Agenda
Registration and networking breakfast
Welcome address
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Emma West
Managing director, global events business, The Economist
Emma West
Managing director, global events business, The Economist
October 17th 2023-
09:00am -9:05amWelcome address
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Panel Discussion: Change agents in payments
Explore the latest trends in payments, including the battle between card and non-card payment methods, the evolution of faster payments, and the dynamic B2B & travel payments fintech landscape.
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Luis Silva
VP, digital partnerships, Mastercard
Luis Silva
VP, digital partnerships, Mastercard
October 17th 2023-
09:05am -9:45amPanel Discussion: Change agents in payments
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Félix Ayarza
Global corporate payments head, senior vice president, Citi
Félix Ayarza
Global corporate payments head, senior vice president, Citi
October 17th 2023-
09:05am -9:45amPanel Discussion: Change agents in payments
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Jason Turner
VP, national solution consulting manager, Commerce Bank
Jason Turner
VP, national solution consulting manager, Commerce Bank
October 17th 2023-
09:05am -9:45amPanel Discussion: Change agents in payments
Joining Commerce Bank in 2013, Jason brings almost 20 years of experience in the invoice process and payment industry. In his role, Jason manages a team of solution consultants and also consults with clients in various industries to determine where efficiencies would be gained and cost savings realized in their accounts payable process. Jason is able to analyze the current AP process while establishing strategic goals and outlining the steps and best practices required to automate processes within AP. He also arms businesses with comprehensive ROI justifications through inclusive payments strategies.
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Dan McKenzie
Senior product manager, Discover
Dan McKenzie
Senior product manager, Discover
October 17th 2023-
09:05am -9:45amPanel Discussion: Change agents in payments
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Moderator
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Greg Toussaint
Director, Edgar, Dunn & Company
Greg Toussaint
Director, Edgar, Dunn & Company
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.
Panel Discussion: Examining current applications of virtual cards in commercial payments
Analyze growth projections of virtual cards vs. ACH and P-cards. Discuss integration beyond payment and concerns. Explore diversification of virtual products and use cases across verticals. Assess virtual card transaction data to understand spend/use trends. Look at how virtual payment technologies will evolve.
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Angelo Impoco
Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings
Angelo Impoco
Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings
October 17th 2023-
09:45am -10:30amPanel Discussion: Examining current applications of virtual cards in commercial payments
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01:30pm -2:15pmCorporate Travel: Gearing for post-pandemic resumption growth
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Sebastien Delasnerie
Executive vice president, commercial card, Mastercard
Sebastien Delasnerie
Executive vice president, commercial card, Mastercard
October 17th 2023 -
Irfan Kamdar
Global online commerce head, senior vice president, Citi
Irfan Kamdar
Global online commerce head, senior vice president, Citi
October 17th 2023 -
Orna Albus
Chief product officer, Extend
Orna Albus
Chief product officer, Extend
October 17th 2023
Moderator
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Greg Toussaint
Director, Edgar, Dunn & Company
Greg Toussaint
Director, Edgar, Dunn & Company
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.
Networking break and coffee tables
Panel discussion part 2: Analyzing the future evolution of virtual cards in commercial payments
Virtual cards are fast evolving with different use cases and verticals. What will be the future of virtual cards and how it can answer the future needs of SMEs and corporates? Will virtual cards be the lever to support the significant growth of electronic commercial payments?
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Edward Galvin
VP, head of B2B commercial sales, Visa Business Solutions North America
Edward Galvin
VP, head of B2B commercial sales, Visa Business Solutions North America
October 17th 2023Edward Galvin is a responsible for NA Large & Middle Market Commercial Payments Sales at Visa. This role involves working consultatively with card issuing partners to grow commercial card portfolios and to ensure the optimal deployment of Visa solutions to support both the card issuer and end corporate needs.
In prior roles at Visa, Edward has been responsible for US Large Market product setting the strategy and executing on commercial product initiatives to grow the large market segment. He has also managed the Engagement and Expansion team for Visa Business Solutions in Europe. Edward initiated his career working as a Management Consultant for Deloitte in London, UK. Prior to joining Visa, Edward held a Sales Consulting position with First Data.
Edward graduated with a Bachelor of Commerce and a Masters of Science degrees (Accounting, Finance & Information) from University College Cork, Ireland. Edward is an avid marathoner and runs an annual 26.2!
