Agenda 2024
Accelerating digital B2B payments in supplier marketplaces
The rapid adoption of digital payment technologies through the pandemic period has been widely seen as companies move from checks, to new payment processes, propelled by the rise in B2B e-commerce and online marketplaces. Digital payments are also a strategic driver of cash management, optimizing DPOs and DSOs to enable enhanced working capital flows in supply chains. In this session we examine the development of digital solutions and innovation in B2B strategies in marketplaces, including ‘BNPL’ solutions for suppliers.
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Mary Mazzochi
Head of Global Commercial Card Payments, Treasury Management,
Wells Fargo
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Mary Mazzochi
Head of Global Commercial Card Payments, Treasury Management,
Wells Fargo
Mary Mazzochi, Senior Vice President, is the Commercial Card Product Executive for Wells Fargo and is responsible for the commercial card and prepaid card-in-hand product solution set, commercial card virtual payments offerings, supplier onboarding solutions and various technology tools used to support Wells Fargo’s middle market, large corporate and public sector Commercial Card customers. She has been with Wells Fargo for the past 19 years, and has worked in the B2B payments industry overall for 25 years. Prior to joining Wells Fargo, she served as a director of e-Business at a major airline, responsible for implementing and managing various B2B initiatives, including e-procurement, participation in an airline exchange marketplace and e-auction projects. Mary earned her M.B.A. from Arizona State University, an M.I.M. from The American Graduate School of International Management (Thunderbird) and a B.A. in Political Science and Business Administration from UCLA. She is based out of Phoenix, AZ.
October 19th 2021-
10.00am -10.45amAccelerating digital B2B payments in supplier marketplaces
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David Trecker
SVP, B2B Payments,
Mastercard
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David Trecker
SVP, B2B Payments,
Mastercard
David Trecker is Senior Vice President of Business to Business (B2B) Payments at Mastercard. Responsibilities include leading In Control, Mastercard’s virtual card platform, and Track Business Payment Service, Mastercard’s multi-rail open-loop network to simplify and automate B2B payments. Prior to joining Mastercard, David held diverse leadership positions in Transaction Banking over 15 years. Most recently he was Supply Chain Finance Head at Bank of America; Before that, Global Venture Capital Lead for Citi Treasury & Trade Solutions. David is a member of the Commercial Payments International Global Advisory Board and an active contributor to the Global Supply Chain Finance Forum, a collaboration of leading industry associations to develop, publish and champion a set of commonly agreed market standards. David holds a Bachelor of Science in finance and legal studies from Indiana University and a Masters of Business Administration from The Wharton School of the University of Pennsylvania. He is based out of Mastercard’s world headquarters in Purchase, New York.
October 19th 2021-
10.00am -10.45amAccelerating digital B2B payments in supplier marketplaces
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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.
October 19th 2021-
10.00am -10.45amAccelerating digital B2B payments in supplier marketplaces
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09.05am -09.35amSimplifying the customer journey to unlock more payment volume
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B2B Innovation in bank payment products, including commercial cards
As the payments industry constantly evolves and innovates, payment product teams in banks are continually monitoring innovation in B2B markets and tracking new developments in payment services in markets. Regulatory drivers too, such as ‘request-to-pay’, the real time roll out of faster payments, and the implementation and SWIFT ISO20022, all play into the development of new payment products. In this sea of innovation, the commercial card also is evolving into digitized formats for clients. In this session our panel discuss the key drivers for innovation in banks product teams, in the B2B payments and cards markets.
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Gloria Colgan
SVP and Global Product Head,
Visa
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Gloria Colgan
SVP and Global Product Head,
Visa
Gloria Colgan is Global Head of Products at 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 SMBs to large multi-national corporations – and governments around the world.
Gloria joined Visa in 2020. With over 25 years’ experience with global financial institutions and retail, Gloria has created and launched transformative payment solutions in both the consumer and commercial space. Her experience includes extensive development of value propositions, brand and communications and product innovations throughout digital and physical commerce.
Gloria is a current Advisor and Past President of the Board for Wnet, a national women’s leadership organization. In addition, she serves on the Advisory Board for the Foster College of Business at Bradley University. She held positions on multiple advisory boards for start-up entities in the FinTech sector. Her involvement combines her passion for advancing both diversity and innovation.
Prior to joining Visa, Gloria was the Chief Marketing Officer for Velo Payments. Gloria previously ran Velo’s global partnerships team. Prior to Velo, she held numerous leadership positions including the President of PYMNTS.com, the leading digital media player in payments innovation, Senior Vice President of Marketing and Emerging Payments at Discover Financial Services and executive positions at JPMorgan Chase and Sears Roebuck & Co. Gloria began her career at McKinsey.
Gloria lives in San Francisco, CA, with her husband and son. In her spare time, Gloria enjoys travel and time with her extended family of 100+ members, sharing great food and stimulating conversations.
October 19th 2021-
11.00am -11.45amB2B Innovation in bank payment products, including commercial cards
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Oscar J. Mangini
Global Product Management Head, TTS – Global Commercial Cards,
Citi
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Oscar J. Mangini
Global Product Management Head, TTS – Global Commercial Cards,
Citi
Oscar J. Mangini is the Global Head of Partnerships & Innovation for Commercial Cards, focused on sourcing and implementing partnerships, alliances and fintech relationships on behalf of Treasury & Trade Solutions (TTS) Commercial Cards in order to drive innovation and business growth; driving collaboration with the TTS Innovation Lab and other TTS product groups; developing strategic partnerships with Consumer Cards and the consumer cards market; and serving as Business Lead on client operations business transformation initiatives. Before joining the Commercial Cards team in November of 2018, Oscar led the BIN Sponsorship team that successfully transferred more than $700 million in prepaid card deposits and hundreds of programs to Wirecard AG as part of the sale of the Citi Prepaid Business. Previously, Oscar spent four years in Tokyo, first as Head of Cards Sales & Distribution and then as President and CEO of Citi Cards Japan, a $500 million business, where he led a team of more than 750 employees in growing the consumer cards business and preparing it for sale to Sumitomo Mitsui Trust Bank. Prior to Japan, Oscar spent five years in Seoul, South Korea as Head of the Consumer Cards Product & Portfolio Division, focused on developing and successfully launching several card products following a cards platform migration. He began his career at Citi with the Global Cards team, identifying, developing and launching multi-country card partnerships outside the US. Prior to Citi, Oscar worked at MasterCard, where he focused on growing the payments business throughout Latin America, the Caribbean and other regions, including an expatriate assignment in Mexico City. He holds a BA from Rice University, MBA from NYU Stern, and an International Management Certificate from Hautes Etudes Commerciales in France. Oscar grew up in Argentina and speaks fluent Spanish, and is proficient in French.
October 19th 2021-
11.00am -11.45amB2B Innovation in bank payment products, including commercial cards
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Brian Tomkins
Managing Director, Global Head of Commercial Cards, Global Liquidity & Cash Management,
HSBC
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Brian Tomkins
Managing Director, Global Head of Commercial Cards, Global Liquidity & Cash Management,
HSBC
Brian Tomkins is European Head of Corporate Cards for HSBC’s Global Payment and Cash Management Group. He leads the European strategy, development and commercialisation for the full suite of Corporate Card Products and solutions. Prior to joining HSBC, Brian was Vice President of Commercial Cards for Citibank’s Treasury and Trade Solutions business, where he was responsible for the Product Strategy & Development of Business to Business Commercial Card Payment Solutions. He started his career with Diners Club International and subsequently spent 15 years with Citibank. During his tenure at Citibank, he held numerous management positions in the Consumer and Commercial Card divisions, including Operations, Customer Service, Project and Product Management and spent several years working internationally.
October 19th 2021-
11.00am -11.45amB2B Innovation in bank payment products, including commercial cards
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Community wins
In this engaging session we hear how success is directly related to the depth of your community, and how we must focus on working together with allies, friends, colleagues, neighbors, and even rivals to achieve successful outcomes. We hear examples across sectors on how working together dramatically increases positive outcomes for all. Key session takeaways include team building and how to evaluate outcomes, and the principles of authentic community and how to apply these concepts professionally.
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Sam Davidson
CEO,
BATCH
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Sam Davidson
CEO,
BATCH
Sam Davidson has a passion for taking ideas and turning them into reality. As such, entrepreneurship has been a perfect career fit for him, a journey he began over 15 years ago. He is currently the CEO of Batch, a company he co-founded in 2013.
In 2006, Sam co-founded Cool People Care, which connected people online (in a world before Twitter and Instagram) who wanted to make a difference with nonprofit organizations who badly needed new members, volunteers, donors, and supporters. In 2009, Cool People Care was named a “Top 10 social network for generation Y” by Mashable. Now, Cool People Care has grown a loyal following and leveraged its brand and reach to provide a line of inspirational merchandise that raises money and awareness for the world most important causes. With over 20 designs, Cool People Care makes a donation to a cause linked with each shirt it sells. You can find their line of apparel in select stores, as well as directly on its website. To date, Cool People Care has donated over $125,000 to some of the most important causes of the world.
More recently, in 2013, Davidson co-founded Batch, a gift company whose unique offerings allows customers and companies to experience a taste of iconic cities. Overseeing the company’s rapid and strategic growth as CEO, Davidson helped Batch cross the $1 million annual revenue mark in less than two years while raising outside investment capital. Top-line revenue and bottom-line profit have grown annually, while helping support the small businesses of over 400 entrepreneurs and small businesses nation-wide. Batch is headquartered in Nashville, and offers gifts from all across America. He is also a co-founder of The Small Business Pledge.
At Batch, Sam has twice been named a “Most Admired CEO” by the Nashville Business Journal, and the company has been featured in local and national media.
These experiences inform Sam’s work (when he’s not starting a new company) related to entrepreneurship and leadership. Hearing the stories of other entrepreneurs – and living the entrepreneurial story himself – he has a keen insight into what it takes to generate an idea and then bring it to reality. He has a deep passion to see small businesses succeed and wants to help small business owners make the most of their leadership journey. His regular writing and weekly email are just some ways he does this.
Davidson has been quoted and featured in media outlets ranging from USA Today, NPR, Inc. and Southern Living, among others. He frequently speaks to audiences ranging from large corporate conferences to college events, sharing his messages related to leadership and entrepreneurship in an effort to help his audiences understand what it takes to turn an idea into something real. Learn more about Davidson’s keynote speeches and his past appearances on his speaking page.
He lives in Nashville, TN, spending as much free time as possible with his family.
October 19th 2021-
01.00pm -01.45pmCommunity wins
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Sarah Pew
Global Head of Visa Business Solutions Events and Advocacy,
Visa
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Sarah Pew
Global Head of Visa Business Solutions Events and Advocacy,
Visa
Sarah Pew leads global Events and Advocacy 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. In this role, Sarah is responsible for activating and elevating the Visa Business Solutions narrative through global events and conferences, client engagements and thought leadership programs. Sarah also leads small business advocacy initiatives, driving Visa’s ongoing support for and commitment to small businesses.
Since joining Visa in 2011, Sarah has held a number of positions in corporate communications, marketing, and merchant sales. She has led a number of cross-functional initiatives to support large and small business including development of merchant co-marketing campaigns, serving as the small/large business lead for the U.S. migration to EMV/chip technology, and developing contactless and other point-of-sale acceptance branding initiatives. Prior to the marketing organization, Sarah led the global corporate communications team responsible for Product and Brand & Sponsorships public relations, including the 2014 Winter Olympics in Sochi.
Prior to Visa, Sarah led small business corporate communications for Wells Fargo Bank for eight years. She also held other marketing and advertising positions primarily in the financial services segment.
Sarah holds a Master’s degree in Entrepreneurship and Marketing from San Francisco State University and a Bachelor’s degree in Public Relations from San Diego State University. She lives in Pacifica, California with her husband and two furry felines, Maybe and Wags.
October 19th 2021-
01.00pm -01.45pmCommunity wins
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Solving corporate payment systems challenges: case studies
For many companies the pandemic period gave rise to the opportunity to evaluate corporate payment systems and move to new digital practices. In this session we hear from companies that overcame obstacles to innovation and implementation of business solutions and developed a business case for payment system improvement. Critically we evaluate interoperability with legacy ERP and TMS systems, APIs and out of the box solutions, including card solutions, and the benefits to payment operations.
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Christopher Johnson
SVP and President, Financial Services,
Pitney Bowes
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Christopher Johnson
SVP and President, Financial Services,
Pitney Bowes
As the leader of Financial Services, Chris has accountability for all aspects of the business including strategy, growth and operations. This includes strategic analysis in global markets, assessing current capabilities against future opportunities, determining priorities for investment, organizational development and business culture. In this role he is also responsible for payments and shipping finance for the enterprise.
