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Day 1

Expansion:
BNPL & Beyond


Day 1: Insights | Watch on Demand


Day 1 set the foundation with a look at where BNPL stands today, what the data says about how consumers are using it, and how banks and credit unions are putting it to work across engagement and lending.

Catch every Day 1 session from Insights & Innovation 2026, equipifi’s three-day digital summit for financial institutions exploring BNPL.

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 Watch

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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.

Gold Sponsor

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Silver Sponsors

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Summit Agenda

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Welcome
Jazzy Zhu, equipifi

BNPL State of the Union
Bryce Deeney, equipifi
Tony DeSanctis, Cornerstone Advisors

Opening Keynote
Jim Marous, The Financial Brand

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

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

Urgency and Opportunity in BNPL: A Data Story
Angel Siorek, Velera
 
Moderator: Jazzy Zhu, equipifi

Closing
Jazzy Zhu, equipifi

Welcome
Jazzy Zhu, equipifi

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

PayLater Labs: Product Innovations in BNPL
Bryce Deeney, equipifi
Alex Mersereau, equipifi
Jazzy Zhu, equipifi

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

Closing
Jazzy Zhu, equipifi

Welcome
Jazzy Zhu, equipifi

Holiday Shopping Workshop
Jazzy Zhu, equipifi
Brandon Guerrero, equipifi
Alex Mersereau, equipifi

Q&A
Jazzy Zhu, equipifi
Brandon Guerrero, equipifi
Alex Mersereau, equipifi

Explore Our Speakers

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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 & Deposits

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

 

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Brandon Guerrero Senior Account Managerequipifi-logo-black-1

 

BryceDeeney
Bryce Deeney CEO

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Alex Mersereau
Alex Mersereau Head of Product

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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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Dustin Nehls
Dustin Nehls Vice President of Consumer Lending

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Greg Lull
Greg Lull Chief Marketing Officer (former) of Credit Karma

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Matt Connell
Matt Connell Senior Vice President of Lending

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Angel Siorek
Angel Siorek VP of Debit, Loyalty, and Origination Solutions

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