Tuesday, January 14th, 2025 Time in EST 07:45 – 08:50 AM Breakfast & Networking 08:50 – 09:05 AM Welcome Speech Biz2X & BCG: New SMB Finance Study Release Welcome Speech Biz2X & BCG: New SMB Finance Study Release Rohit Arora Co-Founder & CEO Biz2Credit and Biz2X Bharat Poddar Managing Director and Senior Partner BCG 09:10 – 09:40 AM Panel Discussion: The Return of M&A: Key Changes for 2025 and Beyond Ryan Curley Global Head of Business Banking BCG Avinash Malhotra Global Head of Activism, Shareholder Advisory & Takeover Defense Practices Goldman Sachs Dave MacGown Managing Director Barclays Investment Bank Jim Lees Managing Director KKR Jeffrey M. Levine Managing Director Global Co-Head of Financial Services Houlihan Lokey 09:45 – 10:05 AM Panel Discussion: The Great Global Realignment in Business & Trade Finance Harit Talwar Board Member Mastercard Ehab Elsonbaty Partner and Chair US/Middle East Initiative DLA Piper Humaid Mudhaffr CEO Qarar Husam Arabiat Regional CEO MENAT Biz2Credit 10:10 – 10:45 AM Panel Discussion: Developments in Small Business Lending: Expanding Access to Capital Nupur Anand US Banking Correspondent Thomson Reuters Thomas Ritchie Head of Capital Markets Biz2Credit Daniel Williams Managing Partner Kilgour Williams Capital Steven Herrup Deputy CIO - Credit Reverence Capital Partners Manoj Mittal Chairman & Managing Director Small Industries Development Bank of India (SIDBI) 10:50 – 11:10 AM Coffee Break 11:10 – 11:50 AM Panel Discussion: AI in Financial Services: Future Trends & Practical Impact Barric Read Partner, Data, AI, GenAI BCG Ivan Fernandez Director, Head of Cloud Google Cloud Professor Plant Associate Professor, Department Chair, Business Technology University of Miami Rahul Mehendale Interim CEO Live150 Alisha Lehr Managing Director - COO Firmwide AI Morgan Stanley 11:55 – 12:20 PM Fireside Chat: Leadership in Fintech Over the Next Decade Fireside Chat: Leadership in Fintech Over the Next Decade Somesh Khanna Executive Board Chair, Consultant, Advisor, Board Member, Senior Partner Emeritus, Apexon, ASAPP, eCredit, American Express, McKinsey Wayne Peacock President & CEO USAA 12:20 - 12:50 PM Keynote: The Future of Fintech Regulation Keynote: The Future of Fintech Regulation Patrick McHenry Former Chair of the House Financial Services Committee Former Congressman 12:50 – 01:30 PM Lunch Break 01:35 – 02:10 PM Panel Discussion: The Future of Digital Transformation in Financial Services Bharat Poddar Managing Director and Senior Partner BCG Jyotsana "Jo" Jagadish EVP, Head of US Digital Banking and Contact Centers TD Jonathan Kolozsvary Global Head of Small Business Visa Charith Mendis Head of Worldwide Banking Industry AWS Swati Bhatia Head of Retail Banking and Transformation Santander Bank 02:15 – 02:35 PM Fireside Chat: Building the Future: Technology in Financial Markets Ramit Arora President & Co-Founder Biz2Credit Jim Esposito President Citadel Securities 02:40 – 03:15 PM Panel Discussion: Embedded Finance: Emerging Trends Luke Purcell Managing Director and Partner BCG X Chiro Aikat Co-President, USA MasterCard Frank Fiorille VP, Risk and Compliance Paychex Mara Reiff C-suite Executive Freshbooks Tim Chiodo Managing Director & Lead Analyst UBS 03:15 – 03:35 PM Fireside Chat: Where Innovation Meets Opportunity – A Legal and Economic Vision Fireside Chat: Where Innovation Meets Opportunity – A Legal and Economic Vision Francis Suarez Mayor of Miami Marc Kasowitz Partner Kasowitz Benson Torres 03:35 - 03:50 PM Coffee Break 03:50 – 04:25 PM Panel Discussion: Unlocking the Value of Data for SMBs Inderpreet Global Head of Payments & FinTech Senior Partner and MD BCG Katia Gaidouk Vice President, Commercial/SMB Marketing – Driving Small Business Growth Experian Amin Venjara Chief Data OfficerADP Chip Scully Head of Open Banking Sales & Partnerships - North America Yodlee Prateek Sangal SVP & Head of Digital, North America P&C Amtrust 04:30 – 05:05 PM Panel Discussion: Fintech Regulation in the Trump Administration Craig Carpenito Partner King & Spalding Amanda DuPont Public Records Product Specialist Thomson Reuters Clarine Nardi Riddle Counsel Kasowitz Benson Torres Barry Kamar Partner King & Spalding 05:10 – 05:15 PM Closing Remarks Closing Remarks Rohit Arora Co-Founder & CEO Biz2Credit and Biz2X 05:15 – 06:30 PM Cocktails & Networking
