Panelists Norm Breslow, CEO, OnDeck Andrew Deringer, VP , Head of - PowerPoint PPT Presentation

Panelists • Norm Breslow, CEO, OnDeck • Andrew Deringer, VP , Head of Financial Institutions Group LendingClub • Sam Graziano, CEO, Fundation • Vince Passione, CEO, LendKey • Kathryn Petralia, COO Kabbage • Charles Wendel, President, FIC Advisors 1

Checklist for Partners Working with Banks Success factors for alternative finance companies with FIs include: ● Excellence in compliance provided by the AFC ● Persistence in marketing (1 year to close) ● Project management capabilities and RFP completion ● Turnkey approach to sales ● Track record/Brand ● Ability to prove differentiation/value proposition ● Demonstrated staying power/capital strength ● Continued implementation/account management 2

Topics for Alternative Finance Companies • Discuss one or two significant recent transactions. What are some lessons learned? • What are the biggest challenges you face in dealing with banks and credit unions? • What advice would you give a potential bank/credit union partner on how to manage its process? • What trends do you see over the next three years related to partnering and why? 3