Schedule

2018 LEND360 agenda

The focus on the LEND360 agenda is to bring together industry thought-leaders to discuss the topics that are most pressing to the fintech community. Don’t miss out on your opportunity to shape the future of the online lending industry by participating in our LEND360 content sessions:

Day oneDay twoDay three

Monday, October 8

2:00 PM – 3:00 PM

Innovation Hall

Grand Opening of the Innovation Hall/Afternoon Meet and Greet

3:00 PM – 3:45 PM

General Session

Opening General Session

3:00 PM – 3:05 PM

General Session

Welcome to LEND360 Chicago

Matt Kaitz, LEND360, Julia Kanouse/Other ITA Representative

As Chicago’s fintech scene continues to grow and thrive, we are excited to have the industry’s brightest stars and most innovative ideas converge here at LEND360. Welcome to Chicago!

3:05 PM – 3:35 PM

General Session

Fintech Perceptions: Building Trust in Online Lending

Claude Lawrence, Mintel, Katie Spring, Edelman

As the common saying goes, “perception is reality” and fintech is certainly no exception to that adage. Join our panelist as we dive into the data on how our customers view our industry, identify the 3 biggest factors affecting trust in online lending and how the fintech community can incorporate these practices into their business to continue to build trust with our end users.

3:35 PM – 3:55 PM

General Session

Building the Case for Financial Health

Jennifer Tescher, CFSi

Whether they realize it or not, banks and fintechs are in the financial health business. As companies continue to identify their role in helping their customers develop strong, long-term financial wellness, what are the key factors impacting financial health? Join CFSi President and CEO, Jennifer Tescher, as we explore how individual companies and the online lending industry can better understand our customers’ financial behaviors to help develop an industry framework for financial health.

4:05 PM – 4:50 PM

Forum Sessions

Issues in the Courts: Industry Legal Cases the Fintech Ecosystem is Following

Rick Eckman, Pepper Hamilton, Scott Pearson, Ballard Spahr, Brian Knight, Mercatus Center at GMU

There has been a lot of action the state level when it comes to litigation and at the federal level pretaining to guidance from governing agencies, but what does it all mean for fintech? Join our panelist as they discuss the court cases and agency policies that online lenders should be tracking and what they could potentially mean for your business.

4:05 PM – 4:50 PM

Forum Sessions

Serving the Everyday Consumer: Products and Services for the Underbanked

Jay Abbasi, Plain Green, John Kaltenbach, MicroBilt, Senthil Ramanath, DM Analytics

According to new survey data, 57% of American consumers don’t have enough cash to cover an unexpected $500 expense, traditional financial institutions has struggled to meet these needs do in part to the compounded fact that 43% of Americans have credit scores lower than 700. As a result, the demand for access to credit from these consumers has created a need to meet the demands of the underbanked community. Join our panelist as they explore the products and services that fintech providers are deploying to meet the needs created by hardworking Americans looking for funding.

4:05 PM – 4:50 PM

Forum Sessions

Small Business Lenders’ Call To Action: Coming Together for Conformed Best Practices

Kate Fisher, Hudson Cook, Mark Dabertin, Pepper Hamilton

With regulators knocking on the door, building trust with our small business customers through transparency of terms, sound underwriting judgement and a unifed set of best practices can help your business ahead of the curve. Join our panelists as they lead the call to action for best practices for small business finance and how the industry can come together to improve underwriting, compliance and the customer experiece to ensure small business lenders are in the best light for not only our customers, but also regulators and investors.

4:05 PM – 4:50 PM

Forum Sessions

Protecting Your Brand: Developing a Strategy for Fraud Prevention and Data Security

John Dancu, Idology

For today’s fintech ecosystem, fraud and data security are a particularly painful form of risk that is damaging to both company bottom lines and their all-important reputations. Traditional approaches to controlling fraud and data security risk can be expensive, friction-heavy, and due to their heavily manual nature, scale poorly. As companies continue to observe unprecedented growth, how can the industry scale business without scaling risk? Join our panelist as they discuss the inherent challenges facing companies looking to scale their business without scaling risk, and how leveraging a combination of industry best practices and innovative technologies has allowed them to tackle the issue head-on.

4:05 PM – 4:50 PM

General Session

The Art of Making Your Pitch: The Do’s and Don’t from the Investor Perspective

Moderator: Larry Chiavaro, First Associates, Justin McEvily, Macquarie, Fred Wang, Hudson Cove, Ray Chan, Atalaya

Developing your pitch to investors can be a difficult task, especially when millions of dollars of capital for your business is at stake. Join our panel of investors that are providing capital to the fintech community for their insights on what investors are looking for, the rules of the road for a successful pitch and case studies of previous deals in online lending.

