

Why should you attend?
CeFPro’s Digital Banking Series is a great opportunity to come together with likeminded industry professionals looking to learn from industry front-runners on how to lead the digital transformation taking place within banking.

2023 Key highlights of the upcoming agenda
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DIGITIZATION AND DIGITAL TRANSFORMATION
Assessing the challenges of transitioning to the next generation of digital
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FINTECH COLLABORATIONs
Understanding the importance of collaboration between legacy banks and fintech digital only banks
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CHATGPT/GENERATIVE AI
Reviewing the use of Generative AI to enhance the banking sector
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OPEN BANKING
Managing how open banking can be used as a tool in digital environments
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CBDC, STABLECOINS AND DIGITAL ASSETS
Overview of the CBDC landscape, who will be driving adoption and who CBDCS will be made available to
- REAL-TIME PAYMENTS
Anticipating how the real-time payments landscape will continue to grow over the next year
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CUSTOMER EXPERIENCE
Enhancing customer experience to compete with digital banks and big tech organizations
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FRAUD & CYBER SECURITY
Improving controls and staying ahead of fraudsters in a digitally enhanced environment
Hear from subject matter experts and industry front-runners

An engaging and interactive agenda across 2-days
Participate in a comprehensive exploration of the topics at hand via presentations, panel discussions, and live Q&As to facilitate learning and engagement.

Subject matter experts and highly-regarded practitioner speakers
Our line-up of 30+ knowledgeable and experienced practitioners speakers bring the highest standard within the industry, offering fresh perspectives and insights for you to return to your department with.

7+ hours of available networking opportunities
Continue conversations from inside the auditorium over coffee, lunch, and at our complimentary drinks reception. Make meaningful career-long industry connections to use to your professional advantage.
Key speakers for the 2023 Congress

John Stewart
Global Head of Commercialization, Global Transaction Services
Bank of America

Thomas Sullivan
Managing Director
Societe Generale

Sunil Challa
Managing Director, Global Head of Payments Architecture and Strategic Solutions, Group CTO
Credit Suisse

Jonas Vernon Ng
COO Laurel Road, a division of KeyBank
KeyBank

Clare Fortune
ED, Global Liquidity & Deposit Account Solutions
JP Morgan Chase & Co.

Isabelle Jang
Director, Digital Product and Design
RBC

Ashutosh Tripathi
Managing director
Mizuho

Curt Queyrouze
President
Coastal Bank, Coastal Financial Corporation

Rodrigo Suarez
Chief Banking & Innovation Officer
Piermont Bank

Barry Baird
Head of Payment, TD AMCB
TD Bank
Just some of the organizations that have sent attendees in the past include:
I enjoyed this immensely, sharing the stage with many amazing thought leaders and industry practitioners to address the challenges and uncover opportunities to solve TPRM pain points… Lots of great dialogue and collaboration to move the industry forward!
Our team was able to attend the CeFPro TPRM USA: Cross Industry conference… The conversations were fantastic and the networking opportunities even better.
TPRM USA: Cross Industry was extremely productive and insightful! We met senior TPRM professionals from various industries and shared our experiences…
Great event discussing TPRM transformation and supply chain resiliency… Always great to learn rom industry experts…
This was the best Risk Americas Convention in a decade!
Once again, an excellent Risk Americas Convention! With special thanks to CeFPro’s team for ably helping to make this such a splendid seminar.
Proud to sponsor such great events each year!
Risk Americas was amazing and extremely informative! I am so glad that I was privileged to attend… and learn from other’s best practices and keeping up with new methodologies, regulations and innovations.
Session previews and related insights
Get an insight of what to expect from the Congress with our past and present speaker session previews.
Managing models in a recession environment and proactive identification of changes
Managing models in a recession environment and proactive identification of changes George Soulellis, Chief Enterprise Model Risk Officer, Freddie Mac Below is an insight provided by Shawn ahead of his 2023 session at Advanced Model Risk USA. {{ vc_btn: title=Find+out+more+about+our+2024+Advanced+Model+Risk+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fadvanced-model-risk }} The views and opinions expressed in this article are those of the thought leader as
Collaboration of 3 LoD for effective model risk oversight
Collaboration of 3 LoD for effective model risk oversight Shawn Tumanov, Director, Data & Analytics Governance, BMO Financial Group Below is an insight provided by Shawn ahead of his 2023 session at Advanced Model Risk USA. {{ vc_btn: title=Find+out+more+about+our+2024+Advanced+Model+Risk+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fadvanced-model-risk }} The views and opinions expressed in this article are those of the thought leader as an
Weaving AI and ML into customer experience
Weaving AI and ML into customer experience Paul Mullins, former Managing Director, HSBC Below is an insight into what can be expected from Paul's participation at CeFPro's Customer Experience Summit. {{ vc_btn: title=Find+out+more+about+Customer+Experience+Europe&style=outline-custom&outline_custom_color=%23001c64&outline_custom_hover_background=%23001c64&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fcustomer-experience-europe%252F }} The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to
Balancing digital implementation whilst retaining customer relationships
Balancing digital implementation whilst retaining customer relationships Yawar Choudhry, Head of Client Services Proposition, Legal & General Below is an insight into what can be expected from Yawar's participation at CeFPro's Customer Experience Summit. {{ vc_btn: title=Find+out+more+about+Customer+Experience+Europe&style=outline-custom&outline_custom_color=%23001c64&outline_custom_hover_background=%23001c64&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fcustomer-experience-europe%252F }} The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed
2023 Sponsors
Co-sponsor
Associate Sponsor
Content and media partners
2023 Speakers

