UToledo FinTech Summit
Where Finance Meets Technology Meets Toledo
Join business leaders, financial professionals, faculty, students and alumni for a day exploring the technologies shaping the future of finance and celebrating 20 years of the Student Managed Portfolio.
Event Details
- Date: Friday, Nov. 20, 2026
- Time: 8 a.m.-1 p.m.
- Location: Thompson Student Union Auditorium, The University of Toledo Main Campus
Explore What’s Next in FinTech
Hear from Industry Leaders
Explore how FinTech is changing financial services, business operations and the workforce.
Celebrate 20 Years of the Student Managed Portfolio
See what happens when UToledo students manage a real-world portfolio valued at approximately $4.5 million.
Discover What's Next at UToledo
Get an inside look at the college's developing BBA in Financial Technology and emerging opportunities in the field.
Summit Agenda
- 8-8:45 a.m. - Coffee and Networking
- 8:45-9:05 a.m. - Welcome from UToledo Neff College Dean, Barbara Ritter
- 9:05-9:50 a.m. - Keynote: The State of the Economy, Brian W. Anderson, Federal Reserve Bank of Cleveland
- 9:50-10:50 a.m. - Panel 1: Fintech in Professional Practice, How organizations are applying financial technology to real-world business challenges.
- 10:50-11:05 a.m. - Networking Break
- 11:05-11:55 a.m. - Panel 2: FinTech Careers, The skills, roles and opportunities shaping the next generation of financial professionals.
- 11:55 a.m. - Noon - Closing Remarks
- Noon - 1 p.m. - Lunch Keynote and Student-Managed Portfolio Celebration
Additional Optional Events
- 2-3 p.m. - Student Managed Portfolio Alumni and Student Networking
- 5 p.m. - UToledo Football Tailgate
- 7:30 p.m. - UToledo Football Game (50 tickets available. Priority registration for SMP alumni).
Meet the Speakers
- Bill McDonnell, Regional President, PNC
- Brian Anderson, Regional Executive, Federal Reserve Bank of Cleveland
- Ethan Barteck, Senior Analyst, Fifth Third Ventures
- John DeRaedt, Former CTO, Velo Payments
- Leann Pinto, IP Business Lawyer
- Lizzie Siegel, Northwest Bank
- Owen Green, Openvale Group
- Ron Rock, INFORCE
- Sam Sellery, First Mutual Holding Company
- Sean Harold, Waterford Bank
- Tyson Moore, Wealth Wave
- Will Kreuz, Summa Finance Partners
- Zach Philip, Stryker
A Certificate. On Us.
Every FinTech Summit attendee will receive complimentary access to Fintech Frontiers, a self-paced online certificate course developed by the Neff Department of Finance. No finance background is required.
Across seven interactive modules, you'll explore how financial technology works and where it's heading.
Who Should Attend?
The UToledo FinTech Summit is designed for anyone interested in the intersection of finance, technology and business, including:
- Students: Explore FinTech careers, connect with professionals and learn about UToledo's developing BBA in Financial Technology, anticipated for Fall 2027.
- Faculty & Educators: Connect with industry professionals and explore emerging trends in financial technology.
- Professionals & Industry Leaders: Explore emerging technologies, connect with peers and engage with the next generation of FinTech talent.
- Alumni: Reconnect with UToledo and the Student-Managed Portfolio while engaging with the next generation of financial professionals.