Agenda Preview

Monday, October 22

Workshop Day
Workshops are classroom style sessions, designed to provide attendees with a deep dive into topics, and an opportunity to have their challenges addressed in an interactive format. You’ll have four workshops to choose from.

I Want to Launch a Prepaid Card. Now What?
This workshop is designed to help banks who want to be prepaid issuers and companies who want to become prepaid program managers understand the strategic and tactical questions that must be answered before launching a prepaid card program.

Workshop Leaders:
Ben Jackson, Senior Analyst, Prepaid Advisory Service, Mercator Advisory Group
Jeanne Whalen, VP, Product Development, Fiserv

Alternative Payment Providers Disrupting the Payment Landscape
Attendees will learn about the most disruptive companies and technologies in the payment space in the near term and the likelihood of them gaining adoption. The session also will pinpoint the effect disruptors will have on bank issuers and card networks, as well as the strategies taken by others to defend against these players.

Key points addressed during the workshop include:

  • The new payment technologies that are rapidly evolving the way a consumer pays and serving as the catalyst for a potential upheaval of the now bank-dominated payment landscape
  • Highlight the convergence of payment and non-payment companies in the industry and the entry of mobile carriers, mobile phone manufacturers and internet payment providers in products like Isis and Google Wallet. Discuss how many retail banks are forming partnerships with new members of the mobile value chain to build capacity, agree on standards and design and deliver solutions.
  • Examine the potential of companies like PayPal to become a major force in this space due to their ability to monetize their advertising potential more effectively than traditional players and to circumnavigate card networks entirely by connecting directly to consumer bank accounts
  • Discuss how closed-loop systems like, Apple’s iTunes product or Starbuck’s iPhone application linked to closed loop prepaid accounts have the potential to shake up the space, if these players expand micro-payments or change the system so it debits directly from consumer bank accounts

Workshop Leader:
Michelle Evans, Consumer Finance Analyst, Euromonitor International

You must sign up separately for workshops. An additional fee applies.

Wine and Cheese Welcome Reception
Mingle with fellow workshop attendees, meet old friends and make new business contacts.


Tuesday, October 23

Payments Innovation Day (PiD)
Who is the next disruptor? Or the technology that will help reduce friction in the payment process? The one that will make a breakthrough in payments?

Back by popular demand, the PiD demonstration showcase will feature a dozen cutting-edge solutions driving innovation in payments. You’ll see demonstrations in quick-fire format from dozens of up-and-coming companies, giving you the scoop on potential game changers in payments.  Audience members will be asked to vote on their favorite solution, crowning the winning company, the PiD People’s Choice.

Networking Lunch
We’ll announce the PiD winner during lunch, where you’ll also have an opportunity to meet your fellow attendees.

OPENING KEYNOTE ADDRESS
The Transformation of Digital Payment Technology

MasterCard will present on current consumer buying preferences and the latest digital and mobile wallet innovations that are addressing this trend by simplifying the shopping experience and providing faster and easier payment options. This session will review the opportunity for banks and merchants and provide examples of how to best take advantage of new payment capabilities to increase customer service and loyalty and drive the bottom-line.

Ed McLaughlin
Chief Emerging Payments Officer
MasterCard Worldwide

Welcome Reception in the Exhibit Hall
Meet industry solutions providers, sample their wares and get to know your fellow attendees during the first large networking opportunity of the conference.


Wednesday, October 24

An Enterprise Approach to Payments
This session will address how by taking a broader perspective of customer needs, banks can balance their value propositions across payment types to more effectively reduce the friction in the buying experience – and improve the overall customer experience.

D. Stephen Wooters
Head of U.S. Payments
RBS Citizens Financial Group

The Evolution of PayPal and Online Payments
This session will focus on how the payments industry can evolve together to fundamentally change how people and businesses interact in the economy.

Mark Lavelle
Senior Vice President
PayPal

Mobile Payments: The Challenge and Opportunity for Banks
This presentation addresses the role for banks in the migration to mobile commerce and the need to act now, as well as bank-specific mobile strategies.

Greg Baxter
Global Head of Mobile Strategy
Citi

Networking and Learning Luncheons
Sit down for lunch with your peers, or attend one of several lunch presentations.

Reception in the Exhibit Hall
Continue making connections with potential business partners as well with your industry peers.


