behavior to the payments ecosystem in both corporate and startup environments. Thad’s consulting background includes engagements on credit and debit cards, mobile payments, airline payment platforms, consumer and merchant loyalty, payment technology evolution, stored value, and product innovation. He holds patents in customer authentication and real-time mobile-enabled loyalty.

Prior to joining Aite Group, Thad led the mobile commerce practice at inCode Consulting and was managing director of Maritz Real-Time Rewards, leading the company’s mission to build a new industry standard at the nexus of transactional marketing and consumer engagement. While at Maritz, he also served as a division vice president, sector strategy, heading up strategy and solutions development for Maritz’s financial sector. Before joining Maritz, Thad was a partner with global financial services and payments firm Edgar, Dunn & Company, where he led the retail banking, loyalty, and emerging technology practice areas, working with retail banks, card issuers and processors, airline consortiums, new payment technology providers, payment associations, and prepaid card issuers. Thad has also worked as a C-level executive at retail banks and held positions in advertising and customer communications.

Thad served as an officer in the U.S. Navy for four years and holds a degree in Special Education from the University of Idaho.

Charles Potts is senior vice president and chief innovation officer for the Independent Community Bankers of America® (ICBA).

In this role Potts will drive ICBA’s innovation, change management and financial technology strategies, working with ICBA leadership to develop impactful, value-added solutions that help community banks seize new market opportunities to meet customers’ evolving financial services’ needs.

Charles’ extensive financial services experience began in banking and financial service firms more than 35 years ago. Those experiences provided the background Potts needed to start, co-found or lead various fintech start-ups including digital banking, mobile engagement, financial management and payments providers.

Several had successful exits including IPO’s, strategic investments, or acquisition via strategic acquirers. A few also lead to his then creating and operating new international business units.

Most recently he worked at the Advanced Technology Development Center (ATDC) incubator at Georgia Tech, leading the fintech practice where he mentored and coached startup founders.

Before that he helped start First Performance Global and served as executive managing director where he led global business and corporate development activities for the start-up card-control and fraud alert SaaS provider.

Potts also previously served as the turn-around CEO for NetClarity, a start-up in the University of Florida’s Business Incubation Hub.

Charles attended the Georgia Institute of Technology, holds a BBA from Georgia State University in Atlanta where he also did his graduate studies and attended the Graduate School of Banking at LSU.

A former VP, Fraud at JP Morgan, Chris is a fraud and authentication expert with over 15 years of experience fighting financial crimes. Chris spent the first 10 years of his career working in operational and strategy roles at Bank of America, JPMC, Citi, and TD Bank.  For over the past 5 years, he’s taken his practitioner experience into the startup world of anti-fraud and authentication, working with Pindrop and BioCatch prior to joining BehavioSec.

H. West Richards has spent the last 25 years of his diverse career in both the public and private sector. His public sector experience includes seven years on Capitol Hill in the U.S. House of Representatives, serving in such capacities as Legislative Director, Press Secretary and Chief of Staff. Mr. Richards also had oversight responsibilities in what is now the House Committee on Transportation and Infrastructure. In 1990, Mr. Richards was the youngest Chief of Staff in the U.S. House of Representatives. He was also the youngest person to have direct oversight responsibilities for a House Subcommittee.

After leaving the U.S. House of Representatives, Mr. Richards focused his energies on helping the Georgia Institute of Technology prepare for the 1996 Atlanta Centennial Olympic Games. As Special Assistant to the President of Georgia Tech, Mr. Richards was responsible for developing the university’s public relations strategy as it applied to the Centennial Olympic Games.

In 1997 Mr. Richards went to work for the Law Firm of Troutman Sanders, LLP to create the first Internet Trade Association based in Georgia (2nd in the nation). In this role as Executive Director of the Georgia e-Commerce Association (GECA), he pioneered the largest statewide public/private Internet lobby in the U.S. and helped to develop Internet e-Commerce regulation that was eventually adopted not only by the State of Georgia but also by the federal government. GECA boasted over a dozen Fortune 500 members and nearly 50 smaller corporations. It also included a dozen governmental agencies and NGO’s. In 1999, Mr. Richards was recruited by PMG.net to execute his first commercial restructuring initiative. Mr. Richards successfully shifted the core business of this small Internet enterprise from web development to advanced application development. The result was a five-fold increase in sales and the creation of alliances with Ariba Software, Deloitte Consulting, iXL and Anderson Business Consulting. Today, according to the Gartner Group, PMG.net is now recognized as the most successful Enterprise Service Catalog software firms in the world.

In late 2000 Mr. Richards was recruited by Andersen Business Consulting to lead their I.T. Business Development practice in Georgia. Following this, he founded two small technology start-ups and sold one in 2007. From 2007 through 2009 Mr. Richards served as Executive Vice President of XS International, a premiere High Performance Computing enterprise.

