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The U.S. Fintech Symposium Conference Organizers
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Converge Events specializes in organizing B2B conferences in fintech, risk management, and credit union technology. Our events, including the U.S. Fintech Symposium, Fintech Risk & Compliance Forum, and Credit Union Tech Stack Summit, connect industry leaders through expert panel discussions, peer-to-peer learning, and strategic networking opportunities.
We facilitate meaningful dialogues that drive innovation and deliver actionable insights, extending value beyond the event through comprehensive post-event white papers. |
Daniel J. Carmody - Founder & Conference Producer
Dan is a forward-thinking fintech and treasury strategist with a wealth of experience as an executive and entrepreneur. Dan enjoys envisioning solutions to complex finance / fintech challenges and willing their solutions into existence. A voracious networker, Dan enjoys connecting with professionals who share a passion for innovation and cross-disciplinary discussions.
Dan began his career in corporate treasury roles at Arthur Andersen, Equity Office Properties, and AON Corporation. In 2002, he founded TreaSolution, Inc. which provides consulting services to organizations seeking to build world-class fintech and treasury management functions. Over the next two decades, expanded TreaSolution's offerings to include events, staffing, and training services. In 2012, Dan was recruited by Northwestern University to teach a post-graduate Certified Treasury Professional (CTP) course. Based on post-course evaluations, 94.29% of students indicated that Dan exceeded their expectations.
In 2018, Dan launched the U.S. Fintech Symposium, a premier two-day event that brings together fintech leaders to discuss practical solutions and industry trends. Following its success, the Fintech Risk & Compliance Forum was introduced in 2023. In 2024, Dan founded Converge Events, which now oversees these conferences along with the Credit Union Tech Stack Forum. Converge Events is dedicated to fostering meaningful industry conversations that drive innovation and growth.
Dan is active member of the Treasury Management Association of Chicago and the Northern Illinois University Department of Finance Board of Executive Advisors. An accomplished public speaker, Dan has delivered over 120 sessions on fintech, treasury, networking, and career development.
Dan began his career in corporate treasury roles at Arthur Andersen, Equity Office Properties, and AON Corporation. In 2002, he founded TreaSolution, Inc. which provides consulting services to organizations seeking to build world-class fintech and treasury management functions. Over the next two decades, expanded TreaSolution's offerings to include events, staffing, and training services. In 2012, Dan was recruited by Northwestern University to teach a post-graduate Certified Treasury Professional (CTP) course. Based on post-course evaluations, 94.29% of students indicated that Dan exceeded their expectations.
In 2018, Dan launched the U.S. Fintech Symposium, a premier two-day event that brings together fintech leaders to discuss practical solutions and industry trends. Following its success, the Fintech Risk & Compliance Forum was introduced in 2023. In 2024, Dan founded Converge Events, which now oversees these conferences along with the Credit Union Tech Stack Forum. Converge Events is dedicated to fostering meaningful industry conversations that drive innovation and growth.
Dan is active member of the Treasury Management Association of Chicago and the Northern Illinois University Department of Finance Board of Executive Advisors. An accomplished public speaker, Dan has delivered over 120 sessions on fintech, treasury, networking, and career development.
Chuck Wohltmann - Director of Sales
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Chuck Wohltmann is the go-to sponsorship sales expert for both the U.S. Fintech Symposium and the Fintech Risk & Compliance Forum. As our Director of Sales, Chuck brings a wealth of consultative and sponsorship sales experience to the fintech, finance and tech arena. He's all about building lasting partnerships by truly understanding his clients' needs, helping them reach their business goals and striving to deliver a solid ROI.
Chuck's approach isn't just about making deals; it's about creating valuable, enduring connections in the ever-changing fintech landscape. Chuck guides clients towards success by tailoring solutions that align seamlessly with their sales and marketing objectives. His commitment to excellence and knack for turning client needs into tangible results make him an invaluable asset for driving fintech innovation and growth. |
Julie Sweeney - Event Manager
Julie Sweeney is the Event Manager for all Converge Events conferences. She is responsible for the overall coordination and logistics of these events.
A multi-skilled operations, project management, and meetings professional, Julie leverages her deep knowledge and experience to create events that are meaningful, memorable, and valuable to all stakeholders.
Julie is the go-to person for all questions and concerns. Please feel free to reach out to her via the Contact Us form.
A multi-skilled operations, project management, and meetings professional, Julie leverages her deep knowledge and experience to create events that are meaningful, memorable, and valuable to all stakeholders.
Julie is the go-to person for all questions and concerns. Please feel free to reach out to her via the Contact Us form.