AIR’s leaders are popular keynote speakers, addressing thousands of people annually throughout the world.

Upcoming Speaking Events

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Aite Group’s Financial Crime Forum

Chaos and uncertainty spell opportunity for criminals, and organized crime rings continue to exploit the vulnerabilities exposed by the pandemic. As the global ecosystem gradually moves toward a new normal, financial services firms must rapidly adjust to emerging fraud and financial crime attack vectors. At the same time the pandemic has accelerated adoption of digital channels and services, driving new opportunities for both financial services firms as well as the fraudsters. David will join a panel 'Machine Learning - Turbo Charge your AML monitoring.'

  • 09/15/2021
  • Virtual
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Banking on Data: Great Possibilities, Great Responsibilities

This is the 5th webinar in the FDIC's "Banking on Data: Great Possibilities, Great Responsibilities" series. The theme of the webinar is 'Improving Financial Regulation (RegTech/SupTech).' State, national, and international perspectives on technologies that support regulatory agency functions, regulatory frameworks and processes, and innovations in the financial regulatory domain. How can new technology enable innovation that leads to better outcomes for consumers, banks, and regulators? Join Jo Ann for a great conversation!

  • 10/21/2021
  • Virtual
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SCxSC 2021

SCxSC which stands for “Synergistic Collaborations by the SC”, is an interactive platform for discussions and exploration of new and evolving digital trends. It is hosted by the Securities Commission of Malaysia. Jo Ann will be a part of the program this year.

  • 10/26/2021
  • Virtual
More details to come

2021 Speaking Engagements

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Aire Talks

Credit innovation: the tips, tricks and cheat codes to get you there faster. Widely discussed yet rarely achieved, what does it take to really deliver meaningful innovation in credit for consumers today? From setting up innovation divisions to the embedding of brand new lending and analysis techniques across big business, what can we learn from their diverse experiences - particularly in relation to credit decisioning and the credit application process? Why and when should you innovate? Does the term still stand true in today’s market and if so important, what innovation are we likely to see next within the US credit system?

09/14/2021

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ING Safe & Compliant Digital Series: Power of the Ecosystem

The Ecosystem plays an important role in shaping the RegTech agenda and it is often seen as the key enabler to unlocking true value across the financial service landscape. But what does the end game look like? Do our ecosystems need to be more interconnected? What are the major market shifts happening across the world, and is there an ecosystem imbalance that needs to be addressed? The audience heard from the major ecosystem builders across Asia, EU, and Americas on what’s really happening. Jo Ann joined as a panelist during this session.

07/07/2021

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Fintech: A Bridge to Economic Inclusion

Fintech offers exciting new opportunities and poses potentially serious challenges. As we increasingly embrace innovative new technologies in our banking system, how can we make certain we include everyone—particularly consumers and small business owners who are currently disconnected from the financial system? Thought leaders in banking, fintech, and economic inclusion, including FDIC Chairman Jelena McWilliams came together for this important event.  The FDIC’s Chief Innovation Officer Sultan Meghji also shared his vision on how technology can drive economic inclusion and the role of the FDIC’s tech lab, FDiTech. Jo Ann participated in a panel session.

06/29/2021

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ABA Regulatory Compliance Conference

Banks are operating in a unique environment, and compliance professionals may need to recalibrate their approach. ABA’s Regulatory Compliance Conference provided in-depth regulatory analysis, benchmarking data from across the industry, and practical implementation strategies for current compliance challenges. Respond to today’s shifting compliance landscape and plan for what’s next. This event was a source for the national conversation on compliance—delivering late-breaking updates and insights from dependable experts. Jo Ann gave a keynote speech on 'The Future of Regulation: The Revolution is Here.'

06/23/2021

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Economic Times BFSI Tech Leaders Virtual Summit

The Economic Times BFSI Tech Leaders Summit helps to understand how business leaders use technology in every form to help organizations tackle the industry challenges and embrace digital transformation to cater to demanding needs of their customers. The summit discussed the unique technology capabilities being adopted to innovate faster and enhance flexibility along with agility and scalability. Jo Ann gave a keynote address on 'The Master Plan: The Outlook and New Age Strategies for a Robust Regulatory Technology.'

