Programme
Registration and networking breakfast
Welcome Address
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Emma West
Managing director, global events business
The EconomistX
Emma West
Managing director, global events business
The EconomistNovember 19th 2024-
09.00am -09.05amWelcome Address
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Simplifying the customer journey to unlock more payment volume
Simplifying the customer experience is paramount to unlocking payment volume and driving substantial growth. This panel session will delve into current trends, strategies, technologies, and best practices that industry leaders are employing to streamline the customer experience, reduce friction, and maximize operations.
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Harry Harnett
SVP, head of commercial card product management & development
PNC Financial ServiceX
Harry Harnett
SVP, head of commercial card product management & development
PNC Financial ServiceHarry joined PNC in October 2021 and is an SVP leading the Commercial Card Product Management and Development Organization.
Harry is a performance driven Treasury Management executive with over 25 years of proven history leading diverse cross functional teams. Accomplished product architect in the Commercial Card and Payments industry, with a history of success in delivering solutions to market. Recognized for increasing automation, efficiency, and improving client experiences in the Treasury Management space. Harry also served as a Captain in the U.S. Marine Corps for 8 years.
November 19th 2024-
09.05am -09.35amSimplifying the customer journey to unlock more payment volume
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Matthew Miller
Head of partnerships
ViewpostX
Matthew Miller
Head of partnerships
ViewpostMatt is the Head of Partnerships at Viewpost, an innovative fintech that uniquely transforms paper check printing into a high-revenue and high-margin means of digitizing the last mile of B2B payments. In this role, he helps platforms and financial instutions bring a differentiated value story to clients by embedding check optimization within existing payment flows.
November 19th 2024-
09.05am -09.35amSimplifying the customer journey to unlock more payment volume
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Steve Weber
President & CEO
PaperTrlX
Steve Weber
President & CEO
PaperTrlSteve Weber is the CEO of AP automation Fintech PaperTrl and a pioneer in electronic supply chain integration. Steve has over three decades of experience in developing integration and payment solutions for B2B environments. Known for his expertise in streamlining financial workflows, Steve has led the creation of digital platforms that bridge the gap between ERP systems, financial institutions, and suppliers, transforming complex, manual processes into seamless, automated solutions.
November 19th 2024-
09.05am -09.35amSimplifying the customer journey to unlock more payment volume
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Andrew Jamison
CEO and co-founder
ExtendX
Andrew Jamison
CEO and co-founder
ExtendAndrew Jamison is the CEO and Co-Founder of Extend. Extend makes innovative payment solutions accessible through trusted bank partners, setting a new standard for credit card services.
Prior to Extend, Andrew was the head of B2B Corporate Payments Products at American Express with a mandate to drive digital payment innovation and adoption. Over the course of six years, he doubled B2B payment volumes by launching and scaling new capabilities and platforms. Prior to American Express, Andrew spent eight years managing global SAP deployments for large multinational corporations. He earned an MBA from INSEAD.
November 19th 2024-
09.05am -09.35amSimplifying the customer journey to unlock more payment volume
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Moderated by
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Leigh Radtke
Vice president, head of North America product
Visa Commercial SolutionsX
Leigh Radtke
Vice president, head of North America product
Visa Commercial SolutionsLeigh Radtke leads the North America Product organization for Visa Commercial Solutions leading a team of product experts who focus on bringing innovative payment products and solutions to life for Visa’s bank clients and technology partners to enable small, medium and large businesses to grow and thrive.
Since joining Visa in 2011, Leigh has held business executive roles in B2B Product, Processing Technology and Client Services.
Leigh’s career achievements as an innovator, thought leader and patent holder are interwoven with the evolution of Digital, Web, Mobile technologies.
Prior to joining Visa, Leigh led Strategy, Product Management and Business Development for innovative technology companies large and small with an emphasis on B2B commerce, Bill Pay, Digital / Mobile solutions and Internet of Things.
Leigh resides in the Denver CO metropolitan area with her husband Mark and three Labrador retrievers, Nash, Takoda and Talulah.
