Summit Agenda

AFT Spring Summit Keynote Speakers


Omar Hatamleh

Dr. Omar Hatamleh is a global Innovation & Transformation expert and the co-author of BetweenBrains. A book that explores the impact of Artificial Intelligence and technology on the future of jobs, society, technologies and economies. Omar is also the Head of Technology Integration for ISRU at NASA responsible for Integrating NASA's technology efforts for planetary In Situ resources to enable future exploration endeavors. Prior to this role he was the Chief Innovation Officer, Engineering at NASA, and former Executive Director of the Space Studies Program at International Space University. Previously, he was the Deputy Chief Scientist at NASA ARC responsible for identifying new and promising areas of scientific research and supporting technologies that can be integrated into the Center's capabilities. Omar has been at NASA for 24 years in different roles and has published over 33 international journal articles in Engineering. Omar has been the recipient of several prestigious awards and recognitions from NASA including the Silver Achievement Medal, NASA Innovation, and Superior Achievement Awards. He has four engineering degrees, speaks four languages, and has been an invited keynote speaker to multiple national and international events including major innovation conferences, Google, IBM, European Investment Fund, etc.


Steve Robert

Steve Robert is the co-founder and CEO of Autobooks, a leading receivables, payment and cash flow management platform for small businesses. Autobooks directly integrates with the financial industry’s leading digital banking platforms so that financial institutions are empowered to better serve and monetize small business relationships.

Steve is an accredited investor and actively speaks and writes about business, technology, and entrepreneurship, and has become a strong advocate for bringing more business back to Detroit. In 2012, he was invited to the White House to be part of the historic signing of the Jumpstart Our Business Startup Act (JOBS) by President Obama through his community involvement with Startup America. Recently, Steve was recognized by Goldman Sachs as one of 100 Most Intriguing Entrepreneurs of 2021.


Jim MacPhee

Jim MacPhee began his career with Walt Disney World in the summer of 1978 and served as Chief Operating Officer / Senior Vice President, Operations, at the Walt Disney World® Resort, until his retirement date of April 1, 2021. Having been with the Walt Disney World® Resort for over 42 years, Jim has functioned in a variety of roles across all of the theme parks at both Walt Disney World® and the Disneyland® Resort in Anaheim, California.

In August of 2021 Jim was awarded the prestigious honor of being recognized for his contributions with name recognition via the “Window on Main Street” program in recognition of his contributions in the area of Talent Development.


AFT Summits Always Deliver

Hotel Information


Estancia La Jolla Hotel & Spa


9700 N Torrey Pines Rd,
La Jolla, CA 92037
(855) 430-7503


AFT Group Reservation

Room Rate

Starting at $259 + Tax

Hospitality Service Fee:

The Hotel’s resort fee is $35.00 per room per day, which includes the services and amenities outlined below. The Group will be advised in writing, should the inclusions change.

  • One bottle of private label wine, upon arrival
  • Two bottles of Estancia water replenished daily
  • In-room gourmet coffee
  • Early morning coffee & tea service in Trinitas Cellars Wine Bar
  • Fitness center access
  • Wireless internet through the hotel
  • Access to thousands of online newspapers and magazines
  • Use of Business Center
  • Airline check-in/boarding pass capabilities

Additional Concessions for AFT Attendees:

  • 20% discount on spa treatments for all attendees, over contracted program dates, based on Spa availability and excluding retail items and gratuity
  • $20,00 discounted overnight self-parking (regularly $28 nightly)

Learn more about the Estancia La Jolla

Situated in the Torrey Pines area amongst San Diego’s most innovative companies and academics is Estancia La Jolla’s lush 10-acre executive learning retreat featuring premier La Jolla event venue space and meeting rooms. Recently named a “Best of the West” winner by Meetings Today, the conference center features 47,000 square feet of indoor and outdoor San Diego meeting space. Each inspiring meeting setting is enhanced by modern technology and acclaimed on-site catering services and surrounded by charming courtyards, verdant gardens, and elegantly appointed accommodations for when business adjourns.

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Summit Rates


AFT Member 

First Registrant: $1,595
Additional Registrants: $1,395

Non-Member Companies

Non-member companies wanting to register someone for the upcoming Fall Summit will need to contact the AFT Corporate office at or 404-789-3154.

