| Monday Registration 3pm -6pm |
3:00 - 6:00pm |
|
| Day 1 - Tuesday April 18 |
| Breakfast |
7:45 – 8:45am
1 hour |
|
| Registration |
7:30 – 9:00am |
|
Business General
Welcome - FDX Purpose, Vision and Strategy |
8:45 - 9:00am
15 min |
Farouk Ferchichi - Envestnet
Don Cardinal / Brad Jacobsen - FDX |
| 5 min transition |
9:00 - 9:05am |
|
Business -Global
Open Banking around the world: Is it actually benefiting fintechs, banks and end users? |
9:05 - 9:35am
30 min |
Moderator: Anil Mahalaha- Akoya
Joseph Heenan - Authlete
Laura Heritage - Axway
Eyal Sivan - Axway
Natalie Cruz - Sensedia |
| 5 min transition |
9:35 - 9:40am |
|
Business - Thought Leadership
Consumer Behaviors and the Case for Open Banking |
9:40 - 10:10am
30 min |
Jane Barratt - MX |
| 5 min transition |
10:10 - 10:15am |
|
Technical - Thought leadership
Building Privacy: Traceability and accountability protocols to build privacy and trust for FDX-powered open banking transactions |
10:15 - 10:45am
30 min |
Mona Vernon - Fidelity Investments
Daniel Weitzner - MIT Future of Data Initiative
Awah Teh, Capital One
Kimberly Bella - Visa |
| 5 min transition |
10:45 - 10:50am |
|
Technical - General
Exposing Open Finance API with FDX standards with a low code API Development Platform |
10:50 - 11:20am
30 min |
Chaitanya Allidona - SLK Group
Nagesh KP - SLK Group |
| Break - 30 min |
11:20 - 11:50am
30 min |
|
Business - Thought Leadership -
A Guide to Implementing Open Banking in Canada to Enter the Ecosystem Economy |
11:50 - 12:35pm
45 min |
Reuben Piryatinsky - Altitude Consulting |
Business - General
How companies and regulators can leverage FDX standards and certifications for internal processes and effective oversight |
11:50 - 12:35pm
45 min |
Zoe Strickland - Future of Privacy Forum |
Technical - General
Addressing Friction at the Heart of Open Banking: Building Trust into the API Ecosystem |
11:50 - 12:35pm
45 min |
David O'Neill - ApiMetrics |
| Lunch |
12:35 - 1:35pm
1 hour |
|
Business - Thought Leadership
Representing the value of Open Finance to your Organization |
1:35 - 2:20pm
45 min |
Moderator: Brad Nightengale - Envestnet
Ryan Fairley - Navy Federal Credit Union
Rob Miller - TD Bank
Chad Killingsworth - Jack Henry
Jason Hendry - USAA |
Business - Thought Leadership
Open banking presents an opportunity, not a problem for Credit Unions |
1:35 - 2:20pm
45 min |
Sruti Jain - CHYP
Carrie Forbes - League Data
Eyal Sivan - Axway |
Business - Thought Leadership
FDX Orientation |
1:35 - 2:20pm
45 min |
Dan Johnston - FDX Staff |
| Break 15 Min |
2:20 - 2:35pm |
|
Business - Thought Leadership
FDX Data Minimization Principles and Guidelines |
2:35 - 3:20pm
45 min |
Ursula Trelogan - Capital One
Bill Jetter, Intuit
Jeff Schulte - Envestnet/Yodlee |
Business Global -
Pioneering Approach to Secure Open Banking in Japan |
2:35 - 3:20pm
45 min |
Chikashi Toyoshima
Viktors Garkavijs |
Business - Thought Leadership
How mortgage banks can leverage open banking technology to better reach and serve the next generation homeowner |
2:35 - 3:20pm
45 min |
Bryan Garcia, CTO FinLocker
Dr. Vivek Singh, Assistant Professor, University of Missouri at St. Louis (UMSL) |
| Break 15 min |
3:20 - 3:35pm |
|
Business - Thought Leadership
Open Finance: Putting SMBs First To Enable Growth |
3:35 - 4:20pm
45 min |
Keren Moynihan - Boss Insights
David Nohe - FinGoal
Katie Nelson - Regions
Vidya Vishal - Truist |
Business - Thought Leadership
Life after API: Now What? Driving User Adoption, Frictionless Experiences, and the Fight for Relevancy. |
3:35 - 4:20pm
45 min |
Peter George - MX - Moderator
Emmett Bankston - Mastercard
Brady Stanger - MX
Krishna Chitluri - US Bank
Henry Kuang - Discover |
Business - Thought Leadership
Prakat/FDX 101 - a learning experience |
3:35 - 4:20pm
45 min |
Swaroop Kumar
Abhik |
| Hackathon demo - Winner |
3:35 - 4:20pm
45 min |
Vivek Vasudeva - Akoya
Yanis Hamrouni - Akoya
Manisha Dasiah - Akoya |
| Break - 40 min |
4:20 - 5:00pm |
|
| Networking Meet and Greet - Sponsored by Envestnet |
5:00 - 7:00pm
2 hours |
|
| Day 2 - Wednesday April 19 - Technical |
| Breakfast |
7:45 – 8:45am
1 hour |
|
| Welcome to the Technical Side - Day 2 FDX Fall Global Summit |
8:45 - 9:00am
15 min |
Anil Mahalaha - Akoya
