New York Credit Union Association: EXCEL 23


June 15 - June 18, 2023


William J. Nowik, CISA, CISSP, QSA, PCIP

Principal & Chief Information Security Officer

Jordan H. Lehtonen, CRCM



Location: The Sagamore Resort, Bolton Landing, New York

Will and Jordan will be speaking on the topic of Avoiding Costly Pitfalls in Your Fintech Relationships.

Financial Institutions like yours are continuously exploring ways in which third-party fintech relationships can help them gain revenue share, reduce costs, and compete in today’s world of digital transformation. Conducting thorough due diligence is critical to ensure that you achieve your strategic and financial goals while avoiding significant, unexpected problems. These relationships can move quickly, and you must be able to keep up. Drawing from a recent experience in which Wolf & Company saved a bank client $2.5 million, Wolf experts will help you understand where and how to focus your efforts, and the pitfalls you should avoid.

Key Takeaways:

  • Guidance on common pitfalls and how to avoid them
  • Examples of what these pitfalls’ effects look like in practice
  • A roadmap for key considerations in your fintech relationships
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