Summit Agenda
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Sunday, September 24, 2023
9:00 AM - Board of Directors Meeting
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Location: Lakeside A
11:00 AM - 5:00 PM: Registration Opens
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Location: Cutthroat Lobby
1:00 PM - 5:00 PM: Local Activities
6:15 PM - VIP Toast
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Location: Water Gardens
7:00 PM - Welcome Reception
- Location: Upper CTG Green
8:30 PM - Women in Fintech Dinner
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Location: Off-Site Restaurant
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Monday, September 25, 2023
7:00 AM - 4:00 PM: Registration Open
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Location: Lakeside Lobby
8:00 AM - 9:00 AM: Breakfast
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Location: Lone Eagle Restaurant
8:00 AM - 9:00 AM: VIP Breakfast
- Location: Regency AB
8:00 AM - 10:00 AM: Spouse Breakfast
- Location: Castle Peak AB
9:00 AM - Welcome and Opening Remarks
- Location: Lakeside Ballroom
9:05 AM - Local Banker: Manny Alvarez, Founding Principal of BridgeCounsel Strategies LLC
- Location: Lakeside Ballroom
9:30 AM - Day 1 Keynote Speaker: Greg McKeown, Author
- Location: Lakeside Ballroom
10:30 AM - Refreshment Break
11:00 AM - BDTK: CTO: Wes Hummel, Chief Technology Officer, MX
- Location: Lakeside Ballroom
12:00 PM - CEO Lunch
- Location: Regency FC
12:00 PM - General Lunch
- Location: Upper CTG Green
1:15 PM - Board Candidates Speeches
- Location: Lakeside Ballroom
1:45 PM - General Session: Economy: John Augustine, CFA, Huntington National Bank
- Location: Lakeside Ballroom
2:45 PM - Refreshment Break
3:00 PM - DEG Session: AI: Trond A. Undheim, PHD, Yegii, Inc.
- Location: Lakeside Ballroom
4:00 PM - Interactive Breakout: Internal Growth - Employee Engagement & Strategic Goal Setting
- Location: Lakeside Ballroom
4:00 PM - Interactive Breakout: External Growth - Business Development and Strategic Partnerships
- Location: Regency AB
4:00 PM - Interactive Breakout: Tech & Innovation - Product Ideation and Execution
- Location: Regency DE
6:00 PM - Dinner
- Location: Lakeside Beach
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Tuesday, September 26, 2023
7:00 AM - 2:00 PM: Registration Open
- Location: Lakeside Lobby
8:00 AM - Breakfast
- Location: Long Eagle Restaurant
9:00 AM: General Session (Payments and Platform Panel): Sunil Sachdev, Dan Holt, Valla Vakili, Cara Hayward
- Location: Lakeside Ballroom
10:00 AM - Refreshment Break
10:30 AM - Annual Business Session
- Location: Lakeside Ballroom
11:30 AM - Lunch and Work Break
- Location: Upper CTG Green
1:00 PM - Keynote Speaker: Bob Moesta, Founder & CEO, The Re-Wired Group
- Location: Lakeside Ballroom
2:00 PM - Refreshment Break
2:30 PM - General Session (Marketing): Eric Fulweiler and Liz High
- Location: Lakeside Ballroom
3:30 PM - DEG Panel
- Location: Lakeside Ballroom
4:30 PM - Afternoon Business Break
5:00 PM - Farewell Reception
- Location: Lower CTG Green
- Location: Lakeside Lobby
Summit Rates
AFT Member
First Registrant: $1,595
Additional Registrants: $1,395
Non-Member Companies
Non-member companies interested in registering someone for the upcoming Fall Summit will need to contact the AFT Corporate office at aft@aftweb.com or 404-789-3154.
Sunday Local Activities:
Below are two options to help you explore beautiful Lake Tahoe with new and old friends. You can sign up for the activity of your choice by registering through the registration link. Please review the details on our website closely and complete the registration by Friday, September 8.
Option 1: Golf with a Boxed Lunch
Cost: $100
Right or Left-Handed Club Rentals: $60
Enjoy the incredible views Lake Tahoe has to offer, while also playing a round of golf at the Incline Village Mountain Golf Course. The Mountain Course is the highest elevation golf course in the State of Nevada and the Tahoe Basin. This 18-hole, par 58, "executive" course has an amazing mountain layout with old growth trees and elevation changes. The course consists of all par 3 and par 4 holes.
Boxed lunch and beverages included.
Option 2: Lake Tahoe Catamaran Yacht Tour
**This activity is currently SOLD OUT - we are now holding a waitlist for those who are still interested in participating in this activity. If you would like to be added to the waitlist, please contact aft@aftweb.com.
Cost: $100
Join some of your closest AFT friends to sail aboard the Sierra Cloud, a 55’ Catamaran. You’ll inhale the breathtaking scenery of the lake’s northern and eastern shores. Relax on webbed mesh netting while watching turquoise blue water pass below. Or, catch the panoramic views of surrounding mountain peaks and pristine shoreline from the deck on cushioned seats.
Your expert captain and crew combine historical knowledge with excellent service for an unmatched, on-water experience.
The tour leaves from the Hyatt Regency Lake Tahoe dock at 1:00 PM (and returns at 3:00 PM). Enjoy this excursion, which includes beer, wine, seltzers, non-alcoholic drinks, and light appetizers with a professional driver/tour guide. Come see why Lake Tahoe is “Awe and then Some”.
Hotel Information
Escape to Hyatt Regency's Lake Tahoe Resort and Spa
Experience Lake Tahoe from our scenic waterfront resort perfectly nestled along the Sierra Nevada mountains. Spend your days exploring the area’s winding trails, relaxing at the on-site spa, and dining at our award-winning restaurants before retreating to one of our spacious rooms, upscale suites, or private waterfront cottages.
Please use the following link to reserve accommodations at the Hyatt Regency's Lake Tahoe Resort and Spa.
Address: