Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Wednesday, June 1, 2022

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)

Curriculum

It’s not news anymore that fintech startups are set to disrupt the financial industry. However, instead of sending the whole banking reality into chaos, there is real ground for collaboration between fintech companies and traditional financial institutions. The question isn’t whether these new disruptions will transform banking — because they have already started doing so — but rather how to collaborate and partner more successfully within the new financial ecosystem. 


The recommended strategy is partnership instead of competition. What is the potential framework for this collaboration? This presentation will focus on various aspects to consider when traditional financial institutions and fintech companies assess each other for a collaborative effort to address customers’ needs. 

Instructor

Principal - Wipfli CPAs and Consultants

Marcie Bomberg-Montoya, OCI, OEI

Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations and financial technology (fintech) companies. She believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and throughout her clients’ future planning.

Credits

1.0 CPE Credits & 1.2 AAP Credits