Sean Albertson
former Head of Client Experience Measurement & Analytics,
formerly of Charles Schwab

Sean Albertson
Sean Albertson is the Head of Client Experience Measurement & Analytics at Charles Schwab. Sean and his team provide analysis and actionable insights to leaders within the Investor Services, Advisor Services and Digital Services business units. In addition to traditional survey and research, Sean drives journey & text analytics strategies across Schwab’s contact channels.

Rahul Agarwal
SVP, Product Management
Wells Fargo

Rahul Agarwal
Rahul Agarwal has over 20 years of cross-industry experience in strategy consulting, enterprise transformation and product management. As part of Wells Fargo’s Corporate Risk Strategy team, he has been involved in a multi-year transformational journey to strengthen, rationalize, simplify and automate the risk framework, policies, processes and technology. He is located in Raleigh, NC.

Suresh Ande
Director, Global Markets Analytics
Bank of America

Suresh Ande
Suresh is a highly experienced Technology and Data executive leader with a diverse background that encompasses Software Engineering, Data Engineering, Data Analytics, Data Science, Artificial Intelligence, and Machine Learning. He has accumulated more than 23 years of expertise across various sectors, including Financial Services, Retail, Manufacturing, Healthcare, and Insurance. His career has seen him contribute to prominent organizations such as Bank of America, ODP Corporation, Medtronic, and Wipro.
Throughout his career, Suresh has demonstrated his thought leadership and innovation in the technology field. He has a track record of developing innovative and cost-effective technology products and solutions. These innovations have consistently driven improvements in customer acquisition, engagement, and retention strategies.
Moreover, Suresh has taken on various leadership roles where he played a pivotal role in shaping product vision, strategy, and execution. He has been instrumental in driving cutting-edge digital initiatives within his organizations, aligning them with the ever-evolving technological landscape.

Alethea Avatara
SVP, Product Management Director
Wells Fargo

Alethea Avatara
Alethea Avatara is a product executive with 30 years of experience in Cards and Merchant Services. She is currently leading business transformation initiatives with Wells Fargo Merchant Services as the Head of Strategic Planning and Delivery. Alethea’s team is responsible for Commercialization, Portfolio Optimization, Product Controls, and building new Data Products. Alethea is also the Executive Co-Sponsor for the DE&I initiatives within Wells Fargo Merchant Services. As a neurodivergent female, Alethea is passionate about breaking down stereotypes in the workplace and supporting mental health causes. Alethea developed a passion for data and solving complex business challenges from her long tenure at J.P. Morgan Chase where she led several systems and data conversions, built a new Rewards Core Processing system from scratch, implemented new products such as Ultimate Rewards, Chasenet, and Chase Offers. Alethea also played a significant role in the integration of two, JPMC, Silicon Valley acquisitions: Bloomspot and WePay. In her spare time, Alethea enjoys mentoring, listening to podcasts, mountain biking, traveling, and spending time with her husband and their four children.

Barry Baird
Head of Payment, TD AMCB
TD Bank

Barry Baird
Barry Baird is the Head of Payments Capability and Delivery at TD Bank, America’s Most Convenient Bank®.
Barry is responsible for identifying innovative solutions to consumer payment issues, designing experiences that are appealing to all of TD’s customer segments and working across the Payments Strategy and Implementation teams to deliver an aggressive roadmap that differentiates TD as a leader in this space.
Previously at TD, Barry was responsible for customer experience measurement and benchmarking, escalated complaints, reward and recognition programs, omni-channel distribution strategy and customer experience business intelligence and analytics.
Barry joined TD Bank in May 2017 from PayPal, where he served as Head of Business Operations, Project Management Operations, and the PayPal Credit Card Program. Barry led the end-to-end program management of all new PayPal credit initiatives and roadmap prioritization, including all major product and platform builds. He joined PayPal Credit in 2012 as Head of Voice of Customer.
Prior to joining PayPal, Barry spent 19 years at Bank of America and MBNA, where he held a variety of leadership roles in product development, customer and associate experience, fulfillment, credit acquisition, collections and telemarketing.
Barry has a Bachelor of Arts in History from Virginia Polytechnic Institute and State University and earned his Master of Business Administration in Finance and Marketing from the University of Delaware. He resides with his family in Kennett Square, Pa.

Michael T. Borgia
Partner, Information Security Practice Lead
Davis Wright Tremaine LLP

Micheal T. Borgia
Mike Borgia leads DWT’s information security group in the technology, communications, and privacy and security practice. He advises clients on data breach prevention, readiness and response, complex internal investigations, and compliance with global security laws and regulations. Mike draws on his years of experience as outside counsel, cybersecurity consultant, in-house counsel at a global technology consultancy, and implementation project manager at a major software firm to help clients identify and tackle their toughest information security problems.
Mike’s practice spans every phase of the information security lifecycle. He advises clients on compliance with global security, privacy and information technology laws, frameworks, and standards. He works with clients of all sectors and sizes to assess and improve their incident readiness and security posture.

Surendra Reddy Challapalli,
VP
Citi

Surendra Reddy Challapalli
Surendra Reddy Challapalli, a seasoned Technology Professional and Banking & Financial Markets Subject Matter Expert (SME), is a thought leader known for advancing cutting-edge B2B FinTech solutions that enhance financial markets’ efficiency and functioning. With over 16 years of experience, he collaborates with global financial institutions, gaining a comprehensive, worldwide perspective on the intricacies of the FinTech sector. As Vice President at a leading North American financial institution, he manages multimillion-dollar projects. Beyond his executive role, Surendra’s influence extends through mentoring, writing, speaking engagements, and serving on industry award judging panels & advisory boards.

Fiona J Deroo
MD, Global Head of Product Launch & Commercialization Groups
Bank of America

Fiona J Deroo
Fiona is Head of Global Product Launch and Commercialization for Global Transaction Services (GTS) at Bank of America. She oversees the critical multi-dimensional function of a streamlined an effective go-to-market framework, moving solutions from build through commercialization. Ensuring thoughtful channel distribution and increasing speed to solution delivery for our clients. Partners with key stakeholders to focus rapidly changing technology, risk, improve margins and strengthen organizational effectiveness. Her extensive experience spans Global Banking and Markets businesses, including Global Transaction Services and Global Operations. Fiona has built a career based on curiosity and a deep understanding of balance sheet.

Jeff Evernham
VP Strategy & Solutions
Sinequa

Jeff Evernham
As VP of Strategy and Solutions, Jeff Evernham sets the strategy for Sinequa’s AI-powered Neural Search solutions and generative AI so that companies can Converse with their Content™. Jeff is a thought leader in applying AI and LLMs to solve business problems so that companies can “know what they know” to drive innovation, accelerate speed-to-market, and improve efficiency. Jeff previously led Sinequa’s Customer Solutions group, and his 30+ year career spans a variety of firms and includes data analytics, consulting, and professional services. He holds Bachelor and Master of Engineering degrees from MIT.

Clare Fortune
ED, Global Liquidity & Deposit Account Solutions
JPMorgan Chase & Co.

