Next Money SE June 21st, 2017

8:00am – 8:30am

Registration  & Morning Coffee – CenterStage

8:30am – 8:40am

Welcome Address

JP Nicols, Chairman, Americas, Next Money

8:40am – 9:20am

Opening Chat w/Bank of America

Aditya Bhasin, Head of Consumer and Wealth Management Technology, Bank of America

With Hillary Burns, Banking, Tech & Entrepreneurship Reporter, Charlotte Business Journal

9:20am – 10:00am

Panel, featuring Oracle:  Combining Digital and Data for Engaging Customer Journeys

Niko Karvounis, Co-Founder, Quovo

Lindsay Soergel, General Manager, Mobile and e-Commerce at Equifax

Aubrey Hawes, Senior Director, Product Marketing / Digital Banking, Oracle Financial Services Global Business Unit, Oracle

Moderated by Dan Roselli, Co-Founder Queen City Fintech

10:00am – 10:30am

Networking Break

10:30am – 11:15am

Cyber Security Panel

Sam Phillips – Chief Information Security Architect and Enablement Leader, Wells Fargo

Ted Claypoole – Partner, Womble Carlyle Sandridge & Rice LLP

Kyong An,  Director Customer Success, Oracle CASB Cloud Service

Jerry Tylman – Partner, Risk & Security Practice Lead, Greenway Solutions

Moderated by Jason Malo,  Senior Executive Advisor, Digital Strategy, Banking & Security

11:15am – 12:00pm

Panel:    Virtual or Plastic?:  The future of the plastic card in a world of Alexa, Apple & EMV

Raja Bose – Global Retail Banking Consulting Leader, GENPACT

Jennifer Lucas, SVP, Head of Enterprise Payments & Digital Strategy, SunTrust

Josh Brant, President/CEO,  Allegiance Merchant Services

Scott Harkey, Global Lead of the Payments Practice, Levvel

Moderated by Kristin Wallace, Vice President, Emerging Payments Product Management, BB&T

12:00pm – 1:30pm

Lunch Break

1:30pm – 2:15pm

Panel: Distributed Ledger Technology

Mark Smedley, VP, Oracle

Patrick Rivenbark, VP, Strategic Partnerships, Let’s Talk Payments

Chris Hart, CTO & Co-Founder, Levvel

Moderated by Tommy Marshall, Fintech Lead – North America, Accenture

2:15pm – 3:00pm

Panel Discussion – VC’s in Fintech

Don Rainey, General Partner, Grotech Ventures

Ben Britt, General Partner Route 66 Ventures

Dave Unsworth, Co-Founder and General Partner at Information Venture Partners

Jason Williamson, VP, Startup Ecosystem, Oracle

Moderated by Chris Hughes, Vice President, Revolution Growth

3:00pm – 3:30pm

Networking Break

3:30pm – 4:15pm

Panel:  “How FinTech Moves A Community Forward”

Charlotte Mayor Jennifer Roberts

Matt Potere, CEO, Sunlight Financial

Andy Moose, Vice President, North Highland

Frank Farro, SVP, Financial Center & ATM Technology Executive, Bank of America

Moderated by Tariq Bokhari, CEO & Co-Founder, Aggressant

4:15pm – 4:30pm

Next Money SE, presented by Oracle Wrap Up

JP Nicols, Chairman, Americas, Next Money

4:30pm – 5:00pm

Closing Keynote: State of the “Union” – how fintech companies and banks can work together effectively

Nigel Morris, Managing Director, QED Investors, Board Member, AvidXchange.

5:00pm – 5:50pm

VIP Reception for Next Money Attendees / Doors Open for Start of QCFinTech Demo Day

5:50pm – 7:30pm

Queen City FinTech Demos (view the companies)

Reinventing finance through design, innovation & entrepreneurship.

Next Money Fintech Finals 2017
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