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Episode Directory

October 2014

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Daud Vicary Abdullah

Daud Vicary Abdullah is the President and Chief Executive Officer of INCEIF, The Global University of Islamic Finance. He has been in the finance and consulting industry for more than 38 years, with significant experience in Asia, Europe, Latin America and the Middle East. Since 2002, he has focused exclusively on Islamic finance where he has contributed to a number of books on the subject and has co-authored a book on Islamic finance entitled “Islamic Finance: Why it makes sense.” He is also a frequent speaker and commentator on matters relating to Islamic finance. He is a Chartered Islamic Finance Professional (CIFP), a Distinguished Fellow of the Islamic Banking and Finance Institute of Malaysia (IBFIM) and a former Board member (2003 – 2007) of the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI). Prior to INCEIF, he was the Global Islamic Finance Leader with Deloitte. He was also previously Acting CEO of Asian Finance Bank, an Islamic bank based in Malaysia, and Managing Director of Hong Leong Islamic Bank. View Guest page

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Cherian Abraham

Cherian Abraham is the Mobile Commerce and Payments Lead at Experian’s Global Consulting Practice. Cherian serves on the Board of Advisors for SimplyTapp and ModoPayments. He is an ex-affiliate analyst with Yankee Group on Mobile Commerce and Marketing Strategies. He serves on the Editorial board at E-Finance and Payments Law Policy, a UK Journal. Prior to his role at Experian, he founded DROP Labs, a mobile and payments advisory and continues to publish analysis on the role of mobile in the realm of payments, fraud and commerce. View Guest page

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Chris Abraham

Chris Abraham is a leading expert in digital, including online reputation management(ORM), Internetprivacy, social media marketing and digital PR with a focus on blogger outreach, blogger engagement and Internet crisis response. A pioneer in online social networks and publishing, with a natural facility for anticipating the next big thing, Chris is an Internet analyst, Web strategy consultant and advisor to major brands. He specializes in Web 2.0 technologies, including content syndication, online collaboration, blogging, and consumer generated media. Chris Abraham was named a Top 50 Social Media Power Influencer by Forbes, #1 PR2.0 Influencer by Traackr and Top 10 social media influencers by Marketwire. For what it’s worth, Chris has a Klout of 77 the last time he looked. View Guest page

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Osama Al Rahma

Mr. Osama Al Rahma is a Director at Al Fardan Group and the CEO of Al Fardan Exchange, UAE. Mr. Al Rahma is the Chairman of Foreign Exchange & Remittance Group (FERG) in the UAE, a group registered under Dubai Chamber of Commerce & Industry. He is also the Chairman of Global Reach Portal Services, a platform for mobile money transfers and payment services under the brand name REACH. He is an active member of the Management Committee of Al Fardan Financial Services. Mr. Al Rahma is the former Vice Chairman of Dubai Quality Group, a semi-government, non-profit organization and a former Board of Standard of the American Academy of Financial Management (AAFM). Mr. Al Rahma earned his postgraduate degree in Management Studies at the University of Hull, UK and a graduate degree in Electronics Engineering from the University of Bahrain. Mr. Al Rahma is an alumnus of the J.F. Kennedy School of Government’s Executive Program at Harvard University, in Dubai School of Government and also an alumnus at Queen’s University in Canada for an Executive Courses in Strategy and Finance. He has passed several trainings and workshops in Zurich, New York and Frankfurt. View Guest page

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Giles Andrews

With public perception of banks at an all time low, Giles Andrews, CFO of ZOPA, has a revolutionary approach that's fit for the iPod generation. As the CFO of social lending exchange ZOPA, a start-up challenger to the banking industry, Andrews and his colleagues are at the forefront of what they hope will be a "consumer revolution in financial services". Zopa is the online marketplace where people meet to lend and borrow money. Lenders get great returns and borrowers get low-cost loans. And with no bank in the middle, everyone gets better rates and money becomes human again. View Guest page

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Scott Bales

Scott Bales is the global leader on Innovation, Trends, Design and Mobility. A thought leader who thrives on the intersection between cultural and behavioral changes with the technology innovations. He is Chief Mobile Officer for Moven, the world’s first-ever card-less bank. Scott is a self-proclaimed extrovert who has meshed a fascination with people and what motivates them, with his enthusiasm for technology. An Australian, who currently runs the Asia Pacific office of boutique advisory firm, User Strategy in Singapore. He is “the most influential on the advancement of financial services and mobility.” With over ten years of international experience in innovation, thought leadership, implementation planning, and strategy, he is a sought after consultant and speaker who communicates his unorthodox ideas with passion and charisma. View Guest page

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James Barrat

For 20 years James Barrat has created documentary films for National Geographic, the BBC, Discovery Channel, History Channel and public television. In 2000, during the course of his career as a film-maker, James interviewed Ray Kurzweil and Arthur C. Clarke. The latter interview not only transformed entirely Barrat’s views on artificial intelligence, but also made him write a book on the technological singularity called Our Final Invention: Artificial Intelligence and the End of the Human Era. View Guest page

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J. Michael Beird

J. Michael Beird Co-Founder and Managing Director of Financial Services BankersHub.com Michael Beird is Co-Founder and Managing Director of Financial Services for BankersHub.com, web-based education, live-streaming conferences, and consulting to the financial services and banking industry. Prior to BankersHub, Michael was Director of Banking in the Financial Services Practice of J.D. Power, bringing more than 30 years of retail banking experience to managing all syndicated and proprietary studies in their banking industry practice. Michael spent 13 years in bank consulting with a focus on workforce management and process re-engineering for branch banks and retail operations. Earlier in his career, Mr. Beird worked as management advisor at financial services consulting firms and began his career with 14 years in banking with both Shawmut Bank Boston and Bank of America. He received a bachelor's degree in social psychology at the University of California, Irvine, and an MBA in finance and accounting from Cornell University's Johnson School of Management. View Guest page

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Jan Bellens

Jan Bellens is a member of the EY Global Leadership team for Banking & Capital Markets. He is committed to supporting EY's leading clients with important or rapidly growing exposure in the emerging markets and in Asia. He works closely with the global team to define and implement the EY Growth Strategy. He assists in building and acquiring cutting edge solutions for our international clients and he ensures the EY practices in emerging markets and Asia are seamlessly connected regionally and globally View Guest page

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David Birch

Dave is a founding Director of Consult Hyperion. Here he provides specialist consultancy support to clients around the world, including all of the leading payment brands, major telecommunications providers, governments bodies and international organisations including the OECD. Before helping to found Consult Hyperion in 1986, he spent several years working as a consultant in Europe, the Far East and North America. He graduated from the University of Southampton with a B.Sc (Hons.) in Physics. Described by The Telegraph as “one of the world’s leading experts on digital money”, by The Independent as a "grade-A geek", by the Centre for the Study of Financial Innovation as "one of the most user-friendly of the UK's uber-techies" and by Financial World as "mad", Dave is a member of the editorial board of the E-Finance & Payments Law and Policy Journal, a columnist for SPEED and well-known for his blogs on Digital Money and Digital Identity. He has lectured to MBA level on the impact of new information and communications technologies, contributed to publications ranging from the Parliamentary IT Review to Prospect and wrote a Guardian column for many years. He is a media commentator on electronic business issues and has appeared on BBC television and radio, Sky and other channels around the world. View Guest page

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Carrie Birgbauer

Carrie Birgbauer, M.A. has been an educator for 17 years and is also a certified money coach. As a former kindergarten master teacher, chief of staff, college tennis player and yoga instructor, she’s one of the most worldly people you’ll ever meet. At the age of 30, Carrie realized she had never balanced a checkbook, stuck to a budget or been able to sustain savings. She thought that financial freedom meant “swiping the card!” So began her quest for a financial education. She read innumerable books, tried Quicken, Mint, traditional financial therapy and even designed her own financial tracking software to no avail. At a friend’s suggestion, Carrie hired a money coach and, finally, found what she had been looking for. For the first time in her life, Carrie had access to essential financial tools, distinctions and awareness as well as an accountability partner to help her look at the emotional side and psychology of money. The effects were so profound and inspiring that Carrie completed the intensive financial counselor training program at the Financial Recovery Institute and started her own holistic money coaching practice. View Guest page

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David Michael Brear

Director of Digital Banking, Gartner Consulting   David is the Director of Digital Banking in Gartner Consulting. He is a Digital Financial Services Transformation Consultant, Designer, Technologist, Curator, Consultant, Writer, Speaker, Digital Strategist & general FinTech fanboy. With a deep range of experience and qualifications across a number of digital disciplines gained from over 10 years working agency, consultancy and client side for a number of top financial services global brands. Having transformed the digital landscape for a number of banks and insurers David is now working as strategist and advisory to banks looking to take their Digital Transformation to the next level. Boiling it down though Davids an eloquent nerd trying to make Banks better! View Guest page

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Alan Brill

Alan Brill is a Senior Managing Director at Kroll Cyber Security, a part of Kroll Advisory Solutions. He is the founder of Kroll’s global cyber security practice and has been in the cyber security consulting field for 39 years. He has conducted international security reviews and investigations of cyber-security incidents for major corporations and governments. He is a frequent speaker at international conferences, and on media outlets ranging from the network news programs to the BBC, CNN Deutche Welle, and many others. His work on defending the campaign of President Obama from foreign hackers was recently featured on NBC Nightly News. He is the author or co-author of 7 books and over 100 articles. He has lectured for the FBI, Secret Service, NATO Center for Defense Against Terrorism, the Kennedy School of Government and at conferences of the American Bar Association, American Bankers Association and has testified before congressional committees. He has served as a special master for the federal courts. He holds BA and MBA degrees from NYU, and is a graduate of the U.S. Army’s Command and General Staff College and of the National Defense University. Prior to joining Kroll, he was with the New York City Department of Investigation, as well as with E &Y, NASA’s Manned Spacecraft Center and served as an officer at the Pentagon. He holds CISSP, CFE and CIPP credentials and is a Fellow of the American Academy of Forensic Sciences. View Guest page

