Learning Expedition in USA

Learning expedition
1 to 3 October 2019


Shrink all

Monday 30 September 2019

Welcome activity
Midtown architectural tour
15:00 - 17:00

Let our enthusiastic tour guide explain the various architectural styles you’ll find in New York City on this walking tour. Our guides will bring history to life, sharing fun facts and historical information about famous buildings such as the Renaissance Revival Flatiron building, to lesser-known wonders like the Metropolitan Life Insurance Tower, both on Madison Square Park. 

Drinks and dinner
Location TBC
18:00 - 18:20

Tuesday 01 October 2019

Session with Citi Fintech

09:30 - 11:30
Maria Deam
Citi FinTech
SVP, Open Innovation

Citi works tirelessly to provide consumers, corporations, governments and institutions with a broad range of financial services and products. They strive to create the best outcomes for their clients and customers with financial ingenuity that leads to solutions that are simple, creative and responsible.

Citi FinTech is a unit in Citi’s Global Consumer Bank charged with delivering a radically simple, connected customer experience on mobile. Through co-creation with customers, an agile operating model and next generation technology, Citi FinTech is transforming how Citi designs, builds, creates, and delivers mobile features and capabilities for millions of customers.

Hear from teams working on:
- Canvas, Citi’s co-creation platform
- The Developer Hub, Citi’s Open Banking platform
- Insights & Design Strategy (including UX)
- Open Innovation & FinTech Partnerships
- FinTech Venture Investing (will cover trends in market)

Session with Scarlett Sieber - International Speaker - Innovator - Influencer

13:00 - 15:00
Scarlett Sieber
CCG Catalyst Consulting Group
Managing Director, Chief Strategy & Innovation Officer

Scarlett Sieber is a respected leader, driving organizational change at startups and global entreprises alike. She currently serves as Senior Advisor at NASA for the Cross Industry Innovation Summit and as Advisory Board Member at Village Capital.
Prior, Scarlett was Vice President at USAA where she led newly created business development initiative. During her time at Opus Bank, a $8B retail and commerical bank, Scarlett was Chief Innovation Officer where she led the digital strategy and transformation for Opus and its $15B trust subidiary, Pensco. Prior to Opus, Scarlett was Vice President of Global Business Development at BBVA. In this role, Scarlett leveraged BBVA's assests to secure partnerships within the ecosystem accelerating the global innovation strategy within the US. Scarlett was also the US lead for BBVA's millennial initiative. Prior to BBVA, she was Chief Operating Officer and co-founder of data visualization tech startup, Infomous, whose clients include The London Olympics, Super Bowl XLVII, NFL Films, The Economist, Entertainment Weekly, The Guardian and USA TODAY. Outside of work, she is a contributor to the Huffington Post, Forbes, and WeWork. She is also a NYC Fellow of Startup Leadership Program.

Session with Anthemis
Optimising For Success Working With Fintechs
15:30 - 17:30
Tom Ryan
Partner, Head of Anthemis North America

Anthemis cultivates change in financial services by building, growing, and sustaining businesses committed to improving the world. Our deep understanding of markets and models, passion for emerging technology and spirit of collaboration inspire everything we do. By creating fertile ground for entrepreneurs, institutions, researchers, academics, and visionaries to come together, we believe we can solve the financial services world’s most pressing challenges faster, better and for the benefit of all. 

- Communicating internal standards and expectations 
- Benchmarks and measures of success 
- Importance of mapping processes 
- Getting the most from business unit engagement 
- Leaning in to strengths, embracing weaknesses
- Pricing POCs
- The push/pull of working with young companies
- Case studies: the good, the bad and the ugly 

Rockfeller center tour + Top Of The Rock
Rockfeller Center Tour
18:30 - 19:45

One of New York City’s must-see attractions, Rockefeller Center is filled with rich history, culture, and beautiful architecture. Soak it all in on this guided tour through the most significant buildings, gardens, and spaces. 

Top Of The Rock
19:45 - 20:30

Take in a 360-degree panorama of the Big Apple from 850 feet (260m) in the air at the Top of the Rock. . 

Ride up 850 feet (260m) in less than 1 minute on the Sky Shuttle. Stroll between 2 floors with expansive indoor and outdoor viewing areas, then top off your visit by taking in breathtaking views of Central Park, Empire State Building, lower Manhattan and One World Trade Center from the completely open-air deck on the 70th-floor.


Wednesday 02 October 2019

Session with Paypal
Visit of the PayPal Innovation Showcase
09:30 - 10:30
Francis Barel
Business Development and Sales Manager, Middle East and North Africa

Since its inception in 2000, e-commerce innovator PayPal has changed the way people shop online. In 2011, it launched its vision to change the way people shop everywhere, with integrated, real-world payment solutions.
The Showcase offers guests the chance to walk through a series of simulated demonstrations that show how PayPal can create an easy, simple and secure shopping experience for both retailers and consumers.

