Morning
Afternoon
Arrival + Coffee/light Breakfast + Badge Pickup
All
Show Barn
8:15 AM - 9:00 AM
Welcome + How the Day Works
Greg Myers
Show Barn
9:00 AM - 9:15 AM
Opening Keynote - From Roadmap to Reality: A Vertical SaaS CEO’s Journey in Embedded Finance
James Armijo, CEO of Inktavo, will discuss his leadership journey and how vertical SaaS companies can build a thoughtful roadmap for embedded finance that aligns with real customer needs. He’ll share lessons on product strategy, investor communication, and where opportunities are emerging across payments, lending, banking, insurance, payroll, and accounting.
Show Barn
9:15 AM - 9:45 AM
Fireside Chat - Expanding the Platform: The Next Embedded Finance Decisions
A Worldpay for Platforms-moderated fireside chat with a leading vSaaS operator on how platforms are evolving from embedded payments to broader embedded finance strategies. The conversation will explore the complexity of integrating multiple financial products, the impact on customer experience, and what it takes to build a roadmap that expands value beyond payments.
Show Barm
9:45 AM - 10:15 AM
Break
All
Show Barn
10:15 AM - 10:25 AM
In this fast-paced session, select ecosystem partners will each have six minutes to share one practical insight, customer example, or real-world lesson from the embedded finance market. No sales pitches, just concise perspectives on what is working, what platforms are asking for, and where real value is being created. You will hear from representatives from Global Payments for Platforms, Layer, Payroc, Payabli, Tight, Vertical Insure, Expansion Capital Group, Adyen and FIS.
Embedify Lightning Series - Six Minutes. One Insight.
Show Barn
10:30 AM - 11:30 AM
The Decision Lab - What's Your Move
Two real-world embedded finance scenarios. Two operator perspectives. One audience vote. This interactive session puts real decisions on the table, giving attendees a chance to weigh the tradeoffs, vote on the best path forward, and hear how experienced operators would approach the same challenge. This session will be moderated by Ashley Willson at Revolv.
Show Barn
11:30 AM - 12:00 PM
Lunch
All
Show Barn
12:00 PM - 1:00 PM
Payments Breakout - What Great Embedded Payments Strategies Get Right
For many vertical SaaS platforms, payments is the first and most important financial product they bring to market, but long-term success depends on more than simply turning it on. This session will examine what separates stronger payments strategies from weaker ones, including integration, adoption, customer value, and the role payments can play in a broader roadmap.
Amber Room
1:10 PM - 1:40 PM
Lending Breakout - From Financing Offer to Growth Strategy
Embedded lending is evolving beyond one-off offers into a more strategic and integrated way for vertical SaaS platforms to help customers access capital at the right time and in the right context. This breakout will look at how platforms can evaluate funding products, customer experience, partner models, and roadmap decisions as they build a more effective embedded capital strategy.
Rose Room
1:10 PM - 1:40 PM
As vertical SaaS platforms look to add more financial functionality, embedded banking opens up new possibilities around accounts, money movement, cards, and cash flow management within the software experience. This breakout will examine how platforms can assess product scope, customer value, operational complexity, and long-term priorities as they define what embedded banking should look like for their business.
Banking Breakout - Embedded Banking: The Next Layer of Platform Value
Amber Room
1:45 PM - 2:15 PM
Infrastructure Breakout - The Embedded Finance Stack: What You Need Before You Launch
Launching embedded financial products requires more than a partner integration. Platforms need the right technical, operational, compliance, and data infrastructure to support onboarding, risk, money movement, reconciliation, reporting, support, and long-term scalability. This session will break down the core building blocks vertical SaaS companies should think through before launching or expanding embedded payments, lending, payroll, banking, insurance, or accounting products.
Vijay Vachani- Moderator
Elizabeth Black - Panelist
Velvet Room
1:45 PM - 2:15 PM
Investor Breakout - Monetization, Moats, and the Investor Lens on Embedded Finance
What makes one embedded finance strategy look incremental and another look truly strategic? This session will explore how operators can build stronger platforms by understanding the factors investors care about most, including customer value, defensibility, revenue quality, and long-term growth potential.
Brady Harris - Moderator
Megan Heinz - Panelist
Jake Colognesi - Panelist
Gardiner Garrard - Panelist
Rose Room
1:45 PM - 2:15 PM
Payroll Breakout - Making Payroll Part of the Core Platform
Payroll has traditionally lived outside the software experience, creating extra steps, added friction, and disconnected workflows for customers. This session will examine how vertical SaaS platforms can bring payroll closer to the core product in ways that strengthen usability, increase platform value, and support a more complete operating system for the customer.
Amber Room
2:20 PM - 2:50 PM
Accounting Breakout - From Back Office to Platform Advantage
For many small businesses, accounting is still fragmented, manual, and disconnected from the software they use to run the rest of the business. This session will look at how vertical SaaS leaders can embed accounting workflows in ways that improve visibility, reduce friction, and make the platform more valuable over time.
Rose Room
2:20 PM - 2:50 PM
Networking Break
All
Transition
2:50 PM - 3:30 PM
Operator Readiness - Are You Ready to Embed?
Before adding another financial product, vertical SaaS companies need to make sure the organization is ready to support it. This session will explore the strategic, operational, and organizational considerations that come with embedded finance — from internal alignment and customer readiness to resources, ownership, and execution. Led by Shirley Hsu, the converrsation will help operators think through what needs to be in place before making the next move.
Shirley Hsu - Moderator
Show Barn
3:30 PM - 4:00 PM
Closing Keynote - The Next Chapter of Growth in Vertical SaaS
As vertical SaaS platforms move deeper into embedded payments and financial products, the real opportunity is not simply adding more products. It is building a more valuable, differentiated, and durable platform. In this closing keynote, WorkWave’s SVP & GM of Fintech will share a practical operator’s perspective on what it takes to expand from payments into a broader embedded finance strategy, including lending and payroll. Drawing from WorkWave’s own journey, he will explore why vertical SaaS companies are embedding financial products, how to think about sequencing and execution, what success looks like beyond revenue, and how fintech can become a deeper part of the customer experience.
Jacob Olins, Workwave
Show Barn
4:15 PM - 4:45 PM
Closing + Next Steps
Greg Myers
Show Barn
4:45 PM - 5:00 PM
Explore Agenda - October 13, 2026