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 the Treasury Leadership 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 Carmody is the founder of Converge Events, a premier conference platform that powers four industry-leading events: the U.S. Fintech Symposium, the Fintech Risk & Compliance Forum, the CU Growth & Innovation Summit, and the Treasury Leadership Summit. These conferences are built to spark real dialogue and deliver strategic value through expert panels, peer-to-peer discussions, and high-impact networking.
Dan’s passion for advancing financial innovation stems from his early career in corporate treasury roles at Arthur Andersen, Equity Office Properties, and AON Corporation. In 2002, he founded TreaSolution, a consultancy that evolved into a multi-service firm focused on fintech, treasury, training, and event production.
A recognized thought leader and educator, Dan has taught Northwestern University’s Certified Treasury Professional (CTP) course and delivered over 150 presentations on fintech strategy, treasury management, and leadership.
Chuck Wohltmann leads sponsorship strategy and revenue growth across the Converge Events portfolio. As Director of Revenue, he brings deep expertise in consultative sales and business development within the fintech, banking, and technology sectors. Chuck is known for building lasting partnerships by understanding each client’s goals and aligning sponsorship opportunities to deliver measurable ROI.
To connect with Chuck about available sponsorship opportunities, please visit our Sponsorship Inquiry Page and submit your request. He’ll follow up directly to explore how we can help you meet your marketing and growth objectives.
Julie leads the coordination of logistics from venue planning to on-site execution, creating smooth and engaging experiences for attendees, speakers, and sponsors. Her background in project management, vendor relations, and event operations supports the unique needs of every Converge Events conference.
Julie’s approach goes beyond managing logistics. She focuses on delivering value by anticipating potential challenges, fostering environments that support meaningful connections, and maintaining a consistently high standard of experience across every touchpoint. Her attention to detail and collaborative mindset make her an essential part of the team that brings each event to life.
Julie is the go-to person for all questions and concerns. Please feel free to reach out to her via the Contact Us form.
