Agenda

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Wednesday, September 10

9:00 am – 4:30 pm | EFTA Board Meeting
1:30 pm – 4:30 pm | ATMIA U.S. Steering Committee Meeting
2:00pm – 4:30pm | Pre-Conference Workshop

ATM & Mobile Compliance

Compliance issues FIs need to consider when linking their ATM and mobile channels.
A discounted fee of $245 applies to this workshop through August 8th, at which point the fee will increase to $395.
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.

Thursday, September 11

7:30am – 8:30am | Breakfast
8:30am – 8:40am | Opening Remarks
8:40am – 9:45am | Keynote Session

Where are We Going with the Convergence of Virtual Currency, ATMs and Mobile Payments?

Bitcoin ATMs represent a new surge of innovation in the marriage of ATMs and mobile. But where are virtual currencies heading, and how will they force cash machine deployers to innovate?
9:45am – 10:00am | Refreshment Break
10:00am – 11:00am | General Session

Mobile Tech Issues & Trends

In this session, panelists will discuss how the handset and tablet are transforming banking and payments. Topics will include ATM integration with mobile wallets, NFC, mobile banking, omnichannel, apps, BLE, virtual currency transactions and cardless authentication.
11:00am – 12:00pm | General Session

Global Case Study Panel: ATM/Mobile Integrations

Learn what’s working in the real world as this panel shares stories of successful ATM/mobile rollouts, focusing primarily on financial institutions.
12:00pm – 12:40pm | Lunch
12:40pm – 1:55pm | Tech Demo Lab
1:55pm – 2:15pm | Break
2:15pm – 3:30pm | General Session

Town Hall Meeting: The Fed’s Faster Payment Study

One of the biggest issues in the payments industry is the Federal Reserve’s desire to achieve faster payments. Will this initiative spur innovation, or will it instead burden payment providers? For the past year, the Fed has engaged the industry in discovery and comment, and now in this session, a representative from the Fed will present a draft of their forthcoming study (due within weeks of this summit’s conclusion). Executives from a cross-section of the payments industry will react, plus the audience will participate in additional Q&A. Join this timely discussion and affect the future of your industry.
3:30pm – 4:20pm | General Session

Payment Security and Data Breach Trends

High-profile security compromises and data breaches threaten to destabilize a payment system already in flux. How should your institution get ahead of these trends?
4:20pm – 4:40pm | Break
4:40pm – 5:40pm | Breakout #1

Consumer Trends in Cash & Mobile

A panel of analysts and trend watchers will examine consumer spending habits through the lens of retail payments.
4:40pm – 5:40pm | Breakout #2

Optimizing the Omnichannel User Experience

While financial institution investment is on the rise in mobile banking, branch technology, self-service, online, ATMs and payment apps, how are today’s leading FIs leveraging their existing channels?

Friday, September 12

7:30am – 8:30am | Breakfast
8:30am – 9:30 am | Keynote Session

The Fact is, You’ve Already Been Hacked

Shawn Henry, president of CrowdStrike, will shock you to the realities of today’s hackers and the vulnerabilities we all face in the banking and payments space.
9:30am – 9:45am | Refreshment Break
9:45am – 10:30am | General Session

Hacking Demo presented by CrowdStrike

One of CrowdStrike’s security gurus will demonstrate how the bad guys might compromise today’s financial channels.
10:30am – 11:30am | Breakout #1

Payment Regulation Trends Around the World

Regulators are increasingly looking to foreign countries for ideas on dealing with new payment technologies and models. This panel of attorneys, government relations executives and analysts will discuss the state of global payment regulation, as well as what to expect in your part of the world.
10:30am – 11:30am | Breakout #2

Lessons Learned from EMV Migration Outside the US

Latin America, Brazil, Canada and other regions have lived through what the U.S. is about to experience in EMV migration. Listening to the advice of these non-U.S. EMV panelists will prepare you for the challenges ahead.
11:30am – 11:45am | Refreshment Break
11:45am – 1:00pm | Working Lunch

Interagency Panel

The signature session of the summit draws speakers from various regulatory agencies and opens the floor to your questions.
1:00pm | Summit Adjourns

Room Reservations

Group Rate and Reservations
ATM & Mobile Innovation Summit attendees are eligible for a discounted group rate of $329 per night for standard guest rooms at the Capital Hilton. To receive this rate, reservations must be made by August 20, 2014.

Venue

Capital Hilton
1001 16th St NW Washington, DC 20036
(202) 393-1000 1-800-445-8667
(1-800-HILTONS)
Event rate: $329 per night
Group code: ATM

Rate only available to attendees. Must make reservation with Capital Hilton by 08/20/ 2014.

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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Catherine Johnston

PRESIDENT & CEO
ACT CANADA

Catherine Johnston is the President and Chief Executive Officer of ACT Canada, the stakeholder association driving payment evolution and digital identity. She has been with the association for 25 years. She is also the Chair of the International Smart Card Associations Network, founder of the Canadian Women in Payments Networking group and past Vice-Chairman of the Stakeholders Advisory Council of the Canadian Payments Association.

She works with issuers, acquirers, processors, merchants, regulators, governments and other payments and identity stakeholders. She has become a leading expert in privacy and chip technologies, serving as the association’s Chief Privacy Officer.
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Tom Harper

PRESIDENT & CEO
NETWORLD MEDIA GROUP

Tom Harper co-founded Networld Media Group and served as editor/publisher of its first site, ATMmagazine.com. He also co-founded the ATM Industry Association in 1997, and is the association's current president. In 2002 he co-founded Church Central and the Society for Church Consulting. He is the author of Cash Box: The Invention and Globalization of the ATM and Leading from the Lions' Den: Leadership Principles from Every Book of the Bible (B&H).
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Kurt Helwig

PRESIDENT & CEO
ELECTRONIC FUNDS TRANSFER ASSOCIATION

Helwig works with the EFTA Board of Directors to develop and execute a strategic plan that includes government and media relations, timely educational content, and membership and marketing services. Often called to testify before Congress, Helwig has appeared before the House Financial Services, Senate Banking and House Agriculture committees. He has advised the Consumer Financial Protection Bureau, Dept. of Treasury, Federal Reserve Board, General Accountability Office, FDIC and the Dept. of Agriculture on payment systems issues, including the Durbin Amendment, prepaid cards, cybersecurity, fraud and risk in the payment system, ATM, POS, and Electronic Benefits Transfer (EBT) programs, mobile payments and privacy and customer information.
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Sean Rodriguez

SENIOR VP, INDUSTRY RELATIONS
FEDERAL RESERVE BANK

Sean Rodriguez is responsible for the Federal Reserve Bank of Chicago's payments industry outreach efforts, overseeing the Financial Services Industry Relations Program, coordinating engagement with payment industry stakeholders, ensuring key industry insights are fully vetted with Chicago District and Federal Reserve System financial services leadership, and marshaling resources to influence payments industry direction that is consistent with the Federal Reserve’s refreshed 2012–2016 strategic direction.

Prior to this assignment, Rodriguez had responsibility for sales and marketing for the Federal Reserve System. In this role, he oversaw the System’s marketing and communications functions and the Federal Reserve’s regional and national account management programs, a function which he established for the System’s largest customers.
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Adam Meyers

VP OF INTELLIGENCE | CROWDSTRIKE

With over a decade of experience in the information security industry, Adam oversees all of CrowdStrike’s intelligence gathering and cyber-adversarial monitoring activities. Previously, Adam was director of cyber security intelligence with the national products and offerings division of SRA International. He served as a senior subject matter expert for cyber threat and cyber security matters for a variety of SRA projects. He also provided both technical expertise at the tactical level and strategic guidance on overall security program objectives. During his tenure at SRA International, Meyers also served as the product manager for SRA’s dynamic malware analysis platform Cyberlock.
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Duane Pozza

