Moderator: Heather Warner
Client Strategy Consultant, MX
2022 Agenda
Tuesday, September 20, 2022
All times in Mountain Time
8:00 AM - 7:00 PM
Registration
Location: Ballroom Lobby
3:00 PM - 5:00 PM
Riff on a Lift - Networking with a View
Location: Meet at Chickadee Run
Kick off MXS with a unique networking experience as we bring our most interesting discussion format — Riff on a Lift — for anyone to show up and participate. Enjoy the scenery while you make new connections, take a short chair lift ride up, and then cruise down the Alpine slide (or walk if you prefer). And don’t forget to snag a picture with our professional photographer to capture the stunning Snowbird backdrop to share on social.
3:00 PM - 6:00 PM
MX Product Experience Lounge
Location: Superior A
At the MX Product Experience Lounge, you can discover, experience, and solve problems with MX products. MX solution consultants and product and engineering leaders will be on hand to answer any questions, provide live demos of new MX products and solutions, and help you solve business needs and challenges in real time.
4:00 PM - 5:00 PM
$avvy Documentary Film Screening
Location: Twin Peaks | 10th Floor
Exclusive screening of $avvy, a documentary that investigates the historical, cultural, and societal norms around women and money.
5:00 PM - 6:00 PM
Panel Discussion: Changing Money Norms and Mitigating Bias
Location: Twin Peaks | 10th Floor
Join us for this discussion with leaders and industry change-makers on financial inclusion, money biases, and changing the future of finances for all. To be followed by a cocktail networking reception.
Beatriz Acevedo
CEO and Co-founder, SUMA Wealth
Evan Leaphart
Founder, Kiddie Kredit
Julie Rasmussen
Founder and CEO, She Banks
Robin Hauser
Award-Winning Producer and Director of $avvy
6:00 PM - 9:00 PM
Oktoberfest Welcome Reception
Location: Oktoberfest Tent
with Mountainside Musical Performance by Philip Bowen
Kick off MXS in style with brews and brats for days at our Oktoberfest Welcome Reception. Network with peers and fiddle the night away in style with singer-songwriter, multi-instrumentalist, and winner of TikTok’s Gamers Greatest Talent competition, Philip Bowen.
Wednesday, September 21, 2022
All times in Mountain Time
7:00 AM - 8:00 AM
Lace Up at Sun Up Morning Hike
Sponsored by MX's Employee Resource Groups
Meet at the turnstile entrance to Snowbird and start your morning with yoru peers on a leisurely hike in the mountains. Representatives from each of MX’s Employee Resource Groups will join us for the hike and 2 separate guided hikes will be available to choose from:
- Observation Point Trail: Nature walk, difficulty level: easy
- Bass Highway Trail: Graded hike, difficulty: moderate
Morning Snowbird temperatures can be chilly this time of year. We recommend bringing warm clothes, including a coat, as well as shoes that are sturdy, comfortable, and can get dirty. Water and snacks will be provided.
7:30 AM - 6:00 PM
Sponsor Hall Open
Location: Ballroom Mezzanine
Grab a coffee and an opportunity to network with our sponsors in between sessions. Sponsors include: Experian, Moov, NCR, SavvyMoney, Atomic, Hello Iconic, Tailwind, Sardine, Cequence, Apiture, Dwolla, Sila, and She Banks. Be sure to also snag a Sponsor Hall Bingo card and fill it out for a chance to win a Nintendo Switch!
8:00 AM - 9:00 AM
Registration
8:00 AM - 9:00 AM
Grab and Go Breakfast
Location: Sponsor Hall
8:00 AM - 6:00 PM
MX Product Experience Lounge
Location: Superior A
At the MX Product Experience Lounge, you can discover, experience, and solve problems with MX products. MX solution consultants and product and engineering leaders will be on hand to answer any questions, provide live demos of new MX products and solutions, and help you solve business needs and challenges in real time.
9:00 AM - 11:00 AM
Morning Keynotes
Location: Main Ballroom
Ryan Nelsen
EVP, Marketing, MX
Jim Magats
Chief Executive Officer, MX
Adrienne Harris
Superintendent, New York State Department of Financial Services
Jane Barratt
Chief Advocacy Officer, MX
Simon Taylor
Co-founder, 11:FS
Wes Hummel
Chief Technology Officer, MX
Nandita Gupta
Chief Product Officer, MX
Crystal Anderson
Vice President of Product, MX
Brett Allred
Chief Innovation Officer, MX
11:00 AM - 11:15 AM
Break
11:15 AM - 12:00 PM
Product Sessions
Join the MX Product team for a deeper dive into the latest product updates.
