CPI Global Summit 2018 - Program


Program

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Tuesday 16 October 2O18

• Melissa Buono-Sefic, Head of Commercial Payments International
• Nicki Bisgaard, Group Head, PayTech Group

It’s a tough thing to admit, but banks and other financial services need to dedicate more time discovering what the needs of their corporate clients. Given the complex nature of their businesses, the need for ERP systems integration, the level and detail of data analytics that are useful to the business, all create challenging circumstances to address. Find out how commercial issuers can better understand the specific ways they can ease the burdens of their clients and create meaningful products and services, as well as how they make payment-based decisions and how the industry can make payments more effective for them.

In South and Southeast Asia, small business is the engine of growth and vitality; the U.S. middle market is another specific market segment, also often seen as underserved. Various industry verticals from healthcare to logistics to the public sector have different payment flows and various value propositions, enabling providers to add value in specific ways. FinTechs recognize this, specializing in specific industry sectors. Hear an expert panel share their views about the regions, the market segments, and the industry verticals that are providing the greatest opportunities for growth. Identify the sources of current and potential payment volume.

• Gonca Latif-Schmitt, Managing Director, Global Commercial Card Business Head, Treasury & Trade Services, Citi
• James Anderson, EVP, Commercial Payments, Mastercard

Attendees choose a topic areas of interest and join their cohorts to tackle challenges, share war stories and learn from one another’s experiences. Each group will be led by a moderator to help facilitate the discussion, and at the end of the roundtable discussions, moderators share key takeaways from their groups with the entire audience.

Understanding FinTechs and the markets they serve

Developing an integrated payables approach
• Alex Mifsud, Founder & Chief Strategy Officer, Ixaris
• Andrew Auden, Product Director, Ixaris
Growing the virtual card business

New developments in travel and expense management

Supplier & buyer engagement

Moderators from the roundtables come to the stage and share with the audience the key takeaways from the group discussion.

As individuals become more accustomed to on-demand, real-time services at their fingertips, especially when booking travel, the past few years has seen the transformation of the T&E sector. It has embraced virtual card technology, is utilizing A.I. and machine learning, and overall expanding its automated services. How is this sector likely to continue to evolve? How are issuers taking advantage of this? And what lessons from the consumer digital experience can be applied to the corporate experience?

• Greg Thompson, Head of Financial Partner Development, Conferma
• Linda Weston, Product Management Director, Barclaycard Commercial Payments

For years, industry efforts have largely been focused on engaging suppliers and alleviating their pain points in order to grow card adoption. But missing from the conversation have been the needs of the buyer. Both A/P and A/R functions can be stymied by manual functions and the need to manage cash flow and working capital issues. What are various stakeholders in the commercial payments value chain doing to solve for these specific needs and what specific opportunities arise, especially as FinTechs move in to fill some of those niches?

• Cindy O'Neill, President, Commercial Payments Division, Priority Holdings
• Martha Salinas, SVP, Americas and Global Accounts, MSTS

This presentation covers key data points and examines of the current and likely path of global commercial interchange. What is the trend in commercial card interchange pricing, and what are the implications for the issuing business? How can commercial cards can compete and be more relevant in a world of evolving payment technologies.

• Chris Holmes, SVP, KAE Consulting

As B2B card usage grows, the current pricing constructs are becoming antiquated and unnecessarily complicated, creating a friction point for adoption. Industry stakeholders are being pressured to adapt to the needs of today’s commercial trading partners, and in the new world order of automation and straight-through processing, the simplification and right-sizing of pricing models may prove to be a major value proposition for today’s buyer/supplier relationships. Hear about alternative approaches and rethinking pricing models.

• Dean Leavitt, Chairman & CEO, Boost Payment Solutions
• Seth Goodman, Director, North American Product Head, Citi Commercial Cards

Among bank card issuers today, the question increasingly is are cards really always the solution? How are faster and real-time/instant payments a better fit for some uses, while cards are the ideal solution for others, and what are those scenarios? Is one payment type really competing with others providers alternate payments, or are there opportunities to work together? And what are the cutting edge solutions — like the distributed ledger — that will continue to emerge?

• Alex Mifsud, Founder & Chief Strategy Officer, Ixaris
• Jeff Feuerstein, SVP, Large Market Products and Platform Product Management, Mastercard
• Nicole Schrader Tackett, Head of Strategy and Specialized Industries, U.S. Bank

The past few years in the EU and UK has witnessed a spate of regulations and policies, impacting corporates, financial services institutions, and specifically payments: PSD2; reporting on payment practices just a few among them, not to mention commercial potential interchange regulation. Could the U.S. move toward this direction? And what are the specific new rules in the US — like beneficial ownership guidelines — that are on the horizon? But given the current political administration, could the U.S. also see the impact of loosening of regulations among banks. Meanwhile in Asia, the sandbox models supporting the development of FinTechs could also provide an interesting model for the rest of the world. Hear the most relevant regulatory issues around the world that industry influencers should take note of.

• John Casanova, Partner, Sidley Austin
• Joel Feinberg, Partner, Sidley Austin
Wednesday 17 October 2O18

In China, digital natives are so accustomed to cashless, mobile enabled transactions, many don’t carry cash. eCommerce is the way millions of consumers buy and receive goods. And millions more business owners have only an online storefront. What can the rest of the world learn from the vast size and scope of Chinese eCommerce giants and their reach into nearly every aspect of financial services and payments applications?

Five back-to-back quickfire presentations from commercial payments FinTechs demonstrate how they are collaborating with financial intuitions, solving problems for customers, and simplifying client processes. This year, CPI will showcase examples of:

• A.I./Machine Learning
• AP Automation
• Blockchain
• Cross border payments
• eCommerce
• Payouts/Disbursements

eMoney licenses, “banking light” licenses and bank charter applications are allowing FinTechs to expand their reach into areas that were once the sole territory of traditional banks. What impact will this have on a bank’s payments business? What do these applications enable FinTechs to do, once they do obtain them? And which FinTechs are currently taking advantage of these new positions, and which ones are likely to move in this direction?

What investors see as potential successful investments could be the next big thing in payments. What are the categories of fintechs they are watching, and what types of technologies do they see as potentially breakthrough? What criteria do they use when evaluating FinTechs? And how will this impact traditional banking services moving forward?

• Timothy Willi, Managing Director and Senior Analyst, Wells Fargo Securities