Docs/Operations/Events
Operations

The Exchange.

TECH Events is the platform's curated layer on top of the industry calendar — conferences, regulator briefings, webinars, and TECH-hosted invitation-only roundtables, filtered to what actually matters for your sector and stage. It is also the network-effect surface: you see which of your connections and active pipeline counterparties will be in the same room, making side-meeting coordination a single click rather than a 20-email thread.

The Exchange
The Events section in the app is branded "The Exchange" — TECH's private advisory network component. It reflects the reality that bank-FinTech partnerships happen in rooms as much as in Zoom calls, and that the real network value of a platform is visible at industry events.

Event categories

Industry conferences
Money20/20, FinovateSpring / Fall, Sibos, LendIt Fintech, Nacha Smarter Faster Payments, Empire Fintech Conference, Future of Fintech
Regulator briefings
OCC Fintech Engagement Workshops, CFPB Open Banking sessions, FINRA Member Conference, SEC Small Business Forum, Federal Reserve Payments Innovation Task Force public sessions
Webinars
Analyst-hosted (Gartner, Forrester), trade-association (ABA, ICI, ICBA), major-firm thought leadership relevant to banking partnerships
TECH roundtables
Monthly small-group sessions (6-8 members) around a specific theme — BaaS evolution, embedded finance, regulatory outlook, M&A in the ecosystem
Your events
Events you've created and invited your network to — roadshows, partner summits, product launches

Who's going — the network signal

For every event, TECH surfaces two lists:

Planning a booth visit or a meeting-heavy conference trip becomes fundamentally different: instead of a dozen parallel LinkedIn threads, you open the event, see who is attending, and pick up the existing TECH messaging thread with each person you want to catch up with. The context — what deal you're working on with them, what stage it's in, what the last conversation was about — is right there.

Calendar integration

Registering for an event creates a calendar entry you can add to Google Calendar, Outlook, Apple Calendar, or any ICS-compatible application. The calendar entry includes:

Cancelling the TECH registration automatically updates the calendar entry. Cross-device synchronization is handled by your calendar provider.

Side-meeting coordination

For any event, you can propose a side-meeting with another attendee. The flow:

  1. From the event page, click "Propose side-meeting" on an attendee.
  2. Pick a time slot; TECH shows availability if the attendee has shared their conference schedule.
  3. Send — the other side receives the proposal in TECH messaging and their calendar (once accepted).
  4. Both parties see the confirmed side-meeting on the event page alongside the main conference schedule.

TECH roundtables — invitation curation

TECH-hosted roundtables are curated events, capped at 6-8 members per session to keep the conversation material. Invitations are extended based on:

Roundtables are held under Chatham House Rule by default — what is said is quotable, who said it is not. Recordings, when created, are shared only with confirmed attendees.

Creating your own events

Professional and Enterprise plans can create events and invite their network. Common use cases:

Privacy

Attendee lists respect member privacy. Every member controls:

API surface

GET /events/upcoming/
Events you haven't attended yet, filtered to your relevance profile
GET /events/past/
Event attendance history for your org
GET /events/mine/
Events you've registered for or created
GET /events/<id>/
Full event detail including attendee network visibility
POST /events/create/
Create a new event (team / Enterprise plans)
POST /events/<id>/register/
Register for an event
POST /events/<id>/cancel/
Cancel your registration
POST /events/<id>/comment/
Post a comment / question on the event thread
Network with intent

Open The Exchange before your next conference.

Twenty minutes spent filtering attendees and proposing side-meetings beats the eight-hour cold-approach conference day.

Open Events →