Money Experience Summit Agenda

MXS 2021 Agenda

Tuesday, September 28

All times are in Mountain Time

8:00 am - 6:00 pm

Registration Open

2:00 - 4:00 pm

Enjoy Mountain Activities (Alpine Slide, Mountain Coaster, Ropes Course)

6:00 - 9:00 pm

Welcome Reception at The Summit featuring The National Parks

Wednesday, September 29

All times are in Mountain Time

7:30 am

Registration Open

8:00 am

Breakfast

9:00 - 9:30 am

Welcome and Opening Remarks

Room: Ballroom + Virtual Livestream

9:30 - 10:30 am

Peyton Manning

Five-time NFL MVP and Two-time Super Bowl Champion

Room: Ballroom + Virtual Livestream

Principles of Leadership: Performing Under Pressure and Trusting Your Team

10:45 - 11:05 am

Fumbi Chima

CIO at BECU

Room: Ballroom + Virtual Livestream

From Disruption to Transformation: What it Takes to Successfully Lead Global Brands

11:05 - 11:25 am

Jane Marie Chen

Inventor, CEO and Co-founder at Embrace Innovations

Room: Ballroom + Virtual Livestream

How Technology + Design Thinking Can Improve Lives and Impart Lasting Change

11:25 - 12:00 pm

Apolo Ohno

The Most Decorated U.S. Winter Olympian & Fintech Startup Entrepreneur

Room: Ballroom + Virtual Livestream

Winning in Business and Life: Apolo Ohno's Journey from Gold Medalist to Fintech Investor

12:00 - 1:00 pm

Networking Lunch

1:15 - 2:00 pm

Panel: Focus on Outcomes: What's Good for Customers is Good for Business

Jane Barratt

Chief Advocacy Officer at MX

Meredith Ryan-Reid

Senior Vice President of Financial Wellness & Engagement at MetLife

Liz Wolverton

Chief Strategy & Customer Experience Officer at Synovus

Jason Henrichs

Chief Executive Officer at Alloy Labs Alliance

Room: Ballroom + Virtual Livestream

Experience

The Fourth Turning: A New Era of American Banking

John Maxfield

Senior Banking Specialist at The Motley Fool

Room: Primrose B + Virtual Livestream

Disruption

Data, Disruption, Growth: Rethinking the Use of Data in Today’s Financial Ecosystem

Jill Greenberg

Vice President at CapitalG

Zac Maufe

Head of Retail Banking at Google Cloud

Room: Primrose A

Data

Panel: Fintech For Good: How Innovators, Investors and FIs can Collaborate

Shannon Dwyer

Regional Vice President of Sales at MX

Peggy Mangot

Operating Partner at PayPal Ventures

Ramona Ortega

Founder at My Money My Future

Ambika Sharma

Vice President, Product Management at U.S. Bank

Room: Wasatch

Advocacy

Strength in Numbers: How a Partnership Ecosystem Drives Digital Transformation

Petra Shaeffer

Global Technology Partner Manager at nCino

Room: Maybird

Connectivity

2:00 - 2:15 pm

Break

2:15 - 3:00 pm

The Great Debate: The Future of Experience Banking

Jason Henrichs

CEO at Alloy Labs Alliance

Ron Shevlin

Director of Research at Cornerstone Advisors

Jim Marous

Co-Publisher at The Financial Brand and Owner of Digital Banking Report

Room: Ballroom + Virtual Livestream

Experience

Panel: From Affinity to a Major Market Shift: How Banking is Changing from Inclusion to Action

Jane Barratt

Chief Advocacy Officer at MX

Yemi Rose

Founder & CEO at OfColor

Billie Simmons

Co-founder and COO at Daylight

Andrei Cherny

Co-founder and CEO at Aspiration

Room: Primrose B + Virtual Livestream

Advocacy

Going Beyond the Transaction - Creating experiences that deliver more for your customers and your business

