AFC Policy Summit 2023 Agenda

November 14th, 2023

Washington, D.C.

Join us on November 14th, 2023 in Washington, D.C. for a unique opportunity to come together, exchange insights, and discuss pivotal policy matters that will influence the trajectory of fintech in the United States. This event will bring together thought leaders, regulatory experts, industry pioneers, and government representatives to delve into the most pressing issues facing the fintech sector.

2023 Agenda

November 14th

8:00 AM - 9:00 AM — Coffee/Tea and Registration

9:00 AM - 9:05 AM — Welcome RemarksPhil Goldfeder, CEO, American Fintech Council

9:10 AM - 9:45 AM — Banking on Fintech: BaaS and Embedded Finance

  • Armen Meyer, Vice President, Public Policy, LendingClub
  • Jesse Honigberg, EVP, Product & Platform, Customer’s Bank
  • Robert Savoie, Partner, McGlinchey Stafford
  • Steve Bishop, Chief Operating Officer, Old Missouri Bank
  • Moderated by  Luan Cox, Co-Founder & CEO, FinMkt

9:50 AM - 10:15 AM* — Keynote — Responsible Regulation for Smart Innovation

  • Jelena McWilliams, Former Chairman of the FDIC
  • Moderated by Peter Weinstock, Partner, Hunton Andrews Kurth

10:20 AM - 10:55 AM — Is State Regulatory Push on Fintech Protecting Consumers?

  • Marc Franson, Partner, Chapman & Cutler
  • Brad Schecter, Deputy General Counsel, VP Regulatory Counsel, Avant
  • Brent Adams, SVP, Policy & Advocacy, Woodstock Institute
  • Susie Seaman, Partner, Husch Blackwell
  • Moderated by Evan Weinberger, Reporter, Bloomberg

12:10 PM - 12:45 PM — Foundation for Emerging Markets: Lessons Learned from BaaS, BNPL and EWA

  • Mona Jabbour, Director, Public Policy and Research, Chime
  • Ryan Naples, Director of Public Policy, DailyPa
  • Eli Corbett, VP, Deputy General Counsel, Product, Regulatory, & Privacy, Affirm
  • Chris Adams, Chairman, Coastal Community Bank
  • Moderated by Crystal Kaldjob, Partner, Financial Services and Fintech Industry Co-Chair, Morrison & Foerster

12:45 PM - 1:10 PM* — Keynote — Congressional Policy Making in the Age of Innovation

  • Congressman Mike Flood, Congressman, U.S. House of Representatives
  • Moderated by Marty Mitchell, Managing Director, FORVIS

10:20 AM - 10:55 AM — Is State Regulatory Push on Fintech Protecting Consumers?

  • Marc Franson, Partner, Chapman & Cutler
  • Brad Schecter, Deputy General Counsel, VP Regulatory Counsel, Avant
  • Brent Adams, SVP, Policy & Advocacy, Woodstock Institute
  • Susie Seaman, Partner, Husch Blackwell
  • Moderated by Evan Weinberger, Reporter, Bloomberg

1:10 PM - 2:00 PM — Networking Lunch

1:10 PM - 2:00 PM — Women in Fintech Luncheon and Fireside Chat with Lara Oyesanya, Chief Legal Officer & Group General Counsel, Zepz (hosted by Rachel Rodman, Partner, Cadwalader)

2:00 PM - 2:25 PM* — Keynote — Lessons Learned From The Founder of Fintech

  • Renaud Laplanche, Co-Founder & CEO, Upgrade
  • Moderated by Jeremy Creelan, Partner, Jenner & Block

2:30 PM - 3:05 PM — Third Party Risk Management: Clarity is Critical

  • Arlen Gelbard, EVP, General Counsel, Cross River
  • Janet Hale, Senior Managing Director, FTI Consulting
  • Chris Peterson, Professor of Law, University of Utah
  • Rob Lavet, General Counsel, Sofi
  • Moderated by John Beccia, Co-Founder and CEO, FS Vector

