Payments Innovation Summit - Argyle Executive Forum Events

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Payments InnovationSummitRevolutionizing Your Payment OperationsJune 11 & 12, 2015Hyatt RegencySan Francisco

Who Will You Meet?There is no question that IE. provides thegold standard events in the industry and willconnect you with key decision makers andthought leaders in the market. You will bemeeting senior level executives from majorcorporations and innovative small tomedium size companies.Company Size Of Attendees1000 Employees300-999 Employees50-299 EmployeesLess than 49 Employees56%81%Job Title Of Attendees78%Attendees are at Directorlevel or r. Director/Director25%Attendees arecompanies with atleast 300employees13%Global Head/ Head8%Snr. Manager/Manager11%8%Academic (1%)Past DelegatesMobile Payments- Xerox Director,SeniorDirector,Payments - Apple Vice President, PaymentInnoavtion GoogleDirector, Data - Citi Group SeniorDirector,e-Commerce- eBay Vice President,Data - PayPal

Confirmed Speakers1Confirmed Speakers Global Head of Online Banking CitibankSVP, Mobile BarclaysAPI Product Manager, AT&TSVP, Emerging Payments, MasterCardHead of Global Payments, DropboxHead of Payments, LinkedInHead of Payments, TD BankGlobal Payments Lead, NetflixChief Innovation Officer, DBS BankSVP, Product Strategies, City NationalBankSVP, Digital Payments, Wells FargoHead of Global Payments, Wells FargoChief Risk Officer, CashstarPayments Lead, Hotel TonightVP, Banking Solutions, MoneyGramHead of Payments, IndiegogoPayments Lead, Hotel TonightChief Security Architect, NVIDAVP, Payments, American BankersAssociation Director, Digital Banking, Capital One F TI L

About The SummitPayments Innovation Summit is a unique platform forcorporate practitioners to exchange practical solutions foroptimizing your payments operations. Network with peersand discuss B2B e-payments, cards, global payments,fraud protection, the "ins and outs" of ACH rules and muchmore.Topics covered are from the corporate perspective andare based on an emerging trends & challenges.Thea u d i e n c e i s co m p o s e d p r i m a r i l y of s e n i o r a n dmanagement-level corporate practitioners that workprovide leadership on critical payments issues.Topics of interest, include:- Mobile Payments- Interchange- Digital Currency- Global Payments- Fraud ProtectionConfirmed SpeakersDaniel CohenSVP & Group Head, EmergingPaymentsDaniel Cohen is Senior Vice President,Emerging Payments for MasterCard Latin America andCaribbean. In this role, he is responsible for leading thedevelopment and commercialization of innovative paymentsolutions that can be used at the check-out counter, via theweb, mobile phone, tablet, and beyond. Previously, Mr.Cohen headed MasterCard’s operations in Israel asCountry Manager. He was responsible for openingMasterCard’s first office in the country and expanding thecompany’s local payments footprint.During his time asCountry Manager, he led the commercialization ofbreakthrough innovative payment solutions in theelectronic and mobile commerce space. Mr. Cohen holds aBachelor of Arts degree from The University of WisconsinMadison and a Master’s degree from Columbia Universityin New York. He is currently based in Miami and speaksEnglish, Hebrew and Spanish fluently.Defining the Customer Value Proposition atthe Branch -- Integrating Your CardPortfolio Within Retail Banking Traditional approaches to customer valueproposition developmentDo’s and Don'ts of defining a new/enhancedcustomer value propositionCommunicating a winning value proposition viabranchesNeal CrossChief Innovation OfficerDBS BankNeal Cross is Managing Director and Chief InnovationOfficer of DBS Bank and a strong advocate for innovationthinking and culture. Cross is driving the bank’s innovationagenda regionally, as DBS moves to shape the future ofbanking, to enhance customer experience and betterengage customers in the digital landscape. Cross has morethan 20 years’ experience in technology, innovation andfinancial services. Working with internal stakeholders andexternal collaborators, he charts the innovation roadmapfor DBS to enhance customer experience and betterengage the bank’s customers in the digital landscape.The Payment Pyramid - Product,Procurement and Perception and howCorporate Strategy is the foundation of asuccessful Payment systemAn industry case study on how a rapidly expandingecommerce organization has updated its payments

Speaker InformationVince HruskaSVP, Product StrategiesCity National BankDan Caputo, VP Global Treasury Solutions atAscendantFX Capital Inc, is responsible for managingrelationships with Corporations and FinancialInstitutions that require cross border services.AscendantFX transacts more than 1.5 billion annuallyon behalf of its clients.Dan has over 20 years of foreign exchange paymentexperience. At AscendantFX since 2001, Director ofPayment Solutions at Western Union BusinessSolutions for 9 years and as an Account Manager atThomas Cook Currency Services for 10 years.The Changing Ecosystem of Global PaymentsThe traditional world of cross border payments is rapidlyevolving as regulatory change affects the landscape invarious countries and more consistent best practices areadopted globally.Financial institutions have morecompetition now than ever before as viable alternativescontinue to emerge. Globalization and the shift from paper toelectronic payments are factors driving increased demandfor global payments, which at the same time is creating moreinternational standards and regulations.Session participants gain insight into options for executingglobal payments, making them faster, better and cheaper.Imran HaiderSVP, Head of Digital PaymentsWells FargoBusiness leader for Wells Fargo’s digital paymentservices (consumer, small business and wealth clients).Responsible for market strategy, customer experience,product development, marketing, sales, operations andservicing.Robert SchlaffGlobal Product ManagerCitiRobert Schlaff is Global Product Manager for CitiDirect BEOnline Banking and CitiConnect Host-to-Host Solutions.His mandate is to provide the best connectivity solutionsfor cash management professionals. His current focus ison Citi’s upgrade to the client centric CitiDirect BEplatform. Previous to this role he served as Director ofMobile Solutions and Vice President of Strategy and NewProduct Development in Citi’s Consumer banking division.Previously, he was a Management Consultant at Booz &Co. Robert has a BS in Computer Science from YaleUniversity and an MBA from NYU.How to Improve Your Payments DataPayments are not just about moving value anymore.Information about the payment and information containedin the payment are becoming increasingly important.Automation of business processes in ERP, Treasury andRisk Platforms as well as Big Data applications depend onthe availability of consistent data. This session will explorethe current state of payments and remittance data andhow these have been addressed in different paymentsystems as well as the current industry discussion toimprove payment transparency to meet regulatory as wellas end to end automation needs in the paymentchain.The Future of B2B Online Banking: The Riseof Machines and the TreasuryProfessional’s Role in the New World OrderIn the past few decades, these machines (computers)have been transforming the finance industry. Many keyfinance tasks (bookkeeping, check writing, etc.) havealready been replaced by computers. This trend continuesthrough the automation of cash operations through hostto host connections. As computers continue to do morework, the role of the Treasury professional will becomemore strategic. In this talk, I will take you through Citi’sconnectivity strategy, highlighting the key trends drivingthis strategy and how we are building our products to takeadvantage of what’s happening in the market.

Speaker InformationMoin MoinuddinHead of Global PaymentsDropboxMoinleads the product development team for thepayments platform at Microsoft. Setting direction,partnering with internal teams, stake holders & externalproviders to build and run the platform that processesmulti-billion dollars in transaction volumes.Challenges of Reaching Global Customer BaseAs startups start to grow from growth mode to monetizationmode, reaching global customer base becomes even morecritical. However unlike US, developing, developing andgrowing countries have a very different commerce andpayment landscape. So this session will cover how do younavigate the tricky requirements, regulations and reach thecustomers.John ZazzeraHead of Payment OperationsTD BankInnovative Mobile Payments: Fact vs. FictionHands on accomplished senior operations andtechnology executive with 25 years domestic andinternational experience. Specialized in developing,servicing, growing businesses in alternative assetservicing, commercial, consumer, investment andinsurance products. Distinction through various seniorpositions within leading banking and financial servicesinstitutions each with greater responsibility andimportance. Demonstrated turnaround specialistproviding leadership with corporate governance whileworking closely with staff, partners and Global Board ofDirectors.Mayank MishraMD, Global Head Online BankingCitiMayank Mishra is responsible for leading Digitization,Client Experience and Productivity initiatives for Treasuryand Trade Solutions across the global footprint of 95 countries through the use of Industry leading Digitalplatforms. In this role Mayank Mishra and his team workswith the clients to drive Strategy, Execution andcommercialization of CitiDirect BE, Citi’s award winningOnline Banking platform. Mayank priorities includeenhanced overall experience through creation of industryleading Online Banking and Connectivity capabilities.Innovative mobile payment features such as debit cardmanagement, person to person payments , picture bill payand other money movement services are making their wayinto mainstream consumer banking with growing adoptionnumbers. This session will uncover the truth about what isavailable today, what the future holds for mobile paymentsand howbehavioral-based analytics can drive evenfurther innovation.Building a Global Rail for PaymentsIn the past few decades, these machines (computers)have been transforming the finance industry. Many keyfinance tasks (bookkeeping, check writing, etc.) havealready been replaced by computers. This trend continuesthrough the automation of cash operations through hostto host connections. As computers continue to do morework, the role of the Treasury professional will becomemore strategic. In this talk, I will take you through Citi’sconnectivity strategy, highlighting the key trends drivingthis strategy and how we are building our products to takeadvantage of what’s happening in the market.

