Agenda
We are excited to bring you another exciting week of events including insightful fireside chats from fintech thought-leaders, expert panel discussions, networking receptions, masterclasses and more.
Fintech at Full Throttle: We’re diving into the rapidly accelerating changes in our industry, technology, and world. But, how do we keep up with this high speed of digitization and manage potential risks? Join us, as we showcase the newest ideas, the latest advances in technology, and the boldest fintech entrepreneurs moving faster than the speed of light!
See the 2024 Agenda
Purchasing an event ticket gives you full access to the Fintech Sandbox Innovation Forum, our 2-day main stage conference hosted by Fintech Sandbox at the Federal Reserve Bank of Boston.
Additional events hosted by community partners and event sponsors will be held throughout the week at various locations. These events are also listed below and require individual registration, beyond the 2-day conference ticket. Please note these events are hosted by partners and may range from free/open to the public to invite-only.
- All
- Hosted by: Boston Women in FinTech
- Hosted by: Massachusetts Division of Banks
- **Conference Ticket Required**
- Hosted by: MassChallenge FinTech
- Hosted by: Babson College - Cutler Center and QuantUniversity
- Hosted by: Mass Fintech Hub
- Hosted by: Centers and Institutes at Babson College
- Hosted by: CFA Boston
- VIP
- Invite Only
- Masterclass
- Hosted by: Stratyfy
- Hosted by: 7Chord
- Sponsor-Hosted
- Hosted by: Boston RegTech Meetup
- Community-Hosted
- Fireside Chat
- Networking
- Panel
Build your agenda
Tuesday | October 15
Boston Fintech Week 2024 – Day 1
Various Locations - Boston, MA
- Day 1
Corporates & Startups Unite: Collaborative Innovation in FinTech – Fraud Prevention, Financial Planning & More
MassChallenge Office - 10 Fan Pier, 3rd Floor
-
- Gregg Stephens
- Digital Federal Credit Union
- Fraud Strategy Manager
-
- Catherine Lynch
- Citizens
- Head of Digital Experience & Human Centered Design
-
- Meghan Sutherland
- Fiverity
- CEO
-
- Mohammed Dastigir
- MassMutual
- Head of Fintech & Healthtech Partnerships
- Day 1
- Hosted by: MassChallenge FinTech
- Community-Hosted
- Panel
Brawn & Brain: Reimagine the Asset Management Value Chain with AI?
Babson Boston - 100 High Street, 12th Floor
-
- Bill Li
- Massachusetts Pension Reserves Investment Management
- Director - Senior Investment Officer
-
- Asha Mehta
- Global Delta Capital
- Managing Partner & CIO
-
- Gil Haddad
- Fidelity Investments
- Head of Advanced Strategies and Research
-
- John Dolan
- Summit Partners
- Director of Public Equities Marketing and Research
- Day 1
- Hosted by: CFA Boston
- Community-Hosted
- Panel
Digital Asset Ecosystem – Securing Financial Stability Through Innovation
Boston Federal Reserve - 4th Floor
-
- Corrine Vitolo
- Accenture
- North American Financial Services Industry Lead
-
- Spyridon Antonopoulos
- Solidus Labs
- Vice President Client Solutions
-
- Mike Norman
- Mike Norman
- Director of Token Economics & Engineering
-
- Jason Ward
- Fidelity Investments
- SVP, Head of FCAT Blockchain & Crypto
-
- Robert Gallic
- Mitre
- Chief Strategist - Digital Assets & Financial Markets
- Day 1
- Hosted by: Mass Fintech Hub
- Community-Hosted
- Panel
Navigating Fintech Hurdles: Solving Regulatory, UX, and Funding Questions in Fintech
Babson Boston - 100 High Street, 12th Floor
- Day 1
- Hosted by: Centers and Institutes at Babson College
- Community-Hosted
- Panel
The Importance of Tech Innovation
MassMutual Office - 10 Fan Pier, 13th Floor
-
- Biju Kk
- Fidelity Center for Applied Technology
- Head of Fintech Solutions
-
- Adam Fox
- MassMutual
- Head of Distribution Technology and Data Science
-
- Lisa Gold Shier
- Rippleshot
- Strategic Advisor
-
- Justin Whitehead
- Pebble Finance
- CEO & Co-Founder
-
- Jeff Tulloch
- Optimity
- Board Advisor
- Day 1
- Sponsor-Hosted
- Panel
The Future of Financial Services
MassMutual Office - 10 Fan Pier, 13th Floor
-
- Paul LaPiana
- MassMutual
- Head of Brand, Product and Affiliated Distribution
-
- Mike James
- NFP, an Aon Company
- Executive Vice President and Chief Sales Officer
-
- Chris Behling
- Northwestern Mutual
- Head of Risk Product Sales & Underwriting
-
- Cait Brumme
- MassChallenge
- CEO
- Day 1
- Sponsor-Hosted
- Panel
Fintech Regulation: Risk Management and Compliance
MassChallenge Office - 10 Fan Pier, 3rd Floor
-
- Cindy Begin
- Massachusetts Division of Banks
- First Deputy Commissioner of Banks
-
- Mary Gallagher
- Massachusetts Division of Banks
- Commissioner
- Day 1
- Hosted by: Massachusetts Division of Banks
- Community-Hosted
- Panel
Trends in Capital Markets & IPO Readiness
200 Clarendon St 23rd Floor Conference Center Boston, MA 02116
-
- Lindsay Long
- EY
- NY Fintech Leader, IPO Readiness Specialist
-
- Mark Schwartz
- EY
- IPO and SPAC Advisory Leader
-
- Sabina Zaman
- EY
- Partner, Financial Services - IPO Leader
-
- Meredith Moss
- Presidio Investors; Finomial
- Operating Partner; Former CEO
- Day 1
- Sponsor-Hosted
- Panel
The Greens: A Hands-On Workshop with FCAT’s Newest, Cloud-Based Financial Services Infrastructure Platform
Fidelity Office - 245 Summer St
- Day 1
- Masterclass
- Sponsor-Hosted
Boston Women in Fintech: Navigating the Digital Transformation in Expert Mode
Babson Boston - 100 High Street, 12th Floor
- Day 1
- Hosted by: Boston Women in FinTech
- Community-Hosted
- Panel
Battle of AI Innovators
Boston Federal Reserve - 4th Floor
-
- Ron Shevlin
- Cornerstone Advisors
- Chief Research Officer and Senior Contributor, Forbes
-
- Karan Kashyap
- Posh
- CEO & Co-founder
-
- Bill Gold
- Citizens Bank
- Head of Data & Analytics Commercial Bank and Head of AI/ML enterprise
-
- Brooke Ybarra
- American Bankers Association
- SVP, Innovation & Strategy
-
- Christian Lau
- Dynamo AI
- Co-founder & Chief Product Officer
-
- Vasilios Roussos
- Posh
- Board Advisor & CUSO Architect
-
- John Dithomas
- Federal Reserve Bank of Boston
- Director of Compliance & Data Privacy
- Day 1
- Hosted by: Mass Fintech Hub
- Community-Hosted
Fast, Furious & Fair – AI in Lending
Babson Boston - 100 High Street, 12th Floor
-
- Deniz Johnson
- Stratyfy
- Chief Operating Officer
-
- Abby Nguyen
- Eastern Bank
- Senior Vice President
-
- Laura Kornhauser
- Stratyfy
- CEO & Co-founder
-
- Erin Allard
- Prism Data
- CEO
- Day 1
- Hosted by: Stratyfy
- Community-Hosted
- Panel
