
The leading event focusing on commercial card and B2B payments
October 2024 | NYC
#CPIGlobal
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0 +commercial card & payments professionals
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0 +industry-leading speakers
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0 +timely sessions & case studies
Powering the future - cutting-edge payment models and advanced technologies
The commercial payments industry is experiencing a surge of innovation as the global economy expands and enters a new phase of growth. Payment products are adapting to meet the evolving requirements and trends in commercial transactions. Through the driving force of technological advancements, a collaborative effort between fintech companies, banks, end-users and corporations is shaping an ecosystem that benefits everyone involved. However, market volatility and inflationary pressures introduce uncertainties, and risks persist in terms of security, fraud, and data protection.
The conference explored how the commercial payments industry is preparing for growth by embracing innovation. It highlighted the development of solutions that address the immediate needs of businesses in managing risks and improving efficiencies in B2B transactions and examine the next generation of payment models and latest technology.
On October 17th-18th in New York, CPI welcomed over 200+ leading commercial card, B2B payment professionals, fintechs, banks and corporates to explore the next generation of payment models and latest technologies.
B2B payment and commercial card experts that led the 2023 conversation:
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View profile Albert Bodine
Director of commercial and enterprise payments, Javelin Strategy and Research
XAlbert Bodine
Director of commercial and enterprise payments, Javelin Strategy and Research
October 17th 2023 -
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Sergio Ortega González
Global cash management discipline leader, BBVA
October 19th 2021-
05:15pm -6:00pmGlobal travel - the product perspective
Sergio Ortega is responsible for BBVA Pivot Commercial Cards solution development enabling local, regional and global enterprises to homogeneously manage the expenses made with commercial cards in BBVA footprint (Europe & LAC). Sergio has more than 15 years of experience in Payments Systems, first in BBVA Spain (consumer issuing, acquiring and innovation) and since 2012 in global positions focused on commercial cards. He is leading BBVA Pivot Commercial Card solution business line development from scratch following design thinking & agile methodologies, coordinating cross-functional local, global, business & IT teams. Sergio has a Master Degree in Computer Science from Deusto University (Spain) and Aalborg University (Denmark). He also has an Executive MBA from Esade Business School (Spain).
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Geoff Dean
MD, head of commercial card, transaction banking Americas, MUFG Bank
October 17th 2023 -
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Robin Boudsocq
Commercial cards, global B2B and ecommerce head, Citi TTS
October 19th 2021-
05:15pm -6:00pmGlobal travel - the product perspective
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.
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View profile Patrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
XPatrick W. Diemer
Chairman, European business travel association and senior advisor, Arthur D. Little
October 19th 2021-
02:00pm -3:00pmInnovation case studies
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05:15pm -6:00pmGlobal travel - the product perspective
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11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
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08:45am -8:50amWelcome address / Day 1 recap
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
Patrick is Senior Advisor at Arthur Dr. Little managing consulting firm. He also active as business angel, board member and investor in travel & payment start-ups. Patrick was CEO at Lufthansa AirPlus where he headed their Global expansion strategy and developed AirPlus into one of the leading commercial card issuers. Earlier he led Visa Germany, and was SVP consumer marketing at Commerzbank. In his career he worked in the USA, UK and Germany, several times in start/scale-ups. He holds a Master of Economics degree of Hamburg University. 2017 Patrick was named one of the ‘25 most influential’ by Business Travel News. Currently Patrick volunteers for VDR, the German Business Travel Association. He leads their task force ‘restart business travel’.
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Greg Toussaint
Director, Edgar, Dunn & Company
October 20th 2021-
10:30am -11:00amResearch white paper presentation
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11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
Greg Toussaint is a Director in the Paris office with over 15 years of consulting experience with EDC in business strategy for clients in Asia, Europe, North and South America. Greg has worked in EDC London’s, Sydney’s and Paris’ offices and developed global perspectives on payments. Within EDC, Greg leads EDC’s B2B Payments Practice and has developed specific expertise in retail and travel payments, working for all actors in the payments value chain (e.g. central banks, issuers, acquirers, payment schemes, merchants and payment providers). Outside of work, Grégoire plays the saxophone and loves baking cakes.
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
October 18th 2023-
11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
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Frank Martien
Founder,
Windward Strategy, Inc.