3:05 PM - 3:40 PM — AI and Alternative Data Creating Access to Safe Financial Services

  • Lynn Sautter Beal, VP, Lender Services, Upstart
  • Kareem Saleh, Founder & CEO, FairPlay AI
  • Shannan Herbert, EVP of Inclusive Credit, Stratyfy
  • Marty O’Malley, Assistant General Counsel, Prosper
  • Moderated by Peter Renton, Chairman & Co-Founder, Fintech Nexus

3:40 PM - 4:05 PM* — How FedNow Changes the Game

  • Mark Gould, Chief Payments Executive, Federal Reserve Financial Services
  • Moderated by Phil Goldfeder, CEO, American Fintech Council

4:05 PM - 4:40 PM — Understanding Novel Activities and Implications for Innovative Banks and Fintech

  • Kavita Jain, Fintech Supervision and Policy at Federal Reserve Board
  • Will Wade-Gery, Senior Advisor to the Director, Consumer Financial Protection Bureau
  • Michael Brickman, Deputy Comptroller for Specialty Supervision, OCC
  • Natalia Li, Director, Office of Consumer Policy, U.S. Department of the Treasury
  • Moderated by Jonah Crane, Partner, Klaros Group

4:40 PM - 5:05 PM — Is AI the Key to Regulatory Modernization?

  • Elizabeth Kelly, Special Assistant to the President, National Economic Council
  • Christy Goldsmith Romero, Commissioner, US Commodity Futures Trading Commission
  • Moderated by Sara Weed, Partner, Gibson Dunn

5:05 PM - 5:25 PM — Closing Keynote

  • Rohit Chopra, Director, Consumer Financial Protection Bureau (CFPB)

5:25 PM - 5:30 PM — Closing Remarks

  • Phil Goldfeder, CEO, American Fintech Council
  • Ulrico Izaguirre, SVP Government Relations, Public Policy & Social Impact, Affirm

5:30 PM - 7:00 PM — Networking Happy Hour

Roundtables: intimate, informal 45-60 minute discussions facilitated by an industry expert (to run concurrent with panel session listed above).

9:00 AM - 9:45 AM — Handling Customer Complaints, Key Dos and Don’ts

  • Laurel Loomis Rimon, Partner, Jenner & Block

10:15 AM - 11:00 AM — The Question of the Day: Should We Buy, Build or Partner

  • Aaron Kouhopt, Member, Chief Privacy Officer, McGlinchey Stafford

11:00 AM - 11:45 AM — Digital Banking Leadership Forum: Setting the Standard

  • Eden Hoffman, Head of Global Communications, Cross River

12:00 PM - 12:45 PM — What Every General Counsel Needs To Know

  • Tobias Moon, Partner, Chapman & Cutler
  • Kathryn Puls, Partner, Chapman & Cutler

2:00 PM - 2:45 PM — Regulation and Compliance in the New World of BaaS

  • Evan Minsberg, Counsel, Financial Services and Fintech Industry Coverage, Morrison & Foerster

3:00 PM - 3:45 PM — Crypto Regulation Can Be Bipartisan Catalyst Fintech Needs

  • Jaco Sadie, Senior Managing Director, FTI Consulting

4:10 PM - 5:00 PM — AI Needs To Be More Than Fair

  • Jason Cabral, Partner, Gibson Dunn

* indicates keynote session

2023 Speakers

Each year, the Summit brings together the most influential voices in the space to discuss the most pressing issues.

