• 

  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

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  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

  October 18th 2023

  • 08:45am -8:50am
    Welcome address / Day 1 recap
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables 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’.

• 

  Sanjib Banerjee

  Independent Consultant, Payments

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  Sanjib Banerjee

  Independent Consultant, Payments

  October 18th 2023

  • 08:50am -9:20am
    Regulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Sanjib is an industry expert and thought leader within the Banking, Payments, and Fintech industry and has spent over 20 years in the field. Helped various clients develop an enterprise and retail payments platform, and successfully worked with organizations across the payments value chain, including retail banks, payment providers/issuers, acquirers, payment networks, PE firms, and retailers across various industry market verticals.
  Advised a variety of clients on the design & integration of new payment product offerings (e.g., BaaS, Zelle, Payfac, Web 3.0 payments enablement, etc.), helping them execute the performance improvement initiatives spanning Fit-for growth, Capability driven strategy, Go-to-market plan, Tech & Ops transformation, Analytical insights on latest business trends, and growth & revenue generating synergies. Helped with several pre- and post-acquisition activities, including identifying and developing an acquisition target list, valuation and deal modeling, due diligence, and integration planning and execution post-close.
  Having worked both in industry and Big 4 management consulting Sanjib’s skillset in client delivery traverses strategic planning, fit-for-purpose capability-driven strategy, Go-to-Market strategy, product development, the entire software delivery process, and improving production settings.

• 

  Lance Blockley

  Managing director, The Initiatives Group

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  Lance Blockley

  Managing director, The Initiatives Group

  October 18th 2023

  • 08:50am -9:20am
    Regulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry

  Lance Blockley is Managing Director of The Initiatives Group, a consulting firm specialising in payments. He has advised issuers, acquirers, third-party processors, technology providers and payment associations in addressing many of the financial sector’s most significant issues. He has over 35 years’ experience in senior management and consulting in the UK, USA, Asia and Australia. 

  Lance has led the consulting team on a number of industry-wide assignments, including the successful removal of signature (PIN@POS) on card payments in Australia in August 2014, the culmination of two and a half years work across multiple stakeholder groups.

  Prior to establishing the firm in 2013, Lance ran Edgar, Dunn & Company in Asia-Pacific for over 10 years, also acting for a term as global Managing Director.

  Lance holds B.A. and M.A. degrees in Natural Sciences from Cambridge University, England and an M.B.A. from IMD, Switzerland. He is a Fellow of both the Australian Institute of Company Directors and the Chartered Management Institute (UK).

• 

  Max Savoie

  Partner, Sidley Austin

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  Max Savoie

  Partner, Sidley Austin

  October 18th 2023

  • 08:50am -9:20am
    Regulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry

  Max Savoie is a partner at the international law firm Sidley Austin. He helps firms in the payments sector to navigate legal and regulatory requirements affecting their businesses. 

  He advises many of the leading firms in the market, including banks, payment systems, issuers, acquirers, processors, money transmitters, alternative payment method providers and cryptoasset service providers.

  Max also advises on contentious and regulatory engagement matters. He is a member of the Payments Association’s regulatory working group and is actively involved in discussions between the sector and its regulators. Max is also co-editor of “Payment Services: Law and Practice,” (Elgar, 2022).

Moderator

• 

  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

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  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

  October 18th 2023

  • 08:45am -8:50am
    Welcome address / Day 1 recap
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables 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’.

• 

  David Surratt

  Director, Treasury, Sunbelt Rentals

   

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  David Surratt

  Director, Treasury, Sunbelt Rentals

   

  October 18th 2023

  • 09:20am -9:50am
    CORPORATE CASE STUDY: Achieving a mutually beneficial outcome for buyers and suppliers in the realm of digital payments

• 

  Jon Matthews

  Manager, Accounts payable and enterprise Operation Procurement Services, Duke Energy

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  Jon Matthews

  Manager, Accounts payable and enterprise Operation Procurement Services, Duke Energy

  October 18th 2023

  • 09:20am -9:50am
    CORPORATE CASE STUDY: Achieving a mutually beneficial outcome for buyers and suppliers in the realm of digital payments

Moderator

• 

  Dean M. Leavitt

  Founder and CEO, Boost Payment Solutions

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  Dean M. Leavitt

  Founder and CEO, Boost Payment Solutions

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

• 

  Dean Nolan

  Managing director commercial payments, Strategic Resource Management Inc.

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  Dean Nolan

  Managing director commercial payments, Strategic Resource Management Inc.

