ACUIA Webinar - Managing Fintech Lending Partnerships

ACUIA Webinar - Managing Fintech Lending Partnerships - Wednesday June 8th, 2022 12pm ET

The lending process is changing and there are ways to gain efficiency, generate more demand, play in a niche market, or be a conduit in the process. Join us as we discuss different models to augment your current lending practices and things to think about as part of our strategic planning.

 About the Presenters

Terry Ammons, CPA, CISA, CTPRP, Partner, assists financial institutions and fintech companies with a variety of risk advisory, assurance and consulting services and serves as Wipfli's Fintech Practice leader. He has extensive experience providing Service and Organization Controls (SOC) reports for transaction and payment processors, core banking, alternative lenders, managed services, loan servicing and software development for technology companies throughout the United States. Terry also counsels fintech companies at the startup and growth-stages on strategy matters. He has written and presented on variety of topics such fintech/banking partnerships, vendor risk management and innovation in financial services and currently serves on the Board of the Association for Financial Technology.

Mary Beth Marchione, CPA, CISA, CISSP, is a Senior Manager at WIPFLI with over 12 years of experience in risk advisory services related to information technology (IT) audits, System and Organization Controls (SOC) reports, regulatory reporting and risk mitigation. She is attuned to the needs of various types of clients including startup businesses, established companies, individuals, health technology companies, fintech companies and financial institutions. Clients appreciate Mary Beth's tailored solutions to help them overcome challenges in a wide range of complex information technology environments and meet their goals.