Chris has held multiple business leadership and C-level roles at leading companies and has a proven track record of developing effective business strategies to accelerate growth. Prior to joining Pitney Bowes in April of 2016, he was President, Terex Financial Services, a global captive financial services company with multi-billion dollar assets under management in over 30 countries. Before that, Chris spent 15 years with GE in both the industrial and financial segments of their business. For 11 years of his tenure, he was with GE Capital holding a number of executive leadership positions in their international commercial and consumer banking organizations. Most notably he was Managing Director, GE Capital and Head of Trade and Supply Chain Finance. Prior to GE, he also held M&A, corporate and business development roles of increasing responsibility at Lincoln Financial Group and Markowitz & McNaughton.
Chris has a BA from Georgetown University. He also completed the executive professional development series at GE’s Jack Welch Executive Leadership Institute.October 19th 2021-
03.15pm -04.00pmSolving corporate payment systems challenges: case studies
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Lewis Jones
Head of Treasury Operations and Payroll,
The AA
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Lewis Jones
Head of Treasury Operations and Payroll,
The AA
October 19th 2021-
03.15pm -04.00pmSolving corporate payment systems challenges: case studies
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Pritesh Shah
Business & IT Transformation Programme Director,
Greenheys Consulting
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Pritesh Shah
Business & IT Transformation Programme Director,
Greenheys Consulting
An experienced and delivery focussed Programme Director / Business Transformation Lead, with an excellent track record in creating strategic initiatives, delivering complex enterprise-level solutions and directing day-to-day operations within business-as-usual and transformation programmes both within the public and private sector.
October 19th 2021-
03.15pm -04.00pmSolving corporate payment systems challenges: case studies
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Moving towards sustainable practices in payments to align with ESG objectives
ESG has become a central pillar of corporate governance as companies seek to ensure that their activities in production and supply chain sourcing and distribution are ethical and sustainable. In this session, we identify best practices in sustainability and their applications in the payments ecosystem, look at the practical steps towards ‘net zero’ and lower carbon footprints that companies in the payments ecosystem face, and consider how to embed ESG practices to meet corporate and investor sustainability requirements.
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Zachary Aron
US Banking & Capital Markets Payments Leader,
Deloitte Consulting
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Zachary Aron
US Banking & Capital Markets Payments Leader,
Deloitte Consulting
Mr. Aron is Deloitte’s Global and U.S. Payments Leader He has over 27 years of experience, specializing in providing business strategy, operations and technology solutions to payments clients. His focus areas include corporate payments, credit and debit cards, alternative payments, online lending, payment networks and treasury management with expertise in the development and rollout of new business lines, products, services and associated operating models both in the U.S. and Internationally. Mr. Aron has partnered with financial institutions, merchants, networks and FinTech payments providers to develop new payments-related product and service strategies using emerging technologies or new acquisitions. Mr. Aron has been a guest speaker at numerous industry conferences and client board and advisory meetings in subjects around the world. Mr. Aron has a B.A. in Political Science from the University of California, Los Angeles.
October 19th 2021 -
Adam Jones
SVP – T&E,
Mastercard
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Adam Jones
SVP – T&E,
Mastercard
October 19th 2021 -
Kasia Szymanska
VP – Corporate & Digital Travel Product,
Citi
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Kasia Szymanska
VP – Corporate & Digital Travel Product,
Citi
Kasia is based in New York and is responsible for Citi’s Commercial Cards travel payments and partnerships strategy focusing on digital innovation and ESG partnerships. Kasia is in charge of designing and launching modern travel focused solutions by enhancing digital user experience and embedding ESGs focused initiatives.
She joined Citi in 2012 in Warsaw, Poland, and held a variety of roles in the commercial cards space both in Europe and North America. She held product, operations, market management and client relationship roles supporting Fortune 500 clients globally.
Kasia holds two Masters of Arts degrees from the University of Warsaw in English Studies and in Italian Studies and a certificate program from the New York University in Fintech.
October 19th 2021
Summary & close of Day 1
Welcome to Day 2
Fintech markets: innovation and investment in new payment solutions
Investment in payment companies is daily news and the vast expansion of the fintech market, driven by technological innovation and open banking regulation, has accelerated competition in the B2B payments and cards markets. In this session we identify the new rapid growth fintechs and unicorns poised for direct listings or IPOs and ready to challenge big tech, take the temperature of investor sentiment for elevated funding rounds, examine the activities of tech companies swooping on startups and incubating and launching new payment products, and assess how fintechs disintermediating and reinventing card markets.
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Matt Harris
Partner,
Bain Capital Ventures
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Matt Harris
Partner,
Bain Capital Ventures
Matt is a Partner at Bain Capital Ventures in New York City and focuses on investments in financial technology. He sees a huge amount of revenue, profit and market cap shifting from regulated financial institutions to entrepreneur-led insurgents, across payments, lending, capital markets, real estate and insurance. More ramblings on these topics can be found at https://medium.com/@mattcharris. Matt started his investing career at Bain Capital private equity in 1995, having worked previously at Bain & Company, and attended Williams College, where he majored in political economy (with a minor in rugby). In 2000, Matt founded Village Ventures, which he ran for 12 years and where he focused on early-stage fintech investing. In 2012 he rejoined Bain Capital Ventures.
Outside of work, Matt enjoys spending any free moments with his wife, Jessica, and their six children. Matt is the former Chair of the Board of the Williamstown Theatre Festival, a regional theater associated with Williams College. He is also a board member at Endeavor, an organization leading the global movement to catalyze long-term economic growth by selecting, mentoring and accelerating the best high-impact entrepreneurs around the world, as well as the boards of Greater NY and the Partnership Fund for New York City. He is obsessed with military history, and some day will write a book connecting the strategy and tactics of insurgency with what he has learned about entrepreneurship.
October 20th 2021-
09.00am -09.30amFintech markets: innovation and investment in new payment solutions
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Middle East & Africa think tank
Live 9:40am ET, 5:40pm GST
Regulatory developments in specific jurisdictions
Economic trends post pandemic and impacts on B2B payment markets
Innovation in local fintech markets
Developments in payment ecosystems in major regional economies
Intra regional cross border payment flows and trends
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James Adams
Group Head of Treasury,
Chalhoub Group
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James Adams
Group Head of Treasury,
Chalhoub Group
James is the Group Treasurer at Chalhoub Group; the leading partner for luxury across the Middle East, expert in retail, distribution and marketing services. He is responsible for all aspects of Treasury and has led several projects to establish the function within the firm.
Prior to joining Chalhoub in 2014, James was a Senior Manager in the Deloitte Treasury Advisory team based in London. He has worked with a variety of companies in the UK, Europe, Middle East, North America, Russia and Asia. His particular areas of interest are Treasury Systems, Risk Management and Treasury Strategy.
James is a Fellow of the Association of Corporate Treasurers and a Chartered Management Accountant. He studied at Royal Holloway, University of London, where he completed a BSc in Economics and MSc in Financial and Industrial Economics.
October 20th 2021-
09.40am -10.20amMiddle East & Africa think tank
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Virginia Reinecke
VP, Commercial Product Lead,
Mastercard
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Virginia Reinecke
VP, Commercial Product Lead,
Mastercard
Virginia Reinecke is Vice President of Commercial Solutions at Mastercard. In this role, she is responsible for all of Mastercard’s products and programs in the Middle East Africa region targeted at business users – including Small and Medium Business (SMB) and Travel and Entertainment programs, virtual card solutions for Accounts Payables and the newest additional Mastercard Track a set of Business to Business products being rolled out in the region.
Before taking on her current role, Virginia served as Director of Commercial Solutions in South Africa, leading the same products and programs.
She has spent her career at the forefront of business payments in Product Development, Business Development and Implementation roles.
Virginia started her career at Westpac Bank in Australia, and is married with two children, and enjoys playing team sports.
Virginia joined Mastercard in 2013.
October 20th 2021-
09.40am -10.20amMiddle East & Africa think tank
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Kailash Nair
Regional Head of Commercial Cards, Middle East, North Africa and Turkey, Global Liquidity and Cash Management,
HSBC
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Kailash Nair
Regional Head of Commercial Cards, Middle East, North Africa and Turkey, Global Liquidity and Cash Management,
HSBC
Kailash Nair is the Regional Head for Commercial Card payment solutions for the Middle East, North Africa and Turkey. Primary responsibility includes driving the Commercial Card strategy across the MENA region, product management, change management, working with various payment partners to drive innovation. Kailash has 20 plus experience across various banking functions which includes fraud, operations, project management and card payments.
October 20th 2021-
09.40am -10.20amMiddle East & Africa think tank
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T&E Recovery: the rise and resurgence of travel
Travel is beginning to open up after the pandemic shutdown, with domestic business travel now picking up, and the anticipation that international travel business will grow at a slower pace due to covid restrictions, to reach pre-pandemic levels by the end of 2024. In a trillion-dollar market that is at the core of commercial card spend, the recovery of the T&E sector is critical to the growth and success of card issuers. Although this topic is ever-evolving, corporate end-users will offer their “in the trenches” perspective on recovery scenarios and verticals that have risen up whilst T&E has been in recovery. Insights include:
- • the cascading effect the return to travel has on corporations and the travel industry at large.
- • the complexities organizations and travellers are facing as the return to travel rises.
- • the evolution of card program structure: evaluating current processes and adapting for the future.
- • the industry-specific challenges program managers are facing and share lessons learned.
- • the alternate payment solutions an organization can explore to boost program spend.
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Diana Cotham
Manager, Global Corporate Credit Card Program,
Hewlett Packard Enterprise
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Diana Cotham
Manager, Global Corporate Credit Card Program,
Hewlett Packard Enterprise
Diana has managed HPE’s global corporate credit card program for the past 8 ½ years. The program includes the travel, purchasing, meeting and virtual cards and spans 53 countries. Her responsibilities include provider relationship, contract management, program strategy development and execution, compliance, operational process optimization, program expansion, benchmarking industry best practices and enhancing the employee experience.
She has been in the card industry for over 25 years and prior to joining HPE spent time as a commercial card account director with 2 different global card providers, managed accounts in the merchant payment processing space and spent 13 years as a state controller. Diana lives with her husband in the Dallas, Texas area.
October 20th 2021-
11.10am -11.50amT&E Recovery: the rise and resurgence of travel
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Ashok Shanmugam
Manager Travel, APAC & EMEA,
Juniper Networks
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Ashok Shanmugam
Manager Travel, APAC & EMEA,
Juniper Networks
I have had the learning experience for over 20 years and continue to do so in the Business Travel industry domain, started my career at the agency side for about 10 years and now with the corporate side managing travel and the card program for over 10 years, my journey has been very exciting given that we were the generation that witnessed and participated in the immense transformation of travel/card space with regard to technology adoption and advancements improving the end user-experience, I as an enabler find it enriching and exciting when new improvements to the travel program can be materialized which bring better user experience to our client (employee).
October 20th 2021-
11.10am -11.50amT&E Recovery: the rise and resurgence of travel
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Nag Muniswamy
Business Operations Analyst,
Juniper Networks
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Nag Muniswamy
Business Operations Analyst,
Juniper Networks
October 20th 2021-
11.10am -11.50amT&E Recovery: the rise and resurgence of travel
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Cross border payments and future market share
The opportunities for all businesses large and small to transact and make payments across borders in multiple currencies, driven by e-commerce, is manifest, and the rise of services to facilitate cross border payments is rapidly proliferating. In this session we scope out the scale and opportunity in cross border payments, identifying innovation and new solutions in the cross border and FX payments markets, and examine the future market share in payment modalities including wire, check, ACH, SWIFT, card and crypto.
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Nabil Manji
SVP Crypto,
Worldpay from FIS
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Nabil Manji
SVP Crypto,
Worldpay from FIS
Nabil Manji is currently Senior Vice President, Head of Crypto & Emerging Business at Worldpay from FIS (NYSE: FIS). Based in the UK, Nabil is responsible for Worldpay’s business with clients in the Cryptocurrency space and other emerging sectors. He is also responsible for Worldpay’s blockchain and digital asset strategy including partnerships, marketing, product roadmap, policy, and other related topics.
Previously, Nabil led Worldpay’s international expansion in EMEA as VP, Global Expansion and was a leader on Worldpay’s strategy team for its market-leading Global Enterprise eCommerce business unit. Prior to joining Worldpay in early 2019, Nabil was a member of the investment team at Sorenson Capital where he was actively involved in evaluating and executing private transactions totaling approximately ~$1B in aggregate value. Prior to Sorenson Capital, Nabil started his career as a management consultant with McKinsey & Company in the USA.