November 19th 2024-
09.05am -09.35amSimplifying the customer journey to unlock more payment volume
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Networking break - sponsored by Inlogik
Fireside chat: ePayables in action
Join representatives from Boost Payment Solutions, MUFG and Chevron for an insightful fireside chat about the journey of launching a successful ePayables virtual card program and gain valuable insights to apply to your own organization’s payments strategy.
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Priscilla Crawford
Vice president, card relationship manager, commercial card
MUFG BankX
Priscilla Crawford
Vice president, card relationship manager, commercial card
MUFG BankMs. Crawford has 15+ years’ experience in commercial payments. She currently works on the MUFG Commercial Card team. Prior to joining MUFG, Ms. Crawford worked as a practitioner in Accounts Payable where she gained experience implementing and managing ePayables, purchasing cards and travel programs in the healthcare industry. Ms. Crawford has extensive knowledge with commercial card supplier enrollment, best practices and industry standards.
November 19th 2024-
12.05pm -12.30pmFireside chat: ePayables in action
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Blake Hoelscher
GPO – finance shared services
ChevronX
Blake Hoelscher
GPO – finance shared services
ChevronBlake Hoelscher joined Chevron in 2020 and brings over 13 years of expertise in global oil & gas working capital improvement, T&E expense management, and expense audit/compliance. Recognized both internally and externally, Blake has successfully implemented technology and automation-first solutions in card, audit, and expense management, as well as working capital improvement. Whether it’s leading initiatives to globally source payment solutions, streamline/automate processes with RPA, or automating expense reviews, he can speak the language that translates cross-functionally in these areas.
November 19th 2024-
12.05pm -12.30pmFireside chat: ePayables in action
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Moderated by
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Dean Leavitt
Founder and CEO
Boost Payment SolutionsX
Dean Leavitt
Founder and CEO
Boost Payment SolutionsDean 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.
November 19th 2024-
12.05pm -12.30pmFireside chat: ePayables in action
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Lunch and networking
Breakout rooms -this agenda now divides into 2 tracks
Rebate management and automation- tackling margin compression and market complexities in the US vs other geographies
Rebate management continues to be a significant challenge in the marketplace, driven by the need for profitability amidst compressing margins and increasingly complex interchange rates. Explore the pain points of manual rebate processes, how rebate automation can provide financial institutions with the flexibility and visibility needed to navigate these complexities and better serve their commercial customers.
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Roy Parra
Head of portfolio management, commercial cards
CitiX
Roy Parra
Head of portfolio management, commercial cards
CitiRoy Parra leads Portfolio Management for Commercial Cards in Citi, where he is responsible for the optimization of profitability and efficiency in the deal management process and has direct ownership of the Pricing, Billing, and Rebate Platforms. Roy has been 15 years with Citi mainly in the finance Function and supporting the Treasury and Trade services business on Financial Planning and Analysis as well as leading profitability and analytics projects. originally from Colombia enjoys spending Family time, running, and playing tennis.
November 19th 2024 -
Ian Stewart
SVP, head of commercial card product management
TruistX
Ian Stewart
SVP, head of commercial card product management
TruistIan Stewart is a Senior Vice President at Truist and the leader of the Commercial Card product management and product delivery functions. He also has oversight of the client rebate and credit portfolio monitoring processes. He is a 20 year veteran of the banking and payments industry. He makes his home in Atlanta, Georgia with his wife and two sons. He spends his free time coaching, running and going to the beach.
