Middle Market Summit

Middle market companies are continuing to thrive. What are you doing to support them?

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 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.

Fresh discussion topics include:

  • Translating consumer digital experiences into business digital experiences
    How can banks leverage the successes they’ve had on the consumer side to create better experiences for their business customers?
  • Understanding the vast universe of FinTechs
    There are more FinTechs than you can keep track of. Understand how to differentiate their services and determine who to partner with; as well as identify your greatest competitor
  • How to best meet customer needs
    While it may seem a no-brainer, not everyone does it. What are buyer and supplier pain points and how do you alleviate them? And middle market companies vary vastly when it comes to their organizational structures.

New to the program

  • FinTech showcase
    Quickfire demonstrations from new tech providers reveal how commercial payments FinTechs are making an impact
  • Roundtable discussions
    Tap into the expertise of your peers

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

Who attends?

An audience of over 100 senior-level industry delegates is expected to represent over 50 leading organizations. Middle market specialists from multinational and large regional banks as well as heads of middle market banking from local banks are expected to attend. Financial institutions of all types, consultants and key suppliers will also be present.

Here are some of the organizations you are likely to meet…

American Express
Association of Corporate Travel Executives
Bank of the Ozarks
BOK Financial
Bank of the West
BBVA Compass
BMO Bank of Montreal
Boost Payment Solutions
Bottomline Technologies
Capital One
Citizens Financial Group
City National Bank
Comerica Bank
CSI Enterprises Inc
Diners Club International
Fifth Third Bank
First Data
First Interstate Bank
First National Bank
First National Bank of Omaha
Grant Thornton LLP
Inlogik North America, Inc.
J.P. Morgan Chase
M&T Bank
MB Financial Bank
Middle-Market Executive LLC
MidFirst Bank
National Bank of Canada
Noventis Payments
PayTech Commercial
Priority Commercial Payments
PNC Bank
Regions Bank
Royal Bank of Canada
Sidley Austin LLP
Silicon Valley Bank
Store Financial
TAS Group
TD Bank
The Boston Consulting Group
The Economist Intelligence Unit
Travel and Transport Inc.
Treasury Alliance Group LLC
Troutman Sanders
U.S. Bank
UMB Bank
Umpqua Bank
Wells Fargo
Zions Bancorporation

Download the brochure

Global partners

Industry partners

Summit sponsors

Supporting sponsors and exhibitors

Media partners


  • Tuesday 19 June 2018
    Start time: 1:00 pm End time: 5:00 pm


    Melissa Sefic, SVP, Head of Commercial Payments International, EuroFinance
    Frank Martien, Managing Director, Accenture, US

    The Digital Revolution in B2B Payments: Are you ready to play by the new rules?
    Today’s middle market business leaders are also consumers, accustomed to making transactions via mobile devices with the swipe of a finger. With expectations rising among customers, what are commercial payments providers doing to create user-friendly platforms and enhance the customer experience, especially in areas such as travel and expense management. How are these being integrated into the varied tools and systems that are currently being used by the middle market customer? And what role do APIs play as banks work to build better platforms through partnerships?

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

    Financial fluency
    Much is expected of today’s sales teams. Not only do they need to know about the core set of products, but also learn how to talk to both buyers and suppliers, understand the treasury function, the specific needs of various middle market companies, and their organizational structures. What systems do the clients possess and how do commercial product offerings fit into them? This session will address what skill sets to focus on, the kinds of conversations sales teams should be having with clients, and the benchmarks (as related above) to work toward.

    Kareem Chouli, VP of Sales, Americas & EMEA, Freadom
    Kelvin Leung, VP, Product Manager, Mastercard
    Jim Goge, SVP, Sales, MSTS

    Roundtable discussions
    Attendees will have an opportunity to exchange insights, ideas and best practices with peers in commercial payments during roundtable discussions. Moderators will lead roundtables that focus on a variety of topics. At the end of the session, roundtable leaders will summarize key learnings from their roundtables and how to address the issues in the months following the summit. Topics include:

    • Integrated payables
    • FinTech partnerships
    • Supplier enablement
    • T&E automation
    • Faster/real-time payments
    • New rules and regulations
    • Mid-market industry verticals
    • The digital experience

    Shona Sabah, Senior Consultant, KAE Consulting
    Melissa Moss, Product Development Manager, TSYS
    Reza Satongar, CEO, Dataflexnet
    Leigh Radtke, Senior Director, Commercial Product, Middle Market Lead, Visa
    Stephen Williams, VP, Marketing, MineralTree

  • Wednesday 20 June 2018
    Start time: 8:00 am End time: 4:15 pm

    Welcome and opening remarks

    Melissa Sefic, SVP, Head of Commercial Payments International, EuroFinance
    Frank Martien, Managing Director, Accenture, US

    A managed approach to integrated payables
    Clients have more choices available to them than ever before – cards, ACH and faster and real-time payments. But is it a matter of one product vs. another or rather an approach that address the various requirements of the client? What is the value proposition of each within an integrated epayables approach, and how does the bank approach this?

    Andrew Stewart, Product Manager, U.S. Commercial Card, Bank of America Merrill Lynch
    Justin Walters, Director, Commercial Product Sales & New Payment Flows, Mastercard
    Arthur Weiner, Head of Commercial Card, MD, Fifth Third Bank, US

    A guide to today’s FinTechs
    Today’s FinTech providers are touching on nearly all aspects of financial services, having made significant impacts in retail and consumer payments and looking to do the same in the B2B sector. But how do you make sense of them all, or even begin to keep track? Here is a survey of the categories of B2B FinTechs, as well as criteria that you should be using when selecting partners.

    Ben Alderman, Senior Director, Commercial Partnerships and New Initiatives, Visa

    B2B FinTech showcase
    Five back-to-back quick-fire presentations from commercial payments FinTechs demonstrate how they are collaborating with financial intuitions, solving problems for customers, and simplifying client processes.

    Jørgen Christian Juul, Founder, CEO & Board Member, Cardlay
    Greg Thompson, Head of Financial Partner Development, Conferma
    Thomas Tierney, Business Development, Extend
    Ernest Rolfson, Founder & CEO, Finexio
    Nasser Chanda, CEO, Paymerang

    FinTech showcase Q&A

    Alleviating supplier pain is everyone’s gain: Where the value of commercial cards meets supplier needs
    It seems an eternal challenge – how can providers best communicate the value of acceptance and where are they falling short? Getting over this hurdle can contribute to growth in core commercial products. Beyond the basics, what are the specific aspects of card acceptance that suppliers can take control of, like payment terms, that will help address their pain points?

    Nicole Molleur, Program Manager, MineralTree
    Stephen D. Cohen, SVP Business Development & Issuer Relations, Boost Payment Solutions, Inc.
    Matt McCarthy, SVP, Priority Payments

    Rebates, rewards and incentive programs
    Rewards and incentives for corporates and employees alike have been in existence for years. But what have been the most successful programs issuers have created to provide value back to clients? Are programs designed particularly for the middle market segment that have been especially effective and what are some of the best-practice aspects of such programs that issuers can continue to adopt?

    Melanie Epp, VP, Commercial BankCard, BB&T
    Greg Fioriti, VP, FIS

    New rules and (de) regulation roundup
    While the current government administration has made initial moves to loosen regulations put forth by its predecessor, other mandates are being rolled out, chief among them is the beneficial ownership rule. What aspects of new and revised rules and regulations should issuers and other payments providers pay special attention to, and how will they impact programs and projects planned in the coming year?

    Stanley J. Boris, Associate, Sidley Austin LLP

    Middle market opportunities and roadblocks
    What are the key trends that your teams need to be aware of and talking about? What opportunities are these trends driving in commercial cards and payments? Hear about some of the key opportunities and barriers facing the industry today, including what verticals are poised for growth.

    Chris Holmes, SVP, KAE Consulting