Fintech & Banks - How Does It All Work
This event is Sponsored by: CFO Consulting Partners LLC
Wednesday, March 9, 2022
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5:30 PM ET
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9:30 PM ET
​Program Description
Community banks are realizing the strategic and operational advantages of working with FinTech partners. Some banks are integrating FinTech capabilities into their digital banking and CX programs, Others work with FinTechs to achieve process automation and operational improvements, and many institutions have not yet explored FinTech partnerships.
Eric Segal and Rob Milrod of CFO Consulting Partners will lead a panel discussion to explore what it takes to build working relationships between banks and FinTechs.
​Agenda
- 5:30 PM
Cocktails
6:30 PM
Dinner & Meeting
​Presenter(s)
Eric Segal
Partner, CFO Consulting LLC
Eric Segal, a partner in CFO Consulting Partners, heads the firm's Fintech, Banking and Financial Institutions practice. His work with CFO Consulting Partners has included serving as the Interim CFO for a $1 billion public community bank, providing clients with regulatory guidance, conducting M&A sell-side due diligence, managing SEC reporting (including 10-Q restatements), developing business plans, developing mortgage bank accounting policies, securitization analysis, and other services.
Rob Milrod
Senior Finance Leader, CFO Consulting LLC
Rob Milrod supports CFO Consulting Partners FinTech, Banking and Financial Institutions clients. He is a senior finance leader with over 25 years of experience including audit experience at a big four public accounting firm, senior global roles at Citigroup in finance, investor relations and sales, and consulting work with smaller companies and startups.
Nancy Schneier
Chief Revenue Officer and Founder, Vikar Technologies
Markus Veith
Grant Thornton Digital Asset Practice Leader & Partner in charge of the Northeast Financial Institutions Practice
Location
Normandy Farms
1401 Morris Road
Blue Bell
PA
19422
Credit Hours
Earn up to 1 Hour of CPE Credit.
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Level:
Intermediate
None
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Prerequisites:
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Advance Preparation:
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Field of Study:
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Instructional Method:
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Length:
60 Minutes
Finance - Technical
None
Group Live
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Cost
Members: $70
Non-Members: $95
Send us a message to let us know you're coming, but paying later.