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Janet Guthrie
Head of global travel, product commercialization and Latin America local issuing, Bank of America
Janet Guthrie
Head of global travel, product commercialization and Latin America local issuing, Bank of America
October 17th 2023 -
Andrew Unwin
Product manager, Dataflexnet Limited
Andrew Unwin
Product manager, Dataflexnet Limited
October 17th 2023
Moderator
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Greg Toussaint
Director, Edgar, Dunn & Company
Greg Toussaint
Director, Edgar, Dunn & Company
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.
Panel discussion: Embedded finance - friend or foe?
Examining the use of the embedded banking today. Where may the banks fit into banking as a service (BaaS)? How can you use technology and get to market faster? How do you adapt, deploy and make it part of your corporate strategy? What’s the end game for embedded finance?
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Sara Elinson
Principal, EYP Strategy, EY-Parthenon
Sara Elinson
Principal, EYP Strategy, EY-Parthenon
October 17th 2023-
11:40am -12:20pmPanel discussion: Embedded finance - friend or foe?
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Michael Little
Head of payments advisory North America, corporate and investment bank, J.P. Morgan
Michael Little
Head of payments advisory North America, corporate and investment bank, J.P. Morgan
October 17th 2023-
11:40am -12:20pmPanel discussion: Embedded finance - friend or foe?
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Bradley Matthews
SVP, head of digital payments innovation, partners, and marketing, US Bank
Bradley Matthews
SVP, head of digital payments innovation, partners, and marketing, US Bank
October 17th 2023-
11:40am -12:20pmPanel discussion: Embedded finance - friend or foe?
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Rajeev Subramanyam
SVP payments, Emburse
Rajeev Subramanyam
SVP payments, Emburse
October 17th 2023-
11:40am -12:20pmPanel discussion: Embedded finance - friend or foe?
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Moderator
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Frank Martien
Founder,
Windward Strategy, Inc.
Frank Martien
Founder,
Windward Strategy, Inc.
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.
Panel discussion: Step-change advancement in supplier/merchant enablement
Given the well-known obstacles for suppliers, what needs to be done to dramatically improve the experience of making and accepting payments and advancing buyer-supplier commercial card program relationships? Is embedded finance, as a next chapter in merchant acquirers’ focus on integrated software vendor (ISV) strategies, an answer? How will interoperability among proprietary supplier directories emerge?
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Srini Chandrasekharan
VP, commercial acceptance solutions, Mastercard
Srini Chandrasekharan
VP, commercial acceptance solutions, Mastercard
October 17th 2023 -
Paul Krumholz
US head of product management, NA commercial cards, HSBC
Paul Krumholz
US head of product management, NA commercial cards, HSBC
October 17th 2023Paul 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
MD commercial payments, Strategic Resource Management Inc.
Dean Nolan
MD commercial payments, Strategic Resource Management Inc.
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. -
Karen Mays
Manager, National Accounts,
Yojna
Karen Mays
Manager, National Accounts,
Yojna
October 17th 2023Karen Mays is the Manager of National Accounts at Yojna and has served in this capacity for the last 20 years. Yojna is a fintech developer of treasury management and commercial card business process automation. Yojna’s customers include three of the top four largest banks in the U.S. and several regional commercial banks.
Prior to joining Yojna, Karen was a Project Manager/Internet Consultant/Senior Sales Specialist for IBM within the Financial Services Industry. Karen is an experienced Information Technology Professional with cross-industry experience and excellent skills for short-term and strategic planning, contracts, projects, operations and financial management and sales engineering. Karen has a Bachelor of Science Degree from Indiana University’s Kelley School of Business.
Moderator
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
October 18th 2023-
11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
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Lunch and networking
Breakout rooms-this agenda now divides into 2 streams
Breakout rooms are specifically created to foster a close-knit setting where industry professionals who possess the necessary qualifications and relevance can engage in conversations about specific challenges pertaining to their field and collaboratively explore potential solutions.
Panel Discussion: Unlocking win-win digital journeys
Explore the successful adoption of digital payment solutions. Discover how these solutions have facilitated mutually beneficial relationships among corporate buyers and suppliers, optimizing the accounts payable (AP) and accounts receivable (AR) processes.
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Holly Tennent
Director, virtual payables and supplier strategy product manager, Bank of America
Holly Tennent
Director, virtual payables and supplier strategy product manager, Bank of America
October 17th 2023-
02:00pm -2:40pmPanel Discussion: Unlocking win-win digital journeys
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Kim Roseler
Program manager, National Center for the Middle Market
Kim Roseler
Program manager, National Center for the Middle Market
October 17th 2023-
02:00pm -2:40pmPanel Discussion: Unlocking win-win digital journeys
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Moderator
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Frank Martien
Founder,
Windward Strategy, Inc.
Frank Martien
Founder,
Windward Strategy, Inc.
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.
