FDX Fall Seminar 2023:

Building Trust in Open Finance
through FDX Certification

october 4-6, 2023 | dallas, tx

Join the best of the financial industry’s business leaders, influencers, engineers, and stakeholders at FDX Fall Seminar 2023: Building Trust in Open Finance through FDX Certification. This member exclusive event is happening in the vibrant city of Dallas, TX from October 4th to October 6th, 2023.

As the financial landscape continues to evolve, trust and certification play a crucial role in shaping the future of open finance. At this seminar, we will open the space for groundbreaking discussions and industry-leading insights that you do not want to miss.

why attend fdx fall seminar 2023?
Days to go!

Apr. 18-20, 2023
Raleigh Marriott City Center


Whether it’s attending sessions or sitting for one off chats, you will be surrounded by your peers and industry leaders with opportunities to connect. Did we mention there is always some fun and entertainment sprinkled in?!

get informed

Dive into the latest developments, best practices, and strategies for establishing trust and maximizing the potential of open finance through FDX certification. There is no better way to elevate your knowledge and expertise.

Strategize & Plan

We will not just be sharing the WHAT, but also the HOW. Leave with a well-defined strategy to maximize your organization's potential and capitalize on the power of FDX Certification.

the agenda

This Fall, we’re shaking things up and fast tracking our usual 3-day technical and business conference into an exclusive day and a half seminar (without skimping on the content or networking opportunities). We invite you to engage in thought-provoking discussions as expert speakers and panelists delve into the revolutionary power that results from a qualification and certification program, as well as global interoperability.

Wednesday, October 4, 2023

2:00 – 5:15 PM


Outside Yellow Rose Ballroom

3:00 – 4:30 PM

FDX 101
Texoma 3 Room

FDX 101 is your gateway to unlocking your full potential with FDX! Suited for New Members or members who would like a refresher, this informative pre-event session will cover the fundamentals and core concepts of FDX and lay the groundwork for deeper exploration in subsequent sessions. Key takeaways:
- how FDX is organized
- how the FDX API is built
- what tools are used
- how you can get involved

5:00 – 7:00 PM

Pre-Event Ice Breaker TBD

Social drinks event for networking - Sponsored by Fidelity
Yellow Rose Ballroom
Thursday, October 5, 2023

All sessions will be held in the Yellow Rose Ballroom

7:00 – 8:15 AM

Executive Breakfast

Kickstart the event with a delicious breakfast and networking.

8:15 – 8:30 AM

Don Cardinal, FDX & Brad Jacobsen, FDX
Welcome to FDX Fall Seminar 2023

The wait is over! Brace yourself as we set the stage for an unforgettable journey of knowledge and growth surrounding FDX Technical Certification.

8:30 – 8:40 AM

Jean-Paul LaClair, FDX and Ryan Christiansen, University of Utah
Welcome & Intro to Beta Cert and Certification

Bringing enthusiasm and energy, this warm welcome from FDX’s Senior Director of Product will prep you for the focused sessions and workshops that follow over the course of the seminar.

8:45 – 9:45 AM

Shashi Yarlagadda, Intuit
Demystifying FDX Certification: Myths and Myth Busters

Join us as we uncover the background and true essence of FDX Technical Certification, dispelling the myths and uncovering the rewards to those that are willing to embrace it, particularly Data Providers and Data Recipients. PLUS: participate in an interactive working session diving into the essentials of what technical certification involves and its specifics/requirements.

9:50 – 10:20 AM

Chris Michael, Ozone API
Creating the Best Open Finance Certification Framework Globally

Open Finance and Open Data are rolling out across the globe at lightning speed. Don’t miss this thought-provoking session that will answers key questions, such as:
- Which standards have implemented a robust certification framework?
- Who is doing what in terms of scope?
- Is there a correlation between test coverage & market adoption?
- What are the learnings for FDX in the USA & Canada?
- and more!

10:20 – 10:50 AM

Refreshment Break & Demo by FDX Development Team, Prakat

FDX has been building out a certification conformance suite and we are excited to share the latest developments and tools built to date. Grab a snack and settle in as we explore what we’ve been creating.

11:00 – 11:30 AM

Customer Data Obsession, Intuit

In the transition to API connections, the customer experience should be seamless with limited friction. The goal of this presentation is to create a shared understanding of the challenges and opportunities associated with creating a seamless customer experience and provide a perspective on the role of consent, security, and AI to ensure we have a clear path to interoperability through certification.

11:35 AM – 12:05 PM

Lukasz Jaromin, Cloudentity
Standardized API Security Profile: Faster Ecosystem Growth and Shorter Time-To-Market

Knowledge is the key that unlocks doors to endless possibilities and this session is guaranteed to provide you with just that. Come explore the reasons to support FAPI as an API security profile that extend beyond strengthening the financial ecosystem with robust security and interoperability. You’ll be surprised!

12:10 – 12:40 PM

Laura Heritage, Axway
Technical Certification is a Benefit Not a Burden

Does certification seem like another item on a long list of IT tasks? Ditch that thought and walkaway from this session with insights on how all stakeholders benefit, lessons learned from Brazilian Open Banking, ways to lower risk and drive adoption, and more.

