Hosted in the financial capital of the world, New York City, Accelerate Finance: Money in a Mobile World will bring together executives from large financial services firms, fintech entrepreneurs, investors, enterprise software executives, stock analysts, and public policy experts for a half-day exploration of how the pandemic accelerated the digital transformation of business, how fintech is overhauling the financial world, and how consumer expectations are driving change.


  • Fintech & Addressing Financial Inclusion
  • What’s Next in Insurtech?
  • Crypto Beyond Bitcoin
  • What’s in Your Wallet? The Future of Payments
  • Wealth Management: Will your next advisor be a bot?
  • Cybersecurity, Fraud, and Trust



Accelerate Finance: Money in a Mobile World
Time: 2pm – 5:30pm ET
Location: New York, NY

2:00 pm ET: Welcome & Introduction

2:05: The State of Customer Experience in Fintech
This session will provide a top-line industry analysis of which firms are providing super customer experiences across the fintech landscape and actionable insights and recommendations regarding financial services CX best practices.

Matthew Eschmann, Director, Research, Banking, Cards & Mobile Finance Corporate Insight


2:15: A Conversation With Square Cofounder Jim McKelvey
FIN and CDX Accelerate are thrilled to welcome a true fintech pioneer, Square Co-Founder, Jim McKelvey to our stage. We will hear from Jim about his story and path, how he sees the fintech landscape evolving and his advice and highlights from his current book, “The Innovation Stack – Building an Unbeatable Business one Crazy Business Idea at a Time”.

Jim McKelvey, Founder, Invisibly & Co-Founder, Square
Moderator: James Ledbetter, Chief Content Officer, Clarim & Editor-in-Chief, FIN


2:40: How Diversity and Inclusion Drives Superior Innovation
This session will explore how focusing on diversity and inclusion is not only the right thing to do but it’s the smart thing to do as sculpting-in diversity and inclusion across the enterprise drives superior product innovation, customer experiences and the bottom line.

Katie Palencsar, Managing Director & Global Head, Venture Studio, Anthemis Group
Abbey Wemimo, Co-Founder, Esusu
Samir Goel, Co-Founder, Esusu
Moderator: Nora Ali, CEO & Co-Founder, New Media Venture (stealth) & Former Anchor, Cheddar



3:05: How Schwab is Mastering the Customer Experience
Charles Schwab is obsessed with the customer – and always has been. And the customer experience remains mission-critical to the company’s core value proposition and ongoing digital transformation. This session will dive into consumer experience and product innovation best practices, sculpting-in trust into the brand’s core positioning and its products and experiences, and much more.

Sara Tresch, SVP, Digital Transformation & Customer Experience, Charles Schwab
Moderator: Drew Ianni, Founder & GM, CDX


3:30: Hybrid Cloud Innovation: Leveraging A.I. & Automation To Drive Superior Customer Experiences
The autonomous digital enterprise has arrived.  And while the cloud and emerging tech and processes such as AI and automation have emerged as great enablers of experience innovation and driving operational efficiency, on-premise also remain critically important for financial services firms for many reasons. Subsequently, many fintech firms are driving innovation through hybrid cloud infrastructure and software.

Greg Bukowski, Strategic CTO, BMC Software
Morgan McKenney, Formerly COO, Consumer Banking, Citi
Moderator: Drew Ianni, Founder & GM, CDX

4:05: Crypto at a Crossroads
The cryptocurrency and digital asset markets continue to explode and offer perpetual promise, volatility while attracting both skeptics and believers. Regulation is clearly on the horizon yet the broader movement seems unstoppable so where do we go from here? Will global regulation meaningfully depress the value of digital currencies and how might it impact the future of digital currencies as legal tender across the industrialized world? Have Bitcoin and other digital assets, tokens, and coins simply evolved to be (highly) speculative asset classes or do we see a real-world business proposition for any of these digital assets? What are the ongoing security, transparency, and “green” concerns around cryptocurrency markets, exchanges, and currency mining? And what disruptive opportunities still remain?

Raj Dhamodharan, EVP, Blockchain, Digital Asset Products & Digital Partnerships, Mastercard
Emily Parker, Managing Director, International Content, Coindesk
Moderator: Taylor Locke, Money Reporter, CNBC


4:30: The State of FinTech Investing & Startups
This session will explore the venture and start-up landscape across fintech and look specifically at the road ahead. What business problems are start-ups trying to solve? Where do both investors and start-ups see opportunities for disruption in a post-pandemic world? How will 2022 shape up for fintech investors and start-ups?

Craig J. Lewis, Founder & CEO, Gig Wage
Blair Silverberg, Founder, Hum Capital
Moderator: Jim Ledbetter, Editor-in-Chief, FIN


5:00: Consumer Panel: Gen Z and The Future of Money
The future of finance, money and investing has arrived and Generation Z is now setting-the-pace and will define the future of finance. And we are going to get an inside view from a real-world panel of Gen Z consumers as they discuss their habits, preferences, and thoughts about money, investing, services, emerging digital currencies and platforms and more.
Panelist 1: Randy Michael, Dancer & Photographer
Panelist 2: Shannon Dawson, Graduate Student, SUNY Purchase
Panelist 3: Lisa Carmen Wang, Head of Brand, Republic
Moderator: Ari Kohn, Co-Founder, Gen-Z For Change


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Knowledge Partner