Financial Innovation and Payments Summit 2018

Gurney’s Newport Resort & Marina, Newport, RI
July 18, 2018 - July 20, 2018

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In the wake of the digital financial landscape increasing faster than ever before we are witnessing the transformation of customer expectations and consumption trends as we see the establishment of innovative financial services and products to the market. Opal Group’s Financial Innovation and Payments Summit will address the enterprising and adoption of innovative payments solutions and practices.
This conference will gather leading players and thought leaders that are creating the landscape for the future of the industry. Uniting executives in the payments realm, stakeholders from business end-users, financial and technology services organizations will discuss and explore the key issues and opportunities today.
Attendees will experience:
• Distinguished education via panel sessions and presentations featuring payments and innovation experts
• Networking opportunities for executives and senior-level payments professionals

Current as of July 18, 2018

12:00PM

REGATTA
Join your peers in our sailing regatta on the Narragansett Bay.
Race on a legendary 68′ classic 12 Meter yacht that won the Americas Cup or relax on the viewing boat (an 80′ schooner).
Space is limited, registration is required.

 

2:00PM

Exhibit Set up / Registration

3:35PM

Welcoming Remarks by Co-Chair

Regional Account Manager, OneSpan Inc.

3:45PM

Using Partnerships with Technology Platforms to Offer Additional Services

Moderator

PhD, VP Strategic Initiatives, CrowdSmart.io

Panelists

Chief Revenue Officer, RapidAdvance

Panelists

Chief Launch Officer, Launch Warrior

Panelists

Principal, The Gallatin Group

Panelists

President & CEO, MTCPerformance

4:30PM

Digital Identity & Authentication 

Moderator

General Counsel & Chief Operating Officer, Medici Ventures

Panelists

Head Digital Finance Solutions, Telindus – Proximus

Panelists

CEO, IDMERIT

Panelists

Business Development Identity & Access Management, ITConcepts

Panelists

Chief Executive Officer , PrivaKey, Inc.

5:15PM

Evolution of Digital Banking 

Moderator

Director of Private Label Banking, The Bancorp

Panelists

Chief Innovation Officer, Kasasa

Panelists

Chairman & CEO, StoneCastle/Cambr

Panelist

Counsel, Hogan Lovells US LLP

6:00PM

Welcome Reception

7:30AM

Registration & Continental Breakfast

7:55AM

Workshop

Director of Financial Services & Partner, Connected Lab & FinTech Growth Syndicate

8:25AM

Opening Remarks by Co-Chair

Partner, Hogan Lovells US LLP

8:30AM

Financial Innovation and The Future of Payments
• Payments Role in The Linkage of the Full Digital Ecosystem
• The Leading Payment Networks’ Role
• Innovation in Payroll

Moderator

Partner, Davis Wright Tremaine LLP

Panelists

Founder, Ollocard.com & Fintech Advisor, Warburg Pincus

Panelists

Staff Vice President & Global Chief Security Officer,ADP

Panelists

Partner, Hogan Lovells US LLP

Panelists

Vice President,Morgan Stanley

9:20AM
Moderator

VP Development, Blockchain and DLT, Intuit

Panelist

Principal, Liberty Advisor Group

Panelist

OEM Biz Dev Director - China/Asia-Pacific Region, Rivetz Corp

Panelist

Co-founder, Chairman, CEO, IOB llc

Panelist

Partner, Hogan Lovells US LLP

Panelist

Sr. Policy Advisor, Chair, Global Cybersecurity & Privacy Policy and Regulatory Team, Holland & Knight

  • Best Practices from Leading Consumer Good Companies in Payment Innovation
Moderator

COO/CRO, Arrow Payments

Panelist

Vice President, Product Development and Innovation, MasterCard

Panelist

Deputy Assistant Director, Office of Card, Payment, & Deposit Markets, Bureau of Consumer Financial Protection

10:15AM

Refreshment Break

10:45AM
Moderator

Vice President- Business Development for International Acquiring, Payvision

Panelists

Director, Technical Sales, Cambridge Global Payments

Panelists

Partner, Blake, Cassels & Graydon LLP

Panelists

Account Manager, Earthport

Panelists

Head of International Business, Computop GmbH

Moderator

Principal, BetterBuyDesign

Panelists

VP, Emerging Payment Solutions, First Data

Panelists

Senior Vice President, Phoenix Marketing International

Panelists

Account Management and Partnerships, In-Store, Paypal

11:30AM
Moderator

Partner, Ballard Spahr LLP

Panelists

VP Government Affairs, Cross River Bank

Panelists

Assistant Attorney General, Government Accountability & Special Litigation Unit, Arizona Attorney General's Office

Panelists

Cofounder, Chief Operating Officer, Bento for Business

Panelists

Head Regulatory Counsel, LendUp

Moderator

CEO, Finacity

Panelists

Assistant Director, Federal Trade Commission

Panelists

Chief Global Strategist and Head of Derivatives Strategy, Weeden & Co

Panelists

Chief Scientist, CrowdSmart.io

Panelists

Executive Vice President, GfK

12:15PM
Moderator

Director - TCS Financial Solutions, Tata Consultancy Services

Panelists

SVP – Digital Future, MasterCard

Panelists

Principal Consultant, JKM Consulting

Panelists

Chief Information Officer, The Conti Group

President West Zone, AIG

Head of Global Telecom Sourcing, Uber

Ted Mlynar, Partner, Hogan Lovells US LLP

Moderator

Partner, Ballard Spahr LLP

Panelists

Managing Director-CIT Small Business Solutions, CIT Direct Capital

Panelists

Head of Business Development, Kabbage Inc.

Panelists

Senior Director, Envestnet I Yodlee

Panelists

Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia

Panelists

Chief Revenue Officer, Tabapay

1:00PM

Networking Luncheon

2:15PM

Keynote Presentation

A Washington, D.C. Update — What to expect coming out of Congress in 2018

United States Senator for the District of Columbia (Shadow)

2:45PM

In the earlier years of cyber intrusions and attacks, some senior executives and Boards would push responsibility for planning and preparedness to their technology and security teams, with barely a mention of defensive plans and proactive strategies at Executive and Board meetings.  However, with the increased incidence, level of severity, and liability of the companies and boards, to NOT have a C-suite/senior leadership level of strategy and action plan, could be deemed a dereliction of duty.  Hear from a panel that brings perspectives and experience from across the spectrum, to share with you their top recommendations and insights to any firm (or C-suite/leader themselves) in what is critical to include in this proactive strategy.

Moderator

Chief Innovation Officer, Irc Advisory

Panelists

Chief Technology Officer, Star Mountain Capital

Panelists

Principal, Liberty Advisor Group

Panelists

CEO & Founder, LIFARS

Panelists

SVP & GM,Security and Fraud Solutions First Data

Panelists

Director of Merchant Advocacy, Signifyd

Panelists

k4t Security

Moderator

Chief Customer Officer, North Shore Bank

Panelists

Executive Vice President, Client Leadership, Bond Brand Loyalty

Panelists

Lanny Byers, VP, Emerging Payment Solutions, First Data

Panelists

Director of Privacy, Walmart, Inc.

3:30PM

Refreshment Break

3:45PM
Moderator

President, Leach Family Holdings (SFO) Rhode Island PBS Foundation

Panelists

General Partner, Route 66 Ventures

Panelists

Co-Founder-Managing Director, GCP Capital Partners LLC

Panelists

Principal, Centana Growth Partners

Panelists

Vice President, LLR Partners

Moderator

Vice President Of Payments Innovation, Mercator Advisory Group

Panelists

Director of Business Development, Galileo Processing

Panelists

VP, Business Technology, Discover Financial Services

Panelists

SVP and Distinguished Engineer, CA Technologies

4:30PM

This panel will discuss the implications of the shift from in-store commerce to online Ecommerce with a focus on both how the consumer is driving this change and how the retail industry is adopting to the change. We will cover such things as:

-Is the hybrid model of exploring online and buying in-store a phase or the future?

-With the percentage of transactions steadily shifting to a mobile device, how do companies adopt to be a destination location?

-Who will be impacted by this change from a financial prospective?

-What implications exist for cross-border retailers and multi-national banks?

Moderator

Global Business Development Leader, W3C

Panelists

Founder and CEO, FortuneTimes Group (FTG)

Panelists

Account Management and Partnerships, In-Store, Paypal

Panelists

Chief Executive Officer, Asiapay

Panelists

Head of Digital - Banking, Financial Services & Insurance, Tata Consultancy Services

The speed of disruption in financial services is dramatic
The speed of disruption in financial services is dramatic – driving opportunities and challenges for traditional and even the newest players. Prepaid is a platform supporting some of the dramatic innovations across many areas, including fueling the Gig Economy, Payments as a Lifeline, blockchain, and more. Join this panel to hear future trends, and real in-the-trenches stories of what is and isn’t working – now and future.

Moderator

Chief Innovation Officer, IRC Advisory

Panelists

President & Chief Executive Officer, NBPCA

Panelists

Vice President, Product Management – Global Prepaid, MasterCard

Panelists

Vice President Of Payments Innovation, Mercator Advisory Group

5:15PM
Moderator

Principal, Strategic Exchanges

Panelists

Chairman, Essex Savings Bank

Panelists

President and CEO, First GREEN Bank

Panelists

Director of IT Architecture, Home Credit US

Moderator

Chief Strategy Officer, Aurus Inc.

Panelists

Vice President, Information Technology,Spanx

Panelists

Principal, BetterBuyDesign

Panelists

Senior Account Executive, Marqeta

Panelists

Partner - BFSI, Consulting & Services Integration, Tata Consultancy Services Limited

6:00PM

Keynote: Real Privacy for Artificial Intelligence

Director of Privacy, Walmart, Inc.

6:20PM

Networking Cocktail Reception

Join us and unwind with fellow industry professionals for refreshments & hors d’oeuvres.

8:00AM

Continental Breakfast

8:05AM

Opening Remarks by Co-Chair 

Partner, Hogan Lovells US LLP

8:10AM

Choose Your Own Adventure: Technology Creating Modern Convenience

Executive Vice President, TD Bank, America's Most Convenient Bank

8:30AM

Digital Currencies and their Impact on the Currency Markets, Reserve Currencies, and Structured Transactions and what Washington is saying

Managing General Partner, Alpha Governance Partners LLC

8:50AM

Technology and the Future of Banking

Chairman and CEO, Customers Bancorp, Customers Bank and BankMobile

9:20AM

Payment Dispute Issues & Chargebacks

Moderator

Senior Associate, Consumer Finance, The Pew Charitable Trusts

Panelist

Trust and Safety, Chargebacks, Patreon

Panelist

Director of IT Architecture, Home Credit US

Panelists

Industry Solutions Executive, Banking and Financial Services, North America, Tata Consultancy Services Limited

Panelists

Sr. Account Executive, Marqeta

10:05AM

Cryptocurrency

Moderator

Partner, Hogan Lovells US LLP

Panelists

General Counsel and Head of Partnerships, Vetted

Panelists

CISO, Circle Internet Financial

Panelists

Ondrej Krehel, CEO & Founder, LIFARS

10:50AM

Wireless Tech

Moderator

Director of Strategic Initiatives, Ventus

Panelists

Head of Global Telecom Sourcing, Uber

Panelists

OEM Biz Dev Manager -Asia-Pacific, Rivetz Corp

Panelists

Sr. Account Executive, Marqeta

11:35AM

Global Landscape for Innovation

Moderator

Principal, Strategic Exchanges

Panelists

Chief Executive Officer, Asiapay

Panelists

Co-Founder and CEO, Cybri

Panelists

Senior Account Executive, Marqeta

12:20PM

Closing Remarks

12:25PM

Conference Concludes

1star
Gurney’s Newport Resort & Marina
Gurney's Newport Resort & Marina, Goat Island, Newport, RI, United States


Room Rate $369*
*Rate has increased due to availability. Prices exclusive of 13% tax & $1.00 Newport Tourism Assessment per night
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Standard Rate
Government $495
PE / VC $495
End-User / Merchant $795
Banks and Credit Unions $995
Standard $1,695

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Presented by

Jonathan Avila, Vice President, Chief Privacy Officer, Walmart Inc.

  • Authentication
    Artificial Intelligence. Wealth Management and Financial Service Firms
    Best Practices from Leading Consumer Goods Companies in Payment
    Innovation
    Contextual Checkout
    Cross Border Payments & International Transactions
    Customer & Merchant Initiated Innovation
    Digital Identity
    Evolution of Digital Banking
    Faster Payment Solutions and Customer Engagement

  • Financial Innovation and the Future of Payments
    Financial Services Innovation
    Fraud Prevention
    Global Landscape for Innovation
    Industry Start-up Panel
    Legal, Tax and Regulatory Challenges and Opportunities
    Lending Innovation
    Loyalty Programs and Marketing
    Machine Learning and Artificial Intelligence

  • Data and Predictive Analytics
    Mobile Wallets & Apps
    Open APIs
    Payments Role in the Linkage of the Full Digital Ecosystem
    PE/VC Roundtable
    Point Of Purchase Financing
    Prepaid Payments
    Streamlining the Ecommerce
    The Future of Blockchain / Distributed Ledgers in Payments-Beyond Bitcoin
    The Leading Payment Networks' Role
    Transformation for Community and Small/Mid-Sized Banking
    Using Partnerships with Technology Platforms to Offer Additional Services
    Wireless Technology

  • Platforms
  • Corporate, retail payments professions from small and large firms
  • Payment/innovation professionals
  • Mobile, financial services and integrated commerce
  • Investment, analysts, bankers, government officials
  • Commercial and investment banks
  • Consultants
  • Start ups and small firms
  • Data, digital and marketing services
  • Technology firms
  • Legal, regulatory, government, etc.

 

To request information about speaking, sponsoring, exhibiting or attending please contact
Lauren Bautista 212.532.9898 x 258 | lbautista@opalgroup.net

    Financial Innovation and Payments Summit certainly delivers on the promise of bringing experts from various relevant industry segments (Banks, FIs, Consulting Firms, Technology Partners, Investors and FinTechs.) The size of the conference is a plus allowing quality time for networking and meaningful dialogue. Speaker

    Unknown

    The financial innovation and payments summit in Newport RI was a unique event. The panels were well planned and created great discussion. I am looking forward to 2018. Speaker

    Unknown

    Opal's Financial Innovation and Payments Summit attracted high quality attendees covering payments, investment, cybersecurity and other relevant fintech topics at a lovely venue. The event was extremely well-run and professional. Speaker

    Unknown

    Highly informative sessions with subject matter experts. A great combination of thought leadership and substantive discussion about the rapidly-changing payments landscape. Speaker

    Unknown

    The Financial Innovation and Payments Summit was a cozy and relaxing environment where you able to gain insight through concepts relayed in short panel discussions but could also engage with speakers that caught your attention later; over cocktails or dinner. It allowed for conceptual and thought-provoking panels with detailed conversations. A nice show! Speaker

    Unknown