4:05 PM – 4:50 PM

Spotlight Stage

Spotlight Stage

4:05 PM – 4:50 PM

Spotlight Stage

Spotlight Stage

4:05 PM – 4:50 PM

Spotlight Stage

Spotlight Stage

5:00 PM – 6:30 PM

Innovation Hall

Evening Reception #1

Tuesday, October 9

8:00 AM – 8:50 AM

Innovation Hall

Breakfast on the Innovation Floor #1

8:00 AM – 8:50 AM

Spotlight Stage

Spotlight Stage

8:00 AM – 8:50 AM

Spotlight Stage

Spotlight Stage

8:00 AM – 8:50 AM

Spotlight Stage

Spotlight Stage

8:00 AM – 8:50 AM

Forum Sessions

First Associates Sponsored Breakfast

8:00 AM – 8:50 AM

Forum Sessions

Sponsored Breakfasts

8:00 AM – 8:50 AM

Forum Sessions

Sponsored Breakfasts

8:00 AM – 8:50 AM

Forum Sessions

Sponsored Breakfasts

9:00 AM – 9:30 AM

General Session

Building Trust Through the Customer Experience in Small Business Lending

Brock Blake, Lendio

9:45 AM – 10:30 AM

Forum Sessions

The Future of a National Charter for Fintech

There has been much debate on whether it is appropriate for a special purpose national bank charter for fintech companies and what it would mean for the national banking system. With many tech companies and startups eager to provide financial products to consumers and small businesses, should this issue be governed by the states or should there be a regulatory framework for nonbanks to pursue a bank charter? Join our panelist as we dive into this important industry issue and discuss what a national standard for a fintech bank charter would mean for the online lending ecosystem.

9:45 AM – 10:30 AM

Forum Sessions

The Disruptors Becoming the Disrupted: Industry Trends and the Future of Fintech Consumer Finance

The fintech consumer finance space is rapidly changing and evolving as relatively unknown distrupters to traditional financial institutions year ago have now become mainstream. Join our panelists as we explore what the current consumer fintech industry landscape, the impact of technology and innovation on the space and what the future of the industry will look like. We will explore who the major players are in the industry and what strategies they are executing to succeed.

9:45 AM – 10:30 AM

Forum Sessions

Challenges and Strategies for Acquiring Your Small Business Customers

Jim Granite, Lendio

Attracting small business borrows can prove to be a much more difficult challenge than that on the consumer side. Join our panelists as they share their latest marketing strategy secrets for customer acquisition for fintech small business lenders. Our experts will discuss what they are you doing differently, how they are using alternative data in acquisition strategies and what costs are associated with acquisition.

9:45 AM – 10:30 AM

Forum Sessions

Automation, Artificial Intelligence and Machine Learning Trends Fintechs Can Utilize

Ohad Samet, TrueAccord, David Johnson, First Associates, Dr. Pat Nanda, MicroBilt

9:45 AM – 10:30 AM

General Session

Investor Ping-Points and Perspectives for Fintech Consumer Lending

Moderator: Sasha Grutman, MiddleMarch Partners, Tom Welch, Victory Park Capital, Chris Sugden, Edison Partners

Hear the perspectives from the industry funders as they discuss their views of what is happening in the nonbank consumer finance market. Join our panelist as they explore the trending new products and services in consumer lending, the regulatory issues investors are tracking, potential emerging markets and how business and capital plans impact investing in consumer lending.

10:45 AM – 11:15 AM

Spotlight Stage

Spotlight Stage

10:45 AM – 11:15 AM

Spotlight Stage

Spotlight Stage

10:45 AM – 11:15 AM

Spotlight Stage

Spotlight Stage

10:45 AM – 11:15 AM

Innovation Hall

Break on the Innovation Floor #1

11:30 AM – 12:15 PM

Forum Sessions

State Licensing, Regulatory Sandboxes and Working With Government: A Discussion with State Regulators

It is no secret that online lenders are facing mulitple challenges when attempting to get in licensed individual states, so what efforts can fintech do in the states to make sure they are staying compliant? Join our discussion with various state regulators on the issues and concepts that they see making the biggest impact on fintech ranging from state interest rate caps, to innovative regulatory sandbox concepts to the bank-fintech partnership model.

11:30 AM – 12:15 PM

Forum Sessions

Building a Successful Working Relationship: What Fintechs and Banks Can Learn from Partnering with Each Other

Greg Nowak, Pepper Hamilton, Phil Toth, Oberon Securities, Sabrina Basht, Marlette Funding

11:30 AM – 12:15 PM

Forum Sessions

Industry Trends, Diverse Products and the Future of Small Business Lending

Moderator: Stu Richards, Bredin, Parris Sanz, CAN Capital

The landscape of fintech small business finance is one of the hottest topics in industry. Join our industry experts as we explore what current trends and innovations in small business finance are having the biggest impact on the industry. We will also discuss who the major players are in the industry, what strategies they are executing to succeed and what they believe the future of small business finance will look like.

