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Agenda Highlights

5 Themes

ATM
Debit
Prepaid
Mobile
Digital Money

Payments Innovation Day

Who is the next disruptor? The breakthrough in payments? The start-up that changes how consumers pay for things?

Sunday, October 20, 2013

1:00 p.m. -
2:00 p.m. - 4:00 p.m.
Workshop A - Launching a Prepaid Program: Weighing the Risks and Rewards
Phil Philliou, President & CEO of TruBeacon, Chairperson, Card Forum
Melissa Lavery, Senior Director, Product Marketing and Strategy, PHILLIOU PARTNERS, LLC
2:00 p.m. - 4:00 p.m.
Workshop B - Legislative and Regulatory Developments in Payments: A 2013 Review and 2014 Preview
Dennis Ambach, Government Relations Liaison, EARLY WARNING
Kim Ford, VP Public Affairs, FIRST DATA
John Hagy, Chief Policy Officer and Special Counsel, METABANK
4:00 p.m. - 6:00 p.m.
Workshop C - Crypto-what!? What You Need to Know About the Digital Economy and Social Media Payments
Aleia Van Dyke, Payments Analyst, JAVELIN STRATEGY & RESEARCH
Dan Schatt, Chief Commercial Officer, STOCKPILE

Monday, October 21, 2013

8:00 a.m. -
9:30 a.m. - 11:00 a.m.
Payments Innovation Day: Part 1
Sandra Chesnutt, GM, Payzur P2P, ACCULYNK
Robert Ziegler, CEO, CORDURO
Mary Knich, VP, ATM Services, FIRST DATA
John McCarthy, Head of New Revenue Streams and Innovation, FEXCO
Dave Keenan, GM, Network Solutions, FISERV
Marc Borbas, VP, Marketing, INETCO
11:00 a.m. - 11:30 a.m.
11:30 a.m. - 1:00 p.m.
Payments Innovation Day: Part 2
Eric Bachman, COO, MARQETA
Michael Strange, CTO, MITEK
Jim Collas, President & CEO, ONBUDGET
Zach Harvey, CEO, LAMASSU, INC.
Brendon Wilson, Director of Products, NOK NOK LABS
1:00 p.m. -
1:00 p.m. - 2:15 p.m.
2:15 p.m. - 3:15 p.m.
3:15 p.m. - 3:30 p.m.
Conference Opening
Tony Hayes, Partner, OLIVER WYMAN
3:30 p.m. - 4:15 p.m.
Delivering an Enhanced ATM and Store Experience
Jonathan Velline, EVP, ATM Banking and Store Strategy, WELLS FARGO
4:15 p.m. - 5:15 p.m.
Network Showcase
Tony Hayes, Partner, OLIVER WYMAN
Leland Englebardt, II, Group Head, Processing Management & Market Intelligence, MASTERCARD WORLDWIDE
Jim Hanisch, EVP, Network Operations and Corporate Development, CO-OP FINANCIAL SERVICES
Pete Korpady, General Manager, STAR NETWORK
Neil Marcous, President, NYCE PAYMENTS NETWORK, LLC
Dave Schneider, President, PULSE
Bob Whyte, Head of Consumer Debit Products, North America, VISA, INC.

Tuesday, October 22, 2013

Click on any of the track details below to view a detailed explanation
7:00 a.m. - 8:00 a.m.
8:00 a.m. - 8:15 a.m.
Opening Remarks from the Chairman
Tony Hayes, Partner, OLIVER WYMAN
8:15 a.m. - 9:00 a.m.
Leaders in Debit
Tony Hayes, Partner, OLIVER WYMAN
Ed Kadletz, EVP, Head of Debit and Prepaid Cards, WELLS FARGO BANK, N.A.
Cecilia Frew, Head of U.S. Prepaid, VISA, INC.
Ben Stewart, SVP, Debit Executive, BANK OF AMERICA
9:00 a.m. - 9:45 a.m.
MCX: Who, What, Why, When and How?
Dodd Roberts, Senior Executive, MERCHANT CUSTOMER EXCHANGE
Sandy Estep, VP and Controller, PUBLIX SUPER MARKETS, INC.
John Manna, VP & Operational Controller, LOWE'S COMPANIES INC.
Jonathan Wallgren, Director, Bank Partnerships & Compliance, KOHL'S DEPARTMENT STORES
Sherif Mohammad, Accounting Business Development Director, BRINKER INTERNATIONAL
9:45 a.m. - 10:30 a.m.
10:30 a.m. - 11:15 a.m.
ACH: Friend or Foe?
Jan Estep, President & CEO, NACHA - THE ELECTRONIC PAYMENTS ASSOCIATION
11:15 a.m. - 12:00 p.m.
Open and Secure Mobile Payments
David Fortney, SVP, New Product Development, THE CLEARING HOUSE
Richard Char, Senior Vice President of Business Development, VERIFONE
12:00 p.m. - 1:00 p.m.
12:00 p.m. - 1:00 p.m.
Industry Innovation Luncheon: Payments - an ever changing ecosystem. Implications for today’s Financial Institutions
Suzanne Galvin, SVP of Product Management, ELAN FINANCIAL SERVICES

Sponsored by:

12:00 p.m. - 1:00 p.m.
Industry Innovation Luncheon: How TSYS Transforms Ideas Into Innovative Solutions
Chris Colson, Director of Innovation, TSYS

Sponsored by:
TSYS

1:00 p.m. - 1:30 p.m.
1:30 p.m. - 2:15 p.m.
Track: ATM sponsored by Cardtronics View Track The New Consumer ATM Experience: Before, During and After the Transaction
Sally Reilly, SVP and Director of the ATM Channel, SOVEREIGN BANK
Tom Pierce, CMO, CARDTRONICS
1:30 p.m. - 2:15 p.m.
Track: Debit sponsored by Discover View Track The Annual Debit Issuer Study
Judith McGuire, Executive Vice President, Product Management, PULSE, A DISCOVER COMPANY
Inderpreet Batra, Partner, OLIVER WYMAN
1:30 p.m. - 2:15 p.m.
Track: Prepaid View Track The Economics of Prepaid
Tim Sloane, Director, Prepaid Advisory Service, MERCATOR ADVISORY GROUP
1:30 p.m. - 2:15 p.m.
Track: Mobile sponsored by PriceWaterhouseCoopers View Track The Future of Payments
Michael Kelly, President & CEO, PSCU
1:30 p.m. - 2:15 p.m.
Track: Digital Money View Track Bitcoin for Bankers: Virtual Currency Overview
George Peabody, Senior Director, GLENBROOK PARTNERS
2:20 p.m. - 3:05 p.m.
Track: ATM sponsored by Cardtronics View Track ATM 2020: Bridge to Digital or “Branch” of the Future
Kevin Travis, Managing Director, NOVANTAS, INC.
Ethan Teas, Principal, NOVANTAS, INC.
Karla Mizelle, SVP, Products and Channels, FIRST CITIZENS BANK
Steven Nowaczyk, VP ATM Self-Service Channel Manager, BMO HARRIS
Panelists: Mark Gilder, SVP, CITI
2:20 p.m. - 3:05 p.m.
Track: Debit sponsored by Discover View Track Cracking the Conversion: Best Practices in Switching Debit Processors
Kelli Jones, VP, MASTERCARD IPS
Dave Sanderson, VP, Debit Card Manager, KEYBANK
2:20 p.m. - 3:05 p.m.
Track: Prepaid View Track Prepaid Matures as an Industry – What’s in it for you?
Kirsten Trusko, President, NETWORK BRANDED PREPAID CARD ASSOCIATION
Juli Spottiswood, President & CEO & Board Member, PARAGO
Wendy Harp, Chief Compliance Officer, Vice President Corporate Legal, INTELISPEND PREPAID SOLUTIONS
Katherine Yee, Senior Vice President - Wells Fargo Deposit Products Group, WELLS FARGO
2:20 p.m. - 3:05 p.m.
Track: Mobile sponsored by PriceWaterhouseCoopers View Track Mobile Imaging and the New Customer Experience for Prepaid and Debit/Checking Alternatives
Michael Strange, CTO, MITEK
Jon Rosner, VP, New Product Development, AMERICAN EXPRESS
2:20 p.m. - 3:05 p.m.
Track: Digital Money View Track Compliance and AML
Constance Choi, General Counsel, PAYWARD
Juan Llanos, Co-founder, EVP and Compliance Officer, UNIDOS FINANCIAL
Adam Shapiro, Director, PROMONTORY FINANCIAL
Marc Hochstein, Executive Editor, AMERICAN BANKER
3:05 p.m. - 3:20 p.m.
3:20 p.m. - 4:05 p.m.
