7:00 – 6:00 PM ET

REGISTRATION

7:00 – 9:00 AM ET

CONTINENTAL BREAKFAST

Sponsored by:

8:00 – 12:00 PM ET

WORKSHOP #1
Sponsored by

8:00 – 8:15 AM ET

INTRODUCTION

Speaker: Justin Clements, Director of PR and Media Relations, Chargebacks911

8:15 – 9:00 AM ET

CHARGEBACK EVOLUTION: HOW DISPUTE MANAGEMENT RESPONDS TO CHANGE

We’ll survey the current chargeback landscape in 2023. We’ll examine key stats, rule updates, and consumer behavior changes affecting the market, as well as how emerging innovations will impact chargeback management in the future.

Speaker: Monica Eaton, Founder & CEO, Chargebacks911

9:00 – 9:45 AM ET

CHARGEBACK MANAGEMENT IN 2023: WHERE MERCHANTS STAND

In this segment, we take a broader look at the payments industry and which hidden reasons are driving the increase in chargeback issuances. We’ll explore how chargeback managers are coping with these new developments, how real-time data affects authorization rates, and why access to this data represents a massive competitive advantage. Attendees will get an exclusive look at the science behind dispute management, discover the psychology that drives the chargeback problem, and uncover how to combat this growing threat.

Speaker: Pel Faquiryan, Chief Growth Officer, Chargebacks911

9:45 – 10:30 AM ET

SPEAKER PANEL: EXCLUSIVE INSIGHTS FROM THE GLOBAL CHARGEBACK EXPERTS

In this speaker panel we will discuss a wide range of topics impacting the payments industry, including emerging payment methods, new first-party and third-party threat sources, leveraging dispute data, optimizing operations to mitigate chargebacks, and more.

Moderator: Rajil Vohra, EVP of Partners, Chargebacks911

Panelists: 

• Guy Harris, Chairman, Chargebacks911
• Tedd Huff, Founder, Host & Producer, Fintech Confidential
• Sondra Feinberg, Global Go-To-Market & Customer Excellence and Fraud Protection Lead, Microsoft
• Monica Eaton, Founder & CEO, Chargebacks911

10:30 – 11:15 AM ET

APPLYING COMMON CENTS: WHEN TO OUTSOURCE CHARGEBACK MANAGEMENT

In this presentation, we examine the benefits and considerations of outsourcing chargeback management for businesses. We explore the key factors that influence the decision to outsource, such as transaction volume, internal resources, and expertise. This session will provide attendees with valuable insights into the potential cost savings, improved efficiency, and enhanced customer service that can be achieved through outsourcing. It will also equip them with the knowledge and tools to make informed decisions about whether outsourcing chargeback management aligns with their business needs and objectives.

Speaker: Pel Faquiryan, Chief Growth Officer, Chargebacks911

11:15 – 12:00 PM ET

HOW TO TRANSFORM CHARGEBACKS FROM A LIABILITY INTO AN ASSET

As we’ve explored, chargebacks are a liability for a litany of reasons. However, chargebacks also represent key data points that can give you crucial insights into your customer experience, bank interactions, fulfillment processes, and more. Here, we’ll examine several real-world case studies to illustrate how you can leverage chargebacks as a means to optimize processes, improve your authorization rate, and use your resources more effectively. We’ll also explore why chargebacks call for specific insights, feedback, and a consultative approach.

Speaker: Harlan Hutson, Director of Strategic Partnerships, Chargebacks911

8:00 – 12:00 PM ET

WORKSHOP #2
Sponsored by

8:00 – 8:20 AM ET

BANKING AS A SERVICE, THE SIDE DOOR OF THE BANK

There is a new front for the battle over control of payments and who gets to “move the money”. The battle ground isn’t the front door of the bank but the side door where third party vendors and wholesale fintechs have lived for years. We will explore the changing landscape of fintech, payments, digital assets and banking and what new opportunities exist.

Speaker: Travis Dulaney, Founder | Payments | Risk Management | Fintech | Advisor | Angel Investor, BalancedTrust

8:20 – 8:55 AM ET

HAS YOUR BANK FALLEN OUT OF LOVE WITH YOU?

