Innovation News Items

CB Insights FinTech Webinar Series

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CB Insights has planned a series of upcoming webinars on FinTech in 2017. If you’re into everything fintech and are interested in becoming an instant expert, register for these webinars which are running from now until April. Check them out:

Fintech Trends - February 16, 2017 at 1 PM ET
Where is fintech heading in 2017? Answering your questions about where new early-stage bets are being made, which market segments are gaining or losing momentum, where banking and insurance incumbents are investing and partnering, and where major players like Ant Financial are making moves.

RegTech Startup Trends - February 23, 2017 at 1 PM ET
Regtech startups are helping companies decipher regulatory complexities, leveraging AI and data analytics, and proactively identifying and mitigating risk. On Feb 23 we’ll dive into investment areas, trends, and how companies like Fenergo and Avalara are removing gaps in compliance across industries.

Blockchain Trends and Applications - March 23, 2017 at 1 PM ET
We’ll answer: Who are the most active VCs? How are corporates thinking about blockchain? Is blockchain really the everything disruptor?

State of Insurance Tech - April 11, 2017 at 1 PM ET
We’re covering the startups you need to know, the smart money insurtech bets, and the big moves from insurance incumbents and big tech.

Even if you can’t attend live, sign up anyway and they will send you the recording and PDF after each webinar. 



FREE webinar: Building a Business Creation Engine

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Tuesday, January 24, 2017

11:00 am EST / 8:00 am PST

If you're unable to attend live, still register! You'll be sent an on-demand recording.

In this FREE webinar, Clayton Christensen, Derek van Bever, both of Harvard Business School, and Paul Michelman of MIT Slone Management Review will discuss how to improve your odds of success at business model innovation. The presentation will be followed by a Q&A with the speakers.

In this webinar, you'll learn:

• The three stages of the business model journey, and how interdependencies among business model elements change over time • How to evaluate the fit between an opportunity and an existing business • Why a company should focus on creating new business models, rather than changing existing ones • How to turn an event — the act of creating a new business and a new business model — into a repeatable process

CLICK Here  for FREE registration and more details. 

Highly recommended!

Register and get free recording of valuable business model innovation advice even if you can't attend discussion due to time slot conflicts...


Chief Innovation Officer Summit - New York City 12/5-6

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Chief Innovation Officer Summit - 12/5-6 NYC

Interactive learning & unparalleled networking opportunities with innovation leaders from the world's most progressive companies. Reinvigorate your business with fresh ideas, meet industry pioneers and discover how to deliver breakthrough results!

Click above for details and Use Institute 20% discount: IID20

The Institute highly recommends that all members participate in a global, cross-industry business innovation conference as part of your annual professional development.


Startupbootcamp NYC FinTech Demo Day - July 20th 12:30-5:00PM

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StartupBootCamp FinTech DemoDay - Register Now for Yourself + One Team Member Below 

As part of our IID FinTech radar program, Institute members have been invited to celebrate the end of the 13 week journey for Startupbootcamp's 10 new startup teams with 600 of their best fintech friends!  You'll be joined by VC'sAngelsIndustry ExpertsMentorsFintech Founders and more from a global community.  Their theme for their first ever US accelerator program is "Wrecking Ball"!


    KEYNOTE SPEAKER: We are excited to announce that Adrienne Harris, Special Assistant to the President for Economic Policy, National Economic Council at The White House, will be joining us!   The Startups

In alphabetical order, the Startupbootcamp FinTech New York Teams of 2016:


Technology that empowers banks and credit unions to innovate faster 


Centralized trading platform for alternative assets


A blockchain-based loan verification and trading platform facilitating transparency and liquidity


An enterprise blockchain platform for trade and the financial supply chain


Bitcoin & Blockchain Asset Investment Platform



Eliminating friction by connecting old and new systems with fast and flexible API design tools


Easy smart contracts for individuals


Making payment fraud a thing of the past


Real-time supplier trust scoring

Visualize Wealth

The next generation of mobile investment reporting 

Registration needed for this FREE FinTech event: 

password: wreckingball


IID Financial Services Innovation Forum at the NASDAQ

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The Institute for Innovation Development - an educational and business innovation network for growth oriented financial advisors and industry executives - will be having a regional Financial Services Innovation Forum in New York City on Thursday 6/23 8:30AM-12:30PM. The event is being hosted by the NASDAQ at its One Liberty Plaza headquarters in lower Manattan. The Institute will be bringing together a cross-section of our strategic partners, Founding members, and innovation experts from our Advisory Board to discuss progressive industry topics and explore new initiatives and resources from the Institute. All stakeholders and their guests are cordially invited!


