Bitcoin for Financial Services Summit Returns to Denver: Joseph Kelly on Custody and Credit, Alan Lane on Banking Lessons
Key Takeaways
- •The second annual Bitcoin for Financial Services Summit (BFFS26) will take place in Denver from October 20–22, 2026, featuring more than 30 sessions across two full program days.
- •Joseph Kelly, CEO and co-founder of Unchained, will open the summit with a keynote addressing Bitcoin custody, credit, and trust at scale.
- •Alan Lane, former CEO of Silvergate Bank, which served digital-asset businesses before winding down in 2023, will present lessons on Bitcoin and traditional banking.
- •Colin Crossman, Wyoming's Deputy Secretary of State, will discuss the regulatory outlook for banks, exchanges, and advisors from the state that created the first U.S. special-purpose bank charters for digital-asset businesses.
- •Program sessions will cover practical topics including Bitcoin-backed lending, treasury accounting, retirement planning, and fiduciary duty, with workshops providing continuing education credit for financial advisors and CPAs.

DENVER — The Bitcoin for Financial Services Summit (BFFS26) returns to Denver on October 20–22, 2026, bringing together CPAs, wealth advisors, attorneys, lenders, and finance leaders who are building Bitcoin into their practices. Now in its second year, the summit has grown to more than 30 sessions across two full program days, with a speaker lineup drawn from the firms defining Bitcoin custody, credit, and advisory.
Headlining the program is Joseph Kelly, CEO and co-founder of Unchained, who opens the summit with a keynote on custody, credit, and trust at scale — the questions any practice must answer before it holds or lends against client bitcoin. Alan Lane, former CEO of Silvergate Bank, will speak on lessons for Bitcoin and banking; Silvergate served digital-asset businesses for years before winding down in 2023, giving the session a firsthand perspective on how Bitcoin and traditional banking have interacted. Patrick Lowry, CEO of Samara Asset Group, is set to discuss holding Bitcoin as a public-company treasury reserve, and Colin Crossman, Wyoming's Deputy Secretary of State, will address the regulatory outlook for banks, exchanges, and advisors — a state-level perspective from Wyoming, which created the first U.S. special-purpose bank charters for digital-asset businesses.
Additional speakers include Kate Goldman of Anchorage Digital, Sam Baker of River, Eric Yakes of Epoch Ventures, Daniel Hillery of UTXO Management, Moish Peltz of Falcon Rappaport & Berkman, and CJ Konstantinos of Peoples Reserve.
Organizers say the sessions focus on practical application: bringing Bitcoin into wealth planning and family offices, Bitcoin-backed lending and mortgages — structures that let holders borrow against their bitcoin rather than sell it — treasury accounting and valuation, retirement and income planning, charitable giving strategies, mining as an asset class, and fiduciary duty when clients hold Bitcoin. Dedicated workshops will offer continuing education credit for financial advisors and CPAs, the professional-development hours many advisors and accountants need to keep their licenses in good standing.
"Last year proved that financial professionals want more than a Bitcoin primer. They want to know how to serve clients who already own it," said Jordan Guess, CPA, co-host of the summit, in a press release shared with Bitcoin Magazine. "This year's program is built around the questions advisors and accountants are actually getting from clients, answered by the people building the infrastructure."
The summit opens on Tuesday, October 20, with the Better Money Invitational golf tournament at City Park Golf Course, hosted with Bitcoin Sports Network, followed by a welcome party at The Space sponsored by Falcon Rappaport & Berkman. Evening programming includes wine and whiskey tastings, and Thursday begins with an optional sunrise hike in the Rocky Mountains.
BFFS26 is co-hosted by Jordan Guess and Wyatt O'Rourke of BFFS Media, producers of the Bitcoin for Financial Services podcast. Sponsors include Unchained, Anchorage Digital, UTXO Management, River, HSA, SustainHash, and Stormrake.
Registration is open now at Media contact: Wyatt O'Rourke, wyatt@bffs.media.
This article first appeared on Bitcoin Magazine and was written by Juan Galt.