Nabil graduated summa cum laude, with honors, as the valedictorian of the business school at the University of Washington. He holds a Bachelor of Arts in Business Administration with a concentration in Accounting and was elected to Phi Beta Kappa and Beta Gamma Sigma.
October 20th 2021-
12.00pm -12.45pmCross border payments and future market share
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Wolfgang Bardorf
Group Treasurer,
Checkout.com
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Wolfgang Bardorf
Group Treasurer,
Checkout.com
Wolfgang Bardorf is currently SVP, Group Treasurer at Checkout.com and joined the company at the beginning of 2021. Based in the UK, he manages the global Treasury organisation focusing on the execution of all customer-related payment flows, the management of key financial risks, liquidity & capital management, funding and bank relationship management.
Previously, he was Group Head of Treasury at Revolut where he was responsible for defining and executing the Group’s Treasury Strategy, including its asset investments, capital and liquidity management, funding, and management of banking book risks. Before Revolut, he spent 7 years at Deutsche Bank in London as Global Head of Liquidity Methodologies and in Singapore as APAC Head of Liquidity Management & Funds Transfer Pricing and Treasurer for many countries in APAC. Prior to that, Wolfgang spent 10 years at Goldman Sachs across New York, London and Hong Kong with his last role as EMEA Bank Treasurer.
He received a Bachelor of Science in Computer Science from Brown University and an MBA from INSEAD.
October 20th 2021-
12.00pm -12.45pmCross border payments and future market share
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Europe think tank
Live 1:45pm ET, 6:45pm GMT
Regulatory developments in specific jurisdictions
Economic trends post pandemic and impacts on B2B payment markets
Innovation in local fintech markets
Developments in payment ecosystems in major regional economies
Intra regional cross border payment flows and trends
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David Harrison
Founder,
PaySavi
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David Harrison
Founder,
PaySavi
David has over 20 years’ experience in the payments industry and was previously with a major UK Commercial Card issuer before being asked to join Visa Europe. He has held a series of senior leadership positions including Head of Commercial Card Products, Head of Government Services, Head of European Market Development and Regulatory Workstream leader. David established PaySavi in 2018 to develop payment optimisation, data and business development solutions for service providers and their clients. Based in London, PaySavi provides access to experts in business development, proposition development, research and data architecture based in Europe and Asia Pacific. In addition to working with issuer, acquirer, fintech, government and end user clients, PaySavi works with regulators and business associations. Its sister company, SaviCom, provides advisory and implementation services on GDPR, PSD2 and IFR.
October 20th 2021-
01.00pm -01.45pmEurope think tank
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Brooke DiNatale
VP, Commercial Product Management, Europe, Mastercard
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Brooke DiNatale
VP, Commercial Product Management, Europe, Mastercard
October 20th 2021-
01.00pm -01.45pmEurope think tank
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Monica Monaco
Founder and Managing Director,
Trust EU Affairs
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Monica Monaco
Founder and Managing Director,
Trust EU Affairs
October 20th 2021-
01.00pm -01.45pmEurope think tank
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AP/AR: Invoice management by remote control
The shift in working patterns and practices created by remote working through the pandemic period has given rise to significant challenges in AP/AR processing where the handling of paper invoices has not been possible due to staff being away from offices and desk based systems. The rapid acceleration of digital processes in invoice management and the flourishing of cloud solutions in this space has now enabled banks and their clients to process payments and receivables seamlessly. In this session we look to the challenges for businesses adopting digital technologies and the solutions for digital AP projects.
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Joel Andersen
FSI Global Alliance Manager,
SAP Concur
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Joel Andersen
FSI Global Alliance Manager,
SAP Concur
Joel is passionate about delivering customer value to SAP Concur customers through innovative strategic partnerships. He has worked for SAP Concur for 6 years in various roles including Client Sales, Business Development, Leadership, and now Global Alliance Management of their Financial Service Partnerships. Prior to coming to SAP Concur Joel worked in the banking industry for 11 years. Before the pandemic, Joel worked from the SAP Concur office located in Minneapolis, MN; and as many can relate, he now works from home with his wife and two young children.
October 20th 2021-
03.00pm -03.45pmAP/AR: Invoice management by remote control
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Darren Blair
Head of B2B,
Conferma Pay
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Darren Blair
Head of B2B,
Conferma Pay
Darren has over 20 years industry experience across the UK, Europe and APAC. He spent 5 years at ANZ Bank specialising in commercial payments and leading ANZ’s commercial card and merchant acquiring sales teams across Australasia.
Darren joined Conferma Pay in 2016 from Mastercard where he was responsible for the management of key customer relationships with Mastercard commercial card issuers and related partners as well as supporting government and corporate customers directly.
As Head of B2B, Darren has global responsibility for card networks, issuers, purchasing platforms and acquirers who are looking to integrate and digitise their B2B payment flows.
October 20th 2021-
03.00pm -03.45pmAP/AR: Invoice management by remote control
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Cybersecurity: combating fraud and AML in B2B payments
Fraud is a costly drag on the card sector, currently estimated at US$7bn in 2021 exacerbated by the pandemic, and is a top issue of concern with end-users. Technology to combat fraud is ever-evolving, from the algorithms that detect unusual use, to tracking that maps payment patterns. How will the application of technologies in the anti-fraud market develop over the next year and what are the new technologies that will shut down cybercrime and boost user confidence? In this session, we hear from leading minds working with issuers to eliminate fraudulent activity in the B2B payments market.
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Ron Teicher
Founder/CEO,
EverC
X
Ron Teicher
Founder/CEO,
EverC
Ron Teicher is a payments industry pioneer and serves as the president at EverC. Ron co-founded and led EverC since its inception in 2015. Prior to EverC, Ron led the compliance security product at Watchfire (acquired by IBM).
October 20th 2021-
05.00pm -05.45pmCybersecurity: combating fraud and AML in B2B payments
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Summary & conference concludes
Registration & Networking Breakfast
Welcome address
Welcome networking
Connect at the welcome networking break. To kick off the event, all attendees will enjoy speed networking to make a quick and informal introduction to our partners.
Networking break
Commercial payment systems transformation for corporates
From a corporate perspective, the world of commercial payments can look like a confusing place, with a plethora of products and torrent of technologies available for business transactions, making the task of internal payments systems transformation as daunting as exciting. It might be tempting to just stick with checks, were it not for the benefits of virtual cards, AR/AP STP, APIs and technologies that improve internal cash management and liquidity. In this session, corporate payments leaders talk us through the steps they took to plan, resource and project manage payments transformation, in their business and how they measure the benefits.
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Manish Dhole
SVP – Commercial Cards Global Head of Networks & Strategic Partnerships,
Citi
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Manish Dhole
SVP – Commercial Cards Global Head of Networks & Strategic Partnerships,
Citi
October 18th 2022 -
Vivek Jha
Head of Commercial Card,
Truist
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Vivek Jha
Head of Commercial Card,
Truist
Vivek Jha is a Senior Vice President at Truist and is responsible for all aspects of the Commercial Card business that includes in-hand products & solutions set, commercial card virtual payments offerings, supplier onboarding, relationship management, rebate management, client onboarding & servicing, and overall strategy for the business to support middle market, large corporate and public sector Commercial Card customers. Vivek has been at Truist (through the BB&T & SunTrust merger) since 2018 where he briefly was the head of Treasury Solutions Product as well. He has played many roles in the payments industry for close to three decades as a developer, solutions architect, technology leader, management consultant, and senior advisor at some of the largest institutions globally. Vivek holds an engineering degree in Computer Science and M.B.A. Besides payments, he is passionate about food and photography and lives in Atlanta, GA.
October 18th 2022 -
Tim Ural
Vice President, Global B2B Expansion,
Visa Global Clients
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Tim Ural
Vice President, Global B2B Expansion,
Visa Global Clients
Tim Ural leads a division of the Global Clients Team and is responsible for the commercial payments strategy to optimize business-to-business payments flows in emerging and mature markets. Tim focuses on the ability to both partner and deliver unique commercial solutions and services for market segments including mid-market, wholesale travel, fleet/fuel and payables/receivables and emerging use cases.
Tim joined Visa in 2006, serving as a program manager for the small and mid-market market segment across information management products and services. In 2009, he moved into the Visa Commercial Products team, and over the past eleven years, has worked in product development, program management and sales/consulting capacity. Prior to joining Visa, Tim held positions in product management (IBM), launching business ventures in equities trading out of New York and San Francisco (Morgan Stanley), e-commerce (B2B, C2B, B2C) and supply chain management with Oracle – Applications, and Salesforce.com.
Tim holds a Bachelor of Science degree in Mathematics and Computer Science from Eckerd College and has a Master’s in Environmental Engineering at University of Florida, followed by graduate studies at Colombia Business School and Insead – Fair Process Leadership (France).
Tim and his family live in Marin County, California with his wife and three children.
October 18th 2022 -
Jim Foster
EVP, Payment Partners & FIs,
Corporate Spending Innovations
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Jim Foster
EVP, Payment Partners & FIs,
Corporate Spending Innovations
I am responsible for the business strategy, P&L and development of our partnerships with financial institutions, payment networks and processors and the profitable growth of this key CSI business vertical. In total, I have accrued over 30 years of experience in commercial payments space solutioning with financial institutions, fintech’s and global companies to optimize their business to business payments workflows through various leadership roles at Mastercard and earlier in my career at First Data.
October 18th 2022
Corporate case study: creating win-win for buyers and suppliers in digital payments
In this case-study panel, representatives from buyers and suppliers will talk about how they approached the transformation to digital payments. The discussion will cover how the right solutions can create a win-win for corporate buyers and suppliers on both sides of the AP and AR digital relationship.
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Nancy Butler
Director, Payment Optimization & Strategy,
BMO
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Nancy Butler
Director, Payment Optimization & Strategy,
BMO
Nancy Butler has over 30 years of experience in the commercial payments industry; including both Citigroup and BMO. Most of her career has been in leadership roles for Sales and Relationship Management with a focus on the global and large commercial card markets. For the past five years, she has been leading a team supporting BMO’s Payment Optimization initiative; focusing specifically on analyzing, strategizing and executing our client’s electronic payment initiatives for all markets in the U.S. and Canada. Outside of work, Nancy enjoys the great Colorado outdoors including golfing, hiking and traveling with her husband.
October 18th 2022 -
Brenda Crowder
Assistant Treasurer,
Ferguson
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Brenda Crowder
Assistant Treasurer,
Ferguson
Brenda is Assistant Treasurer of Ferguson Enterprises (ticker FERG). Ferguson is the nation’s largest wholesale distributor of plumbing, pipe valve and fittings, HVAC, waterworks and industrial products. Brenda joined Ferguson 23 years ago. She works closely with Ferguson’s e-Comm businesses and approximate 1,600 brick and mortar locations on cash management and treasury functions, including merchant processing. Brenda is a graduate of West Virginia University. Brenda holds CPA (non-active) and CTP designations.
October 18th 2022
Lunch & Networking
Breaking for the border: new dynamics products and pricing
Estimates vary but if the $40 trillion size of annual global B2B cross border payments transactions is accurate then the scale and scope of the market is gargantuan. Populated by a myriad of providers from banks to fintechs, to pop up kiosks, moving money across borders is a prolific payments marketplace. In this session we map the market for cross border payments, track the technologies that are changing transactions and processing, from SWIFT to virtual currencies, and the pricing and product trends in B2B cross border transactions, including shaping the next iteration of the market.
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Sayantan Chakraborty
Global Head of Cross Border Payments Product,
J.P. Morgan
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Sayantan Chakraborty
Global Head of Cross Border Payments Product,
J.P. Morgan
Sayantan Chakraborty leads the FX Payments Products for the Bank. In this role, he oversees the existing products & solutions and also leads all product development & innovation initiatives globally.
Sayantan joined the firm in 2021 from U.S. Bank where he was Head of
Product Management & Solutions Engineering for their Global Treasury Management business. In this role, Sayantan led his organization in being the first of two Banks to launch Real Time Payments in the United States. Sayantan was also responsible for launching several award winning new products during his tenure.Prior to joining U.S. Bank, Sayantan spent nearly 15 years at Citibank across India and the United States in a variety of leadership roles. In his last role at Citi, he served as the North America Head of Client Implementations with
responsibility for onboarding new business across Cash Management, FX Payments Commercial Cards and Trade franchises. In previous roles, he managed the Payments business for North America including all of domestic and cross border and FX payments products.Sayantan has previously served on the board of NACHA and has held advisory roles across many industry bodies.
Sayantan holds an MBA from the Indian Institute of Management, Lucknow and did his undergraduate training in Mechanical Engineering.
