Agenda
Join us at CPI Middle Market Summit to enable you and your business to stay ahead in US middle market’s rapidly evolving payments landscape and scale digital strategy in the region.
The Summit will also reflect on industry opportunities, challenges and innovations from visionary leaders, share the supplier perspectives and provide clear thought leadership, practical focus and solutions for key business priorities in payments.
Registration
Welcome address
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Chris Clarke
Head of content and conference production, Eurofinance, The Economist Group
Chris Clarke
Head of content and conference production, Eurofinance, The Economist Group
June 7th 2023-
09:00am -9:05amWelcome address
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Opening remarks from The Economist Group
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Daniel Knowles
Midwest correspondent, Chicago, United States, The Economist Group
Daniel Knowles
Midwest correspondent, Chicago, United States, The Economist Group
June 7th 2023-
09:05am -9:25amOpening remarks from The Economist Group
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Middle market trends: the rising importance of digitization to drive growth and efficiency
A review of the research into the current middle market performance as well as the growth forecast, the changing business landscape. Discover how companies will operate in the future and how supply chain disruption will affect the middle market segment. How will interest rate spikes different verticals in commercial cards and the wider B2B payments markets? What are the challenges and opportunities for the B2B payment sector today?
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Kimberly Roseler
Program manager, National Center for the Middle Market
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.
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Sarah Steele
Senior director, Visa
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.
Moderator
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Steve Murphy
President, MRC LLC
Steve Murphy
President, MRC LLC
June 8th 2023-
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.
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PANEL: Supplier insights: a practical deep dive in supplier onboarding and value proposition (Part 1)
What are the obstacles for suppliers and pain points in commercial card program onboarding today? What needs to be done to improve the experience of making and accepting payments and advancing buyer-supplier commercial card program relationships. How can merchant acceptance of virtual cards be encouraged and set up straight through processing schemes? What plans are in place to normalize what is today, a disparate buyer/supplier payment network?
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Ray Champ
SVP, head of commercial products, Citizens Bank
Ray Champ
SVP, head of commercial products, Citizens Bank
June 7th 2023-
10:10am -11:05amPANEL: Supplier insights: a practical deep dive in supplier onboarding and value proposition (Part 1)
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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.
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Nancy Butler
Director, payment optimization, automation and strategy, treasury payment solutions,
BMO Commercial Bank
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.
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Stephen Cohen
SVP, business development, Boost Payment Solutions
Stephen Cohen
SVP, business development, Boost Payment Solutions
June 7th 2023Stephen 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. -
David Alpha
VP, commercial product sales, Mastercard
David Alpha
VP, commercial product sales, Mastercard
June 7th 2023David 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.
Moderator
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
June 8th 2023-
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.
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Networking break - sponsored by Inlogik
PANEL DISCUSSION: Solving V-cards: integration challenges 2023
This panel will analyze the growth projections of V-cards (virtual cards) in comparison with ACH or P-cards moving forward and what it means for the payment system. It will also address how virtual cards can be integrated beyond just the payment part, by integrating the AP/ AR processes. What are the real concerns with virtual cards today from both security perspectives and consumer behavior? The panel will explore best practices of supplier enablement: how large does the middle market need to be for deployment of a virtual card to be worthwhile for both the organization and for the virtual card provider?
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Nancy Butler
Director, payment optimization, automation and strategy, treasury payment solutions,
BMO Commercial Bank
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.
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Nicole Chauffe
Senior managing product manager, commercial card, First Citizens Bank
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
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Aisha Abbas
Executive director, virtual card product management, J.P. Morgan
Aisha Abbas
Executive director, virtual card product management, J.P. Morgan
June 7th 2023-
11:35am -12:30pmPANEL DISCUSSION: Solving V-cards: integration challenges 2023
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Robyn Clancy
Senior director, Visa Business Solutions
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. -
Moderator
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Ryan Mason,
SVP, head of bank sales, Extend
Ryan Mason,
SVP, head of bank sales, Extend
PANEL: Supplier insights: a practical deep dive in supplier onboarding and value proposition (Part 2)
This session will focus on removing friction from the acceptance processes, onboarding suppliers and will address the onboarding suppliers’ experience. It will showcase how it can be done in practice, what providers are doing to eliminate the pain points, and the value proposition for suppliers. Panellists will share best experience and examine new innovation and initiatives in supplier onboarding and enablement practices in virtual card programs. Lastly, what role does custom interchange rates have on the push/pull relationship in place today with buyers and suppliers, respectively.
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Maria Line
MD, head of commercial card, FNBO
Maria Line
MD, head of commercial card, FNBO
June 7th 2023 -
Thayer Stewart
CEO, PaymentWorks
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)
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02:00pm -2:45pmRoundtable discussions
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Shawn Thomas
Senior director, Visa
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.
Moderator
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
June 8th 2023-
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.
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Lunch
PANEL DISCUSSION: Managing the balance of working capital and rising rates
This panel will discuss the impact of rising interest rates on cost of funds. How has the calculation of rebate/reward changed? How does it impact issuers, and more importantly, how does a rising rate environment impact the end-users P&L? Panellists will discuss potential cash flow enhancement for the banks while managing the cost of funds and how P&L is going to adapt. Discover how banks and end-users can optimize revenue sharing and rebate.
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Jennifer Kertes
VP, market manager,
Citizens Bank
Jennifer Kertes
VP, market manager,
Citizens Bank
June 7th 2023 -
Andrea Soto
SVP, business development, Boost Payment Solutions
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. -
Michele Laurin
Senior product manager, card services,
Western Alliance Bank
Michele Laurin
Senior product manager, card services,
Western Alliance Bank
June 7th 2023Business 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.
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Bruno Perreault
Head of partnerships and business development, Plastiq
Bruno Perreault
Head of partnerships and business development, Plastiq
Moderator
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Frank Martien
Founder, Windward Strategy
Frank Martien
Founder, Windward Strategy
June 8th 2023-
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.
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PANEL DISCUSSION: Best practices of AP/AR automation
Join this panel to assess the solutions to AP/AR optimization and the implementation and resourcing of positive process change. How can you harness technologies to transform systems and automate processes for buyers and suppliers to improve efficiency and cash flow? How can more customers be encouraged to use automation while taking advantage of enablers such as invoice management and partnerships?
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Chaps Poduri
Director for commercial payments, Bank of America
Chaps Poduri
Director for commercial payments, Bank of America
June 7th 2023-
03:00pm -3:45pmPANEL DISCUSSION: Best practices of AP/AR automation
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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.
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Raghu Adiraju
VP, head of commercial acceptance, North America, Mastercard
Raghu Adiraju
VP, head of commercial acceptance, North America, Mastercard
June 7th 2023-
03:00pm -3:45pmPANEL DISCUSSION: Best practices of AP/AR automation
Raghuram Adiraju is Head of Commercial Acceptance, North America, Mastercard. Raghu leads the company’s efforts to retain and expand the B2B payment acceptance footprint for card present, card-not-present and non-card rails. With a decade of payments experience, Raghu held various roles in finance, supply chain management, product management and product sales. With his multi-disciplinary background, Raghu supports issuers and acquirers in facilitating effective B2B payments experiences. Prior to joining Mastercard, Raghu gained experience in software engineering working for Infosys, an industry-leading information technology consulting company. Recognized as Forty under 40 by ETA Transact, Raghu received his MBA from Rutgers University and a Bachelor of Engineering degree from Osmania University, India.
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Rob Snyder
Director payments partners and FIs, Corporate Spending Innovations
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.
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Moderator
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Frank Martien
Founder, Windward Strategy
Frank Martien
Founder, Windward Strategy
June 8th 2023-
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.