Roadblocks to Growth + Networking with Homemade Mai Tai Cocktails by Wolf & Company
Wolf & Company Boston Office - 255 State Street
-
- Cecilia Frerotte, CPA
- Wolf & Company
- Principal
-
- Cristina Palladino, MBEC, CAMS, CCRS
- Wolf & Company
- Regulatory Compliance Senior
-
- Ryan J. Rodrigue, CISA, CISSP
- Wolf & Company
- Principal
-
- Tommy Marshall
- Fernbank Advisors
- Managing Director
- Day 1
- Sponsor-Hosted
- Panel
Fidelity Labs + Fidelity Center of Applied Technology’s Annual Fintech Networking Reception
Fidelity Investments Cafe - 245 Summer St
- Day 1
- Sponsor-Hosted
- Networking
Fintech Sandbox VIP Reception, Hosted by MassMutual
Invite-Only
- Day 1
- VIP
- Invite Only
- Networking
Wednesday | October 16
Boston Fintech Week 2024 – Day 2
Various Locations - Boston, MA
- Day 2
Fintech Sandbox Innovation Forum
Federal Reserve Bank of Boston
- Day 2
- **Conference Ticket Required**
Innovation Forum Check In
Fintech Sandbox Innovation Forum
- Day 2
- **Conference Ticket Required**
Pixel Perfect: Headshot Station by Klaar Photography
Fintech Sandbox Innovation Forum
- Day 2
- **Conference Ticket Required**
Networking Lounge
Fintech Sandbox Innovation Forum - Networking Lounge
- Day 2
- **Conference Ticket Required**
- Networking
Welcome Remarks
Fintech Sandbox Innovation Forum - Auditorium
-
- Sarah Biller
- Fintech Sandbox
- CoFounder
-
- Kelly Fryer
- Fintech Sandbox
- Executive Director / CEO
- Day 2
- **Conference Ticket Required**
The Flywire Journey: Fireside Chat with President & COO, Rob Orgel
Fintech Sandbox Innovation Forum - Auditorium
-
- Rob Orgel
- Flywire
- President and Chief Operating Officer
-
- Matt Hatch
- EY
- Partner, Americas FinTech Leader
- Day 2
- **Conference Ticket Required**
- Fireside Chat
The State of Banking & A Crystal Ball for What Lies Ahead
Fintech Sandbox Innovation Forum - Auditorium
-
- Reetika Grewal
- Wells Fargo
- Head of Digital, Commercial
Bank & Corporate
and Investment Bank
-
- Sarah Lamont
- F-Prime Capital
- Investor
-
- Nikhil Lele
- EY
- Banking & Capital Markets Leader
- Day 2
- **Conference Ticket Required**
- Panel
Roundtable Discussions: Leveraging AI and Blockchain in Project-Based Learning for Disruptive Innovation in Fintech, Supply Chain, and Entrepreneurship – brought to you by WPI Business School
Fintech Sandbox Innovation Forum - Roundtables
-
- Daniel Treku
- WPI Business School
- Assistant Teaching Professor of Information Systems
-
- Ardian Preci
- WPI Business School
- Director, Business Incubator
-
- Sara Saberi
- WPI Business School
- Associate Professor of Industrial Engineering
-
- Zhaoqi “ZQ” Cheng
- WPI Business School
- Assistant Professor of Information Systems
- Day 2
- **Conference Ticket Required**
- Networking
The New Gold: Building Financial Services with the Data of the Future
Fintech Sandbox Innovation Forum - Auditorium
-
- Sears Merritt
- MassMutual
- Head of Enterprise Technology & Experience (CIO)
-
- Tim Baker
- Blue-Sky Data Platform
- CEO
-
- Jorge Nario
- Fidelity Investments
- Head of FCAT (Fidelity Center for Applied Technology)
-
- Jean Donnelly
- Sandbox Banking
- Chief Operating Officer
- Day 2
- **Conference Ticket Required**
- Panel
Lunch Break on Your Own
Fintech Sandbox Innovation Forum
- Day 2