Since leaving Washington and now returning to Washington, Mr. Richards has remained active in politics and has served as a strategic advisor in one Gubernatorial campaign and two Congressional campaigns. He maintains strong political ties across the state of Georgia and in Washington, D.C.

From 2010 to 2014 Mr. Richards lobbied in the Financial Services arena representing the largest Reverse Mortgage companies in the United States, several of which are backed by a number of prestigious Wall Street firms such as Guggenheim Partners, Knight Capital and JAM Equity Partners. Mr. Richards in his role as Executive Director of the Coalition for Independent Seniors led an entire team of federal lobbyists, aging consultants and media relations experts to represent industry concerns in the U.S. Congress. This organization enjoyed tremendous success during a time when the Reverse Mortgage Industry was facing an existential threat in Congress.

In early 2014 Mr. Richards co-founded the American Transaction Processors Coalition with the prestigious Washington, DC based law firm Hunton& Williams, LLP. The mission of the Coalition is to Protect, Preserve and Promote the interests and advancement of the Transaction Processing industry. This also includes working with both the private and public sector to create economic development opportunities for the industry which has a high concentration of enterprises in Georgia. Mr. Richards is responsible for Federal, State & Local Government Relations, Public Affairs, Community Affairs, University Relations and Economic Development. The ATPC is headquartered in Atlanta with offices in Washington, DC.

Mr. Richards is a graduate of Carnegie-Mellon University in Public Policy & Management with a concentration in Management Information Systems. He enjoys skiing and has competed in seven Triathlons mostly on behalf of the Leukemia & Lymphoma Society one of which was an IRONMAN (70.3). Mr. Richards lives with his wife and Airedale Terrier in Roswell, GA.

Glen Sarvady is a 20+ year veteran of the payments and FinTech industries. His firm 154 Advisors provides actionable insights, data-driven analysis and strategy formulation to help FIs navigate the rapidly evolving payments landscape, with specific expertise in electronic payments, digital wallets, consumer/SMB behavior and customer segmentation. He is a frequent industry speaker and author, and a founding director of the Technology Association of Georgia’s FinTech Society.

Prior to founding 154 Advisors in 2015, Glen co-led McKinsey’s payments-focused Global Concepts unit for six years and held various senior operating and financial roles at CheckFree from 1996-2005, spanning most of the firm’s life as a public company managed He also managed Deluxe’s Financial Services check and payments programs for two years. Glen is a former Federal Reserve Bank examiner and part of the startup team that launched the University of Pennsylvania Student Federal Credit Union.

Glen has a BA in Economics/Mathematical Methods from Northwestern University and an MBA from the Wharton School. He posts on FinTech matters on Twitter @154Advisors, and co-hosts the weekly podcast “The BIGCast” featuring interviews with FinTech leaders.

Patrick Sells, an award-winning entrepreneur recognized for digital innovation in banking, is on a mission to transform financial services through the fusion of Bitcoin and banking. A deeply held belief of Patrick’s is that the two should be symbiotic in order to create maximum financial security for all. As the Head of NYDIG’s Bank Solutions business, Patrick will build upon the momentum from NYDIG’s efforts to bring the needed technological infrastructure for banks to be able to offer Bitcoin products and services such as custody, rewards programs and lending opportunities.

Prior to joining NYDIG, Patrick served as Chief Innovation Officer at Quontic Bank, where he evolved the firm into a leading adaptive digital bank in the U.S. through a focus on technology and innovation. Prior to Quontic, he built and ran several technology, data and digital marketing companies, and has advised banks and fintech companies on regulatory compliance.

In 2020, Patrick was recognized as American Banker’s “Digital Banker of the Year” and one of Independent Community Bankers of America’s “40 under 40 Emerging Community Bank Leaders.”

Luvleen Sidhu is the Chair, CEO and Founder of BM Technologies, Inc. (NYSE: BMTX), one of America’s largest digital banking platforms. At the time of BM Technologies’ listing, Sidhu was the youngest female Founder and CEO to take a company public. She has been recognized by many awards, including being named one of PaymentsSource’s Most Influential Women in Payments: Next in 2021 and one of Crain’s New York Business 2021 Notable Women on Wall Street. She is a member of YPO and is also passionate about mentoring women. Sidhu has been featured frequently in the media and speaks regularly at conferences, including LendIt Fintech USA 2021. She holds an MBA from The Wharton School and a BA degree from Harvard.

