Converge Events is powered by a team of passionate strategists, connectors, and problem-solvers who believe that real progress starts with meaningful conversation. We design executive-level conferences that prioritize connection, innovation, and action, and it all begins with the people behind the scenes. Meet the team driving every detail to deliver impactful experiences for leaders across fintech, banking, and credit unions.
Dan Carmody is the founder of Converge Events, the conference platform behind four executive-level events: the U.S. BankTech Summit (formerly the U.S. Fintech Symposium), Fintech Risk & Compliance Forum, CU Growth & Innovation Summit, and Treasury Leadership Summit. These conferences deliver strategic insights, enable peer-to-peer collaboration, and support decision-makers across the banking, treasury, and financial services industries.
Dan’s commitment to financial innovation began with 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 providing treasury consulting, executive training, and event production.
A recognized educator and industry speaker, Dan previously taught the Certified Treasury Professional (CTP) course at Northwestern University and has delivered more than 150 presentations on treasury strategy, financial technology, and leadership. He is known for translating complex financial topics into clear, actionable strategies for senior executives.
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.
Sean Brady brings a blend of creativity, analytical insight, and dedication to his role as Marketing and Sales Analyst at Converge Events. Currently pursuing his MBA at Saint Xavier University, he graduated cum laude from Lake Forest College with a degree in Business Marketing and a minor in Chinese. Recognized nationally for excellence in academics, leadership, and athletics, Sean now applies that same drive to advancing Converge’s mission of fostering connection, innovation, and action in the banking, treasury, and financial services industry.
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