Financial Innovation and Payments Summit 2018

Conference Details
Agenda
Hotel Information
Registration Pricing

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

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	The Future of Blockchain Faster Payment Solutions & Customer Engagement 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	Cross Border Payments & International Transactions Mobile Wallets & Apps 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	Pain or Opportunity? Legal, Tax, and Regulatory Issues in Financial Services Artificial Intelligence, Data and Predictive Analytics 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	IoT Lending Innovation 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	Cyber and C-suite/Leadership - Dereliction of Duty* Loyalty 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	PE/ VC Roundtable Open API's 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	Streamlining Ecommerce Payments & Prepaid Innovations 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	Planning Futures for Community and Mid-Tier Banks Payment Innovation – The Evolution of Unified Commerce 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

Gurney’s Newport Resort & Marina

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

Book Now

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

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Highlights

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

Who Should Attend
Testimonials

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

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