- **Conference Ticket Required**
Pixel Perfect: Headshot Station by Klaar Photography
Fintech Sandbox Innovation Forum
- Day 2
- **Conference Ticket Required**
Roundtable Discussions: Executive Briefing – Unlocking Financial AI & Capturing New, Hidden Customers, brought to you by Commonwealth
Fintech Sandbox Innovation Forum - Roundtables
-
- Paula Grieco
- Commonwealth
- SVP
-
- Elizabeth Dobrska
- Commonwealth
- Senior Director
-
- Rohini Manyam Seshasayee
- Commonwealth
- Senior Innovation Manager
- Day 2
- **Conference Ticket Required**
- Networking
Taking Off Like a Rocket: Fintech VC Trends & Predictions
Fintech Sandbox Innovation Forum - Auditorium
-
- Matt Harris
- Bain Capital Ventures
- Partner
-
- Jillian Williams
- Cowboy Ventures
- Partner
-
- Hans Morris
- Nyca
- Managing Partner
-
- Melia Russell
- Insider
- Senior Tech Correspondent
- Day 2
- **Conference Ticket Required**
- Panel
Why I’m Optimistic: What Is on the Horizon for Technology & Innovation in Financial Services
Fintech Sandbox Innovation Forum - Auditorium
-
- Sunil Sachdev
- Fiserv
- Head of Embedded Finance
-
- Andrew Gallucci
- Circle
- Head of Regulatory Strategy
-
- Kristen Castell
- Center for Accelerating Financial Equity (CAFE)
- Managing Director
- Day 2
- **Conference Ticket Required**
- Panel
Boston Tea Party: Spilling the Tea About Enterprise Partnerships
The Palm Boston 1 International Pl
-
- Rahul Baig
- Wells Fargo
- Managing Director, Head of Venture Capital Coverage
-
- Rob Guild
- Wells Fargo
- Strategic Partnerships
-
- Katy Nelson
- Andreessen Horowitz
- Partner & Head of Fintech GTM
-
- Kimberly Monty Holzel
- Goodwin
- Partner
- Day 2
- Sponsor-Hosted
- Networking
Mass Fintech Hub on The Future of Fintech
MassMutual Office - 10 Fan Pier, 13th Floor
-
- Sears Merritt
- MassMutual
- Head of Enterprise Technology & Experience (CIO)
-
- Julieann Thurlow
- Reading Cooperative Bank
- President & CEO
- Day 2
- Hosted by: Mass Fintech Hub
- Community-Hosted
- Fireside Chat
Closing Remarks
Fintech Sandbox Innovation Forum - Auditorium
- Day 2
- **Conference Ticket Required**
Roundtable Discussions: How to Get Media Coverage: Tips & Tricks on Pitching to the Press – brought to you by Fintech Sandbox
Fintech Sandbox Innovation Forum - Roundtables
-
- Grace Keith Rodriguez
- Caliber
- CEO
- Day 2
- **Conference Ticket Required**
- Networking
The FinTech Palette: The Art of Navigating Innovation at Speed + Networking Over Drinks and Hors d’oeuvres
BOS21 - Amazon, 55 Pier 4 Boulevard, Boston, MA 02210
-
- Usama Fayyad
- Institute for Experiential AI at Northeastern University; Open Insights
- Executive Director (Northeastern University); Chairman (Open Insights)
-
- Biju Kk
- Fidelity Center for Applied Technology
- Head of Fintech Solutions
-
- Michelle Bonat
- AI Squared
- Chief AI Officer
-
- Brian Clifford
- Amica
- Chief Data Officer
- Day 2
- Sponsor-Hosted
- Panel
Climate Fintech Cocktail Hour by MassMutual Ventures, Energize Capital, and Mintz
Invite-Only
- Day 2
- Invite Only
- Sponsor-Hosted
- Networking
Official Boston Fintech Week Conference Day 1 Reception: “Bourbon & Bites” by Caliber
Invite-Only
- Day 2
- VIP
- Invite Only
Elections, Economics, and Geopolitics: Is 2024 Over Yet?