PayPal's tour of the latest online & offline payments innovation
10:30 - 11:30
Francis Barel
Business Development and Sales Manager, Middle East and North Africa

- Learn how our latest payment technologies create a safe & easy to use experience for consumer

- Enjoy a demonstration of some of famous PayPal’s brands:
Venmo: a digital wallet allowing you to make and share payments easily with your peers
Braintree: a full-stack payments platform that makes it easy to accept payments in your app or website
iZettle: from a chip-card reader and app for smartphone-based mobile commerce to a wide range of financial products


Lunch at Capgemini
Workshop session with Capgemini: Deep Dive on Artificial Intelligence in Financial Services
Introduction to Capgemini’s Approach to Applied Innovation
13:00 - 13:20
Peter Maloof
Vice President - Digital Customer

Capgemini's perspective on applied innovation.
Case studies highlighting methods to sustain a culture of innovation.

Understanding Artificial Intelligence
13:20 - 14:00

What is AI? What are the different capabilities of the technology today and expectations for the future? (NLP, Computer Vision, Robotics, etc) Explaining the genesis of disruption and evolution of technology

Use Case Deep Dive
14:00 - 14:30

How is AI being applied in the Financial Services industry, specifically? Showcasing one or two use cases for the technology and its widespread applicability across different functions of an enterprise

Explore the Landscape
14:30 - 15:10

What role will AI play in the future of the financial services industry? Highlighting emerging FinTech companies from the AIE’s startup ecosystem in an interactive panel discussionWhat role will AI play in the future of the financial services industry? Highlighting emerging FinTech companies from the AIE’s startup ecosystem in an interactive panel discussion

New Business Models enabled by A.I
15:10 - 15:50

Explanation of how AI transforms and presents opportunities for new ways of selling products and services. What are the key components to take in account and what are the new business models?

Wrap Up & Close
15:50 - 16:10
Peter Maloof
Vice President - Digital Customer

Wrap up of the session, final comments and closing remarks

Session with HSBC
Customer First with Increased Regulation & Risk Management
16:30 - 17:30
Clement C. King
Senior Executive - Strategic Insights & Risk Management, CCO

Clement King is the Chief Control Officer for HSBC Bank Canada based in Toronto, and has over 10 years of experience from various Financial Institutions. Clement worked in multiple cities including New York, London, and Toronto, and brings a diverse background to risk and control management. Clement continually brings a practical lens to the management of non-financial risk, and encourages positive outcomes for customers.

Free time

Thursday 03 October 2019

Session with Morgan Stanley

09:30 - 11:00
Tsvi Gal
Morgan Stanley (US)
CTO Infrastructure
Welcome to Mastercard NYC Tech Hub
Tour of the Innovation Showcase: Building the Future of Payments
11:30 - 13:30
Bonnie Shnayerson
Manager, Product Management, Global Small Business

Housed across three floors and 60,000 square feet of space, the NYC Tech Hub allows MasterCard to engage engineers and developers, collaborate with customers and put MasterCard at the center of a rich technology talent pool.

Session at Celsius Network

14:30 - 15:30
Alex Mashinsky
Celsius Network
CEO - Blockchain world authority

Celsius Network was founded in 2017 with the mission to harness blockchain technology to provide unprecedented financial freedom, economic opportunity, and income equality for the 99%. For too long, big banks and financial institutions have gotten away with greedy, unethical, and risky behavior. It’s time to replace our current financial systems with a new model that only ever acts in the best interest of the community.

The Celsius Network platform provides members with curated services unavailable through traditional institutions. Our goal is to act as a catalyst for financial disruption on a global scale by offering services that will bring the next 100 million people into cryptocurrency.

Session with Barclays
Corporate Innovation Done Right - Rise by Barclays
16:00 - 16:30
Ilana Fass
Barclays Bank
VP FinTech Platform Lead

- What is "Rise" by Barclays?
- Rise's growth in the last 4 years

Visit to Rise
16:30 - 17:00

Rise operates FinTech hubs around the world, where cutting-edge startups and scaleups can connect, create and scale their businesses, backed by Barclays' global network of industry experts, mentors, investors and partners. Rise offers unparalleled access to mentorship, insights, guidance and world class facilities to accelerate businesses right in the heart of the Flatiron District at Rise New York.

Closing drinks

Add to my calendar
36 days
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For more details, contact:

Angeline.jpg (27 KB) Angeline Grandman
Head of Events
+33 1 47 42 69 77

What delegates said at #EfmaToronto17

"Very good company visits and discussions. Good networking opportunities."

Lars Linder, Head of Projects and Business Development at Customer competence center, Swedbank, Sweden

What delegates said at #EfmaToronto17

"Fantastic experience. For this conference I have learned much more than in several last months of work."

Dmitriy Metlov,Head of SME Strategy, Alfa Bank Russia, Russia

What delegates said at #EfmaToronto17

"Great speakers, relevant topics, very good discussion."

Mark Sam, Distribution and Marketing Services Consultant, Accenture, Canada

What delegates said at #EfmaCape18

"Very well organised with relevant practical industry practices."

Lance Mambondiani, Chief Executive Officer, Standard Bank, Zimbabwe

What delegates said at #EfmaLondon17

"Compact and fast learning tool for busy bankers. Great to have colleagues to share and discuss discovered ideas."

David Birman,Chief Digital Officer, Bank of Georgia, Georgia

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