Is True Open Banking Achievable?
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 Export to Your Calendar 3/1/2018
When: Thursday, March 1st
5:30 p.m. - 8:00 p.m.
Where: Map this event »
Prosper Marketplace Headquarters
221 Main Street
#300
San Francisco, California  94105
United States

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Is True Open Banking Achievable?

by CFA Society San Francisco, LendItFintech, and Prosper Marketplace


Much has been written regarding technology’s impact on the banking industry. Will technology truly disrupt or merely transform one of the world’s financial institutions? What are the regulatory implications of a transition towards true, open banking? Join a distinguished panel of experts representing different elements of the banking/tech industry, as they attempt to bring clarity to several of the industry’s most relevant questions.

Moderated by:

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Peter Renton, Chairman & co-founder, LendItFintech

Peter Renton is the Chairman and Co-Founder of the LendItFintech Conference, the world’s first and largest conference dedicated to the P2P (peer to peer) and online lending industries. He is the Founder of Lend Academy, the leading educational resource for the P2P lending industry and he is a co-founder of NSR Invest, an investment management and analytics business specializing in P2P lending. His blog is the most widely read website about P2P lending and through his writing, interviews and video courses he has helped tens of thousands of people understand this new asset class. He is considered the world’s leading expert on P2P lending and speaks regularly on the topic at industry conferences. He is also the author of The Lending Club Story, the definitive guide to the world’s largest P2P lender. Peter Renton has been interviewed by the Wall Street Journal, NY Times, Bloomberg, Fortune, NPR, CNN, Fox Business News, the Financial Times, TheStreet.com and dozens of finance blogs and smaller publications.


Panelists:

Alenka Grealish

Alenka Grealish, Senior FinTech Analyst, Celent

Alenka has over 20 years of consulting and research experience in the banking industry with deep expertise in payments, transaction banking, and commercial banking. Her research focus is on innovation in treasury management services, trade finance, working capital finance, and the implications for customer journeys across segments, including small business. As part of her research, she tracks the digitization of the financial supply chain and the rise of FinTechs and new business and revenue models. Ms. Grealish has advised top banks on their business and technology strategies. Her consulting work has included the development of a growth strategy for the treasury management business of a leading North American bank, examination of cross-border growth opportunities in treasury management for a top European bank, and the identification and evaluation of opportunities to enable small to medium-sized businesses to automate their payment processes. Ms. Grealish has been widely quoted in the media including Bloomberg NewsFinancial Times, and the Associated Press.She has given presentations at numerous conferences including Bank Administration Institute events, the NACHA Payments Conference, and the Association of Financial Professionals events. Prior to rejoining Celent, Ms. Grealish worked for The Boston Consulting Group, where she was the global segment manager for transaction banking and payments. She started her career as an associate economist at the Federal Reserve Bank of Chicago. Ms. Grealish earned her MBA from the University of Chicago Booth School of Business, graduating Beta Gamma Sigma. She received her BA from Northwestern University and graduated Phi Beta Kappa with superior honors in economics.


Joanne XuJoanne Xu, Supervisory FinTech Analyst, Federal Reserve Bank of San Francisco

Joanne is a supervisory analyst for the SF Fed’s FinTech team. She monitors investment, technology, and regulatory developments related to the FinTech industry. Her research interests include FinTech business models, consumer impact, and domestic and foreign regulatory changes. Before joining the team, she was a senior corporate financial analyst at Visa. She is a CFA Charterholder.

 

Dave Hunkele

Dave Hunkele, Head of Products, Live Oak Bank

Dave Hunkele is Head of Products at Live Oak Bank, where he leads product development and support for Live Oak’s digital solutions. Live Oak is fundamentally changing how customers engage with their bank and how financial services are delivered. Dave works with financial services and Fintech providers to drive growth, innovation and efficiency strategies with an emphasis in the areas of digital transformation, customer experience, sales and process efficiency and service integration. Prior to joining Live Oak Bank, Dave led the Digital, Treasury and Payments practice at The Norman Group, a strategic consulting firm and he held leadership positions at Bottomline Technologies and S1 Corporation. Dave holds a Bachelor’s degree in Information Systems and Masters in Management from Robert Morris University. He serves on the Executive Committee of PayCLT and is a strategic advisor to Go-Live Faster.

Colin Walsh

Colin Walsh, Chief Executive Officer, Varo Money

Colin Walsh is a financial services leader turned entrepreneur, helping consumers improve their financial lives. Building off years of experience leading businesses within global brands in Europe and the US, he has founded Varo, a company that will change the way we bank. Colin is the CEO and Co-founder of Varo Money, Inc. and an advisor to a diverse portfolio of early-stage financial technology start-ups in North America and Europe. Colin is also the former leader of Europe’s largest proprietary credit and charge card business while at American Express and led the UK's largest Mortgages and Savings and high growth cards and payments businesses while MD at Lloyds Banking Group. Colin also worked as a former EVP at Wells Fargo's home lending and consumer credit business. Colin is also active on industry trade bodies and non-profit boards.

 

Prashant FuloriaPrashant Fuloria, Chief Operating Officer & Chief Product Officer, Fundbox

Prashant Fuloria is the Chief Operating Officer and Chief Product Officer at Fundbox. Mr. Fuloria was most recently SVP of Advertising Products at Yahoo, joining the Yahoo team through their acquisition of Flurry, where he was the Chief Product Officer. Prior to Yahoo, he was Senior Director of Product Management at Facebook and Product Director at Google. Mr. Fuloria received a B.Tech. in Chemical Engineering from the Indian Institute of Technology Delhi. He also holds an MA in Business research; an MS in Statistics; a PhD minor in Engineering Economic Systems & Operations Research; and a PhD in Business, all from Stanford University.

 

Price

FREE

 

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