Upcoming Events and Conferences

Apr
19
Mon
MoneyFest @ Virtual
Apr 19 – Apr 23 all-day
MoneyFest @ Virtual

Financial firms need what each other has, whether that’s customers,
deposits, innovation, licenses or trust. To survive and grow post-pandemic,
businesses need to partner up. MoneyFest brings you face to face with the people
who have built the most innovative platforms and partnerships, giving you case
studies and actionable insights on how to collaborate more effectively. From
regulators to unicorns and global banks to tech titans, we have all the angles
covered.

Register now for free to watch all sessions live or watch on
demand.

Apr
20
Tue
Naked Interchange: Re-Dressing the Concept of Value Transfer @ Virtual (Zoom)
Apr 20 @ 6:00 pm – 7:30 pm

Naked Interchange:
Re-Dressing the Concept of Value Transfer

A Paymentgal Conversation in Partnership with NYPAY

 

Tuesday, April 20, 2021

Zoom Meeting

 

In the second session of a two part series, panelists will consider how to potentially solve the problem of interchange.  Is it possible to replace interchange with some other form of value transfer?  Can fintech, AI, and machine learning enable a more transparent form of interchange or will more technology just add more complexity?   Should we continue to rely on regulators and courts to have the final say?  How do issuers confront their reliance on interchange fees to fund card programs?   This conversation will focus on what a new interchange model could look like or what kind of model might replace it.  We’ll take a thoughtful look at how the market is evolving and what that means for interchange in the future.

With special thanks to annual sponsor:

 

 

 

Moderated by
Patricia Hewitt aka Paymentgal
Owner, PG Research & Advisory Services, LLC

 

Patricia (Patti) Hewitt is a widely recognized payments expert, trainer, and strategic advisor to the financial services industry. Her entire professional career, spanning 40 years, has been devoted to the payments industry. She has worked extensively with companies and organizations across the market’s value chain from global card networks to emerging technology entrepreneurs.
Her proven ability to put change into context, where she provides expert consulting, training, and project-based services in areas including market transformation, change management, competitive positioning, vendor selection due diligence, as well as implementing or converting products, services and technologies.
Her professional experience includes holding executive positions at SunTrust Bank (formerly Sun Bank), PaySys International, and Fiserv in addition to serving as Vice President and Managing Director of Consulting Services for Mercator Advisory Group where she built its Debit Advisory Service and as a partner, was responsible for all custom research and global consulting work for the firm.

The Panelists

Jon Prendergast

Jon Prendergast

Senior Vice President, SVP Head of US Payments Strategy , TD Bank

Jon has more than 20 years of experience in various payments, card and research, and development roles. He has been responsible for major payments product launches, managed research and competitive intelligence functions, and led the development of industry-first card technology. Prior to joining TD, Jon worked at Citibank where he launched CitiPay, the first proprietary bank digital wallet in the U.S. Before Citibank, Jon was the Head of Competitive Intelligence, Consumer Products at Bank of America. In that role, he focused on branch comparison studies and ongoing competitor benchmarking. Prior to that, Jon worked in R&D developing the first customer-facing instant issuance kiosk to print out payment cards as well as health care payment systems. In 2007, one of his products won Payment Product of the year at the Payments Symposium in Las Vegas. While at Bank of America, Jon also held leadership positions in Credit, Portfolio Quality, Marketing and Research.
Jon started his career at MBNA as a Customer Service Representative (CSR) and believes speaking to 200 customers every day was the most influential learning experience of his career.

Dean Sheaffer

Dean Sheaffer

Executive Consultant Specializing in Payments, Compliance, Strategic Planning and Emerging FinTec

Dean brings over 30 years’ of executive level experience in payments, operations,
compliance and strategic planning with a focus on emerging technologies. Currently, he
is supporting client initiatives involving payments cost optimization; the launch of a new alternative (Buy Now Pay Later) payment system in the US; Payments Strategies and; development of a new monetary payment system for blockchain-based businesses.
Previously, Dean was Senior Vice President of Financial Services and Chief Compliance Officer for the country’s largest, privately-owned department store. Passion for the US payment system is part of Dean’s DNA – he has served in leadership roles for various industry and trade associations throughout his career. Dean is the inventor of two US patents directly related to payments.

Bob Steen

Bob Steen

CEO, Bridge Community Bank

Bridge Community Bank is headquartered in Mount Vernon, Iowa and has been in operation since 1903. Bridge Community Bank is an employee-owned organization working for East Central Iowa communities. Bob is an advocate for community banking in the United States and has dedicated his career to ensuring that community banks continue to be relevant in payments and have a voice in the process of innovation across the industry. His career includes time spent as a board member of NACHA and a steering committee member for RTP (Real-Time Payments). Currently, Bridge Community Bank has been selected by FedNow to be one of its pilot bank participants.

Register in advance for this meeting

After registering, you will receive a confirmation email containing information about joining the meeting.

May
26
Wed
PropTech 2021–Why Investors, Corporations, and Startups are Bullish on this New Tech @ Virtual (Zoom)
May 26 @ 5:00 pm – 6:30 pm

PropTech 2021​
Why Investors, Corporations, and Startups are Bullish on this New Tech

 

Wednesday, May 26, 2021

Zoom Meeting

 

Imagine controlling everything from your mortgage to home repairs through a single app, or using a 360-degree camera to perform a virtual walk-through of a jobsite. That’s PropTech. In 2020, nearly $24 billion in venture capital poured into companies creating new technology products or innovative business models for the real estate market. Industry engagement, sophisticated capital and strong entrepreneurs mean this sector is poised for significant growth. Join us along with Valley Bank on May 26th, to explore PropTech from a commercial “cretech” and residential real estate lens. Learn about specific startups, investment trends, current COVID challenges and surprising opportunities.

