BM Technologies, Inc. (NYSE:BMTX) Q1 2024 Earnings Conference Call May 16, 2024 9:00 AM ET Company Participants Brian Prenoveau - IR Luvleen Sidhu - CEO Ajay Asija - CFO Jamie Donahue - President and Chief Technology Officer Conference Call Participants Greg Pendy - Chardan Mike Grondahl - Northland Securities Bill DeZellem - Titan Capital Operator Good morning everyone, and welcome to the BM Technologies First Quarter and 2024 Earnings Call. Please note that this event is being recorded. Following manageme ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 82-3410369 (State or other jurisdict ...

Table of Contents NOTE 7 — COMMITMENTS AND CONTINGENCIES Loss contingencies, including claims and legal actions arising in the ordinary course of business, are recorded as liabilities when the likelihood of loss is probable, and an amount or range of loss can be reasonably estimated. Management does not believe there are any such matters that will have a material effect on the consolidated financial statements that are not currently accrued for. However, in light of the uncertainties inherent in these matte ...

Jamie Donahue, President and Chief Technology Officer stated, "The Company is actively executing on its technology transformation plan to accelerate growth opportunities and enhance the competitive advantage that already exists in our unique position in the higher education market. We have rewritten and unified our platform infrastructure to seamlessly power both our student disbursement and BaaS experiences going forward. This investment in modernization will reduce operational costs and fraud risk, accele ...

BM Technologies, Inc. (NYSE:BMTX) Q3 2023 Earnings Conference Call November 20, 2023 5:00 PM ET Company Participants Brian Prenoveau - IR Luvleen Sidhu - CEO Jim Dullinger - CFO Conference Call Participants Greg Pendy - Chardan Mike Grondahl - Northland Securities Bill Dezellem - Tieton Capital Management Operator Good afternoon, everyone, and welcome to the BM Technologies Third Quarter 2023 Earnings Call. Please note that this event is being recorded. [Operator Instructions] At this time, I'd like to turn ...

201 King of Prussia Road, Suite 650 Wayne, Pennsylvania 19087 (Address of Principal Executive) (Zip-Code) | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|----------------------|-------|---------------------| | ASSETS | | September 30, 2023 | | December 31, 2022 | | C ...

BM Technologies, Inc. (NYSE:BMTX) Q2 2023 Earnings Conference Call August 22, 2023 5:00 PM ET Company Participants Brian Prenoveau - Investor Relations Luvleen Sidhu - Chief Executive Officer Jim Dullinger - Chief Financial Officer Raj Singh - Co-Chief Executive Officer Conference Call Participants Mike Grondahl - Northland Securities Greg Pendy - Chardan Bill Dezellem - Tieton Capital Operator Good afternoon, everyone, and welcome to the BM Technologies Second Quarter 2023 Earnings Call. Please note that t ...

201 King of Prussia Road, Suite 650 Wayne, Pennsylvania 19087 (Address of Principal Executive) (Zip-Code) (Former name, former address, and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such r ...

BM Technologies, Inc. (NYSE:BMTX) Q1 2023 Earnings Conference Call May 22, 2023 5:00 PM ET Company Participants Brian Prenoveau - IR Luvleen Sidhu - CEO Jim Dullinger - CFO Raj Singh - Co-CEO Conference Call Participants Brian Dobson - Chardan Capital Markets Mike Grondahl - Northland Securities Bill Dezellem - Tieton Capital Operator Good afternoon, everyone, and welcome to the BM Technologies First Quarter 2023 Earnings Call. Please note that this event is being recorded. [Operator Instructions] At this t ...

Basis of Presentation Management has performed this required assessment as of May 22, 2023 including consideration of the effect of the DPSA Second Amendment and the 2023 Deposit Servicing Agreement with Customers Bank, and believes there is sufficient funds available to support its ongoing business operations and continue as a going concern for at least the next 12 months with projected liquidity of $21.5 million at May 22, 2024. These interim unaudited consolidated financial statements should be read in c ...