Clare Fortune
Clare Fortune is a senior leader within the J.P. Morgan Commercial Bank Global Liquidity & Account Solutions team and works with Large Corporates, Financial Institutions and Fintech on strategic solutions for managing Cash and Liquidity, including Virtual Accounts and handling of Third Party Money.
Clare has over 18 years experience in Payments and Liquidity and has held roles in Cross Currency/FX Payments Product Development and Management, both in the US as well as Singapore where she was responsible for creating and bringing to market solutions to help global companies manage and move cash and currencies globally.
Clare holds a Bachelors in Science from Monash University (Australia) with Postgraduate degrees in Technology (eCommerce Systems) and Financial Markets.

Gaurav Gupta
Executive Director, Global Security Assurance
formerly of JP Morgan Chase

Gaurav Gupta
Gaurav is an information security professional with extensive security leadership experience in financial services firms such as Goldman Sachs and JP Morgan Chase. Gaurav lead the divisional security program for GS Investment research and lead the secured migration of research business platforms ecosystem to public cloud and ensured business resiliency for millions of global customers. He is curently helping companies better manage their cybersecurity risks by (1) assisting their leaders in defining and executing enterprise security program and (2) implementing proactive cybersecurity strategies to safeguard digital assets and enable technology innovation in a rapidly evolving threat landscape.

Michael Ivie
Managing Partner, Head of FS Consulting
Phyton Consulting

Michael Ivie
Michael is a Managing Partner at Phyton Consulting, a specialized professional services firm that empowers data intensive businesses with subject-matter leadership and execution-focused delivery capabilities. Michael has over a decade of experience in Finance, Risk, Data Management, and Technology in both public and private sectors. His diverse background working across the enterprise and in numerous change management roles for many of the world’s leading financial institutions has helped him develop a unique perspective on how these organizations function and how to navigate a changing business, technical, and regulatory landscape.
Michael received an MS in Finance and an MBA in Risk Management & Insurance from Georgia State University’s J. Mack Robinson College of Business. He earned a Professional Risk Manager (PRM) certification from PRMIA, Basel Compliance Professional designation from BCPA, Project Management Professional (PMP) credential from PMI, and numerous professional industry licenses and data/IT certifications.

Isabelle Jang
Director, Capital Markets Liquidity & Accounts
RBC (Royal Bank of Canada)

Isabelle Jang
Isabelle Jang is a financial services leader in innovation with 15 years of professional work experience in strategy, product and implementation, and 10 years of practice and academic training in compliance. She excels at bridging between strategy and execution to deliver complex projects. She is currently Director overseeing credit, deposit and liquidity for a digital-first and client-led new business at Royal Bank of Canada. Isabelle has developed strategy and led execution in agile for global products from launch to scale in both business and compliance through her work at Citi Group, American Express, U.S. Bank and Hewlett Packard.

Sonam Jha
Director, Emerging Technology & AI
TIAA

Sonam Jha
Sonam is an accomplished analytics technology leader with over 12 years of experience in developing enterprise products and delivering consulting engagements in the Banking and Insurance industries. Sonam possesses a broad range of expertise in analytics technology, software, and cloud solutions, having developed a proven track record of effectively leveraging data-driven insights to drive informed decision-making and achieve business goals. As a hands-on problem-solver with a strong background in multi-cloud, data engineering, machine learning, and data science, Sonam is known for her ability to lead global tech teams and build large-scale data, analytics, and cloud platforms.

Murat Kalkan
Head of New Digital Initiatives
BBVA

Murat Killeen
Well-rounded general manager, transformation executive and business builder with a demonstrated history across strategy, design and execution in Banking/Financial Services. Passionate about solving complex business problems, designing & building customer-centric solutions, creating high performing teams, and mobilizing organizations to build new businesses or drive transformation for growth.
Currently, as the General Manager of New Digital Initiatives at BBVA, responsible for founding and managing BBVA Group’s next generation Digital Banking business, managing a multi-geography team of ~150 people spanning across Product, Engineering, Marketing, Operations, Credit Risk, Legal & Compliance, Finance, HR, and Agile functions.

Konstantin Konstantinovsky
Associate Partner, Head of Process and Operational Excellence
Phyton Consulting

Gregory Luts
Gregory is a Group Product Manager with specific areas of expertise in enterprise readiness, internationalization, and privacy, security & compliance. He joined FullStory in 2019 to advance their mission to help organizations perfect their digital experiences. In that time he’s helped shape the product and the product management practice as the company experienced a period of hyper growth. Prior to making the jump to start-ups, Gregory held director-level positions across product management, marketing, and operations for both private equity and public companies in the business intelligence industry.

