Growth In San Francisco: Blueprint Tour Impactful Solutions

Posted on March 13, 2025March 14, 2025 by Charles Oakley

The Blueprint Tour San Francisco delivered high-impact discussions on fintech, insurtech, and healthtech.

With expert panels, a live startup pitch-off, and exclusive networking, the event fostered innovation and strategic expansion. Coverbase won the pitch-off with its AI-powered vendor management platform, while Wuuii showcased its AI-driven wildfire hazard assessment solution. Hosted by T Palmer Agency, a full-service marketing agency specializing in event marketing services, the event provided valuable insights for founders, investors, and industry leaders.

The Blueprint Tour San Francisco stop united the brightest minds in fintech, insurtech, and healthtech. This event fostered connections, sparked conversations, and showcased innovative startups in the industry’s changing landscape. Sponsored by JobsOhio, the event featured insightful panels on strategic growth and funding. It also included an intense pitch-off between fintech and insurtech. Attendees enjoyed thought-provoking discussions and gained actionable insights.

About JobsOhio

We were proud to have JobsOhio as our sponsor for the Blueprint Tour San Francisco. JobsOhio is dedicated to driving economic growth and innovation by supporting businesses and entrepreneurs in key industries, including fintech, insurtech, and healthtech. Their dedication to promoting innovation and investment aligns well with the Blueprint Tour’s mission. This initiative helps startups gain the resources, funding, and connections necessary for successful growth.

Key Highlights from the San Francisco Stop

Opening Panel: The Art of Strategic Expansion

Ashlyn Lackey, Eugenio Gonzalez, David Gritz take the stage in the opening panel of the Blueprint Tour SF

The event began with the Strategic Expansion: The How, When, and Why panel. This session was moderated by Thien-Nga Palmer, the Founder and CEO of T Palmer Agency. Her agency is a full-service marketing firm that focuses on event marketing services. The discussion featured expert insights from:

Ashlyn Lackey (Director, Innovation Strategy, Prudential) on navigating the challenges of scaling in the insurance sector.
Eugenio González (Partner & Head of InsurTech, Plug and Play Ventures) on the role of accelerators in startup expansion.
David Gritz (Co-Founder, Insurtech NY) on the financial services industry’s evolving investment landscape.

Prudential, Plug and Play Ventures, and Insurtech NY pose after their panel together

The conversation emphasized the importance of market readiness, strategic partnerships, and sustainable growth strategies for startups looking to expand.

Fintech vs. Insurtech Pitch-Off: A High-Stakes Showdown

One of the event’s most awaited moments was the Fintech vs. Insurtech Growth Startups Pitch-Off. Here, early-stage companies showcased their innovations to a panel of respected judges. In just a few minutes, each startup made strong pitches. They received live feedback from investors and industry leaders.

Clarence Chio wins the pitch off with his innovative approach to vendor management

🚀 Winner: Clarence Chio from Coverbase! After a series of impressive presentations, Coverbase emerged as the winner. It demonstrated its potential to transform the fintech and insurtech sectors with its AI-powered vendor management platform. By optimizing workflows and streamlining operations, Coverbase enhances efficiency and scalability for businesses navigating the any ecosystem.

PartnerSpace hopes to imnpress with its partnership management platform

Wuuii is helping to redefine wildfire insurance

Other participating startups included PartnerSpace, a platform that simplifies embedded and affiliate partnerships. Another notable participant was Wuuii, which is transforming digital insurance solutions through AI-driven personalization.

Masterclass: The Power of a Strong Brand Identity

T Palmer discusses the impact branding has on a company

Branding isn’t just about logos and taglines—it’s about storytelling, trust, and market positioning. Led by Thien-Nga Palmer, this masterclass explored how founders can build a compelling brand that stands out in a competitive landscape. Attendees gained insights into crafting a brand narrative that resonates with customers and investors alike.

Decoding Funding for Startups: VC Perspectives

Suzanne Passalacqua (Managing Director, Carrick Capital), Sarah Kim (Partner, Centana Growth Partners), and Tanvi Lal (VC, Intuit Ventures) shared their expertise on what investors look for

Securing funding is one of the most pressing challenges for fintech, insurtech, and healthtech founders. In the Decoding Funding for Startups panel, Suzanne Passalacqua (Managing Director, Carrick Capital), Sarah Kim (Partner, Centana Growth Partners), and Tanvi Lal (VC, Intuit Ventures) shared their expertise on what investors look for, how to structure fundraising efforts, and the key financial metrics that drive investment decisions.

Building Resilient Founders & Thriving Businesses

Eric Schneider (Founder & CEO, Akko), Jason Andrew (COO/CIO & Co-Founder, Zoe Foundry), and Hannah Wu (Co-founder & CEO, Amplify Life Insurance) shared their experiences in navigating the ups and downs of startup life

The day wrapped up with a candid discussion on resilience and sustainability in entrepreneurship. Eric Schneider (Founder & CEO, Akko), Jason Andrew (COO/CIO & Co-Founder, Zoe Foundry), and Hannah Wu (Co-founder & CEO, Amplify Life Insurance) shared their experiences in navigating the ups and downs of startup life, emphasizing the importance of mental well-being, adaptability, and long-term vision.

A Night of Networking and New Opportunities

Attendees mingle and enjoy a cocktail at the Blueprint Tour SF

Attendees network and cheers at the Founders’ Dinner

Networking with the best founders

Creating Connections and Growing Community

Say cheese! Everyone smiles at the 12th Founders Dinner

Following an action-packed day at Stem Kitchen & Garden, attendees gathered for an exclusive cocktail reception. Conversations flowed over drinks, while live music created a vibrant atmosphere. The Founders Dinner later in the evening offered a cozy atmosphere for meaningful conversations. It helped build valuable connections among founders, investors, and industry leaders.

What’s Next?

As the Blueprint Tour progresses through key hubs in fintech, insurtech, and healthtech, we can feel the energy from San Francisco. This excitement sets the stage for our upcoming stops. Whether you’re a founder looking for funding, an investor scouting the next big thing, or an industry leader eager to share insights, the Blueprint Tour is the place to be.

📍 Looking to host an unforgettable industry event? Our team specializes in crafting high-impact experiences that drive meaningful connections. From marketing services to full-service event marketing strategies, we help businesses create experiences that leave a lasting impact. Learn more about our event services today!

Disruptive Optimization: Fintech Meetup’s 2025 Competitive Advantage

Posted on March 13, 2025March 14, 2025 by Charles Oakley

The fintech world came alive at Fintech Meetup 2025, an event that delivered high-impact fintech networking, groundbreaking insights, and a showcase of the latest financial technology conference innovations. With

The fintech industry is seeing important trends that are influencing conversations, lively panels, and many meetings. This year’s event fostered a vibrant atmosphere for new business opportunities. It also set a clear direction for the industry’s future.

As a specialized agency in fintech event marketing, branding, and strategic communications, T Palmer Agency recognizes the power of effective fintech events. These events can significantly drive business growth and create a lasting impact in the industry. Here’s a recap of the key highlights from the three action-packed days—and how we can help your brand make waves in b2b fintech marketing.

Day 1: A High-Energy Start to Fintech Meetup 2025

Innovate360 and JP Morgan hit the stage at Fintech Meetup 2025

The excitement was palpable as thousands of fintech professionals arrived for the first day of Fintech Meetup 2025. The energy and enthusiasm set the tone for an unforgettable event filled with fintech partnerships, networking, and innovation.

Registration opened bright and early, welcoming attendees from across the fintech ecosystem.
Innovate 360 by J.P. Morgan Payments led engaging discussions on the future of payments innovation, exploring emerging trends and transformative technologies.
Keynote speakers included Michael Rhodes from Ally Financial, Nigel Morris from QED Investors, and Ryan Breslow from Bolt. They discussed important challenges and opportunities in digital banking strategies.

The evening concluded on a positive note with the Welcome Reception, sponsored by Tyfone. This event brought attendees together for a night of connection and fun, investor networking and meaningful connections.

