Session: Winners, Losers and the Cost of Complacency, Ron Shevlin, Chief Research Officer Cornerstone

‍Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail and manufacturing firms all over the world. As Chief Research Officer at Cornerstone Advisors, Ron calls on his analytical acumen to author a variety of corporate and commissioned research reports.Considered one of the banking industry’s most notable experts, Ron’s opinions are regularly sought for inclusion in major banking publications. He writes weekly for Forbes and has published hundreds of articles for his Snarketing blog.

Session: How Digital Growth Can Drive Massive Change (this is a panel discussion)

‍Lucia leads the global advisory function for the Consumer & Retail segment within J.P. Morgan’s Payments business. In her role, she is responsible for engaging with industry partners and clients on the trends across segments in the Consumer & Retail space, and the implications of these trends.

Prior to this role, Lucia co-founded and led a global trends Center of Excellence for J.P. Morgan’s Payments business, specializing on the impact of global mega-structural trends and innovation that are transforming the business, treasury and payments landscape.

Session: The New Macro Realities for Banking: How to Navigate Inflation & Interest Rates 

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Joseph Berry serves as Co-Head of KBW's Investment Banking Department, as well as Head of Depositories Investment Banking and Co-Head of Fintech Investment Banking. He began his career with KBW in the mid-1990s, has served as Head of Depositories since 2010 and was appointed Co-Head of Investment Banking and Fintech in 2021. KBW’s Depositories Investment Banking Group is one of the largest on Wall Street and routinely ranks at the top of the advisory and capital-raising league tables.

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Joe has over 25 years of industry and transactional experience including several years as a member of KBW’s Bank Research Team. In addition to his supervisory responsibilities, he maintains a robust calling effort across the U.S financial services industry with particular emphasis on banking organizations, payments companies and innovative financial technology organizations.

Session: How Digital Growth Can Drive Massive Change (this is a panel discussion)

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Jonathan Alloy is a transformative, innovative, and inclusive business and technology executive. He leads Publicis Sapient’s financial services experience practice in North America as Vice President, following banking leadership roles on Main Street (Wells Fargo) and Wall Street (Credit Suisse). He is a frequent speaker on the future of banking and human-centered design at Finovate, PARC, Cornell University, and more. He is based in New York City.

Session: State of Narmi

Session: Winners, Losers & the Cost of Complacency with Ron Shevlin

Matthew (Matt) Kelley joined KBW in 2021 as the Director of Research, where he is responsible for oversight of the firm's award-winning equity research department.

Prior to joining KBW, Matt was a Principal and Director of Research, at Sirios Capital Management, where he led firm initiatives including strategic development and thought leadership, and managed the firm's summer associate and associate analyst programs. He previously served as Vice President, Corporate Strategy at Affiliated Managers Group, Inc. (AMG), where he was responsible for the creation and development of the firm's thought leadership presence and various corporate initiatives while reporting to the Chairman and CEO. Earlier in his career, Matt was a senior equity research analyst covering brokers, asset managers, and exchanges at Morgan Stanley, and has experience covering most financial services sub-sectors during his time in equity research at both Morgan Stanley and Citigroup.

Matt received an MBA from the University of North Carolina Kenan-Flagler Business School in 2006 and a Bachelor of Science degree in Business Administration from the University of Richmond in 2001.

Session: How to Best Prepare for the Launch of FedNow

Session: Behind the Scenes: How Narmi Builds Product

Session: A Month in the Life with Narmi, From Implementations to the Day to Day

Mr. Fortner joined First Internet Bank in 2016 as Vice President of Information Technology. He was promoted to First Vice President, Information Technology in 2018 before being named Senior Vice President, Chief Information Officer in 2021. In his current role, Mr. Fortner is focused on implementing technology solutions to improve efficiency and drive growth.

He previously held leadership positions with Bank of America and Merrill Lynch. He received his bachelor’s degree from Purdue University.

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