Gregory Lutz
Group Product Manager, Data Engine
FullStory

Gregory Luts
Gregory is a Group Product Manager with specific areas of expertise in enterprise readiness, internationalization, and privacy, security & compliance. He joined FullStory in 2019 to advance their mission to help organizations perfect their digital experiences. In that time he’s helped shape the product and the product management practice as the company experienced a period of hyper growth. Prior to making the jump to start-ups, Gregory held director-level positions across product management, marketing, and operations for both private equity and public companies in the business intelligence industry.

Rob MacPherson
Head of Corporate Development
Phyton Consulting

Rob MacPherson
Rob MacPherson will be speaking at CeFPro’s Digital Banking Congress

Jim Maimone
SVP, Senior Enterprise Payments Platform Product Manager
Citizens Bank

Jim Maimone
Jim Maimone, CTP, SVP, Senior Payment Hub Product Manager, has over 25 years of commercial payments experience in a variety of roles from ACH to Integrated Payables to Commercial Cards, and now Real Time Payments. Jim is currently responsible for developing and implementing payments strategies to help clients achieve the benefits of Invoice-to-Pay solutions. A graduate of UMass Boston, Jim holds a BA in Economics and a MS in Finance from Boston College. Jim resides in Stoneham, MA and enjoys coaching and playing ice hockey.

Benjamin Maxim
Chief Digital Strategy & Innovation Officer
MSU Federal Credit Union

Ben Maxim
Ben Maxim joined MSU Federal Credit Union in 2007 and currently serves in a dual role as Chief Digital Strategy and Innovation Officer for MSUFCU and as Chief Technology Officer for MSUFCU’s wholly-owned CUSO Reseda Group. He is responsible for assessing emerging business trends and technologies, providing strategic direction for existing and future digital channels, and facilitating innovation throughout the Credit Union including leading their innovation center The Lab at MSUFCU. He is also responsible for the technology and product pillars of Reseda Group and its subsidiaries. Maxim began work initially as a Web Developer and in 2014, he became E-Commerce Manager before moving into roles including Assistant Vice President of Software Development. He earned a bachelor’s degree from Michigan State University and a professional certificate in Innovation & Entrepreneurship from Stanford University. Maxim was honored as Finopotamus’s 2022 Tekkie Awards Technologist of the Year.

Rey Mihai
Manager, Process and Operational Excellence
Phyton Consulting

Rey Mihai
Rey is an accomplished professional with extensive experience in client-facing roles, possessing diverse expertise in solutioning, implementation, and delivery across enterprise and startup sectors. As the Manager of Process and Operational Excellence at Phyton Consulting, she is committed to driving customer value and operational efficiency.
Rey is a forward-thinking futurist with an unwavering passion for emerging technologies and digital transformation. She is dedicated to guiding financial services clients in preparing their businesses to thrive

Miguel Navarro
SVP, Business Technology Executive – Conversational AI Enterprise Delivery
KeyBank

Miguel Navarro
Born and raised in Philippines, I first started developing in the 5th Grade, thanks to Ramon (my brother) for teaching me Turbo Pascal to create our first game together. From there, he started teaching me Visual Basic and PowerBuilder. Moved to the US in 2001 and from there, I started learning C++, Java, JavaScript, HTML, CSS, etc. When Apple announced that people will be able to develop and publish their own Mobile Apps, I downloaded XCode and got my hands dirty with Objective-C and then Swift. I started NMigMa Entertainment and created a few apps for both iOS and Android because it was fun and started monetizing my love for End to End Mobile app Development and Product Management. My past role in TD Bank was the Head of Voice and Emerging Platforms and currently a Business Technology Executive, Conversational AI External Delivery in KeyBank. Outside of work, I am swimming in everything Conversational AI and Web3 (more NFTs and metaverse) while I experience as much awesome times with my family.

Chris Pinkerton
Chief Growth Officer,
Flybits

Chris Pinkerton
Over the past 20 years, Chris has worked with the digital teams at companies including Google, Allstate, Zurich, TD, Cigna Healthcare and The New York Times. All in an effort to help them better understand their digital customer and apply this insight to their acquisition and growth strategies.
Currently, Chris is the Chief Growth Officer at Flybits – a leading customer experience platform for the financial service industry. Enabling banks to design, launch, and measure data-driven personalization that delivers the right information to the right customer at the right time, while preserving their privacy.

