Finance strategy 12 min read

12 US finance conferences to attend in 2022

Jocelyn Ho

After two years of postponed and virtual-only events, in-person conferences are finally making a steady comeback. 

From banking and retailers, to private equity and payments – the pandemic has forced fintechs and financial institutions to adapt their services and platforms faster than ever before. 

The challenge to meet consumer demands in an increasingly digital-first world is complex, but also exciting

We’ve listed 12 finance events in the US that provide unique opportunities to network, discover new innovations and strategies, and gain insights from leading industry experts. 

Some of these exchanges are also hybrid events - a mix of live and virtual content that increases accessibility for everyone. We’ve also curated lists of 2022 finance events in Europe and London, for those interested. 

Whether you’re a company promoting finance and fintech products, or a finance leader looking to exchange ideas, there’s something here for you. Let’s take a closer look!

 

New call-to-action1. AI in Finance Summit

ReWork’s AI in Finance Summit is the best place to learn about the latest in AI & machine learning tools and techniques from the world's leading innovators. Expert speakers and attendees are key players in the industry, as well as research and financial sectors of AI.

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Discover the latest in artificial intelligence and deep learning in the financial services industry with the summit’s robust program:

  • Cross-industry learnings & collaboration across multiple speaker stages
  • Discuss industry challenges with fellow professionals in round table discussions, Q&As with speakers, or schedule 1:1 meetings
  • Build new collaborations through interactive networking sessions

Can’t attend in-person? You can also register for virtual access to watch the presentations and panel discussions in your own time.

Key Themes:

  • Deep learning, reinforcement learning, NLP
  • Financial forecasting
  • Wealth management
  • Portfolio optimization
  • Chatbots & robo advisors

When: April 21-22, 2022

Where: Hybrid event with venues in New York

To register: Event website

2. CFO & COOs Forum by Private Equity International 

The annual meeting for C-level executives in New York, the CFOs & COOs Forum provides high-value content and networking with leaders in the private equity sector.

This year’s forum will feature an impressive line up of keynote speakers, panels, working groups, live Q&As, think tanks, and lunch chats.

Finance and operations executives can expect key insights that will help optimize their own processes and practices in firms.

If you work in private equity leadership and want to join a community in addressing pivotal issues in the PE industry, this is the perfect event for you.

Key themes:

  • Redefining the CFO and COO role
  • Valuation methodology
  • Hybrid work environments
  • SPACs and fundraising

When: April 27-28, 2022

Where: Sheraton New York Times Square Hotel, New York

To register: Event website

3. Blockchain Expo North America 

The Blockchain Expo will explore the growing potential and real-world impact of blockchain worldwide.

Organizers are expecting 5000 attendees and more than 230 speakers from key players across different industries like Meta, Johnson & Johnson, and Pfizer. 

Register earlier for discounted tickets, and get ready for expert key notes, interactive panel discussions, and plenty of networking opportunities.

This year’s conference will include sessions on:

  • A Tidal Wave of Disruption – Connecting New Technologies Within a Blockchain Context
  • Green Blockchain – Making a Blockchain Network Net Positive for the Environment
  • The World of NFTs

When: May 11-12, 2022

Where: Santa Clara Convention Center, California

To register: Event website

4. Fintech Talents North America

Eager to network with and learn from talented innovators and change-makers in the fintech industry? The Fintech Talents North America brings together such a community every year.

Diverse financial professionals from a wide range of organizations (from credit unions and community banks, to tier one financial institutions) join global tech providers to exchange experiences and ideas on industry trends. 

Compared to more niche finance events, this conference welcomes some of the most diverse communities in fintech and financial services. It’s a great opportunity to hear from and engage with different expert speakers and expand your professional network.

Key Themes

  • Industry trends: data privacy, fintech wellness, sustainability
  • Credit union/community bank
  • Industry challenges: crypto, climate tech

When: May 12, 2022

Where: Hybrid events online and in New York City

To register: Event website

5. Lendit Fintech USA

Founders and execs from Goldmach Sachs, Visa, Upstart, and more will join the line up of 250+ speakers at the 2022 edition of Lendit Fintech. The program will cover trends on banking, fintech, crypto and DeFi.

The venue’s huge 165k feet² expo hall is also the perfect place to promote your business and network with your target audiences and drive new leads. Gain new perspectives and take away insights to apply to your own teams and work processes. 

With a focus on innovation in finance, Lendit Fintech also hosts curated networking sessions for attendees to make the most relevant connections. From hosted banks and credit unions, to investors and VCs, this could be your next partnership or collaboration in the making. 

Key Themes

  • Digital banking and building a neobank from scratch
  • Innovations in bitcoin
  • The evolution of lending tech and ecosystem

When: May 25-26, 2022

Where: Javits Center, New York City

To register: Event website

6. Finovate: San Francisco & New York

Finovate is hosting two major fintech events in 2022, one on each coast of the US. The spring event will be hosted in San Francisco, and the fall event in New York City. 

Feature keynote speakers will cover all topics and news on the fintech ecosystem, including how current events are affecting the industry and its adoption of new technologies. 

The conferences both highlight new fintech innovations, from startups and established companies alike. Attendees get access to a full demo of these curated technologies, providing a more thorough experience to determine if it's a right fit for your business. 

Make valuable connections with fintechs, platform players, financial institutions, regulators and investors with direct networking sessions.

Another bonus: early stage fintech startups can attend the event for a discounted rate.  

