Financial Innovation and Payments Summit 2019
Gurney’s Newport Resort & Marina, Newport, RI
July 10, 2019 - July 12, 2019
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 who are creating the landscape for the future of the industry. Uniting executives in the payments realm, stakeholders from corporate 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
Why Attend:
• The program includes vital insight from the industry’s most admired and innovative institutions.
• Opal’s Financial Innovations & Payments Summit is designed to help you increase performance, create loyalty programs that increase customer spend and engagement and stay at the forefront of technological innovation. Today’s expanding number of mobile payment platforms, evolving security threats and pressure to stay ahead of wavering customer behaviors, issuers are faced with both critical decisions and great opportunities for boosting wallet share.
• Evaluate demonstrations from top solution providers.
• Engage, Network, Socialize & Share with fellow powerful business leaders, C-Suite executives & professionals.
• Financial Innovations & Payments Summit maintains an intimate, non-trade show like environment set within a luxury venue.
To request our current agenda, participant list and sponsors
Speaker List Current as of
| 11:00 AM |
Registration and Exhibit Set Up |
| 12:00 PM |
Sailing Excursion |
| 3:00 PM |
Opening Remarks |
| 3:15 PM |
Credit Card Cybersecurity – Insights to Help Safeguard Your Multichannel Business Larry Brennan, SVP Merchant Data Security and Cybersecurity Director, Bank of America Merchant Services |
| 4:00 PM |
The Evolution of Digital Payments
Moderator
John Alan Bird, Global Business Development Leader, W3C
Panelists
Solomon Choi, CEO, 16 handles Frank Liddy, Customer Success and Strategic Programs, Paypal Abhishek Kulkarni, VP Client Relations, Aurus Inc. Brian DuCharme, Vice President, Head of Production & Innovation, STAR Network Rachel Siegel, Senior Associate, Consumer Finance, Government Performance, The Pew Charitable Trusts |
| 4:45 PM |
Technology and the Future of Banking
Moderator
Manjusha Tipre, Co-Founder and Principal, Megalodon Capital
Panelists
Robert Knop, CEO, Assist You Today Mark Cerminaro, Chief Revenue Officer, Rapid Finance John Collins, Partner, FS Vector Arun Sharma, Senior Advisor , MasterCard |
| 5:30 PM |
The Drivers of Small Business Satisfaction with Merchant Services
The small business market is a hotbed for payments and fintech innovation. Whether they are selling goods online, through retail locations or in B2B markets, small businesses in America are being required to accept a range of card and digital payment options. Merchant services providers — banks, fintechs and scale processors — are vital partners in that process. J.D. Power has completed the industry’s inaugural study that evaluates more than 3,500 small businesses and their satisfaction with 19 merchant services providers. The research – and this presentation — explores the key variables that influence small business choice, satisfaction, and loyalty with their merchant services providers based on four factors: cost of service, service interactions, payment processing, and equipment & technology. This presentation is essential to anyone who is setting their sights on the rapidly growing, and competitive, small business market. Why small businesses rate banks as outperforming fintechs and scale processors
Paul McAdam, Sr. Director, Banking Intelligence, J.D. Power |
| 6:00 PM |
Retail\Hospitality Trends to the Future David Gosman, Global Segment Manager of Hospitality, Hewlett-Packard |
| 6:15 PM |
Welcome Reception |
| 7:30 AM |
Registration and Continental Breakfast |
| 7:55 AM |
Opening Remarks |
| 8:00 AM |
Real Lessons from a Digital (R)Evolution Yuri Aguiar, Director of Innovation and Transformation, The Ogilvy Group |
| 8:30 AM |
Pricing Policy, Strategy, and Analytics as a Mechanism for Financial and Operational Transformation Matthew Hagen, VP of Finance Operations / Global Pricing, Monster |
| 9:00 AM |
Digital Identity, Authentication & Security
Moderator
Lisa Seim, Principal, Strategic Exchanges
Panelists
Tim Sloane, VP, Payments Innovation, Mercator Advisory Group David Hale, Chief Privacy Officer & Deputy General Counsel, TD Ameritrade Stuart Vaeth, Vice President, Digital Identity, Mastercard Lou Steinberg, Managing Partner, CTM Insights, & Chairman, Authoriti |
| 9:45 AM |
Faster Payment Solutions & Customer Engagement
Moderator
Peter Carruthers, Chief Product Officer, River Ventures Group LLC
Panelists
Greg Lloyd, Senior Director, Senior Director/Financial Services & Payments, Levvel Lanny Byers, VP, Emerging Payment Solutions, First Data Dan Armstrong, Chief Digital Officer, Customers Bank Lawrence Berlin, Founder and CEO, MSI Consulting Michael Meyer, Chief Risk Officer & Chief Security Officer, MRS BPO, LLC |
| 10:30 AM |
Networking Break |
| 10:45 AM |
Cross-border Payments in an E-Commerce World
Moderator
