Middle Market Summit

June 2019 | Chicago, US, United States

According to a recent survey from the National Center for the Middle Market, more than 70 percent of middle market companies reported improved year-over-year company performance. *

CPI is providing an expanded Middle Market Summit program this year, reflecting the growing opportunities to better serve this varied market segment.

Opportunities will abound to provide cards and payments services that help these companies continue to thrive. Eliminating time consuming manual processes, addressing their cashflow needs, and transitioning them into the digital age are just some of the ways financial services can help with improving performance.

 

*Q4 2017 Middle Market Indicator (MMI) conducted by the National Center for the Middle Market (NCMM)

Download the 2018 brochure

Previous speakers include

Arthur Weiner

Arthur Weiner

Head of Commercial Card, MD Fifth Third Bank, US

Arthur Weiner is an accomplished payments industry leader with 30+ years of successfully bringing products to market for leading global companies, including Mastercard and Citibank. Prior to joining Fifth Third Bank, Arthur spent two years at US Bank as Global Head of Relationship Management for Payables & Travel solutions. He led a sales team in revenue growth of over 1,000 large corporate, middle market clients in the United States, Canada and Europe. Arthur worked at Mastercard for 17 years as a senior manager focused on new product launches for consumer, small business and commercial card products. After receiving his MBA from Adelphi University in New York, he started his professional career with Citibank Diners Club implementing joint marketing programs with major airlines, hotels and car rental companies designed to acquire new cardholders. Arthur lives in Chicago with his wife and 2 daughters and is a triathlete and marathon runner.

Ben Alderman

Ben Alderman

Senior Director, Commercial Partnerships and New Initiatives Visa

Focused on B2B partnerships and new initiatives for Visa, Ben develops key partnerships that drive mutual value for issuers and their clients. With more than a decade of experience in B2B payments, Ben has held positions in sales leadership, global account management and partnerships, with experience in both issuing and accepting commercial payment products. Ben specializes in new payment flows, global card programs, virtual card and B2B travel. He has a bachelor’s degree in Economics from the University Of West England, Bristol, UK.

Bradley Matthews

Bradley Matthews

SVP, Head of Middle Market Product & Marketing U.S. Bank

Bradley Matthews leads the strategic development and marketing of commercial purchasing and travel card programs for U.S. Bank’s middle market business-to-business customers in North America, a position he assumed in February 2015. Before that he led the bank’s strategic travel payment product team. Matthews has been in the financial services and payments business since 1998. His experience includes 13 years leading strategy, development and operations for financial services technologies at American Express. Bradley has a bachelor’s degree from the University of Cincinnati.

Chris Holmes

Chris Holmes

SVP KAE Consulting

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.

Ernest Rolfson

Ernest Rolfson

Founder & CEO Finexio

Ernest Rolfson is the founder and CEO of Finexio, an Orlando-based fintech startup that has raised $5m in investment capital to date. Finexio’s smart B2B payment network eliminates paper check payments for middle and large market companies. Finexio helps their business customers intelligently determine the best way to pay vendors and suppliers, then routes their payments digitally without requiring bank account information. On average, Finexio is able to convert over 60% of their clients’ paper checks to electronic payment, saving time and money and increasing customer and supplier happiness. Prior to starting Finexio in 2015, Ernest was a Vice President of Corporate Alliances at Change Healthcare, the largest US healthcare payments company, where he identified and developed unique fintech investment and partnership opportunities. Before Change Healthcare, Ernest led the healthcare business at MasterCard, and advised CFOs on business payments as a founding member of Ernst & Young’s West Coast Working Capital Advisory group. Ernest graduated with a BA in History from New York University. He also holds a MSc in International Public Policy from University College in London, England.

Frank Martien

Frank Martien

Managing Director Accenture, US
Greg Fioriti

Greg Fioriti

VP, Money Movement FIS
Jim Goge

Jim Goge

SVP, Sales MSTS

Jim serves MSTS as the senior vice president of global sales and is responsible for accelerating growth in different business lines throughout the company. He brings an impressive 30-year track record of successfully deploying cloud-based supply chain solutions. Throughout his career, Jim has built global sales organizations, brought innovative supplier collaboration solutions to market and successfully scaled global electronic trading communities. Prior to joining MSTS, he served in various leadership roles at Aeroxchange, SAP, Quadrem and more. Jim holds a bachelors from the University of Maryland College Park and an MBA in Marketing from Mount Saint Mary’s College.

Justin Walters

Justin Walters

Director, Commercial Product Sales & New Payment Flows Mastercard
Kareem Chouli

Kareem Chouli

VP of Sales, Americas & EMEA Freadom

A commercial payments practitioner for over two decades, Kareem currently oversees Fraedom’s sales organization in both the Americas and EMEA regions. His team is responsible growing Fraedom’s footprint within the banking and commercial payments segments servicing both business card and commercial card issuers.A thought leader in many respects, Kareem has worked with dozens of banks ranging from regional to multinational issuers, helping clients launch their initial card offerings and optimizing and growing their portfolios through adopting new technologies.Kareem’s previous experience includes senior management positions with Visa and MasterCard in product and business development roles. He has also spent a significant portion of his career working as a management consultant and entrepreneur. He has worked extensively with both providers and end-users to develop commercial card program strategies and on the implementation of enterprise commercial card and electronic payments technology solutions. Kareem is graduate of the University of Toronto’s Specialist Program in Management.

Leigh Radtke

Leigh Radtke

Senior Director, Commercial Product, Middle Market Lead Visa
Matt McCarthy

Matt McCarthy

SVP Priority Payments
Melanie Epp

Melanie Epp

VP, Commercial BankCard BB&T
Melissa Moss

Melissa Moss

Product Development Manager TSYS

Melissa Moss is a Product Development Manager in the Commercial Client Services division of TSYS, responsible for identifying strategic partnership opportunities. Moss is experienced in managing financial services products throughout several phases of the product management lifecycle, from launch to market entry. Since joining TSYS in 2013, Mosshas contributed to multiple key product development initiatives, including bringing strategic ePayables products and services to market. She was also responsible for the successful design, development and management of TSYS Supplier Enrollment and Enablement service, designed to increase and maintain supplier acceptance of virtual card payments. Prior to TSYS, Moss was a finance practitioner and has served in human resources roles, as well as risk and compliance roles. She holds a Bachelor of Business Administration degree in Finance from Columbus State University.

Melissa Sefic

Melissa Sefic

SVP, Head of Commercial Payments International EuroFinance
Nasser Chanda

Nasser Chanda

CEO Paymerang

As CEO, Nasser is responsible for ensuring that customers receive world-class service they have come to expect, day in and day out, from incredibly talented and dedicated associates. Nasser also oversees the strategy and direction of the company, ensuring that Paymerang continues to lead the industry in revolutionizing B2B payments. Nasser has more than 20 years of experience in growing startups and payment companies, including launching and growing Brink’s Global Payments to a profitable business with $100 million in revenue and operations in five countries.

Nicole Molleur

Nicole Molleur

Program Manager MineralTree
Nicole Molleur is the Program Manager of Card Products at Mineraltree, a company that provides accounts payable (AP) and payment automation solutions to finance professionals at middle market businesses and organizations. Ms. Molleur is responsible for the success and growth of Mineraltree’s various Card programs with partners such as Visa, Mastercard, and American Express as well as Silverpay, Mineraltree’s own Virtual Card program. Prior to joining Mineraltree, Ms. Molleur was Project Manager of Operations at Brown Brothers Harriman, a private financial services bank serving high net worth and institutional clients. Ms. Molleur is a graduate of Northeastern University D’Amore McKim School of Business (MBA, 2018) and Trinity College in Hartford (BA, 2009).
Reza Satongar

Reza Satongar

CEO Dataflexnet

Reza Satongar is the founder and CEO of Dataflexnet Limited, which is based on the Staffordshire Technology Park in Stafford, UK. Dataflexnet has worked with blue chip companies for many years becoming involved in the design and development of online booking tools, expense management, PSP and T&E. Dataflexnet has been a leading provider of travel technology for over 22 years, with continuously developing solutions bringing new technology into the market to improve the quality of T&E. Recently Dataflexnet has brought a virtual card and expense reporting system to market, and provides enhanced data to over 45 countries for T&E reporting, serving three main sectors: travel agents, corporate travel managers and credit card companies.

Shona Sabah

Shona Sabah

Senior Consultant KAE Consulting
Stanley J. Boris

Stanley J. Boris

Associate Sidley Austin LLP

Stanley J. Boris advises financial institutions on a variety of regulatory, public policy and transactional matters. Stan’s experience includes counseling depository institutions, payment networks, processors and technology companies on structuring their payment offerings, such as prepaid card programs, person-to-person payment services and digital payment products, as well as with respect to licensing and ongoing compliance obligations. His broader representation includes providing advice on money transmission questions, investments in FinTech companies, anti-money laundering and counter-terrorist financing matters, online gaming, cybersecurity and data breach legislation, prudential supervision requirements and management of third-party risk. Prior to joining Sidley, Stan represented primarily financial institutions in connection with leveraged financings and other syndicated loan transactions at major international law firms in New York.

Stephen D. Cohen

Stephen D. Cohen

SVP Business Development & Issuer Relations Boost Payment Solutions, Inc

Stephen Cohen oversees all business development activities at Boost Payment Solutions. Mr. Cohenalso has responsibility for managing Issuer relations and strategic business activities. Prior to joining Boost, Mr. Cohen served as founder, president and CEO of Brillian Technologies, LLC, a provider of wireless payment solutions and other innovative solutions to the restaurant and hospitality industries. Prior to Brillian,he was a founder and COO of Fastcorp, the leading ice cream vending machine manufacturer in the world. Fastcorp’s clients include Unilever, Nestle and M&M Mars, among others. Fastcorp was sold to VT,Inc. in 2005. Mr. Cohen began his career as a management consultant at Bain & Co after receiving dual degrees from The University of Pennsylvania and The Wharton School of Business in Philadelphia, PA.

Stephen Williams

Stephen Williams

VP, Marketing MineralTree

Stephen Williams is the Vice President of Marketing at MineralTree, a company that provides accounts payable (AP) and payment automation solutions to finance professionals at middle market businesses and organizations. In his role leading the marketing effort for MineralTree, Stephen works closely with the financial institutions that private-label MineralTree’s solution. During his career Stephen has led marketing teams for numerous software and payment companies that improve business efficiency, saving organizations a considerable amount of time and money. Stephen has an MBA from the F.W. Olin Graduate School of Business at Babson College and an undergraduate degree from St. Lawrence University.

Thomas Tierney

Thomas Tierney

Business Development Extend

Tom has been in the financial services industry for over 30 years. Most of that time with American Express. He held various leadership roles in consumer card, the merchant services business and most recently commercial payments. He lead the middle market commercial card team that oversaw over $120B in charge volume. After Amex, he consulted with numerous financial services companies on sales effectiveness. He recently joined the business development team at Paywith Extend a mobile virtual card app based in New York.

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