Bay Area Finance Happy Hour
This December, we’re bringing the Bay Area finance community together for a relaxed, end-of-year Happy Hour at the Wells Fargo Innovation Center! Great wine, good beer, real conversations.
Why Join
Meet the people who actually move finance in the Bay Area. Lenders, operators, bankers, analysts, decision-makers and peers across the industry will all be in one place without the suits, sales pitches or conference pressure. It’s a chance to talk openly with people who actually get what your day-to-day looks like.
You’ll also see how teams are already using practical AI to remove manual workload and speed up operations. If you’ve been wondering what AI in finance actually looks like in the real world, this is the best place to ask questions, compare experiences and walk away with something genuinely useful.
Who Should Attend
Leaders and practitioners across finance
Executives & transformation leaders in financial services
Insurance and InsurTech operators and leaders
Originations & servicing owners in lending and banking
Risk, compliance & quality leaders
Credit, underwriting & portfolio management professionals
Capital markets, investors & key financial partner
Event Schedule
📍 Wells Fargo Innovation Center (1302 El Camino Real, Menlo Park)
🗓️ December 18 (Thur)
⏰ 4:00 PM (PT) to 7:30 PM
• Networking with finance industry leaders & peers
• Live AI Workflow Demos by Cortex
• Casual Happy Hour with wine, beer, great food, and good conversations