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Transfer 2023

Navigating the New Era of Payments

Transfer brought together some of the biggest names in fintech to discuss the future of payments - from FedNow and RTP to embedded finance and the cutting edge of banking. Check back soon for links to each session.

Software is transforming payments.

Hear from leaders across the economy as they discuss the future of payments and real-time finance, the changing banking landscape, and how to build resilience into your business when it matters most.

Transfer is your chance to join the conversation and network with builders and innovators in person or virtually as we navigate the new era of payments.

Venue

The Midway

Join us from 10 AM – 6 PM PT on June 1st at The Midway, located in San Francisco’s Bayview neighborhood. In-person seats are limited – request yours below.

Speakers

Ben Gilbert

Co-Host of Acquired Podcast

David Rosenthal

Co-Host of Acquired Podcast

Brad Gerstner

Founder & CEO of Altimeter

Connie Theien

SVP, Payments Industry Relations, The Federal Reserve System

Dimitri Dadiomov

Co-Founder & CEO at Modern Treasury

Erin McCune

Expert Partner at Bain & Company

Eduardo Vergara

Head of Sales at Goldman Sachs TxB

Ayo Omojola

Chief Product Officer at Carbon Health

Sam Aarons

Co-Founder & CTO at Modern Treasury

Geoff Lewis

VP of Product Management at Procore

Jess Conroy

Founder & CEO at ROH

Alek Koenig

Founder & CEO at Settle

Matt Marcus

Co-Founder & CPO at Modern Treasury

Michael Sindicich

EVP, GM at Navan

Derek Shockey

Engineering Manager, Cash App

Nadia Asoyan

Chief Financial Officer at Strike

Drew Edmond

Associate Partner at Glenbrook Partners

Stewart Ellis

Chief Financial Officer at Hippo Insurance

Andrew Harrison

Head of US Digital Partnerships at BMO Harris Bank

Brody Mulderig

Head of Web3 Business Development at J.P. Morgan

Keith Vander Leest

Head of Payments, Cross River

Nick Farrow

Head of Bank Partnerships at Modern Treasury

Agenda
10:00 am

Welcome Reception

(In-person only) Join us for registration, networking, and brunch at the Midway.

11:00 am

Welcome to the New Era of Payments

Software is transforming payments. Changing consumer expectations, faster rails, and software-powered business models are driving this shift. As a result, leading companies are turning to the Operating System for Money Movement to help them improve efficiency and unlock new revenue with faster payments, full data visibility, and seamless bank integrations.

Dimitri Dadiomov, Co-Founder & CEO at Modern Treasury

Matt Marcus, Co-Founder & CPO at Modern Treasury

11:45 am

Countdown to FedNow

With FedNow launching in July, the financial world is preparing for the first new US bank rail in 40 years. FedNow will shift how money moves with positive implications for companies, banks, and consumers. This conversation will focus on how banks and companies can prepare and why consumers stand to benefit.

Sam Aarons, Co-Founder & CTO at Modern Treasury

Connie Theien, SVP, Federal Reserve System

12:30 pm

Lessons from the Trenches

Scaling payments is hard—especially given complex infrastructure, thorny engineering issues, human error, and legacy systems. Hear from leaders who discovered ways to overcome challenges and operate payments at scale, unlocking their company’s true potential.

Erin McCune, Expert Partner at Bain & Company
Nadia Asoyan, CFO at Strike
Stewart Ellis, CFO at Hippo Insurance

1:00 pm

A Masterclass in Embedded Payments

Investing in your payments infrastructure can unlock new revenue streams. Hear from executives from Procore, Goldman Sachs Transaction Banking, and Glenbrook on the story of how they built Procore’s embedded payments product: Procore Pay.

Drew Edmond, Associate Partner at Glenbrook Partners

Geoff Lewis, VP of Product at Procore

Eduardo Vergara, Head of Sales at Goldman Sachs TxB

1:30 pm

Unlocking Innovation and Customer Delight with Modern Treasury

Software and payments integrations unlock the potential for new, compelling products and improved customer experiences. In this panel, executives will discuss how payments have moved from a back-office function to a strategic growth lever. Speakers will share highlights, challenges, and learnings from integrating payment networks into modern software experiences.

Ayo Omojola, Chief Product Officer at Carbon Health
Jess Conroy, Founder & CEO at ROH
Alek Koenig, Founder & CEO at Settle
Derek Shockey, Engineering Manager at Cash App
Michael Sindicich, EVP, GM at Navan

2:30 pm

How Banks Drive Growth in the New Payments Ecosystem

As we enter a new era of payments, we're also entering a new era for banking. In this panel, executives from US financial institutions will discuss the future of banking. Exploring the role of banking as payments evolve, with a focus on bank initiatives designed for companies with high-volume software payments.

Nick Farrow, Head of Bank Partnerships at Modern Treasury
Andrew Harrison, Head of US Digital Partnerships at BMO Harris Bank
Brody Mulderig, Head of Web3 Business Development at J.P. Morgan
Keith Vander Leest, Head of Payments at Cross River

3:00 pm

Closing Session

Join special guests from one of Modern Treasury’s favorite podcasts, Acquired—Ben Gilbert and David Rosenthal—in conversation with Altimeter founder and CEO Brad Gerstner. From AI to the future of banking and tech, this conversation will explore innovations shaping our new era and how companies can keep pace with change.

Brad Gerstner, Founder & CEO at Altimeter
Ben Gilbert, Co-Host of Acquired Podcast
David Rosenthal, Co-Host of Acquired Podcast

4:00 - 6:00 pm

Closing Reception

(In-person only) Stay after the sessions for networking, cocktails, and local bites.

Questions about Transfer? Reach out to our team.

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