After the collapse of SVB & Signature Bank it feels like our bank is trying to get rid of us. Are you now getting ghosted by your bank? Throttling customer onboarding has led to a months-long process to onboard customers. This could mean it’s time to find a new bank. So, how do we date others and break up with our bank?

Moderator: David Hadesty, Co-Founder & Business Development, BalancedTrust

Panelists:

• Chris Stanley, SVP Payments & Technology, Georgia Banking Company and Consultant, BalancedTrust
• David Wilford, Co-Founder & General Counsel, BalancedTrust
• Paul Harkins, Chairman, GetAugie

8:55 – 9:30 AM ET

FIRESIDE CHAT: ENTERPRISE RISK MANAGEMENT

Don’t be another SVB or FTX! Join us for this fireside chat session to learn the components it takes to build out an effective Risk Management program and why it is important for Fintechs. Understand the importance of risk assessments and how they inform operations of key areas that impact the financial health of a fintech, including BSA/AML, OFAC, consumer protection, third-party risk management, complaint management and others.

Speakers:

• Kimberly Hebb, Co-Founder, Chief Risk & Compliance Officer, BalancedTrust
• Peter Moenickheim, Bank Enterprise Risk Management, BalancedTrust

9:30 – 10:05 AM ET

THE ABCs OF CAPITAL RAISING

Fundraising basics Basic terms and to-do list, like what is “pre” and “post-money”? Things you need: Pitch Deck, business plan and financial models, etc. What are VCs and Angels looking for? When do you ask and for how much? Who do you ask?

Speaker:

• Larry Berlin, Founder, Blue Point Advisory Services and Fintech GTM Consultant, BalancedTrust

10:05 – 12:00 PM ET

EDUCATIONAL: HOW TO GET A SPONSOR BANK TO SWIPE RIGHT

• Know the Environment
• Banking Perspective & Thinking
• Types of Banks & Risks
• Understanding Risk Appetite
• Understanding your Fintech Risk Profile

Speakers:

• Travis Dulaney, Founder | Payments | Risk Management | Fintech | Advisor | Angel Investor, BalancedTrust
• Kimberly Hebb, Co-Founder, Chief Risk & Compliance Officer, BalancedTrust

12:00 – 12:55 PM ET

LUNCH BREAK 

Sponsored by:

12:55 – 1:00 PM ET

OPENING REMARKS

Speaker: Will Hernandez, Media Strategist, BackBay Communications

1:00 – 1:20 PM ET

KEYNOTE: SOLVING FOR THE DISTINTERMEDIATION BETWEEN BANKS, MERCHANTS, AND CUSTOMERS

Big tech is controlling consumer awareness, choice, and experience via their walled gardens, disintermediating the relationships between banks, merchants, customers. In this keynote, we will explore the transformative impact of commerce platforms to strengthen and re-intermediate relationships, foster loyalty, and drive business growth through innovative engagement and payments tech.

Speaker: Will Graylin, CEO and Chairman, OV Loop

1:20 – 1:55 PM ET

EXPLORING NEW FRONTIERS OF DIGITAL ASSET TOKENIZATION

Tokenization’s potential stretches beyond cryptocurrencies and NFTs, with the power to reshape sectors like retail, healthcare, real estate, finance, and media. Uncover how its unique traits like fungibility, programmability, and fractionalization can open up new frontiers of the digital economy. We’ll also tackle its challenges and how to navigate them. Your journey toward effectively leveraging tokenization starts here.

Moderator: Ganeshram Ramamurthy, Director of Engineering, Relevantz

Panelists:

• Nitin Gaur, Global Head of Digital Asset & Technology Design, State Street
• Micah Kerr, Head Architect of Distributed Ledger Technology, Discover Global Network

Sponsored by:

1:55 – 2:15 PM ET

FIRESIDE CHAT: FROM TEXT TO TAP – EXPLORING MOBILE PAYMENT TRENDS IN THE PAYFAC WORLD

Step into the dynamic world of mobile payments to discover how text-based and tap-to-pay solutions are beginning to shape the future of transactions, providing seamless and secure payment experiences for businesses and consumers alike. Join us for an engaging fireside chat led by industry experts Brad Pinneke, VP of Business Development for Worldpay for Platforms, and Trevor Rubel, President and COO of Authvia. This session will dive into the latest advancements in mobile payment technologies within the Payment Facilitator landscape. Gain valuable insights into the latest trends that lie ahead in the ever-evolving world of mobile payments.

