Agenda
June 10th-11th 2025
Convene, Chicago, IL
Registration and networking breakfast
Welcome address
Middle Market pulse-trends, insights, and the future of payments
This session will explore the latest research on emerging commercial payment and card trends, examining their impact on payment structures and operations. It will highlight drivers, metrics, and growth projections in the middle market while analysing shifts in the business landscape. Gain insights into industry-specific payment preferences, segmented by company size and sector, and discover future payment trends.
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Kimberly Roseler
Program manager National Center for the Middle Market
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Kimberly Roseler
Program manager National Center for the Middle Market
As 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.
June 10th 2025-
08.55am -09.35amMiddle Market pulse-trends, insights, and the future of payments
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Lauren Hewings
Senior director, treasury and working capital solutions Visa
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Lauren Hewings
Senior director, treasury and working capital solutions Visa
June 10th 2025-
08.55am -09.35amMiddle Market pulse-trends, insights, and the future of payments
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Moderated by
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Frank Martien.
Founder Windward Strategy
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Frank Martien.
Founder Windward Strategy
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.
June 10th 2025-
08.55am -09.35amMiddle Market pulse-trends, insights, and the future of payments
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09.35am -10.15amPanel discussion: Navigating uncertainty, geopolitical shifts and economic strategies for payment resilience
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01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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Panel discussion: Navigating uncertainty, geopolitical shifts and economic strategies for payment resilience
Amid geopolitical uncertainty, tariffs, supply chain disruption, market instability, and economic volatility, this session explores strategies for banks and card providers to build resilience, navigate regulations, and support clients. It will address how mid-market institutions can handle these challenges to stay profitable and innovative in the commercial card space despite high rates and rising technology investments. Key insights will cover macroeconomic trends, policy effects, and best practices to ensure market stability and promote long-term growth.
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Michael Salerno
VP, Global banking FNBO
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Michael Salerno
VP, Global banking FNBO
Michael Salerno is Head of Global Banking at FNBO leading the international team responsible for business development, trade services, foreign exchange and cross-border payments. He serves all markets and national clients, including commercial and correspondent banking customers. Michael enjoys solving problems for his clients and connecting them with the resources they need to grow their business. He enjoys several professional affiliations, serving as treasurer for the Nebraska District Export Council, as an Executive Member and Treasurer of the National Association of District Export Councils, and as a Committee Member of the North American Regional Bank FX Forum.
June 10th 2025 -
Ray Champ
Managing director, payables Webster Bank
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Ray Champ
Managing director, payables Webster Bank
Ray joined Webster Bank in 2023 as Managing Director, Enterprise Payments and currently leads Product Management for Commercial Card. Ray oversees several disciplines to drive competitive differentiation including strategy, innovation, partnership development and most importantly, customer experience for its Commercial Banking customers. Previously, Ray held similar roles at Citizens Bank and prior to that, led 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.
June 10th 2025 -
Bill Kniering
Senior vice president, director of commercial card Sunflower Bank
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Bill Kniering
Senior vice president, director of commercial card Sunflower Bank
June 10th 2025
Moderated by
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Frank Martien.
Founder Windward Strategy
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Frank Martien.
Founder Windward Strategy
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.
June 10th 2025-
08.55am -09.35amMiddle Market pulse-trends, insights, and the future of payments
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09.35am -10.15amPanel discussion: Navigating uncertainty, geopolitical shifts and economic strategies for payment resilience
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01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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Virtual card use cases and innovation: lightning talks
This session brings together top experts to share their knowledge and show successful implementations of VCs and the benefits for client engagement and operational efficiency. Three ten-minute presentations/use cases will deep dive and discuss how to increase adoption through ease of use and fintech partnerships and will focus on the following areas:
- Risk management and security in virtual card payments: balancing security and customer satisfaction
- Trends in mobile virtual card adoption and usage
- Integration of virtual cards with expense management systems
- Innovations in virtual card offerings and their evolving value
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Paul Krumholz
Head of commercial card product management HSBC
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Paul Krumholz
Head of commercial card product management HSBC
Paul Krumholz leads Commercial Card Product Management for HSBC in the US. 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 across a range of applications, he has expertise in supplier enablement/supplier enrollment/vendor analysis for B2B Card programs. Prior to Citi, Paul had a career as an officer in the United States Navy.
June 10th 2025-
10.15am -11.00amVirtual card use cases and innovation: lightning talks
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Shlomo Mayer
Vice president, product management, small and medium enterprises Mastercard
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Shlomo Mayer
Vice president, product management, small and medium enterprises Mastercard
Shlomo Mayer is a seasoned payments professional with over 20 years of experience in both operational and product leadership roles. Currently the Global Vice President of Product Management for Small and Medium Enterprises (SME) at Mastercard, he is responsible for defining strategies that support a variety of use cases in the SME and Mid-Market space, including accounts payable, delegated spend, and embedded partner solutions. A strategic thinker, Shlomo is known for his ability to bridge business, operations, and technology to deliver impactful results. Prior to his current role, Shlomo held positions at Wex, JPMorgan Chase, and IDT Financial Services. He holds a Master of Science in Information and Telecommunications Systems from Johns Hopkins University and a Bachelor of Arts in Talmudic Law from Ner Israel College. He is based in Purchase, New York.
June 10th 2025-
10.15am -11.00amVirtual card use cases and innovation: lightning talks
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Natasha Molnar
Director, product manager, commercial cards Santander
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Natasha Molnar
Director, product manager, commercial cards Santander
Natasha is the director, product manager for Santander’s Commercial Card program, serving middle market, corporate and multinational companies. She has an extensive career in banking, including card issuing and merchant acquiring, both in the US and the UK.
June 10th 2025-
10.15am -11.00amVirtual card use cases and innovation: lightning talks
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Moderated by
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Davide Villa
Senior consultant Edgar, Dunn & Company
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Davide Villa
Senior consultant Edgar, Dunn & Company
Davide is a Manager in EDC’s San Francisco office with seven years of strategy consulting experience in payments. He has advised clients ranging from payment networks, banks, payment service providers, FinTech, and merchants globally, with a focus on North America, where he helps clients navigate complex market dynamics and drive strategic growth. Recognized for his analytical approach and deep industry knowledge, he plays a key role in delivering high-impact solutions for EDC’s clients.Davide holds an MEng in Biomedical Engineering from Imperial College London. Outside of work, he enjoys planning exotic travels and staying active through football (soccer), skiing, running, and hiking.
June 10th 2025-
10.15am -11.00amVirtual card use cases and innovation: lightning talks
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12.10pm -12.30pmPanel discussion: The rise of real-time payments
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Networking break - sponsored by Inlogik
Panel discussion: Reviving value:- the re-emergence and impact of ACH
This session will explore how ACH impacts commercial card payments, focusing on benefits, challenges, negotiated interchange and integration into broader payment platforms. Real-world case studies will show successful adoption across industries, highlighting how these models drive value and growth.
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Christopher Claus
Managing director, payments J.P. Morgan Payments
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Christopher Claus
Managing director, payments J.P. Morgan Payments
Chris Claus is Head of Commercial Card Transformation within J.P. Morgan Payments focused on modernization and business intelligence. Previously, Chris led B2B payment automation and developed J.P. Morgan’s industry leading Virtual Card solution. Chris joined J.P. Morgan thirteen years ago in the Commercial Card business as Head of Digital Product. Prior to joining J.P. Morgan, he held various senior business and product transformation roles at HSBC and Ford Motor Company. Chris holds a Bachelor of Science in Finance from Indiana University and a Master of Business Administration from Case Western Reserve University. He and his family live in Chicago, Illinois.
June 10th 2025 -
Ray Champ
Managing director, payables Webster Bank
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Ray Champ
Managing director, payables Webster Bank
Ray joined Webster Bank in 2023 as Managing Director, Enterprise Payments and currently leads Product Management for Commercial Card. Ray oversees several disciplines to drive competitive differentiation including strategy, innovation, partnership development and most importantly, customer experience for its Commercial Banking customers. Previously, Ray held similar roles at Citizens Bank and prior to that, led 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.
June 10th 2025
Moderated by
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Jason Turner
VP, national solution consulting manager Commerce Bank
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Jason Turner
VP, national solution consulting manager Commerce Bank
Joining Commerce Bank in 2013, Jason brings 20 years of experience in the Accounts Payable Automation industry. With insight regarding both the user’s and the provider’s perspective, Jason leads the National Solution Consulting Team for Commerce Bank, a team that works directly with clients in various industries to determine where efficiencies would be gained and cost savings realized in their accounts payable process. In addition to leading the team, Jason continues to work with clients to analyze current AP processes while establishing strategic goals and outlining the steps and best practices required to automate and digitize processes within AP. He also works to arm businesses with comprehensive ROI justifications through inclusive payments strategies.
June 10th 2025
Panel discussion: The rise of real-time payments
Dive into the evolution and global adoption of real-time payments within the mid-market space. Examine the impact on commercial transactions and how commercial cards complement RTP payment methods. Learn how businesses are integrating diverse payment solutions to enhance supplier payments and streamline B2B ecosystems
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Katie Beatty
SVP, director of card solutions operations & sales enablement UMB Bank
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Katie Beatty
SVP, director of card solutions operations & sales enablement UMB Bank
June 10th 2025-
12.10pm -12.30pmPanel discussion: The rise of real-time payments
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10.00am -10.45amRoundtable discussions
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Erik T Van Bramer
Head of national sales and customer relations, Federal Reserve Financial Services
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Erik T Van Bramer
Head of national sales and customer relations, Federal Reserve Financial Services
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.
June 10th 2025-
12.10pm -12.30pmPanel discussion: The rise of real-time payments
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Moderated by
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Davide Villa
Senior consultant Edgar, Dunn & Company
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Davide Villa
Senior consultant Edgar, Dunn & Company
Davide is a Manager in EDC’s San Francisco office with seven years of strategy consulting experience in payments. He has advised clients ranging from payment networks, banks, payment service providers, FinTech, and merchants globally, with a focus on North America, where he helps clients navigate complex market dynamics and drive strategic growth. Recognized for his analytical approach and deep industry knowledge, he plays a key role in delivering high-impact solutions for EDC’s clients.Davide holds an MEng in Biomedical Engineering from Imperial College London. Outside of work, he enjoys planning exotic travels and staying active through football (soccer), skiing, running, and hiking.
June 10th 2025-
10.15am -11.00amVirtual card use cases and innovation: lightning talks
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12.10pm -12.30pmPanel discussion: The rise of real-time payments
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Lunch
Latest supplier enablement and acceptance strategies
This session will address the ongoing challenges of supplier enablement in virtual card acceptance and other B2B payments. Discuss strategies to reduce friction, improve supplier relationships, and improve transaction processes. Including a case study to present successful supplier engagement and acceptance results.
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Heather Fraser
Executive director JP Morgan
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Heather Fraser
Executive director JP Morgan
Heather Fraser is a distinguished professional in the commercial payments sector, renowned for her expertise in commercial card payments and core payables solutions. With a career spanning over two decades, Heather has made significant contributions to the financial industry, particularly in the areas of account leadership and sales management.Heather began her career with a strong foundation in financial services, quickly establishing herself as a knowledgeable and reliable expert in commercial payments. Her keen understanding of the complexities of payables solutions allowed her to excel in various roles, where she consistently delivered innovative strategies to optimize financial operations for her clients.Throughout her career, Heather has held pivotal positions with leading financial institutions, where she demonstrated her ability to drive growth and enhance client relationships. Her strategic insights and leadership skills have been instrumental in developing and implementing solutions that meet the evolving needs of businesses in the commercial sector.In addition to her work with financial institutions, Heather has extensive experience from her time at MasterCard, where she further honed her expertise in commercial payments. Her contributions at MasterCard have been marked by her ability to navigate the dynamic landscape of financial technology, ensuring that clients have access to cutting-edge solutions that streamline their payables processes.Heather’s dedication to excellence and her passion for the financial industry have earned her a reputation as a trusted advisor and leader. Her commitment to staying at the forefront of industry trends and her ability to adapt to changing market conditions have been key to her success.
June 10th 2025-
01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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10.00am -10.45amRoundtable discussions
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Suzanne Carter
Global head of supplier enablement services Visa
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Suzanne Carter
Global head of supplier enablement services Visa
Suzanne Carter, Visa’s Global Head of Supplier Enablement Services has a wide range of Commercial experience including leading supplier enablement strategy and analytics to grow commercial card acceptance. She joined Visa in 2019 and led the growth of the Supplier Enablement Service to Europe, CEMEA and AP. Prior to her time at Visa, Suzanne spent 7 years at American Express, including as Chief of Staff for the Global Services Group, which oversees 60,000 travel and call center agents, supporting AMEX’s servicing, credit & collections. Suzanne started her career on Wall Street working at the credit rating agency S&P Global. Suzanne lives in New York with her husband and two daughters, Hazel (4) and Norah (1). She is passionate about having fun with her family and is often found at the park, aquarium or Bronx Zoo at any given weekend.
June 10th 2025-
01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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David Bork
SVP, business development Boost
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David Bork
SVP, business development Boost
June 10th 2025-
01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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Paul Uher
Managing director, segment executive, merchant services Wells Fargo
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Paul Uher
Managing director, segment executive, merchant services Wells Fargo
Paul is Managing Director and leads merchant services business that supports the Commercial and Corporate Banking segments for Wells Fargo. He has responsibility for all aspects for the business segment, including financial performance, business development and account management.Paul has been with Wells Fargo since 1998 in a variety of roles in the treasury and merchant services businesses.Paul has a Master’s degree 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.
June 10th 2025-
01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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Moderated by
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Frank Martien.
Founder Windward Strategy
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Frank Martien.
Founder Windward Strategy
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.
June 10th 2025-
08.55am -09.35amMiddle Market pulse-trends, insights, and the future of payments
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09.35am -10.15amPanel discussion: Navigating uncertainty, geopolitical shifts and economic strategies for payment resilience
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01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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Panel discussion: Redefining commercial card processing
This session will explore the future of commercial card processing, addressing limitations of current platforms and emerging alternatives. Key topics include challenges like virtual card reissuance, transaction size and velocity limits, and mobile wallet provisioning. It will also cover critical considerations for banks when converting processors, ensuring a smoother transition and an optimised buyer journey.
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Lizzie Pine
Head of commercial card product strategy & transformation JP Morgan Chase & Co
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Lizzie Pine
Head of commercial card product strategy & transformation JP Morgan Chase & Co
Lizzie is the head of JPMorgan’s Commercial Card Product Strategy & Transformation function, serving the entire range of clients, from startups to enterprise. She has spent most of her career in payments 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.
June 10th 2025-
02.10pm -02.50pmPanel discussion: Redefining commercial card processing
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Shanda Goodwin
VP, commercial card training & resource manager sales enablement UMB Bank
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Shanda Goodwin
VP, commercial card training & resource manager sales enablement UMB Bank
June 10th 2025-
02.10pm -02.50pmPanel discussion: Redefining commercial card processing
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10.00am -10.45amRoundtable discussions
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Seth Perlman
Global head of product i2c Inc.
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Seth Perlman
Global head of product i2c Inc.
Seth Perlman leads i2c’s overall product development and commercialization efforts. He and his team develop innovative banking and payment technology solutions that ensure the i2c platform continues to exceed industry standards. Seth has more than 20 years of experience as a product and global strategy executive at several leading payments and financial technology companies. Most recently, Seth led a portfolio of issuer-facing digital payments and portfolio management products for Visa Inc., where he also held responsibility for Visa’s core consumer credit, debit, and prepaid product strategies. Previously, Seth held strategy and product leadership roles at First Data Corporation and PayPal.
June 10th 2025-
02.10pm -02.50pmPanel discussion: Redefining commercial card processing
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Moderated by
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Hugh Gallagher
Director Edgar, Dunn & Company
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Hugh Gallagher
Director Edgar, Dunn & Company
Hugh Gallagher is a Director of Edgar, Dunn & Company. Hugh leads the firm’s Americas consulting practice and also serves as the firm’s Chief Financial Officer. Hugh advises C-suite and senior executive teams at a variety of banks and other financial institutions, leading private equity firms, non-bank financial services companies, and financial technology and other bank vendor organizations. His primary areas of functional expertise include strategic planning, pricing and profitability analysis, product management, innovation and new product development, applied analytics and customer segmentation, customer experience, and partnerships, mergers & acquisitions. Hugh’s 30+ years of experience in payments and financial services also includes executive roles with First Manhattan Consulting Group, First Data Corporation (now Fiserv), SunTrust Banks (now Truist), eFunds Corporation (Fidelity National Information Services), Accenture/First Annapolis Consulting, and NBD Bank (JPMorgan Chase). A recognized industry thought leader, Hugh has been an invited speaker at conferences for the Bank Administration Institute, Consumer Bankers Association, Electronic Transaction Association, American Banker, and NACHA, and has authored whitepapers and articles for a variety of publications including Banking Perspective by The Clearing House, BAI’s Banking Strategies, and Bank Systems & Technology.Hugh graduated with his Bachelor’s Degree from the University of Illinois at Urbana-Champaign and earned his MBA from the University of Chicago’s Booth School of Business.
June 10th 2025-
02.10pm -02.50pmPanel discussion: Redefining commercial card processing
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Panel discussion: Building stronger partnerships and best practices for fintech onboarding and collaboration
This session will explore how banks can use fintech partnerships to drive agility, overcome legacy limitations, and accelerate innovation. It will cover best practices for selecting partners, streamlining onboarding, and navigating compliance challenges, while highlighting strategies to simplify integration and maximise long-term collaboration.
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Stephanie Wilczewski
Director, payables product strategy and new initiatives Bank of America
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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.
June 10th 2025 -
Jason Turner
VP national solution consulting manager Commerce Bank
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Jason Turner
VP national solution consulting manager Commerce Bank
Joining Commerce Bank in 2013, Jason brings over 20 years of experience in the Accounts Payable Automation industry. With a unique perspective from both a user and a provider, Jason currently leads Commerce Bank’s National Solution Consulting Team. This team partners with clients across diverse industries to identify opportunities for efficiency improvements and cost savings in their accounts payable processes.In his leadership role, Jason helps ensure the success of Commerce Bank’s business development teams by providing strategic guidance throughout the sales process. He also supports in the post-sale phase, ensuring continued value realization from accounts payable automation initiatives. He works closely with the teams to optimize available resources, helping them address the unique needs of clients. Jason is dedicated to ensuring that clients not only unlock the full potential of their accounts payable automation initiatives but also achieve long-term success through effective, efficient, and scalable solutions.
June 10th 2025 -
Tracy Armstrong
Head of commercial card & payables, corporate products & services TD Bank
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Tracy Armstrong
Head of commercial card & payables, corporate products & services TD Bank
Tracy is an experienced product executive with a proven track record of launching new payments solutions and experiences. Currently the Head of Commercial Card and Payables at TD Bank, she leads a dynamic product team responsible for delivering faster payment solutions, including RTP and small business Zelle, integrated payables and Commercial Cards. With over 20 years of experience in the payment industry, Tracy has a passion for driving results and cultivating confidence. Prior to her current role, she held positions at JPMorgan, HSBC and Bank of America. She is based in Chicago, IL.
June 10th 2025
Moderated by
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Joanne Modugno
VP, partnerships Inlogik
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Joanne Modugno
VP, partnerships Inlogik
Spearheading strategic partnership development at Inlogik, my role focuses on fostering partnerships and driving opportunities within the B2B payments realm. My tenure is marked by implementing innovative expense and spend management programs, enhancing operational efficiency and scaling business growth through product and sales planning with cross-functional collaboration.
June 10th 2025-
02.50pm -03.30pmPanel discussion: Building stronger partnerships and best practices for fintech onboarding and collaboration
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02.40pm -03.10pmEmbracing the fintech innovators: how can banks stay competitive?
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Networking break - sponsored by Discover
Maximizing value: smarter rebate management, incentive programs and pricing strategies
This session will explore innovative approaches to automating rebate management and optimising pricing strategies for both mid-market and large corporate clients. It will cover how automation in contract and volume management can drive profitability and efficiency. This panel discussion will feature experts from pricing teams and fintech providers, offering diverse insights into best practices for maximising value and navigating the complexities of rebate and pricing strategies in today’s competitive landscape as well as the future of interchange.
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Denver Mangaoang
Treasury product associate Bank of America
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Denver Mangaoang
Treasury product associate Bank of America
Denver Mangaoang is a Treasury Product Associate responsible for Commercial Card and B2B Portfolio Analytics and Pricing Strategy within Bank of America’s Global Payment Solutions group. In his role, Denver utilizes data driven decision making to support both internal and external Bank Partners. Denver resides in Charlotte, North Carolina and is a graduate of the University of North Carolina at Charlotte holding a degree in Data Science.
June 10th 2025 -
Rajeev Jayaraman
Head of commercial card payments Fifth Third Bank
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Rajeev Jayaraman
Head of commercial card payments Fifth Third Bank
June 10th 2025 -
Ken Han
Senior product manager, Spend Insights Codat
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Ken Han
Senior product manager, Spend Insights Codat
Ken is a senior product manager at Codat, where he leads product development to help financial institutions better connect with their clients. He is a little too passionate about designing and building financial infrastructure that helps people discover, trade with, and pay one another, perhaps due to his time at JPMorgan and the Federal Reserve Bank of Minneapolis.
June 10th 2025
Moderated by
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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.
June 10th 2025-
04.10pm -04.50pmMaximizing value: smarter rebate management, incentive programs and pricing strategies
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04.50pm -05.30pmInnovation Showcase - Shaping the future of payment innovations
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09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
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10.00am -10.45amRoundtable discussions
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02.00pm -02.40pmLightning talks: AI in action: transforming payments with smart solutions
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Innovation Showcase - Shaping the future of payment innovations
This session will shine a spotlight on emerging fintech companies driving innovation in the intersections of business process automation and commercial payments. It will also include a competition where participants can present their innovative solutions, with the audience voting to determine the winners.
Part 1: Innovation Showcases
| Mohamed Farid, CEO, ExpensePoint |
5:20 Part 2: Interactive voting and Innovation Awards
The audience vote will be announced and we will crown the CPI Innovation Award on stage
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Mohamed Farid
CEO ExpensePoint
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Mohamed Farid
CEO ExpensePoint
Mohamed Farid is the CEO of ExpensePoint, where he leads the company’s mission to revolutionize expense management for middle-market businesses. Mohamed has established ExpensePoint as an industry innovator focused on solving the challenges of non-card spend categories that traditional expense management systems often overlook.
Under Mohamed’s leadership, ExpensePoint has developed strategic partnerships with more than six major banking institutions, enabling these banks to retain and grow their middle-market corporate accounts through enhanced expense management offerings. These collaborations allow banks to provide their commercial clients with a unified platform that seamlessly integrates card data with traditionally difficult-to-track expenses, such as per diems, personal card reimbursements, and mileage.
Mohamed frequently speaks on topics including payment integration, expense automation and the evolving landscape of corporate financial management. He is passionate about helping organizations transform their approach to expenses from a necessary administrative function into a strategic advantage.
Beyond his professional achievements, Mohamed is deeply committed to disability rights and scientific advancement. He serves on the Strategic Advisory Council of Foundation Fighting Blindness, which has invested approximately $800 million in research for retinal degenerative diseases. He also sits on the Board of Directors of Baseera Foundation, an Egyptian non-profit that conducts over 10,000 eye operations annually, provides rehabilitation services, and has helped reform non-discrimination laws in Egypt.
Mohamed holds an MBA from Harvard Business School and B.A.Sc. in Systems Design Engineering (co-op) from the University of Waterloo. He is a gym enthusiast, foodie and global explorer. Mohamed has visited more than 43 countries and lived in 7 different nations throughout his life.
June 10th 2025-
04.50pm -05.30pmInnovation Showcase - Shaping the future of payment innovations
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Brian Anderson
Partner PaymentWorks
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Brian Anderson
Partner PaymentWorks
June 10th 2025-
04.50pm -05.30pmInnovation Showcase - Shaping the future of payment innovations
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Moderated by
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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.
June 10th 2025-
04.10pm -04.50pmMaximizing value: smarter rebate management, incentive programs and pricing strategies
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04.50pm -05.30pmInnovation Showcase - Shaping the future of payment innovations
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09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
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10.00am -10.45amRoundtable discussions
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02.00pm -02.40pmLightning talks: AI in action: transforming payments with smart solutions
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Networking reception.
End of day 1
Welcome remarks and recap of day 1
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Frank Martien
Founder Windward Strategy
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Frank Martien
Founder Windward Strategy
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.
June 11th 2025-
08.50am -08.55amWelcome remarks and recap of day 1
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Presentation: Payments state of the union - 2025 key commercial trends
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Laura Shelton
Head of travel commercial payments, file services and MIS Discover Network
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Laura Shelton
Head of travel commercial payments, file services and MIS Discover Network
Laura has more than 10 years of experience in commercial payments and more than 15 years in the business travel industry. A seasoned product manager, Laura is currently the Head of international commerical products with a product portfolio of solutions including virtual card number, corporate card, and travel accounts for both large market and SME. 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.
June 11th 2025
Fireside chat: Corporate strategies: defining payment goals
This session will feature mid-market corporate leader(s) who will share how they define and execute payment strategies. Discuss the challenges in aligning payment solutions with business objectives, optimising processes, and leveraging partnerships for efficiency and beyond.
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Rhea Sternberg
VP, manager of portfolio growth team BMO Harris Bank
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Rhea Sternberg
VP, manager of portfolio growth team BMO Harris Bank
June 11th 2025-
09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
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James Bianchi
Vice president of finance/controller Anson Industries
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James Bianchi
Vice president of finance/controller Anson Industries
June 11th 2025-
09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
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Frank Kerr
Relationship management, Americas Discover Network
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Frank Kerr
Relationship management, Americas Discover Network
June 11th 2025-
09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
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Moderated by
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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.
June 10th 2025-
04.10pm -04.50pmMaximizing value: smarter rebate management, incentive programs and pricing strategies
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04.50pm -05.30pmInnovation Showcase - Shaping the future of payment innovations
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09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
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10.00am -10.45amRoundtable discussions
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02.00pm -02.40pmLightning talks: AI in action: transforming payments with smart solutions
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Corporate case study: Virtual card embedded payments
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Raj Singh
Director treasury product – payments & cards, treasury management First Citizens Bank
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Raj Singh
Director treasury product – payments & cards, treasury management First Citizens Bank
June 11th 2025-
09.35am -10.00amCorporate case study: Virtual card embedded payments
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Roundtable discussions
Delegates choose one:
- Data and analytics: unlocking value for Middle Market companies – Mitchell Bessey, senior director, head of NA commercial solutions, Visa
- Next generation of virtual card products – Afua Appea, director, product management, Mastercard
- E-commerce: personalisation and consumerisation of B2B payments – Allan Reynolds, Partner, Windward Strategy
- Best practices of AP/AR automation – Heather Fraser, executive director, commercial banking, JP Morgan
- Innovative fintech strategies to enhance mid-market working capital access – Arthur Weiner, Founder & principal consultant, N Brook Advisors, LLC
- The future of interchange – Katie Beatty, SVP, director of card solutions operations & sales enablement, UMB Bank and Shanda Goodwin, VP, commercial card training & resource manager sales enablement, UMB Bank
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Mitchell Bessey
Senior director - Visa commercial solutions (VCS),North America Visa
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Mitchell Bessey
Senior director - Visa commercial solutions (VCS),North America Visa
Mitchell Bessey is the Head of North America Commercial Solutions at Visa. Based in San Francisco, Mitchell leads a team of product and market experts who deliver small, mid, and large market solutions for Visa’s Financial Institution and FinTech ecosystem in North America. Prior to this role, Mitchell delivered net new partnerships and payment solutions in roles across business development, FinTech partnerships, Strategy & Operations and Small Business Product management roles with Visa in both London and San Francisco. He holds a Bachelor of Arts in Economics from the University of Denver.
