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The leading event focusing on how the commercial payments industry is gearing for growth through innovation
Innovation in commercial payments is flourishing as the global economy expands beyond the past pandemic into a new phase of growth. As markets return and demand surges, payment products are evolving to meet new needs and trends in commercial transactions. Driven by technological transformation, the virtuous mix of fintechs, banks and corporates are working together to evolve an ecosystem that works for all. Yet volatility and inflationary pressures are creating uncertainty in markets and risks remain in security, fraud and data.
The conference addressed how the commercial payments industry is gearing for growth through innovation and creating the solutions businesses need now to manage risks and optimise efficiencies in B2B transactions.
After three years, the CPI Global Summit was back in-person to New York which featured:
- Unrivalled networking opportunities, which enabled attendees to build relationships with some of the biggest names in your industry
- End user corporate and banking perspectives and their experiences of commercial payment systems transformation
- Panels, workshops and roundtables covering themes such as innovation; new economy, investment, commercialisation, technologies, and pricing.
- 2 days of compelling content and 50+ industry leaders
Over 230 payments leaders gathered together on October 18th-19th, 2022 to hear their routes to recovery and the new directions in which the industry is growing. Attendees were engaged and learnt from B2B payments leaders, fintechs, banks, corporates, and many more on how to manage volatility.
Featured expert speakers that led the conversation last year in New York
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View profile Veronica Fernandez
Senior Vice President and Regional Head of North America Business Solutions,
Visa
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Veronica Fernandez
Senior Vice President and Regional Head of North America Business Solutions,
Visa
October 18th 2022-
09:05amState of the market
Veronica is Visa’s senior vice president and Regional Head of North America Business Solutions. Visa Business
Solutions (VBS) enables businesses to thrive through products that provide better cash flow, administrative
efficiency, control and acceptance. From small business to large corporate and governments, VBS products cover
all forms of business spending, including Small Business, Commercial, and Virtual Cards. Veronica is responsible for
the business, strategy and go to market for the U.S. and Canada.
Veronica joined Visa in February of 2007, and has led numerous teams across Visa Business Solutions, North
America Merchant and Prepaid. Prior to joining Visa, Veronica held product management and business
development roles at U.S. Bank Corporate Payment Systems in Minneapolis, MN.
Veronica earned a Bachelor of Arts degree from the University of Minnesota. She is passionate about the
advancement of underrepresented at Visa and in Silicon Valley. Veronica sits on the Board of NextUp – Network
of Executive Women as a Director-at-Large and is also on the Advisory Board for Latinas in Tech Bay Area. Ms.
Fernandez is a native of Buenos Aires, Argentina and lives with her husband and nine-year-old daughter in the Bay
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View profile Lia Cao
Global Co-Head of Corporate and E-commerce Sales & Solutions, Payments,
J.P. Morgan
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Lia Cao
Global Co-Head of Corporate and E-commerce Sales & Solutions, Payments,
J.P. Morgan
October 18th 2022-
09:05amState of the market
Lia is the Co-Head of Corporate & E-Commerce Sales & Solution at J.P.Morgan Payments. Her responsibilities are to co-lead the sales & solutions teams globally to offer clients solutions that range from Treasury Services, Merchant Services, Trade & Supply Chain Finance to Commercial & Prepaid Cards. She has additional responsibility for Digital Channels across all client segments.
Previously, Lia was the Global Head of Wholesale Payments Solutions and North America Head of Treasury Services Corporate Sales at J.P.Morgan. Prior to that, she held various senior leadership roles such as Head of Business Transformation for Treasury Services, Head of CIB Strategy in the Americas. She also worked in the CIB Chief of Staff Office on strategic execution. Lia joined J.P. Morgan in 2011 in the Corporate Strategy Group and was responsible for leading many cross-line of business projects. Prior to joining J.P. Morgan, Lia worked as an Associate Principal in McKinsey & Company, a leading global management consulting firm. She spent more than five years at McKinsey, serving a wide range of banking and capital markets clients. -
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Eric Tak
Global Head,
ING Payment Centre
October 19th 2021-
02:00pm -3:00pmInnovation case studies
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01:00pm -1:45pmEurope think tank
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09:05amState of the market
Eric Tak is Global Head of ING’s Payments Centre, responsible for defining the bank-wide Payments Strategy and execution of the bank-wide roadmap for all segments across the ING network. Eric joined ING as Global Head of Cards in 2011 following his experience as Director of Cards Products and iDEAL with Dutch payments scheme management company Currence from 2005 onwards. Prior to that he has worked for ten years at PricewaterhouseCoopers/PwC Consulting as Associate Director, Financial Services Sector and after the acquisition by IBM as Associate Partner. Eric started his career from 1991-1996 with ABN AMRO as Relationship Banker Corporate & Global Clients and Cash Management Consultant. Eric studied Business Economics (Vrije Universiteit Amsterdam) and Business Administration (Nyenrode University).
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Abhishek Abhishek
Global Head, B2B Acceptance,
Visa
October 18th 2022Abhishek leads B2B Acceptance globally for Visa. He is focused on delivering holistic solutions for end-to-end acceptance enablement and expanding the network of suppliers accepting Visa for their B2B payments. His team is expanding acceptance through innovative solutions, partnerships and relations with strategic suppliers globally by acknowledging and addressing merchant pain points.
Abhishek joined Visa in 2019 from American Express where he spent 10 years building the travel consulting and the B2B payments businesses Before that he was at McKinsey & Co., serving fortune 100 companies on operations strategy, product development, manufacturing, and procurement.
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Ray Champ
SVP, Commercial Card,
Citizens Bank
October 18th 2022Ray leads the Commercial Card product strategy encompassing core product management, development, and payables. Ray leads a number of initiatives to drive competitive differentiation for Citizens and more importantly, value for its Commercial Banking customers. Ray’s team is also responsible for strategic product roadmaps across traditional card, virtual card, spend reporting tools, and supplier enablement. Previously, Ray served as the lead of Commercial Products at Mastercard in North America managing Product development and management initiatives for the small business, mid-market, large market and public-sector segments. Ray was charged with developing a differentiated product strategy across a host of Commercial Card assets. In addition to Product, Ray also led Mastercard’s relationships with a number of issuers including JPMorgan, WEX, HSBC, and Citizens spanning credit, debit, prepaid, cobrand, and commercial card portfolios.
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Paul Krumholz
B2B Product Manager, NAM Commercial Cards,
HSBC
October 18th 2022Paul Krumholz is the HSBC North America Head of B2B Commercial Card Products. Prior to joining HSBC in 2019, Paul held similar roles for Citi starting in 2012. As well as a background in B2B products such as Purchasing Card and Virtual Card, he has expertise in supplier enablement/supplier enrollment for B2B Card programs. Prior to Citi, Paul had a career as an officer in the United States Navy.