Speakers:

• Brad Pinneke, VP of Business Development, Worldpay for Platforms, Worldpay | Payrix
• Trevor Rubel, President and COO, Authvia

Sponsored by: 

2:15 – 2:40 PM ET

BREAK: Live Demos Exhibit Hall

Sponsored by:

2:40 – 3:15 PM ET

BNPL: IS IT THE FINANCIAL WEAPON OF MASS DESTRUCTION OR THE FINANCIAL HERO FOR THE MIDDLE CLASS?

Is BNPL here to stay? Can it help consumers manage their finances more effectively, help with budgeting? Or does it encourage impulse purchases and reckless behavior? Is the industry pushing more people into debt?

Moderator: Ali Raza, Director, Technology Strategy – Payments Industry, Protiviti

Panelists:

• Rob Seidman, Head of Product, BNPL/POS Lending, U.S. Bank / Elavon
• James Price, Vice President, Repay
• Vlad Sadovskiy, CEO & Chief ISO Banker, Netevia

3:15-3:50pm ET

EMERGENT OPPORTUNITIES FOR CARD BRANDS

Financial services have changed dramatically in the last decade, shifting from physical to digital and from batch to real time. Consumer preferences and expectations about access and convenience continue to evolve, heavily impacted by their experiences with Google, Amazon, Apple and other digital native industry players.

Moderator: Wendy Holliday, CEO, PayTech Women

Panelists:

• Ginger Schmeltzer, Principal – Data & Services, Mastercard
• Geraldine Mitchley, VP of Connected Commerce, Visa
• Gabriela Loayza, Sr. Manager, International Strategy & Sales Enablement, Discover

Sponsored by:

3:50 – 4:10 PM ET

KEYNOTE: EMERGING FRAUD INSIDE AND OUTSIDE OF PAYMENTS

Fraud is constantly changing, and new tactics emerge every day. But no matter what the strategy is or how fraudsters are attempting to cheat the system, the outcome is always the same: your revenue is in jeopardy. The secret to staying one step ahead is data. If you have access to the right data elements and can leverage them in the correct way, you can gain the upper hand. This session focuses on emerging fraud trends and Kount’s approach to staying one step ahead.

Speaker: William Maviromichalis, Account Executive, Kount

Sponsored by:

4:10 – 5:00 PM ET

2023 STATE OF CENTRAL BANK DIGITAL CURRENCIES

After the flurry of activity on Central Bank Digital Currencies around the globe, they are getting fewer headlines. The Federal Reserve has sunsetted Project Hamilton, and has been mute on the request for comment issued by the Board. Yet, many countries are moving forward with pilots. What’s going on?!

Moderator: Peter Tapling, Managing Director, PTap Advisory, LLC

Panelists:

• Craig Borysowich, Global Payments Strategist, IMedge Consulting Group
• Barry Tooker, Cross Border Working Group Chair, U.S. Faster Payments Council
• John Fagan, CEO, Payala

Sponsored by:

5:00 – 5:35 PM ET

PAYMENT STRATEGIES, PAYMENT REALITIES

With Real-Time Payments (RTP) a reality… is it better to pay now, or is advantageous to wait? Buy Now Pay Later and RTP and check payments.

“I will gladly pay you Tuesday for a hamburger today.” – J. Wellington Wimpy (Popeye) What will be the payment preference for businesses and consumers in 2023 and beyond? Checks. Real-Time Payments. ACH. Cards. Buy Now Pay Later. Crypto. What are the best ways to pay for businesses and consumers? Is faster necessarily better? And what about security– does speed comprise safe transactions? Payment experts will weigh-in on the current state of payments and on what lies ahead. Get payment strategies from the experts while learning the latest developments in the payments space. Don’t miss this panel, or it could cost you!

