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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.

Agenda CTA

8:00am -9:00am

Registration

9:00am -9:05am

Welcome address

  • Chris Clarke

    Head of content and conference production, Eurofinance, The Economist Group

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9:05am -9:25am

Opening remarks from The Economist Group

9:25am -10:10am

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?

  • Kimberly Roseler

    Program manager, National Center for the Middle Market

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  • Sarah Steele

    Senior director, Visa

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Moderator
  • Steve Murphy

    President, MRC LLC

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10:10am -11:05am

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?

  • Ray Champ

    SVP, head of commercial products, Citizens Bank

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  • Nancy Butler

    Director, payment optimization, automation and strategy, treasury payment solutions,

    BMO Commercial Bank

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  • Stephen Cohen

    SVP, business development, Boost Payment Solutions

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  • David Alpha

    VP, commercial product sales, Mastercard

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Moderator
  • Arthur Weiner

    Founder and principal consultant,  N Brook Advisors, LLC

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11:05am -11:35am

Networking break - sponsored by Inlogik

11:35am -12:30pm

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?

  • Nancy Butler

    Director, payment optimization, automation and strategy, treasury payment solutions,

    BMO Commercial Bank

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  • Nicole Chauffe

    Senior managing product manager, commercial card, First Citizens Bank

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  • Aisha Abbas

    Executive director, virtual card product management, J.P. Morgan

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  • Robyn Clancy

    Senior director, Visa Business Solutions

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Moderator
  • Ryan Mason,

    SVP, head of bank sales, Extend

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12:30pm -1:15pm

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.

  • Maria Line

    MD, head of commercial card, FNBO

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  • Thayer Stewart

    CEO, PaymentWorks

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  • Shawn Thomas

    Senior director, Visa

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Moderator
  • Arthur Weiner

    Founder and principal consultant,  N Brook Advisors, LLC

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1:15pm -2:15pm

Lunch

2:15pm -3:00pm

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.

  • Jennifer Kertes

    VP, market manager,

    Citizens Bank 

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  • Andrea Soto

    SVP, business development, Boost Payment Solutions

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  • Michele Laurin

    Senior product manager, card services,

    Western Alliance Bank

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  • Bruno Perreault

    Head of partnerships and business development, Plastiq

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Moderator
  • Frank Martien

    Founder, Windward Strategy

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3:00pm -3:45pm

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?

  • Chaps Poduri

    Director for commercial payments, Bank of America

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  • Raghu Adiraju

    VP, head of commercial acceptance, North America, Mastercard

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  • Rob Snyder

    Director payments partners and FIs, Corporate Spending Innovations

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Moderator
  • Frank Martien

    Founder, Windward Strategy

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3:45pm -4:15pm

Networking break

4:15pm -5:00pm

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.

  • Paul Krumholz

    North America head of B2B commercial card products, HSBC

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  • Sheelu Jain

    VP, US mid-market commercial solutions and strategy, Mastercard

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Moderator
  • Frank Martien

    Founder, Windward Strategy

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5:00pm -5:30pm

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.

  • Greg Toussaint

    Director, Edgar, Dunn & Company

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  • Hugh Gallagher

    Director and CFO, Edgar, Dunn & Company

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5:30pm

Networking reception - end of day 1

9:00am -9:05am

Welcome address

9:05am -9:50am

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? 

  • Tim Mills

    EVP, emerging and digital payments group manager, Regions

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  • Jason Turner

    VP, national solution consulting manager, Commerce Bank

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  • Stephen Wooters

    EVP, Fairfield County Bank

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Moderator
  • Frank Martien

    Founder, Windward Strategy

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9:50am -10:20am

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.

  • Erik T Van Bramer

    Head of national sales and customer relations, Federal Reserve Financial Services

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Moderator
  • Frank Martien

    Founder, Windward Strategy

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10:20am -11:05am

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?

  • Robert Hackman

    SVP, product, small and medium enterprises, Mastercard

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  • Ian Parnell

    Account general manager, commercial card services, DXC Technology

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Moderated by
  • Sanjib Banerjee

    Director, PwC US

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11:05am -11:45am

Networking break

11:45am -12:30pm

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.

  • Penny Foust

    First VP, Signature Bank

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  • Tina Henrikson

    Director, product strategy, North America business solution, Visa

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Moderator
  • Greg Toussaint

    Director, Edgar, Dunn & Company

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12:30pm

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.

  • Bruno Perreault

    Head of partnerships and business development, Plastiq

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  • Matthew Miller

    Head of partnerships,

    Viewpost

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Moderator
  • Steve Murphy

    President, MRC LLC

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1:00pm -2:00pm

Lunch

2:00pm -2:45pm

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

 

  • Frank Martien

    Founder, Windward Strategy

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  • Thayer Stewart

    CEO, PaymentWorks

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  • Arthur Weiner

    Founder and principal consultant,  N Brook Advisors, LLC

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  • Chris Holmes

    SVP,

    KAE Consulting

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  • Ray Champ

    SVP, head of commercial products, Citizens Bank

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  • Jason Turner

    VP, national solution consulting manager, Commerce Bank

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  • Chaps Poduri

    Director for commercial payments, Bank of America

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  • Carmine Barone

    Head of North America, Inlogik

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  • Kenneth Bell

    B2B payments efficiency expert, KB Better Business Solutions

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  • Steve Murphy

    President, MRC LLC

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2:45pm -3:15pm

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.

  • Tammy Trilli

    SVP, head of commercial payments, FNBO

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Moderator
  • Steve Murphy

    President, MRC LLC

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3:15pm -4:00pm

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.

  • William Kniering

    SVP, head of commercial card, Texas Capital Bank

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  • Erica Orange

    EVP and COO,

    The Future Hunters

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  • Matt Ribbens

    SVP, senior director, head of treasury product management,

    First Citizens Bank

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  • Alex Roth

    Director, commercial B2B product, Mastercard

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Moderator
  • Arthur Weiner

    Founder and principal consultant,  N Brook Advisors, LLC

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4:00pm

Conference close