INNOVATIVE SPEAKERS WHO WILL CHALLENGE YOU TO LOOK BEYOND THE NUMBERS.
2023 Keynote Speakers
Dr. Leda Glyptis
Advisor, Author, NED
Leda is a seasoned fintech executive and former banker, with a career spanning two decades working in transformation and technology functions across a variety of financial services verticals.
Leda works as an advisor to boards and executive teams for companies of all sizes, from young startups to globally significant financial institutions, supporting leadership teams in transition: be it a process of transforming themselves, their business or their software infrastructure.
Leda served as the Chief Client Officer of 10x Banking and the founding CEO of 11:FS Foundry (both in the cloud-native core banking space); she was the Chief Innovation Officer of Qatar National Bank and held a variety of innovation and transformation roles at BNY Mellon.
Leda sits on the board of Flagstone IM. Over the years, she has held a number of NED positions in fintech firms in Europe and the UK including chairing the Board of Geophy (now a Walker and Dunlop company) through its successful exit.
Leda is a frequent keynote speaker at flagship industry events globally including Sibos, M20/20, Finovate as well as specialist regional events; she is the author of the highly acclaimed #LedaWrites column on Fintech Futures and the book ‘Bankers Like Us: Dispatches from an Industry in Transition’ published by Taylor and Francis in 2023.
Leda completed her undergraduate studies at King’s College Cambridge and holds an MSc and PhD from the London School of Economics and Political Science.
Optimist Instructor, Simon Sinek
Everything Matt Dunsmoor does is designed to help leaders and organizations be more intentional with their choices. He’s obsessed with exploring the future of work and what’s possible when organizations sit on the foundation of a strong, values-based culture. He imagines a world in which workplaces are intent on creating powerful, supportive cultures so that people can focus on living a balanced life. He lives for “A-ha!” moments and loves celebrating the growth of others.
Matt's passion really took flight in 2015 when he attended one of Simon’s WHY Discovery Workshops. After experiencing the process and seeing the impact it had on him and his colleagues, he advocated adopting Simon’s methods into their company culture, eventually becoming a workshop facilitator and trainer himself.
In the years since, Matt has traveled the world, sharing Simon’s concepts and his own insights to help teams and leaders clarify their WHY. He aims to equip his clients with the tools to develop their leaders and company cultures into those reflective of this newfound clarity.
As an Elder Millennial, Matt sits at the cusp between Gen Y and Gen Z, allowing him to relate with groups that span the generational divide. The same can be said about his diverse professional background which includes experience in marketing and sales, software product management, customer service, and organizational governance consulting. During his time working with companies to restructure their organizational governance, Matt helped his clients implement practices such as self-management and Holacracy.
Matt has not only worked with global organizations with employees in the hundreds of thousands, but he is also a small business owner and founder, so he has seen firsthand how this work can impact organizations of all sizes and stages.
CEO, Coaching and Positive Psychology (CaPP) Institute
Valorie Burton, a life strategist and international speaker, is CEO of the Coaching and Positive Psychology (CaPP) Institute. Her life-changing message has an intriguing, research-based emphasis in the pioneering field of applied positive psychology – the study of what happens when things go right with us.
Her company provides coaching, coach training and resilience training and has served clients in all 50 states and 20 countries on six continents. Since 1999, she has written 13 books translated into multiple languages, including Let Go of the Guilt, It’s About Time, and Successful Women Think Differently.
She has appeared regularly on the TODAY Show, CNN, Dr. Oz, and in Essence, and has spoken for hundreds of organizations around the globe. She was named one of the top 60 motivational speakers in America and one of the Top 100 Thought Leaders in the field of personal development.
She and her husband Jeff live on a ranch south of Atlanta with their children. Get inspired with her videos, podcast and writing online at www.valorieburton.com.
Chief Experience Officer, Amplify Credit Union
Stacy Armijo is Chief Experience Officer for Amplify Credit Union, which stewards almost $3B in assets under management with operations in Austin, Texas, and members across the state for its mortgage, retail and commercial banking offerings. Stacy’s responsibilities include Marketing, Retail, Payments and Talent. Collectively, those comprise the Experience function for the credit union, weaving together the teams who shape Amplify’s promises to its members, employees and community, with those who keep them.
