Winning in a New World: Investing in the Future of Banking

Date: April 24, 2025 8:30 AM

Location: 

Goodwin office, New York Times Building 

620 8th Avenue (Between 40th & 41st) 

NY, NY. 10018 

Is your organization poised to thrive in the ever-changing world of banking and fintech? Join industry leaders CFO Consulting Partners and CCG Catalyst on April 24th for Winning in a New World: Investing in the Future of Banking, which will include inspiring conversations with Keynote Speaker, Louis Hernandez from Black Dragon Capital, and other industry leaders on how bankers should think about and invest in the future. 

Specifically, our agenda includes: 

Bet With Purpose: Putting Your Money To Work  

How investing in venture capital firms and consortia can create a fast track to technology-driven returns   

Speakers:  

  • Louis Hernandez, Black Dragon Capital
  • Kelsey Landau, Alloy Labs
  • Jake Fuchs, BankTech Ventures, LP 

The Possibilities of M&A: Beyond Bank to Bank  

A creative look at M&A that considers not only bank deals but also fintech and other opportunities   

Speakers:  

  • Dan Flaherty, Janney Montgomery Scott LLC 
  • Bill Clarkin, RSM 
  • Samantha Kirby, Goodwin 

Infrastructure Modernization: Flexibility, Flexibility, Flexibility  

A deep dive into what it means to prepare for a future that doesn’t yet exist  

Speakers: 

  • Jesse Honigberg, Customers Bank 
  • Joseph Lockwood, Open Banking Solutions 
  • Clayton Mitchell, Crowe 

This half-day event will take place at 8:00 am and end at 1:00 pm.  

Register today! 

CFO Consulting Partners LLC is a financial consulting firm that provides senior-level, financial management services to small and mid-sized public and private companies in nearly every sector and region of the country. 

CCG Catalyst is a leading bank consulting and research advisory firm that helps banks, credit unions, and fintechs navigate the rapidly changing financial landscape by providing strategic guidance and insights on core and digital technology, payments, M&A, and compliance, along with a range of services and solutions including strategy, innovation, transformation, and operations.