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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!

When & Where

**Purchasing an event ticket gives you full access to the 2-day conference hosted by Fintech Sandbox taking place October 11 and 12th 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.

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    October 10 - 13, 2023
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    Federal Reserve Bank of Boston | Boston, MA

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Tuesday | October 10

8:30 AM ET

Morningstar + Accenture: Rethinking Capital Markets with GenAI, The impact on asset and wealth management, challenges, and a glimpse of what is to come.

2 hours 30 minutes

Invite Only - Email Lawrence.Johnson@morningstar.com to request an invite.

Sponsored By:
Morningstar
  • Day 1
  • Sponsor-Hosted
  • Networking
  • Panel
9:00 AM ET

Welcome to Boston Fintech Week! Drop in Coffee & Networking with Fintech Sandbox

1 hour 15 minutes

Babson Boston Coworking Space - 140 Federal Street

  • Day 1
  • Networking
RSVP
9:30 AM ET

AI in Asset Management: Practitioners share real world applications and thoughts about the future

1 hour

Babson College, 100 High St

  • Day 1
  • Hosted by: CFA Boston
  • Community-Hosted
RSVP
10:30 AM ET

Embracing Diversity in FinTech: Innovating for Inclusion

1 hour 30 minutes

MassChallenge HQ, 10 Fan Pier

Featuring:
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    • Craig J. Lewis
    • Gig Wage
    • Founder and CEO
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    • Afroza Damji
    • MassChallenge
    • Director of Strategic Projects
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    • Deniz Johnson
    • Stratyfy
    • Chief Operating Officer
  • Day 1
  • Hosted by: MassChallenge FinTech
  • Community-Hosted
  • Panel
RSVP
11:45 AM ET

Founder Luncheon: Payments Unbound, hosted by JPMorgan

2 hours

Invite Only

Featuring:
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    • David Jegen
    • F-Prime Capital
    • Managing Partner | CoFounder FinTech Sandbox
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    • Jennifer Perry
    • JPMorgan Chase & Co.
    • Managing Director
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    • Allison MacLeod
    • Flywire
    • Chief Marketing Officer
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    • Michel Rbeiz
    • Toast
    • General Manager, FinTech
Sponsored By:
JP Morgan
  • Day 1
  • Sponsor-Hosted
  • Networking
  • Panel
Request an Invite
12:00 PM ET

Mass Fintech Ecosystem Highlights Luncheon

1 hour 30 minutes

Invite Only

Featuring:
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    • Sarah Biller
    • Executive Director of Vantage Ventures
    • CoFounder of FinTech Sandbox & CMX
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    • Mike Fanning
    • Former Head of MassMutual U.S.
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    • Yvonne Hao
    • Commonwealth of Massachusetts
    • Secretary of Economic Development
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    • Pat Larkin
    • MassTech Collaborative & Innovation Institute at MassTech
    • Deputy Director & Director
  • Day 1
  • Hosted by: Mass Fintech Hub
  • Fireside Chat
  • Networking
1:00 PM ET

Expansion, Opportunities and the Future of FinTech

1 hour

Babson College, 100 High St

  • Day 1
  • Hosted by: Boston Women in FinTech
  • Community-Hosted
  • Networking
  • Panel
RSVP
1:00 PM ET

Fintech Regulation: The Importance of Risk Management & Compliance with the MA Division of Banks

1 hour

CIC - 50 Milk Street, Boston

Featuring:
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    • Mary Gallagher
    • Massachusetts Division of Banks
    • Commissioner
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    • Cindy Begin
    • Massachusetts Division of Banks
    • Fisrt Deputy Commissioner of Banks
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    • Paul Gibson
    • Massachusetts Division of Banks
    • Senior Deputy Commissioner
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    • Corey Burrows
    • Massachusetts Division of Banks
    • Licensing Manager
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    • Christopher Shea
    • Massachusetts Division of Banks
    • Cyber/IT/Fintech Examiner
  • Day 1
  • Hosted by: Massachusetts Division of Banks
  • Community-Hosted
  • Panel
RSVP
1:30 PM ET

