Background
Fintech & Financial Services Forum

Reimagining Finance in the Age of AI

Join leaders from banking, fintech, and venture capital as we explore how artificial intelligence is transforming financial services, infrastructure, and the global economy.

Date

Saturday, June 27, 2026

Location

Computer History Museum, Mountain View, CA

Abstract Finance

About the Event

The Fintech & Financial Services Forum 2026 brings together a curated group of executives, founders, investors, and policymakers to discuss the most important shifts shaping the future of finance.

As AI continues to redefine how financial institutions operate, compete, and serve customers, this forum will explore both the opportunities and challenges across banking, fintech, and financial infrastructure.

From product innovation to global economic trends, the event is designed to foster meaningful conversations, partnerships, and insights that drive the next generation of financial services.

Who Should Attend

  • Banking & Financial Services Executives
  • Fintech Founders & Operators
  • Venture Capital & Private Equity Investors
  • Product, Engineering, and Innovation Leaders
  • Credit Union Leaders
  • Policy & Regulatory Professionals
Tech Abstract

Key Themes & Sessions

A deep dive into the most critical shifts in the financial landscape.

Leadership: The Future of Banking in the Age of AI

The Future of Banking in the Age of AI. Strategic insights on transforming banking models and operations.

Evolution of Financial Products & Services

How embedded finance, personalization, and digital experiences are reshaping customer expectations.

Fintech & Financial Services Infrastructure

Exploring the backbone of modern finance — APIs, payments, BaaS, compliance, and data platforms.

Credit Unions: Challenges & Opportunities

Challenges & Opportunities: How credit unions are adapting to compete in a rapidly evolving ecosystem.

Treasury, Fintech & the Global Economy

The role of fintech in global markets, capital flows, financial inclusion, and economic transformation.

Speaker Background

Exceptional Lineup of Leaders

We are bringing together an exceptional lineup of leaders from the world's most innovative financial institutions and technology companies.

Wells Fargo
Yodlee
American Express
U.S. Bank
Visa
Payactiv
Stripe
DeepInfra
Bank of America
Barclays
Fifth Third
Temporal
Mesh
JPMorganChase

Event Agenda

A structured day of insights, networking, and collaboration.

Strategic vision from industry leaders

  • How AI is transforming banking models (retail, commercial, investment)
  • The shift from traditional institutions to platform-based ecosystems
  • Risk, regulation, and governance in AI-driven finance
  • Talent and organizational transformation
9:00 AM
Registration & Breakfast
9:45 AM
Opening Remarks
10:00 AM
Opening Keynote
10:30 AM
Evolution of Financial Products — Startup Minute

Innovation in customer-facing offerings

  • Embedded finance and invisible banking
  • Personalization through data and AI
  • Digital lending, BNPL, and next-gen wealth products
  • Customer experience as a competitive advantage

The backbone powering modern finance

  • Banking-as-a-Service (BaaS) and API ecosystems
  • Payments innovation and real-time rails
  • Cloud, cybersecurity, and compliance infrastructure
  • The rise of financial data platforms and open banking
12:10 PM
Afternoon Keynote I
12:30 PM
Lunch
1:30 PM
Afternoon Keynote II

Broader economic impact of credit unions & regionals

  • Financial inclusion and access to capital
  • Role of fintech in emerging and developed markets
  • Impact on SMEs, consumers, and global trade
  • Future of decentralized finance and digital assets
2:40 PM
Evening Keynote
3:00 PM
ESG — Startup Minute

Challenges and opportunities for credit unions

  • Competing with digital-first fintechs
  • Expanding product offerings while maintaining community focus
  • Partnerships with fintech and technology providers
  • Regulatory and operational challenges
3:50 PM
Closing Remarks

Featured Speakers

Meet the leaders shaping the future of finance — tap any card to learn more.

Faraz Shafiq

Faraz Shafiq

EVP, Head of AI Products and Solutions

Wells Fargo

Preeti Somal

Preeti Somal

EVP, Engineering

Temporal Technologies

Rehan Jalil

Rehan Jalil

President, Security & AI

Veeam

Ahmad Azeez

Ahmad Azeez

EVP, Chief Risk & Credit Officer

U.S. Bank

Safwan Shah

Safwan Shah

Founder & CEO

Payactiv, Inc.

Farouk Ferchichi

Farouk Ferchichi

CEO

Yodlee

Asif Alam

Asif Alam

CEO

ActiveComply

Nathan Hilt

Nathan Hilt

Banking Industry Leader

Thoughtworks

Ali Khayam

Ali Khayam

Co-Founder & CPO

Chkk

Shahzad Khan

Shahzad Khan

Co-founder

SablePay

Haris Basit

Haris Basit

Chief Strategy Officer

Bitdeer

Bassam Khan

Bassam Khan

Head of Crypto Engineering

Visa

Theo Ellis

Theo Ellis

CEO & Co-Founder

Friday Harbor

Zaki Manian

Zaki Manian

Co-Founder

Sommelier Protocol

Arjun Mukherjee

Arjun Mukherjee

CTO

Mesh

Kamran Naqvi

Kamran Naqvi

SVP, Head of Digital

Technology Credit Union

Jon Berlin

Jon Berlin

President & CEO

Chevron Federal Credit Union

Sachin Vaidya

Sachin Vaidya

EVP, Chief Information Officer

Heritage Bank of Commerce

Fawad Ur Rehman

Fawad Ur Rehman

Director, Technology Consulting & Enterprise Architecture

Visionet Systems

Zaki Fasihuddin

Zaki Fasihuddin

Executive Consultant

Zero Labs

Sidra Shakoor

Sidra Shakoor

VP, E-commerce Solutions

JPMorganChase

Ambreen Mustafa

Ambreen Mustafa

Investment Banking Associate

Wells Fargo

Asad Mahmood

Asad Mahmood

Managing Director, Technology Investment Banking

Barclays

Aamer Pervaiz

Aamer Pervaiz

Senior Vice President

Fifth Third Bank

Belal Aftab

Belal Aftab

Business Development

Stripe

Nikola Borisov

Nikola Borisov

CEO & Co-Founder

DeepInfra

More speakers being announced soon

Nominate a Speaker

Know someone who would be a great fit for the Fintech & Financial Services Forum 2026? Submit a nomination below.

Location

Computer History Museum

1401 N Shoreline Blvd, Mountain View, CA 94043

Located in the heart of Silicon Valley, the Computer History Museum is a world-renowned institution preserving and celebrating the history of computing and its impact on humanity.

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