12:40 – 1:40 PM

Executive Lunch Sponsored by Plaid

1:45 – 2:45 PM

Overcoming Challenges – Certification Workshop

In this real-time, interactive workshop, you’ll converse with peers on the common challenges encountered during the approach to seeking technical certification and begin ideating on strategies to overcome them.

2:50 – 3:10 PM

Regulatory Updates, US and Canada

3:10 – 3:40 PM

Refreshment Break

3:40 – 4:10 PM

Venu Mandulapalli, Akoya and Yanis Hamrouni, Akoya
How FDX Recon, a Validation & Support Tool for Reconciling Data Provider Response, can Help FDX Certification Go Faster

This remarkable live demo led by FDX Hackathon Winners at Akoya allows Data Providers to test their API response against FDX API standards to identify anomalies and fix them prior to seeking certification. In addition, it equips Data Recipients with the understanding of how DP API response deviates from the standards and how to implement around them.

4:15 – 4:45 PM

Cameron Taylor & Jack Cassaro, Ninth Wave and William Trapani, Enterprise Engineering Inc. (EEI)
How Organizations Can Prepare and Align with Technical Certification

Learn best practices (and pitfalls to avoid) in preparing and aligning your organization for technical certification across key areas of planning, data, security, and testing, so you can deliver broad compatibility with your customer’s preferred applications, drive high levels of user adoption, and increase your speed to market.

4:50 – 5:20 PM

Joseph Heenan, Authlete & OpenID Foundation
FAPI Certification: What, Why & How

OpenID Foundation runs a comprehensive self-certification program for FAPI that is applicable to all ecosystem participants. Learn the ins and outs of how it’s used and watch an exclusive live demo of how a Data Provider, Data Recipient, or Aggregator can test their own system.

5:30 – 7:30 PM

FDX Seminar Social + Office Hours

Friday, October 6, 2023

All sessions will be held in the Yellow Rose Ballroom

7:15 – 8:15 AM

Executive Breakfast

Continue your conversations from the day prior and enjoy a delicious breakfast.

8:15 – 8:25 AM

Jean-Paul LaClair, FDX
Recap of Day 1

Before diving into Day 2 sessions, pop in for a quick review of the foundations of certification and the challenges faced in the process before we pivot the focus to showcasing the benefits of achieving certification and road mapping a path forward.

8:30 – 9:00 AM

Yumiko Kato, Envestnet and Justin Zeidman, Navy Federal Credit Union
Interoperability and the Importance of FDX Certification to Drive Scale

With the momentum of FDX and upcoming regulatory changes fueling Open Finance adoption, Data Receivers (DAPs/DRs) are facing technical engagement challenges as active Data Providers grow, creating a diminished tolerance for non-standard implementations. This dynamic session will deliver the key attributes for a smooth integration, tying back to the most important FDX certification requirements.

9:05 – 9:35 AM

Technical Review Committee & Strategic Planning Task Force Updates

In this jam-packed session, TRC and SPTF Co-Chairs will share insights that will guide FDX’s direction in the future.

9:40 – 10:10 AM

Nicole Klein, MX and Brady Stanger, MX
Long-Term Open Banking: Establishing a Connection is Only the Beginning

Supercharge your data game! Discover the value of bi-directional data and how to take the relationships between data providers, intermediaries, and recipients to the next level — partnerships!

10:15 – 10:45 AM

Refreshment Break

10:50 – 11:50 AM

Creating Outcomes and Roadmaps – Certification Workshop

This is what you’ve been waiting for: An interactive session where participants create/refine their roadmap toward certification. Leave this session with invaluable takeaways, including a clear path to success on your journey to FDX Technical Certification and answers to any pending questions.

11:50 AM – 12:00 PM

Closing Remarks

That’s a wrap! But before you go, make sure you catch this brief conclusion with exciting updates related to the FDX Spring Global Summit 2024.

Book your stay.

The FDX Fall Seminar 2023 will be held at the Gaylord Texan Resort & Convention Center, situated just minutes from the DFW Airport, with a multitude of meeting and flex spaces, as well as on-site restaurants. At this time, the deadline for the FDX Room Block has passed. Please book your stay directly through the hotel website or through your preferred third party with a note that you are attending the FDX Fall Seminar.

thank you to our partners

Gold Sponsor

Other Sponsors

Show your support. Leave your mark. Learn more about
the sponsorship opportunities for FDX Fall Seminar 2023.


Interested in speaking?

FDX is calling upon key players in the financial industry to submit their content proposals for the FDX Fall Seminar 2023: Building Trust in Open Finance through FDX Certification. If you’re at the forefront of innovation and ready to chart the course for what lies ahead in open finance, we want to hear from you! Apply to speak today. 

Note: We encourage members to prioritize diversity in their submissions, as FDX will be concentrating on and highlighting speakers and panels that contribute to FDX’s commitment to enhance and promote a diverse financial data-sharing industry.