Invite-Only
- Day 2
- Invite Only
- Hosted by: 7Chord
- Community-Hosted
- Networking
Thursday | October 17
Boston Fintech Week 2024 – Day 3
Various Locations - Boston, MA
- Day 3
Fintech Sandbox VIP Breakfast
Invite-Only
- Day 3
- VIP
- Invite Only
Fintech Sandbox Innovation Forum
Federal Reserve Bank of Boston
- Day 3
- **Conference Ticket Required**
Innovation Forum Check In
Fintech Sandbox Innovation Forum
- Day 3
- **Conference Ticket Required**
Pixel Perfect: Headshot Station by Klaar Photography
Fintech Sandbox Innovation Forum
- Day 3
- **Conference Ticket Required**
Networking Lounge
Fintech Sandbox Innovation Forum - Networking Lounge
- Day 3
- **Conference Ticket Required**
- Networking
Welcome Remarks
Fintech Sandbox Innovation Forum - Auditorium
-
- Brian Cabanban
- Fintech Sandbox
- Partnerships Director
-
- Kelly Fryer
- Fintech Sandbox
- Executive Director / CEO
- Day 3
- **Conference Ticket Required**
AI and the Fraud Explosion: Strategies for Real-Time Defense with the Co-Founder of Sardine
Fintech Sandbox Innovation Forum - Auditorium
-
- Jackie Shoback
- 1414 Ventures
- Co-Founder & Managing Director
-
- Aditya Goel
- Sardine
- Cofounder & COO
- Day 3
- **Conference Ticket Required**
- Fireside Chat
Masters of Disaster – Insurtech in the Age of Rapid Technology Change
Fintech Sandbox Innovation Forum - Auditorium
-
- Tricia Abella
- Global Atlantic Financial Group
- Senior Vice President – Investments Technology Program Leader
-
- Philip Edmundson
- Edmus Ventures
- Managing Partner
-
- Eric Hanselman
- S&P Global Market Intelligence
- Chief Analyst
- Day 3
- **Conference Ticket Required**
- Panel
A $2T Mystery: The Ins & Outs of Private Company Credit
Fintech Sandbox Innovation Forum - Auditorium
-
- Shari Noonan
- Rialto Markets
- CEO & Co-Founder
-
- Scott Weller
- EnFi
- Co-Founder & CTO
-
- Sarah Biller
- Fintech Sandbox
- CoFounder
- Day 3
- **Conference Ticket Required**
- Fireside Chat
Lunch Break on Your Own
Fintech Sandbox Innovation Forum
- Day 3
- **Conference Ticket Required**
Pixel Perfect: Headshot Station by Klaar Photography
Fintech Sandbox Innovation Forum
- Day 3
- **Conference Ticket Required**
Roundtable Discussions: Navigating the Funding Landscape – Insights from VCs, Angels, and Experts – brought to you by Fintech Sandbox
Fintech Sandbox Innovation Forum - Roundtables
-
- Sarah Lamont
- F-Prime Capital
- Investor
-
- Kelly Shaw
- Vestigo Ventures
- Partner
-
- Mansi Parikh
- Wells Fargo Strategic Capital
- Executive Director, Principal Technology Investments
-
- Matthew Reardon
- Goodwin
- Partner
- Day 3
- **Conference Ticket Required**
- Networking
The Lifelong Journey: Empowering Financial Well-being & Innovations in Workplace Benefits
Fintech Sandbox Innovation Forum - Auditorium
-
- Tim Flacke
- Commonwealth
- Executive Director & Co-Founder, Commonwealth
-
- Edward Gottfried
- Betterment
- Senior Director of Product
-
- George Lambert
- Vestwell
- VP, Work Solutions Sales
-
- Kimberly Monty Holzel
- Goodwin
- Partner
- Day 3
- **Conference Ticket Required**
- Panel
Roundtable Discussions: Stop Wasting Resources – How to Efficiently Scale Your FinTech Business, brought to you by Outrigger Group
Fintech Sandbox Innovation Forum - Roundtables
-
- Evan Schnidman
- Outrigger Group
- Co-Founder & CEO - Head of Data, Technology & GTM Advisory
-
- Brian Peterson
- Outrigger Group
- Co-Founder & COO - Head of Finance & Operations Advisory
-
- Brian Moulton
- Outrigger Group
- Technology Leadership & Due Diligence Advisory
-
- Jon Ryan
- Outrigger Group
- Head of Marketing & Communications Advisory
- Day 3
- **Conference Ticket Required**
- Networking
Accelerate Product Delivery Using Generative AI and Smart Contracts
WeWork - 77 Sleeper Street
- Day 3
- Masterclass
- Sponsor-Hosted
Faces of Fintech in Boston
Fintech Sandbox Innovation Forum - Auditorium
-
- Jeffrey Glass
- Hometap
- CEO
-
- Greg Palmer
- Finovate
- VP and Host
-
- Stanley Rameau
- Renavest
- CEO
-
- Madalyn Armijo
- Dispatch
- Co-Founder & COO
- Day 3
- **Conference Ticket Required**
- Panel