Understanding client priorities and provider selection criteria
Explore challenges faced and factors that influence clients’ choices when selecting travel & B2B payments automation providers.
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Jenny Carlson
Senior director, head of US regional commercial sales, Visa Inc.
Jenny Carlson
Senior director, head of US regional commercial sales, Visa Inc.
October 17th 2023-
02:00pm -2:40pmUnderstanding client priorities and provider selection criteria
Jenny Carlson is the Head of U.S. Regional Commercial Sales at Visa. In this role, Jenny manages a team that enables Visa’s Regional Financial Institution partners, and their clients, to grow and thrive through the launch of business payment initiatives and solutions. Prior to joining Visa in 2019, Jenny spent five years at American Express working with businesses to digitize their accounts payable and accounts receivable operations.
She holds a Master of Business Administration and a Bachelor of Science in Marketing from Arizona State University’s W.P. Carey School of Business, as well as an Associate of Arts in Visual Communication from the Fashion Institute of Design and Merchandising.
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Mitchell Bessey
Senior director, head of commercial solutions, North America, Visa Commercial Solutions
Mitchell Bessey
Senior director, head of commercial solutions, North America, Visa Commercial Solutions
October 17th 2023-
02:00pm -2:40pmUnderstanding client priorities and provider selection criteria
Mitchell Bessey is the Head of North America Commercial Solutions at Visa. Based in San Francisco, Mitchell leads a team of product and market experts who deliver small, mid, and large market solutions for Visa’s Financial Institution and FinTech ecosystem in North America. Prior to this role, Mitchell delivered net new partnerships and payment solutions in roles across business development, FinTech partnerships, Strategy & Operations and Small Business Product management roles with Visa in both London and San Francisco.
He holds a Bachelor of Arts in Economics from the University of Denver.
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Moderator
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Sanjib Banerjee
Director – Payments Advisory,
PWC
Sanjib Banerjee
Director – Payments Advisory,
PWC
October 18th 2023-
08:50am -9:20amRegulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables 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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Presentation: Commercial Strategies for Navigating the World of Fintechs: Build, Buy, or Partner
This session will look at ways to engage Fintechs based on your company’s risk profile and resources, and the state of capital markets.
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Albert Bodine
Director of commercial and enterprise payments, Javelin Strategy and Research
Albert Bodine
Director of commercial and enterprise payments, Javelin Strategy and Research
October 17th 2023
Panel Discussion: End User/Corporate Discussion on commercial payment systems transformation, experience and frictions through process digitisation
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Leigh Radtke
Senior director, middle market segment lead, Visa Business Solutions
Leigh Radtke
Senior director, middle market segment lead, Visa Business SolutionsLeigh Radtke is the Middle Market Segment lead for Visa Business Solutions. Visa Business Solutions is a global team that brings to life innovative products and solutions to Visa’s clients and partners who support businesses of all sizes – from small businesses to large multi-national corporations – and governments around the world.
Leigh oversees Market Strategy and Product Delivery of B2B Solutions which enable companies in the impactful US and Global Middle Market segment to grow and thrive.
Since joining Visa in 2011, Leigh has held business executive roles in Prepaid and Commercial Payment Product. Prior to joining Visa, Leigh led Strategy, Product Management and Business Development at TSYS (now a Global Payments company), Sterling Commerce (now part of IBM), Tech Startups and Government Contractors (CACI and CSC) with an emphasis in B2B commerce, Bill Pay, Digital Technologies, RFID and Internet of Things.
Leigh resides in the Denver CO metropolitan area with her husband Mark and three Labrador retrievers, Nash, Takoda and Taloullah.
Moderator
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
October 18th 2023-
11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
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Networking break, coffee tables and personalised drop-in clinics on: D&I and Talent
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Amy Horack
Director, messaging and solution adoption for global card and intelligence payables, Bank of America
Amy Horack
Director, messaging and solution adoption for global card and intelligence payables, Bank of America
October 17th 2023 October 18th 2023
Panel Discussion: High inflation and interest rates: strategies for preserving margins and optimizing supply chain finance
In this session a third-party speaker will provide unbiased perspectives industry experts delve into the actions being taken in response to higher interest rates, specifically focused on preserving margins amidst inflationary pressures and what impact it has on buyer/supplier relationship. We will explore banks’ practical examples and innovative approaches to mitigate financial challenges in today’s dynamic economic landscape and will also address how corporates are leveraging the rise in interest rates to effectively manage their working capital, and gain valuable insights into specific solutions such as Vcards and short-term lending.