November 19th 2024 -
Udayan Dekhtawala
Head of enterprise data management, banking & payments
Argus /TransunionX
Udayan Dekhtawala
Head of enterprise data management, banking & payments
Argus /TransunionIn this capacity, Udayan is responsible for the overall management and oversight of the Enterprise Data Management business unit at Argus Advisory (a Transunion company). He has been instrumental in supporting financial institutions, fintech providers and regulators in standing up a data collection and analytical platform to collect, aggregate and validate and enabling granular data analytics across retail banking products. As a subject matter expert in Banking and Payments, he has guided FIs in building a strategic roadmap to significantly improve in-house banking operations systems and data governance functions to meet their strategic business objectives. He has extensive knowledge in collecting disparate banking data (credit card, deposit, mortgages, auto, commercial, credit bureau) and blending them into one common, scalable data model to support business functions through data driven analytics. Currently he is leading the initiative within Argus Advisory to expand its growing Commercial Card Rebate Management product to help FIs to automate legacy, complex, time consuming rebate management processes, deepen client relationships and maximize profitability in a continually evolving competitive landscape.
November 19th 2024 -
Connor Olsen
General manager
YojnaX
Connor Olsen
General manager
YojnaNovember 19th 2024
Moderated by
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Arthur Weiner
Founder and principal consultant
N Brook Advisors, LLCX
Arthur Weiner
Founder and principal consultant
N Brook Advisors, LLCArthur Weiner is an accomplished payments industry leader with more than 35 years of successfully bringing products to market for leading global companies, including Citibank, Mastercard, US Bank and Fifth Third Bank. Currently Arthur is providing strategy consulting and advising financial institutions and fintech’s on expanding B2B payments and is a Senior Advisor to Yojna, a fintech specializing in transaction banking automation for B2B payments powering U.S. Financial Institution’s treasury management and commercial card operational functions.Arthur received his MBA from Adelphi University in New York. He is a volunteer mentor for minority high school students and Associate Board Member in the iMentor Program.
November 19th 2024
FedNow and RTP -how FedNow can be utilized in the corporate world?
The latest developments surrounding FedNow adoption and when will FedNow be rolled out to merchants as a form of payment to reduce cost of acceptance? Discover the potential of FedNow as a seamless payment rail integrated within mobile applications. Assessing coexistence of FedNow and RTP (Real-Time Payments) and comparative use cases.
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Erik T Van Bramer
SVP, head of national sales/customer relations
Federal Reserve Bank of ChicagoX
Erik T Van Bramer
SVP, head of national sales/customer relations
Federal Reserve Bank of ChicagoErik 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.
November 19th 2024-
02.10pm -02.40pmFedNow and RTP -how FedNow can be utilized in the corporate world?
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Moderated by
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Joanne Modugno
Head of partnerships & alliances
Inlogik
X
Joanne Modugno
Head of partnerships & alliances
Inlogik
November 19th 2024-
02.10pm -02.40pmFedNow and RTP -how FedNow can be utilized in the corporate world?
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Case study presentation and Q&A: Brazil's PIX - a bold disruption in the payments industry
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Renato Gomes
Deputy governor
Central Bank of BrazilX
Renato Gomes
Deputy governor
Central Bank of BrazilRenato Gomes is the Deputy-Governor for Licensing and Resolution of the Central Bank of Brazil. Among other responsibilities, he is in charge of the Central Bank’s competition and innovation policies. Born in the city of Rio de Janeiro, Renato holds a bachelor’s and master’s degree in Economics from PUC-RJ, a PhD from Northwestern University and an HDR from the University of Toulouse. Before joining the Central Bank, he was Professor at the Toulouse School of Economics and Senior Researcher at the Center National de la Recherche Scientifique (France). Specialist in Economics of the Public Sector and Industrial Organization, he has written articles on auction design, competition policy and regulation of payment methods.
November 19th 2024
Moderated by
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Frank Martien
Founder
Windward Strategy, Inc.
X
Frank Martien
Founder
Windward Strategy, Inc.
Frank founded Windward Strategy, Inc. in 2020 to provide strategy consulting and M&A advisory in B2B payments. Windward works with networks, banks, fintechs, PEs, and corporates to achieve their B2B payments objectives.
