The Secure Finance Summit Conference Organizers
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Converge Events is a premier organizer of B2B conferences, with a focus on fintech, risk management, and credit union technology. Our events, such as the U.S. Fintech Symposium, Fintech Risk & Compliance Forum, and CU Growth & Innovation Summit, unite industry leaders for insightful panel discussions, peer-to-peer learning, and strategic networking.
We are dedicated to facilitating meaningful conversations that drive innovation and offer actionable insights, providing lasting value to attendees and the industry through in-depth post-event white papers. |
Daniel J. Carmody - Founder & Conference Producer
Dan is a visionary fintech and treasury strategist with a proven track record as both an executive and entrepreneur. He specializes in developing and implementing innovative solutions for complex finance and fintech challenges, consistently turning ideas into impactful realities. A dynamic networker, Dan thrives on building connections with industry leaders who share his passion for innovation and strategic thinking.
Dan’s career began in corporate treasury roles at Arthur Andersen, Equity Office Properties, and AON Corporation, providing him with a solid foundation in finance. In 2002, he founded TreaSolution, Inc., a consultancy dedicated to helping organizations develop world-class fintech and treasury management functions. Over the next two decades, Dan expanded TreaSolution’s offerings to include event production, staffing, and training services. His expertise also led to a teaching role at Northwestern University in 2012, where he instructs the Certified Treasury Professional (CTP) course. Notably, 94.29% of his students have reported that Dan exceeded their expectations.
In 2018, Dan launched the U.S. Fintech Symposium, a flagship event where fintech leaders converge to discuss industry trends and practical solutions. Building on this success, he introduced the Fintech Risk & Compliance Forum in 2023 and, in 2024, established Converge Events to manage these conferences, alongside the CU Growth & Innovation Summit and the Secure Finance Summit. Converge Events is dedicated to fostering industry-changing discussions that drive progress and growth within the financial sector.
An active member of the Treasury Management Association of Chicago and the Northern Illinois University Department of Finance Board of Executive Advisors, Dan is also a sought-after speaker. He has delivered over 120 sessions on topics ranging from fintech and treasury management to networking and professional development, consistently demonstrating his deep expertise and commitment to advancing the industry.
Dan’s career began in corporate treasury roles at Arthur Andersen, Equity Office Properties, and AON Corporation, providing him with a solid foundation in finance. In 2002, he founded TreaSolution, Inc., a consultancy dedicated to helping organizations develop world-class fintech and treasury management functions. Over the next two decades, Dan expanded TreaSolution’s offerings to include event production, staffing, and training services. His expertise also led to a teaching role at Northwestern University in 2012, where he instructs the Certified Treasury Professional (CTP) course. Notably, 94.29% of his students have reported that Dan exceeded their expectations.
In 2018, Dan launched the U.S. Fintech Symposium, a flagship event where fintech leaders converge to discuss industry trends and practical solutions. Building on this success, he introduced the Fintech Risk & Compliance Forum in 2023 and, in 2024, established Converge Events to manage these conferences, alongside the CU Growth & Innovation Summit and the Secure Finance Summit. Converge Events is dedicated to fostering industry-changing discussions that drive progress and growth within the financial sector.
An active member of the Treasury Management Association of Chicago and the Northern Illinois University Department of Finance Board of Executive Advisors, Dan is also a sought-after speaker. He has delivered over 120 sessions on topics ranging from fintech and treasury management to networking and professional development, consistently demonstrating his deep expertise and commitment to advancing the industry.
Chuck Wohltmann - Director of Revenue
Chuck is the Director of Revenue for Converge Events, where he leads sponsorship and registration efforts for the U.S. Fintech Symposium, the Fintech Risk & Compliance Forum, the CU Growth & Innovation Summit and the Secure Finance Summit. With deep expertise in consultative sales and partnership building within the fintech, finance, and tech industries, Chuck excels at creating tailored solutions that align with clients' business and marketing objectives.
Chuck’s approach goes beyond transactions—he focuses on building meaningful, long-term relationships by understanding each client’s unique needs and delivering value-driven outcomes. His commitment to ensuring a strong return on investment (ROI) for clients and his strategic insight into industry trends make him a key driver of success for Converge Events. By consistently turning client goals into measurable results, Chuck plays a pivotal role in supporting innovation, growth, and impact within the fintech and financial services sectors.
Contact Chuck today if your interested in learning more about our great sponsorship packages!
Chuck’s approach goes beyond transactions—he focuses on building meaningful, long-term relationships by understanding each client’s unique needs and delivering value-driven outcomes. His commitment to ensuring a strong return on investment (ROI) for clients and his strategic insight into industry trends make him a key driver of success for Converge Events. By consistently turning client goals into measurable results, Chuck plays a pivotal role in supporting innovation, growth, and impact within the fintech and financial services sectors.
Contact Chuck today if your interested in learning more about our great sponsorship packages!
Julie Sweeney - Event Manager
Julie is the Event Manager for Converge Events, overseeing the overall coordination and logistics for the U.S. Fintech Symposium, the Fintech Risk & Compliance Forum, the CU Growth & Innovation Summit, and the Secure Finance Summit.
A highly skilled operations and project management professional, Julie leverages her extensive experience to deliver events that are seamless, impactful, and valuable for all stakeholders.
Known for her hands-on approach and attention to detail, Julie is the go-to person for any event-related questions or concerns. She is committed to ensuring every aspect of the event experience exceeds expectations. For assistance, please feel free to reach out to her via the Contact Us form.
A highly skilled operations and project management professional, Julie leverages her extensive experience to deliver events that are seamless, impactful, and valuable for all stakeholders.
Known for her hands-on approach and attention to detail, Julie is the go-to person for any event-related questions or concerns. She is committed to ensuring every aspect of the event experience exceeds expectations. For assistance, please feel free to reach out to her via the Contact Us form.