October 19th 2021-
02:00pm -3:00pmInnovation case studies
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11:30amRoundtable breakouts
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12:00pmRoundtable breakout - groups rotate
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
Frank Martien founded Windward Strategy, Inc. in 2020 to provide strategy consulting for B2B payments. Since 1996, Frank has provided card strategy, launch, optimization, and M&A advisory support for networks, financial institutions, fintechs, and private equity firms.
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Jason Turner
VP, national solution consulting manager, Commerce Bank
October 17th 2023-
09:00am -9:40amPanel Discussion: Change agents in payments
Joining Commerce Bank in 2013, Jason brings almost 20 years of experience in the invoice process and payment industry. In his role, Jason manages a team of solution consultants and also consults with clients in various industries to determine where efficiencies would be gained and cost savings realized in their accounts payable process. Jason is able to analyze the current AP process while establishing strategic goals and outlining the steps and best practices required to automate processes within AP. He also arms businesses with comprehensive ROI justifications through inclusive payments strategies.
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Chris Holmes
Senior vice president, KAE Consulting
October 17th 2023-
04:10pm -4:45pmPanel Discussion: Embracing sustainability and ESG
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.
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View profile Angelo Impoco
Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings
XAngelo Impoco
Head of air services, strategic partnerships and the Aviation Center of Excellence, Norwegian Cruise Line Holdings
October 17th 2023-
09:40am -10:20amPanel Discussion Part 1: Virtual cards
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01:30pm -2:00pmCorporate Travel: Gearing for post-pandemic resumption growth
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Penny Cox
Head of sales and account management, Inlogik
October 18th 2023 -
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Deborah Kinsella
Director of Fraud,
Pitney Bowes
October 19th 2022Responsible 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.
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View profile Michael Little
Head of payments advisory North America, corporate and investment bank, J.P. Morgan
XMichael Little
Head of payments advisory North America, corporate and investment bank, J.P. Morgan
October 17th 2023-
11:30am -12:10pmPanel discussion: Embedded finance - friend or foe?
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Sebastien Delasnerie
Executive vice president, commercial card, Mastercard
October 17th 2023-
09:40am -10:20amPanel Discussion Part 1: Virtual cards
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Lydie Charpin
VP, corporate travel and spend management products, Mastercard
October 19th 2022 October 17th 2023-
04:10pm -4:45pmPanel Discussion: Embracing sustainability and ESG
Lydie Charpin recently joined Mastercard as VP – Corporate Travel and Spend Management to expand T&E commercial card solutions for large enterprise. She is responsible for the overall T&E portfolio strategy and product management working closely with T&E partners. She is striving for innovation to reshape the future of corporate travel and expense management. Lydie brings to this position +15 years of experience in the travel industry, more specifically in business travel.
Prior to joining Mastercard, Lydie was VP- Cytric Solutions at Amadeus providing large enterprise corporations with an end-to-end T&E platform including travel booking, expense management, payment, mobile, duty of care, analytics. Lydie was responsible for the overall portfolio strategy, product management, presales & strategic bid, UX and marketing of the T&E platform with teams based in 15 countries.
Previously, Lydie was the Head of Payment Product Management, an emerging business line at Amadeus serving corporations and business travel agencies, as well online travel agencies and airlines / hotels / railways customers for their payment needs.
Lydie graduated from first-class French engineering school “Ecole Centrale Paris”. She is married, has four children, and is based in Sophia-Antipolis in France.
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Srini Chandrasekharan
VP, commercial acceptance solutions, Mastercard
October 17th 2023 -
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Lucy Wang
Founder, Billink
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Ian Stewart
SVP, head of commercial card product management, Truist
October 17th 2023 -
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Arwin Holmes
Global blockchain chief technology officer, EY Americas
October 18th 2023 -
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Dean Nolan
Managing director commercial payments, Strategic Resource Management Inc.
October 17th 2023 October 18th 2023-
09:50am -10:30amPanel Discussion: Impact of Real-Time Payments
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
Dean Nolan is Managing Director, Commercial Payments at SRM (Strategic Resource Management), an independent advisory firm serving financial institutions through strategic consulting, vendor sourcing, and vendor contract optimization.
Dean brings 25+ years of experience in payments and financial services, having held leadership positions in payments strategy, innovation, product management, and product sales at Fifth Third Bank, Bank of America, Wells Fargo, First Data, and MasterCard. He is a frequent speaker on Instant Payments and Fintech and API workgroup chair at the US Faster Payments Council. -
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Anand Mitra
Product manager for cross border payments, J.P. Morgan
October 18th 2023-
09:50am -10:30amPanel Discussion: Impact of Real-Time Payments
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
Anand Mitra is North America Product Management and Global Product Delivery Head for Cross Currency Payments at JPMorgan Chase & Co., Cross Currency Payments provides a comprehensive suite of FX Payments to large corporate, financial institutions, commercial bank, and retail clients. Anand is responsible for developing and executing on platform strategy for Cross Currency solutions. This includes leading development strategy, roadmap, and build out of FX payment products and partnerships. Anand has more than 20 years of experience in financial services product management, client relations, and technology development and deployment. Anand has led Cross Currency Payments, Electronic Bank Account Management (eBAM), Liquidity Concentration Platform, and Offshore Accounts product groups. Prior to joining financial industry , he managed software development projects in New York and India for a major multinational corporation. He holds an MBA degree from the University of Notre Dame and earned an Masters degree in MIS and BS degree from Devi Ahilya University Indore, India.
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View profile Bradley Matthews
SVP, head of digital payments innovation, partners, and marketing, US Bank
XBradley Matthews
SVP, head of digital payments innovation, partners, and marketing, US Bank
October 17th 2023-
11:30am -12:10pmPanel discussion: Embedded finance - friend or foe?
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Dan McKenzie
Senior product manager, Discover
October 17th 2023-
09:00am -9:40amPanel Discussion: Change agents in payments
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View profile Holly Tennent
Director, virtual payables and supplier strategy product manager, Bank of America
XHolly Tennent
Director, virtual payables and supplier strategy product manager, Bank of America
October 17th 2023-
02:25pm -3:05pmUnderstanding client priorities and provider selection criteria
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11:30am -12:30pmROUNDTABLES: BREAKOUTS
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12:00pmRoundtables Rotate
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02:00pm -2:40pmPanel Discussion: Revolutionizing AP/AR Automation: unleashing market potential
Holly Tennent is the Treasury Product Manager for Virtual Payables and Network Strategy at Bank of America. In her position, Holly plays a key role in shaping the B2B card and payables solutions strategy including fintech partnerships, client enhancements and supplier experience. Prior to joining Bank of America, Holly spent nine years at Bottomline Technologies, most recently in a solutions consultant capacity supporting Bank of America where she assisted clients with the functional and technical aspects of the Paymode-X solution. She believes in building lasting relationships and trusted partnerships, shown through her attention to detail and ongoing focus on the client experience. Holly is a graduate of St. Lawrence University where she was a national competitor on the Equestrian team.
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Rob Snyder
Director payments partners and FIs, Edenred Pay
October 18th 2023Rob 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.
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Edward Galvin
VP, head of B2B commercial sales, Visa Business Solutions North America
October 17th 2023-
10:50am -11:30amPanel Discussion part 2: Virtual cards
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!
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Leigh Radtke
VP, Head of North America Product,
Visa Commercial SolutionsOctober 17th 2023Leigh 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 and Internet of Things. Leigh resides in the Denver CO metropolitan area with her husband Mark and three Labrador retrievers, Nash, Takoda and Talulah.
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Andrew Jamison
CEO and co-founder, Extend
October 19th 2021-
10:00am -10:45amAccelerating digital B2B payments in supplier marketplaces
Andrew is the CEO and Co-Founder of Extend. Prior to starting 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.
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Dean M. Leavitt
Founder and CEO, Boost Payment Solutions
Dean Leavitt is the founder and CEO of Boost Payment Solutions, the only acquirer in the United States focused exclusively on the business-to-business electronic payments. Dean is a well-respected veteran of the electronic payments industry with nearly 25 years of experience in various leadership roles at both public and private companies. Dean has received numerous awards from his industry peers and is often asked to speak at industry events. Dean currently serves on the advisory board of Commercial Payments International, having previously served two terms on the board of directors of the Electronic Transaction Association. Dean holds a B.A. with high honors from Emory University, where he served on the college’s Alumni Board of Trustees from 2002-2008.
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View profile Erik T Van Bramer
Head of national zales/customer relations for Federal Reserve Financial Services; SVP, Federal Reserve Bank of Chicago
XErik T Van Bramer
Head of national zales/customer relations for Federal Reserve Financial Services; SVP, Federal Reserve Bank of Chicago
October 20th 2021-
02:00pm -2:45pmRoll out of real time and faster payments: getting systems ready
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09:50am -10:30amPanel Discussion: Impact of Real-Time Payments
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11:00am -11:30amPresentation: Latest real time payments adoptions in North America
Erik VanBramer was named senior vice president and national sales director for the Federal Reserve Bank of Chicago’s Customer Relations and Support Office (CRSO) effective April 2018. VanBramer has served as the national sales director since 2017 and was previously vice president and director of the Federal Reserve Bank’s national account program. In his current role, he is responsible for setting and implementing the strategy for managing the relationships and financial services offerings for financial institutions across the Federal Reserve System.
VanBramer joined the Federal Reserve Bank of Kansas City in 1998 and transitioned to the Federal Reserve Bank of Chicago in 2005. His tenure with the Federal Reserve has encompassed multiple areas of management responsibility to include operations, internal support functions, as well as business development. VanBramer was promoted to assistant vice president and national account executive in 2010. He was promoted to vice president in 2014 with responsibility for leading the group which managed the relationships for the large and complex financial institutions.
VanBramer holds a bachelor’s degree from The Colorado College and has done additional graduate studies at The Lake Forest Graduate School of Business, The Booth School of Business, and obtained his certificate from the Graduate School of Banking at The University of Colorado. He serves on several boards throughout the Denver metro area with particular interest in injury prevention and underserved children and communities.
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Sara Elinson
Principal, EYP Strategy, EY-Parthenon
October 17th 2023-
11:30am -12:10pmPanel discussion: Embedded finance - friend or foe?
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Kim Roseler
Program manager, National Center for the Middle Market
October 17th 2023 -
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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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View profile Janet Guthrie
Head of global travel, product commercialization and Latin America local issuing, Bank of America
XJanet Guthrie
Head of global travel, product commercialization and Latin America local issuing, Bank of America
October 17th 2023-
10:50am -11:30amPanel Discussion part 2: Virtual cards
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.
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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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Irfan Kamdar
Global online commerce head, senior vice president, Citi
October 17th 2023-
09:40am -10:20amPanel Discussion Part 1: Virtual cards
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New approaches and strategies for the commercial card and B2B payments community
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The transformation of the B2B markets
Landscape of payments: exploring trends, card vs. non-card
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Embedded Finance and banking as a service
Use of the embedded banking today. Where the banks fit into BaaS?
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Sustainability
How companies are embracing sustainability and ESG in the payments ecosystem
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Economic pressure
High inflation and interest rates: strategies for preserving margins and optimizing supply chain fin
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Regulatory updates
360 degree of regulatory updates in payments around the globe
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Investment patterns in Fintechs and commercial payments partnerships
Unveiling investment patterns in Fintechs and commercial payments partnerships- where we are today?
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End User/Corporate case studies and experience
Commercial payment systems transformation, automation and frictions through process digitisation
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Technology
Technological advancements and generative AI in B2B payments
The summit will offer you:
- Unparalleled networking: forge connections with industry titans
- Gain insights from end users: transforming commercial payment systems through corporate and banking perspectives
- Engaging networking sessions: panel discussions, case studies, breakout sessions designed for fintech, salesforce, corporates, interactive roundtables, personalised drop-in clinics and more
- Two days of captivating content: featuring 40+ industry leaders and innovators from around the world
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”CPI conferences always attract industry leaders and subject matter expertise as speakers and many important topics across the B2B payments ecosystem.”
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”CPI brings all the key players- Banks, Networks, Clients, Consultants, Tech Partners and Fintech under one roof, Speakers, Materials, Content and interactive sessions are a great source of learning and understanding as to what’s happening in the area of payments, Brilliant job Team CPI”
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“CPI is my preferred conference because it is very focused on the payments space and brings a combination or real life situations and insights with panels and relevant players in the industry that shed light into my blind zones. The “I don’t know what I don’t know”. I always get actionable ideas and potential or actual partnerships from CPI.”
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“Every time I attend a CPI event, I learn something new. And I have been a payments expert since the turn of the century.”
2023 Sponsors
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Global Partner
View profile XMastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.
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Global Partner
View profile XGo to the Visa Business Solutions Knowledge Hub or click on the website link below to learn more about how our technology and innovation make digital payments a reality for consumers, businesses, banks and governments.
We have a simple and unwavering vision that can be traced back to our beginnings in 1958: To be the best way to pay and be paid for everyone, everywhere. We know that every Visa transaction is a promise. Whether it’s a street vendor in Brazil selling food to make a living or a fisherman in Rwanda paying his daughter’s school fees, we want to provide the most secure and seamless payment experience possible.
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Industry Partner
View profile XBoost Payment Solutions optimizes the use and acceptance of commercial cards through its suite of proprietary technology-enabled solutions. Boost has reinvented how commercial card payments are initiated, accepted and processed for thousands of companies around the world. As the only fintech acquirer exclusively focused on the B2B marketplace, Boost is making commercial cards a cost effective, scalable and secure alternative to traditional and cumbersome payment methods. Boost features a global footprint and is headquartered in New York, NY.
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Industry Partner
View profile XIndustry Partner
Codat
Codat connects bankers to business customer financial data. Leading banks and fintechs use Codat to access and ingest business financial data from accounting, ERP, open banking, and payments platforms to drive business impact like reducing operating expenses and growing value per customer across commercial banking, lending, and payments.
Founded in 2017, Codat is trusted by over 300 global clients and backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.
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Industry Partner
View profile XIndustry Partner
Discover® Global Network
Discover® Global Network, the global payments brand of Discover Financial Services, processes millions of cardholder transactions each day. With industry expertise, innovative technology and a closed-loop infrastructure, Discover Global Network provides effective, customized solutions that evolve as needs change. Discover Global Network has alliances with 25+ payment networks around the world, and is led by three Discover businesses: Discover Network, with millions of retail and cash access locations; PULSE®, one of the leading ATM/debit networks in the U.S.; and Diners Club International®, a global payments network with acceptance in over 200 countries and territories. For more information visit DiscoverGlobalNetwork.com
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Industry Partner
View profile XIndustry Partner
Edenred Pay
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Industry Partner
View profile XIndustry Partner
Emburse
About Emburse
Emburse is a modern spend management company offering solutions that revolutionize the way organizations manage employee expenses, process invoices and make payments. Emburse humanizes work by empowering business travelers, finance professionals, and CFOs to eliminate manual, time-consuming tasks, so they can focus on what matters most.
Its innovative offerings, which are tailored to meet the unique business needs of specific industries, company sizes, and geographies, are trusted by more than 9 million users in more than 120 countries. Over 18,000 customers, from start-ups to global enterprises, including Bosch, Grant Thornton, Telefónica, Lufthansa Systems, and Toyota, rely on Emburse to make faster, smarter decisions, improve compliance, and optimize spend — making corporate spend deliver meaningful value for the organization.Emburse is recognized as a leader in expense management and accounts payable automation by analyst firm IDC. For more information on Emburse, visit emburse.com, call 877-EMBURSE, or follow our social channels at @emburse.
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Industry Partner
View profile XIndustry Partner
KAE consulting
KAE is a boutique strategic advisory firm that is a trusted partner for some of the biggest and fastest growing companies across the globe. KAE brings the power of research and analytics to provide the information, data and trends that really matter, helping businesses make better and faster evidence-led decisions.
KAE works across a number of industries, including payments (commercial & consumer and issuing & acquiring), financial services (banking and lending, Alternative Finance, etc.), technology, travel, media, entertainment and industrials. It also has dedicated practices focused on Sustainability and Customer Experience.
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Industry Partner
View profile XInlogik is a market leader in card and expense management solutions, providing end-to-end management solutions for commercial card programs around the globe.
Inlogik CMP allows issuers to pick and choose modules within our complete online platform to add value to their commercial card offering. The CMP solution offers comprehensive card request, reporting and transaction analysis functionality. Integration with issuer card systems allows for real-time card and portfolio management from one central platform.
Inlogik offers corporate expense management through our flagship product, Inlogik EMS. Clients are provided with a highly configurable expense management system with a customised workflow to meet complex requirements, and to incorporate business policies. Integration capabilities allow Inlogik EMS to interface directly with your finance, HR and payroll systems.
An early adopter of best-practice data security and privacy standards, Inlogik has a proven track record in delivering real savings to businesses.
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Industry Partner
View profile XExtend Enterprises, Inc. is modernizing infrastructure for the future of payments. Extend provides trusted financial institutions with innovative payment experiences for business customers and software providers. Already integrated with major card networks and payment processors, banks can implement Extend’s solutions with zero technical development required. Extend offers several products, including a virtual card app-as-a-service for SMBs, a suite of aggregated virtual card APIs, and an industry-first card tokenization service. Founded in 2017 by industry veterans with decades of experience at Fortune 500 companies, including American Express and Capital One, Extend is headquartered in New York. For more information visit: paywithextend.com.
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Industry Partner
View profile XU.S. Bank is one of the world’s largest issuers of corporate cards and electronic payment systems, offering comprehensive, customizable solutions that help you streamline, track and manage payments to optimize program performance and improve your bottom-line results. We support growth by driving efficiency and cost savings while increasing payment security and control. We can help you automate payables, simplify reconciliation, enrich supplier relationships and improve working capital.
Minneapolis-based U.S. Bancorp (NYSE: USB), with $682 billion in assets, is the parent company of U.S. Bank National Association, the 5th largest commercial bank in the United States. Recognized as a FORTUNE “World’s Most Admired Company” for 13 consecutive years and as one of the “World’s Most Ethical Companies®” by Ethisphere Institute for nine consecutive years in 2023, U.S. Bank is committed to serving our customers as a trusted financial partner. We work one-on-one with you to uncover your challenges and bring ideas and strategies to help you reach your business goals. Learn more at usbank.com. -
Industry Partner
View profile XYojna provides best-of-breed B2B cash management and payments automation technology to financial institutions, including three of the four largest U.S. banks and regional banks, as well as Fortune 1000 companies. Founded in 1980, Yojna, Inc. is headquartered in Farmington Hills, Michigan. Our longevity and presence have been supported through the development of highly specialized software, strong business alliances, and client satisfaction.
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Supporting Sponsor
View profile XA leading FINTECH provider, Dataflexnet has revolutionised commercial payments for 27 years. Our team’s unmatched expertise has led to cutting-edge solutions that drive comprehensive efficiencies in the corporate payments industry.
Dataflexnet’s Virtual Card platform ensures high payment security and process excellence. It provides unique, descriptive, token-based transactions for business travel and B2B procurement, effectively minimising the risk of fraud, data breach and matching failures.
Dataflexnet’s SAPI (Submitters API) enables TMCs to pass level 3 enhanced data to Card Scheme Processors. The API offers a consistent interface, with Dataflexnet handling necessary data transformations for processor delivery.
Dataflexnet’s strong alliances with card schemes and ERP platforms enable optimal partnerships for TMCs, Card Issuers, Corporations, and Business Travellers.
We provide comprehensive solutions and expertise for streamlined T&E and B2B transactions, enhancing processes and cost efficiency.
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Supporting Sponsor
View profile XEdgar, Dunn & Company is a global consultancy specialising in payments and financial services. Since 1978, we have partnered with clients across the globe and developed an unrivalled depth in specialist expertise. We offer a truly independent voice and have never accepted a referral fee or commission from any vendor. Our vision is to be the most trusted global payments consultancy. Today, we serve clients in over 45 countries through our global office network in North America, Europe, Middle East and Australia.
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Supporting Sponsor
View profile XSupporting Sponsor
Billhop
Founded in 2012, Billhop bridges the gap in card acceptance between buyers and suppliers, making B2B credit card payments more accessible.
Today, Billhop serves close to 30 Fortune 500 corporations. Their solutions enable businesses to pay any non-card accepting supplier by credit card, without the need for supplier onboarding.
Corporations can utilise Billhop’s working capital solution to pay strategic suppliers with a credit card. This allows them to free up funds and extend payment terms by up to 120 days. Companies can also secure early payment discounts from suppliers.
Additionally, Billhop’s tail spend solution helps corporations streamline their tail spend. By centralising all payments to infrequent, low-volume suppliers onto purchasing cards, procurement teams can manage tail spend purchases and eliminate time-consuming, costly supplier onboarding processes.
Most importantly, Billhop maintains SOC 2 Type II compliance, ensuring the utmost security for all user data and payments.
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