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 members 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:

Complimentary access to Fintech Gala

Attend the annual Fintech Gala with up to 2 guests, hosted by the online publication: The Financial Columnist

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


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


Upcoming and Past
Guest Speakers

  • 03/03/23 in San Francisco

    2023 Economic Outlook and Consumer Spending Trends

    With Dave Mullen - VP, SVB Capital

    and 

    Bruce Cundiff - VP, Visa Business & Economic Insights

2023 Program*

*Details subject to changes

San Francisco
gatherings hosted at

New York
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

RSVP (Members Only)
03/10/23 in New York
CLUB BREAKFAST
8:00AM - 10:00AM

MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

RSVP (Members Only)
04/03/23 in San Francisco
CLUB BREAKFAST
8:00AM - 10:00AM

MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

RSVP (Members Only)
04/05/23 in New York
CLUB BREAKFAST
8:00AM - 10:00AM

MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

RSVP (Members Only)
06/01/23 in San Francisco
Evening Networking
6:00PM - 09:00PM

MEMBERS AND GUESTS NETWORKING EVENING.

RSVP (Members Only)
06/02/23 in New York
Evening Networking
6:00PM - 09:00PM

MEMBERS AND GUESTS NETWORKING EVENING.

RSVP (Members Only)
8/28/23 in San Francisco
CLUB BREAKFAST
8:00AM - 10:00AM

MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

RSVP (Members Only)
8/29/23 in New York
CLUB BREAKFAST
8:00AM - 10:00AM

MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

RSVP (Members Only)
8/29/23, location TBA
DEFI RETREAT RECEPTION

The Official DeFi Retreat (US) Reception.

Free for Members
8/30/23, location TBA
DEFI RETREAT 23 (US)

The 3rd Annual DeFi Retreat in the US.

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

MEMBERS AND GUESTS NETWORKING EVENING.

RSVP (Members Only)
9/22/23 in New York
Evening Networking
6:00PM - 09:00PM

MEMBERS AND GUESTS NETWORKING EVENING.

RSVP (Members Only)
11/07/23 in San Francisco
CLUB BREAKFAST
8:00AM - 10:00AM

MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

RSVP (Members Only)
11/08/23 in New York
CLUB BREAKFAST
8:00AM - 10:00AM

MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

RSVP (Members Only)
More gatherings to be announced

Our Members

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

Tom Brown

Nyca Partners

Kathryn Petralia

Keep Financial

Wade Arnold

Moov

Kevin Moss

FMR CRO SoFi

Daniel Gorfine

Gattaca Horizons

Michelle O'Connor

TaxBit

Daniel Roesbery

Visa

Ron Atzmon

Au10tix

Amanda Wick

Association for Women In Cryptocurrency

Bradley Riss

Checkout.com

Connor Coughlin

Apex Fintech Solutions

Stephany Kirkpatrick

Orum

Gilles Gade

Cross River

and many more...


The Financial Club is a TET Events product, a for-profit organization with the mission to support unbiased opinions, and open dialogue without a hidden agenda.