06/23/2021

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FinCrime World Forum

FinCrime World Forum brought together a globally engaged audience to discuss, challenge, debate and address how we can make the world a safer place. Jo Ann joined the panel 'Pushing for the RegTech Revolution Removing the barriers to adoption in FinCrime,'

06/22/2021

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Fintech South 2021

Fintech South 2021 was a virtual summit with its nexus in Atlanta, a global financial technology hub that is home to more than 170 fintech companies. The Fintech South team joined together on June 22-24 to host 2,000+ fintech leaders from around the world for 3 amazing days of content and experiences designed to help drive business success and thrive in the next normal. Jo Ann opened a Deep Dive session, moderated a fireside chat with Sultan Meghji of the FDIC, and also gave closing remarks alongside David.

06/22/2021

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RegPac RegTech Summit 2021

The RegPac RegTech Summit is designed to help build your business and understand how the implementation of AI is critical in today’s world. Join the Summit and learn about hot topics on using Artificial Intelligence to grow your business, save costs, reduce risk, and many more! Jo Ann participated in the pane session 'The industrial journey to AI adoption under proper governance.'

06/16/2021

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Expert-in-the-Loop Forum by Compliance.ai

The Expert-In-The-Loop Forum by Compliance.ai is the industry’s only event specific to Regulatory Change Management for the BFSI industry. The event that brings together risk and compliance management executives and leaders from regulatory agencies that focus on regulatory concerns of BFSIs. The EITL Forum provided an opportunity to make new connections, share best practices, and discuss regulatory directions and trends. Jo Ann was interviewed by Kayvan Alikhani, CEO of Compliance.ai.

05/25/2021

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BAI Compliance Executive Roundtable

As compliance leaders continue to play a more visible and integrated role within their financial organizations, the ability to tap into expertise and experiences from peers and other industry experts is critical. BAI Compliance Executive Roundtables is a program built for and by Chief Compliance Officers and other senior compliance executives in financial services. In a true peer environment, you’ll have the opportunity to get together with other compliance leaders to exchange ideas, network and access practical and actionable insights around critical compliance and risk issues impacting financial services. David spoke about what we are seeing in RegTech and what the future holds.

05/19/2021

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FDIC Advisory Committee on Economic Inclusion (ComE-IN)

The Advisory Committee on Economic Inclusion (ComE-IN) was established to provide the FDIC with advice and recommendations on important initiatives focused on expanding access to banking services by underserved populations. David joined the session 'Expanding Inclusion through Technology and Innovation.'

05/13/2021

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Finovate Spring

Finovate Spring Digital 2021 was a chance to see how the startup ecosystem is responding to the consequences of the pandemic, learn about new innovations that are supporting customers today, and find the technologies and connections to keep you relevant tomorrow. David Ehrich participated in an interactive expert led discussion roundtable: Financial Wellness: Providing Your Customers With Holistic Long Term Financial Planning.

05/10/2021

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LendIt Fintech 2021

LendIt Fintech 2021 was three days of live content and networking through their event platform. Jo Ann returned to LendIt this year on the track: Regulation & Regtech - Moving Faster, with the topic of "Reading the Tea Leaves of President Biden's Initial Financial Appointees as well as a fireside chat with Colin Walsh of Varo. David moderated the panel: New Idea for Compliance in the 2020s: An App Store for Regtech.

04/27/2021

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Energy Efficiency of Blockchain Technology

The European Blockchain Observatory and Forum hosted a workshop focused on Energy Efficiency of Blockchain Technology. Experts presented the next thematic report “Exploring Energy Efficiency of Blockchain Technology” to set the scene for the discussion which explored the following topics: Energy consumption of blockchain: Myths vs. reality, Decarbonizing the blockchain, Can blockchain solutions scale? Tales from the industry. Jo Ann participated on a panel discussing decarbonizing the blockchain.

04/21/2021

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ACAMS Virtual Hollywood

ACAMS 25th Annual International AML & Anti-Financial Crime Conference — Hollywood dove into the latest regulatory trends, technological advances, new crime typologies and case studies, enforcement actions and more. Jo Ann's session, "Innovating Risk Management: Strategies for FinTech and Other Financial Innovators," explored mapping risk management issues for FinTech enterprises including rapid payments processing and remote onboarding to develop and implement a culture of compliance, formalizing risk assessment protocols for innovative products and services to identify fraud risks and ensure oversight adequacy that meets regulatory expectations, and conducting independent testing of AML regime to keep oversight robust, document proficiency in detecting and resolving red flags and make systemic corrections as necessary.

