Payments Innovation Summit

Revolutionizing Your Payment OperationsJune 11 & 12, 2015

Hyatt RegencySan Francisco

Past Delegates• Director, Mobile Payments- Xerox

• Senior Director, Payments - Apple

• Vice President, Payment Innoavtion- Google

• Senior Director, Data - Citi Group

• Director, e-Commerce- eBay

• Vice President, Data - PayPal

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with key decision makers and thought leaders in the market. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

Confirmed Speakers

Confirmed Speakers

• Global Head of Online Banking Citibank• SVP, Mobile Barclays• API Product Manager, AT&T• SVP, Emerging Payments, MasterCard• Head of Global Payments, Dropbox• Head of Payments, LinkedIn• Head of Payments, TD Bank• Global Payments Lead, Netflix• Chief Innovation Officer, DBS Bank• SVP, Product Strategies, City National

Bank

• SVP, Digital Payments, Wells Fargo• Head of Global Payments, Wells Fargo• Chief Risk Officer, Cashstar• Payments Lead, Hotel Tonight• VP, Banking Solutions, MoneyGram• Head of Payments, Indiegogo• Payments Lead, Hotel Tonight• Chief Security Architect, NVIDA• VP, Payments, American Bankers

Association• Director, Digital Banking, Capital One

F TI L

1

Daniel Cohen is Senior Vice President, Emerging Payments for MasterCard Latin America and Caribbean. In this role, he is responsible for leading the development and commercialization of innovative payment solutions that can be used at the check-out counter, via the web, mobile phone, tablet, and beyond. Previously, Mr. Cohen headed MasterCard’s operations in Israel as Country Manager. He was responsible for opening MasterCard’s first office in the country and expanding the company’s local payments footprint.    During his time as Country Manager, he led the commercialization of breakthrough innovative payment solutions in the electronic and mobile commerce space.  Mr. Cohen holds a Bachelor of Arts degree from The University of Wisconsin-Madison and a Master’s degree from Columbia University in New York. He is currently based in Miami and speaks English, Hebrew and Spanish fluently. 

Defining the Customer Value Proposition at the Branch -- Integrating Your Card Portfolio Within Retail Banking

• Traditional approaches to customer value proposition development

• Do’s and Don'ts of defining a new/enhanced customer value proposition

• Communicating a winning value proposition via branches

Daniel CohenSVP & Group Head, Emerging 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 and are based on an emerging trends & challenges.The audience is composed pr imari ly of senior and

management-level corporate practitioners that work provide leadership on critical payments issues.

Topics of interest, include:

- Mobile Payments- Interchange- Digital Currency- Global Payments- Fraud Protection

About The Summit

Confirmed Speakers

Neal Cross is Managing Director and Chief Innovation Officer of DBS Bank and a strong advocate for innovation thinking and culture. Cross is driving the bank’s innovation agenda regionally, as DBS moves to shape the future of banking, to enhance customer experience and better engage customers in the digital landscape. Cross has more than 20 years’ experience in technology, innovation and financial services. Working with internal stakeholders and external collaborators, he charts the innovation roadmap for DBS to enhance customer experience and better engage the bank’s customers in the digital landscape.

An industry case study on how a rapidly expanding ecommerce organization has updated its payments

Neal CrossChief Innovation OfficerDBS Bank

T h e P a y m e n t P y r a m i d - P r o d u c t , Procurement and Perception and how Corporate Strategy is the foundation of a successful Payment system

Speaker Information

Robert Schlaff is Global Product Manager for CitiDirect BE Online Banking and CitiConnect Host-to-Host Solutions. His mandate is to provide the best connectivity solutions for cash management professionals. His current focus is on Citi’s upgrade to the client centric CitiDirect BE platform. Previous to this role he served as Director of Mobile Solutions and Vice President of Strategy and New Product Development in Citi’s Consumer banking division. Previously, he was a Management Consultant at Booz & Co. Robert has a BS in Computer Science from Yale University and an MBA from NYU.

Robert SchlaffGlobal Product ManagerCiti

The Future of B2B Online Banking: The Rise o f M a c h i n e s a n d t h e T r e a s u r y Professional’s Role in the New World Order

In the past few decades, these machines (computers) have been transforming the finance industry. Many key finance tasks (bookkeeping, check writing, etc.) have already been replaced by computers. This trend continues through the automation of cash operations through host to host connections. As computers continue to do more work, the role of the Treasury professional will become more strategic. In this talk, I will take you through Citi’s connectivity strategy, highlighting the key trends driving this strategy and how we are building our products to take advantage of what’s happening in the market.

Imran HaiderSVP, Head of Digital PaymentsWells Fargo

Business leader for Wells Fargo’s digital payment services (consumer, small business and wealth clients). Responsible for market strategy, customer experience, product development, marketing, sales, operations and servicing.

How to Improve Your Payments Data

Payments are not just about moving value anymore. Information about the payment and information contained in the payment are becoming increasingly important. Automation of business processes in ERP, Treasury and Risk Platforms as well as Big Data applications depend on the availability of consistent data. This session will explore the current state of payments and remittance data and how these have been addressed in different payment systems as well as the current industry discussion to improve payment transparency to meet regulatory as well as end to end automation needs in the payment chain.

