Fintech Retreat

TBA, 2023

Details about the 4th annual gathering for leaders and professionals in Fintech are comign soon.

Passes will be available soon. Join the waitlist.

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Limited attendance

Only 175 participants will attend the retreat. Managing Directors, VPs, CxOs from: fintech startups, VCs, financial organizations, legal firms and Regulators.

Unique insights

Participate in 7 off-the-record panel discussions. Hear honest conversations and opinions that aren't shared on a "mainstream" stage.

Intimate networking

Get to know speakers and guests over breakfast, lunch and evening reception (featuring open bar and appetizers). Grow your network and explore new business opportunities.

Informal location

Joins us at the Historic Golden Gate Club, in San Francisco's Presidio Forest.

2022 Retreat Host

Sasha Pilch

Sasha is the co-founder of NYC Fintech Women, an organization with 8,000+ members across startups, traditional finance and VCs. Sasha is also Sales Lead at Pinwheel, a payroll connectivity API fintech company. Previously she worked at Ramp and Plaid (and Quovo before it was acquired by Plaid for $200M in 2019). Before making the jump into fintech, Sasha spent a decade working for large banks including Citi & RBS in London and Westpac & CBA in Sydney.

2022 Speakers

2022 Attending Organizations

Roles range from: Managing Directors and VPs to CxOs

- FDIC
- Mastercard
- TransUnion
- Fin VC
- Afterpay
- World Economic Forum
- Brightside
- KreditForce
- Sardine
- Checkout.com
- Mouro Capital
- Community Investment Management
- Kabbage
- Emerson Collective
- LoanPro
- Silicon Prairie Capital Partners
- Australian Trade & Investment Commission
- paymints.io
- Lohika
- MobileCoin
- Kiteworks
- Square
- Freedom Financial Network
- March Capital
- Artery Pay
- Mambu
- Experian
- MeasureOne
- Hemista
- PrimaHealth Credit
- Affirm
- City First Bank
- Open Raven
- Modern Treasury
- Cognito
- ConNext Bank
- Ondato
- PNC
- Unit21
- Bill.com
- Covered Insurance
- Ankura
- Dentons
- Maveron
- Apple
- Fort Ross Ventures
- Cambrian
- Cushion
- Atomic
- Xspaced
- Micruity
- First Republic Bank
- TifiPay
- Hummingbird Regtech
- Nyca Partners
- Arizona Department of Insurance & Financial Institutions
- Basis Theory
- SME Credit Pro
- Global Payments Experts
- Nav Technologies
- Thomvest Ventures
- SaasIQ
- Routefusion
- Innovis
- Fireblocks
- FairPlay
- Meta
- FalconX
- Cornerstone Title Company
- numo
- Carvana
- Regional Finance (RM)
- Solid
- Hello Iconic
- BBVA
- Longview Asset Management
- Sutton Bank
- Evolve Bank & Trust
- Finxact
- Bond
- Galileo
- Kearney & Company
- Naym
- Klarna
- Tribal Credit
- Allen & Overy LLP
- Bankrupt Debt Services
- Chime
- FBI
- Rapyd
- AnChain.AI
- FinGoal
- Gr4vy
- Blend
- BKAassets.com
- GDS Link
- BillGO
- Polsinelli
- ValueStream Ventures
- Cedar, Inc
- HF.Capital
- Sila
- FlemingMartin Executive Search
- Fidelity Investments
- Vectr Fintech Partners
- Matrix Capital Management
- GlobaliD
- Synapse
- StreeBeat
- NinjaEdge
- Blockdaemon
- ALT 5 Sigma
- Zero Hash
- GoDo
- AU10TIX
- Second Nature Learning
- Netspend
- Aire
- G73 Data (RE/MAX)
- Unum ID
- MVB Financial
- KLM Advisory
- Finicity
- Ocrolus
- Accelerex Holdings
- Arkose Labs
- Sora ID
- Fast
- HCL Technologies
- Empinfo
- Davis Wright Tremaine

What to expect


  • Limited attendance

    Only 175 participants will attend the retreat.
    Attendees include: Fintech startups, VCs, Financial organizations, Legal and Regulators.
    Roles range from: Managing Directors and VPs to CxOs.
  • Intimate networking

    Get to know speakers and guests over breakfast, lunch and evening reception (featuring open bar and appetizers).
    Grow your network and explore new business opportunities.
  • Unique insights

    Participate in 7 off-the-record panel discussions.
    Hear honest conversations and opinions that aren't shared on a "mainstream" stage.
  • Food and drinks

    Breakfast, Lunch, Drinks and Appetizers are included.
  • Informal location

    Joins us at the Historic Golden Gate Club, in the Presidio forest of San Francisco.

Location


San Francisco, California

Joins us at the Golden Gate Club in the Presidio forest in San Francisco. Built in 1949, it features views of the San Francisco Bay, the Golden Gate Bridge and Alcatraz.

Agenda

January 11th, 2022

10:00AM
Doors open. Lite Breakfast. Networking


11:00AM
Panel Discussion: Fintech Trends

Moderator

Rex Salisbury
Founder, Cambrian

Panelist

Kathryn Petralia
Co-founder, Kabbage from American Express

Panelist

David Galvan
VP, Business Development and Strategic Alliances - US Markets, Mastercard

Panelist

Raul Vazquez
CEO, Oportun

11:40AM
AMA: Regulation

Moderator

Tom Brown
Partner, Nyca Partners

Speaker

Jelena McWilliams
Chairman, FDIC

12:20PM
Panel Discussion: Payments

Moderator

Bradley Riss
Chief Commercial Officer, Checkout.com

Panelist

Eric Rosenthal
VP, Business Development and Strategic Alliances - US Markets, Rapyd

Panelist

Cindy O'Neill
President/ GM, BillGO Biller Solutions

Panelist

Allison Barr Allen
Co-Founder and COO, Fast

1:00PM
Lunch break. Networking


2:20PM
Panel Discussion: Social Impact

Moderator

Jillian Cohn
Partner, Mouro Capital

Panelist

Regina Wallace-Jones
COO, LendStreet

Panelist

Sheila Warren
Deputy Head of the Centre for the Fourth Industrial Revolution, Member of the Executive Committee, World Economic Forum

Panelist

Kareem Saleh
Founder & CEO, FairPlay

3:00PM
Panel Discussion: Fraud

Moderator

Carey OConnor Kolaja
CEO, AU10TIX

Panelist

Jonathan Yaron
Chairman & CEO, Kiteworks

Panelist

Soups Ranjan
Founder & CEO, Sardine

Panelist

Trisha Kothari
CEO and Co-founder, Unit21

3:40PM
Panel Discussion: Lending

Moderator

John Wirth
VP of FinTech, TransUnion

Panelist

Kevin Moss
FMR Chief Risk Officer, SoFi & Wells Fargo

Panelist

Sandeep Bhandari
FMR Chief Risk Officer, Affirm & Lending Club

Panelist

Joel Silverberg
Head of US Payment Methods, Klarna

4:20PM
Panel Discussion: Banking

Moderator

Logan Allin
Managing General Partner & Founder, Fin VC

Panelist

Jelena McWilliams
Chairman, FDIC

Panelist

Raghav Lal
Co-Founder & President, Solid

Panelist

Nick Thomas
Co-founder, Finicity

5:00PM
Open Bar. Appetizers. Networking


Past Retreats


Fintech Retreat 2021

January 19-20th, 2021.
Online

Fintech Retreat 2020

January 22nd, 2020.
Sand Hill Road, Menlo Park, California.
Interested in joining us as a speaker, partner or volunteer? get in touch ✌️