LOCATION 225 Dyer Street, Providence, RI, 02903

DATE: January 23, 2020

TIME: 4:00 – 8:30 PM

ABOUT THIS EVENT

Rhode Island is making significant steps toward adopting blockchain technology. In support of this effort, FinTech Connect will explore the intersection of distributed ledger technology, business regulation, and the human resources needed to adopt this nascent technology.

This event will also investigate the state of innovation in consumer finance, personal wealth management, data analysis, and consumer credit in New England with a series of community talks by FinTech innovators.

AGENDA AT A GLANCE

4:00 – 5:00 PM  ::   Point 225 Building Tour

4:30 – 5:30 PM  ::  Blockchain 101 Workshop 

5:00 – 6:00 PM  ::  Open Office Hours

5:35 – 5:40 PM  ::  Welcome

5:45 – 6:30 PM  ::  Blockchain in Rhode Island

5:45 – 6:15 PM  ::  From Concept to Launch: An Evening with Marstone Co-founder Margaret J. Hartigan

6:20 – 6:50 PM  ::  Splitwise: Share of Habit and Building FinTech Products

6:45 – 7:45 PM  ::  Human Capital Considerations for Blockchain Implementation

6:55 – 7:25 PM  ::  Fiserv, Inc: Corporate Innovation

7:30 – 8:00 PM  ::  Government Blockchain Association Introduction

 

Blockchain 101 Workshop

Blockchain 101 will give participants an introduction to bitcoin, blockchain technology, distributed ledgers, and smart contracts with a focus on why it’s all different and how it all fits in the world.

Registration for this FREE workshop is REQUIRED as space is limited. RSVP HERE!

Hanaan Rosenthal, On Point Publishing Systems

Hanaan Rosenthal started out as a computer graphic automation specialist in 1990 in the finance and sports licensing fields. He has designed automation systems for The New York Times, Adidas, Victoria’s Secret, Associated Press, Reuters, Fidelity investments and more.

In 2017, Hanaan entered the crypto scene and worked to create automated cryptocurrency trading systems and blockchain technology.

Hanaan is a public speaker, author, meditator, sculptor, and a barefoot runner.

Open Office Hours: Book Today

Connecting emerging entrepreneurs and startups with industry and sector experts for 30 minutes of free advising. This week features experts in accounting, storytelling, brand strategy, and product design.

Erica Guatieri – CPA providing finance, tax consulting, compliance and planning expertise

Jessica Kerrigan – From strategic planning to content creation, helping turn your business vision and goals into powerful marketing

James Kwon – Storyteller & Business Strategist, growth-hacking companies to realize their full potential

Heather O’Neill – Product strategist and UX designer helping SaaS startups solve their toughest challenges.

Blockchain in Rhode Island

The state of Rhode Island is committed to improving state government by exploring blockchain technology to enhance efficiency, transparency, accuracy, security and business-friendliness within state government. In this session, Elizabeth Tanner, Director of the Department of Business Regulation, will discuss the state’s plans to move forward as the first state in the nation to adopt blockchain technology to improve the efficacy of government offices.

 

Headshot of Liz Tanner

Liz Tanner, Director of the Department of Business Regulation, Rhode Island

Elizabeth Tanner was appointed Director of the Department of Business Regulation in November 2017 under Governor Gina Raimondo. She oversees the regulations and enforcement of all Financial Services, the divisions of the State Fire Marshal’s office (including the Bomb Squad), State Building Office, Office of Cannabis Regulation, Gaming and Athletics and a wide variety of professional licenses. She serves on the board of Rhode Island Housing and is believed to be the only female Boxing Commissioner in the United States.

 

 

 

 

 

 

 

From Concept to Launch: An Evening with Marstone Co-founder Margaret J. Hartigan
Marstone is an enterprise digital wealth management platform, offering digital advice and financial planning services.  Margaret Hartigan will take us through Marstone’s unique approach to digital wealth and also describe the path from founding to live in market.
 

Margaret J. Hartigan, Marstone

Inspired to help demystify finance for investors and enable institutions to better engage and retain clients, Margaret founded Marstone, a digital wealth platform available for financial institutions to white-label and offer to their clients.

For the retail investor, the Marstone platform puts users at ease with their financial lives by offering holistic account analysis, personalized portfolio creation, and an unparalleled user experience. For institutions, the Marstone platform augments client acquisition, enhances asset retention, and improves operational productivity. Marstone is fully integrated with leading custodial and technology platforms including BNY Mellon Pershing, Fiserv, and Interactive Brokers, among others. Marstone is also a proud strategic partner of BlackRock, Deloitte, and IBM Watson.

Prior to starting Marstone, Margaret was a top quintile financial advisor for 10 years in the Global Wealth Management Group at Merrill Lynch, split between New York and San Francisco. A graduate of Brown University, Margaret is an active leader in the alumni and major development efforts at both Brown University and Phillips Exeter Academy. She’s a member of the Milken FinTech Advisory Committee, serves on the NPX advisory board, and is a former trustee of Sonoma Academy, in Santa Rosa, California.