  October 17th 2023

  • 12:10pm -12:50pm
    Panel discussion: Step-change advancement in supplier/merchant enablement

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Dean Nolan is Managing Director, Commercial Payments at SRM (Strategic Resource Management), an independent advisory firm serving financial institutions through strategic consulting, vendor sourcing, and vendor contract optimization.
   
  Dean brings 25+ years of experience in payments and financial services, having held leadership positions in payments strategy, innovation, product management, and product sales at Fifth Third Bank, Bank of America, Wells Fargo, First Data, and MasterCard. He is a frequent speaker on Instant Payments and Fintech and API workgroup chair at the US Faster Payments Council.

• 

  Anand Mitra

  Product manager for cross border payments, J.P. Morgan

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  Anand Mitra

  Product manager for cross border payments, J.P. Morgan

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Anand Mitra is North America Product Management and Global Product Delivery Head for Cross Currency Payments at JPMorgan Chase & Co., Cross Currency Payments provides a comprehensive suite of FX Payments to large corporate, financial institutions, commercial bank, and retail clients.  Anand is responsible for developing and executing on platform strategy for Cross Currency solutions. This includes leading development strategy, roadmap, and build out of FX payment products and partnerships. Anand has more than 20 years of experience in financial services product management, client relations, and technology development and deployment. Anand has led Cross Currency Payments, Electronic Bank Account Management (eBAM), Liquidity Concentration Platform, and Offshore Accounts product groups.  Prior to joining financial industry , he managed software development projects in New York and India for a major multinational corporation. He holds an MBA degree from the University of Notre Dame and earned an Masters degree in MIS and BS degree from Devi Ahilya University Indore, India.

• 

  Erik T Van Bramer

  Head of national zales/customer relations for Federal Reserve Financial Services; SVP, Federal Reserve Bank of Chicago

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  Erik T Van Bramer

  Head of national zales/customer relations for Federal Reserve Financial Services; SVP, Federal Reserve Bank of Chicago

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:00am -11:30am
    Presentation: Latest real time payments adoptions in North America

  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.

Moderator

• 

  Hugh Gallagher

  Director,

  Edgar Dunn & Company

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  Hugh Gallagher

  Director,

  Edgar Dunn & Company

  Hugh Gallagher is a Director of Edgar, Dunn & Company based in the Atlanta office. Hugh leads the Atlanta office where he serves as head of the Americas consulting business. In this capacity he advises C-suite and senior executive teams at a variety of banks and other financial institutions, leading private equity firms, non-bank financial services companies, and financial technology and other bank vendor organizations.

  His primary areas of functional expertise include strategic planning, pricing and profitability analysis, product management, innovation and new product development, applied analytics and customer segmentation, customer experience, and partnerships, mergers & acquisitions.
  Hugh’s 30+ years of experience in payments and financial services also includes executive roles with First Manhattan Consulting Group, SunTrust Banks (now Truist), eFunds Corporation (Fidelity National Information Services), Accenture/First Annapolis Consulting, and NBD Bank (JPMorgan Chase).

  A recognized industry thought leader, Hugh has been an invited speaker at conferences for the Bank Administration Institute, Consumer Bankers Association, Electronic Transaction Association, American Banker, and NACHA, and has authored whitepapers and articles for a variety of publications including Banking Perspective by The Clearing House, BAI’s Banking Strategies, and Bank Systems & Technology.

  Hugh graduated with his Bachelor’s Degree from the University of Illinois at Urbana-Champaign and earned his MBA from the University of Chicago’s Booth School of Business.

• 

  Erik T Van Bramer

  Head of national zales/customer relations for Federal Reserve Financial Services; SVP, Federal Reserve Bank of Chicago

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  Erik T Van Bramer

  Head of national zales/customer relations for Federal Reserve Financial Services; SVP, Federal Reserve Bank of Chicago

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:00am -11:30am
    Presentation: Latest real time payments adoptions in North America

  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.