June 11th 2025-
10.00am -10.45amRoundtable discussions
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11.15am -12.00pmPanel discussion: Creating seamless finance and unlocking growth with embedded integration
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Heather Fraser
Executive director JP Morgan
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Heather Fraser
Executive director JP Morgan
Heather Fraser is a distinguished professional in the commercial payments sector, renowned for her expertise in commercial card payments and core payables solutions. With a career spanning over two decades, Heather has made significant contributions to the financial industry, particularly in the areas of account leadership and sales management.Heather began her career with a strong foundation in financial services, quickly establishing herself as a knowledgeable and reliable expert in commercial payments. Her keen understanding of the complexities of payables solutions allowed her to excel in various roles, where she consistently delivered innovative strategies to optimize financial operations for her clients.Throughout her career, Heather has held pivotal positions with leading financial institutions, where she demonstrated her ability to drive growth and enhance client relationships. Her strategic insights and leadership skills have been instrumental in developing and implementing solutions that meet the evolving needs of businesses in the commercial sector.In addition to her work with financial institutions, Heather has extensive experience from her time at MasterCard, where she further honed her expertise in commercial payments. Her contributions at MasterCard have been marked by her ability to navigate the dynamic landscape of financial technology, ensuring that clients have access to cutting-edge solutions that streamline their payables processes.Heather’s dedication to excellence and her passion for the financial industry have earned her a reputation as a trusted advisor and leader. Her commitment to staying at the forefront of industry trends and her ability to adapt to changing market conditions have been key to her success.
June 10th 2025-
01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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10.00am -10.45amRoundtable discussions
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Maria Line
MD, head of commercial card FNBO
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Maria Line
MD, head of commercial card FNBO
Maria is the Head of Customer Engagement, Portfolio Management & 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.
June 11th 2025-
10.00am -10.45amRoundtable discussions
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Afua Appea
Director, product management Mastercard
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Afua Appea
Director, product management Mastercard
Afua Appea is a seasoned product manager with over a decade of experience at the intersection of banking, finance, and payments. Currently serving as Director of Product Management at Mastercard, Afua plays a pivotal role within the U.S. Mid-Market team, where she leads the development and execution of product strategies designed to meet the evolving needs of mid-sized businesses. In her role at Mastercard, Afua focuses on driving innovation, crafting and executing go-to-market strategies, and launching new products that enhance customer experiences and create tangible value for clients. Her deep expertise in financial technology, digital payments, and customer-centric product strategy positions her as a forward-thinking leader who understands the nuances of an increasingly digital economy. She is particularly passionate about leveraging cutting-edge technologies to shape the future of business, foster growth, and deliver seamless and differentiated experiences across the financial services landscape. Prior to joining Mastercard, Afua held a variety of impactful roles at SVB, Charles Schwab Bank, and Fiserv, where she gained hands-on experience in operations, foreign exchange (FX), relationship management, and account management. These roles gave her a well-rounded perspective on the financial services industry, further strengthening her ability to design products that are both innovative and operationally sound.
June 11th 2025-
10.00am -10.45amRoundtable discussions
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Katie Beatty
SVP, director of card solutions operations & sales enablement UMB Bank
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Katie Beatty
SVP, director of card solutions operations & sales enablement UMB Bank
June 10th 2025-
12.10pm -12.30pmPanel discussion: The rise of real-time payments
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10.00am -10.45amRoundtable discussions
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Shanda Goodwin
VP, commercial card training & resource manager sales enablement UMB Bank
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Shanda Goodwin
VP, commercial card training & resource manager sales enablement UMB Bank
June 10th 2025-
02.10pm -02.50pmPanel discussion: Redefining commercial card processing
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10.00am -10.45amRoundtable discussions
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Allan Reynolds
Senior strategy consultant Windward Strategy
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Allan Reynolds
Senior strategy consultant Windward Strategy
Allan joined First Annapolis in 2010 working in Commercial Payments as well as the firm’s Amsterdam office. After broadening his professional experiences through roles in brand management and e-commerce, Allan joined Windward in early 2025 to focus on e-commerce and payments convergence.
June 11th 2025-
10.00am -10.45amRoundtable discussions
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Moderated by
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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.
June 10th 2025-
04.10pm -04.50pmMaximizing value: smarter rebate management, incentive programs and pricing strategies
-
04.50pm -05.30pmInnovation Showcase - Shaping the future of payment innovations
-
09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
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10.00am -10.45amRoundtable discussions
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02.00pm -02.40pmLightning talks: AI in action: transforming payments with smart solutions
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Networking break - sponsored by Windward Strategy
Panel discussion: Creating seamless finance and unlocking growth with embedded integration
This session will explore the critical role of embedding financial services into key business platforms for middle market companies. It will address common challenges faced by firms with limited technical resources and highlight collaborative models between banks and business platforms. The discussion will also explore ecosystem partnerships and emerging innovation opportunities, offering insights on how businesses can leverage embedded finance to drive growth, streamline operations, and improve customer experiences.
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Paul Krumholz
Head of commercial card product management HSBC
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Paul Krumholz
Head of commercial card product management HSBC
Paul Krumholz leads Commercial Card Product Management for HSBC in the US. 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 across a range of applications, he has expertise in supplier enablement/supplier enrollment/vendor analysis for B2B Card programs. Prior to Citi, Paul had a career as an officer in the United States Navy.
June 10th 2025-
10.15am -11.00amVirtual card use cases and innovation: lightning talks
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Mitchell Bessey
Senior director - Visa commercial solutions (VCS),North America Visa
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Mitchell Bessey
Senior director - Visa commercial solutions (VCS),North America Visa
Mitchell Bessey is the Head of North America Commercial Solutions at Visa. Based in San Francisco, Mitchell leads a team of product and market experts who deliver small, mid, and large market solutions for Visa’s Financial Institution and FinTech ecosystem in North America. Prior to this role, Mitchell delivered net new partnerships and payment solutions in roles across business development, FinTech partnerships, Strategy & Operations and Small Business Product management roles with Visa in both London and San Francisco. He holds a Bachelor of Arts in Economics from the University of Denver.
June 11th 2025-
10.00am -10.45amRoundtable discussions
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11.15am -12.00pmPanel discussion: Creating seamless finance and unlocking growth with embedded integration
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Moderated by
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Frank Martien.
Founder Windward Strategy
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Frank Martien.
Founder Windward Strategy
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.
June 10th 2025-
08.55am -09.35amMiddle Market pulse-trends, insights, and the future of payments
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09.35am -10.15amPanel discussion: Navigating uncertainty, geopolitical shifts and economic strategies for payment resilience
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01.30pm -02.10pmLatest supplier enablement and acceptance strategies
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In conversation: Accelerating the Middle Market with Mastercard
Join us for a discussion on how Mastercard is empowering middle-market businesses with a tailored suite of solutions that accelerate growth, drive digitization, and enhance security. Discover how Mastercard’s commitment to innovation and collaboration is driving real change for the middle market, enabling smarter financial decisions and fostering stronger performance.
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Sheelu Jain
Head of U.S. middle market Mastercard
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Sheelu Jain
Head of U.S. middle market Mastercard
Sheelu Jain is Head of Mid-Market Products for the U.S. region at Mastercard. In this role, she leads product innovation and commercialization efforts tailored to the unique needs of the mid-market segment. Earlier this year, Sheelu spearheaded the launch of the Mastercard Mid-Market Accelerator, a comprehensive suite of solutions designed to empower middle market businesses to grow, digitize, and better protect their businesses. Prior to this, she led the development of large market payment products aimed at streamlining and automating the exchange of payments data between buyers and suppliers, enhancing operational efficiency for business users. Sheelu joined Mastercard in 2015, bringing with her a wealth of experience from American Express, where she held multiple product leadership roles. Her work at Amex included developing products for small business and affluent consumer segments, as well as driving customer acquisition strategies across ecommerce and travel partnerships. With over 15 years of experience in financial services, Sheelu has built a career spanning small business, mid-market, large corporate, digital, and affluent consumer segments. She holds an MBA from the University of Chicago Booth School of Business and a Masters in Computer Science from the University of Southern California.
June 11th 2025-
12.00pm -12.30pmIn conversation: Accelerating the Middle Market with Mastercard
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Aria Kavyani
Senior vice president - head of commercial card sales and account management Citizens Bank
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Aria Kavyani
Senior vice president - head of commercial card sales and account management Citizens Bank
June 11th 2025-
12.00pm -12.30pmIn conversation: Accelerating the Middle Market with Mastercard
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Moderated by
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Allan Reynolds
Senior strategy consultant Windward Strategy
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Allan Reynolds
Senior strategy consultant Windward Strategy
Allan joined First Annapolis in 2010 working in Commercial Payments as well as the firm’s Amsterdam office. After broadening his professional experiences through roles in brand management and e-commerce, Allan joined Windward in early 2025 to focus on e-commerce and payments convergence.
June 11th 2025-
12.00pm -12.30pmIn conversation: Accelerating the Middle Market with Mastercard
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In conversation with the client: Leveraging gap analysis for strategic growth
This session will explore how financial institutions can leverage gap analyses to drive strategy, prioritize product enhancements, and strengthen business cases. Panellists will share experiences in using analysis outcomes to gain leadership buy-in, navigate internal approvals, and stay relevant amid evolving trends. The role of partnerships with Visa in supporting issuer strategies will also be discussed.
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Cheri Hansen
Commercial payments regional manager, VP Arvest Bank
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Cheri Hansen
Commercial payments regional manager, VP Arvest Bank
Cheri Hansen, Commercial Payments Regional Manager, VP, CPCP, has over 35 years of banking and commercial card experience. Cheri’s leadership of the Commercial Payments team has history of business development, product expertise and portfolio management for commercial card payments solutions. With a focus on cultivating relationships they provide solutions to streamline the payment process, increase efficiencies and maximize return. Since joining Arvest in April of 2011, Cheri has dedicated herself to leading, developing, implementing, and expanding Commercial Card programs and relationships with her clients. She completed the IOCP purchasing card certification, joining others across the nation as being CPCP certified. Cheri graduated from Southern Nazarene University in Bethany, Oklahoma with a Bachelor’s Degree and resides in Oklahoma City, OK. Arvest Bank, Arvest Credit Card Division and experts like Cheri, view themselves as Strategic Partners for businesses and their Commercial Card Programs.
June 11th 2025 -
Stephanie Foster
Commercial payments regional manager, VP Arvest Bank
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Stephanie Foster
Commercial payments regional manager, VP Arvest Bank
Stephanie Foster, Commercial Payments Regional Manager, VP, APSC, has a wide range of banking experience over the last 18 years and has spent 9 years in the commercial card industry. Stephanie earned her bachelor’s degree from Northeastern State University in Business Administration with a focus on International Finance. Stephanie strives to put her customers first by providing continuous support as she manages a team for sales and implementation of Purchasing Cards and ePayables. Her team focuses on consulting and tailoring the products to best fit each client’s needs. By specializing in Commercial Payments solutions, Stephanie and her team help clients gain efficiencies and aim to transform Accounts Payable and Purchasing departments into profit centers. She resides in Tulsa, Oklahoma.
June 11th 2025 -
Robin Menz
Senior director Visa Consulting and Analytics
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Robin Menz
Senior director Visa Consulting and Analytics
Robin Menz is a commercial payments expert with over 25 years of industry experience. She started her career at American Express in corporate cards and travel services and later took on senior B2B roles in sales, account development, and merchant services/supplier enablement for middle and large market customers. After American Express, Robin spent 2 years at Capital One where she helped build their commercial card sales organization. For the last five years, she has been part of Visa Consulting and Analytics, where she has supported issuers with expertise in sales optimization, target operating models, and growth strategies. Robin enjoys golfing and pursuing creative endeavors through acrylic painting and home remodeling projects.