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Patrick Bucquet

An associate director and founder of the Chappuis Halder & Cie consultancy (www.chappuishalder.com), Patrick is an international digital Financial Services expert, turning banks to innovate. With first-hand experience of the transformation of the banking landscape, Patrick is enthusiastically involved in the launch of digital offerings, in different places (Europe, Asia, Latin America). He recently launched Soon in France (www.soon.fr), in partnership with AXA, one of the first banking services in the world to offer a brand new user experience, designed first for mobile use. He graduated from the Telecom University of Paris. View Guest page

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Fermin Bueno

Fermin Bueno is Partner at Next Bank, the leading global community driving collaboration and innovation in financial services through technology, design and entrepreneurship. He is also co-founding Partner of finnovista, a financial and strategic services firm empowering fintech startups, financial institutions and other players in the disruptive transformation of the financial industry. At finnovista, Fermin has pioneered fintech events and startup competition in Europe and the Americas under the Next Bank, Innotribe and BBVA Open Talent brands. Prior to starting finnovista, Fermin was a founding employee and investment manager at Jeremie Fund, where he launched a 185 M Euro venture capital fund financed by the European Investment Fund (EIF) and other Spanish publish institutions. At Jeremie Fund, Fermin led investments at fintech, artificial intelligence, cloud and mobile technology startups. Before that, he worked at a strategy-consulting firm advising leading European mobile operators on how to capitalize new technologies through the creation of new business opportunities. Fermin started his career at Ericsson, where he developed electronic communications technologies that brought mobile internet to the masses years later, and that transformed industries such as music, media, retail and the telco industry itself. Fermin holds a M. Sc. in Electrical Engineering from Universidad de Sevilla, Spain and Royal Institute of Technology, Sweden, and MBA from IE Business School. View Guest page

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Kasey Byrne

Kasey has over 15 years experience in strategy, organizational development, marketing, communications and project management. Most recently, Kasey served as Managing Director of BrandCulture where she lead a number of brand consulting projects focused on high tech, early stage growth businesses. Prior to BrandCulture, Kasey was the Chief Communications Officer of Overture Services, Inc. (since acquired by Yahoo!), the Internet search pay-for-performance pioneer where she oversaw all of the company’s communications, investor relations, and public relations. Earlier Kasey was a Management Consultant at McKinsey & Company specializing in catalyzing technology, financial services, and organizational performance. Kasey began her career as a software engineer working with both Hewlett-Packard and Digital Equipment Corporation. She holds a MS in Management from the Sloan School of Management at MIT and a BS in Engineering from Cornell University. View Guest page

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Ryan Caldwell

From MoneyDesktop’s inception, Ryan has directed the company’s strategic vision and has led its talented team to ever increasing levels of performance for its customers, partners and shareholders. He constantly promotes the mandate of revolutionizing the way people manage and spend their money. While still in college, Ryan founded and developed multiple Internet and tech businesses and drove them to multi-million dollar exits. Additionally, Ryan has spearheaded acquisitions and mergers for several startups he has directed. Ryan has worked for the smallest hot startups and the largest Fortune 100 companies. He has consulted in the US, Singapore and London for some of the world’s leading companies, including market leaders like Visa and Microsoft. He has also received multiple industry accolades, including being named to the Utah Business list of Forty Under 40, the v100 list of Top Venture Entrepreneurs and as one of the Utah Valley BusinessQ’s 10 Coolest Entrepreneurs View Guest page

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Jerry Canning

Jerry Canning currently serves as Industry Director, Financial Services for Google. In this capacity, he works with marketers across banking, lending, insurance, investment/brokerage, credit card and credit report categories. In addition to his experience in financial services, Jerry has also managed Travel, Elections and Local teams while at Google. He joined the company in late 2004 from The Excite Network; prior media experience included three years at Turner Broadcasting, where he developed integrated solutions for key partners for the CNN, TBS and TNT cable networks. Jerry got his start at Foot Locker, where he had a ten-year run managing its sports marketing sponsorships, including partnerships with the NBA, NFL and MLB. Jerry is currently a board member of the New York Advertising Club, where he was recently awarded the 2011 President’s Award. He is also on the board of the NY’s Business Marketing Association. He earned his degree in Communications/Business from Muhlenberg College in Allentown, PA. View Guest page

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Michael Carvin

Michael Carvin's expertise is in financial decision making. In the pre-SmartAsset days, Michael worked in Private Equity. He spent most of his time using financial models to help companies understand how to make better decisions. He believes the same type of models can help people improve their decision making. Michael is a graduate of Princeton University. View Guest page

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Peter Cassidy

Peter Cassidy is the secretary general of the Anti-Phishing Working Group (APWG), the largest and most influential independent coalition combating Internet crime today, having cultivated the organization since 2004 into an internationally recognized authority on electronic crime with more than 3,200 members from more than 1,850 information technology companies, law enforcement agencies, government ministries, universities and research institutions worldwide. Peter is a product development consultant, software designer, industrial analyst and widely published writer, speaker and commentator on information security, white collar crime and electronic crime who has been investigating the intersection of security technologies, electronic commerce, public policy and financial crime for decades in his many capacities. View Guest page

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Darryl Demos

Darryl Demos Managing Director Darryl has over 2 decades of experience as a financial services productivity expert. He has participated in some of the largest bank productivity and transformation programs across the globe. His expertise in sales and service enhancement, workforce optimization and process reengineering has delivered hundreds of millions of dollars of lift for all types of financial services organizations. He also successfully founded a firm Demos Solutions which he sold to Witness/Verint before joining Novantas. View Guest page

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Frank Eliason

Frank Eliason is currently Senior Vice President of Social Media at Citibank and author of @YourService published by Wiley. Frank became well known in social media for the Customer Service outreach function that his team at Comcast was involved with. This work has been recognized by many news organizations such as ABC News, New York Times, Business Week, among many others. Follow Frank on Twitter at @FrankEliason View Guest page

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Andres Fontao

Andres Fontao is a digital banking and mobile payments executive with experience in product management, product marketing and business development. He has a successful track record in helping grow technology-driven businesses (consumer and enterprise) with a focus on identifying and executing new market and product opportunities— horizontally, across new business verticals and into new geographic territories. A recognized thought-leader in disruptive financial services, Andres is a frequent speaker and panelist at mobile banking and mobile payments industry events in Europe and globally; as an invited speaker and panelist Andres has participated in Finextra MobeyDay 2012, Marketforce's 2011 The Future of Mobile Banking in London, GSMA 2011 MWC in Barcelona, GSMA 2010 Mobile Money Summit in Rio, next10, and the 2010 and 2009 Mobile Financial Services Congress in Miami, as well other industry events across Europe, Latin America and the US. Bilingual in English and Spanish, Andres has global exposure, having lived and worked in the US, Mexico, Spain and other European markets. He is currently based in New York City. View Guest page

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Michael Garrity

Michael has spent most of the last 10 years devoted to driving growth in businesses dedicated to innovation in financial services. Prior to co-founding CommunityLend, Michael was the Vice President of Sales and Marketing at epost (www.epost.ca), a world leader in the electronic bill presentment and payment industry. Michael was responsible for leading the team that built the epost customer network which grew to include every major Canadian financial institution, over 100 of Canada's largest companies and over 3 million online users. Previous to this role, Michael was on the founding team of an Ottawa-based Internet start-up creating online enterprise solutions, on the launch team of a successful Ontario Labour Sponsored Investment Fund and was a management consultant with a Washington, DC based systems integration firm. Michael also served as a Legislative and Special Assistant to a number of Members of Parliament at the House of Commons in Ottawa. Michael attended both the University of Manitoba and Carleton University and holds a B.A. in Political Science and Economics. Michael was born in Churchill, Manitoba, and has lived in British Columbia, Ontario and the North West Territories. He currently resides with his family in Toronto. View Guest page

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Robb Gaynor

Robb Gaynor is chief product officer of Malauzai Software, Inc., a provider of mobile banking SmartApps for community financial institutions. In his current role, Gaynor is in charge of the product and marketing organization. Gaynor holds 23 years of experience in the financial services industry. Prior to Malauzai, he was senior vice president, e-commerce, at Union Bank, a large regional bank based in California. Before Union Bank, Gaynor was the general manager of consumer products at Digital Insight/Intuit. In this position, he was responsible for over 1,800 financial organizations, 8 million end users and over $200 million in annual revenue. Gaynor has held a variety of positions at other global financial organizations, including Swiss Bank Corp, Charles Schwab and Wells Fargo Bank. View Guest page

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Dr. Dan Geller

Dr. Dan Geller, Executive Vice President Market Rates Insight(MRI) View Guest page

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Christina Getz

Christina Getz provides individuals, families and professionals an opportunity to challenge traditional thinking and unlock their full financial potential by introducing an uncommon, wide-angled approach to wealth building. I organize and analyze the domains of protection, assets, liabilities and cash flow in an effort to expose unnecessary risk, inefficiencies, and costs. An emphasis is placed on maximizing resources, minimizing risk, creating balance, and preparing for the unexpected. Christina is licensed in life, health, disability and long term care insurance and offers a broad range of individual and group products through her affiliation with Wealth Advisory Group LLC and The Guardian Life Insurance Company of America. Christina is also Series 7 and 66 licensed which allows her to provide investment and retirement planning advice through Park Avenue Securites, LLC (PAS) View Guest page

