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Breakout Tracks

Card Trends and Opportunities
Customer Loyalty and Engagement
Emerging and Mobile Payments
Regulation and Risk

Who You'll Meet

Join more than 700 peers in the cards and payments industry, including card issuers, payment networks, industry analysts, ISOs, and payments product and service providers, responsible for credit cards, loyalty and points programs, emerging payments, payment business strategies, marketing, operations and technology.

Click here to see last year's attendees.
Exhibit space and sponsorships are available.


Boca Raton Resort -
A Waldorf Astoria Resort
501 East Camino Real
Boca Raton, FL 33432

Conference Agenda

Tuesday, May 8, 2012

WORKSHOP DAY
12:00 PM - 1:00 PM
Registration Opens
1:00 PM - 3:00 PM
Workshop A: Considerations to Ensure Your Payment Product Changes Are Successful
Workshop Leader: Sarah Hartman, Senior Director, TSYS
Workshop Leader: Shannon Gill, Director Global Product, TSYS
1:00 PM - 3:00 PM
Workshop B: Debit and Credit Product Innovation for an Integrated Customer Future
Workshop Leader: Bill Anderson, Managing Director, FG SOLUTIONS
Workshop Leader: Dave Olson, Managing Director, FG SOLUTIONS
3:15 PM - 5:15 PM
Workshop C: Mobile Banking and Payments – Emerging Trends and Opportunities
Workshop Leader: Neil Hickey, NA Mobility Lead for Financial Services, ACCENTURE
3:15 PM - 5:15 PM
Workshop D: Merging Innovative and Traditional: A Marketing and Product Development Approach for Today’s Card Business
Moderator: Michael Archer, Partner, Global Financial Services, KURT SALMON
Workshop Leader: Michele Orndorff, Senior Manager, KURT SALMON
5:15 PM - 6:15 PM
Wine and Cheese Reception

Wednesday, May 9, 2012

New Addition to the 2012 Agenda

8:30 AM - 9:30 AM
Registration & Breakfast
9:30 AM - 10:15 AM
Getting Serious about Prepaid
Tim Sloane, Director, Prepaid Advisory Service, MERCATOR ADVISORY GROUP
John Barbella, SVP, THE BANCORP INC.
Hyung Choi, Head of U.S. Prepaid Products, VISA, INC.
Steve Diamond, Vice President, I2C, INC.
10:15 AM - 11:00 AM
How are Consumers Using Prepaid?
Stephanie Wilshusen, Industry Specialist, Payment Cards Center, FEDERAL RESERVE BANK OF PHILADELPHIA
Mick Conlin, SVP, META PAYMENT SYSTEMS
11:00 AM - 11:15 AM
BREAK
11:15 AM - 12:00 PM
The Elements of a Successful Prepaid Program
Brett Adams, Lead, U.S. Prepaid Products, MASTERCARD WORLDWIDE
Panelists: JB Donaldson, VP, ACS STATE & LOCAL SOLUTIONS, INC., A XEROX COMPANY
Anne Romagnino, Director, Payroll Operations, ALORICA
Michael Wolf, VP, Debit & Prepaid Product Team Manager, FIFTH THIRD
12:00 PM - 12:45 PM
Prepaid Opportunities and Challenges in Policy and Regulation
Moderator: Kirsten Trusko, President, NETWORK BRANDED PREPAID CARD ASSOCIATION
Panelists: Terry Maher, Partner, BAIRD HOLM LLP AND GENERAL COUNSEL, NETWORK BRANDED PREPAID CARD ASSOCIATION
Mark Moore, Principal, ALDRICH BONNEFIN & MOORE, PLC
Deborah S. Thoren-Peden, Partner, PILLSBURY
Steve Middlebrook, General Counsel, FSV PAYMENT SYSTEMS
12:45 PM - 1:45 PM
LUNCH
1:45 PM - 2:30 PM
Emerging Products in Prepaid
Moderator: Joshua Turnbull, Managing Consultant, CENTER FOR FINANCIAL SERVICES INNOVATION
Panelists: Jon Hennen, Director of Operations, PLASTYC
Kevin Morisson, SVP, Retail Payment Solutions & Prepaid Business Manager, US BANK
Priya Dozier, Market Product Manager, FIS
2:30 PM - 3:15 PM
The Future of Prepaid
Laura Kelly, SVP & GM of the Americas, Global Payment Options, AMERICAN EXPRESS COMPANY