Jason Hendry - USAA |
| 5 min transition |
9:00 - 9:05am |
|
Thought Leadership - Technical -
Journey from OAuth to FAPI - 101 |
9:05 - 9:35am
30 min |
Joseph Heenan -Authlete
Wes Dunnington -Ping Identity |
| 5 min transition |
9:35 - 9:40am |
|
| TRC/SPTF |
9:40 - 10:10am
30 min |
Jason Hendry -USAA
Anil Mahalaha -Akoya
John Pitts - Plaid
Ben Issacson - TCH |
| 10 min transition |
10:10 - 10:20am |
|
| User Experience Round Table |
10:20 - 11:05am
45 min |
Bill Jetter - Intuit |
| Thought Leadership - Technical - |
10:20 - 11:05am
45 min |
Lori Fredrick- Ninth Wave
Doug Bacon - Ninth-Wave |
Thought Leadership -
Implementing FDX at Warp Speed |
10:20 - 11:05am
45 min |
Aly Yarris -Plaid
Nick Craven - TAB Bank |
| 10 min transition |
11:05- 11:15am |
|
Thought Leadership - Technical -
The “Financial Institution Open Banking Primer” Part 2 - Technical Considerations |
11:15 - 12:00pm
45 min |
Yumiko Kato - Envestnet
Chris Kennedy - Regions |
Thought Leadership - Technical -
Open Banking Evolution: Payment Notifications to Reduce Payments Risk and Improve Consumer User Experience |
11:15 - 12:00pm
45 min |
Dinesh Katyal - Gen Digital |
| Security Roundtable |
11:15 - 12:00pm
45 min |
Ray Voss - Chase
Wes Dunnington -Ping Identity |
| Lunch - 1 hour - Hackathon Runner up Presentations |
12:00 - 1:00pm
1 hour |
|
Thought Leadership - Business
Navigating the Evolving Open Finance Ecosystem |
1:00 - 1:45pm
45 min |
Leonardo Mattiazzi -CI&T |
Thought Leadership - Technical -
2023 Banking Expectations: How Small- and Mid-Sized Businesses Can Leverage Open Banking and Real-Time Payments For Improved Cash Flow Management |
1:00 - 1:45pm
45 min |
Nick Chandi - Forwardai |
| Certification Roundtable |
1:00 - 1:45pm
45 min |
Ryan Christiansen - Opus Holdings Co. |
| 15 min Break |
1:45 - 2:00pm |
|
| KEY NOTE SPEAKER - Michael Hsu - Acting Comptroller of Currency |
2:00 - 2:45pm
45 min |
Michael Hsu |
| 5 min Break |
2:45 - 2:50pm |
|
Thought Leadership -
Government Innovation Offices |
2:50 - 3:35pm
45 min |
OCC, CFPB, FHFA , FRB Kansas City |
| 30 min Break |
3:35 - 4:05pm |
|
Thought Leadership -
Automated testing of security controls for a reference FDX implementation |
4:05 - 4:50pm
45 min |
Valentin Tobi - F5 |
| SMB Task Force Roundtable |
4:05 - 4:50pm
45 min |
Keren Moynihan - Boss Insights |
| API Work Group Roundtable |
4:05 - 4:50pm
45 min |
Anil Mahalaha -Akoya
David Casillo - Chase |
| Break - 70 min transition to Casino Night hosted by Envestnet |
4:50 - 6:00pm |
|
| Casino Night - Sponsored by Envestnet 6-10pm |
6:00 - 10:00pm
4 hours |
|
| Day 3 - Thursday October 20 - Technical |
| Breakfast |
7:45 – 8:45am
1 hour |
|
| TRC Update & FDX Product Review |
8:45 - 9:15am
30 min |
Anil Mahalaha - Akoya
Jason Hendry - USAA
Don Cardinal - FDX |
| 5 min Transition |
9:15 - 9:20am |
|
Technical Thought -
Industry collaboration on DDA payment tokens in support of a safer data sharing and payments ecosystem |
9:20 - 10:05am
45 min |
Ben Isaacson (moderator) - TCH
Florian Wahl - Akoya
Jeff Williams - TCH
Glenn Stanzione – PNC |
Thought Leadership - Technical
Why You Should Hack Your Own APIs |
9:20 - 10:05am
45 min |
Dan Barahona - APIsec University |
| Canada Roundtable |
9:20 - 10:05am
45 min |
Navgeet Bal - Equifax CA
Chris Sweetland - CIBC |
| 5 min Transition |
10:05 - 10:10am |
|
Thought Leadership - Technical -
Identification of key payments strategy considerations for growth and adoption |
10:10 - 10:55am
45 min |
Peter Davey - TCH |
| OFX Working Group Roundtable |
10:10 - 10:55am
45 min |
Joseph Herrera - Intuit
Jack Cassaro - Ninth-Wave |
| FDX Use Case Development and Maintenance Task Force |
10:10 - 10:55am
45 min |
Susan Pandy - Discover
Nate Caldwell - MX |
| 30 min Break |
10:55 - 11:25am |
|
Thought Leadership - Business
How to Select the Best Open Finance Implementation Strategy for Your Business |
11:25 - 12:10pm
45 min |
Brook Lovatt - Cloudentity |
| 5 min Transition |
12:10 - 12:15pm |
|
Technical Thought Leadership-
Security and Interoperability in the FDX Ecosystem: A Panel Discussion |
12:15 - 12:45pm
30 min |
Chuck Herrin - Wib Security
Emmett Bankston - Mastercard
Joseph Heenan - Authlete |
| Closing Remarks |
12:45 - 1:00pm |
Don Cardinal - FDX |