#WolfeFinTechForum

DAY 1 AGENDA - TUESDAY, MARCH 9, 2021

Opening Remarks 7:50-8:00am ET Wolfe Research – Darrin Peller, Managing Director, Payments, Processors, and IT Services Shift4 Payments 8:00-8:35am ET Jared Isaacman - CEO Fiserv 8:40-9:15am ET Frank Bisignano – President & CEO JP Morgan Chase 9:20-9:55am ET Max Neukirchen – CEO of Merchant Services Mastercard 10:00-10:35am ET Sachin Mehra - CFO B2B Payments: Living Through an Inflection Billtrust – Mark Shifke, CFO Discover 10:40-11:15am ET MineralTree – Chris Sands, CFO John Greene – EVP & CFO Repay Holdings Corporation – Jake Moore, EVP Corporate Development & Strategy

Fidelity National Information Services 11:20-11:55am ET Gary Norcross – President & CEO Woody Woodall - CFO PayPal 12:00-12:40pm ET Dan Schulman - CEO 12:40-1:00pm ET BREAK Square 1:00-1:35pm ET Amrita Ahuja - CFO Jack Henry & Associates, Inc. 1:40-2:15pm ET David Foss – President & CEO Synchrony 2:20-2:55pm ET Brian Wenzel, Sr – EVP & CFO Paychex, Inc. 3:00-3:35pm ET Efrain Rivera – Sr. VP, CFO & Treasurer Walker & Dunlop 3:40-4:15pm ET Willy Walker - CEO Cross-Border B2B: Still So Hard to Reach 4:20-4:55pm ET Credorax - Benny Nachman, Founder & Chairman of the Board Tipalti Inc. - Sarah D. Spoja, CFO

COMPANIES HOSTING 1X1s ONLY – MARCH 9 Cielo S/A - Daniel Henrique de Sousa Diniz, Head of IR Coro Global Inc - David Dorr, Co-Founder & Mark Goode, CEO Finix Payments - Emanuel Pleitez, Head of Business Development FleetCor Technologies - Jim Eglseder, SVP, IR Global Blue Far Peak Acquisition Corporation - Thomas Farley, Chairman & CEO of Far Peak Acquisition Corporation Houlihan Lokey, Inc. – Lindsey Alley, CFO PagSeguro - Eric Oliveira, Head of IR Piper Sandler Companies - Chad Abraham, CEO Simpl – Nitya Sharma, Co-Founder & CEO

Press is not permitted to attend.

#WolfeFinTechForum

DAY 2 AGENDA - WEDNESDAY, MARCH 10, 2021

Evercore Capital Markets Panel Kristen Grippi – Head of ECM 8:00-8:35am ET Mike Meyers – Head of Convertible Securities Neil Shah – Head of Alternative Capital AvidXchange, Inc. 8:40-9:15am ET Michael Praeger – Co-Founder & CEO Alliance Data 9:20-9:55am ET Val Greer – Chief Commercial Officer Tim King - CFO 10:00-10:35am ET Ingo Uytdehaage - CFO

Goldman Sachs Euronet Worldwide, Inc. 10:40-11:15am ET John Waldron – President & COO Michael Brown - Chairman & CEO

Bill.com 11:20-11:55am ET John Rettig - CFO Visa 12:00-12:40pm ET Vasant Prabhu - CFO 12:40-1:00pm ET BREAK Global Payments, Inc. 1:00-1:35pm ET Jeff Sloan - CEO Getting the Facts on PayFacs, Software, and LPL Financial Payments 1:40-2:15pm ET Matthew Audette - CFO Infinicept - Todd Ablowitz, Co-Founder & Co-CEO Payroc – James Oberman, President & CEO Inc. 2:20-2:55pm ET Scott Galit – CEO Western Union 3:00-3:35pm ET Raj Agrawal – CFO Shelly Swanback – President, Product and Platform Group Holdings Limited 3:40-4:15pm ET Philip McHugh - CEO Crypto: Unleashing the Potential of Digital Assets 4:20-4:55pm ET Genesis – Michael Moro, CEO Grayscale – Michael Sonnenshein, CEO

