Voices of Support and Appreciation

TESTIMONIALS

Senior professionals from banking, fintech, digital platforms, payments, credit policy, collections, and entrepreneurship shared how Finance 4.0 Summer School challenged expectations, expanded perspectives, and delivered practical value.

8 voices
14–25 years of experience
Practical real-world insights
Premium executive learning experience
Valentin David

Valentin David

Manager - Retail Risk Credit Policy Department, Raiffeisen Bank
20 years in Raiffeisen
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Emil Prepelita

Emil Prepelita

Learning and Organizational Development Specialist at Groupama Asigurari Romania
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Magda Filote

Magda Filote

Senior Strategic Partner Manager - BLIK Romania
18 years of management experience
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“
Robert Matianu

Robert Matianu

Head Of Collections, CEC Bank
23 years in banking
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“
Andreea Voinea

Andreea Voinea

Manager - Retail Risk Credit Portfolio Analysis and Modelling Department, Raiffeisen Bank
19 years in banking
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“
Catalin Maftei

Catalin Maftei

Owner, C Solution SRL - Plati.online, PostaPanduri.ro & LivrariOnline.ro
25 years of entrepreneurship
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“
Aurelia Burlacu

Aurelia Burlacu

Digital Platforms Supervisor, BCR
14 years in banking
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“
Razvan Zecheru

Razvan Zecheru

Retail Network Division - Logistic Team Coordinator
19 years in banking
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“

The Finance 4.0 Summer School focuses on four core themes: Monetization, Efficiency, Modeling, and Optimization (MEMO), each deeply integrated with artificial intelligence.

What to expect?

✅ Interactive workshops & case studies
✅ Insights from top banking & fintech experts
✅ Structured networking opportunities
✅ Practical solutions for real-world challenges

Who is this for? 

✅ Banking, fintech, consulting, and regulatory professionals
✅ Managers in strategy, digital banking, risk, and compliance
✅ IT, cybersecurity, and operations specialists
✅ Fintech founders & teams
✅ Advanced students in fintech & digital banking

What will you learn? 

✅ Banking innovation & process optimization
✅ AI, open banking & embedded finance integration
✅ Risk management & regulatory compliance
✅ Personalized digital products & customer experience
✅ Collaboration with fintechs & modern payments

What this is NOT?

❌ Not just theory – focus on real case studies & simulations
❌ More than digitalization – includes processes & regulations
❌ Not just networking – hands-on learning is the priority

Agenda
Finance 4.0
Summer School 2026

A high-level summer school designed for senior executives and middle management professionals with at least 10 years of experience in banking, fintech, insurance, or telecommunications. The 2026 edition is structured over three days, with two focused sessions each day and a dedicated lunch break between them, creating a more balanced learning rhythm and more time for reflection, networking and applied discussions.

