Since 2008, the CPI Global Advisory Board has played a key role in setting the direction and agenda for CPI’s activities. Industry thought leaders from leading commercial cards and payments organizations meet several times a year to provide input and discuss key issues facing the industry. The CPI Advisory Board has been instrumental in setting the direction of the organization and providing guidance to the industry. Members include thought leaders from all parts of the commercial payments value chain.

 


 

David Trecker
Senior Vice President, B2B Payments, Mastercard

David Trecker is Senior Vice President of Business to Business (B2B) Payments at Mastercard. Responsibilities include leading In Control, Mastercard’s virtual card platform, and Track Business Payment Service, Mastercard’s multi-rail open-loop network to simplify and automate B2B payments. Prior to joining Mastercard, David held diverse leadership positions in Transaction Banking over 15 years. Most recently he was Supply Chain Finance Head at Bank of America; Before that, Global Venture Capital Lead for Citi Treasury & Trade Solutions. David is a member of the Commercial Payments International Global Advisory Board and an active contributor to the Global Supply Chain Finance Forum, a collaboration of leading industry associations to develop, publish and champion a set of commonly agreed market standards. David holds a Bachelor of Science in finance and legal studies from Indiana University and a Masters of Business Administration from The Wharton School of the University of Pennsylvania. He is based out of Mastercard’s world headquarters in Purchase, New York.

 


 

Gint Balodis
VP, Global B2B & International Product Management, Global Commercial Payments, American Express

Gint Balodis is Vice President, global B2B & international product management, global commercial payments, a position he assumed in july 2016. His organization is responsible for managing our suite of B2B and international payment products to support buyer and supplier client needs globally. Prior to his current role, Gint led the global business consulting organization at American Express, which provides our customers with data driven insights, best practices, and expert resources in procurement, B2B payments, and travel & expense management to advance our clients’ strategic corporate objectives. Before joining global commercial payments, Gint was VP, US marketing & insights as part of the American Express global merchant services business. He was responsible for designing needs based consulting solutions with leading brands, and developing marketing partnerships and platforms with top US cities and destination marketing organizations. Additionally, he was responsible for launching digital information products for small & medium sized merchants in the US. Gint began his career with American Express in 1998 and has held various positions in client management, marketing, and strategic planning. Gint holds an MBA from Columbia University and a BS in marketing from the University of Maryland. Originally from Philadelphia, Gint now lives in Brooklyn, NY with his wife Andrea and their 10 year-old twins, Alexa and Benjamin.

 


 

Nicki Bull Bisgaard
Group Head, PayTech Group

Nicki has enjoyed more than 35 years in the cards and payments industry internationally. Most recently as Group Head for PayTech – a specialist advisory services company supporting payment schemes, banks, processors and corporate clients on leveraging the opportunities provided in this highly specialized space worldwide. PayTech has under his leadership delivered more than 700 projects in 32 countries in the past 10 years alone and provided consulting services to 65% of the world’s 20 largest banks and a long list of smaller ones. Today, PayTech is recognized as a leader in their field of specialist payments expertise. Prior to founding PayTech, Nicki had a distinguished career from leadership positions as CEO at EnterCard, Head of Corporate Products at Visa Europe, Senior Vice President and head of products at DNB and Marketing Director at Sparebankort in Norway.

He was instrumental setting up the new and very successful FinTech company EedenBull in 2018 in response to customer demand from banks looking for practical support for new and innovative payment solutions in a time where new technologies, new regulations and new players are changing the way consumers and businesses think about payments. He was consequently appointed Chief Executive Officer at EedenBull in May 2018.

 


 

Andrew Jamison
CEO & Co-Founder, Extend

Andrew is the CEO and Co-Founder of Extend, a platform that enables banks, FinTechs and their customers with digital card distribution capabilities. Prior to starting Extend, Andrew was the head of B2B Corporate Payments Products at American Express with a mandate to drive digital payment innovation and adoption. Over the course of six years, he doubled the size of B2B payment volumes by launching and scaling new capabilities and platforms. Prior to American Express, Andrew spent eight years managing global SAP deployments for large multinational corporations.

 


 

Ralph A. Kaiser
President, CEO & Chairman of the Board, UATP

Ralph Kaiser is President, CEO & Chairman of UATP. Appointed in 2003, he has launched and led several important growth initiatives resulting in a doubling of network charge volume to US$ 14 billion. Among these achievements is UATP’s new DataStream suite of products which has lowered the barrier to entry for UATP’s Issuers and provided state-of-the-art data management tools to UATP corporate customers. UATP also launched an innovative Alternative Forms of Payment gateway for global airlines under Kaiser’s leadership. Previous to his appointment as CEO, Kaiser was UATP General Counsel. Before joining UATP, Kaiser worked at the Overseas Private Investment Corporation (OPIC) and the Export-Import Bank of the U.S. (Ex-Im Bank) as an advisor to the senior management and the Board of Directors for both organizations. He holds an MBA from the Carey School of Business at Johns Hopkins University and a law degree (JD) from the Emory University School of Law.

 


 

Dean M. Leavitt
Chairman & CEO, Boost Payment Solutions

Dean Leavitt is the founder and CEO of Boost Payment Solutions, the only acquirer in the United States focused exclusively on the business-to-business electronic payments. Dean is a well-respected veteran of the electronic payments industry with nearly 25 years of experience in various leadership roles at both public and private companies. Dean has received numerous awards from his industry peers and is often asked to speak at industry events. Dean currently serves on the advisory board of Commercial Payments International, having previously served two terms on the board of directors of the Electronic Transaction Association. Dean holds a B.A. with high honors from Emory University, where he served on the college’s Alumni Board of Trustees from 2002-2008.

 


 

Frank B. Martien
Managing Partner, Windward Strategy

Frank commenced his post-MBA career in 1996 with First Annapolis Consulting, Inc. (“FA”) where he focused on card strategy, launch, and optimization for networks, national & regional financial institutions, technology companies, and private equity firms in the U.S., Canada, Europe, and Latin America. He was named an FA equity Partner in 2006. Following the acquisition of FA by Accenture in March 2017, Frank continued as a Managing Director and payments expert at Accenture through October 2020 with a focus on commercial, business, and consumer payments. Frank formed Windward Strategy to provide strategy consulting with a focus on B2B payments settled on card rails.

 


 

Cindy O’Neill
President & GM, Biller Solutions, BillGO

 

 


 

Nicole Tackett
SVP, Head of Emerging Markets & Strategy, US Bank Corporate Payment Systems

As the Head of Emerging Markets and Strategy, Nicole conducts the strategic assessment of markets, products, and initiatives through acquisitions, partnerships, and existing assets in order to meet the business’ profit and growth goals. In addition, Nicole leads the Virtual Pay business unit as well as leads a team focused on Customer Advocacy. Prior to joining U.S. Bank, Nicole managed Global Product and Marketing at WEX Inc. leading the globalization of its commercial card product, building international brand awareness, creating lead generation strategies to sustain growth, and developing retention strategies for existing customers. Nicole also worked at First Annapolis Consulting assisting with the management of client engagements which include strategy development for major card associations, merchant services providers, and banks; support on payments-oriented M&A transactions; and analysis on payments trends for industry-leading companies in Europe, India, Mexico, Canada, and the U.S. Nicole earned a BBA from the University of Georgia, magna cum laude, and a MBA from the University of Maryland.

 


 

Oscar J. Mangini
Global Partnerships & Innovation Head, Global Commercial Cards, Citi

Oscar J. Mangini is the Global Head of Partnerships & Innovation for Commercial Cards, focused on sourcing and implementing partnerships, alliances and fintech relationships on behalf of Treasury & Trade Solutions (TTS) Commercial Cards in order to drive innovation and business growth; driving collaboration with the TTS Innovation Lab and other TTS product groups; developing strategic partnerships with Consumer Cards and the consumer cards market; and serving as Business Lead on client operations business transformation initiatives. Before joining the Commercial Cards team in November of 2018, Oscar led the BIN Sponsorship team that successfully transferred more than $700 million in prepaid card deposits and hundreds of programs to Wirecard AG as part of the sale of the Citi Prepaid Business. Previously, Oscar spent four years in Tokyo, first as Head of Cards Sales & Distribution and then as President and CEO of Citi Cards Japan, a $500 million business, where he led a team of more than 750 employees in growing the consumer cards business and preparing it for sale to Sumitomo Mitsui Trust Bank. Prior to Japan, Oscar spent five years in Seoul, South Korea as Head of the Consumer Cards Product & Portfolio Division, focused on developing and successfully launching several card products following a cards platform migration. He began his career at Citi with the Global Cards team, identifying, developing and launching multi-country card partnerships outside the US. Prior to Citi, Oscar worked at MasterCard, where he focused on growing the payments business throughout Latin America, the Caribbean and other regions, including an expatriate assignment in Mexico City. He holds a BA from Rice University, MBA from NYU Stern, and an International Management Certificate from Hautes Etudes Commerciales in France. Oscar grew up in Argentina and speaks fluent Spanish, and is proficient in French.

 


 

Tim Ural
VP, Head of US Product, Global Business Solutions, Visa

Tim Ural leads the US Commercial Product team and is responsible for the product strategy that helps to support the foundations for US commercial market growth. Tim focuses on the ability to both create and deliver unique commercial products and services for the middle market, large corporate, and multinational segments that span B2B solutions to emerging Virtual Payment products in a variety of verticals. Tim joined Visa in 2004, serving as a program manager for the small and mid-market market segment across information management products and services. In 2006, he moved into the Visa Commercial Products team, and over the past nine years, has worked in a product development, program management and sales/consulting capacity. Prior to joining Visa, Tim held positions in product and program management, launching business ventures in the e-commerce and supply chain management space for Morgan Stanley, Oracle, IBM, and Salesforce.com. Tim holds a Bachelor of Science degree in Mathematics and Computer Science from Eckerd College and has completed graduate studies at University of Florida and University of California.

 

James Alba-Duignan

Regional VP, Head of Commercial Payment Solutions – Asia-Pacific, Diners Club

James (Jim) has over spent over 18 years working in the Asia Pacific region with 14 years experience in many areas of the payment solutions and corporate travel industry. In his role at Diners Club International, Jim is responsible for Commercial Payment Solutions region-wide, including Commercial Cards, SME payment products as well as pre paid and travel cards. Jim joined Diners Club International from the global travel management company HRG where he held the position of APAC Sales Director. Prior to that, he ran his own consulting business specialising in training, coaching and business advice as well as senior regional posts at American Express and Regus Business Centres. He is an active member of ACTE and a member of the Advisory Board for GBTA in Hong Kong and China He is married with one daughter and in his spare time is passionate about music and the arts within his home territory of Hong Kong. Most significantly, being a Director of Witness Productions and the driving forces behind ‘Picnic in the Park’ an annual music and dance festival attended by thousands? and held for the benefit of two local children’s charities.

 


 

Simon Barker
Co-founder & CEO, Conferma

Simon Barker is co-founder and CEO of Conferma. He is responsible for developing and executing the company’s strategic vision to optimise B2B payment processes through innovative virtual card technology. Simon was recognised as one of the 25 Most Influential Executives in the travel industry by Business Travel News, whilst Conferma is considered Most Admired Payment System by The Beat Readers’ Choice Awards 2017and Best Travel Technology Product by Business Travel Awards 2018. Prior to establishing Conferma in 2004, Simon accumulated vast experience of the business travel industry during 18 years as Managing Director of NIS Travel Management Solutions.

 


 

Nicki Bisgaard
Group Head, PayTech Group

Nicki has enjoyed more than 35 years in the cards and payments industry internationally. Most recently as Group Head for PayTech – a specialist advisory services company supporting payment schemes, banks, processors and corporate clients on leveraging the opportunities provided in this highly specialized space worldwide. PayTech has under his leadership delivered more than 700 projects in 32 countries in the past 10 years alone and provided consulting services to 65% of the world’s 20 largest banks and a long list of smaller ones. Today, PayTech is recognized as a leader in their field of specialist payments expertise. Prior to founding PayTech, Nicki had a distinguished career from leadership positions as CEO at EnterCard, Head of Corporate Products at Visa Europe, Senior Vice President and head of products at DNB and Marketing Director at Sparebankort in Norway.

He was instrumental setting up the new and very successful FinTech company EedenBull in 2018 in response to customer demand from banks looking for practical support for new and innovative payment solutions in a time where new technologies, new regulations and new players are changing the way consumers and businesses think about payments. He was consequently appointed Chief Executive Officer at EedenBull in May 2018.

 


 

Philip Glickman
Head of Commercial Products, Asia Pacific, Mastercard

Philip Glickman, based in Singapore, is the Head of Commercial Products for Mastercard in Asia Pacific. He oversees the product management of T&E, Purchase Card, SME, B2B solutions and partnerships as they relate to Commercial Products. His career has spanned the development of payments within both the Consumer and Commercial field in addition to acquiring and government procurement. Before joining Mastercard, he worked with Citibank in their transaction banking business in Hong Kong and New York and in the Supply Chain Management field for the Eni Group and MSC, a leading shipping line, also in New York Philip received a BA from Hofstra University, an MBA from American University and is fluent in Italian.

 


 

Chris Holmes
SVP, KAE

Chris is a Senior Vice President at KAE, the strategic marketing consultancy. Chris joined KAE in 2007 and during this time, he has managed multiple high profile global projects across the payments space (focusing on various issuing and acquiring topics across both the commercial and consumer payments sectors), banking, FinTech, AltFi and telco industries. His specialist skills are geared to NPD, market sizing and opportunity assessments, benchmarking, and best practice identification. He also heads KAE’s FinTech practice as well as KAE’s wider marketing and business development activity.

 


 

Chavi Jafa
Head of Commercial Cards and B2B Payments, India & South Asia, Visa

Chavi Jafa is currently the head of Commercial Cards and B2B Payments for India and South Asia at Visa. 

A career Banker and Payments expert, Chavi has worked across geographies including New York and Singapore.  Her experience includes managing various Cash Management and Commercial Cards products for Citibank globally as well as leading key relationships across Corporates and Public Sector organizations. Prior to joining Visa, Chavi was part of the founding team that set up IDFC Bank. She led the bank’s innovation businesses including mobile payments and big data lending as well as strategic Fintech partnerships. 

Chavi has a Master’s degree from Columbia University, majoring in Economics and an MBA from Jamnalal Bajaj Institute of Management Studies, India. She spends her free time teaching graduate students at various MBA institutions, sketching and traveling!

 


 

Philip Lim 
UOB