Joe Emig, Vice President - Business Development for International Acquiring, Payvision
Panelists
Gerrit Ruetzel, CEO of the Americas, BOTTEGA VENETA Abhilash Kaduthanum, Banking Platforms, Payments and Blockchain, Tata Consultancy Services Kurt Watkins, Partner, MG Miller Kim Tong, COO, ECARD Inc. |
| 11:30 AM |
Mobile Wallets, Contactless Payments & Apps
Moderator
Robert Wesley, Head of Channel Sales and Partnerships, POYNT
Panelists
Steve Mott, Principal, BetterBuyDesign Dara Meath, Divisional Chief Information, Conair Corporation Peter Gordon, CEO, PRMPayments |
| 12:15 PM |
Luncheon |
| 1:15 PM |
Artificial Intelligence, Machine Learning, Data and Predictive Analytics
Moderator
Lenore Kantor, President and Chief Growth Officer, Growth Warrior
Panelists
Alexander Liu, VP, First Data Frank Roessig, Head Digital Finance Solutions, Telindus - Proximus Norma Krayem, Sr. Policy Advisor, Chair, Global Cybersecurity & Privacy Policy and Regulatory Team, Holland & Knight |
| 2:15 PM |
Digital Payments Creating Smarter Cities
Moderator
Bryan Jurewicz, Chief Operations & Revenue Officer, Arrow Payments
Panelists
John Alan Bird, Global Business Development Leader, W3C Liz Fischer, Chief Customer Officer, CityBase |
| 3:00 PM |
The Future of Blockchain
Moderator
Kurt Watkins, Partner, MG Miller
Panelists
Gomathy Subramanian, Director - TCS Financial Solutions, Tata Consultancy Services Dale Chrystie, Business Fellow, Blockchain Strategist, FedEx Ali Loveys, Managing Director, Digital Health, Government, and Public Sector, US HC Blockchain, Ernst & Young, LLP |
| 3:45 PM |
Networking Break |
| 4:15 PM |
Legal, Tax, and Regulatory Issues
Moderator
Lawrence Berlin, Founder and CEO, MSI Consulting
Panelists
John Popeo, Principal, The Gallatin Group Joel Telpner, Partner, Sullivan & Worcester LLP James Kim, Partner, Ballard Spahr LLP Phil Goldfeder, SVP, Public Affairs, Cross River Bank |
| 4:45 PM |
IoT & Wireless Technology
Panelist
Michael Meyer, Chief Risk Officer & Chief Security Officer, MRS BPO, LLC |
| 5:00 PM |
PE / VC Roundtable
Moderator
AnaLiza Grandner
Panelists
Jennifer Lee, Vice President, Edison Partners V. Frank Pottow, Managing Director, GCP Capital Partners LLC Tom Davis, Principal, Centana Growth Partners Honour Masters, Director of Business Development, CoVenture |
| 6:00 PM |
Why the FBI Can’t Stop Cybercrime and How You Can Jeff Lanza, Retired FBI Agent, The Lanza Group |
| 6:30 PM |
Networking Cocktail Reception
Sponsored by: Invest Northern Ireland
|
| 8:00 AM |
Registration and Continental Breakfast |
| 8:55 AM |
Opening Remarks |
| 9:00 AM |
Global Landscape for Innovation
Moderator
Chirag Mehta, Senior Executive, BFSI, Tata Consultancy Services
Panelists
Brian Tate, President & CEO, Innovative Payments Association Nelson Chu, Founder & CEO, Cadence Frank Makrides, Founder & CEO, Tunnel |
| 9:45 AM |
Payment Fraud Data David Lott, Payments Risk Expert, Federal Reserve Bank of Atlanta |
| 10:10 AM |
30 Years of Fintech- What Worked, What Didn’t and Drivers of Valuation Dr. Ajay S. Mookerjee, Senior Advisor, Warburg Pincus International |
| 10:30 AM |
Key Themes in Retail and Fintech for 2019 Aron Bohlig, Managing Partner, ComCap LLC |
| 11:00 AM |
Financial Innovations and Payments Summit Concludes |
1 Goat Island Newport, RI 02840 Newport, RI
| Rooms | Rates |
|---|---|
| King Bed | Sold Out |
| Double / Double | Sold Out |
| Recommended Hotels: | |
|
Newport Marriott
Hotel Viking |
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| Standard | |
|---|---|
| Standard | $1995 |
| Financial Institution | $995 |
| Government / Merchants / Retailers | $695 |
| End User | $695 |
- Using Partnerships with Technology Platforms to Offer Additional Services
- Digital Identity & Authentication
- Evolution of Digital Banking
- Financial Innovation and The Future of Payments
- Faster Payment Solutions & Customer Engagement
- Cross Border Payments & International Transactions
- Mobile Wallets & Apps
- Legal, Tax, and Regulatory Issues
- Artificial Intelligence, Data and Predictive Analytics
- IoT
- Lending Innovation
- Loyalty
- Open API’s
- PE/VC Roundtable
- Streamlining Ecommerce
- Payments & Prepaid Innovations
- Planning Futures for Community and Mid-Tier Banks
- Payment Dispute Issues & Chargebacks
- Cryptocurrency
- Wireless Tech
- Global Landscape for Innovation
- And More!
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 EngagementFinancial 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 IntelligenceData 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
Participants Include CEOs, Founders & Senior Level Executives From:
- 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
- Credit Card executives
- Consultants
- Startups and small firms
- Data, digital and marketing services
- Technology firms
- Legal, regulatory, government, etc.
- Banks & Financial Institutions
- Leaders in Fintech
- Payment Processors & Providers
- Wallet Providers
- Retailers & Loyalty
- Software Solutions
- Hardware Manufacturers
- Market Researchers and Consultants
