Fintech & Banks - How Does It All Work

This event is Sponsored by: CFO Consulting Partners LLC

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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.

  • Level:

Intermediate

None

  • Prerequisites:

  • Advance Preparation:

  • Field of Study:

  • Instructional Method:

  • Length:

60 Minutes

Finance - Technical

None

Group Live

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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.