• 

  Arthur Weiner

  Founder and principal consultant, N Brook Advisors, LLC

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  Arthur Weiner

  Founder and principal consultant, N Brook Advisors, LLC

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

• 

  Sanjib Banerjee

  Independent Consultant, Payments

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  Sanjib Banerjee

  Independent Consultant, Payments

  October 18th 2023

  • 08:50am -9:20am
    Regulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Sanjib is an industry expert and thought leader within the Banking, Payments, and Fintech industry and has spent over 20 years in the field. Helped various clients develop an enterprise and retail payments platform, and successfully worked with organizations across the payments value chain, including retail banks, payment providers/issuers, acquirers, payment networks, PE firms, and retailers across various industry market verticals.
  Advised a variety of clients on the design & integration of new payment product offerings (e.g., BaaS, Zelle, Payfac, Web 3.0 payments enablement, etc.), helping them execute the performance improvement initiatives spanning Fit-for growth, Capability driven strategy, Go-to-market plan, Tech & Ops transformation, Analytical insights on latest business trends, and growth & revenue generating synergies. Helped with several pre- and post-acquisition activities, including identifying and developing an acquisition target list, valuation and deal modeling, due diligence, and integration planning and execution post-close.
  Having worked both in industry and Big 4 management consulting Sanjib’s skillset in client delivery traverses strategic planning, fit-for-purpose capability-driven strategy, Go-to-Market strategy, product development, the entire software delivery process, and improving production settings.

• 

  Greg Toussaint

  Director, Edgar, Dunn & Company

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  Greg Toussaint

  Director, Edgar, Dunn & Company

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Greg 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. Greg 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.

• 

  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

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  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

  October 18th 2023

  • 08:45am -8:50am
    Welcome address / Day 1 recap
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables 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’.

• 

  Frank Martien

  Founder,

  Windward Strategy, Inc.

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  Frank Martien

  Founder,

  Windward Strategy, Inc.

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Frank Martien founded Windward Strategy, Inc. in 2020 to provide strategy consulting for B2B payments.  Since 1996, Frank has provided card strategy, launch, optimization, and M&A advisory support for networks, financial institutions, fintechs, and private equity firms.

• 

  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 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Denika 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.

• 

  Anand Mitra

  Product manager for cross border payments, J.P. Morgan

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  Anand Mitra

  Product manager for cross border payments, J.P. Morgan

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Anand Mitra is North America Product Management and Global Product Delivery Head for Cross Currency Payments at JPMorgan Chase & Co., Cross Currency Payments provides a comprehensive suite of FX Payments to large corporate, financial institutions, commercial bank, and retail clients.  Anand is responsible for developing and executing on platform strategy for Cross Currency solutions. This includes leading development strategy, roadmap, and build out of FX payment products and partnerships. Anand has more than 20 years of experience in financial services product management, client relations, and technology development and deployment. Anand has led Cross Currency Payments, Electronic Bank Account Management (eBAM), Liquidity Concentration Platform, and Offshore Accounts product groups.  Prior to joining financial industry , he managed software development projects in New York and India for a major multinational corporation. He holds an MBA degree from the University of Notre Dame and earned an Masters degree in MIS and BS degree from Devi Ahilya University Indore, India.

• 

  Holly Tennent

  Director, virtual payables and supplier strategy product manager, Bank of America
  

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  Holly Tennent

  Director, virtual payables and supplier strategy product manager, Bank of America
  

  October 17th 2023

  • 02:25pm -3:05pm
    Understanding client priorities and provider selection criteria

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate
  • 02:00pm -2:40pm
    Panel Discussion: Revolutionizing AP/AR Automation: unleashing market potential

  Holly Tennent is the Treasury Product Manager for Virtual Payables and Network Strategy at Bank of America. In her position, Holly plays a key role in shaping the B2B card and payables solutions strategy including fintech partnerships, client enhancements and supplier experience. Prior to joining Bank of America, Holly spent nine years at Bottomline Technologies, most recently in a solutions consultant capacity supporting Bank of America where she assisted clients with the functional and technical aspects of the Paymode-X solution. She believes in building lasting relationships and trusted partnerships, shown through her attention to detail and ongoing focus on the client experience. Holly is a graduate of St. Lawrence University where she was a national competitor on the Equestrian team.

• 

  Paul Krumholz

  US head of product management, NA commercial cards, HSBC

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  Paul Krumholz

  US head of product management, NA commercial cards, HSBC

  October 17th 2023

  • 12:10pm -12:50pm
    Panel discussion: Step-change advancement in supplier/merchant enablement

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Paul Krumholz is the HSBC US Head of Product Management, NA Commercial Cards. 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.

• 

  Dean Nolan

  Managing director commercial payments, Strategic Resource Management Inc.

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  Dean Nolan

  Managing director commercial payments, Strategic Resource Management Inc.

  October 17th 2023

  • 12:10pm -12:50pm
    Panel discussion: Step-change advancement in supplier/merchant enablement

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Dean Nolan is Managing Director, Commercial Payments at SRM (Strategic Resource Management), an independent advisory firm serving financial institutions through strategic consulting, vendor sourcing, and vendor contract optimization.
   
