Trending Topics in Finance & FinTech 2019


Free Live Event / Livestream: July 11 (New York City)


The ultimate networking and strategic leadership and communications event for C-suite professionals (IROs, CFOs, general counsel, CMOs) at financial services and fintech companies and advisories.

This event will examine what‘s trending in the world of fintech and financial services, ranging from the internet of value to diversity and inclusion in the C-suite.

This event brings together industry leaders to discuss topics, including:

  • Securing Data with Encryption and Tokenization
  • Rebuilding Brand Trust with Data-Driven Decision-Making
  • A Conversation on Women, Diversity and Inclusion in the Financial Services C-suite
  • The “State of the Blockchain Address”

While there has been a marked change in the number of women working in the fintech industry over the past decade, more needs to be done to ensure they are given the opportunity to rise through the ranks, lead teams, develop company and industry policy as well as invest in the companies and the people that they believe in.

As the technologies of the Fourth Industrial Revolution continue to evolve, the value of data is indisputable. We will examine the role of data in the industry as well as how brands are using data to better inform the decisions they make when supporting their stakeholders.


Glenn Fodor, Head of First Data Insights (KEYNOTE)

Glenn Fodor joined First Data in August of 2014 as Senior Vice President and is head of First Data Insights, the firm’s data and analytics arm. The reports and findings that Insights compiles are frequently referenced in the press, including the Associated Press, CNBC, Wall Street Journal, Reuters, Bloomberg TV and more. Glenn is often tapped as a media spokesperson to offer his insights into the latest consumer spending trends. Previously, Glenn was a Partner and Senior Equity Research Analyst at Autonomous Research, a boutique research firm focusing on the financial and payment technology industries. Prior to Autonomous, Glenn held equity analyst roles at Morgan Stanley, UBS and JP Morgan. In 2012 Glenn was named one of Institutional Investor’s “Up-and-Coming” analysts. In addition, Glenn worked in retail payment strategy at Chase where he helped optimize the firm’s payment assets, forge new partnerships and refine its direction in payments. Glenn graduated cum laude with a B.S. in Finance from Rutgers University and is a Chartered Financial Analyst (CFA) charter holder.


Michael Terpin, CEO, Transform Group; Founder, BitAngels; General Partner, Alphabit Fund (KEYNOTE)

Michael Terpin is founder and CEO of Transform Group, whose divisions include Transform PR, a global public relations firm that has served more than 200 clients in the blockchain field and helped launch more than 100 ICO’s, including Aion, Aeternity, Augur, Bancor, Dent, Ethereum, Factom, Golem, Gnosis, Lisk, MaidSafe, Neo, Qtum, SALT Lending, VideoCoin, and WAX Token; CoinAgenda, an event series for cryptocurrency investors, and Transform Strategies, the company’s advisory division.  Transform Group International, LLC, is headquartered in San Juan, Puerto Rico, with offices in Santa Monica, Las Vegas, Silicon Valley, New York, Toronto, and Denver.  The Firm is also a partner in TokenMatch, the leading investor matching event series, presented across Asia, Europe and North America, 12-18 times a year.

Terpin also co-founded BitAngels, the world’s first angel network for digital currency startups, in May, 2013, and he is co-founder of Aspire, a new asset creation blockchain platform scheduled to do its token generation event in 2018. Previously, Terpin founded Marketwired, one of the world’s largest company newswires, which was acquired in 2006 and later sold to NASDAQ for $200 million.  He also co-founded Direct IPO, one of the earliest equity crowdfunding companies, and founded his first PR firm, The Terpin Group, which represented many of the early Internet leaders, including America Online, Earthlink, and the Motley Fool, as well as serving as AOR for divisions of Alpine, Fujitsu, JBL, Kawai, Konami, Playboy and TEAC. The Terpin Group was sold in 2000 to Financial Dynamics, now part of FTI Consulting (NYSE: FCN), the same year he received venture funding from Sequoia Capital and Hummer Winblad for Marketwired’s predecessor, InternetWire.