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Networking break
Personalization and consumerization of B2B payments
In the world of B2B payments, personalization is becoming increasingly important, as businesses search for tailored payment solutions to meet their specific needs. However, consumerization is also emerging as a significant trend, as companies aim to replicate the convenience and user-friendly experience of consumer payment solutions. Digitization is playing a key role in enabling this trend, with the use of mobile payments being a prime example. To keep up with the rapidly changing payments landscape, businesses must stay agile and adaptable. Personalization can be achieved through the use of data analytics, automation, and customer feedback. This session will focus on how financial institutions are using data, in the experience of shopping and payments and how it is impacting the future of B2B payments and new products.
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Paul Krumholz
North America head of B2B commercial card products, HSBC
Paul Krumholz
North America head of B2B commercial card products, HSBC
June 7th 2023-
04:15pm -5:00pmPersonalization and consumerization of B2B payments
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Sheelu Jain
VP, US mid-market commercial solutions and strategy, Mastercard
Sheelu Jain
VP, US mid-market commercial solutions and strategy, Mastercard
June 7th 2023-
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.
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Moderator
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Frank Martien
Founder, Windward Strategy
Frank Martien
Founder, Windward Strategy
June 8th 2023-
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.
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Presentation: 7 best practices to capture opportunities in the fast-growing B2B payments market
Over the past decade, Business-to-Business (B2B) payments and their processes have become increasingly digital and Edgar, Dunn & Company (EDC) estimates that the global B2B payments market will grow from $113 trillion in 2023 to $137 trillion in 2027 with a CAGR of 5%. EDC has conducted a compelling research study to understand the current state of B2B payments based on more than 100+ interviews with corporates and 50+ interviews with all actors in the B2B payments value chain. EDC identified payment-related pain points that corporates and SMEs encounter, as well as 7 best practices payment providers can implement for a successful B2B payments strategy.
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Greg Toussaint
Director, Edgar, Dunn & Company
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.
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Hugh Gallagher
Director and CFO, Edgar, Dunn & Company
Hugh Gallagher
Director and CFO, Edgar, Dunn & Company
June 7th 2023Hugh is a Director in the Atlanta office and leads the North American Consulting Practice for EDC. He has 30+ years of experience in the payments, fintech, and financial services industries. 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 on strategic planning, pricing and profitability analysis, product management, innovation and new product development, applied analytics and customer segmentation, customer experience, and partnerships, mergers & acquisitions. Outside the payments and fintech industry Hugh is an avid golfer.
Networking reception - end of day 1
Welcome address
PANEL DISCUSSION: The state of play in payment methods and solutions
The payment landscape has undergone a significant transformation in recent years, with the rise of new payment technologies and solutions. This session will explore the state of play of payment solutions and methods today and how different payment methods fit into the current payment ecosystem. The panellists will analyze “Buy now, pay later”, Pay By Bank and other alternative points of sale payments. What are the different types of payment methods and which ones should you offer your clients?
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Tim Mills
EVP, emerging and digital payments group manager, Regions
Tim Mills
EVP, emerging and digital payments group manager, Regions
June 8th 2023Timothy 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.
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Jason Turner
VP, national solution consulting manager, Commerce Bank
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
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02:00pm -2:45pmRoundtable discussions
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Stephen Wooters
EVP, Fairfield County Bank
Stephen Wooters
EVP, Fairfield County Bank
June 8th 2023
Moderator
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Frank Martien
Founder, Windward Strategy
Frank Martien
Founder, Windward Strategy
June 8th 2023-
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.
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PRESENTATION: Instant payments and the launch of FedNow
This session will share the latest updates and remaining barriers on the FedNow initiative and what the impact will be on the middle market sector.
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Erik T Van Bramer
Head of national sales and customer relations, Federal Reserve Financial Services
Erik T Van Bramer
Head of national sales and customer relations, Federal Reserve Financial Services
June 8th 2023-
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.
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Moderator
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Frank Martien
Founder, Windward Strategy
Frank Martien
Founder, Windward Strategy
June 8th 2023-
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.
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PANEL DISCUSSION: Open banking and embedded finance payments innovation
This panel will assess the potential for open banking in the US and what opportunities it presents in terms of product development, cards programs’ design, data sharing and account aggregation. What lessons can be learned from Europe on their implementation journey and what issues should be avoided? What are the implementation strategies of open banking in Europe that would be applicable for the US market? What can we learn from non-bank issues in this space? What competitive threat will be coming out of that area of the market?
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Robert Hackman
SVP, product, small and medium enterprises, Mastercard
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.
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Ian Parnell
Account general manager, commercial card services, DXC Technology
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.
Moderated by
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Sanjib Banerjee
Director, PwC US
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.
Networking break
PANEL DISCUSSION: Systems and data integration: how can you integrate with your middle market customer in real time?
This session will debate how financial firms can integrate with corporate and middle market clients. What should the integration process look like? How can we feed data and information from financial services to the client in terms of reconsolidation and make it real time? Going forwards, what needs to be done to make the processes easier and more effective? Panellists will explore future trends while examining the needs and demands of middle market firms.
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Penny Foust
First VP, Signature Bank
Penny Foust
First VP, Signature Bank
June 8th 2023Penny Foust is a Certified Treasury Professional, leading Signature Bank’s Treasury Management Team in Chicago. Penny’s career in finance started in the early 90s with American National Bank & Trust Company of Chicago, she has been dedicated to the commercial banking industry for over 25 years, holding strong leadership positions in business payments, product development and treasury management sales and service. Her current responsibilities focus on strategic commercial card management, AP automation and delivering customized treasury products and services to commercial banking clients with high touch service. Penny works closely with internal and external partners to stay informed of fraud and cybercrime trends to provide advisory services and presentations around fraud education, prevention, and risk management best practices.
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Tina Henrikson
Director, product strategy, North America business solution, Visa
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.
Moderator
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Greg Toussaint
Director, Edgar, Dunn & Company
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.
Innovation in payments and cards
In this session, we will explore the latest disruptors in payments today, what latest technologies have been proven for payments and where the companies are currently investing. We will then have innovative payment FinTech and Start-ups companies sharing their insights followed by quickfire delegate Q&A.
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Bruno Perreault
Head of partnerships and business development, Plastiq
Bruno Perreault
Head of partnerships and business development, Plastiq
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Matthew Miller
Head of partnerships,
Viewpost
Matthew Miller
Head of partnerships,
Viewpost
June 8th 2023-
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.
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Moderator
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Steve Murphy
President, MRC LLC
Steve Murphy
President, MRC LLC
June 8th 2023-
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.
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Lunch
Roundtable discussions
Delegates choose one:
- ACH+ capability that mimic virtual card versatility led by Frank Martien, founder, Windward Strategy
- Fraud – latest view on fraud and how the financial firms addressing it today? Led by Thayer Stewart, CEO, PaymentWorks
- Impact of real-time payments on middle market corporate markets led by Arthur Weiner, founder and principal consultant, N Brook Advisors
- ESG and sustainability in payment markets led by Chris Holmes, SVP, KAE
- Proprietary supplier directories that contemplate data sharing led by Ray Champ, SVP, head of commercial products, Citizens Bank
- Vertical growth in B2B led by Carmine Barone, head of North America, Inlogik
- Next generation of virtual card products led by Jason Turner, VP, national solution consulting manager, Commerce Bank
- Cross border payments, crypto and digital currencies updates led by Steve Murphy, president, MRC LLC
- Mobile payments – latest developments led by Kenneth Bell, B2B payments efficiency expert, KB Better Business Solutions
- E-commerce: making sure transactions are secure, efficient, and cost-effective led by Chaps Poduri, director for commercial payments, Bank of America
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Frank Martien
Founder, Windward Strategy
Frank Martien
Founder, Windward Strategy
June 8th 2023-
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.
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Thayer Stewart
CEO, PaymentWorks
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)
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02:00pm -2:45pmRoundtable discussions
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
June 8th 2023-
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.
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Chris Holmes
SVP,
KAE Consulting
Chris Holmes
SVP,
KAE Consulting
June 8th 2023-
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.
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Ray Champ
SVP, head of commercial products, Citizens Bank
Ray Champ
SVP, head of commercial products, Citizens Bank
June 7th 2023-
10:10am -11:05amPANEL: Supplier insights: a practical deep dive in supplier onboarding and value proposition (Part 1)
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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.