11:30 AM – 12:15 PM

Forum Sessions

Advertising and Marketing Trends, Data Innovations and Solutions to Improve Your Credit Underwriting

11:30 AM – 12:15 PM

General Session

Investor Ping-Points and Perspectives for Fintech Small Business Lending

Edward Wu, Revere Capital, Mark Solovy, Monroe Capital

Hear the perspectives from the industry funders as they discuss their views of what is happening in the nonbank small business finance market. Join our panelist as focus on strategies small business lenders are acquiring customers, what lenders are doing to differentiate themselves from their competetors and examples of how successful deals in the space were completed.

11:30 AM – 12:15 PM

Spotlight Stage

LEND360 Startup Innovations Program

12:30 PM – 2:00 PM

Innovation Hall

Lunch on the Innovation Floor

12:30 PM – 2:00 PM

Spotlight Stage

Spotlight Stage

12:30 PM – 2:00 PM

Spotlight Stage

Spotlight Stage

12:30 PM – 2:00 PM

Spotlight Stage

Spotlight Stage

12:30 PM – 2:00 PM

Spotlight Stage

Spotlight Stage

12:30 PM – 2:00 PM

Spotlight Stage

Spotlight Stage

12:30 PM – 2:00 PM

Spotlight Stage

Spotlight Stage

2:15 PM – 3:00 PM

General Session

General Session

2:15 PM – 2:35 PM

General Session

The Growing Fintech Ecosystem: Size of the Non-Bank Market

John Hecht, Jefferies

2:35 PM – 3:00 PM

General Session

Kabbage Keynote/Fireside Chat: Topic TBD

Kathryn Petralia, Rob Frohwein

3:15 PM – 3:45 PM

Innovation Hall

Break on the Innovation Floor #2

4:00 PM – 4:45 PM

Forum Sessions

What’s Going on in Policy Making at the State and Federal Level

4:00 PM – 4:45 PM

Forum Sessions

Meeting Unique Consumer Access to Credit Needs

Cameron Stevens, Prodigy Finance, Ryan Brennan, Neat Capital

4:00 PM – 4:45 PM

Forum Sessions

Regulatory Challenges and Opportunities for Small Business Lenders

Tim Wieher, CAN Capital

4:00 PM – 4:45 PM

Forum Sessions

Innovative Fintech Payment Trends and Solutions

James Celli, LoanPayment Pro, Shawn Princell, Cash Flow Solutions

4:00 PM – 4:45 PM

General Session

The Changing Landscape of the Customer Experience: The Digital Transformation of Lending

Misha Esipov, Nova Credit, Justin Steffen, Jenner & Block LLP

4:00 PM – 4:45 PM

Spotlight Stage

Spotlight Stage

4:00 PM – 4:45 PM

Spotlight Stage

Spotlight Stage

4:00 PM – 4:45 PM

Spotlight Stage

Spotlight Stage

5:00 PM – 6:30 PM

Innovation Hall

Evening Reception #2

Wednesday, October 10

8:00 AM – 8:50 AM

Innovation Hall

Breakfast on the Innovation Floor #2

8:00 AM – 8:50 AM

Forum Sessions

Sponsored Breakfasts

8:00 AM – 8:50 AM

Forum Sessions

Sponsored Breakfasts

8:00 AM – 8:50 AM

Forum Sessions

Sponsored Breakfasts

8:00 AM – 8:50 AM

Forum Sessions

Sponsored Breakfasts

8:00 AM – 8:50 AM

Spotlight Stage

Spotlight Stage

8:00 AM – 8:50 AM

Spotlight Stage

Spotlight Stage

8:00 AM – 8:50 AM

Spotlight Stage

Spotlight Stage

9:00 AM – 9:45 AM

Forum Sessions

How to Participate in Public Policy and the Importance of Industry Trade Groups in Washington

Steve Denis, SBFA, Dan Gans, CFC

9:00 AM – 9:45 AM

Forum Sessions

Impactful Customer Acquistion Strategies for Online Consumer Lenders

Moderator: Jeff White, The Wheelhouse Group, Mike Failor, Enova, Lingyu Gu, IceKredit, Donald Ung, LeadsMarket.com

Consumer lenders are always looking for new and innovative ways to attract more business. Join our panelists as they share their latest marketing strategy secrets for customer acquisition for fintech consumer lenders. Our experts will discuss what they are you doing differently, how they are using alternative data in acquisition strategies and what costs are associated with acquisition.

9:00 AM – 9:45 AM

Forum Sessions

Business Topic TBD

9:00 AM – 9:45 AM

Forum Sessions

Debt Buying and Collection Strategies for Optimizing Returns on Defaults

Chris Asbrock, Debt Management Partners

9:00 AM – 9:45 AM

General Session

Topic TBD

9:00 AM – 9:45 AM

Spotlight Stage

Spotlight Stage

9:00 AM – 9:45 AM

Spotlight Stage

Spotlight Stage

9:00 AM – 9:45 AM

Spotlight Stage

Spotlight Stage

10:00 AM – 10:30 AM

General Session

General Session/Keynote #4

10:30 AM

General Session

Closing Remarks