  Dean brings 25+ years of experience in payments and financial services, having held leadership positions in payments strategy, innovation, product management, and product sales at Fifth Third Bank, Bank of America, Wells Fargo, First Data, and MasterCard. He is a frequent speaker on Instant Payments and Fintech and API workgroup chair at the US Faster Payments Council.

• 

  Arthur Weiner

  Founder and principal consultant, N Brook Advisors, LLC

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  Arthur Weiner

  Founder and principal consultant, N Brook Advisors, LLC

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

• 

  Sanjib Banerjee

  Independent Consultant, Payments

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  Sanjib Banerjee

  Independent Consultant, Payments

  October 18th 2023

  • 08:50am -9:20am
    Regulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Sanjib is an industry expert and thought leader within the Banking, Payments, and Fintech industry and has spent over 20 years in the field. Helped various clients develop an enterprise and retail payments platform, and successfully worked with organizations across the payments value chain, including retail banks, payment providers/issuers, acquirers, payment networks, PE firms, and retailers across various industry market verticals.
  Advised a variety of clients on the design & integration of new payment product offerings (e.g., BaaS, Zelle, Payfac, Web 3.0 payments enablement, etc.), helping them execute the performance improvement initiatives spanning Fit-for growth, Capability driven strategy, Go-to-market plan, Tech & Ops transformation, Analytical insights on latest business trends, and growth & revenue generating synergies. Helped with several pre- and post-acquisition activities, including identifying and developing an acquisition target list, valuation and deal modeling, due diligence, and integration planning and execution post-close.
  Having worked both in industry and Big 4 management consulting Sanjib’s skillset in client delivery traverses strategic planning, fit-for-purpose capability-driven strategy, Go-to-Market strategy, product development, the entire software delivery process, and improving production settings.

• 

  Greg Toussaint

  Director, Edgar, Dunn & Company

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  Greg Toussaint

  Director, Edgar, Dunn & Company

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Greg 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. Greg 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.

• 

  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

  bar1 bar2

  

  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

  October 18th 2023

  • 08:45am -8:50am
    Welcome address / Day 1 recap
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables 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’.

• 

  Frank Martien

  Founder,

  Windward Strategy, Inc.

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  Frank Martien

  Founder,

  Windward Strategy, Inc.

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Frank Martien founded Windward Strategy, Inc. in 2020 to provide strategy consulting for B2B payments.  Since 1996, Frank has provided card strategy, launch, optimization, and M&A advisory support for networks, financial institutions, fintechs, and private equity firms.

• 

  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 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Denika 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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  Anand Mitra

  Product manager for cross border payments, J.P. Morgan

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  Anand Mitra

  Product manager for cross border payments, J.P. Morgan

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Anand Mitra is North America Product Management and Global Product Delivery Head for Cross Currency Payments at JPMorgan Chase & Co., Cross Currency Payments provides a comprehensive suite of FX Payments to large corporate, financial institutions, commercial bank, and retail clients.  Anand is responsible for developing and executing on platform strategy for Cross Currency solutions. This includes leading development strategy, roadmap, and build out of FX payment products and partnerships. Anand has more than 20 years of experience in financial services product management, client relations, and technology development and deployment. Anand has led Cross Currency Payments, Electronic Bank Account Management (eBAM), Liquidity Concentration Platform, and Offshore Accounts product groups.  Prior to joining financial industry , he managed software development projects in New York and India for a major multinational corporation. He holds an MBA degree from the University of Notre Dame and earned an Masters degree in MIS and BS degree from Devi Ahilya University Indore, India.

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  Holly Tennent

  Director, virtual payables and supplier strategy product manager, Bank of America
  

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  Holly Tennent

  Director, virtual payables and supplier strategy product manager, Bank of America
  

  October 17th 2023

  • 02:25pm -3:05pm
    Understanding client priorities and provider selection criteria

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate
  • 02:00pm -2:40pm
    Panel Discussion: Revolutionizing AP/AR Automation: unleashing market potential

  Holly Tennent is the Treasury Product Manager for Virtual Payables and Network Strategy at Bank of America. In her position, Holly plays a key role in shaping the B2B card and payables solutions strategy including fintech partnerships, client enhancements and supplier experience. Prior to joining Bank of America, Holly spent nine years at Bottomline Technologies, most recently in a solutions consultant capacity supporting Bank of America where she assisted clients with the functional and technical aspects of the Paymode-X solution. She believes in building lasting relationships and trusted partnerships, shown through her attention to detail and ongoing focus on the client experience. Holly is a graduate of St. Lawrence University where she was a national competitor on the Equestrian team.

