November 12-13 | Bozeman, MT
The Fintech Takes: Builders Summit is an invite-only, 2-day event for 50 of the best builders in fintech. The event will be held under the Chatham House Rule in the mountains outside of Bozeman, MT.
Want to find your next big problem to solve?
Tentative Agenda: Day 1
Forget the expo hall.
The Fintech Takes: Builder Summit is everything that big fintech conferences aren’t: intimate, collaborative, and built for builders.
If you’re obsessed with craftsmanship, wary of wasting your time at conferences in Las Vegas, and eager to build products or companies that will shape the future of financial services, this is the event you’ve been looking for.
The event is structured around four well-researched, in-depth presentations on the most important problems facing our industry, given by the smartest and most curious generalists our industry has to offer.
We’ll follow each deep dive with a solutioning session, focused on creating the future we think should exist, and uncovering the most viable paths to get there.
Builders will have the opportunity to ask big questions, think critically about complex solutions, and genuinely connect while “off-the-grid” at a ranch in the mountains of Montana.
If that sounds like a room you need to be in,
I hope
I’ll see you there.
— Alex
Welcome Remarks & Opening
Welcome Remarks & Personal Reflection
Fixing Your Foundation
You can’t build a house on a shoddy foundation. Same goes for scaling HR orgs. We’ll assess where our orgs are today and use each session to bridge the gap to where we want to be tomorrow. We’ll anchor on self-assessments in 4 foundational issues HR leaders face across their orgs:
- Resilience
- Engagement
- Performance
- Trust
Grab a quick bite and network with fellow attendees
Networking Break
Meet and greet with fellow attendees and be sure to check out our sponsors while you rest and recharge!
Lunch
Lunch & Networking Break
Architecting Trust
What does it take to build or rebuild trust across teams, especially when the org is under pressure? Advocating for the interests of the business and for it’s people can feel like an impossible and thankless task. We’ll talk about how to build a coalition of allies that have your back at every level of the org:
- The CEO <> CPO relationship
- Executive trust
- Employee trust
Closing Reflection
Before we send you off to tackle your to-do list (or at least tweak your PTO policy), we'll wrap by reflecting on our intention and learnings from the day -- and what actions you want to take next.
Closing Party
A chance to unwind, meet new friends and not be on HR duty at a party!
Made for builders like you
The Fintech Takes: Builders Summit is an invitation-only retreat for 50 of the most relentless, mission-driven, and pragmatic builders in fintech. We’ll facilitate the conversations — and connections — we hope will lay the groundwork for your next venture. Think of it as a hyper-focused leadership retreat where you get 6 months of strategic problem-solving done in 2 days.
Safe Space Speakers
Built for people who actually build
Drop your email and we’ll keep you in the loop on event details – from key attendees to group hikes – as we near November.
Armory Hotel Bozeman
Rugged nature meets refined style. Kimpton Armory Hotel Bozeman is your basecamp for adventure. Located in the former art deco National Guard Armory, this fixture of the Bozeman landscape has been intentionally revived to mirror both the culture, warmth and landscape of Montana.
Location
24 W Mendenhall St.
Bozeman, MT 59715
Rates
Book your stay at our exclusive hotel rate and enjoy the summit in style.
Ends Aug. 1
VIP Rate – Invite Only
$1,595
Save 20%
VIP Rate – Invite Only
Ends Aug. 1
$1,795
Regular rate
Ends Oct. 7
Save 10%
$1,995
Regular rate
Early Rate
Ends Oct. 7
Regular Rate
Building Resilient Orgs in the Era of Change
The Pace of Change Is Breaking Teams. How can you increase your employees’ uncertainty tolerance in an era of rapid change. What kind of structure and tools support your values as you grow, flatten, or rebuild?
-Headcount Volatility
-Change management KPIs
-Manager Readiness & Capacity
-Executive vs. Employee Perception Gap
- AI Adoption As a Change Catalyst
If you haven’t started thinking about this, you’re behind.
Deep Dive: Building Your AI Strategy for 2026
Reflection + Breakout Discussion
Review your self-assessment and refine your strategy with group insights.
Employee Experience Revolution
Employee experience starts from the time someone is recruited, to when they’re off-boarded from an organization. We’ll discuss how to prioritize engagement in today’s environment, every step of the way, through the lens of:
- Culture
- Pay Equity
- Learning & Development
- Wellbeing
Case Study: Employee Engagement in a Remote-First Environment
We'll hear from an innovative HR leader on how their team approached engagement in 2025 and how they measured success.
Reflection + Breakout Discussion
Learn what happened when a global team introduced AI into their review process.
The Future of Performance
How do we reframe hiring, development, and internal mobility to match how people really grow? We'll examine where leaders can move the needle on performance by:
- Defining performance
- Measuring ROI
- Giving Better Feedback
- Leveraging AI
Fireside Chat: Trust as a Tool in the Workplace
We'll chat with an expert on proven ways to strengthen trust across key groups at work.
Reflection + Breakout Discussion
Review your self-assessment and refine your strategy with group insights.
Scaling Intentionally With HR Tech
The tools we use have an outsized impact on how we do business. What data-driven solutions can help companies reduce bias while staying compliant?
- The Role of HR Tech in Protecting Workplace Equity
- The Metrics That Win Budget (and the tools that track them)
- AI + HR Tech Without the Buzzwords
- Centralizing data without 'duct-taping' solutions
Tech Stack Planning + Breakout Discussion
Reflect on your team needs and how your current tools may or may not be getting you there
Case Study: Does AI Have a Place In Performance Reviews?
Learn what happened when a global team introduced AI into their review process.
Reflection + Breakout Discussion
Review your self-assessment and refine your strategy with group insights.
Agenda
What to expect...
The Fintech Takes: Builders Summit is an invitation-only retreat for 50 of the most experienced, mission-driven, and pragmatic builders in financial services. We’ll facilitate the conversations – and connections – we hope will lay the groundwork for your next venture. If you’re looking for your next problem to be obsessed with, look no further.
Event passes
Built for founders and operators focused on building the future of financial services.
Tentative Agenda – Day 1
Bus Departs For Ranch
8:30
AM
Welcome Remarks & Opening
9:30
AM
9:40
AM
10:10
AM
Theory 1 - Solutioning Session
Builders Theory 1
10:30
AM
Panel
11:10
AM
Builders Theory 2
11:40
AM
Theory 2 - Solutioning Session
Panel
12:10
PM
12:40
PM
Lunch
2:00
PM
Builders Theory 3
2:30
PM
2:50
PM
3:20
PM
3:40
PM
5:00
PM
Bus Departs For Hotel
Day 1 Closing
Theory 4 - Solutioning Session
Builders Theory 4
Theory 3 - Solutioning Session
Partner with Us
Showcase your brand and connect with the next wave of world-class fintech founders.
Learn more about sponsoring this event and what it can do for you.
