Money 2.0 Conference - Frequently Asked Questions(FAQs)

As Money 2.0 Conference is an in-person event, we are rising up to the COVID-19 challenge and are taking a host of steps to ensure adherence to safety and health regulations set forth by local and state authorities. Know More

Agenda At-A-Glance

Event Schedule

Our exciting USA edition brings to you the latest happenings in the world of money and valuable info on the changing global financial landscape. As we focus on the revival of the economy after the COVID-19 pandemic, it is essential for the community to work together and collectively look for solutions while being mindful of new laws and regulations. Keeping this in mind, we will study the arena, highlight major trends, discuss investment opportunities in real estate and emerging markets, shed light on new mortgage rules as well as the latest FinTech and LegalTech innovations that have the potential to transform businesses.

10th July, 2023 - From 08:00 AM - 06:00 PM

08:00 AM - 09:15 AM
Registration, Morning Coffee, And Refreshments

And it begins! Please make sure to stop by our Registration Desk to collect your ID badges. Grab some refreshments while you’re at it

 

09:15 AM - 09:30 AM
Curtain Raiser — Summer Edition, USA 2023

Welcoming the thinkers, doers, and leaders from the worlds of finance, corporate law, real estate, business, and beyond. With opening notes from the team, we will unveil a brand new edition of the conference and shed light on our mission and vision.

09:30 AM - 10:20 AM
Panel Discussion: The Platformication Of Banking: Emerging Legal Challenges, Markets & Changing Regulatory Landscapes

While banking platforms offer consumers many benefits, such as greater access and lower fees, they also face increasing legal challenges from regulatory bodies. We invite panelists from various backgrounds with expertise in banking regulations and knowledge of the challenges facing the banking industry to join us for an exciting discussion on this subject.

10:20 AM - 10:50 AM
Keynote: From Ecosystem Merging To M&A: The Exponential Value That People Don’t See

Successfully managing an M&A transaction requires thorough due diligence, from understanding the risks and rewards of the deal to verifying all facts and figures. By means of this session, the speaker will walk you through the complex stages and share strategies through which you can ensure successful outcomes.

10:50 AM - 11:40 AM
Panel Discussion: Future Of Legal Tech: An Opportunity To Grow Your Tech Competence

One thing is certain: LegalTech is a growth opportunity. It is changing so rapidly that it now has the potential to touch and improve every arena of legal work. If you’re thinking, how does this apply to you, don’t worry. Learn more from professionals who know it best! We have assembled a stellar panel of leaders in LegalTech to demystify what it is and what it can mean for your business.

11:40 AM - 12:10 PM
Recognition Session

Join us as we celebrate the contributions of luminaries in the industry.

12:10 PM - 01:30 PM
Lunch And Networking

This is a perfect opportunity to grow your network while enjoying a gourmet lunch. Meet new contacts and expand your personal and professional networks while learning what others are doing in their fields.

01:30 PM - 01:55 PM
Speaker Session: Managing Risk Against The Unexpected

Risk is an unavoidable part of any investment or business endeavor, which is why it is important to understand what you’re getting into and ensure you have enough capital available to handle unexpected occurrences. There are two things that can throw a wrench into even the best-laid plans: unexpected expenses and fluctuations in the value of your investments (i.e., market volatility). The speaker will discuss these factors, so you’re prepared for whatever life throws at you!

01:55 PM - 02:45 PM
Fireside Chat: The Chief Legal Counsel’s Perspective — R&D And Commercialization Of Disruptive Technologies

The legal department’s role is an important one, especially with regard to developing and commercializing disruptive technologies in the fintech space. With so many tech developments taking place, understanding the legal ramifications is becoming even more crucial. Listen to our speakers, who will share insights into how Chief Legal Counsels navigate this tricky field.

02:45 PM - 03:10 PM
Speaker Session: From An Idea To POC: Driving Innovation Within Large Companies

Legacy companies have traditionally been slow to innovate, but there is a growing trend toward empowering internal teams to bring their ideas to life. This session discusses the steps needed for a team within a large company to turn an idea into a proof of concept (POC). It outlines the importance of effective leadership, breaking complex ideas into achievable objectives, and creating cross-functional collaboration among team members.

03:10 PM - 04:00 PM
Panel Discussion: The Power Of Diversification: How CPAs Can Broaden Their Client Base

Join us for a panel discussion with an experienced group of CPAs as they break down how diversification can lead to increased profit margins and increased client satisfaction. The best part? They’re doing it all without adding a whole lot of extra work to their already-packed schedules.

04:00 PM - 04:50 PM
Panel Discussion: Credit & Underwriting: AI, Better Tools, And Fraud Prevention

The panelists will be discussing how AI can help improve decision-making for underwriters by providing them with real-time contextualized data about an applicant’s credit profile. Additionally, they will also look into tools that would help prevent fraud by detecting anomalies in credit histories while staying compliant with privacy laws.

