Converge Events produces premier B2B conferences that bring together leaders in fintech, technology, banking, and credit unions for impactful conversations and strategic connections. Events like the U.S. BankTech Summit, CU Growth & Innovation Summit, Financial GRC Summit, and the Financial Institution Lending Summit, feature expert-led panels, peer-to-peer discussions, and curated networking experiences.
We don’t just host conferences. We create environments where decision-makers engage, exchange ideas, and accelerate innovation across the financial services landscape.
Dan Carmody is the founder of Converge Events, the conference platform behind four executive-level events: the U.S. BankTech Summit (formerly the U.S. Fintech Symposium), Financial GRC Summit (formerly the Fintech Risk & Compliance Forum), CU Growth & Innovation Summit, and The Financial Institution Lending Summit. These conferences deliver strategic insights, enable peer-to-peer collaboration, and support decision-makers across the banking, treasury, and financial services industries.
Dan’s commitment to financial innovation began with treasury roles at Arthur Andersen, Equity Office Properties, and AON Corporation. In 2002, he founded TreaSolution, a consultancy that evolved into a multi-service firm providing treasury consulting, executive training, and event production.
A recognized educator and industry speaker, Dan previously taught the Certified Treasury Professional (CTP) course at Northwestern University and has delivered more than 150 presentations on treasury strategy, financial technology, and leadership. He is known for translating complex financial topics into clear, actionable strategies for senior executives.
Melissa Wilson is Director of Engagement at Converge Events, where she leads practitioner outreach, executive recruitment and year-round engagement across the financial services community. She brings more than 20 years of experience in product marketing, audience development, content strategy and events, including six years leading marketing for financial services education at Colibri Group. Throughout her career, Melissa has built growth strategies that connect the right people with relevant content and meaningful experiences. Most recently, she led the strategy, promotion and execution of the Bank Trainers Conference, driving significant attendance growth and earning 99% positive attendee feedback. At Converge, Melissa focuses on building relationships with banking and credit union executives, developing practitioner speakers and creating opportunities for candid, peer-driven conversations. She combines a marketer’s creativity with a data-driven approach to help Converge grow its audience while preserving what makes its events distinctive: real dialogue, practical insight and no presentations. Melissa holds a bachelor’s degree from St. Norbert College and certifications in product marketing and account-based marketing.
Sarah is a seasoned sales and business development professional with 20+ years of experience in the conference and events industry, specializing in sponsorship sales and strategic partnerships. She’s passionate about creating meaningful connections between organizations and the audiences they want to reach, while delivering conferences that inspire change, foster connection, and fuel career growth. Throughout her career, she’s built strong client relationships and developed creative opportunities that drive engagement, brand visibility, and business growth. She thrives on bringing people together and creating experiences that make a lasting impact.
Julie leads the coordination of logistics from venue planning to on-site execution, creating smooth and engaging experiences for attendees, speakers, and sponsors. Her background in project management, vendor relations, and event operations supports the unique needs of every Converge Events conference.
Julie’s approach goes beyond managing logistics. She focuses on delivering value by anticipating potential challenges, fostering environments that support meaningful connections, and maintaining a consistently high standard of experience across every touchpoint. Her attention to detail and collaborative mindset make her an essential part of the team that brings each event to life.
Julie is the go-to person for all questions and concerns. Please feel free to reach out to her via the Contact Us form.
Sean Brady brings a blend of creativity, analytical insight, and dedication to his role as Marketing and Sales Analyst at Converge Events. Currently pursuing his MBA at Saint Xavier University, he graduated cum laude from Lake Forest College with a degree in Business Marketing and a minor in Chinese. Recognized nationally for excellence in academics, leadership, and athletics, Sean now applies that same drive to advancing Converge’s mission of fostering connection, innovation, and action in the banking, treasury, and financial services industry.
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