November 19th 2024
Networking break - sponsored by Discover Global Network
Reception and networking
Registration and networking breakfast
Welcome address / Day 1 recap
Innovation Awards
Innovation awards announcement voted by the CPI audience
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Leigh Radtke
VP, Head of North America product
Visa Commercial SolutionsX
Leigh Radtke
VP, Head of North America product
Visa Commercial SolutionsLeigh Radtke leads the North America Product organization for Visa Commercial Solutions leading a team of product experts who focus on bringing innovative payment products and solutions to life for Visa’s bank clients and technology partners to enable small, medium and large businesses to grow and thrive.
Since joining Visa in 2011, Leigh has held business executive roles in B2B Product, Processing Technology and Client Services.
Leigh’s career achievements as an innovator, thought leader and patent holder are interwoven with the evolution of Digital, Web, Mobile technologies.
Prior to joining Visa, Leigh led Strategy, Product Management and Business Development for innovative technology companies large and small with an emphasis on B2B commerce, Bill Pay, Digital / Mobile solutions and Internet of Things.
Leigh resides in the Denver CO metropolitan area with her husband Mark and three Labrador retrievers, Nash, Takoda and Talulah.
November 20th 2024-
09.05am -09.15amInnovation Awards
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The soft underbelly of card program growth
Most commercial card-using organizations project expected increases in future card spending. However, RPMG Research analysis of recent benchmark survey and Federal Government data shows that about 31% -37% of card programs (both of plastic cards and virtual cards when new programs are removed) are actually growing after inflation is considered, and most of the significant spending growth is from a subset within this group. The purpose of this presentation is to identify challenges (and opportunities) within customer growth data, discuss issuer and end-user factors influencing card spending growth patterns, and articulate solution options to support a more broad-based portfolio growth.
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Richard Palmer
President RPMG Research Corporation
Senior Lecturer Washington University in St. LouisX
Richard Palmer
President RPMG Research Corporation
Senior Lecturer Washington University in St. LouisRichard Palmer, Ph.D., CPA, CMA is a senior lecturer at the Olin Business School at Washington University in St. Louis. Prior to academic work, he held management positions in both public accounting and the banking industry.
Richard is one of the world’s foremost experts on business and government applications of commercial card payment technology. His research has been quoted in U.S. Senate hearings, the Wall Street Journal, ABC News Good Morning America, Business Week, CNN Money, and CBS News MarketWatch, among others. His publications include numerous academic and practice-oriented journals, including the Journal of Accountancy, CPA Journal, Treasury and Risk, Journal of Payment Systems and Strategy, Strategic Finance, and Journal of Emerging Technologies in Accounting.
His most notable contribution to the commercial card world is as the co-creator (with Mahendra Gupta of Washington University in St. Louis) of purchasing card, travel card, and virtual card benchmark surveys, efforts that have included every major card issuer and over eight thousand commercial card-using organizations since 1998.
November 20th 2024-
10.00am -10.30amThe soft underbelly of card program growth
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Moderated by
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Greg Toussaint
Director
Edgar, Dunn & CompanyX
Greg Toussaint
Director
Edgar, Dunn & CompanyGreg Toussaint is a Director in Edgar, Dunn & Company (EDC) 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 and Commercial Payments Practice and co-leads EDC’s Travel Payments Practice globally, working on strategy topics for all actors in the travel and B2B payments value chain (e.g. travel agents, travel providers, corporates, issuers, acquirers, payment schemes and B2B platforms). Greg recently published a white paper on 7 best practices for corporates and payment provides to successfully launch new corporate payment programmes. Outside of work, Grégoire plays the saxophone and loves baking cakes.
November 20th 2024-
10.00am -10.30amThe soft underbelly of card program growth
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Networking breaks and coffee tables - sponsored by Windward Strategy
Lunch and networking
From booking to expensing: reviewing the integration puzzle in business travel payments
Integrating booking, payment, and expensing platforms in business travel remains a significant challenge. Suppliers often start by focusing on one area—booking, paying, or expensing—before expanding into others. However, fully integrating the payment component while managing different payment methods (lodge cards, plastic, virtual cards, etc.) remains complex. In this session, two corporate industry experts will share what they’ve observed in both successful and flawed integrated offerings from platform providers and how end-to-end solutions are taking shape. They’ll also discuss best practices, emerging trends, and opportunities for financial service providers to contribute to a more streamlined, holistic travel management experience.