Nate Gardner

Chief Customer Officer at MX

Derek White

CEO at Galileo

Room: Primrose A

Data

Banking on Change: How to Think Clearly in an Era of Exponential Digital Disruption

James Robert Lay

Bestselling Author & CEO at Digital Growth Institute

Room: Wasatch

Disruption

The Data-Driven Customer Journey: Driving Growth through Open Finance and Open Source

David Whitcomb

VP of Product at MX

Tara Welkley

Technology Executive at Wells Fargo

Room: Maybird

Connectivity

3:00 - 3:15 pm

Break

3:15 - 4:00 pm

Panel: Disruptive Infrastructure: How Embedded Finance is Transforming Banking from an Industry to a Feature

Kara Parkey

Director of Business Development at MX

Amy Young

Director & Industry Digital Strategist at Microsoft

Wade Arnold

Founder & CEO at Moov

Braden More

EVP, Head of Strategic Partnerships at Wells Fargo

Peter Andrew Davey

SVP, Head of Product Innovation at The Clearing House

Room: Ballroom + Virtual Livestream

Connectivity

Panel: The Role of Neobanks and Challenger Banks in Driving Innovation

Crystal Anderson

VP of Product at MX

Corey LeBlanc

Co-founder, COO & CTO at Locality Bank io

Jim Simpson

Co-founder & Chief Strategy Officer at Viva Equity, Viva First

Lewis Goodwin

CEO at Square Financial Services (subsidiary of Square, Inc.)

Room: Primrose B + Virtual Livestream

Experience

Panel: Digital Account Opening: Building Experiences That Benefit Customers and Institutions

David Whitcomb

VP of Product at MX

Raj Patel

Co-founder at MANTL

Curt Raffi

Chief Product & Innovation Officer at BottomLine Technologies

Laura Spiekerman

Co-founder at Alloy

Room: Primrose A

Connectivity

Crypto and Blockchain: Disruption or Distraction?

Sarah Olsen

Head of Business Development, Onyx by J.P. Morgan

Brandon Arvanaghi

Cryptocurrency Expert

Kevin Lehtiniitty

Co-founder and CTO at Banq

Danae Vachata

Fintech Influencer

Room: Wasatch

Disruption

Open Finance: The Intersection of Innovation and Regulation

Jane Barratt

Chief Advocacy Officer at MX

Ben McAdams

Former U.S. Representative & Senior Fellow at Sorenson Impact

Mehrsa Baradaran

Professor of Law at UC Irvine

Room: Maybird

Advocacy

4:00 - 5:30 pm

Networking

6:00 - 8:00 pm

Mountain Mixer: Dinner & Drinks

8:00 - 9:00 pm

Mountainside Party with The Goo Goo Dolls

Thursday, September 30

All times are in Mountain Time

8:00 am

Breakfast

9:00 - 9:10 am

Opening Remarks

9:10 - 9:30 am

Tim Welsh

Vice Chair, Consumer & Business Banking at U.S. Bank

Room: Ballroom + Virtual Livestream

Leading with Purpose with U.S. Bank’s Tim Welsh

9:30 - 10:20 am

MX Innovation and Product Vision

Brett Allred

Chief Product Officer at MX

Brandon Dewitt

Co-founder & CTO at MX

Room: Ballroom + Virtual Livestream

10:20 - 10:30 am

MXS Innovation Awards

Room: Ballroom + Virtual Livestream

10:30 - 10:40 am

Break

10:40 - 11:10 am

Mario Andretti

Racing Icon, Considered the Greatest Race Car Driver in History

Room: Ballroom + Virtual Livestream

Turning Any Situation into a Competitive Advantage

11:10 - 11:55 am

Allyson Felix

The Most Decorated U.S. Olympic Track Athlete and Entrepreneur

Room: Ballroom + Virtual Livestream

Competing at the Highest Level: Achieving Greatness, Pushing Beyond Your Limits and Fighting For What You Believe In

