Meet - IIR USA

Transcription

Meet - IIR USA

Co-located with
We helped build the
prepaid industry.
Formerly
Expanded universe. More meetings. New partnerships. New business.
What’s new
Now, we’re
building the
next generation
of payments
partnerships.
March 3-5, 2014
The Mirage • Las Vegas
Payments are complicated. APEX makes it simple.
OneClick
Payment
E-commerce
Automation
ren
s
Banking
3.0
THE NEW
ECOSYSTEM
Innovation
l
ode
Payment
gateway
M
ess
in
Bus
B2C
Merchants &
Omnichannel
Retail
t
en
m
ron
vi
s
Acces
En
Emerging
Payments
ss
us
s
hip
Security
pers
Sha
B2B2C
Find the people you need to get business done.
1 in 4 attendees from the C-Suite.
2,000 relevent attendees in 2014.
300 merchants in attendance.
Insights from
s
ner
User Foc
t
Par
FrontEnd
MCommerce
stry
Indu
Virtual
Payments
Technology
You can book
meetings with all
of these players.
Check out page
3 for our new
meeting technology.
Acce
B2B
ess
Busin el
Mod
B2G
Decision-Makers
and End Buyers
MSBs
Bus
Mo iness
del
PFM
For New and Existing Business
Meet
Prepaid
Bus
in
Mod ess
el
Mobile
GUARANTEED ROI
Getting business done is even easier at Apex. Our
new partneringONE® platform helps you find, vet
and connect with attendees that are important to
build your business.
Alternative
Financial
Services
Data
FinTech
ent
agem
Man
eur
Gift Cards
Carrier
Billing
Wallets
gy
rep
Acceptance
Clo
Cur sed-l
ren oop
cie
s
Ent
nt
e
Enablem
ECommerce
Techno
lo
New
Tender
Open
APIs
Industry Insiders
Get fresh insight into the topics impacting your
business, including mobile-retail partnerships,
regulations, APIs, data analytics and interchange.
Policy
Makers
The face time to meet buyers and grow business.
Gold Sponsors
www.AllPaymentsExpo.com
Pages:
4Meeting Technology
6Agenda at a Glance
6Speakers
8Networking
Opportunities
9Detailed Agenda
Notes from the Director
As technology breakthroughs emerge at a dizzying pace, the pressure to invest wisely
is on. Merchants, banks, payments providers and brand new companies are all racing
to ignite payments across a variety of devices and technologies. What’s at stake?
Missing out on capitlizaing on a category winner —
and lagging behind competitors.
The risk of holding back
is too great to ignore
12Paybefore Awards
To stay relevant to consumers, the future of payments relies on the convergence of
companies and industries that have historically been siloed and separate.
16Attendees
Enter All Payments Expo
20Sponsors & Exhibitors
21Exhibit Hall Map
& Hours
23Registration Details
With thousands of attendees convening annually, this is where merchants begin
formulating holiday strategies, where newcomers find the partners to turn their
concepts into reality and where the entire industry hears the insights that indicate the
future of an industry that is poised for a massive shift in business models.
The program is strategically focused on bringing together the stakeholders and new
partners you need to innovate your technology, maximize your connection with retail
customers or capture the opportunities that are being uncovered as traditional banking
evolves into something more than just a bank account.
Connect with
a Growing
Community of
Payments Players
@AllPaymentsExpo
followers
#AllPaymentsExpo
All Payments Expo
9,000+
This is the only payments event powered by partneringONE®, which gains you access
to 360-degree personal profiles of the companies and individuals in attendance. You’ll
arrive with a personalized itinerary with meetings in rooms we’ve reserved for you – at
no additional cost. (See page 4 for more information.)
The APEX agenda has been curated to stimulate cross-company and cross-functional
conversations in Immersion Labs (see page 11). Attendees will be creating new
connections – and collaborating toward the new payments ecosystem – while
attending.
2
home to several
industry association
meetings. If you’re
a member of an
industry association,
contact us to host
a meeting in one of
our complimentary
spaces and secure
a discount for your
members.
More than 3,000 meetings happen at APEX every year, fueling the kinetic growth and
partnerships that will build the future of your business – and the payments industry at
large.
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Payme ogies
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✔Pr Alternat s
✔
ice
Serv
www.AllPaymentsExpoBlog.com
monthly readers
PS: APEX is
This is where business gets done
Members
2,000+
Diana Middleton
Global Payments
Director
All Payments Expo
tegic
Stra s
u
foc
Thousands
of meetings
More than a conference
Where business gets done
Call: 1.888.670.8200 Int’l +1.941.554.3500 • Email: [email protected]
© 2013 Institute for International Research, Inc. All rights reserved
2,000+
Your payments marketplace
I look forward to
seeing you in
Las Vegas.
Where Payments partnerships get started
Meet Face-to-Face with Global Executives to Identify and
Enter Strategic Relationships.
Emerging Payments
Carrier
Billing
Automation
The New look of Technology: The consumer’s path to purchase is paved
with technology, re-shaping the payments paradigm in both retail and banking.
Wallets
Mobile
Hear from the technology gurus who are blazing trails in:
Virtual
Payments
Emerging
Payments
Security
✔ The ignition of devices between the
consumer and POS, and everything
in between
✔ Brokering new relationships to
track online and mobile activity with
concrete offline behaviors
✔ Monetizing mobile transactions, from ✔ Incentivizing consumers to adopt new
money transfers to P2P to geo-based
technologies with mobile acceptance
offers
and reinvented UIs
✔ Disintermediate incumbent players in
the transaction flow
Open
APIs
Welcome to the future of
money movement.
Front-End
New
Tender
B2B2C
Alternative
Financial
Services &
Prepaid
Policy
Makers
MSBs
MCommerce
ECommerce
OneClick
Payment
B2B
FinTech
Alternative Financial Services & Prepaid
Banking, remodeled: As traditional banks become more risk averse, the
number of new players challenging incumbents has swelled.
Banking
3.0
PFM
B2C
Merchants,
Omnichannel
Retail &
Gifting
B2G
Hear FIs, FinTech and MSBs firms who are brokering partnerships discuss:
✔ How to prepare for a financial model
that’s less dependent on interchange
revenue
✔ How big data is creating new lending
✔ New advancements in PFM, branchand credit scoring platforms, and
possible partnership opportunities
less banking and mobile wallets that
with payments providers
diversify your product offerings and
target market
✔ The mainstreaming of the “underserved” customer
money management.
Merchants, Omnichannel Retail & Gifting
The new holy grail in retail: Master a strategy that dovetails customer loyalty,
engagement, product discovery and trustworthy transactions in a holistic discussion. Merchants
and technologies that are transforming the shopping experience will discuss:
✔ Providing a convenient and secure way to
pay
✔ Leveraging the mobile environment
for in-store engagement and real-time
communication
✔ Converting consumers from one screen to
two
✔ Reaping insights from every channel to
deliver more relevant messaging and
engagement
✔ Linking loyalty with currency to drive down
the cost of transactions and enrich the
consumer experience
✔ Real time access to consumer
✔ Showrooming as an opportunity, not a threat
consumer interaction.
Out
Check eting
e
New M logy.
o
Techn
3
On
l
Pay y at
A
Exp ment ll
s
o
MULTIPLY YOUR MEETINGS &
FIND
NEW
CLIENTS
AND
PARTNERS
Apex Makes It Simple. Now You Can Find Everyone.
Every attendee will have complimentary access to the partneringONE® platform, a technology that
optimizes your on-site meeting schedule and maximizes your team’s time.
Request Meetings
ROI:
with Relevant Attendees:
Unlock
Four weeks before the event, you’ll have
access to in-depth profiles of speakers and
fellow attendees, so you can search for
potential partners before you even arrive.
When someone matches your criteria,
request a meeting – you’ll know the moment
it’s accepted.
More than 3,000 on-site meetings will
take place. Attendees can schedule
an average of 10 meetings per day
using the partneringONE® meeting
technology.
No Headaches
w ith Sc h e d u l i n g:
Our back-office algorithm cross-checks
your availability with your potential partner
and schedules all mututally accepted
meetings accordingly. Never double-book
or exchange dozens of e-mails to schedule
a meeting ever again.
tin
g
Network
Processor
Meeting Space
Free for attendees:
We’ve built 65 private meeting
rooms, and will assign a room for
each of your meetings. You won’t
have to scramble for the last empty
ottoman in the lobby.
Merchant
Bank
Security
Firm
Technology
Company
Financial Institution
App
Developers
Merchants & Banks
M
4
Mobile Commerce
Retailer
ee
Private Meeting Rooms
Technology
Start-Up
Incentive &
Employee
Rewards
Ki
os
ks
Partnering images © EBD GmbH
Program Manager
tin
g
De
sk
M
ee
New business development
opportunities across
the entire payments
ecosystem, including:
Who
attends
A Diverse
Ecosystem
of Payment
Players
41%
29%
● C-Level, Founder
30%
22%
● Retail & Commerce
● Technology Solutions
& Other Services
● Government, Legal &
Healthcare
● EVP, SVP, VP
● Managing Director
0s
● Product Manager
28%
● Payments and
Financial Services
5%
25%
Decision
Makers &
Executives
2%
18%
1,00
of
C
Ann ompan
uall
ies
Pag
e 20 y. See Attend
List
.
on
• Retailers*
• Card Networks
• Mobile
Payments
• Program
Managers
• Telcos
• Wallet and
Mobile App
Developers
• Processors
● Other
• Issuing Banks &
Retail Banks
• Acquirers
• Investment
Bankers/VC
Firms/M&A
• Specialty
Lending &
Credit Scoring
• Engagement
Banking
• Policymakers
• P2P
• Government
Agencies
• PFM
• Healthcare/
Insurance
• Security
& Fraud
Prevention
• Third-Party
Distributors
• Legal Firms
• Outsourcing
Firms
• RCD
• POS Software
and Hardware
• Transportation
• Recruiting Firms
• Compliance
*Includes QSR, Big Box, Specialty, Gas, Drug/Pharmacy, Mall Developers/Management, Hotel & Leisure and
E-Commerce with both National, International & Regional footprints
A PROVEN MEETING-PLACE
FOR THE PAYMENTS INDUSTRY
9-Year
istory gathering
H
the industry:
Meet the partners you need, from card networks and processors to
acquirers and merchants.
1 in 2
Attendees are
VP or higher:
Meet dozens of senior decision makers who can impact your
business goals. 1 in 4 attendees are in the c-suite and 1 in 2 are VP
or higher making every meeting and interaction meaningful.
>3,000
alumni
This event was strategically built to pinpoint the next generation
of prepaid business cases and products. Prepaid is the building
block for new technologies and payment products, and will be
instrumental in the next stage of financial and retail services.
For
closedloop:
Meetings:
All Payments Expo is known as the industry
meeting place for a reason. You’ll get a month’s worth of business
done in just three days, thanks to a new meeting technology, dozens
of available meeting rooms and thousands of attendees to meet.
300+
HOME For
Retailers
in Attendance:
For
open-loop:
Be @
Home
No other payments-focused event boasts the number of merchants
as All Payments Expo, period. Merchants include QSR, Big Box,
Specialty, Gas, Drug/Pharmacy, Mall Developers/Management,
Hotel & Leisure and E-Commerce with both National, International &
Regional footprints.
ain insight into how payments are driving
G
multi-pronged retail strategies across the
brick-and-mortar, mobile and online channels.
Gift cards and loyalty programs are a key
component to this multi-stakeholder strategy, as
payments are increasingly layered with other
assets of your organization.
ou’ll be exposed to new opportunities, including
Y
healthcare payments in the wake of healthcare
reform, increasing sophistication of public sector
payments, and new banking alternatives
challenging the status quo.
he Expo has long been a community of
T
innovators and industry doers. Our speaking
faculty and attendee base will include lots of
new faces, companies and functions to spark
partnership opportunities and creativity to further
support this innovation and take your company
to the next level of growth.
5
AGENDA AT A GLANCE
Speakers Include:
75
6
Sunday March 2, 2014 • PRE-CONFERENCE
5 – 7 p.m.
Registration & Welcome Reception
7 – 10 p.m.
GX@Home Cocktail Reception, Supported by
Monday March 3, 2014 • WORKSHOPS & General Sessions
8:00
Registration Desk Opens
9:00—
12:00
Private Association Meetings
IGCC Meeting starts at 10:00
9:00—
12:00
8:30
Conference Begins
9:00
The Mash-Up: When
Big Meets Start-Up
10:00
Partnership Opportunity Payments
Presentations from cutting
edge entrepreneurs.
Workshops
Easing Your Path into
EMV Integration
Best Practices for
Creating Brand
Advocates Through
Mobile
12:00
RGCA & IGCC Member Lunch & Joint Meeting
1:00
Conference Kick-Off / Exhibit Hall Opening
10:45
Partnering Meetings Kickoff and Refreshments in
Exhibit Hall
11:30
The Bank That Fits in
Your Pocket: Mobile
and Tablet Banking
12:00
Partnership Opportunity Lending
edge entrepreneurs.
1:15
The Future of Interchange, and How Your Business
Model Will Change
2:00
nchained Analytics: The New Lending Landscape,
U
The Rise of Alternative Financial Services and the
Redefining of the Underbanked
2:45
Paybefore Special Award Presentation
3:00
partneringONE® Meetings Begin
12:30
Lunch & Networking in
Exhibit Hall
1:30
Case Study: The Power
of Partnerships in a
Payments Pilot
2:00
Partnership Opportunity Engagement
Banking
edge entrepreneurs.
2:45
4:00
New Players Making Waves in the Fractured Banking
System
4:30
The Innovation Code: Open APIs, the New Standard
in Payments Collaboration
5:00
Partnership Opportunity Security &
Fraud
edge entrepreneurs.
