Keynote Speaker

YaËl 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.

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.

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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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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Jim Baxley

SVP Enterprise Banking

nCino

Jim Baxley

SVP Enterprise Banking

nCino

Jim leads the fast-growing nCino enterprise banking team. He is traveling the country, helping banks transform and engage their customers with digital banking. Prior to nCino, Jim was the CIO at Square 1 Bank, leading the technology teams as they grew, acquired, and transformed their service to the venture capital and start-up markets. Earlier, Jim spent 14 years at First Citizens Bank, where he provided leadership in technology, strategy, process, project, and financial management of the $80+million budget for the Bank’s IT division.

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Linda Wittich

Managing Director, Sales & Strategic Account Management

Finn AI

Linda Wittich

Managing Director, Sales & Strategic Account Management

Finn AI

Linda Wittich is an accomplished leader in global sales strategy and execution within the field of high enterprise SaaS businesses. With a successful track record of over 30 years in the financial services industry, Linda brings a wealth of experience in delivering cognitive, big data and analytics solutions for large corporate organizations at companies such as IBM, Broadridge, NSCC and Citibank. While at IBM, Linda led delivery for Watson for Wealth and is an expert in implementing conversational banking solutions to drive digital transformation and reinvent customer experience models.

Now at Finn AI, Linda oversees all global sales strategies and focuses on the growth of new and existing customer relationships within the financial industry.

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David Hall

Director of MX Catalyst

MX

David Hall

Director of MX Catalyst

MX

David Hall joined MX in September 2018 to lead the Catalyst team where he and his team help clients identify and remove any roadblocks keeping them from using their data effectively.

Prior to MX, David spent 16 years at Zions Bancorporation where he was a Senior Vice President in the Technology and Operations Division. He was responsible for all core banking systems and developed expertise in retail, lending, and regulatory operations, continuous process improvement systems, and banking strategy.

He is also a highly sought after retired DJ.

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Lee Chalk

Senior VP Internet & Channel Integration Strategy Manager

First Citizens Bank

Lee Chalk

Senior VP Internet & Channel Integration Strategy Manager

First Citizens Bank

20 year financial services professional with strategic marketing, product and platform management experience at BB&T and First Citizens Bank, Raleigh NC. UNC Chapel Hill Undergrad, MBA Wake Forest University. Spare time is spent on boats, hiking, sports with my wife, 3 boys, 4-month old golden retriever, and a bunch of cub scouts.

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