Driving Higher Engagement with MXmobile
Location: Main Ballroom
Neerav Berry
Senior Product Management Leader, Visa
Ernie Buday
Director of Product Marketing, MX
Bose Chan
Head of Product Partnerships, MX
Rafael Fontes
Head of Business Center of Excellence, Tailwind
Billy Gast
Director of Product, MX
Andrew Tull
Partner, Tailwind
Weston Youd
Senior Product Manager, MX
How Open Finance APIs Help Reduce Risk
Location: Primrose B
Brian Fromm
Senior Product Manager, MX
Nicky Klein
Vice President, Open Finance, MX
David Paul
Senior Product Marketing Manager, MX
Matt West
Vice President of Strategic Accounts, MX
Mike Salerno
Director of Digital Operations, America First Credit Union
Creating Reliable Experiences with MXapi Connections
Location: Primrose A
Peter George
Director of Open Finance - Strategic Access, MX
Sunita Jennings
Lead Engineer, MX
Jeff Serio
Director of Product, MX
Parker M. Wilson
Product Marketing Manager, MX
12:00 PM - 1:00 PM
Executive Networking Lunch
1:00 PM - 4:00 PM
Industry Breakout Sessions
Features more than 15 speakers from leading financial institutions, fintechs, and industry groups with sessions across three tracks:
1:15 PM - 2:00 PM
Dreamers
RIff on a Lift LIVE: Engage on a Stage
Whether you’re a builder or connector, we each bring a unique point of view on the trends impacting financial institutions and fintechs today. Join us for an unfiltered perspective on some of the top financial industry trends live from the stage.
Location: Main Ballroom
Alex Johnson
Author and Creator, Fintech Takes
Jason Henrichs
CEO, Alloy Labs
Ramona Ortega
CEO and Founder of My Money My Future and WealthBuild.ai
Doers
A Conversation with Google: Financial Services in the Cloud
Join this session for a discussion with Google’s global head of fintech partnerships about financial services in the cloud, innovation, and more.
Location: Primrose A
Anurag Mathur
Global Head, Strategic Fintech Partnerships, Google Cloud
Matt West
Vice President of Strategic Accounts, MX
Disruptors
Leveling the Financial Playing Field for Non-Standard and Gig Workers
Employment today means everything from a traditional 9-5 to picking up shifts when and where you want to everything in between. Nearly 2 in 5 Americans have taken part in the gig economy. But gigs also complicate things like qualifying for loans, saving for retirement, and taxes. How can we create a more level playing field for these non-standard and gig workers?
Location: Primrose B
Moderator (Sponsor): Jordan Wright
Co-founder and CEO, Atomic
Adam Roseman
Co-founder and CEO, Steady
Adrian Haro
CEO, The Workers Lab
2:00 PM - 2:15 PM
Break
2:15 PM - 3:00 PM
Dreamers
Is Financial Wellness Just a Pipe Dream?
Financial wellness may be the most important piece of any consumer’s financial journey but it’s often the most neglected. Money remains the top source of stress among consumers. Emergency and retirement savings are low or non-existent. Household debt is on the rise. How do we make financial wellness truly a reality?
Location: Primrose A
Moderator (Sponsor): JB Orecchia
President and CEO, SavvyMoney
Chris Courtney
Head of Science, Risk and Analytics, Happy Money
Akshay K.
Founder and CEO, Line
Additional Speakers Coming Soon!
Doers
Staying Ahead of the Curve: How Partnerships Drive Innovation
Today’s financial consumers expect experiences that are convenient, personalized, smooth, and secure. Partnerships among financial institutions, fintechs, and technology companies can drive digital innovation and improve consumer experiences. Join this session to hear how partnerships are evolving to ensure a win-win-win scenario for everyone, especially in the face of changing market dynamics and consumer behaviors.