04/13/2021

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ALLRISE DC: Women of Influence Series

ALLRISE DC's new programming for Winter 2021: Women of Influence (WOI) features candid conversations with women who are making a difference in financial services. Jo Ann Barefoot joined a session where, among other topics, she will share her insights about the women’s empowerment TechSprint which AIR concluded just that day with the UK Financial Conduct Authority. The TechSprint focused on helping women disproportionately affected by the pandemic achieve financial resiliency.

03/25/2021

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#ACCELERATERegTech2021

This stream got to the heart of innovation in regulation and the drivers that are compelling regulators everywhere to consider the critical role that technology will play across all types of regulation. Jo Ann will spoke at the 4th annual RegTech Association eco-system event #ACCELERATERegTech2021. She opened up the second day of sessions, Regulation Innovation as well as joined a panel session on "Moving the regulation dial: global and industry perspectives."

03/17/2021

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SXSW 2021

Technology has fearsome power to make life better, or worse. Designing it is too important to be left to people whose perspectives draw on only a narrow spectrum of human experience. To make tech work well for all, it needs to be made by all kinds of people. This session tackled the challenge of diversifying the tech world, with a special focus on fintech. Finance is male- and white-dominated. So is technology. As the two have converged into fintech, a young industry that could have been born diverse has, instead, inherited the race and gender patterns of its forebears. What are the high-impact strategies for infusing new blood -- new kinds of founders, funders, visionaries, and builders? It is time to bring new kinds of brains and hands into crafting the future. #diversifyingtech

03/16/2021

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Women of Color in Blockchain Briefing Session

The Nat’l Policy Network of WOC in Blockchain hosted a conference focused on "Small Business (micro-enterprises) as the Engine of the Cryptoeconomy." Jo Ann moderated the panel "Innovation in Blockchain" which focused on innovating in fintech and decentralized finance. Traditional small businesses have had to adopt practices to become more innovative and nibble, leading to the proliferation of micro-enterprises (innovative soloprenuers, startups, etc) in the 21st century digital economy.

03/03/2021

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Chatham House: Illicit Financial Flows 2021

Chatham House hosted a conference where financial crime experts from business and policy convened to explore the impacts of illicit finance and address gaps in regulation and enforcement. Jo Ann participated in a fireside chat on The Role of FinTech.

03/02/2021

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Harvard Kennedy School Fintech Event Series

Harvard Kennedy School launched a Fintech Event Series focusing on fintech innovation and regulation. The topic of the panel that Jo Ann, as a Harvard Kennedy School alum, participated in was Fintech Regulation.

02/26/2021

Invitation Only
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DIT RegTech Roadshow

"How US Regulators are Adapting to New Technologies & New Frontiers," welcomed representatives from several of the largest regulatory bodies in the United States to discuss how they’re adapting to a changing financial and technological landscape, the new challenges that it presents, and how they’re working with external partners to meet them. Jo Ann moderated the panel for the Department for International Trade Regtech Roadshow Program.

02/22/2021

Invitation Only
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U.S. Financial Sector Innovation Policy Roundtable

Jo Ann moderated a session that explored the use of innovative technologies to overcome silos and analyze data across distinct risk-related activities and enterprise departments (e.g., customer identification, ongoing customer due diligence, AML transaction monitoring and suspicious transaction reporting, and anti-fraud)  in order to strengthen all of an entity’s risk management activities.  The session also examined numerous potential barriers to data and risk analytics sharing, including data privacy and data localization requirements; bank secrecy regulations; tipping off provisions; and other legal protections.

02/09/2021

Invitation Only
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FSTech RegTech Live Conference

Staying compliant in a crisis: How to cope with changing regulations during a pandemic. David participated in a panel discussion that explored how the crisis has affected the compliance function and looked at key challenges and solutions for those tasked with keeping the regulators happy.

