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The Financial Club

A diverse community of experts in Finance and Technology

The Financial Club

San Francisco / New York / Miami

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, New York and Miami

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.

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

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

Front

Carole House

Terranet Ventures

Dave Mullen

SVB Capital

Matt Homer

Department of XYZ

Josh Dorsey

Stifel Bank

Lydia Inboden

Ingo Money

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
    8/22/23 in San Francisco
    CLUB BREAKFAST
    8:00AM - 10:00AM

    MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

    Apply to join
    8/24/23 in New York
    CLUB BREAKFAST
    8:00AM - 10:00AM

    MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS.

    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
    Evening Networking
    6:00PM - 09:00PM

    MEMBERS AND GUESTS NETWORKING EVENING.

    Apply to join
    9/22/23 in New York
    Evening Networking
    6:00PM - 09:00PM

    MEMBERS AND GUESTS NETWORKING 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