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Events

Fintech Banking School

Hosted by: Nelson Mullins

Nelson Mullins’ Financial Regulatory Team is hosting, "Fintech Banking School," on August 26, as a kickoff to Fintech South 2024, the largest Fintech conference in the Southeast and takes place on August 27 and 28. This program was developed to offer Fintech South attendees (as well as other banking, fintech, and financial services professionals) an extended opportunity to connect and further discuss important Fintech topics.

Attendees can look forward to dynamic discussions and engaging speakers focused on the larger Fintech industry, as well as specific tracks for banks, Fintechs, compliance, and Diversity, Equity, and Inclusion. Attendees will also have the opportunity to connect with other professionals during our networking reception at the close of the day. View the preliminary agenda below.

Stay tuned for more information on speakers and updates to the agenda. Click here to contact us for any questions.

Agenda:

9-10 a.m. Check In and Light Breakfast

10-10:15 a.m. Opening Remarks and Welcome

Brad Rustin, Nelson Mullins

10:15-11:30 a.m. State of the Industry

Panelists:

Adam Aspes, Managing Partner, JAM Special Opportunity Ventures
Will Brackett, Managing Director, Performance Trust Capital Partners 
Walt Cox, Head of Partner Banking, Valley Bank
Rob Klingler, Financial Services Partner, Nelson Mullins
Brad Rustin, Chair, Financial Regulatory Practice at Nelson Mullins (Moderator)
 

11:30 a.m.-1 p.m. Lunch

1-3:30 p.m. Breakouts

Track 1: Business Side for Bankers & Fintechs

First Panel (1-2:00 pm ET): The Economics of Bank/FinTech partnerships

Panelists:
Chelsie Cooper, Founder & CEO, Approvely
Maria Roscoe, Director of Electronic Payments, Valley Bank
Matt West, Founder, Xenios
Lashania White, Associate, Nelson Mullins (Moderator)

Second Panel (2:15 to 3:15 pm): Driving Growth 

Panelists:
Jason Chorlins, Principal-Risk Advisory, Kaufman Rossin & Co.
Adam Ginsberg, Vice President, Relay Payments 
Helen Herring, Sr. Vice President of FinTech and Strategic Partnerships, First Century Bank
Kevin Tran, Financial Services Partner, Nelson Mullins (Moderator)

Track 2: Compliance

First Panel (1:00 to 2:00 pm): An Examination of the Regulators

Panelists:
Chelsie Forys, Director of Compliance, Unit
Kirsten Muetzel, Founder, KLM Advisory LLC 
Neepa Patel, Founder, Themis
Brandi Reynolds, Managing Director, Bats Group 
Craig Nazzaro, Financial Services Partner, Nelson Mullins (Moderator)

Second Panel (2:15 to 3:15 pm): The Future of Third-Party Oversight

Panelists:
Gracie Ortiz, Chief Operating Officer, DataSeers
Robert Raynor, Director of Compliance, Paymentus
Terri Sands, Managing Director of Regulatory Compliance, Stout
Liz Donaldson, Financial Services Partner, Nelson Mullins (Moderator)

3:30-4 p.m. Break 

4-5 p.m. Threading DEI through the Compliance Needle for Fintechs and Banks, presented by Nelson Mullins’ Women in Fintech (“WinFin”)

Speakers:
Lindsay Yousif, Ally Bank
Erin Kolmansberger, Financial Services Partner, Nelson Mullins

5-7 p.m. Networking Reception

Aug
26

Monday, Aug. 26, 2024