Bitcoin Financial Services Summit
Tee off in a relaxed, scramble-style tournament designed for fun and camaraderie. Connect with fellow attendees on the course while enjoying a laid-back afternoon of golf, networking, and good company.
City Park Golf Course
3181 E 23rd Ave, Denver, CO 80205-5730
A casual kickoff to the summit with drinks and appetizers. No formal agenda—just an open space to relax, meet fellow attendees, get a tour of The Space, and start building connections before the main event.
Networking Breakfast by Revolution Mortgage – Start the day with coffee, breakfast, and casual conversations. A relaxed opportunity to connect with fellow attendees before sessions begin.
Join Revolution Mortgage for an open discussion on treating bitcoin as an asset in the mortgage process. Learn from peers, share insights, and explore practical pathways for integrating bitcoin into home financing.
Jordan and Wyatt will kick off the Bitcoin Financial Services Summit by setting the stage for two days of innovation, collaboration, and insights at the intersection of bitcoin and financial services. Attendees will get an overview of the event’s goals, highlights, and opportunities to connect.
Key Note #1
A practical introduction to bitcoin custody for financial professionals. This session will cover the fundamentals of securing client assets, compare different custody models, and highlight best practices for integrating custody solutions into financial services.
This discussion will explore practical ways to integrate bitcoin into client portfolios and long-term strategies. Panelists will share approaches to risk management, tax considerations, and planning techniques that position bitcoin alongside traditional assets in comprehensive financial plans.
Learn the fundamentals of incorporating bitcoin into estate and trust strategies. Experts will cover key considerations for secure transfer, compliance, and structuring plans that preserve wealth across generations.
Enjoy a relaxed, catered lunch with plenty of time to connect, engage with exhibitors, and continue conversations from the morning sessions
Key Note #2
A focused look at the evolving regulatory landscape for bitcoin in financial services. Panelists will discuss current rules, compliance challenges, and how advisors and firms can navigate regulation while serving clients effectively.
Explore how asset managers are integrating bitcoin into investment products and strategies. This session will highlight portfolio construction, market opportunities, and the role of bitcoin in institutional and individual asset management.
Key Note #3: Orange-Pilled Planning: Serving Clients Who Save in Bitcoin
A quick recap of key takeaways, housekeeping notes, and a preview of tomorrow’s schedule. We’ll highlight any changes, announcements, and logistics for the evening.
Unwind after a full day of sessions with drinks. A casual setting to relax, connect with peers, and continue conversations from the summit.
Gather with fellow attendees for a sit-down dinner featuring a quality catered expierence. A more formal opportunity to enjoy good food, strengthen connections, and continue meaningful conversations in a relaxed setting.
Join fellow attendees for a guided tasting of select bourbons. A laid-back, social experience to savor unique flavors while enjoying conversation and camaraderie.
Share an evening of curated wines in a guided tasting experience from Ben Justman of Peony Lane. A relaxed and social setting to enjoy great flavors while connecting with fellow attendees.
Kick off Day 2 with our friends at Sound HSA. Get your steps in and enjoy fresh air and movement on a casual group hike. A refreshing way to connect with nature and fellow attendees before diving back into summit sessions.
A shuttle will take participants to/from The Space to the hiking destination in Golden, CO. Family members can participate in this activity free of charge. Space is limited to 25 attendees on a first come first serve basis. Please email contact@denver.space if you would like to participate. Additional details on the hike can be found on the agenda web page.
Networking Breakfast by Revolution Mortgage – Start the day with coffee, breakfast, and casual conversations. A relaxed opportunity to connect with fellow attendees before sessions begin.
Join Revolution Mortgage for an open discussion on treating bitcoin as an asset in the mortgage process. Learn from peers, share insights, and explore practical pathways for integrating bitcoin into home financing.
Jordan and Wyatt will kick off the Bitcoin Financial Services Summit by setting the stage for two days of innovation, collaboration, and insights at the intersection of bitcoin and financial services. Attendees will get an overview of the event’s goals, highlights, and opportunities to connect.
Zaprite is a payment gateway that enables businesses to seamlessly accept Bitcoin (on-chain & Lightning) alongside fiat payments—without holding their funds. Through hosted checkout, invoices, payment links, and APIs, Zaprite offers merchants flexibility and control over payment flows. In this presentation, John will dive into how Zaprite bridges self-custody with user-friendly operations and the future of a Bitcoin payments standard.
Practical insights for accountants and controllers on handling bitcoin in financial statements. Panelists will cover accounting treatment, reporting challenges, and compliance considerations for businesses integrating bitcoin into their books.
Discover how companies are using bitcoin in their treasury strategies. This session will explore risk management, liquidity considerations, and practical frameworks for integrating bitcoin into corporate balance sheets.
A forward-looking discussion on the latest innovations in bitcoin-driven financial services. Panelists will highlight new products, startups, and opportunities shaping the future of the industry.
Enjoy a relaxed, catered lunch with plenty of time to connect, engage with exhibitors, and continue conversations from the morning sessions
Explore the path from private venture to public markets. Wolfe will share insights on the IPO process, regulatory hurdles, and strategic considerations for bitcoin-focused companies looking to list and scale on traditional exchanges.
Dive into the fast-growing world of bitcoin-collateralized loans and credit products. This session will cover how lenders structure these offerings, the risks and opportunities for borrowers and institutions, and the role bitcoin plays in reshaping access to credit.
A comprehensive walk through of bitcoin’s journey, from acquisition and custody to planning, lending, and inheritance. Panelists will highlight the full lifecycle of bitcoin in financial services and how professionals can guide clients every step of the way.
As the mining industry matures, profitability depends as much on smart financial structuring as on efficient hash rate. This panel explores how miners can strategically manage taxes through entity formation, depreciation schedules, energy credit utilization, and timing of Bitcoin conversions. Experts in accounting, law, and mining operations will discuss how to align tax planning with market cycles and regulatory developments—turning compliance into a competitive advantage for miners of every scale.
This presentation examines Bitcoin’s viability as institutional-grade collateral through legal, financial, and quantitative lenses. It explores how Bitcoin meets traditional collateral standards—marketability, transferability, and enforceability—under the new UCC Article 12 framework, and models its risk-adjusted loan-to-value ratios using advanced VaR and Cornish-Fisher methods. Drawing on real-world case studies like MicroStrategy and Twenty-One Capital, it concludes that Bitcoin’s liquidity, transparency, and verifiable ownership make it superior collateral in an evolving financial system.
Key Note #7
A closing reflection on the connections, insights, and ideas shared throughout the summit. Attendees will leave with key takeaways, next steps, and renewed momentum to drive bitcoin innovation in their professional practice.
Unwind after a full day of sessions with drinks. A casual setting to relax, connect with peers, and continue conversations from the summit.