Keynote Speaker

Yael Eisenstat

Founder at Kilele Global

Former CIA Officer, White House advisor, Global Head of Elections Integrity Operations at Facebook and Corporate Social Responsibility leader at ExxonMobil. Yaël is a thought leader and strategist helping the world's largest influencers create tools and solutions to tackle our most complex global challenges.

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Ron Shevlin

Managing Director, Research

Cornerstone Advisors

Ron Shevlin

Managing Director, Research

Cornerstone Advisors

Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s research efforts. Ron is the author of the book Smarter Bank, the highly-ranked Snarketing blog, Cornerstone Advisors’ Insight Vault site, and the Moment of Snark on the Breaking Banks radio show. As an analyst at Aite Group and Forrester Research, Ron published more than 150 studies on consumers’ banking behaviors and attitudes and on the impact of fintech on the financial services industry.

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Jane Barratt

Chief Advocacy Officer

MX

Jane Barratt

Chief Advocacy Officer

MX

Jane Barratt, Chief Advocacy Officer of MX since June 2018, is a long-time investor and champion of financial strength. In her role at MX, she works with government, regulatory bodies and industry groups to ensure that people have secure access to their financial data; with financial institutions to ensure that data and tools are available for people to improve their financial strength; and she advocates for financial education across the board, including through LinkedIn Learning. Her previous role was CEO of GoldBean, and she has spent more than 20 years driving growth for Fortune 500 companies.

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Dan Wagner

Founder and CEO

Civis Analytics

Dan Wagner

Founder and CEO

Civis Analytics

Dan Wagner is the Founder and CEO of Civis Analytics, a data science software as a service company based out of Chicago, IL. Dan founded the company in 2013 with backing from Eric Schmidt from Alphabet.

Today, Civis has 180 employees, and it provides its technology to data science and customer insights teams within marketing and customer strategy departments. Civis’ client roster includes Verizon, Airbnb, Discovery Communications - and also multiple non-profit and government clients.

Before founding Civis Analytics, Dan served as the Chief Analytics Officer on the 2012 Obama campaign. His group revolutionized polling, statistical modeling for voter outreach, and targeted paid media for politics.

Dan received his degree in Economics and Public Policy from the University of Chicago.

Ryan Caldwell

Founder & CEO

MX

Ryan Caldwell is founder and CEO of MX, the leader in actionable financial data. Before founding MX in 2010, Ryan consulted in the US, Singapore and London for some of the world’s leading companies, including Visa and Microsoft. He has also received multiple industry accolades.

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Ryan Caldwell

Founder & CEO

MX

Brian Ley

CEO

Alpharank

Brian Ley, of Cary, North Carolina with a Bachelor of Science from UNC Kenan-Flagler Business School, has always been interested in how people’s behaviors, emotions, and spending habits affect a business’ success. In May of 2015, he combined his education and fascination to create Alpharank, a data-driven growth platform that helps small banks and credit unions increase deposits and grow their membership by mapping customer connections. They use financial institutions transactional data to find patterns and build graphs that group people with similar behaviors into communities. In turn, creating a target audience for specific marketing campaigns. Alpharank, which was officially launched in 2017 at Finovate, was voted the “Best New Technology” by 1,000 bankers. Two of their current investors include FIS and Wells Fargo. Its success in such a short period of time is what led Brian to be named the 2017 Top Innovator by Bank Innovation Magazine.

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Brian Ley

CEO

Alpharank

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Don MacDonald

CMO

MX

Don MacDonald

CMO

MX

Don brings more than 30 years of experience in marketing, communications, product development and strategy from the world’s leading Technology and Financial companies. As Intel CMO, he grew the Intel brand to the world’s 5th most valuable brand, As Fiserv’s first CMO he executed the transition from a holding company to a unified operating company under a single brand, and cultivated his passion for a world of connected devices at Qualcomm.

Cathy Cooper

EVP/Retail Banking

Washington Federal

Cathy Cooper serves as Washington Federal’s EVP and Retail Banking group Manager, guiding the vision for all aspects of consumer banking, including products, client experience, digital and branch channels, real estate, and marketing for the $15 billion Seattle-based bank with offices across eight western states. Cathy most recently served as Washington Federal’s client experience executive and prior to that, as the senior vice president and marketing manager.

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Cathy Cooper

EVP/Retail Banking

Washington Federal

Brandon Dewitt

Co-Founder & CTO

MX

As Chief Technology Officer at MX, Brandon Dewitt uses his passion for helping people relieve financial stress to lead the MX engineering team. Brandon moved to Utah in 2011 when his personal finance company MyJibe merged with MoneyDesktop to become MX. Previous to MyJibe he worked at Experian.

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Brandon Dewitt

Co-Founder & CTO

MX

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Brian Knollenberg

VP, Member Insights & Strategy

BECU

Brian Knollenberg

VP, Member Insights & Strategy

BECU

For the last 20+ years Brian has helped lead, manage, ideate and optimize digital marketing and analytics campaigns for clients such as Verizon, REI, Microsoft, Nordstrom and HP while working for some of the largest and best known agencies in the world (FCB, Wunderman and Razorfish). Following a 3 year stint leading Strategic Services on the West Coast for Oracle Marketing Cloud, Brian joined BECU (the nation’s fourth largest credit union with 1.1 Million members and $20B in assets) in mid 2016. His passion is in solving complex business problems, understanding and using data and designing/optimizing full lifecycle marketing programs. At BECU, Brian is focused on unlocking member value through the use of data and insights, executing campaigns at scale across all digital channels. BECU has spent the two years plus of Brian’s tenure moving away from batch and blast campaigns to a more behavioral, trigger based marketing philosophy revolving around customer lifecycle and journeys, while continuing to develop and leverage more always-on machine learning based technology

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James Dotter

CFO

MX

James Dotter

CFO

MX

James Dotter, Chief Financial Officer at MX, brings more than 16 years of management experience and financial expertise with industry-leading, billion-dollar technology companies. Previous to joining the MX team, Dotter managed finance and operations at InsideSales.com, one of the fastest growing tech companies in the US. He led InsideSales.com through five years of more than 100 percent revenue growth, directed talent acquisition of more than 100 employees per quarter, and raised more than $140 million in private equity financing, while building and maintaining strategic partnerships.

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Jody Bhagat

President of Americas

Personetics

Jody Bhagat

President of Americas

Personetics

Jody brings deep operating experience in financial services – managing direct channels, launching digital ventures, and leading digital transformation programs. He was previously a Partner at McKinsey & Company, where he helped financial institutions execute digital transformation programs to enhance customer experience and growth. Jody also served in senior digital operating roles at U.S. Bank, Wells Fargo, and Providian. Jody has an MBA from Northwestern University and a BS in Computer Engineering from The University of Michigan.

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Gavin Mohrmann

Director of Business Development

Foursquare

Gavin Mohrmann

Director of Business Development

Foursquare

As Director of Business Development at Foursquare, Gavin has forged partnerships with financial institutions and devised strategies enabling them to leverage location data in ways that promote growth. Prior to Foursquare, Gavin was at Samsung HQ Korea, where he led the international roll-out of Samsung Pay. His time there sparked his love of BD. A tested leader both in technology and the public sector, Gavin served as an infantry officer in the United States Army, receiving the purple heart and bronze star for his service. He is a graduate from Columbia Business School and the United States Military Academy at West Point.

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