Closing Remarks
Fintech Sandbox Innovation Forum - Auditorium
- Day 3
- **Conference Ticket Required**
Official Closing Reception: Fintech After Dark, by F-Prime Capital, Underscore VC, and Silicon Valley Bank (SVB), a division of First Citizens Bank
Invite-Only
- Day 3
- Invite Only
- VIP
- Networking
Friday | October 18
Boston Fintech Week 2024 – Day 4
Various Locations - Boston, MA
- Day 4
Female Founders & Funders: Fintech Breakfast
Invite-Only
- Day 4
- Invite Only
- Sponsor-Hosted
- Networking
AI and Investing: What You Need to Know in 2024 and Beyond
Babson Boston - 100 High Street, 9th Floor
-
- Sri Krishnamurthy
- Quant University
- Founder
-
- Anish Shah
- Fidelity Investments
- PhD, CFA Quantitative Analyst, Systematic Equity Strategies
-
- Dushyant Shahrawat
- Rosenblatt Securities
- Director, FinTech Investment Banking
-
- John Hawthorne
- Two Lanterns Venture Capital
- Founder and Managing Director
-
- John Werner
- Link Ventures
- Managing Director
- Day 4
- Masterclass
- Hosted by: Babson College - Cutler Center and QuantUniversity
- Community-Hosted
Capital & Career – A Day in the Life of an Entrepreneur
Boston Federal Reserve - 4th Floor
-
- Kristen Craft
- Fidelity Private Shares
- Vice President, Business Partner Manager
-
- Ardian Preci
- WPI Business School
- Director, Business Incubator
-
- Tony Cerce
- ProsperOn
- Co-founder & CEO
-
- Yixiao (Ethan) Jiang
- Western New England University
- Assistant Professor of Finance
-
- Alicia Tulsee
- Moxie Scrubs
- Founder & CEO
-
- Božanka Vitanova
- TeamLift
- Founder & CEO
- Day 4
- Hosted by: Mass Fintech Hub
- Community-Hosted
- Panel
Demystifying AI Risks: See how actual AI companies address them in real time!
DataRobot - 225 Franklin St 13th floor, Boston, MA 02110
-
- Greg Woolf
- AI Think Tank
- CEO
-
- Deniz Johnson
- Stratyfy
- Chief Operating Officer
-
- Noa Srebrnik
- Citrusx
- CEO
-
- Jessica Lin
- DataRobot
- Lead Data Scientist
-
- Mary Kopczynski
- RegAlytics
- CEO
- Day 4
- Hosted by: Boston RegTech Meetup
- Community-Hosted
- Panel
Making your 1st, 10th, and 100th Angel Investment: Best Practices for Getting Started & Scaling
Federal Reserve Bank of Boston - 4th Floor
-
- Kristen Craft
- Fidelity Private Shares
- Vice President, Business Partner Manager
-
- Selom Azuma
- Staples
- Senior Director, Project Management & Strategy
-
- Allison Byers
- Scroobious
- Founder & CEO
-
- David Chang
- Hunt Club / TBD Angels
- GM / Co-founding Member
- Day 4
- Hosted by: Mass Fintech Hub
- Community-Hosted
- Networking
Tickets are now available for our 2-day main stage conference, the Fintech Sandbox Innovation Forum on October 16 - 17. Purchasing a ticket grants you access to exclusive keynotes, networking events, conference app, and more!
Tickets are nonrefundable and nontransferable.
-
$295 Early-Bird Price Get 25% off today! Discount ends on August 2nd. Get Ticket
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$395 Standard Price Available Aug 3 - Sep 20 Get Ticket
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$495 Last Chance Price Ticket sales close on Oct 15 at 8pm ET! Get Ticket
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25% off Bulk Discount Get 25% with purchases of 4+ tickets. Available Aug 3 - Oct 15. Cannot be combined with any other discounts. Purchase 4+ Tickets
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Tickets for Early-Stage Founders Apply for a complimentary ticket by Friday, October 11 Given our mission to support early-stage fintech founders, we are happy to provide free tickets to eligible early-stage startups/entrepreneurs who meet the general requirements of our programs. Apply
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Student Tickets Must be a *current* undergraduate or graduate student. Student ID and email address required to register. A very limited number of student tickets are available. Please only register if you are fully committed to attending the conference.
Undergrad students are not eligible to have access to the conference networking app. Get Ticket