A collage of networking at Fintech Meetup 2025

At T Palmer Agency, we specialize in creating strategic event marketing strategies that elevate brand visibility at industry-leading fintech conferences. We also focus on SEO for your fintech blog content. From pre-event social media marketing for fintech to on-site activations, we focus on making your presence memorable. We ensure that your brand leaves a lasting impact on attendees.

Day 2: A Deep Dive into Fintech’s Future

The second day of Fintech Meetup 2025 enhanced the overall experience. It featured a comprehensive agenda focused on fintech trends. Attendees engaged in discussions and participated in deal-making activities.

networking opportunities and new connections abound at Fintech Meetup 2025

The Exhibition Hall opened at 9 AM, showcasing cutting-edge B2B fintech solutions and groundbreaking innovations.
The first session of meetings began in Hall C. It featured thousands of pre-scheduled meetings. This environment fostered strong connections and opened doors to new fintech growth strategies.
Keynote speakers delivered game-changing insights:
Colin Walsh, Founder of Varo, shared strategies on mastering digital banking experiences.
A dynamic panel discussion included leaders from M1, Public, DriveWealth, and Betterment. They examined the new factors influencing institutional investing and wealth management trends.
Meetings Session 2 continued the momentum, giving attendees another opportunity to connect, collaborate, and close deals.
The Expo Hall Happy Hour offered an ideal way to end the day. It brought fintech startups together to celebrate, network, and build on the event’s momentum.

Events like this prove the importance of precision-targeted digital marketing strategies to generate awareness and maximize engagement. At T Palmer Agency, we create engaging content marketing for fintech. We also provide paid media services for fintech brands and lead generation for fintech campaigns. Our goal is to help your brand connect with the right fintech professionals before, during, and after the event.

Day 3: A Historic Finish to Fintech Meetup 2025

The last full day of Fintech Meetup 2025 was filled with energy. Attendees engaged in impactful meetings and transformative discussions. The day concluded with an exciting startup pitch competition.

The winners of the Pitch competition accept their winnings

The Exhibition Hall opened again, giving attendees another chance to explore the best and fastest growing fintech startups.
The meetings program hosted an incredible 20,000 conversations, driving B2B fintech partnerships and business opportunities.
The Startup Pitch Finale named Utsav Shah from Kaaj and Edwin Handschuh from 1Konto as the winners. They triumphed in the much-anticipated fintech startup pitch competition.
A compelling keynote addressed the topic of expanding embedded financial services. It featured insights from Nate Starrett, who is associated with Stripe, and Tom Bianco from Fifth Third Bank. The session was moderated by Sanjib Kalita, Chairman of Fintech Meetup.
Shivani Siroya, CEO of Tala, concluded the keynotes with an inspiring talk. She discussed how emerging technologies are opening financial access and driving global growth.
The day concluded elegantly with the Expo Hall Happy Hour. Attendees shared final insights and strengthened new relationships in the fintech industry.

At T Palmer Agency, we know that great content fuels engagement. We assist fintech brands in enhancing their message. We do this through SEO-optimized blogs, social media recaps, and PR strategies. Our goal is to ensure their thought leadership stands out in discussions after events.

The Grand Finale: HumanX Closing Party

As Fintech Meetup 2025 approached its end, the excitement grew. Attendees eagerly anticipated the HumanX Closing Party at Zouk Nightclub. Attendees gathered for one last chance to celebrate, reflect on the event, and build lasting fintech partnerships.

Day 2 highlights from Fintech Meetup 2025

For brands aiming to enhance post-event engagement, we provide strategic email marketing for fintech. We also offer social media amplification and lead nurturing solutions. These services help maintain momentum long after the event concludes.

Final Thoughts

Fintech Meetup 2025 was an incredible showcase of fintech innovation, fintech networking, and industry leadership. This event featured influential fintech keynote speakers and numerous discussions on institutional investing and digital banking. It reaffirmed its status as a must-attend gathering for fintech professionals.

At T Palmer Agency, we focus on event marketing, digital strategy, and brand positioning. We help fintech companies create a strong impact. If your brand wants to stand out at major financial technology conferences, let’s connect. Together, we can create a fintech marketing strategy that delivers results.

If you missed this year’s event, make sure to mark your calendar for Fintech Meetup 2026 – because the future of fintech events is just beginning its journey!

Interested in elevating your brand’s presence at fintech events? Contact T Palmer Agency today to strategize your next big move!

Blueprint Tour Charlotte – A Look Back at a Day Full of Innovation and Growth

Posted on March 7, 2025March 7, 2025 by Charles Oakley

The Blueprint Tour: Charlotte provided insights on expansion, funding, branding, and resilience for fintech and venture-backed firms.

Key panels focused on early-stage deal-making, preventing equity dilution, and securing smart investments, providing strategies to navigate future funding challenges. Attendees gained insights from industry leaders, culminating in an exclusive Founder’s Dinner at SeaGrill, fostering valuable connections. This recap emphasizes essential lessons for entrepreneurs and investors to ensure long-term business success

T Palmer Agency gathered leading experts in fintech, insurtech, venture capital, and startup growth. This high-impact event featured engaging discussions, practical insights, and valuable networking opportunities.

The event provided a clear roadmap for founders. It covered scaling strategies, funding insights, and the importance of strong branding. This guidance is essential for those aiming to elevate their ventures. Here is a summary of the main points and lessons from each session.

Setting the Stage: Opening Remarks & Strategic Expansion Panel

Speakers: Juan Garzon (Innovate Charlotte) – Moderator, Rina Arline (BofA – Break Through Labs), Cyrus Taheri (True North), and Dan Roselli (RevTech Labs)

The event kicked off with Opening Remarks and a deep dive into Strategic Expansion: The How, When, and Why. Panelists explored key strategies for scaling a startup, including:

💪 Knowing the Right Time to Expand – Market signals, financial readiness, and operational strength all play a role in timing a company’s next big move.

🔄 Navigating Growth Challenges – From talent acquisition to regulatory hurdles, founders must anticipate challenges before they arise.

👥 Partnerships & Market Positioning – Expanding strategically means forging strong alliances and understanding competitive landscapes.

Key Insight: Growth involves not only expansion but also intentional scaling and sustainable practices.

From Start to Exit: The Full Founder Journey

Speakers: T Palmer (T Palmer Agency) – Moderator, Craig Sobol (pAIwares), Ramy Sergeldin (Spidr), and Keith Luedeman (goodmortgage.com)

One of the most awaited discussions at the event was the Start to Exit panel. Here, experienced founders shared their real-world stories about scaling, exiting, and transitioning leadership.

💡 Founder Readiness: What are the key indicators that signal it’s time to consider an exit? According to Keith Luedeman, financial readiness and market conditions play a crucial role in the decision-making process.

📊 Exit Strategies: Whether through acquisition, IPO, or merger, each path has unique challenges. Craig Sobol emphasized the importance of flexibility in an exit strategy.

Emotional and Leadership Transitions: Ramy Sergeldin emphasized the emotional challenges of leaving a company. He also stressed the importance of effective leadership succession planning.

Key Insight: A well-planned exit is as crucial as a strong launch. Founders need to be financially, operationally, and emotionally ready for the transition.

Masterclass: The Power of a Strong Brand Identity

Speaker: T Palmer (T Palmer Agency)

Brand identity is more than just a logo—it’s the emotional connection that drives loyalty and credibility. In this masterclass, T Palmer provided founders with a framework to build and strengthen their brands:

🎨 Clarity in Messaging – A clear, concise brand message helps differentiate a company from competitors.

👩‍💻 Consistency Across Touchpoints – From websites to investor decks, every brand asset should reinforce core values.

🛡️ Authenticity Wins – Audiences connect with brands that remain true to their mission and voice.

Key Insight: Strong branding is essential for founders. It is not a luxury. Effective branding helps build trust. It also attracts investors and supports sustainable growth

Decoding Funding for Startups

Speakers: Greg Brown (Angel CLT Fund),Trevor Booker (JBFitzgerald Group), James Anderson (Collective Ventures), and Nat Clarkson (Alphatech Ventures)

Securing funding is a critical challenge for any startup. This panel explored:

💰 What Investors Look For – Greg Brown emphasized traction, revenue potential, and strong leadership as key factors.

