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.

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Corporate Banking Technology Trends

Corporate & End User Perspectives | Intermediate

According to Oliver Wyman, technology has grown to become 15–20 percent of the wholesale banking cost base. But the $30 billion spent covers all core business functions and support areas, with limited funds left over for other solutions, making understanding the trends affecting corporate banking and  targeted decisions critical. The session highlights 10 trends, grouped into three themes: achieving digital and omnichannel ambitions, exploiting innovation and fintech, and executing legacy and ecosystem transformation.

Questions answered by this session:
1. What trends are most profoundly affecting corporate banking today? 
2. What are the next best actions for financial institutions and their technology partners?

Patricia Hines, CTP
Senior Analyst, Celent


Corporate Journey to Real Time

Corporate & End User Perspectives | Intermediate

For the first time in 40 years, corporates have a huge opportunity to rethink the way they make and receive payments. This opportunity comes across both in terms of shifting from massive amounts of data and in reworking the back office for efficiency. Hear from leaders on how they are using faster payments to transform themselves in an industry embracing the need for payment speed.

Questions answered by this session:
1. How do corporates adapt the business case for Real Time Payments?
2. What are the barriers to the corporate journey?

Kevin Curran
Director - Client Solutions, IQVIA

Ed Kelley
Vice President of Financial Institutions, Transcard

Kenneth Tirpack, CPA, CTP
Senior Consultant Treasury, Nationwide

Moderated by: Gene Neyer
Executive Advisor, Payments, Icon Solutions


Faster Payments for a Faster World

Corporate & End User Perspectives | Intermediate

In today’s digital economy, the speed and complexity of doing business is increasing as businesses look for more innovative payment solutions. Faster payments are at the center of this digital revolution and the U.S. market has seen a recent increase in the development of innovative payment products. In this session, speakers discuss the transformative impact immediate payments will have on the future of payments and how it opens the door for innovative business solutions.

Questions answered by this session:
1.  What does Uber consider to be current pain points and the perceived value of immediate payments?
2. What are some lessons learned from real-time payments implementation from the FI perspective?

David Tao
Senior Treasury Manager, Uber

Colleen Taylor, CCM, NASD
EVP, New Payments, Mastercard

Christopher Ward, CCM
EVP, Head of Product Management and Operations, Treasury Management, PNC


How American Greetings Used AI to Move to Electronic Formats

Corporate & End User Perspectives | Intermediate

American Greetings receives more than 66,000 payments per year, with an average of 160 lines per remittance. This huge volume dragged down their systems with slow response time and increased reporting issues. To add to the complexity, their business model offers highly customized pricing and discounting options for customers, creating high probabilities for payment variances. Using technology driven by artificial intelligence, American Greetings has moved more customers to electronic formats and automated their cash application operations to achieve invoice matching in excess of more than 95 percent straight-through processing. Learn from their experiences and share your own in this interactive session.

Questions answered by this session:
1. How can AI quickly and accurately process large volumes of complex invoices with many deductions? 
2. Can invoice matching in excess of 95+ percent straight-through processing?

Lauren Kennedy
Financial Services, American Greetings


Integrated Receivables: How MSC Industrial Supply Realized its Benefits

Corporate & End User Perspectives | Intermediate

MSC Industrial Supply implemented an integrated receivables solution two years ago and has seen many benefits with streamlining their receivables processing. This session highlights the pain points MSC was attempting to solve and how implementation helped them achieve a streamlined receivables process. Speakers discuss the pros and cons of embarking on such a project, the roadblocks they faced and the successes they have experienced. Attendees leave the session with an understanding of how receivables automation has evolved, with fintechs taking a larger role and partnerships with financial institutions to help corporations improve receivables overall.

Questions answered by this session:
1. What are the benefits of implementing Integrated Receivables?
 2. How can Financial Institutions work with Corporates to add value with a streamlined receivables process?

Lucy Diasio
Group Product Manager, Integrated Receivables & E-Payments, U.S. Bank


Leaving Paper Payments Behind: Tips from the Corporate Perspective

Corporate & End User Perspectives | Intermediate

With billions of paper checks continuing to be issued in the U.S. each year, corporates are looking for innovative, cost-effective, secure and creative ways to “shred” the number of paper payments within their own organizations. Join speakers for a unique opportunity to hear ideas, hits and misses from two organizations leading efforts in developing a means to reduce the burden of paper in their payables and receivables processes.

Questions answered by this session:
1. Is there an instant cure for the paper blues?
2. How can modernization efforts in the industry assist you in developing a smarter payments initiative in your own organization?

EdaBeth Brown
Assistant Vice President, AT&T

Steven DeLutri
VP/MD & Assistant Treasurer, OneMain Financial

Julie Offen
Vice President, J.P. Morgan


Modern Techniques to Digitize A/R & A/P

Corporate & End User Perspectives | Intermediate

While many organizations struggle to keep pace with digital payment innovation, others are reinventing their customer experience and improving their bottom line by leveraging emerging digital solutions across accounts payables (A/P) and receivables (A/R). In this session, speakers explore the latest emerging trends and innovations, and share firsthand experiences of how one of the world’s largest multinational insurance corporations is enhancing their client experience, managing cyber risk and improving their bottom line by leveraging digital solutions across their organization.


Questions answered by this session:
1. How have some organizations implemented digital tools to improve their AP & AR processes?
2. How can emerging digital trends such as AI and Machine Learning impact your organization?

Tom Lenahan
Assistant Director - Treasury, AIG

Andrew Stache, AAP
Executive Director – Payables & Receivables Digital Channels, J.P. Morgan


Operational Impact of Faster Disbursements

Corporate & End User Perspectives | Advanced

82 percent of corporates expect faster payments to save them money. But launching a new faster payment type can be a dream or nightmare for your operations team. Using case studies from early movers of sending funds faster to consumers, learn what makes launching faster disbursement options a boon to your operational efficiency. See how to reduce calls, prevent complaints, and save staff time while meeting consumers’ need for speed.

Questions answered by this session:
1. To what extent will there be a merging of payment types and infrastructure?
2. What new business models are on the horizon?

Steve Everett
Director, PayPal

Eric Foust
Sr. Director, Product Management, Early Warning

Keith Gray
Vice President, The Clearing House

Moderated by: Mahala Johnson
Director of Product Management, ACI Worldwide


Optimizing Smarter Payments Globally

Corporate & End User Perspectives | Intermediate

Practitioners share how they have optimized global payments in a seamless fashion, utilizing best practice solutions specific to their customer requirements. Leveraging ISO 20022, faster payments, as well as payment smart routing and optimization, the ability to move quickly and decisively to deliver based on demand is imperative in today's environment. Speakers address how leveraging various tools have shifted their objectives to meet and exceed expectations.

Questions answered by this session:
1. How can consolidation of payment formatting via ISO enable more expeditious global payment deployment for the parties involved?
2. What are some best practice solutions that demonstrate how A.I. is playing a greater role in reducing friction for paymen

Rene Pelegero
Chief Operating Officer, RPGC

David Tao
Senior Manager, Treasury, UBER

Moderated by: Steven Bernstein
Executive Director, J.P. Morgan


Payment Assurance in a World of Faster Payments

Corporate & End User Perspectives | Intermediate

The benefits of faster payments, richer messages, and tokenized identities are clear – improved operational efficiencies and security across A/P, A/R and Treasury, new business models and better customer experiences. Yet one of the critical concerns for corporates is the security and assurance of financial transactions. At this session, attendees learn about some of these emerging solutions focused on better authentication of customer identities and account data at onboarding, verifying account status before processing high risk transactions, and leveraging nonpayment data sets to improve payment assurance.

Questions answered by this session:
1. How do you measure the risk of newly on-boarded customers as it relates to their identity and account data?
2.  Does  payment account belong to the intended payee?

Chris Chazin
Director, Head of Emerging Payments and Receivables Products, Citi Treasury and Trade Solutions

Nikhil Nampalli
Senior Vice President, Citi Treasury and Trade Solutions


TechFin is the New Fintech: Improving B2B Customer Experiences from the Inside-Out

Corporate & End User Perspectives | Advanced

Great customer experiences created by Amazon, Lyft and Apple have changed all of our expectations about what constitutes a successful shopping trip, cab ride or training run. Meanwhile, Teach-in firms that are not yet household names are helping financial institutions update and upgrade the experiences that they deliver to their valued business clients. Panelists share real-world examples of how Teach-in has been creatively applied to advance the ability of financial institutions to build better platforms and apply machine learning to business customers' interactions, including reinventing enrollment and AI innovations that remove friction and strengthen security and confidence.

Questions answered by this session:
1. How are financial institutions and companies  partnering with techfin firms to delight business customers?
2. What is the future of financial services and how will the evolution of B2B services become a story of successful techfin partnerships?

Jason Carone, AAP, APRP, CTP
Product Management Director, Silicon Valley Bank

Jane Hennessy
G2 Web Services Consultant, G2 Web Services

Moderated by: Colleen Lindow, CCM, CAMS
VP, Strategic Partnerships, Bill.com


The Impact of IVR on Call Center Volumes

Corporate & End User Perspectives | Intermediate

Customer service can make or break a company’s success, so it comes as no surprise that it is an important focus for every growing business. Axia, an independent physician practice, was experiencing issues with the volume of inquiries to its call center. Learn how it implemented an electronic billing and payment system along with an interactive voice response (IVR) service  to redirect calls related to making payments from the call center to the automated system.

Questions answered by this session:
1. What is the value of a multichannel offering to get customers to view and pay bills 2. What has been the positive impact of a quality IVR on call center resources?

Kari Rolph
Vice President, Relationship Management, Transactis

Michelle Warfel
Vice President, Treasury Management Sales Officer, TD Bank


The Persistence of Cash in the Less-Cash Environment

Corporate & End User Perspectives | Intermediate
 

In this session, attendees gain insight into new Federal Reserve research on consumer use of cash, the implications of changes in consumer behavior for financial institutions and retailers, and the risks associated with a “less-cash,” as opposed to a “cashless,” economy. Panelists describe how their institutions are balancing the need to make strategic investments in cash handling with relentless pressure to minimize business line costs. 


Questions answered by this session:
1. What are the implications of changes in cash use and handling practices at the consumer, retail, and financial institution levels?
2. What are the trade-offs between managing cash costs, investing in more sophisticated handling capabilities, and achieving payment system resiliency?

Amy Burr
Vice President, Federal Reserve System Cash Product Office

Shellie Crandall
Senior Vice President, Product Development, G4S

Anthony Gerevics
Managing Director, J.P. Morgan