From Private Funding to IPO – What’s Changing and How to Prepare

1 hour

EY Boston Office, 200 Clarendon Street, Boston MA, 23rd Floor

Featuring:
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    • Matt Hatch
    • EY
    • Partner, Americas FinTech Leader
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    • Lindsay Long
    • EY
    • NY Fintech Leader, IPO Readiness Specialist
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    • Stephen Lambrix
    • EY
    • Private Capital Advisory Lead
Sponsored By:
EY
  • Day 1
  • Sponsor-Hosted
  • Panel
RSVP
2:00 PM ET

On The Brink: Student Bootcamp

3 hours

Boston Federal Reserve

Featuring:
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    • Mohammad Dastigir
    • MassMutual
    • Head of Fintech & Healthtech Partnerships
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    • Sara Saberi
    • WPI
    • Assistant Professor
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    • Rob Sarnie
    • WPI
    • Professor of Finance/Fintech
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    • Carlo Guerriero
    • Eastern Bank
    • Chief Systems Officer
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    • Joe Mancini
    • BankProv
    • Chief Operating Officer
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    • Marcel Blais
    • WPI
    • Professor of Teaching
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    • Justin Walsh
    • Wolf & Company
    • Business Analyst
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    • Claire Verville
    • M&T Bank
    • Fintech Partnerships
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    • Jason Hoch
    • Massachusetts Technology Collaborative
    • Deputy Director, Innovation Institute
  • Day 1
  • Hosted by: Mass Fintech Hub
  • Student Track
Learn more
3:00 PM ET

Show Me the Money! The State of PE & VC Funding in the Fintech Space – Panel & Happy Hour

2 hours

Wolf & Company Office, 255 State Street, Boston, MA

Featuring:
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    • Scott Goodwin
    • Wolf & Company
    • Principal of the Firm
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    • Greg Woolf
    • FiVerity
    • CEO & Founder
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    • Adam Kerr
    • Mendoza Ventures
    • Senior Partner
Sponsored By:
Wolf & Co
  • Day 1
  • Sponsor-Hosted
  • Networking
  • Panel
RSVP
4:30 PM ET

FinMix Network Reception hosted by Fidelity Labs and FCAT

2 hours

245 Summer Street, Boston

Sponsored By:
Fidelity Labs
  • Day 1
  • Sponsor-Hosted
  • Networking
RSVP
5:00 PM ET

Happy Hour with the HBS Fintech Club

2 hours

JFK Memorial Park

  • Day 1
  • Hosted by: HBS FinTech Club
  • Networking
RSVP
6:00 PM ET

Boston Fintech Week VIP Opening Reception

2 hours

Invite-Only

Sponsored By:
Vestigo Ventures
  • Day 1
  • Networking

Wednesday | October 11

8:00 AM ET

Boston Fintech Week VIP Welcome Breakfast

1 hour 15 minutes

Invite Only

  • Day 2
  • Networking
8:00 AM ET

The Future of FinTech is Female – Breakfast

2 hours

RSVP to see location

Sponsored By:
Fidelity Labs
  • Day 2
  • Sponsor-Hosted
  • Networking
RSVP
8:30 AM ET

Check-In

1 hour

Boston Federal Reserve

  • Day 2
  • **Conference Ticket Required
9:30 AM ET

Welcome Remarks

15 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Sarah Biller
    • Executive Director of Vantage Ventures
    • CoFounder of FinTech Sandbox & CMX
  • Day 2
  • **Conference Ticket Required
9:45 AM ET

Fintech on the Move: Building Infrastructure for Global Financial Mobility

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Michael Schlein
    • Accion
    • President and CEO
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    • Marcos Peralta
    • Mastercard
    • Senior Vice President of Localization Strategy Deployment
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    • Matt Hatch
    • EY
    • Partner, Americas FinTech Leader
  • Day 2
  • **Conference Ticket Required
  • Fireside Chat
10:30 AM ET

Through the Crystal Ball: VC & Fintech Trends with Pamela Aldsworth, Head of VC Coverage at J.P. Morgan

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Pamela Aldsworth
    • JPMorgan Chase & Co.
    • Head of VC Coverage
  • Day 2
  • **Conference Ticket Required
  • Fireside Chat
11:15 AM ET

Laying New Rails: FedNow & Real Time Payments

45 minutes

Boston Federal Reserve

Featuring:
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    • Dan Anthony
    • Federal Reserve Bank of Boston
    • SVP and CIO, FedNow
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    • Reetika Grewal
    • Wells Fargo
    • Head of Digital, Commercial
      Bank & Corporate
      and Investment Bank
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    • Yana Miles
    • American Fintech Council
    • General Counsel and SVP, Head of Regulatory Affairs
  • Day 2
  • **Conference Ticket Required
  • Fireside Chat
12:00 PM ET

Lunch Break on Your Own

1 hour 15 minutes
  • Day 2
  • **Conference Ticket Required
  • Networking
12:00 PM ET

Boston Fintech Week Private Lunch & Roundtable Discussion

1 hour 15 minutes

Invite Only

Sponsored By:
InterSystems
Eficens
  • Day 2
  • Networking
12:45 PM ET

Pixel Perfect: Headshot Station by Klaar Photography

45 minutes

Boston Federal Reserve

  • Day 2
  • **Conference Ticket Required
1:00 PM ET

Networking: Fintech Table Topics

30 minutes

Networking Lounge - Boston Federal Reserve

  • Day 2
  • **Conference Ticket Required
  • Networking
1:30 PM ET

On Our Block: The Future of Blockchain in Financial Services

45 minutes

Boston Federal Reserve

Featuring:
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    • Paul Brody
    • EY
    • Principal & Global Blockchain Leader
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    • Gordon Liao
    • Circle
    • Chief Economist
Sponsored By:
EY
  • Day 2
  • **Conference Ticket Required
  • Panel
2:00 PM ET

Fintech Sandbox Founders Meetup

1 hour

Invite Only

  • Day 2
  • Networking
2:15 PM ET

Building for Employees: Innovative Workplace Infrastructure for Financial Inclusion

45 minutes

Boston Federal Reserve

Featuring:
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    • Emily Kolle
    • Fidelity Workplace Investing
    • Vice President, Product Management
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    • Bjorn Larson
    • Life. Money. You., LLC
    • Executive Director
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    • Tom Spann
    • Brightside
    • CEO
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    • Michelle Carter
    • Commonwealth
    • Senior Vice President
Sponsored By:
commonwealth
  • Day 2
  • **Conference Ticket Required
  • Panel
3:00 PM ET

Fintech Speed Networking

1 hour

New England Room - Boston Federal Reserve

  • Day 2
  • **Conference Ticket Required
  • Networking
3:00 PM ET

Break

15 minutes

Auditorium - Boston Federal Reserve

  • Day 2
  • **Conference Ticket Required
  • Networking
3:15 PM ET

Building on Main Street: Leveraging Fintech Infrastructure & Financing to Support SMBs

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Kimberly Holzel
    • Goodwin
    • Partner, Financial Industry, Consumer Financial Services and Fintech practices
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    • Kris Puskar
    • Eastern Bank
    • Business Banking Sales and Innovation Director
  • Day 2
  • **Conference Ticket Required
  • Panel
3:30 PM ET

Generating Innovation: Getting Practical with Generative AI

1 hour 30 minutes

AWS Seaport: 55 Pier 4 Blvd, Boston

Featuring:
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    • Vipin Mayar
    • Fidelity Investments
    • VP, Head of AI Innovation
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    • Taryn Tirrell
    • Liberty Mutual
    • VP, Head of Enterprise Incubation
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    • Jed Maczuba
    • Advisor 360
    • SVP, Chief Technology Officer
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    • Christopher Walsh
    • DTCC
    • Executive Director, Head of Enterprise Intelligence
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    • George White
    • Slalom
    • Director of Business Transformation
Sponsored By:
Slalom
  • Day 2
  • Sponsor-Hosted
  • Networking
  • Panel
RSVP
4:00 PM ET

