Tuesday, May 9, 2017


2:15 p.m. - 2:45 p.m.

Best Practices: The Evolution of Retail Card Partnerships

David Boone

David Boone
Executive Vice President and Head of U.S. Partnerships and Shared Services, TD Bank

When it comes to retail card services, today's decision-makers are demanding more from their partners to ultimately create a “frictionless” shopping experience for consumers. Gone are the days of selecting financing providers based on product offering alone. Retailers today expect a supportive, holistic relationship designed to meet their evolving operational and regulatory needs, so they can focus on what impacts their business most – driving sales and retaining customers. So, what does the future of retail payments look like?

In an environment where terms, benefits, and product features are essentially table stakes, what should retailers consider most when evaluating credit card programs for their customers? How can working with the right financing partner help build brand loyalty? What payment technology trends will customers care most about in the future? How can retailers prepare for mobile transitions moving forward?

Most importantly, how will working with a payment provider help a retailer stand out among the competition – not just today, but in the ever-evolving future state? What do retailers need to know to overcome regulatory challenges? What really is valued in a credit card program? Is it security? Customer service? Technology? Benefits? A combination of several?

Hear directly from an expert in the retail card services space on differentiators that matter to both retailers and consumers today – and what they are looking for tomorrow. Learn why seeking out a financing partner that aligns company culture, customer service, and brand promise helps attract and retain customers, while providing a seamless shopping experience.

2:45 p.m. - 3:15 p.m.

How Can Issuers & Brands Design The Ideal Card Rewards Program?

Bob Daly Sam McLimans

Bob Daly
SVP, FlexPerks Rewards & Loyalty Management, U.S. Bank

Sam McLimans
Senior Vice President of Cash Management, Fidelity Investments

Well-designed rewards programs are a win/win; providing benefits for the cardholder and providing an opportunity for the issuer to increase their “share of wallet.”

Card issuers need to take three factors into consideration in order to determine the optimal rewards program: the speed at which cardholders earn rewards points, the value of rewards points and how easy rewards points can be redeemed.

Session highlights: • Providing an overview of popular rewards programs and their strengths vs. weaknesses • Determining key factors on whether you should charge an annual fee • Examining the evolution of consumer opinion about travel rewards • Strategies related to assigning an appropriate point value to specific transactions • Prioritizing redemption experience and reward value

3:15 p.m. - 4:00 p.m.

How Consumers Evaluate Rewards For Co-Brand & Private Label Cards

Marianne Berry

Marianne Berry
Managing Director, Payment Insights, Auriemma Consulting Group


4:25 p.m. - 4:55 p.m.

Co-Branding Case Study


4:55 p.m. - 5:40 p.m.

Interactive Breakout Discussion Groups

These breakout discussion groups are interactive, guided discussions hosted by either one or two moderators to discuss some of the critical issues and challenges facing the industry. Card Forum attendees can join a table of interest and become an active part of the discussion. To get the most out of this interactive session and format please come prepared to share examples from your work, vet some ideas with your peers, be a part of group interaction and problem solving and participate in active idea sharing. Be sure to check back soon for additional sign-up, topic and moderator information.