October 18th 2022 -
Susan Meyer
Vice President of Product Development, RTP®,
The Clearing House
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Susan Meyer
Vice President of Product Development, RTP®,
The Clearing House
Susan Meyer is VP of RTP® Product Development at TCH. She has 25+ years banking and payment system experience, ranging from banking operations to product management of payment applications.
She is currently responsible for product development of TCH RTP Network with a focus on the product direction of the RTP platform. Before joining TCH, Susan worked for FIS driving strategy and product for the US Real Time Payments under FIS’ Corporate Banking Solutions. Prior to FIS, she held a position with Fiserv with responsibility for product management of Fiserv’s Payment Outsourcing solutions. Susan also previously managed various payment operations at M&T Bank and First Niagara Bank, both located in Western New York.
Susan is graduate of Medaille College receiving an M.B.A.
October 18th 2022
Agenda splits into two tracks for the afternoon: Track 1 - Venture Room, Track 2 - Capital Room
Exploring flexibility in pricing commercial transactions
Typically a taboo topic, the evolving matrix of pricing in commercial payments, in the US and globally, is complex and is subject to varied regional regulations. In this session the panel will consider the factors that influence change in commercial pricing dynamics, the scope for flexibility acquirer fees and interchange, and the capacity for manoeuvre in negotiating pricing in commercial card transactions with merchants. The panel will also consider market drivers for change including price competition from fintechs and alternative payment methods, as well as ongoing regulatory reviews of interchange.
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Robin Boudsocq
Commercial cards, global B2B and ecommerce head, Citi TTS
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Robin Boudsocq
Commercial cards, global B2B and ecommerce head, Citi TTS
Robin is in charge of product strategy, partnerships, and commercialization, for Citi’s B2B Payments offering. He joined Citi at the start of 2020, as part of the Commercial Cards Division within Citi Treasury and Trade Solutions.
Robin has over 10 years of experience across multiple verticals of the Payments industry, including eCommerce, Purchasing and T&E. He has worked closely with the five main Payment Networks, supporting global credit, prepaid, and multi-currency programs.
Prior to joining Citi, Robin led the Payments division at Sabre, where he supported large travel intermediaries in optimizing cross-border supplier payments. He also held various Consulting positions across the Supply Chain, IT, and Utilities spaces, where he drove global M&A activities, and focused on optimizing top & bottom-line revenue for multinational corporations.
Robin holds a Master’s in Engineering from the University of Oxford. He is located in London, UK.
October 18th 2022 October 19th 2022 -
Zach Lynn
VP, Business Intelligence,
Boost Payment Solutions
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Zach Lynn
VP, Business Intelligence,
Boost Payment Solutions
Zach Lynn overseas Business Intelligence, Analytics and Sales Operations for Boost Payment Solutions. In this role he designs and distributes all internal and external business management reporting and has built tools for creating a data-driven customer sales and management experience. The Sales Operations team manages all aspects of lead analysis, distribution, and reporting.
Since 2006 Zach has worked in the Payments industry in various capacities. He began his career at First Annapolis Consulting, a management consulting firm focused on the payments industry. Zach was with Bank of America Merchant Services for seven years where he worked on the Corporate Strategy team and had roles overseeing Emerging Products, Third Party VAR Expansion, and led the organization’s international expansion into the Canadian market. Zach also worked at TransFirst, TSYS, and Global Payments in various capacities, including leading Sales Operations, Pricing, and most recently was VP of Business Intelligence & Analytics at Global Payments.
Zach has undergraduate degrees from the University of Maryland in Finance, International Business, and Logistics & Supply Chain Management and an MBA from Wake Forest University. He currently splits his time between Charlotte, NC and Miami, FL with his wife and two dogs.
October 18th 2022 -
Claire Seckinger
Director, Strategy and Planning, Global Commercial Products,
Mastercard
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Claire Seckinger
Director, Strategy and Planning, Global Commercial Products,
Mastercard
Claire Seckinger leads Mastercard’s Commercial interchange solutions for the North American Market. She brings seven of payments experience at Mastercard across business development, product strategy and product development, and six years of experience in management consulting at Booz Allen Hamilton. At Booz Allen, she was responsible for strategy and organizational design engagements with Department of Defense clients.
Claire has an MBA from George Washington University and an undergraduate degree from James Madison University.
October 18th 2022
Perfecting platforms and products in B2B payment markets
Double digit growth in B2B spending is driving new opportunities for payment platforms in flourishing B2B e-commerce marketplaces across the spectrum of market sectors. In this session we chart the rise of B2B commerce beyond the pandemic to the top of commercial payments spending and predict future growth trends. We also ask which payment platforms and technologies will win out in the fight for global B2B payments market share as the market powers forward.
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Brooke DiNatale
VP, European Commercial Products,
Mastercard
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Brooke DiNatale
VP, European Commercial Products,
Mastercard
Brooke DiNatale leads the European Commercial Solutions team for Mastercard, focused on Corporate products and sales. She is responsible for the development, launch and scale of T&E and B2B multi-rail payment solutions in the region. Brooke is based in London and a member of the Commercial Payments International European Advisory Board.
Prior to joining Mastercard, Brooke spent 10 years at American Express in London and NYC. Most recently she led the development and management of international loyalty solutions for Corporate Products. Brooke also held roles in global business transformation and global distribution partnerships with a focus on banks and travel agencies. She was previously director of finance for a satellite media company and spent several years as an investment banker.October 18th 2022 -
Racy Morgan
Head of Value Added Services, Payments & Commerce Solutions,
J.P. Morgan Payments
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Racy Morgan
Head of Value Added Services, Payments & Commerce Solutions,
J.P. Morgan Payments
Racy Morgan is the Head of Payments Value Added Services, within Payments & Commerce Solutions. Racy joined the firm in June 2020, and previously led the Payments Operations Strategy, Innovation & Digitalization team where she played a significant role in helping the organization shape its strategic direction and priorities.
Racy has been driving vision and setting the strategy to achieve solid results for many multi-national clients over the past 19 years, and came to the firm in June 2020 from Elavon (a subsidiary of U.S. Bank) where she served as the Chief Administrative Officer (CAO) and was responsible for developing, executing and measuring the internal vision, strategy and growth for the organization. She led cross-functional organizations including change and project, business intelligence, customer experience, continuous improvement, learning and development, employee engagement and internal communications. Prior to that, Racy was Head of Payments Strategy & Execution for U.S. Bank in Atlanta, GA. There, she focused on maximizing fee growth to complement lending and interest income businesses, accelerating payments strategy, reducing costs, and creating increased advantage with partners across Financial Institutions, Associations (Visa, Master Card) and Fin Techs.
In 2017, Racy was recognized as one of the Most Influential Women in Payments by PaymentsSource.
She earned her Bachelors of Engineering from BITS INDIA and her Master’s in Business Administration from Yale.
October 18th 2022
CBDCs, stablecoins and crypto: analysing commercial payment use cases
Crypto payments are on the rise, despite recent crypto heists and stablecoin collapses which have highlighted security vulnerabilities and volatility issues in virtual currencies. Whilst crypto divides opinion with affenciandos and detractors, regulators are now stepping in with moves to supervise markets. Biden’s executive order to review and regulate the crypto industry, together with the development of central digital currencies (CBDCs), signal a move to stabilise and secure digital dollars. In this session we ask what are the implications of crypto regulation for commercial payments and cross border transactions in B2B markets, and the use cases for CBDCs and their applications in commercial credit and lending markets, including card markets.
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Srinivas Rao Cheedella
President and Managing Director,
Natsoft
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Srinivas Rao Cheedella
President and Managing Director,
Natsoft
Srinivas (fondly known as Sri) at Natsoft Corporation, is currently the President and Managing Director. He is responsible for global sales, M&A and internal automation. Prior to Natsoft, Sri was for 7+ years Vice President (CFO) for India at ADP, a fortune 300 company with over $14 B in Revenues. ADP in India was then a 12,000 + people strong automation and captive back office. Sri was responsible for all of Finance, Tax, Procurement, Secretarial Practice, Corporate Financial Planning, and the Analytics. Sri spearheaded some key initiatives at ADP that involved automation of global compliance, hive offs and mergers. Sri is a Fellow of the Institute of Chartered Accountants of India (equivalent of CPA) and an Associate of the Institute of Cost and Management Accountants of India.
October 18th 2022 -
Mark Fernandes
Head of Crypto Product,
Checkout.com
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Mark Fernandes
Head of Crypto Product,
Checkout.com
October 18th 2022
ESG reporting for commercial payment providers
Banks and payment ecosystem partners are increasingly adopting ESG principles and practices. Whilst companies in the US currently have no mandatory requirement to report on ESG metrics, investors and clients are increasingly demanding ESG reporting in annual reports. The SEC is proposing mandatory climate disclosures, whilst in the EU ESG reporting is currently being legislated for. The panel will evaluate what can be done internally and externally in the commercial payments sector to deliver on ESG metrics, as well as embed sustainability, social responsibility and good governance policies and practises in business operations and products.
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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
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.
October 18th 2022 -
Rosemary Maloney
Manager,
Global Travel & Expense, Alteryx
X
Rosemary Maloney
Manager,
Global Travel & Expense, Alteryx
Rosemary Maloney is currently the Manager, Global Travel and Expense for Alteryx, Inc. Prior to Alteryx, she has worked at MSG, Sprinklr, Tapestry (Coach, Kate Spade and Stuart Weitzman Brands), Egencia, IAC and the United Nations. Rosemary has built her career through holistic travel program management – using data to optimize vendors and policy, develop and maintain vendor relationships, and partnering with internal organizations to ensure compliance and engagement with programs. Rosemary has a MBA from Fordham University and studied Communication and Business as an undergraduate at Ithaca College. Rosemary serves as the president of the New York City Business Travel Association and was elected to a 2 year term as president of the Chapter President’s Council of GBTA in 2021. She has been an active participant in the Ladders Mentorship Program and serves on their advisory board.
October 18th 2022
Networking break
Digitisation: Reducing checks in the payments ecosystem
Sixty-five percent of small- and mid-size businesses in the U.S. still use paper checks to manage their day-to-day payments. In a world where real-time payments are becoming the gold standard, many business owners stand to benefit from a more efficient way to manage their accounts. Check digitization, which enables business owners to make payments faster, more efficiently and more securely than ever before, is one such method. In this session we look at the development of a holistic digitisation approach, which starts with checks, and ends with a seamless integrated electronification process that reduces cost and labour for corporate end users. Beyond the mechanics, we examine the challenges businesses face as they transition from paper checks and what is required to enable the digitisation journey.
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Cindy O’Neill
President & GM, Biller Solutions,
BillGO
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Cindy O’Neill
President & GM, Biller Solutions,
BillGO
As President/GM of BillGO’s Biller Solutions Division, Cindy O’Neill has responsibility for the development and growth of the BillGO Exchange, which provides billers/suppliers access to the BillGO payments network, removing the friction associated with payment acceptance. Prior to joining BillGO, Ms O’Neill was the President of Priority Commercial Payments, responsible for architecting and delivering the Commercial Payments Exchange (CPX)® integrated payables platform and leading the Managed Services business. Ms. O’Neill spent 17 years in treasury management banking, holding leadership positions at Wells Fargo and Bank of America. Capitalizing on her deep understanding of the challenges large financial intuitions struggled with serving their global treasury clients, VISA appointed her as its Head of Global Product Management and Region Head of U.S. Commercial business. After 5 years at VISA, Ms. O’Neill transitioned to become EVP and General Manager at Electronic Funds Source leading the growth of its Commercial Payments business through its 2016 sale to Wright Express.
Ms. O’Neill has a Bachelors of Science degree from the University of Southern California and an Executive Certification from the Columbia Business School.October 18th 2022 -
Michael Reed
Division President, Payments,
Deluxe
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Michael Reed
Division President, Payments,
Deluxe
Michael Reed joined Deluxe Corporation in November 2019 as Division President, Payments and a member of the Executive Leadership team.
With more than 20 years of global experience leading customer-centric and scaled payments solutions, Michael comes to Deluxe from Barclays in London, where he served as managing director, global payment acceptance & product. While there, he managed payment acceptance and led digital transformation and international expansion initiatives designed to transform the customer experience and expand capabilities into new markets. Prior to joining Barclays, Michael spent eight years at Bank of America Merchant Services, most recently as managing director of its European division, where he was responsible for establishing cross-border solutions for clients.