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Jason Gordo

Jason Gordo is the Chief Executive Officer of FlexScore and Valley Wealth, Inc. In addition, he is co-author of the book FlexScore: Financial Advice for the Rest of Us. Jason is a Chartered Retirement Plan Specialist® and Accredited Investment Fiduciary®. Jason holds a Bachelor’s Degree in Business Management from the University of Phoenix and continued his education by earning credentials from the College for Financial Planning and the Center for Fiduciary Studies. He is proud to be very active in his community. Currently, he is a member of the Modesto Rotary Club, a board member of the Education Foundation of Stanislaus County and on the Board of Trustees for the Gallo Center for the Arts Foundation. Additionally, he is frequently asked to speak at national financial industry conferences on a variety of topics. He was born and raised in Modesto, California and makes his home with his wife, Tracy, and their three young daughters, Emily, Lily, and Grace. View Guest page

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Meghan Gound

Meghan Gound is the Assistant Vice President of eChannels at Navy Federal Credit Union. Meghan has worked in the technology industry for over 16 years. She joined Navy Federal in 2002 in the IT department, and in 2010 moved to the eChannels department in her current role. Since joining eChannels, Meghan assisted in creating an internal user experience team and transformed the mobile channel into one of the most frequently accessed channels at Navy Federal. The iPhone, Android, iPad and Kindle Fire mobile banking apps were also launched during this time, and are used by over a million members each month. Meghan holds a Bachelor of Science degree from Virginia Tech University and is married with two children. View Guest page

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Gordon Gray

Head- Financial Services In this role, Gordon is responsible for inspiring new business models and transformative business solutions for financial services industry by providing insights into the trends in the financial services industry and the dire client needs. He is an expert in needs and process analysis, product roadmap development, marketing automation, capital investment justification, sales team engagement, and business-driven iterative development. Prior to joining SunTec, Gordon held leadership roles at Charles Schwab where he drove the design and delivery of enrolment and pricing of all new financial products. He was also responsible for consolidation of 42 billing systems to address business and brand risks. Gordon holds a Bachelors degree from University of California and a Masters degree in Financial Analysis and Investment Management. View Guest page

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Will Graylin

Will has started 5 different high tech companies in mobile and payments. He is CEO of Loop, a mCommerce Platform provider he co-founded with George Wallner, Loop is a complete commerce platform with the 1st and only mobile wallet accepted at 90% of retailers with existing POS systems. Prior to Loop he was founder and CEO of ROAM Data, a leading mPOS solutions provider he grew from zero to a $26M annualized run rate before Ingenico took majority control. Prior to ROAM Will was founder CEO of WAY Systems, world’s first pocket size point of sale (POS) solution and service to the market, later acquired by Verifone, and for which Will was honored with the 2005 “Movers & Shakers Award” by Transaction World magazine. Prior to WAY Will was founder and CEO of EntitleNet, a security software company enabling Web and eCommerce applications with secure access management, sold to BEA Systems (now part of Oracle). Before that he was founder and President of Marbles (later Skyfire Technologies,) the world’s first thin-client mobile software company focused on enterprise mobile workforce applications. He is also currently serving on the board of ONvocal, a wearable electronics company for smartphone users, Movylo, a mobile marketing tools provider for merchants, and People Power, a smartphone monitoring and controls provider for home owners. Will earned two Masters degrees from MIT (MBA & MSEECS) after serving as a US Navy Nuclear Submarine Officer for nearly 6 years, (he was the first Chinese immigrant to serve in that role, after being naturalized as a US citizen in 1987.) View Guest page

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Alok Gupta

Alok Gupta is as a Principal with The Cambridge Group based in the New York office. Alok has worked extensively in financial services consulting having helped retail banks, credit card issuers, payments firms, wealth management units and brokerages across several regions including the US, Canada, Europe and Asia. Alok focuses on helping clients develop customer-focused profitable growth strategies and the business systems that help test and implement them. His extensive functional expertise includes customer segmentation, product portfolio/feature design, precision pricing (rate and fee), customer value enhancement and channel optimization. Alok’s work is heavily anchored in generating a detailed and complete view of the financial services customer and utilizing this advanced customer knowledge to develop growth solutions. Prior to joining The Cambridge Group, Alok’s consulting history includes stints at both the London and New York offices of McKinsey, as well as Novantas and First Manhattan Consulting Group. Most recently Alok was a Principal in the Financial Services practice of PwC based in New York. Alok earned his Ph.D. in Business Administration, with emphasis on marketing, at the Stern School of Business at New York University. Earlier, he earned an MBA, with honors, at the University of Mumbai, India, where he also earned a Bachelor’s degree in Engineering, with honors. View Guest page

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Daniel Gusev

Daniel Gusev is a payments geek, innovation practitioner and startup amateur. As the founder of Finfit, the head of innovation at Promsvyazbank, and blogger of Retail Banking In Russia: Innovation Unfolded, he consults on innovation in respect of remote channels strategy and emerging payments platforms. He has sharpened his knowledge and skills on mobile payments and proximity payments schemes for several years, offering advice on traditional (ATM, Internet) and new ways of offering transaction services to top-10 banks in Russia. View Guest page

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Matt Harris

Matt joined Bain Capital Ventures in 2012, to lead the NYC office and focus on business services companies, with a particular interest in financial services. Matt serves on the board of Billtrust, Novus Partners and SigFig. Prior to BCV, Matt co-founded and ran Village Ventures, where he focused on the same sectors and invested in such companies as BlueTarp, Consumer United, Dwolla, iSend, On Deck Capital, Simple, TxVia and Zipmark. Earlier in his career, Matt worked at Bain Capital in the private equity group. Matt went to Williams College, graduating in 1994 with a degree in Political Economy. Matt was the Captain of the Williams College Rugby Club for his junior and senior year, which as you can imagine consumed nearly all of his spare time. Outside of work, Matt is delighted to spend time with his wife, Jessica, and their three children. He is the Chairman of the Board of the Williamstown Theatre Festival, a regional theater associated with Williams College. Matt is obsessed with military history, and some day will write a book connecting the strategy and tactics of insurgency with what he has learned about entrepreneurship. View Guest page

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Andrew Hill

Andrew Hill is an associate editor and the management editor of the FT. He is a former City editor, financial editor and comment and analysis editor. He joined the FT in 1988 and has also worked as New York bureau chief, foreign news editor and correspondent in Brussels and Milan. Andrew was named Commentator of the Year at the 2009 Business Journalist of the Year Awards, where he also received a Decade of Excellence award. View Guest page

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Marc Hochstein

Marc Hochstein is the Executive Editor of American Banker, and oversees its blogs, including opinion writing and news-aggregation services. Marc joined American Banker in 1998 as a reporter covering the mortgage beat and has gradually added responsibility over the years. At one time or another he has directed the paper's news coverage of mortgages, cards, consumer finance and community banking. Marc began his career as a reporter covering financial markets for Dow Jones, and he has also worked as a senior editor at GRID, a commercial real estate and architecture magazine. View Guest page

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David Horton

Chief Transformation Officer, Mashreq Bank David Horton is responsible for the strategic technology innovation initiatives of Mashreq bank, including the digital transformation strategy, future of branch and mobile banking/payments, and focuses on ensuring mashreq maintains its leadership position in cutting edge banking products and solutions. Previously David has worked as Mashreq's CIO, Head of Strategy, and Head of Infrastructure and Information Security in Mashreq. He has been living in Dubai for the past 7 years with his wife and four sons. Prior to joining Mashreq, David worked for 7 years in Bahrain for Investcorp Bank as the Chief Information Security Officer, and has held several senior IT positions in financial institutions in London such as Reuters, Lloyds Insurance and Accenture View Guest page

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Denise Hughes

Denise Hughes is an inspirational speaker, avid hiker, sought after financial consultant, and author of EARN SAVE SPEND GIVE. She lives in Northern California with her husband and two dogs. The Wall Street Journal, Money Magazine, Financial Advisor, and other prestigious journals seek her advice on matters of love, money, and relationship. Once on the brink of divorce over money matters in her own marriage, she now consults with couples, individuals, and entrepreneurs on how to make money work in life and business. Her transformation inspired her to support others in transforming their money issues. Denise has a Master's degree in Counseling Psychology, a certification in Financial Counseling, and a certificate in Interactive Guided Imagery. Her approach is integrated and holistic. When she's not working, you can find her hiking mountains in Northern California with her husband. To hire Denise to speak to your organization or to help you create the financial life you desire, visit her website at denisehughes.org. View Guest page

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Rich Jones

Bachelor of Science – Colorado State University Executive Development Program – 50 for Colorado; University of Colorado Leeds School of Business Executive Development Program – Enhancing Executive Influence; Harvard University ELFCU September 2011 – present Senior Vice President Marketing, Business Development & Business Intelligence Previous Positions: February 2010 – August 2011 Senior Strategy Director; Marketing Services Director Harland Clarke, Atlanta, GA and San Antonio, TX December 2001 – November 2009 Vice President of Marketing, Business Development and Public Relations Elevations Credit Union, Boulder, CO Military: US Marine Corps, Honorable Discharge Meritorious promotion to Sergeant (E-5) Awarded the Navy Achievement Medal for meritorious service Recognition: Frequent speaker/presenter at regional, national and international conferences in the banking and credit union sectors Published author View Guest page

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Samy Kamkar

Samy Kamkar is a privacy and security researcher, computer hacker, whistleblower and entrepreneur. At the age of 17, he co-founded Fonality, a unified communications company, which raised over $24 million in private funding. He is possibly best known for creating the Evercookie and the MySpace worm Samy (XSS), as well as his discovery of illicit mobile phone tracking where the Apple iPhone, Google Android and Microsoft Windows Phone mobile devices transmit GPS and Wi-Fi information to their parent companies. His research led to a series of class-action lawsuits against the companies and a privacy hearing on Capitol Hill. His newest venture is Unleak, a Los Angeles based web security solutions provider. View Guest page

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Mark Kantrowitz

Mark Kantrowitz is one of the founders of FinAid and Fastweb (or Monster Worldwide). He has since joined Edvisors.com as Senior VP and Publisher. Edvisors is in the process of overhauling the content on Edvisors’ 25 web sites for a relaunch in early June. A sample of the quality of content that will appear on the site can be found in the Education Tax Benefits section at www.edvisors.com/taxes/. We released it early to help 2013 federal income tax filers. He also just published a book, Filing the FAFSA, which is available for free download in PDF format for students and parents who register on Edvisors.com (also free). The book is also sold on Amazon.com in paperback and Kindle formats. View Guest page

