August 23-25 | Dallas
About the Program
Fintech Forum introduces a new concept of learning, specifically designed for community bankers who would like to enter the fintech arena. IBAT will be hosting a comprehensive two-and-a-half-day learning lab at the DFW Embassy Suites. This event is open to all bankers in Texas and/or subscribers of Bankers Helping Bankers. Attendees will hear directly from expert companies and speakers via educational roundtables. Each section of the program is designed to allow for audience engagement and peer-to-peer conversations between bankers and fintech companies.
Topics Covered
- Starting the process with a business case
- Understanding the risk and compliance of working with a fintech
- Meeting with industry bankers who have tackled implementation
- Completing a strategic plan
Download the Full Agenda
What You'll Receive
- Reference materials, tools, templates and handouts to help you begin the implementation process
Speakers
We have put together a robust line-up of speakers - from fellow community bankers who have been through the fintech trenches and are here to share their stories and experiences with you; to fintech company founders who can tell you how they can help bring your bank to the next level; to IBAT staff who will guide you through risk management, vendor management and compliance components.
Mike Fernandez
Texas National Bank, Sweetwater |
Marco Perez
First Community Bank, McAllen |
Mary Williams
Texas First Bank, Texas City |
Ben Soppitt
Unifimoney |
Tanner Mayo
FedFis
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Sean Mayo
FedFis
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Derik Sutton
Autobooks
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Sarah Fankhauser
DCI
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Tanna Faulkner
DCI
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Kim Snyder
KlariVis |
Who Should Attend
Any community bank employee interested in product, digital, customer experience, plus executive level staff including: CEOs, COOs, CIOs, CCO, Presidents, CTOs, CROs.
Registration Fees
First Registrant: $995
Each Additional Registrant (same bank): $795
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Hotel Information
Embassy Suites Hotel
3880 W. Northwest Highway
Dallas, TX 75220
Discounted rate: $169 plus taxes and fees | Reservation Cutoff date: August 8, 2022
Hotel Cancelation Policy
At least 72 hours prior to arrival to receive full refund. Less than 72 hours prior to scheduled arrival subject to one night room and tax cancellation fee.
Thank You to Our Event Sponsors
Diamond
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IBAT Meeting Safety Policy
We care about your safety and the safety of all IBAT event attendees, and are committed to providing a safe, productive and welcoming environment at all meetings and events. We have created a Safety and Responsibility Policy that applies to all IBAT events. Access it here.
Tax Information
The IRS requires a notice on all registration forms to inform the attendee of the registration fee amount representing food and beverage that is deductible as an ordinary business expense. We estimate the food cost portion of your basic registration fee is $325. Under current tax law 50% of this amount is deductible as an ordinary business expense. Please contact your accountant or tax advisor for further details.
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Cancellation Policy
Any cancellations made within five business days of the program start date are subject to a $175 processing fee. Cancellations made on or after the start date are non-refundable. You may substitute another person in your place at any time prior to the program date by informing the registrar. Course materials will be sent to registrants who are unable to attend the program.
Consent to Use of Photographic Images
Registration and attendance at, or participation in, IBAT meetings and other activities constitutes an agreement by the registrant to IBAT’s use and distribution (both now and in the future) of the registrant’s or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.
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