FDATA's 2026 Global Open Finance Summit
The Financial Data and Technology Association (FDATA) Global Open Finance Summit is the premier convening of stakeholders advancing consumer-permissioned financial data rights and open finance implementation across the globe, including the emerging role of agentic AI in financial services and data-driven decision-making.
A high-touch, policy-focused forum, the Summit brings together policymakers, regulators, financial institutions, fintech leaders, and consumer advocates to explore the implementation of open finance and open data frameworks around the world.
Join FDATA to hear from market leaders and policymakers designing, building, and implementing open finance and open data regimes, and to meet with the thought leaders driving the future of finance.
Agenda:
September 16, 2026:
4:00 p.m. – 6:00 p.m.
FDATA Pre-Summit Happy Hour (Sponsored by Plaid)
September 17, 2026:
7:30 a.m. – 8:30 a.m.
Networking Breakfast (Sponsored by Plaid)
7:30 a.m. – 8:30 a.m.
Regulators-only Breakfast
8:30 a.m. – 8:35 a.m.
Opening Remarks
Steve Boms, Executive Director, FDATA
8:35 a.m. – 9:20 a.m.
Fireside Chat with Anne Butler, Bank of Canada, and Judith Hamel, Finance Canada, on Consumer-Driven Banking in Canada
A discussion on Canada's implementation of consumer-driven banking, lessons learned, and the path toward a secure and innovative open finance ecosystem.
Moderator: Debbie Gamble, Interac
Speakers:
Anne Butler, Bank of Canada
Judith Hamel, Canadian Department of Finance
(Sponsored by Interac)
9:20 a.m. – 10:05 a.m.
Panel: From Open Finance to Open Data
As governments look beyond financial services, this session explores how open finance principles are informing broader data portability initiatives across sectors.
Moderator: Tal Schwartz, North Exit Ventures
Panelists:
Michael Murray, President, Mission:data
Keldon Bester, Canadian Anti-Monopoly Project (CAMP)
Karim Nanji, Inverite
Mario Dearmas, Walmart
10:05 a.m. – 10:20 a.m.
Networking Break (Sponsored by Inverite, Spencer Fane LLP, and Kellogg Hansen)
10:20 a.m. – 11:05 a.m.
Panel: Know Your Agent
As AI agents begin acting on behalf of consumers, experts discuss identity, authentication, authorization, trust, and governance in the next generation of financial services.
Moderator: Eyal Sivan, Mr. Open Banking Podcast
Panelists:
Ricardo Isais, Sumsub
Candace Evilsizor, Method Financial
Nicole Dunn, Baselayer
Kevin Feltes, FDX
11:05 a.m. – 11:50 a.m.
Panel: A View from Financial Institutions
Financial institutions discuss implementation priorities, opportunities, and challenges as open finance moves from policy development to execution.
Moderator: Alex Johnson, Fintech Takes
Panelists:
Jim Wadsworth, Invela
Santiago Duro Tomas, Scotiabank
Dan Broten, EQ Bank
Ursula Trelogan, Capital One
11:50 a.m. – 12:50 p.m.
Lunch Keynote and Moderated Q&A (Sponsored by Interac)
Keynote: Sam Seaton, Co-Chair, UK Smart Data Council
Following the keynote, Claire Brownell will moderate a live Q&A exploring the evolution of smart data, consumer-permissioned data, and the future of open finance.
12:50 p.m. – 1:35 p.m.
Fireside Chat: The State of Open Finance Across the United States (Sponsored by Plaid)
An update on state-level open finance initiatives and what they mean for consumers, regulators, and industry.
Speaker: Kaitlin Asrow, New York State Department of Financial Services
Moderator: Steve Boms
1:35 p.m. – 2:20 p.m.
Panel: Artificial Intelligence and Write Access in the Age of Open Finance
Industry and government leaders examine the policy and technical considerations surrounding AI-powered financial services, write access, consumer protection, and governance.
Moderator: Dan Murphy, Sunset Park Advisory
Panelists:
Tomas Campos, Spinwheel
Greg Ewing, Spencer Fane
Ben White, Pontera
Brian Buan, Yodlee
2:20 p.m. – 2:35 p.m.
Presentation by Plaid's Danielle Aviles Krueger
How AI Is Transforming Personal Finance and the Implications for Consumers, Financial Companies, and Policymakers: Danielle will discuss how AI has the potential to change the face of personal finance by empowering consumers to see their full financial life in one place instead of piecing it together across a hodgepodge of accounts and financial apps. She'll drill down on specific consumer benefits and talk about what needs to happen so this change goes well, including how Plaid and other companies are responsibly preparing and what policymakers should prioritize.
2:35 p.m. – 3:20 p.m.
Panel: Global Perspectives
A global discussion featuring policymakers and industry leaders sharing implementation experiences and lessons from North America, Europe, Asia, and beyond.
Moderator: Adam Cox, Open Banking Expo
Panelists:
Martijn Bos, Plaid
Pralhad Giri, Central Bank of Nepal
Jane Barratt, MX
Huw Davies, Ozone API
3:20 p.m. – 3:35 p.m.
Networking Break (Sponsored by Inverite, Spencer Fane LLP, and Kellogg Hansen)
3:35 p.m. – 4:20 p.m.
Panel: The Evolving Global Payments Landscape
Leaders from payments, banking, and fintech examine how open finance is reshaping payments infrastructure, innovation, and customer experiences around the world.
Moderator: Ryan Grundy, Payments Canada
Panelists:
Abraham Tachjian, Brim Financial
Didier Lavallée, Tetra Trust Company
Matt Mulder, Stripe
Sander Meijers, Adyen
4:20 p.m. – 4:35 p.m.
Presentation by Pontera's Lisa Gomez
Beyond Data Access: Building Open Finance Around the Individual: The Honorable Lisa M. Gomez, President of LMG Collaborative Consulting Solutions and former Assistant Secretary of Labor for Employee Benefits Security at the U.S. Department of Labor, will discuss why the next chapter of open finance should be built around the individual and their ability to securely authorize trusted third parties to help manage their financial accounts. She’ll explore how the industry can move beyond data access toward more varied forms of connectivity that expand consumer choice and access to financial advice, including through both read and write capabilities. Drawing on examples such as Pontera’s API connection with 401GO, Lisa will discuss the importance of supporting multiple secure, transparent, and interoperable connectivity methods as the financial ecosystem continues to evolve.
4:35 p.m. – 4:40 p.m.
Closing Remarks
Steve Boms, Executive Director, FDATA
Accommodations
FDATA has secured a group rate at The Sutton Place Hotel for booking before August 17, 2026, or until rooms sell out. Book your room here.
Be part of shaping this year's Summit. We offer a range of sponsorships that will highlight your company's role in shaping the future of open finance and open data before a hugely influential audience.
With thanks to our sponsors:
Gold Sponsors:
Silver Sponsors:
Supporting Sponsor:
Additional thanks to our partners:
Let’s connect! Do you have questions? Reach out to summit@fdata.global.