Agenda

November 19 and 20th

8:30 AM ET

Watch

2024 OpenFinity Expo kick-off with Kevin Feltes

Kevin Feltes, CEO @ Financial Data Exchange

09:00 AM EST

Main Topic

1033 Essentials

Additional Topics

International Experience

Cost-Cutting Strategies

Bringing Open Banking to North America

Eyal Sivan, General Manager, NA @ Ozone API

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10:00 AM EST

Main Topic

International Experience

Additional Topics

Business Cases & Monetization

Financial Inclusion

The rise of Open Banking & Finance

Jose Luis Navarro Llorens, Open Banking/Open Finance Strategist @ BBVA

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11:00 AM EST

Main Topic

1033 Essentials

Additional Topics

How to understand and embrace open banking

Jordie Cohen, Product Team Lead @ Plaid

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12:00 PM EST

Main Topic

Legal & Privacy

Additional Topics

Panel 1: 1033 Rule: Consumer Financial Data Rights Explained

Don Cardinal, Managing Director @ Financial Data Exchange

Ryan Miller, VP & Senior Counsel, Innovation Policy @ American Bankers Association

Zoe Strickland, Senior Fellow @ Future of Privacy Forum

Andrew Grant, Co-founder/Partner @ Runway LLP

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01:00 PM EST

Main Topic

International Experience

Additional Topics

Business Cases & Monetization

Building an Ecosystem-Driven Strategy for Open Banking and Open Finance Success

Heather Xiao, CEO @ Horizon-Zero & Former UK OBIE Product & Operations Director

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02:00 PM EST

Main Topic

Business Cases & Monetization

Additional Topics

1033 Essentials

FinTech

Zero to Hero: Your Journey Beyond Compliant APIs to Thriving Open Finance Ecosystems

Natalia Cruz, Head of Open Finance @ Sensedia

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03:00 PM EST

Main Topic

Data Governance

Additional Topics

Legal & Privacy

1033 Essentials

Data Governance & Privacy

Zoe Strickland, Senior Fellow @ Future of Privacy Forum

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04:00 PM EST

Main Topic

Portal & Marketplace

Additional Topics

Business Cases & Monetization

International Experience

From Compliance to Transformation: Best Practices for Building and Growing a Successful Open Banking API Platform

James Higginbotham, Executive API Consultant @ LaunchAny

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05:00 PM EST

Main Topic

FinTech

Additional Topics

Consent Management

Portal & Marketplace

Platform Engineering and Open Banking: A Strategic Approach to Revenue Growth

Filipe Torqueto, Head of Solution Architecture @ Sensedia

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09:00 AM EST

Main Topic

Business Cases & Monetization

Additional Topics

FinTech

Navigating Consumer Data Control: Benefits and Challenges of Section 1033 Implementation

Adam Rust, Director of Financial Services @ Consumer Federation of America

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10:00 AM EST

Main Topic

Business Cases & Monetization

Additional Topics

Credit Union

International Experience

Leveraging CFPB 1033 Data for Member Retention & Customer Acquisition

Bryan Hahn, CRO @ Intellitrade Ltd

Shirli Shoham-Klein, Head of Advanced Banking Systems @ FIBI Bank

Jeffrey Staw, financial services consultant @ IngiteFI

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11:00 AM EST

Main Topic

Business Cases & Monetization

Additional Topics

FinTech

Data Governance

Lessons learned from 11 years of open banking feedbacks across the world.

Mehdi Medjaoui, Founder & Chairman @ apidays

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12:00 PM EST

Main Topic

Business Cases & Monetization

Additional Topics

Financial Inclusion

Harnessing APIs for Innovation in the Banking Digital Ecosystem

David Roldán Martínez, Head of Business Solution, AI Research Assistant @ apinity

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01:00 PM EST

Main Topic

Business Cases & Monetization

Additional Topics

Data Governance

Harnessing AI and Data Governance for Business Monetization: Navigating the CFPB 1033 Landscape

Jason Cain, CIO @ Kellogg Community Credit Union

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02:00 PM EST

Main Topic

1033 Essentials

Additional Topics

Lessons learnt when implementing a Data Provider solution

Jacob Parker, CEO & Founder @ Fiskil

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03:00 PM EST

Main Topic

1033 Essentials

Additional Topics

Legal & Privacy

Open Banking in the US: Navigating Compliance Under the CFPB’s 1033 Rule.

Florian Wahl, Product Strategy @ Akoya

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04:00 PM EST

Main Topic

Additional Topics

AI Proficiency & Leadership: What Executives Must Master Today to Be Future-Ready

Dr Anna Litvak-Hinenzon, Chief AI Product Strategist @ al-tech.ai

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05:00 PM EST

Main Topic

Portal & Marketplace

Additional Topics

Challenges of Developer Relations for an Open Banking API

Jaime Lopez, Principle Developer Advocate @ Jack Henry

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Track One

Track Two

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1033 Essentials

Business Cases & Monetization

Consent Management

Core Banking

Cost-Cutting Strategies

Credit Union

Crypto

Data Governance

Financial Inclusion

FinTech

International Experience

Legal & Privacy

Payments

Portal & Marketplace

Security

Women In Open Finance