Event details
June 2–4, 2026
The Marmorosch Bucharest
New York Hall, Bucharest
June 2 · 09:00–14:00
Context, Stability & Cyber Resilience
June 2 · 15:00–18:00
Leadership, Culture & AI Adoption
June 3 · 09:00–14:00
Data, Payments & Digital Finance
June 3 · 15:00–18:30
Identity, Scoring & Decisioning
June 4 · 09:00–13:00
Strategy, Regulation & Products
June 4 · 14:00–18:00
Growth, Journeys & Closing
Agenda
June 2
Tuesday
Morning session 09:00 – 14:00
Context, Stability & Cyber Resilience
In what world are we making decisions?
What we cover
  • Geopolitics
  • Macroeconomic context
  • Financial stability from a system perspective
  • Decision-making in a volatile environment
New emphasis
  • How geopolitical shifts reshape risk perception and financial decisions
  • Emergence of geopolitical factors in risk assessment and scoring
  • Cybersecurity as disruption: preparation, response and resilience
Lecturers
  • Emil Hurezeanu — former ambassador and foreign minister of Romania
  • Doru Lionachescu — Board Member Banca Transilvania, Member of the Supervisory Board Salt Bank
  • Florin Dragu — Head of Systemic Risk Division, Financial Stability Department, National Bank of Romania
  • Sergiu Zaharia — Independent Cyber Advisor & Founder Expand Cyber, former Director of Cyber Strategy at Deloitte
14:00 – 15:00
Lunch break
June 2
Tuesday
Afternoon session 15:00 – 18:00
Leadership, Culture & AI Adoption
How are decisions actually made?
What we cover
  • Decision-making in organizations
  • Leadership and decision culture
  • Discussion on real business decisions
  • AI as decision support: structuring problems, scenarios and trade-offs
New emphasis
  • Decision-making under uncertainty and time pressure
  • Integrating context, data and human judgment
  • How organizations adopt AI in real operational contexts
Lecturers
June 3
Wednesday
Morning session 09:00 – 14:00
Data, Payments & Digital Finance
How can technology support better financial decisions?
What we cover
  • Decisioning and scoring
  • Alternative data
  • Payments and distribution
  • Financial products and customer journeys
New emphasis
  • AI in decisioning: scoring, alternative data and explainability
  • Digital payments, fintech infrastructure and embedded financial services
  • Connecting data, journeys and product decisions
Lecturers
14:00 – 15:00
Lunch break
June 3
Wednesday
Afternoon session 15:00 – 18:30
Identity, Scoring & Decisioning
How do we use data to decide — and to comply?
What we cover
  • Identity and access to data
  • Decisioning and scoring
  • Alternative data
  • Data-driven compliance and explainability
New emphasis
  • Evolution of scoring: credit → behavioral → contextual → geopolitical
  • CCD II: using data for affordability, explainability and compliant decisioning
  • Responsible data use across the customer lifecycle
Lecturers
June 4
Thursday
Morning session 09:00 – 13:00
Strategy, Regulation & Products
What do we build — and what can go wrong?
What we cover
  • Applied strategy through a real case
  • Regulatory impact on products: PSD3 and CCD II in practice
  • Financial products and customer journeys
  • Decision-making under regulatory and market constraints
New emphasis
  • Designing financial products under regulatory, cyber and data constraints
  • How regulation shapes product design, distribution and customer experience
  • Connecting strategy, legal constraints and execution
Lecturers
13:00 – 14:00
Lunch break
June 4
Thursday
Afternoon session 14:00 – 18:00
Growth, Journeys & Closing
How do financial brands turn decisions into customer value?
What we cover · 14:00–17:30
  • Marketing and growth driven by data
  • Financial products and customer journeys
  • Cyber Crisis: The first 72 hours / Executive simulation: what happens when you lose your data?
New emphasis
  • From customer insight to responsible commercial action
  • Connecting context, decisioning, compliance and customer experience
  • Building trust across financial products, brands and journeys
Lecturers
17:30–18:00
Closing discussion & Takeaways

What leaders take back into their organizations: key decisions, priorities, risks to watch and practical next steps after the programme.

Core thread

The programme follows a balanced three-day executive journey: understand the context, assess risk, improve decisions, use data responsibly, design financial products under real-world constraints and translate strategy into customer value.

Context Risk Leadership Data Products Growth

Lecturers

Andrei Burz-Pinzaru

Andrei Burz-Pinzaru

 

Andrei Burz Pinzaru is partner in Reff & Associates – Deloitte Legal Romania, with over 25 years experience in Banking, Capital Markets, M&A, Corporate Governance and legal risks management. Recommended by IFLR1000 as a Leading Lawyer in Romania …

Alexandra Velescu

 

Alexandra has more than12 years in advising financial services clients on customer-centric value proposition design, go-to-market models, top line growth, as well as large scale merger-integration and transformation programs. She specializes in supporting clients ….

Emil Hurezeanu

 

Distinguished journalist, emblematic voice of Radio Free Europe in the 1980s, political analyst, essayist, and prominent Romanian diplomat. He served as Romania’s Ambassador to Germany from 2015 to 2021 and to Austria from 2021 to 2024, and subsequently……

Cătălin Giulescu

 

Cătălin serves as President of the Authority for the Digitalization of Romania, leading efforts to support public sector digital transformation, improve institutional processes and strengthen Romania’s administrative and digital framework for citizens ….

Doru Lionachescu

 

Doru Lionăchescu is a member of the Board of Directors at Banca Transilvania, contributing to strategic governance and oversight. He brings over three decades of experience in the financial sector, advisory, investment banking and capital markets and finance ….

Georgi Kontev

 

Experienced analytics consultant with a strong analytical, technical, regulatory and sales/pre-sales background, with expertise in credit risk management, Basel, IFRS 9, data and Big Data analytics, process optimisation, SAS and statistics, Sales/Pre-Sales ….

Mike Holmes


As Head of Data Science at Provenir, Mike is a highly respected data and analytics leader specialising in predictive modelling and credit risk management, with broad knowledge of data science, business intelligence and data architecture principles ….

Raluca Tatarusanu

 

Raluca leads revenue growth across Europe, the Middle East, Africa and Asia-Pacific for Druid AI. With seven years at Druid and a strong background in enterprise software, cloud solutions and AI-driven automation, she brings deep expertise in consultative selling ….

Florin Dragu

 

Head of Systemic Risk Division, Financial Stability Department, National Bank of Romania, coordinating risk monitoring activities on financial stability and proposing mitigating actions, climate risk assessment for banking and corporate sectors and developing ….