Michael holds a degree in Business Administration from the University of New Orleans and also spent time in the Unites States Air Force as a Medical Service Specialist.October 18th 2022
The role of diversity and inclusion in building talent in teams
D&I
In a recent survey of FI CEOs, 85 percent polled agreed that promoting diversity and inclusion improves business performance. Promoting an inclusive culture where all can contribute allows diversity to flourish, banishes groupthink and reduces the echochamber. It also encourages innovation and improves products for diverse markets. D&I, in parallel with ESG initiatives, has in recent years risen to the top of the strategic agenda not just in HR, but in the CEOs office and across business. In this session, the panel will focus on the benefits of hiring diversity to promote inclusion, creativity and innovation in teams, consider strategies to attract and and build more diversity of talent in commercial teams and look at best practices in supporting the needs of a diverse team and encouraging their growth and success.
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Nicole Tackett
Head of CPTS Strategy and Commercial Card Solutions, DEI Champion,
U.S. Bank
X
Nicole Tackett
Head of CPTS Strategy and Commercial Card Solutions, DEI Champion,
U.S. Bank
As the Head of Product and Strategy, Nicole creates and executes integrated Business to Business payment strategies through both organic and in-organic growth opportunities. She also manages a diverse product portfolio that supports both Middle and Large Market customers which is complemented with the ideation and commercialization of new solutions. In addition, Nicole leads teams that focus on Lead Generation and Revenue Optimization strategies to deepen relationships with customers.
Prior to joining U.S. Bank, Nicole managed Global Product and Marketing at WEX Inc. leading the globalization of its commercial card product, building international brand awareness, creating lead generation strategies to sustain growth, and developing retention strategies for existing customers.
Nicole also worked at First Annapolis Consulting assisting with the management of client engagements which include strategy development for major card associations, merchant services providers, and banks; support on payments-oriented M&A transactions; and analysis on payments trends for industry-leading companies in Europe, India, Mexico, Canada, and the U.S.
Nicole earned a BBA from the University of Georgia and a MBA from the University of Maryland.October 18th 2022
Roundtables rotate
Summary
Reception and networking
Networking Breakfast
Welcome address
The rise and rise of virtual cards and their applications in commercial payments
VIRTUAL CARDS
Technology continues to transform cards from physical to virtual and with global virtual card transactions currently $320bn rising to projected $550bn by 2024 according to recent research, the market is receiving intense focus. In this product focussed session we examine the diversification of virtual products and use cases in B2B transactions across different verticals. We also assess the process of capturing virtual card use transaction data to understand spend/use trends in specific markets, and look at how virtual payment technologies will continue to evolve.
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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.
October 19th 2021-
10.00am -10.45amAccelerating digital B2B payments in supplier marketplaces
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09.05am -09.35amSimplifying the customer journey to unlock more payment volume
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Robin Boudsocq
Commercial cards, global B2B and ecommerce head, Citi TTS
X
Robin Boudsocq
Commercial cards, global B2B and ecommerce head, Citi TTS
Robin is in charge of product strategy, partnerships, and commercialization, for Citi’s B2B Payments offering. He joined Citi at the start of 2020, as part of the Commercial Cards Division within Citi Treasury and Trade Solutions.
Robin has over 10 years of experience across multiple verticals of the Payments industry, including eCommerce, Purchasing and T&E. He has worked closely with the five main Payment Networks, supporting global credit, prepaid, and multi-currency programs.
Prior to joining Citi, Robin led the Payments division at Sabre, where he supported large travel intermediaries in optimizing cross-border supplier payments. He also held various Consulting positions across the Supply Chain, IT, and Utilities spaces, where he drove global M&A activities, and focused on optimizing top & bottom-line revenue for multinational corporations.
Robin holds a Master’s in Engineering from the University of Oxford. He is located in London, UK.
October 18th 2022 October 19th 2022 -
David Trecker
SVP, B2B Payments,
Mastercard
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David Trecker
SVP, B2B Payments,
Mastercard
David Trecker is Senior Vice President of Business to Business (B2B) Payments at Mastercard. Responsibilities include leading In Control, Mastercard’s virtual card platform, and Track Business Payment Service, Mastercard’s multi-rail open-loop network to simplify and automate B2B payments. Prior to joining Mastercard, David held diverse leadership positions in Transaction Banking over 15 years. Most recently he was Supply Chain Finance Head at Bank of America; Before that, Global Venture Capital Lead for Citi Treasury & Trade Solutions. David is a member of the Commercial Payments International Global Advisory Board and an active contributor to the Global Supply Chain Finance Forum, a collaboration of leading industry associations to develop, publish and champion a set of commonly agreed market standards. David holds a Bachelor of Science in finance and legal studies from Indiana University and a Masters of Business Administration from The Wharton School of the University of Pennsylvania. He is based out of Mastercard’s world headquarters in Purchase, New York.
October 19th 2021-
10.00am -10.45amAccelerating digital B2B payments in supplier marketplaces
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Todd King
Vice President B2B Solutions,
TSYS, a Global Payments Company
X
Todd King
Vice President B2B Solutions,
TSYS, a Global Payments Company
As Vice President of B2B Solutions, Todd is responsible for developing the strategic vision and roadmap for product offerings across TSYS’ B2B segment.
A veteran of TSYS, Todd has also served as director of professional services, and as managing director of the company’s iSolutions line of business. Prior to joining TSYS, he spent 8 years with AOC Solutions as Chief Product Officer.
Todd holds a Bachelors of Business Administration from Columbus State University, a Masters of Science in Information Technology from Columbus State University and a Masters of Business Administration from Auburn University.
October 19th 2022
Networking break - sponsored by Dataflexnet
Lunch and networking
Evolution of and growth of embedded payments in B2B markets
Embedded payments are experiencing exponential growth and are predicted to reach $3.5trn in volumes by 2026. In this session we track the development of embedded payments and their impacts in B2B payment markets. We also take a look under the hood at embedded payments and the seamless integration of payment functionality within B2B applications, enabled by APIs, analyse the aggregation and use of payment data, and discuss the market implications of embedded payments for commercial card issuers going forward.
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Eric Spencer
Director, Commercial Card, Treasury & Trade Solutions,
Citi
X
Eric Spencer
Director, Commercial Card, Treasury & Trade Solutions,
Citi
Eric has a long history in the payments industry, serving in both Business Development and Product Management roles across Bank of America, JP Morgan, AirPlus, American Express and Citibank. His current focus is on leading efforts to provide card -based payment applications across ecommerce and embedded finance verticals. Eric holds a bachelor’s degree from St. Mary’s College of California and an MBA from Thunderbird School of Global Management. He’s a dual citizen of both the U.S. and the U.K. and worked extensively in both the North America and EMEA regions.
October 19th 2022 -
Angela Thresher
Senior Vice President – Head of Commercialization and Product Development,
U.S. Bank
X
Angela Thresher
Senior Vice President – Head of Commercialization and Product Development,
U.S. Bank
October 19th 2022
Optimising working capital management solutions for SMBs
Working capital solutions, designed to help businesses with short term liquidity, is a core growth area for commercial card products. In this lively session we identify the market need and demand for working capital solutions in the new economic environment and evaluate the spectrum of working capital payments solutions to optimise DPO/DSO for SMBs and how cards fit in the market. We also apply a technical lens to Understand how new tech, including AI, can help predict working capital flows and optimise liquidity for businesses.
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Christopher Johnson
SVP and President, Financial Services,
Pitney Bowes
X
Christopher Johnson
SVP and President, Financial Services,
Pitney Bowes
As the leader of Financial Services, Chris has accountability for all aspects of the business including strategy, growth and operations. This includes strategic analysis in global markets, assessing current capabilities against future opportunities, determining priorities for investment, organizational development and business culture. In this role he is also responsible for payments and shipping finance for the enterprise.
Chris has held multiple business leadership and C-level roles at leading companies and has a proven track record of developing effective business strategies to accelerate growth. Prior to joining Pitney Bowes in April of 2016, he was President, Terex Financial Services, a global captive financial services company with multi-billion dollar assets under management in over 30 countries. Before that, Chris spent 15 years with GE in both the industrial and financial segments of their business. For 11 years of his tenure, he was with GE Capital holding a number of executive leadership positions in their international commercial and consumer banking organizations. Most notably he was Managing Director, GE Capital and Head of Trade and Supply Chain Finance. Prior to GE, he also held M&A, corporate and business development roles of increasing responsibility at Lincoln Financial Group and Markowitz & McNaughton.
Chris has a BA from Georgetown University. He also completed the executive professional development series at GE’s Jack Welch Executive Leadership Institute.October 19th 2021-
03.15pm -04.00pmSolving corporate payment systems challenges: case studies
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Jennifer Kertes
Vice President, Treasury Solutions Commercial Card Account Manager,
Citizens
X
Jennifer Kertes
Vice President, Treasury Solutions Commercial Card Account Manager,
Citizens
Jennifer Kertes joined Citizens in 2020. She possesses a decade’s worth of Commercial Card experience to consult with clients and provide them with a strategic partnership that has a strong “customer first” focus, which has lead to her success within Citizen Commercial Card services. Jennifer is directly responsible for expanding the revenue stream from existing customer relationships, meeting growth goals, and providing clients with solutions to enhance their revenue share and increase their Working Capital. Jennifer is instrumental in identifying additional opportunities for Card spend while maintaining a focus on company specific policies and procedures. Jennifer also specializes in providing analytical services that result in effective recommendations that create a best in class card program.
October 19th 2022 -
Ginger Siegel
Head of Small Business, North America,
Mastercard
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Ginger Siegel
Head of Small Business, North America,
Mastercard
October 19th 2022
AP/AR automation: winning the market
With 30 million businesses in the US, each sending and receiving invoices, the market for AP software is enormous, yet full AP/AR automation is on a new level of transformation. Propelled by the processing challenges presented during lockdowns, the automation of AP/AR has now been prioritised by firms and is a focus of innovation in payment infrastructure. In this session we will demonstrate what AR/AR tech is in practice, how it can be applied in business, measuring the cost savings in AP/AR processes and scope the opportunity for market growth.
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Jim Walker
SVP Business Development,
BillGo
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Jim Walker
SVP Business Development,
BillGo
Jim is a recognized thought leader in B2B payments, supply chain financing, and healthcare. He is SVP of Business Development with BillGO, leading efforts to build their payments network for both consumers and businesses. As founder of Inworks Servicing, he led the formation, growth, and sale of the healthcare payments automation company to a private equity owned fintech. Jim has co-founded several other technology companies, including Medicinebow Technologies and Upright Systems, Inc. where he helped secure A-round funding prior to their sale. He served Intel as National Director of Channel Development.
October 19th 2022
Networking Break
Solutions to minimise financial crime risk in commercial payment operations
With global losses to card fraud in both consumer and commercial payments projected at $40bn annually, with third of losses occurring in the US, the imperatives to fight and scale back fraud crime are a vital and urgent priority for the payments industry. In this session we identify new and elevated risk in commercial payments ecosystems, including cybercrime, survey the latest initiatives of payment providers to improve security in payments infrastructure and evaluate solutions and best practice in combating financial crime.
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Deborah Kinsella
Director of Fraud,
Pitney Bowes
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Deborah Kinsella
Director of Fraud,
Pitney Bowes
Responsible for fraud at Pitney Bowes, Deborah has a reputation for getting things done and has a track record of working cross-functionally across multi-disciplined teams. Overseeing the fraud management strategy for both B2B merchant activity and The Pitney Bowes Bank, her team uses combinations of investigative case review and data analytics to minimize and manage the evolving risks to the business.
With over 10 years’ experience leading teams in the fraud, payments and compliance space in both merchant and processor organizations, Deborah is a champion of utilizing multi-skilled teams to overcome the developing threats facing the business day to day.
Deborah holds an MBA from GCD, and is based in Ireland.
October 19th 2022
Tracking investment in fintechs and commercial payments partnerships
Global venture capital investment in fintech reached a record $125bn in 2021, more than doubling 2020 figures and creating close to 200 unicorns with valuations in excess of $1bn. Take a deep dive into the investment trends and outlook for the B2B payments sector, scan the acquisitions, private equity and listings in commercial payment markets, take a look at incubator funding and accelerator lab development for digital products, and predict future investment trends. Take a snapshot of the current fintech payments ecosystem and the categories, markets and sectors they serve and ask what makes a good partnership for both financial institutions and fintechs alike.
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Matt Harris
Partner,
Bain Capital Ventures
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Matt Harris
Partner,
Bain Capital Ventures
Matt is a Partner at Bain Capital Ventures in New York City and focuses on investments in financial technology. He sees a huge amount of revenue, profit and market cap shifting from regulated financial institutions to entrepreneur-led insurgents, across payments, lending, capital markets, real estate and insurance. More ramblings on these topics can be found at https://medium.com/@mattcharris. Matt started his investing career at Bain Capital private equity in 1995, having worked previously at Bain & Company, and attended Williams College, where he majored in political economy (with a minor in rugby). In 2000, Matt founded Village Ventures, which he ran for 12 years and where he focused on early-stage fintech investing. In 2012 he rejoined Bain Capital Ventures.
