Registration Open

Lunch

Come early and enjoy curated activities in the mountains of Utah. 

Alpine Activities

We’re kicking things off in style with our welcome reception against the backdrop of Utah’s mountains and Jordanelle Reservoir. Join us for food, drinks, and your own customized swag experiences.

Welcome Reception and Dinner

Yoga (Optional)

Breakfast

Start the morning with our round-up of inspiring, innovative, and insightful keynote speakers. More speakers coming soon! 

Sol Rashidi

Chris Barton

Ryan Caldwell

Wes Hummel

Keynotes

From Gen Alpha to Baby Boomer, we’re putting together a panel of the consumers we all serve for an unscripted conversation about what they really think about their financial providers, how they manage their money, and what they actually want. If you really want to understand your customers, now is your chance. 

Alex Johnson

Bob Barge

Emily Hummel

Finances by the Generation, from the Generations

Networking Break

Breakout Sessions

When you put your customers first, everything else falls into place. By placing the tools and knowledge that promote better financial health into the hands of your customers, you can experience better loyalty, engagement, and results for your business. Long story short — better consumer outcomes means better business outcomes. In this session, we’ll explore the best paths forward for powering consumer health.

Jennifer Tescher

Jana Manley

Jason Mikula

Freda Amir

Financial Health = Better Loyalty, Engagement, and Outcomes

Future Proofing Your Business

Primacy used to be more straightforward — hometown banks and lifetime relationships. But, most consumers no longer have just one financial relationship and consumers have more choice than ever in where to turn to meet their financial needs. Primacy no longer has a single definition and consumers often have more than one primary relationship. In this session, we’ll weigh in on what primacy means today, how to measure it, and how financial institutions can meet the evolving needs of consumers.  

Nathan Quezada

Darlene Johnson

David Metz

Primacy, Schimacy: What Does It Mean Today?

Let’s face it, fraud sucks and it’s only getting harder to combat. Every step forward we take in the financial industry comes with bad actors trying to warp new technologies for their own gain. Fighting fraud means understanding how it has changed and how to predict where vulnerabilities will pop up next. In this session, we will discuss the ways fraud has changed and how to defend against it now and in the future. 

Your Least Favorite F-Word: Fraud

For the first time, we’re inviting our colleagues, and sometimes competitors, from Plaid, Mastercard Finicity, and others to join us on stage for an open dialogue about the path forward for Open Finance, the power of connectivity, and the various philosophies and principles that will get us there. 

Jane Barratt

Aggregating the Aggregators… on Stage | The Path to Open Finance with Data Intermediaries

Networking Happy Hour

Dinner

Join us for an evening of trivia, cocktails, and maybe a little dancing — and try to earn the ultimate prize (we’ll tell you what it is later). Form your own trivia team (up to 5 people) in advance or match up with your peers at the start. Either way, we promise you’ll have fun. 

Park City Trivia Night 

Morning in the Mountains Hike (Optional) 

Roundtable Discussions and Workshops

Afternoon Meetings and/or Departures

World’s First Chief AI Officer

Founder and Creator of Shazam

Founder and CEO, MX

Chief Product and Technology Officer, MX

Penny Lee

CEO, Financial Technology Association

Founder and CEO, Financial Health Network

Chief Advocacy Officer and Head of Public Policy, MX

Founder, Fintech Takes

Founder and CEO, Prizeout

Publisher, Fintech Business Weekly

SVP, Digital Strategy, Suncoast Credit Union

College Student

Retired IT Operations and Information Security Leader

Executive Vice President and Chief Strategy and Transformation Officer, Suncoast Credit Union

 Senior Vice President, Consumer Client Experience and Governance, Bank of America

CMO, Head of Marketing, Cal Coast Credit Union

September 15-17, 2025 | Park City, Utah

2025 Agenda

Monday, September 15