Radu Mavrodin

 

Vice President People & Culture, OMV Petrom, Radu Mavrodin is an international executive with more than 25 years of experience in human resources and business management across the automotive, construction materials, and oil & gas ….

Daniel Popescu

Daniel Popescu

 

Daniel Popescu brings over two decades of experience leading major technology and cybersecurity transformations across some of Romania’s largest banks. Throughout his career, he has built cloud-native digital banks from scratch, led complex M&A integrations …

Ramona Vlad

 

Ramona Vlad brings over 13 years of experience in information management, data governance, document management and operational risk, working with organizations where confidentiality, traceability, compliance and resilience are essential ….

Cătălin Rusu

 

Cătălin Rusu is an entrepreneur and creative leader with over two decades of experience in building brands, teams and business concepts with measurable impact. He began his advertising career in 2001 and co-founded Rusu+Borțun, where he serves as CEO and Creative Director ….

Alina Tudose

 

Alina Tudose is a brand consultant with over two decades of experience in marketing, advertising and business strategy, both in agencies and on the client side. Her career includes key roles at Vodafone, McCann Erickson, Brandient and Cohn & Jansen JWT ….

Felix Crisan

 

Felix brings 30+ years of tech-industry expertise, focusing on Advanced Data Analytics, Artificial Intelligence and Blockchain ecosystems. His technical background covers predictive modeling, cryptocurrency economics and smart contracts ….

Cristian Racu

 

As a former CTO and currently General Manager of the Credit Bureau, he is an experienced IT manager with a passion for system administration, software development, financial applications, credit bureau systems and emerging technologies ….

Andreea Crăciun

 

Andreea is a seasoned People & Culture professional with 20 years of experience across HR business partnering, recruitment, employer branding, communication and large-scale transformation. She is currently Senior Project Manager for Change ….

Sergiu Zaharia

 

Sergiu Zaharia is a senior cyber strategy advisor with over 25 years of experience in cybersecurity operations, crisis management, and strategic consulting for both local and international organizations. Throughout his career, Sergiu has held key operational …

Curriculum

Romania currently faces a significant shortage of specialized education in areas such as digital assets, blockchain, artificial intelligence, open banking, cloud computing, and cybersecurity. To help address this gap, we are bringing together leading consulting firms – including Deloitte, Kearney, CRIF, Experian and Provenir – alongside The Bucharest University of Economic Studies and top international business schools to deliver an expert-level, mini-MBA-style program built around real-world case studies.

Experiences

This year, Finance 4.0 Summer School steps into a new setting: The Marmorosch · New York Hall in Bucharest — an iconic venue where heritage architecture, executive atmosphere, and contemporary finance meet in a truly distinctive way. Designed for meaningful learning, high-level dialogue, and professional connection, the 2026 edition brings the Summer School experience closer to the pulse of the city, while preserving the same premium spirit that has defined the program from the beginning.

Before arriving in Bucharest, the Summer School wrote one of its most memorable chapters in Predeal, in the heart of Prahova Valley. Surrounded by mountain air, quiet forest routes, and fireside conversations after intensive learning days, that edition created a rare retreat atmosphere — one where participants could think deeper, connect more naturally, and carry strategic conversations beyond the classroom.

The images below revisit that previous edition: mountain walks, shared evenings, informal networking moments, and the kind of atmosphere that turns a professional program into a lasting memory. This year, the story continues in Bucharest — at The Marmorosch · New York Hall — with the same ambition: to create a Summer School remembered not only for the knowledge delivered, but for the people, conversations, and perspective it brings together.

VENUE

The Marmorosch Bucharest · New York Hall

A landmark venue in the heart of Bucharest — selected for three days of focused executive learning, structured dialogue, and high-value professional exchange.

Dates 2–4 June 2026
Duration 3 days
City Bucharest

Hosted inside The Marmorosch Bucharest, the New York Hall offers an elegant and well-equipped setting for a premium learning experience: keynote sessions, expert-led discussions, applied workshops, and peer-to-peer exchange.

  • Central Bucharest location for convenient access and a premium participant experience
  • Elegant executive setting inside one of the city’s landmark hospitality spaces
  • Dedicated event room suitable for structured sessions, presentations, and moderated discussions
  • Three-day format designed for continuity, focused learning, and meaningful professional networking
The venue supports the full rhythm of the programme — from formal learning sessions to informal conversations, relationship-building, and high-trust professional exchange.
Location
Venue The Marmorosch Bucharest · New York Hall
Address Doamnei Str. 2, Bucharest, Romania, 030053

Use the map above for quick navigation to the venue.

Contact

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    We’d love to connect with you! Whether you have questions about our Finance 4.0 conference or wish to learn more about the newly launched Finance 4.0 – Summer School, our team is here to help. Reach out to explore how we can support your professional journey or enhance your organization’s expertise.

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