Bitcoin Financial Services Summit

Bitcoin Financial Services Summit

Jordan Guess

Jordan Guess is a CPA and co-founder of Bitment, a Bitcoin-native accounting and tax software company. He also leads Trusted Advisors CPA, a firm focused on serving individuals and small businesses across the U.S. Jordan specializes in helping Bitcoin miners, investors, and businesses navigate the intersection of Bitcoin, accounting, and tax.


Sessions

10-17
10:00
15min
Day 1 - Summit Welcome & Introduction
Jordan Guess, Wyatt O'Rourke

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.

Presentation Side
10-17
11:50
25min
Panel #3 - Inheritance & Trust Planning 101
Matt McClintock, Mitch Moore, Joshua Preston, Kyle M. Lawrence, Jordan Guess

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.

Presentation Side
10-17
15:45
15min
Day 1 - End Agenda Update
Jordan Guess, Wyatt O'Rourke

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.

Presentation Side
10-18
10:00
15min
Day 2 - Introduction
Wyatt O'Rourke, Jordan Guess

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.

Presentation Side
10-18
11:50
25min
Panel #8 - Emerging Bitcoin Financial Products & Ventures
Jordan Guess, Eric Yakes, Jon Gordon, Malcolm Walton

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.

Presentation Side
10-18
16:45
15min
Summit Send Off
Wyatt O'Rourke, Jordan Guess

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.

Presentation Side