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Finastra Forum
Americas Enterprise
Live Stream Event

Streaming live from Austin, Texas.


Your World. Open.
Tuesday, January 25, 2022

10:30am ET | 9:30am CT | 7:30am PT

Welcome to Finastra Forum Live Stream, a virtual event that brings together a community of innovators and builders to discuss the latest trends like Banking as a Service, Cloudification, and Environmental Social Governance (ESG) for larger financial organizations in the Americas region.

Finastra Forum - Americas
Finastra event

Join the Finastra Forum Live Stream.
Bring the future of banking transformation forward.

Rapidly evolving technology and market conditions are putting pressure on financial services to take their rightful place as an industry leader in change and innovation.


Fintech trends that will impact financial providers around the globe

Be inspired

Thought-provoking sessions, keynote speakers and strategic insights


Join us in the amplification of those that dare to reimagine finance for good


Get familiar with industry innovators and peers and learn how you can join the movement

January 25, 2022

Times are in Central Time Zone (CT)

9:30 AM – 9:45 AM (CT)


  • Chris Zingo, SVP and General Manager of Americas Field Operations at Finastra
  • Margaret Franco, Chief Marketing Officer at Finastra
9:45 AM – 10:05 AM

Keynote: Accelerating Growth in the New World

As global economies and sentiment begin to edge upwards, institutions have emerged in a stronger position than analysts and economists first anticipated. But, with every crisis leading to an inevitable uptick in innovation, is the world they are reentering the same as it was, pre-pandemic? Join Simon Paris as he discusses what’s changed in financial services, and how to leverage the changes to ignite growth.

  • Simon Paris, CEO at Finastra
10:05 AM – 10:45 AM

Banking as a Service: The $7 Trillion Opportunity

Banking as a Service (BaaS) is set to rock financial services more than any other disruptive force seen this decade. BaaS providers, embedders and orchestrators debate on the importance and impact of BaaS on financial services. Who is leading the charge? What are the steps to play and win? How will you survive and thrive?

  • Eric Duffaut, President and Global Head of Customer Operations at Finastra (moderator)
  • Josh Williams, Chief Banking Officer & Head of Partnerships at Seattle Bank
  • Ritesh Agarwal, Partner at McKinsey
  • Angus Ross, SVP, CRO BaaS at Finastra
  • Jeannette Kescenovitz, Sr Director, Solution Management, BaaS & Orchestration at Finastra

10:45 AM – 11:00 AM


11:00 AM – 11:05 AM

Welcome Back

  • Margaret Franco, Chief Marketing Officer at Finastra
11:05 AM – 11:35 AM

Banking as a Service: Technology as an Enabler

Technology is the facilitator of unbundled financial services, it will open the door for financial institutions to enter the BaaS realm. Eli’s tech talk will discuss questions about tech stacks, data and partnerships to be successful. You’ll also see a demo showcasing Finastra’s new BaaS solutions.

  • Eli Rosner, EVP, Digital BaaS & Platform at Finastra
11:35 AM – 12:20 PM

A greener cloud: Aligning your ESG strategy to sustainable technologies

How can banks accelerate their sustainability journey through cloud technology to achieve their Environmental Social Governance goals? Our panel of experts will explore learnings from COP26 and the impact on the financial services sector, top ESG priorities and how to reduce a bank’s carbon footprint.

  • Margaret Franco, Chief Marketing Officer at Finastra
  • Neil Budd, VP, FMS at Finastra
  • Jay Mukhey, Senior Director, ESG at Finastra
12:20 PM – 12:35 PM

The Opportunity and Beyond & Wrap-up

  • Chris Zingo, SVP and General Manager of Americas Field Operations at Finastra


On-demand Breakout Sessions

Fintech Showcase

Bakkt, GreenPoint Global, and NICE Actimize take the stage to showcase their innovative applications built on Finastra’s open platform – see their exclusive demo to find out how their apps can enhance your solutions today.

  • Sheela Zemlin, Chief Revenue Officer at Bakkt
  • Marcus Cree, Managing Director/Co-Head of Financial Products and Services at GreenPoint Global
  • Andrew Corbett, Senior Sales Consultant at NICE Actimize

Growth-hack lending: Orchestrating end-to-end lending in 2022

We’ll explore the business challenges that need to be solved for with commercial and corporate loan origination. We’ll also address servicing and how banks can fully automate onboarding, from complex syndication to simple high volume bilateral/SME loans.

  • Joerg Klueckmann, VP of Marketing at Finastra
  • Robert Downs, Global Head of Corporate and Syndicated Lending at Finastra
  • Zubair Ahmed, VP, General Manager MEA, at VeriPark

Payments Modernization: Key Trends for 2022

We’ll highlight what core capabilities are enabling our clients to drive growth in order meet their customers’ evolving needs and illustrate the benefits of a platform-based eco-system that can help drive digital innovation in addition to discussing Internet of Things, Realtime and Blockchain.

  • Kirsten Lemke, Global Principal, Payments at Finastra

How should banks be preparing to leverage Crypto

This panel discussion will cover real-world bank use-cases for blockchain and cryptocurrencies. How should banks be preparing to leverage crypto and distributed ledgers to provide new services to retail and commercial clients, remove friction and latency from existing payments and ultimately position themselves as providers of trusted, secure, and user-friendly solutions for digital commerce ecosystems.

  • Kian Sarreshteh, Co-founder & CEO at CryptoFi
  • James Hutchison, Director, Enterprise Sales, Payments & Corporate Banking at Finastra
  • Chris Lane, Head of Business Systems at Silvergate Bank

Digital Treasury: easier said than done. Until now

In this session we will see how Finastra is leading the way on simplifying the architecture at financial institutions by bringing to life the “as a service” play. You will see how Risk as a Service, Collateral as a Service and RegReporting as a Service can uncomplicate and get you closer, faster, to having Treasury as a Service.

  • Pedro Porfirio, Global Head of Treasury, Capital Markets & Risk at Finastra

Balance sheet optimization: using innovation at the heart of your organization

Although the size and complexity varies between local and global financial institutions, the balance sheet and its performance remains at the heart of every financial institution. In this seminar, you will learn how banks can use innovative technologies and AI to optimize their balance sheets and make the best decisions for both, their customers and the bank’s bottom line.

  • Vincent Ferret, Principal Solutions Consultant at Finastra
  • Alla Gil, Founder & CEO at Straterix

Ignore liquidity at your own risk

It is now an expectation, and a reality, that commercial clients require real-time cash positions in order to manage their liquidity positions effectively. To achieve this, banks must decouple their value-added products from their monolithic core systems, redeploy to the cloud and consume as a service, in an open banking world. Realizing rapid time to value, securely, is key. We are delighted to share with you our panel of experts to discuss how you can offer your clients next generation cash management today.

  • Adnan Khan, Global Principal at Finastra
  • Jamie Florio, Senior Account Executive at Finastra
  • Tim Tyler, Global Solution Consultant Principal at Finastra

Join us at Finastra Forum 2022

Register here