FEATURING
Featured speakers
Zach Perret
Co-founder & CEO, PlaidEric Glyman
Co-founder & CEO, RampJelena McWilliams
Former FDIC chair & President, Corporate, External Affairs, PlaidTony Joseph
VP Financial Services, T-MobileEthan Dornhelm
Head of Scores Analytics, FICODon Lemire
VP of Risk, AffirmAndres Ugarte
Founder and CEO, Copilot MoneySumee Seetharaman
VP, AI/ML Practice & CoE, TD BankDennis Kramer
Director of Data Science and Risk, Purpose FinancialSuddu Seshadri
Head of Data & AI, PlaidChristy Sunquist
Head of Open Finance, PlaidBrian Dammeir
Head of Payments, Plaid
Jennifer Miller
Head of Americas Banking GTM, DatabricksWill Robinson
CTO, PlaidDi Xu
Head of AI Labs and AI Governance, American ExpressAnkit Prasad
Director of Product Management for AI Products, BrexCaroline Pham,
Chief Legal Officer & Chief Administrative Officer, MoonPayMark Jones
Head of Transformation and Modernization, TruistSyed Raza, PhD
Head of AI, 2nd Order SolutionsJeffrey T. Dinwoodie
Partner, Corporate, CravathMitch Cook
Head of Credit GTM, PlaidHannah Hughes
CMO, PlaidCatherine Shugrue
Product Marketing Lead, Plaid
A half-day event.
Two ways to attend.
In-person agenda
What to expect live in New York
Arrivals
Check in, grab lunch, and connect.
Opening keynote
What's next for AI in finance and what Plaid’s launching to power it.
Breakout sessions
Agentic workflows, personalization, and the data that makes AI work.
Fireside chats
How responsible AI supports innovation in financial services.
Breakout sessions
Governance, risk, and the human oversight AI needs to work.
Closing keynote
The CEOs of Ramp and Plaid on fintech’s second act.
Reception
Drinks and conversations, on us.

Virtual agenda
What to expect live online
Opening keynote
What's next for AI in finance and what Plaid’s launching to power it.
Smarter cash advance decisions
Plaid’s new way to spot repayment risk on cash advances.
Modern fraud prevention
Plaid Protect's latest model, built to catch more fraud, not real users
Inside Plaid Income’s new engine
Turning noisy deposit activity into reliable income signals with AI.
Making bank payments reliable
Better data and decisioning behind every transaction.
Powering intelligent finance
A look under the hood at the AI models behind Plaid.
Bank intelligence for engagement
How banks can use Plaid’s network to engage users and stop fraud.
Breakouts & fireside chats
Industry leaders on AI, trust, and what’s next.



- Watch live from anywhere
- May 21, 2026 · 1–5PM ET
- Live keynote & product deep dives
- Interviews with industry leaders
- On-demand breakout sessions
- Full session library post-event