Finovate Spring: San Francisco

When: May 18-20, 2022

Where: Hybrid event and San Francisco, California

To register: Event website

Finovate Fall: New York City

When: September 12-14, 2022

Where: Hybrid event and New York City

To register: Event website

7. Gartner CFO & Finance Executive Conference

Gartner’s annual CFO & Finance Executive Conference brings together finance leaders from across North America. 

This year’s event will cover the CFO finance executive’s changing roles in business growth strategy, and meeting growing demands from stakeholders. 

Gartner’s speakers are financial analysts and VPs providing deep insights into the ongoing digital transformation of the financial services sector. 

Major issues like rising inflation, supply chain constraints, the talent war, ESG demands, and regulatory uncertainty will also be discussed, and insights on how to handle them.

Conference Tracks:

  • CFO’s Role in Leading Digital Growth
  • Build a Finance Function for an Autonomous Future: Talent, Structures, and Providers
  • Build a Technology Roadmap with the Latest Innovations in Finance
  • Design Agile & Predictive Processes

When: June 6-7, 2022

Where: Gaylord National Resort & Convention Center, Maryland

To register: Event website

8. Digital Banking by American Banker 

This conference is hosted by the American Banker organization, attracting more than 1000 banking professionals from across the USA each year. The majority of attendees are senior executives and decision-makers from banks, credit unions, fintech start-ups, merchants, and regulators.

This year’s keynote speakers are Tim Welsh, Vice Chair of Consumer and Business Banking at U.S. Bank, and Erik Qualman, digital leadership expert and author of Socialnomics

The principles of banking and digital experiences come together at this conference, with engaging product demos and interactive panels. Topics range from optimizing customer experiences with UX/UI to the latest insights on banking regulations and technologies. 

Key Themes:

  • Safe self-service solutions in banking
  • Customer data platform (CDP) implementation
  • Acquisition and retention of new customer generations 

When: June 13-15, 2022

Where: Hilton, Austin, Texas

To register: Event website

9. FiNext Conference 

This is part of a series of FiNext events taking place around the world each year. This year will also see events in Dubai and San Francisco. The event is separated into two main proceedings: a conference and an award ceremony. 

The conference features a range of interesting discussions on trending topics in financial technology and modern banking. The awards will celebrate companies and individuals leading the future of finance.

Attendees include fintech startups, investors, banks, service providers, and blockchain lovers. Join the conference for live networking opportunities or to showcase your business and reach new prospects in the expo hall. 

Key themes

  • Future of financial services with AI, ML, & fintech
  • New efficiencies in blockchain technologies
  • Cybersecurity, cyber compliance, and the future of money

When: July 14-15, 2022

Where: Hyatt Regency San Francisco Airport, San Francisco, California

To register: Event website

10. FTT Embedded Finance 

The world of financial service providers is evolving rapidly. This is a one-day virtual event dedicated to exploring the state of embedded finance–and what that means for the future of the industry.

FTT Embedded Finance reunites financial and non-financial enterprises that are driving profound change and technology innovation across the industry. Engaging content sessions and interactive networking will be hosted online. 

The virtual agenda will break down and analyze all aspects of embedded finance. As FTT Embedded Finance puts it, “Meeting customers – wherever they are – and providing them with near seamless access to a broader range of tailored financial products and services is a vision whose time has come.

Key Themes

  • Banking services and the customer experience outside financial institutions
  • Competition & collaboration in the embedded finance ecosystem

When: September 21, 2022

Where: Virtual exclusive event

To register: Event website

11. Money 20/20

With more than 8000+ attendees from 2800+ companies in 2021, Money 20/20 brings together the biggest players in the US financial services and fintech community every year.

This is the place to network with industry executives, form new partnerships, and gain new insights. Meet professionals and experts in every sector, from digital and traditional banks, big tech and retailers, to bitcoin/blockchain, robo advisors, and payment processors.

Companies of all sizes participate, from global tech leaders to early stage startups. You can even download their complete list of 2022 attendees. Money 20/20 is your opportunity to dive into the latest trends and issues faced by the fintech ecosystem. 

Key Themes:

  • Sustainability and ESG
  • Cryptocurrency and cybersecurity
  • Web3 and DeFi

When: October 23-26, 2022

Where: The Venetian, Las Vegas, Nevada

To register: Event website

12. CFOConnect

If you’re a finance leader looking for an online community of like-minded experts to exchange with, CFO Connect is for you. In addition to regularly scheduled hybrid events in Europe, events are planned in the coming future for San Francisco. 

CFOConnect provides valuable content and resources to finance leaders all over Europe and the US. These resources can be accessed virtually and the exclusive Slack community enables members to connect instantly with relevant profiles. 

The community is open to experienced finance professionals – not just CFOs – and those looking to become CFOs as a next career move.

CFOConnect events focus on one key topic per session, with two to three industry experts sharing their own experience and offering guidance to attendees. Recent events have covered:

To view events and join the community: CFO Connect website

Explore the fintech ecosystem with finance events in 2022

Driving growth in finance requires more than number crunching. True innovation comes from new perspectives and idea exchange, not just optimized spreadsheets and data. 

Whether it’s an in-person, hybrid, or virtual gathering, there’s lots to learn and even more people to meet and connect with. And of course, we’d love for you to join CFO Connect. So get out there this year, and get inspired with the latest trends and insights from the wider fintech community! 

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Jocelyn Ho

Jocelyn Ho is the founder of Newlance Consulting, a digital marketing consultancy in Paris. She's also a regular contributor to Spendesk as a part-time member of the marketing team.