The Future of Digital Identity in Fintech

45 minutes

Auditorium - Boston Federal Reserve

  • Day 2
  • **Conference Ticket Required
  • Panel
5:00 PM ET

Fintech Gather and Connect with SVB & MMV

3 hours

Invite Only

Sponsored By:
SVB
MassMutual
  • Day 2
  • Sponsor-Hosted
  • Networking
Request an Invite
5:30 PM ET

Official Boston Fintech Week Conference Day 1 Reception: “Bourbon & Bites” by Caliber

2 hours

Invite Only

Sponsored By:
The Financial Revolutionist
  • Day 2
  • Sponsor-Hosted
  • Networking
Request an Invite
6:00 PM ET

Bridging the Gap: How the Future of Fintech Will Impact Unrepresented Communities

2 hours

MassChallenge HQ, 10 Fan Pier, Boston

  • Day 2
  • Hosted by: Renavest
  • Community-Hosted
  • Networking
  • Panel
RSVP

Thursday | October 12

8:30 AM ET

Check-In

1 hour

Boston Federal Reserve

  • Day 3
  • **Conference Ticket Required
9:30 AM ET

Welcome Remarks

15 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Kelly Fryer
    • FinTech Sandbox
    • Executive Director
  • Day 3
  • **Conference Ticket Required
9:45 AM ET

The Bot in the Room: Harnessing Generative AI to Build Bold Fintech

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Ron Shevlin
    • Cornerstone Advisors
    • Chief Research Officer and Senior Contributor, Forbes
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    • Jay Schuren
    • DataRobot
    • Chief Customer Officer, GM Generative AI
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    • David Kadio-Morokro
    • EY
    • Principal, Innovation Leader, US Financial Services Consulting
  • Day 3
  • **Conference Ticket Required
  • Panel
10:30 AM ET

Fintech Founders Unplugged: A Conversation with CEO and Co-Founder of OpenInvest

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Conor Murray
    • OpenInvest
    • Cofounder & CEO
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    • Lucia Maffei
    • Boston Business Journal.
    • Technology Reporter
  • Day 3
  • **Conference Ticket Required
  • Fireside Chat
11:15 AM ET

Exclusive Conversation with Lou Maiuri, COO of State Street

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Lou Maiuri
    • State Street
    • President, Chief Operating Officer, and Head of Investment Services
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    • Sarah Biller
    • Executive Director of Vantage Ventures
    • CoFounder of FinTech Sandbox & CMX
  • Day 3
  • **Conference Ticket Required
  • Fireside Chat
12:00 PM ET

Lunch Break on Your Own

1 hour 15 minutes
  • Day 3
  • Networking
12:45 PM ET

Pixel Perfect: Headshot Station by Klaar Photography

45 minutes

Boston Federal Reserve

  • Day 3
  • **Conference Ticket Required
1:00 PM ET

Networking: Fintech Table Topics

30 minutes

Networking Lounge - Boston Federal Reserve

  • Day 3
  • **Conference Ticket Required
  • Networking
1:30 PM ET

From Bots to Banking: AI Applications in Financial Services

45 minutes

Boston Federal Reserve

Featuring:
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    • Mark Casady
    • Vestigo Ventures
    • Founder & General Partner
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    • Kleida Martiro
    • Glasswing Ventures
    • Partner
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    • Frazer Anderson
    • Vestigo Ventures
    • Principal
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    • Samara Gordon
    • Hyperplane
    • General Partner
Sponsored By:
Vestigo Ventures
  • Day 3
  • **Conference Ticket Required
  • Panel
2:15 PM ET

Opening the Door: The Future of Open Banking in Fintech

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Phil Goldfeder
    • American Fintech Council
    • CEO
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    • Emily Pirnack
    • Orum
    • Head of Product
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    • Matt Valente
    • FIS
    • Head of Strategy, Platform
  • Day 3
  • **Conference Ticket Required
  • Panel
3:00 PM ET