04:50 PM - 05:20 PM
Recognition Session

This is a small initiative by the team to honor and applaud the fantastic work of a few individuals and organizations in finance, insurance, FinTech, and law. Join us as we spotlight their work!

05:20 PM - 06:00 PM
Networking Hour

With this, we come to the end of Day 1 of the conference. Use this hour to swap business cards with fellow attendees.

11th July, 2023 - From 08:00 AM - 06:00 PM

08:00 AM - 09:00 AM
Registration, Morning Coffee, And Refreshments

Get your morning coffee fix before you start another day of learning and networking!

09:00 AM - 09:50 AM
Panel Discussion: Protecting Client Data And Keeping Pace With State, National, And International Privacy Laws

This panel discussion will examine some of the most important, cutting-edge, and complex issues around data protection, with a focus on how to protect client data and keep pace with global privacy laws. The panelists will cover everything, from GDPR to blockchain.

09:50 AM - 10:20 AM
Keynote: Providing International Documentation Services: A Unique Way For Law & Financial Services Firms To Serve Their Clients

It is essential for businesses to have accurate records of their transactions across borders. But maintaining these records can be challenging if the organization doesn’t have the right team of experts working on it. This is where law and financial services firms can help as far as financial guidance and legalities are concerned. Get to know more about this arena by means of this session.

10:20 AM - 10:45 AM
Speaker Session: Holy Grail Of Investments

The key to being a good investor is finding the right balance between risk and reward. Bearing this in mind, the speaker will bring forth powerful investment and portfolio diversification strategies for all the investors in the house!

10:45 AM - 11:35 PM
Panel Discussion: General Counsel Leadership And Strategy In 2023 & Legal Applications And Modern Solutions

Managing your organization’s legal needs has become all the more challenging in today’s landscape. With mounting threats of defamation, the growing problem of fraud, and litigation issues looming over, what are the solutions available for you to be better prepared? How can you harness the latest technologies and use them in your current leadership role? The panelists in this session will discuss this subject at length.

11:35 PM - 12:00 PM
Speaker Session: Fixing The Healthcare Payment Model In The US

The U.S. healthcare system is currently experiencing significant financial strain due to the ever-increasing cost of treatments coupled with decreasing reimbursements. To fix this problem, we need a new payment model. In this session, the speaker will explain the problems with the current healthcare payment model in the United States and propose solutions.

12:00 PM - 12:30 PM
Recognition Session

A few stalwarts from the legal and finance industries will be invited to come up on stage to receive top honors for their incredible contributions.

12:30 PM - 01:30 PM
Lunch & Networking

Share your take on the previous sessions as you have lunch with industry-leading professionals.

01:30 PM - 01:55 PM
Speaker Session: Estate Planning In 2023 & Beyond: How To Prepare For What's Ahead

This session will cover everything you need to know about estate planning. The speaker, who specializes in this area and has first-hand experience dealing with these issues, will discuss the legalities involved and how to prepare for future costs.

01:55 PM - 02:45 PM
Panel Discussion: What Do Our Clients Want? Understanding And Managing 21st Century Clients

As clients become digital natives, they will increasingly demand seamless service that includes responsiveness and transparency. This panel will explore the need to update the way lawyers and financial advisors do business. Know how to anticipate client needs and next steps, and meet them where they’re at!

02:45 PM - 03:35 PM
Panel Discussion: From Associate To Equity Partner — Women Shattering The Glass Ceiling In Law & Finance

Women have been shattering glass ceilings in law and finance, yet many others find themselves challenged by a lack of mentorship, biases, and sexism. These difficulties can make it challenging for women to rise up through the ranks to partner roles. Learn from a panel of successful women, who have been there and done that, as they discuss the importance of mentorship and how to turn a good career into an excellent one.

03:35 PM - 04:00 PM
Speaker Session: Integrity-Based Human Influence – The Only Attainable Superpower

We’re all looking for ways to be more persuasive in our lives. We want people to do what we say and think what we think. And one of the best ways to achieve this goal is through integrity-based human influence. By means of this session, the speaker will share lessons learned from both professional and personal experiences, providing an inside look into what it takes to gain the trust of clients while maintaining your own integrity along the way.

04:00 PM - 04:50 PM
Panel Discussion: How AUTOMATION Is Transforming The Customer Experience In Insurance Industry

The insurance industry has traditionally relied on manual processes for handling claims and other customer interactions, but this is changing with the introduction of new technologies like AI and chatbots. These new tools allow companies to streamline their operations while providing better services to customers at lower costs. This panel will explore how this trend is changing the way customers interact with insurance companies and what this means for the future of the industry.