Curt Queyrouze
President
Coastal Bank, Coastal Financial Corporation

Curt Queyrouze
Curt Queyrouze joined Coastal Community Bank in 2022 and currently serves as the President. Mr. Queyrouze has a background with expertise in credit, risk management, and financial technology.

Andreas Simou
Managing Director
Center for Financial Professionals

Andreas Simou
Andreas Simou will be speaking at CeFPro’s Digital Banking Congress

John Stewart
Global Head of Commercialization, Global Transaction Services,
Bank of America

John Stewart
John Stewart is the Global Head of Product & Client Commercialization for Bank of America Global. John is responsible for developing and leading commercialization programs that increase client engagement, product adoption and revenue for Global Transaction Services across payments, FX, receipts, corporate cards, liquidity management, trade and supply chain finance. In this role John leads digital content and experience management programs that transform client engagement and drive sales efficiency and effectiveness by delivering personalized content to prospects and clients.
Prior to this role, John held leadership roles in marketing, corporate strategy and operations for BNY Mellon, Thomson Reuters, Citigroup and State Street.

Akita Somani
SVP BNPL/POS Lending, DEI Champion
U.S. Bank

Akita Somani
Akita has over 22 years of international experience in retail financial services and payments, with U.S. Bank (Elavon), Mastercard, Visa, Citi, Barclays and HSBC, across different roles in business transformation, propositions, strategy and business development. Having lived and worked in five different countries, she brings a rich understanding of markets at different stages of development, and diverse cultures, across Asia, Europe, Middle East & Africa. She completed her bachelor’s from Delhi University and MBA from XLRI-Xavier School of Management, Jamshedpur, in India.
In her role as the Diversity, Equity and Inclusion Champion at U.S. Bank and as a member of the Advisory Boards for Women in Payments ASEAN and Money 20/20 AMPLIFY, Akita relentlessly drives constructive actions on building diversity, equity and inclusion in the industry. She was also shortlisted for the Women in Payments 2021 ‘Advocate for Women’ Award for EMEA.

Rodrigo Suarez
Chief Banking & Innovation Officer
Piermont Bank

Rodrigo Suarez
Biography Coming soon

Thomas Sullivan
Managing Director
Societe Generale

Thomas Sulivan
Thomas will be speaking at CeFPro’s Digital Banking Congress

Steve Turner,
Managing Director
Empyrean Solutions

Steve Turner
Steve Turner Bio: Steve is a Managing Director at Empyrean Solutions focused on introducing Empyrean to some of the largest, most sophisticated banks in the U.S., Canada, and the U.K. In this role, he leverages his experience as a successful financial services industry executive and consultant leading engagements in treasury, liquidity management, balance sheet and capital strategies, finance, regulatory risk compliance, and credit portfolio oversight.
He regularly presents and chairs industry risk conferences including CeFPro Risk Americas and Marcus/Evans Liquidity Summit. He has published in numerous industry journals including Bank Director, Bank Accounting and Finance, Commercial Lending Review, and American Banker.
Prior to joining Empyrean Solutions, Steve held Managing Director positions at Novantas and First Manhattan Consulting Group. He started his career leading treasury at Shawmut National Corporation, a leading Northeast regional bank. He has an undergraduate degree in economics from Allegheny College and an MBA in finance from Tulane University.

Jonas Vernon Ng
COO Laurel Road, a division of KeyBank
KeyBank

Jonas Vernon Ng
Jonas Ng currently serves as COO for Laurel Road, KeyBank’s fast-growing Fintech subsidiary. In this role, he leads acquisition, onboarding, credit/underwriting, risk management, quality control, and sales/servicing.
Previously, Jonas served as Head of Commercial Digital for KeyBank, driving strategic direction of digital properties/capabilities for KeyBank’s Commercial and Payments businesses. He also ran the Financial Wellness Product and Strategy Teams, bringing Financial Wellness to market for KeyBank’s Consumer Bank.
Prior to KeyBank, Jonas worked at Nationwide, Discover, Enova Financial, MBNA, and seven start-ups and consulting boutiques. He has had leadership roles in Marketing, Product, Finance, Operations, Strategy, Business Development, Mergers & Acquisitions, Application Development, and Innovation.

