Tuesday, July 11, 2017


4:00 p.m. - 4:40 p.m.

Citizens & SigFig: Under the Hood

Lee Conrad Peter Fishman Mike Sha

Lee Conrad
Editor in Chief, Bank Investment Consultant

Peter Fishman
Director of Digital Investing, Citizens Bank

Mike Sha
CEO, SigFig

Track Sponsored by:


4:45 p.m. - 5:25 p.m.

The Evolution of Betterment

Jon Stein Michael Wursthorn

Jon Stein
CEO and Founder, Betterment

Michael Wursthorn
Reporter, The Wall Street Journal

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Wednesday, July 12, 2017


1:30 p.m. - 2:10 p.m.

Innovations in Retirement

Suleman Din Yvette Butler Matt Fellowes Christian Maynard Philipp Aaron Schumm

Suleman Din
Managing Editor, Financial Planning

Yvette Butler
President, Capital One Investing

Matt Fellowes
Founder and CEO, United Income

Christian Maynard Philipp
CCO, Vault

Aaron Schumm
CEO, Vestwell

Track Sponsored by:


2:15 p.m. - 2:55 p.m.

Strategy Roundtables

Matt Faraone Toby Henry Peter Keuls Jason Mars Ian McKenna Paresh Mutha April Rudin Barnabas Szilagyi

Matt Faraone
Managing Principal, Capco

Toby Henry
Managing Principal, Capco

Peter Keuls
Partner, Aon Consulting

Jason Mars
CEO, Clinc Inc.

Ian McKenna
Director, Finance & Technology Research Centre

Paresh Mutha
Head of Digital Product Development and Customer Experience, Wells Fargo Advisors Direct and Full Service Business

April Rudin
Founder and President, The Rudin Group

Barnabas Szilagyi
Director, Capco

Track Sponsored by:


3:00 p.m. - 3:45 p.m.

The Obligatory Millennial Panel

Whitney Stewart Jon Cooper Adam Dell Marc Teren Vicki Zhou

Whitney Stewart
SVP, Product Management, Fiserv ePayments

Jon Cooper
CEO, Life.io

Adam Dell
Founder and CEO, Clarity Money

Marc Teren
Founder and CEO, Divy

Vicki Zhou
Co-founder, WiseBanyan

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