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Danielle Amoroso
Associate director, travel & expense
Otsuka America Pharmaceutical
X
Danielle Amoroso
Associate director, travel & expense
Otsuka America Pharmaceutical
Danielle Amoroso is Associate Director of Travel & Expense for Otsuka America Pharmaceuticals, Inc based in Princeton, NJ. Since October 2018, Danielle has set out to innovate and transform the travel program with a forward-thinking yet all-inclusive approach. Within her first year in this role, Danielle consolidated Otsuka’s travel program in North America (including the travel program at 14 affiliated companies) and Europe (including 8 affiliated companies) under one global TMC. The most impactful and innovative decision involved eliminating all transaction fees when she elected for a partnership fee pricing model. Danielle continues to improve and enhance the Otsuka travel program by adopting and implementing policies and technologies as the travel industry evolves. Danielle feels passionate about traveler safety and continually puts focus on Duty of Care while also striving for superior service for Otsuka employees.
Before her time with Otsuka, Danielle distinguished her work ethic while employed for various hotel companies like Kimpton Hotels & Restaurants, Hyatt, and Hilton in various capacities ranging from Director of Housekeeping to National Facilities Manager for Hotel Openings & Transitions, and Director of Business Transient Sales.
Danielle resides outside of Philadelphia with her husband – Tim, 9-year-old daughter – Ellarose, and her Aussiedoodle puppy, Maggie. Her passions include working out, food & wine, travel, and adventures with her family.
November 20th 2024 -
Jami Stapelmann
Executive director global travel
Estee Lauder Companies
X
Jami Stapelmann
Executive director global travel
Estee Lauder Companies
Jami Stapelmann is a business professional with a rich background in strategic planning, project management, and innovation, primarily within the travel and hospitality sector. Her career trajectory has seen her start as a buyer for Macy’s department stores before transitioning into various management and leadership roles. Currently, she serves as the Executive Director of Global Travel and Meeting Services at Estee Lauder Companies, where she leverages her expertise to drive the company’s travel and meeting strategies on a global scale.
Jami’s contributions and leadership in the industry have been recognized by several prestigious publications and organizations. She was honored as one of the Top 25 Influencers in the Meetings Industry by Successful Meetings and was also selected as one of the Top 25 Women in the Meetings Industry by Meetings and Conventions Magazine in October 2017. Moreover, she was acknowledged by Business Travel News (BTN) as a 2022 Best Practitioner for her innovative partnership strategies that foster connections between companies and Estee Lauder Companies, extending beyond shared travel concerns.
Jami’s educational background includes a Bachelor of Science degree from the University of Wisconsin, providing her with a solid foundation for her professional endeavors. Additionally, she holds a GLP (Global Leadership Professional) designation from the Wharton School, further attesting to her commitment to excellence and leadership in the global business landscape.
November 20th 2024
Moderated by
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Greeley Koch
Managing director
490 ConsultingX
Greeley Koch
Managing director
490 ConsultingGreeley Koch is a dynamic thought leader and sought-after speaker, known for his insights on new methods of content access, challenging business models, and focusing on AI and the digital customer experience. As Managing Director at 490 Consulting, Greeley drives strategic transformations across the travel industry. His experience includes procurement leadership roles at Bank of America and Abbott Laboratories, and expertise in travel management, data analytics, and lodging services companies.As an adjunct professor at NYU’s Tisch Center of Hospitality, he brings real-world corporate travel insights to the classroom and mentors industry tech startups in the NYU Hospitality Industry Incubator.Greeley also served as Executive Director of the Association of Corporate Travel Executives (ACTE) and has been recognized as a Business Travel News Top 25 Influential Executive and a Top 30 Business Travel Influencer.
November 20th 2024