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Expansion:
BNPL & Beyond


October 14-16, 2026
| Live Broadcast 

Buy Now, Pay Later is part of everyday financial moments, woven into each step of the consumer experience from purchase to payment.

By popular demand, Insights & Innovation returns this year as a three-day digital summit, curated for financial institutions that are exploring BNPL.

Request your ticket today!

 

Hosted by 

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Press Partner

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Attended by over 300 registrants from over 120 FIs
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Why Attend

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Since 2023, Insights and Innovation in BNPL has served as an annual forum to keep financial institutions updated on the latest developments in Pay Later usage, research, and product growth. Hundreds of banking, payments, and digital innovation leaders attend every year to learn best practices, stay informed about consumer behavior, and share institutional strategy.

This year, the digital summit's programming has evolved with the maturation of the Pay Later space. We continue to bring you the latest in thought leadership and strategic vision, and have added a third day to help attendees synthesize their learnings, and provide workshops in preparation for the holidays. 

We look forward to welcoming you.

Summit Agenda

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9:00 AM PT
Welcome
Jazzy Zhu, equipifi

9:10 AM PT
BNPL State of the Union
Bryce Deeney, equipifi
Tony DeSanctis, Cornerstone Advisors

9:45 AM PT
Opening Keynote
Jim Marous, The Financial Brand

10:10 AM PT
Understanding BNPL: The Lending Perspective
William Bennet, Foothill Credit Union
Matt Connell, Gulf Coast Educators FCU
Dustin Nehls, Honor Credit Union
 
Moderator: Lo Smith, equipifi

10:45 AM PT
Understanding BNPL: The Engagement Perspective
Lori Tucker, United Bank
Nicole El-Chami, Credit Union of America
Joli Hensley, Advia Credit Union
 
Moderator: Karen Buell, equipifi

11:30 AM PT
Urgency and Opportunity in BNPL: The Cost of Inaction
TBA

11:50 AM PT
Closing
Jazzy Zhu, equipifi

9:00 AM PT
Welcome
Jazzy Zhu, equipifi

9:10 AM PT
Understanding BNPL: The Innovation Perspective
Alok Bakshi, Patelco Credit Union
Ben Abbott, IHMVCU
Brandon Watkins, Avadian Credit Union
 
Moderator: Lo Smith, equipifi

9:45 AM PT
PayLater Labs: Product Innovations in BNPL
Bryce Deeney, equipifi

11:15 AM PT
Making Commerce Personal: A Conversation on Relevance
Greg Lull, former CMO of Credit Karma
 
Moderator: Jazzy Zhu, equipifi

11:50 AM PT
Closing
Jazzy Zhu, equipifi

9:00 AM PT
Welcome
Karen Buell, equipifi

9:10 AM PT
Understanding Purchasing Power
Team equipifi

9:35 AM PT
Driving Relevance and Awareness
Team equipifi

10:00 AM PT
The Institutional Strategy Behind Parameters
Team equipifi

10:25 AM PT
Optimizing Risk, Reach, and Profitability
Team equipifi

10:50 AM PT
Holiday Shopping Workshop
Team equipifi

11:30 AM PT
Closing
Karen Buell, equipifi

Explore Our Speakers

Jim Marous
Jim Marous Co-Publisher

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Tony DeSanctis
Tony DeSanctis Senior Director, Client Education and Knowledge Strategycornerstone-advisors-logo-black

 

BAbbot
Ben Abbott SVP, Digital, Operations & Innovationihmvcu-logo-black

 

Alok Bakshi
Alok Bakshi VP, Cards & Consumer Lending

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Lori Tucker
Lori Tucker Chief Experience Officer (CXO)united-bank-black

 

Karen-Buell
Karen Buell COOequipifi-logo-black-1

 

BryceDeeney
Bryce Deeney CEO

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Jazzy-Zhu
Jazzy Zhu SVP of Marketingequipifi-logo-black-1

 

Lo Smith
Lo Smith Head of Revenue

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BrandonWatkins
Brandon Watkins Card Services and Payments, Vice Presidentavadian-cu-logo-black

 

WilliamBennett
William Bennett Chief Lending Officer

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Joli Hensley
Joli Hensley Vice President of Digital Experience and Innovation

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Nicole El-Chami
Nicole El-Chami Chief Operations Officer

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