04:50 PM - 05:20 PM
Recognition Session

Applaud the contributions of legal and financial services experts as we award them on our global platform.

05:20 PM - 06:00 PM
Networking Hour

Bid adieu to Day 2 of the conference by catching up with delegates, exhibitors, and vendors.

12th July, 2023 - From 08:00 AM - 06:00 PM

08:00 AM – 09:00 AM
Registration, Morning Coffee, And Refreshments

Register yourself for Day 3 of the conference as you begin discussions with fellow conference mates!

09:00 AM - 09:50 AM
Fireside Chat: The Future Of Financial Services: 5G & Beyond

The financial services space has a lot to look forward to with 5G! In the future, consumers will expect low latency and high bandwidth everywhere they go. This means that banking will become more convenient with high data speeds. This fireside chat will center around what 5G means for mobile banking, personal finance, cyber security regulations, and other FinTech innovations.

09:50 AM - 10:20 AM
Keynote: The Metaverse — A Game-Changer For Personal Finance?

For decades, personal finance was dominated by paper statements and direct mail offers. Then, the internet happened! Now, there are several digital platforms and services to manage our finances, all of which are being impacted by sweeping regulatory and legal reforms. In this talk, the speaker will explore how we got to where we are today and what could happen next, now that the metaverse is here.

10:20 AM - 11:10 AM
Panel Discussion: Remote Legal Team Management In The Post-Pandemic Era

Leading legal experts and innovators from top organizations who have successfully managed or helped manage remote teams throughout the COVID-19 pandemic will share their insights and experiences. Join this conversation to hear about the potential pitfalls, challenges, and what it takes to thrive during tough times.

11:10 AM - 12:00 PM
Panel Discussion: Reading The Market's Tea Leaves For Global Slump Risks

When the markets go south, many worry that a global slump is imminent. In this session, experts will weigh in on whether these fears have any merit. Experts will look at the factors behind these uncertainties, what it means for investors, and how to position yourself for maximum returns in such an environment

12:00 PM - 12:30 PM
Recognition Session

Accompany us as we applaud and appreciate the contributions of trendsetters in law and finance.

12:30 PM - 01:30 PM
Lunch & Networking

Enjoy a delicious spread as you connect with experts at the conference.

01:30 PM - 02:00 PM
Speaker session: Future Of Payments And Banking For SMB: How To Get Ahead In The Age Of Digital Payments

We’re living in an increasingly connected world where everything is faster than ever before. Businesses are no different; they need solutions that can keep up with the pace of today’s marketplace, which means moving away from traditional payment methods like checks and ACH transfers to digital methods. But what does this mean for SMBs? How can they keep up with these changing times? The speaker will discuss these questions and more during this session.

02:00 PM - 02:45 PM
Fireside Chat: How Accounting & Audit Firms Are Meeting The Needs Of Tomorrow's Businesses

Accounting and audit firms play a pivotal role in the success of many businesses. They provide financial reporting, corporate governance guidance, and business advice. But what will the landscape look like 10 years from now? Join industry experts and peers to explore how today’s accounting firms need to innovate to meet the business needs of the future.

02:45 PM - 03:30 PM
Speakers session: What to Expect From The IRS In The Post-Covid Era

The IRS is continuing to adjust and adapt its policies in the post-COVID era. During the pandemic, taxpayers were provided with relief from filing deadlines, allowed greater access to financial services, and offered ways to quickly resolve tax-related problems. Now that the worst is over, what other changes can we expect? Attend this session for answers!

03:30 PM - 04:10 PM
Fireside Chat: Navigating The Maze Of Immigration Options For Professionals Today

When thinking about immigration law, there are so many options to consider! And while there’s no one-size-fits-all solution, knowing your options can help make things easier. The speakers in this session will start off with a general overview of immigration laws and then move on to discuss the different types of visas available depending on the profession. Finally, they’ll wrap up by providing some resources that can help you through the process.

04:10 PM - 04:50 PM
Fireside Chat: Data Mining & eDiscovery — Can Financial Services Professionals Benefit From LegalTech?

When thinking of industries with lots of data to sift through, it doesn’t take long to think of financial services. Here, speakers will discuss data mining and how it can be used to make strategic decisions, eDiscovery and how to prepare for litigation, and what best practices to use when managing sensitive data.

04:50 PM - 05:20 PM
Recognition Session (Virtual Awardees)

Celebrate the exemplary work of a few incredible experts with us! With this, we wrap up the Winter Edition of our conference.

05:20 PM - 06:00 PM
Vote Of Thanks

After three incredible days of knowledge-sharing and networking, we have come to the final leg of the conference. As you part ways with your peers, remember to leave them with a lasting impression and make sure that you reach out to them once you’re back home!