4:00 PM - 4:45 PM
Redefining the Purchase Experience
Moderator: Amir Wain, CEO, I2C INC.
Panelists: Farhan Ahmad, Global Head of Prepaid & Emerging Payments, DISCOVER NETWORK
Eric Dunn, SVP, Payment Initiatives, INTUIT
Gary Marino, SVP, Global Financial Services, PAYPAL
4:45 PM - 5:30 PM
Affluent Consumer Spending – Understanding and Capturing the Opportunity
Timothy Murphy, Chief Product Officer, MASTERCARD WORLDWIDE
5:30 PM - 7:00 PM
Opening Reception in the Exhibit Hall

Thursday, May 10, 2012

Click on a track to view full breakout session details
Card Trends and Opportunities Loyalty and the Customer Experience Emerging Payments Regulation and Compliance Security and Fraud Prevention
CONFERENCE DAY
7:30 AM - 8:15 AM
Continental Breakfast and Registration
7:30 AM - 8:15 AM
Breakfast Briefing- The Evolving Loyalty Landscape: How Financial Services can Generate Revenues and Improve the Customer Experience, Through Innovative New Technology
Don Hughes, CIO, KOBIE MARKETING

Sponsored by:

8:15 AM - 8:30 AM
Welcome
8:30 AM - 9:15 AM
Global Card Reach: Sphere is Here
Eduardo Tobon, CEO U.S. Cards & Payments Division, SOVEREIGN BANK – SANTANDER
9:15 AM - 10:00 AM
What Banks Can Do to Shape the Financial Regulatory Future
Scott Feinstein, SVP, General Counsel, SOVEREIGN BANK - SANTANDER
Susan Ochs, Consultant; Former Senior Advisor, Department of the Treasury; Contributing Columnist, AMERICAN BANKER
10:00 AM - 11:00 AM
MORNING NETWORKING BREAK IN THE EXHIBIT HALL
11:00 AM - 11:45 AM
EMV Adoption: The Business, Technology and Customer Impacts
Moderator: Catherine Johnston, Chairman, ISCAN, President & CEO, ACT CANADA
Michel Chalifoux, Former Chair of the Canadian Chip Trial Steering Committee
Robert Hayhow, VP, POS Product Development, TD MERCHANT SERVICES
Oliver Manahan, Vice President of Emerging Payments, MASTERCARD
Shirley Matthew, Head of Product Platform, VISA CANADA
11:45 AM - 12:30 PM
Retail Credit: Beyond the Card
William E. "Bill" Johnson, CEO, CITI RETAIL SERVICES
12:30 PM - 1:30 PM
Networking Lunch

Sponsored by:

12:30 PM - 1:30 PM
Industry Innovation Lunch: Are your customers at the center of everything you do? Getting More Value from Your Most Valuable Asset
Eddie Bugg, Managing Director, Financial Services, ACXIOM
Bob Gould, Managing Director, Financial Services, ACXIOM

Sponsored by:

12:30 PM - 1:30 PM
Industry Innovation Lunch: Impact of Changes in the Consumer Compliance Regulatory Landscape
Maureen Day, Partner, ERNST & YOUNG

Sponsored by:

12:30 PM - 1:30 PM
Industry Innovation Lunch: Optimizing Communications to Drive a Best in Class Customer Experience
Marchai Bruchey, Chief Marketing Officer, THUNDERHEAD

Sponsored by:

1:30 PM - 2:30 PM
Exhibit Hall Hour
2:00 PM - 2:45 PM
Track: Card Trends and Opportunities View Track Consumer Payment and Lending Preferences: Insights from New Proprietary Research
Inderpreet Batra, Partner, OLIVER WYMAN
2:00 PM - 2:45 PM
Track: Loyalty and the Customer Experience View Track ACE Hardware Rewards Cards
Jody Allen, Channel Manager, ACE HARDWARE
Jonathan Gelfand, Managing Director, PARTNER ADVISORS
2:00 PM - 2:45 PM
Track: Emerging Payments View Track Get Beyond the Strategies to Drive Emerging Payments Adoption
Moderator: Campbell Edlund, President, EMI STRATEGIC MARKETING
Panelists: Mike Boush, VP, E-Business, DISCOVER FINANCIAL SERVICES
Calvin Grimes, Product Manager, Mobile Solutions, Electronic Banking Services, FISERV
Matthew Hoye, Consumer Credit Card Product Strategy, PNC BANK
2:00 PM - 2:45 PM
Track: Regulation and Compliance View Track Critical Steps to Understanding and Resolving Cardholder Problems and Complaints
Michael Beird, Director, Banking Services, J.D. POWER AND ASSOCIATES
Marla Blow, Assistant Director, Card Markets, CONSUMER FINANCIAL PROTECTION BUREAU (CFPB)
2:50 PM - 3:35 PM
Track: Card Trends and Opportunities View Track The Evolving Use of Payments Product Partnerships in Social/Local Commerce
Matt Cicinelli, Manager, Finance, LIVINGSOCIAL
Eric Marks, Managing Director, AURIEMMA CONSULTING GROUP
2:50 PM - 3:35 PM
Track: Loyalty and the Customer Experience View Track The Growing UDAAP Risk for Rewards Programs
Mike Lamberth, VP, Compliance, CAPITAL ONE
Sarah Olthoff, Sr. Compliance Director, CAPITAL ONE
Megan Baynes, Compliance Manager, PNC BANK
2:50 PM - 3:35 PM
Track: Emerging Payments View Track Venture Investing in Early Stage & Growth Payments Companies
Moderator: David Dove, Managing General Partner, DOVE CAPITAL PARTNERS
Panelists: Todd Beauchamp, Senior Associate, Global Banking and Payment Systems Practice, PAUL HASTINGS LLP
Mike Harris, General Partner, CORE INNOVATION
Daniel Ballen, VP, PINE BROOK PARTNERS
2:50 PM - 3:35 PM
Track: Regulation and Compliance View Track The Safety & Transparency of Prepaid Cards
Alex Horowitz, Research Manager, THE PEW CHARITABLE TRUSTS
3:35 PM - 3:50 PM
Afternoon Refreshment Break
3:50 PM - 4:35 PM
Track: Card Trends and Opportunities View Track The Rebirth of Credit - Minus the Debt
Rikard Bandebo, VP, Economist and Chief Advisor, FIRST DATA ADVISORS
Ajay S. Mookerjee, EVP, Consumer and Small Business Credit Card, SUNTRUST BANK
3:50 PM - 4:35 PM
Track: Loyalty and the Customer Experience View Track The Competitive World of Cash-Back Cards
Joel Stanton, Senior Analyst, LIGHTSPEED RESEARCH
3:50 PM - 4:35 PM
Track: Emerging Payments View Track Person to Person Payments
Jennifer Windh, Retail Payments Risk Forum, FEDERAL RESERVE BANK OF ATLANTA
Tammi Shapiro, Senior Director, CashEdge Division, FISERV
3:50 PM - 4:35 PM
Track: Regulation and Compliance View Track A Roadmap to a Uniform Payments Standard
Moderator: Deborah Baxley, Principal, CAP GEMINI
4:40 PM - 5:25 PM
Track: Card Trends and Opportunities View Track Defining Quality Financial Services in Prepaid- Case Study with Sunrise Banks
Kimberly Gartner, VP, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
David Reiling, CEO, SUNRISE COMMUNITY BANKS
4:40 PM - 5:25 PM
Track: Loyalty and the Customer Experience View Track Going the Extra Mile by Sticking Close to Home: How to Leverage Local Merchants to Drive Card Spend
Fern Fernandez, Managing Director of Marketing Programs and Loyalty, US AIRWAYS
Sarah Arvin, VP, Loyalty Programs, CARTERA COMMERCE
4:40 PM - 5:25 PM
Track: Emerging Payments View Track Mobilizing and Digitizing Payment Products
Khalid Fellahi, SVP, Electronic Channels, WESTERN UNION
4:40 PM - 5:25 PM
Track: Regulation and Compliance View Track How Regulation Will Impact Innovation
Kathryn C. Kling, Partner, NELSON MULLINS RILEY & SCARBOROUGH LLP
5:25 PM - 7:00 PM
NETWORKING RECEPTION IN THE EXHIBIT HALL