Moderator: Greg Wilfahrt, Chief Mobility & Marketing Officer, AP Technology

Panelists:

• Richard Love, CEO, AP Technology
• David Morris, Principal Analyst, Payments & Commerce, Insider Intelligence

Sponsored by:

5:35 – 5:55 PM ET

FIRESIDE CHAT: FASTER PAYMENTS = FASTER FRAUD : WHAT TO CONSIDER

If you are considering adding faster payments to your repertoire, there are some things you should think about in terms of risk. From the initial decision to incorporate them into your processes, where they will fit in your strategy, what you should expect your bank to say, and what will be needed to begin incorporating them all the way through the day-to-day risk mitigation and handling unforeseen events. Companies and financial institutions should pursue and enjoy all the benefits of faster payments but should also take steps to mitigate risks associated with the speed of payment processing.

Speakers:

• Shari Krasinski, SVP & Regional Sales Manager, U.S. Bank
• Martin Hawkinson, VP, Risk Manager and Compliance Manager, U.S. Bank

5:55 – 6:00 PM ET

DAY 1 WRAP UP

MC: Will Hernandez, Media Strategist, BackBay Communications

6:00 – 7:30 PM ET

HAPPY HOUR RECEPTION – EXPO HALL OPEN

Co-Sponsored by:

8:00 – 6:00 PM ET

8:00 – 9:00 AM ET

REGISTRATION

CONTINENTAL BREAKFAST

Sponsored by:

8:00 – 8:10 AM ET

OPENING REMARKS

Speaker: O.B. Rawls, Wellesley Hills Financial

Sponsored by:

8:10 – 8:45 AM ET

MODERN APPROACHES TO SECURITY AND IDENTITY

Our world is driven by digital in almost every aspect and growing rapidly through the use of artificial intelligence and machine learning. Maximizing the benefits of advancements while securing our digital identities and payment resources is more important than ever. The panel will discuss trends and emerging practices for cloud security, along with identity authentication and protection within Financial Services. We will also discuss what is coming for expected regulation for service providers and advancements in proactive threat prevention measures.

Moderator: Karen Helmberger, Director of Fintech and Payments, FS-ISAC

Panelists:

• Troy Leach, Chief Strategy Officer, Cloud Security Alliance
• John Yeoh, Global Vice President of Research, Cloud Security Alliance
• Megan Shamas, Sr. Director of Marketing, FIDO Alliance

8:45 – 9:20 AM ET

EMERGING FRAUD THREATS – WHAT YOU NEED TO KNOW

With fraud remaining one of the biggest challenges for the payments industry it’s more important than ever to understand what risks may be on the horizon. This session will discuss the latest developments in merchant fraud, fraud trends and vectors, and how recent technological developments, including faster payments, may impact fraud risks.

Moderator:  Andrew Bigart, Partner, Venable LLP

Panelists:

• Andy McHale, Senior Director of Product, Spreedly
• Michael Timoney, VP, Secure Payments & FinTech, Federal Reserve Financial Services

9:20 – 9:40 AM ET

FIRESIDE CHAT: THE RISE OF SUPER APPS: INSIGHTS FROM INDUSTRY LEADERS

In our interconnected digital age, super apps hold the promise of great convenience, seamlessly consolidating diverse functionalities into one platform. The Super App Innovation Award salutes platforms that not only prioritize a simple, unified user experience but also drive tangible benefits for every stakeholder. These super apps underscore the symbiotic relationship between functionality, user benefits, and community empowerment, and nominees are assessed based on their commitment to design, security, and features that ensure economic and lifestyle benefits to individuals, banks, and brands.

Speakers:

• Will Graylin, CEO and Chairman, OV Loop
• Richard Love, CEO, AP Technology

9:40 – 10:25 AM ET

NETWORKING BREAK – EXPO HALL OPEN

Sponsored by:

10:25 – 11:00 AM ET

TRANSITIONING INTO THE FUTURE 

In the dynamic landscape of modern commerce, technology-driven solutions have redefined the way businesses interact with customers, aiming to provide seamless and convenient experiences that drive engagement and loyalty. This conference panel delves into the convergence of three groundbreaking technologies – Generative Artificial Intelligence (AI), Embedded Payments, and Wallet Integrations – and their transformative impact on enabling frictionless commerce.

