Decorative Cover Photo Image
FinTech Symposium
powered by CommonWealth One Credit Union

February 28, 2025
8 A.M. - 4 P.M.
Hartman Hall Forum (room 2021)

Whether you are a student eager to delve into the world of fintech, a professional looking to expand your network or simply curious about the latest trends and innovations, the FinTech Symposium offers something for everyone. Join us for this unique opportunity to connect with the brightest minds in the industry and gain valuable insights into the future of financial technology.

Open to JMU students, alumni and community members who are interested in or employed in the fintech space.

Register here

Keynote Speaker

Professional headshot of Charles Potts wearing glasses and a light blue blazer with a checkered pattern.Charles E. Potts is the executive vice president and chief innovation officer for the Independent Community Bankers of America® (ICBA).

In this role Potts drives ICBA’s innovation initiatives, and financial technology strategies, working with ICBA leadership to develop impactful, value-added solutions that help community banks seize new market opportunities to meet customers’ evolving financial services’ needs.

Potts’ extensive experience in banking and financial service firms provided the background he needed to start, co-found and lead various fintech start-ups including digital banking, mobile engagement, financial management and payments providers. Many had successful exits via IPO’s or acquisition via strategic acquirers.

A frequent speaker at national trade shows and conferences, Potts previously served as executive managing director at First Performance Global, where he led international business and corporate development activities for its card-control and fraud alert platform. Before that he served as CEO for NetClarity, a start-up in the University of Florida’s Business Incubation Hub. Prior to ICBA, he worked at the Advanced Technology Development Center (ATDC), leading the fintech practice where he mentored startups as part of the Georgia Tech-based incubator.

Charles attended the Georgia Institute of Technology, did his graduate studies at Georgia State University in Atlanta and attended the Graduate School of Banking at LSU.

Time Event
8:00 - 9 a.m.

Continental Breakfast

8:55 - 9:05

Welcome message

  • Suzanne Bergmeister, Executive Director, Gilliam Center for Entrepreneurship
  • Jeff Harper ('87), Chief Growth Officer, Fintegrate Tech
  • Mike Busing, Dean, College of Business
9:05 - 9:35

Opening Keynote - Charles Potts, EVP and Chief Innovation Officer, ICBA

9:40 - 10:25

JMU Women in FinTech Panel

  • Kim Snyder ('92), CEO/Founder, KlariVis Inc.
  • Jennifer Addabbo ('02), CEO and Co-Founder, engageFi
    • Moderator: Hui Sono, PhD., Academic Unit Head & Professor of Finance
10:30 - 11:20 

FinTech OG Discussion: Investment Bankers

  • Rick Kushel ('88), Co-Founder and Managing Partner, Fintop Capital
  • Steve Hufford ('81), Senior Managing Director and Head of Investment Banking, Raymond James
    • Moderator: Charles Potts, EVP and Chief Innovation Officer, ICBA
11:30 - 12:30

Lunch Buffet and Networking

12:35 - 12:50

Madison Investment Fund

1:00 - 1:55

Afternoon Keynote - Riding the New AI Efficienty Wave

2:00 - 2:15

Break with snacks and networking

2:20 - 3:45

Careers in FinTech/ Banking/Credit Unions

  • How the heck did I get here?
  • Josh Ridgway ('20), Channel Sales Manager, Allied Payment Network
  • Mark Dreux, Global Financial Services Leader, ID Dataweb
  • Sanjay Bhaskar, Chief Revenue Officer, Revio
    • Moderator: Jeff Harper

How technology helps the world

  • Thomas Rea ('07M), Bank of the James
  • Jeff Klein (’99), SVP and Chief Lending Officer, CommonWealth One Federal Credit Union
  • Cary Ayers ('99), Senior Vice President, Atlantic Union Bank
    • Moderator: Jeff Harper
3:45 - 4:00

Closing remarks 

  • Suzanne Bergmeister, Executive Director, Gilliam Center for Entrepreneurship

Back to Top