-
0 +commercial card & payments professionals -
0 +industry-leading speakers -
0 +timely sessions & case studies
Solving the needs of the mid-market payments ecosystem
The advancement of payment solutions is a significant catalyst for enhancing efficiency in B2B transactions and optimizing working capital, especially in a time where companies are still recuperating from the effects of the pandemic and uncovering the consequences of SVP collapse for its customers and counterparties.
The middle market is crucial to the US economy and businesses in this sector have been focusing on digitalizing their processes such as accounts receivables/payables and electronic payments and signatures due to remote working. This and other factors have presented an opportunity for the commercial payments industry to collaborate with merchants and suppliers to modernize payment systems and extend working capital.
As the economy returns to pre-pandemic levels, the mid-market is well-positioned to upgrade its payments infrastructure and accelerate digitalization across payment and card rails. At this conference, payments leaders will discuss how bank issuers and networks are collaborating to assist mid-market businesses in developing their future payments architecture. It will also address verticals in commercial cards, implication of interest rate spikes on commercial cards , wider B2B payments markets; and addressing the challenges and opportunities for the B2B payment sector today.
Join the CPI conversation and discuss and explore the needs of middle market companies through a combination of insightful panel discussions, keynote and guest addresses, interactive roundtables and case studies this June.
Featured 2023 expert speakers
-
View profile Nancy Butler
Director, payment optimization, automation and strategy, treasury payment solutions,
BMO Commercial Bank
X
Nancy Butler
Director, payment optimization, automation and strategy, treasury payment solutions,
BMO Commercial Bank
June 7th 2023Nancy Butler has over 30 years of experience in the commercial payments industry; including both Citigroup and BMO Harris Bank. 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 four 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.
-
View profile Erik T Van Bramer
Head of national sales and customer relations, Federal Reserve Financial Services
X
Erik T Van Bramer
Head of national sales and customer relations, Federal Reserve Financial Services
June 14th 2022-
04:30pm -4:50pmFedNow Update
-
09:50am -10:20amPRESENTATION: Instant payments and the launch of FedNow
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.
-
-
X
Jennifer Kertes
VP, market manager,
Citizens Bank
June 7th 2023 -
X
Tammy Trilli
SVP, head of commercial payments, FNBO
Tammy Trilli is the SVP, Head of Commercial Payments for FNBO leading an organization focused on money movement across all modalities: Commercial Card, Merchant Services, Global/FX, Centime Cashflow Management, Product Development and Treasury. She has been with the bank for the last 16 months after spending 10 years at J.P. Morgan Chase and 20 years at American Express. Tammy serves on the American Cancer Society Board of Omaha and is a member of Chief. She resides in the Chicago land area however spends most of her time in Omaha with her team and colleagues.
-
X
Ray Champ
SVP, head of commercial products, Citizens Bank
June 14th 2022-
12:00pm -12:45pmIntegrated payables solutions
-
10:10am -11:05amPANEL: Supplier insights: a practical deep dive in supplier onboarding and value proposition (Part 1)
-
02:00pm -2:45pmRoundtable discussions
Ray joined Citizens Financial group in December 2017 and currently leads Market and Portfolio Management for Commercial Card. Ray oversees several disciplines to drive competitive differentiation for Citizens including strategy, innovation, partnership development and most importantly, customer experience for its Commercial Banking customers. Previously, Ray served as the lead of Commercial Products at Mastercard in North America managing Product development and management initiatives for the small business, mid-market, large market and public-sector segments. Ray was charged with developing a differentiated product strategy across a host of Commercial Card assets. In addition, Ray also led Mastercard’s relationships with a number of issuers including JPMorgan, WEX, HSBC, and Citizens spanning credit, debit, prepaid, cobrand, and commercial card portfolios. Ray lives in Connecticut with his wife and 2 daughters.
-
-
X
Tim Mills
EVP, emerging and digital payments group manager, Regions
June 14th 2022-
03:45pm -4:30pmCryptocurrencies and the era of the digital dollar in US markets
Timothy Mills is a Senior Vice President of Emerging and Digital Payments at Regions Bank. In his role, Tim is responsible for developing, coordinating and the bank’s emerging and digital payments strategy. During his 20+ year career, Tim has gained extensive experience working with financial institutions of all sizes and non-financial institutions on payments strategy, compliance and emerging payments.
