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2014 Sponsors

MasterCard

Connexions

Acxiom

View our current sponsor/exhibitor line-up.


Who Attends

More than 700 cards and payments executives attend the Forum.

Learn more about who you’ll meet in Orlando..

Tuesday, April 22, 2014

1:00 p.m. -
Welcome
Margaret Weichert, Principal Americas Payments Lead, EY
Daniel Wolfe, Editor in Chief, PAYMENTSSOURCE
1:15 p.m. - 1:45 p.m.
What "Influential" Means
Linda Perry, 2013 and 2014 Most Influential Women in Payments Honoree, LINDA S. PERRY CONSULTING
1:45 p.m. - 2:30 p.m.
Most Influential Women in Payments Honorees Panel Discussion
Sabrina Chin, Senior Director of Payments Services, WALMART
Melissa Smith, President & CEO, WEX
Colleen Taylor, EVP, Head of Treasury Management and Enterprise Payments, CAPITAL ONE
Holli Targan, Partner, JAFFE, RAITT, HEUER & WEISS, P.C
2:30 p.m. - 3:00 p.m.
3:00 p.m. - 4:00 p.m.
Career Paths in Payments – Women in Technology
Donna Embry, SVP, Strategic Development, PAYMENT ALLIANCE INTERNATIONAL
Margaret Weichert, Principal Americas Payments Lead, EY
Yolande Piazza, Director of Strategy and Planning, Global Consumer Technology, CITI
4:00 p.m. - 5:00 p.m.
I’m Building a Network. Now What?
Leslie McNamara, EVP, Partner Management, CITI RETAIL SERVICES
Daina Di Veto, Managing Director, CARD RESOURCE GROUP
Ginger Schmeltzer, SVP of Emerging Payments, FISERV

Wednesday, April 23, 2014

7:30 a.m. - 8:30 a.m.
8:30 a.m. - 3:30 p.m.
8:30 a.m. - 9:00 a.m.
Prepaid Today
Kevin Morrison, SVP, PREPAID U.S. BANK
9:00 a.m. - 9:30 a.m.
The New Access Point for Healthcare
Beth Griffin, Group Executive, Global Prepaid Solutions, MASTERCARD
Matt Dallahan, SVP, Strategy and Product Development, EVOLUTION 1
9:30 a.m. - 10:00 a.m.
Tax Refunds on a Prepaid Card
Steve Evans, Senior Business Leader, Government Prepaid Cards, VISA, INC.
10:00 a.m. - 10:30 a.m.
Retailer-Branded Prepaid Cards
Jay Bernstein, Manager, Financial Services, WALGREENS
Clay Wilkes, CEO, GALILEO PROCESSING
10:30 a.m. - 11:00 a.m.
11:00 a.m. - 11:30 a.m.
Prepaid and Mobile Imaging - State of the Art
Ralph Calvano, SVP Bank Operations, GREEN DOT
Michael Strange, CTO, MITEK
11:30 a.m. - 12:00 p.m.
Marketing Prepaid through Digital Channels
Caribou Honig, Partner, QED INVESTORS
Ben Katz, CEO and Founder, CARD.COM
12:00 p.m. - 12:30 p.m.
Travel and Loyalty in Prepaid
Bertrand Sosa, President, REV WORLDWIDE
12:30 p.m. - 1:00 p.m.
Transforming Expense Payment with Commercial Prepaid
Jeff Tomey, Director, Business Systems, NETSPEND, A TSYS COMPANY
1:00 p.m. - 2:00 PM
2:00 p.m. - 2:45 p.m.
Panel: Regulatory Actions on Prepaid Cards
Judith Rinearson, Partner, BRYAN CAVE LLP
Tom Feltner, Director of Financial Services, CONSUMER FEDERATION OF AMERICA
Kirsten Trusko, President, NETWORK BRANDED PREPAID CARD ASSOCIATION
2:45 p.m. - 3:30 p.m.
Moving to Financial Inclusion Through Prepaid
Stefan Happ, Executive Vice President and General Manager, Global Prepaid & Alternative Payments, AMERICAN EXPRESS
3:30 p.m. - 4:00 p.m.
4:00 p.m. - 4:30 p.m.
The Next Generation of Payments Companies and How to Work With Them
Patricia Kemp, Venture Partner, OAK INVESTMENT PARTNERS
4:30 p.m. - 5:45 p.m.
The Next Big Thing - A Series of Talks
Moderator: Arjan Schutte, Founder and Managing Partner, CORE INNOVATION CAPITAL
Patrick Griffin, EVP, RIPPLE LABS
Hamed Shahbazi, Chairman & CEO, TIO NETWORKS
Craig Vallorano, EVP, CITI RETAIL SERVICES
Jake Fuentes, Co-Founder and CEO, LEVEL MONEY

