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Fintech Intel

Technology For Tomorrow's Financial Institutions

Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence 

In collaboration with: The Financial Revolutionist

Join us this winter at New York City's historic Carnegie Hall for a day of fintech discussion, insight and networking. 

It's trite, but true - the future is now.  The technology to fundamentally change financial institution business models and industry structures is here today.  How and when change comes is a topic of ongoing interest.  Our friends at The Financial Revolutionist believe we're in the midst the most important financial revolution in nearly 400 years.  We wonder if it's just the appearance of disruptive change as the industry proceeds through the fits and starts of good old technological change.

We don't have all the answers, but we do have is the ability to gather the kind of collective wisdom that will help you see the future more clearly.  We'll convene thought leaders from the FIG and fintech communities to digest the ever changing impact of technological innovation on financial institutions as we head into 2018.  We'll create the atmosphere you've come to expect from S&P Global events - a collegial gathering of industry leaders, with an emphasis on thoughtful, meaningful conversation.

Key themes and technologies we'll visit include:

  • Trends in payments solutions
  • The future of robo advice
  • Distributed ledger technology - all it's hyped to be?
  • Regulation and fintech - a look at 2018
  • Artificial Intelligence - ready to make an impact?
  • Regtechs - can compliance be cool?
  • and stay tuned for more.

To inquire about speaking: please contact Glenn Miller at (434) 817-5611 or

For sponsorship inquiries, contact Brian Hodges at (434) 951-7628 or



Jo Ann S. Barefoot
Barefoot Innovation Group
Caitlin Long
Chairman and President
Gregg Schoenberg
The Financial Revolutionist
Eric Turner
S&P Global Market Intelligence
Fintech Research Analyst

Fintech Intel Agenda

WEDNESDAY, December 13th
7:30 am
8:15 am
Morning sessions and networking
12:15 pm
1:00 pm
Afternoon sessions and networking
4:30 pm
Networking reception
6:00 pm
Program concludes

Ticket Info

Early-bird Price:
$895(Expires Friday 20th Oct.)

Corporates Price: $1,195

Service Providers Price: $1,995


Event location

Carnegie Hall
881 Seventh Avenue (entrance on the corner of 56th Street)
New York, NY

Pricing Info:

Corporates (employees of commercial banks, specialty lenders, insurance, investment management, and fintech companies): $1,195
Service Providers (investment bankers, lawyers, accountants, consultants and other vendors): $1,995

For sponsorship inquiries, contact Brian Hodges at (434) 951-7628 or


This content-rich, executive conference feature keynotes from industry experts, executive panel discussions, and ample networking opportunities for attendees. Position your company as a market leader by becoming a corporate sponsor of this event. Click here to request more information or contact Brian Hodges at (434) 951-7628 or

We are working on a sponsorship guide for Fintech Intel.  Please check back here soon!


Wireless access will be available during the program and presentations will be available online to all attendees. Please bring your iPad/tablet/laptop should you like to access these materials during the program.

Who attends?

  • Commercial bank, insurance carrier, asset management C-suite and senior executives with a focus on technology and innovation
  • Fintech founders and senior executives
  • Financial Institution corporate development / strategy executives
  • Financial institution technology executives
  • Fintech investors
  • Fintech focused investment bankers, consultants and legal advisors

What is the dress code?
Formal business attire.

What meals are included?
Your registration fee includes continental breakfast and lunch for both days of the program. Also included is the welcome reception the evening prior to the start of the program, plus the cocktail reception on the evening of Day One.

Does this program have a 'Satisfaction Guarantee'?
Yes, it's straight and simple. We firmly believe in the content value of this program, and we will refund your registration fee in full if,

  1. You rate this program a 1 or 2 (on a five point scale) on the evaluation form distributed at the conclusion of the program,
  2. You provide specifics on the evaluation form as to the cause of your dissatisfaction, and
  3. You agree to talk with us if we call to discuss how we can improve the program going forward.

What are the terms of registration?
Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time. In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.

Continuing Education Credits

7 Hours of Continuing Education Credit
As a participant in the CFA Institute Approved-Provider Program, The Knowledge Center has determined that this program qualifies for 7 credit hour(s). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
8 Hours of CPE Credit
Participants who complete this program qualify for 8 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-based internet. Knowledge Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: