Growth Through Customer-
Centric
Innovation
Agenda - updated March 1, 2010
Day 1 -
Tuesday,
March 23, 2010
8:30 - Registration and Coffee
Opening Session - Industry Innovation Driving
Business Growth
Chairperson - Joanne Robinson, Founder &
CEO,
Commercial Payments International
|
| 9:00 |
Welcome and Opening
Remarks
from the Chair |
Joanne Robinson,
Founder
& CEO, CPI |
| 9:15 |
Innovation Principles for
the 21st Century |
Dr. Charles W. Stryker, President,
Venture Development Center |
| 9:45 |
Q & A |
| 10:00 |
The Role Of The Networks
In
Customer-Centric Innovation |
| |
Driving B2B Innovation On A Global Scale
Marcie Verdin, Group
Head, Large Market Segment, Global Commercial Products, MasterCard Worldwide
How New Commercial and Prepaid Products are Positioned to Change the Payments Landscape
Darren Parslow, Head of Global Commercial Solutions, VISA
Inc.
Who Knew? Increase Sales by Listening and Fulfilling Customer Needs
Tom Cunningham, Vice President, Business Development,
Universal Air Travel Plan, Inc. |
| 11:00 |
Panel Discussion and Q
&
A |
| 11:15 |
Coffee Break - Hosted
by
 |
Innovation Spotlight
|
| 11:45 |
Session A
Prepaid Innovations-
The Fast Growing Segment
Sponsored by
Chairperson - Jonathan Weiner, Executive Vice President, Product and Managed Services, TxVia
Commercial Prepaid Innovations...Global Solutions, Local Approach
Jennifer Vanderwall, Senior Business Leader, Commercial Prepaid Solutions, MasterCard Worldwide
Controlling Global Costs through Innovative Prepaid Solutions
Christopher Russell, Executive Vice President, Global Vertical Markets, Travelex
Global Business Payments
|
Session B
Innovation Drives Customer
Adoption
Chairperson - Robert Kirk, Associate, CPI
ePayments eExplosion! Innovation Drivers for Corporate ePayments
Henry
Ijams, Managing Director and Founder, PayStream Advisors
Helping Customers Overcome the
Challenges of
Expanding a P-card Program to New Markets
Diane
McGuire, Managing Director, National Association of Purchasing
Card
Professionals
|
| 12:30 |
Lunch |
| 1:30 |
Session C
"Future Vision....How
Litigation and Legislation may Affect Cards and Commercial
Payments"
Sponsored by
Chairperson - Joanne Robinson, Founder & CEO, CPI
"Understanding the Potential Impact to Your
Payment Strategies - What Every Corporate Needs to
Know"
Kevin Phalen, Bank of America,
Commercial Card and
Comprehensive Payables Executive
Regulatory Developments in Commercial Payments - Will They Drive or Drag Innovation?
EU Regulatory Developments
William
Long, Counsel, Sidley Austin LLP
US Regulatory Developments
David E. Teitelbaum, Partner, Sidley Austin LLP
|
Session D
Automation as Innovation?
Chairperson - Robert Kirk, Associate, CPI
Employing Innovation to Integrate
Commercial
Cards into AP Systems
Peggy Yankovich, Senior
Vice
President, Global Transaction Banking Division, HSBC Bank
USA
Payment Automation: Migration to
Electronic
Jeffery M. Pape, Senior Vice
President,
Program Management, U.S. Bank
|
Customer Forums
Chairperson
- Joanne Robinson, Founder & CEO, CPI |
| 2:20 |
Customer Forum A - Meeting The Needs Of
Multinational Customers
Sponsored by
Global Commercial Payment
Trends
and Innovations
John Finnigan, Director, Global
Transaction Services, Citi
Paul Horn, Director, Global
Transaction Services, Citi
|
| 3:10 |
Coffee Break - Hosted
by
 |
| 3:40 |
Customer Forum B - Identifying Innovation
Requirements of Mid-Market Corporates
Sponsored
by
Digitized Payments – Evolution to Revolution
Mark Ellefson, Senior Vice President, Wells Fargo
Christine Hunsucker, Senior Vice President, Treasury Management
Sales, Wells Fargo
How Will Mobile Technology Impact Commercial Payments?
Megan Minich, Senior Vice President, Commercial Electronic Office, Channel Management, Wells Fargo |
| 4:30 |
Customer Forum C - Innovation Drives
Growth in
the Public Sector
Sponsored by
Moderator - Eduardo Vergara, Managing Director and Global Commercial Card Executive, J.P. Morgan
Driving Change and Innovation in the Public
and Government Sector. How Card is transforming payments on
a
World Stage
Eduardo Vergara, Managing
Director and
Global Commercial Card Executive, J.P. Morgan
Encouraging Innovation in the World's
Largest
Charge Card Program
David J. Shea, Director, Office of
Charge Card Management, Federal Acquisition Service, United
States
General Services Administration
Using Innovation to Take Cash Off the
Battlefield
Graham Mackenzie, Stored Value Card Program
Manager, U.S. Department of the Treasury, Financial Management
Service
Public-Private Partnerships - Advancing
Government Payments
Eva Robinson, Executive Director and Head Public Sector and
Commercial Cards, J.P. Morgan Treasury Services
Purchasing Cards Use by the U.S.