Moderator: Robert Daniel, FinTech Catalyst, ATDC

Panelists:

• Michael Reed, Payments Division President, Deluxe
• Shashank Singh, CEO, Bakstage
• Brian Lanehart, President, CTO & Co-founder, Momnt (Technologies)

11:00 – 11:45 AM ET

FIRESIDE CHAT: EXPLOITING AI IN PAYMENTS

In this engaging fireside chat, we will delve into the fascinating world of “Exploiting AI in Payments” and explore how artificial intelligence is revolutionizing the payment industry. As AI continues to shape various sectors, its transformative impact on payments cannot be ignored. Our expert panel of AI and payments industry leaders will discuss the latest advancements in AI technologies, such as natural language processing, machine learning, and data analytics, and how they are being harnessed to enhance the efficiency, security, and user experience in payment systems. We will explore the use of AI-driven fraud detection and prevention mechanisms that are helping to combat emerging cyber threats, safeguarding both businesses and consumers from financial losses. Additionally, we will examine how AI-powered chatbots and virtual assist.

Speakers:

• Nitin Gaur, Global Head of Digital Asset & Technology Design, State Street
• Russell Moore, Director of Corporate Strategy & Development, Global Payments Inc.

Sponsored by:

11:45 AM – 12:20 PM ET

ARE YOU READY FOR INSTANT PAYMENTS IN 2023?

Instant payments facilitated by the Federal Reserve’s FedNow Service are now live. The service is paving the way for an improved customer experience and payments landscape through its innovative infrastructure. Nearly 80% of consumers surveyed indicated interest in leveraging instant payments to pay businesses, and over 60% expect real-time views of account balances and transactions. In this session, a Federal Reserve senior executive will walk the audience through the journey of implementation, and coach organizations on how to enhance their customer experience through the adoption of FedNow.

Moderator: Peter Tapling, Managing Director, PTap Advisory

Panelists: 

• Debbie Guerra, Chief Product Officer, ACI Worldwide
• Dan Baum, SVP & Head of Payments Product Management, FedNow, Federal Reserve Financial Services
• Michael O’Brien, AVP Payment Strategies, Eastern Corporate Federal Credit Union (EasCorp)

Sponsored by:

12:20 – 12:40 PM ET

KEYNOTE: NAVIGATING THE EVOLVING PAYMENTS INDUSTRY

Economic challenges and volatility continues to impact businesses and individuals. Discover the payment industry’s current trends and prepare to switch out of survival mode and embrace digitization. Chris Ward, Head of Wholesale Payments at Truist Bank will help you stay at the forefront of the industry’s changing business landscape and one step ahead of your competition.

Speaker: Chris Ward, Head of Wholesale Payments, Truist

Sponsored by:

12:40 – 1:25 PM ET

NETWORKING LUNCH BREAK – EXPO HALL OPEN

Sponsored by:

1:25 – 1:30 PM ET

DAY 2 WELCOME PM

MC: Will Hernandez, Media Strategist, BackBay Communications

1:30 – 2:05 PM ET

RESHAPING THE PAYMENT LANDSCAPE: THE RISE OF CONTACTLESS, PAYMENTS, DIGITAL WALLETS, AND RTP TOWARDS A CASHLESS AND CARDLESS ECONOMY

Join us as industry experts, thought leaders, and innovators discuss the transformation of the payment landscape. We’ll delve into the challenges of adopting contactless payments, digital wallets, and real-time payments, along with the strategies to overcome them. We will also unveil the benefits that await in a cashless, cardless economy.

Moderator: Rich Napoli, CEO Emeritus and Advisor, Relevantz

Panelists:

• Yogaraj (Yogs) Jayaprakasam, SVP & Chief Technology and Digital Officer, Deluxe
• Elizabeth Hoemeke, CIO, One Inc
• Ravi Venkatesan, CEO, Cantaloupe

Sponsored by:

2:05 – 2:50 PM ET

SOFTPOS, THE NEXT GENERATION OF POS, OR ANOTHER BRIGHT SHINY OBJECT?