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  Paul Krumholz

  US head of product management, NA commercial cards, HSBC

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  Paul Krumholz

  US head of product management, NA commercial cards, HSBC

  October 17th 2023

  • 12:10pm -12:50pm
    Panel discussion: Step-change advancement in supplier/merchant enablement

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Paul Krumholz is the HSBC US Head of Product Management, NA Commercial Cards. 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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  Dean Nolan

  Managing director commercial payments, Strategic Resource Management Inc.

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  Dean Nolan

  Managing director commercial payments, Strategic Resource Management Inc.

  October 17th 2023

  • 12:10pm -12:50pm
    Panel discussion: Step-change advancement in supplier/merchant enablement

  October 18th 2023

  • 09:50am -10:30am
    Panel Discussion: Impact of Real-Time Payments
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Dean Nolan is Managing Director, Commercial Payments at SRM (Strategic Resource Management), an independent advisory firm serving financial institutions through strategic consulting, vendor sourcing, and vendor contract optimization.
   
  Dean brings 25+ years of experience in payments and financial services, having held leadership positions in payments strategy, innovation, product management, and product sales at Fifth Third Bank, Bank of America, Wells Fargo, First Data, and MasterCard. He is a frequent speaker on Instant Payments and Fintech and API workgroup chair at the US Faster Payments Council.

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  Angelo Impoco

  Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings

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  Angelo Impoco

  Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings

  October 17th 2023

  • 09:40am -10:20am
    Panel Discussion Part 1: Virtual cards

  October 18th 2023

  • 01:30pm -2:00pm
    Corporate Travel: Gearing for post-pandemic resumption growth

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  Alexander Olsen

  Direct Global T&E Product Management,

  Citi

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  Alexander Olsen

  Direct Global T&E Product Management,

  Citi

  October 18th 2023

  • 01:30pm -2:00pm
    Corporate Travel: Gearing for post-pandemic resumption growth

  I 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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  Eric Tak

  Global Head,

  ING Retail Payments

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  Eric Tak

  Global Head,

  ING Retail Payments

  October 18th 2023

  • 01:30pm -2:00pm
    Corporate Travel: Gearing for post-pandemic resumption growth

Moderator

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  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

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  Patrick W. Diemer

  Chairman, European business travel association and senior advisor, Arthur D. Little

  October 18th 2023

  • 08:45am -8:50am
    Welcome address / Day 1 recap
  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables 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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  Holly Tennent

  Director, virtual payables and supplier strategy product manager, Bank of America
  

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  Holly Tennent

  Director, virtual payables and supplier strategy product manager, Bank of America
  

  October 17th 2023

  • 02:25pm -3:05pm
    Understanding client priorities and provider selection criteria

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate
  • 02:00pm -2:40pm
    Panel Discussion: Revolutionizing AP/AR Automation: unleashing market potential

  Holly Tennent is the Treasury Product Manager for Virtual Payables and Network Strategy at Bank of America. In her position, Holly plays a key role in shaping the B2B card and payables solutions strategy including fintech partnerships, client enhancements and supplier experience. Prior to joining Bank of America, Holly spent nine years at Bottomline Technologies, most recently in a solutions consultant capacity supporting Bank of America where she assisted clients with the functional and technical aspects of the Paymode-X solution. She believes in building lasting relationships and trusted partnerships, shown through her attention to detail and ongoing focus on the client experience. Holly is a graduate of St. Lawrence University where she was a national competitor on the Equestrian team.

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  Rob Snyder

  Director payments partners and FIs, Edenred Pay
  

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  Rob Snyder

  Director payments partners and FIs, Edenred Pay
  

  October 18th 2023

  • 02:00pm -2:40pm
    Panel Discussion: Revolutionizing AP/AR Automation: unleashing market potential

  Rob Snyder is a Senior Vice President of Business Development at CSI/Edenred focusing on developing long-term partnerships with financial institutions that leverage CSI’s Integrated Payables platform. Rob’s experience in B2B Payments started 10 plus years ago at Mastercard where he led an internal strategy group within Commercial Product working with Mastercard Issuers to develop vertical and category expansion strategies for Virtual Card and Integrated Payables. As an independent consultant Rob has provided both strategic input and sales support to both large Management Consulting firms and several B2B payment providers. Just prior to joining CSI, Rob spent four years on the Accounts Receivable side of payments heading up Relationship Management at CheckAlt, a leading Integrated Receivables provider. Rob resides in the suburbs of NYC with his wife and 8 children.