Stan Yakoff
Head of Americas Supervision
Citadel Securities

Stan Yakoff
Stan is the Head of Americas Supervision at Citadel Securities covering trading, technology, and risk management, and an Adjunct Professor of Law at Fordham University School of Law teaching Trading, Risk Management & Market Structure Regulation. Stan previously worked at Marshall Wace architecting the US compliance program and scaling globally to EU and APAC. Prior to that he worked at Knight Capital Group focusing on algorithmic trading, market structure, and surveillance. He holds a J.D. in Law from Fordham University School of Law where he was an Associate Editor on the Journal of Corporate & Financial Law, and additionally holds an M.Eng. in Engineering Management, M.S. in Pharmaceutical Manufacturing Engineering, and M.A. in Technology, Policy & Ethics from Stevens Institute of Technology. When not lecturing on regulatory trends, product development, and technology, Stan can be found on the tennis courts.
2023 Sponsors
Co-sponsor

Phyton Consulting
Phyton Consulting focuses on the most complex initiatives facing our clients and strives to be the best subject matter-led, execution-focused group on the street. Our services are conceived to address your industry-specific business and data challenges with the right blend of tactical and strategic execution. Phyton excels at enhancing the way organizations approach change across people, culture, processes, and technology. Our cross-industry understanding of Data Management best practices is our core strength. By integrating Phyton’s refined data framework and the core governance pillars that support it with subject-matter expertise, we are driving the harmonization of best practices across industries.
Associate Sponsor

Davis Wright Tremaine LLP
Davis Wright Tremaine LLP serves clients from 10 offices around the country. Combining deep regulatory and technology expertise, we advise on matters ranging
from strategic transactions to high-stakes disputes to core operational issues. We provide excellent legal work, but our main focus is on helping clients achieve their strategic goals by providing the highest level of client service, however our clients define it. We are recognized as a national leader in our commitment to DEI and pro bono. Recent honors include being named an Inclusion Champion by Diversity Lab, a Social Impact Leader by Law360, and “Mid-Size Company of the Year” at the Los Angeles Business Journal’s 2022 DEI Awards. We received Mansfield Certification Plus each of the past two years, recognizing our demonstrated commitment to elevating lawyers from under-represented minorities into positions of leadership.

Flybits
Flybits aims to revolutionize customer experience delivery by better leveraging data, AI and no-code tools. We seek to redefine how financial institutions engage with customers through an agile personalization framework. Our “build once, deploy widely” approach accelerates customer experience (CX) innovation, at scale.
The Flybits platform realizes this vision by empowering business users to design and launch data-driven experiences with minimal IT involvement. Our goal is to enable seamless data synchronization and personalized insights across internal and partner systems, delivering tailored experiences to clients. To learn more visit www.flybits.com.

Full Story
FullStory helps businesses understand, measure, and improve their digital experience across sites and apps. With FullStory, product, engineering, and UX teams can align around the customer, break down internal information silos, and achieve company objectives together—faster. The end result? A digital experience customers love.

Sinequa
Sinequa enables organizations of all sizes to put their content to work through the Sinequa Search Cloud. Customers trust the Search Cloud to connect, organize, and enrich all their content, learn from employee interactions, and present contextually relevant information with every search. Employees are empowered with the knowledge, expertise, and insights needed to make fast, informed decisions. Sinequa helps customers accelerate innovation, reduce duplicate work, foster real-time collaboration, and increase productivity. For more information, visit www.sinequa.com.
Content and media partners

CeFPro Connect
CeFPro Connect aims to connect industry experts through thought leadership content and timely news, written for the industry, by the industry. Gain unlimited access to CeFPro’s unparalleled library of resources including iNFRont Magazine, market intelligence reports, filmed presentations, insights Q&A’s, and much more.
Sign up for free.

iNFRont Magazine
iNFRont Magazine is a unique publication providing regular insight on the operational and non-financial risk (NFR) sector. Featuring contributions provided by leading industry figures and experts from around the world, iNFRont Magazine touches on the most critical themes and challenges currently affecting financial professionals.
Available to download for free.
Would your organization like to partner with us on this event?
To discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities, please contact sales@cefpro.com or call us on +1 888 677 7007 for more information.
Frequently Asked Questions
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- Breakfast, lunch and refreshment breaks
- Drinks reception at the end of day-1
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* Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.
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