02/09/2021

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FINTECH 2021: The Year Ahead

Hosted by Cornell: an Initiative of the Cornell SC Johnson College of Business, this panel of fintech experts shared an overview of the initiative’s network of academic and industry collaborators. The forward-focused conversation featured a variety of fintech perspectives, including David Ehrich, ‘85, who brought an entrepreneurial and policy perspective, backed by his decades of experience.

01/28/2021

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One Loop for All: Mojaloop in Motion

Jo Ann and David spoke in a session during Mojaloop's January Community meeting. This event focused on the theme, One Loop for All: Mojaloop in Motion, and focused on topics aimed at gaining a better understanding and driving adoption of Mojaloop in the larger ecosystem.

01/25/2021

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2020 Speaking Engagements

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LendIt Webinar: The 2021 Fintech Agenda for a Fairer Economy

The social imperative in finance is clear: Consumers want to do business with brands committed to fairness and inclusion. Talent and capital want to affiliate with companies that set high standards for diversity and belonging. What's being done to meet these social and business goals and reverse generations of bias and discrimination in financial services? What kinds of business model innovations are needed to create opportunities for more Americans? What changes will a new administration bring? Can AI and other technologies safely widen access to credit for borrowers locked out of the mainstream lending system?

12/10/2020

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ABA Financial Crimes Enforcement Conference

Jo Ann participated in a panel discussion on "Building the Business Case for Future Technology – Now!" The panelists walked through the timeline (from exploration to onboarding) that banks should be considering based on their current business model. They also shared the latest information surrounding cutting edge technology – what’s available now, near-term and what is still a few years away and the challenges of implementing new technology.

12/09/2020

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Singapore Fintech Festival

Jo Ann moderated a fireside chat with CFTC Chairman Heath Tarbert as well as a separate fireside chat with Governor of the Central Bank of Kenya, Patrick Njoroge.

12/07/2020

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FinTech Abu Dhabi 2020

Co-hosted by Abu Dhabi Global Market (ADGM) and the Central Bank of the UAE (CBUAE) and powered by Unbound, FinTech Abu Dhabi 2020 offered new ways to participate through a mix of digital content and live gatherings. Content and events included 'The Search' connecting FinTech hubs with the MENA region, the FinTech100 programme, the Innovation Challenge and a virtual content series all culminating at the live event from the 24-26 November.

11/24/2020

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The Economic Times Innovation Summit

Jo Ann gave a keynote speech on AIR's Regtech Manifesto.

11/24/2020

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Fintech Americas

Jo Ann was part of a keynote panel on "Regulating Banking in the Next Normal: Lessons learned from the pandemic and how to move forward." In 2020, banking was disrupted at a speed and depth unthinkable at the beginning of the year. In short order, banking forces were working remotely and managing sensitive workflows in newly transformed processes. As the industry has adapted to the changes in the environment, many banking leaders are finding that the newly created structures and approaches provide opportunities for creating innovative, hybrid models of operation.  

11/19/2020

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Central Bank of the Future Conference

Jo Ann participated on a panel: "Responsible Innovation: Can the Regulatory Perimeter Keep Up?" and David hosted a breakout session on AIR's "How to Produce a TechSprint" paper.

11/18/2020

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A-Team Group RegTech Summit

Regtech Summit Virtual explored how business and operating models are adapting post COVID and how RegTech can provide agile and enhanced compliance for managing an evolving risk and compliance landscape. As the dust settled, we looked at the outlook for the global RegTech industry, where Regulators are focusing as they get back to business, and deep dove into global regulatory priorities for the rest of the year and into 2021.

11/17/2020

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Open Source Strategy Forum

Open Source Strategy Forum (OSSF) is the only conference dedicated to driving collaboration and innovation in financial services through open source software and standards. Experts across financial services, technology, and open source are brought together to engage our community in stimulating and thought-provoking conversations about how to best (and safely) leverage open source software to solve industry challenges. Both Jo Ann and David were a part of sessions this year.

11/13/2020

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DC Fintech Week

AIR's Regtech Manifesto paper was been selected to be presented at DC Fintech Week. Fintech Week is a unique event that brings entrepreneurs and thought leaders across the financial ecosystem together with the regulatory community. Our gathering offers firms, nonprofits, foundations and philanthropists a unique opportunity to introduce their work to an engaged, influential audience—while helping to support serious, sustainable and action-oriented policy dialogues.

10/21/2020

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2019 Speaking Engagements

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