Thursday, April 24, 2014

Click on any of the track details below to view a detailed explanation
7:15 a.m. - 8:15 a.m.
8:15 a.m. - 8:30 a.m.
Opening Remarks From The Chairman
Phil Philliou, President & CEO of TruBeacon, Chairperson, Card Forum
8:30 a.m. - 9:45 a.m.
Co-Branded Credit Opportunities Are Back and On the Rise
Moderator: Phil Philliou, Partner, PHILLIOU PARTNERS, LLC
Chuck Dreyer, SVP, Director of Sales - Enterprise Payments Solutions, CITIBANK
Kevin O'Donnell, VP, Credit Card Issuance, DISCOVER FINANCIAL SERVICES
Khary Scott, VP, Business Development, CAPITAL ONE
Kent Hattery, Head of Business Development, FIRST BANKCARD
Lauren Germaise, VP, Business Development, Global Network Partnerships, AMERICAN EXPRESS
Bruce Sibley, SVP, MASTERCARD WORLDWIDE
Jeffrey M. Fincher, Head of New Business Development Co-Brand Partnerships, VISA, INC.
Bob Highland, Senior Director of Business Development, BARCLAYCARD U.S.
11:30 a.m. - 12:30 p.m.
Leveraging Consumer Insights to Drive Innovation
Craig Vosburg, Chief Product Officer, MASTERCARD WORLDWIDE
Chelsea Krost, Millennial Expert, CHELSEA KROST PRODUCTIONS
Rob Humphrey, Senior Marketing Manager, LINKEDIN
Whitney Stewart, VP of Product Management, HIGHER ONE
12:30 p.m. - 1:30 p.m.
Networking Lunch

Sponsored By:

12:30 p.m. - 1:30 p.m.
Industry Innovation Luncheon: Capitalize Now on Changes in Payments- how buyers & suppliers can benefit
Rob Alcock, VP, Global Strategy and Innovation, Global Corporate Payments, AMERICAN EXPRESS

Sponsored by:

12:30 p.m. - 1:30 p.m.
Industry Innovation Luncheon: Transforming 1:1 Marketing in the Digital Era
Stephen Drees, Principal I Financial Services Practice, ACXIOM
Mark Trudeau, VP Client Strategy - Retail Banking, ACXIOM

As one of the originating industries of one-to-one marketing, Credit Card marketing is facing a huge challenge. The consumer demography of the category is changing dramatically potentially resulting in severe balance and customer run-off. At the same time, the proliferation of channels makes it harder than ever to reach the desired target consumer with certainty. The explosion of consumer data should help, but has only seemed to add complexity and cost. Acxiom will demonstrate how credit card and payments marketers can leverage big data to drive true 1:1 marketing at scale, transforming the traditional digital marketing playbook into a personalized consumer interactions.