COMPANIES HOSTING 1X1s ONLY – MARCH 10 Ameriprise Financial - Alicia Charity, SVP, IR Broadridge - Edmund Reese, CFO Centime, Inc. - BC Krishna, CEO Cielo S/A - Daniel Henrique de Sousa Diniz, Head of IR Coro Global Inc - David Dorr, Co-Founder & Mark Goode, CEO Cowen - Jeff Solomon, CEO Evertec, Inc. - Joaquin Castrillo, CFO Finix Payments - Emanuel Pleitez, Head of Business Development Global Blue - Thomas Farley, Chairman & CEO of Far Peak Acquisition Corporation Piper Sandler Companies - Chad Abraham, CEO Raymond James – Paul Shoukry, CFO Simpl – Nitya Sharma, Co-Founder & CEO Stifel – Ron Kruszewski, CEO & Jim Marischen, CFO

Press is not permitted to attend.

#WolfeFinTechForum

DAY 3 AGENDA - THURSDAY, MARCH 11, 2021

Macro Perspectives 9:00-9:15am ET Wolfe Research - Chris Senyek, Chief Investment Strategist Bank of America 9:20-9:55am ET Mark Monaco - SVP; Head of Enterprise Payments, Global Strategy & Enterprise Platforms

Real-Time and Faster Payments: The Real Benefits/Risks BIM Networks - Troy Carrothers, President 10:00-10:35am ET Independent FinTech Consultant - Tom Pouliot, Payments Evangelist The Clearing House - Dave Fortney, EVP, Product Development

Remitly 10:40-11:15am ET Matt Oppenheimer - CEO

Verticalization of Payments: What a Difference an Industry Makes DishOut - Rory Hersch, CEO 11:20-11:55am ET Lightspeed POS - Peter Dougherty, VP of Partnerships PayX Advisory Principal - Greg Cohen, Executive Chairman Perspectives from Venture Capital and Private Equity in FinTech Moderator: PJT Partners – Chris Dimsey, Partner Bain Capital Ventures - Matt Harris, Partner 12:00-12:40pm ET FTV Capital – Kyle Griswold, Partner Searchlight Capital Partners – Christopher Cruz, Managing Director Silver Lake Partners – Jonathan Durham, Managing Director 12:40-1:00pm ET BREAK eCommerce in a New World: Finding Peace of Mind When Going Online BlueSnap - Ralph Dangelmaier, CEO 1:00-1:35pm ET Katapult – Orlando Zayas, CEO Nuvei - Neil Erlick, Chief Corporate Development Officer Inc. - Charlie Youakim, Executive Chairman & CEO Challenging the Challengers: What Banks are Doing to Flank Neobanks and Fintech 1:40-2:15pm ET Q2 - Rahm McDaniel, VP, Strategic Solutions Moven - Bryan Clagett, Chief Revenue Officer Early Warning (Zelle) 2:20-2:55pm ET Albert Ko - CEO Chime 3:00-3:35pm ET Matt Newcomb - CFO

Redfin 3:40-4:15pm ET Chris Nielsen - CFO Digital/Challenger Banks: Disrupting the Old Guard 4:20-4:55pm ET Cross River Bank – Jesse Honigberg, SVP Technology Chief of Staff Dave – Jason Wilk, Co-Founder & CEO

COMPANIES HOSTING 1X1s ONLY – MARCH 11 Ally Financial – Daniel Eller, Head of IR American Express - Vivian Zhou, Head of IR AssetMark Financial Holdings, Inc. - Gary Zyla, CFO Cielo S/A - Daniel Henrique de Sousa Diniz, Head of IR Coro Global Inc - David Dorr, Co-Founder & Mark Goode, CEO Diebold Nixdorf, Inc. - Steve Virostek, Vice President, IR Finix Payments - Emanuel Pleitez, Head of Business Development Global Blue - Thomas Farley, Chairman & CEO of Far Peak Acquisition Corporation Piper Sandler Companies - Chad Abraham, CEO MoneyLion – Dee Choubey, CEO Simpl – Nitya Sharma, Co-Founder & CEO WEX Inc. - Steve Elder, SVP, Global IR Press is not permitted to attend.