Track: ATM sponsored by Cardtronics View Track Driving Innovation to Impact All Customers: Making ATM and Banking Services Available to People with Disabilities
Mark A. Riccobono, Executive Director for the Jernigan Institute, National Federation of the Blind, FIRST BLIND DRIVER AT THE DAYTONA INTERNATIONAL SPEEDWAY
Mehgan Sidhu, General Counsel, NATIONAL FEDERATION OF THE BLIND
3:20 p.m. - 4:05 p.m.
Track: Debit sponsored by Discover View Track How Instant Issuance is Shaping Customer Service
Bill Dinker, President, EFT SOURCE
Jeremy Miller, Regional Vice President, North Region, CENTIER BANK
3:20 p.m. - 4:05 p.m.
Track: Prepaid View Track Payroll Card Programs: How New Technology is Changing the Consumer Mindset
Linda Pappillion, Senior Director - Payroll, HRIS, & Employee Records, PACIFIC SUNWEAR
3:20 p.m. - 4:05 p.m.
Track: Mobile sponsored by PriceWaterhouseCoopers View Track Policy Issues in Mobile Payments
Moderator: Jason Oxman, CEO, ELECTRONIC TRANSACTION ASSOCIATION (ETA)
Doug Dwyre, CEO, MOCAPAY
Kevin Patrasic, Partner, PAUL HASTINGS
Margo Tank, Partner, BUCKLEYSANDLER LLP
3:20 p.m. - 4:05 p.m.
Track: Digital Money View Track The Merchant Perspective on Digital Money
Moderator: Austin Kilgore, Managing Editor, PAYMENTSSOURCE
Julian Tosh, Business Owner, BITCOINSINVEGAS.COM
Maria Sparigis, President, DIRECTPAYNET
David Perry, Chief Architect, BITCOINSTORE.COM
Paul Schloss, President, BROOKLYN BAGELS
4:10 p.m. - 4:55 p.m.
Track: ATM sponsored by Cardtronics View Track Cardless Cash Access to the ATM
Moderator: Doug Brown, SVP, GM FIS Mobile, FIS
Tom Ormseth, SVP, Retail Strategy, WINTRUST FINANCIAL
4:10 p.m. - 4:55 p.m.
Track: Debit sponsored by Discover View Track Disputes and Chargebacks - Bringing The Risk Down?
Andrew M. Paur, Esq., EVP & Corporate Operations Officer, WOODFOREST NATIONAL BANK
Paul McMeekin, Senior Product Marketing Manager, ACI
4:10 p.m. - 4:55 p.m.
Track: Prepaid View Track How Prepaid Innovation is Driving Future Advances in Financial Services
Moderator: Lisa McFarland, Chief Marketing Officer, INGO MONEY
Drew Edwards, CEO, INGO MONEY
Youri Bebic, General Manager, NFC Prepaid Services, DEVICE FIDELITY
Hamed Shahbazi, Founder, TIO NETWORKS CORP
Dave Alvarez, CEO, NEXXO
4:10 p.m. - 4:55 p.m.
Track: Mobile sponsored by PriceWaterhouseCoopers View Track Will Retailers Ignite Mobile Payments at the POS?
Zil Bareisis, Senior Analyst, CELENT
4:10 p.m. - 4:55 p.m.
Track: Digital Money View Track Beyond Bitcoin – Other New Monies
Daniel Wolfe, Editor-in-Chief, PAYMENTSSOURCE
Shamoon Siddiqui, CEO & Co-Founder, CRYPTO STREET
Daniel Aranda, Director, Business Development, OPENCOIN
7:00 p.m. -
The Chairman’s Dinner
Tony Hayes, Partner, OLIVER WYMAN

