Financial Innovation and Payments Summit 2019

Gurney’s Newport Resort & Marina, Newport, RI
July 10, 2019 - July 12, 2019

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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

  • Where we’ve come from, where we are & where we are going

John Alan Bird, Global Business Development Leader, W3C


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

  • Bank Strategies
  • Leveraging New Technology to retain and grow customers
  • Planning Futures for Community and Mid-Tier Banks
  • Using Partnerships with Technology Platforms to Offer Additional Services

Manjusha Tipre, Co-Founder and Principal, Megalodon Capital


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



  • Points of technology engagement that drive higher merchant satisfaction
  • How the human touch supplements value propositions driven by speed and innovation
  • The differing satisfaction drivers between e-commerce card-present merchants

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


Lisa Seim, Principal, Strategic Exchanges


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


Peter Carruthers, Chief Product Officer, River Ventures Group LLC


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


Joe Emig, Vice President - Business Development for International Acquiring, Payvision


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

  • Tools for Success

Robert Wesley, Head of Channel Sales and Partnerships, POYNT


Steve Mott, Principal, BetterBuyDesign

Dara Meath, Divisional Chief Information, Conair Corporation

Peter Gordon, CEO, PRMPayments

12:15 PM


1:15 PM

Artificial Intelligence, Machine Learning, Data and Predictive Analytics


Lenore Kantor, President and Chief Growth Officer, Growth Warrior


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


Bryan Jurewicz, Chief Operations & Revenue Officer, Arrow Payments


John Alan Bird, Global Business Development Leader, W3C

Liz Fischer, Chief Customer Officer, CityBase

3:00 PM

The Future of Blockchain


Kurt Watkins, Partner, MG Miller


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


Lawrence Berlin, Founder and CEO, MSI Consulting


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


Michael Meyer, Chief Risk Officer & Chief Security Officer, MRS BPO, LLC

5:00 PM

PE / VC Roundtable


AnaLiza Grandner


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

  • Global trends on Prepaid from a features, positioning, communication and UX point of view

Chirag Mehta, Senior Executive, BFSI, Tata Consultancy Services


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

Gurney’s Newport Resort & Marina
1 Goat Island Newport, RI 02840
Newport, RI

Rooms Rates
King Bed Sold Out
Double / Double Sold Out
Recommended Hotels:
Newport Marriott
Hotel Viking
*Exclusive of 13% tax & $1.00 Newport Tourism Assessment per night.

• 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 $1995
Financial Institution $995
Government / Merchants / Retailers $695
End User $695

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • 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
    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

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

    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


    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


    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


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


    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