Speaker InformationRachel WaskoPayments LeadHotelTonightRachel Wasko is currently the Payments Lead at HotelTonight.She is responsible for creating a globalpayments strategy for the last-minute hotel bookingapp.Rachel works closely with the product andengineering teams to optimize payment conversion.She manages payment partnerships includingcustomer payments and hotel payouts. Before HotelTonight, Rachel worked in the hospitality industry andhas firsthand experience of how hotels manage andoperate.She holds a Bachelor's degree fromUniversity of California - Berkeley.Building a Payment Strategy in the Start-UpLandscapeRachel will discuss the unique payment challenges that startups face with limited engineering resources. Explain how touse 3rd party vendors to get results. She will also discusshow Hotel Tonight use data to drive decision making when itcomes to payment optimization. Also will discuss a couple ofprojects that I have been working on to improve acceptancerates: BIN analysis, improving the payment flow - adding theluhn algorithm.Vineet MathurHead of PaymentsIndiegogoPayments for CrowdfundingVineet Mathur has over 15 years of leadership experiencemanaging the creation of innovative web based products,primarily in payments industry. At Indiegogo, Vineetheads Payments Products and is busy developing astreamlined payin and payout solution for themarketplace clients. Vineet also manages the solutionsfor the revenue and finance teams. Prior to joiningIndiegogo, Vineet worked at BancBox Inc. as VP ofProduct Mktg. and led the development of a pioneeringpayments and escrow solution for the equity/debt basedCrowdfunding industry. Vineet has also worked at VisaInc. as a Sr. Director managing the Disputes portfolio.This presentation will cover the intricacies involved inbuilding an innovative payment system to accept anddisburse funds across the globe in a compliant andtrustworthy manner. At a high level, it will cover the detailsof crowdfunding industry, the role Indiegogo plays in it andhow Indiegogo’s payments system facilitates seamlessfundraising. It will also touch on topics such as mobilepayments and the role mobile plays in fundraising.Raghavendra BhatDirector, Digital BankingCapital OneRaghavendra is responsible for transformation of webfunctionality by turning consumer and technology insightsinto functionality and user experiences that create acompetitive advantage by consistently delivering industryawarded best in class Internet\Mobile Banking & selfservice phone banking systems (IVR) offerings to ourcustomers.Innovation ChallengeIn an ever changing world, the rate of change and growthhas opened many possibilities for enterprises to bring outthe best for their customers. So how do you keepinnovating and create a culture that fosters innovation.

The InformationPayments Innovation SummitDate:Location:Venue:Room Block:June 11 & 12, 2015San FranciscoHyatt r/2586/landingRegistration PricingSilver PassGold PassDiamond Pass 1395 1695 1895Access to all sessions &networking events7 days access to presentations from thesummit via ieOnDemandAccess to all sessions, networkingevents & unlimited access topresentations from the summit viaieOnDemandAccess to all sessions, networkingevents, annual subscription to all contenton the CFO & Finance channels viaieOnDemand 1195 1495 1695Early Bird Price(before April 17)Early Bird Price(before April 17)Early Bird Price(before April 17)1 Day PassOn-Demand Pass 595 600Full access to the sessions to yourchosen day of the summit, 7 daysaccess to presentations from the summitvia ieOnDemandUnlimited access to presentationsfrom the summit via ieOnDemand,including presentations, interviews & theability to contact speakers7 dayonline access toevent materialsUnlimitedaccess toieOnDemandGroup Discount Offers3 Silver Passes:5 Silver Passes:3 Gold Passes:5 Gold Passes:3 Diamond Passes:5 Diamond Passes: 2100 ( 700 per attendee) 3250 ( 650 per attendee) 2700 ( 900 per attendee) 4250 ( 850 per attendee) 3300 ( 1100 per attendee) 5250 ( 1050 per attendee)For larger groups or special requests contactSean by calling 1 415 692 5514 or emailsforeman@theiegroup.com* Team discounts are applicable at the point ofregistration only.Ways to Register 1 415 692 5514 1 323 446 7673Click Here to RegisterF TI L

Registration FormPayments Innovation SummitJune 11 & 12, 2015 Hyatt Regency San FranciscoFor registration or more information on the program, please call Sean on 1 415 692 5514, or fax this registration formto 1 323 446 76731. Delegate Information.NAME OF EACH ATTENDEETITLE OF EACH PROVINCEZIP/POSTAL CODEEMAIL OF EACH ATTENDEECOUNTRYBUSINESS PHONE NUMBER2. Pass Types.Early Bird Pass Options until April, 17, 2015Group Discount Pass OptionsEarly Bird Silver: 1195Attendees3 Silver Passes 2100 ( 700 per attendee)Early Bird Gold: 1495Attendees5 Silver Passes 3250 ( 650 per attendee)Early Bird Diamond: 1695Attendees3 Gold Passes 2700 ( 900 per attendee)5 Gold Passes 4250 ( 850 per attendee)Regular Pass Options after April, 17, 2015Silver Pass: 1395AttendeesGold Pass: 1695AttendeesDiamond Pass: 1895Attendees3 Diamond Passes 3300 ( 1100 per attendee)5 Diamond Passes 5250 ( 1050 per attendee)For larger groups or special requests contact Sean by calling 1 415692 5514 or email sforeman@theiegroup.com Group passes onlyavailable when all participants register together.Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & unlimited access to ieOnDemandDiamond Pass: Access to all sessions, networking events, annual subscription to all content on the Innovation channel viaieOnDemand3. Payment Options.Check (Make checks payable to The Innovation Enterprise Ltd)VisaMastercardCARD NUMBERAmerican ExpressEXPIRATION DATEInvoice meDiners ClubDiscoverSECURITY NO.CARDHOLDERS NAMECARDHOLDER’S SIGNATUREBILLING ADDRESSINDUSTRYPrices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the originalpurchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur anincrease in registration fee for the remaining group participants. Cancellations before May 4, 2015 incur an administrative charge of 50%. Ifyou cancel your registration after May 4, 2015 you will be charged the full fee. You must notify The Innovation Enterprise in writing of acancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice.NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

ScheduleıDay OneJune 1108.30Session One 08.30 - 10.0010.00Coffee Break 10.00 - 10.3010.30Session Two 10.30 - 12.0012.00Lunch 12.00 - 13.3013.30Session Three 13.30 - 15.0015.00Coffee Break 15.00 - 15.3015.30Session Four 15.30 - 17.0017.00Networking Drinks 17.00 - 19.0019.00Day TwoJune 1208.30Session Five 08.30 - 10.0010.00Coffee Break 10.00 - 10.3010.30Session Six 10.30 - 12.0012.00Lunch 12.00 - 13.3013.30Session Seven 13.30 - 15.0015.0015.30Coffee Break 15.00 - 15.30Session Eight 15.30 - 17.0017.00

SponsorsBronze SponsorPrevious SponsorPrevious ExhibitorFor sponsorship information contact Andrew at: ataylor@theiegroup.com

ie.2015 CalendarAprilAprilOpen Innovation Summit LondonOpen Innovation Summit LondonMayExpected AttendeesExpectedAttendees200 200 100 100 May200 200 JuneJunePayments Innovation Summit San Francisco100 100 150 100 Payments Innovation Summit San FranciscoSeptemberSeptember150 150 OctoberProduct Innovation Summit BostonCorporateOctober Venturing Summit San Francisco100 100 100 100 100 150 150 100 100 150 Corporate Venturing Summmit San FranciscoIP Strategy Innovation Summit BostonIP BostonOpen Innovation Summit BostonNovember150 November150 150 100 Web Innovation Summit BeijingWeb Innovation Summit BeijingDecember100 December350 350 DateApril 29Date& 30, 2015April30&May1, 20152015April 29 & 30,April 30 & May 1, 2015May 20 & 21, 2015May 21 & 22, 2015June 10 & 11, 2015June 11 & 12, 2015June 17 & 18, 2015June 17 & 18, r 24 & 25, 2015October 21 & 22, er2121&&22,22,20152015October22&23,2015October 28 & 29, 2015OctoberOctober2828&&29,29,20152015October 28 & 29, 2015November 11 & 12, 2015November 11 & 12, 2015November 27 & 28, 2015November 25 & 26, 2015December 2 & 3, 2015December 2 & 3, 2015RHigh TechCXOSponsorshipOpportunitiesGiles Godwin-Brownggb@theiegroup.com 1 (415) 692 5498 US 44 (207) 193 0386 UKIPDelegateInvitationsSean Foremansforeman@theiegroup.com 1 (415) 692 5514 US 44 (207) 193 1655 UK

Payments Payments Innovation Summit is a unique platform for corporate practitioners to exchange practical solutions for optimizing your payments operations. Network with peers and discuss B2B e-payments, cards, global payments, fraud protection, the "ins and outs" of ACH rules and much more. Topics covered are from the corporate perspective .