ATTORNEY | FEDERAL TRADE COMMISSION

Duane is an attorney at the Federal Trade Commission, in its Division of Financial Practices. His work focuses on consumer protection issues involving mobile payments and commerce, including in-app payments, carrier billing, and emerging mobile commerce platforms. Prior to joining the FTC, Duane was a partner in the D.C. office of Jenner & Block, working on media and developing technology litigation. He is a graduate of the University of Texas at Austin and Stanford Law School.
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Anne Shere Wallwork

SENIOR COUNSELOR | US TREASURY

Anne is senior counselor for strategic policy in Treasury’s Office of Terrorist Financing and Financial Crimes (TFFC), where she is charged with identifying and developing strategies to address emerging and persistent money laundering and terrorist financing threats involving new payments mechanisms, including mobile payments, prepaid access products, Internet payment systems, and virtual currency, while also facilitating financial inclusion and innovation. In addition, she addresses fraud-related money laundering issues. Previous positions include serving as TFFC’s senior counselor for Asia, senior representative to National Counter-Terrorism Center (NCTC) and as deputy director of strategic policy for TFFC. Before coming to Treasury, Anne practiced law at Miller, Cassidy, Larroca & Lewin in Washington, DC and was a consultant for the World Bank.
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Linda Owens

MEDIA SPECIALIST
MOBILEPAYMENTSTODAY.COM

As a media specialist for Networld Media Group, Linda has been an integral part of launching and growing the MobilePaymentsToday.com global digital publication. She has been involved in the mobile technology and payments industry, researching market trends to help companies grow and build their brands and presence in the banking, payments and retail verticals. She has spent the last few years consulting with companies on their global expansion and launching their products in emerging and developed markets. Linda holds an MBA from Bellarmine University.
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Neil P. Marcous

EXECUTIVE PAYMENTS ADVISOR | FIS

In his role as executive payments advisor at FIS, Neil is responsible for ensuring that FIS delivers leading-edge payment solutions as well as executing the strategic vision while supporting FIS’ combined network goals for growth and market leadership. Prior to joining FIS, he held leadership positions in the financial services and EFT network industry for more than 30 years. Neil has served as a member of the board of directors for various public and private companies, including the Electronic Funds Transfer Association (EFTA), Bisys Group, the Armed Forces Financial Network (AFFN), House Account funding (HAF) and Everlink.
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Ed O’Brien

DIRECTOR, BANKING CHANNELS ADVISORY SERVICE
MERCATOR ADVISORY GROUP

Ed is director, banking channels for the Mercator Advisory Group. His research focus areas include ATM, branch, call center, mobile banking, and online banking channels. This research comprises analyses of customer segmentation and technology shifts from the perspective of banking channels. Ed’s experience includes over 20 years in corporate strategy, market research, market and competitive intelligence, product marketing, and analytics roles. His background encompasses such initiatives as deposit strategies, debit and credit cards, wealth management, small business, customer analytics, asset management, market segmentation, and cross-sell opportunities across various lines of business.
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Andrew Dean

MANAGING DIRECTOR | CALLEO

Andrew is the founder and managing director of Calleo, a specialist research and advisory firm in the multi-channel payments and banking industries in sub-Saharan Africa. Founded in 2010, Calleo provides bespoke research to card associations, banks, payment solution providers and merchants. He is also co-founder of PaymentsAfrika.com, a news sharing site for retail banking and payments interest areas across Africa. He established the Retailer Payments Forum in South Africa which serves the interests of large traditional brick-and-mortar retailers as they strive to multi-channel payment acceptance strategies. Prior to founding Calleo, Andrew was a director at a consulting and research firm in the business telecommunications sector.
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Annmarie D. "Mimi" Hart

CEO AND CHAIRMAN | MAGTEK, INC.

Through Hart's leadership and vision, MagTek spearheaded the development of the industry’s first secure card readers in 2005 and in 2006 launched Magensa, which provides a broad range of PCI compliant, cloud-based payment protection and gateway services. Previously, Hart was the founder and president of Express Card Systems, Inc. a technology solutions provider. Recently, she helped to found the Secure Remote Payment Council, an industry group focused on enhancing on-line and mobile payment security. Hart is a strong supporter of industry standards and has called for greater security especially as it affects the consumer.
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Joseli Wright

ASSISTANT VICE PRESIDENT, RETAIL BANKING STRATEGY
SECU OF MARYLAND

Joseli joined SECU in 2004 and currently serves as AVP of Retail Banking Strategy. SECU is the largest state chartered credit union in Maryland. Joseli is instrumental in leading SECU’s retail transformation – increasing member self-service through a smaller branch footprint and increased use of various delivery channels (ATM, ITM, Web, Mobile, Tablet and video conferencing). SECU is the first financial institution in the Mid-Atlantic Region to successfully deploy non-traditional teller delivery services via Interactive Teller Machines. She is very interested in learning how technology and innovation impact member technology adoption and the member experience. She is also responsible for ATM strategy and making the most effective use of this channel, while delivering the exceptional member experience.
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Bryan Krohn

CFO | BITPAY

Bryan Krohn is the CFO for BitPay, the leading payment processor for accepting bitcoin payments. As CFO, Mr. Krohn directs all aspects of the company’s accounting and financial areas. With more than 20 years experience in finance, Mr. Krohn is a successful finance and operations professional with expertise in international finance, business integration, cost optimization, and organizational restructure. Prior to BitPay, Mr. Krohn was Vice President of Financial Operations at OmniVue where he was responsible for the direction and oversight of all accounting and financial functions. He has also held financial executive positions at Molnlycke Healthcare, Communication Technical Systems, American Data Corporation, and Pueblo International. Mr. Krohn has a BBA in Accounting from Georgia State University.
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Elizabeth McQuerry

PARTNER | GLENBROOK PARTNERS

Elizabeth has over a decade of experience in developing global payments services. She has worked extensively in retail payments focusing on international remittances, person-to-person, business, and government payments. As the head of FedGlobal ACH Payments for the Federal Reserve Retail Payments Office, Elizabeth was responsible for developing the program’s strategic direction, new product development, and market outreach program. Her experience includes developing new standards for international payments in the ACH network as well as being a founding contributor to the International Payments Framework Association (IPFA), helping to develop a method to simplify the exchange of cross-border payments across disparate formats. Elizabeth also worked at Microfinance International Corporation where she helped expand the company’s payment network and to implement mobile-initiated cross-border payments.
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Deborah White

EVP & GENERAL COUNSEL
RETAIL INDUSTRY LEADERS ASSOCIATION

Deborah oversees RILA’s corporate legal and litigation responsibilities. She also serves as president of the Retail Litigation Center, which was created in 2010 to serve as the voice of the retail industry in the judicial branch. She is the principal contact for RILA’s General Counsel Committee. Prior to joining RILA, Deborah founded a firm to counsel select supermarket companies and to serve as executive director of the recycled paperboard industry’s trade association. Her retail trade association experience includes more than a decade at the Food Marketing Institute as the association’s senior vice president & chief legal officer. From 1992 to 1998, White practiced law at the firm of Keller and Heckman, LLP.
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Jordan Kelly

CEO | ROBOCOIN

Jordan is a serial entrepreneur with a passion for excellence. As a third generation Las Vegan, Jordan was fortunate enough to witness first hand the brilliance of a city that is entrepreneurial, successful and endlessly entertaining. His father, Kevin Kelley, one of Las Vegas’ great casino operators, advises closely on all deals. After his freshman year at Babson College, Jordan co-founded jobbi.com with enormous success. As the CEO of Handii and RoboCoin, Jordan endeavors to change the world in more ways than one.
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Anthony Antolino

CHIEF MARKETING OFFICER
EYELOCK CORPORATION

Before joining EyeLock, Tony was senior vice president at DMC Worldwide, where he was instrumental in successfully developing multiple new high-value businesses and revenue vehicles. He conceived the highly acclaimed Copia social media and content delivery platform, which Gartner named one of the three most transformative in 2010, and was recognized as one of 40 under 40 in Consumer Electronics for 2010. Prior to joining DMC Worldwide, Tony spent nearly 10 years as managing partner at strategic marketing agency badalato | ginsberg. He has been quoted in publications such as the Wall Street Journal, CNBC, Mashable, Popular Science, Forbes and USA Today.
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David Kinitsky

SENIOR DIRECTOR | SECONDMARKET
GENERAL MANAGER | BITCOIN INVESTMENT TRUST

David joined SecondMarket in 2009, where he is currently a senior director and the general manager of the Bitcoin Investment Trust (BIT), working to develop business strategy, leading business development efforts and overseeing all day-to-day operations. Prior to joining SecondMarket, he worked at a boutique investment fund consulting group and private placement agent, where he led a six-person team in providing marketing, structuring and fundraising consulting services to more than 45 alternative asset fund managers with over $8 billion in assets under management. David has also spent time with Beigelman, Feldman & Associates, Palm Pictures and Sanctuary Records in New York.
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Mike Lee

CEO
ATM INDUSTRY ASSOCIATION (ATMIA)

Mike Lee joined ATMIA in 2000 and was tasked with setting up ATMIA Europe. In June 2003 he founded the Global ATM Security Alliance. He has also established chapters in Australia, South Africa and Asia. In 2004, he won ATMIA’s member-voted award for Best Contribution to Promoting the Interests of the ATM Industry. He was promoted to CEO in 2005. Mike has a Master of Arts degree from the University of Cape Town, as well as post-graduate qualifications in education and theology. Mike is a qualified futurist with an MPhil degree in Futures Studies (cum laude) from the University of Stellenbosch business school in Cape Town.
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Will Hernandez

EDITOR | MOBILEPAYMENTSTODAY.COM

Will Hernandez has 14 years of experience ranging from newspapers to wire services and trade publications. Before becoming Editor of Mobile Payments Today, he spent two years as the content manager for PaymentsJournal.com, a leading payments industry news aggregator and information hub published by Mercator Advisory Group. He spent four years covering the payments industry as an associate editor for multiple publications in SourceMedia’s Payments Group based in Chicago including ATM&Debit News, CardLine, PaymentsSource.com, ISO&Agent Weekly and American Banker. Will helped launched SourceMedia’s bi-weekly newsletter, Mobile Banker, and built and cultivated the Payments Group’s first Twitter presence. Will holds a B.A. in Journalism from St. John’s University (NY).
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John Leehy

PRESIDENT AND CHIEF EXECUTIVE OFFICER
PAYMENT ALLIANCE INTERNATIONAL

John Leehy has been a leader in the field of payment processing for more than three decades. As Chairman and CEO of Payment Alliance International (PAI), Leehy has grown this Louisville based start up into a national leader in payment processing with more than 65,000 ATMs and over 85,000 retail customers throughout the United States. Throughout his career, Leehy has held senior leadership positions with numerous payments companies including Financial Alliance Processing Services, National Processing Company, and First Data Corporation. Leehy serves on the ATMIA International Board of Directors, the Board of Directors for Green Technologies Environmental Coatings, and has a Bachelor of Science degree from the University of Nebraska at Kearney.
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Benito Rossito

DIRECTOR OF RELATIONSHIPS | TECBAN

Benito is the director of client relationships at TecBan since 2007. He oversees the market intelligence, pre-sales, new business development, executive account management and customer service functions in the company. He has over 25 years of experience in the financial services and information technology industries. Prior to joining TecBan, he worked for IBM in the financial services sector and also held executive positions in other multi-national software companies in Brazil and Latin America. He has a B.Sc. degree in computer science and mathematics from the University of Toronto, and an MBA in global management from Duke University.
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Suzanne Cluckey

EDITOR | ATMMARKETPLACE.COM

Suzanne Cluckey is a writer with more than 25 years of experience in journalism and mass communications. Her work has appeared in trade journals and consumer publications throughout the U.S. and she has covered a vast range of topics from cider-making to software development. In addition to her work for ATMmarketplace, she has written for FastCasual.com, KioskMarketplace.com, and MobilePaymentsToday.com.
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Simon Gentry

DIRECTOR | AWW LONDON

Simon has over 20 years’ experience as a policy analyst and public affairs consultant in London, Brussels, Paris, Berlin, Rome and Madrid. He has been involved in the European payments industry since 2003 when he was appointed as a public affairs adviser to Visa Europe. In his position as a Director at the public relations firm MWW, he is currently an adviser to the ATMIA and NCR on regulatory issues in Europe and the United Kingdom, especially in relation to the European Union’s Payment Services Directive and new British Payment Systems Regulator. In addition to financial services, Simon advises on healthcare and international relations.
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Erin Fonté

PAYMENTS LAWYER | COX SMITH

Erin Fonté assists clients with a broad range of matters related to banking and financial services (including related legal and regulatory issues), e-commerce, technology/Internet products, privacy and data protection laws, and general corporate matters. As part of the firm’s highly regarded financial institutions team, Erin represents national banks, state banks and bank holding companies and their officers, directors and shareholders in corporate, securities and regulatory matters, as well as providing operational lending, compliance and litigation services. Erin also has experience with e-commerce and privacy issues, and has handled numerous technology-oriented matters for software, computer hardware, banking, Internet and retail corporate clients.
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Lynne Barr

PARTNER | GOODWIN PROCTER LLP

Lynne is chair of Goodwin Procter’s Consumer Financial Services Practice. She advises banks, brokerage concerns, mortgage companies, and other entities on general corporate matters, including the operation and offering of their products and services, particularly in the context of federal and state regulation of financial institutions and their activities. Lynne has extensive experience in credit and mortgage lending matters (including licensing, disclosure, documentation, interest rate limitations and credit reporting), fair lending and equal credit opportunity issues, credit and deposit services, electronic banking and Internet services, and insurance products. She is General Council to the EFTA.
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Troy Cullen

PRESIDENT, ELAN FINANCIAL | US BANK

Troy is president & general manager for ATM & Debit Services for Elan Financial Services. In this role, he manages and is responsible for the overall P&L of the business, leads the day-to-day operations of the organization, and is responsible for leading the strategic direction and investment philosophy needed to grow and thrive. Previously, Troy has had responsibility for the sales, relationship management, product and marketing departments providing EFT Services to the financial institution, gaming and ISO spaces. He possesses 20-plus years of experience in the financial services industry and has held positions in cash management, corporate banking, treasury services, payment systems, merchant processing and agent credit card environments.
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Leland Englebardt

GROUP HEAD, GLOBAL NETWORK PRODUCTS
MASTERCARD

In his role as group head of Global Network Products, Leland leads the team responsible for growing MasterCard’s global ATM business and represents the Global Network Products business unit to MasterCard’s North America regional management. The MasterCard ATM Network is the world’s largest ATM network, with more than two million ATMs, and provides cash access to holders of MasterCard, Maestro and Cirrus-branded cards in 210 countries and territories worldwide. In 2011 and 2012, Leland was issued US patents for payment card and network innovations. He also invented the MasterCard Debit Hologram, which is required to appear on all debit MasterCard cards issued in the United States.
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Max Belin

VP, ATM BUSINESS DEVELOPMENT
MASTERCARD, LAC REGION

In his role as VP of ATM Business Development for MasterCard’s Latin America and Caribbean Region, Max leads the efforts for growing MasterCard’s ATM business in the LAC region. The MasterCard ATM Network is the world’s largest ATM network, with more than two million ATMs globally, of which over 250,000 are in Latin America. MasterCard’s ATM network provides cash access to holders of MasterCard, Maestro and Cirrus branded cards in 210 countries and territories worldwide. Working closely with MasterCard’s Chip Center of Excellence, Max is focused on growing the number of ATM acquirers in the LAC Region that have migrated their networks to EMV compliance.
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Bob Hill

VP, MARKET STRATEGY
EARLY WARNING

Bob joined Early Warning in 2008, focusing on short- and long-term solutions for the credit card segment. He provided leadership for the company’s Credit Advisory Committee, securing a significant amount of data from card issuers for research and development and enabled the analytics group to assess the value of our shared databases in mitigating credit and fraud losses. Bob was part of the Deluxe Corporate Strategy group that acquired ChexSystems, SCAN, and other businesses and was a key leader in the team that developed the plan to create eFunds. In that role he led the creation of Debit Bureau and product strategies that grew Deluxe and eFunds Risk Management revenues from $45M to more than $125M.
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Amy Davine Kim

Amy Davine Kim

Counsel | BuckleySandler LLP

Amy Davine Kim advises clients in the areas of U.S. regulation of international business, financial services and international private equity transactions, with a focus on AML/BSA and electronic payments. Ms. Kim advises financial services companies and other clients on matters involving federal and state regulatory compliance, in particular those involving anti-money laundering and electronic payments matters regulated under the Bank Secrecy Act (BSA) and by the Financial Crimes Enforcement Network (FinCEN) and the Consumer Financial Protection Bureau (CFPB). She further advises clients in matters involving the Foreign Corrupt Practices Act (FCPA), the laws administered by the Office of Foreign Assets Control (OFAC) and anti-boycott laws and regulations. She develops international compliance and training programs involving these laws, and advises on specific matters and transactions governed by such laws.
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Warren Tryon

VICE PRESIDENT OF MARKET STRATEGY
EARLY WARNING

Bob joined Early Warning in 2008, focusing on short- and long-term solutions for the credit card segment. He provided leadership for the company’s Credit Advisory Committee, securing a significant amount of data from card issuers for research and development and enabled the analytics group to assess the value of our shared databases in mitigating credit and fraud losses. Bob was part of the Deluxe Corporate Strategy group that acquired ChexSystems, SCAN, and other businesses and was a key leader in the team that developed the plan to create eFunds. In that role he led the creation of Debit Bureau and product strategies that grew Deluxe and eFunds Risk Management revenues from $45M to more than $125M.
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Shawn Henry

SENIOR POLICY ADVISOR
ROBERTS, RAHEB & GRADLER

Warren provides strategic advice to clients on public policy, political strategy and legislative matters on financial services and judiciary issues. Warren recently left Capitol Hill with over 20 years of House and Senate experience and was named in National Journal’s “Top Hill Staffers” magazine as one of the lead congressional staffers during his tenure serving as the deputy staff director for the House Financial Services Committee where he advised members of the committee and managed the committee staff. Furthermore, as a member of the management team, he developed the agenda for hearings and markups, and created the Financial Services Committee coalition outreach efforts to outside groups.
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Arjan

Arjan Schütte

MANAGING PARTNER | CORE INNOVATION CAPITAL

Arjan is the founder and a managing partner of Core Innovation Capital. He is also a senior advisor to the Center for Financial Services Innovation, the nation’s leading authority on the underbanked market. He was previously a senior manager at CFSI from its inception until Core was launched in 2010. Through CFSI and Core, he has invested in some of the most innovative companies serving the underbanked, including AccountNow, CircleLending, iSend, L2C, and BankingUp. Arjan serves on the board of portfolio companies Ripple Labs, SavvyMoney, TIO Networks, and Wipit and is an advisory board member for several companies including Progreso Financiero.
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Fiserv

  • Gold Sponsor
    • Fiserv is a leading global provider of information management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for our clients. Fiserv drives innovations that transform experiences for more than 16,000 clients worldwide. Visit us at www.fiserv.com.
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Sophie-Charlotte Moatti

GENERAL MANAGER | TRULIA

Sophie-Charlotte (SC) is a general manager who builds and leads teams that transform technology companies into mobile-first organizations. The mobile services she created are used by billions of people and have won industry awards such as Emmy nominations. Prior to joining Facebook, SC successfully sold the mobile company she founded and was general manager of a top 1% mobile commerce/search app at Nokia. She has a Stanford MBA and an MS in electrical engineering and frequently speaks and writes on mobile, social networks, innovation and leadership (CTIA, Fast Company, Huffington Post, Commerce World, Stanford, etc.)
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John MacAllister

PRINCIPAL | DORADO INDUSTRIES

John has led or participated in numerous client projects involving issues of strategic direction, product and market profitability, merger and acquisition planning, and performance measurement criteria over the course of his 30 years in payments consulting. His experience prior to entering the payments consulting profession includes 10 years as a vice president—commercial lending with Union Bank in Los Angeles and four years as president and chief operating officer of Spring Corporation, a fully-integrated real estate sales, development, and services company in Los Angeles.
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Wayne Malone

HEAD OF CITISHARE & GLOBAL ATMS
CITI, GLOBAL RETAIL GROUP

Wayne has over 25 years experience in payments with two of the world’s largest FI’s: Citibank and JP Morgan Chase. Over this time, he has helped build a merchant acquiring business, launched global debit card programs, managed global ATM channels, introduced Citi ATMs at 7-Eleven, created retail bank loyalty programs (Thank You), expanded remittance initiatives, developed liabilities business strategies, helped introduce prepaid card programs around the world and is currently heading Citi’s proprietary switch network called Citishare. In addition, he continues to manage Citi’s international ATM, Debit and Consumer Prepaid businesses.
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Tyler Johnson

SVP, ATM/KIOSK STRATEGY & INNOVATION
BANK OF AMERICA

As an ATM channel product manager, Tyler is responsible for delivering strategic planning, and innovation for ATM/self-service capabilities. Additionally, Tyler is responsible for the video-conferencing solution that is utilized in select banking centers which connect customers to specialists located in centralized contact centers. Tyler joined Bank of America in 1994 and has held a variety of technology initiative management roles across the company as well as several product management roles.
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Mansel Guerry

PRESIDENT AND CEO | CU24

Mansel is president and CEO of CU24, operator of the country’s largest credit union-owned POS and surcharge-free ATM networks, and also provides a range of other services to credit unions across the country. He became involved with CU24 in 1995 as one of its first marketing representatives and subsequently served on the company’s board of directors in a number of capacities, eventually becoming chairman of the board. Mansel has been a committed executive in the credit union movement for more than 20 years, with stints at the Mississippi State Credit Union League and serving as president and CEO of Brightview Credit Union in Ridgeland, Mississippi.
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Arjan Shütte

MANAGING PARTNER
CORE INNOVATION CAPITAL

Arjan is the founder and a managing partner of Core Innovation Capital. He is also a senior advisor to the Center for Financial Services Innovation, the nation’s leading authority on the underbanked market. He was previously a senior manager at CFSI from its inception until Core was launched in 2010. Through CFSI and Core, he has invested in some of the most innovative companies serving the underbanked, including AccountNow, CircleLending, iSend, L2C, and BankingUp. Arjan serves on the board of portfolio companies Ripple Labs, SavvyMoney, TIO Networks, and Wipit and is an advisory board member for several companies including Progreso Financiero.
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