📊 Market Conditions & Timing – James Anderson explained how economic trends impact fundraising success.

💡 The Importance of Early Deals – Nat Clarkson highlighted that making wise financial choices in early funding rounds can help founders keep more equity. This ensures they maintain control and leverage in later investment stages.

Key Insight: Fundraising is not just about numbers—it’s about showcasing potential, vision, and scalability.

Building Resilient Founders, Thriving Businesses, and a Prosperous Future

Speakers: T Palmer (T Palmer Agency) – Moderator, Tya Bolton (Exceptional Business Solutions, LLC), Megan Kleinhenz (NW Corporate Wellness), and Desmond Wiggan (BatteryXchange)

The day closed with an inspiring conversation on resilience, wellness, and leadership.

💡 Founder Well-Being: Megan Kleinhenz stressed the need for mental and physical health in maintaining high performance.

🎓 Leadership in Uncertain Times: Desmond Wiggan shared how adaptability and a strong network helped him navigate challenges.

🚀 Long-Term Success Strategies: Tya Bolton emphasized the importance of company culture in sustainable growth.

Takeaway: Resilience isn’t just about bouncing back—it’s about building systems that sustain growth and well-being over time.

Founder’s Dinner and Exclusive Networking

Following the event, an exclusive, invite-only Founder’s Dinner was held at SeaGrill (seagrillnc.com) for a select group of industry leaders, speakers, and high-growth founders. The intimate gathering offered a unique chance for attendees to build meaningful relationships in a relaxed environment. This setting encouraged deep discussions about funding strategies, scaling challenges, and long-term vision.

SeaGrill Restuarant and Bar

Attendees network at the Founders’ Dinner

Networking with the best founders

Creating Connections and Growing Community

Dessert is served at the 10th Founders Dinner

During a carefully planned dining experience with exquisite seafood and an elegant atmosphere, guests shared insights on growing startups. They discussed how to maintain equity, lessons from past ventures, and the value of strategic partnerships. This behind-the-scenes networking opportunity stood out. It reinforced the Blueprint Tour’s commitment to creating lasting connections beyond the main event.

Closing Thoughts & Next Steps

The Blueprint Tour: Charlotte was a significant event that brought together founders, investors, and industry leaders. All participants were dedicated to building, scaling, and leading with purpose. Attendees gained valuable insights and connections to help advance their businesses. This was achieved through strategic expansion, brand development, funding, and resilience.

🚀 Did you miss this stop? Please stay tuned for our next event. We will offer more insights, more networking, and more chances to connect with leaders who are shaping the future.

What Was Your Biggest Takeaway?

We would like to hear from you! Share your thoughts on LinkedIn and tag #BlueprintTour.

Summary: Insights Gained from The Blueprint Tour in New York City

Posted on February 20, 2025February 21, 2025 by Charles Oakley

The Blueprint Tour: NYC brought together fintech and insurtech leaders…

for a day of expert panels, a high-energy pitch-off, and invaluable networking opportunities. From scaling strategies to funding insights, discover the key takeaways that are shaping the future of finance and insurance.

The Blueprint Tour: New York City united leaders from fintech and insurtech, along with investors and entrepreneurs. This event offered a dynamic day filled with insights, innovation, and networking opportunities. On February 13, 2025, the Classic Car Club in Manhattan hosted our event. Attendees enjoyed thought-provoking panels and a high-energy pitch-off. Valuable conversations took place, aiming to shape the future of finance and insurance.

Key Takeaways from The Blueprint Tour: NYC

The strategic expansion panel at Blueprint Tour NYC

Cristina Ciaravalli moderates the strategic expansion panel

Networking with the best cars and founders

From thought-provoking panels to an exciting pitch-off competition, the Blueprint Tour: New York City provided a deep dive into the challenges and opportunities shaping the fintech and insurtech industries. Attendees walked away with actionable insights on scaling businesses, securing funding, and fostering resilience in leadership. Below are the key highlights from each session.

Strategic Expansion – The How, When, and Why

The event kicked off with a powerful panel on strategic expansion, moderated by T Palmer (Founder and CEO, T Palmer Agency). Industry experts, including Grace Lee (AVP New Revenue, Great American Insurance Group), Veronica Genao (Executive Director, Technology Banking Group, Wells Fargo), and Marty Ringlein (Founder and CEO, Agree), explored the critical factors for fintech and insurtech startups looking to scale sustainably. Discussions centered around market timing, operational readiness, and leveraging strategic partnerships to drive expansion.

Key Topics Discussed:

Readiness:

Key indicators signaling when a startup is ready to expand, including revenue stability, customer demand, and operational capacity.
Assessing market readiness versus operational readiness to ensure a successful expansion strategy.
Evaluating new markets and customer segments through competitive analysis and localized testing.
Aligning expansion goals with the overall business strategy to avoid misalignment and unnecessary risks.
Critical operational elements such as team structure, infrastructure, and scalable processes that must be in place before scaling.

Common Challenges:

Common challenges startups face during expansion, including resource constraints, misaligned growth strategies, and regulatory hurdles.
Balancing aggressive growth ambitions with sustainable operational practices to prevent financial strain.
Overcoming hesitation around expansion due to concerns about losing control or compromising quality.
A key takeaway: successful expansion requires careful planning, strong leadership, and adaptable execution.

Fintech vs. Insurtech Growth Startups Pitch-Off

The high-energy pitch-off was one of the most anticipated segments of the day. Startups in fintech and insurtech battled it out, showcasing their innovative solutions to a panel of expert judges, including David Gritz (Co-founder, Managing Director, InsurTech NY) and Abdul Abdirahman (Principal, F Prime Capital).

Growth Startups Pitch Off

Eric Chu from Tradedesk

Jean Smart from Penelope pitches to win

The founders celebrate after their successful pitches at Blueprint Tour NYC

Startups that took the stage:

Aviary AI – Jay Patel, Co-founder and CTO – A Voice AI-powered engagement tool for financial institutions, automating customer outreach and reducing human operator time. The company has seen a 42% pick-up rate and 71% interaction rate, proving its efficiency in customer communications.
Tradesk Securities – Eric Chu, CEO – A fintech-powered broker-dealer providing AI-driven investment research tools for retail investors. With 23,000+ customers and 31 software patents, Tradesk is revolutionizing digital trading with real-time insights and zero-commission investing.
Penelope – Jean Smart, Founder and CEO – A next-generation retirement savings platform designed for micro and small businesses, simplifying 401(k) plans with an intuitive, affordable, and automated approach. Penelope serves a diverse client base, with 42% minority-owned businesses and 61% women-owned businesses.

Pitch-Off Winner:

Jay Patel won the Pitch-Off with Aviary AI, showcasing the power of Voice AI in transforming customer engagement for financial institutions.

Masterclass: The Power of a Strong Brand Identity

Led by T Palmer, this masterclass provided attendees with a deep dive into how a strong brand identity can differentiate startups in the competitive fintech and insurtech landscapes.

Key Takeaways:

A brand is more than just a logo—it’s about storytelling, identity, and customer connection.
Consistency in messaging builds trust and credibility.
Successful brands create movements, not just products, as seen with Apple, Nike, and Mailchimp.
Emotional and behavioral triggers play a crucial role in shaping how customers perceive a brand.

Decoding Funding for Startups

A must-attend session for founders, this panel featured Cristina Ciaravalli (Founder and CEO, Valli Ventures), Jay Novis (Investment Associate, QBE Ventures), Adam Chadroff (Investor, Equal Ventures), and Anna Garcia (Founder and GP, Altari Ventures), who shared their expertise on securing funding in today’s market.

Cristina Ciaravalli from Valli Ventures moderates this panel

The panelists prepare for Decoding Funding

Anna Garcia from Altari Ventures

The discussion heats up between the panelists

Jay Novis from QBE Ventures

Adam Chadroff from Equal Ventures

Key Topics Discussed:

Fundraising in Today’s Environment:

The funding landscape for early-stage startups in 2025 remains competitive, with investors prioritizing sustainable growth over rapid scaling.
Founders have multiple options to fundraise, including venture capital, angel investors, crowdfunding, and revenue-based financing.
Balancing the need for funding with ownership retention remains a key challenge for founders, requiring careful negotiation and financial planning.
Avoiding overfunding or underfunding is critical to ensure startups grow sustainably without unnecessary dilution or financial strain.

