This offsite brings together General Counsels from across the fintech landscape to explore the legal function’s evolving role as a strategic driver of growth, trust, and resilience. From preparing for an IPO and pursuing bank charter status to building durable partnerships with compliance and risk, the agenda tackles the legal milestones that define fintech companies’ most complex transitions. Attendees will gain firsthand insights from leaders who have navigated the move from startup to bank, developed sustainable legal strategies for bank-fintech partnerships, and helped shape the company’s identity in public markets.
With sessions focused on AI adoption, shifting regulatory expectations, and more, the event offers a candid look at where the fintech legal function is heading—and how top legal teams are staying ahead. Designed for GCs who operate at the intersection of innovation, regulation, and culture, this offsite will offer practical tools, peer-tested ideas, and honest conversations about leading in high-growth, high-stakes environments.
Join us at the beautiful Viceroy Los Cabos luxury resort in Mexico with ocean views, iconic pools, spa, dining, and design that captures the spirit of Baja. This Offsite is an opportunity to step back from the daily sprint. We invite you to unplug for a few days to connect with peers, reflect on the present, and focus on the future.
This event is for L Suite Members only and has reached capacity. Apply for membership above or visit www.thesuite.com for more information about The Suite & The L Suite communities. If you are a member and would like to attend please reach out to conferences@lsuite.co.
Viceroy Los Cabos
P.º Malecon San Jose Lote 8
San José del Cabo, B.C.S. 23405
In this candid discussion, GCs who have taken fintechs across the regulatory divide will share their firsthand experiences with chartering—whether through national, ILC, or special purpose charters. The panel will explore business benefits and challenges for fintechs able to obtain a bank charter, the biggest surprises, and how these things might be changing under the Trump Administration. Speakers will also discuss maintaining bank partnerships versus owning a charter, including the downsides of becoming a bank, the evolving landscape of partnerships, and the current regulatory outlook for crypto companies and fintechs seeking licenses today.
This panel brings together experienced GCs to discuss how to navigate conflicting requirements while simultaneously managing policy risk and responding to shifting enforcement priorities. Panelists will discuss how to intentionally become more risk-forward in a loosening regulatory environment, strategies for dialing back risk if needed, and best practices for building robust risk management structures and reporting. Specific areas to be addressed are crypto regulation, state vs. immigration and employment laws, DEI, and more. The conversation will also address engaging with policymakers, including state attorneys general and regulators, to stay ahead of the curve.
As one of the most anticipated fintech IPOs of 2025, Chime’s public debut marks a pivotal moment for the industry. In this mainstage session, Adam Frankel, General Counsel and Corporate Secretary of Chime, will share his firsthand account of steering the company through the IPO process, including navigating seismic macroeconomic developments. Join us to hear Adam’s insights on scaling legal and compliance, managing evolving regulatory matters, and partnering with key internal and external stakeholders—all against the backdrop of a landmark year for fintech IPOs.
As AI transforms everything from fraud detection to underwriting and customer service, fintech GCs are being asked to define what’s safe, strategic, and defensible. This session offers candid insights from legal leaders shaping internal AI use and governance, vetting increasingly complex third-party vendors, translating evolving laws into actionable policies, coaching teams to think legally about AI design and risk, and bridging the gap between innovation and accountability. Designed for GCs leading from the center, this conversation will focus on what’s working — and where the toughest decisions still lie.
We have negotiated a discounted nightly rate of $395 USD + tax. There are many different room types so we suggest you snatch up the one you want as early as possible!
The room block will close on Friday, September 12th or when sold out, whichever happens first. Availability of rooms is limited, so we recommend securing your spot as soon as possible.
Your room block link and next steps will be sent to you in your registration confirmation email.
The hotel will charge the full price of the rooms on Monday, September 22. After that, the rooms are non-refundable.
We expect this program to be eligible for up to 5 hours of CLE credit in 50-minute states and 4.25 hours of CLE credit in 60-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. This course is appropriate for experienced attorneys only. The L Suite has been certified by the New York State Continuing Legal Education Board and the State Bar of California as an Accredited Provider of continuing legal education. Additionally, we will seek CLE accreditation in IL, WA, FL, TX, PA, CO, GA, and any of the other 50 states upon specific request from an attendee.
Who is this Offsite for?
This Offsite is by invitation only and designed for individuals currently serving as full-time, active General Counsel from leading Fintech companies. Invitations are extended based on our most recent records, and eligibility is subject to change. If your role or company changes and no longer meets these criteria, we may need to adjust your participation.
Can I arrive earlier or stay later at the hotel?
YES! We have secured our heavily discounted rates at the Viceroy Los Cabos for three days pre and post this offsite, and we'd love to see our members take advantage of this discount. See hotel information in your registration confirmation email for how to book extra nights.
How do I get to and from the hotel?
For arranging transportations services to and from the airport, please contact the hotel concierge at +1 844 222 6987 or use the shuttle services provided through the Los Cabos International Airport (SJD).
*While the ride share apps work in Los Cabos, and you can use it to book rides, they are not allowed to pick up or drop off passengers directly at the Los Cabos International Airport (SJD).
Called “the gold standard for legal peer groups” and “one of the best professional growth investments an in-house legal professional can make,” The L Suite is an invitation-only community for in-house legal executives. Over 2,000 members have access to 300+ world-class events per year, a robust online platform where leaders ask and answer pressing questions and share exclusive resources, and industry- and location-based salary survey data.
