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⚡ Pre-Event (by Fri Apr 25)

  • Register at luma.com/FTW_NYC26
  • Message Luke: intro to Erica Dorfman (Brex CFO)
  • Message Luke: intro to Joe K. at Deel
  • Message Neil: intro to Mark Batsiyan (Inspired Capital)
  • Prep 30-second pitch (Silver Bears + Gusto + $10-12K)
  • Print 15 business cards
  • Update seed deck with traction metrics

📋 Post-Event (Fri May 1)

  • Log all meetings to memory/accounts/
  • Draft follow-up emails for all TIER A meetings
  • Update MEMORY.md with investor learnings
  • Identify top 3 investors for deeper engagement
  • Schedule week 2 follow-ups
9:30 AM
Sales Review
Internal (on calendar)
10:30 AM
Weekly Team Meeting
Internal
11:00 AM
🎤 B2B Financial Operating System (Fireside)
PENN 2, Main Stage
Speakers: Everett Cook (Rho), Mark Batsiyan (Inspired Capital, Moderator)
Why: THIS IS YOUR THESIS. Sit front row. Meet Mark after.
12:00 PM
Reservation / Lunch
Conference area
12:15 PM
🎤 The Stablecoin Moment
PENN 2, Main Stage
Speakers: Farooq Malik (Rain), Marcos Fernandez (Fiat Ventures)
Cross-border angle. Network after.
3:00 PM
Gusto ↔ TreasuryPath
On calendar
POC check-in. Monitor progress.
3:10 PM
🎤 The Fintech Rollup
PENN 2, Main Stage
PRIORITY: Steve McLaughlin (FT Partners CEO) — #1 fintech investment bank
5:00 PM
🥂 NYC Fintech Summit Happy Hour
Venue TBD (VCUncovered curated)
High-quality founder/VC/operator crowd. Work the room hard.
6:00 PM
NY FinTech Dinner (Amex Ventures + TTV)
Saga, 70 Pine St 63rd Floor
10:00 AM
Network outreach
On calendar
10:00 AM
Haircut
On calendar
11:30 AM
🎤 Scaling Without Borders (a16z Panel)
PENN 2, Main Stage
PRIORITY: Ali Rathod-Papier (a16z Partner) — tier-1 investor
Sit near stage. Meet after or at lunch.
12:15 PM
🎙️ Live Podcast: Erica Dorfman (Brex CFO)
PENN 2, Podcast Stage
STRATEGIC: Brex customers = your ICP. Meet after.
12:45 PM
🎤 CFO Playbook Panel
PENN 2, Main Stage
Speakers: Sruthi Lanka (Public), Karan Parekh (Clay)
Your buyer personas. Network hard.
2:45 PM
Eloise Piano
On calendar
3:30 PM
Prospecting
On calendar
2:00 PM
tPath ↔ April weekly
On calendar
2:15 PM
🎤 Recipient Verification Panel
PENN 2, Main Stage
Speaker: Oded Zehavi (Mesh Payments CEO)
Payment verification angle. Tier-2 strategic.
5:30 PM
🍹 Tap Night
895 Broadway 5th Floor
6:00 PM
Taxxire x Strativ - CEO Happy Hour
Location TBD
Mark Batsiyan
General Partner
Inspired Capital
Moderating B2B Financial OS panel (Tue 11am). This is your thesis.
Steve McLaughlin
CEO
FT Partners
#1 fintech investment bank. Speaking Tue 3:10pm.
Ali Rathod-Papier
Partner
a16z
Tier-1 investor. Speaking Wed 11:30am on global fintech.
Erica Dorfman
CFO
Brex
Live podcast Wed 12:15pm. Brex customers = your ICP.
Courtney Leimkuhler
Managing Partner
Springbank Collective
Financial infrastructure investor. Speaking Tue afternoon.
Joe K.
CFO
Deel
16 mutual connections with Luke Voiles. Warm intro path.
Jatin Rajput
CFO
MPOWER Financing
32 mutual connections with Luke Voiles. Strongest signal.