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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 explore business opportunities and grow their professional network.

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.

1 year complimentary membership with Select

SELECT is the next-generation membership card, concierge, and community offering exclusive, unlimited benefits with premier brands at over 1.3 million locations and online.

Enjoy 1 year of complimentary membership with Select + Special Rate onwards of $295.

  • 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

    Sheila Warren

    Crypto Council for Innovation

    Raj Aji

    Bill

    Andrew Steele

    Activant

    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

    Pathward

    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

    Michael Greenwald

    AWS

    Matthew Van Buskirk

    Hummingbird Regtech

    Carlo Cisco

    Select

    Jason Best

    OM Venture Capital

    Shawn Repulles

    Silicon Valley Bank

    Sandy Kimura

    Money Forward America

    Jen Millard

    Manatt & Phelps

    Alex Baghdjian

    Funday

    and many more...


    Upcoming and Past
    VIP Speakers


      2024 Program*

      *Subject to changes

      San Francisco
      gatherings hosted at

      New York
      gatherings hosted at

      01/30/24 IN SAN FRANCISCO
      CLUB BREAKFAST 8:00AM - 10:00AM

      SPECIAL GUESTS:

      • Peter Walker, Head of Insights, Carta
      • Emmalyn Shaw, Managing Partner, Flourish Ventures

      Apply to Join
      01/31/24 IN New York
      CLUB BREAKFAST 8:00AM - 10:00AM

      SPECIAL GUESTS:

      • Martha Gimbel - Research Scholar, Yale Law School
      • Stacey Vanek Smith - Economics reporter, National Public Radio, Marketplace, 
        Author Machiavelli For Women

      Apply to Join
      02/05/24 IN SAN FRANCISCO
      FINTECH RETREAT RECEPTION

      The Official Fintech Retreat 24 Reception.

      Free for Members
      02/06/24 IN SAN FRANCISCO
      FINTECH RETREAT 24

      The 5th Annual Fintech Retreat gathering.  

      Free for Members
      03/07/24 IN Tokyo, Japan
      DEFI RETREAT APAC RECEPTION

      The Official DeFi Retreat 24 APAC Reception. 

      Free for Members
      03/08/23 IN Tokyo, Japan
      DEFI RETREAT 24 APAC

      The Inaugural DeFi Retreat APAC gathering. 

      Free for Members
      03/20/24 in New York
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • TBA

      Apply to join
      03/21/24 in San Francisco
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • TBA

      Apply to join
      04/30/24 in DC
      DEFI RETREAT 24 North America RECEPTION

      The Official DeFi Retreat North America Reception.

      Free for Members
      05/01/24 in DC
      DEFI RETREAT 24 North America

      The 4th Annual DeFi Retreat in North America.

      Free for Members
      05/02/24 in New York
      CLUB Dinner
      6:00PM - 9:00PM

      Evening Dinner and Networking for Club Members and Guests.

      Apply to join
      05/09/23 in San Francisco
      CLUB Dinner
      6:00PM - 9:00PM

      Evening Dinner and Networking for Club Members and Guests.

      Apply to join
      06/10/24 in Paris, France
      DEFI RETREAT 24 Europe RECEPTION

      The Official DeFi Retreat 24 Europe Reception.

      Free for Members
      06/11/24 in Paris, France
      DEFI RETREAT 24 Europe

      The 2nd Annual DeFi Retreat in Europe.

      Free for Members
      07/23/24 in San Francisco
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • TBA

      Apply to join
      07/30/24 in New York
      CLUB BREAKFAST
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • Michael Hsu, Acting Comptroller (OCC)

      Apply to join
      09/26/24 in New York
      CLUB Dinner
      6:00PM - 9:00PM

      EVENING DINNER AND NETWORKING FOR CLUB MEMBERS AND GUESTS.

      Apply to join
      10/01/24 in San Francisco
      CLUB Dinner
      6:00PM - 9:00PM

      EVENING DINNER AND NETWORKING FOR CLUB MEMBERS AND GUESTS.

      Apply to join
      11/19/24 in San Francisco
      CLUB Breakfast
      8:00AM - 10:00AM

      Special Guests:

      • Colin Walsh, Founder and CEO, Varo Bank

      Apply to join
      11/21/24 in New York
      CLUB Breakfast
      8:00AM - 10:00AM

      SPECIAL GUESTS:

      • TBA

      Apply to join

      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