In addition to his work domestically, Tim has consulted with several Central Banks on payments modernization, including the Central Banks of Bangladesh and Trinidad and Tobago Bangladesh.
Tim started his career managing training and education for payment associations in the Midwest. Most recently, he served as a Vice President with The Clearing House where he held positions in business development, association services and product management.
Tim has served as a member of the National Automated Clearing House Association’s (Nacha) Payments Institute Board of Regents, Risk Management Advisory Group (RMAG) and Payments Conference Planning Committee. He currently serves on the Board of Directors for Nacha, The Clearing House Payments Association and Southern Financial Exchange. Tim has been a frequent speaker at conferences and payments related functions and is widely recognized for his payment expertise.
Mr. Mills is an alumnus of Kutztown University and The Ohio State University.
-
-
X
William Kniering
SVP, head of commercial card, Texas Capital Bank
June 14th 2022-
11:15am -12:00pmGrowth verticals in B2B and the return of T&E
-
12:00pm -12:30pmTable discussion groups
Bill joined Texas Capital Bank in 2019 and currently serves as Head of Commercial Card. In this role, Bill led the team that developed and launched the bank’s commercial card platform.
Bill has spent over 38 years in the commercial card market. He began his career with Diners Club supporting the bank’s largest card clients. He spearheaded US Bank’s formation of their field-based implementation/account management structure. At JPMorgan, he beta tested the first internet-based reporting solution. In London, he assisted in BAML’s launch of the bank’s multi-currency global card platform. At MUFG Union Bank, he was on the team to launch their commercial card program and then managed the bank’s sales, implementation and account management teams.
-
-
X
Frank Martien
Founder, Windward Strategy
June 15th 2022-
12:00pm -12:30pmTable discussion groups
-
02:00pm -2:45pmRoundtable discussions
Frank founded Windward Strategy, Inc. in 2020 to provide strategy consulting and M&A advisory in B2B payments. Windward supports networks, banks, fintechs, investors, and corporates in achieving their growth, program optimization, and business process automation aspirations and objectives.
-
-
X
Stephen Cohen
SVP, business development, Boost Payment Solutions
Stephen Cohen is Senior Vice President of Business Development at Boost Payment Solutions, the only acquirer in the United States focused exclusively on B2B electronic payments. In his role at Boost, Stephen is a key player in business development and strategic business activities for the company and manages relationships with commercial card issuers, middleware players and large corporate customers where he works with both Accounts Payable and Accounts Receivable teams to optimize commercial card acceptance.
Prior to joining Boost in 2010, Stephen was the founder, President and CEO of Brillian Technologies, LLC, a provider of wireless payment technologies and other innovative solutions to the restaurant and hospitality industries. Prior to Brillian, he was a founder and COO of Fastcorp, the leading ice cream vending machine manufacturer in the world. Mr. Cohen began his career as a management consultant at Bain & Co after receiving dual degrees from The University of Pennsylvania and The Wharton School of Business in Philadelphia, PA. -
X
Nicole Chauffe
Senior managing product manager, commercial card, First Citizens Bank
June 7th 2023-
11:35am -12:30pmPANEL DISCUSSION: Solving V-cards: integration challenges 2023
-
-
X
Paul Krumholz
North America head of B2B commercial card products, HSBC
June 7th 2023-
04:15pm -5:00pmPersonalization and consumerization of B2B payments
-
-
X
Chaps Poduri
Director for commercial payments, Bank of America
June 15th 2022-
02:45pm -3:30pmDeveloping commercial card programs for the mid-market
-
03:00pm -3:45pmPANEL DISCUSSION: Best practices of AP/AR automation
-
02:00pm -2:45pmRoundtable discussions
Chaps Poduri joined Bank of America in 2011 in the role of a Program Manager to oversee Bank of America’s prepaid card program for the California Employment Development Department. Since then he has had varied roles within product and business development across several commercial payment products. Chaps has a Masters in Computer Sciences and a certification in Project Management. Outside of his daily job, Chaps has an active role in his community as a Council Member for the City of Pacific Grove, CA.