Wednesday, October 23, 2013

Click on any of the track details below to view a detailed explanation
7:00 a.m. - 8:00 a.m.
8:00 a.m. - 8:45 a.m.
Leaders in Prepaid
Moderator: Andrew Dresner, Partner, OLIVER WYMAN
Alpesh Chokshi, President, Global Payment Options, AMERICAN EXPRESS COMPANY
Chuck Harris, President, NETSPEND
Steven Streit, President and CEO, GREEN DOT CORPORATION
8:45 a.m. - 9:30 a.m.
Industry Outlook - Investment Analysts Panel
Moderator: Michael Zeltkevic, Partner, OLIVER WYMAN
Glenn Fodor, Partner, US Processors and Payments, AUTONOMOUS RESEARCH
Ashwin Shirvaikar, Director, Payments, Processors & IT Services, CITI
Timothy W. Willi, Managing Director, WELLS FARGO SECURITIES
10:15 a.m. - 11:00 a.m.
Track: ATM sponsored by Cardtronics View Track Leveraging Video to Enhance the ATM Experience
Mychal Kempt, VP, North American Operations, DIEBOLD
Kathy O'Masters, Branch Supervisor, MISSOULA FEDERAL CREDIT UNION
10:15 a.m. - 11:00 a.m.
Track: Debit sponsored by Discover View Track Deals and Data: Driving Relevant Interactions with Card Members Through Targeted Offers
Moderator: Steve Kietz, EVP/GM, Strategic Partnerships, EDO INTERACTIVE
Richard Char, Senior Vice President of Business Development, VERIFONE
Madeline Aufseeser, Senior Analyst, AITE GROUP
Cheryl Hintz, VP, Debit Product Strategy, US BANK
Todd Harbison, Chief Revenue Officer, TRANSCARD
10:15 a.m. - 11:00 a.m.
Track: Prepaid View Track Is It Time We Start Thinking of Prepaid As Just Another Deposit Product?
Moderator: Cathy Corby Parker, Chief Strategy Officer, TRANSCARD, LLC.
Jane Haskin, President & CEO, FIRST BETHANY BANK & TRUST
Scott Bivens, VP Electronic Payments, CITY BANK TEXAS
Travis D. Colquett, CRCM, VP/Compliance Officer, FIRST CITIZENS BANK
10:15 a.m. - 11:00 a.m.
Track: Mobile sponsored by PriceWaterhouseCoopers View Track Google Glass: Wearable Devices and its Impact on Mobile Commerce
Moderator: Sean Sposito, Tech Reporter, AMERICAN BANKER
Robert Peck, Managing Director, SUNTRUST
Jim Marous, SVP, Corporate Development, NEW CONTROL
Bradley Leimer, VP, Online and Mobile Banking, MECHANICS BANK
11:00 a.m. - 11:45 a.m.
Track: ATM sponsored by Cardtronics View Track Merchant Cash Management
Harry Brandicourt, SVP, Managing Director, Strategic Planning Group, Director of Innovation, FIFTH THIRD BANK
Ben Hoffman, Partner, OLIVER WYMAN
11:00 a.m. - 11:45 a.m.
Track: Debit sponsored by Discover View Track Broadening the View to Better Identify Compromised Card Accounts
Neill Haskin, Senior Vice President and Senior Fraud Policy Manager, BANK OF AMERICA
Robert Hill, VP, Market Strategy, EARLY WARNING
11:00 a.m. - 11:45 a.m.
Track: Prepaid View Track Separating Your Prepaid Card From the Pack
Tim Attinger, Group Vice President, Strategy and Innovation, BLACKHAWK NETWORK
11:00 a.m. - 11:45 a.m.
Track: Mobile sponsored by PriceWaterhouseCoopers View Track The Evolution of Person-to-Person Payments
Michael Marion, SVP, NA Consumer Internet and Mobile, CITI
Tom Roberts, SVP Marketing, ePayments, FISERV
11:45 a.m. - 12:30 p.m.
Track: ATM sponsored by Cardtronics View Track Spotlight on the ATM Channel: New Technologies, New Services, and New Regulations
Moderator: Ed O'Brien, Director of Banking Channels Advisory Services, MERCATOR ADVISORY GROUP
David Tente, Executive Director, USA, LATAM, ATM INDUSTRY ASSOCIATION (ATMIA)
Scott Post, SVP, HANSCOM FEDERAL CREDIT UNION
Laura Jones, SVP Compliance & Risk Management, ELAN FINANCIAL SERVICES
Suzanne Galvin, SVP of Product Management, ELAN FINANCIAL SERVICES
11:45 a.m. - 12:30 p.m.
Track: Debit sponsored by Discover View Track Inside the U.S. Credit/Debit Dynamic: Exploring Shifts in Consumer Spending and Saving Behavior
Ted Iacobuzio, VP, Global Insights, MASTERCARD
11:45 a.m. - 12:30 p.m.
Track: Prepaid View Track How to Launch a Prepaid Card Program: A Case Study
Paolo Zambonini, Executive Vice President Product and Marketing, NETWORK INTERNATIONAL
11:45 a.m. - 12:30 p.m.
Track: Mobile sponsored by PriceWaterhouseCoopers View Track Mobile Wallet Legal Issues from A to Z
Panelists: Brooks E. Harlow, Principal/Mobile Payments Counsel, LUKAS, NACE, GUTIERREZ & SACHS, LLP