Meet a selection of last year’s incredible speakers:

Brent Adams

Brent Adams

SVP, Policy & Advocacy, Woodstock Institute

Chris Adams

Chris Adams

Chairman, Coastal Community Bank

Lynn Sautter Beal

Lynn Sautter Beal

VP, Lender Services, Upstart

John Beccia

John Beccia

Co-Founder and CEO, FS Vector

Michael Brickman

Michael Brickman

Deputy Comptroller for Specialty Supervision, Office of the Comptroller of the Currency

Rohit Chopra

Rohit Chopra

Director, Consumer Financial Protection Bureau (CFPB)

Congressman Mike Flood

Congressman Mike Flood

U.S. House of Representatives

Arlen Gelbard

Arlen Gelbard

EVP, General Counsel, Cross River

Mark Gould

Mark Gould

Chief Payments Executive, Federal Reserve Financial Services

Janet Hale

Janet Hale

Senior Managing Director, FTI Consulting

Congressman French Hill

Congressman French Hill

U.S. House of Representatives, Chairman of the Subcommittee on Digital Assets, Financial Technology & Inclusion

Harry Johnson

Harry Johnson

President/CEO, The Memorial Foundation/MLK Memorial

Elizabeth Kelly

Elizabeth Kelly

Special Assistant to the President, National Economic Council

Aaron Kouhopt

Aaron Kouhopt

Member, Chief Privacy Officer, McGlinchey Stafford

Renaud Laplanche

Renaud Laplanche

Co-Founder & CEO, Upgrade

Natalia Li

Natalia Li

Director, Office of Consumer Policy, U.S. Department of the Treasury

Jelena McWilliams

Jelena McWilliams

Former Chairman of the FDIC

Armen Meyer

Armen Meyer

Vice President, Public Policy, LendingClub

Ryan Naples

Ryan Naples

Director of Public Policy, DailyPay

Lara Oyesanya

Lara Oyesanya

Group General Counsel, Company Secretary and C-Suite Executive, WorldRemit

Ram Palaniappan

Ram Palaniappan

CEO, EarnIn

Christy Goldsmith Romero

Christy Goldsmith Romero

Commissioner, US Commodity Futures Trading Commission

Jaco Sadie

Jaco Sadie

Senior Managing Director, FTI Consulting

Kareem Saleh

Kareem Saleh

Founder & CEO, FairPlay AI

Additional speakers:

Jason Cabral, Partner, Gibson Dunn

Jonah Crane, Partner, Klaros Group

Jeremy Creelan, Partner, Jenner & Block

Marc Franson, Partner, Chapman & Cutler

Will Wade-Gery, Senior Advisor to the Director, Consumer Financial Protection Bureau

Jesse Honigberg, EVP, Product & Platform, Customer’s Bank

Con Hurley, Lecturer, Boston University

Kavita Jain, Associate Director, Novel Activities and Innovation Policy, Federal Reserve Bank

Crystal Kaldjob, Partner, Financial Services and Fintech Industry Co-Chair, Morrison & Foerster

Elizabeth Kelly, Special Assistant to the President, National Economic Council

Laurel Loomis Rimon, Partner, Jenner & Block

Evan Minsberg, Counsel, Financial Services and Fintech Industry Coverage, Morrison & Foerster

Martha O’Malley, Assistant General Counsel, Regulatory, Prosper

Christopher Peterson, Professor of Law, University of Utah

Robert Savoie, Partner, McGlinchey Stafford

Susie Seaman, Partner, Husch Blackwell

Sara Weed, Partner, Gibson Dunn

Peter Weinstock, Partner, Hunton Andrews Kurth

Elizabeth Corbett, VP, Deputy General Counsel - Product, Regulatory & Privacy, Affirm

Marty Mitchell, Managing Director, FORVIS

Rachel Rodman, Partner, Fintech Enforcement and Litigation, Cadwalder

Steve Bishop, Chief Operating Officer, Old Missouri Bank

Shannan Herbert, EVP of Inclusive Credit, Stratyfy

Marty Mitchell, Managing Director, FORVIS

Tobias Moon, Partner, Chapman & Cutler

Kathryn Puls, Partner, Chapman & Cutler

Brad Schecter, Deputy General Counsel, VP Regulatory Counsel, Avant

Jeff Stoltzfoos, VP, Government & Public Affairs, Chime

Evan Weinberger, Reporter, Bloomberg

Paige Smith, Finance Reporter, Bloomberg