Fintech Forum

Hotel

Hotel

Hyatt Regency Huntington Beach Resort and Spa
21500 Pacific Coast Highway
Huntington Beach, California, 92648
Check In: 4:00 PM  |  Check Out: 11:00 AM

Hotel accommodations can be made online here or by calling the Hyatt Regency Huntington Beach Resort and Spa reservations department at (714) 698-1234 or (877) 803-7534. Please mention Western Bankers to receive the special group rate. The Western Bankers rate is $319/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date is Monday, April 25, 2022. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Parking:
Overnight Guest Parking: $33 per night (Discounted for the group)
Daily Parking (0-12 hours): $22

Resort Fee:
The resort fee of $25 (per room per day plus applicable tax) applies and provides for an enhanced stay experience for guests and which currently includes:

  • Guestroom Internet
  • 2 bottled waters per day
  • 2 for 1 half-day bike rental
  • surf board & golf bag storage
  • in-room refrigerator & safe
  • 24 hr. fitness center access
  • beach service (chairs, towels, umbrellas)
  • local & 800 number calls
  • “Print Me” guest room access
  • incoming/outgoing faxing
  • Disneyland shuttle (seasonal)
Agenda

Agenda

*All times listed below are in PT

**More agenda details coming soon. Agenda subject to change.

Thursday, May 19, 2022
1:00 PM – 4:00 PM Registration
1:00 PM – 2:15 PM Opening Session

Banking and Partnering with Fintechs

Carson Lappetito
President
Sunwest Bank

Eric Sprink
President & CEO
Coastal Community Bank

Steve Miller

President & CEO
Fresno First Bank

Jer Wood
President
Hatch Bank


Moderated by:
Carey Ransom
Managing Director
BankTech Ventures
2:15 PM – 2:30 PM Break
2:30 PM – 3:15 PM Session

Bank Security, 2022

Robert Johnston
Founder & CEO
Adlumin, Inc.
3:15 PM – 3:30 PM Session

How Investing in Technology Companies
Can Spur Your Bank’s Innovation


Carey Ransom
Managing Director
BankTech Ventures
3:30 PM – 3:45 PM Break
3:45 PM – 4:30 PM Session

Strategic Fintech Partnerships:
Finding the Right Fit


Rafael E. DeLeon
SVP of Industry Engagement
Ncontracts
4:30 PM – 5:30 PM Reception
Friday, May 20, 2022
8:00 AM – 2:00 PM Registration
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:00 AM Session

Innovating Without Your Core’s Permission
and the Future of Real-Time Payment Connectivity


David Wexler
CEO
Modusbox
10:00 AM – 10:15 AM Break
10:15 AM – 11:15 AM Session

Session TBD

Rahm McDaniel
Head of Banking Solutions

NYDIG
11:15 AM – 12:30 PM Lunch
12:30 PM – 1:30 PM Session

Fireside Chat with Brian Brooks

Brian Brooks
CEO
Bitfury Group


Moderator:
Walt Mix
Managing Director
Berkeley Research Group (BRG)
1:30 PM – 1:45 PM Break
1:45 PM – 2:45 PM Closing Session

How We Built One of the Best Fintech Accelerators in the World

Wayne Miller
Executive Director
The Venture Center

Daniel Schutte
Managing Director, Accelerator Programs
The Venture Center
2:45 PM Forum Concludes
Speakers

Brian Brooks
CEO
Bitfury Group

Brian Brooks is the CEO of the Bitfury Group. Most recently, Mr. Brooks served as Chief Executive Officer of digital asset exchange and marketplace Binance.US.

Previously, from May 2020 to January 2021, Mr. Brooks served as the Acting Comptroller of the Currency, where he was the administrator of the federal banking system and the chief executive of the 3,500-employee federal agency responsible for chartering and supervising banks comprising 70 percent of all banking activity in the United States. He also served as a member of the board of directors of the Federal Deposit Insurance Corporation and a voting member of the Financial Stability Oversight Council. Often referred to in the media as “the first fintech Comptroller” and “CryptoComptroller” for his work advancing financial innovation, Mr. Brooks led the government’s efforts to provide regulatory clarity for stablecoins, digital asset custody, and the development of blockchain payment networks, and granted the first federal bank charter to a cryptocurrency company.