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Geoff Dean
MD, head of commercial card, transaction banking Americas, MUFG Bank
Geoff Dean
MD, head of commercial card, transaction banking Americas, MUFG Bank
October 17th 2023 -
Ian Stewart
SVP, head of commercial card product management, Truist
Ian Stewart
SVP, head of commercial card product management, Truist
October 17th 2023
Moderator
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
October 18th 2023-
11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
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Panel Discussion: Embracing sustainability and ESG in the payments ecosystem
This session will examine the critical intersection of sustainability, environmental, social, and governance (ESG) metrics practices within the payments industry. As companies and financial institutions face increasing demands to report on ESG and sustainability measures, the payments ecosystem is also adopting ESG Key Performance Indicators (KPIs) to drive responsible operations. Sustainability is now an integral part of supply chain agreements, and ESG scoring plays a vital role in supplier selection. In this session, we delve into the implementation and transformative effects of ESG practices within the payments ecosystem, highlighting the numerous benefits these positive policies bring to all stakeholders involved. We will explore how we make the payments industry more sustainable and how responsible approaches can shape the future of the payments industry.
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Chris Holmes
Senior vice president, KAE Consulting
Chris Holmes
Senior vice president, KAE Consulting
October 17th 2023Chris is a Senior vice president at KAE, a boutique strategic advisory firm. Chris joined KAE in 2007 and during this time, he has managed multiple high profile global projects across the payments space (focusing on various issuing and acquiring topics across both the commercial and consumer payments sectors), banking, FinTech, AltFi and telco industries. He also heads KAE’s FinTech practice.
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Scott Gillespie
Industry advisor, tClara
Scott Gillespie
Industry advisor, tClara
October 17th 2023Scott’s mission is to nudge the corporate travel industry forward. He’s been doing that for the last 25 years with provocative ideas on justifiable travel, invisible carbon budgets, traveler friction, travel procurement, and the role of the travel manager.
Scott founded tClara and Travel Analytics and has held senior positions with ARC and Kearney. He has an MBA from the University of Chicago, is the author of a U.S. patent, and speaks at travel industry events worldwide. He welcomes connections on LinkedIn.
Moderator
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Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
October 18th 2023-
08:45am -8:50amWelcome address / Day 1 recap
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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Reception & Networking
Registration and networking breakfast
Welcome address / Day 1 recap
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Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
October 18th 2023-
08:45am -8:50amWelcome address / Day 1 recap
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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Regulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
- ISO20022 – what it means for banks?
- Latest development in APAC, Europe and Latin America- addressing difference and speculations
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Sanjib Banerjee
Director – Payments Advisory,
PWC
Sanjib Banerjee
Director – Payments Advisory,
PWC
October 18th 2023-
08:50am -9:20amRegulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables 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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Lance Blockley
Managing director, The Initiatives Group
Lance Blockley
Managing director, The Initiatives Group
October 18th 2023Lance 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).
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Max Savoie
Partner, Sidley Austin
Max Savoie
Partner, Sidley Austin
October 18th 2023Max 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
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Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
October 18th 2023-
08:45am -8:50amWelcome address / Day 1 recap
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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CORPORATE CASE STUDY: Achieving a mutually beneficial outcome for buyers and suppliers in the realm of digital payments
In this panel for the case study, representatives from both buyers and suppliers will share their experiences on how they undertook the transition towards digital payments
Moderator
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Dean M. Leavitt
Founder and CEO, Boost Payment Solutions
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.
Panel Discussion: Impact of Real-Time Payments
How will the rise of real-time payments schemes impact the payments ecosystem and overall cross border payments? What are the roadmaps and feedback from pilot programs across international schemes? How the new instant infrastructure shape traditional commercial payments, including card and ACH transactions? Who stands to win or lose?
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Dean Nolan
MD commercial payments, Strategic Resource Management Inc.
Dean Nolan
MD commercial payments, Strategic Resource Management Inc.
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
Anand Mitra
Product manager for cross border payments, J.P. Morgan
October 18th 2023-
09:50am -10:30amPanel Discussion: Impact of Real-Time Payments
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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Erik T Van Bramer
Head of national zales/customer relations for Federal Reserve Financial Services; SVP, Federal Reserve Bank of Chicago
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 -10:30amPanel Discussion: Impact of Real-Time Payments
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11:00am -11:30amPresentation: 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.
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Moderator
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Greg Toussaint
Director, Edgar, Dunn & Company
Greg Toussaint
Director, Edgar, Dunn & Company
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.
Networking break and coffee tables
Presentation: Latest real time payments adoptions in North America
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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
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 -10:30amPanel Discussion: Impact of Real-Time Payments
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11:00am -11:30amPresentation: 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.