Splitwise: Share of Habit and Building FinTech Products
Zoe Chaves and Marshall Weir of Splitwise will lead a talk on building FinTech products.
 
Splitwise (est. 2012) is the easiest way to share expenses with friends and family and stop stressing about “who owes who”. Millions of people around the world use our free app to organize group bills for households, trips, and more. Our mission is to reduce the stress and awkwardness that money places on our most important relationships.
 

Zoe Chaves, Splitwise

Zoe Chaves is the senior product manager at Splitwise. She joined the company in 2013 as employee #2.

 
 
 
 
 
 
 
 
 
 

Marshall Weir, Splitwise

Marshall Weir leads the mobile development team at Splitwise. He’s been doing mobile app development for the last 10 years and helps maintain several open source projects.

 

 

Human Capital Considerations for Blockchain Implementation

As more and more organizations go beyond proof of concept and begin to pilot and roll out blockchain projects, there will be a need for highly skilled blockchain practitioners, from developers to architects and in‐house experts. This session will explore the human capital requirements including training and education, staffing and recruitment, culture management and change.

Bryant Nielson, The Blockchain Academy

Bryant Nielson is the Founder and CEO of The Blockchain Academy. The Blockchain Academy offers both live and online video based programs, delivered by industry experts, on the role of blockchain, its impact on central banks, financial institutions, trade finance, settlement, smart contracts, IP as well as blockchain developer education.

Bryant has written extensively about Blockchain and is a regular speaker at blockchain conferences globally.  He has delivered talks at numerous conferences in New York, Chicago, San Francisco, Milan, London, Mexico City, Moscow and Dubai. Bryant is also an adjunct professor at Temple University where he teaches course on blockchain and emerging technologies. He currently sit on the Board of Directors for the Government Blockchain Association.  Previously he was the Chairman of the GBA’s Training & Education work-group since 2017. He is also the host of a blockchain podcast: Blockchain360.

Fiserv: Corporate Innovation

Join Alex Liu, Vice President, Rhode Island Innovation Center for Fiserv, Inc. for a talk on Fiserv: one of the largest and earliest “fintech” companies in the world, originally established to provide technology solutions to financial services companies and their constituents such as merchants/retailers. This talk will include examples of: current FinTech trends and how Fiserv is trying to address them; as well as how the corporation seeks to work with partners in the FinTech ecosystem, including start-ups.

Alexander Liu, Fiserv

Alex Liu is Vice President, Rhode Island Innovation Center for Fiserv, Inc, a global leader in payments and financial technology.  He is responsible for exploring and developing new solutions to real-world problems by collaborating with government, academic institutions and the business community in Rhode Island.  His initial focus is on fintech innovations that can help the Public Sector make good policy decisions, drive revenue, and increase efficiency.  

Alex has 20 years of experience in financial technology and banking, with a strong focus on one of the earliest fintech innovations:  prepaid cards. He began his prepaid career at Solspark, a start-up prepaid processing company and solutions provider, which was ultimately acquired by First Data Corporation, where he was responsible for Business Development and Product Development.  Prior to returning to First Data (now Fiserv) and Rhode Island, he was responsible for global prepaid strategy and products addressing financial inclusion at MasterCard and led Bank of America Merrill Lynch’s commercial & government prepaid card business.  In 2009, he was named one of Paybefore’s 5 Rising Stars of Prepaid.  Alex holds a bachelor’s degree in Computer Science and Economics from Brown University.

 

Government Blockchain Association Introduction

Join Andrew Parrish of Diligentiam Digital and the Rhode Island Chapter of the Government Blockchain Association for an introduction to the Government Blockchain Association and how this organization is working with startups to design and implement blockchain solutions.

 

Andrew Parrish, Diligentium Digital

Andrew Parrish is currently working on his third start up called Diligentiam Digital, which is a company that develops the necessary strategies for cryptocurrency and blockchain investors and companies. Some of Diligentiam Digital’s services include IPO & ICO valuations and blockchain application design and implementations.  His two other companies are Alternate Tax Solutions, which acts as the back office for CPAs by providing expertise in very complex areas of the tax code that often require engineering services, and Diligentiam, which is a due diligence company that provides expertise in merges and acquisitions, corporate structuring, business valuations, investment financing, risk management, and bank relationship management.   

Previously, Andrew has worked for Fortune 500 companies, such as IBM, Motorola, and Danaher, where he gained valuable expertise in operational management, customer service, product development, and international and domestic sales management. 

Andrew has built systematic training structures that effectively cross train key employees in multiple facets of a business model. Andrew has assisted companies in developing and growing their international sales organizations through the establishment of Interest Charged-Domestic Income Sales Corporations (IC-DISC). He has also utilized federal government resources, such as the United States Commerce Department and the Small Business Administration, as well as various university international business departments to conduct the due diligence needed in mergers & acquisitions.

Andrew loves building and motivating teams towards achieving their goals. He is a member of the board of directors of Government Blockchain Association. Andrew’s hobbies are coaching AAU and middle school basketball and football. Also, Andrew has been a college and high school youth minister.

PROGRAMMING PARTNERS

 
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