Finance 4.0 Summer School returns to Bucharest – agenda now available

We are pleased to announce that the agenda for the Finance 4.0 Summer School has now been published. Following feedback from participants and in an effort to make the program as accessible and convenient as possible for everyone interested in attending, the location has been reconsidered, with Bucharest emerging as the preferred option in terms of travel time and accessibility. Therefore, the sessions will take place at the The Marmorosch Bucharest, on June 2-3–4.

„The diversity and relevance of these modules make the event valuable for any manager, regardless of industry. This is also the reason why we decided to rename the event Finance 4.0 Summer School – to better reflect the fact that it is no longer designed exclusively for bankers, but for all managers involved in their companies’ digital transformation journey.” – says Nic Balaceanu, Program Director of the Finance 4.0 Summer School.

This year’s program brings together a highly relevant mix of topics for today’s business leaders, covering everything from geopolitics and macroeconomics, accounting and marketing, leadership and organizational culture, and growth strategies, to artificial intelligence in product development and decision-making, as well as cybersecurity.

The program is designed for professionals seeking a deeper understanding of how digital finance, tokenised money, next-generation payment infrastructure, and platform-based business models are reshaping financial ecosystems.

Beyond banking, the discussions are highly relevant for decision-makers and specialists in insurance, telecommunications, consumer finance, payments, fintech, and digitally enabled service industries navigating the convergence of finance, technology, and customer experience.

JUNE 2 – morning session (09.00 – 14.00)

Context – In what world are we making decisions?

What we cover
Geopolitics
Macroeconomic context
Financial stability from a system perspective
Decision-making in a volatile environment

Lecturers: 

. Doru Lionachescu — Board Member Banca Transilvania, Member of the Supervisory Board Salt Bank

. Florin Dragu — Head of Systemic Risk Division, Financial Stability Department, National Bank of Romania

. Sergiu Zaharia — Independent Cyber Advisor & Founder Expand Cyber, former Director of Cyber Strategy at Deloitte

. Emil Hurezeanu — former ambassador and foreign minister of Romania

JUNE 2 – afternoon session (15.00 – 18.00)

Strategy & Decision– How are decisions actually made?

What we cover
Applied strategy through a real case
Decision-making in organizations
Leadership and decision culture
Discussion on real business decisions

Lecturers

. Radu Mavrodin — Vice President People & Culture, OMV Petrom

. Druid – (tbc)

JUNE 3 – morning session (09.00 – 14.00)

How can technology support better financial decisions?

What we cover

Financial products and customer journeys

Decisioning and scoring

Alternative data

Payments and distribution

Lecturers

. Mike Holmes — Head of Data Science at Provenir

. Daniel Nicolescu — CEO Symphopay, to be confirmed

. Felix Crișan — CTO Netopia Group & Nic Bălăceanu — CEO Lendrise

JUNE 3 – afternoon session (15.00 – 18.30)

How do we use data to decide — and to comply?

What we cover

Data-driven compliance and explainability

Identity and access to data

Decisioning and scoring

Alternative data

Lecturers

Experian — to be confirmed

Cătălin Giulescu — President of the Authority for Digitization of Romania

Cristian Racu — General Manager Romanian Credit Bureau

JUNE 4 – morning session (09.00 – 14.00)

What do we build — and what can go wrong?

What we cover

. Applied strategy through a real case

. Regulatory impact on products: PSD3 and CCD II in practice

. Financial products and customer journeys

. Decision-making under regulatory and market constraints

Lecturers

. Alexandra Velescu — Principal at Kearney

. Andrei Burz-Pinzaru & Dănuț Arion — Partner in Reff & Associates – Deloitte Legal Romania / Managing Associate Deloitte Legal

JUNE 4 – afternoon session (15.00 – 18.30)

How do financial brands turn decisions into customer value?

What we cover · 15:00–18:00

. Marketing and growth driven by data

. Financial products and customer journeys

. Cyber Crisis: The first 72 hours / Executive simulation: what happens when you lose your data?

Lecturers

. Cătălin Rusu & Alina Tudose — Co-founder & CEO Rutu + Bortun / Co-founder Brand Growers

. Daniel Popescu & Ramona Vlad — Head of Engagement at Advisority / founder & CEO at EFI8

Registration for the Finance 4.0 Summer School is now open.

As the program is designed to ensure an interactive and high-quality learning experience, participation is limited to a maximum of 30 attendees. With the event approaching and a limited number of places remaining, we encourage those interested to secure their participation at their earliest convenience.

We look forward to welcoming participants in Bucharest on June 3–4 at the The Marmorosch Bucharest