Roop is the founder and principal at Intuit Factory, a Blockchain business strategy consulting & education firm. Roop delivered a TEDx talk in March 2019 on “Who owns your digital identity? Blockchain unlocking the identity revolution.” He then followed up with another TEDx talk in Feb 2020 on which was featured on TED.com, “How digital assets are changing the nature of value?” He designed and teaches executives Blockchain Strategy for Business Leaders program. As a public speaker, Roop helps audiences understand the potential, impacts, pitfalls and risks, guiding the evolution of business and society into a Blockchain, IoT and AI-driven world. His book, “Prophets in Chaos- Blockchain Strategy to Sow and Survive Disruption” is about to be released soon.

Miranda Tan is an expert in PR and marketing, China Influencer and KOL Marketing, as well as the integration of AI and blockchain technology in the digital media industry.

Prior to Paybby, Miranda founded Robin8, the leading influencer marketplace powered by big data and AI in China and worked with global brands and influencers.  Miranda amassed 15 years of experience in public relations and marketing for technology companies, pre-IPO companies, and other companies in states of rapid growth.

Miranda Tan also founded and headed ExcitePR, a US technology public relations agency with offices in New York and San Francisco. In 2001, ExcitePR merged with one of the largest independent technology PR firms in the country at the time. Miranda Tan joined their executive team as Vice President.

Miranda Tan is fluent in Mandarin Chinese and English. She has a bachelor of science from Cornell University and a Juris Doctor from St. John’s University School of Law.

CEO of IRC Advisory,  a Woman Owned Small Business  and  strategy and management consultancy in FinTech and Payments.  IRC is a “for-profit-for-good” firm, for itself and clients to build for high returns –  financially and for a greater good.  Kirsten’s pro bono work is in anti-human trafficking, financial inclusion, and disaster prep and response. 

Her career has focused on building and growing businesses and new markets  – from start-ups to Fortune 100 companies. She has spent much time on Capitol Hill, has delivered 200+ speeches, and serves on several Boards –  companies and charities.

For more…please go to https://www.linkedin.com/in/kirsten-trusko

Mary Wisniewski is a banking editor for Bankrate and also writes on a variety of fintech and banking subjects for the website. Mary hosts the Banktress segment on Bankrate’s Instagram Lives, where she interviews fintech movers and shakers.

Previously, she covered fintech for American Banker and edited op-eds for the publication’s BankThink section. She was also a blogger and editor at Bank Innovation and served as a fashion editor for National Jeweler, where she reported on fashion shows and jewelry news. Mary grew up in the Michigan suburbs and now lives in Los Angeles with a maltipoo, a record player, roller skates and an espresso machine. You can find her on Twitter @marymwisniewski and on Instagram @mmwisnie.

Bill serves as Business Development lead for Transcard, a fast growing and dynamic FinTech.  In. that role, Bill is responsible for partner strategy, business models, partnerships and ecosystem development.  Bill also leads the product strategy around the ERP ecosystem, the buyer and supplier network and the payments portal.  Lastly, he drives the contracting, negotiation and IP strategy for the company.  Bill has spent nearly thirty years at some of the largest tech companies in the world honing his business development, strategy, M&A and legal skills.  

Prior to coming to Transcard, Bill spent nearly 5 years working for SAP Concur, where he founded the payment product and strategy for Invoice, Expense and Travel and ran the business and operations for the team.  Bill spent much of his career at Microsoft, where he founded several products including the Portable Media Center and was an initial team member for Zune.  He ran licensing for the Windows Media and PlayReady DRM teams.  And he drove ecosystems and partnerships for Automotive, Xbox, Embedded Windows.  Bill was VP for mobile and VR at the audio and video pioneer DTS.  He was also an early employee and pioneer in the streaming media space working for RealNetworks.

Sheel is co-founder of Better Tomorrow, a seed stage VC firm investing in Fintech companies globally. His own startup experience includes 2 successful FinTech exits – a payments company and a high-stakes auction company, and he is GP of the 500 Fintech fund. He formerly worked as a financial services consultant at BCG and started his FinTech career at the non-profit p2p lender Kiva.

Atlantic Capital Bank serves emerging growth and middle market companies. As a Top 40 payments Bank by ACH volume, our expertise in financial technologies and payments allows us to offer clients the knowledge and horsepower of a large financial institution while providing the hands-on service of a community bank.

Chris leads Atlantic Capital’s fintech efforts and has over 16 years of finance, banking and startup experience with a strong skill set in technology, having worked with early, growth and public stage companies in a variety of verticals including: Software, Fintech, Healthcare and Social Media/Marketing.

Lucas has over 10 years of experience across investment banking, private equity, and venture capital, where he focused on companies operating in the financial services industry. Currently, Lucas is a Partner with Fintech Ventures Fund, a seed-stage financial and insurance technology-focused venture capital firm. Prior to joining Fintech Ventures, he was part of the investment team with an international private equity firm focusing on real assets and insurance opportunities. He began his career in investment banking at Bank of America Merrill Lynch.