3:15
The Mobile Environment: A Holistic Conversation
Between Retailers
and Consumers
Partnering Meetings and
Refreshments in Exhibit
Hall
4:00
The White Space
Across Wealth
Segments
5:30
New Tender Types: The Payments Evolution
4:30
6:00
Cocktails in the Exhibit Hall
Regulation &
Innovation: Faceto-Face Time with
Regulators
6:00
Cocktails in Exhibit Hall
7:30
Day One Concludes
7:30
Conference Day 1 Ends and Hall Closes
%
Andy O’Dell, Co-Founder, Clutch
Spe NEW
aker
Chris Larsen, CEO, Ripple Labs
s
Ed Labry, Vice Chairman, First Data
Fred Brothers, Executive Vice President, Chief
Innovation Officer, FIS
Steve Ely, CEO, eCredable
Shawn Budde, CRO, ZestFinance
Arjan Schütte, Founder and Managing Partner,
Core Innovation Capital
Marilyn Bochicchio, CEO, Paybefore
Alex Sion, President, Moven
Mike DiLorenzo, VP of Audience Development,
Rue La La
Sharmis Karkal, CFO and Co-Founder, Simple
Jeff Lewis, VP and GM, Financial Services, InComm
Dan Schatt, Former GM of Financial Innovation, PayPal
Sriram Subramanian, Cofounder & CEO, ShoppinPal
David Thompson, EVP, Global Operations and Chief
Information Officer, Western Union
Rob Taylor, Director, Relationship Marketing,
LaQuinta Inns & Suites
Ben Milne, Founder and CEO, Dwolla
Matt Harris, Managing Director, Bain Capital Ventures
Dave Vockell, Affirm, Inc.
Anthony Peculic, Senior Director, Product Management,
ADP
Rory Golod, VP of Business Development, Fancy
Catherine Tabor, CEO, Sparkfly
Caroline Van Sickle, CEO, Primp
Thomas Cornelius, SVP, In-Store Solutions, InComm
Lee Manfred, Principal, First Annapolis
Steve Evans, Senior Business Leader, Visa
Government Prepaid
Loraine DeBonis, Editor-in-Chief, Paybefore
Ellen Golombek, Executive Director, Department of
Labor, Colorado
Jayne Stegemiller, Associate Marketing Manager,
Cracker Barrel
Michael McShea, Vice President, Product Management,
Contact Solutions
Sourav Bhuyan, User Experience Research,
Guitar Center
Chuck Rouse, Founder and Chief Architect,
Card Compliant
Erin Wood, Card Program Director, Subway
Phil Robin, VP of Retail Payments, BB&T Bank
Ajay Mookerjee, Founder, Offshore Analytics
Lauren Saunders, Managing Attorney,
National Consumer Law Center
Jacob DuMez, Payroll Program Manager, CurrenC SF
Cathy Beyda, Counsel, Paul Hastings, LLP
Matt Davies, Executive Director, Gift Card Network
Martha Weaver, Marketing Manager, Travel Tags
Andrew Wilmot, CEO, Gifted2You
John Dwyer, Regional Sales Manager, CPI Card Group
Brian Dunne, President, Incentive Marketing
Association
Mark Roberts, National Accounts, Careington
Dan Schuyler, Director of Exchange Technology,
Leavitt Partners
Philippe Benitez, VP of Business Development, Secure
Transactions, GEMALTO
Greg Thompson, Corporate Incentive Manager, Bass
Pro Shops
Nick Maynard, Director of Innovation, D2D
…and more from MasterCard, American Express,
FinCEN, CFPB, and Vantiv
AGENDA AT A GLANCE
8:30
Breakfast & Networking in the Exhibit Hall
9:00
Immersion Labs, Meetings & Presentations Begin
Immersion Labs
Measuring Your Onlineto-Offline Traction:
Opportunities in Mobile,
POS and Product
Discovery
The Innovations that
Shape Your Public
Sector Payments
Approach
10:30
Morning Networking Break in Exhibit Hall
11:30
Immersion Labs, Meetings & Presentations
Best in Mobile: App
Showcase
1:20
2014 Paybefore Awards
2:00
Exhibit Hall
Innovation Spotlight:
Company Presentations
Immersion Labs
Transparency in
Electronic Payroll: A
Meeting of the Minds
Afternoon Networking Break in Exhibit Hall
4:30
7:00
Schedule
meetings in
Innovation Spotlight:
Company Presentations
Immersion Labs
6:00
partneringONE®
meetings
Exhibit Hall
3:30
Collaboration in Gift
Cards: The Merchant
Perspective
8:50
Welcome Back
9:00
How to Rebuild, Resuscitate or
Rejuvenate “Branch” Banking
9:30
Partnership Opportunity Big Data &
Analytics
10:30
Refreshments in Exhibit Hall
11:00
Big Data and the Lending
Landscape
11:30
Partnership Opportunity Special Credit &
Credit Scoring
Presentations from 6 cutting edge
entrepreneurs.
1:00
Lunch & Networking in Exhibit Hall
2:00
Case Study: New Partnerships
in Collections
2:30
Partnership Opportunity E-Transactions
& Commerce
entrepreneurs.
3:00
How APIs are changing the
landscape for partnerships
3:30
Refreshments in Exhibit Hall
4:30
Partnership Opportunity Brand
Tecnology
Presentations from cutting edge
entrepreneurs.
5:15
The Solution Looking for a
Problem: Mobile Wallets
6:00
Cocktail Reception in Exhibit Hall
Sponsored by
Lunch in Exhibit Hall
2:00
Breakfast and Networking in Exhibit
Hall
entrepreneurs.
Regulatory and
Revenue Strategies:
Maintaining a
Profitable Program
1:00
Payments Partnerships:
How Banks Will Bundle
Payments into OneStop Solutions
partneringONE®
meetings
Schedule
meetings in
Immersion Labs
Omnichannel is the New
Black: Multi-Pronged
Retail Strategies for the
Holidays
8:30
Exhibit Hall
Exhibit Hall
What You Need
to Know: Federal
Regulatory Updates
Best in Mobile: App
Showcase
Cocktail Reception in Exhibit Hall
INDUSTRY NIGHT:
APEX’s Biggest Party at the Mirage Secret Garden
arty
est P
B
e
h
T
!
e Year
of th
Sponsored by
Wednesday, March 5, 2014 • IMMERSION LABS & MEETINGS
8:30
9:00
Breakfast in Exhibit Hall
Immersion Labs & Meetings
Immersion Labs
Ready, Set, Gamification! How Games Transform
Financial Services and Shopping
10:30
11:30
Safeguard Your Business from
Security & Privacy Lapses
partneringONE® meetings
Schedule
meetings in
Networking Break in the Exhibit Hall
Immersion Labs
Super-Charging B2B Sales with Social Media
and Personalization
1:00
Exhibit Hall
Diagnosis Unknown: The Future of the
Underbanked in Healthcare Payments
Exhibit Hall
partneringONE® meetings
Schedule
meetings in
Exhibit Hall Closes & Conference Concludes
7
Highlights
INDUSTRY NIGHT:
NEW INTERACTION
builds DIALOGUE
& S O LU T I O N S
Sponsored by
APEX’S BIGGEST PARTY
Tuesday, March 4 at 7 p.m.
All Payments Expo hosts the biggest bash in payments annually! You’ll be
able to network in a festive, relaxed environment. The lush, vibrant backdrop of
Siegfried and Roy’s Secret Garden and Dolphin Habitat at The Mirage will be the
backdrop to this one-of-a-kind event. A vibrant tropical oasis in the desert, you’ll be
socializing under the stars, where you’ll come face-to-face with white lions, white
tigers, panthers, leopards and a family of bottlenose dolphins amid the towering
palm trees, lush foliage and sparkling waters.
Immersion Labs include think tank-style
discussions to ensure you rub shoulders with the
speaking faculty and fellow attendees. See the
anatomy of the Immersion Labs on page 13.
DEBUT YOUR
Food and beverages will be served, so don’t worry about catching dinner
beforehand – you’ll be able to take full advantage of the mingling opportunities with
the entire industry.
PRODUCT ANNOUNCEMENTS
EXHIBIT HALL
NEW PLATFORM & MAKE
Take advantage of the critical mass of industry insiders
and use APEX as the launching pad for a new initiative,
product or a re-branding. The exhibit hall will be home
to the Best of Mobile Showcase and Company
Spotlight presentations. Contact:
Alex Siegel
646-895-7348
[email protected]
HIGHLIGHTS
Monday
Matthew Middleton
646-616-7604
[email protected]
1:00pm Exhibit Hall Opens
6:00pm Cocktails in the Hall
3:00pm partneringONE Meetings Begin
7:30pm Exhibit Hall Closes
®
Tuesday
8:30am Breakfast in the Hall
1:00pm Strolling-Lunch in the Hall
9:00am partneringONE Meetings Kick-Off
3:30pm PM Break
10:30amAM Break
6:00pm Cocktails in the Hall
®
HOST
INDUSTRY ASSOCIATION
MEETINGS
Wednesday
Executives’ Minds
customer in the virtual space?
What will move consumers
toward mobile adoption:
incentives, acceptance,
or another component?
8
9:00am partneringONE Meetings Start
1:00pm Exhibit Hall Closes
Every state is different:
How will new
Suggested Times for
Private
Dinner
Meetings:
Which of these new players
are the real deal – and how
would a partnership
benefit my company?
accounting rules
impact my program?
How will I manage
cross-channel
integration across a
retail organization with
multiple stakeholders?
Which partner will
strategically position
me to outrun my
competition?
Is my company at risk
for privacy leaks
and stolen data?
What regulations
are coming and what
does this mean for
my business?
Sunday, March 2: 8:00 pm or later
Monday, March 3: 7:30 pm or later
Tuesday, March 4: 9:00pm or later
What will drive
down the
costs of my
What does an
transactions?
look like?
How can I add
bells and whistles
to my products
without encountering
regulatory issues?
interchange-less
business model
What are the partnership
opportunities with
data-driven lending
companies?
A Dozen Things on
conduct a one-on-one
conversation with my
10:30amAM Break
®
All Payments Expo is home to several associations
that take advantage of the critical mass of attendees
to hold board and membership meetings. Participating
associations receive use of our facilities for meetings and
secure discounts for their members. If you are interested in
getting your association involved, contact Simon O’Neill at
[email protected].
What’s the best way for me to
8:30am Breakfast in the Hall
Agenda Overview
Big Questions: GET FACE-TO-FACE
Day 1: Monday, March 3, 2014
Senior Leaders Dissect the
Current Climate
Business model evolution; new industry
competition cropping up overnight; technological
partnerships open to anyone. We’ll bring together
the stakeholders acting on opportunities that pose
big rewards, and we’ll also highlight the concerns
that keep payments executives up at night. These
speakers are not reacting to changes in the
payments ecosystem – they are proactively carving
out their own futures in the new landscape.
Day 2: Tuesday, March 4, 2014
WITH INNOVATION
IMMERSion LABS, TECH DEMOS
AND MEETINGS
Customize your experience at All Payments Expo
by choosing from deep-diving immersion labs that
cut through meaty opportunities, such as multipronged retail strategies for payments innovation
during the holiday season; a deeper look at
electronic payroll standards and the implications
of credit and overdraft. We’ve also built in
technology demonstrations and all-day meetings
powered by partneringONE® to help you find
your next strategic alliance.
Day 3: WEDNESDAY, March 5, 2014
TACKLE ISSUES
WITH FELLOW
STAKEHOLDERS
MAXIMIZING YOUR ROI
This is poised to be one of the most productive
days of All Payments Expo, with enough time
for 6 partneringONE® meetings or 2 deep-dive
sessions focused on gathering stakeholders who
will unravel some of the industry’s stickiest topics,
such as the future of healthcare payments for the
under-banked and uninsured.
Sunday, March 2, 2014 • Pre-Conference
5 p.m. – 7 p.m.
7 p.m. – 10 p.m.
Registration & First Timers Welcome Reception
GX@Home Cocktail Reception
elcome the new faces to APEX, pick up your badge and personalized meeting
W
schedule (for meeting details see partneringONE® information on page 9).
Supported by
Monday, March 3, 2014 • Workshops & Hosted Meetings
9 a.m. – 12 p.m.
Association Meetings (IGCC Meeting starts at 10:00am)
Host a Meeting at All Payments Expo
To host a board meeting, annual meeting or
association meeting, contact Simon O’Neill at
[email protected]
9 a.m. – 12 p.m.
WORKSHOPS
Easing Your Path into EMV Integration
Best Practices for Creating Brand Advocates Through Mobile
More than 1 billion EMV cards have been issued globally – and
driving down fraud rates where it’s been implemented – EMV has
yet to take hold in the U.S., despite the mandates from the heavyhitter card networks.
The burgeoning mobile market continues to create new complexities for merchants,
especially as consumers increasingly use mobile devices to shop and make payment, and
loyalty and gifting capabilities continue to advance.
PANEL: You’ll hear from the experts on the realities of EMV and the
implications of U.S. migration, including: costs of implementation,
how acquirers, merchants and ATM networks can work together to
ease migration and the costs affiliated with not complying.
THINK THANK: This workshop will include a targeted discussion
to answer questions and detail cross-industry plans for integration.
#EMVintegration
Carolyn Balfany, Group Head, U.S. Product Delivery,
MasterCard • Philip Andreae, Director, Field Marketing,
Payment – North America, Oberthur Technologies •
Philippe Benitez, VP of Business Development, Secure Transactions,
GEMALTO
PANEL: As mobile wallets continue to generate buzz, the rate of mobile payments
adoption remains slow. As such, merchants today should be focused on providing
consumers with a unified mobile experience that creates better value for them, such as
one that delivers the most relevant offers including coupons, deals and time-sensitive
offers to drive action.
CASE STUDY: You’ll hear best practices for creating brand advocates through consistent
and relevant experiences across all engagement and buying channels. Providing practical
applications of loyalty and gifting designed to drive mobile payment adoption, they will
explore different strategies merchants can adopt in order to successfully increase brand
awareness, amplify consumer mindshare and engage with customers in real time.
THINK TANK: The workshop will then break into discussion groups.
#Mobile #Omnichannel
Andy O’Dell, Co-Founder, CLUTCH • Retailers to be announced
12 p.m.
RGCA & IGCC Joint Lunch & Meeting
9
Monday, March 3, 2014 • Day One General Session
1:00
4:30
Conference Kick-off
The Innovation Code: Open APIs, the New Standard in Payment
Collaboration and Creativity
Exhibit Hall Opening
1:15
The Future of Interchange, and How Your Business Model
Will Change
In the wake of Reg. II’s new Durbin rules and the flood of new players looking to
disintermediate the transaction flow, the payments industry is on the precipice
of a major change in the way it monetizes transactions. What does a less
interchange-dependent business model look like?
We’ll look at the issue from different strategic angles, including processors who
count those affected as their biggest clients, a card network that’s innovating to
stay several steps ahead of the game and a new venture-backed player that’s
building its own version of the payments rail to disintermediate the system.
The advent of the Open API has opened the creative floodgates for in-app
mash-ups, as well as becoming the new collaboration-centric business model for
start-ups and incumbents alike. How can you approach this kind of technological
integration? How can you scale? How do you get to market faster using this
off-the-shelf access? We’ll get under the hood of this movement with a diverse
group of players to look at a range of customer and use cases.