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Shamir Karkal

Shamir Karkal- Co-Founder & CFO Simple Shamir is a software engineer turned finance and banking expert. Prior to Simple, Shamir was a consultant with McKinsey & Co. specializing in strategy consulting for financial institutions in Europe, the Middle East, and the US. Prior to McKinsey, Shamir was an software engineer. He has a bachelor’s in computer science, a master’s in information technology, and an MBA from Carnegie Mellon University. View Guest page

Episode Listing:

Ami Kassar

Ami Kassar, CEO and Founder of MultiFunding, is a nationally renowned small business advocate and leader. He’s committed to ensuring that small business owners have the best possible access to the capital they need to help grow and manage their businesses. Kassar has been featured in renowned publications including the New York Times, The Huffington Post, The Wall Street Journal, Entrepreneur, and Forbes, he writes regular blog posts, and he’s appeared as a guest on Fox Business News. Ami is the 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award. Kassar blogs regularly on small business issues and has developed a national reputation for confronting and challenging the largest banks in America for their lending records to small businesses. He’s assembled research reports that have become a critical component of the national debate about small business lending and from that he developed Banking Grades, a free tool that helps small business owners discover which banks are lending to small businesses. Prior to founding MultiFunding, Kassar spent a decade in various senior roles at Advanta Corporation, one of the nation’s largest issuers of credit cards to small business owners. Kassar also founded ideablob which became one of the nation’s leading online, small business communities. Kassar has hosted nationwide Bloblive events where entrepreneurs share and debate their business ideas. Additionally, he developed www.bizequity.com , an initiative that helped small business owners develop valuations for their businesses. Kassar earned his MBA from the University of Southern California and graduated with a B.A. in American Studies from Brandeis University. He currently lives in the suburbs of Philadelphia with his wife, two children and his corgi-spaniel. View Guest page

Episode Listing:

Mike King

Agent of change with over a decade of leadership experience in financial services management. A former bank officer with an extensive background in information security, technology & risk. I believe in the power of social to facilitate change and firmly hold that community banking needs to harness this power to its benefit. Bankwide provides a social network and collective intelligence platform to financial services professionals. Social is about building communities, not building brands. Previous job experience includes sales and marketing, radio announcer and paramedic / firefighter. ( I grew up wanting to be Johnny Gage & Johnny Fever). I have an eye for design and often use humor to help bring people together, nothing is more bonding than a good laugh! View Guest page

Episode Listing:

Matthias Kröner

FIDOR Bank has gained massive recognition for its innovative approach to banking in Germany. With a full banking license, the bank launched in 2009 with social media as its core focus for customer connectivity. Using Facebook as a platform, the bank enables the youth generation to save in Diablo Gold whilst exchanging euros for real Gold. To find out how FIDOR became the most innovative bank in the world, Chief Executive Officer Matthias Kröner joins us for the evening. Matthias Kröner has been CEO of FIDOR Bank AG since 2006, responsible for investor relations, corporate communications, strategic development and communities. He is a passionate and knowledgeable entrepreneur who started his career in the hospitality business. Matthias Kröner studied business management training in Munich and at Cornell University, New York. In 1992 he joined Bankhaus Maffei. From 1993 to 2002 he built the DAB Bank, the first continental European online broker and in 1997, at the age of 32, he became the youngest director of a German bank at Direkt Anlage Bank AG. View Guest page

Episode Listing:

Nanda Kumar

Nanda Kumar is the Founder, President and CEO of SunTec Business Solutions. He has been a technology evangelist in the software realm for over 26 years for customer-centric software platforms and solutions, specifically, for pricing and billing in transaction-intensive verticals. Relationship-based Pricing, a concept pioneered by him, has been endorsed by leading industry analysts and thought leaders as the principal enabler for balanced pricing dynamics in the agile world. Under his leadership, SunTec witnessed tremendous growth, with its geographical footprint spanning across four continents and powered by more than 800 passionate professionals. He has also led SunTec to win several prestigious global awards, including the Celent Model Bank, Red Herring Global 100, Deloitte Technology Fast India - 50 and Deloitte Technology Fast Asia-Pacific - 500 and to secure its position among the top contenders in the Operational Excellence category at Billing and OSS World. He holds Master’s degrees in Management and Physics. View Guest page

Episode Listing:

Andy Lark

Andy Lark, an internationally renowned marketer and innovator in social media and the Chief Marketing & Online Officer at Commonwealth Bank of Australia where he leads global marketing and online, has 25 years of experience across business-to-business and consumer sectors spans building successful businesses and leading award-winning marketing programs and teams for Fortune and Times 100 companies, global technology brands, start-ups and the world’s hottest advertising and communications agencies. He has led online retail and marketing efforts at Dell, LogLogic, SunSystems, and Nortal Networks. Today, he sits on the board of, No.8 Ventures – New Zealand’s premier technology venture capital firm; and the advisory boards of Xero – a leading Web-based accounting platform, Xsigo and Prof Gary Hamel’s Management Innovation Exchange. A native of Auckland, New Zealand, Andrew holds a bachelor’s degree from Auckland University. When he is not immersed in work, he expends his spare energy as a competitive sailor, avid reader and wine enthusiast. He also enjoys cycling, windsurfing, writing, travel and design. Andrew is married with a delightful daughter, Sophia and son, Zach. He has no interest in golf. See more at: http://thedailylark.com/about/#sthash.gJ128LGK.dpuf View Guest page

Episode Listing:

Chris Larsen

Chris Larsen is CEO and Co-founder of Ripple Labs, the organization that first built the Ripple protocol. Ripple is an open source decentralized payment network and virtual currency. More information can be found at www.ripple.com. Mr. Larsen is also a co-founder and former CEO of Prosper, a peer-to-peer lending marketplace, which he ran for eight years and a co-founder and former CEO of E-Loan, a publicly traded online lender, which he also ran for eight years. During his tenure at E-Loan, he pioneered the open access to credit scores movement by making E-Loan the first company to show consumers their FICO scores. Mr. Larsen also played a pivotal role in the passage of the strongest consumer financial privacy law in the nation and was hailed by Congresswoman Jackie Speier as being, "critical to the success of the bill." Mr. Larsen serves at the Board and Advisory levels at numerous companies and organizations including: Progreso Financiero, Betable, CreditKarma, and Electronic Privacy Information Center (EPIC). Mr. Larsen holds an M.B.A. degree from Stanford University and a B.S. degree from San Francisco State University, where he was named the 2004 Alumnus of the Year. View Guest page

Episode Listing:

James Robert Lay

James Robert Lay is the CEO of CU Grow and is a leading digital marketing expert for banks and credit unions. Since 2002, he and his team have consulted with more than 400 financial institutions throughout North America to provide guidance and insight on ways they can use digital marketing to tell stories that sell. Their work has won over 50 marketing awards. He started CU Grow by selling off his band equipment to fund the company because a girl told him one day in the library that he would never make it in the band. Six years later he married her and together they have grown both their family and their business. James Robert has been named a CUNA "Credit Union Rock Star" as well as a "CU Times Trailblazer 40 Below". Kapost has also recognized him as one of "32 Texas Marketers You Should Follow" on Twitter. James Robert has spoken at over 100 industry events and is often quoted in many industry publications. View Guest page

Episode Listing:

Steven J. Lewis

Steven J. Lewis is the Director of Banking and Capital Markets at Ernst Young. He is responsible for analyzing sector trends and acting as a spokesperson at industry conferences and events to communicate Ernst & Young’s perspective on the key issues, opportunities and challenges affecting the firm’s clients and the industry as a whole. Prior to joining Ernst & Young, Lewis held a number of strategic development positions within financial services organizations, including Kleinwort Benson, Dresdner Bank and, most recently, JPMorgan Chase. View Guest page

Episode Listing:

Alex Lightman

Alex Lightman is an author, entrepreneur, and futurist, who has made significant contributions to the adoption of IPv6, served as CTO of the United Nations' Intergovernmental Renewable Energy Organization, and has authored several books on technology and society. View Guest page

Episode Listing:

Ben Lyon

Ben Lyon is the Director of Special Projects at Kopo Kopo, Inc. Kopo Kopo offers a SaaS platform that integrates corporate mobile money accounts with back-end management systems (e.g. syncing Safaricom M-Pesa with a retail management system in order to accept M-Pesa at the point of sale). Kopo Kopo is headquartered in Nairobi. Ben loves Mobile Payments and microfinance. View Guest page

Episode Listing:

Micky Malka

Micky Malka is the founder and sole General Partner of Ribbit Capital, a Silicon Valley-based venture capital firm with a single relentless mission: to drive global innovation in financial services. Ribbit believes the category is profoundly under-innovated and supports entrepreneurs who have already launched the businesses of the future. Its inaugural $100 million fund aims to leverage technology to reimagine and reinvent what financial services can be for people and businesses, with a focus on the unique individuals and brands who are driving innovation around the world in lending, payments, insurance, accounting, tax preparation and personal financial management. Malka has over two decades of global experience in the financial services industry. He started five financial services companies – his first at the age of 18 – in the U.S., Europe and Latin America. He lived through hyperinflation in Venezuela and Brazil, where he witnessed more than half of the banks in his home country fail. As a result, he strives to help create tangible solutions and financial reform for the antiquated industry. View Guest page

Episode Listing:

Zwelibanzi Manyathi

CE of Personal and Business Banking for Standard Bank View Guest page

Episode Listing:

Jim Marous

Jim is an industry leading direct marketing strategist and business developer, specializing in creating innovative, multichannel solutions that drive revenue through acquisition, engagement, expanding share of wallet and retention. He has successfully launched new products and services as well as built and reinforced existing products and brands. He believes that any marketing challenge is best met head on with focus, enthusiasm, teamwork and an open mind. As a frequent industry speaker, author and recognized authority on measured media, he works with clients and key marketing executives in trying to use customer and prospect insight to drive bottom line results. His industry experience includes top 20 financial services as well as Fortune 100 retail, hospitality and B2B marketing (in US and Canada). His blog is the Retail Banking Strategies section of The Financial Brand.Follow @jimmarous on twitter View Guest page

Episode Listing:

Eric Mattson

Eric Mattson is a Seattle-based entrepreneur who spends his free time studying social media, traveling the world in an effort to perfect his Spanish & Chinese, running long distances, napping frequently and drinking great coffee. Prior to his current gig, he was a freelance marketing & strategy consultant. Before that, he managed direct marketing, marketing research, and marketing analytics for SanMar, a fast-growing and award-winning clothing wholesaler located near Issaquah, WA. And before SanMar, he as an analyst at Lake Partners, a boutique strategy consulting firm in downtown Seattle. He is a proud graduate of the Honors Program at the University of Washington. While there, I earned dual degrees in Business Administration and Mathematics thanks to scholarships from Washington State and Intel. He also "cut his teeth" with internships at Intel, Henley Management College (UK), Gear.com (now part of Overstock.com) and the Investment Banking Group of U.S. Bancorp Piper Jaffray. View Guest page

Episode Listing:

Simone McCallum

Simone McCallum leads ASB's social media strategy and leads their efforts to focus on growing community, customer engagement and retention, monetisation of social media channels, content creation/curation, social marketing, and taking advantage of new technologies and channels to increase talkability and amplification. ASB is listed on The Financial Brand's Top 35 Banks on Twitter and Facebook, and is NZ's most social bank. The innovative award winning Virtual Branch on Facebook is a secure and confidential webchat application bringing ASB to where the customers and community are. View Guest page

Episode Listing:

Dr. Mircea Mihaescu

Dr. Mircea Mihaescu is the Director of the Sberbank Technology Research Center in Moscow, leading banking-related emerging technology research and development projects, both internal. and in collaboration with research institutes and Sberbank technology partners. Before joining Sberbank he was Director, CIO Lab Enterprise Agility at IBM, where he lead internal innovation projects in social computing, cyber security and business process management. His has also previously led teams with IBM Tivoli, Think Dynamics, beMANY, and Bank of Montreal Capital. Mircea holds “Engineer” and Ph.D. degrees in Electronics Engineering from the “Politehnica” University of Timisoara, Romania. View Guest page

Episode Listing:

Serge Milman

Serge Milman is the Principal Partner of San Francisco, CA based SFO Consultants which provides Strategy, Finance and Operations Management Consulting services. He also the Principal of Optirate – a blog dedicated to growth and profitability strategies for Banks and Credit Unions. Serge can be reached at info@SFOconsultants.com. View Guest page

Episode Listing:

Ben Milne

Ben Milne, CEO and Co-Founder of Dwolla, started his first company, Elemental Designs, at the age of 18. Ben began leveraging the internet to drop ship custom made speakers. His adventures lead him all over the world, establishing operations in Southern Asia and California. An original $1,200 investment would turn into a multi-million dollar company by the age of 22. After heavy research in 2008, Ben and partner, Shane Neuerburg, approached a Midwestern bank with an idea to establish a new payment network that would upend the financial services industries. They called it Dwolla. Ben would sell Elemental Designs to focus on the new project. In 2009, the privately funded Dwolla launched in Iowa and California, boasting the nation’s cheapest payment platform of only 25 cents per transaction. In 2010, Dwolla introduced the first technology to empower seamless payments leveraging users’ social networks, officially pioneering social payments. In 2011, Dwolla launched the world’s first geo-location based mobile payments. Ben also has extensive community experience in speaking, mentoring, and leadership programs. http://www.benmilne.com/ View Guest page

Episode Listing:

James Moed

James is a business designer and leads IDEO London’s work in financial services. His current focus is helping banks, insurance companies, and others rethink their customers’ relationship to money. His goal is to demonstrate how human-centered design of new offerings, from children’s savings to wealth management, can create value by empowering individuals, families and communities. His clients include: Generali, Bank Audi, TCL, and Camden Libraries. Before joining IDEO, James spent many years developing new business opportunities for media outlets, working with US radio station operators, Japanese comic-book publishers, and MTV Europe, among others. After earning an MBA from INSEAD, he joined Jump Associates, a Silicon Valley design-strategy firm. James also holds a bachelor’s degree in international relations from Brown University. In addition to English, James speaks enough French, Portuguese, Spanish, German Japanese, and Hebrew to get into trouble anywhere in the world. He also loves street food — and believes that suspicious equals delicious. Feel free to test these theories when he visits your office. Follow @jamesmoed on Twitter. View Guest page

Episode Listing:

JP Nicols

A leading voice for innovation, strategy and leadership for the future of financial services, JP combines senior leadership experience with a fresh perspective on combining high-tech with high-touch. His work has been featured in some of the industry’s top publications, including American Banker, BAI Banking Strategies and Investment News. http://jpnicols.com/ View Guest page

Episode Listing:

Michael I. Norton

Michael I. Norton is an Associate Professor of Business Administration in the Marketing Unit and Marvin Bower Fellow at the Harvard Business School. He holds a B.A. in Psychology and English from Williams College and a Ph.D. in Psychology from Princeton University. Prior to joining HBS, Professor Norton was a Fellow at the MIT Media Lab and MIT’s Sloan School of Management. He is the co-author - with Elizabeth Dunn - of the new book, Happy Money: The Science of Smarter Spending (Simon & Schuster). His work has been published in a number of leading academic journals, including Science, the Journal of Personality and Social Psychology, Psychological Science, and the Journal of Consumer Research, and has been covered in media outlets such as the Economist, the Financial Times, the Wall Street Journal, and the Washington Post. He has appeared on National Public Radio, and written op-eds for the New York Times, Forbes, and the Los Angeles Times. His "The IKEA Effect: When Labor Leads to Love" was featured in Harvard Business Review's Breakthrough Ideas for 2009. In 2010, he won the Theoretical Innovation Prize from the Society of Personality and Social Psychology; in 2011, he won the SAGE Young Scholars Award from the Foundation for Social and Personality Psychology; in 2012, he was selected for Wired Magazine’s Smart List as one of “50 People Who Will Change the World.” At HBS, he teaches a second-year MBA course, The Art of Marketing Science, and in the Program for Leadership Development and Strategic Marketing Management executive programs. View Guest page

Episode Listing:

Ido Ophir

Ido Ophir is responsible for bringing Personetics’ products to market. Mr. Ophir oversees a team of subject matter experts and product managers, crafting a roadmap for Personetics technology and business solutions. Prior to joining Personetics, Mr. Ophir held the roles of VP of strategic accounts and VP of product management at Actimize. Prior to Actimize, Mr. Ophir was VP of product development at Always-On, Inc. Mr. Ophir is a graduate of the Israeli Defense Force MAMRAM technology program and holds a B.A. in Computer Science from Mercy College. View Guest page

Episode Listing:

John Owens

Listed in the Top 20 Twitter Influencers and #1 in South East Asia for Mobile Money, Mobile Banking, Mobile Payments & Mobile Commerce industries by Obopay. An attorney, consultant, board member, & advisor with more than 25 years of experience in inclusive financial services with a focus on mobile money, mobile banking, microfinance & SME development. He has worked in Asia, Africa, the Middle East, Latin America and the Caribbean. His areas of expertise include international project management, planning, designing, & implementation of inclusive financial services (credit & savings products, micro payments, mobile payments, mobile banking, & microinsurance) both on the policy side and directly with banks, credit unions, specialized microfinance institutions, third party mobile money operators & mobile network operators. He has managed several international projects and has written and lectured on various aspects of mobile money and financial inclusion. He is currently a Director at Chemonics International and a Senior Policy Advisor at the Alliance for Financial Inclusion. View Guest page

Episode Listing:

Sean Park

Sean Park is a leading independent thinker on the future of financial services, the author of The ParkParadigm, and the co-founder of Anthemis Group SA. Over the next decade and beyond, a tremendous opportunity exists to profit from the emergence of a new paradigm in financial services and markets. Disruptive business models, products and services - enabled by exponential improvements in technology - will fundamentally challenge incumbent firms and market structures. These new approaches will drive a reconfiguration of the financial industry and the structure of many markets within the wider economy. Anthemis Group was created in September 2010 specifically to take advantage of this opportunity with the ambition to build the world’s first “digitally native” financial services group: a group of companies and businesses uniquely adapted to profit from the emerging competitive landscape of the Information Age. Sean is also a founding investor in innovative companies such as Betfair, WeatherBill and BankSimple and has extensive experience investing in and advising start-up and high growth companies in addition to over 16 years of experience working at a senior level in capital markets and investment banking. Building businesses has been a key theme throughout his career. View Guest page

Episode Listing:

Kosta Peric

Kosta Peric is a technologist, whose interests lie at the point of fusion between technology, finance and innovation. Currently deputy director, Financial Services for the Poor, at the Bill & Melinda Gates Foundation, Kosta is also the author of "The Castle And The Sandbox", a book explaining how to foster innovation in established companies (Amazon link - http://goo.gl/UGCYfx). He was the co-founder and leader of Innotribe, the SWIFT initiative to enable collaborative innovation in the financial industry. At SWIFT, he was the chief architect of SWIFTNet, the backbone worldwide secure network currently connecting 8,000 banks and 1,000 corporations, and servicing daily the world economy. He loves technology subjects such as mobile payments, big data, augmented reality, hard AI; and social topics such as banking for a better world, connecting the unbanked, virtual currencies and new economies. View Guest page

Episode Listing:

Suresh Ramamurthi

Suresh Ramamurthi is an Entrepreneur and Investor in Financial Technologies. His previous experience includes two technology startups and working at Google. First startup created a narrowband wireless technology that was used in VideoGuide (first Guide button for TV remotes) and AirMedia (first wireless email). Second startup was a technology services company that grew to over several hundred employees. Currently invest in technology start-ups and serve as Chairman at a payments focused financial institution. View Guest page

Episode Listing:

JP Rangaswami

With a background in economics and journalism, JP Rangaswami has been a technology innovator and chief information officer for many leading financial firms. As an advocate for open source and disruptive technologies, Rangaswami has been a leading force in the success of multiple startups, including School of Everything, Salesforce.com and Ribbit. He blogs (unmissably) at Confused of Calcutta. View Guest page

Episode Listing:

Josh Reich

Josh Reich, CEO & Co-Founder Josh’s career has spanned marketing analytics and quantitative finance, including running a data mining consulting firm, a quantitative strategy group at a $10 billion fund, and core components at the mortgage lead market, Root Exchange. Three years ago, Josh founded Simple, formerly BankSimple, a company that is working to radically redesign banking by using modern technology to help people worry less about money. Josh has a BSc. in mathematics and statistics from the University of Melbourne, most of a medical degree, and an MBA from Carnegie Mellon University. View Guest page

Episode Listing:

Jon Rosner

Jon Rosner- Bluebird/AMEX Jon Rosner is Vice President, Product Development at American Express. In this role Mr. Rosner is responsible for product and capability development for the US Payment Options business including the creation of Bluebird, a debit and credit alternative in partnership with Walmart. Prior to assuming this position, Mr. Rosner held a variety of roles of increasing responsibility at American Express in marketing, strategy, finance and business development functions in Merchant Services, International Consumer Card and Travelers Cheques. He joined American Express as a campus hire in the Strategic Planning Group. Mr. Rosner earned a BS from Wharton and an MBA from NYU. View Guest page

Episode Listing:

Suvo Sarkar

Suvo Sarkar is a consumer banking and wealth management professional with over 25 years of multi-functional experience with 5 leading banks and in multiple geographies in Asia and the Middle East. Currently responsible for the retail banking, private banking, wealth management and consumer finance businesses for Emirates NBD, the largest bank by assets in UAE, Suvo headed the consumer and affluent banking businesses of National Bank of Abu Dhabi till mid-2012. While at NBAD, Suvo revamped the business with a new brand, new products, re-engineered processes and a new sales and service culture. Suvo has over 18 years in experience with Citibank, ANZ Grindlays and Standard Chartered. His last position in Standard Chartered was regional head of wealth management for Middle East & South Asia. Prior to this, as country head for Standard Chartered's consumer business in Indonesia, Suvo helped treble the bank's balance sheet through the Asian crisis, and established successful retail banking and wealth management businesses. Suvo has a degree in engineering and is an MBA gold medalist from the prestigious Indian Institute of Management. He is a qualified investment consultant and has trained at INSEAD and Oxford University. He serves as chairman on the boards of Emirates Money, ENBD Asset Management and ENBD Securities and as a director on the board of Tanfeeth. He speaks regularly at global and regional conferences on retail banking, and is a media spokesperson on industry trends. He is also an advisor to Abu Dhabi University. View Guest page

Episode Listing:

Dan Schatt

Dan Schatt heads financial innovations for PayPal. In this role, he is responsible for defining and executing on the business and product strategy for PayPal's initiatives with financial and loyalty partners. Prior to PayPal, Schatt was an industry analyst with Celent, and led the company's retail payments practice. Prior to his role as industry analyst, he served as GM of Yodlee's data services group, responsible for integrations with top tier financial institutions. Before Yodlee, Schatt worked as an investment banker for Salomon Smith Barney and held positions in Asia, Europe, and Africa with Citigroup. Schatt has been widely quoted in the media, including The New York Times, The Wall Street Journal, Financial Times, Business Week, and has also written articles for American Banker and Bank Systems & Technology. He has presented at national and international venues, including the United Nations Development Program Roundtable on Remittances, the World Bank / APEC Dialogue on Remittance Systems, NACHA's Annual Payments Conference, BAI's Retail Delivery conference, and The Internet Retailer conference. Schatt received a dual MBA (Finance) and MIA (International Economic Policy) from Columbia University and a BA from the University of California Santa Barbara. View Guest page

Episode Listing:

Rachel Schneider

Rachel Schneider is Senior Vice President of Insights & Analytics for the Center for Financial Services Innovation. In this position, Rachel serves as an industry expert on the underbanked, identifying new innovations and documenting trends. She coordinates relationships with academic and industry research partners to ensure that CFSI’s research is timely, action-oriented and impactful. In addition, Rachel collaborates with financial services companies and others regarding strategy development and product design related to the underbanked market and oversees CFSI’s policy activities. Rachel began her career as an investment banker at Merrill Lynch & Co., though she hails her interest in the underbanked from her days as a VISTA Volunteer. She holds a J.D./M.B.A. from the University of Chicago, and a B.A. from UC Berkeley. - See more at: http://www.cfsinnovation.com/about/team-member/rachel-schneider#sthash.I9oDXupa.dpuf View Guest page

Episode Listing:

Danny Shader

Danny Shader is the founder and CEO of PayNearMe, the cash payment network. PayNearMe enables consumers who do not have a credit or debit card or who simply prefer cash to conduct remote business transactions safely and easily. Prior to PayNearMe, Danny served as CEO of Jasper Wireless, Inc. Before Jasper, Danny served as the President and CEO of Good Technology, Inc., the leader in standards-based enterprise wireless messaging and data access, which Motorola acquired in 2007. Before Good, Danny served as a vice president and general manager at Amazon.com, which he joined when Amazon acquired Accept.com, the first consumer-to-consumer payment services company, which Danny co-founded and led as CEO. Danny earned a B.S. in Industrial Engineering and Operations Research from the University of California at Berkeley and an M.B.A. from Stanford University. View Guest page

Episode Listing:

Ron Shevlin

Ron Shevlin is a senior analyst at Aite Group. He specializes in retail banking issues including sales and marketing technologies, customer and marketing analytics, loyalty management, P2P lending, personal financial management, social computing, online banking, customer experience and consumer behavior. He is a recognized thought leader for his pioneering research on right-channeling consumer interactions, the impact of customer advocacy on future purchase intention, and developing sense-and-respond marketing capabilities to improve sales and marketing efforts. He has been widely quoted in press, in publications such as U.S. Banker and Credit Union Management, and has been a keynote speaker at numerous industry/client events including BAI Retail Delivery, CUES CEO Network, DMA Financial Services, NICSA Technology Forum and Forrester Finance Forum. Mr. Shevlin received an M.B.A. in Finance and Statistics from the University of Texas at Austin, and a B.A. in Economics from SUNY Binghamton. He is also the author of Snarketing 2.0: Marketing In the Age of Social Media, published in October 2011. View Guest page

Episode Listing:

Alex Sion

Alex Sion- Moven Alex is President of Movenbank and is responsible for management of Movenbank against its business and product strategy. He is based in New York City and has over 18 years of experience in business, technology and marketing strategy for financial services firms. Prior to Movenbank, Alex led the Financial Services Center of Excellence at SapientNito, one of the leading marketing and technology services agencies in the world. He was responsible for dramatically accelerating the firms growth in retail banking and the retail wealth management sectors and for establishing the firms' sector strategy and point of view in the market. He served as an advisor on digital strategy and disruption for global leaders like HSBC, TD, Citi, Bank of Montreal, Royal Bank of Scotland, and Barclays. Alex is a graduate of Yale University. View Guest page

Episode Listing:

Chris Skinner

Chris Skinner is best known as an independent commentator on the financial markets through the Finanser (www.thefinanser.com) and Chair of the European networking forum the Financial Services Club, which he founded in 2004. The Financial Services Club is a network for financial professionals, and focuses on the future of financial services through the delivery of research, analysis, commentary and debate and has regular meetings in London, Edinburgh, Dublin and Vienna. He is the author of ten books covering everything from European regulations in banking through the credit crisis to the future of banking. He is also Chief Executive of Balatro Ltd, a research company, and a co-founder of the website Shaping Tomorrow, as well as a regular commentator on BBC News, Sky News and Bloomberg about banking issues View Guest page

Episode Listing:

Bret Skousen

Bret Skousen-Moneydesktop - Executive Vice President, Marketing & PR Bret's 20+ years of executive leadership at companies like Black & Decker (B&D), and most recently Mountain America Credit Union (MACU), have resulted in a business acumen that is both broad and deep. At MACU, Bret implemented a completely new product development process from which the first product developed under this process resulted in an increase of over 50% profitability per user. At B&D, Bret's sales territories consistently over performed expectations by 15 to 20% and, as a testament to Bret's passion for building high performing executive teams, he was responsible for creating the BBHHI University, where B&D's leadership is trained, groomed and developed. View Guest page

Episode Listing:

AJ Smith

AJ Smith is an award-winning journalist with more than a decade of experience in television, radio, newspapers, magazines and online content. Her work has been featured on CNN, The Weather Channel, ABC Radio, WSJ Radio, MarketWatch and Yahoo Finance. She has a passion for meeting new people, sharing stories and helping others. She has degrees from Princeton University and Mississippi University. AJ and her husband also write and illustrate children's books. View Guest page

Episode Listing:

Anders Sorman-Nilsson

Anders Sorman-Nilsson is a futurist and innovation strategist who helps executives and business leaders decode trends, answer disruptive questions and strategise for foreseeable and unpredictable futures. As a Swedish-Australian strategist at Thinque he has helped executives of Fortune 500s and ASX leaders convert provocative questions into proactive, future strategies across 4 continents since 2005. His latest book Digilogue: how to win the digital minds and the analogue hearts of tomorrow’s customer - is hot off the press, and is featuring in top end business media like BRW, The Financial Review, Sky News Business, Qantas Magazine and ABC National Radio. He has completed the Global Executive MBA program at the University of Sydney Business School, and when he is not hanging out with clients like Eli Lilly, Fuji Xerox, HP, Pernod Ricard, or People’s Choice Credit Union - globally and locally - he likes to get his hands dirty together with his mum, Birgitta, in the turn-around strategy for her 96 year old bricks and mortar menswear store in Stockholm, Sweden in a world of Digital Disruption. View Guest page

Episode Listing:

Jeff Stewart

Jeff Stewart is a serial entrepreneur, inventor and investor specializing in internet-enabled growth businesses. Jeff is the founder an CEO of Lenddo, the world’s first online community that empowers the emerging class to use their online social connections to build their creditworthiness and access local financial services. Jeff is the Founder of Urgent Group, a venture development firm focusing on building innovative technology-enabled businesses, as well as the founder of Urgent Ventures LLC, which co-invests in angel stage technology start-ups. Jeff also founded Urgent Career, a venture-backed recruitment technology and services firm that seeks to improve how growth companies find, screen and assess sales talent. Prior to Urgent Career, Jeff founded Monitor110, which offered internet-based semantic big-data analysis to institutional investors. View Guest page

Episode Listing:

Sebastien Taveau

BSD-Chief Evangelist at Synaptics A puzzle solver, a strategic thinker, a beyond-the-horizon watcher and a hands-on doer. Sebastien’s technical and professional experience spans more than 20 years in various industries. He has shaped ecosystems and products around POS, mobile payment, mobile security, mobile identity and consumer solutions even when he was told it was not possible. As such, he has provided expert opinions for and has been quoted in the WSJ, Washington Post, The Huffington Post, Reuters, Mashable, USA Today, CNN, CBC, Forbes, Dark Reading, Digital Transactions, Newsweek, etc. on topics ranging from mobile payments to mobile identity, and consumer biometrics and security. Sebastien was Chief Technology Officer at Validity and assumes a similar role at Synaptics as Chief Evangelist with a particular focus on ecosystem strategy and development positioning Synaptics at the forefront of the pack with its best-in-class Human Interface technology. Prior to Validity, Sebastien led the Mobile Ecosystem and Technology Integration effort at PayPal. He was also a member of the exclusive eBay Inventors Club for his multiple contributions to the patent portfolio (15 patents pending/filed) as well as a 2-times recipient of the PayPalian Award. He also founded and led Fluctuat LLC for more than 5 years and has held senior management positions for starts-up and Fortune companies such as Cardsoft, Renesas (Hitachi/Mitsubishi), Ridgerun (a Texas Instruments venture), Motorola SPS (now Freescale) and others. View Guest page

Episode Listing:

Lynn Teo

Lynn is a seasoned experience design industry leader with 15+ years experience spanning web/interactive agencies, research labs, global marketing and advertising firms, startups and educational institutions. Her specialties are web/mobile products, service design, and experience strategy supporting cross-channel ecosysteems. Lynn's overarching mission is to create positive, rewarding and holistic customer experiences. As Head of User Experience and Creative Director in several NYC-based agencies previously, she created blended SoLoMo digital experiences that combine e-commerce, content and social engagement. She is active in the NY startup community offering mentorship in lifestyle products and services, and social/community-based experiences. In her free time, she also mentors young women in design and techology. Lynn is an active public speaker at both large and small events. She holds an MA from Carnegie Mellon University. Follow @Lynn_Teo on twitter View Guest page

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Jennifer Tescher

Jennifer Tescher is the President & CEO for the Center for Financial Services Innovation, which aims to transform the financial services experience in America in order to better serve underbanked consumers and help them achieve prosperity. Towards that goal, CFSI develops and distributes real-world tested research and strategy, provides funding to promising companies, and facilitates cross-sector business collaboration. Ms. Tescher founded CFSI in 2004 and has since achieved notable success in raising the profile of underbanked access and asset-building as an objective for the industry. She has become a nationally known expert on this topic, with a monthly column in American Banker, frequent interviews and articles in the financial press, and major speaking engagements at a broad spectrum of industry and policy convenings. Tescher launched CFSI’s annual conference, produced in partnership with SourceMedia, which presents cutting edge thought leadership and showcases innovators, executives, and emerging companies in the financial services industries. Newly titled “Emerge: The Forum on Consumer Financial Services Innovation,” the conference agenda reflects CFSI’s understanding of the changing financial services market, offers a renewed focus on improving consumers’ financial health, and draws over 700 attendees each year. She lives in Chicago with her husband, Jonathan Eig, and her children, Lillian, Lola, and Jeffery. View Guest page

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David Thomas

BRIC Expert, Speaker, Entrepreneur and Thought Leader, David Thomas is well known in the Asia Pacific region for his experience, credibility and passion for identifying, building and facilitating business and investment relationships between developed and emerging countries. His unique experience and powerful networks have accumulated over a 30 year career in London, Hong Kong and Sydney. He managed his own financial services business in Hong Kong for 8 years (1987 - 1995) which provided unique insights and first hand experience of the changing landscape within the Asia Pacific region, particularly the opening up of China, the rise of Japan and the Asian tigers, and the emergence of India. More recently, his influence and activities have extended to Latin America and Eastern Europe driven by his interest and passion for the economic potential and growing influence of the four "BRIC countries" (Brazil, Russia, India and China). As well as working with companies within many industry sectors (e.g. retail, professional services, manufacturing, food, tourism, education, publishing, design and technology) David continues to support financial services companies seeking to expand their global footprint, leveraging business and investment networks throughout the region, leading an annual mission to the Asian Financial Forum in Hong Kong, and as the Chairman of the Australasian Financial Forum in Australia. As a co-founder and Director of Brazil Access, David is working with leading Brazilian companies by facilitating their expansion and engagement with international markets in the lead up to the Rio Olympics 2016. View Guest page

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Michael Toner

Michael Toner is the Manager, Social Media at Navy Federal Credit Union where he effectively uses social channels to deliver industry leading customer service to Navy Federal's members while simultaneously overseeing the organization's engagement focused social media marketing program. Toner lives with his wife, Ashleigh in Alexandria, VA and is currently pursuing his Master’s in Business Administration from Drexel University's LeBow College of Business. View Guest page

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Kevin Travis

Kevin Travis is a partner with Novantas in the New York office, and the head of the Distribution Strategy Practice Area. His focus in the last 5 years has been on changing customer attitudes and behaviors related to the buying and selling of financial products and service at banks. Previously, he worked in commercial banking in Europe and Africa. He is available to speak as an expert on evolving customer preferences, distribution, international banking, and broader banking strategies in general. Kevin has been quoted in publications such as American Banker, Credit Union Times, and Tech Journal on topics including online and mobile banking security and proliferation, online personal finance management tools, and internet advertising. He is a frequent public speaker and author, and is the author of multiple articles, white papers, and reports on evolving distribution strategies and banking models. View Guest page

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Victoria Treyger

Victoria Treyger has more than 15 years of experience in building brands and customer loyalty. She joined Kabbage because she loved its mission to understand customers better and provide them with cash when they need it. Before Kabbage, Treyger was most recently Chief Marketing Officer of RingCentral, the leader in cloud business phone systems. She was also CMO of Travelocity North America where she led the successful launches of opaque hotels, the deals category, an industry leading loyalty program, and significantly expanded customer acquisition by leveraging new online advertising platforms, social media, and mobile. Victoria, along with key agency partners, received the prestigious Bronze Effie Award for Advertising Effectiveness for the integration of social media, PR, TV, and website behind the highly successful 2010 Gnome Adventures campaign. Prior to Travelocity, Victoria led the acquisition and retention channel marketing group for the Fee Services division of American Express. As a general manager at Amazon, she launched and managed multiple new categories, including gifts, out of print books, and premium auctions. Victoria was also part of the founding team that started Amazon's marketplace business that developed the platform to enable merchants to sell through Amazon.com. Victoria has more than 15 years of experience in building brands and customer loyalty. She joined Kabbage because she loved its mission to understand customers better and provide them with cash when they need it. Her favorite ecommerce store is BHFO on eBay. View Guest page

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Michele Van Lieu

Michele Van Lieu’s entrepreneurial skill set has been carefully crafted from years of experience working to develop businesses and make them exceptionally profitable. Several generations of her family were hard working entrepreneurs committed to excellence, so her insights came at an early age. Much of Michele’s success and training stemmed directly from Fortune 500 companies like Barnes & Noble and Starbucks. Then came a strong segue into making entrepreneurial contributions into smaller companies in need of operations strength and business development guidance. She was recruited to leverage these skills for a female based wealth management firm in New York City where she realized her significant passion and commitment to serve in addition to understanding the extraordinary need for comprehensive business and personal planning. In particular, women facing multiple demands truly benefited from her first hand knowledge of their needs and her ability to identify the missing pieces of their financial structure and plan accordingly, step by step, for their overall financial health. A New Yorker at heart and a self-described health nut, Michele enjoys organic cooking and spending time with her family. View Guest page

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Peter Vander Auwera

Co-Founder of Innotribe, the innovation initiative of SWIFT and the architect and content curator for the main Innotribe events, including Innotribe at Sibos. Peter is responsible for various innovation proofs of concept and for the Digital Asset Grid, one of the most forward looking SWIFT Incubation projects. He is a member of the WEF expert group on Personal Data, member of the REXpedition (www.therexpedition.com) and TEDxNewWallStreet speaker. View Guest page

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James Varga

Founder and CEO of miiCard (My Internet Identity), the first Identity Service that can accurately prove a user’s true identity purely online. As someone with a passion for technology, I developed and patented miiCard’s Bring Your Own Identity platform in response to what is a fundamental lack of trust online. With miiCard, we have a proven layer of trust and assurance in identity that will enable consumers, businesses and governments to interact and transact with complete confidence online. Having been involved in technology and the Internet for over 20 years I’ve been fortunate enough to having held a number of senior level positions in marketing, technology and management. Most recently, I served as a co-founder and director of Money Dashboard, the UK’s leading personal finance management tool. I also created beblu, the first mini-component computer system designed for the living room; led a knowledge measurement & assessment service called MindSweep; a digital agency for websites and financial service applications named lightershade; and founded Squarepeg, an eBusiness consultancy specializing in CRM and sales management. View Guest page

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Mike Walsh

Mike Walsh is the CEO of Tomorrow, a global consultancy on designing business for the 21st century. He advises leaders on how to thrive in this era of disruptive technological change. Mike’s clients include many of the global Fortune 500, and as a sought-after keynote speaker he regularly shares the stage with world leaders and business icons alike. Mike previously founded Jupiter Research in Australia, and has also held senior strategy roles at News Corporation in the Asia Pacific Region. He is currently a board member and strategic investor in the North Alliance, Scandinavia’s leading digital marketing group. Mike’s best-selling book FUTURETAINMENT, published by Phaidon was the winner of the design award by the Art Director’s Club in New York. View Guest page

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Shawn Ward

Shawn Ward- Geezeo- CEO & Co-Founder Shawn is Geezeo’s CEO and leads the organization's third party partnerships and investor relationships. Along with his co-founder, Pete Glyman, he directs the organization's strategic initiatives. Prior to starting Geezeo, Shawn was General Manager of Gainskeeper, a division of Wolters Kluwer Financial Services Software (WKFS) division. Shawn was also corporate development strategist for WKFS where he evaluated potential acquisition candidates, divestures, and organic product build-outs. After studies at Boston University and Northeastern, Shawn spent more than eight years in various product management and analyst roles at Fidelity Investments. It was then that he realized technology could do so much more to enhance people’s financial well being. View Guest page

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Matt West

Matt West-Moneydesktop - Vice President, Financial Institution Sales Matt has been with MoneyDesktop since before it brought on its first financial institution. He has been instrumental in signing the company’s first 400+ clients and has also played a major role in building relationships with MoneyDesktop’s online banking, core and payment networks. He comes with years of enterprise level financial services and technology sales experience and has worked with many companies in the Fortune 500. View Guest page

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Andrew Winston

Founder of Winston Eco-Strategies, a globally recognized expert on green business strategy, appearing regularly in major media such as The Wall Street Journal, Time, BusinessWeek, New York Times, and CNBC. He has advised some of the world's leading companies, including Bank of America, Bayer, Boeing, Bridgestone, HP, Johnson & Johnson, and Pepsi. He also sits on Sustainability Advisory Boards for the Kimberly-Clark Corporation, Hewlett-Packard (HP), and Unilever, and serves as a Sustainability Advisor to PwC. Andrew bases his work on significant in-company business experience. His earlier career included advising companies on corporate strategy while at Boston Consulting Group and management positions in strategy and marketing at Time Warner and MTV. Andrew's new book, The Big Pivot, out in early 2014, explores how companies can manage the profound challenges of a hotter, scarcer, more open world. The Big Pivot provides a new roadmap, helping executives create a more prosperous business, economy, and world. He received his BA in Economics from Princeton, an MBA from Columbia, and a Masters of Environmental Management from Yale View Guest page

Episode Listing:

Christopher Withers

Chris leads the Financial Services sales unit for IBM Watson Solutions in Europe. He works with leading Financial Services firms to apply the power of machine learning and artificial intelligence of IBM's Watson to dramatically transform customer and employee engagement. Chris holds a BA (Hons) and a MEng in Industrial Engineering from the University of Cambridge, and a MBA from Harvard Business School. Prior to this role, Chris lead IBM’s Smarter Commerce software business in the UK and Ireland focused on delivering multi-channel solutions in the Retail. He worked with clients to innovate their customer experience through digital channels to improve customer life time value, online conversion rates and marketing ROI. Chris joined IBM in 2004 and has a held a number of sales leadership and sales management positions in the IBM enterprise software business. Chris has extensive understanding and experience of business strategy, gained across multiple industries. He has a keen interest in entrepreneurship having worked in a number of software start-ups and serves as a mentor for the IBM intrapreneurship programme. View Guest page

Episode Listing:

David Wolman

David Wolman is a contributing editor at Wired. He has also written for such publications as the New York Times, the Wall Street Journal, Time,Nature, Outside, Newsweek, Discover, Forbes, New Scientist, and Salon. He is a former Fulbright journalism fellow (Japan) and an Oregon Arts Commission fellow (2011), and his work has appeared in the Best American Science Writing series. David is the winner of a 2012 Outstanding Article award from the American Society of Journalists and Authors, and a graduate of Stanford University's journalism program. He lives in Portland, Oregon with his wife and two children. His first book, A Left-Hand Turn Around the World, was published by Da Capo Press (hardcover 2005, paperback 2006). His second book, Righting the Mother Tongue: From Olde English to Email, was published by HarperCollins (hardcover 2008, paperback 2009). His latest book, The End of Money, was published by Da Capo Press in February, 2012. View Guest page

Episode Listing:

Casper Wong

Casper is a co-founder and the COO of CommunityLend where he manages business operations including sales, marketing, business development, lending and strategy. CommunityLend’s growth is being driven by Financeit.ca which provides businesses the ability to offer POS consumer financing. Since launching in January of 2011, Casper has been responsible for signing up over 2,400 merchant Partners that have processed over $370MM in loans. Prior to this, Casper was with easyhome, Canada’s largest publicly traded merchandise leasing company with over 240 locations and over $180MM in annual revenue where he was responsible for business development and creating an online strategy for growing their lending business (easyfinancial). Casper and his team doubled loan book growth and revenue at the online lending business in a period of 6 months in addition to refining the underwriting, credit, collections and customer service models. Casper joined easyhome after working in investment banking on the Mergers & Acquisitions team at BMO Capital Markets where he completed many successful transactions in the Retail, Aerospace & Defense, Mining, and Oil & Gas sectors with combined values in excess of $12 billion. View Guest page

Episode Listing:

Eddie Yoon

Eddie Yoon is a Principal with The Cambridge Group. He has helped clients create winning growth strategies and business models in Consumer Packaged Goods and Durable Goods. He has particular expertise, research and articles about helping market leaders drive category growth and create new categories. To date, he has driven nearly $1B in incremental, margin accretive sales for his clients, including: Leading a food company to #1 share leadership and +40% growth for the company and +10% category growth Helping a leading beverage player create $250MM+ in incremental margin via an overall growth, portfolio, mega-branding and innovation strategy Growing a 60% share office products manufacturer +20% growth via a portfolio, marketing and merchandising strategy Prior to this, Eddie was a Consultant at Sibson & Company, where he worked on organizational strategy and global merger integration assignments. Eddie earned his undergraduate degree from the University of Chicago, in both Political Science and Economics. He is also a regular contributor for the Harvard Business Review. View Guest page

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Fintech descends on Silicon Alley!

September 25, 2014
Hosted by Brett King

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Episode Description

Over the past week, more than a thousand global banking executives, financial technology entrepreneurs, venture capitalists, press, and industry analysts converged on New York for a series of events focused on banking innovation. The events included the Bank Innovators Lab Day, NYPAY and Consult Hyperion 3rd Annual Tomorrow’s Transactions Unconference, the two-day FinovateFall innovation showcase and a series of receptions focused on what’s new in banking. Join our Guest Host JIM MAROUS, partner at The Financial Brand and publisher of the Digital Banking Report, as he moderates a rapid fire recap of the week’s highlights and discusses some of the most exciting innovations introduced with JP Nicols from the Bank Innovators Council, Chris Skinner (author of the book Digital Bank), Ryan Caldwell (President of Money Desktop) and Robb Gaynor, (chief product officer of Malauzai Software.

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Breaking Banks

Thursday at 12 Noon Pacific Time on VoiceAmerica Business Channel

Breaking Banks is about the massive upheaval facing the banking industry today as a result of loss of trust, rapid consumer behavior shift, massive technological change and increasing government scrutiny.

In 1472 Banco Monte dei Paschi di Siena opened its first branch. Since then "the bank" has been at the center of the way individuals in the community did banking – whether saving money, moving money around or requesting credit. Breaking Banks is a show exploring how banking is rapidly being disrupted and how context and digital are becoming the new drivers of banking experiences.

Will banking start to disappear from a traditional storefront? Is the end-game of technology like mobile and social media just making banking part of everyday experiences, whether that is buying a home, buying a car, traveling, shopping or funding our children's education? The possibility that banking is no longer a place you go to, but just something that you do has become very real.

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Brett King

Brett King is a three times bestselling author, well-known futurist and speaker, and founder of a breakout new retail banking and lifestyle concept "Moven.” King was voted as American Banker's Innovator of the Year in 2012, and was nominated by Bank Innovation as one of the Top 10 "coolest brands in banking.” King has been featured on CNBC, Bloomberg, BBC, Financial Times, The Economist, The Asian Banker Journal, The Banker, Wired magazine and many more. He contributes regularly as a blogger on Huffington Post.

King initially achieved recognition for his bestselling book BANK 2.0, which received widespread industry acclaim and topped category lists in the UK, USA, Germany, Japan, Canada, France Russia and Asia. 'Branch Today, Gone Tomorrow' - King's second book achieved bestseller status in its first week on Amazon. His current book BANK 3.0 is currently topping the charts in the US, UK, China, Canada, Germany, Japan and France and has been published in English, Chinese (Simplified/Traditional), Korean, Russian and Polish to-date. He is widely considered the foremost global expert on retail banking innovation today.

As an industry thought leader, King has delivered keynotes at conferences in more than 40 countries for organizations like Google, Forbes, and Oracle. He has served as an international judge for The Asian Banker Retail Banking Excellence Awards, the GSMA Global Mobile Awards, the Middle East Business Achievement and Retail Banking Awards.

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