September 9, 2015

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

1:30 pm – 4:30 pm | ATMIA U.S. Board Steering Committee (committee members only)

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

  • Kurt Helwig | President & CEO | Electronic Funds Transfer Association

8:40am – 9:40am | Opening Keynote

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

9:45am – 10:45am | 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.

  • Dan Kramer | SVP, Marketing & Merchant Services| SHAZAM Network
  • Daniel Littman | Senior Payments Research Consultant | Federal Reserve Bank of Cleveland
  • Paul Vigna | Co-Author | The Age of Cryptocurrency
  • Moderator: Michael Lee | CEO | ATMIA
  • Sponsored by SHAZAM

10:45am – 11:15am | Refreshment Break

11:15am – 11:35am | Tech Demo Lab

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

FUJITSU PalmSecure ID Match is a palm vein biometric authentication solution which increases the security of ID badges and cards. The solution is based on a compact multi-function device that supports very secure, ergonomic and convenient multi-factor and single-factor authentication. PalmSecure ID Match is suited for implementation in a wide range of application scenarios and environments.

  • Charles “Bud” Yanak | Director of Product Management | Fujitsu Frontech North America

11:40am – 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.

  • Michelle Evans | Digital Consumer Manager | Euromonitor International
  • Lito Villanueva | VP, Financial Innovations, Digital Inclusion & Alliances | Voyager Innovations
  • Moderator: Doug Brown | Sr VP & General Manager | FIS Mobile

12:30pm – 1:00pm | Lunch

1:00pm – 2:00pm | Audience Survey


While cash is under attack from alternative payment methods, card schemes and some central banks, it will remain a major payment method for the foreseeable future. Even so, ATM deployers are facing increased operational costs, more risk and decreasing cash volumes. How can FIs and other deployers efficiently manage the cash flowing through their ATM fleets? This session will explore cash management in an ATM/mobile world.

  • Co-Moderator: Brendan Doyle | CEO & Founder | Cash Management Solutions (CMS)
  • Co-Moderator: Mike Lee |CEO | ATMIA

2:00pm – 3:00pm | 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.

  • Ken Metcalf | President | RESLAM
  • Joe Samuel | Founder & Managing Partner | Park Lane Group
  • Moderator: Will Hernandez | Editor | Mobile Payments Today

3:00pm – 3:15pm | Refreshment Break

3:15pm – 3:45pm | EFTA Industry Leadership Award Presentation

Recipient: The Honorable Blaine Luetkemeyer (R-MO)

  • Kurt Helwig | President & CEO | Electronic Funds Transfer Association

3:45pm – 4:05pm | Tech Demo Lab

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

FIS Mobile is bringing simplicity, security and convenience to bank customers. Utilizing cloud-infrastructure, see how Cardless Cash® allows customers to withdrawal cash from an ATM with just their mobile banking app, increasing security and eliminating risks associated with skimming.

  • Doug Brown | Sr VP & General Manager | FIS Mobile

4:05pm – 4:30pm | Refreshment Break

4:30pm – 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.

  • Troy Cullen | President & General Manager | Elan Financial Services
  • Bernie McLaughlin | President & CEO | Point Breeze Credit Union
  • Patricia O’Donnell | SVP, Client Solutions/Enterprise Payments | Key Bank
  • Gary Pearcy | SVP, Deposit Products Group | Wells Fargo
  • Moderator: Ed O’Brien | Director, Banking Channels Advisory Service | Mercator Advisory Group
  • Sponsored by Elan Financial Services

6:30pm – 9:00pm | Awards Dinner Party

Terrace at 101 Constitution

After a full day of informative and inspiring sessions, we’re excited to be able to treat you to an evening of great food, great conversation, and great views! The Terrace at 101 Constitution is the place to gather, celebrate and enjoy the panoramic views of the U.S. Capital. Following dinner, we’ll have a special awards ceremony presented ATM Marketplace and Mobile Payments Today. Awards include:

  • Most Innovative Financial Institution
  • Most Innovative ATM Technology
  • Most Innovative Mobile Technology
  • Excellence, Leadership, Innovation (ELI) Award
  • Sponsored by Mastercard

September 11, 2015

7:30am – 8:30am | Breakfast

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 | Senior Advisor | MIT

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
  • Sponsored by Fiserv

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.

  • Margaret Liu | SVP & Deputy General Counsel | Conference of State Bank Supervisors
  • Chris Lucas | Counsel, Sen. Mike Rounds (R-SD) | Co-chair Senate Payments Caucus
  • Horacio Madinaveitia | Regulatory Project Policy Officer FINCEN | Department of Treasury
  • Moderator: Kurt Helwig | President & CEO | Electronic Funds Transfer Association

12:30pm | Summit Adjourns


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.


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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