Speakers

Walt Mix
Managing Director
Berkeley Research Group (BRG)

Walter J. Mix III is a former commissioner of the California Department of Financial Protection and Innovation (DFPI), formerly known as the California Department of Financial Institutions (DFI), and previously served as a banking executive at Union Bank of California.

Mr. Mix, who heads the Financial Services practice at BRG, advises domestic banks, international banks, and financial services companies on corporate governance, enterprise risk management, strategic planning, financial advisory, fintech, digital currency, payments, and credit risk management.

Speakers

Carey Ransom
Managing Director
BankTech Ventures

Having extensive experience from startup to explosive growth to exit multiple times, and having sold a private company to a public company (while being CEO), Carey Ransom is a serial entrepreneur and investor. And Carey loves to collaborate on the company-building process (as he has had every job in a company).

As the Founder and President of Operate, Ransom and his team look for entrepreneurs with grit who are building innovative companies.

Speakers

Carson Lappetito
President
Sunwest Bank

In his role as President, Carson manages the day-to-day operations of Sunwest Bank, a $2.1 billion entrepreneurial business bank headquartered in Irvine, CA with operations across the Western US. He has led the technology transformation and organic growth of the bank over the last six years, including the significant enhancement of the overall customer experience, development of full open-API capabilities for banking-as-a-service, the launch of its own “fintech products” on those rails, and top quartile efficiency based on an in-house buy and build technology strategy.

Speakers

Eric Sprink
President & CEO
Coastal Community Bank

Eric M. Sprink serves as President and Chief Executive Officer at Coastal Community Bank. Mr. Sprink joined the Company in late 2006 as President and Chief Operating Officer and became Chief Executive Officer in 2010. Mr. Sprink began his banking career working for Security Pacific Bank while enrolled at Arizona State University. He assumed increasing levels of responsibility in the areas of retail operations, consumer and commercial lending and wealth management with Security Pacific Bank and its successor, Bank of America.

Speakers

Steve Miller
President & CEO
Fresno First Bank

Mr. Miller brings over 26 years of commercial banking, retail banking, operations and sales/marketing experience to the Bank. He is a graduate of Columbia University and began his career with MBNA America in their management development program and held a variety of senior roles. He then moved overseas to Taiwan and worked with GE Money in a joint venture. Mr. Miller then spent several years with HSBC Indonesia leading their small business division and was later recruited to join Alliance Financial Group in Malaysia, a community bank focused on the small business segment. Alliance bank was rated as the Best Business Bank in Asia Pacifica, Africa and the Middle East on two occasions under his leadership. He later repatriated back to the United States to be closer to family and was recruited by Fresno First Bank for the CEO role and has been with the bank since October 2015.

Speakers

Jer Wood
President
Hatch Bank

Jer Wood is a fintech-focused bank president with broad experience (credit, technology, deposit origination, compliance) at institutions ranging from startup to multi-billions in asset size. Mr. Wood is an industry expert in digital / branchless / Internet delivery models and Fintech partnerships.

Speakers

Robert Johnston
Founder & CEO
Adlumin, Inc.

Robert Johnston is the Founder and CEO of Adlumin, a cybersecurity technology firm that focuses on revolutionizing the way financial institutions secure sensitive data and intellectual property and achieve their compliance objectives through its security and compliance automation platform.

Speakers

Rafael E. DeLeon
SVP of Industry Engagement
Ncontracts

Rafael E. DeLeon is a vibrant spokesperson with a wealth of knowledge on issues of regulatory compliance and risk management for financial institutions. Prior to joining Ncontracts, he served as the Director for Banking Relations in the Office of the Comptroller of the Currency (OCC), as well as an OCC National Bank Examiner, trainer, and industry analyst for over 30 years.