Dan Caputo, VP Global Treasury Solutions at AscendantFX Capital Inc, is responsible for managing relationships with Corporations and Financial Institutions that require cross border services. AscendantFX transacts more than $1.5 billion annually on behalf of its clients.

Dan has over 20 years of foreign exchange payment experience. At AscendantFX since 2001, Director of Payment Solutions at Western Union Business Solutions for 9 years and as an Account Manager at Thomas Cook Currency Services for 10 years.

The Changing Ecosystem of Global Payments

The traditional world of cross border payments is rapidly evolving as regulatory change affects the landscape in various countries and more consistent best practices are adopted globally. Financial institutions have more competition now than ever before as viable alternatives continue to emerge. Globalization and the shift from paper to electronic payments are factors driving increased demand for global payments, which at the same time is creating more international standards and regulations.

Session participants gain insight into options for executing global payments, making them faster, better and cheaper.

Vince HruskaSVP, Product StrategiesCity National Bank

Speaker Information

Mayank Mishra is responsible for leading Digitization, Client Experience and Productivity initiatives for Treasury and Trade Solutions across the global footprint of 95+ countries through the use of Industry leading Digital platforms. In this role Mayank Mishra and his team works with the clients to drive Strategy, Execution and commercialization of CitiDirect BE, Citi’s award winning Online Banking platform. Mayank priorities include enhanced overall experience through creation of industry leading Online Banking and Connectivity capabilities.

Mayank MishraMD, Global Head Online BankingCiti

Building a Global Rail for Payments

In the past few decades, these machines (computers) have been transforming the finance industry. Many key finance tasks (bookkeeping, check writing, etc.) have already been replaced by computers. This trend continues through the automation of cash operations through host to host connections. As computers continue to do more work, the role of the Treasury professional will become more strategic. In this talk, I will take you through Citi’s connectivity strategy, highlighting the key trends driving this strategy and how we are building our products to take advantage of what’s happening in the market.

John ZazzeraHead of Payment OperationsTD Bank

Hands on accomplished senior operations and technology executive with 25+ years domestic and international experience. Specialized in developing, servicing, growing businesses in alternative asset servicing, commercial, consumer, investment and insurance products. Distinction through various senior positions within leading banking and financial services institutions each with greater responsibility and importance. Demonstrated turnaround specialist providing leadership with corporate governance while working closely with staff, partners and Global Board of Directors.

Innovative Mobile Payments: Fact vs. Fiction

Innovative mobile payment features such as debit card management, person to person payments , picture bill pay and other money movement services are making their way into mainstream consumer banking with growing adoption numbers. This session will uncover the truth about what is available today, what the future holds for mobile payments and how   behavioral-based analytics can drive even further innovation.

Moin   leads the product development team for the payments platform at Microsoft. Setting direction, partnering with internal teams, stake holders & external providers to build and run the platform that processes multi-billion dollars in transaction volumes. 

Challenges of Reaching Global Customer Base

As startups start to grow from growth mode to monetization mode, reaching global customer base becomes even more critical. However unlike US, developing, developing and growing countries have a very different commerce and payment landscape. So this session will cover how do you navigate the tricky requirements, regulations and reach the customers.

Moin MoinuddinHead of Global PaymentsDropbox

Speaker Information

Raghavendra is responsible for transformation of web functionality by turning consumer and technology insights into functionality and user experiences that create a competitive advantage by consistently delivering industry awarded best in class Internet\Mobile Banking & self service phone banking systems (IVR) offerings to our customers. 

Raghavendra BhatDirector, Digital BankingCapital One

Innovation Challenge

In an ever changing world, the rate of change and growth has opened many possibilities for enterprises to bring out the best for their customers. So how do you keep innovating and create a culture that fosters innovation.

Vineet MathurHead of PaymentsIndiegogo

Vineet Mathur has over 15 years of leadership experience managing the creation of innovative web based products, primarily in payments industry. At Indiegogo, Vineet heads Payments Products and is busy developing a streamlined payin and payout solution for the marketplace clients. Vineet also manages the solutions for the revenue and finance teams. Prior to joining Indiegogo, Vineet worked at BancBox Inc. as VP of Product Mktg. and led the development of a pioneering payments and escrow solution for the equity/debt based Crowdfunding industry. Vineet has also worked at Visa Inc. as a Sr. Director managing the Disputes portfolio. 

Payments for Crowdfunding

This presentation will cover the intricacies involved in building an innovative payment system to accept and disburse funds across the globe in a compliant and trustworthy manner. At a high level, it will cover the details of crowdfunding industry, the role Indiegogo plays in it and how Indiegogo’s payments system facilitates seamless fundraising. It will also touch on topics such as mobile payments and the role mobile plays in fundraising.

Rachel Wasko is currently the Payments Lead at Hotel Tonight.   She is responsible for creating a global payments strategy for the last-minute hotel booking app.   Rachel works closely with the product and engineering teams to optimize payment conversion.  She manages payment partnerships including customer payments and hotel payouts.   Before Hotel Tonight, Rachel worked in the hospitality industry and has firsthand experience of how hotels manage and operate.   She holds a Bachelor's degree from University of California - Berkeley.