-
-
X
Jason Turner
VP, national solution consulting manager, Commerce Bank
June 8th 2023-
09:05am -9:50amPANEL DISCUSSION: The state of play in payment methods and solutions
-
02:00pm -2:45pmRoundtable discussions
-
-
View profile Matt Ribbens
SVP, senior director, head of treasury product management,
First Citizens Bank
X
Matt Ribbens
SVP, senior director, head of treasury product management,
First Citizens Bank
June 8th 2023 -
X
Erica Orange
EVP and COO,
The Future Hunters
June 8th 2023 -
X
Maria Line
MD, head of commercial card, FNBO
June 15th 2022-
02:00pm -2:45pmNow and then: predictions and futures for payment markets
-
-
X
Sanjib Banerjee
Director, PwC US
Sanjib is a Director with PwC’s Financial Services Advisory Practice where he is one of the go to market leaders of the Payments practice. He has more than 20 years of experience in digital payments having worked with large banks, leading payment acquirers, PSPs, Networks, Payments Fintechs, and enterprise size merchants across various industry vertical to developing game changing growth strategies, capturing competitive trends, defining new products and go-to-market plans.
In addition, Sanjib has extensive experience working on commercial due diligence, building growth strategy, operating model redesign across cards and payments and fintech ecosystems.
Prior to joining PwC, Sanjib was head of product innovation at Elavon (a subsidiary of US bank) championing innovation agenda across the organization. Sanjib holds a MBA from Goizueta Business School of Emory University.
-
X
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
June 15th 2022-
12:00pm -12:30pmTable discussion groups
-
02:00pm -2:45pmRoundtable discussions
Arthur Weiner is an accomplished payments industry leader with more than 30 years of successfully bringing products to market for leading global companies, including Citibank, Mastercard, US Bank, Fifth Third Bank and Verisk Financial. Arthur is currently the Owner and Principal Consultant at N Brook Advisors, LLC. His consulting practice focuses on B2B payments assisting clients with product development, Go-to-Market planning and execution, product roadmap development and market research.
-
-
X
Michele Laurin
Senior product manager, card services,
Western Alliance Bank
Business development and sales, product management and international business executive with over 30 years of payments / card / treasury management experience with an emphasis on product management and sales. Michele is a seasoned leader with extensive knowledge and experience in product development, product management, C-level sales and business development, with a strong knowledge of relationship building, direct marketing, operations and market research. Michele currently works for Western Alliance Bank, a commercial bank in the southwestern U.S. and has responsibility for their card-related products and services.
-
X
Chris Holmes
SVP,
KAE Consulting
June 15th 2022-
12:00pm -12:30pmTable discussion groups
-
02:00pm -2:45pmRoundtable discussions
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.
-
-
X
Thayer Stewart
CEO, PaymentWorks
June 7th 2023-
12:30pm -1:15pmPANEL: Supplier insights: a practical deep dive in supplier onboarding and value proposition (Part 2)
-
02:00pm -2:45pmRoundtable discussions
-
-
X
Andrea Soto
SVP, business development, Boost Payment Solutions
June 7th 2023Andrea is a top-producing business development, strategy and sales executive with a proven track record of growing business across consumer and corporate client segments. With over 20 years of experience in the payments technology industry, Andrea has served in a variety of roles in North America and Latin America Markets, accountable for sales, account management, and customer experience.
Andrea joined Boost Payment Solutions in2021 as Chief of Staff to the Founder and CEO, driving strategic initiatives and relationships. She recently moved into a new role in the Business Development organization, where she advises a portfolio of commercial card issuers and various other current and prospective partners on how to successfully grow their card program. Previously she spent over 20 years at Mastercard. As the prior global lead for the Mastercard Women in Technology program, Andrea was responsible for developing the enterprise-wide strategy to grow Women in Tech partnerships and support talent recruiting and development efforts. -
X
David Alpha
VP, commercial product sales, Mastercard
David Alpha is Vice President, Commercial Product, North America, Mastercard. David leads a team of B2B solutions consultants that support issuing partners. David has been a part of the team since June 2015, working to support Mastercard’s commercial platforms, solutions and partners. David has over 27 years of experience in the commercial payments space. Prior to joining Mastercard, David worked at WEX and U.S. Bank.
-
X
Sheelu Jain
VP, US mid-market commercial solutions and strategy, Mastercard
June 15th 2022-
10:45am -11:30amOpen finance and embedded payments innovation for the mid-market
-
04:15pm -5:00pmPersonalization and consumerization of B2B payments
Sheelu Jain is Vice President, US Commercial Solutions, North America, Mastercard. Sheelu leads US Mid-Market Commercial Solutions and Strategy. Previously, Sheelu led development of commercial products to help create efficiencies for business users by simplifying and automating the exchange of payments data between buyers and suppliers. Sheelu has been with Mastercard since 2015. Prior to joining Mastercard, Sheelu worked at American Express in multiple product roles. She led development of products focused on SMB and Affluent consumers, and led customer acquisition strategies for ecommerce and travel partnerships at American Express. Sheelu has 15+ years of experience in financial services across Commercial, Digital and Consumer segments. Sheelu holds a MBA from University of Chicago Booth School of Business, and Masters in Computer Science from University of Southern California.
-
-
X
Robert Hackman
SVP, product, small and medium enterprises, Mastercard
June 8th 2023Rob is the Senior Vice President of Product for the Global Small & Medium Enterprise (SME) Program at Mastercard. He leads a global team focused on innovating and developing services, platforms, and products that:
- Empower SMEs through data-driven insights, ML/AI engines, and SaaS tools that enable them to run their businesses efficiently;
- Facilitate broader and faster access to capital;
- Optimize experiences for sending and receiving payments;
- Enable SMEs to run their business securely
His team works across the Mastercard ecosystem to analyze widescale pain points and deploy Mastercard’s leading edge technology to create services to help solve these problems. Prior to this role, Rob held multiple positions at Mastercard, including Vice President of Engineering SME, Vice President of Technical Program Management Commercial Solutions, Vice President of Strategic Program Management for Commercial Solutions, and multiple positions in Financial Planning & Analysis supporting various Mastercard Business Units. Rob holds a degree in Business Administration and further studies in Organizational Behavior, Big Data & AI Solutions and Technology Leadership.
-
X
Kimberly Roseler
Program manager, National Center for the Middle Market
June 7th 2023As the Program Manager for the National Center for the Middle Market (NCMM), Kim (Roseler) Barnhart oversees the NCMM member experience, including programming, education and engagement. She engages with external partners and faculty and staff at The Ohio State University Fisher College of Business to move research projects forward and manages daily operations and special projects for NCMM.
Prior to joining NCMM, Kim supported The Risk Institute, another research center at Fisher College of Business, through a strategic plan reinvigoration, working alongside the Executive Board—which included the Dean of Fisher College of Business, college department chairs, and Chief Risk Officers from Nationwide, Huntington and Battelle—to develop a competitive and impactful strategic plan for the center. Prior to her time at Fisher College of Business, Kim supported the university’s central advancement team, developing personalized stewardship plans and activities for the Major Gift and Principal Gift donors.
Kim’s professional career began at the American Heart Association’s Go Red for Women movement where she managed the execution of 1,000-person luncheons, galas and fireside chats to drive the mission forward. Her early years in non-profit research helped her develop expertise in delivering impact and purpose through data-driven insights. Kim attended Otterbein University and received a Bachelor of Arts in Sports Management. She is currently a student in the Working Professional MBA program at Ohio State’s Fisher College of Business and will graduate in August 2023.
-
X
Daniel Knowles
Midwest correspondent, Chicago, United States, The Economist Group
June 7th 2023-
09:05am -9:25amOpening remarks from The Economist Group
-
-
X
Sarah Steele
Senior director, Visa
June 7th 2023Sarah is an award-winning financial professional, with over 15 years of experience leading product strategy, complex projects, and thought leadership. Her accomplishments and experiences are varied, spanning consumer and institutional groups clients, front and back office, consulting and product management.
Currently, as Senior Director of Small & Middle Market Business Product, Sarah is responsible for the go to market strategy and roll-out Visa’s products, platforms, and resources in North America.
-
X
Shawn Thomas
Senior Director B2B Merchant Acceptance,
Visa
June 15th 2022-
03:30pm -4:00pmDriving sustainable card acceptance
Shawn Thomas is the Senior Director for Global B2B Acceptance for VISA Business Solutions. He has worked in the payment card industry for over 16 years across multiple networks and always in the B2B payment space. He leads a team of Directors whose focus is to expand acceptance with B2B merchants across support North America, Latin America, Asia Pacific and European regions. The team works with the largest B2B merchants to increase acceptance and deepen relationship with the B2B payments landscape.
Prior to this role Shawn led a team in the healthcare vertical at American Express that managed the B2B payment systems for the largest hospitals buyers in the US. In addition to managing complex buyer payment solutions, he has experience in B2B supplier enablement as well as managing strategic B2B merchant relationships.
Shawn works in the Chicago area and has an MBA in International Business from Butler University. He has presented at numerous customer and industry forums and has a wealth of knowledge around the entire Procure to Pay process.
-
-
X
Matthew Miller
Head of partnerships,
Viewpost
June 15th 2022-
09:05am -10:00amFintech focus
-
12:30pmInnovation in payments and cards
Matt is a dynamic and collaborative financial professional with 15 years of experience consulting on B2B payment, supply chain, and working capital management solutions for Viewpost, Fifth Third Bank and SunTrust Bank. At Viewpost, Matt heads partnerships, helping financial institutions and technology platforms embed check optimization as a utility for addressing the last mile of B2B payments.
-
-
X
Shawn Thomas
Senior director, Visa
June 7th 2023Shawn Thomas is the Senior Director for Global B2B Acceptance for VISA Business Solutions. He has worked in the payment card industry for over 16 years across multiple networks and always in the B2B payment space. He leads a team of Directors whose focus is to expand acceptance with B2B merchants across support North America, Latin America, Asia Pacific and European regions. The team works with the largest B2B merchants to increase acceptance and deepen relationship with the B2B payments landscape.
Prior to this role Shawn led a team in the healthcare vertical at American Express that managed the B2B payment systems for the largest hospitals buyers in the US. In addition to managing complex buyer payment solutions, he has experience in B2B supplier enablement as well as managing strategic B2B merchant relationships.
Shawn works in the Chicago area and has an MBA in International Business from Butler University. He has presented at numerous customer and industry forums and has a wealth of knowledge around the entire Procure to Pay process.
-
X
Tina Henrikson
Director, product strategy, North America business solution, Visa
June 8th 2023Tina Henrikson is an integral member of the North America Product team within the Visa Business Solutions (VBS) organization where she manages core products, data solutions, and new product
offerings. Joining Visa in 2018 as part of the Global Data Solutions team, Tina created and launched the VBS level 3 data quality program that analyzed transactional line-item data and engaged with pertinent stakeholders to vastly improve the quality of the data. Prior to joining Visa, Tina supported the GSA Commercial Card program at JPMorgan Chase, where she held the role of VP, Product Manager and applied her strengths with data and client management. Tina started her professional career at Experian Marketing Services where she counselled complex clients, implemented process efficiencies, managed international teams, and found her passion for all things related to data.Tina holds a Bachelor of Science degree in Organizational Behavior/Business Management from the University of Illinois at Urbana-Champaign. She is a native of Chicago Illinois and currently lives in Chicago’s far northwest suburbs with her husband, Jeff, and two teenage daughters, Katelin and Kelly.
-
X
Robyn Clancy
Senior director, Visa Business Solutions
June 7th 2023-
11:35am -12:30pmPANEL DISCUSSION: Solving V-cards: integration challenges 2023
Robyn Clancy is a Senior Account Executive for Visa Business Solutions. In
this role, Robyn works with her clients to ensure they have the commercial
solutions they need to grow and thrive through the launch of business
payment initiatives and solutions. Prior to joining Visa in 2022, Robyn spent
13 years at Wells Fargo as a Regional Sales Manager leading a payables
account management team.
Robyn has a Bachelor of Arts in Finance degree from Michigan State
University and is a Certified Treasury Professional. -
-
X
Bruno Perreault
Head of partnerships and business development, Plastiq
-
X
Daniel Knowles
Midwest correspondent, Chicago, The Economist Group
-
X
Rob Snyder
Director payments partners and FIs, Corporate Spending Innovations
June 7th 2023-
03:00pm -3:45pmPANEL DISCUSSION: Best practices of AP/AR automation
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.
-
-
X
Carmine Barone
Head of North America, Inlogik
June 8th 2023-
02:00pm -2:45pmRoundtable discussions
-
-
X
Greg Toussaint
Director, Edgar, Dunn & Company
June 7th 2023Greg 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.
-
X
Steve Murphy
President, MRC LLC
June 15th 2022-
12:00pm -12:30pmTable discussion groups
-
02:00pm -2:45pmRoundtable discussions
Steve is Director of Mercator Advisory Group’s Commercial and Enterprise Payments Advisory Service. He has over 12 years of experience in banking and payments research and is an expert on commercial payments, including cards and integrated payables, advising banks and fintech companies on strategy across product, marketing and IT.
-
-
X
Alex Roth
Director, commercial B2B product, Mastercard
June 8th 2023Alex Roth is currently Director on the US Commercial Product B2B Consultants team, supporting the Account Management team and their issuers. Alex has 11 years of commercial payments experience including 5 years at BBVA. Since early 2022, he has played an integral role in the NAM Commercial product team promoting Mastercard’s commercial platforms, solutions and partners. He previously worked on Mastercard’s Commercial Business Development Team helping Middle and Large Market companies optimize their payables by matching them with card products and issuing partners that met their payments needs.
-
X
Ian Parnell
Account general manager, commercial card services, DXC Technology
June 8th 2023Ian Parnell has over 30 years of experience in Banking and IT services. He started his career as a trader working in London, Paris and New York for Lloyds Banking Group, Royal Bank of Scotland and Société Générale before transitioning to IT Services where he has worked for SunGard, HPE, IBM and DXC.
Based in Dallas TX, Ian is responsible for DXC Commercial Card Services across the US, including platform development and all DXC Commercial Card client relationships and partnerships.
Outside of work, Ian is a keen golfer, traveler, and supporter of Liverpool FC.
Network at the only event on commercial payments for US middle market
-
Premium Networking
Share experiences and develop your payments strategy alongside your colleagues and peers.
-
2 days of interactive panels, roundtables and presentations
Accelerating digital growth, tracking the adoption of digital payment technologies.
-
30+ pioneering speakers
Discover the strategies of commercial cards and payments leaders.
-
”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”
-
”CPI conferences always attract industry leaders and subject matter expertise as speakers and many important topics across the B2B payments ecosystem.”
-
“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.”
-
“Every time I attend a CPI event, I learn something new. And I have been a payments expert since the turn of the century.”
Gain new approaches and strategies to manage a volatile economic environment. Important topics include:
-
The building blocks of developing a commercial card program.
Making commercial card programs more efficient and serving large and smaller mid-market companies
-
Buyer and supplier obstacles
Overcoming supplier obstacles and pain points in commercial card program onboarding
-
Digital payment technologies
Adoption of digital payment technologies and methods across the mid-market banks and clients
-
Latest innovation and fintech trends
Keeping your pulse on innovation and latest fintech trends in B2B payments and methods
-
Cryptocurrencies and the era of the digital dollar
Gaining insight into instant payments and FedNow; crypto, and CBDCs, including the digital dollar
-
V-cards vs ACH or P cards
Analyse the growth projections of V-cards in comparison with ACH or P-cards moving forward
Sponsors
-
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.
-
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.
-
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.
-
Industry Partner
View profile X
Industry Partner
Corporate Spending Innovations
Corporate Spending Innovations is focused on revolutionizing digital payments. We’ve developed innovative payment solutions that automate and optimize the payment mix, in favor of more efficient and lower-cost payment methods. Our highly secure products accelerate the payments flow, reduce fraud, and simplify reconciliations. With one payment file uploaded to CSI Paysystems, customers can automate 100% of their B2B payables in the method of their choice: virtual card, ACH, B2B Payments Network, check or FX.
Contact details: telephone number, email address, company address, company website URL, Linked-in, twitter, facebook URL
Corporate Spending Innovations – Modernizing how businesses pay and get paid
info@corporatespending.com
866-998-0437
3301 Bonita Beach Rd, Ste. 300, Bonita Springs, FL 34134
LinkedIn: https://www.linkedin.com/company/csi-corporate-spending-innovations/ -
Industry Partner
View profile XDXC Technology (NYSE: DXC) helps global companies run their mission-critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to deploy services to drive new levels of performance, competitiveness, and customer experience across their IT estates. Learn more about how we deliver excellence for our customers and colleagues at DXC.com.
-
Industry Partner
View profile XExtend turns your business credit card into a spend management platform, so you can achieve more with what’s yours. Thousands of companies use Extend’s virtual cards, insights, and controls to empower their teams, streamline payment processes, and manage billions of dollars in transactions – all while keeping the financial partners they know and trust. Extend was founded in 2017 by industry veterans of American Express, Capital One, and other Fortune 500 companies.
-
Industry Partner
View profile X
Industry Partner
Inlogik
Inlogik 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 customized 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.
-
Industry Partner
View profile X
Industry 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 helps its clients to thrive by delivering comprehensive insight and evidence-led recommendations. KAE works across a number of industries, including payments, financial services (banking and lending, Alternative Finance, etc.), technology, travel, media, entertainment and telecommunications. It also has dedicated practices focused on FinTech, Sustainability, and Customer Experience.
-
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.