03-15-2023 Fintech Presents: Annual Trends in Fintech 2023

Wednesday, 4:00 pm - 6:00 pm

Zoom Meeting


Zach Anderson Pettet — Content Director, Money 20/20

Ellen Carney — Principal Analyst, Forrester Research
Matt Canzoneri — Chief Executive Officer, Dwellwell
Ed Mercier — President, RetireOne

Time: 4:00 pm - 6:00 pm
Add to Calendar 03/15/2023 4:00 PM 03/15/2023 6:00 PM America/Los_Angeles Fintech Presents: Annual Trends in Fintech 2023 Zoom Meeting CFALA info@cfala.org false MM/DD/YYYY

A FinTech Advisory Council Sponsored Event

Get ready for the future of finance and investing as Fintech funding dollars reach 22% of all VC dollars invested in 2023! Discover the latest trends in Fintech, Insurtech and Proptech, including the use of AI and machine learning, digital platforms, and cutting-edge technologies. Join us as our panel of experts in the field discuss the future of the industry and ways in which technology is transforming every corner of finance and investing.

Breakout room discussions will follow the presentation for networking and attendee questions.


Zach Anderson Pettet | Money 20/20 is a premier global stage for fintech content, sales, and networking. He also hosts the For Fintech's Sake Podcast and has a decade of experience in fintech startups and banking. He co-founded V-Sum, held executive roles at NBKC Bank, Fountain City Fintech Accelerator and Fintech Strategist, and has a Bachelor's degree in Entrepreneurship at the University of Missouri. He has been recognized as Ingram's Magazine 20 in their 20's and Techweek 100. Back To Top ^^


Ellen Carney | Ellen is a Principal Analyst serving financial services technology decision makers in roles such as CIOs and Enterprise Architects in insurance and wealth, investment, and asset management industries. Her research focuses on the technology decisions that financial services firms are investing in, including core platforms modernization and replacement and the integration of emerging technologies with legacy systems to drive better digital experiences and improved operational efficiency.
 Back To Top ^^

Matt Canzoneri | Matt Canzoneri has spent his career in tech, venture capital, and private equity. He was the first hire at Preact (acquired by Spotify in 2016) where he developed, executed, and operationalized the go-to-market strategy. Post-acquisition, he got his MBA from Northwestern while working at multiple VC firms. He then spent 2 years at a private equity firm that acquires VC-backed startups and transforms them into profitable companies.Back To Top ^^

Ed Mercier | RetireOne partners with insurance companies to design, distribute and administer high-value, commission-free advisory insurance solutions for clients of RIA firms. Their proprietary back-office technology, R1CE, also enables insurance companies to unbundle the insurance protections from the underlying investments offered by traditional annuities. Ed brings more than 25 years of experience spanning investment and insurance products, including sales, distribution, clearing, and general management. He has held multiple senior leadership positions at Charles Schwab. Ed received a BS in Economics from the University of San Francisco. Back To Top ^^


Registration Fees
$0 (Members) | $20 (Non-Members)

Registration is now CLOSED

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If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

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CFA Society of Los Angeles
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Sherman Oaks, CA 91423

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Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org.
AJ Mildenberg, CFA
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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