Outside of work, Matt enjoys spending any free moments with his wife, Jessica, and their six children. Matt is the former Chair of the Board of the Williamstown Theatre Festival, a regional theater associated with Williams College. He is also a board member at Endeavor, an organization leading the global movement to catalyze long-term economic growth by selecting, mentoring and accelerating the best high-impact entrepreneurs around the world, as well as the boards of Greater NY and the Partnership Fund for New York City. He is obsessed with military history, and some day will write a book connecting the strategy and tactics of insurgency with what he has learned about entrepreneurship.
October 20th 2021-
09.00am -09.30amFintech markets: innovation and investment in new payment solutions
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Payments messaging: ISO 20022 migration and alternatives
Banks are now transitioning their payment systems to the new ISO 20022, the next global standard format for financial messaging, providing data rich transactions, ahead of the deadline of late 2022. Whilst some banks are already using the new standard, others are at the beginning of, or midway into their payments transformation journey. The process of transition, and the technology and resource investment required, is a challenge many banks are grappling with as they migrate from legacy systems.In this session we look at the benefits of migration to ISO 20022, why the process is necessary if not mandatory, and what is required to achieve successful implementation.
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Yuan Xie
Deputy Head of Information Technology Agricultural Bank of China,
New York Branch
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Yuan Xie
Deputy Head of Information Technology Agricultural Bank of China,
New York Branch
Yuan Xie is the Deputy Head of Information Technology of Agricultural Bank of China, New York Branch. Agricultural Bank of China is the largest of the four major state-run banks and also one of the largest banks in the world. The New York Branch is the only branch in the USA. She oversees the project management, compliance technology and data governance. Currently she works closely with the project and business team for the upcoming ISO 20022 upgrade.
As an IT specialist with more than ten years of experience in the banking industry, Yuan Xie has extensive experience on payment and banking systems, driving complex IT projects, ensuring technological compliance and governing the data program.
Prior to joining NYB in 2017, Yuan designed and developed core banking and payment systems at the Developing Centre of ABC. Yuan has a master degree from Dublin City University in Electronic Engineering. She loves dancing and snowboarding and lives in New Jersey.
October 19th 2022 -
Ciaran Byrne
Global Head of Clearing Transformation,
J.P. Morgan Payments
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Ciaran Byrne
Global Head of Clearing Transformation,
J.P. Morgan Payments
Ciarán Byrne is an Executive Director and Global Head of Clearing Transformation within J.P. Morgan Payments. In this role Ciarán is responsible for the execution of key strategic initiatives that evolve the Global Clearing product offering, future proof the business, and lay the foundation for long-term growth. Ciarán holds overall responsibility for the Global Implementation of ISO 20022 and through this program he manages a large group of global stakeholders across all areas of the Bank to drive towards this goal. Ciarán has over 15 years’ experience in Financial Services across Western Europe and North America. Prior to joining JP Morgan in 2021, Ciarán held a number of Leadership roles in Citibank including as Head of Market Management for Liquidity & Investments, International Franchise Management, Global Institutional Client Strategy Lead, Operations & Client Service Manager, & Product Manager for numerous products across Transaction Banking. Ciarán has an Executive MBA from the Dublin Institute of Technology, a BA in Finance & Accounting from the National College of Ireland, and currently resides in resides in New Jersey.
October 19th 2022
Summary and close
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 EconomistOctober 17th 2023-
08.50am -09.00amWelcome address
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09.00am -09.05amWelcome Address
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Panel Discussion: Landscape of payments: exploring trends, card vs. non-card payments, and the future of the market
In this panel discussion we will examine the trends shaping the payment industry and delve into the ongoing battle between card and non-card payment methods. Discover where the market is heading and gain insights into the evolution of payments, starting from traditional ACH solutions to the contemporary concept of payment orchestration. Explore the dynamic landscape of commercial payments, including the increasing utilization of QR codes and the significant rise of UPI-based transactions. It will give you an opportunity to stay ahead of the curve and understand the emerging trends and technologies that are revolutionizing the world of payments.
Networking break and coffee tables - sponsored by Inlogik
Panel Discussion part 2: Virtual cards
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Edward Galvin
VP, head of B2B commercial sales, Visa Business Solutions North America
X
Edward Galvin
VP, head of B2B commercial sales, Visa Business Solutions North America
Edward 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!
October 17th 2023-
10.50am -11.30amPanel Discussion part 2: Virtual cards
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Janet Guthrie
Head of global travel, product commercialization and Latin America local issuing, Bank of America
X
Janet Guthrie
Head of global travel, product commercialization and Latin America local issuing, Bank of America
JANET GUTHRIE heads up the Card and Comprehensive Payables team’s travel product strategy and local issuing partnerships in Latin America. She also leads efforts to launch and commercialize new card solutions to our corporate clients globally. Her focus is transforming the way clients and cardholders transact virtually and out in the world.
Janet leads a team of product professionals dedicated to providing innovation and market leadership to the dynamic commercial card environment. This team drives initiatives to help our clients optimize their travel spending while enjoying an experience tailored to today’s environment. The team is transforming the way people transact virtually and out in the “real” world.
Janet has devoted her career to the payments industry; connecting the realms of fintechs and financial institutions is a specialty. Imagining the role card payments play in environmental sustainability is what motivates her every day.
Prior to joining Bank of America, Janet managed prepaid products, directed business development and strategy, led a global account management team and launched online banking and bill payment systems for industry leaders (Mastercard, Visa, WageWorks, Brodia). She began her career at VeriFone, a maker of merchant credit card terminals still in use today.
She currently resides in San Francisco where she heads up LEAD for Women, one of Bank of America’s employee network groups. She is also a board committee member of ECS, the largest provider of essential services to people experiencing homelessness in San Francisco. In every season, she can be found in the mountains, hiking, skiing, or kayaking while she concocts the plot of the novel she will complete someday.
October 17th 2023-
10.50am -11.30amPanel Discussion part 2: Virtual cards
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Andrew Unwin
Product manager, Dataflexnet Limited
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Andrew Unwin
Product manager, Dataflexnet Limited
October 17th 2023-
10.50am -11.30amPanel Discussion part 2: Virtual cards
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Lunch and networking
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
X
Albert Bodine
Director of commercial and enterprise payments, Javelin Strategy and Research
October 17th 2023
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.
Management of salesforce for hybrid working
Innovation use cases-digital wallet and mobile payment
Panel Discussion: End User/Corporate Discussion on commercial payment systems transformation, experience and frictions through process digitisation
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Geisa Balla
Head of product, Customers Bank
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Geisa Balla
Head of product, Customers Bank
Geisa Balla has over 10 years of experience in the financial services industry and is currently Head of Product at Customers Bank, leading the bank’s product management team for digital banking, cash management, digital onboarding, payments, open finance, credit cards and fintech partnerships. Prior to Customers Bank, she was a Sr. Product Manager at American Express for the commercial Membership Rewards program, leading the product refresh and innovation. She also held roles in marketing at American Express across the small business and commercial segments. She holds a BA in International Studies from Michigan State University, and a JD from New York Law School.
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Greg Corkett
Chief financial officer, Glenwood Mason Supply Co
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Greg Corkett
Chief financial officer, Glenwood Mason Supply Co
How to drive innovation within the company
Panel Discussion: Embracing sustainability and ESG
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
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Chris Holmes
Senior vice president, KAE Consulting
Chris 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.
October 17th 2023-
04.10pm -04.45pmPanel Discussion: Embracing sustainability and ESG
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Lydie Charpin
VP, corporate travel and spend management products, Mastercard
X
Lydie Charpin
VP, corporate travel and spend management products, Mastercard
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.
October 17th 2023-
04.10pm -04.45pmPanel Discussion: Embracing sustainability and ESG
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Delphine Millot
SVP Sustainability and Advocacy, GBTA
X
Delphine Millot
SVP Sustainability and Advocacy, GBTA
October 17th 2023-
04.10pm -04.45pmPanel Discussion: Embracing sustainability and ESG
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Reception & Networking - sponsored by Emburse
Registration and networking breakfast
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
Independent Consultant, Payments
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Sanjib Banerjee
Independent Consultant, Payments
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.October 18th 2023 -
Lance Blockley
Managing director, The Initiatives Group
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Lance Blockley
Managing director, The Initiatives Group
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).
October 18th 2023 -
Max Savoie
Partner, Sidley Austin
X
Max Savoie
Partner, Sidley Austin
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).
October 18th 2023
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
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David Surratt
Director, Treasury, Sunbelt Rentals
X
David Surratt
Director, Treasury, Sunbelt Rentals
October 18th 2023 -
Jon Matthews
Manager, Accounts payable and enterprise Operation Procurement Services, Duke Energy
X
Jon Matthews
Manager, Accounts payable and enterprise Operation Procurement Services, Duke Energy
October 18th 2023
Networking break and coffee tables
Breakout rooms - this agenda now divides into 2 tracks
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
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Angelo Impoco
Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings
October 18th 2023-
01.30pm -02.00pmCorporate Travel: Gearing for post-pandemic resumption growth
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Alexander Olsen
Direct Global T&E Product Management,
Citi
X
Alexander Olsen
Direct Global T&E Product Management,
Citi
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.
October 18th 2023-
01.30pm -02.00pmCorporate Travel: Gearing for post-pandemic resumption growth
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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 -02.00pmCorporate Travel: Gearing for post-pandemic resumption growth
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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
X
Holly Tennent
Director, virtual payables and supplier strategy product manager
Bank of America
Holly Tennent is a Senior Product Manager responsible for B2B Payables Revenue Strategy & Growth at Bank of America. In her current role, she is focused on shaping the B2B card and payables solutions strategy including fintech partnerships, client enhancements, and supplier experience. Prior to her current role, Holly spearheaded a strategic initiative to reshape the Virtual Payables solution and Supplier Enablement structure to drive significant growth. Prior to joining BofA, she spent nine years at Bottomline Technologies, most recently in a solutions consultant capacity supporting BofA where she assisted clients with the functional and technical aspects of the Paymode-X solution. Holly believes in building lasting relationships and trusted partnerships, shown through her attention to detail and ongoing focus on the client experience
October 18th 2023 -
Rob Snyder
Director payments partners and FIs
Edenred Pay
X
Rob Snyder
Director payments partners and FIs
Edenred Pay
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.
October 18th 2023
SUMMARY & CLOSE
SUMMARY & CLOSE
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 EconomistOctober 17th 2023-
08.50am -09.00amWelcome address
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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.
October 19th 2021-
10.00am -10.45amAccelerating digital B2B payments in supplier marketplaces
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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
Innovation economy: Ecosystem, trends, and opportunities
This session will provide an in-depth overview of the innovation economy, explore the structure and influence of various participants within this dynamic landscape, delving into the innovation lifecycle from Series A to Series D funding stages. Additionally, we will analyze current investment trends and their value implications. The session will conclude with a Q&A segment, offering participants the opportunity to engage with experts and deepen their understanding of the innovation economy.
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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10.00am -10.40amBridging the buyer–supplier divide: commercial acceptance in focus
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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-
01.30pm -02.10pmRebate management and automation- tackling margin compression and market complexities in the US vs other geographies
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02.00pm -02.30pmVirtual cards evolution: use cases and market penetration
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03.30pm -04.10pmAgentic AI and intelligent payment automation
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11.40am -12.20pmAdvancing digital B2B acceptance: from barriers to solutions
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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-
02.40pm -03.10pmCase study presentation and Q&A: Brazil's PIX - a bold disruption in the payments industry
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09.30am -10.10amStrategic growth and resilience in global payments
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10.10am -10.50amCase studies: Embedded payments and workflow integration
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Networking break - sponsored by Discover Global Network
Case study: Leveraging digital tools, Gen AI and ML for B2B payment efficiency
Discover how digital tools and innovations can enhance the B2B payment processes. Examining how AI, including Gen AI and ML is transforming payments and business processes. Impact on commercial payment ecosystem. How to integrated AI in safe, meaningful and profitable ways.
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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Innovation awards
Innovation awards announcement voted by the CPI audience
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
Summary and wrap up
Summary and Close
Registration and networking breakfast
Welcome address
The global mega-trends shaping commercial payments
This session will deliver a strategic overview of the economic, regulatory, and technological forces reshaping B2B payments worldwide. From geopolitical risk to AI disruption, ESG, and inflationary pressures-this opening presentation will explore the major forces shaping the next decade of B2B payments. An economic outlook will help participants reframe risk, opportunity, and digital resilience in a volatile world.