11:55 am - 12:00 pm

Closing Remarks

12:00 - 1:00 pm

Networking Lunch

1:15 - 1:40 pm

Aggregation Beyond Verification with Red Ventures

David Whitcomb

VP of Product, Connectivity Experience at MX

Mitchell Stoutin

Senior Director of Engineering at Red Ventures

Room: Ballroom + Virtual Livestream

Product Breakouts

Driving Growth Through User Experience

Crystal Anderson

VP of Product, Money Experiences at MX

Room: Primrose B + Virtual Livestream

Product Breakouts

Powering the American Dream: How Connected Data is Fueling SMB Lending

Brock Blake

CEO & Founder at Lendio

(1:15 - 2:00 pm)

Room: Primrose A

Data

The Future of MX Data: How Industry Leaders are Leveraging Financial Data to Increase Customer Value

Parker Wilson

Product Marketing Manager at MX

Spencer Morris

VP of Product, Data Visualization at MX

Room: Maybird

Product Breakouts

The Pathway to Financial Wellness

David Hall

Director at MX Catalyst

Room: Wasatch

Catalyst

1:40 - 1:50 pm

Break

1:50 - 2:15 pm

Personalized Financial Insights: Increasing Digital Engagement with Goalry

Ethan Prete

Product Marketing Manager at MX

Ethan Taub

CEO at Goalry

Crystal Anderson

VP of Product, Money Experiences at MX

Room: Ballroom + Virtual Livestream

Product Breakouts

A Data-Driven Financial Health Journey with BECU

Mike Zell

SVP of Digital at BECU

Liz Wagner

Director of Digital Strategy at BECU

Room: Primrose B + Virtual Livestream

Product Breakouts

Driving a Data Culture with Origin Bank

Clint Johnson

Data Consultant at MX Catalyst

Jon Wages

VP & Senior Data Advisor at Origin Bank

Room: Maybird

Catalyst

The Digital Transformation Journey with Alaska USA Federal Credit Union

Tanya Cowgill

Strategic Solutions Consultant at MX Catalyst

Tim Woolston

SVP of Marketing at Alaska USA Federal Credit Union

Room: Wasatch

Catalyst

2:15 - 2:30 pm

Break

2:30 - 3:15 pm

The Future of Money is Human Connection

Mary Kate Loftus

Senior Vice President, Director of Digital Banking at M&T Bank

Room: Primrose A

Data

Next-Gen Payments: A vehicle for user experience

Nicky Klein

Senior Director of Open Banking at MX

Robyn Burkinshaw

Founder and CEO at BlytzPay

Ken Salazar

Chief Revenue Officer at BillGo

Brady Harris

CEO at Dwolla

Room: Ballroom

Experience

Data Driven Intelligence to Drive Financial Inclusion and Profitable Lending

Charles Sweeney

Head of Solutions Consulting at MX

S. P. "Wije" Wijegoonaratna

Co-Founder & CEO at Aliya Financial Technologies

Room: Primrose B

Disruption

3:15 pm

End of Show

Data Aggregation: Aggregation Beyond Verification — Red Ventures

On-demand for paid virtual registrants

Red Ventures

Product Breakouts

Data Enhancement: The Future of MX Data: How industry leaders are leveraging financial data to increase customer value

On-demand for paid virtual registrants

US Bank

Product Breakouts

Data: MX enhanced data in action: driving towards customer financial wellness

On-demand for paid virtual registrants

BECU

Product Breakouts

Mobile: Improving the Mobile Banking Experience

On-demand for paid virtual registrants

AFCU

Product Breakouts

MoneyMap/Finstrong/Pulse: Financial Wellness and Tools That Can Help You Achieve It

On-demand for paid virtual registrants

Product Breakouts

The Pathway to
Financial Wellness

On-demand for paid virtual registrants

Cambridge Savings

Catalyst

Data Driven Culture

On-demand for paid virtual registrants

Origin Bank

Catalyst

Banking Transformation

On-demand for paid virtual registrants

Alaska USA FCU

Catalyst