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Where
Omni Hotel, Uptown Charlotte
When
May 13-15, 2025

Fast  track to
financial innovation

may 13-15
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Why attend

Join us at Finzly’s 4th annual user conference, where speed and agility take center stage - just like the high-energy NASCAR Charlotte race. This year, we're excited to have Jim Marous as our keynote speaker, sharing his wisdom on proven, tried-and-tested strategies that drive success in the banking industry. Past speakers like Brett King have set the bar for insightful discussions, and this year will continue that tradition with real-world expertise and actionable takeaways.

The event offers valuable networking opportunities, allowing you to connect with peers, share experiences, and build meaningful relationships. With a blend of entertainment, fine dining, and a professional atmosphere, this is the perfect setting to accelerate innovation and drive progress.

Ready to speed into the future of finance?
Let’s go!
Register now

Event
Schedule

Christine Martin
Christine Martin
Head of Treasury Management, EverBank
James Dillard
James Dillard
SVP, Texas Capital Bank
Yasmin Ulrich
Yasmin Ulrich
Synovus
Dixiana Berrios
Dixiana Berrios
COO, Metropolitan Commercial Bank
Jessica Fox
Jessica Fox
SVP of Operations and Payments, Live Oak Bank
Suhaas Reddy
Suhaas Reddy
SVP Products, Pathward
Steve Douglass
Steve Douglass
VP, Sales and Business Development, The Clearing House
Daniel Devine
Daniel Devine
SVP - Payment Strategy, Customers Bank
Tara Edmonds
Tara Edmonds
SVP, Enterprise Payments, SouthState Bank
Marcos Cameron
Marcos Cameron
Global SPOC, SWIFT
Jeffrey Beisler-Snell
Jeffrey Beisler-Snell
Head of International Banking, Synovus
Jim Hunt
Jim Hunt
VP of Payments Strategy, 1st Source Bank
Erik Van Bramer
Erik Van Bramer
SVP, Federal Reserve Bank of Chicago
Gene Neyer
Gene Neyer
Executive Advisor, Finzly
Booshan Rengachari
Booshan Rengachari
CEO, Finzly
Jim Marous
Jim Marous
Banking Influencer
Dean Nolan
Dean Nolan
VP of Product Marketing, Finzly
Steve Ledford
Steve Ledford
Executive Advisor, Finzly
Patrick Szewczyk
Patrick Szewczyk
Chief Product Officer, Finzly
Day 1
Day 2
Day 3
Day 1
tuesday, May 13th
7:00 PM – 9:00 PM
Welcome Networking Reception at Nuvole Rooftop
Kick off finzpire with an evening of connections, cocktails, and conversations. Meet fellow attendees, Finzlers, and industry leaders in a relaxed, vibrant setting. Meet us at Nuvole Rooftop TwentyTwo 220 E. Trade Street Charlotte, NC 28202. Drinks and hors d’oeuvres will be served.
Day 2
wednesday, May 14th
6:00 PM – 9:00 PM
Charlotte Motor Speedway Event
Experience the thrill of the track with high-speed pace car rides, then unwind and celebrate the day with food, drinks and entertainment.
3:15 PM – 4:45 PM
User Sessions
Interactive, hands-on sessions tailored to your needs. Dive deeper into Finzly's solutions and share best practices with peers.
2:45 PM – 3:15 PM
Finzly Product Roadmap
Get an exclusive look at Finzly’s future innovations and how they align with your institution’s goals.
2:30 PM – 2:45 PM
Networking Break
2:00 PM – 2:30 PM
The Rise of Smart Treasury
Explore how Al, ISO 20022, automation, and real-time solutions are reshaping treasury management.
1:30 PM – 2:00 PM
Her-itage of Change: Celebrating Women in Treasury & Payments
A showcase honoring women leaders and executers driving innovation in Treasury and Payments
1:15 PM – 1:30 PM
Banking Jeopardy
A high-energy, trivia-style game where banking executives compete by answering questions across different categories related to banking.
12:15 PM – 1:15 PM
Lunch
11:30 AM – 12:15 PM
Success Stories: Real-World Transformations
Dive into bite-sized transformation stories that reveal what your peers are actually doing and which strategies are making a real impact.
11:15 AM – 11:30 AM
Networking Break
10:30 AM – 11:15 AM
Real-Time Payments: Risks, Readiness & Response
Hear directly from the Fed and a leading fraud detection provider as they discuss what practical steps FIs need to take to prepare for the next phase of real-time payments and ways to combat instant payment fraud.
9:30 AM – 10:30 AM
Keynote Address by Jim Marous
9:00 AM – 9:30 AM
Welcome Speech
A warm welcome and an overview of what to expect at finzpire 2025.
8:00 AM – 9:00 AM
Registration and Breakfast
Fuel up for a day of learning and collaboration.
Day 3
Thursday, May 15th
8:00 AM – 9:00 AM
Breakfast
9:00 AM – 9:30 AM
Executive Fireside Chat
A candid discussion on thriving in a non-traditional banking landscape through partnerships and adaptability.
9:30 AM – 10:00 AM
Banking in 2030: Dynamic, Digital, Data-Driven, and Democratized
Explore how the bank of 2030 will meet evolving customer expectations and redefine the financial ecosystem.
10:00 AM – 10:30 AM
The Use of Al in Financial Services: Ethics, Compliance, and Beyond
Delve into the ethical and compliance challenges of Al integration and strategies to maintain trust and innovation.
10:30 AM – 10:45 AM
Networking Break
10:45 AM – 11:00 AM
Finzpiring Awards Ceremony
Celebrate excellence in the industry.
11:00 AM – 11:30 AM
The Road to Payments Profitability
Learn how leading institutions are driving profitability through innovative payment strategies.
11:30 AM – 1:30 PM
User Sessions & Working Lunch