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Jason Turner
VP, national solution consulting manager, Commerce Bank
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
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02:00pm -2:45pmRoundtable discussions
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Chaps Poduri
Director for commercial payments, Bank of America
Chaps Poduri
Director for commercial payments, Bank of America
June 7th 2023-
03:00pm -3:45pmPANEL DISCUSSION: Best practices of AP/AR automation
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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.
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Carmine Barone
Head of North America, Inlogik
Carmine Barone
Head of North America, Inlogik
June 8th 2023-
02:00pm -2:45pmRoundtable discussions
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Kenneth Bell
B2B payments efficiency expert, KB Better Business Solutions
Kenneth Bell
B2B payments efficiency expert, KB Better Business Solutions
June 8th 2023-
02:00pm -2:45pmRoundtable discussions
I’m a strong payments industry professional skilled in cash flow acceleration, AR automation, AP monetization, operational efficiencies, tax benefits, Level II and Level III interchange optimization, and Straight-Through-Processing (STP).
As an Econ major who went straight into financial services after college, I have been advising clients ever since.
I got my insurance license and LUTCF designation at my first job out of college.
Later I became a registered investment advisor (RTA) with Raymond James and Associates.
I have 12 years of experience in the merchant services industry. Most of it with North American Bancard. For the first ten years, I focused on the B2C market. I served businesses like automotive repair shops, general hardware stores, and restaurants.
Over the last 2 years, I have concentrated on the B2B market through my company, KB Better Business Solutions.
I’m passionate about helping middle-market companies get involved in the move toward digital transformation and automation.
We have helped dozens of construction, transportation, manufacturing, and wholesale companies make the switch to electronic payments and AR/AP automation.
I began every weekday at my neighborhood gym at 5:30 am. I’m such a regular they call me ‘Mr. Brookhaven LA Fitness’. I have made quite a few friends at the gym. And we motivate each other, talk about current news events, and check on one another if we go missing for more than a few days.
On the weekends I’m an avid reader and sports fan. My favorite sports are the PGA, MLB, NFL, and NBA.
I moved to Atlanta 9 years ago from Memphis. I love it here. The summer music festivals are great. I love the convenience of Atlanta Jackson-Hartsfield airport to travel back home and to other business and pleasure destinations.If you want to work with a dedicated professional, please don’t hesitate to call me at +1470-792-1017 or by emailing me at kenb@kbbetterbusiness.com
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Steve Murphy
President, MRC LLC
Steve Murphy
President, MRC LLC
June 8th 2023-
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.
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Case study: Building commercial card programs for the middle market
How to launch a new commercial payment: the end -to-end journey from card issuing to final enablement.
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Tammy Trilli
SVP, head of commercial payments, FNBO
Tammy Trilli
SVP, head of commercial payments, FNBO
June 8th 2023Tammy 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.
Moderator
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Steve Murphy
President, MRC LLC
Steve Murphy
President, MRC LLC
June 8th 2023-
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.
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Leaders' insights and predictions: challenges and opportunities for 2024
This panel will share their insights and forecast on how the payment and commercial card sector will evolve over the coming years and what they are doing to prepare for 2024 and beyond. They will also address the issue of finding talent and developing skills within teams.
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William Kniering
SVP, head of commercial card, Texas Capital Bank
William Kniering
SVP, head of commercial card, Texas Capital Bank
June 8th 2023Bill 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.
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Erica Orange
EVP and COO,
The Future Hunters
Erica Orange
EVP and COO,
The Future Hunters
June 8th 2023 -
Matt Ribbens
SVP, senior director, head of treasury product management,
First Citizens Bank
Matt Ribbens
SVP, senior director, head of treasury product management,
First Citizens Bank
June 8th 2023 -
Alex Roth
Director, commercial B2B product, Mastercard
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.
Moderator
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Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
Arthur Weiner
Founder and principal consultant, N Brook Advisors, LLC
June 8th 2023-
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.
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