Stacy joined Amplify in 2018 and has a background in public relations and marketing, having spent 17 years as a leader in a regional PR & marketing firm in Texas. She was active in the marketing profession, including serving as the national Board Chair for the American Marketing Association, among other local and national roles over 15+ years. In addition, she was an instructor for three years at the University of Texas at Austin, teaching “Strategies in Public Relations,” and most recently, she graduated from the Southwestern Graduate School of Banking (SWGSB) at SMU in Summer 2023.
Beyond her profession, Stacy is involved in various aspects of the Austin community and has been named a “Woman of Influence” by the Austin Business Journal. Currently, she serves as an Executive Board Member for the Austin Chamber of Commerce and as a Member of the Austin Area Research Organization. In addition, she is a member of The Legacy Circle for The New Philanthropists, the Leadership Circle for Communities in Schools of Central Texas and the Vision Council for Leadership Austin. Previously, she was a Board Member for Communities in Schools of Central Texas and Board Chair for the American Red Cross of Central Texas. Stacy is also a graduate of the Emerge and Essential programs of Leadership Austin and was a Trusted Advisor for Vistage International for 10 years.
Stacy earned a bachelor's degree in public relations from the University of Texas at Austin and speaks regularly about cross-functional collaboration, leading from every seat, community service and more. Beyond work and community endeavors, Stacy is a proud mom to two boys, ages 13 and 9, and she loves exploring Austin’s dining scene and making new cocktails for friends as an amateur bartender.
Chief Technology Officer, Q2
His conviction that technology can and will change the lives of people, businesses, and financial institutions everywhere sets Adam apart from other chief technical officers. He pours himself into developing talented, curious, and creative self-starters willing to tackle technology in new ways. Adam creates and coordinates Q2’s technology strategy while supporting the teams responsible for customer satisfaction and technology innovation.
Adam brings years of technology and software management expertise to Q2, including his management role at CipherTrust, the leading provider of enterprise class email security solutions, where he was the vice president responsible for product development, customer support, and professional services. Adam also made distinct contributions to Q UP Systems and Servana.com as vice president of internet operations, and was the chief network engineer for Harte-Hanks Response Management.
Adam holds a Bachelor of Science in economics from Indiana University and has completed graduate work in computational economics at the University of Texas at Austin.
SVP of Customer Success, Q2
As SVP of Customer Success at Q2, Katharine is responsible for nurturing and growing customer relationships. Her team serves as a trusted advisor and advocate for our customers – ensuring our customers receive measurable and growing value from licensed Q2 solutions as well as unlocking the value of Q2’s product roadmap.
Most recently, Katharine served as General Manager for Q2 PrecisionLender, where she led all aspects of Q2 PrecisionLender business in North America as well as the combined Q2 Cloud Lending and Q2 PrecisionLender sales and customer activities globally. Before joining Q2, Katharine served as chief operating officer for a Blackstone specialty lending company. She has also held leadership roles with BlackRock’s Financial Markets Advisory group, an NYSE REIT, and began her banking career as a Commercial Real Estate Relationship Manager at First Union (now Wells Fargo).
Katharine graduated from Washington and Lee University with a Bachelor of Science degree in finance and accounting and is a CPA.
As President, Kirk Coleman leads day-to-day operations, including marketing, sales, product, engineering, hosting, infrastructure, delivery and support. He is responsible for executing on Q2’s strategy to meet increasing customer demand for Q2’s comprehensive digital banking and lending solutions.
Prior to joining Q2, Coleman founded Centerline Advisors in July 2020 with the mission of helping mid-sized financial institutions and fintechs develop actionable strategies. Previously, he served as a senior executive with Texas Capital Bank for five years, responsible for Service, Operations, Technology, and Strategic Planning. Coleman also had a successful 20-year career at Accenture where he served as Managing Director (Partner), devoting the majority of his time to developing and managing banking clients. In addition to his client responsibilities, Coleman worked across multiple specialties, including Core Banking and Front Office transformation (Marketing, Sales and Service), holding several leadership roles within the North America Banking practice and the Dallas office.