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Dulguun Batbold
Senior economist
VisaX
Dulguun Batbold
Senior economist
VisaDulguun Batbold is a senior economist at Visa’s Business & Economic Insights team where he specializes in developing innovative ways of leveraging payment transaction data in economic and business analysis. Prior to joining Visa, Batbold worked for the Federal Reserve Bank of Minneapolis, studying the regional economy of the Ninth Federal Reserve District, and the shale energy activity in North Dakota in particular. Batbold’s professional experience also included work at multilateral organizations such as the World Bank and IMF. Batbold has an undergraduate degree in finance and economics from the University of Maryland and completed his PhD at the University of Minnesota.
November 18th 2025-
09.00am -09.30amThe global mega-trends shaping commercial payments
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Strategic growth and resilience in global payments
This forward-looking discussion will focus on where growth is actually happening in 2025. Panellists will highlight successful examples, main sectors driving expansion, and the factors encouraging adoption. The session will also explore what’s needed for sustained growth into 2026 and beyond, particularly in challenging or neglected markets.
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Sebastien Delasnerie
Executive vice president, commercial card
Mastercard
X
Sebastien Delasnerie
Executive vice president, commercial card
Mastercard
Sébastien Delasnerie, a senior executive in the B2B payment arena, is the global head of corporate card programs at Mastercard. He is responsible for developing, expanding and executing the B2B Corporate Card commercialization strategy for Mastercard. Leveraging 24 years of banking experience, Sébastien has consistently applied a client-centric strategic vision to articulate and deliver high impact revenue and profitability objectives. He holds a record of shaping and executing multiple high growth strategies and successfully leading cross-functional teams through transformational initiatives. Previously, Sébastien led the North America Commercial Cards business at Citi.
November 18th 2025-
09.30am -10.10amStrategic growth and resilience in global payments
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Marcos Gelfi
VP, commercial products, data and cardholder services
Discover Network and Diners Club InternationalX
Marcos Gelfi
VP, commercial products, data and cardholder services
Discover Network and Diners Club InternationalMarcos is an innovative leader, with more than 25 years’ experience leading Commercial payment solutions, product development strategies and business development teams.
He also has great international experience having worked in global and regional positions in the US, Europe, and Brazil.
November 18th 2025-
09.30am -10.10amStrategic growth and resilience in global payments
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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-
02.40pm -03.10pmCase study presentation and Q&A: Brazil's PIX - a bold disruption in the payments industry
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09.30am -10.10amStrategic growth and resilience in global payments
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10.10am -10.50amCase studies: Embedded payments and workflow integration
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Case studies: Embedded payments and workflow integration
Embedding payments directly into corporate systems is transforming efficiency. This session will address how ERP platforms and digital procurement tools are incorporating card rails natively, enabling frictionless transactions. We’ll examine live integrations, what’s working, and how embedded finance bridges buyer-supplier trust while helping corporates manage reconciliation, compliance, and funding efficiency.
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Lizzie Pine
Executive director, commercial card, product strategy & transformation
JPMorgan Chase & Co
X
Lizzie Pine
Executive director, commercial card, product strategy & transformation
JPMorgan Chase & Co
Lizzie leads the Commercial Banking Commercial Card product solutions, serving the Middle Market and corporate clients, from pre-profit startups to $2B-sized corporations. She has spent most of her career in strategy, consulting for Fortune 100 clients to venture-backed startups. She has led teams to define go-to-market strategies, create operating models, and ideate customer-centric offerings, among other functions. She received her MBA from Chicago Booth, and has been selected as one of 30 women future leaders in payments by Money 20/20 in 2021 and for ETA Transact’s Forty under 40 leaders of the payments industry in 2023.
November 18th 2025-
10.10am -10.50amCase studies: Embedded payments and workflow integration
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Stephanie Wilczewski
Director, payables product strategy and new initiatives
Bank of America
X
Stephanie Wilczewski
Director, payables product strategy and new initiatives
Bank of America
Stephanie Wilczewski is a Director and Senior Product Manager responsible for B2B Payables Fintech Partnership Strategy and New Initiatives within Bank of America’s Global Payment Solutions group. In this role, she spearheads the delivery of innovative solutions from ideation through to full go-to-market launch for the Intelligent Payables product suite. At Bank of America, Stephanie has also managed AP Automation Solutions, including launching an invoice to payment automation product for middle market clients. Prior to joining the bank, she worked at a Procure-to-Pay fintech in a variety of roles supporting bank-channel partnerships. Stephanie is tapped for her expertise on: fintechs and competitive landscape, the value of invoice automation as a launching pad for payments discussions, and consulting clients on rethinking how they manage their payments strategy. With her passion to share knowledge and develop those around her, Stephanie is sought after for sales and product trainings, client meetings, and industry webinars. Bridging the gap between business and technology, along with her commitment to innovation and client satisfaction, has been a driving force throughout her career.Stephanie is a graduate of the University of Alabama and received a certificate from Harvard’s Management Development Program. She resides in Charlotte, North Carolina, with her husband and two children.
November 18th 2025-
10.10am -10.50amCase studies: Embedded payments and workflow integration
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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-
02.40pm -03.10pmCase study presentation and Q&A: Brazil's PIX - a bold disruption in the payments industry
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09.30am -10.10amStrategic growth and resilience in global payments
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10.10am -10.50amCase studies: Embedded payments and workflow integration
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Networking break-sponsored by Inlogik
Breakout roundtables
Select one of the following roundtable discussions to attend
- Security and fraud
- Data and spend management
- Virtual cards in T&E
- Virtual cards in B2B
- Real-time payments led by Raj Singh, Director treasury product –head- payments & cards, First Citizens Bank
- AP/AR automation
- Travel and expense management with AI led by Patrick W. Diemer, Chairman, European business travel association and senior advisor, Arthur D. Little
- Rebate management
- Stablecoins
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Raj Singh
Director treasury product – head, payments & cards
First Citizens BankX
Raj Singh
Director treasury product – head, payments & cards
First Citizens BankNovember 18th 2025-
11.30am -12.30pmBreakout roundtables
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Patrick W. Diemer.
Chairman, European business travel association and senior advisor
Arthur D. LittleX
Patrick W. Diemer.
Chairman, European business travel association and senior advisor
Arthur D. LittlePatrick chairs the ‘European Network of Business Travel Association’, which is a non-for-profit membership organization.Patrick is active as independent consultant, board member, business angel, and investor in the travel & payments industry. Until 2019 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. In his career he worked in the USA, UK and Germany. 2017 and 2022 Patrick was named one of the ‘25 most influential’ by Business Travel News.
November 18th 2025-
11.30am -12.30pmBreakout roundtables
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Lunch and networking
Stop selling products - start owning the client’s cash flow problem
Let’s be honest, mid-market clients don’t wake up thinking about your treasury products. They wake up worrying about making payroll, paying suppliers, and having enough cash on hand to move fast when opportunity knocks. The best bankers already recognize this and have stopped leading with product pitches and started acting like cash flow strategists. In this session, we’ll dismantle the “sell what’s on the shelf” mindset and replace it with a relationship model built on orchestrating payment timing, methods, and supplier terms. Master this, and you’re not just another bank in their stack, you’re the financial partner they build their business around.
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Joey Raul
CRO
CodatX
Joey Raul
CRO
CodatJoey leads the commercial team at Codat, helping banks harness data and AI to better serve their clients. With 15+ years spanning PwC, Square, Orum, and Butter Payments, he’s scaled teams, driven $40M+ ARR, and built revenue engines from the ground up. He’s passionate about digital transformation, the evolving role of bankers in an AI-driven world, and creating teams where people thrive.
November 18th 2025-
01.30pm -02.00pmStop selling products - start owning the client’s cash flow problem
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Virtual cards evolution: use cases and market penetration
Virtual cards remain central to innovation in B2B payments. This session will showcase adoption trends across regions like Latin America and Europe, new verticals such as healthcare and marketing, and the expansion of mobile virtual cards. It will include firsthand issuer perspectives and practical insights into implementation challenges and success-particularly in areas with limited card infrastructure.
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Amy Horack
Director, head of global travel solutions and Latin America partner banks
Bank of AmericaX
Amy Horack
Director, head of global travel solutions and Latin America partner banks
Bank of AmericaNovember 18th 2025-
02.00pm -02.30pmVirtual cards evolution: use cases and market penetration
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Sergio Ortega González
Global cash management & commercial cards discipline leader
BBVAX
Sergio Ortega González
Global cash management & commercial cards discipline leader
BBVAResponsible for BBVA Commercial Cards solutions strategy enabling local, regional and global enterprises to homogeneously manage the expenses made with commercial cards in Europe & Latam. Sergio has 15+ years experience in Payments Systems, first in Spain (consumer issuing, acquiring and innovation) and since 2012 in global positions focused on commercial cards. Sergio has a Master Degree in Computer Science from Deusto University (Spain) and Aalborg University (Denmark). He also has a Executive MBA from Esade Business School (Spain).
November 18th 2025-
02.00pm -02.30pmVirtual cards evolution: use cases and market penetration
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Ross Withers
COO and CPO
InlogikX
Ross Withers
COO and CPO
InlogikRoss Withers is the Chief Operating Officer and Chief Product Officer at Inlogik, a global leader in commercial card and expense management solutions. With over 25 years of experience spanning software development, product innovation, and executive leadership, Ross has been instrumental in shaping platforms that empower banks and finance teams worldwide. He combines deep technical expertise with commercial insight to deliver secure, high-performing solutions that streamline operations, enhance compliance, and unlock new efficiencies for clients. His leadership drives innovation, strengthens customer partnerships, and ensures Inlogik remains at the forefront of financial technology.
November 18th 2025-
02.00pm -02.30pmVirtual cards evolution: use cases and market penetration
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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-
01.30pm -02.10pmRebate management and automation- tackling margin compression and market complexities in the US vs other geographies
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02.00pm -02.30pmVirtual cards evolution: use cases and market penetration
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03.30pm -04.10pmAgentic AI and intelligent payment automation
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11.40am -12.20pmAdvancing digital B2B acceptance: from barriers to solutions
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Turning payment data into strategic insights for clients
Clients want more than transactions-they want intelligence. This session will explore how issuers and networks are transforming payment data into value-added services, including forecasting, benchmarking, and recommendations
Networking break-sponsored by Discover
Agentic AI and intelligent payment automation
As agentic AI evolves, so does its impact on B2B payments. This discussion will explore how AI agents are now capable of booking business travel and making purchases autonomously. With growing reliance on digital assistants, we’ll discuss industry readiness, liability frameworks, tokenisation for secure delegation, and the connection between issuers, merchants and agents. Expect deep dives into market initiatives and implications for authentication, chargebacks, and more.
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Aditya Mehra
Senior architect machine learning
Bank of AmericaX
Aditya Mehra
Senior architect machine learning
Bank of AmericaNovember 18th 2025-
03.30pm -04.10pmAgentic AI and intelligent payment automation
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Ben Beery
Global product team
VisaX
Ben Beery
Global product team
VisaNovember 18th 2025-
03.30pm -04.10pmAgentic AI and intelligent payment automation
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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-
01.30pm -02.10pmRebate management and automation- tackling margin compression and market complexities in the US vs other geographies
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02.00pm -02.30pmVirtual cards evolution: use cases and market penetration
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03.30pm -04.10pmAgentic AI and intelligent payment automation
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11.40am -12.20pmAdvancing digital B2B acceptance: from barriers to solutions
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Innovation Showcase: Shaping the future of payment innovations
This session will spotlight emerging fintech companies driving innovation in the commercial payments space. It will also include a competition where participants can present their innovative solutions, with the audience voting to determine the winners.
Part 1: Fireside chat: Tech vision: where is payment tech really going?
Part 2: Innovation Showcase
Part 3: Innovation awards
Innovation awards announcement voted by the CPI audience
Moderated by
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Patrick W. Diemer
Chairman, European business travel association and senior advisor
Arthur D. LittleX
Patrick W. Diemer
Chairman, European business travel association and senior advisor
Arthur D. LittlePatrick chairs the ‘European Network of Business Travel Association’, which is a non-for-profit membership organization.Patrick is active as independent consultant, board member, business angel, and investor in the travel & payments industry. Until 2019 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. In his career he worked in the USA, UK and Germany. 2017 and 2022 Patrick was named one of the ‘25 most influential’ by Business Travel News.
