Americas Lending Day

Registrations and breakfast buffet

Opening remarks: Welcome address

• Andrew Bateman, EVP, Lending – Finastra

Opening keynote: Technology as an enabler of business and operating model transformation in Corporate banking

Dive into the exciting advancements in the digital transformation journey. Be inspired and gain insights on how to navigate and thrive in the evolving digital landscape.

• Peter Hazou, Director, Business Development, Financial Services – Microsoft

Lending keynote: Financing the future: the state of corporate lending

In this State of the Nation address led by Sean Griffin, CEO and Executive Director of LSTA, gain valuable perspectives and stay ahead of the curve in the ever-evolving corporate lending world.

• Sean Griffin, CEO and Executive Director – LSTA

Panel: Lending talks: breaking down the state of corporate lending

Immediately following the lending keynote, our panel of lending experts will delve into the key takeaways and discuss how these insights will shape the future of corporate lending.

• Moderator: Kristen Lista, Principal Product Manager – Finastra
• Jim Long, Managing Director, CTO Structured Finance Technology – JP Morgan Chase, Commercial and Investment Bank
• John Colombini, Executive Director of Business Development – S&P Global Market Intelligence
• Paul Marchetti, Senior Principal Product Manager – Finastra

Coffee break

Trade keynote: Trading up: looking into the state of trade

Join Daniel Pinho, VP of Trade at BAFT, for an insightful State of the Nation address. Discover valuable insights and explore how technology is advancing the trade world. Take advantage of the opportunity to tap into Daniel's expertise during the concluding Q&A session.

• Daniel Pinho, VP of Trade - BAFT

Panel: Trade talks: reflecting on the state of trade

At the conclusion of the trade keynote, join our panel of trade experts as they discuss the main takeaways and explore how the future of trade is evolving.

• Moderator: Michael Walker, Sales & Strategic Regional Partner Executive – Finastra
• Juanjo Ruiz, Principal Product Manager, Connected Trade – IBM
• Jonathan Heuser, Head of Trade & Supply Chain Finance – Citizens
• Caryn Pace-Messenger, Managing Director, Global Trade & Supply Chain Finance, Bank of America

Lunch break

Lending Breakout 1: Commercial lending for tomorrow, today

Explore the future of commercial lending with Loan IQ Nexus and Simplified Servicing. Learn how these innovative tools can transform your operations, streamline processes, enhance customer satisfaction, and ultimately drive growth in your lending business.

• Kristen Lista, Finastra
• Paul Marchetti, Finastra
• Bradley Edwards, Finastra
• Sally Bixby, Finastra

Trade Breakout: Transforming trade

Modernization is crucial in today's trade world. Join us to explore how Trade Innovation is adapting to the industry including our journey to microservices, and new offerings for Supply Chain Finance, and Assist.AI. Learn how these tools can transform your trade operations.

• Anastasia McAlpine, Finastra
• Steve Moe, Finastra
• Bryan Watson, Finastra

Change rooms

Lending Breakout 2: Maximizing your usage of Loan IQ

Discover how to enhance ROI with Loan IQ as we showcase how Finastra solutions like Academy.AI, automation of application management practices, and operational reviews can support your business to boost efficiency, reduce risk, and drive new business growth.

• Paul Marchetti, Finastra
• Julian Lee, Finastra
• Derek Woolley, Finastra
• Ken Cresser, Finastra

Channels Breakout: Digital engagement 2.0

Explore the future of digital engagement with Finastra’s Loan Portal and Trade Portal. Discover how these tools, enhanced by GenAI technology, are revolutionizing customer experiences, streamlining processes and elevating digital interactions.

• Veena Rao, Finastra
• Steven Silvers, Finastra
• Bryan Watson, Finastra

Coffee break

Finastra Leadership panel, closing statements and Q&A

As the day’s sessions wrap up, join Finastra’s leadership team as they share their closing remarks. Additionally, our team will open the floor for an engaging Q&A session, allowing direct interaction with our attendees.

• Andrew Bateman, EVP, Lending – Finastra
• Veena Rao, Head of Corporate Lending – Finastra
• Lekshmi Nair, CRO, Corporate Lending – Finastra

Cocktail reception