Thursday, October 25

Retailer Panel
This panel is comprised of some of the largest national retailers address payments issues from a retailer’s perspective including interchange, mobile payments and EMV implementation.

Panelists:
Mario De Armas, Senior Director of International Payments, Walmart
Peter Nash, Assistant Treasurer, CVS
Dee O’Malley, Director, Finance, Best Buy


Wednesday, October 24 – Thursday, October 25

FOUR BREAKOUT TRACKS

Mobile & Emerging Payments Track
Many companies have announced mobile wallets; what role should banks play? What are the right partnership opportunities? Is NFC or cloud the winning solution?

Speakers include:
Drew Sievers, Founder and CEO, mFoundry
Dean Kontul, EVP, KeyBank
Tien-Tsin Huang, Managing Director, JP Morgan
Chris Mahl, Chief Strategy & Revenue Officer, LevelUp
Leo Rocco, CEO and Founder, GopayGo 
Dan Schatt, GM Financial Innovations, PayPal
Jeff Kiedrowski, VP & GM, InComm
Jon Squire, SVP Business Development & Strategy, CorFire

Prepaid Track
Prepaid is the fastest growing payment method; how can issuers capture value? Are the best opportunities in under-banked or as a cross-sell to existing customers?

Speakers include:
Nora Arpin, CTP, Director, Government Electronic Solutions, Comerica Bank
Madeline Aufseeser, Senior Analyst, Aite Group
Jim Ackerson, SVP, Sales and Marketing, i2c
Tal Clark, VP, Prepaid & Advanced Analytics Solutions, First Data
Andrew Gillen, Prepaid Product Manager, MasterCard Worldwide
Brian Greehan, Head of Government, Corporate & Commercial Prepaid, Bank of America
Diane Olson, US Partnership Development, Visa USA Prepaid Products
Philip J. Philliou, Philliou Partners, LLC
Trent Sorbe, President, Insight Cards
Tim Sloane, Director, Prepaid Advisory Service, Mercator Advisory Group
Kirsten Trusko, President, Network Branded Prepaid Card Association
Wesley Wright, SVP, Global Prepaid, American Express

ATM and Self-Service Track
With flat volumes, should banks outsource? Brand with third parties? Add new functionality? Or work to enhance the customer experience?

Speakers include:
Stephen Gaskin, VP, Self Service Customer Experience, Scotiabank
Jason Kuhn, Director of ATM Product Development, Payment Alliance International
Don Ledet, EVP, Director of Retail Support Services, IBERIABANK
Larry McClanahan, Director, Digital Delivery, Fifth Third
Brenda Pino, VP, ATM Distribution and Channel Strategy, Harris Bank
Bryan Pisciotta, SVP, ATM Distribution Management, Citi
Rick Updyke, President U.S. Business Group, Cardtronics
Tim Witt, Senior Director, Integrated Services, Diebold

Debit Track
With Reg II (the Durbin Amendment) in place, what’s the right strategy now? What is the outlook for EMV and rewards? What are the most effective approaches to minimize fraud?

Speakers Include:
Alyssa Arredondo, Financial Services, DataCard
Carol Balfany, SVP, Group Head, MasterCard Worldwide
Geoffrey Brown, Director of Debit Products, Sovereign Bank
Zil Bareisis, Senior Analyst, Celent
Inderpreet Batra, Partner, Oliver Wyman
Terry Dooley, SVP, CIO, SHAZAM, Chairman of the Secure Remote Payment Council
Drago S. Dzerve, Director, Business Development, VeriFone, Inc.
Herb Fellman, Card Network Relationship Executive, Bank of America
Jonathan Gagliano, EVP, Affinity Solutions
Scott Grimes, Founder & CEO, Cardlytics
Tom Heusinger, VP, Consumer Group Product Manager, BOK Financial
Douglas King, Retail Payments Risk Forum, Federal Reserve Bank of Atlanta
Steve Mathison, VP, Product Management, First Data
Judith McGuire, SVP, PULSE
Donna McVea, First National Bank of Omaha
Joe Salesky, Co-Founder & Chief Strategy Officer, FreeMonee
Doug Spear, Co-Founder & EVP, Linkable Networks
Dave Willis, VP, Debit Cards, Navy Federal Credit Union