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

The Financial Club

A diverse community of experts in Finance and Technology