Coleman earned a degree in Economics from Baylor University where he served on the Advisory Board of the Hankamer School of Business and is an investor with the Baylor Angel Network. Coleman also served on the Information Technology and Operations Management Advisory Board at Southern Methodist University and currently serves on the advisory board for the Mid-Size Bank Coalition of America.
A visionary leader known by Q2 team members and customers alike for his authentic, engaging, and quick-witted communications style, Matt is committed to Q2’s mission to build stronger communities by strengthening their financial institutions. He values direct engagement with customers and prospects and leverages his inquisitive nature to uncover innovative ways to improve the Q2 organization.
Matt has made significant contributions to Q2’s growth, strategic direction, and mission-driven culture. He was instrumental in driving Q2’s growth from a startup to a publicly-traded company with a global workforce, more than a thousand financial institutions across the globe, and a market capitalization exceeding $4 billion.
He is a veteran of the financial services industry with more than 20 years of professional experience, 15 of those years with Q2. In addition to his role as CEO and president, Matt serves on the Q2 Board of Directors.
A graduate of Baylor University, Matt is a recipient of the esteemed EY Entrepreneur Of The Year® Award and was also recognized as a National Finalist. He is currently a member of Dell Children’s Hospital Board of Trustees and serves on the board of directors of payment solutions company AffiniPay.
SVP COO & National Sales Director Corporate Banking, Citizens Financial Group
Rosanne Kern is Senior Vice President and COO & National Sales Director of Corporate Banking for Citizens Bank. Corporate Banking, the largest division in the Commercial Banking group, holds $65 billion in loan commitments and $32 billion in deposits, generating approximately 55% of annualized Commercial Banking revenue.
As the COO and National Sales Director of Corporate Banking, Kern is responsible for the day-to-day operations of the division, strategy of the banker coverage model and go-to-market vision, sales enablement design and support for the bankers and project management for enterprise-wide initiatives.
Rosanne previously held the position of the Chief Financial Officer for the Corporate Banking, CRE and Portfolio Management divisions within Commercial Banking at Citizens prior to her recent role as COO & National Sales Director. [Text Wrapping Break]
Kern joined Citizens in 2011 to help lead the RBS Transformation project for the Citizens division. Then moved on to be part of the Commercial banking finance team as the Chief Financial Officer for the Middle Market division of Corporate Banking.
Before joining Citizens, Kern held several finance positions at Bank of America (via Fleet acquisition), JP Morgan and AIG. Kern is a graduate of Scranton University, where she received a B.S. in Finance and a minor in History. Rosanne currently resides in Lincoln, Rhode Island and works in the Boston office of Citizens.
Seacoast Bank, Chief Operations & Technology Officer
Jeffery “Jeff” Lee was appointed Executive Vice President and Chief Operations and Technology Officer in July 2022. Jeff’s role encompasses the bank’s operations, technology, and data analytics. His teams work to create world-class experiences for our customers by better integrating the tools, information, and capabilities into Seacoast’s business processes to execute a broader strategy to create even more value for our customers.
Prior to his current role, Jeff served as Chief Digital Officer since April 2019, and Chief Marketing Officer after joining the bank as Vice President, Digital Projects in May 2013. He has over 20 years of marketing, analytics and digital experience.
Jeff is a graduate of the University of Florida’s Warrington College of Business where he earned his MBA.
FSVP, Head of Digital Products, Valley Bank
Information coming soon!
Chief People Officer, Q2
For more than 20 years, Kim has cultivated a broad range of professional experience. At Q2, she serves as the Chief People Officer, where she leads the human resources and corporate services organizations with a focus on enabling growth, development, and experiences for Q2’s mission-driven teams.
Kim’s human resources experience spans an array of industries, geographies, and company sizes, with an emphasis on creating, building, and restructuring organizations through intense business change and growth. Prior to being named Chief People Officer, Kim served as Q2’s executive vice president, people and senior vice president of human resources. Before joining Q2, Kim served as vice president, talent at SunPower, a global provider of residential and commercial solar energy solutions where she also held leadership roles in a variety of human resources functions, notably in culture transformation, talent management, talent acquisition, and business partnership. Kim has also held leadership roles in human resources and talent acquisition at companies including Dell, The Home Depot, and AutoTrader.com.
Kim holds a Bachelor of Science degree from Texas Tech University and lives in Austin, Texas, with her family.