Moderator

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  Frank Martien

  Founder,

  Windward Strategy, Inc.

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  Frank Martien

  Founder,

  Windward Strategy, Inc.

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Frank Martien founded Windward Strategy, Inc. in 2020 to provide strategy consulting for B2B payments.  Since 1996, Frank has provided card strategy, launch, optimization, and M&A advisory support for networks, financial institutions, fintechs, and private equity firms.

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  Amy Horack

  Director, messaging and solution adoption for global card and intelligence payables, Bank of America

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  Amy Horack

  Director, messaging and solution adoption for global card and intelligence payables, Bank of America

  October 17th 2023

  • 03:05pm -3:35pm
    Networking break, coffee tables and personalised drop-in clinics on: D&I and Talent

  October 18th 2023

  • 02:40pm -3:10pm
    Networking break and personalized drop-in clinic on communication tips and leadership

  Amy Horack is a Director at Bank of America within the Global Transaction Services organization. She works with the Global Card & Intelligent Payables team to develop informative and inspiring messaging for internal and external stakeholders and drive solution adoption with clients. In her role, Amy collaborates with partners in all areas of the bank to create marketing, servicing, and internal communications through a variety of channels with the goal of global consistency and user clarity. Through multiple channels and internal promotion, Amy has driven app adoption, solution revenue and internal engagement. Her primary goal is to translate the deep, technical knowledge of the product team into the language of users with a focus on their desires. Amy does this through pulling from the diverse experiences she has gathered in her non-linear career. Who says that an event planner with a degree in Nutrition and Dietetics cannot be a banker?

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  Sergio Ortega González

  Global cash management discipline leader, BBVA

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  Sergio Ortega González

  Global cash management discipline leader, BBVA

  October 18th 2023

  • 03:10pm -3:50pm
    Panel Discussion: Data and expense management: unlocking next-generation integrated spend controls

  Sergio Ortega is responsible for BBVA 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 BBVA 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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  Lydie Charpin

  VP, corporate travel and spend management products, Mastercard

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  Lydie Charpin

  VP, corporate travel and spend management products, Mastercard

  October 17th 2023

  • 04:10pm -4:45pm
    Panel Discussion: Embracing sustainability and ESG

  October 18th 2023

  • 03:10pm -3:50pm
    Panel Discussion: Data and expense management: unlocking next-generation integrated spend controls

  Lydie 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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  Penny Cox

  Head of sales and account management, Inlogik

   

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  Penny Cox

  Head of sales and account management, Inlogik

   

  October 18th 2023

  • 03:10pm -3:50pm
    Panel Discussion: Data and expense management: unlocking next-generation integrated spend controls

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  Dan Ouderkirk

  Senior director, spend solution management, SAP Concur

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  Dan Ouderkirk

  Senior director, spend solution management, SAP Concur

  October 18th 2023

  • 03:10pm -3:50pm
    Panel Discussion: Data and expense management: unlocking next-generation integrated spend controls

Moderator

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  Frank Martien

  Founder,

  Windward Strategy, Inc.

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  Frank Martien

  Founder,

  Windward Strategy, Inc.

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Frank Martien founded Windward Strategy, Inc. in 2020 to provide strategy consulting for B2B payments.  Since 1996, Frank has provided card strategy, launch, optimization, and M&A advisory support for networks, financial institutions, fintechs, and private equity firms.

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  Arwin Holmes

  Global blockchain chief technology officer, EY Americas
  

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  Arwin Holmes

  Global blockchain chief technology officer, EY Americas
  

  October 18th 2023

  • 03:50pm -4:20pm
    Fireside Chat: Embedded Finance and E-commerce – how e-commerce is going to change with Web3

Moderator

• 

  Frank Martien

  Founder,

  Windward Strategy, Inc.

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  Frank Martien

  Founder,

  Windward Strategy, Inc.

  October 18th 2023

  • 11:30am -12:30pm
    ROUNDTABLES: BREAKOUTS
  • 12:00pm
    Roundtables Rotate

  Frank Martien founded Windward Strategy, Inc. in 2020 to provide strategy consulting for B2B payments.  Since 1996, Frank has provided card strategy, launch, optimization, and M&A advisory support for networks, financial institutions, fintechs, and private equity firms.