Spring 2023 Innovators Retreat

Join Narmi for an exclusive, two day retreat on March 14-15 in New York City where you will get a behind the scenes look into where banking is going.

About
Schedule
Speakers
Venue
Events

Inside the Spring 2023 Innovators Retreat

This 2-day retreat is an opportunity for you to get a behind the scenes look into how Narmi digitizes the nation's leading financial institutions. You'll hear from product, operations and executive leadership on how Narmi builds and iterates on product, optimizes for scale and puts our financial institutions first. You will participate in 1v1 workshops with our Co-Founders, connect in-person with leading banking innovation experts and get a chance to immerse yourself into the Narmi ecosystem.

Together we will explore the latest in digital banking and discuss how your financial institution can be where banking is going.

Schedule

Networking & Entertainment

Network with other forward-thinking financial institutions over food, drinks and the best views of the Manhattan skyline.

Join us on March 13th 2023 at 6:00PM for our Welcome Reception at The Harold, NYC

Thought-leadership Sessions

Engage in leadership sessions with the top thinkers in banking innovation and learn new approaches to future-proofing your financial institution.

Workshops & Breakouts

Get a behind the scenes look into how to build an award-winning digital banking experience with Narmi's leadership team.

The Narmi Innovator's Retreat is designed to be an intimate gathering and therefore seats are limited. If you can't join us this March, rest assured we will host additional retreats later this year. Note that the cost of the innovator's retreat is entirely covered with the exception of travel and hotels.

8:30 - 9:00

AM

Breakfast with the Narmi Team

 9:00 - 9:45

AM

Keynote Speaker
Liza Landsman, CEO, Stash

9:45 - 10:30

AM

State of Narmi
Nikhil Lakhanpal, Co-Founder, Narmi

10:30 - 10:45

AM

Break

10:45 - 11:30

AM

How to Best Prepare for the Launch of FedNow
Chris Griffin, Co-Founder, Narmi

PM

11:30 - 12:15

Innovators Panel
Craig Fortner, SVP & CIO, First Internet Bank
Tricey Kruger, VP of Channel Services, Twinstar Credit Union
Aaron Mickelson, Director of Digital Experience, Twinstar Credit Union


12:30 - 1:30

PM

Innovators Lunch

1:45 - 3:15

PM

Breakout Sessions
What's Next for Narmi for Digital Account Opening
What's Next for Narmi for Digital Banking

 3:30 - 4:30

PM

Winners, Losers and the Cost of Complacency
Ron Shevlin, Chief Research Officer, Cornerstone Advisors
Nikhil Lakhanpal, Co-Founder, Narmi

4:30

PM

Closing

6:00

PM

The Edge NYC
Experience NYC like never before on the highest outdoor sky deck in the Western Hemisphere

7:00

PM

Dinner at Ci Siamo

8:30 - 9:15

AM

Breakfast & Narmi Welcome Opening

9:15 - 10:15

AM

A Month in the Life with Narmi, From Implementation to the Day to Day
Sid Viswanath, VP of Operations, Narmi
Adam Shpiro, General Manager, Narmi
Taylor Cembalisty, General Manager, Narmi
Kaitlin Russenberger, General Manager, Narmi

10:15 - 10:30

AM

Break

10:30 - 11:30

AM

The New Macro Realities for Banking: How to Navigate Inflation & Interest Rates
Joseph Berry, Co-Head of Investment Bank, KBW
Matthew Kelley, Director of Research, KBW

11:30 - 12:15

PM

Keynote Panel: How Digital Growth Can Drive Massive Change
Lucia Li, Global Payments Advisory, Consumer Goods & Retail J.P. Morgan
Jonathan Alloy, VP of Customer Experience & Innovation, Publicis Sapient

12:15 - 12:30

PM

Co-Founder Closing Remarks

Our Speakers

RON SHEVLIN

Title here

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.

March 14 | 3:30pm - 4:30pm

LUCIA LI

Title here

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.

March 15 | 11:15am - 12:15pm

JOSEPH BERRY

Title here

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

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.

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.

March 15 | 10:15am - 11:15am

JONATHAN ALLOY

Title here

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

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.

