Corporate & End-User Perspectives Track

Corporate & End-User Perspectives Track

At the end of the day, it’s all about the customer. Content focuses on their experiences and needs, and the solutions and business practices to help them succeed.

 

B2B Payments in the Long Tail

Corporate & End User Perspectives | Intermediate
 
Businesses are challenged with transitioning the long-tail suppliers within their supply chain to electronic payments. The priority for businesses is often to enable the suppliers with which they do the bulk of their businesses. However, the long tail represents an opportunity to unlock significant additional B2B payments processing efficiency with the right set of tools. Hear from members of the Business Payments Coalition Vendor Forum as they tackle the issues businesses have enabling long-tail suppliers with electronic invoice solutions, electronic payments methods, and remittance information delivery and applications.
 
Guy Berg
VP, Payments, Standards & Outreach Group, Federal Reserve Bank of Minneapolis
 
Christopher Clausen
Director, North American Payments & Transactional Solutions, Deluxe Corporation
 
Michael Jasper
Director, Network & Financing Services, Americas & APAC, Basware, Inc.

Embracing Local Currency Payables for Cross Border Suppliers

Corporate & End User Perspectives | Advanced
 
Through the use of a global banking partner, companies have the ability to enable strong savings opportunities by transitioning to a local currency payments strategy. This session identifies key activities that will allow companies to analyze existing payments flows and create a systematic process to reduce costs. Attendees learn about the benefits of evaluating a same-currency, cross-border strategy and transitioning to a cross currency solution. One corporate discusses the necessary steps needed to implement internal changes and how to best gain the buy-in from payees.
 
Douglas Houser
Head of Global Cross Currency Solutions, Bank of America Merrill Lynch
 
David Tao
Treasury Manager, Uber

How a Utility Company Powered Up with Payment Validation

Corporate & End User Perspectives | Intermediate
 
As check use declines in the U.S., more consumers rely on the ease and convenience of ACH transactions to pay for their monthly gas, electric, and water service. Utility companies appreciate these fast, electronic receivables, but also face persistent fraud attempts and ACH processing challenges. In particular, unauthorized, insufficient funds (NSFs) and administrative returns can create headaches for these high-volume, recurring billers. Find out from a large utility how to reduce inaccurate banking data entry and costs, improve customers' experience, and simplify processes for their Customer Service Representatives.
 
Patrick Naples
Manager Operations, Customer Payment Processing, PSE&G
 
Beth Probst
Vice President, Wells Fargo

New Delivery Channel for Remote Cash Capture

Corporate & End User Perspectives | Intermediate
 
Smart Safe solutions are a proven retail cash management solution historically, provided by big armored companies in partnership with financial institutions.  Yet financial institutions have been moving away from Smart Safe programs managed by third parties so they could develop and deploy a bank facing and managed Smart Safe product for their clients. Attendees gain an understanding on how a financial institution could justify a smart safe program, why they would want to be in business, and how vendors are developing programs to change the market.
 
Erika R. Miller
District Manager, Goodwill Industries of Michiana, Inc.
 
Andrea D. Smiddy-Schlagel, AAP, CTP
Vice President, Treasury Services Division Head, 1st Source Bank
 
Patrick E. Smith
Director of Sales, Remote Cash Capture, Superior Press, Inc.

Payments: It’s All About the Data

Corporate & End User Perspectives | Intermediate
 
New innovation in payments networks and payments processing is making it easier for businesses to focus on efficient payment execution. However, regardless of payment type, the required data collected for payments is relatively underutilized. To take advantage of future innovations, financial institutions and their clients need to become more data-centric enterprises that take advantage of new advanced analytics capabilities. Attendees learn how financial institutions and their clients can leverage payments information and advanced data technologies to transform business as usual.
 
Ed Barrie
Director , Treasury, Tableau Software
 
Colin Kerr, CTP
Director Digital Channels, Bank of America Merrill Lynch

Practical Perspectives on ISO 20022 Adoption

Corporate & End User Perspectives | Advanced
 
High value, low value and real-time payments systems from around the world are adopting ISO 20022, just as many large multinational corporations are seeking to do the same to better enable transactional banking across all geographies. In the U.S., Fedwire is planning to move to ISO 20022, NACHA has addressed various aspects of the standard in relation to ACH payments, notably remittance information and corporate payment operations using ISO 20022 and a new U.S. real-time payments system developed by The Clearing House goes live this year with ISO 20022 as its messaging standards. This panel provides insight into ISO 20022 adoption based on experiences in the European, U.S. and Canadian markets.
 
Tricia Balfe
Vice President Services, XMLdation Ltd.
 
Roy DeCicco
Managing Director, Network Management, J.P. Morgan
 
Frank Keller
Principal, Innovation, Payments Canada
 
Jarkko Leppalahti
CEO, XMLdation Ltd.
 
Leisa E Millier
Vice President Global Transaction Banking, TD Securities
 
Eric Witt
Senior Director, Global Treasury Systems, United Technologies

Real-Life Improvements in Corporate Electronic Payments

Corporate & End User Perspectives | Intermediate
 
The payments landscape is becoming more complex every day, with new payment types, channels, and disruption from all directions. Learn how corporations reduced the complexity of electronic payments and cash reporting for domestic and international payments by implementing the ISO 20022 standard. By adopting standard processes, they saw efficiencies, productivity improvements and cost savings.  Learn about best practices and lessons learned from their experiences, as well as new areas that ISO 20022 is being applied to in the U.S.
 
Ed Barrie
Director, Treasury, Tableau Software
 
Guy Berg
VP, Payments, Standards & Outreach Group, Federal Reserve Bank of Minneapolis
 
Rich Urban
President, IFX Forum, Inc.

Shake It Up: When & How to Redesign Your Payments Experience

Corporate & End User Perspectives | Intermediate
 
Because the majority of consumers want frictionless payments experiences, ONE Gas Inc. transformed its company for both customers and staff. During this session, attendees explore ONE Gas' change to become a new centralized experience that allows it to accept payments anytime and anywhere. Attendees also receive an exclusive look at new research on how and when corporate executives plan to adopt new payment methods - such as using APIs or the cloud. Ultimately, attendees walk away with tangible ideas on how to tackle the biggest problems they face with their payment experience.
 
Eddie Garcia
Director, Division Customer Service, ONE Gas, Inc.
 
Marc Sczesnak
Director, Product Manager, ACI Worldwide

 

The Changing Dynamics of Payments Fraud
Corporate & End User Perspectives | Intermediate
 
Payments fraud has unfortunately increased to unprecedented levels the past few years. And the only certain thing about it is its changing nature. This session highlights the latest trends based on the all-new AFP Payments Fraud and Control Survey, and provides insights to what is happening in this field. This presentation shows how payments fraud has evolved over time, especially exposing how business email compromise scams quickly became a dominant factor. Attendees learn how protective measures and tools are being leveraged to help deal with payments fraud.
 
Carl Magnus Carlsson
Manager, Treasury & Payments, Association for Financial Professionals
 
Sarah Schaus
Assistant Treasurer & AVP, Allianz Life Insurance Company

The Future of Corporate Banking

Corporate & End User Perspectives | Advanced
 
As the role of corporate treasurers continues to become more strategic, financial institutions rely on new digital technologies to evolve their cash management and treasury services. Advances in API banking, distributed ledger technologies, cloud computing, automation, and machine intelligence play a role in the future of corporate banking. How will banking technology support the work of the corporate treasurer? What constitutes an optimal corporate-user experience? Industry experts discuss new innovations, best practices, and practical considerations for financial institutions to meet the needs of their corporate customers.
 
Sarah T. Billings
Managing Director, Head of Global Payments & Deposit Platforms, Bank of America Merrill Lynch
 
Wendy Conley
Head of Cash Management, Finastra
 
Mary Ann Francis
Executive Business Advisor, Global Treasury, Payments & Blockchain Solutions, Wipro, LTD
 
Kim Sipes, CTP
Director, Treasury, Duke Energy

The Power of ACH: Transforming Business by Lowering Costs & Adding Efficiency

Corporate & End User Perspectives | Intermediate
 
GateHouse had a problem: Many of its advertisers had chosen to pay with credit cards, driving up the company's payment processing costs. GateHouse made a decision to discontinue accepting credit cards from its monthly advertisers. Because each division of GateHouse and its publications work with a number of financial Institutions, implementation would be cumbersome, time consuming and far too costly. GateHouse selected a bank agnostic online billing and payments solution, which was implemented in 90 days, and allowed advertisers to pay online with ACH, creating an opportunity for real-time payments. Learn how GateHouse selected and implemented a solution that has since lowered its processing costs.
William Manes
Chief Strategy Officer, Transactis, Inc.
 
Betty Tudisco
Treasury Manager, GateHouse Media

The Tipping Point in Payments: A Corporate Perspective

Corporate & End User Perspectives | Intermediate
 
On its way to a tipping point, the U.S. payments system has undergone many "small" movements since the 2007 financial crises -- including Same Day ACH, real-time payments, instant account enrollment, and mobile authentication. With only 33 percent of today's millennials using credit cards, many consumers also prefer to transact from their bank accounts. Corporates examine the impact of these new innovations in their ecosystems and how technology is improving the payment experience for their users. Panelists debate the stickiness of recent innovations to drive a contagious movement or if additional small movements are necessary to reach a tipping point in payments.
 
Ed Mock
Co-Founder, EVP, Product & Innovation, Dosh, LLC
 
Shawn Princell
President, Cash Flow Solutions, Inc.
 
Barbara Quiroga
Director, Cash Operations, Delta Air Lines, Inc.

Two Sides of the Same Coin: Integrated Payables & Receivables

Corporate & End User Perspectives | Intermediate
 
Payable and receivable functions are two sides of the same coin that feed into maximizing working capital for the company. Yet, for businesses, it is time to integrate these common, but often separate functions, to offer the most efficient methods of maximizing working capital. Experts discuss how integration between payables and receivables can benefit larger business customers, satisfy metadata needs, and provide faster access to working capital reserves.
 
Chad Avers
VP, Fiserv

What Corporations Expect from Real-Time Payments

Corporate & End User Perspectives | Intermediate
 
Corporate practitioners share their views on the capabilities and value of The Clearing House’s new Real-Time Payments (RTP) platform, the first new payments rail to be developed in the U.S. in over 40 years. Panelists discuss the problems they currently experience when making, receiving and posting payments; elaborate on how RTP’s payment and messaging capabilities would help to address these pain points; and identify potential solutions the new payment channel could enable for financial institutions. Panelists provide attendees with a checklist for financial institutions and fintechs to keep in ind when designing new solutions for the RTP to ensure they provide tangible value to businesses.
 
Jim Colassano
SVP, Product Development & Strategy, The Clearing House
 
Charles Ellert
Head of Payments Strategy, Verizon
 
Shawn Princell
President, Cash Flow Solutions, Inc.
 

Session details are subject to change.