November 18th 2025-
04.10pm -05.00pmInnovation Showcase: Shaping the future of payment innovations
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Networking reception sponsored by TreviPay
Registration and networking breakfast
Welcome address and recap of day 1
Discover Global Network Payments: State of the Union
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Laura Shelton
Director commercial payment products
Discover Network and Diners Club InternationalX
Laura Shelton
Director commercial payment products
Discover Network and Diners Club InternationalLaura has more than 10 years of experience in commercial payments and more than 15 years in the business travel industry. Currently Head of Commercial Products International with Discover Global Network, Laura leads of team of six product mangers delivering a portfolio of solutions including Virtual Card Number, Corporate Card, SMB, File Services and MIS Reporting. Innovation and market insight are at the core of Laura’s approach. Passionate about staying ahead of emerging trends to drive product strategy, Laura is driven by identifying new opportunities, translating insights, and breaking down complex products into simplified solutions, all with a focus on new product ideation and strategy.Laura holds a Master of Arts degree from New Mexico State University in Communication Studies with an emphasis in Intercultural Communication and is currently based in Minneapolis, Minnesota.
November 19th 2025-
09.00am -09.15amDiscover Global Network Payments: State of the Union
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Voice of the buyer panel: what corporates want from providers
In this panel, enterprise buyers share their candid views on pain points, wish lists, and innovation gaps. Learn about buyer expectations-whether it’s smarter onboarding, better UX, or embedded intelligence in payment workflows. The session will uncover what’s working and what’s not from the people who matter most: the clients.
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George Uko
Senior territory credit manager
X
George Uko
Senior territory credit manager
George has 20+ years of credit management experience in various positions. George currently works for Kubota Tractor Corporation as the Senior Territory Credit Manager. He has also worked with American Express, Commerce Bank, Bayer Animal Health, Thermo-Fisher and Staples. George’s background includes Fraud Management, Chargebacks, Cash Application, Credit, Collections, New Accounts, Reporting and Forecasting. George enjoys developing high-performing teams and utilizing AI technology.
He is a dedicated and proactive finance professional with a strong background in credit management and Fraud management. An ambitious and hardworking manager who draws upon a solid base of knowledge and experience to develop new strategies and policies. Collaborates with multiple levels of a company to learn and share best practices. With a process improvement oriented mindset, seeks ways to improve productivity and efficiency.
I was thinking of giving a presentation, or doing a presentation with Barb Carpenter and sitting on a panel.
November 19th 2025-
09.15am -10.00amVoice of the buyer panel: what corporates want from providers
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Moderated by
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Jeff Horowitz
Treasury Sources Group
X
Jeff Horowitz
Treasury Sources Group
November 19th 2025-
09.15am -10.00amVoice of the buyer panel: what corporates want from providers
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Bridging the buyer–supplier divide: commercial acceptance in focus
Supplier adoption remains fragmented despite advances in virtual card issuance. This session will explore what suppliers need, what’s missing, and how to better communicate value. The discussion will also highlight successful buyer-supplier partnerships and tools that streamline onboarding and support dual-sided enablement.
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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10.00am -10.40amBridging the buyer–supplier divide: commercial acceptance in focus
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Networking break
The CFO’s new playbook: digital payments and liquidity optimisation
Modern treasury is becoming a strategic hub for innovation. In this fireside chat, a CFO and banking partner will share how corporate finance leaders are driving digital adoption, embedding payment automation, and improving liquidity. From digitising AP/AR to real-time cash visibility, the session offers a tactical guide to payment transformation from the C-suite.
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Maria Line
Head of commercial card
FNBOX
Maria Line
Head of commercial card
FNBOMaria is the head of commercial card at FNBO, where she leads a dynamic team dedicated to optimizing commercial payments programs for organizations seeking to streamline their accounts payables processes, reduce risk and maximize cash flow. With a focus on creating a best-in-class customer experience, Maria collaborates closely with her team and FNBO professionals who share her commitment to excellence. Her approach is client-centric, ensuring that each engagement is tailored to meet the unique needs of FNBO’s diverse customer base. Maria’s expertise extends to portfolio management, where she oversees the strategic growth and sustainability of commercial payments portfolios, ensuring they align with the evolving needs of the market and FNBO’s clients. Before assuming her current role, Maria served as the head of account management at FNBO, where she honed her skills in client relationship management, portfolio oversight and delivering a successful commercial card strategy. Her extensive experience also includes roles overseeing supplier recruitment, strategy, and partnerships at leading financial institutions, where she was responsible for driving supplier engagement and creating mutually beneficial partnerships. Early in her career, Maria gained valuable experience in human resources and account payable, which has equipped her with a deep understanding of business operations and the ability to engage with clients of all sizes effectively. She holds a degree in Business Administration from the University of Arizona and is an active member of professional organizations such as NAPCP, AFP, and IOFM. Outside of work, Maria is passionate about spending quality time with her friends and family. She cherishes moments with loved ones. Maria also has a love for travel and enjoys capturing the beauty of new destinations through her camera lens.
November 19th 2025-
11.10am -11.40amThe CFO’s new playbook: digital payments and liquidity optimisation
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02.00pm -02.30pmBreaking the silos: best practices to accelerate card program growth
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Advancing digital B2B acceptance: from barriers to solutions
Real-world approaches to overcoming persistent acceptance challenges-and why collaboration across issuers, networks, fintechs, and acquirers is key.
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Paul Krumholz
US head of product management, NA commercial cards
HSBCX
Paul Krumholz
US head of product management, NA commercial cards
HSBCPaul 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.
November 19th 2025-
11.40am -12.20pmAdvancing digital B2B acceptance: from barriers to solutions
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Paul Uher
Managing director, segment executive merchant services – commercial and corporate banking
Wells FargoX
Paul Uher
Managing director, segment executive merchant services – commercial and corporate banking
Wells FargoPaul is a Managing Director and leads the merchant services business that supports the Commercial and Corporate Banking segments for Wells Fargo. He has responsibility for all aspects of the business segment, including financial performance, business development and relationship management.
Paul has been with Wells Fargo since 1998 in a variety of roles in the treasury and merchant services businesses.
Paul has his Master’s in Business Administration from Wake Forest University and Bachelor of Business Administration from Ohio University. He is also a Certified Treasury Professional and Certified Payments Professional.
November 19th 2025-
11.40am -12.20pmAdvancing digital B2B acceptance: from barriers to solutions
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Brian Marx
Senior director, global products and solutions
Visa Commercial SolutionsX
Brian Marx
Senior director, global products and solutions
Visa Commercial SolutionsBrian Marx has been part of the Visa team since December of 2019 and is the Sr. Director of Products and Solutions for B2B Acceptance.
In his current capacity, Brian is accountable for the vision, development and implementation of key Visa platforms that focus on improving the merchant card acceptance experience.
Prior to joining Visa, Brian spent 20 years with American Express serving in various product, sales and leadership roles across both the merchant acquiring and issuing businesses.
Brian has deep expertise in the order to cash discipline and addressing well known merchant pain points through technology and automation.
November 19th 2025-
11.40am -12.20pmAdvancing digital B2B acceptance: from barriers to solutions
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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-
01.30pm -02.10pmRebate management and automation- tackling margin compression and market complexities in the US vs other geographies
-
02.00pm -02.30pmVirtual cards evolution: use cases and market penetration
-
03.30pm -04.10pmAgentic AI and intelligent payment automation
-
11.40am -12.20pmAdvancing digital B2B acceptance: from barriers to solutions
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Lunch and networking
Bridging the gap: how banks, fintechs and businesses collaborate to transform B2B payments
As consumer expectations continue to shape the evolution of commercial and B2B payments, financial institutions and their partners must collaborate to meet the growing demand for seamless, consumer-like experiences. But when banks lack the technology to address these needs, where do they turn for solutions-and how does this impact the customer experience?
This session explores the critical role customers play in driving innovation, the partnerships that help banks bridge technology gaps, and the strategies for creating a unified, frictionless payment experience.
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Mary Joseph
Senior vice president, strategic investments
CitiX
Mary Joseph
Senior vice president, strategic investments
CitiMary Joseph is senior vice president of strategic investments at Citi, where she drives global investments in fintech and B2B SaaS startups for treasury and trade solutions. Previously, Mary honed her expertise in fintech M&A advisory within Citi’s Investment Banking group, and as an investor at Green House Capital, a venture capital firm investing in early-stage fintechs across Africa and the Middle East. Throughout her career spanning diverse roles and geographies, Mary has championed the growth and empowerment of early-stage companies reshaping the global fintech landscape, with a particular emphasis on emerging markets.
November 19th 2025 -
Eric Frankovic
President
WEX Corporate PaymentsX
Eric Frankovic
President
WEX Corporate PaymentsNovember 19th 2025
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-
02.40pm -03.10pmCase study presentation and Q&A: Brazil's PIX - a bold disruption in the payments industry
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09.30am -10.10amStrategic growth and resilience in global payments
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10.10am -10.50amCase studies: Embedded payments and workflow integration
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Breaking the silos: best practices to accelerate card program growth
Internal inefficiencies can stall even the most promising commercial card programs. This session will explore how banks can accelerate growth by streamlining internal operations-specifically improving coordination between credit, compliance and payments teams during customer onboarding. Focus on how to reduce friction, minimise handoffs, and create a seamless, speed to spend scalable experience that drives faster implementation and stronger client satisfaction
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Maria Line
Head of commercial card
FNBOX
Maria Line
Head of commercial card
FNBOMaria is the head of commercial card at FNBO, where she leads a dynamic team dedicated to optimizing commercial payments programs for organizations seeking to streamline their accounts payables processes, reduce risk and maximize cash flow. With a focus on creating a best-in-class customer experience, Maria collaborates closely with her team and FNBO professionals who share her commitment to excellence. Her approach is client-centric, ensuring that each engagement is tailored to meet the unique needs of FNBO’s diverse customer base. Maria’s expertise extends to portfolio management, where she oversees the strategic growth and sustainability of commercial payments portfolios, ensuring they align with the evolving needs of the market and FNBO’s clients. Before assuming her current role, Maria served as the head of account management at FNBO, where she honed her skills in client relationship management, portfolio oversight and delivering a successful commercial card strategy. Her extensive experience also includes roles overseeing supplier recruitment, strategy, and partnerships at leading financial institutions, where she was responsible for driving supplier engagement and creating mutually beneficial partnerships. Early in her career, Maria gained valuable experience in human resources and account payable, which has equipped her with a deep understanding of business operations and the ability to engage with clients of all sizes effectively. She holds a degree in Business Administration from the University of Arizona and is an active member of professional organizations such as NAPCP, AFP, and IOFM. Outside of work, Maria is passionate about spending quality time with her friends and family. She cherishes moments with loved ones. Maria also has a love for travel and enjoys capturing the beauty of new destinations through her camera lens.
November 19th 2025-
11.10am -11.40amThe CFO’s new playbook: digital payments and liquidity optimisation
-
02.00pm -02.30pmBreaking the silos: best practices to accelerate card program growth
-
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-
02.40pm -03.10pmCase study presentation and Q&A: Brazil's PIX - a bold disruption in the payments industry
-
09.30am -10.10amStrategic growth and resilience in global payments
-
10.10am -10.50amCase studies: Embedded payments and workflow integration
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Leaders’ panel: Building the payments organisation of the future
How are banks evolving their structures and governance models to meet customer needs? This leadership panel brings together SVPs and Global heads of payments from leading banks to explore organisational agility, collaboration across function, talent strategies, and adapting operations to fast-changing demand. The session will explore how these innovative institutions are aligning their strategies around flexibility, use of AI, resilience, and growth.
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Tammy Trilli
SVP, head of commercial payments
FNBOX
Tammy Trilli
SVP, head of commercial payments
FNBONovember 19th 2025-
02.30pm -03.00pmLeaders’ panel: Building the payments organisation of the future
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Tony Yazzolino
Senior vice president, commercial card and merchant director
Umpqua BankX
Tony Yazzolino
Senior vice president, commercial card and merchant director
Umpqua BankTony leads the Umpqua Bank Commercial Card sales, support, and supplier enablement teams as well as our merchant services partnership with WorldPay. Tony also co-leads Umpqua Bank’s cross functional payments council to help explore new and developing consumer and business payments. Tony came to Umpqua Bank through the Sterling Bank merger in 2014 and has been with the combined companies since 2004 leading and growing the bank’s card based payments business. Tony began his career in 1992 with West One Bank and has held various roles at US Bank, Wells Fargo, and local community banks and has 25+ years of experience in payments, cards, and acquiring business lines. A graduate of University of Oregon, Northwest Intermediate Banking School, and the ABA School of Bankcard Management, Tony lives in Portland Oregon with his wife and 3 daughters. He serves as Treasurer of Eastside Portland Lacrosse, coaches youth volleyball and is an avid Oregon Ducks fan.
November 19th 2025-
02.30pm -03.00pmLeaders’ panel: Building the payments organisation of the future
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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 2025-
02.30pm -03.00pmLeaders’ panel: Building the payments organisation of the future
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