SoftPOS is emerging with Apple Tap-to-pay and Android equivalents hitting the market in the past few months. How will SoftPOS change the payment acceptance ecosystem, and what impact will it have on traditional POS? The panel will discuss the importance of SoftPOS, its potential to change payment acceptance behavior, and potential challenges to implementation.

Moderator: Thad Peterson, Strategic Advisor, Aite Group

Panelists: 

• David Leppeck, President & Executive Payment Consultant, Pace Software
• Bohdan Myroniw, Sales Director Americas, Preludd Payment Services
• Kris Wells, Digital Acceptance Executive Relationship Manager, Discover Financial Services
• Owen Newport, CEO, Pay Felix

Sponsored by:

2:50 – 3:25 PM ET

THE HERE AND NOW OF FASTER PAYMENTS

This Fireside Chat will include the perspectives from three senior payment executives, all involved with Faster Payment. The addition of FedNow will have a key impact on how Faster Payments will accelerate. Here is a summary of some of the key points the session will include: As payment technologies and systems develop, what challenges exist to embed faster payments within legacy solutions? How is the US Faster Payment Council helping to move the industry to progress towards real time payments?

Moderator: Wayne Brown, Managing Partner, The Walker Group

Panelists:

• Deborah Baxley, Partner, PayGility Advisors
• Richard Dooley
• Charles Potts, Executive Vice President, ICBA

Sponsored by:

3:25 – 4:15 PM ET

NETWORKING BREAK – EXPO HALL OPEN

Sponsored by:

4:15 – 4:50 PM ET

HOLISTIC PAYMENTS OFFERING THROUGH PAYFAC AND FASTER PAYMENT RAILS

This panel will discuss the trends and opportunities that make the PayFac model appealing and will outline the benefits and operational considerations that organizations need to consider. Attendees will leave with an understanding of the use cases, revenue potential, risks and rewards of the PayFac model, including the impact to ISVs, ISOs, and Merchants. The panel will share various acquiring models and the importance of presenting an embedded payments offering.

Moderator: Morgan Jines, VP Integrated Payments, Bluefin Payment Systems

Panelists:

• Steven Velasquez, SVP & Head of Partner Business Development, Elavon | U.S. Bank
• Madison Donnini, Vice President, Working Capital Consultant, U.S. Bank
• Ruston Miles, CEO, Payfactory

Sponsored by:

4:50 – 5:25 PM ET

CHANNEL OPPORTUNITIES

According to recently released data from Jay McBain at Canalys, global IT managed services revenue is fast approaching the half-trillion dollar mark, and the market is being serviced by over 335,000 channel partners worldwide. Learn more about channel opportunities from panelists that are service providers, distributors and end users. These panelists are highly knowledgeable channel veterans that will speak from decades of experience in the fast growing channel ecosystem. Learn about current and new opportunities in many of the hottest technology sectors, and how channel partners are building, buying and selling amazingly successful businesses.

Moderator: Vic Pepe, CEO, Capteon Holdings LLC

Panelists: 

• Natasha Royer Coons, CEO, Advantix Solutions Group
• Jay Bradley, Chief Partner Success Officer, Capteon Holdings LLC
• DeWayne Chandler, Senior Channel Manager, Warner Telecomm

Sponsored by:

5:25 – 6:00 PM ET

NEXT-GEN LENDING & PAYMENTS

As new data security and privacy protocols become increasingly onerous and expensive for financial institutions, lenders are turning to automated solutions to protect data privacy and security. These AI-driven tools can quickly confirm personal data, report payment history, and accurately and efficiently manage all aspects of risk assessment. This vendor-neutral session will explore the many benefits of implementing automation security protocols within a loan origination system. The session will illustrate how these capabilities enhance security and privacy while also enhancing customer service and improving loan performance.

