Wednesday
October 7
11:00 AM Registration Opens
1:15 PM Opening Remarks
1:30 PM – 2:15 PM Session 1: Panel
The AI-powered lender: A senior lending executive’s playbook
- Eliminating friction across lending workflows
- Designing the AI-enabled lending organization
- How AI can be customized across lending verticals – commercial, auto, mortgage, personal
PANELISTS:
- Jay Budzik, SVP, Director of AI/ML Model Development & Operations, Fifth Third Bank
- David Normandin, President & CEO, Wintrust Specialty Finance
- Jennifer Taylor, SVP & Head of Commercial Digital, Axos Bank
MODERATOR:
Sponsored by:
2:15 PM – 2:45 PM Session 2
Fireside Chat
Suzanne Rathbun, SVP – Lending Operations Group Manager at U.S. Bank, sits down for a frank one-on-one conversation on AI in lending and the future of financial services technology.
MODERATOR:
2:45 PM – 3:15 PM Afternoon coffee break
Sponsored by:
3:15 PM – 3:45 PM Session 3: Presentation
AI in action: Building agentic workflows in modern lending
- How agentic AI can transform fragmented lending processes
- Deploying agents to triage applications and validate documentation
- Breaking down the tech stack upgrades necessary for agentic systems
PRESENTER:
MODERATOR:
Sponsored by:
3:45 PM – 4:45 PM Session 4
The FinAi solution room
During this interactive session, receive immediate, actionable advice from peers that are navigating how to deploy emerging technology within lending processes. Share lessons learned, brainstorm potential resolutions and walk away with new approaches to problem solving.
MODERATOR:
4:45 PM Cocktail Reception
Join us at the FinAi Lending Summit Opening Cocktail Reception for great drinks, great conversations, and an even better start to the summit.
Thursday
October 8
8:00 AM Registration Opens
8:00 AM Breakfast
Sponsored by:
9:15 AM Welcoming remarks
9:20 AM – 10:00 AM Session 5
Fireside Chat
A second, frank one-on-one conversation on AI in lending and the future of financial services technology with Wendy Cai-Lee, Founder & CEO of Piermont Bank.
MODERATOR:
10:00 AM – 10:45 AM Session 6: Panel
Beyond credit scores: AI underwriting to drive smarter, fairer and more-profitable lending
- How AI uses real-time cash flow data to assess true repayment ability
- Expanding access while managing risk and minimizing credit losses
- Understanding how to test, design, and monitor AI-driven underwriting models and custom scorecards
PANELISTS:
- Brett Manning, Credit Product Manager, Plaid
- Jude Melville, Chief Executive Officer, b1BANK
- Andy Wing, Director of Indirect Lending & Dealer Management, BECU
MODERATOR:
10:45 AM – 11:15 AM Coffee Break
Take a break, grab a coffee, and visit with exhibiting sponsors.
Sponsored by:
11:15 AM – 12:00 PM Session 7: Demos
Emerging technology showcase
During this session, attendees will experience demos of technologies from a curated selection of startups focused on FinAi lending.
PARTICIPATING COMPANIES:
MODERATOR:
12:00 PM – 12:15 PM Session 8: Interactive Polling
The state of AI in lending: Where does the industry stand?
How far along is the lending industry in adopting AI—and where are institutions encountering the greatest opportunities and challenges? In this interactive polling session, attendees will weigh in on their organizations’ AI strategies, current use cases, implementation roadblocks, and priorities for the year ahead.
MODERATOR:
12:15 PM – 1:15 PM Networking Lunch & Presentation
Sponsored by:
1:15 PM – 2:00 PM Session 9: Panel
Deploying AI for anomaly and complex pattern detection in loan fraud
- Innovations in real-time risk scoring
- Reducing false positives
- Examples of how AI is improving fraud prevention now
PANELISTS:
- Evan Baker, Business Chief Risk Officer – Financial Services, Capital One
- Carlos Coto, Chief Strategy & Innovation Officer, Customers Bank
- Troy Leach, Chief Strategy Officer, Cloud Security Alliance
MODERATOR:
2:00PM – 2:15 PM Coffee Break
2:15 PM – 3:00 PM Session 10: Panel
The future of lending compliance in the age of AI
- The reality of implementing gen AI in commercial deals with large data inputs
- Removing loan compliance roadblocks and labor chokepoints
- Adding speed while maintaining compliance
PANELISTS:
- James Brody, Founder & Managing Partner, Brody Gapp
- Will Rhoads, Chief Innovation Officer, Sonata Bank
MODERATOR: