Financial Innovation and Payments Summit 2017

Newport Marriott, Newport, RI
July 30, 2017 - August 1, 2017

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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

Agenda current as of July 28, 2017

1:30pm

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.

4:00pm

Exhibit Set up

4:50pm

Welcoming Remarks

Senior Advisor - SIMON-KUCHER & PARTNERS

5:00pm

Digital Identity & Authentication 

Moderator

Head Digital Finance Solutions - TELINDUS (PROXIMUS GROUP)

Panelist

Interim Consumer Chief Information Officer - SYMANTEC

Panelist

CO-Founder & CTO - CONFIRM.IO

Panelist

CEO - THE GLOBAL IDENTITY FOUNDATION

Panelist

General Manager-Mobile and e-Commerce - EQUIFAX

5:45pm

Evolution of Digital Banking

Moderator

Senior Advisor - SIMON-KUCHER & PARTNERS

Panelist

Managing General Partner - ALPHA GOVERNANCE PARTNERS LLC, FORMERLY FEDERAL RESERVE BOARD

Panelist

Vice President-Operations - CONSUMERS CREDIT UNION

Panelist

VP Enterprise Innovation -CIBC

Panelist

Chief Innovation Officer - KASASA

Panelist

Chief Marketing Officer - ENTRUST DATACARD

6:30pm - 7:30pm

Welcome Reception

7:30am

Registration and Breakfast

8:10am

Welcoming Remarks

Head of FinTech - DEBEVOISE & PLIMPTON LLP

8:20am

Financial Innovation and The Future of Payments

  • Payments Role in The Linkage of the Full Digital Ecosystem
  • The Leading Payment Networks’ Role
  • Loyalty Programs
Moderator

Chief Strategy Officer - AURUS INC.

Panelist

Head of Digital & Strategic Partnerships - DISCOVER FINANCIAL SERVICES

Panelist

Executive Director - MORGAN STANLEY

Panelist

Senior Enterprise Account Director - OPENMARKET

Panelist

Director of Product Management (Value Added Services) - CAYAN

9:05am

The Future of Blockchain

Moderator

Partner - PERKINS COIE LLP

Panelist

Senior Vice President- Treasury & Financial Services - FEDERAL RESERVE BANK OF BOSTON

Panelist

Bart Cant, Partner - Financial Services and Blockchain - IBM

Panelist

PhD, Deputy Global Head - North American Lead Emerging Business & Technology - BNY MELLON

Panelist

CEO – NETKI

Panelist

Strategic Business Manager, Innovation Management Services Global Consulting Practice -
TATA CONSULTANCY SERVICES

9:05am

Faster Payment Solutions & Customer Engagement

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

Head - Payment Solutions - BFS NA - TATA CONSULTANCY SERVICES

Panelist

VP-Digital Payment Solutions - FIRST DATA CORPORATION

Panelist

VP Payments Industry Relations - FEDERAL RESERVE BANK CHICAGO

Panelist

Senior Associate, Consumer Finance-Government Performance - THE PEW CHARITABLE TRUSTS

9:50am

Cross Border Payments & International Transactions

Moderator

Principal Investment Officer - INTERNATIONAL FINANCE CORPORATION (IFC)

Panelist

Director- Emerging Payment Technology - BNY MELLON

Panelist

Head of Americas - EARTHPORT

Panelist

CEO - VIAMERICAS CORPORATION

9:50am

Using Partnerships with Technology Platforms to Offer Additional Services

Moderator

Director, Financial Services - CONNECTED LAB

Panelist

Chief Revenue Officer - RAPIDADVANCE

Panelist

Partner - BRYAN CAVE

Panelist

VP of Growth - CONNECTED LAB

Panelist

Managing Director - CFX Markets

10:30am

Refreshment Break

10:45am

Pain or Opportunity?  Legal, Tax, and Regulatory Issues in Financial Services

Moderator

General Counsel - FS CARD

Panelist

General Counsel & Chief Compliance Officer - CIRCLE INTERNET FINANCIAL

Panelist

Senior Vice President-Tax Policy – TAXOMETRY

Panelist

CEO - CRMNEXT, INC.

10:45am

Artificial Intelligence, Data and Predictive Analytics

Moderator

SVP-Consultant - GFK

Panelist

Co-Author, Real-Time and FinTech Executive - ABLE MARKETS

Panelist

Head of FinTech - DEBEVOISE & PLIMPTON LLP

Panelist

Chief Architect - COGNIZANT

11:30am

Fraud Prevention

Moderator

Senior Global Account Director - UL

Panelist

VP & GM-Payments and Security - NCR CORPORATION

Panelist

Director, Mobility & Secure Payment - INTEL CORPORATION

Panelist

TBA, VANTIV

11:30am

Mobile Wallets & Apps

Moderator

CEO - FS CARD INC.

Panelist

VP, Digital and Security Technology - MASTERCARD

Panelist

Digital and Strategic Initiatives - MALAUZAI

Panelist

VP of Delivery, APPLAUSE

12:15pm

Wealth Management, Artificial Intelligence & Financial Service Firms

Moderator

Founder and President - THE RUDIN GROUP

Panelist

Senior Vice President - Head of Digital Investment Solutions - CITIZENS BANK WEALTH MANAGEMENT

Panelist

President - CARDCHARGE

Panelist

Manager, IBM WATSON FINANCIAL SERVICES

Panelist

Co-Founder - ACTIONABLE SCIENCE

Panelist

General Partner - DIGITAL ASSET INVESTMENT COMPANY

12:15pm

Lending Innovation

Moderator

Chief Executive Officer, FINACITY

Panelist

Managing Director-CIT Small Business Solutions - CIT DIRECT CAPITAL

Panelist

Managing Director - TLG CAPITAL

Panelist

Principal - THIEL CAPITAL LLC

Panelist

Director of FinTech Strategies - EORIGINAL

1:00pm

Networking Luncheon

Keynote Presentation:
Trends in Global Security Under a New Administration

Keynote Speaker

Executive Director, The McCain Institute for International Leadership, Arizona State University, Former United States Permanent Representative, NATO

2:15pm

Streamlining Ecommerce

Moderator

Vice President- Business Development for International Acquiring - PAYVISION

Panelist

Director, Digital and Security Technology – MASTERCARD

Panelist

AVP, Payments Innovation Technology Solutions - TD BANK GROUP

Panelist

CEO - TAXOMETRY

Panelist

Head of Payments - WORLD WIDE WEB CONSORTIUM (W3C)

Panelist

Director of Engineering – SHOPIFY

3:00pm

PE / VC Roundtable

Moderator

President - LEACH FAMILY HOLDINGS (SFO), RHODE ISLAND PBS FOUNDATION

Panelist

Principal - ROUTE 66 VENTURES

Panelist

Managing Director - SENAHILL PARTNERS. LP

Panelist

Founder & CEO - STAR MOUNTAIN CAPITAL, LLC

Panelist

Partner - VICTORY PARK CAPITAL

Panelist

MD - WALDROP FAMILY OFFICE (SFO)

Panelist

Senior Advisor - TWO SIGMA VENTURES

4:00pm

Refreshment Break

4:15pm

Cybersecurity

Moderator

Senior Vice President & CIO - FEDERAL RESERVE BANK OF BOSTON

Panelist

Vice President - IT - CHELSEA GROTON BANK

Panelist

President & COO - MILITUSCYBER

Panelist

CISO - CIRCLE INTERNET FINANCIAL

Panelist

Principal - THE CHERTOFF GROUP

5:00pm

Planning Futures for Community and Mid-Tier Banks

Moderator

President & CEO - CCG CATALYST

Panelist

Senior Associate - EDISON PARTNERS

Panelist

Chairman - ESSEX SAVINGS BANK

Panelist

Chief Operations Officer -BROOKLINE BANCORP

Panelist

Chief Customer Officer - NORTH SHORE BANK

Panelist

Executive Vice President of Retail Banking Services - SALEM FIVE

5:45pm - 6:45pm

Networking Cocktail Reception

8:15am

Registration and Breakfast

8:45am

Welcoming Remarks

Senior Vice President, Tax Policy - TAXOMETRY

9:00am

Open API’s

Moderator

Vice President - Global Lead for Retail Banking - CGI

Panelist

Senior Counsel | Office of Regulations - CONSUMER FINANCIAL PROTECTION BUREAU

Panelist

Senior Vice President -Innovation Research & Development - U.S. BANK

9:40am

Financial Services Innovation

Moderator

Industry Solutions Executive, Banking & Financial Services - TATA CONSULTANCY SERVICES

Panelist

TBD - RBC CAPITAL MARKETS

Panelist

Senior Vice President - PHOENIX MARKETING INTERNATIONAL

Panelist

Principal – BETTERBUYDESIGN (invited)

Panelist

Sr. Policy Advisor and Co-Chair, Cybersecurity and Privacy - HOLLAND & KNIGHT (invited)

10:20am

Prepaid

Moderator

Expert Associate Partner - MCKINSEY & COMPANY

Panelist

CEO - BERKELEY PAYMENT SOLUTIONS

Panelist

Senior Director, Business Development & Marketing - INCOMM CANADA

11:00am

Global Landscape for Innovation

Moderator

VP North America - MEECO

Panelist

Mobile Payments Head - Internet Banking & Mobile Banking Group - ICICI BANK LTD.

Panelist

President and Head of Operations, India - BAJAJ ALLIANZ GENERAL INSURANCE

Panelist

Head of Customer Operations and Marketing - PAYZA

11:40am

Wireless Tech

Moderator

Associate Partner - MCKINSEY & COMPANY

Panelist

Business Development Director - OASIS SMART SIM

Panelist

Co-Founder-Managing Director - GCP CAPITAL PARTNERS LLC

Panelist

SVP, Banking - CELENT

12:20pm

Closing Remarks

12:30pm

Conference Concludes

4star
Newport Marriott
Newport Marriott, America's Cup Avenue, Newport, RI, United States


King SOLD OUT
Double/Double SOLD OUT
*Prices exclude taxes. Rates are exclusive of 13% tax.

The Newport Marriott is currently sold out.  To be placed on a waiting list, please email jpepper@opalgroup.net.

 

We have secured a block of rooms for you at:

 

Gurney’s Newport Resort & Marina

1 Goat Island, Newport, RI 02840

www.gurneysresorts.com

 

Distance to conference: .7 miles

Group Rate: $309 (+ tax (13%), resort fee ($30 per night))

 

To Reserve your room, please call the Gurney’s Reservations Department at (401) 851-3366 and reference the Opal Overflow Room Block – 170728OPA.

Registration Pricing

Standard
Standard $1,995
Corporate / End-User / Merchant $995
PE / VC $495
Goverment $495

*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

Ambassador Kurt Volker, Executive Director, The McCain Institute for International Leadership, Arizona State University, Former United States Permanent Representative,
NATO

Some Confirmed Speakers Include:

Title Company
CEO ABLE Markets
Independent Director Alpha Governance Partners LLC, formerly Federal Reserve Board
SVP of Customer Success and Delivery APPLAUSE
President and Head of Operations, India Bajaj Allianz General Insurance
Emerging Payments & Commerce – Partnerships Bank of America
CEO Berkeley Payment Solutions
Deputy Global Head- North American Lead Emerging Business & Technology BNY Mellon
Director- Emerging Payment Technology BNY Mellon
Chief Operations Officer Brookline Bancorp
Partner Bryan Cave
EVP Sales Digiliti Money
President CARDCHARGE
Director of Product Management (Value Added Services) Cayan LLC
President & CEO CCG Catalyst
Vice President- IT Chelsea Groton Bank
VP Enterprise Innovation CIBC
General Counsel & Chief Compliance Officer Circle Internet Financial
CISO Circle Internet Financial
 Managing Director-CIT Small Business Solutions CIT Direct Capital
Senior Vice President – Head of Digital Investment Solutions Citizens Bank Wealth Management
Chief Architect Cognizant
CO-Founder & CTO CONFIRM.IO
Founder Consensus Systems (ConsenSys)
Vice President-Operations Consumers Credit Union
Head of FinTech Debevoise & Plimpton LLP
Head of Digital & Strategic Partnerships Discover Financial Services
Head of Americas Earthport
Senior Associate Edison Partners
Chief Marketing Officer Entrust Datacard
General Manager-Mobile and e-Commerce Equifax
‎Chairman Essex Savings Bank
‎VP Payments Industry Relations Federal Reserve Bank of Chicago
‎Senior Vice President Federal Reserve Bank of Boston
‎Senior Vice President & CIO Federal Reserve Bank of Boston
Chief Executive Officer Finacity
Founder & CEO Finsophy Inc.
CEO & Founder FinTech Growth Syndicate
Partner FinTech Growth Syndicate
VP-Digital Payment Solutions First Data Corporation
General Counsel FS Card
CEO FS Card Inc.
Co-Founder-Managing Director GCP Capital Partners LLC
SVP-Consultant GfK
Head of Innovation for Retail Banking & Wealth Management HSBC Bank USA
Director at IBM Blockchain Labs IBM
Manager IBM Watson Financial Services
Mobile Payments Head- Internet Banking & Mobile Banking Group ICICI Bank Ltd.
Director, Mobility & Secure Payment Intel Corporation
Principal Investment Officer International Finance Corporation (IFC)
Chief Innovation Officer Kasasa
Chief Product Officer Lantern Credit
President Leach Family Holdings(SFO), Rhode Island PBS Foundation
Payments Practice Lead Levvel
Chief Information Security Officer LifeLock (a Symantec Company)
Co-Founder & Chief Product Officer Malauzai
Director, Digital and Security Technology Mastercard
VP, Digital and Security Technology Mastercard
VP North America MEECO
Managing Partner-U.S. Western Region McKinsey & Company
President & COO Milituscyber
Executive Director Morgan Stanley
former United States Permanent Representative NATO
VP & GM-Payments and Security NCR Corporation
Chief Customer Officer North Shore Bank
Business Development Director Oasis Smart SIM
Senior Enterprise Account Director OpenMarket Inc., a division of Amdocs
Vice President-Loyalty & Financial Services Overstock.com
Executive Vice President Payza
Partner Perkins Coie LLP
Senior Vice President Phoenix Marketing International
Chief Revenue Officer RapidAdvance
Chief Financial Officer & Head of Credit and Product Strategy RapidAdvance
Managing Director- Head of Operations Technology RBC Capital Markets
Principal Route 66 Ventures
Founder RPGC CONSULTING GROUP
Executive Vice President of Retail Banking Services Salem Five
Managing Partner SenaHill Partners, LP
Director of Engineering Shopify
Senior Advisor Simon-Kucher & Partners
Founder & CEO Star Mountain Capital, LLC
Global Managing Partner Capital Markets Consulting USA Tata Consultancy Services
Senior Vice President, Tax Policy Taxometry
CEO Taxometry
AVP, Payments Innovation Technology Solutions TD Bank Group
Head Digital Finance Solutions Telindus (Proximus Group)
Administrative Officer The Cape Cod Five Cents Savings Bank
Principal The Chertoff Group
CEO The Global Identity Foundation
Sr. Principal The Mitre Corporation
Senior Advisor, Consumer Finance-Government Performance The Pew Charitable Trusts
Founder and President The Rudin Group
Principal Thiel Capital (SFO)
Managing Director TLG Capital
EVP/Managing Director Transaction Network Services (TNS)
Senior Advisor Two Sigma Ventures
Senior Vice President -Innovation Research & Development U.S. Bank
TBA Vantiv
Manager-Strategy & Business Operations Venmo
Senior Partner Victory Park Capital Advisors
Principal Victory Park Capital Advisors
TBA Waldrop Family Office (SFO)
Practice Head – Banking Solutions (Analytics & Blockchain) Wipro Technologies
Head of Payments World Wide Web Consortium (W3C)
  • 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

America’s Regatta Cup Networking Event
The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to race across the harbor, or just relax aboard a legendary 12 Meter yacht while mingling with industry peers. Come join us this July-- the forecast calls for fun, networking, and in-depth panel sessions exploring the Financial Innovation & Payments industry.

To request information about speaking, sponsoring, exhibiting or attending please contact
Abe Wellington 212.532.9898 x 222 | awellington@opalgroup.net

  • 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
Abe Wellington 212.532.9898 x 222 | awellington@opalgroup.net