Terpin holds an MFA from SUNY at Buffalo and dual BA in journalism and English from Syracuse University, where he serves on the board of advisors at the top-ranked Newhouse School of Public Communications.  Terpin is also an investor and advisor to many blockchain, media and technology companies, including Aion, Alpha Networks, Polymath,, ShapeShift, VideoCoin and WAX. He is a general partner and heads up the ICO investment committee in Alphabit Fund (, a Cayman Island registered digital currency fund with $400 million assets under management and a first-year return on investment of more than 750 percent.  Twitter: @michaelterpin; Linkedin:


Jessica Gatti, Vice President, Marketing, First Data

Jessica has been at First Data since 2016, coming from the advertising agency environment with extensive digital, social, multicultural, and account experience spanning multiple sectors. As a dynamic, results-driven high-energy leader with a  20+ years proven track record in advertising/marketing communications, operations, customer/relationship management, and revenue growth, she holds strategic portfolio responsibility for 30+ sports and entertainment sponsorships, as well as strategic brand messaging and social media at First Data/Clover. Leading the strategy, planning, and execution of marketing programs that support brand awareness and elevation, new business development, product promotion, and overall communications for B2B customers for both First Data/Clover, Jessica closely collaborates with corporate communications, media relations, industry influencers, and third-party partners, to create opportunities for meaningful engagement. As a newly-appointed board member of the Borough of Manhattan Community College (BMCC) Foundation Board, Jessica also has a solid background in the arts, with extensive studies in both theater and photography.


Kelcey Gosserand, Program Director, Developer Advocacy North America, IBM

Kelcey Gosserand is the City Leader and Program Director for IBM, overseeing Developer Advocacy for North America. Kelcey is driving the strategy and execution of developer engagements focusing on Blockchain and emerging tech. Her team is responsible for building the trust and respect required to engage with today’s new developers.

Kelcey is a pioneer in the blockchain landscape entering the scene as an early investor and participant in the crypto-economy. She founded the blockchain community building engine, Trellis, working with clients in new market development, brand positioning, and strategy. Kelcey is a community builder, storyteller, and blockchain evangelist.


Eric Koefoot, CEO & Founder, PublicRelay

span>Eric is an Internet pioneer, having either founded or served as a senior executive in Internet companies since 1996. He was CEO and Publisher of U.S. News Ventures, CEO of Five Star Alliance, and CFO and later VP of Sales at Washington Post Digital.  Prior to his entrepreneurial endeavors, he was an executive at Ford Motor Company and Deloitte Consulting.  Eric has an engineering degree and an MBA from M.I.T. An accomplished Olympic-distance and Ironman-distance triathlete, Eric is currently a co-founder, and the CEO and President, at PublicRelay.
span>PublicRelay is the most trusted media analytics solution for communications and marketing professionals at the world’s most recognizable consumer and business brands, associations, universities and government agencies.


Kate Lam, Managing Director of Digital Financial Products, Ideanomics

Kate Lam serves as Managing Director of Digital Financial Products at Ideanomics and is responsible for designing and bringing to market new digital financial products.

Highly regarded for her capital markets skills across Asia and US, Kate has more than 25 years of financial markets experience dealing with a multitude of asset classes and clients. In addition to her extensive finance experience, Kate also spent a few years at a fintech startup, where she obtained regulatory license and helped design a compliant interface for onboarding investors. Her skillsets bridge the gap between traditional finance and new technological innovations such as Distributed Ledger Technology. In addition, Kate has expertise in multiple areas of finance, financial products, and securities RegTech.

Prior to her work at startups, Kate Lam held senior management positions at Deutsche Bank, Bear Stearns and Standard Chartered Bank with a global client base of financial institutions such as
international banks, central banks, funds and insurance companies. Throughout her career, Kate’s work on behalf of clients has been recognized through the largest and fastest growing Asian
markets- including China, Hong Kong, Taiwan, Singapore, Japan, and South Korea.

Kate Lam received a Bachelor of Arts Degree in Economics and International Relations from the University of Pennsylvania. She continues to lecture and speak on topics such as Fintech, Digital
Financial Products, and Digital Transformation. She is an avid traveler and has visited all 5 continents, touching down on both the Arctic Circle and Antarctica within a year.


Lananh Nguyen, Finance Reporter, Bloomberg News

Lananh Nguyen is a finance reporter for Bloomberg News covering banking and wealth management in New York. She has extensive experience reporting on key decision makers, including CEOs and central bankers, for print, TV and radio. Lananh previously covered currencies and was formerly based in London, reporting on energy. She holds a BA in Political Science from Tufts University and also studied at the London School of Economics.




Caleb Silver, Editor in Chief & S.V.P. Content,  Investopedia

Caleb Silver has been the Editor-in-Chief of Investopedia since 2016. He is an award-winning media executive with more than 20 years of experience in business news, digital publishing and documentaries.

Prior to joining Investopedia, Caleb was the Director of Business News for CNN and worked for the network for ten years in a variety of executive and management roles including the Executive Producer for, where he helped launch the CNNMoney Video Network. He was also a Sr. Producer on The Situation Room with Wolf Blitzer. Caleb began his business journalism career at Bloomberg News in 1997, where he worked as a senior television producer for eight years. Over the course of his career, he has earned and contributed to multiple industry awards and nominations, including the EMMYs, EPPYs, SABEW’s Best in Business, and the Peabody. He is on the Board of Governors for SABEW (Society for Advancing Business Editing and Writing).

Caleb earned his M.A. at NYU’s Carter Journalism Institute and his B.A. from Colgate University.


Adryenn Ashley, Blockchain Global Influencer, Founder & CEO of Loly Labs, Inc.

Adryenn Ashley is a serial entrepreneur, speaker, and co-founder of CryptoVixens. As a Startup Advisor her advice is sought after, whether for her abilities to viralize a global conversation, or increase a company’s revenue while streamlining costs. Her expertise ranges everywhere from breaking into banks (security testing in the 1990’s), to being one of the first females in AI in the 2000’s, giving Ashley decades of experience in navigating the bleeding edge of what’s next. Having immersed herself in blockchain, artificial intelligence, and augmented reality, Ashley’s newest disrupt, Loly, aims to reinvent the way people meet, mingle, and make magic online. Funding Loly through an ICO is what inspired the content for her newest book, Minting the Future (Winter 2018).

Recently named the #1 Woman in Blockchain, Ashley speaks around the globe from small elite audiences of family offices to jam packed convention centers, using her signature style of humor to break down complex technologies into understandable bites of must have knowledge.

In addition to being a tech entrepreneur, Ashley is a best-selling author and award-winning filmmaker. In 2015, she skillfully turned fan engagement into #SocialTV profits with CrowdedTV, the world’s first crowdfunding platform for broadcast television. Going a step further than just raising funds, CrowdedTV also recruited sponsorship and secured distribution. Using the CrowdedTV platform, Ashley’s first show, Wake Up!, went from idea to national broadcast television in under four months, and is in pre-production for a second season, as well as development for their first 360 sitcom, and a crypto-centric comedy news show.


Davia Temin, CEO, Temin & Company

As President and CEO of Temin and Company – a boutique management consultancy that helps corporations and organizations create, enhance and save their reputations and coaches board directors and C-Suite executives – Davia Temin works with some of the most talented and impactful leaders in the world, helping them to refine and strengthen their vision, voice and market position in times of crisis and opportunity. Temin and Company specializes in crisis, reputation, and culture management, and corporate governance for global companies, professional services firms, foundations, colleges and universities, and governments.  Davia serves as a spokesman during crises, strategist, and leadership and communications coach at the board, CEO and executive committee levels. Temin and Company works with clients to create brand-distinguishing thought leadership and best practices in governance and corporate leadership, as well as to promote women’s leadership, provide socially responsible marketing, media and social media strategy and execution, and create cultures supportive of gender equity.

Davia is a frequent speaker around the world on crisis, reputation, and culture management, leadership, corporate governance, women’s leadership, resilience and what boards and leaders need to know about media, social media and artificial intelligence.  A nationally recognized writer, commentator and expert in her fields, she has appeared on CBS, CNN, NBC, Bloomberg, PBS, ABC, and in The Wall Street Journal, and numerous other publications and networks around the world.

Prior to founding the firm 21 years ago with the backing of GE, Davia headed Corporate Marketing for GE Capital, Schroders, Scudder, Citi Investment Bank and Columbia Business School.  An Honors graduate of Swarthmore College, she serves on their Board.  For nine years she served as First Vice Chair of the Board of Girl Scouts of the USA and Chair of their National Fund Development Committee – originating their $1 billion campaign for girls, the largest fundraising campaign for girls in the world.  She is Chair the of Board of Video Volunteers, an India-based investigative media nonprofit, and sits on the Boards or Advisory Boards of ProPublica, The Knight-Bagehot Fellowship, Committee for Economic Development, Harvard Women’s Leadership Board, WomenCorporateDirectors (WCD), Girl Scouts of Greater New York, WCD New York Leadership Council, and Predmore Holdings.  She is a member of Columbia’s Women Creating Change Leadership Council, and also serves as an advisor to AI startups and

In 2018, Davia was named an Enterprising Woman of the Year by Enterprising Women magazine.  She was honored by the National Organization for Women, accepting their 2017 Woman of Power & Influence Award for forging new paths for the next generation of women leaders.  She received the Lifetime Achievement Award by Trust Across America-Trust Around the World and was named a “Top Thought Leader in Trust.”  She was awarded The Girl Scouts Pinnacle Award for Leadership in 2015 – their highest honor.  In 2014, Davia was chosen as a Delegate by the U.S. State Department to the Global Entrepreneurship Program in Greece.  She has also been honored as one of the “30 Outstanding Women” in the world by the National Council for Research on Women; and named by Girl Scouts as a Woman of Distinction.  Profiled in many business and leadership books – most recently Broad Influence: How Women Are Changing the Way America Works and Stiletto Network – she writes the “Reputation Matters” column for, is a contributor to Huffington Post, American Banker, Directors & Boards, Corporate Board Member, and Chief Executive Magazine and has written chapters on “Rebuilding Trust in the Financial Markets” for the book Trust, Inc., and on crisis leadership for Women on Board – Insider Secrets to Getting on a Board and Succeeding as a Director.

Joseph Small, Wealth Management Advisor at Northwestern Mutual

Joseph Small joined Northwestern Mutual in 1992 and has grown his wealth management practice to a team of 11 full time and several associate members. In 2018 he earned the rank of #7 in the Northeastern US and #18 in the Country (out of 7,500) for assets under management.
Although he is very excited about this growth and has every plan to continue to perform at the highest level possible, he believes this is just one measurement of success. Joe has developed deep, meaningful relationships with the people he works with. He knows their family, their pets, their dreams, and passions, their fears and their goals. Joe has relationships that span generations. What makes him different? He is unapologetically himself – a deeply compassionate, passionate and boisterous guy who goes all in! He is bold, direct and sometimes brash.
He recently went through the exercise of affirming his life’s purpose with the guidance of a well-known and respected life coach. There was no surprise as he has been enthusiastically living it daily since he was a child. His life’s purpose is to help care for and protect loved ones and generations to come. This purpose has not happened by chance but as a result of his real life experience and the commitment he made to himself as a child (more on this if you ask). He does this by using his financial planning skills plus more!
 He is particularly committed to bridging the confidence gap for women when it comes to understanding and guiding their own finances. Over 52% of the worlds wealth is controlled by women yet less than 20% take an active role in growing it, managing it & understanding it. Anecdotally, it continues to surprise him that so many hugely successful women manage their careers, their homes, their educations & their hobbies expertly yet they shy away from full engagement on growing their personal wealth.  Joe takes special care in his approach to female clients empowering and supporting their independence, knowledge and success.
Joe is a father (2 biological children and 6 bonus children), a pet owner (three dogs and one cat in the near future), a brother to three younger sisters and a life partner to Tricia. He calls his work team, his other family – his assistant has been with him for more than 17 years. Like most men enjoys his toys! Bigger, brighter and more obnoxious the better! Whether it’s clearing woods with his big yellow excavator or racing around Limerock in his BMW “race” car, shooting sporting clay at Orvis or zipping around town in his sunburst orange corvette. Joe is a hungry traveler and in the last few years has visited South Africa, Portugal, Italy, Spain, Thailand, Germany, Argentina, Canada and France.
He fervently believes in Northwestern Mutual and their strong investment in community. Joe follows suit by supporting local organizations that align with his personal values and beliefs through donations, event support, gifts of services and partnerships. They include: Children’s Home of Poughkeepsie, Meals on Wheels of Hyde Park, Counseling in Schools, Dancing in Classrooms, Alex’s Lemonade Stand, Anderson Center for Autism, Greystone Programs, Boy Scouts of Hudson Valley, ERVK (Eleanor Roosevelt Val Kill Center), Komen, Mike’s of Hope, Leadership Dutchess, and more.


  • 11:30 am – 12:30 pm  Networking lunch & registration
  • 12:30 – 12:40  Welcome remarks
  • 12:45 – 1:15 pm Keynote speaker – Glenn Fodor, Head of First Data Insights offers a midyear report on commerce and payments
  • 1:15 – 2:00 pm Panel discussion: Managing, monitoring and rebuilding brand trust with data-driven decision-making
  • 2:00– 2:30 pm  Keynote speaker – Michael Terpin on the “State of the Blockchain Address”
  • 2:30 – 3:15 pm  Panel discussion: Women in the financial services C-suite
  • 3:15 – 3:30 pm Closing remarks


  • Private & Public Company C-Suite executives (CCOs, CMOs, CFOs, CEOs, General Counsels, Financial Advisors)
  • Institutional Investors
  • Sell-side Investors
  • Entrepreneurs



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