Path to Fundraising for Founders:

Determining the right time to fundraise is dependent on achieving key milestones, such as product-market fit, revenue traction, or customer adoption.
Investors look for specific metrics at different funding stages, from early traction and ARR growth to customer acquisition cost and lifetime value.
Personal and professional networks play a significant role in securing funding, often leading to warm introductions to investors.
Success stories from startups that navigated the funding process effectively emphasized the importance of persistence, strategic networking, and having a clear value proposition.

Tips & Tricks:

Common mistakes startups make include pursuing funding too early without a validated product or waiting too long and missing market opportunities.
Founders should develop a compelling pitch that highlights market opportunity, traction, and financial viability.
Before engaging with investors, startups should refine their financial models and prepare to answer tough questions about growth, burn rate, and scalability.

Building Resilient Founders, Thriving Businesses

The panel on Building Resilient Founders is about to begin

T Palmer moderates the panel

Sharon Rodriguez from Highpeak lights up the stage

Sharon makes the point that resiliency is key to succeed

Kirsten Bay from Cysurance

Our last panelist of the session

The final panel of the day addressed the importance of resilience in leadership and business. Panelists Ariel Laura Metayer (Founder, The Luminous Lab), Sharon Rodriguez (CEO, HighPeak.AI), and Kirsten Bay (Founder and CEO, Cysurance) explored strategies for maintaining founder well-being while scaling a company.

Key Topics Discussed:

Understanding Entrepreneurial Resilience:

Resilience for founders means adapting to constant challenges while maintaining a long-term vision.
Balancing work-life responsibilities is essential to prevent burnout and maintain productivity.
Prioritizing physical health—through exercise, mindfulness, and rest—is crucial for sustained energy and decision-making.
Ensuring business sustainability requires thoughtful financial planning, strong team culture, and adaptability.

Cultivating a Healthy Work Culture:

Company culture plays a critical role in fostering resilience across the entire team, not just the founder.
Implementing policies that promote physical and mental well-being positively impacts company performance and employee satisfaction.
High-performance cultures should balance ambition with well-being to prevent burnout among employees.
Leadership must set the tone for a workplace culture that prioritizes health, wellness, and overall team support.

The Power of Networking at The Blueprint Tour: NYC

Setting the stage for networking at the Blueprint NYC

Attendees mingle during the cocktail hour

Guests pose for photos while networking

The power of networking is enhanced with the vibrant atmosphere

Networking with the best cars and founders

Networking can be the source of new business

Attendees pose for photos

T Palmer and her team

Making connections at Blueprint NYC

Ariel and her team

The most unlikely of connections at Blueprint NYC

The perfect prop for a photo

Behind the scenes at NYC

Jay from JET networks at Blueprint NYC

Saying Goodbye to NYC

Beyond the panels and pitch-offs, the Blueprint Tour emphasized networking as a key driver of success. The cocktail reception and Founders Dinner provided attendees with exclusive opportunities to connect with investors, industry leaders, and fellow entrepreneurs.

Looking Ahead: The Next Stop on The Blueprint Tour

NYC was just the beginning! The Blueprint Tour will be heading to new cities, continuing its mission to foster innovation and growth within fintech and insurtech.

📍 Next Stop: NASCAR Hall of Fame, Charlotte, NC on February 25^th, 2025– Find more details here!

💡 Want to be part of the next Blueprint Tour event? Secure your spot today and connect with industry pioneers shaping the future of fintech and insurtech.

🔗 [Register for the Next Stop]

The Networking Edge – Unlocking Connections That Drive Growth

Posted on January 21, 2025February 13, 2025 by Charles Oakley

In the ever-evolving worlds of fintech and insurtech, success often hinges on who you know as much as what you know. Networking is the cornerstone of professional growth, opening doors to opportunities that no digital platform can replicate. Events such as The Blueprint Tour offer an ideal environment to build connections. They serve as a springboard for growth and innovation.

1. The Digital Era: Why Face-to-Face Networking Remains Essential

While digital communication has revolutionized global interactions, it lacks the depth and authenticity of face-to-face connections. Trust, a fundamental element of successful partnerships, is far easier to establish when meeting in person. The nuances of body language and tone create a human connection. This connection is difficult for virtual tools to replicate. Immediate reactions also play a crucial role in fostering this bond.

For professionals in fintech and insurtech, attending events such as The Blueprint Tour offers a distinctive opportunity. It allows them to connect with peers and key decision-makers in the industry. This environment is crafted to encourage authentic relationships. In a world where digital fatigue is widespread, face-to-face networking serves as a strong remedy. It enables professionals to reconnect on a deeper level.

2. Networking Events as Catalysts for Innovation

Networking events are more than just gatherings—they are incubators for ideas that shape industries. The informal conversations during coffee breaks or post-panel discussions often lead to groundbreaking collaborations.

For example, The Blueprint Tour facilitates these moments through structured and unstructured networking opportunities. Attendees leave with more than just business cards. They take away ideas, strategies, and potential partnerships that can change their careers.

3. Key Networking Opportunities at The Blueprint Tour

The Blueprint Tour goes beyond traditional event formats by offering curated experiences tailored to fintech and insurtech professionals. The event features various components designed to boost engagement. These include speed-dating sessions with investors. Additionally, there is an exclusive Founders Dinner. Each element contributes to a more interactive experience.

Speed-Dating with VCs: These rapid interactions allow startups to pitch their ideas and receive immediate feedback.
Founders Dinner: A more intimate setting where deeper conversations can unfold, fostering long-term relationships.
Cocktail Receptions: Casual yet purposeful spaces to connect with peers and industry leaders.

These unique opportunities create a dynamic environment where connections are not only made but also nurtured.

4. Building Relationships That Drive Growth

At its core, networking is about building relationships that create value for all parties involved. Meaningful connections aren’t formed through superficial exchanges but through genuine conversations that address mutual needs and goals.

Building Relationships That Drive Growth. Collaborate, Connnect. Grow.

Following up after an event is critical to solidifying these relationships. Personalized emails, LinkedIn messages, or follow-up coffee meetings can turn a single interaction into a lasting partnership.

5. Success Stories from Industry Networking

Consider the story of a fintech founder who attended The Blueprint Tour. During a speed-dating session, they connected with a venture capitalist. This encounter opened doors for potential funding and collaboration. The event provided a unique platform for networking and relationship building. Such experiences highlight the power of immersive events in fostering meaningful connections. That conversation not only secured funding but also led to a partnership that helped the startup scale globally.

Another attendee, an insurtech entrepreneur, met their co-founder at the Founders Dinner. These are not isolated incidents; they are a testament to the transformative power of networking at the right event.

6. Strategies for Effective Networking at Events

Networking is a skill that can be honed with preparation and practice. Here are some strategies to ensure success:

Strategies for Effective Networking. Networking Success Tips.

Research Ahead: Familiarize yourself with the attendees and speakers to identify who aligns with your goals.
Perfect Your Pitch: Craft a concise and compelling introduction that highlights your value proposition.
Be Present: Engage actively in conversations and listen more than you speak.

These strategies not only help in building connections but also in leaving a lasting impression.

7. Overcoming Networking Challenges

For many, networking can be daunting. Introverts may struggle with initiating conversations, while extroverts may risk overwhelming others. Addressing these challenges requires a balanced approach:

Overcoming Networking Challenges for the Networking Edge

For Introverts: Start with one-on-one interactions and use prepared questions to guide conversations.
For Extroverts: Focus on listening and ensure your enthusiasm doesn’t overshadow the exchange.

Recognizing and addressing these challenges can make networking enjoyable and productive for everyone.

8. The Role of Networking in Career Growth

Your next career milestone is one connection away, the networking edge

Networking is not just about business opportunities; it’s a gateway to mentorship, visibility, and professional development. Many successful careers have been built on connections made at events. For fintech and insurtech professionals, networking provides access to industry insights, funding opportunities, and collaborations that drive growth.