Speakers

David Wexler
CEO
Modusbox

David has broad domain experience in enterprise-level integration solutions and driving product strategy for industry-leading integration software companies. This background, combined with his devotion to building inclusive teams, coaching leaders, and developing impactful solutions is what drives his leadership. Today, David maintains an unparalleled passion for financial services and cultivating social good through profitable business at ModusBox, a financial technology company focused on building the future of infrastructure for banks, credit unions, and fintechs.

Speakers

Rahm McDaniel
Head of Banking Solutions
NYDIG

Rahm McDaniel is Head of Banking Solutions with NYDIG, partnering with banks and credit unions to serve their communities with innovative digital asset services such as Bitcoin trading. Prior to NYDIG, he was VP of Strategic Solutions for Q2, helping to build Q2’s Banking as a Service business. He lives in Austin, Texas with his family.

Speakers

Wayne Miller
Executive Director
The Venture Center

Wayne brings over four decades of proven performance in a variety of industries and leadership roles. Miller’s combination of entrepreneurial achievement combined with his “Fortune 100” experience make for an executive who is comfortable in start-up and mature business environments. Prior to joining the Venture Center in 2017, Wayne spent two+ years as CEO of a private equity backed medical device manufacturer where his efforts dramatically improved the company’s channel access and sales while simultaneously building an acceleration platform for client companies looking to improve business processes, sales and distribution methods.

Sessions

Bank Security, 2022

Bank Security, 2022 will begin with a statistical analysis of cyber security incidents experienced by banks during calendar year 2021. The presentation will elaborate on three specific areas banks struggle the most within their security and compliance programs but are critical in detecting and preventing these incidents. Using real attack scenarios from 2021 the presentation will describe the techniques used by attackers and the technologies banks need to detect and stop cyber threats.

Sessions

Innovating Without Your Core’s Permission and the Future of Real-Time Payment Connectivity

Community financial institutions represent the backbone of our nation’s access to financial services critical to fueling economic recovery and vibrant communities. However, financial technology is evolving at an unsustainable pace for community financial institutions that have not digitally transformed. The future of digital transformation for CFIs will be building the right technology infrastructure that properly abstracts the banking core, modernizes digital operations, and unlocks access to real-time payment networks and the capability to handle thousands of live transactions per second 24/7/365.

CPE Credits

CPE Credits

The 2022 Fintech Forum will be offering CPE credits. Once the agenda is confirmed, we will provide the amount of CPE credits here. The Western Bankers is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Mobile App

Mobile App

We will be utilizing the WesternBankers app at our 2022 Fintech Forum. Download the app today in order to access the agenda, view the presentations, engage with other attendees, learn about event sponsors, get updates throughout the forum, and much more. Simply search “Western Bankers” in either the Apple App Store or the Google Play Store to download today. Once you are registered for the conference you will receive log-in instructions with the access code at a later date.

Pricing

Registration Information

Pricing For Price
WB Bank Member $495
Bank Non-Member $695

Register Online

To register more than one person from the bank, please contact Gina Titus at registrations@westernbankers.com for more information.

Combo pricing discount

Receive a $200 discount off your total registration price if you signup for both the 2022 Fintech Forum and the 2022 Women in Banking Forum. The Women in Banking Forum begins on Tuesday, March 17 at 4:30 p.m. with a welcome reception and the opening keynote takes place on Wednesday, May 18 at 8:30 a.m. with the Women in Banking Forum concluding one hour before the start of the Fintech Forum. For more information about the Women in Banking Forum, please visit the event website here.

*Please note, in order to receive this discount, you must email Gina Titus at registrations@westernbankers.com to register for both programs.

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Thursday, May 5, 2022. No refund if cancellations are received after Thursday, May 5, 2022. Substitutions welcomed.

Sponsorship Information

Sponsorship Information

If you are interested in sponsoring this event, please contact Jennifer Benson, Vice President of Conferences at jbenson@westernbankers.com or (916) 438-4416.

Why sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to member banks and institutions in an exclusive environment
  • Raise your profile above your competitors
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with bank executives
  • Support the Western Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry