September 9, 2015

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9:00 am – 5:00 pm | EFTA Board Meeting (Board Members only)

2:00pm – 4:30pm | Financial Institutions Workshop

Recent Developments in Bitcoin, ATM and Mobile Compliance

Get training from legal experts that would normally cost hundreds of dollars per hour. In this workshop, we’ll cover must-know issues when it comes to compliance.

Kathleen Scott advises foreign and domestic banks and other financial institutions on a broad range of federal and state regulatory issues affecting all their operations and interacts routinely with federal and state banking regulators.

Andrew Beal is frequent speaker on virtual currency related topics and over the last year has educated members of the banking and compliance communities on Bitcoin and blockchain technology.

Jack Milford Ford has been a practicing lawyer for over 35 years. He has closed over 100 acquisitions, formed over 100 business entities and has extensive knowledge and expertise in all matters regarding the ATM industry.

  • Andrew Beal | Associate | Crowley Corporate Attorneys
  • Jack Milford Ford | Attorney | JMFord Law
  • Kathleen A. Scott | Sr. Counsel | Norton Rose Fulbright
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There is a separate $395 fee for this workshop. You can sign up for it when you register for the Summit.

3:00 pm – 5:00 pm | ATMIA USA Board Meeting

5:00 pm – 6:30 pm | Welcome Reception

Join us on opening night for cocktails and hors d’oeuvres. This is a great opportunity to meet some of our speakers, sponsors and your fellow attendees.

September 10, 2015

7:30am – 8:30am | Breakfast

8:30am – 8:40am | Opening Remarks

  • Tom Harper | President & CEO | Networld Media Group
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8:40am – 9:40am | Keynote Presentation

The Future of Payments

Andrew Tarver is known for challenging the thinking of financial leaders. He will realign our assumptions on the future of payments, ATMs, cash, mobile and banking. Andrew will address:

  • How disruptive technologies, such as artificial intelligence, will change financial services and the broader world
  • How the changing customer habits and the people revolution will change interactions with financial services institutions
  • The importance of exponential thinking
  • The impact of this change on your organization and you personally
  • Andrew Tarver | Founder | BOLDROCKET
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9:40am – 10:40am | Panel Session

State of the Industry: Bitcoin, Apple Pay, Android Pay and ATMs

This lively debate will be sure to elicit audience involvement. You will hear the pros and cons of Apple Pay, Android Pay, Bitcoin and other new technologies, including what works, what’s failed, and how ATMs will be affected.

  • Michael Lee | CEO | ATMIA
  • Daniel Littman | Senior Payments Research Consultant | Federal Reserve Bank of Cleveland
  • Paul Vigna | Co-Author | The Age of Cryptocurrency
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  • Sponsored by SHAZAM
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10:40am – 11:00am | Refreshment Break

11:00am – 11:40am | Tech Demo Lab

Catch demonstrations of exciting new technologies in the financial services industry.

11:45am – 12:30pm | Panel Session

Mobile Tech Issues & Trends

A look at the top trends in mobile tech, M&A, security and new products around the globe.

  • Lito Villanueva | VP, Financial Innovations, Digital Inclusion & Alliances | Voyager Innovations
  • Moderator: Michelle Evans MacLachlan | Snr Analyst, Consumer Finance | Euromonitor International
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12:30pm – 1:30pm | Lunch

1:30pm – 2:10pm | Tech Demo Lab

Catch demonstrations of exciting new technologies in the financial services industry.

2:10pm – 2:30pm | Refreshment Break

2:30pm – 3:30pm | Audience Survey

Cash and Mobile Trends: Real-time Audience Interaction

The audience becomes the panel during this experimental new session format! In this room-sized roundtable discussion, you can share your own mobile/ATM plans, your opinions on trends, and your thoughts on the future of payments. (Moderators will be on hand, don’t worry.) Learn about your peers’ ATM and mobile projects, and even ask for input on your own strategy.

  • Co-Moderator: Brendan Doyle | CEO & Founder | Cash Management Solutions (CMS)
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3:30pm – 4:30pm | Panel Session

Security and Data Breach Trends

Security and data protection continue to top the headlines. Learn what really happened in the high-profile breaches and find out the latest trends in countering them.

  • Karl J. Weaver | Principal | Newport Technologies
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4:30pm – 4:50pm | Refreshment Break

4:50pm – 5:30pm | Panel Session

The Omnichannel Panel

As financial institutions invest more in customer experience and security, they’re finding greater challenges as they coordinate, secure and monetize multiple channels. This panel of bankers will explore best practices and trends in the omni world of finance.

  • Bernie McLaughlin | President & CEO | Point Breeze Credit Union
  • Patricia O’Donnell | Managing Director, Industry and Inter’l Treasury Solutions | JPMorgan Chase
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6:30pm – 9:30pm | Dinner Party

Innovation Awards Banquet

Join us as the ATM & Mobile Innovation Awards will be presented by EFTA, ATMmarketplace and MobilePaymentsToday. The presentation will feature the EFTA Industry Champion Award – recognizing the top company or individual that has worked to move the entire payments industry forward. Additional awards to be presented by ATMmarketplace and MobilePaymentsToday:

  • Most Innovative Financial Institution – For rolling out the most unique products or services utilizing ATM and mobile technologies
  • Most Innovative Technology – Recognizing the most pioneering ATM/mobile technology solution
  • Sponsored by Mastercard
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September 11, 2015

7:30am – 8:30am | Breakfast

8:10am – 8:30am | Tech Demo Lab

Catch demonstrations of exciting new technologies in the financial services industry.

8:30am – 9:30am | Keynote Session

Bitcoin Meets Wall Street

Bitcoin, launched in 2009, has had a rocky, controversial ride in its bid to achieve what its earliest adopters saw as its greatest potential: as a new digital currency to challenge the dollar and other fiat currencies. But while consumer bitcoin adoption has lagged, what’s becoming more viable is the prospect that the “blockchain,” bitcoin’s groundbreaking underlying technology, will functions as the back-office “rails” over which traditional-currency payments and transactions will occur. Author and journalist Michael J. Casey explores how the blockchain might stealthily find its way onto Wall Street and in the process overhaul an antiquated financial system from within.

  • Michael J. Casey | Author | The Age of Cryptocurrency
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9:30am – 9:50am | Refreshment Break

9:50am – 10:50am | General Session

Payment Regulation and Industry Compliance Update

In this breakout session, you’ll learn how regulators view virtual currency, where FIs are currently focusing their compliance efforts, and what your institution should be preparing for.

  • Sharissa Ellyn | Of Counsel | Norton Rose Fulbright
  • Kim Ford | VP, Public Affairs | First Data
  • Sarah Martin | Vice President | Digital Currency Council
  • David Tente | U.S. Executive Director | ATMIA
  • Moderator: Kurt Helwig | President & CEO | Electronic Funds Transfer Association
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10:50am – 11:15am | Refreshment Break

11:15am – 12:30pm | Closing General Session

Interagency Panel

Holding this summit in the heart of D.C. gives us a rare opportunity to hear directly from government agencies and regulatory bodies. This must-attend session will explain the thinking behind some of the policies affecting your organization.

12:30pm | Summit Adjourns

Attend

REGISTRATION IS NOW OPEN!
This exclusive event is reserved for banking, ATM and payments executives. If you provide a product or service to the financial services industry and want to attend, we have a sponsorship opportunity available for you.
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Venue

Capital Hilton
1001 16th St NW Washington, DC 20036
(202) 393-1000
1-800-445-8667 (1-800-HILTONS)
Event rate: $269 per night
Group code: ATM

Rate only available to attendees. Must make reservation with Capital Hilton by 08/18/2015.

Event Sponsorship

Become a Sponsor

Sponsoring the Summit just might be the best marketing investment you’ll make all year. Sponsorship opportunities are available for almost any budget.

 

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