Jillian Williams is a Principal at Cowboy Ventures, a seed stage fund focused on software oriented startups in the US. At Cowboy, Jillian works across the portfolio with special focus on fintech startups. Prior to joining Cowboy Ventures, Jillian was a Principal at Anthemis, an early-stage fintech focused venture firm, focused across North America and Europe. Jillian was key in growing the US portfolio fo Anthemis as well as leading the launch of the Female Innovators Lab, a venture studio partnership between Anthemis and Barclays that looks to support female founders in the fintech space at the earliest stage.

She also serves as the head of BLCK VC NYC, the NY arm of the BLCK VC, a non-profit with the goal of doubling the number of Black investors by 2024.

Prior to Anthemis, Jillian was at Barclays in New York in the investment banking division, where she focused on financial institutions and natural resources and received her BA from Yale University. Jillian is a mentor for The Barclays Accelerator Powered by Techstars, Startupbootcamp, and Village Capital. Jillian was also listed among Business Insider’s 30 And Under list of Rising Stars in New York Tech, named one of HBCUvc’s 31 Under 31 for the future of venture capital,  named a 40 under 40 Rising Star by Venture Capital Journal, and Crain’s New York Business 40 Under 40.

Charles is a 20-year fintech veteran, having joined FLEETCOR in 2000. Over the past two decades, he has held numerous roles encompassing business development, strategy, sales, marketing, and general management with full P&L responsibility. While much of his experience has been global in nature, Charles has had direct leadership experience in the United Kingdom, Mexico, Brazil, Australia and New Zealand.

Having assumed the CFO role in September 2020, Charles now oversees FLEETCOR’s global finance, accounting, tax, legal, human resource, and investor relations operations and activities.

Prior to joining FLEETCOR, Charles was a Consultant at Sibson Consulting, a member of The Segal Group. At Sibson, he consulted with clients’ senior management to identify, assess and pursue new products, services and target markets, explore various entry alternatives, and identify potential merger, acquisition, or partnership opportunities. Charles started at Sibson as an intern while completing his undergraduate studies at Rutgers, The State University of New Jersey, where he earned a B.A. in Economics.

Charles, his wife Aimee, and daughter Colette reside in the Buckhead area of Atlanta.

Anil Goyal co-founded Corserv in 2009 and currently provides strategic leadership as the President. He has a deep background in risk management, marketing, technology, and portfolio optimization in payment cards.

Previously, he held senior management roles at top credit card issuers, including Bank of America and Citibank. He provided strategic and analytic consulting services to American Express for consumer cards and student loan portfolios. He managed SunTrust Bank’s credit card program that was launched by First National Bank of Omaha. Anil earned a Ph.D. in Decision Sciences and M.S. in Operations Research from Rensselaer Polytechnic Institute. He earned a B.Tech. (Honors) from Indian Institute of Technology.

Adwait Joshi is the founder and Chief Seer at DataSeers. He has been successfully helping his customers Taming the Data Demon giving them working solutions tailored to their needs. For more than a decade now, Adwait has been working with various verticals solving their Data problems. He has tremendous expertise in Big Data and analytics. After a successful exit in 2016, he is back in the startup mode. His latest venture DataSeers, is a startup focused on RegTech and helping FinTech companies with Reconciliation, Compliance, Fraud, and Analytics. The product he has engineered, FinanSeer, has been so majorly successful that within the first year the company was already profitable and winning awards.

Full bio can be found here: https://www.dataseers.ai/the-team/

Jimmy Lin is the Chief Product Officer of RoadSync. He has over 20 years of experience building, launching and implementing logistics and compliance solutions. Prior to RoadSync, Jimmy led strategy and product at The Network (sold to NAVEX of Vista Equity), a provider of enterprise compliance solutions, and implemented 3PL solutions at UPS Supply Chain and Manhattan Associates. Jimmy combines his passion for solving market problems with hands-on experience in logistics to bring easy-to-use solutions to the logistics market. Jimmy holds his MBA from Emory’s Goizueta Business School.

Scott Mills is President of William Mills Agency. He is responsible for guiding the account teams, monitoring tactical activities as they relate to the strategic plan, day-to-day management of the agency and customer service. Since joining the agency in 1989, he has worked in both creative services and client relations.

Scott is also the editor of Bankers As Buyers, an annual guide to technologies and spending trends in the financial services industry.

Prior to joining the agency, Scott worked in the entertainment industry for WEKS-FM, WEA (record distribution) and WKLS-FM. He earned a Bachelor of Science degree from Georgia State University. Currently, Scott is on the board of directors of Association for Financial Technology (AFT) and TAG Fintech.  Scott is accredited in Public Relations through the Public Relations Society of America.