Spouse / Guest Special Package – $299

Includes all events listed below.

Spouse / Guest A La Carte

Sunday Evening Welcome Reception Only – $75
Monday Night Special Event Only – $150
Tuesday Farewell Reception Only – $75
Spouse/Guest Activity Only – $90



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AFT Safety Measures 

AFT is committed to making the health and safety of 2022 Spring Summit attendees our number one priority, ensuring you are fully equipped for a safe experience. Please continue to refer to this page for updated information and do not hesitate to reach out to the AFT office if you have any questions or concerns at


AFT Terms and Conditions 

The below sets out the terms and conditions between The Association for Financial Technology (AFT) and you when you register for a summit organized by AFT. By registering for a summit organized by AFT you are agreeing to comply with these terms and conditions. You should read this document carefully.

Acceptance of Policies and Registration Conditions

The following AFT Registration Terms & Conditions (the “Terms & Conditions”) apply to all AFT summits. Prior to your registration, you must acknowledge and accept the Terms & Conditions contained herein. Should you not wish to accept the Terms & Conditions you should not register. Submission of a registration is regarded as affirmation of your acceptance of the Terms & Conditions.

Summit Safety

The health and safety of our attendees, speakers, and staff remain our highest priority. AFT continues to take direction from CDC, federal, state and local health officials. AFT will continue to provide updated guidelines as changes are made available to the attendees before the summit and again upon arrival.

By registering to attend, you acknowledge the personal responsibility for your safety and the safety of others. You will comply with guidelines provided by the CDC, federal, state and local officials as well as AFT and the hotel. You understand that if you choose not to follow the guidelines, you assume responsibility for your choices.


Knowing these facts and in consideration of the Association for Financial Technology accepting my participation, I hereby, on behalf of myself, my heirs, executors, administrators, or anyone else who might claim on my behalf, covenant not to sue, and waive, release and discharge the Association for Financial Technology, the Leaders of this summit,  this summit’s organizers, officers, board of directors, members, volunteers-agents, sponsors, successors, assigns or whatsoever arising out of or in the course of participating in this summit.

AFT reserves the right to change, amend, add or remove any of the above Terms & Conditions in its sole discretion and without prior notice. If one or more of the conditions outlined in these Terms & Conditions should become invalid, the remaining conditions will continue to be valid and apply. These Terms & Conditions apply to all summit participants (attendees, speakers, sponsors, staff).



How to Protect Yourself & Others

Hotel Safety Protocol

Estancia La Jolla 


As CSI’s president and CEO, I consider CSI’s membership and participation in AFT an important endeavor for our executives, for many reasons. It allows us to connect with key leaders in financial technology, exchange ideas and develop thought leadership, and contribute to the success of the fintech ecosystem, which includes our customers. The relationships we cultivate through AFT mutually benefit CSI and the industry we serve. CSI was there at the beginning of AFT, and we will be here to support the organization well into the future.
David Culbertson
David Culbertson
President & CEO at CSI
I love being a part of AFT. Over the years I have had the chance to create great relationships with many people and companies across the banking technology ecosystem. The first and most valuable part are of course the friendships that I have built with individuals. And with those friendships, I have also been able to grow myself professionally and our company. Whether it be advice on how to price our services, finding the right person to join our team, or creating partnerships, I have found a group of willing friends to help at AFT. And in that vein I have loved the opportunity to reciprocate that type of help in return.
Nathan Baumeister
CEO, ZSuite Technologies
AFT provides an amazing network of both companies and individuals that any company who serves financial institutions should be part of - further, the nature of serving financial institutions is largely built on partnerships, integrations and overall network effects of one's platform. AFT makes this possible. Lastly, the personal relationships will last a lifetime - well beyond anyone's career at any single company (and arguably, more important). Needless to say, it's a no brainer to join an amazing group of people as we all collectively try to do right by our shared customer base.
Nikhil Narmi
Co-Founder at Narmi
In my 20-year career within FinTech, I’ve yet to find a more impactful conference, gathering, and networking opportunity that is afforded by AFT anywhere in the industry. It’s not only the who’s who of FinTech, but it is also the who’s next. You need to be in the room to stay connected to this rapidly changing and exponentially growing industry.
Brian O'Neill
Brian O'Neill
EVP, Head of Client Engagement at FIS