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for Financial Institutions
Join Industry & Uptiq experts via our engaging webinars
Register for all Upcoming Webinars
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Upcoming Webinars
Kyle Ray
Vice President Financial Institutions at UPTIQ
James Hallacy
Head - Solution Engineering
See a week of loan application intake work happen in just a few minutes.
Wednesday,
September 16, 2026
James Hallacy
Presenter
Kyle Ray
Moderator
Register Now
Corey Ashline
Senior Account Executive
Lauren Brown
Senior Solutions Engineer
Document-Level Fraud Detection in Equipment Finance Applications
Thursday,
September 17, 2026
Lauren Brown
Presenter
Corey Ashline
Moderator
Register Now
Hampton Vaughan
SVP, US Banking Market
Rudy Navarro
Product Manager
See Financial AI Agent Get Built, Grounded with Audit Ready Trails
Wednesday,
September 23, 2026
Rudy Navarro
Presenter
Hampton Vaughan
Moderator
Register Now
Chris Boas
Credit Workflows
Olivier De Man
Director of Solution Engineering
Reimagining Loan Origination in the Age of AI Agents
Wednesday,
September 23, 2026
Olivier De Man
Presenter
Chris Boas
Moderator
Register Now
Armi Movsesyan
VP, Digital Banking
Pavlo Martinovych
Senior Product Manager
Turn Every SMB Signal Into a Growth Opportunity
Wednesday,
September 30, 2026
Pavlo Martinovych
Presenter
Armi Movsesyan
Moderator
Register Now
Past Webinars
Adriene McCance
GM & SVP - Private Credit & Wealth
Lauren Brown
Senior Solutions Engineer
Turn Your Lending Docs to Audit-Ready Data
Thursday,
September 10, 2026
Lauren Brown
Speaker
Adriene McCance
Hosted by
Watch Recording
Adriene McCance
GM & SVP - Private Credit & Wealth
James Hallacy
Head - Solution Engineering
Covenant Breaches Caught Today, Not in 90 Days
Wednesday,
September 2, 2026
James Hallacy
Speaker
Adriene McCance
Hosted by
Watch Recording
Hampton Vaughan
SVP, US Banking Market
Lauren Brown
Senior Solutions Engineer
From Prompt to Bank Grade AI Agent, in One Session
Wednesday,
August 26, 2026
Lauren Brown
Speaker
Hampton Vaughan
Hosted by
Watch Recording
Chris Boas
Credit Workflows
James Hallacy
Head - Solution Engineering
Loan Intake to Underwriting Workflow in Agentic AI Age
Wednesday,
August 12, 2026
James Hallacy
Speaker
Chris Boas
Hosted by
Watch Recording
Adriene McCance
GM & SVP - Private Credit & Wealth
James Hallacy
Head - Solution Engineering
From Loan File to Verified Data with Uptiq Document AI
Thursday,
August 6, 2026
James Hallacy
Speaker
Adriene McCance
Hosted by
Watch Recording
Lauren Brown
Senior Solutions Engineer
Jay Richardson
GM - Equipment Finance & Non Bank
Intake to Underwriting in One Connected Workflow
Tuesday,
July 28, 2026
Jay Richardson
Speaker
Lauren Brown
Hosted by
Watch Recording
Hampton Vaughan
SVP, US Banking Market
Kyle Kneubuhl
Managing Director - Credit Union and Banking Solutions, Uptiq
John Mignone
Institutional Client Group @ U.S. Bank Lecturer at University of Texas at Dallas
You're Paying Millions for Technology. Why is Your Team Still Doing So Much Manual Work?
Thursday,
July 16, 2026
Kyle Kneubuhl
John Mignone
Speaker
Hampton Vaughan
Hosted by
Watch Recording
Lauren Brown
Senior Solutions Engineer
Craig McKeon
VP, GTM Strategy
Stop Losing Deals to Slow Application Intake
Thursday,
July 9, 2026
Craig McKeon
Speaker
Lauren Brown
Hosted by
Watch Recording
Nick Evens
President and CEO, Curql
Kyle Kneubuhl
Managing Director - Credit Union and Banking Solutions, Uptiq
Jim Ryan
Vice President of Strategy and Growth, Curql
Redefining the Credit Union Tech Stack
Thursday,
April 16, 2026
Nick Evens
Kyle Kneubuhl
Jim Ryan
Speaker
Watch Recording
Jared Ingersoll
VP, Institutional Solutions, Uptiq
Diane Berthinier
Independent Consultant
Kyle Kneubuhl
Managing Director - Credit Union and Banking Solutions, Uptiq
Navigating the AI Landscape for your Credit Union
Thursday,
September 18, 2025
Diane Berthinier
Kyle Kneubuhl
Speaker
Jared Ingersoll
Hosted by
Watch Recording
Snehal Fulzele
Founder & CEO, Uptiq.ai
Nnamdi Okike
Founder & Managing Partner, 645 Ventures
AI for Banking: Intelligent Agents / Software that Transform How Banks Work
Friday,
September 12, 2025
Nnamdi Okike
Speaker
Snehal Fulzele
Hosted by
Watch Recording
Jay Richardson
GM - Equipment Finance & Non Bank
Gagandeep Grover
VP - Professional Services
Past the Hype: AI Agents Doing Real Equipment Finance Work
Gagandeep Grover
Speaker
Jay Richardson
Hosted by
Watch Recording
Jennifer Garcia
Loan Partner Uptiq Premier Mortgage
Adriene McCance
GM & SVP - Private Credit & Wealth
Fireside Chat on SBLOC: Unlocking Liquidity Without Disruption
Adriene McCance
Speaker
Jennifer Garcia
Hosted by
Watch Recording
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