Friday, May 11, 2012

Click on a track to view full breakout session details
Card Trends and Opportunities Loyalty and the Customer Experience Emerging Payments Regulation and Compliance Security and Fraud Prevention
CONFERENCE DAY
7:30 AM - 8:15 AM
Continental Breakfast
8:15 AM - 9:00 AM
Disrupting to Make a Difference: Customer-Centric Financial Services
Moderator: Maria Aspan, Consumer Finance Editor, AMERICAN BANKER
Mark Lenhard, Financial Services Strategy Lead, PAYPAL
Dan O'Malley, CEO, PERKSTREET FINANCIAL
9:00 AM - 9:45 AM
Wallet in the Cloud
George Peabody, Director Emerging Technologies, MERCATOR ADVISORY SERVICES
Frank Young, Business Development, GOOGLE GEOCOMMERCE
9:45 AM - 10:30 AM
Networking Break
10:30 AM - 11:15 AM
Track: Card Trends and Opportunities View Track Leveraging Offline Insights for Better Results in Today’s Online World
Larisa Drake, VP, Marketing Operations, DISCOVER FINANCIAL SERVICES
10:30 AM - 11:15 AM
Track: Emerging Payments View Track Mobile Wallets: What Do They Mean to Financial Institutions?
Madeline Aufseeser, Senior Analyst, AITE GROUP
Scott Sanchez, VP, Innovation, FIRST DATA
10:30 AM - 11:15 AM
Track: Loyalty and the Customer Experience View Track Creating Customer Loyalty through Mobile Technology
Leigh Amaro, Senior Business Leader, Media & Advertising Solutions, VISA, INC.
10:30 AM - 11:15 AM
Track: Security and Fraud Prevention View Track Ensuring Security on Mobile Devices
Ted Eull, VP, Technology Services, VIAFORENSICS
11:15 AM - 12:00 PM
Track: Card Trends and Opportunities View Track Card Opportunities for Credit Unions
Moderator: Andrew Davidson, SVP, MINTEL COMPEREMEDIA
Panelists: Randy Hopper, Assistant Vice President, Credit Card Lending, NAVY FCU
Steven Strum, VP, COASTLINE FEDERAL CREDIT UNION
11:15 AM - 12:00 PM
Track: Loyalty and the Customer Experience View Track Keep it Simple, Stupid: A Lesson in Creating True Customer Loyalty
Sherry Hartwig, SVP of Customer Care/Risk Operations, WORLD
Moderator: Eric Lindeen, Director of Marketing, ZOOT ENTERPRISES
Leslie McNamara, EVP, Partner Management, CITI RETAIL SERVICES
11:15 AM - 12:00 PM
Track: Emerging Payments View Track What to do with Bitcoin?
Anthony Gallippi, Co-founder and CEO, BIT-PAY.COM
11:15 AM - 12:00 PM
Track: Security and Fraud Prevention View Track The Security Proposition for EMV Chip Adoption—A Case Study
Troy Bernard, Director, Chip Payment Technology, DISCOVER FINANCIAL SERVICES
12:00 PM - 12:45 PM
Track: Card Trends and Opportunities View Track Five Non-Prepaid Forces That Will Reshape the Prepaid Industry
Madeline Aufseeser, Senior Analyst, AITE GROUP
12:00 PM - 12:45 PM
Track: Loyalty and the Customer Experience View Track Gamification and Emerging Engagement Models: Prepaid & Beyond
Charles Chuck Christianson, Group Vice President of Sales and Strategy, CONNEXIONS LOYALTY
Brian Parlotto, SVP, Gift Cards, Digital and B2B, INCOMM
12:00 PM - 12:45 PM
Track: Emerging Payments View Track The Decoupling of Banks - How Non-Bank Entities will Dictate the Future of Consumer Financial Services
Daniel Ballen, VP, PINE BROOK PARTNERS
12:00 PM - 12:45 PM
Track: Security and Fraud Prevention View Track Invasion of the Payments Snatchers: Understanding Payments Fraud and Developing Strategies to Fight Back
Stephanie Fuoco, Risk Manager, FISERV
Richard Maier, Mid-Florida Credit Union, AVP, LOSS PREVENTION AUDITING
12:45 PM -
CONFERENCE CONCLUDES