Conference speakers

Finzpire 2025 will feature industry leaders, banking executives, and fintech innovators sharing insights on AI, instant payments, fraud prevention, and banking ecosystems. Stay tuned for the full speaker lineup.

Jim Marous
Banking Influencer
Booshan Rengachari
CEO, Finzly
Patrick Szewczyk
Chief Product Officer, Finzly
Steve Ledford
Executive Advisor, Finzly
Gene Neyer
Executive Advisor, Finzly
Dean Nolan
VP of Product Marketing, Finzly
Erik Van Bramer
SVP, Federal Reserve Bank of Chicago
Jim Hunt
VP of Payments Strategy, 1st Source Bank
Jeffrey Beisler-Snell
Head of International Banking, Synovus
Marcos Cameron
Global SPOC, SWIFT
Tara Edmonds
SVP, Enterprise Payments, SouthState Bank
Daniel Devine
SVP - Payment Strategy, Customers Bank
location image

Venue

Omni Hotel, Uptown Charlotte

132 E Trade St., Charlotte, NC 28202
Explore the Omni Charlotte Hotel's prime location in Uptown Charlotte, North Carolina, with attractions just steps away.

Book a room in our Finzly room block at a discounted rate here.
Book now

2025 sponsors

For more information on sponsorships please contact Emily at
emily.littlejohn@finzly.com

FAQ

Popular questions

What are the ticket options and pricing?
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We are waiving the attendance fee for participants from financial institutions. For all other companies, the cost to attend is $499 per ticket. There is an early bird discount ($399) until March 28th. Ticket includes all conference activity participation, food and beverages at the conference. Ticket does not include travel or hotel accommodation.
Will there be networking opportunities?
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Yes -the event kicks off on Tuesday May 13th with a networking reception at Nuvole Rooftop from 7-9pm. Food and beverages will be served. Following the second day of the conference, we are hosting a private event at Charlotte Motor Speedway. Transportation will be provided to and from. Throughout the conference there will be networking breaks and chances to connect.
Is there a discounted room block?
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Yes, we have a discounted room block with the Omni. Book by April 30th using this link: finzpire 2025 | Omni Charlotte Hotel | Omni Hotels & Resorts
Make reservation
Is there parking at the Omni?
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Yes, the Omni offers Valet services as well as three recommended self-parking garages nearby. See attached map.
Bus Event Parking Map
Where is the welcome networking reception?
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Nuvole Rooftop TwentyTwo, 220 E. Trade Street Charlotte, NC 28202 (around the corner from the Omni). Please check in at the front desk so the attendant can scan you in to Nuvole on the 22nd floor.
Parking Instructions Finzly Event
Organized by
finzly
Where
Omni Uptown Charlotte, NC
When
May 13-15, 2025

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Banker rate:
Free
Non-banker early bird rate:
$399
Non-banker rate:
$499

We are waiving the attendance fee for participants from financial institutions. For all other companies, the cost to attend is $499 per ticket. There is an early bird discount ($399) until March 28th. Ticket includes all conference activities, materials, meals, and beverages at the conference site. Ticket does not include travel or hotel accommodation.

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