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WHF 2018 Symposium: Innovation and Evolution of Financial Services—A Focus on FinTech
Jones Day
300 New Jersey Avenue, NW
Washington, DC 20001
United States
Wednesday, April 25, 2018, 9:00 AM - 5:30 PM EDT
Category: Events

Online registration is now closed. Onsite registration will be available at the event. 

Program Description: 

The Women and Housing and Finance 2018 Annual Symposium will focus on the impact of the global and rapidly growing applications of financial technology (FinTech) on financial services providers and their customers and how the industry regulators are responding to this transformation of financial services.  The annual symposium is intended to acquaint attendees with trends and advances in the FinTech industry and major issues for financial service providers to consider when evaluating their business models.  The annual symposium begins with a broad overview of FinTech – what is here and what’s to come - followed by panels examining the FinTech transformation from three different perspectives:  those of the financial services providers, consumers, and regulators.  The keynote speakers are intimately involved in the FinTech transformation.


Associate & Retired Members - $150
Government, Academic and Public Sector Members - $175
Private Sector Members - $225
NonMembers - $300


2018 Symposium sponsorships are available. Click here for the full list of opportunities.

Become a Sponsor Here


9:00AM           Registration      

9:30AM           Welcome: Joanna Shapiro, WHF President 

9:45AM           Opening Keynote Speaker - Christopher Campbell, Assistant Secretary, U.S. Department of Treasury

10:15AM         Evolution and Innovation in the Marketplace – Consumer Banking

  • Kris Hansen, CTO at Portage and Koho
  • Lynne Marlor, Bank of NY Mellon
  • Nat Hoopes, Executive Director, Marketplace Lending Association
  • Moderator: Jonah Crane, FinTech Advisor

11:15AM         Evolution and Innovation in the Marketplace – Mortgage Banking

  • Brent Chandler, CEO, Form Free
  • Matthew Cooper, CEO, Earn Up
  • Brian Faux, CEO, Morty
  • Cindy Keith, Director - Strategy & Planning, Fannie Mae 
  • Moderator:  Faith Schwartz, Senior Advisor, Accenture

12:30PM        Luncheon Keynote Speaker - Representative Trey Hollingsworth (IN-09)

1:30PM         The Changing Regulatory Landscape

  • Kelvin Chen, Fintech, Federal Reserve Board
  • Beth Knickerbocker, OCC
  • Margaret Liu, Senior Vice President and Deputy General Counsel, CSBS
  • Dan Quan, CFPB
  • Moderator: Lisa Ledbetter, Partner, Jones Day

2:30PM         FinTech and Financial Innovation:  How is technology driving innovation in the financial services industry?

  • Nupur Kantamneni, Product Manager, Affirm
  • Bernadette Kogler, President and CEO, RiskSpan
  • Danielle Kuchinskas, Senior Manager, Financial Services, Accenture
  • Patrick Pinschmidt, Partner, Middlegame Ventures 
  • Moderator: Kathryn Rock, Director, Navigant

3:45PM         Keynote Speaker – Representative Emanuel Cleaver (MO-05)

4:15PM         Keynote Speaker – Representative Patrick McHenry (NC-10)

4:45PM         Changing Faces in FinTech—How Far Have the Tech and Financial Services Industries Come? 

  • Joann Barefoot - CEO, Barefoot Innovation, CoFounder of Hummingbird RegTech
  • Sarah Biller, Co-Founder & Board Member, FinTech Sandbox
  • Monda Webb, Vice President, Earn Up

5:30PM         Reception 

Metro: Union Station (Red Line)