Location: Primrose B
Gil Brodnitz
CTO, U.S. Financial Services, Microsoft
Crystal Anderson
Vice President of Product, MX
Holly Thompson
Partner Development Manager, Financial Services, Microsoft
Disruptors
Panel Discussion: The Next “Modern”
Modernizing = adapting something to modern needs or behaviors. The financial industry has been in a near-constant state of modernization since the invention of the first form of currency. What will be the next modernization necessity that we must embrace? Hear from a panel of leaders who are in the middle of understanding current consumer needs and behaviors and transforming their respective businesses to meet them.
Location: Main Ballroom
Moderator (Sponsor): Doug Brown
President & General Manager, NCR Digital Banking
Jean-Paul LaClair
Director of Financial Wellness and Open Banking, USAA
Larry Talley
Founder and CEO, Everyware
Stephany Kirkpatrick
Founder and CEO, Orum
3:00 PM - 3:15 PM
Break
3:15 PM - 4:00 PM
Dreamers
The OGs of Open Banking on Open Finance
Open Banking. Open Finance. Open Data. Open Questions? Hear from the OGs of Open Banking about what it takes to build an open finance ecosystem, including lessons learned, what to watch out for, and what’s next.
Location: Main Ballroom
Moderator: Jane Barratt
Chief Advocacy Officer, MX
Anthony Burton
Senior Vice President, Connected Banking, Truist
James Catlin
Consumer Privacy and Data Management Executive, Bank of America
Jason Hendry
Technical Architect Principal, USAA
Doers
The ABCDs of a Kick-Ass Product Development Strategy: APIs, Build vs. Buy, Consumers, and Data Connectivity
Today’s technologists and developers wear many hats. They are a developer, a data scientist, a partner relationship manager, a consumer advocate, etc. Hear from experts in the trenches on the ABCDs of ensuring a kick-ass product development strategy.
Location: Primrose B
Moderator: David Whitcomb
Vice President of Product, MX
Jorge Garcia
Chief Technology Officer, Hello Iconic
Wes Hummel
Chief Technology Officer, MX
Parilee Edison Wang
Head of Product, Alloy
Disruptors
The Scare Factors of Spending and Saving
Spending and saving trends and consumer behaviors have changed significantly in the past decade with the rise of alternative forms of payments like Buy Now, Pay Later and new ways to invest and save, not to mention new technology innovations and the impact of COVID-19 on finances. This panel will unpack the good and bad of the future of payments, investing, and savings.
Location: Primrose A
Moderator (Sponsor): Jerry Jensen
Vice President of Sales, Experian Partner Solutions, Experian
Ankit Bhatt
Consumer Chief Digital Officer, U.S. Bank
Michael Reust
President, Betterment
Mary Wisniewski
Editor and Fintech Reporter, Bankrate
4:00 PM - 4:15 PM
Break
4:15 PM - 5:00 PM
Afternoon Keynote: Q&A with will.i.am
Location: Main Ballroom
will.i.am
Creative Innovator, Entertainer, and Tech Entrepreneur
5:00 PM - 6:30 PM
6:00 PM - 8:00 PM
Dinner
7:30 PM - 9:30 PM
Concert & Drinks
Location: Oktoberfest Tent
DJ performances and live vocals from will.i.am and Apl.de.Ap, global multi-platinum recording artists from the Black Eyed Peas, and DJ Ammo, who has remixed and produced songs for the Black Eyed Peas, Nicki Minaj, Britney Spears, and more.
Thursday, September 22, 2022
All times in Mountain Time
7:30 AM - 2:00 PM
Sponsor Hall Open
Location: Ballroom Mezzanine
Grab a coffee and an opportunity to network with our sponsors in between sessions. Sponsors include: Experian, Moov, NCR, SavvyMoney, Atomic, Hello Iconic, Tailwind, Sardine, Cequence, Apiture, Dwolla, Sila, and She Banks. Be sure to also snag a Sponsor Hall Bingo card and fill it out for a chance to win a Nintendo Switch!
8:00 AM - 9:00 AM
Grab and Go Breakfast
Location: Sponsor Hall
8:00 AM - 2:00 PM
MX Product Experience Lounge
Location: Superior A
At the MX Product Experience Lounge, you can discover, experience, and solve problems with MX products. MX solution consultants and product and engineering leaders will be on hand to answer any questions, provide live demos of new MX products and solutions, and help you solve business needs and challenges in real time.