Building a Payment Strategy in the Start-Up Landscape

Rachel will discuss the unique payment challenges that start-ups face with limited engineering resources.   Explain how to use 3rd party vendors to get results.   She will also discuss how Hotel Tonight use data to drive decision making when it comes to payment optimization.   Also will discuss a couple of projects that I have been working on to improve acceptance rates:  BIN analysis, improving the payment flow - adding the luhn algorithm. 

Rachel WaskoPayments LeadHotelTonight

The Information

Registration Pricing

Payments Innovation Summit Date: June 11 & 12, 2015 Location: San FranciscoVenue: Hyatt RegencyRoom Block: https://aws.passkey.com/event/13779182/owner/2586/landing

F TI L

Ways to Register+1 415 692 5514 +1 323 446 7673 Click Here to Register

Group Discount Offers3 Silver Passes: $2100 ($700 per attendee)5 Silver Passes: $3250 ($650 per attendee)3 Gold Passes: $2700 ($900 per attendee)5 Gold Passes: $4250 ($850 per attendee)3 Diamond Passes: $3300 ($1100 per attendee)5 Diamond Passes: $5250 ($1050 per attendee)

For larger groups or special requests contact Sean by calling +1 415 692 5514 or email sforeman@theiegroup.com* Team discounts are applicable at the point of registration only.

Silver Pass

$1395Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1195Early Bird Price(before April 17)

Diamond Pass

$1895Access to all sessions, networking

events, annual subscription to all content on the CFO & Finance channels via

ieOnDemand

$1695Early Bird Price(before April 17)

Gold Pass

$1695Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1495Early Bird Price(before April 17)

1 Day Pass

$595Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand Pass

$600Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until April, 17, 2015

Early Bird Silver: $1195 Attendees ____ Early Bird Gold: $1495 Attendees ____ Early Bird Diamond: $1695 Attendees ____

Regular Pass Options after April, 17, 2015 Silver Pass: $1395 Attendees ____ Gold Pass: $1695 Attendees ____ Diamond Pass: $1895 Attendees ____

Group Discount Pass Options 3 Silver Passes $2100 ($700 per attendee) 5 Silver Passes $3250 ($650 per attendee) 3 Gold Passes $2700 ($900 per attendee) 5 Gold Passes $4250 ($850 per attendee) 3 Diamond Passes $3300 ($1100 per attendee) 5 Diamond Passes $5250 ($1050 per attendee)

For larger groups or special requests contact Sean by calling +1 415 692 5514 or email sforeman@theiegroup.com Group passes only available 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 via ieOnDemand

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before May 4, 2015 incur an administrative charge of 50%. If you cancel your registration after May 4, 2015 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, 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.

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 form to +1 323 446 7673

3. Payment Options...

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Schedule

Networking Drinks 17.00 - 19.00

June 12

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

June 11Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

Sponsors

Previous Sponsor Previous Exhibitor

Bronze Sponsor

For sponsorship information contact Andrew at: ataylor@theiegroup.com

2015 Calendar

CXO High Tech IP

R

ie.

April Expected Attendees Date200+ April 29 & 30, 2015

Open Innovation Summit London 100+ April 29 & 30, 2015May

200+ May 20 & 21, 2015JunePayments Innovation Summit San Francisco 100+ June 10 & 11, 2015

150+ June 17 & 18, 2015September

150+ September 16 & 17, 2015OctoberCorporate Venturing Summit San Francisco 100+ October 21 & 22, 2015

100+ October 21 & 22, 2015150+ October 21 & 22, 2015

IP Strategy Innovation Summit Boston 100+ October 28 & 29, 2015Open Innovation Summit Boston 150+ October 28 & 29, 2015November

150+ November 11 & 12, 2015Web Innovation Summit Beijing 100+ November 27 & 28, 2015December

350+ December 2 & 3, 2015

SponsorshipOpportunities

Giles Godwin-Brownggb@theiegroup.com

+1 (415) 692 5498 US+44 (207) 193 0386 UK

Delegate Invitations

Sean Foremansforeman@theiegroup.com

+1 (415) 692 5514 US+44 (207) 193 1655 UK

April Expected Attendees Date200+ April 30 & May 1, 2015

Open Innovation Summit London 100+ April 30 & May 1, 2015May

200+ May 21 & 22, 2015JunePayments Innovation Summit San Francisco 100+ June 11 & 12, 2015

100+ June 17 & 18, 2015September

150+ September 15 & 16, 2015Product Innovation Summit Boston 100+ September 24 & 25, 2015OctoberCorporate Venturing Summmit San Francisco 100+ October 15 & 16, 2015

100+ October 21 & 22, 2015150+ October 22 & 23, 2015

IP Strategy Innovation Summit Boston 100+ October 28 & 29, 2015Open Innovation Summit Boston 150+ October 28 & 29, 2015November

150+ November 11 & 12, 2015Web Innovation Summit Beijing 100+ November 25 & 26, 2015December

350+ December 2 & 3, 2015