Sponsored By:
1:30 p.m. - 2:00 p.m.
2:00 p.m. - 2:45 p.m.
Track: Payments Analytics Sponsored by epsilon View Track How Payment Data Analytics Can Drive Real Time Action
Moderator: Jeff Reiser, VP, Industry Strategy-Financial Services, EPSILON
Panelists: Bob Daly, SVP, FlexPerks Rewards & Loyalty Management, U.S. BANK
James Duncan, SVP, Financial Services Portfolio, EPSILON
Deepanjan De, Client Partner, Financial Services, FACEBOOK
2:00 p.m. - 2:45 p.m.
Track: Customer Loyalty & Engagement Sponsored by Connexions View Track Beyond a Trend – Caring and Transparency: The New Currency
David Overman, SVP, BankCard Rewards, BB&T
Charles Christianson, Chief Commercial Officer, CONNEXIONS LOYALTY
2:00 p.m. - 2:45 p.m.
Track: The Mobile Wallet View Track The New Payment Paradigm - Embracing the Omni-Channel Model to Maximize Profitability
Molly McCombe, Managing Director, Chief Marketing Officer, CITI RETAIL SERVICES
2:00 p.m. - 2:45 p.m.
Track: Regulation and the CFPB View Track Customer Complaints - Turning Frowns Upside Down: Deliver a Distinctive Customer Experience while Complying with Regulatory Requirements
Ketan Parekh, Consumer Complaints Specialist, PWC
Thom Rooney, Manager Customer Insights, Analytics, and Loyalty Measurement, BMO HARRIS BANK
2:50 p.m. - 3:35 p.m.
Track: Payments Analytics Sponsored by epsilon View Track Leveraging Big Data for Big Results
Rick Claypoole, Director, Retail Product Management and Marketing, CADENCE BANK
2:50 p.m. - 3:35 p.m.
Track: Customer Loyalty & Engagement Sponsored by Connexions View Track Local Merchant Funded Rewards: Bringing Community Merchants into the Mix
Ian Linden, VP, Product Management, ENTERPRISE BANK
Andrew Gates, Director of Strategic Partnerships, REWARDSNOW
2:50 p.m. - 3:35 p.m.
Track: The Mobile Wallet View Track How Loyalty Could Spur Mobile Payments Adoption
Michelle Evans, Senior Analyst, Consumer Finance, EUROMONITOR INTERNATIONAL
2:50 p.m. - 3:35 p.m.
Track: Regulation and the CFPB View Track The Regulation of Mobile Payments
Aaron Klein, Director, Financial Regulatory Reform Initiative, BIPARTISAN POLICY CENTER
3:35 p.m. - 3:50 p.m.
3:50 p.m. - 4:35 p.m.
Track: Payments Analytics Sponsored by epsilon View Track Translating Little Data into Big Insights
Jay Das, Senior Director of Risk Management, BARCLAYCARD US
David Rich, Senior Vice President, Information Services, MASTERCARD ADVISORS
3:50 p.m. - 4:35 p.m.
Track: Customer Loyalty & Engagement Sponsored by Connexions View Track Is Your Loyalty Program Positioned to Deliver Maximum Financial Success?
Jason Dolat, Director, US Card Products, RBC BANK
Michael Hemsey, President, KOBIE MARKETING
3:50 p.m. - 4:35 p.m.
Track: The Mobile Wallet View Track Mobile Money and the Coming Financial Services Revolution
Tim Attinger, Group Vice President, Strategy and Innovation, BLACKHAWK NETWORK
3:50 p.m. - 4:35 p.m.
Track: Regulation and the CFPB View Track Being Proactive – Managing the Risks in UDAAP and Forthcoming CFPB Actions
Jo Ann Barefoot, CEO, THE BAREFOOT GROUP
4:40 p.m. - 5:25 p.m.
Track: Payments Analytics Sponsored by epsilon View Track Marketing to a Segment of One
Andrew Davidson, SVP/Chief Insights Officer, MINTEL COMPEREMEDIA
Manish Bhargava, SVP, Consumer Products Competitive Intelligence, BANK OF AMERICA
Paul Siegfried, Senior Vice President, Financial Services, Card Business Leader, TRANSUNION
Carol Smith, ECM Loyalty and Strategy, CITI CARDS
4:40 p.m. - 5:25 p.m.
Track: Customer Loyalty & Engagement Sponsored by Connexions View Track Co-Branded Credit Cards 2.0
Joshua Cross, CTO, TRUBEACON
Phil Philliou, President & CEO, TRUBEACON
4:40 p.m. - 5:25 p.m.
Track: The Mobile Wallet View Track Mobile Wallets: Ingredients for Success
Stephanie Polen, VP, Client Portfolio Management, VANTIV
4:40 p.m. - 5:25 p.m.
Track: Regulation and the CFPB View Track How's the CFPB Doing?
Aaron Klein, Director, Financial Regulatory Reform Initiative, BIPARTISAN POLICY CENTER
Terry Maher, Partner, BAIRD HOLM LLP
Bailey Reutzel, Reporter, PAYMENTSSOURCE

Friday, April 25, 2014

7:15 a.m. - 8:15 a.m.
8:15 a.m. - 9:15 a.m.
Mobile Payments - Seeing Around Corners
James McKelvey, Co-Founder, SQUARE INC.
10:00 a.m. - 10:45 a.m.
EMV - A Multi-Stakeholder Discussion
Moderator: Randy Vanderhoof, Director, U.S. PAYMENTS FORUM
Panelists: Carolyn Balfany, Group Head U.S. Product Delivery, MASTERCARD WORLDWIDE
Dana Karzan, Senior Marketing Director, Customer Segmentation, CITI
Simon Pugh, Payments Leader, ISIS
10:45 a.m. - 11:30 a.m.