March 15 | 11:15am - 12:15pm

Nikhil Lakhanpal

Co-Founder

Session: State of Narmi

March 14 | 9:30am - 10am

Chris Griffin

Co-Founder

Session: How to Best Prepare for the Launch of FedNow

March 14 | 11:45am - 12:30pm

Edwin Akrong

VP of Product

Session: Behind the Scenes: How Narmi Builds Product

March 14 | 10:45am - 11:30am

Sid Viswanath

VP of Operations and Strategy

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

March 14 | 9:00am - 10am
read more

Liza Landsman

CEO, Stash
March 14, 2023

Liza Landsman

Title here

March 14, 2023
|
9:00-9:45am ET
read more

Ron Shevlin

Chief Research Officer, Cornerstone Advisors
March 14, 2023

Ron Shevlin

Title here

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.

March 14, 2023
|
3:30pm - 4:30pm
read more

Lucia Li

Global Payments Advisory, Consumer Goods & Retail, J.P. Morgan
March 15, 2023

Lucia Li

Title here

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.

March 15, 2023
|
11:30am - 12:15pm
read more

Joseph Berry

Co-Head of Investment Banking, KBW
March 15, 2023

Joseph Berry

Title here

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

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.

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.

March 15, 2023
|
10:30am - 11:30am
read more

Jonathan Alloy

VP for Customer Experience and Innovation, Publicis Sapient
March 15, 2023

Jonathan Alloy

Title here

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

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.

March 15, 2023
|
11:30am - 12:15pm
read more

Nikhil Lakhanpal

Co-Founder, Narmi
March 14, 2023

Nikhil Lakhanpal

Title here

Session: State of Narmi

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

March 14, 2023
|
9:00am - 9:45am & 3:30pm - 4:30pm
read more

Matthew Kelley

Director of Research, KBW
March 15, 2023

Matthew Kelley

Title here

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.

March 15, 2023
|
10:30am - 11:30am
read more

Chris Griffin

Co-Founder, Narmi
March 14, 2023

Chris Griffin

Title here

Session: How to Best Prepare for the Launch of FedNow

March 14, 2023
|
11:45am - 12:30pm
read more

Tricey Kruger

VP of Channel Services, Twinstar Credit Union
March 14, 2023

Tricey Kruger

Title here

March 14, 2023
|
10:45am-11:45am
read more

Edwin Akrong

VP of Product, Narmi
March 14, 2023

Edwin Akrong

Title here

Session: Behind the Scenes: How Narmi Builds Product

March 14, 2023
|
10:45am - 11:45am
read more

Sid Viswanath

VP of Operations and Strategy, Narmi
March 15, 2023

Sid Viswanath

Title here

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

March 15, 2023
|
9:15am - 10:15am
read more

Craig Fortner

SVP, Chief Information Officer, First Internet Bank
March 14, 2023

Craig Fortner

Title here

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.

March 14, 2023
|
10:45am-11:45am
read more

Aaron Mickelson

Director of Digital Experience, Twinstar Credit Union
March 14, 2023

Aaron Mickelson

Title here

March 14, 2023
|
1045am-11:45am

Meeting Space - WorkLife Meetings by Industrious

Map

Venue

WorkLife Meetings by Industrious is a conferencing center like no other. An environment where all types of collaboration are not only possible, they’re abundant. A place to make deadlines, deals and everything in between.

250 W 34th St. 2nd Floor New York, NY

Hotel - Martinique

Map

ACCOMODATIONS

Hotel

The Martinique Hotel is one of the Historic Hotels of America. The Empire State Building, Macy's Herald Square, Madison Square Garden, and Penn Station are all within a 5-minute walk. Enjoy the on-site restaurant, stylish rooms, and fitness center.

49 W 32nd St, New York, NY 10001

Book your room

Events

Welcome Reception

March 13, 2023

6 PM

The Edge NYC

30 Hudson Yards

March 14, 2023

6 PM

Dinner with Narmi

Ci Siamo

March 14, 2023

7 PM

We would like to thank our 2023 Innovators Retreat Sponsors

2023 Innovators Retreat

Look out for more information for the next Innovators Retreat
Narmi Inc.
3 East 28th St. Floor 12
New York, NY 10016