June 11th 2025 -
Greg Banks
Director large and middle market solutions Visa
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Greg Banks
Director large and middle market solutions Visa
June 11th 2025
Moderated by
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Julie Schmitz
Co-founder Scale Solutions Group
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Julie Schmitz
Co-founder Scale Solutions Group
June 11th 2025
Lunch
Lightning talks: AI in action: transforming payments with smart solutions
This panel brings together leading AI experts to share their expertise on how AI is changing the payments landscape with practical applications. This session will explore how AI enhances client onboarding, streamlines integration, and simplifies reporting, improving operational efficiency. Two 15-minute presentations/use cases will highlight how AI is used in payment ecosystems and focus on improving accuracy, accelerating processes, and unlocking new growth opportunities. The discussion will discuss best practices, challenges, and innovative approaches into how businesses can use AI-driven solutions to remain competitive and future-ready in an evolving financial landscape. Real-life applications from operations managers, pricing teams, client executives, and sales teams.
Practical applications of AI in:
– How AI influence payments and fraud prevention;
– Client experience optimization;
– Operational efficiency and automation
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Breenae Washington
Director, product management – mid-market accelerator Mastercard
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Breenae Washington
Director, product management – mid-market accelerator Mastercard
Breenae Washington is a product and engineering leader with over a decade of experience driving innovation across fintech and cybersecurity. As Director, Product Management at Mastercard, she leads the strategy for Global Mid-Market Solutions that empower mid-sized businesses with access to capital and modern B2B financial tools. Breenae has held impactful roles at Amazon and within Mastercard’s Cyber & Intelligence division, where she focused on identity, authentication, and platform strategy. She brings deep expertise in agile product delivery, secure infrastructure, and cross-functional leadership—connecting technical excellence with meaningful business outcomes. She holds a Bachelor of Science in Engineering Management from Missouri University of Science & Technology and is based in the Greater St. Louis area.
June 11th 2025 -
Chris Voss
Founder Voss Growth Partners
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Chris Voss
Founder Voss Growth Partners
Chris Voss is a technology strategist and founder of Voss Growth Partners, a consultancy helping companies harness AI and automation to streamline operations, reduce risk, and enhance the customer journey. With years of experience leading digital transformation initiatives across industries, Chris brings a practical, business-first approach to innovation. At this conference, he will explore how AI and automation are transforming the payments ecosystem.
June 11th 2025
Moderated by
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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Arthur Weiner
Founder and principal consultant N Brook Advisors, LLC
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.
June 10th 2025-
04.10pm -04.50pmMaximizing value: smarter rebate management, incentive programs and pricing strategies
-
04.50pm -05.30pmInnovation Showcase - Shaping the future of payment innovations
-
09.05am -09.35amFireside chat: Corporate strategies: defining payment goals
-
10.00am -10.45amRoundtable discussions
-
02.00pm -02.40pmLightning talks: AI in action: transforming payments with smart solutions
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Embracing the fintech innovators: how can banks stay competitive?
Fintechs are reshaping payments with innovative models and high rebates, challenging traditional banks to stay competitive. This session will explore how banks can stay competitive and utilise Fintechs for their growth initiatives.
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Felipe Lopez
Vice president, business development Mastercard
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Felipe Lopez
Vice president, business development Mastercard
Felipe Lopez joined Mastercard in 2016 to lead the development of Global B2B Partnerships, working across a variety of industries including Consumer Packaged Goods, Insurance, and Business Platforms. He is a performance-driven executive with over 25 years of international experience in payments, analytics, and strategic partnerships across North America, Asia Pacific, and Latin America. Felipe is passionate about innovation and building long-term relationships with industry leaders, partners, and fintechs to eliminate inefficiencies and unlock untapped opportunities. Prior to Mastercard, Felipe held executive roles at global financial institutions, focusing on product development, sales, and marketing analytics.
June 11th 2025-
02.40pm -03.10pmEmbracing the fintech innovators: how can banks stay competitive?
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Jonathan Oakes
Senior managing director of card products SVB
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Jonathan Oakes
Senior managing director of card products SVB
Jonathan Oakes is the senior managing director of card products at SVB, a division of First Citizens Bank, where he has been critical in designing and delivering best in class card-based payment solutions across all SVB’s clients, from newly incorporated start-ups through late-stage companies. Jonathan has championed multiple initiatives to assist businesses of any size with simple to get, simple to use solutions that can scale with clients rapidly along their growth journey at SVB. Prior to SVB Jonatan led treasury and trade solutions at Citi, delivering innovative digital payment solutions for global co-operations across 65 unique markets. He has a degree from Georgetown University. In his free time, he enjoys family hikes in the Hudson Valley, while carrying his 3-year-old daughter on his back.
June 11th 2025-
02.40pm -03.10pmEmbracing the fintech innovators: how can banks stay competitive?
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Moderated by
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Joanne Modugno
VP, partnerships Inlogik
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Joanne Modugno
VP, partnerships Inlogik
Spearheading strategic partnership development at Inlogik, my role focuses on fostering partnerships and driving opportunities within the B2B payments realm. My tenure is marked by implementing innovative expense and spend management programs, enhancing operational efficiency and scaling business growth through product and sales planning with cross-functional collaboration.
June 10th 2025-
02.50pm -03.30pmPanel discussion: Building stronger partnerships and best practices for fintech onboarding and collaboration
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02.40pm -03.10pmEmbracing the fintech innovators: how can banks stay competitive?
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End of conference
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