Presented by:


 

With special thanks to annual sponsor:

 

 

 

Moderated by
Bob Bardush
SVP & Chief Operating Officer, Valley Bank
 

Bob joined Valley in 2016 and brings over two decades of financial leadership and expertise to his current role. He began his journey with Valley as Senior Executive Vice President and Chief Information Officer and was promoted to COO in 2018. As COO, he plays a critical role working with Valley’s executive leadership team to deliver the bank’s strategic vision. Bob’s focus is on integrating platforms, improving service delivery and efficiency, and fostering innovation to support the bank in operating with the right balance of vision, quality, flexibility, control and cost. In addition to these responsibilities, he will continue to lead Valley’s digital transformation projects and all technology and operations-based aspects of the bank.

Bob received a bachelor’s degree in Engineering from The Pennsylvania State University and a master’s degree in Information Systems and Business Administration from the University of Pittsburgh. He also serves as the Chairman of the advisory board for The Pennsylvania State University, College of Information Sciences and Technology, and on the board of The NJ Tech Council.

The Panelists

Kurt Breitenstein

Kurt Breitenstein

SVP, Credit Deputy (CRE), Valley Bank

Kurt is a career commercial credit & lending professional with 35 years of industry experience. A lifelong resident of Bergen County, New Jersey, he was credit trained at Manufacturers Hanover Trust Company in New York, has experience in both C&I and CRE lending and has held a variety of roles in credit and lending at institutions ranging in size from $100 Million to $50 Billion. He currently serves as Credit Deputy for Valley’s CRE group in the Northeast, and was previously the Chief Lending Officer at two other Northern New Jersey institutions. He holds a Bachelors degree from Skidmore College and an MBA from Long Island University

Gloria Fu

Gloria Fu

Independent Board Director, Portfolio Manager

Gloria Fu currently serves as an Independent Board Director for PropTech Investment Corporation II (NASDAQ: PTIC) and is a member of the Audit and Compensation committees. She brings over 20 years of investment management expertise, most recently as a Managing Director and Portfolio Manager at JPMorgan Asset Management with responsibility for $40 billion of assets, which she helped grow from $3 billion in 2004 when she joined the team. Ms. Fu is known for her industry-leading expertise in analyzing and investing in consumer and real estate companies, particularly omnichannel retail and lodging. Her broad base of expertise includes strategy, financial analysis, and shareholder-related issues.

Jim Fraser

Jim Fraser

Director, CRE Construction, Built

Jim Fraser has over 30 years of experience in financial services, with an emphasis in construction lending and real estate development. Fraser currently works at Built Technologies as Lending Channel Manager, overseeing Built’s construction lending origination and loan administration platform solutions. Built’s platform has supported over $68B in construction commitments as of 2020 and is used by more than 130 of the nation’s leading construction lenders. Prior to working at Built, Fraser was EVP of Commercial Lending at Axos Bank [NYSE: AX], where he was responsible for commercial construction lending, income property, lender finance, equipment leasing and factoring, with a combined portfolio of $5 billion. Previously, Fraser was Managing Director at Banc of California [NYSE: BANC], managing $500 million in residential and CRE construction, including FNMA and FHA renovation lending programs under Banc Home Loans national mortgage lending brand and third-party, fee-based services under RenovationReady, a division of Banc Home Loans. He brings his banking expertise to the Built Technologies team as they build the leading solution for the entire construction finance ecosystem.

Register in advance for this meeting

After registering, you will receive a confirmation email containing information about joining the meeting.

Jul
14
Wed
Card Forum: Security & Fraud @ Virtual
Jul 14 all-day
Card Forum: Security & Fraud @ Virtual

The second event in the three-part CARD FORUM series will dive deep into fraud prevention, payments acceptance, account security, identity protection and more. As threats become more abundant and sophisticated, industry experts will weigh in on best practices, strategies, challenges and growth opportunities as they relate specifically to the payments community.

https://conference.paymentssource.com/card-forum-contactless/page/1711833/event-series

Sep
28
Tue
Card Forum @ Virtual
Sep 28 – Sep 30 all-day
Card Forum @ Virtual

The flagship, industry staple CARD FORUM event returns with a comprehensive program that addresses all aspects of the payments community. From fintechs and payment technologies to contactless trends and mobility as a service, this is where leaders get the information they need to increase spend, develop new products and keep their cards top-of-wallet.

https://conference.paymentssource.com/card-forum-contactless/page/1711833/event-series

Oct
24
Sun
Money20/20 USA @ The Venetian Resort
Oct 24 – Oct 27 all-day
Money20/20 USA @ The Venetian Resort

Money20/20 is the premier show on the industry calendar where C-level executives, renowned speakers, innovators and disruptors from across the world drive change in the future of money. In Las Vegas we facilitate 4 remarkable days of the right conversations, the right connections and the right discoveries which enable individuals and organizations of all sizes to achieve their goals and grow. Join the leaders in Payments, FinTech and Financial Services as they shape the future of money.

Register at https://bit.ly/31ZDgqj

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