Moderator: Bob Metodiev, Head of Business Development, Inovatec Systems

Panelists:

• Geoff Brown, President, Highline Technologies
• Allen Caviles, CEO, PayMaple LLC
• Tod Chisholm, President, Integrated Financial Technologies

Sponsored by:

6:00 – 6:05 PM ET

DAY 2 WRAP UP REMARKS

Speaker: Will Hernandez, Media Strategist, BackBay Communications

8:00 PM -12:00 AM ET

LATE NIGHT DANCE PARTY WITH DJ MICHAEL TOAST

Sponsored by:

8:00 – 9:00 AM ET

CONTINENTAL BREAKFAST

Sponsored by:

8:00 – 8:10 AM ET

DAY THREE WELCOME REMARKS

MC: Scott Goldthwaite, EVP, Payvus

8:10 – 8:30 AM ET

KEYNOTE: TRANSFORM YOUR BANKING AND PAYMENT SERVICES THROUGH INNOVATION AND DIFFERENTIATION ENABLED BY CLOUD TECHNOLOGY

Embracing the truth that ‘one size doesn’t fit all’ also extends to the banking realm. Participate in this session to explore limitless horizons, harnessing the potential to enhance your array of products and services. This optimization leads to contextualized digital experiences that cater to diverse financial and non-financial requirements. Experience ‘real-time payment for real-time customers.’ – join us to uncover more.

Speaker: Arun Radhakrishnan, Director of Engineering, Relevantz

Sponsored by:

8:30 – 9:05 AM ET

BUILDING ENGAGED TEAMS IN TODAY’S (HYBRID) ENVIRONMENT

It has never been more important for leaders to create highly engaged, high performing teams. Studies show that employee & team engagement has fallen in the past few years. Organizations have been required to make major shifts. Building high performing teams is critical for leaders. Most companies were forced to move to a remote model practically overnight that turned into a 2-year pandemic environment. This required leaders to build/rebuild, motivate and retain talent through some of the toughest times. There are many learnings from leaders who have exceled with remote/hybrid teams and in our panel, we will hear from them. In this panel, you will hear directly from senior leaders sharing their perspectives on: • What is team engagement and why is it important • The dynamics of a well performing, highly engaged team • Top challenges leaders face especially in a remote and hybrid environment related to employee & team engagement and how can companies and leaders keep their teams “connected”. • How do you build/rebuild a high performing team • How does engagement impact retention • What is the right balance of virtual/in person engagement • Best practices leaders can implement right away to enhance team engagement.

Moderator: Polly Van Duser, VP, Talent Acquisition, One Inc

Panelists: 

• Sarah Owen, Chief Product Officer, One Inc
• Tina Reese, Executive Director & North America Head of Sales for Technology, Media & Telecoms, JP Morgan
• Jodi Durst, CEO, ePaymints

Sponsored by:

9:05 – 9:25 AM ET

KEYNOTE: CYBERSECURITY

Mobile devices abound and the convenience of mobile payment transactions has revolutionized the way we support payment transactions. No less, this technological shift includes its own cybersecurity threats. As the use of mobile payment solutions grows, the need for robust security measures becomes more pressing than ever. This presentation and demonstration aim to shed light on the vulnerabilities inherent in mobile payment systems and how these weaknesses can be exploited. Attendees will gain a comprehensive understanding of how data flows from mobile applications, through APIs, and to acquiring banks. These flows will then include both the attack points and the protective measures which can mitigate the risks of this growing payment channel. A live demonstration involving the audience will bring a more tangible perspective to securing mobile payment transactions. Witnessing these steps, vulnerabilities, and controls in action will empower attendees to grasp the practical significance of mobile payments and to make wiser decisions. By attending this talk, participants will be better equipped to protect their financial assets and sensitive information from falling into the hands of malicious actors. They will gain valuable insights into the evolving threat landscape and learn how to implement proactive strategies to stay one step ahead of cyber adversaries. Join us for this interactive and informative presentation to strengthen your knowledge of mobile payment security and embrace secure practices to ensure a safer digital future.