Break

15 minutes

Auditorium - Boston Federal Reserve

  • Day 3
  • **Conference Ticket Required
  • Networking
3:15 PM ET

State of Fintech: F-Prime Capital Fintech Index Highlights

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Abdul Abdirahman
    • F-Prime Capital
    • Senior Associate
Sponsored By:
F-Prime
  • Day 3
  • Masterclass
  • **Conference Ticket Required
4:00 PM ET

Laying the Foundation: Digital Infrastructure for Modern Banking

45 minutes

Auditorium - Boston Federal Reserve

Featuring:
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    • Jonah Crane
    • Klaros Group
    • Partner
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    • Michael Haney
    • Galileo
    • Head of Product Strategy
  • Day 3
  • **Conference Ticket Required
  • Panel
4:30 PM ET

Boston FinTech Founders Demo Day

2 hours

RSVP to see location

Sponsored By:
Rise by Barclays
  • Day 3
  • Sponsor-Hosted
RSVP
5:30 PM ET

Fintech After Dark Reception by F-Prime Capital & Underscore VC

3 hours

Invite Only

Sponsored By:
F-Prime
  • Day 3
  • Sponsor-Hosted
  • Networking

Friday | October 13

8:30 AM ET

Female Founders & Funders: Fintech Breakfast

2 hours

Invite Only

Sponsored By:
F-Prime
  • Day 4
  • Sponsor-Hosted
  • Networking
Apply for the Waitlist
9:00 AM ET

AI and Investing: Analyzing the Current Trends and Opportunities

1 hour

Babson College, 100 High St

Featuring:
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    • Dushyant Shahrawat
    • Rosenblatt Securities
    • Director, FinTech Investment Banking
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    • Sri Krishnamurthy
    • Quant University
    • Founder
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    • Kleida Martiro
    • Glasswing Ventures
    • Partner
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    • Anish Shah
    • Smartleaf Asset Management
    • PhD, CFA, Financial Engineering
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    • Arun Verma
    • Bloomberg, LP
    • PhD, Head of Quantitative Research Solutions
  • Day 4
  • Hosted by: Babson
  • Community-Hosted
  • Networking
  • Panel
RSVP
10:00 AM ET

From Operator To Angel Investor

1 hour

Boston Federal Reserve

Featuring:
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    • Dianne Hessan
    • C Space & Salient Ventures
    • Chairman & Chief Executive Officer
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    • Ashley Nagle Eknaian
    • Eastern Bank
    • Chief Digital Officer
  • Day 4
  • Hosted by: Mass Fintech Hub
  • Community-Hosted
  • Fireside Chat
  • Networking
RSVP
10:30 AM ET

Masterclass: GenAI in Fintech

1 hour 30 minutes

Babson College, 100 High St

Featuring:
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    • Sri Krishnamurthy
    • Quant University
    • Founder
  • Day 4
  • Hosted by: Quant University
  • Community-Hosted
RSVP
11:00 AM ET

Demystifying AI: Perspectives from Startups, Data Scientists and Regulators

1 hour

CIC - 50 Milk Street, Boston

Featuring:
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    • Chuck Senatore
    • Senatore Consulting Group
    • Principal
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    • Dan New
    • EY
    • Managing Director - New England FinTech Leader
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    • Adam Fox
    • MassMutual
    • Head of Distribution Technology and Data Science
  • Day 4
  • Hosted by: Boston RegTech Meetup
  • Community-Hosted
  • Panel
RSVP
12:00 PM ET

Fintech Forum: The Future of Insurance Innovation

1 hour 30 minutes

Boston Federal Reserve

Featuring:
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    • Rich Napolatino
    • Advisor 360
    • Chief Executive Officer
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    • Kate Terry
    • Surround Insurance
    • Cofounder & COO
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    • John Rugel
    • MassMutual
    • Head of Operations
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    • Kartik Sakthivel
    • LIMRA, LOMA, LL GLOBAL, Inc.
    • Vice President and Chief Information Officer and Regional Chief Executive Officer - Asia West
  • Day 4
  • Hosted by: Mass Fintech Hub
  • Community-Hosted
  • Panel
RSVP