9:00 AM - 11:00 AM
Industry Breakout & Product Sessions
9:00 - 9:45 AM
Dreamers
The Need for Speed: Meeting Rising Borrower Expectations
Consumers have instant access to information and a range of products and services at their fingertips. And, their expectations for faster lending decisions are on the rise. How are lenders meeting the needs of borrowers today?
Location: Primrose A
Moderator: Corinne Bartow
Vice President of Business Development, MX
Brent Chandler
Founder and CEO, FormFree
Keren Moynihan
CEO, Boss Insights
Rhett Roberts
Co-founder and CEO, LoanPro
Doers
What’s for Breakfast? Unlocking the Value of Data to Change Culture and Drive ROI
How are organizations preparing for the future of the financial industry? The future is here. While culture may eat strategy for breakfast, it requires data to future-proof your organization. Join us for a discussion on how to unlock the value of your data to bring culture into alignment and drive return on investment.
Location: Primrose B
David Hall
Senior Director, MX Catalyst
Disruptors
Striking the Balance of Innovation with Standards, Safety, and Soundness
Open Finance and Open Banking in the U.S. still lacks clear rules of the road. This can impede innovation, makes America less competitive on the global stage, and potentially robs consumers of affordable financial solutions. Join us for a discussion on how to strike the right balance of innovation with driving consistent standards, consumer safety, and sound practices.
Location: Main Ballroom
Moderator: Nicky Klein
Senior Director, Open Finance, MX
Don Cardinal
Managing Director, Financial Data Exchange
Penny Lee
CEO, Financial Technology Association
Samantha Seaton
CEO, Moneyhub
9:45 - 10:00 AM
Break
10:00 - 10:45 AM
Dreamers
Pardon the Finterruption
Taking a page from ESPN’s Pardon the Interruption, the debate is the story in this fast-paced, high-energy discussion on all things finance, fintech, and everything in between. Be ready for anything as Jim Marous and Ron Shevlin take the stage.
Location: Main Ballroom
Jim Marous
Co-publisher, The Financial Brand
Ron Shevlin
Chief Research Officer, Cornerstone Advisors
MX Product Sessions
How MXdata Helps You Better Understand and Engage Consumers
Location: Primrose B
Geoff Huckleberry
Vice President of Digital Strategy, Achieve (formerly Freedom Financial Network)
Cole Johnson
Enterprise Account Executive, MX
Parker M. Wilson
Product Marketing Manager, MX
MX Product Sessions
Improving Financial Wellness with MX Insights
Location: Primrose A
Ernie Buday
Director of Product Marketing, MX
Fred Lange
Group Product Manager, MX
10:45 AM - 11:00 AM
Break
11:00 AM - 12:30 PM
Industry Keynotes
Location: Main Ballroom
Features keynotes from Jacob Morgan, Forrester, Wade Arnold, Founder and CEO of Moov, and Robin Hauser, award-winning producer and director of $avvy.
Wade Arnold
Founder and CEO, Moov
Tanya Van Court
Founder and CEO, Goalsetter
Robin Hauser
Producer and Director, $avvy
Jacob Morgan
Principal Analyst, Forrester
Kara Parkey
Vice President, Office of the CEO, MX
12:30 PM - 2:00 PM
Executive Networking Lunch
2:00 PM
End of Show
Register Today
Money Experience Summit – MXS – is the premier gathering of finance and fintech leaders, influencers, builders, and connectors. Join us for 3 days of inspiring speakers, insightful discussions, and one-of-a-kind experiences.
Group Pass
(3+ Attendees)
Individual Pass
Preferred Pass
Individual Pass Access, plus:
- Reserved Keynote Seating
- Preferred Seating at All Meals
- Preferred Access to Welcome Reception and Entertainment
- Exclusive Bonus Swag
$1,699
Locals One-Day Pass
(For Wed, Sep. 20 Only)
- Wednesday Keynotes
- Wednesday Breakout Sessions
- Wednesday Meals
- Entertainment
$799
Locals Social
Connect with other Utah finance and technology executives during Money Experience Summit (MXS). You’ll get to connect with local leaders in an intimate setting before Concert & Drinks with DJ performances and live vocals from will.i.am and Apl.de.Ap from the Black Eyed Peas, along with DJ Ammo.