Join us for the Financial Services Engagement Forum.

Learn about best practices for driving customer and member engagement, how to differentiate your financial institution in a competitive marketplace, and how to defend against disruption by creating a winning innovation strategy. A FinServ Networking & Happy Hour event will immediately follow.

Wednesday, November 13

1:00PM – 3:45PM: 2019 Financial Services Engagement Forum
4:00PM – 6:30PM: FinServ Networking & Happy Hour (Separate Location) 

DCU FinTech Innovation Center

695 Atlantic Ave 9th Floor

Boston, MA 02111

Presented by:

Hosted by:







Welcome & Opening Remarks


Beyond the Sea of Sameness with Mike O'Toole

Companies are risk averse by nature, the regulatory burden is high, and products and services sound the same. But brand matters most when the stakes are high. And for buyers who are making some of life’s biggest decisions, or companies trying to stand out in disrupted markets—when have the stakes ever been higher? Mike O’Toole will share three ways to make your brand an active driver of growth for you, and a source of problem-solving for your buyer.

2019 Financial Services Engagement Forum

1:00PM – 1:15PM


1:15PM – 2:00PM












Financial Services Executive Panel





Essential Lessons from the Innovation Economy with David Knies

Disruption in today's Innovation Economy has reached every industry - both B2B and B2C. It's a major reason why 52% of the Fortune 500 has disappeared in the past 15 years; a rate that is expected to accelerate in our technology-driven world. While every company must deal with the threat of disruption, the companies that are able to repeatedly launch winning products, services and experiences lead their industries because of consistent DNA and characteristics that can any company can learn and adopt.


Location: Trade 

540 Atlantic Avenue

Boston, MA 02210


2:00PM – 2:45PM



2:45PM – 3:00PM


3:00PM – 3:45PM










FinServ Networking & Happy Hour 


4:00PM - 6:30PM


Featured Speakers.

Sean McNair 

VP of Marketing, DCU

Sean is VP of Marketing at the largest credit union in New England and has expertise with marketing automation platforms such as Adobe, Marketo, Hubspot, and Salesforce Marketing Cloud. 

Carrie Asprinio

SVP, Head of Customer Success, Numerated

Carrie is the SVP, head of Customer Success at Numerated where she works to power the digital transformation of business lending at banks. Before Numerated, she held positions at Wells Fargo and has 15+ years of commercial banking experience.

Ted Brown

Co-Founder & CEO, Digital Onboarding

Ted has an entrepreneurial spirit and a keen interest in applying process and technology in Sales to produce consistent, predictable and profitable growth. He cofounded Digital Onboarding Inc. after leading sales at Andera, the company that first made it possible to open deposit accounts online.

Mike Mattone

VP of Marketing & Member Experience, Hudson River Financial FCU

Mike is an experienced and motivated Credit Union professional at Hudson River Financial FCU. He is dedicated to the advancement of the Credit Union Movement while continuing to grow personally and professionally within the industry. 

Mike O'Toole

President, PJA Advertising

Mike is a brand and marketing strategist with PJA Advertising who works primarily with CMOs. He is a reader, admirer of great business stories, and author of The Unconventionals: How Rebel Companies Are Changing Markets, Hearts, and Minds-and How You Can Too.

DCU FinTech Innovation Center 

The DCU FinTech Innovation Center provides seed-stage FinTech startups with mentorship, workspace, a professional network, and community. Ideal candidates for membership are small, pre-seed to seed-stage startup teams of 2-5 people focusing on FinTech. For more information visit their site

Jay Tuli

EVP of Residential Lending, Retail Banking, and Product Development, Leader Bank

Jay is EVP, Residential Lending, Retail Banking, and Product Development for Leader Bank. He also the Founder and Chairman for ZSuite Technologies, and a Board Member at MassVentures. 

David Knies

Chief Growth Officer, Essential Design - part of PA Consulting

David leads all new business, marketing, brand and corporate strategy for Essential, a Boston-based strategic design + innovation firm that is part of PA Consulting.



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