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The Financial Club

A diverse community of experts in Finance and Technology

The Financial Club

San Francisco / New York

The Financial Club brings together leaders from: banking, payments, lending, insurance, risk management, compliance, venture capital and academia.

Members and special guests meet to discuss the current challenges and opportunities in the space.

We host open conversations with the mission to nurture responsible and competitive innovation for the Financial Services sector in the US.


Membership Benefits

Member-only gatherings in San Francisco and New York

Join thought leaders for breakfasts, insightful discussions and networking with special guests.

Complimentary access to annual Retreats

Join the only Chatham House gatherings in Fintech and DeFi designed for: Founders, VCs, Regulators, Legal, Finance and Web3 experts:

Member only networking app

Connect with other members outside of the Club activities via our proprietary networking web app. Exchange information, messages and schedule meetings.

  • More benefits coming soon


Our Members

Our members are decision makers from some of the most  respected organizations in Finance, Technology, Risk and Compliance.

    • And many others

    Kathryn Petralia

    Keep Financial

    Kevin Moss

    FMR CRO SoFi

    Daniel Gorfine

    Gattaca Horizons

    Bradley Riss

    Checkout.com

    Connor Coughlin

    Apex Fintech Solutions

    Sheila Warren

    Crypto Council for Innovation

    Raj Aji

    Bill

    Andrew Steele

    Activant

    Sankaet Pathak

    Synapse

    Angela Strange

    Andreessen Horowitz

    Mandy Campbell

    Bain Capital

    Sankar Krishnan

    Capgemini

    Lindsey Argalas

    TaxBit

    Todd Baker

    Columbia University

    Bam Azizi

    Mesh

    Carole House

    Terranet Ventures

    Matt Homer

    Department of XYZ

    Josh Dorsey

    Stifel Bank

    Drew Edwards

    Ingo Money

    Aleksandra Teichman

    Cross River Bank

    Drew Glover

    Fiat Growth

    Erica Lacerenza

    Deloitte

    Jeff Horowitz

    BitGo

    Jessi Brooks

    Ribbit Capital

    Rachel Anderika

    Anchorage

    Yulia Guzairova

    Deloitte

    Ale Vigilante

    Novirian Capital (FMR Fidelity)

    Alka Gupta

    8vdX

    Patrick Hillman

    Former Binance

    and many more...


    Upcoming and Past
    VIP Speakers


      2023 Program*

      *Subject to changes

      San Francisco
      gatherings hosted at

      New York
      gatherings hosted at

      Miami (coming soon)
      gatherings hosted at

      01/29/23 IN SAN FRANCISCO
      FINTECH RETREAT RECEPTION

      The Official Fintech Retreat 23 Reception. Hosted by Oportun.  

      Free for Members
      01/30/23 IN SAN FRANCISCO
      FINTECH RETREAT 23

      The 4th Annual Fintech Retreat 23 gathering.  

      Free for Members
      02/23/23 IN LISBON, PORTUGAL
      DEFI RETREAT EUROPE RECEPTION

      The Official DeFi Retreat Europe Reception. Hosted by the Financial Columnist.

      Free for Members
      02/24/23 IN LISBON, PORTUGAL
      DEFI RETREAT 23 (EUROPE)

      The Inaugural DeFi Retreat Europe gathering. 

      Free for Members
      03/03/23 in San Francisco
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • DAVE MULLEN - VP, SVB CAPITAL
      • Bruce Cundiff – VP, Visa Business & Economic Insights
      Apply to join
      03/10/23 in New York
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • Daniel Gorfine - CEO, GATTACA HORIZONS
      • Kyle Hauptman - Vice Chairman, NCUA 
      Apply to join
      04/03/23 in San Francisco
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • todd baker - colombia university
      • kevin moss - kevin moss consulting
      Apply to join
      04/05/23 in New York
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • Stephanie Cohen - Goldman Sachs
      • David Haber - Andreessen Horowitz
      Apply to join
      06/01/23 in San Francisco
      Evening Networking
      6:00PM - 09:00PM

      MEMBERS AND GUESTS NETWORKING EVENING.

      Apply to join
      06/02/23 in New York
      Evening Networking
      6:00PM - 09:00PM

      MEMBERS AND GUESTS NETWORKING EVENING.

      Apply to join
      7/25/23 in San Francisco
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • Cuy Sheffield - Visa
      • Sheila Warren - Crypto Council for Innovation
      Apply to join
      8/28/23 in New York
      DEFI RETREAT RECEPTION

      The Official DeFi Retreat (US) Reception.

      Free for Members
      8/29/23 - 8/30/23 in New York
      DEFI RETREAT 23 (US)

      The 3rd Annual DeFi Retreat in the US.

      Free for Members
      9/21/23 in San Francisco
      Club Dinner
      6:00PM - 09:00PM

      MEMBERS AND GUESTS NETWORKING EVENING.

      Apply to join
      09/28/23 in New York
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • Michael Greenwald, AWS
      • Patrick Hillman, FMR CCO and CSO, Binance
      Apply to join
      TBA October in New York
      Club Dinner
      6:00PM - 09:00PM

      MEMBERS AND GUESTS DINNER EVENING.

      Apply to join
      11/07/23 in San Francisco
      CLUB BREAKFAST
      8:00AM - 10:00AM

      MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

      Apply to join
      11/08/23 in New York
      CLUB BREAKFAST
      8:00AM - 10:00AM

      MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

      Apply to join
      More gatherings to be announced

      Team and Advisors

      Daniel Gorfine

      CEO, Gattaca Horizons

      Policy & Innovation Advisor

      Michelle O'Connor

      Top 30 Most Influential Fintech Marketers, VP Brand & Communications,
      TaxBit

      Brand Advisor

      Dan Roesbery

      VP, Global Fintech Business Development & Partnerships,
      Visa

      Growth Advisor

      Alex Pelin

      Founder @ TET
      (Fintech Retreat / DeFi Retreat)

      Club Operations