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View profile Manish Dhole
SVP – Commercial Cards Global Head of Networks & Strategic Partnerships,
Citi
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Manish Dhole
SVP – Commercial Cards Global Head of Networks & Strategic Partnerships,
Citi
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Vivek Jha
Head of Commercial Card,
Truist
October 18th 2022Vivek Jha is a Senior Vice President at Truist and is responsible for all aspects of the Commercial Card business that includes in-hand products & solutions set, commercial card virtual payments offerings, supplier onboarding, relationship management, rebate management, client onboarding & servicing, and overall strategy for the business to support middle market, large corporate and public sector Commercial Card customers. Vivek has been at Truist (through the BB&T & SunTrust merger) since 2018 where he briefly was the head of Treasury Solutions Product as well. He has played many roles in the payments industry for close to three decades as a developer, solutions architect, technology leader, management consultant, and senior advisor at some of the largest institutions globally. Vivek holds an engineering degree in Computer Science and M.B.A. Besides payments, he is passionate about food and photography and lives in Atlanta, GA.
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Tim Ural
Vice President, Global B2B Expansion,
Visa Global Clients
October 18th 2022Tim Ural leads a division of the Global Clients Team and is responsible for the commercial payments strategy to optimize business-to-business payments flows in emerging and mature markets. Tim focuses on the ability to both partner and deliver unique commercial solutions and services for market segments including mid-market, wholesale travel, fleet/fuel and payables/receivables and emerging use cases.
Tim joined Visa in 2006, serving as a program manager for the small and mid-market market segment across information management products and services. In 2009, he moved into the Visa Commercial Products team, and over the past eleven years, has worked in product development, program management and sales/consulting capacity. Prior to joining Visa, Tim held positions in product management (IBM), launching business ventures in equities trading out of New York and San Francisco (Morgan Stanley), e-commerce (B2B, C2B, B2C) and supply chain management with Oracle – Applications, and Salesforce.com.
Tim holds a Bachelor of Science degree in Mathematics and Computer Science from Eckerd College and has a Master’s in Environmental Engineering at University of Florida, followed by graduate studies at Colombia Business School and Insead – Fair Process Leadership (France).
Tim and his family live in Marin County, California with his wife and three children.
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Jim Foster
EVP, Payment Partners & FIs,
Corporate Spending Innovations
October 18th 2022I am responsible for the business strategy, P&L and development of our partnerships with financial institutions, payment networks and processors and the profitable growth of this key CSI business vertical. In total, I have accrued over 30 years of experience in commercial payments space solutioning with financial institutions, fintech’s and global companies to optimize their business to business payments workflows through various leadership roles at Mastercard and earlier in my career at First Data.
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Nancy Butler
Director, Payment Optimization & Strategy,
BMO
October 18th 2022Nancy Butler has over 30 years of experience in the commercial payments industry; including both Citigroup and BMO. Most of her career has been in leadership roles for Sales and Relationship Management with a focus on the global and large commercial card markets. For the past five years, she has been leading a team supporting BMO’s Payment Optimization initiative; focusing specifically on analyzing, strategizing and executing our client’s electronic payment initiatives for all markets in the U.S. and Canada. Outside of work, Nancy enjoys the great Colorado outdoors including golfing, hiking and traveling with her husband.
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Brenda Crowder
Assistant Treasurer,
Ferguson
October 18th 2022Brenda is Assistant Treasurer of Ferguson Enterprises (ticker FERG). Ferguson is the nation’s largest wholesale distributor of plumbing, pipe valve and fittings, HVAC, waterworks and industrial products. Brenda joined Ferguson 23 years ago. She works closely with Ferguson’s e-Comm businesses and approximate 1,600 brick and mortar locations on cash management and treasury functions, including merchant processing. Brenda is a graduate of West Virginia University. Brenda holds CPA (non-active) and CTP designations.
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View profile Claire Seckinger
Director, Strategy and Planning, Global Commercial Products,
Mastercard
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Claire Seckinger
Director, Strategy and Planning, Global Commercial Products,
Mastercard
October 18th 2022Claire Seckinger leads Mastercard’s Commercial interchange solutions for the North American Market. She brings seven of payments experience at Mastercard across business development, product strategy and product development, and six years of experience in management consulting at Booz Allen Hamilton. At Booz Allen, she was responsible for strategy and organizational design engagements with Department of Defense clients.
Claire has an MBA from George Washington University and an undergraduate degree from James Madison University.
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Robin Boudsocq
Global B2B Head, Citi Commercial Cards,
Citi
October 19th 2021-
05:15pm -6:00pmGlobal travel - the product perspective
Robin joined Citi in 2020 as part of the Global Product Management team. He is in charge of product strategy, partnership management and leads the commercialization effort for Citi’s Corporate T&E and B2B Travel solutions.
Robin has over 10 years of experience across various aspects of the Travel industry, including distribution, infrastructure and payments. Prior to joining Citi, Robin founded and led the Travel Payments division at Sabre, a leading reservation system & travel technology provider.
Robin also held various Strategy and Consulting positions, where he supported multiple Travel M&A activities, and focused on optimizing top & bottom line revenue for leading Travel Management Companies and Online Travel Aggregators.
Robin holds a Master’s in Engineering from the University of Oxford. He is located in London, UK.
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Zach Lynn
VP, Business Intelligence,
Boost Payment Solutions
October 18th 2022Zach Lynn overseas Business Intelligence, Analytics and Sales Operations for Boost Payment Solutions. In this role he designs and distributes all internal and external business management reporting and has built tools for creating a data-driven customer sales and management experience. The Sales Operations team manages all aspects of lead analysis, distribution, and reporting.
Since 2006 Zach has worked in the Payments industry in various capacities. He began his career at First Annapolis Consulting, a management consulting firm focused on the payments industry. Zach was with Bank of America Merchant Services for seven years where he worked on the Corporate Strategy team and had roles overseeing Emerging Products, Third Party VAR Expansion, and led the organization’s international expansion into the Canadian market. Zach also worked at TransFirst, TSYS, and Global Payments in various capacities, including leading Sales Operations, Pricing, and most recently was VP of Business Intelligence & Analytics at Global Payments.
Zach has undergraduate degrees from the University of Maryland in Finance, International Business, and Logistics & Supply Chain Management and an MBA from Wake Forest University. He currently splits his time between Charlotte, NC and Miami, FL with his wife and two dogs.
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Sayantan Chakraborty
Global Head of Cross Border Payments Product,
J.P. Morgan
October 18th 2022Sayantan Chakraborty leads the FX Payments Products for the Bank. In this role, he oversees the existing products & solutions and also leads all product development & innovation initiatives globally.
Sayantan joined the firm in 2021 from U.S. Bank where he was Head of
Product Management & Solutions Engineering for their Global Treasury Management business. In this role, Sayantan led his organization in being the first of two Banks to launch Real Time Payments in the United States. Sayantan was also responsible for launching several award winning new products during his tenure.Prior to joining U.S. Bank, Sayantan spent nearly 15 years at Citibank across India and the United States in a variety of leadership roles. In his last role at Citi, he served as the North America Head of Client Implementations with
responsibility for onboarding new business across Cash Management, FX Payments Commercial Cards and Trade franchises. In previous roles, he managed the Payments business for North America including all of domestic and cross border and FX payments products.Sayantan has previously served on the board of NACHA and has held advisory roles across many industry bodies.
Sayantan holds an MBA from the Indian Institute of Management, Lucknow and did his undergraduate training in Mechanical Engineering.
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Susan Meyer
Vice President of Product Development, RTP®,
The Clearing House
October 18th 2022Susan Meyer is VP of RTP® Product Development at TCH. She has 25+ years banking and payment system experience, ranging from banking operations to product management of payment applications.
She is currently responsible for product development of TCH RTP Network with a focus on the product direction of the RTP platform. Before joining TCH, Susan worked for FIS driving strategy and product for the US Real Time Payments under FIS’ Corporate Banking Solutions. Prior to FIS, she held a position with Fiserv with responsibility for product management of Fiserv’s Payment Outsourcing solutions. Susan also previously managed various payment operations at M&T Bank and First Niagara Bank, both located in Western New York.
Susan is graduate of Medaille College receiving an M.B.A.
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View profile Racy Morgan
Head of Value Added Services, Payments & Commerce Solutions,
J.P. Morgan Payments
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Racy Morgan
Head of Value Added Services, Payments & Commerce Solutions,
J.P. Morgan Payments
October 18th 2022Racy Morgan is the Head of Payments Value Added Services, within Payments & Commerce Solutions. Racy joined the firm in June 2020, and previously led the Payments Operations Strategy, Innovation & Digitalization team where she played a significant role in helping the organization shape its strategic direction and priorities.
Racy has been driving vision and setting the strategy to achieve solid results for many multi-national clients over the past 19 years, and came to the firm in June 2020 from Elavon (a subsidiary of U.S. Bank) where she served as the Chief Administrative Officer (CAO) and was responsible for developing, executing and measuring the internal vision, strategy and growth for the organization. She led cross-functional organizations including change and project, business intelligence, customer experience, continuous improvement, learning and development, employee engagement and internal communications. Prior to that, Racy was Head of Payments Strategy & Execution for U.S. Bank in Atlanta, GA. There, she focused on maximizing fee growth to complement lending and interest income businesses, accelerating payments strategy, reducing costs, and creating increased advantage with partners across Financial Institutions, Associations (Visa, Master Card) and Fin Techs.
In 2017, Racy was recognized as one of the Most Influential Women in Payments by PaymentsSource.
She earned her Bachelors of Engineering from BITS INDIA and her Master’s in Business Administration from Yale.
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Brooke DiNatale
VP, European Commercial Products,
Mastercard
October 18th 2022Brooke DiNatale leads the European Commercial Solutions team for Mastercard, focused on Corporate products and sales. She is responsible for the development, launch and scale of T&E and B2B multi-rail payment solutions in the region. Brooke is based in London and a member of the Commercial Payments International European Advisory Board.
Prior to joining Mastercard, Brooke spent 10 years at American Express in London and NYC. Most recently she led the development and management of international loyalty solutions for Corporate Products. Brooke also held roles in global business transformation and global distribution partnerships with a focus on banks and travel agencies. She was previously director of finance for a satellite media company and spent several years as an investment banker. -
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Andrew Jamison
CEO & Co-Founder,
Extend
October 19th 2021-
10:00am -10:45amAccelerating digital B2B payments in supplier marketplaces
Andrew is the CEO and Co-Founder of Extend. 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 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.
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Frank Martien
Managing Partner,
Windward Strategy, Inc.
October 19th 2021-
02:00pm -3:00pmInnovation case studies
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11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
Frank Martien founded Windward Strategy, Inc. in October 2020 to provide strategy consulting for B2B payments. Post-MBA, Frank joined First Annapolis Consulting (“FA”) in 1996 where he focused on card strategy, launch, and optimization for networks, financial institutions, technology companies, and private equity firms in the U.S., Canada, and numerous other country markets. He was named an FA equity Partner in 2006. Following FA’s acquisition by Accenture in March 2017, Frank continued as a Managing Director through October 2020 with a focus on commercial, business, and consumer payments. He has served on the global advisory board of Commercial Payments International for many years.
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Gregoire Toussaint
Director,
Edgar, Dunn & Company
October 20th 2021-
10:30am -11:00amResearch white paper presentation
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11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
Grégoire Toussaint is a Director in the Paris office with over 15 years of consulting experience with EDC in business strategy for clients in Asia, Europe, North and South America. Grégoire has worked in EDC London’s, Sydney’s and Paris’ offices and developed global perspectives on payments. Within EDC, Greg leads EDC’s B2B Payments Practice and has developed specific expertise in retail and travel payments, working for all actors in the payments value chain (e.g. central banks, issuers, acquirers, payment schemes, merchants and payment providers). Outside of work, Grégoire plays the saxophone and loves baking cakes.
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Dean M. Leavitt
CEO,
Boost Payment Solutions
October 19th 2021Dean 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.
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View profile Steve Murphy
Director, Commercial & Enterprise Payments Advisory Service,
Mercator Advisory Group
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Steve Murphy
Director, Commercial & Enterprise Payments Advisory Service,
Mercator Advisory Group
October 19th 2022-
11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
Steve is the Director of Mercator Advisory Group’s Commercial and Enterprise Payments Advisory Service. He has over 12 years of experience in banking and payments research and is an expert on commercial payments, including cards and integrated payables, advising banks and fintech companies on strategy across product, marketing and IT. Before joining Mercator, Steve spent 6 years with CEB TowerGroup as a Research Director in the commercial banking practice. Steve’s specialty areas include transaction banking, payments/payables, receivables, trade services and lifecycle management across business segments and channels. Before joining CEB, Steve spent more than 20 years with Citibank in a variety of senior positions covering consumer, internet, and corporate banking. Roles in the consumer cards group spanned credit operations, fraud policy, marketing, and product development. He was a pioneering member of e-Citi. Upon joining the Citi Transaction Services division, he oversaw the commercial cards European business expansion. Later, in Hong Kong, as part of the regional transaction banking team, he built Citibank’s Asia-Pacific commercial cards startup business covering Asia Pacific. Steve then became the North America market manager for Citi commercial cards. Steve received an M.B.A. from St. John’s University and a B.S. from CUNY’s John Jay College.
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Srinivas Rao Cheedella
President and Managing Director,
Natsoft
October 18th 2022Srinivas (fondly known as Sri) at Natsoft Corporation, is currently the President and Managing Director. He is responsible for global sales, M&A and internal automation. Prior to Natsoft, Sri was for 7+ years Vice President (CFO) for India at ADP, a fortune 300 company with over $14 B in Revenues. ADP in India was then a 12,000 + people strong automation and captive back office. Sri was responsible for all of Finance, Tax, Procurement, Secretarial Practice, Corporate Financial Planning, and the Analytics. Sri spearheaded some key initiatives at ADP that involved automation of global compliance, hive offs and mergers. Sri is a Fellow of the Institute of Chartered Accountants of India (equivalent of CPA) and an Associate of the Institute of Cost and Management Accountants of India.
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Mark Fernandes
Head of Crypto Product,
Checkout.com
October 18th 2022 -
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Elena Whisler
SVP, Relationship Management,
The Clearing House
October 20th 2021-
02:00pm -2:45pmRoll out of real time and faster payments: getting systems ready
Elena Whisler is Senior Vice President of Sales and Relationship Management at The Clearing House. Elena is currently responsible for overseeing the customer relationship, sales and marketing teams to manage and expand its client base across The Clearing House’s core payments products (RTP® network, CHIPS, ACH and check image exchange). Current priorities include growing the RTP network across the US financial system participants and evolving the customer engagement model for all TCH Products.
Prior to joining The Clearing House, she held regional and global product management positions at FIS, Clear2Pay and Fiserv as well as working at the Federal Reserve Bank within the Retail Product Office and Monetary Policy Divisions working on cross-border activities and economic policy in Latin America.
Elena has served on multiple industry councils such as the Board of Directors for BAFT (Banking Association for Finance and Trade) and the NACHA Alliance. She also currently serves on the Women in Payments Advisory Board as well as the Girls on the Run Central Ohio Board.
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Ryan McHugh
Vice President and Specialist Product Manager,
BNY Mellon
October 18th 2022Ryan McHugh is a Vice President and Specialist Product Manager at BNY Mellon for Immediate Payments. In his current role, Ryan is responsible for our strategy and development of faster payment solutions such as The Clearing Houses Real-Time Payments, The Federal Reserve’s FedNow Service, and Tokenized Payments® now available with Zelle®.Prior to joining the Immediate Payments group, Ryan worked as an analyst for Global Payments in BNY Mellon’s Treasury Services department. Mr. McHugh was in charge of preparing financial reports, reviewing performance trends and providing complex financial accounting to assist management in measuring and evaluating Global Payments product performance.
Mr. McHugh has been with BNY Mellon for over fifteen years. He graduated from Indiana University of Pennsylvania with a bachelor’s degree in Economics. -
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Erik VanBramer
SVP National Sales,
Federal Reserve Bank
October 20th 2021-
02:00pm -2:45pmRoll out of real time and faster payments: getting systems ready
Erik VanBramer was named senior vice president and national sales director for the Federal Reserve Bank of Chicago’s Customer Relations and Support Office (CRSO) effective April 2018. VanBramer has served as the national sales director since 2017 and was previously vice president and director of the Federal Reserve Bank’s national account program. In his current role, he is responsible for setting and implementing the strategy for managing the relationships and financial services offerings for financial institutions across the Federal Reserve System.
VanBramer joined the Federal Reserve Bank of Kansas City in 1998 and transitioned to the Federal Reserve Bank of Chicago in 2005. His tenure with the Federal Reserve has encompassed multiple areas of management responsibility to include operations, internal support functions, as well as business development. VanBramer was promoted to assistant vice president and national account executive in 2010. He was promoted to vice president in 2014 with responsibility for leading the group which managed the relationships for the large and complex financial institutions.
VanBramer holds a bachelor’s degree from The Colorado College and has done additional graduate studies at The Lake Forest Graduate School of Business, The Booth School of Business, and obtained his certificate from the Graduate School of Banking at The University of Colorado. He serves on several boards throughout the Denver metro area with particular interest in injury prevention and underserved children and communities.
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Patrick Diemer
Chair, Senior Adviser,
Arthur D. Little
October 19th 2021-
02:00pm -3:00pmInnovation case studies
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05:15pm -6:00pmGlobal travel - the product perspective
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11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
Patrick is Senior Advisor at Arthur Dr. Little managing consulting firm. He also active as business angel, board member and investor in travel & payment start-ups. Patrick was CEO at Lufthansa AirPlus where he headed their Global expansion strategy and developed AirPlus into one of the leading commercial card issuers. Earlier he led Visa Germany, and was SVP consumer marketing at Commerzbank. In his career he worked in the USA, UK and Germany, several times in start/scale-ups. He holds a Master of Economics degree of Hamburg University. 2017 Patrick was named one of the ‘25 most influential’ by Business Travel News. Currently Patrick volunteers for VDR, the German Business Travel Association. He leads their task force ‘restart business travel’.
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View profile Denika Torres
Global Head of Business & Market Management,
Citi Global Commercial Cards
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Denika Torres
Global Head of Business & Market Management,
Citi Global Commercial Cards
October 18th 2022Denika Torres is a Director within Citi’s Treasury and Trade Solutions at Citi based in New York. Denika leads strategy development, business management and market positioning for clients across the corporate, financial institution and public sector verticals as Global Head of Business & Market Management for the Global Commercial Cards division. In this capacity, she is also the ESG (Environmental, Social, and Governance) Lead for Global Commercial Cards and oversees the sustainability agenda and partnership strategy for both T&E and B2B segments. Denika is a member of the Treasury and Trade Solutions ESG Steering Committee.
Denika has held strategy and product management roles within Citi’s Treasury and Trade Solutions (TTS), Securities and Fund Services (SFS), and Private Equity Groups where she has led key business transformation initiatives, deal solutioning for across multiple verticals in the payments industry in the non-profit & corporate sectors, and successfully launched initiatives to enable Citi to secure flows from emerging segments and verticals.
Prior to joining Citi in 2011, Denika supported investment climate, innovation, and private sector competitiveness in Latin America and the Caribbean region at The World Bank Group. Denika holds an MIA from Columbia University in International Finance and an MPP in Economic Policy from the National University of Singapore. She serves as a Board Member for the Gantry Group and lives in Connecticut.
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Rosemary Maloney
Manager,
Global Travel & Expense, Alteryx
October 18th 2022Rosemary Maloney is currently the Manager, Global Travel and Expense for Alteryx, Inc. Prior to Alteryx, she has worked at MSG, Sprinklr, Tapestry (Coach, Kate Spade and Stuart Weitzman Brands), Egencia, IAC and the United Nations. Rosemary has built her career through holistic travel program management – using data to optimize vendors and policy, develop and maintain vendor relationships, and partnering with internal organizations to ensure compliance and engagement with programs. Rosemary has a MBA from Fordham University and studied Communication and Business as an undergraduate at Ithaca College. Rosemary serves as the president of the New York City Business Travel Association and was elected to a 2 year term as president of the Chapter President’s Council of GBTA in 2021. She has been an active participant in the Ladders Mentorship Program and serves on their advisory board.
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Michael Reed
SVP and Division President,
Deluxe Payments
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Cindy O’Neill
President & GM, Biller Solutions,
BillGO
October 18th 2022As President/GM of BillGO’s Biller Solutions Division, Cindy O’Neill has responsibility for the development and growth of the BillGO Exchange, which provides billers/suppliers access to the BillGO payments network, removing the friction associated with payment acceptance. Prior to joining BillGO, Ms O’Neill was the President of Priority Commercial Payments, responsible for architecting and delivering the Commercial Payments Exchange (CPX)® integrated payables platform and leading the Managed Services business. Ms. O’Neill spent 17 years in treasury management banking, holding leadership positions at Wells Fargo and Bank of America. Capitalizing on her deep understanding of the challenges large financial intuitions struggled with serving their global treasury clients, VISA appointed her as its Head of Global Product Management and Region Head of U.S. Commercial business. After 5 years at VISA, Ms. O’Neill transitioned to become EVP and General Manager at Electronic Funds Source leading the growth of its Commercial Payments business through its 2016 sale to Wright Express.
Ms. O’Neill has a Bachelors of Science degree from the University of Southern California and an Executive Certification from the Columbia Business School. -
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Tanvi Patel
Payments Director,
PwC US
Tanvi is a Director in PwC’s Financial Services Banking Advisory Services practice in New York. She has over 13 years of consulting and industry experience in financial services. Key experience areas include business analysis, lean/cost benefit analysis, gap analysis, stakeholder analysis, workflow utilization, business process modeling, project management, scope management, communication management, process optimization and system development life cycle. Tanvi has worked on number of payments, commercial and retail banking engagements steering payment strategy, current state assessment, risk and controls assessments, product analysis, vendor selection and implementation support, target operating model design, and future state recommendations. Tanvi has a BS in Information Technology from Mumbai University (Mumbai, India), and Masters in Management Information Systems from Stevens Institute of Technology with finance major.
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View profile Nicole Tackett
Head of CPTS Strategy and Commercial Card Solutions, DEI Champion,
U.S. Bank
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Nicole Tackett
Head of CPTS Strategy and Commercial Card Solutions, DEI Champion,
U.S. Bank
October 18th 2022As the Head of Product and Strategy, Nicole creates and executes integrated Business to Business payment strategies through both organic and in-organic growth opportunities. She also manages a diverse product portfolio that supports both Middle and Large Market customers which is complemented with the ideation and commercialization of new solutions. In addition, Nicole leads teams that focus on Lead Generation and Revenue Optimization strategies to deepen relationships with customers.
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 and a MBA from the University of Maryland. -
View profile Nicole Tackett
Head of Product and Strategy, Diversity Equity & Inclusion Champion,
US Bank
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Nicole Tackett
Head of Product and Strategy, Diversity Equity & Inclusion Champion,
US Bank
October 19th 2021As the Head of Product and Strategy, Nicole is an experienced Payments leader focused on payments strategy and innovation centered around digitizing business to business payments, driving scale and monetizing new solutions. In order to do so, Nicole conducts assessments of markets, products, and customer needs that inform new product offerings, investment decisions, and acquisitions and manages product and marketing for core domestic and international corporate payment platforms targeted at large and middle market enterprises. Leveraging Productizes consultative services and demand generation through a data-driven approach to maximize customer revenue. In addition, Nicole leads teams that focus on Revenue Optimization strategies to expand relationships with customers. Across Payments and U.S. Bank, Nicole supports the Diversity, Equity and Inclusion initiatives and received 2018 and 2021 Payments Source Most Influential Women in Payments.
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 and a MBA from the University of Maryland.
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David Trecker
SVP, B2B Payments,
Mastercard
October 19th 2021-
10:00am -10:45amAccelerating digital B2B payments in supplier marketplaces
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.
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Todd King
Vice President B2B Solutions,
TSYS, a Global Payments Company
October 19th 2022As Vice President of B2B Solutions, Todd is responsible for developing the strategic vision and roadmap for product offerings across TSYS’ B2B segment.
A veteran of TSYS, Todd has also served as director of professional services, and as managing director of the company’s iSolutions line of business. Prior to joining TSYS, he spent 8 years with AOC Solutions as Chief Product Officer.
Todd holds a Bachelors of Business Administration from Columbus State University, a Masters of Science in Information Technology from Columbus State University and a Masters of Business Administration from Auburn University.
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Zachary Aron
US Banking & Capital Markets Payments Leader,
Deloitte Consulting
October 19th 2021 October 19th 2022-
11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
Mr. Aron is Deloitte’s Global and U.S. Payments Leader He has over 27 years of experience, specializing in providing business strategy, operations and technology solutions to payments clients. His focus areas include corporate payments, credit and debit cards, alternative payments, online lending, payment networks and treasury management with expertise in the development and rollout of new business lines, products, services and associated operating models both in the U.S. and Internationally. Mr. Aron has partnered with financial institutions, merchants, networks and FinTech payments providers to develop new payments-related product and service strategies using emerging technologies or new acquisitions. Mr. Aron has been a guest speaker at numerous industry conferences and client board and advisory meetings in subjects around the world. Mr. Aron has a B.A. in Political Science from the University of California, Los Angeles.
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Joanne Modugno
VP FI Partnerships,
Emburse
October 19th 2022Joanne Modugno is a leader in payments, financial services, and the Fintech industry. She has led teams, executed payment strategies, and created value-driven services in consumer, business, and commercial markets. She is passionate and curious about bringing people together to help solve problems. She has a proven track record in selling Saas products, commercial card programs, and developing strong partnerships. Joanne has held leadership roles with CIBC, Interac, Fraedom, and Visa. She is currently responsible for Financial Institutions partnerships at Emburse.
She is a strong advocate for women in sales, women in tech, and women in payments. She volunteers with Lean in Canada, and Access Employment, connecting and mentoring new immigrants navigate their job search and build a professional network.
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Alexander Olsen
Direct Global T&E Product Management,
Citi
October 19th 2022I have spent over 15 years between the travel and financial services industries in roles focusing on corporate strategy & planning, sales and partnership development. I received by bachelors degree from Wake Forest in 2005 and my MBA from Vanderbilt in 2009. My experiences including roles with US Airways, American Express/American Express GBT, Radius Travel and now with Citi. At Citi I oversee the Global T&E Product Management for Commercial Cards.
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Sergio Ortega
Head of Pivot Commercial Cards,
BBVA
Sergio Ortega is responsible for Pivot Commercial Cards solution development enabling local, regional and global enterprises to homogeneously manage the expenses made with commercial cards in BBVA footprint (Europe & LAC). Sergio has more than 15 years of experience in Payments Systems, first in BBVA Spain (consumer issuing, acquiring and innovation) and since 2012 in global positions focused on commercial cards. He is leading Pivot Commercial Card solution business line development from scratch following design thinking & agile methodologies, coordinating cross-functional local, global, business & IT teams. Sergio has a Master Degree in Computer Science from Deusto University (Spain) and Aalborg University (Denmark). He also has an Executive MBA from Esade Business School (Spain).
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View profile Jami Stapelmann
Executive Director Global Travel and Meeting Services,
Estee Lauder Companies
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Jami Stapelmann
Executive Director Global Travel and Meeting Services,
Estee Lauder Companies
October 19th 2022Jami Stapelmann brings knowledge and experience in strategic planning, project management and innovation concentrated in the travel/hospitality sector. Ms. Stapelmann has held various management and leadership positions throughout her career. Her current role at Estee Lauder Companies, is Executive Director Global Travel and Meeting Services.
BTN named Jami Stapelmann as a 2022 Best Practitioner for her partnership strategies that connect companies to Estee Lauder Companies beyond their shared travel goals. She was recently named one of the Top 25 Influencers in the Meetings Industry by Successful Meetings and was selected as one of the Top 25 Women in the Meetings Industry by Meetings and Conventions Magazine, October, 2017.
Jami holds a B.S. from the University of Wisconsin and GLP designation from the Wharton School. -
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Lydie Charpin
Vice President, Corporate Travel & Spend Management Products,
Mastercard
October 19th 2022Lydie Charpin recently joined Mastercard as VP – Corporate Travel and Spend Management to expand T&E commercial card solutions for large enterprise. She is responsible for the overall T&E portfolio strategy and product management working closely with T&E partners. She is striving for innovation to reshape the future of corporate travel and expense management. Lydie brings to this position +15 years of experience in the travel industry, more specifically in business travel.
Prior to joining Mastercard, Lydie was VP- Cytric Solutions at Amadeus providing large enterprise corporations with an end-to-end T&E platform including travel booking, expense management, payment, mobile, duty of care, analytics. Lydie was responsible for the overall portfolio strategy, product management, presales & strategic bid, UX and marketing of the T&E platform with teams based in 15 countries.
Previously, Lydie was the Head of Payment Product Management, an emerging business line at Amadeus serving corporations and business travel agencies, as well online travel agencies and airlines / hotels / railways customers for their payment needs.
Lydie graduated from first-class French engineering school “Ecole Centrale Paris”. She is married, has four children, and is based in Sophia-Antipolis in France.
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David Blaha
CRO,
Extend
October 19th 2022-
11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
David Blaha is a 30-year payments executive and the Chief Revenue Officer at Extend. Prior to Extend, David worked with Fin-techs and start-ups, Advising on funding and launch. Before this, he was VP \ General Manager, American Express. At Amex, he worked across consumer and corporate businesses, leading executive level sales, operations, and account teams. David’s history of driving exceptional growth and creating highly engaged teams earned him election into the American Express Hall of Fame in 2015.
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Eric Spencer
Director, Commercial Card, Treasury & Trade Solutions,
Citi
October 19th 2022Eric has a long history in the payments industry, serving in both Business Development and Product Management roles across Bank of America, JP Morgan, AirPlus, American Express and Citibank. His current focus is on leading efforts to provide card -based payment applications across ecommerce and embedded finance verticals. Eric holds a bachelor’s degree from St. Mary’s College of California and an MBA from Thunderbird School of Global Management. He’s a dual citizen of both the U.S. and the U.K. and worked extensively in both the North America and EMEA regions.
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View profile Angela Thresher
Senior Vice President – Head of Commercialization and Product Development,
U.S. Bank
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Angela Thresher
Senior Vice President – Head of Commercialization and Product Development,
U.S. Bank
October 19th 2022 -
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Ginger Siegel
Head of Small Business, North America,
Mastercard
October 19th 2022 -
View profile Jennifer Kertes
Vice President, Treasury Solutions Commercial Card Account Manager,
Citizens
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Jennifer Kertes
Vice President, Treasury Solutions Commercial Card Account Manager,
Citizens
October 19th 2022Jennifer Kertes joined Citizens in 2020. She possesses a decade’s worth of Commercial Card experience to consult with clients and provide them with a strategic partnership that has a strong “customer first” focus, which has lead to her success within Citizen Commercial Card services. Jennifer is directly responsible for expanding the revenue stream from existing customer relationships, meeting growth goals, and providing clients with solutions to enhance their revenue share and increase their Working Capital. Jennifer is instrumental in identifying additional opportunities for Card spend while maintaining a focus on company specific policies and procedures. Jennifer also specializes in providing analytical services that result in effective recommendations that create a best in class card program.
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Stephanie Wilczewski
Director, B2B Solutions Product Management,
Bank of America
October 19th 2022Stephanie Wilczewski is a Director and Product Manager for Bank of America’s B2B payables solutions, including Complete AP, Comprehensive Payables, and Paymode-X. In this role, she develops and launches B2B invoicing and payments products using feedback from clients to bridge gaps between business, technology, and product. Stephanie has always been in roles that require her to take challenges head on, and she is passionate about helping corporate clients automate and digitize their Accounts Payable processes. Prior to joining Bank of America, she managed the issuer partnerships for a large AP Automation fintech. Stephanie is a graduate of the University of Alabama and has a certificate from Harvard’s Management Development Program. She is a member of Women in Payments and was Bank of America’s 2022 Innovation award nominee. Stephanie’s most favorite role to date, however, is being a new mom to her 16 month old son.
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Jim Walker
SVP Business Development,
BillGo
October 19th 2022Jim is a recognized thought leader in B2B payments, supply chain financing, and healthcare. He is SVP of Business Development with BillGO, leading efforts to build their payments network for both consumers and businesses. As founder of Inworks Servicing, he led the formation, growth, and sale of the healthcare payments automation company to a private equity owned fintech. Jim has co-founded several other technology companies, including Medicinebow Technologies and Upright Systems, Inc. where he helped secure A-round funding prior to their sale. He served Intel as National Director of Channel Development.
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Deborah Kinsella
Director of Fraud,
Pitney Bowes
October 19th 2022Responsible for fraud at Pitney Bowes, Deborah has a reputation for getting things done and has a track record of working cross-functionally across multi-disciplined teams. Overseeing the fraud management strategy for both B2B merchant activity and The Pitney Bowes Bank, her team uses combinations of investigative case review and data analytics to minimize and manage the evolving risks to the business.
With over 10 years’ experience leading teams in the fraud, payments and compliance space in both merchant and processor organizations, Deborah is a champion of utilizing multi-skilled teams to overcome the developing threats facing the business day to day.
Deborah holds an MBA from GCD, and is based in Ireland.
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Matt Harris
Partner,
Bain Capital Ventures
October 20th 2021 October 19th 2022Matt is a Partner at Bain Capital Ventures in New York City and focuses on investments in financial technology. He sees a huge amount of revenue, profit and market cap shifting from regulated financial institutions to entrepreneur-led insurgents, across payments, lending, capital markets, real estate and insurance. More ramblings on these topics can be found at https://medium.com/@mattcharris. Matt started his investing career at Bain Capital private equity in 1995, having worked previously at Bain & Company, and attended Williams College, where he majored in political economy (with a minor in rugby). In 2000, Matt founded Village Ventures, which he ran for 12 years and where he focused on early-stage fintech investing. In 2012 he rejoined Bain Capital Ventures.
Outside of work, Matt enjoys spending any free moments with his wife, Jessica, and their six children. Matt is the former Chair of the Board of the Williamstown Theatre Festival, a regional theater associated with Williams College. He is also a board member at Endeavor, an organization leading the global movement to catalyze long-term economic growth by selecting, mentoring and accelerating the best high-impact entrepreneurs around the world, as well as the boards of Greater NY and the Partnership Fund for New York City. He is obsessed with military history, and some day will write a book connecting the strategy and tactics of insurgency with what he has learned about entrepreneurship.
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Sanjib Banerjee
Director – Payments Advisory,
PWC
October 19th 2022-
11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
Leader in PwC’s payments advisory practice focusing on driving innovation and new capability offerings with intense focus on accelerating business growth, building strong team cultures, and improving customer experience. Current focus includes, Banks, Financial services and retail payments having worked with organizations across the payments value chain, including retail banks, group service providers and other payment providers/issuers, acquirers, payment networks, payment processors and retailers across various industry verticals. Serving as a thought leader in customer insights and competitive trends in payments and market positioning.
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View profile Yuan Xie
Deputy Head of Information Technology Agricultural Bank of China,
New York Branch
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Yuan Xie
Deputy Head of Information Technology Agricultural Bank of China,
New York Branch
October 19th 2022Yuan Xie is the Deputy Head of Information Technology of Agricultural Bank of China, New York Branch. Agricultural Bank of China is the largest of the four major state-run banks and also one of the largest banks in the world. The New York Branch is the only branch in the USA. She oversees the project management, compliance technology and data governance. Currently she works closely with the project and business team for the upcoming ISO 20022 upgrade.
As an IT specialist with more than ten years of experience in the banking industry, Yuan Xie has extensive experience on payment and banking systems, driving complex IT projects, ensuring technological compliance and governing the data program.
Prior to joining NYB in 2017, Yuan designed and developed core banking and payment systems at the Developing Centre of ABC. Yuan has a master degree from Dublin City University in Electronic Engineering. She loves dancing and snowboarding and lives in New Jersey.
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Ciaran Byrne
Global Head of Clearing Transformation,
J.P. Morgan Payments
October 19th 2022Ciarán Byrne is an Executive Director and Global Head of Clearing Transformation within J.P. Morgan Payments. In this role Ciarán is responsible for the execution of key strategic initiatives that evolve the Global Clearing product offering, future proof the business, and lay the foundation for long-term growth. Ciarán holds overall responsibility for the Global Implementation of ISO 20022 and through this program he manages a large group of global stakeholders across all areas of the Bank to drive towards this goal. Ciarán has over 15 years’ experience in Financial Services across Western Europe and North America. Prior to joining JP Morgan in 2021, Ciarán held a number of Leadership roles in Citibank including as Head of Market Management for Liquidity & Investments, International Franchise Management, Global Institutional Client Strategy Lead, Operations & Client Service Manager, & Product Manager for numerous products across Transaction Banking. Ciarán has an Executive MBA from the Dublin Institute of Technology, a BA in Finance & Accounting from the National College of Ireland, and currently resides in resides in New Jersey.
New approaches and strategies for the commercial card and payments community
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Innovation
Creating new product and process to enhance client experience and grow market share.
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New economy
Adapting products to the new economic realities of high inflation and elevated rates in markets.
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Investment
Identifying growth markets and investing in products, partner companies, and strategic acquisitions.
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Commercialisation
Accelerating the consumerization of B2B to increase share.
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Technologies
Productising new and emerging payment technologies for B2B markets, including open finance.
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Pricing
Developing optimal pricing strategies and structures for diverse products and markets.
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”CPI conferences always attract industry leaders and subject matter expertise as speakers and many important topics across the B2B payments ecosystem.”
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”CPI brings all the key players- Banks, Networks, Clients, Consultants, Tech Partners and Fintech under one roof, Speakers, Materials, Content and interactive sessions are a great source of learning and understanding as to what’s happening in the area of payments, Brilliant job Team CPI”
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“CPI is my preferred conference because it is very focused on the payments space and brings a combination or real life situations and insights with panels and relevant players in the industry that shed light into my blind zones. The “I don’t know what I don’t know”. I always get actionable ideas and potential or actual partnerships from CPI.”
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“Every time I attend a CPI event, I learn something new. And I have been a payments expert since the turn of the century.”
Connect and build relationships with some of the biggest names in your industry
11:FS • Accenture • AirPlus International • Amadeus • Amazon • American Express • AOC Solutions • Apexconnect • Apruve • Arthur D. Little • AT&T • Bain & Company • Bank of America Merrill Lynch • Barclays • BB&T Commercial BankCard • BBVA • BNY Mellon • Boost Payments • Bottomline Technologies • Cardlay • Cisco • Citi • Citizens Bank • Citizens Financial Group • City National Bank • Comdata • Concur Technologies • Corporate Spending Innovations • CPI • Dataflexnet • Diners Club • Discover Global Network • Dun & Bradstreet • DXC Technologies • Edgar Dunn & Company • EedenBull • Endava • Ernst & Young • European Payments Council • Extend Enterprises • F. Hoffmann-La Roche • Federal Reserve Bank of Philadelphia • Federal Reserve System • Fifth Third Bank • Financial Technology Partners • Finexio • First Interstate Bank • First State Community Bank • FIS Global • Fraedom • Glenbrook Partners • Heartland Financial • Hogg Robinson Group • HSBC • Huawen Institute • Hyperwallet • i2c • ING • Inlogik • Inturn • ISphere Global • Itaú Unibanco • Ixaris • J.P. Morgan Chase • Javelin • Lloyds Banking Group • M&T Bank • Mastercard • McGovern Smith Advisors • Mercator Advisory Group • MidFirst Bank • MineralTree • Mizuho Bank • Moneris • MSTS • MUFG • National Australia Bank • National Bank of Canada • National Payments Corporation of India • Paladion • Paymerang • Payoneer • PaySavi • PayTech Consulting • Pecunia Treasury & Finance • People’s United Bank • Phantom Cyber • PNC Bank • Priority Commercial Payments • Priority Holdings • Sagicor Bank Jamaica • Security BankCard Center • Sidley Austin • SpendLabs • Synchrony Financial • TD Bank • The Clearing House • The Economist Group • Thomson Reuters • Transcarta • TSYS • U.S. Bank • UATP • Umpqua Bank • Union Bank • Universal Air Travel Plan • US Bank • Visa • Vocalink • Weber Shandwick • Wells Fargo • WEX • Zions Bancorporation
Sponsors
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Global Partner
View profile XGo to the Visa Business Solutions Knowledge Hub or click on the website link below to learn more about how our technology and innovation make digital payments a reality for consumers, businesses, banks and governments.
We have a simple and unwavering vision that can be traced back to our beginnings in 1958: To be the best way to pay and be paid for everyone, everywhere. We know that every Visa transaction is a promise. Whether it’s a street vendor in Brazil selling food to make a living or a fisherman in Rwanda paying his daughter’s school fees, we want to provide the most secure and seamless payment experience possible.
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Global Partner
View profile XMastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.
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Industry Partner
View profile XBoost Payment Solutions optimizes the use and acceptance of commercial cards through its suite of proprietary technology-enabled solutions. Boost has reinvented how commercial card payments are initiated, accepted and processed for thousands of companies around the world. As the only fintech acquirer exclusively focused on the B2B marketplace, Boost is making commercial cards a cost effective, scalable and secure alternative to traditional and cumbersome payment methods. Boost features a global footprint and is headquartered in New York, NY.
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Industry Partner
View profile X
Industry Partner
Corporate Spending Innovations
Corporate Spending Innovations is focused on revolutionizing digital payments. We’ve developed innovative payment solutions that automate and optimize the payment mix, in favor of more efficient and lower-cost payment methods. Our highly secure products accelerate the payments flow, reduce fraud, and simplify reconciliations. With one payment file uploaded to CSI Paysystems, customers can automate 100% of their B2B payables in the method of their choice: virtual card, ACH, B2B Payments Network, check or FX.
Contact details: telephone number, email address, company address, company website URL, Linked-in, twitter, facebook URL
Corporate Spending Innovations – Modernizing how businesses pay and get paid
info@corporatespending.com
866-998-0437
3301 Bonita Beach Rd, Ste. 300, Bonita Springs, FL 34134
LinkedIn: https://www.linkedin.com/company/csi-corporate-spending-innovations/ -
Industry Partner
View profile X
Industry Partner
KAE consulting
KAE is a boutique strategic advisory firm that is a trusted partner for some of the biggest and fastest growing companies across the globe. KAE helps its clients to thrive by delivering comprehensive insight and evidence-led recommendations. KAE works across a number of industries, including payments, financial services (banking and lending, Alternative Finance, etc.), technology, travel, media, entertainment and telecommunications. It also has dedicated practices focused on FinTech, Sustainability, and Customer Experience.
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Industry Partner
View profile XInlogik is a market leader in card and expense management solutions, providing end-to-end management solutions for commercial card programs around the globe.
Inlogik CMP allows issuers to pick and choose modules within our complete online platform to add value to their commercial card offering. The CMP solution offers comprehensive card request, reporting and transaction analysis functionality. Integration with issuer card systems allows for real-time card and portfolio management from one central platform.
Inlogik offers corporate expense management through our flagship product, Inlogik EMS. Clients are provided with a highly configurable expense management system with a customised workflow to meet complex requirements, and to incorporate business policies. Integration capabilities allow Inlogik EMS to interface directly with your finance, HR and payroll systems.
An early adopter of best-practice data security and privacy standards, Inlogik has a proven track record in delivering real savings to businesses.
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Industry Partner
View profile XExtend Enterprises, Inc. is modernizing infrastructure for the future of payments. Extend provides trusted financial institutions with innovative payment experiences for business customers and software providers. Already integrated with major card networks and payment processors, banks can implement Extend’s solutions with zero technical development required. Extend offers several products, including a virtual card app-as-a-service for SMBs, a suite of aggregated virtual card APIs, and an industry-first card tokenization service. Founded in 2017 by industry veterans with decades of experience at Fortune 500 companies, including American Express and Capital One, Extend is headquartered in New York. For more information visit: paywithextend.com.
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Industry Partner
View profile XU.S. Bank – As one of the world’s largest issuers of corporate cards and electronic payment systems, we offer comprehensive, customizable solutions that help you streamline, track and manage payments to optimize program performance and improve your bottom-line results. We support growth by driving efficiency and cost savings while increasing payment security and control. We can help you automate payables, simplify reconciliation, enrich supplier relationships and improve working capital.
Minneapolis-based U.S. Bancorp (NYSE: USB), with $495 billion in assets, is the parent company of U.S. Bank National Association, the 5th largest commercial bank in the United States. Recognized as a Fortune “World’s Most Admired Company” (2011-2020) and named a “2019 World’s Most Ethical Company” by Ethisphere Institute, U.S. Bank is committed to serving our customers as a trusted financial partner. We work one-on-one with you to uncover your challenges and bring ideas and strategies to help you reach your business goals.
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Supporting Sponsor
View profile XEdgar, Dunn & Company is a global consultancy specialising in payments and financial services. Since 1978, we have partnered with clients across the globe and developed an unrivalled depth in specialist expertise. We offer a truly independent voice and have never accepted a referral fee or commission from any vendor. Our vision is to be the most trusted global payments consultancy. Today, we serve clients in over 45 countries through our global office network in North America, Europe, Middle East and Australia.