Government:
Historical and "Best Practice" Perspectives
Richard
Palmer, Ph.D., CPA, CMA, CoFounder - RPMG, Chair of Accounting
and
MIS, Harrison College of Business
|
| 6:00 - 7:15 |
Network Reception -
Hosted
by
|
Day 2 -
Wednesday,
March 24, 2010
8:00 - Coffee and Breakfast
General Session 1 - Drivers Of Customer-Centric
Commercial Payments Innovation - The Big Picture
Chairperson - Joanne Robinson, Founder &
CEO,
CPI
|
| 8:30 |
Welcome
|
| 8:40 |
Corporate
Travel
Trends - Impacts on Innovation and Growth
David K. Hillman, Principal, Consulting Strategies LLC |
| 9:00 |
Know Cards Know Savings – No Cards No Savings
Matthew A. Jackson, Corporate Card Consultant, Transaction Services, NAB Specialised Business, National Australia Bank Limited |
| 9:20 |
Putting Checks Out of Business
Des Cahill, Managing Director, First Data Commercial Services |
| 9:40 |
Managing Multinationals in a Converging World
Robert Kirby, CEO, Spendvision |
| 10:00 |
Q & A |
| 10:10 |
Coffee
Break -
Hosted by
 |
General Session 2 - Small Business Forum
|
| 10:40 |
Globalization - Issues Impacting SMEs when Paying Cross-Border Suppliers
Lance Blockley, Managing Director, Edgar, Dunn & Company |
| 11:00 |
Innovations in Small Business Credit Cards
Frank Martien, Leader of Commercial Payments Practice Area, First Annapolis Consulting |
| 11:20 |
Q & A |
General Session 3 - Drivers of Customer-
Centric Commercial Payments Innovation - Applications for the
Future |
| 11:30 |
How Can Suppliers and Financial Institutions Innovate to Meet Customer Needs?
Sid Vasili, CEO and Founder, Invapay |
| 11:50 |
Emerging Forms of Flexible Payment Solutions
Keith D. Pierce, Group Executive, TSYS Commercial Services |
| 12:10 |
Convergence – Driving Commercial Cards Growth with New Packaging & Technology
Robt Sadeckas, Global Card Strategist, HP Enterprise Services |
| 12:30 |
Q & A |
| 12:45 |
Lunch |
Closing Session - A 360° View - Key Stakeholder
Innovation Panel DiscussionsModerator - Joanne Robinson, Founder & CEO, CPI |
| 1:45 |
Panel A - What do
Customers
Really Need? |
| |
David J. Shea, Director, Office of Charge Card Management, Federal Acquisition Service, United States General Services Administration
Janell Centers, Global P-card Program Manager, Intuit Inc.
Other panelists TBC |
| 2:15 |
Panel B - Financial
Institutions
Want to Meet Customer Needs |
| |
Kevin Phalen, Commercial Card and Comprehensive Payables Executive, Bank of America
Alan Koenigsberg, Managing Director, International Commercial Card and E-Invoicing Executive, J.P. Morgan Treasury Services
Peggy Yankovich, Senior Vice President, Global Transaction Banking Division, HSBC Bank USA
Jeffrey Pape, Senior Vice President, Program Management, U.S. Bank
Mike Carbone, Senior Vice President and Global Practice Leader for Commercial Consulting, MasterCard Advisors
Other panelists TBC |
| 3:00 |
Panel C - Advancing Commercial Cards and Payments |
| |
CPI Advisory Board Members
Gary Palmer, Executive Vice President, Fidelity National Information Services
Steve Abrams, CPI Advisory Board
Darren Parslow, Head of Global Commercial Solutions, VISA Inc.
Des Cahill, Managing Director, First Data Commercial Services
Lance Blockley, Managing Director, Edgar, Dunn & Company
Frank Martien, Leader of Commercial Payments Practice Area, First Annapolis Consulting
Keith D. Pierce, Group Executive, TSYS Commercial Services
William Long, Counsel, Sidley Austin LLP
Robert Kirby, CEO, Spendvision
Sid Vasili, CEO and Founder, Invapay |
| 3:15 |
Closing Remarks |
Joanne Robinson, Founder &
CEO,
CPI |
| 3:30 |
Close of
Conference |
|
