AFC Policy Summit 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

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

5:25 PM - 5:30 PM — Closing Remarks

5:05 PM - 5:25 PM — Closing Keynote

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

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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

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* indicates keynote session

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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

SVP, Policy & Advocacy, Woodstock Institute

Chris Adams

Chairman, Coastal Community Bank

John Beccia

Co-Founder and CEO, FS Vector

Michael Brickman

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

Rohit Chopra

Director, Consumer Financial Protection Bureau (CFPB)

Congressman Mike Flood

U.S. House of Representatives

Arlen Gelbard

EVP, General Counsel, Cross River

Janet Hale

Senior Managing Director, FTI Consulting

Congressman French Hill

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

Elizabeth Kelly

Special Assistant to the President, National Economic Council

Jelena McWilliams

Former Chairman of the FDIC

Armen Meyer

Vice President, Public Policy, LendingClub

Ryan Naples

Director of Public Policy, DailyPay

Ram Palaniappan

CEO, EarnIn

Christy Goldsmith Romero

Commissioner, US Commodity Futures Trading Commission

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