Feature guest speakers include:


  Mark Landis & Andrew Dassori, Wavelength Capital Management - an innovative money management firm leading the efforts in connecting artificial intelligence(AI) and the ongoing academic research supporting AI to the investment process. Besides working with institutional clients, Wavelength works with other money managers and advisors providing an AI overlay across their portfolio management process. 


Startupbootcamp FinTech pitch session - Startupbootcamp is one of the largest startup support organizations and FinTech accelerators in the world. Besides running accelerators in 11 major technology hub cities across the globe, Startupbootcamp takes part in over 100 FastTracks and technology conferences all over the world each year. Startupbootcamp FinTech NYC will be running a FinTech pitch session for us with three early-stage FinTech companies from their NYC accelerator.


Hitendra Patel PHD, IXL Center - Leading a global innovation consulting company IXL Center based in Cambridge, Hitendra has not only helped drive innovation transformation initiatives at large corporations, but also helped many small-medium businesses globally build innovation capabilities. For the past 5 years, he is also dedicated to building the world’s largest start-up accelerator for budding young entrepreneurs through the Hult Prize in collaboration with President Bill Clinton and his team. As a Professor of Innovation, he has taught innovation courses at top MBA universities and Executive Education programs worldwide. He is also a thought leader in innovation having written books, articles and whitepapers, and case studies. Hitendra will be sharing his knowledge on what he has learned about training business leaders on innovation and some of the novel ways, like IXL's Innovation Olympics program, that his organization as developed to jump start innovation at companies in record time.


Bill Trigleth, Cannon Financial Institute - As the Director of Research and Development for Cannon, Bill coordinates Cannon's efforts to gain deep understanding of financial services client needs, the changing environment in which advisors operate and the trending consumer preferences that impact how to best serve the market and deliver financial services. Bill will be speaking about the IID Advisor Practice Management 3.0 initiative and the need for business innovation training for financial advisors and industry executives. 


NASDAQ executive - An overview of leading NASDAQ innovation projects and new services for financial advisors will be discussed.


  Here are some of the Institute's initiatives and programs we are developing and will also be discussing:


1. Advisor practice management 3.0 - developing 2 levels of innovation best practice training for growth-oriented advisor groups (keynotes/workshops/training series/Advisory Board innovation experts)

PracMgt 1.0 = core business/marketing training - excellent and needed training but designed and works best in a stable environment, not rapid business change

PracMgt 2.0 = tech/digital marketing training - vital, but technology is a tool, not the solution

PracMgt 3.0 = innovation best practice training = becoming a continuously self assessing firm that can adapt to ongoing external business & cultural changes to remain relevant and profitable - innovation mindset and 4 business decisions/steps needed now. 



2. "redefining retirement" "entrepreneurial services" & "community innovation engagement" programs -  3 specific local community innovation marketing/branding opportunities


Advisors as social entrepreneurs - Another component and goal of the institute and the above programs are to mobilize the financial advisor community to become recognized as "social entrepreneurs" by being more fully aware and active in supporting local/regional entrepreneurial efforts and economic development. The Institute is developing strategies for advisors on how to find and collaborate with startup community leaders in their communities. This can provide advisors with a powerful local community engagement strategy that will help them work with and support business owners, CEOs/CFOs, family offices, millennials, educational institutions, and local community centers of influence.


 3. FinTech Radar program - building more communication & access between start-up community and financial services leaders to support access to latest new ideas, technologies, investment products, platforms and client engagement services. 



  For more information on the Institute and list of benefits for joining, visit:      Call with any questions or for further details. Love to hear from you. We hope to see you there!


  Bill Hortz Founder and Dean Institute for Innovation Development Tampa, FL  917-319-7233 cell   @innovationIID


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