Dan Schatt, former GM of Financial Innovation, PayPal • Sriram Subramanian,
CEO, ShoppinPal • David Thompson, Executive Vice President Global
Operations & Chief Information Officer, Western Union
What is an
Open
API?
Chris Larsen, CEO, Ripple Labs • Ed Labry, Vice Chairman, First Data •
Fred Brothers, Executive Vice President, Chief Innovation Officer, FIS
n API is an Application Programming Interface. It’s the lifeblood for the
A
next generation of app development that interconnects websites or
applications in a user-friendly way. A payments provider can supply an
Open API to other app developers to ease in-app payments, for example.
Real-world example: If you’ve ever completed a Foursquare-enabled
“check-in” using a non-Foursquare app, you’ve experienced an API.
5:00
2:00
Unchained Analytics: The New Lending Landscape, The Rise
of Alternative Financial Services and the Redefining of the
“Underbanked”
As banks become more risk averse when evaluating DBA and lending customers,
there’s been a flood of customers denied access to traditional banking services –
leading to an influx of new companies looking to service the suddenly mainstream
“under-served” customer. This new category is challenging banks but there are
also partnerships to be brokered, often tapping into similar customer bases.
We’ll look at how data is reshaping how risk is assessed, how collaboration
between data-driven lending and payments could create new opportunities, the
most attractive investments, as well as privacy-related issues that need to be
tackled.
Steve Ely, CEO, eCredable • Shawn Budde, CRO, ZestFinance •
Arjan Schutte, Founder and Managing Partner, CORE Innovation Capital •
Ken Rees, CEO, ThinkFinane
The Mobile Environment: A Holistic Conversation Between Retailers
and Consumers
Chances are, any winning mobile innovation will have to be blessed by the
merchant community to truly take off. Hear how leading retailer are approaching
the mobile environment, and how they’re positioning their different mobile
strategies for the future. We’ll look at how a diverse group of retailers are
approaching the mobile space for e-commerce payments, the myriad wallet
solutions, POS acceptance and ordering ahead.
You’ll hear how mobile has become more than just a payment instrument,
allowing merchants to see showrooming as an opportunity (not a threat);
engaging with customers in real-time, developing VIP experiences and other
evolutions of customer interaction.
Rob Taylor, Director of Relationship Marketing, LaQuinta Inns & Suites •
More Retailers TBA
5:30
Paybefore Special Award Presentation
Presented by Marilyn Bochicchio, CEO, Paybefore and Loraine DeBonis,
Editor-in-Chief, Paybefore
3:00
partneringONE® Meetings Begin – Refreshments
The path to an abandoned purchase is paved with inefficiencies from the
traditional payments community – and the response from entrepreneurs has been
fierce and competitive. With a bouquet of new currencies and payment types
emerging, mash-ups and partnerships abound. The Speakers on this session are
re-writing the rules of money movement and creating new forms of tender that
aren’t on the fringe – they’re taking customers by storm.
Ben Milne, Founder and CEO, Dwolla • Matt Harris, Managing Director,
Bain Capital Ventures • Dave Vockell, Affirm, Inc. • John Berkley,
Senior Vice President, Product, Mercury Payment Systems • Seth
Priebatsch, Chief Ninja, LevelUp
4:00
New Players Making Waves in the Fractured Banking System
With bank branch visits falling and traditional FIs looking for partnerships to
inject their products with much-needed innovation, financial services have been
fractured between incumbents and new players.
Here, we’ll dive into the emerging banking models and examine how these
leading iconoclasts view the banking landscape, how traditional models have
lost relevancy and try to uncover how banks and new entrants will coexist or
potentially partner in this new future. These new models hinge on payments: as a
payments provider you will hear how these players are evaluating technology and
which technologies they are placing their bets on as they expand their customer
base.
6:00
COCkTails
in the Exhibit Hall
7:30
Conference Day 1 Ends and Hall Closes
Alex Sion, President, MOVEN • Shamir Karkal, CFO and Co-Founder, Simple
• Jeff Lewis, VP and GM, Financial Services, InComm • Stefan Happ, General
Manager, U.S. Payment Options, American Express
10
New Tender Types: The Payments Evolution
2:45
Tuesday, March 4, 2014 • Day Two Immersion labs & meetings
Happening today...
Pick the Immersion Labs that are critical for your 2014 business strategy and utilize the remaining time for meetings to maximize your schedule. Three times the value
of a typical session, each Immersion Lab will engage you with layers of detail and interaction with speakers and fellow attendees.
Anatomy of an Immersion Lab
Dive deep into the most pressing and complicated opportunities and challenges while interacting with both
speakers and fellow attendees in a multi-pronged approach.
Expert Panel Discussion:
Hear from innovators and end buyers who are spearheading opportunities and tackling challenges.
Each speaker represents a different link in the value chain, giving you a holistic look at approaching
opportunities from a cross-channel perspective.
Timely Case Study:
You’ll be plunged into real-world examples of executing on an opportunity, with insight from earlymovers and experts that have waded through regulatory issues, technological integrations and other
challenges to craft success in the competitive landscape.
Peer Think Tank Roundtables:
This is your time to engage in intimate roundtable discussions with speakers and fellow attendees to
tackle the issues you face at the office. Think of this as a mini-consultancy. Probe the speakers. Get
insight from your peers. Hear about solutions. You’ll walk away with new contacts and collateral to help
you pinpoint your next steps post-event.
Meetings
Manage Your One-on-One Meetings
Find and meet your next partner, from P2P to PFM,
and everything in between. With partneringONE®,
you will find new partners and meet companies
that fit your criteria for strategic alliances. See
page 4.
Announce New Products &
Partnerships
App Showcase & Innovation Spotlight
Get your year off to a strong start. Position your
platform in front of the largest group of payments
innovators in Q1.
To showcase your company and mobile
prowess contact:
Matthew Middleton: 646-616-7604 or
[email protected]
Alex Siegel: 646-895-7348 or [email protected]
8:30
Breakfast and Networking in the Exhibit Hall
9:00
Immersion Labs, Meetings & Presentations Begin
Exhibit Hall
Immersion Labs
PANEL:
Payments companies are unearthing new ways to
engage shoppers, identify and segment their interests,
inspire in-store or e-commerce purchases and track the
trail from virtual “ping” to “purchase.”
CASE STUDY:
Following the path from mobile device to purchase
requires a complex set of partnerships between brands,
retailers, app developers, technology companies
and POS. You’ll hear first-hand examples of how
partnerships of this kind have been structured, and realworld results of a new pilot program.
PEER THINK TANK ROUNDTABLES:
#POSpartnerships #eDiscovery #PilotProgram
Rory Golod, VP of Business Development, Fancy •
Catherine Tabor, CEO, Sparkfly • Caroline
Van Sickle, CEO, PRIMP • Thomas Cornelius, SVP,
In-Store Digital Solutions, InComm
Now that check replacement is gospel for the vast
majority of states, what will the next generation of
public sector payments look like — especially now that
so many contracts are up for renewal.
PANEL:
Policymakers, state officials, and payments
stakeholders will have an open dialogue about the
opportunities and realities on these key areas of
innovation: layering several programs, such as welfare
and unemployment insurance, onto one card; ensuring
legitimate transactions aren’t denied at the POS; and
driving down the cost of these programs so they are a
win-win for industry and end users.
CASE STUDY:
A real-life look at how one state combined multiple
programs onto a single card, including welfare and
housing authority funds by working across multiple
agencies – plus, how mobile access was integrated
into the program.
#UI #SNAP #MobilePublicSector
Lee Manfred, Principal, First Annapolis • Steve
Evans, Senior Business Leader, Visa Government
Prepaid • Ellen Golombek, Executive Director,
Department of Labor, Colorado
Meeting rooms are located in
the Exhibit Hall. Check your
partneringONE® schedule for
your personalized itinerary.
BEST IN MOBILE: APP SHOWCASE
Linking mobile and virtual activity to real-world shopping
behavior has been a historical challenge for merchants.
Meetings
The Innovations that Shape Your Public Sector
Payments Approach
Are you debuting a mobile app? • Live onstage demo
Measuring Your Online-to-Offline Traction:
Opportunities in Mobile, POS and Product
Discovery
9:00 meeting
9:30 meeting
10:00 meeting
10:30 meeting
Schedule
meetings in
See page 4 for more information.
11
10:30 a.m.
Morning Networking Break in Exhibit Hall
11:30
Immersion Labs
Exhibit Hall
Regulatory and Revenue Strategies: Maintaining
a Profitable Program
With 8 months until the holiday season is in full swing,
now is the perfect time to drill down and get a head-start
on your omnichannel holiday strategy.
Navigating today’s complex world of state compliance
statutes can be overwhelming and costly.
PANEL:
You’ll hear from a robust cross-section of retailers
who leveraged social media, gifting and user insights
to create strategies to engage with consumers instore, online and on mobile devices, including what
experiments worked during the 2013 holiday season.
PANEL:
Recent financial accounting changes actually mandate
recognition of revenue in specific ways, and just keeping
track of the myriad of overlapping requirements is a tall
order. Payment professionals must constantly stay on top
of regulatory changes to minimize costs and maximize
compliance and profitability.
CASE STUDY:
CASE STUDY:
It’s still early days for perfecting an omnichannel strategy,
but you’ll hear a merchant share real-life examples
about honing frictionless transactions and marketing
messaging across channels to maximize sales lift and
banish abandoned shopping cart syndrome.
#Mobile #Online #InStore #BlackFriday
Jayne Stegemiller, Associate Marketing Manager,
Cracker Barrel • Mike DiLorenzo, VP of Audience
Development, Rue La La • Sourav Bhuyan, User
Experience Research, Guitar Center
Learn how smart businesses can use technology and the
latest regulatory guidance to implement a compliance
program that can reduce risk, improve operational
performance and deliver better financial results.
PEER THINK TANKS ROUNDTABLE:
#Compliance #UnclaimedProperty
Chuck Rouse, Founder and Chief Architect, Card
Compliant • Case study participants to be
announced
Meetings
INNOVATION SPOTLIGHT: COMPANY PRESENTATIONS
Omnichannel is the New Black: Multi-Pronged
Retail Strategies for the Holidays
11:30 meeting
12:00 meeting
12:30 meeting
Schedule
meetings in
1:00
Lunch in Exhibit Hall
Sponsored by
Do You Have What It Takes?
CELEBRATING
EIGHT YEARS
OF PAYBEFORE
AWARDS
The Most Prestigious International Awards
Program Returns to All Payments Expo to
Honor the Best in the Worldwide Prepaid
and Emerging Payments Community.
For the past eight years, Paybefore has been doling out
bragging rights to the innovators, trendsetters and pioneers
in the prepaid and emerging payments industry with its
preeminent Paybefore Awards. This year Paybefore is
keeping it fresh with new twists on long-standing awards
categories and seven new categories, including Consumer
Champion, The Gotta-Have Mobile App and Killer
Technology. In all, winners will be crowned in 20 categories,
plus the coveted Paybefore Industry Achievement Award
and the new Paybefore Genius Award.
This is just the
beginning.
12
Paybefore also is bringing back its wildly popular Sixth
Judge Voting, where you’ll get to make your picks for
the Best-in-Category honoree in each category. (Check
Paybefore.com in early January for voting details.) In 2013,
more than 3,200 people participated in the voting, which
influenced the final decisions in NINE categories. Also new
in 2014, we’ll give prizes to those who pick the most
Best-in-Category honorees in the Paybefore Fantasy
Awards, but you must attend the Paybefore Awards
ceremony at All Payments Expo to claim your Paybefore
Fantasy Awards prize!.
See submission details at www.paybefore.com.
Nominations due: Nov. 22, 2013.
Like the payments industry, the APEX
agenda lives and breathes. See constant
updates at www.AllPaymentsExpo.com
2014
2:00
Immersion Labs
Exhibit Hall
Transparency in Electronic Payroll: A Meeting
of the Minds
As banks look to make up for lost fee-generated revenue
and boost margins (and prepare for a future with less
interchange revenue), many are looking toward prepaid
and payments products.
With so much headline ink currently analyzing the state
of electronic payroll cards, the industry will sit down for
an open dialogue to clarify the most pressing issues.
PANEL: More banks are looking toward prepaid as
a way to divert the potentially less profitable debit
business into a future-forward, aspirational product line. In
days where consumers demand that banking be bundled
with other services (such as one-stop wallets connected
to shopping), banks are searching for product, wallet,
loyalty and retail partners. This is further complicated
when consumers desire single products that integrate
deposit, payment, shopping and credit lines. We’ll look at
how banks are thinking about leveraging payments and
partnerships.
PANEL: Panelists will shine some sunlight onto the
sometimes-opaque payroll space, discussing the
implications of overdraft protection and look at the
possibilities of adding lines of credit in a format that’s
win-win for both users and industry stakeholders. Plus:
How will the FDIC rulings on payday loans impact the
future of payroll programs? How can industry and
consumer advocates work together to develop standards
for transparent payroll programs?
CASE STUDY: Hear one QSR’s story.
#Overdraft #LinesofCredit #HotButtonTopic
PEER THINK THANK ROUNDTABLE:
#FinTech #ConsumerPrepaid #ChannelIntegration
Phil Robin, VP of Retail Payments, BB&T BANK • Ajay
Mookerjee, Founder, Offshore Analytics, former
CEO of Cards, SunTrust Banks • Lee Manfred,
Principal, FIRST ANNAPOLIS
Lauren Saunders, Managing Attorney, National
Consumer Law Center • Anthony Peculic, Senior
Director, Product Management, ADP • Jacob DuMez,
Payroll Program Manager, CurrenC SF • Cathy
Beyda, Counsel, Paul Hastings LLP • Mark Putman,
SVP, First Data Prepaid Solutions • Amy
DeBerg, President, R&P Group
Meetings
INNOVATION SPOTLIGHT: COMPANY PRESENTATIONS
Payments Partnerships: How Banks Will Bundle
Payments into One-Stop Solutions
2:00 meeting
2:30 meeting
3:00 meeting
Schedule
meetings in
3:30
Afternoon Networking Break in Exhibit Hall
4:30
Immersion Labs
Exhibit Hall
Meetings
What You Need To Know:
Federal Regulatory Updates
Collaborate with gift card industry peers to build the next
generation of merchant programs – an integral part of a
merchants’ payments and marketing strategy.
The uncertain regulatory environment is often cited as
an impediment to payments innovation. Here, you’ll
kick-start a deep-dive into challenges every business is
currently facing – with the very policymakers shaping
rules and regulations.
PANEL:
Share and understand merchant gift card program pain
points: You’ll hear different perspectives and experience
levels to solve challenges, including: Cost of programs,
getting executive buy-in for increasing spend, perfecting
programing timing, defining ROI and how to leverage
technology so you won’t be left behind.
PEER THINK TANK ROUNTABLE:
#Gift101 #ProgramROI
Work in small groups to generate a merchant strategic
plan and present it. A special info-graphic will be created
from the workshop and each participant will receive a
copy of their group’s ideas.
PANEL:
Here’s where you get to interact with major policymakers
and have an open dialogue tempered with legal expertise.
First, you’ll dive into how partnerships are complicated by
the regulatory environment, particularly when an FI joins
forces with a company or platform that is not subject to
the regulators’ purview. Probe into how regulators are
viewing the latest Durbin developments, and how that will
impact interchange fees and revenue.
PEER THINK TANK ROUNDTABLE:
#Reg2 #AML #ThirdPartyRisk
Matt Davies, Executive Director, Gift Card
Network • Martha Weaver, Marketing Manager,
Travel Tags • Greg Thompson, Corporate Incentive
Manager, Bass Pro Shops • Erin Wood, Card
Program Director, Subway • Jayne Stegemiller,
Associate Marketing Manager, Cracker Barrel
Sit down with industry peers, policy shapers and legal
experts to ask specific questions about the biggest
business concerns you’re facing. This is a perfect
opportunity to get face-to-face time with the people who
are impacting your business.
6:00
7:00 p.m.
COCkTails
in the Exhibit Hall
BEST IN MOBILE: APP SHOWCASE
Collaboration in Gift Cards:
The Merchant Perspective
4:30 meeting
5:00 meeting
5:30 meeting
Schedule
meetings in
Invited: CFPB • U.S. Treasury
INDUSTRY NIGHT:
APEX’S BIGGEST PARTY
Sponsored by
At the Mirage Secret Garden
13
Wednesday, March 5, 2014 • Day Three Immersion labs & meetings
8:30
Breakfast in Exhibit Hall
9:00
Immersion Labs
Exhibit Hall
Ready, Set, Gamification! How Games Transform
Financial Services and Shopping
Disrupt the Fraud Supply Chain: How To Develop a
Consumer-Focused Fraud Strategy
Look beyond points, badges and leaderboards to harness
gamification to improve the performance of your program and
boost the connection to your customer.
Hacking, privacy scares, leaked data – there’s been plenty in
the headlines to spook the industry.
PANEL: You’ve seen how gamification can spur people
to share stats on their workouts, but it’s now moving toward
the realm of payments and financial services. You’ll get a look
at how different gamification tactics are being integrated into
payments – including immersive mobile environments for
merchants and boosting savings goals in a PFM platform – to
achieve your strategic goals.
CASE STUDY: One nonprofit will share how
gamification has impacted engagement in financial literacy,
savings and stickiness. Plus, an insight into experiments that
worked, and what flopped.
PEER THINK TANK ROUNTABLE:
#FinancialLiteracy #ShoppingApp
PANEL: As the importance of data continues to
escalate, it’s also at a premium for cyber-criminals and
hackers. Now’s the time to brush up on how to keep your
customers and company reputation safe.
CASE STUDY: Today’s scamsters operate a
sophisticated supply chain, from acquiring consumer
credentials to testing cards to successfully making a
fraudulent purchase, the bad guys are using tools and
strategies that are detrimental to the entire payments
ecosystem. This case study will show how one leading retailer
and its digital gifting partner turned the tables on card testers,
protecting both the retailer’s reputation and consumer data.
Attendees will also learn how a consumer-focused fraud
strategy can reduce fraud rates, increase sales and turn
satisfied customers into brand loyalists.
Meetings
partneringONE® schedule for your
personalized itinerary.
9:00 meeting
9:30 meeting
10:00 meeting
Schedule
meetings in
Nick Maynard, Director of Innovation, D2D
#StolenData #Hackers #NoMoreFraud
Pete Kledaras, Chief Risk Officer, CashStar • Tyler Roye,
CEO, eGifter
10:30
Networking Break in Exhibit Hall
11:30
Immersion Labs
Exhibit Hall
Diagnosis Unknown: The Future of the UnderBanked in Healthcare Payments
This B2B-centric session is two-fold, covering two topics
voted most important by B2B specialists: Personalization/
segmentation and the use of social media in B2B. No B2B
stakeholder can afford to miss this.
With healthcare reform changing the paradigm of how
Americans receive health insurance, each stakeholder has a
new role to play.
#B2B #Incentives #Social #Co-Branding
PANEL: A large portion of the uninsured citizens that are
being targeted to receive healthcare coverage via state or
federal exchanges are also often un-banked, leaving an industry
and government eager to carve ways for them to pay premiums
without a bank account or credit card. We’ll look at different
ways payments companies are looking to make the lengthy
sign-up process into a seamless transaction for this population,
including prepaid, cash transactions and other innovative
approaches. The speakers will also probe into consumer
education for these payments, the role of the exchanges and
ways to capture the attention of “Young Invincibles.”
You’ll work with speakers and fellow attendees to structure
integration strategies for social channels and/or brainstorm the
possibilities of co-branding and segmentation.
#YoungInvincibles #InsuranceOverhead #Exchanges
PANEL: A diverse set of industry voices will dissect the
next generation of B2B strategies, including: How is
customization and personalization shaping corporates’
approach to rewards and incentives? How will social media
change the velocity of how corporates can communicate to
their employees, and how does this intersect with the
incentives and rewards space?
Andrew Wilmot, CEO, GIFTED2YOU • John Dwyer,
Regional Sales Manager, CPI CARD GROUP •
Brian Dunne, President, INCENTIVE MARKETING
ASSOCIATION • Steven Kane, Chief Revenue Officer,
SpaFinderWellness, Inc.
Will it be ancillary services, such as dental, that provide
incentives to this key demographic? Will large employers
create their own exchanges for employees?
Mark Roberts, National Accounts, Careington •
Dan Schuyler, Director of Exchange Technology, Leavitt
Partners • Speaker TBA, MASTERCARD • Chris Byrd,
President & COO, Evolution1
1:00
Exhibit Hall Closes & Conference Concludes
14
Meetings
partneringONE® schedule for your
personalized itinerary.
11:30 meeting
12:00 meeting
12:30 meeting
Schedule
meetings in
Super-Charging B2B Sales with Social Media and
Personalization
Monday, March 3, 2013
DAY 1
Hear from the executives who’ve pulled the trigger on partnerships, explaining
the who, what, when, where and how of their decisions and projects. Plus,
hear 10 partnership opportunity presentations from cutting edge entrepreneurs
changing the banking and payments landscape.
8:30 Conference Begins
9:00
The Mash-Up: When Big Meets Start-Up
Strategic partnerships are exciting and buzz-worthy, but they can be a
challenge to pull off. When big banks and entrepreneurial companies
join forces, it can require both incumbent and newcomer to evolve
considerably. What do major banks consider when they weigh buy
vs. build vs. partnering? Bankers and start-ups have different guiding
principles and different benchmarks for success. Can banks speed things
up and be more flexible? Can entrepreneurs work within the framework
of a large institution? And with so many new players, how can startups stand out? In this unique blend of tactical guidance and strategic
discussion, you’ll get insight from the strategic arms of banks, the venture
community and entrepreneurs at what makes a partnership work for both
sides.
Jane J. Thompson, Founder and CEO, Jane J. Thompson Financial
Services; Former President, Walmart Financial Services
Vas Kodali, SVP, Technology Industry Partnership Development,
Wells Fargo
Jim Hale, Founding Partner, FTV Capital
Steve Carlson, Former Head of Business Development,
Intuit Financial Services
Robert Schiff, Partner, McKinsey & Company
Partnership Opportunity
10:00
1:30
Case Study: The Power of Partnerships in a Payments Pilot
Hear how one global bank partnered with a payments start-up to
experience the impact of mobile commerce on consumers and retailers.
You’ll get the background to the partnership and lessons learned during
one of the first large-scale pilots of a cloud-based mobile commerce
networks in the US, including:
• The Elephant and the Mouse: Building a single team spirit and
knowing when bigger isn’t always best
• Just get out of the office!: The power of real world experience to
inform strategy and decision making
• Measuring success: Defining mutually beneficial goals and milestones
Stewart Holmes, Mobile Strategy, Product and Market Development
Director, Barclaycard US
2:00
2:45
SECURITY & FRAUD
Presentations from cutting edge entrepreneurs.
PAYMENTS
Contact Matthew Middleton at [email protected]
or 646.616.7604 to be included.
3:15 Partnering Meetings and Refreshments in Exhibit Hall
10:45 Partnering Meetings Kick-off and Refreshments in Exhibit Hall
11:30 The
and Marketing, Zions Bank
Rob Cummings, SVP Online & Mobile Banking, Online/Mobile
Services, Mountain America Credit Union
Mohamed Khalil, Director of Product, Data & Partnerships, Moven
Dan Dickinson, VP Digital Banking, Equitable Bank
12:00
4:00
The White Space Across Wealth Segments
The affluent client segment is ripe for technological disruption and
innovation. Historically, affluent customers have had to choose between
self-serve and full-serve models, but new approaches are converging
high touch and high tech. In addition, challenges abound when marketing
an upper market product to the mass market. In this session, you’ll hear
how technology can help scale the business of advice delivery and solve
problems in this upper end of the market, as well as how to address
challenges when moving products across wealth segments.
Bank That Fits in Your Pocket: Mobile and Tablet Banking
As the digital and mobile experience becomes increasingly important, it
can be a challenge to take full advantage of these opportunities, thanks
to deep-rooted institutional and legacy issues. Now’s the time to examine
how the user experience will evolve and how that will impact existing
products, services and operations. First, get a view of how mobile and
tablet experiences and behaviors differ between customers and then hear
from the experts on how to implement a strategic digital initiative that
cuts across channels and gives the organization a competitive advantage.
You’ll hear how the user experience differs between tablets and handsets,
and how to negotiate these changes across the organization’s silos.
Matt Wilcox, Senior Vice President and Director, Interactive Services
Engagement Banking: PFM and Other Innovations
LENDING
JP Nicols, CEO, Clientific; Partner, Bank Solutions Group
4:30
Regulation & Innovation: Face-to-Face Time with Regulators
Increased regulation can often be accused of stifling innovation. With
regulatory uncertainty looming, pulling the trigger on a partnership can
seem to be a daunting and lengthy process. Rewards programs, studentfocused products, overdraft protection and additional add-on products
like credit repair have all come under scrutiny. What are the various legal
drawbacks to emerging partnerships, and do they dampen partnership
possibilities? Here’s your chance to interact with the regulators face-toface and clarify what’s coming down the pike, what characterizes a highrisk product and how to be compliant while fostering innovation.
Invited: CFPB • U.S. Treasury • FinCEN
6:00 Partnering Meetings and Cocktails in Exhibit Hall
7:30 Day One Concludes
12:30 Lunch & Networking in Exhibit Hall
15
Tuesday, March 4, 2013
DAY 2
Gain insight into making the most informed and qualified decisions about potential
partnerships, as well as the opportunities in branch operations, lending and wallets.
Plus, hear another 10 partnership opportunity presentations from cutting edge
entrepreneurs changing the banking and payments landscape.
8:30 Breakfast and Networking in Exhibit Hall
2:30
8:50 Welcome Back
9:00
How to Rebuild, Resuscitate or Rejuvenate “Branch” Banking
Branch visits are falling. With less foot traffic in the bank branch,
now’s the time to evolve the retail banking footprint. Get a look at how
partnerships are changing the bank branch experience and structure,
from automation to ATM innovation. And tantalizingly, we will dive into
completely different strategies outside the footprint, including non-branch
and branch-less services and channels. Reimagine the branch structure
without cannibalizing your current customer base.
APIs are the foundation for the new digital, app-hungry ecosystem. These
open APIs can hasten innovation and help drive incremental revenue,
improve existing services, build entirely new products and enhance a
third-party or enterprise brand. How are you taking advantage of the
consumer data available, and how can partners leverage this information
in a secure way? Hear from the experts about how open APIs can
unleash developer creativity and lead to innovative solutions in personal
finance and small business applications.
Lewis Gersh, Managing Partner, Metamorphic Ventures
11:00
Big Data and the Lending Landscape
Big data is being touted as holding the key to financial inclusion. The
rivers of alternative data from social media and channel partners are
creating new ways to evaluate credit risk in loan candidates and new
opportunities in P2P lending, microloans, as well as small business and
student lending. Some new players are attempting to take the banks
head-on, but there’s an increasing amount of partnership opportunities
between these alternative lenders, including leveraging the platforms to
underwrite loans better, buying loans originated by outside firms or buying
the loan assets.
Dr. Ajay Mookerjee, Former CEO Credit Cards & EVP Retail Bank
Product Wholesaling, SunTrust
Mark Pickett, VP, Head of Analytics, JP Morgan Chase
SPECIALTY CREDIT & CREDIT SCORING
Presentations from 6 cutting edge entrepreneurs.
1:00 Lunch & Networking in Exhibit Hall
2:00
Case Study: New Partnerships in Collections
HSBC will debut a B2B partnership model deployed in emerging markets
for the FinTech Partnerships audience. This mobile-based partnership
case-study will dive into the bank’s thought process behind partnering
vs. developing the technology on its own, and why partnering was key for
penetrating a new, emerging market.
4:30
BRANCH TECHNOLOGY
5:15
The Solution Looking for a Problem: Mobile Wallets
The number of stakeholders in the wallet race are far and wide – but no
one’s cracked the code. As banks move to develop proprietary wallets
or leverage the strengths of their partners, we ask: What is the bank’s
role in the ever-evolving landscape of mobile? What will be the role of
partnerships in the wallet wars? Who is responsible for spear-heading
retailer acceptance? Who are the unconventional players entering the
mix, and do they pose any risks? And with so much consumer confusion,
how can banks beef up consumer trust in the security of mobile
payments? This session will take a creative approach to devise new ways
partnerships can bump up the value of the wallet for both consumer and
organization.
