The Future of Finance Webinar Series

December 12, 2024

Unlocking Open Banking: The Final Rule, Bank Pushback, and What’s Next

Description

In collaboration with Morrison Foerster

Open Banking ranks as one of the most pressing global regulatory issues of the last decade. How the financial services industry and consumers are able to engage and move their data is crucial to the future of finance and innovation. Though the U.S. Open Banking environment was largely market-driven for many years, recent moves by the Consumer Financial Protection Bureau sought to create a formal regulatory regime for Open Banking. This effort was met with a mixed reception inside and outside industry, a prompt lawsuit on the day the Bureau finalized its regulations, and the question of “where do we go from here?”. Join us for an insightful webinar that dives deep into the implications of the Final Rule in Open Banking. This session will provide a comprehensive overview of the Final Rule, its key issues, and how financial institutions are reacting. Led by Morrison Foerster, the panel will explore the challenges banks face in implementing the rule, particularly in light of recent legal disputes. Additionally, they will discuss potential future developments under the Trump Administration, shedding light on how regulatory shifts may impact Open Banking initiatives. Don't miss out on this critical discussion for professionals in the banking and fintech industries.

Sponsor

Moderator

Jeremy Mandell

Co-Chair of Financial Services Group, Morrison Foerster

Speakers

Natalie Fleming Nolen

Partner, Morrison Foerster

Derek Henderson

Chief Compliance Officer, CRA Officer, DR Bank

Matthew Janiga

Legal Counsel, Director of Regulatory and Public Affairs, Trustly

November 8, 2024

Uncharted Waters: Navigating Embedded Finance and Fintech Partner Models in an Era of Increased Regulation

Description

In collaboration with Jenner & Block

Join us for an insightful webinar exploring the evolving landscape of embedded finance (the product formerly known as Banking-as-a-Service) and fintech partnerships amid increasing regulatory scrutiny. As supervisory expectations become increasingly understood and enforcement actions become more common for partner banks, understanding compliance requirements and best practices has never been more critical for businesses in the fintech space. Industry experts will cover:

• The current regulatory environment impacting BaaS and fintech partnerships

• Key compliance challenges and considerations for fintech companies

• Best practices for establishing successful BaaS partnerships in a regulated framework

• Case studies of companies that have effectively navigated regulatory hurdles• Future trends and what to anticipate in the regulatory landscape

Don’t miss this opportunity to stay ahead of the curve!

Sponsor

Moderator

Laurel Loomis

Partner, Jenner & Block

Speakers

Jeremy Creelan

Partner, Jenner & Block

Steve Bishop

Chief Operating Officer, Old Missouri Bank

Meghan Ryan

CFO, MANTL

Andy Stine

Chief Risk Officer, Coastal Community Bank

October 23, 2024

Everything You Own in the File Folder to the Left: Mastering Compliance and Data Governance in Bank Transitions

Description

In collaboration with Morrison & Foerster

When moving from one partner to another, the complexities of compliance and data governance can create significant issues if not managed effectively. Banks and fintech companies must ensure that they do not move too hastily when transitioning their data. Join us for an insightful webinar where experts will explore the critical steps involved in the data transition process, including what compliance checks and balances must be in place around data governance to properly transition to the next bank partner. Panelists will provide guidance to ensure a smooth transition while safeguarding data and guaranteeing the right compliance frameworks are in place. They will also share tips for tackling industry challenges and navigating regulatory hurdles. Whether you’re a fintech leader, compliance pro, or bank partner, this webinar will equip you with the insights and strategies to thrive in the face of change.

Sponsor

Moderator

Jeff Silberman

Co-Chair of Financial Serices Group, Morrison Foerster

Speakers

Brittany Decker

Sr. Account Executive, Global & NA Fintech Partnerships, Fintech Enablers, Visa

Lee Easton

Founder and President, iDENTIFY

Neha Narkhede

Founder & CEO, Oscilar

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