9. A Closer Look at The Blueprint Tour’s Impact

The Blueprint Tour stands out as a premier event for fostering connections within the fintech and insurtech communities. Attendees consistently praise its ability to combine structured networking with organic interactions. The impact of the event is clear in the testimonials of past participants. Many attribute important career milestones to the connections they made there.

10. How to Register and Prepare for The Blueprint Tour

Gain the networking edge and prepare for the Blueprint Tour

Preparation is key to maximizing the value of any event. Start by registering early to secure your spot, as events like The Blueprint Tour often have limited capacity. Next, establish clear goals for what you wish to achieve. This could include meeting potential investors, finding collaborators, or learning from industry leaders.

Finally, come prepared with business cards, an elevator pitch, and an open mind. The Blueprint Tour provides a unique platform. It allows participants to build connections and explore new opportunities in fintech and insurtech.

Conclusion

Networking is the bridge between where you are and where you aspire to be. Events like The Blueprint Tour provide the perfect platform to unlock connections that drive growth, innovation, and success. By leveraging these opportunities, fintech and insurtech professionals can position themselves for a future defined by meaningful collaborations and transformative ideas. Take the leap—your next big opportunity might just be one conversation away. Register today!

Unlock Connections that Drive Growth with the Networking Edge

How to Create Unforgettable Brand Activations at High-Profile Events

Posted on January 17, 2025January 19, 2025 by Charles Oakley

Creating unforgettable brand activations at high-profile events requires a blend of strategic planning, creativity, and audience engagement.

From choosing the perfect location and tailoring activations to your audience, to incorporating interactive experiences and embracing sustainability, this guide explores actionable steps to make your activations stand out. With insights into measuring success and leveraging partnerships, you’ll leave a lasting impression that goes beyond the event itself.

The world of high-profile events is a fertile ground for brands to shine. In today’s world, people’s attention is scattered. Creating memorable brand activations is essential. It is not just an extra effort; it is a key strategy. Successful activations ignite curiosity, inspire action, and create lasting emotional connections between brands and their audiences. If you’re ready to elevate your brand at your next event, reach out to our team for a free consultation.

Understanding Brand Activations

Brand activations breathe life into a company’s identity. They’re about crafting experiences that foster genuine connections. Unlike traditional advertising, activations engage audiences on a visceral level, transforming brand messages into tangible, shareable moments. Coca-Cola has interactive vending machines that give out surprises. Red Bull does exciting stunts in extreme sports. The goal is clear: change passive viewers into active participants.

The Power of Location

Location sets the tone for your activation. A tech brand may do well at a modern convention center. In contrast, a lifestyle brand might connect better in a stylish rooftop garden or an art gallery. Selecting a venue that complements your brand ethos is pivotal. Imagine Tesla showing off its latest model at a luxury eco-resort. The match between the brand and the resort’s vibe tells a strong story.

Tailoring Activations to Your Audience

An activation without audience alignment risks falling flat. Who is your target demographic? What are their values, preferences, and aspirations? Deep dive into audience analytics to uncover these insights. Millennials may crave interactive tech experiences, while Gen Z seeks authenticity and social responsibility. Personalization ensures your audience feels seen and valued.

Creativity in Design

Visuals are the silent ambassadors of your activation. Bold colors, striking architecture, or surrealistic setups can create buzzworthy moments. Creativity should go beyond aesthetics—storytelling adds depth. Imagine an augmented reality (AR) installation that animates your brand’s journey, allowing attendees to experience your narrative firsthand. Looking for inspiration? Check out our portfolio of innovative activations.

Interactive Experiences

Modern audiences crave involvement, and interactivity is the key to satisfying this desire. Activations that encourage participation are inherently more engaging and memorable. A virtual reality (VR) booth can transport attendees to a branded fantasy world. Alternatively, an interactive gaming station with rewards linked to your product ensures active engagement.

Collaborations and Partnerships

Why go solo when partnerships can amplify your reach? Collaborate with complementary brands or influencers whose values align with yours. Influencer partnerships lend credibility and expand your activation’s visibility to their loyal followers. Co-branding enhances your brand’s perception while sharing costs and resources for a mutually beneficial outcome.

Sustainability and Social Responsibility

Today’s audiences are acutely aware of environmental and social issues. Incorporating sustainability into your activation isn’t just a good practice—it’s an expectation. Use biodegradable materials, minimize waste, and partner with local suppliers to reduce your carbon footprint. Aligning your activation with meaningful causes builds trust and fosters loyalty.

Pre-Event Hype

The buildup to your activation is as crucial as the activation itself. Teasers, countdowns, and sneak peeks on social media platforms stir curiosity and generate anticipation. Use hashtags, influencer shout-outs, and behind-the-scenes content to create a sense of exclusivity. A well-orchestrated pre-event strategy ensures your activation begins with a captivated audience.

Measuring Success

Activations without measurable outcomes are missed opportunities. Before launching, establish clear KPIs to evaluate your success. Are you aiming for increased social mentions, customer sign-ups, or direct sales? Tools like Google Analytics and CRM integrations can quantify your activation’s impact, turning creativity into actionable data.

Lessons Learned from Top Activations

Consider Coca-Cola’s “Share a Coke” campaign. Coca-Cola created an emotional connection by personalizing bottles with common names. This simple idea sparked a global wave of engagement. Activations that foster genuine connections and resonate emotionally are the ones that succeed. However, meticulous planning and execution are non-negotiable to avoid missteps that could alienate your audience.

Closing Thoughts

Unforgettable brand activations are not the result of coincidence—they are the fruit of careful planning, creativity, and execution. They bridge brands and audiences through experiences that leave an indelible mark. As you gear up for your next high-profile event, dare to innovate, captivate, and elevate your brand’s story. Let us help you create an activation your audience will never forget—contact us today.

The Battle of Innovation: Fintech vs. Insurtech – Which Industry is Poised to Dominate?

Posted on January 4, 2025February 13, 2025 by Charles Oakley

Fintech vs. Insurtech startups face off at the NYC Blueprint Tour! Witness innovative pitches, get expert feedback from top VCs, and network with industry leaders. February 17th at the Classic Car Club. Register now!

The financial services world is undergoing a seismic shift, driven by the innovative forces of fintech and insurtech. These two sectors are revolutionizing how we handle money and insurance, leveraging advanced technologies to create solutions that are faster, smarter, and more accessible.

But with both industries vying for dominance, which one holds the edge? This debate takes center stage at the NYC stop of The Blueprint Tour, during the Fintech vs. Insurtech Growth Startups Pitch-Off. Set to feature four exceptional startups and a panel of expert judges, this session will showcase how these industries are driving the future of finance and insurance.

Fintech and Insurtech: The Contenders

The Fintech Edge

Fintech has become a powerhouse, transforming everything from how we conduct transactions to how we invest our time and resources

Fintech has become a powerhouse, transforming everything from how we pay for groceries to how we invest. Companies like PayPal, Robinhood, and Stripe have paved the way for a generation of startups that prioritize user-centric design and seamless digital experiences.

The Insurtech Revolution

Insurtech is revolutionizing the underwriting process and traditional insurance workflows

Insurtech, while newer, is rapidly catching up. Startups are reimagining the insurance process, offering personalized products, quicker claims, and better customer experiences. Companies like Lemonade and Hippo are setting the standard for what modern insurance can look like.

At the NYC Blueprint Tour, this head-to-head innovation battle will come to life with a Fintech vs. Insurtech Pitch-Off, giving attendees a front-row seat to the future.

Meet the Pitch-Off Innovators

The pitch-off session will spotlight four startups—two from fintech and two from insurtech—each presenting their groundbreaking solutions to a live audience and expert judges.

Fintech Presenters:

Jay Patel, Co-Founder & CTO of Aviary AI which specializes in building AI-powered tools that help businesses automate complex tasks and streamline their operations.

Leading Fintech founder (to be announced)

Insurtech Presenters:

Melissa Cebollero, Founder & CEO of Forcefield is a leader in the field of online safety and security. Forcefield provides cutting-edge technology to combat deepfakes, fraud, and other cyber threats.