Neff Hudson, Assistant Vice President, Emerging Channels, USAA
Hitesh Anand, Global Director, Product Management & Business
Development, Mobile Payments & m-Commerce Innovations,
Citi Enterprise Payments
Amol Deshmukh, Vice President of Mobile Financial Services,
Gemalto
6:00 Cocktail Reception in Exhibit Hall
Andrew Davis, Global Head of e-Commerce, Strategy
and Innovation, HSBC
16
Matt Harris, Managing Director, Bain Capital Ventures
11:30
Lee Wilson, Presentation Architecture & Delivery Systems Manager,
Ally
BIG DATA & ANALYTICS
Sergi Herrero, CEO, L’Atelier BNP Paribas
How APIs are changing the landscape for partnerships
Lewis Goodwin, CEO, GoBank
9:30
E-TRANSACTIONS & COMMERCE
3:00
Skip Potter, VP, Technology Innovation, Capital One Labs
Payme nts
Executives’
Survival Checklist
Find & Meet
New Companies
and Clients
ADVANCE
MOBILE STRATEGY
Access detailed information on speakers and
attendees and book meetings with top prospects and
key clients through seamless meeting technology,
powered by partneringONE®.
Maximize My
regulatory-devoted
resources
Hear from policymakers, legal experts and industry
peers on Reg-E, Regulation II (Debit Card
Interchange Fees and Routing), unclaimed property
and new accounting rules to avoid costly penalties
and slowdowns to your business.
To meet and exceed consumers’ expectations, players
will need to develop mobile environments that include
product discovery, payments and loyalty. It’s a big
investment, but you’ll find your partners.
Roll Out My
Omnichannel Strategy
Creating a frictionless environment in the mobile,
online and brick-and-mortar channels is key to the
omnichannel approach – and payments and loyalty
are the backbone to engaging with customers and
blasting abandoned purchases.
Uncover What My
Clients Really Need
etermine Which
D
N ew Pa r a d i g m s
You’ll hear from your end buyers and innovators
on every session, giving you the intel you need to
position your platforms for growth.
Create the Most
Opportunity
There are scores of new companies creating new
payments platforms, banking alternatives and
mobile-ignited solutions – and many of them don’t
have to comply with the same level of regulations as
incumbent players. You’ll be able to leverage your
three days out of the office to identify your target
partners and new markets.
Prepare for a
Non-InterchangeDependent Business Model
Get a Better Handle on
Cross-Channel Integration
You’ll need to better collaborate within your
organization when building out your new payments
infrastructure. Break down silos and rub shoulders
with executives from multiple functions to spark
creativity.
Register for
With regulatory uncertainty intensifying, your company
must strategically plan what the future business
model will look like — All Payments Expo is the
perfect place to start planning alongside all industry
stakeholders.
17
Alumni Companies
18
Aentra
Aeris Card International
Aeropostale Inc
Aetna Inc
Affinion Loyalty Group
Affinity Mobile
Affinnova
Affnet Inc
Afligo
AFP
AGC
AIG Travel Guard
Aimia
Air21 Global
Aite Group LLC
Akimbo Financial Inc
aKos Technology
Corporation
Aktif Bank
Al Fardan Group
Alaric International
Alaska Media Llc
Alchemy Plastics Inc
Aldi Inc
Aldrich & Bonnefin PLC
Alegeus
Alelo - Brasil
Aliaswire Inc
Alimentation CoucheTard Inc
Allegheny Printed
Plastics
Alliance & Leicester
Alliance Company Inc
Alliance Data Systems
Corporation
Allpoint
Allstar Gift Cards
Alpha Group LLC
Alston & Bird
Altair Financial Services
International PLC
Amalgamated Bank
Amazon.com
AMC Theatres
American Airlines Inc
American Bankers
Association
American Cash Advance
American Ceiling
Products
American Credit Card
Merchant Services Inc
American Express
American Sheetfed Inc
American Special Risk
LLC
American Suzuki Motor
Corporation
Americatel Corporation
Americhip
AMG Global Consulting
Amscot Financial
Anres Technologies
Apple Incorporated
Applebees
Appleseed New York
Office
Aquila Marketing
Aquiline Commerce
Archer Corporate
Services
Archer SuperBars
Archway Marketing
Services
ARCO
Argo Card
Arjo Wiggins
ARM Insight
ARM Loyalty
Arroweye Solutions Inc
Arsenal Capital Partners
Art Guild Inc
Arvest Bank
Ascalon Consulting
Aski Financial
Asperity Employee
Benefits
ASSECO
Association for Financial
Professionals
Association For
Independent Managers
Assurant Health
Astound Labs
ATB Financial
Atiendas
ATIVI Telecomnet Inc
Atlanta Life Financial
Group
Atlantic Zeiser GmbH
Atlas Merchant Services
Inc
ATM & Debit News
ATMcash.com
Atriba
Attain Finance
AuctionABC Inc
Auriemma Consulting
Group
Aurora Financial Systems
Australia Post
AutoMediaSupply Com
Availity LLC
Avenue B Consulting Inc
AvidPath
Avondale Partners
Axcess Financial Inc
Axentia
Axeso Payment Solutions
Axis Global Accident &
Health
B&Q PLC
Bain & Company Inc
Bain Capital LLC
Baird Holm LLP
Baks Company
Balance Innovations
BallClub.com
Banco Azteca
Banco Bradesco Cartoes
SA
Banco do Brasil
Americas
Banco Latino Holding
Company
Banco Panamericano
Banco Popular
Dominicano
Banco Topazio
Bancomer Transfer
Services
Bank Freedom
Bank of America
Bank Of Internet
Bank of Ireland
Bank Systems &
Technology
BankNews Media
BankServ
Barclays Bank
Barri Financial Group
Bass Pro Shops
Bath & Body Works
BB&T
BBVA Bancomer USA
BCSTech Ventures
Bear Stearns
BearingPoint
Bed Bath & Beyond
BedandBreakfast.com
Belize Bank International
Belk Store Services
Bemrose Booth Ltd
Ben & Jerrys
Ben Aissa & Associates
Benefit Resource Inc
BofI Federal Bank
Bonago Incentive
Marketing Group
Bonus Systems Polska
SA
Boost Mobile
Boost Rewards
Boston Market
Corporation
BP Products North
America
Branded Marketing Inc
Branded Payment
Solutions
Brandwidth Inc
Brantley Partners
Brazco Card Corporation
Bridge2 Solutions
Brightwell Payments Inc
Bristol ID Technologies
Bryan Cave LLP
BSA Compliance
MEET THE
MERCHANTS
LEADING
ACCEPTANCE
Benefits Management
Corporation
Benemax
Beresford Box
Berkeley Payment
Solutions
Best Buy
BET Networks
Better ATM Services
Better Business Bureau
Nashville
Billetel LLC
BillFloat
Billhighway
BillMyParents
BillShrink
BitCash Inc
Blackboard Inc
BlackHawk Network
BlackSheep Productions
Inc
Blackstone
Blake Cassels & Graydon
Bling Nation
Blockbuster
Bloom Cogar
Bloom Resources Llc
Bloomin Brands
Blue Cross & Blue Shield
of Florida
Blue Horizon Group
Bluegreen Corporation
BlueSteel Blades
Board of Governors of
the Federal Reserve
System
Bodywork Las Vegas
Solutions
BSP Rewards Inc
Buca di Beppo
Bulldog Media Group Inc
Burgopak
Buyatab
BV Card Assets
C & R Research
C A S H Empire Justice
Center
C5 Group LLC
C5 Prepaid Consulting
CabBux LLC
Cabela’s
Cachet Financial
Services
Cadillac Fairview
Canadian Tire
Corporation
Capazoo World
Corporation
Capital Access Network
Inc
Capital Area Asset
Builders
Capital Card Services
Capital One
Capital Prepaid Services
LLC
CapitaMalls Asia Limited
Cara Operations Ltd
Card 11
Card Commerce Ltd
Card Compliant
Card Express
Card Limited
Card Marketing Service
Card One Plus
Card Personalization
Solutions
Card Resource Group Inc
Card.com
CardCash.com
CardFact
CardFlex Financial
Services
Cardinal Commerce
Corporation
Cardlytics
CardMarte
CardOffers.com
Cardplatforms
Cards Unlimited BV
Cards USA Inc
CARDSource
Cardtronics
Cardworks
Care Call
Careington International
Caribbean Investment
Bank Inc
Carlson Marketing
Carlton Group
Carrefour
Carta Worldwide
Cartes Cadeaux
Distribution Service
Cash America
International
Cash Benefits Inc
Cash Connection
Cash Express Llc
Cash Pass Network
Cash Yes Card
CashEdge
Cashflow Envelope
CashStar
CashZone Metropolitan
National Bank
Cassels Brock &
Blackwell LLP
Castlight Health
Catalina Payment
Systems
CBORD
CBSI Loyalty Solutions
CBSS
CBW Bank
CD Tradepost Inc
CE Talent
CEFCO Convenience
Stores
Celebrity Cruises
Celent
CENCOSUD
Cenex
Center One LLC
CenterState Bank
Central 1
Central Bancompany
Central Bank Of Kansas
City
Central National Bank
Central Trust Bank
Centris Information
Services
Century Capital
Management
Ceridian SVS
Cermak Fresh Market
CFS Card Fulfillment
Services
CFSI
Chadwick Martin Bailey
Chambliss Bahner &
Stophel PC
Charity Card Mall
Chase Paymentech
Check City
Check Into Cash
Check n Go
CheckFree
Checkmaster Financial
Services
Checksmart Financial
Checkspring Bank
Chetu Inc
Chevron
Chexar Networks
Chexx Inc
Chilis Grill & Bar
China Union Loyalty
Co Ltd
Chockstone Inc
Choice Bank
ChronoCash
Chrysler Motors
Corporation
Chubb Group of
Insurance Companies
Chubbs Consumer
Solutions
CIBC
Cigna
Cineplex Odeon
Consumers Union
Circle K Stores Inc
Cirque du Soleil
CIT Group
Citation Loyalty LLC
Citgo Petroleum
Corporation
Citi Prepaid Services
CITIBANK
Citigroup
Citizens Bank
Citizens Financial Group
Inc
City National Bank
CJSC Center of Financial
Technologies
CKE Restaurants Inc
CL Verify
Claim Jumper
Restaurants LLC
Clarity Services Inc
Clear Payments
Incorporated
Clear2pay Americas
ClearCash
ClearTalk Wireless
Click King Inc
Clinton Economic
Opportunity Initiative
Club Connect
Club TeeTime
ClubWorldConnect Ltd
Clutch
CMS Holding
CO OP Financial Services
COA Holdings Inc
Cohn & Wolfe NY
Coinamatic Canada
Inc
Coinstar
Collect America Ltd
Columbia Card Services
Columbus Data Services
Comdata
Comerica Bank
Commerce Bank
Commercial Payments
International
CommissionSoup
Commonwealth Bank of
Australia
Commonwealth Card
Services Inc
Commonwealth of
Virginia Department of
Medical Assistance
Community Action of
Nebraska
Community Choice
Financial Inc
Community Financial
Service Centers
Community Income Tax
Compass Plus
Competitive Health Inc
Concero Global
Concessions Committee
Conexis
Confidence Corretora de
Cambio SA
Confidence Group
ConnectYourCare
Connexem Consulting
LLC
Connexions Loyalty
Travel Solutions
Connexum Consulting
Consorteum Inc
Consumer Financial
Protection Bureau
Contact Solutions
Contactology
Continental Airlines
Continental Promotion
Group
Contis Technologies Ltd
Convenient Cards
Incorporated
COOP Denmark Aps
Copanion
Corby & Company Inc
Core Innovation Capital
CoreCard Software
CorFire SK C&C
Cornerstone Marketing
Corporate Partners in
Education Inc
CorporateRewards.com
Cortview Capital Markets
Cosgrove Associates
Costco
Couche Tard Circle K
Country Fair Inc
Cowen & Company
CPI Card Group
CPMG Inc
CPP Group
CPS Cards
CQR Payment Solutions
GmbH
Cracker Barrel
Restaurants
1 to 1 Card
1220 Exhibits
192business
24 7 Commercial
Marketing
247 Card
3Cinteractive
3M Company
3V Transaction Services
Ltd
529 Easy
5604 LLC
7-Eleven Inc
A A State Security Check
Cashing
ARC
AAA National
AARP Financial
Abacus
Abakist
ABnote
Accel Partners
Accent InterMedia
Accentiv Mimetica
Accenture
Access Prepaid
Worldwide
AccessOne Consumer
Health
Accion USA
Acclaim Telecom
Services
Accor Services
AccountNow Inc
ACE Cash Express
Aces Wired Inc
Acesso
ACH Federal
Achieve Financial
Services LLC
AchieveCard
Achievers
ACI Worldwide
Acme Marketing
Acquirgy
ACS Inc
ACT
Action Solutions
Activata Prepaid Limited
Acuite
Acutek Automation
Acxiom Corporation
Adaptive Payments
Incorporated
ADP Inc
Adrea Rubin Marketing
Inc
Advance America
Advanced Call Center
Technologies
Advanced Integrated
Systems Ltd
Advanced Offshore
Solutions
Advantage Payment
Services
Advent Financial Services
Adventafs
Advertising Checking
Bureau Inc
AEGIS FinServ Barrier
Technologies
AEGON Direct Marketing
Services Inc
Alumni Companies
Credit Market
Credit Union 24 Inc
Crone Consulting LLC
CRS Corporation
CS Financial
CSC Financial Services
Group
CSH Consulting Inc
CSP Information Group
CTI Group
Cubic Transporation
Systems
Cumberland Farms
Cummins Allison
Corporation
Current Components Inc
Current USA Inc
Custom Card Systems
CVS Stores
Cypress Creek Group
CyraCom
D Wholesale
Darden Restaurants
Datacard Corporation
Datacard Group
DataCo
Datalogic
DataPath Inc
Datapro
Datascape Inc
Davenport Evans Hurwitz
& Smith
Davids Financial
Corporation
DavidShield
DCR Strategies
DCR TruCash
De La Rue Holographics
Debenhams PLC
Debit Card Network
Debt Solutions
Association
Deloitte
Deluxe Corporation
Deluxe Financial Services
Deluxe Payment Group
Inc
Demand Creation
Specialists
Denarii Systems
Dennis Varghese
Denny’s Corporation
Department of
Homeland Security
Department of the
Treasury Financial
Management Service
Department of
Transportation
Design Matters Inc!