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Latest real time payments adoptions in Asia
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Lucy Wang
Founder, Billink
Lucy Wang
Founder, Billink
October 18th 2023-
11:00am -11:30amLatest real time payments adoptions in Asia
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ROUNDTABLES: BREAKOUTS
Select two of the following 10 roundtable discussion groups to attend
- Virtual cards
- Data and spend management
- Viability / versatility for Zelle in corporate B2B payments
- Cryptocurrencies, stablecoins and CBDCs
- Multinational card programs
- Real-time payments
- AP/AR automation
- Security and fraud led
- AI
- Rebate Management
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
October 18th 2023-
11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
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Sanjib Banerjee
Director – Payments Advisory,
PWC
Sanjib Banerjee
Director – Payments Advisory,
PWC
October 18th 2023-
08:50am -9:20amRegulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables 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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Roundtables Rotate
Select two of the following 10 roundtable discussions to attend
Virtual cards
- Virtual cards
- Data and spend management
- Viability / versatility for Zelle in corporate B2B payments
- Cryptocurrencies, stablecoins and CBDCs
- Multinational card programs
- Real-time payments
- AP/AR automation
- Security and fraud led
- AI
- Rebate Management
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
October 18th 2023-
11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
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Sanjib Banerjee
Director – Payments Advisory,
PWC
Sanjib Banerjee
Director – Payments Advisory,
PWC
October 18th 2023-
08:50am -9:20amRegulation in the spotlight- A 360 degree review on the latest regulation affecting the payment industry
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables 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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Lunch and networking
Corporate Travel: Gearing for post-pandemic resumption growth
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Angelo Impoco
Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings
Angelo Impoco
Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings
October 17th 2023-
09:45am -10:30amPanel Discussion: Examining current applications of virtual cards in commercial payments
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01:30pm -2:15pmCorporate Travel: Gearing for post-pandemic resumption growth
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Moderator
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Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
October 18th 2023-
08:45am -8:50amWelcome address / Day 1 recap
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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Panel Discussion: Revolutionizing AP/AR Automation: unleashing market potential
Explore the world of AP/AR automation and its impact on the market. What trends have we seen in automation and to extent they have accelerated or slowed down. Address the need for greater automation to get more efficiency in invoicing.
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Holly Tennent
Director, virtual payables and supplier strategy product manager, Bank of America
Holly Tennent
Director, virtual payables and supplier strategy product manager, Bank of America
October 17th 2023-
02:00pm -2:40pmPanel Discussion: Unlocking win-win digital journeys
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Rob Snyder
Director payments partners and FIs, Edenred Pay
Rob Snyder
Director payments partners and FIs, Edenred Pay
October 18th 2023
Moderator
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Frank Martien
Founder,
Windward Strategy, Inc.
Frank Martien
Founder,
Windward Strategy, Inc.
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.
Networking break and personalized drop-in clinic on communication tips and leadership
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Amy Horack
Director, messaging and solution adoption for global card and intelligence payables, Bank of America
Amy Horack
Director, messaging and solution adoption for global card and intelligence payables, Bank of America
October 17th 2023 October 18th 2023
Panel Discussion: Data and expense management: unlocking next-generation integrated spend controls
Explore data-driven expense management. Learn about the emergence of next-generation solutions in expense management software. Discover advanced functionalities such as AI, seamless integration with ERP and AP/AR systems, real-time reporting capabilities, APIs, and improved digital and mobile experiences for employees.
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Sergio Ortega González
Global cash management discipline leader, BBVA
Sergio Ortega González
Global cash management discipline leader, BBVA
October 18th 2023Sergio 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
Lydie Charpin
VP, corporate travel and spend management products, Mastercard
October 18th 2023Lydie 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
Penny Cox
Head of sales and account management, Inlogik
October 18th 2023
Moderator
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Frank Martien
Founder,
Windward Strategy, Inc.
Frank Martien
Founder,
Windward Strategy, Inc.
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.
Fireside Chat: Embedded Finance and E-commerce – how e-commerce is going to change with Web3
Explore how Web3 technologies are transforming e-commerce. Learn how embedded finance capabilities enable seamless integration of financial services into the online shopping experience. Discover how Web3 technologies facilitate secure transactions, enhance data privacy, and enable new business models.
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Arwin Holmes
Global blockchain chief technology officer, EY Americas
Arwin Holmes
Global blockchain chief technology officer, EY Americas
October 18th 2023
Moderator
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Frank Martien
Founder,
Windward Strategy, Inc.
Frank Martien
Founder,
Windward Strategy, Inc.
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.