Leading Insurtech founder (to be announced)

What You’ll See:

Each startup will have 6 minutes to pitch, followed by real-time feedback from a panel of experienced investors and industry experts. Attendees will gain unique insights into how these startups plan to scale and tackle challenges in their respective industries.

The Role of the Judges and MCs

The pitch-off will be guided by the amazing and engaging stage MC, Carina Oriel, Head of Rise @ Barclays.

The judging panel will provide actionable feedback, offering a glimpse into what investors prioritize in emerging companies. This real-time feedback is invaluable for anyone looking to perfect their own pitch or understand the mechanics of startup growth.

Why Attend the Fintech vs. Insurtech Pitch-Off?

The pitch-off isn’t just about competition—it’s an opportunity to learn, connect, and be inspired.

Pitch offs, networking with leading experts, and actionable growth strategies all at the Blueprint Tour NYC

Discover New Trends: See how startups are leveraging technologies like AI, blockchain, and embedded services to disrupt their industries.

Learn What Investors Look For: Gain insights from top VCs on what makes a startup pitch compelling.

Build Your Network: Meet founders, investors, and industry leaders shaping the future of fintech and insurtech.

This session is designed to provide real-world value for attendees, whether you’re a founder, an investor, or someone simply curious about the future of finance and insurance.

More Highlights from the NYC Blueprint Tour Agenda

The Fintech vs. Insurtech Pitch-Off is just one part of the exciting lineup at the NYC Blueprint Tour. Here are some additional agenda highlights you won’t want to miss:

Panel: Strategic Expansion – The How, When, and Why

Learn from a diverse panel of experts representing marketing, banking, and insurance, moderated by T Palmer. Panelists include:

Grace P. Lee @ Great American Insurance (AVP – New Revenue and Strategic Partnerships, Acquisitions & Investments)

Marty Ringlein @ Agree.com (Founder and CEO)

Leading expert in Marketing (To be announced)

Masterclass: The Power of a Strong Brand Identity

Led by T Palmer, this masterclass will explore how a robust brand can help startups build trust, attract investors, and scale effectively.

Panel: Decoding VC Funding – What Investors Really Look For

Moderated by David Gritz from Insurtech NY, this panel features top-tier investors from firms like QBE Ventures and Kickstarter, providing actionable advice for founders seeking funding.

Panel: Building Resilient Founders, Thriving Businesses

Hear from leaders like Jane Wang (Founder & CEO of Optimity), Sharon Rodriguez (CEO of HighPeak.ai), and Kirsten Bay (Founder & CEO of Cysurance) as they discuss resilience, wellness, and leadership strategies that drive long-term success.

Why This Event Is Perfect for Founders

Whether you’re a fintech founder aiming to break into new markets, an insurtech entrepreneur looking to scale, or an investor seeking the next big idea, the NYC Blueprint Tour offers unparalleled opportunities to:

Gain practical insights from industry leaders

See innovative startups pitch their ideas in real time

Network with the best minds in fintech and insurtech

Event Details

📅 Date: February 13, 2025
📍 Location: Classic Car Club, Manhattan
🕒 Time: 1:00 PM–6:00 PM

With only 75–100 seats available, this intimate event ensures meaningful connections and high-value content. Register now to secure your spot and experience the cutting edge of fintech and insurtech innovation.

The Future of Finance and Insurance

As fintech and insurtech continue to evolve, their futures are increasingly intertwined. Embedded finance and insurance are just the beginning of the collaborations between these two industries, creating seamless customer experiences that benefit everyone.

At the NYC Blueprint Tour, you’ll witness the innovations that are driving these changes, meet the people making them happen, and walk away with the insights and connections you need to succeed.

Strategic Expansion in Fintech and Insurtech – The Key to Scaling in 2025

Posted on December 26, 2024February 13, 2025 by Charles Oakley

As fintech and insurtech continue to redefine the financial services landscape, the question of how to scale sustainably in 2025 has never been more critical. With advances in AI, embedded finance, and blockchain driving the industries forward, companies must adopt strategic approaches to growth to stay competitive and deliver value.

This theme takes center stage at The Blueprint Tour NYC 2025, where the opening panel, “Strategic Expansion: The How, When, and Why,” will arm attendees with actionable strategies for sustainable scaling in a dynamic ecosystem.

What Is Strategic Expansion?

Strategic expansion involves more than just growing revenue or gaining market share. It’s about making informed, purposeful decisions that align with your startup’s capabilities and long-term goals. While rapid scaling can overwhelm infrastructure and strain resources, strategic expansion ensures growth is:

Sustainable: Aligned with operational capacity and market demand
Timely: Based on careful analysis of market readiness and industry trends
Impactful: Focused on creating long-term value through meaningful relationships

Example in Action

Consider a fintech startup entering the Southeast Asian market. Without tailoring its product to local payment behaviors or forming partnerships with regional banks, it risks failing to resonate with users. By contrast, a company that prioritizes these steps positions itself as a trusted solution, increasing its chances of success.

At the NYC Blueprint Tour, experts from marketing, finance, insurance, and venture capital will explore these nuances, offering real-world advice during the opening panel discussion moderated by T Palmer.

Opportunities and Challenges in 2025

The fintech and insurtech sectors offer exciting opportunities but come with unique challenges. Understanding both is critical for founders aiming to expand strategically.

Opportunities

Embedded Finance and Insurance: refers to the integration of financial services and insurance products into platforms that are not traditionally financial. This approach allows businesses to offer seamless financial solutions within their ecosystems, meeting customers where they already are. For example, a rideshare app offering insurance directly during the booking process creates a convenient, user-friendly experience that drives engagement. Such innovations are opening new customer bases and revolutionizing access to financial products in untapped markets.
Technological Innovation: AI-Powered Insights are transforming how fintech and insurtech companies approach operations and customer engagement. Machine learning tools enable predictive analytics that can anticipate risks, streamline claims, and tailor personalized experiences. For instance, insurers can proactively detect fraudulent activities while offering bespoke policy recommendations to clients. This application of AI ensures better decision-making and fosters trust.
Ecosystem Support: Venture capital firms, accelerators, and corporate partners are increasingly looking to collaborate with startups, providing funding, mentorship, and market access.

Challenges

Regulatory Complexity: Expanding into new markets requires navigating diverse compliance requirements. For example, data privacy laws in Europe (GDPR) differ significantly from those in the U.S. (CCPA).
Investor Expectations: In today’s funding environment, investors prioritize sustainable growth over flashy metrics. Startups need to demonstrate scalability without compromising financial or operational health.
Operational Stress: Scaling too quickly can overwhelm infrastructure and teams, leading to inefficiencies or customer dissatisfaction.

At the NYC Blueprint Tour, these challenges will be unpacked in interactive sessions like the “Building Resilient Founders, Thriving Businesses, and a Prosperous Future” panel, moderated by T Palmer and featuring top-tier executives from Optimity, HighPeak, and Cy Insurance.

Why Strategic Expansion Matters

For startups looking to succeed in fintech and insurtech, strategic expansion is not just a growth strategy—it’s a survival strategy. Founders need to answer three critical questions:

The How:
- How do you position your product to meet the needs of a new market?
- How do you secure funding to support your expansion?
The When:
- When is the right time to expand?
- Are there early indicators that signal market readiness?
The Why:
- Why does this market or opportunity align with your company’s mission and long-term goals?

These questions will serve as the foundation for discussions at the NYC event, providing attendees with actionable frameworks to apply to their own businesses.

Event Highlights: What to Expect

The NYC Blueprint Tour is more than just a conference—it’s a curated experience for fintech and insurtech leaders to learn, network, and grow.

Key Agenda Items

Panel: Strategic Expansion – The How, When, and Why
Featuring a diverse group of experts, this session will provide perspectives from marketing, accounting, legal, and investment professionals, offering a comprehensive view of strategic scaling.

Fintech vs. Insurtech Growth Startups Pitch-Off
Witness four innovative startups—two from fintech and two from insurtech—compete in a high-stakes pitch-off. Each will have 6 minutes to present, followed by real-time feedback from seasoned investors.

Masterclass: The Power of a Strong Brand Identity
Led by T Palmer, this session will explore how branding can support growth by building trust and credibility in new markets.

Case Study: Resilience in Action

A fintech startup aiming to expand into Europe faced significant regulatory hurdles. By partnering with local banks to streamline compliance and leveraging their existing customer trust, the startup successfully entered the market while minimizing operational stress.

This approach exemplifies strategic expansion and will be explored in depth during the NYC Blueprint Tour.

Tips for Scaling Strategically

Understand Market Nuances: Research customer behaviors, competition, and regulatory landscapes before entering a new market

Build Operational Resilience: Ensure your team and infrastructure are equipped to handle increased demands

Leverage Partnerships: Collaborate with accelerators, corporate partners, and local organizations to ease market entry

Focus on Brand Building: A strong brand identity can differentiate your company and build trust with new customers

Join Us in NYC

The NYC Blueprint Tour is your opportunity to gain actionable insights, connect with industry leaders, and position your company for sustainable growth.

📅 Date: February 13, 2025
📍 Location: Classic Car Club, Manhattan
🕒 Time: 1:00 PM–6:00 PM

With limited seats available, this exclusive event is designed to foster meaningful connections and deliver high-value content. Register now to secure your spot and take your business to the next level.

Introducing The Blueprint Tour: Building Connections, Growing Communities

Posted on December 21, 2024February 13, 2025 by Charles Oakley

The Blueprint for Innovation Starts Here

At T Palmer Agency, we’re thrilled to announce a transformative new initiative: The Blueprint Tour. This groundbreaking series of events is set to redefine how fintech and insurtech innovators connect, collaborate, and grow.

With our core mission of Building Connections, Growing Communities, the Blueprint Tour spans nine vibrant cities across the U.S., bringing together industry pioneers, forward-thinking founders, and key investors. The goal? To foster innovative partnerships and accelerate growth within these vital industries.

From panel discussions with industry leaders to high-impact pitch-offs, the Blueprint Tour offers a unique space to share insights, spark collaborations, and uncover the strategies needed to thrive in today’s fast-evolving markets.

Why You Can’t Miss The Blueprint Tour

This isn’t just another networking event—it’s a platform for meaningful engagement and actionable takeaways. Here’s what makes the Blueprint Tour a must-attend:

Cutting-Edge Panels and Masterclasses
Gain firsthand insights from leading experts in fintech and insurtech. Our sessions are tailored to provide actionable advice on scaling businesses, navigating funding challenges, and building resilience.

Interactive Founder Pitch-Offs
Witness the potential of fintech and insurtech as innovative startups pitch their ideas to top-tier investors. Each session offers founders real-time feedback, providing invaluable guidance to sharpen their strategies.

Curated Speed Networking
Meet with key players in the industry, including investors, VCs, and potential collaborators. These focused sessions are designed to maximize introductions and spark valuable relationships.

Exclusive Founders Dinner
Founders can close the day with a unique opportunity to engage in meaningful conversations with thought leaders and peers over a shared meal, fostering deeper connections in a relaxed atmosphere.

Blueprint Tour NYC

Join us on the Blueprint Tour NYC

Making Connections at the Blueprint Tour NYC

GRowing Communities at the Blueprint Tour NYC

Whether you’re an ambitious founder, a savvy investor, or a seasoned industry leader, the Blueprint Tour is your chance to immerse yourself in the latest trends, forge impactful partnerships, and position yourself for success.

Our Journey Across the Nation

With each city offering a unique focus and theme, the Blueprint Tour ensures that every stop delivers insights tailored to its audience. Here’s where we’re headed:

New York City (Feb 13): Strategic Expansion: The How, When, and Why
Charlotte (Feb 25): Scaling Your Fintech: A Strategic Blueprint
San Francisco (Mar 4): Scaling Sustainably – Insights from Industry Leaders
Atlanta (TBD): Building Resilience – Thrive in Challenging Markets
Austin (TBD): The Future of Fintech – Innovation and Strategy for Startups
Additional cities include Chicago, Miami, Boston, Columbus, Hartford and Des Moines.

Each event offers an engaging agenda and features expert speakers, high-profile investors, and localized content that speaks to the specific challenges and opportunities of the region.

NYC Strategic Expansion: The How, Why, and When

February 13 | 12:30 PM – 5:30 PM

New York, NY

CLT Strategic Expansion: The How, Why, and When

February 25 | 12:30 PM – 5:30 PM

Charlotte, NC

SF Strategic Expansion: The How, Why, and When

March 4th | 12:30 PM – 5:30 PM

San Francisco, CA

Des Moines Strategic Expansion: The How, Why, and When

April 15th | 12:30 PM – 5:30 PM

Des Moines, IA

Boston Strategic Expansion: The How, Why, and When

May 15 | 12:30 PM – 5:30 PM

Boston, MA

Columbus Strategic Expansion: The How, Why, and When

June 11 | 12:30 PM – 5:30 PM

Columbus, OH

Atlanta Strategic Expansion: The How, Why, and When

TBD

Atlanta, GA

Austin Strategic Expansion: The How, Why, and When

TBD

Austin, TX

Chicago Strategic Expansion: The How, Why, and When

TBD

Chicago, IL

Hartford Strategic Expansion: The How, Why, and When

TBD

Hartford, CT

Miami Strategic Expansion: The How, Why, and When

TBD

Miami, FL

What to Expect at Each Stop

The Blueprint Tour is thoughtfully designed to provide attendees with a mix of educational content, networking opportunities, and hands-on experiences. Here’s what’s in store:

Dynamic Panels
Explore hot-button topics such as venture capital funding, market expansion strategies, and leadership resilience. Each panel is led by industry veterans offering unique perspectives and actionable insights.

Hands-On Masterclasses
Dive deeper into essential areas like brand-building, innovation frameworks, and growth strategies in interactive workshops designed for founders and executives.

Networking Designed for Impact
Participate in one-on-one introductions and small group discussions to connect with investors, potential partners, and other professionals in a highly efficient format.

Pitch-Off Competitions
Discover emerging startups as they present their innovative ideas in fast-paced pitch sessions. These competitions not only provide founders with critical feedback but also offer attendees a glimpse into the future of fintech and insurtech.

Evening Receptions and Intimate Dinners
Wrap up the day with cocktails or a shared meal, providing the perfect opportunity to strengthen connections and discuss key takeaways in a more informal setting.

Hands on Master classes

Evening Receptions

Expert Panels

Networking and Cocktails at Blueprint NYC

Spotlight: New York City Event

We’re kicking off the Blueprint Tour on February 13th in New York City at the iconic Classic Car Club. The theme for this event, Strategic Expansion: The How, When, and Why, will guide attendees through practical strategies to scale their businesses with confidence.

NYC Agenda Highlights

12:30–1:00 PM: Networking and Check-In
1:00–1:30 PM: Opening Panel – Strategic Expansion: The How, When, and Why
1:35–2:05 PM: Fintech vs. Insurtech Pitch-Offs – Watch startups showcase their innovative ideas
2:10–2:40 PM: Masterclass – The Power of a Strong Brand Identity: What Founders Need to Know
2:40–3:10 PM: Networking Break
3:10–3:40 PM: Panel – Decoding VC Funding for Startups: What Investors Really Look For
3:45–4:15 PM: Panel – Building Resilient Founders, Thriving Businesses, and a Prosperous Future
4:15–5:30 PM: Closing Remarks and Cocktail Reception
6:00–9:00 PM: Founders Dinner – A curated dining experience with industry leaders

This event will bring together fintech and insurtech professionals, ensuring a high-quality, intimate experience.

Hear from Past Attendees

Don’t just take our word for it—here’s what attendees from previous T Palmer events have to say:

Marc Lampe – Miss Money Penny

Josh Butler – CompScience

Libbi Engalnder – Pharm3r

Jay Castellano – JET the Agency

Paul Richardson – Tumbleweed

Scott Knowles – Loss Scan

These attendees have experienced the value of these events in fostering innovation and building meaningful relationships.

Your Questions, Answered

Who Should Attend?

The Blueprint Tour is ideal for fintech and insurtech founders, executives, investors, and ecosystem leaders who are looking to scale, connect, and innovate.

Can I Attend More Than One City?

Absolutely! Each event offers unique themes and localized insights, making every stop a fresh and valuable experience.

What Does My Ticket Include?

Your ticket grants full access to all sessions, including:

Expert panels and masterclasses
Networking opportunities
Pitch-off competitions
Refreshments and cocktail receptions
Access to exclusive Founders Dinners in select cities

Countdown to Launch

The official Blueprint Tour webpage launches this week, offering:

Detailed agendas and speaker lineups for each city
Easy registration links to secure your spot
Early bird pricing to help you save

Seats are limited, and interest is high. Don’t miss your chance to be part of this transformative experience.

Join the Movement

The Blueprint Tour is more than an event series—it’s a movement to reshape the future of fintech and insurtech. With a focus on innovation, collaboration, and growth, this is your opportunity to connect with the best minds in the industry.

Register today and secure your spot in one of our nine cities. Together, let’s build connections, grow communities, and shape the future of these transformative industries.

Explore Events and Register

Money20/20: Privacy, Payments & Sustainable Fintech Innovation

Posted on October 30, 2024January 19, 2025 by Charles Oakley

As Day 3 of Money20/20 kicked off, the focus turned to data privacy, payment innovations, and sustainable fintech practices. Attendees explored strategies for protecting consumer data while encouraging innovation, the latest digital payment solutions, and sustainable practices that balance profit with impact. Here’s a recap of Day 3’s standout sessions, vibrant fringe events, and a preview of the final day’s highlights.

Morning Panel: Data Privacy in the Digital Age

Day 3 began with the much-anticipated panel, “Data Privacy in the Digital Age: Striking a Balance Between Protection and Innovation.” Tanya Elliott, Google’s Chief Privacy Officer, Aliyah Turner, Meta’s VP of Privacy, and Christopher Park, PayPal’s Chief Data Ethics Officer, shared insights on fintech’s complex data privacy landscape.

Elliott emphasized a collaborative approach to data privacy, advocating for fintech companies to create transparent practices that protect consumer data without limiting innovation. Turner outlined Meta’s new framework to help financial platforms handle data securely and responsibly. Meanwhile, Park highlighted PayPal’s dedication to ethical data practices and clear communication with users.

Key Takeaways:

Transparency as a Trust Builder: Consumers are increasingly concerned about data use, making transparency in data collection and sharing crucial for building trust.
Collaboration with Regulators: Panelists emphasized cooperation with regulators to develop adaptive, compliant privacy frameworks that evolve with technological advancements.
AI and Privacy: As AI solutions spread, companies must handle data ethically and securely, protecting user information while maintaining compliance.

In Focus: The Future of Digital Payments

The morning focus then shifted to digital payments with the session “The Future of Payments: Real-Time, Secure, and Seamless.” Led by Rashid Patel, Square’s VP of Product, and Marie Gonzalez, Stripe’s Head of Global Partnerships, the panel addressed the transformation in payment systems, covering real-time payments, cross-border transactions, and enhanced security protocols.

Gonzalez explained how Stripe’s new tools will make real-time payments easier for small businesses to access. Meanwhile, Patel shared insights on Square’s security upgrades designed to reduce fraud in high-volume transactions. Attendees left with a clearer view of how rising demand for fast, secure, and accessible payment options is reshaping the digital payments landscape.

Trending Themes:

Increased Focus on Real-Time Payments: Rising demand for instant transactions is driving the U.S. to accelerate real-time payment initiatives to stay competitive.
Security Innovations: As real-time payments grow, stronger security measures—like multi-factor authentication and AI fraud detection—are essential for safety.
Global Accessibility: Cross-border payment systems are evolving, providing more accessible, affordable solutions for consumers and businesses, particularly in underserved areas.

Afternoon Workshops: Sustainability in Fintech

n the afternoon on Day 3, workshops shifted focus to sustainable practices in fintech. The first session, “Greening Fintech: How Financial Services Can Drive Sustainability,” opened this discussion. Representatives from Bank of the West, Greenlight Capital, and Chime shared their sustainability initiatives, including carbon-neutral credit cards and eco-friendly investments.

Elizabeth Chambers, Chief Sustainability Officer at Bank of the West, emphasized the bank’s commitment to reducing environmental impact. She highlighted their focus on green loans and partnerships with eco-conscious organizations. Next, Tom Lin, Sustainability Lead at Greenlight Capital, addressed the rising demand for eco-friendly investments. He noted that these investments support responsible practices without compromising returns.

Workshop Highlights:

Carbon-Neutral Products: Banks and fintechs are creating products, like carbon-neutral credit cards, that let consumers make eco-friendly choices by offsetting emissions.
Impact Investing: Fintech firms are promoting sustainable investments with products focused on companies that prioritize responsible environmental practices.
Education and Advocacy: Sustainability leaders stressed the importance of educating consumers on how their financial choices affect the environment, building awareness and responsibility.

Fringe Events: Exploring Web3 and Decentralized Identity Privacy

Day 3’s fringe events featured experimental sessions and demos focused on decentralized finance (DeFi), Web3, and blockchain-based identity solutions. The standout session, “Web3: A New Identity Frontier,” drew a diverse crowd interested in how blockchain could transform identity verification and consumer security.

Fringe Event Highlights:

Decentralized Identity Solutions: Startups presented blockchain-powered identity systems designed to provide secure and seamless authentication without relying on traditional intermediaries
Web3 for Financial Services: Web3 technology is transforming finance by empowering consumers with greater control over personal data and fostering transparent financial interactions.
Cross-Industry Collaboration: Attendees examined how decentralized technologies enhance processes in banking, insurance, and healthcare. These trustless systems simplify identity verification and streamline compliance.

These fringe events enabled fintech professionals to explore Web3 and blockchain’s potential for transforming identity management, emphasizing secure, user-controlled data.

Evening Events: Stories of Innovation and Community Impact

To begin with, the evening of Day 3 showcased inspiring presentations and live performances celebrating innovation in fintech. The “Community First: How Fintech is Giving Back” storytelling series featured leaders from Cash App, Betterment, and Aspiration, who shared how their platforms are driving positive social change.

Evening Event Highlights:

Social Impact in Fintech: Executives highlighted initiatives such as fee-free accounts, micro-investing options, and educational tools to boost financial empowerment.
Art for Change: A digital art show featured installations on fintech’s impact, with themes of blockchain, AI, and accessible finance.
Impactful Networking: The day concluded with a community-focused networking session, where attendees discussed how fintech can drive meaningful social change.

Finally, these evening events highlighted fintech’s role in not only disrupting financial systems but also addressing societal needs, offering inspiration for attendees committed to making a positive impact.

Day 4 Preview: The Future of Fintech Regulation and Digital Identity

The final day promises an exciting lineup, with sessions focusing on the future of fintech regulation, digital identity, and ethical investment. Attendees can expect forward-looking discussions on how fintechs can prepare for regulatory changes while staying true to their innovation goals.

Must-Attend Sessions for Day 4:

Digital Identity and Consumer Trust: A critical session that will explore the role of digital identity in fostering consumer trust while ensuring data privacy and security
Future-Forward Regulatory Strategies: This panel will address the challenges fintechs face with evolving regulations and provide actionable strategies for compliance
Ethical Investment Trends: Leaders in sustainable finance will discuss trends in ethical investment, focusing on how companies can balance profitability with purpose in an increasingly conscious market

Final Thoughts on Day 3

To conclude, Day 3 of Money20/20 emphasized innovation, responsibility, and inclusivity, showing how fintech can drive positive change. With discussions on data privacy, digital payments, and sustainability, the day highlighted the industry’s commitment to building a transparent, secure, and eco-friendly financial future.

Looking forward, Money20/20’s final day, it’s clear these topics are more than trends—they’re becoming the blueprint for the future of financial services. Join us tomorrow for a final recap and reflections on the transformative ideas that have emerged at Money20/20.