An invite-only gathering of the people building the future of embedded finance: banks, tech companies, regulators, and industry leaders.

What makes Unite Summit different?

Unite Summit is a milestone executive event that brings together the thought leaders at the center of a rapidly evolving fintech space. At the event, you'll gain fresh perspectives on navigating regulatory scrutiny, driving revenue, and fostering lasting fintech partnerships.

Actionable Insights

Knowledge share and candid discussions among the leading minds in the space

Focus on Fintech

Embedded banking & lending technology is at the heart of our programming

Exclusive, Invite-Only

Reserved for operators, experts, and leaders in their space

No Sales Pitches

Intellectually honest content and absolutely no sales pitches

Here’s what happened

Monday, September 16 (Banks-only)
TIME
NAME
MODERATORS
12:00 PM
Bank Lunch and Networking
12:45 PM
Small Group Session #1 - Understanding and navigating the embedded finance landscape
Mary Lou Vicencio, Vantage Bank
Dana Lawrence, Pacific West Bank
Linda Loof, TransPecos Banks
2:15 PM
Break and Networking
2:45 PM
Small Group Session #2 - Operational lift: how to resource and staff your fintech portfolio
4:00 PM
Happy Hour
5:30 - 9:00 PM
Offsite Event: Mets vs. Nationals at Citifield
Tuesday, September 17
TIME
NAME
SPEAKERS
8:30 AM
Breakfast and Networking
9:15 AM
The case for embedded finance
Itai Damti, Unit
9:45 AM
Getting embedded finance right: Deciding whether and how to get into the space
Mary Dent, Klaros Group
Sean Willett, Lincoln Savings Bank
Joe Maxwell, FINTOP Capital
10:30 AM
Break and Networking
11:00 AM
Revenues in embedded finance: How to safely and efficiently grow commercial deposits
Phil Goldfeder, American Fintech Council
John Bearden, Thread Bank
Jesse Honigberg, Customers Bank
11:45 AM
Best practices to build and scale a compliance-first fintech portfolio
Penny Lee, Financial Technology Association
Laura Spiekerman, Alloy
Kat Rief, i3 Bank
Dana Lawrence, Pacific West Bank
12:45 PM
Lunch and Networking
1:45 PM
A changing landscape: The interplay between market needs and regulatory expectations for embedded finance
Raj Date, Fenway Summer
Alex Acree, Unit
2:30 PM
Understanding infrastructure: What it will take to launch and manage your fintech portfolio
Trevor Tanifum, FS Vector
Jake Tupa, Live Oak Bank
Linda Loof, TransPecos Banks
Erin Pursell, Visa
3:30 PM
Break and Networking
4:00 PM
Ask a fintech
Nik Milanovic, This Week in Fintech
Yosef West, Relay
Samir Shergill, Highbeam
Jeff Forkan, Gusto
5:00 PM
Closing Remarks
Amanda Swoverland, Unit
5:15 - 7:00 PM
Cocktail Reception

Meet the speakers

Unite Summit 2024 featured an engaging lineup of Unit’s leadership team, as well as other experts at the forefront of the embedded finance ecosystem.

Penny Lee

President & CEO, Financial Technology Association

Sean Willett

President & CEO, Lincoln Savings Bank

Mary Dent

General Counsel & Sr. Advisor, Klaros Group

Trevor Tanifum

Principal, FS Vector

Jake Tupa

Head of Embedded Banking, Live Oak Bank

Erin Pursell

VP of New Business Development, Visa

Joe Maxwell

Co-Founder & Managing Partner, FINTOP Capital

Itai Damti

Co-Founder & CEO, Unit

Raj Date

Managing Partner, Fenway Summer | Former CFPB

Phil Goldfeder

CEO, American Fintech Council

Linda Loof

Head of Strategic Partnerships and Business Development, TransPecos Banks

Jesse Honigberg

EVP Products & Platforms, Customers Bank

Mary Lou Vicencio

EVP, Chief Operations Officer, Vantage Bank

Jeff Forkan

Head of Fintech Partnerships, Gusto

Samir Shergill

Co-Founder & CEO, Highbeam

Amanda Swoverland

Chief Compliance Officer, Unit

Dana Lawrence

Sr. Director of Fintech Compliance, Pacific West Bank

Laura Spiekerman

Co-Founder & President, Alloy

John Bearden

Chief Banking Officer, Thread Bank

Kat Rief

Chief Compliance Officer, i3 Bank

Yoseph West

Co-Founder & CEO, Relay

Peter Renton

Founder & CEO, Renton & Co.

Nik Milanović

Founder, This Week in Fintech

Alex Acree

Chief Legal Officer, Unit

For press, speaker inquiries or other questions
please contact us at request@unite.com

That's a wrap on Unite Summit 2024

Unite Summit 2024 was curated for the top 100 leaders, influencers, builders, and connectors shaping the embedded finance industry. We meticulously selected attendees, crafted the agenda, and designed experiences to match this focus. If you weren’t able to join us this year, keep an eye out on our socials for any upcoming events.

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