Speaker: Sully Perella, Technical Director, Schellman Compliance LLC

9:25 – 10:00 AM ET

BANK, FINTECH APPROACHES TO RTP

This panel discussion will bring together experts from both banking and fintech sectors to examine the evolving dynamics of real-time payments. Through insightful discussions and real-world case studies, the panelists will shed light on the opportunities, challenges, and key strategies that lie within these partnerships, ultimately empowering participants with a deeper understanding of the impact these collaborations can have on the future of finance.

Moderator: Kim Schwendeman, Senior Vice President of Payment Adoption, STAX

Panelists:

• Bryan Schneider, Product Head, FinTech Strategy & Partnership, U.S. Bank
• Moa Agrell, Senior Banking Partnerships Manager, Trustly
• Esteban Marin, Head of Payments, Relationship Management, Cross River

10:00 – 10:35 AM ET

RECOGNIZE THE SIGNALS: WORK & LIFE IN THE PAYMENTS INDUSTRY

Almost every company has regular conversations about building culture and promoting diversity. But what are these conversations really about? Profitability is a direct result of understanding and promoting balance within teams. From industry – wide assessments to individual experiences, this session will provide strategies for increasing profitability and revenue while creating balance within teams.

Moderator: Angela Murphy, Ph.D.

Panelists:

• Stacy Bishop, Head of Channel Sales, Fingercheck
• Megan Mountain, Executive Director, Head of Pay by Bank U.S., J.P. Morgan
• Laura Gibson, Executive Director, Georgia Fintech Academy

10:35 – 11:20 AM ET

NETWORKING BREAK – EXPO HALL OPEN

Sponsored by:

11:20 – 11:55 AM ET

EXPAND CHANNEL REACH TO PARTNERSHIP

A channel partner can help you expand into new markets, enhance your value, increase revenue, and improve the customer experience. In this session you’ll hear from our panel of experts focused on building strategic partnerships in the payments ecosystem. From value added distribution and innovative technology, to commerce platform enablement and device connectivity – this session is sure to showcase the multifaceted approach needed in today’s evolving market.

Moderator: Natasha Royer Coons, CEO, Advantix

Panelists: 

• Ken Schember, SVP Inside Sales / ISV Integrated Payments, PAX
• Courtney Kelly Peters, VP Partnerships, Freedom Pay
• Heather Philpott, Director of Corporate Business Operations, ScanSource

Sponsored by:

11:55 AM – 12:30 PM ET

FIRESIDE CHAT: HOW CAN FINTECHS INFLUENCE REGULATION DEVELOPMENT

The financial sector is a heavily regulated space. Learn how a Fintech (and other industry participants’) actions and inactions impact and influence the development of laws, regulations, and supervisory guidance with respect to banking, BaaS programs, and access to consumers, rails, and systems.

Speakers:

• Kimberly Hebb, Co-Founder, Chief Risk & Compliance Officer, BalancedTrust
• Peter Moenickheim, Enterprise Risk Management, BalancedTrust

Sponsored by:

12:30 – 1:05 PM ET

HIGH-RISK, HIGH-REWARD MERCHANT SERVICES

In the unique, complex world of banking, high-risk merchant services present a unique challenge and opportunity for financial institutions. This panel will bring together industry veterans, risk management experts, and innovative fintech disruptors to shed light on this sometimes-confusing area of operation. Panelists will delve into the details of managing high-risk, high-reward merchant services, presenting an in-depth analysis of the current trends, best practices, and future prospects. The session will also unpack the potential risks, rewards, and regulatory implications, while exploring the tools and strategies to balance profitability and risk mitigation effectively. Whether you’re an established professional seeking to diversify your portfolio or a new entrant looking to understand this high-stakes terrain, this session will equip you with insights to navigate the complexities of high-risk merchant services.

Moderator: Erin O’Donnell, Founding Partner, Infused Banking

Panelists:

• Chris Boone, Senior Associate Regulatory Group, Venable LLP
• Jodi Durst, CEO, ePaymints
• Glenn Smith, Senior Sales Executive, Paysafe

Sponsored by:

1:05 – 1:15 PM ET

CLOSING REMARKS

MC: Scott Goldthwaite, EVP, Payvus