CPI Global Summit
Planning the post-pandemic commercial B2B payments flow
October 19th – 20th 2021
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#CPIGlobal2021
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0 +timely sessions & case studies
Defining the new B2B payments flow for TTS and commercial cards
The Covid-19 pandemic has stretched out far longer than most predictions. Adaptation has become a necessity, even for those who thought they could wait it out. As recovery truly begins, the commercial payments industry is still getting used to the new technology, challenges and opportunities brought about by the last 18 months.
Join payments leaders on October 19th-20th, 2021 to hear their routes to recovery and the new directions in which the industry is growing. Get engaged and learn from payment experts from B2B payments leaders, fintechs, banks, corporates, and many more on how to manage volatility.
Featured speakers
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View profile Brian Tomkins
Managing Director, Global Head of Commercial Cards, Global Liquidity & Cash Management, HSBC
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Brian Tomkins
Managing Director, Global Head of Commercial Cards, Global Liquidity & Cash Management, HSBC
October 19th 2021-
11:00am -11:45amB2B Innovation in bank payment products, including commercial cards
Brian Tomkins is European Head of Corporate Cards for HSBC’s Global Payment and Cash Management Group. He leads the European strategy, development and commercialisation for the full suite of Corporate Card Products and solutions. Prior to joining HSBC, Brian was Vice President of Commercial Cards for Citibank’s Treasury and Trade Solutions business, where he was responsible for the Product Strategy & Development of Business to Business Commercial Card Payment Solutions. He started his career with Diners Club International and subsequently spent 15 years with Citibank. During his tenure at Citibank, he held numerous management positions in the Consumer and Commercial Card divisions, including Operations, Customer Service, Project and Product Management and spent several years working internationally.
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View profile Mary Mazzochi
Head of Global Commercial Card Payments, Treasury Management, Wells Fargo
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Mary Mazzochi
Head of Global Commercial Card Payments, Treasury Management, Wells Fargo
October 19th 2021-
10:00am -10:45amAccelerating digital B2B payments in supplier marketplaces
Mary Mazzochi, Senior Vice President, is the Commercial Card Product Executive for Wells Fargo and is responsible for the commercial card and prepaid card-in-hand product solution set, commercial card virtual payments offerings, supplier onboarding solutions and various technology tools used to support Wells Fargo’s middle market, large corporate and public sector Commercial Card customers. She has been with Wells Fargo for the past 19 years, and has worked in the B2B payments industry overall for 25 years. Prior to joining Wells Fargo, she served as a director of e-Business at a major airline, responsible for implementing and managing various B2B initiatives, including e-procurement, participation in an airline exchange marketplace and e-auction projects. Mary earned her M.B.A. from Arizona State University, an M.I.M. from The American Graduate School of International Management (Thunderbird) and a B.A. in Political Science and Business Administration from UCLA. She is based out of Phoenix, AZ.
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Matt Harris
Managing Director, Bain Capital Ventures
October 20th 2021Matt 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. 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 serves on 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 GreaterNY and the Partnership Fund for New York City.
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Oscar J. Mangini
Global Product Management Head, TTS – Global Commercial Cards, Citi
October 19th 2021-
11:00am -11:45amB2B Innovation in bank payment products, including commercial cards
Oscar J. Mangini is the Global Head of Partnerships & Innovation for Commercial Cards, focused on sourcing and implementing partnerships, alliances and fintech relationships on behalf of Treasury & Trade Solutions (TTS) Commercial Cards in order to drive innovation and business growth; driving collaboration with the TTS Innovation Lab and other TTS product groups; developing strategic partnerships with Consumer Cards and the consumer cards market; and serving as Business Lead on client operations business transformation initiatives. Before joining the Commercial Cards team in November of 2018, Oscar led the BIN Sponsorship team that successfully transferred more than $700 million in prepaid card deposits and hundreds of programs to Wirecard AG as part of the sale of the Citi Prepaid Business. Previously, Oscar spent four years in Tokyo, first as Head of Cards Sales & Distribution and then as President and CEO of Citi Cards Japan, a $500 million business, where he led a team of more than 750 employees in growing the consumer cards business and preparing it for sale to Sumitomo Mitsui Trust Bank. Prior to Japan, Oscar spent five years in Seoul, South Korea as Head of the Consumer Cards Product & Portfolio Division, focused on developing and successfully launching several card products following a cards platform migration. He began his career at Citi with the Global Cards team, identifying, developing and launching multi-country card partnerships outside the US. Prior to Citi, Oscar worked at MasterCard, where he focused on growing the payments business throughout Latin America, the Caribbean and other regions, including an expatriate assignment in Mexico City. He holds a BA from Rice University, MBA from NYU Stern, and an International Management Certificate from Hautes Etudes Commerciales in France. Oscar grew up in Argentina and speaks fluent Spanish, and is proficient in French.
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View profile Paul Krumholz
Senior Product Manager, NA Commercial Cards, HSBC Technology & Services USA
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Paul Krumholz
Senior Product Manager, NA Commercial Cards, HSBC Technology & Services USA
October 19th 2021Paul 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 Philip Lim
Executive Director, Regional Head, Commercial Solutions, Cards and Payments, Personal Financial Services, UOB
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Philip Lim
Executive Director, Regional Head, Commercial Solutions, Cards and Payments, Personal Financial Services, UOB
October 20th 2021-
06:00am -6:45amAsia think tank
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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.
2 days of actionable insights, plus real world case studies tackling the key issues facing the commercial card and payments community
Topics include:
Join your peers. Get engaged.
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
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