Desjardins Card Services
Deufol
Development Credit Bank
Limited
DeviceFidelity
DHS-ICE
Diamond Graphics
Didier Printing
Diestel
Digirama
Digital Cyclone
Digital Software
Magazine
Digital Transactions
DigitalDialogue.Com
Digitel Network
Corporation
DimpleDough Inc
Direcpath
Direct Cash
Direct General
Corporation
Direct General Insurance
Company
DirectCash Management
Inc
Discover Financial
Services
Discover Network
DISH Network
Disney Gift Card Services
Inc
Dittman Incentive
Marketing
DNP Corporation USA
Document Magazine
Dodges Stores
DolEx Dollar Express Inc
Dollar Financial Group
Dollar Loan Center
Dominos
Doorways to Dreams
Fund
Dorado Industries
Dotpay PLC
Douthit Frets Rouse
Gentile and Rhodes LLC
Dove Capital Partners
DPST
DrawCard
DropGifts US
Duke Mitchell Prepaid
Duncan Williams Inc
Dunkin Brands Inc
DVRG
Dynamic Card Solutions
E Safetransfer SA
E&S Consulting LLC
Earl Enterprises
EARN
Earthworks System, LLC
Eastman Kodak
eBillme
eBureau
eCache
Ecard Services LLC
Ecid
Ecocarrier Inc
eCommLink
eCount
eCredable
ECRM
ECS
Edenred
Edgar, Dunn & Company
Edge Loyalty
Edgewood Consulting
Edo Interactive
EFT Source Inc
eFunds
eGifter
eHealth Inc
Elan Financial Services
ElectraCard Services
Electronic Verification
Systems
Elektra
Elizabeth Arden Red
Door Spa
Emajee
eMerchants Ltd
EMG Acquisition
Company
Emida
Enacomm
enCards Inc
Encore Marketing
Endeavour Capital
Enservio
EnStream
Entandem Inc
Entertainment Benefits
Group
Entertainment
Promotions
Entertainment
Publications
Envoy
Epana
Epay
Epic Connections
Epipoli SpA
EPS Financial
Ernex
Essentia Financial
Services
eTranzact Global Plc
Etsy
Eufora LLC
Eurokoncept SP
Euronet Payments &
Remittance Inc
Euroset-Retail
EVO Canada
Evolution1
Evolve Marketing
Services Ltd
E-Wage
EXA Corporation
Exante Bank
Excellence in Motivation
ExpensAble
Experian Information
Solutions
Express Med Pharmacy
Services
Extrameasures
ExxonMobile
EZCorp Online Services
EZETop LTD
Ezi Pay Ltd
Ezipin
Fabulous Freddy’s Car
Wash
Facecard
Facey Group
FactorCheck
Fair Isaac Corporation
Fairland Financial LLC
Fairmont Raffles
Swissotel Hotels &
Resorts
Falabella
Family Express
Corporation
FamilySearch.org
Fandango
Farmacias Fybeca
Fast Company
FBMC
FDC
Federal Reserve Bank
of Philadelphia
Federal Reserve Bank
of St Louis
Federal Reserve Board
Fiberlink
Communications
FiberMark
Ficentive
Fidelity National
Information Services
Fidels
Fido Prepaid Cards
Field Media LLC
Fifth Dimension Media
Limited
Fifth Third Bank
Fincen
Find Your Customers
Forte Consulting
Four Seasons Hotels &
Resorts
Fox Chase Bank
Friedman Fleischer and
Lowe LLC
Fringestics
FSV Payment Systems
FTD Florist Transworld
Delivery
FTPS
FTV Capital
FTVentures
Fulfillment Xcellence Inc
Full Carga SA
Fundraising Insights
Fundstech Corporation
Fundtech
Fusa Global
Futura Card Services
Futurex
Fuze Network
FIND
EMERGING
PAYMENTS
PLAYERS
PUSHING TECHNOLOGICAL
BOUNDARIES
FingerHut
Fintrax Group Holdings
Fionda
Firethorn Holdings
First Annapolis
Consulting
First Bank & Trust
First Bank of Delaware
First California Bank
First Covenant Bank
First Data
First Horizon Msaver
First Interstate Bank
First National Bank
First Source Limited
FirstBank
FirstGlobalCard
Firstsource Solutions
UK Ltd
FirstView Financial LLC
FIS Global
FiSCA
Fiserv Inc
Fishback Financial
Solutions
Fletcher Group LLC
Flowers National Bank
Flybridge Capital
Partners
Flying J Inc
FNB Bank
FNDS3000
FocusCard Technology
Inc
Foley & Lardner LLP
Foot Locker
FuzeBuy
Galileo Processing
Gallo
Gap Inc
Garanti Techology
Gazelle Solutions
GBN Bancorp Limited
GE Capital
GE Equity
GE Money
Geddes Group
Gemalto
Gencom Corporation
General Atlantic
General Catalyst Partners
General Growth
Properties
Genesis Financial
Solutions Inc
Genpact
GenStar Capital LLC
Genuine Parts Company
GetDebit.com
GFN Inc
GFT Holdings
Giant Eagle Corporation
Giesecke & Devrient
Gift Card Impressions
Gift Card Occasions
Gift Card Planet
Gift Certificates.com
Gift Voucher Shop
Giftango
GiftCard Partners
GiftCardRescue.com LLC
GiftCards.com
GiftCertificates.com
Giftex Prepay
Giiv Inc
Gipsa LLC
Givex
Giving Tree LLC
Glenbrook Partners
Global Behavioral
Solutions LLC
Global Card Services Inc
Global Cash Card
Global Conference
Partners
Global Express Financial
Services
Global Focus Group
Global Payments Inc
Global Prepaid Exchange
Global Processing
Services
Global Refund
Global Tax and
Accounting Inc
Global Technology
Partners
Global Transaction
Processing Group
Globe Ticket
GlobeKash Inc
Globoforce
GLSC
Goimod US Army Tacom
Golden Gateway
Financial
Golden Retriever
Systems
Goldman Sachs & Co
Golfsmith
Good2Go Mobile
Google
Gotham Companies
Gotham Financial
Services
Grand Incentives Sales
Incentives Center
Grass Roots America
Great Harvest
Franchising Inc
Great Hill Partners
Great Lakes Scrip Center
Great Spa Escapes
Green Dot
Greenhill & Company
Greensoft Solutions Inc
Gridley & Company
Group Fore
Group O
Group RCI
Groupon Incorporated
GRP Partners
Grupo Salinas
GTCR
GTI
GX Company
gyft
HEB
H&R Block
H&R Block Bank
Hallmark Business
Connections
Hallmark Cards Inc
Handee Marts Inc
Harland Clarke
Harland Financial
Solutions
Harley Automotive
Harley Davidson
Financial Services
Harvard Card Systems
Harvard Label Inc
HBNet
Headwaters MB
Health Equity
Heartland Payment
Systems
Heather Abbott
Consulting
HEB
Heinrich Marketing
Helgeson Enterprises
Hello Gift Cards
Help Worldwide Inc
Hewitt Associates LLC
HIDTA El Dorado Task
Force HIFCA
Higher One, Inc
HLA Inc
Holed LLC
HorizonPlus Financial
Horses for Sources
HotelVoucherShop
Houlihan Lokey
Houston Community
College System
Hewlitt Packard
HSBC Bank
Huffington Post Media
Group
Humana
Humboldt Merchant
Services
Huntington Bank
Hy Vee Inc
Hyatt Hotels Corporation
hyperWALLET Systems
Inc
Hy-Vee Co
I Love Rewards
i2c Inc.
i3 Plastic Cards
iBasis Inc
IC Group
iCARD Systems
Icard1 Inc
iCardMall
ICBA Bancard
ICE Card LLC
ICE Office of
Investigations
ICN Financial Resources
ICUL Systems
IdentityMind
IDology, Inc.
IDT Financial Services
Ltd
Ifeelgoods
Incentive Gift Card
Council
IGH Solutions
Ignition Health
IIC
iKobo Inc
I-Luxury Enterprises Inc
Incentive Marketing
Association
Immersion Films &
Media
Immigration & Customs
Enforcement
Impact Consulting &
Management
Impact Innovations Inc
IMPACT Payments
Recruiting
Imprint Capital Advisors
In Person Payments
Incavis
Incentive Magazine
InComm
IncreVenti
Independent Purchasing
Cooperative
Indotronix International
Corporatio
Indyhost
Infinite Improvements
LLC
Infinity Prepaid Solutions
Infinity Sales Group
Informa Research
Services Inc
Informa Support Services
Inc
Information Packaging
Information Resources
Inc
Infosys Technologies Ltd
ING Bank NV
Ingenicard Inc
Inmar CMS Promotions
Services
Innovative Card Services
Innovative Gift Card
Solutions
Innovative Graphics
Group
Insight Card Services
Insperity Expense
Management
Intech Direct
Intele Card News
InteliSpend
Intelius Inc
Intelliverse
Ikea Systems
Interactive Card
Solutions
Inter-Atlantic Group
Intercash
Intercept EFT
Intergrated Printing
Solutions
Internet Capital Group
Inc
Intice Inc
Intuit
Iosue Associates
iovation
IP Commerce Inc
iPayments Forum
IPayments News
iPrepaid Inc
IPS
IPsmarx Technologies
Incorporated
iSend
iStockphoto
ISTS Worldwide Inc
ITC Financial Licenses
19
Alumni Companies
20
Larasan Pharmaceuitical
Corporation
LaSer Marketing &
Financial Services
Law Offices of Marilyn
D Barker
LawCash
LeagueSafe
LED Reps
Lee Equity Partners LLC
Lego Systems Inc
Leo Burnett
LexisNexis
Liberty Tax Services
Liberty Telecom
LifeNexus
LifeWork Search
Lighthouse1 LLC
Lightyear Capital
Management
Limited Brands
Consultant
Lindquist & Vennum LLP
Lithocard Card Inc
Living in Familiar
Environments
LivingSocial
LL Bean Inc
Loadlink Global
Loc Holdings
Locke Lord
London Potomac
Longitude Partners Inc
Loves Travel Stops &
Country Stores
Lowe’s
Loyalty 360
LST Financial
Lunex Telecom
Luottokunta
Lynk Capital
M&I Bank
M2 Financial
MacDill AFB
Macerich
MacFarlane Group
Machaen Enterprise Inc
Surety & Fidelity
Madison Performance
Group
Magnetic Ticket & Label
Corp
Majid Al Futaim JCB
Finance
Malibu Super Care Drugs
Manatt Phelps & Phillips
LLP
Mandarin Oriental Hotel
Group
Manipal Group
Maritz
Market Analyst
Marketing Innovators
MarketsandMarkets
Marks Baughan
Securities LLC
Marqeta Inc
Marriott International
Marshall & Ilsley Bank
Massage Envy
MasterCard
Matica Systems
Maui Jim Sunglasses
Maverick Capital
Maverick Network
Solutions
Maxwell Consultants
MB Financial Bank
mCash
McCoyz Graphics LLC
McDonalds Corporation
McGladrey
McKinsey and Company
Med A Card
Medagate Corporation
MediaWhiz
Meijer Stores Inc
Member Access Pacific
Mercadotecnia Ideas y
Tecnologia
Mercator Advisory Group
Merchant Money Tree
Merchant Processing
International Inc
Merchant Rewards
Network
Merchants Bank of
California
Merchants Express
Money Order Compa Inc
Mercury
Meridian Enterprises
Corporation
Meridian Loyalty
Solutions
Meridian Management
Group LLC
Meridian Technologies
Merrick Bank
Corporation
Meta Bank
Meta Payment Systems
Metavante Corporation
MetroPCS Wireless Inc
Metropolitan Card
Solutions
Metropolitan National
Bank
Mexican Payment
Systems SA de CV
Meyers Printing
mFoundry Inc
mFunds Global Payment
Solutions
MiCash Inc
MicroBilt Corporation
Microconnections FCI
Midax Inc
Midco Connections
Midland Paper Company
Mitek Systems
Mitsubishi Corporation
MJM Innovations
MKN Associates
MMI Group
Mobibucks
Mobile Clearinghouse
Network
MOCAPAY
Momentum Worldwide
Monadnock Paper Mills
Moneris Solutions
Monex Financial Group
Money Access
International
Money Solutions
MoneyCard Financial
MoneyGram
MoneyPass Network
Moneytree Inc
Monitise
Mooreland Partners
MoreMagic
Morgan Creek Capital
Management LLC
Morgan Stanley Smith
Barney
Mosaic Sales Solutions
Motion Products
MotivAction
MoviePass
MovieTickets.com
MPOWER Labs Inc
MRC
MRN projectprepaid
MSB Compliance inc
MT&L Card Products
MTC Peformance
NetSpend Corporation
Network Services
NetworkIP
New America Foundation
New Millennium Bank
New Shape Network
New York Times
Newcastle Building
Society
Newman Martin &
Buchan Limited
Nexagen USA
Nexcycle
NexEurope
NexisCard
Nexxo Financial
Corporation
Nfc Data
nFinanse
Nice N Easy Grocery
Shoppes Inc
Nike Inc
WHERE PREPAID MEETS
ALTERNATIVE
FINANCIAL
SERVICES
Muhlbauer Inc
MultifamilyPayments.
com
Murphy Oil USA
Musson Group of
Companies
m-Via
My Gift Card Kiosk
Nagengast & Associates
National City Bank
National Consumer Inc
National Gift Card
National Republic Bank
Chicago
National Restaurant
Association
Nationwide Insurance
NatureWorks LLC
Navigata
Communications
Navigation Capital
Partners
Navy Federal Credit
Union
NBC Telemundo
Discovery
Communications
NBPCA
NCR EasyPoint ATM
Neenah Paper
Nekommercheskoe
Partnerstvo Sodeystvie
Nelnet Business
Solutions
Neopay Ltd
Net1 Virtual Credit Card
Netmedia Services
NIS Inc
Nishe Technology
Nitecrest Ltd
Nobel
Nokia
North Hill Ventures LP
Northern Leasing
Systems Inc
Northrop Grumman
Corporation
NousInfo
Nova Information
Systems
Novantas
NovoPayment Inc
Now Prepay
NRT Technology Corp
NSR Petro Service
NTT Card Solution
NWCoast.com LLC
NX Systems
NY NJ HIFCA
NYCE Payments Network
LLC
NYCF LLC
Oak Brook Financial
Oberthur Technologies
Obopay Mobile Techology
India Inc
OC Tanner Company
ODW Logistics, Inc
Office of the Attorney
General
Office of the Comptroller
of the Currency
Oficina Corp
Ogloba
Ohana Companies
Omaha Steaks
International
Omnego Inc
On Line Strategies Inc
One 28 Marketing Group
One to One Marketing
Solutions
OneWest Bank
Online Resources
On-Line Strategies Inc
Online Training
Technologies
Open Pantry
Open Solutions
Opengate Technologies
Operation HOPE
OpSec
Opticard
Optimum Card Solutions
OptumHealth
Opus Software Solutions
OSI Restaurant Partners
Inc
OTI America
Our Dough Main
Outlier
Ovation Incentives
Oxford Properties Group
P2P Cash
Paccar Parts
PagaTodo
Palm Desert National
Bank
PanAm Payment
Systems Inc
Panera Bread Co
Papier Studio
Pappas Restaurants
Parago
Paragon Dynamix
Partner Advisors LLC
PassportCard/
DavidShield
Patton Boggs LLP
Paul Hastings Janofsky
& Walker LLP
Pay by Touch
Pay Center 1
Pay Mobile Technologies
Inc
Pay O Matic Corporation
Pay Plus Solutions Inc
Pay Teller
Pay Zone
Paybefore
Paycard Systems
PAYjr Inc
Payment Processing Inc
Paymentcard Services
Inc
Paymentez
Payments Research LLC
Paymo Inc
PayNearMe
Payomatic
Payoneer
PayPal
PayPerks
PayPilipinas
Paysafecard.com LTD
Paysis
PayTrue Solutions
Payza
PBM Graphics
peerTransfer
Pemco Technologies
Pentagon
People First
Peoples Card Services
Peoples Payment
Solutions
Peoples Trust
Pequot Capital
Management
Perfect Plastic Printing
Peripheral Dynamics Inc
Perk Street Financial
Perks.com
Personetics Technologies
Personix
Petra Solar
Petro Canada
Petronet SAPI de CV
PEX Card
Philadelphia Financial
Philip Morris USA
Philliou Selwanes
Partners
Phoenix Components
PictureItPostage
Pillsbury Winthrop Shaw
Pittman
Pilot Travel Centers
Piper Jaffray & Company
Pisces Capital Group
Pitney Bowes Inc
Pizza Hut
Planet Hollywood
Planet Payment
Plastag Holdings
Plastic Cash International
Plastic Jungle
Plastic Vault
Plastyc
Platinum Tel
Communications
PLS Financial
Plum Group
Plum Voice
PlumFare
Plus Net Marketing
Plutom Corporation
PMUSA
PNC Capital Advisors,
LLC
Pocket Communications
Point of Wealth Register
Polymath Consulting
Pom Solutions
Portico Capital Securities
POS Concepts Consulting
Postilion
Powell’s Books
Power2Process
Powerhouse Brands
Consulting
PPRO
Prairie Interactive
Messaging
Praxell Inc
PreCash Inc
Prelectric Energy
Premier Advantage
Marketing
Premier Bank
Premier Card Solutions
Prepaid Awards &
Emerging Payments
Award
Prepaid Card Services
Prepaid Consulting
Prepaid Group
International
Prepaid International
Forum
Prepaid Media
Prepaid Resources LLC
Prepaid Solutions
Prepaid Technologies
Prepaid Ventures
Prepay Solutions
Prepayd Wireless
Prestaciones Universales
SA de CV
Prestar Packaging
Pricetagpro.com
Primary Business
Services Inc
Primary Companies
Primary Innovations
Prime Factors Inc
Princeton Telecom
Print Processing
Industries
Processa
Production Services
Associates Inc
Profit Point
Progress Financial
Promerica
Pronet
ProPay Inc
Propco Marketing
Protective Draft Credit
Proteus
ProTrade
Providence College
PSA Prepay Services AG
PSCU Financial Services
PSD Consulting Inc
PULSE
PYMNTS.com
QC Holdings Inc
QIWI LTD
QNET Services
Qpay Inc
Quadagno & Associates
Inc
Qualcomm Inc
Quantum Loyalty
Systems
Quest Card Resources
Quest Diagnostics
Quetzal Management
Corporation
R&P Group
Racetrac Petroleum Inc
Raphaels Bank Ice PLC
Rapid Displays Inc
Rapid PayCard
RAZR Marketing
RBK Money
RBS Citizens
RBS Worldpay Inc
RDI Marketing Services
Reach Media
ITEX Corporation
ITS Financial
ItsPaid
iTunes
ItzCash Card Ltd
J & J Packaging
J A Fujita Consulting
Jackson Hewitt Tax
Service
Jaffe Raitt Heuer and
Weiss PC
Jaguar Capital Partners
Jambool Inc
Jane Thompson
FInancial Services
Javelin Strategy &
Research
JC Penney Company Inc
JDL Investments
JDSU
Jefferies LLC
Jet
Jiffy Lube
Jingit
JLL Partners
JMI Equity Fund
JMP Securities
JNR Inc
Jones Management
Services LLC
JP Morgan
JTS Communications
Jumio
Jump Downstream
Kabbage Inc
Kabira Technologies
Kaiku Finance LLC
KangoGift
KargoCard Group Ltd
Kearney Park
Investments
Keefe, Bruyette & Woods
Kendal King Group
Kern USA
Key Venture Partners
KeyBanc Capital Markets
KeyBank
Keystone Advisors Inc
KH Consultants
Kiboo LLC
Kinecta Federal Credit
Union
Kinsey Consulting
Services
Kiosk Information
Systems
Kobie Marketing
Kohls
Kount
KPMG LLP
Kroger Personal Finance
Krores
Kurz Transfer Products
LP
Kwedit Inc
Kwik Trip Inc
L & R Studios
La Curacao
Lafferty Group
Lands’ End
Lane Berry
Lange Graphics Inc
Alumni Companies
Ready Credit Corporation
Ready Financial
Ready Wireless
Reaf Marketing
Realpage Inc
RecargaX
Red Efectiva
Red Robin Gourmet
Burgers
Redetrel
RedGear Technologies
Redmond Cycle
RedWage
Redwood Hills Financial
Group
Reef Karson & Company
Refundo
Regal Entertainment
Group
Regis Salons Corporation
Reinvestment Partners
Relay
Remesas Quisqueyana
Inc
Renegade Marketing
Group
Rent A Center
Republic Bank of
Chicago
Reserve Bank of India
Resource Leasing
Company
Restaurant.com
Retail Gift Card
Association
Retail Italia SRL
Retailo
Rev Worldwide
Revolution Money Inc
RevTrax
RewardsNow Inc
RIA Financial Services
Richard Garfein &
Associates
Rixty
RK Incentives
RLJ Companies
Robert E Nolan Company
Robertson Marketing
RocketBux Mobile
Rogers Communications
Inc
Royal Bank of Canada
Royal Buying Group Inc
Royal Performance
Group
RS3 Solutions Inc
Russell Reynolds
Associates
Ruth’s Hospitality
Group Inc
Rymax Marketing
Services
SAFE Credit Union
Safeway
Sainsburys Ltd
Saks Fifth Avenue
Enterprises
Salans LLP
Sallie Mae Bank
Sam’s Club
Santander Cards
Saylent Technologies
Schreiner Group GmbH
& Co KG
Schulte Roth & Zabel
LLP
ScissorHands Inc
SCL Stanton Consultancy
Ltd
Score My Bills
Scotiabank Inverlat
SA
SE Giftcards Inc
Sears Holding Company
Seastone
Secure POS Vendor
Alliance
Secure Remote Payment
Council
SelectCore
SelfBank Mobile
Self-Service Networks
Selma Shell
Sembler Investments
Serent Capital
Serigraph Inc
ServeNation
Serverside Graphics
Servetek Engineering
Nigeria Ltd
Service1st Bank of
Nevada
ServiceMaster
Servitebca Peru
Set for Life Financial
SG Cowen
Shanahan and Associates
LLC
Shaw Industries Inc
Shazam
SHC Direct
Sheffield Brothers
Shell
Short Line Express
Market
SIA SSB
Sidley Austin LLP
Sightline Payments
SightSpan
Sigue Corp
Silicon Valley Bank
Silver Lake Partners
Simeks
Simon Property Group
Simple Finance
Simple LLC
SimpleTuition Inc
Sistemas Galileo Del Sur
Skepsu LLC
SKNA National Bank
St Kitts
Skybridge Marketing
Skylight Financial
SkyMall
Smart Button
Smart Destinations Inc
Smart Transfer
Smart Voucher Ltd
Smartbox
SmartClixx
SmarTech Solutions Inc
SmartyPig
SMBC
Smith Ozzie
Smythe & Associates
Socialarc
Sodexo Pass USA
Softek
Softgate Systems
Software Mag
Sola Fide Inc
Solutran
Sonoco Corrflex
Sony BMG
Source Media
Source One Direct
SouthernLINC Wireless
Southwest Airlines
Southwest Convenience
Stores LLC
Spa Week Media Group
Ltd
SpaFinder Wellness Inc
Speedee Mart
Speedway LLC
Speedy Cash Holdings
Corp
SpendSmart
SPi Global
Springbok Services
SSB Payment Systems
St Kitts Nevis Anguilla
National Bank
Staley Capital
Staples
Star Financial
STAR Network
Star Systems
Starbucks Coffee
Company
Starwood Hotels &
Resorts Worldwide Inc
Starz Encore Group
State Farm Bank
State of Florida Office of
the Attorney General
State of Michigan
Stephens
STI
Stinson
StoneEagle Services Inc
Stonehouse Marketing
Stop-N-Go
Stored Value Solutions
StoreFinancial
StorValue Card Solutions
LLC
Storyworks Media
StrataMark Dynamic
Solutions
Stripes
Structural Graphics Inc
Subway
Sumitomo Mitsui
Banking Corporation
Summit Partners
Suncor Energy Inc
Sunrise Banks
SunTrust Bank
Suomen PA Segenmark
Oy
Superior Tape & Label
Inc
SuperValu Inc
Susquehanna Growth
Equity LLC
Sustainable Cards LLC
Sutherland Global
Services
Sutton Bank
SVM LP
SVS
SWAGG-Qualcomm
Swift Prepaid Solutions
Inc
Swingbox
Swish Marketing
Sykes Enterprises
SYMMETREX
Time Inc
Synchology
Synovus
Systems & Methods Inc
T Chek Systems
T Mobile
TA Associates
Taco Bell
Tagg Wireless
Tal Card
TFG Card Solutions
T-Gaia Corporation
TGP Associates
The Alison Group
The Bancorp Bank
The Camera Tech Shop
The Capital Corporation
The Card Group Pty Ltd
The Cheesecake Factory
The Corporate Gift
Cards Inc
The Corporate
Marketplace
The Edgewater Funds
The Elite Reward Card
The Genius Card LLC
The Gift Card Centre Ltd
The Great-West Life
Assurance Company
The Green Sheet
Home Depot
The Hunt Group
MEET FIs
WHO ARE SHAPING THE
PAYMENTS INFRASTRUCTURE
Talent Tree
TALX Corporation
Tammy Wingate
TandemMoney LLC
Tantum Services
Target Corporation
Target Financial
Services
TARGUSinfo
Tarjetas del Noreste
Tarjetas Peruanas
Prepago
Tax Tree LLC
TBTI Inc
TC Development
T-Chek Systems
TCS Bank
TCV
Teabrick
Tebca Peru
Technology Crossover
Ventures
Tecnicard
Teleformix
TeleNet Services
International
TelisimoInternational
Tellera Commerce
Corporation
telSpace
Telstock
Tempo Payments
Teraco Inc
Tetco Stores
Texas Star Investments
Inc
The Ignition Network
The Incentive Research
Foundation
The Macaluso Group LLC
The Manna Group
The North West
Company
The Pantry Inc
The Payments Company
The Prepaid Press
The Rebate Company
LTD
The Reunion Group
The Rye Group LLC
The Spinx Company Inc
The Voucher Association
ThinkCash Inc
ThinkFinance Inc
Thomas H Lee Partners
LP
Thorntons, Inc.
TIAA CREF
TIBCO Software
Ticket Jones
Tim Hortons
Time Warner Cable
TIO Networks
TJX Incentive Sales Inc
TM Advertising
T-Mobile
TNS Smart Network Inc
TodoCash C A
Top Image Systems
Topcurve
TopGrading Solutions
Topps Company
Total Card
Touchdown Prepaid Ltd
TOUCHNET
TouchPoint Promotions
Toys R Us Inc
TracFone Wireless Inc
Trade Secret
Trandotcom Solutions
Transact Network Ltd
Transaction Labs
Transaction Wireless
Transamerica
TransCard
TransferTo
TransFirst
Transit Center
TransSend
TransUnion
Travel Tags Inc
TravelCenters of America
Travelex
Travelocity Incentives
Treasury Bureau of
Public Debt
Tri Plex Packaging
Corporation
Trident Capital LP
TriHealix
Truaxis
True Course Consulting
TSYS Inc
Tuition Management
Systems
Tully’s Coffee Corporation
Turkcell
Turkey Hill
TWCC
Two Sparrows Consulting
LLC
TxCore Inc
Tyburn Group Inc
Tyfone
U BANK
U Haul International
UB Ventures
Ubiquity Global Services
UCEN
UCLA
UK Gift Card & Voucher
Association
Ukash
Ultapay
UMB Bank
Unidos Financial Services
Unik
Unique Data Services
UniRush
United Pay Systems LLC
United States Public
Health Service
UnitedScrip Incorporated
Unity Promotions
Universal Air Travel
Plan Inc
Universal Orlando
University National Bank
University Subscription
Service
Univision
Unmarketing
Upromise Inc
UPS
Urban Trust Bank
US Bank
US Bank National
Association
US Bankcard Services
US Department of
Justice
US Department of the
Treasury
US Department of
Transportation Office of
Intelligence & Security
US Government
US Money Shops
US Navy
US Postal Service
US Treasury Department
USA ePay
UV Color Inc
V Banc Marketing
Vaiasoft
Valid USA
Valitor
Value Pay Services
Valutec
Vancity
Vantiv
VCG Consulting
Vehicle Administrative
Services
Velocity Fulfillment
Vendtek Systems Inc.
Venrock
Venvoip
Vera Bradley Designs
Verifone Inc
Verities Inc
Verizon Business
Versatile Card
Technology
Vesca Company
Vesdia
Vesta Corp
ViewSonic Corporation
Village Ventures
Vincento Payment
Solutions Ltd
VIP Gift
Virtual Automated
Technologies
Visa Inc
Visant Marketing
Services
Viscom International Inc
Vivaro Corporation
VIVotech Inc
Vmark
Voice Commerce
VoltDelta
Wachovia
WageWorks
Walgreens
Walmart
Walt Disney Company
Warburg Pincus
Waspit
Water Street Capital
Wave Crest
WBC Financial
WebBank
WebMoney
WellDyne Inc
Wells Fargo
Wellspring Consulting
International
WePay
West Virginia Division of
Banking
Western Graphics & Data
Western Refining Inc
Western Strategic
Advisors
Western Union
Westfield LLC
White Eagle Europe Plc
Whole Foods Market
WHSmith PLC
Wildfire Interactive Inc
Wilen Media
William Blair & Company
William Exline Inc
Williams Sonoma
Willowbrook Partners
LLC
Wilopen Products
Windclock Ventures
WindStreet Energy
WingCash
Winn Dixie Stores Inc
Winners Merchants
International LP
Wipit
Wipro Consulting
Wirecard Card Solutions
Ltd
WiredBenefits
Wireless Capital
Corporation
Wohlrab Consulting
Wolfe
World Cards de Mexico
World Data Incorporated
WorldPay US
Wrapp
Wright Express
Wyndham Worldwide
Xaristo Financial
Networks, Inc.
Xerox
XJM Financial
Xromb
Yalamanchili Americas
Inc
Yellow Cab Cooperative
Yo Its Me Inc
Yorkdale Mall
YouGift
Young America
Corporation
Z Card North America
Zappos.com
Ziftit
Zihexin
Ztar Mobile
21
The Exhibit Hall
The interactive
hub where
Business happens.
Meeting Rooms
Meeting Rooms
The Exhibit Hall serves as home base for companies and attendees during the APEX
experience. This is where you’ll find and meet with the latest technological solutions
and potential partners when you’re not in sessions. We’ve built 65+ partneringONE®
meeting rooms for attendees to use during all three days. You’ll hear from innovative
mobile app developers and tech-savvy companies on the Innovation Insights stage,
and you’ll be able to find your partners easily at their booths.
Meeting Rooms
Meeting Rooms
Cafe One
Inn
Innovation
IInsights
In
ns
Stage
922 823
Meeting Rooms
324 225
822 723
222 123
322 223
323
120
Meeting Rooms
918 819
717
617
916 817
912 813
618 519
118
417
316 217
3
416 317
117
616 517
812 713
712 613
910 811
810 711
710 611
908 809
808 709
708 609
to
General
Session
512 413
311
511
508 409
312 213
212 113
310 211
210 111
3
308
209
208 109
108
104
904 805
703
601
503
401
304 205
303
202 103
902 803
Exhibit Hall
Entrance
= SOLD
= Networking Area
= Meeting Rooms available
through partneringONE®
*Plan not drawn to scale
Exhibitor
Booth
Exhibitor
Booth
Exhibitor
Booth
Exhibitor
Booth
ABNote NA
617
CPI Card Group
311
InComm
503
Ripple
708
ACT
111
CSI
508
IPS
108
SCL
316
American Express
401
Cuallix
712
JET
212
Self-Service Networks
609
Americhip
317
Diamond Graphics
109
Kern
210
Source One Direct
312
Arroweye
113
eCredable
322
MasterCard
601
Stage
523
Better ATM Services
118
eGifter
302
MB Financial
709
Trefoil Tech
209
Caceht Financial
618
Enacomm
713
Mercury
803
Valid USA
409
Cafe One
323
FIS
303
Midco Connectinos
512
Vantiv
416
Card Marketing Services
223
Fiserv
202
MT&L
117
VoltDelta
213
Car Resource Group
209
GPS / MT&L
117
Nennah Paper
310
WaveCrest
304
Cardtronics
613
Gyft
208
Nexxo
203
Western Union
511
CashStar
324
i2c
417
ODW Logistics
211
RESERVED
103
Clutch
217
Idology
413
Paymaster Worldwide
517
RESERVED
703
Colourfast Printing
808
IDT
611
R&P Group
616
RESERVED
717
22
302 203
Sponsors & Exhibitors
Gold Sponsors
Silver Sponsors
Bronze Sponsors
Supporting Sponsors
Exhibitors
Everything we do for supporters
is customized for your strategy.
To
Sponsor:
Terri Sobol
646-895-7473
[email protected]
To
Exhibit:
Matt Middleton
646-616-7604
[email protected]
Alex Siegel
646-895-7348
[email protected]
EXHIBIT HALL HIGHLIGHTS:
Monday
1:00pmExhibit Hall Opens
3:00pmpartneringONE® Meetings
Start
Tuesday
8:30amBreakfast in the Hall
9:00ampartneringONE Meetings
Kick-Off
®
6:00pmCocktailsin the Hall
7:30pmExhibit Hall Closes
1:00pmStrolling-Lunch in the Hall
3:30pm
PM Break
6:00pmCocktails in the Hall
10:30am AM Break
Wednesday
8:30amBreakfast in the Hall
10:30amAM Break
9:00ampartneringONE® Meeting Start
1:00pm
Exhibit Hall Closes
23
MEETINGS at all payments expo
ti n
ee
M
Ki
os
ks
g
D
g
We’ve made it even easier to maximize your time at APEX: Our exclusive partneringONE®
technology gets you access to the profiles of all speakers and attendees so you can vet potential
partners and start booking meetings weeks before the show. And best of all – we schedule your
meetings for you in rooms we’ve reserved just for you.
ti n
ee
M
All Payments Expo impacts your Q1 in ways no other show can: With the entire ecosystem under
one roof, this is where potential strategic partnerships are solidified and you meet existing clients,
customers and partners.
es
k
See more details on page 4.
Private
Meeting Rooms
Partnering images © EBD GmbH
Raise Your Profile at THE RevenueGenerating Event of the Year.
Companies who sponsor All Payments Expo increase their business opportunities on-site and build their brand during a time
when the payments industry is flooded with new players.
Limited
Host Meetings to Maximize Time:
N EW
Showcase Your Tech Platforms in
Real-Time:
Book a private meeting room or brand a
partneringONE® meeting room right on the exhibit
hall floor to ensure you have a consistent place to
host meetings.
Make a splash with an onstage demonstration of
your mobile app or tech-driven platform to a captive
audience seeking new partners.
Enhance Your Brand Positioning:
Illustrate Your Expertise:
Showcase your company’s executive thought
leadership with a company presentation on the
exhibit hall stage. Share custom research with
attendees to take back to their office. Run a webinar
pre-event to procure leads and notify attendees of
your expertise.
Nothing beats in-person interaction when you’re
going after new business. We give you everything
you need to start calculating your ROI before you
even arrive, with tools to help you book meetings
with the most relevant companies, marketing preevent, and customizable, private functions for
your VIPs.
RESERVE YOUR SPOT TODAY TO SECURE THE BEST OPTIONS TO CUSTOMIZE YOUR EXPERIENCE
To Sponsor:
Terri Sobol
646-895-7473
[email protected]
To Exhibit:
Matt Middleton
646-616-7604
[email protected]
Alex Siegel
646-895-7348
[email protected]
Media Partners
Supporting Associations:
24
Use your booth to engage with attendees, who will
be flooding the area for meetings all-day. Secure
prime placement of signage and nontraditional
creative approaches to onsite branding to help your
company stand out.
Find New Prospects:
Administrative Details
3
Easy Ways
to Register
Call:
888.670.8200 or
+1 941.554.3500 (Int’l)
Email:
[email protected]
Online:
Register early and Save!
Retail*
Standard
Register by Dec. 6, 2013
$995
$1,595
Register by Jan. 10, 2014
$1,095
$1,895
Register by Jan. 31, 2014
$1,295
$2,095
Register after Jan. 31, 2014
$1,495
$2,295
* Retail Rate: To be considered a Retailer, a company must have a brick and mortar and/or online business at which physical goods/merchandise/services can be purchased. The
business must run its own closed-loop prepaid card program, but must not sell prepaid cards exclusively. To qualify for the retail rate, you must be a direct employee of the business;
outside consultants representing the business do not apply. Banks and financial service companies do not qualify for this discount. All requests are subject to IIR approval.
Group Discounts Available
Please contact Michael Moriarty at +1 646.895.7412 for details. No two discounts can be combined.
SEND YOUR TEAM TO MAXIMIZE SAVINGS
Your
Bring
and
Team
Save!
APEX was built for cross-functional teams to get business done and participate in idea exchanges. With so many stakeholders standing to gain from
payments innovation, representatives from consumer, B2B, digital, marketing and transaction services all have business to conduct at APEX.
Send a team to get more business done and secure the maximum number of meetings. Group discounts are available. Please contact Michael Moriarty at +1646-895-7412 for full details. No two discounts can be combined.
Fee
The standard fee for attending IIR’s All Payments Expo is outlined on the
registration form. This includes the luncheon and refreshments, and the
conference documentation and materials submitted by the speakers. You may
enclose payment with your registration or we will send an invoice. Payment
is due within 30 days of registering. If registering within 30 days of the event,
payment is due immediately. Payments can be made by check, Visa, MasterCard,
Discover, Diners Club or American Express. Please make all checks payable
to the “Institute for International Research, Inc.” and write the name of the
delegate(s) on the face of the check, as well as our reference code: U2748.
If payment has not been received prior to registration the morning of the
conference, a credit card hold will be required.
Dates and Venue
March 3-5, 2014
The Mirage Hotel & Casino
3400 S Las Vegas Blvd
Las Vegas, NV 89109
Accommodations
A block of rooms will be held for a limited period of time at The Mirage Hotel
& Casino. Reservations can be made directly with the venue by calling
800-627-6667.
The room rate is $199 per night, and is valid until January 30, 2014 or until
sold out. Mention group code “APEX” when making reservations to receive the
discounted rate.
Cancellation Policy
If you need to make any changes or have any questions, please feel free to
contact us via email at [email protected]. Cancellations must be in writing and
must be received by IIR prior to 10 business days before the start of the event.
Upon receipt of a timely cancellation notice, IIR will issue a credit voucher for the
full amount of your payment, which may be applied towards registration fees at
any future IIR event held within 6 months after issuance (the “Expiration Date”).
All credit vouchers shall automatically expire on the Expiration Date and shall
thereupon become void. In lieu of issuance of a credit voucher, at your request,
IIR will issue a refund less a $395 processing fee per registration. Registrants
are advised that no credit vouchers or refunds will be issued for cancellations
received less than ten business days prior to start of the event, including
cancellations due to weather or other causes beyond the Registrant’s control.
IIR therefore recommends that registrants allow for unexpected delays in making
travel plans. Substitutions are welcome at any time.
If for any reason IIR decides to cancel this conference, IIR accepts no
responsibility for covering airfare, hotel or other costs incurred by registrants,
including delegates, sponsors, speakers and guests.
Due to unforeseen circumstances, the program may change and IIR reserves the
right to alter the venue and/or speakers.
Documentation Order
If you are unable to attend the program, or would simply like to order additional
sets of documentation for your colleagues, they are available for $395 per set,
including taxes. Please contact customer service at +1 941.554.3500 to order.
The documentation is available two weeks after the conference takes place.
CREDIT CARD PAYMENT ONLY.
Auxiliary Aid
Any disabled individual desiring an auxiliary aid for this conference should
notify IIR at least 3 weeks prior to the conference in writing by faxing
+1 (212) 661-6045.
Complaint Resolution Policy
For more information regarding administrative policies such as complaint and
refund, please contact our offices at (888) 670-8200 or +1 (941) 951-7885.
Incorrect Mailing Information:
If you are receiving multiple mailings, have updated information or would
like to be removed from our database, please contact our database team at
+1 646.895.7417. Please keep in mind that amendments can take up to
6 weeks.
U2748
25
Institute for International Research
708 Third Ave
New York, NY 10017
NEW!
Formerly
Expanded universe. More meetings. New partnerships. Build New business.
Andy O’Dell, Co-Founder, Clutch • Chris Larsen, CEO, Ripple Labs • Ed Labry, Vice Chairman, First Data • Fred Brothers, Executive Vice President, Chief Innovation Officer,
FIS • Steve Ely, CEO, eCredable • Shawn Budde, CRO, ZestFinance • Arjan Schütte, Founder and Managing Partner, Core Innovation Capital • Marilyn Bochicchio,
CEO, Paybefore • Loraine DeBonis, Editor-in-Chief, Paybefore • Alex Sion, President, Moven • Sharmis Karkal, CFO and Co-Founder, Simple • Jeff Lewis, VP and GM,
Financial Services, InComm
• Dan Schatt, Former GM of
Financial Innovation, PayPal
• Sriram Subramanian, Cofounder
& CEO, ShoppinPal • David
Thompson, EVP, Global Operations
and
Chief
Information
Officer, Western Union • Rob
Marketing, LaQuinta Inns &
Taylor, Director, Relationship
Suites • Ben Milne, Founder
and CEO, Dwolla • Matt Harris,
Managing Director, Bain
Capital Ventures • Dave Vockell,
Affirm, Inc. • Rory Golod, VP
of Business Development, Fancy
• Catherine Tabor, CEO,
Sparkfly • Caroline Van Sickle,
CEO, Primp • Thomas
Cornelius, SVP, In-Store Solutions,
InComm • Lee Manfred,
Principal, First Annapolis • Steve
Evans, Senior Business
Leader,
Visa
Government
March 3-5, 2014
Prepaid • Ellen Golombek,
Executive Director, Department of
The Mirage • Las Vegas
Labor, Colorado • Anthony
Peculic, Senior Director, Product
Management, ADP • Jayne Stegemiller, Associate Marketing Manager, Cracker Barrel • Mike DiLorenzo, VP of Audience Development, Rue La La • Sourav Bhuyan, User
Experience Research, Guitar Center • Chuck Rouse, Founder and Chief Architect, Card Compliant • Phil Robin, VP of Retail Payments, BB&T Bank • Ajay Mookerjee, Founder,
Offshore Analytics • Lauren Saunders, Managing Attorney, National Consumer Law Center • Jacob DuMez, Payroll Program Manager, CurrenC SF • Cathy Beyda, Counsel,
Paul Hastings, LLP • Matt Davies, Executive Director, Gift Card Network • Martha Weaver, Marketing Manager, Travel Tags • Andrew Wilmot, CEO, Gifted2You • Greg
Thompson, Corporate Incentive Manager, Bass Pro Shops • Erin Wood, Card Program Director, Subway • John Dwyer, Regional Sales Manager, CPI Card Group • Brian
Dunne, President, Incentive Marketing Association • Mark Putman, SVP, First Data Prepaid Solutions • Mark Roberts, National Accounts, Careington • Dan Schuyler,
Director of Exchange Technology, Leavitt Partners • Michael McShea, Vice President, Product Management, Contact Solutions • Nick Maynard, Director of Innovation, D2D •
…and more from MasterCard, American Express, FinCEN, CFPB, Vantiv
Gold Sponsors
Silver Sponsors
Bronze Sponsors
Supporting Sponsors
Exhibitors

Meet - IIR USA

Transcription

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