2023 Payments Summit Agenda

All times are tentative

Sunday, February 26

8:00 – 6:00

Optional Park City – Sightsee or Ski Networking Event

Monday, February 27

U.S. Payments Forum Winter Agenda

8:00 – 8:45

Registration and Networking

First-Time Attendee Briefing – Devon Rohrer, U.S. Payments Forum

8:45 – 9:30

Welcome and Opening of U.S. Payments Forum Member Meeting

Agenda Overview – Jason Bohrer, U.S. Payments Forum (10 min)
U.S. Payments Forum Overview, Status and Member Recognition – Jason Bohrer, U.S. Payments Forum (25 min)
Anti-Trust Policy Guidelines – Russ Schlossbach, Gesmer Updegrove (10 min)

9:30 – 10:15

Roundtable / Panel: Stakeholder Report – Issuers, Merchants and Acquirers

Sara Walsh, Bank of America; Roberto Cárdenas, Global Payments; Keith Koval, UBS; Sharon Scace, Wex

10:15 – 10:45

Morning Networking Break

10:45 – 11:30

Roundtable / Panel: Stakeholder Report – Global Networks

Matthew Crothers, American Express; Berke Baydu, Mastercard; Brett Chemaly, Discover; Simon Hurry, Visa; Soumya Chakrabarty, JCB; Mike Yu, UnionPay

11:30 – 12:15

Roundtable / Panel: Stakeholder Report – Domestic Networks

Lillie Platko, FIS; Jennifer Schroeder, Pulse; Manish Nathwani, SHAZAM

12:15 – 1:15

Lunch

Steering Committee Communications Subcommittee (Committee members only)

1:15 – 2:15

Breakout Sessions – Group 1

Joint Merchant & Issuer SIG

Led by Keri Crane, Jack Henry™ and Joe Vasterling, Best Buy

Deer Valley 1&2

Testing & Certification Working Committee

Solitude

Transit Working Committee

Cottonwood

ATM Working Committee

Deer Valley 3

2:15 – 2:30

Session Transition Time

2:30 – 3:30

Breakout Sessions – Group 2

Joint Merchant & Issuer SIG

Led by Keri Crane, Jack Henry™ and Joe Vasterling, Best Buy

Deer Valley 1&2

Communication & Education Working Committee

Solitude

Mobile & Touchless Payments Working Committee

Cottonwood

Payments Fraud Working Committee

Deer Valley 3

3:30 – 4:00

Afternoon Break

4:00 – 5:00

Breakout Sessions – Group 3

Petro Working Committee

Deer Valley 1&2

Debit Routing Working Committee

Solitude

EV Open Payments Working Committee

Cottonwood

Birds-of-a-Feather: The Changing Face of Fraud: Disputes in the Digital Age

Led by Liz Chaffin, Visa

Deer Valley 3

5:00 – 7:30

Welcome Reception – Opening of Vendor Pavilion (All Registrants)

Tuesday, February 28

2023 Payments Summit Plenary Session
7:30 – 8:45	Breakfast in Exhibit Hall
8:45 – 9:00	Chairman’s Welcome Address
9:00 – 9:30	Keynote Speaker Session
9:30 – 10:00	Keynote Speaker Session
10:00 – 10:30	Keynote Speaker Session
10:30 – 11:00	Break in Exhibit Hall
11:00 – 12:15	Merchant Roundtable Session
12:15 – 1:45	Lunch in Exhibit Hall
1:45 – 2:15	“The Future of Instant Payments: Driving to Ubiquity”
2:15 – 3:15	Faster Payment Panel Session
3:15 – 3:45	Break in Exhibit Hall
3:45 – 4:15	Consumer Identity Behaviors and Account Takeover
4:15 – 5:15	Fraud Roundtable Session
5:15 – 7:00	Payments Summit / USPF Joint Welcome Reception in Exhibit Hall

Wednesday, March 1

8:00 – 8:45	Breakfast in Exhibit Hall
8:45 – 9:45	Industry Partners Panel – State of the Payments Industry
	Emerging Technologies	Game Changers
9:45 – 10:00	Track Chair Address	Track Chair Address
10:00 – 11:00	Secure Remote Commerce Overview	P2P Payments Panel
11:15	Break in Exhibit Hall
11:15 – 12:00	Digital Currencies / Crypto	Build Resilience and Drive Growth Through Payment Operations Transformation
12:00 – 1:30	Lunch in Exhibit Hall
1:30 – 2:45	Mobile Drivers Licenses (mDL) and the Payments Community	Cross Border Payments Panel
2:45 – 3:15	Break in Exhibit Hall
3:15 – 4:15	Advancements in Cards and Contactless Technologies	Health, Medical and Social Care Payments
4:15 – 5:15	Ultra-wide Band Technology Overview (FiRa Consortium)	Birds of a Feather: Health, Medical and Social Care Payments – Next Steps
5:15	Day 2 Adjourns

Thursday, March 2

8:00 – 8:45	Breakfast in Ballroom
8:45 – 9:15	Panel – Buy Now Pay Later (BNPL)
	Emerging Technologies, Con’td	Hot Topics
9:15 – 9:30	Track Chair Address	Track Chair Address
9:30 – 10:30	Tokenization Landscape / Recent Changes for Debit Networks	Payments in Transportation
10:30 – 11:00	Break
11:00 – 12:00	Merchant Acquirer Perspective: The Future of Unified Commerce	AI, Data Science and Behavioral Analysis in Payments
12:00 – 1:00	Lunch in Ballroom
1:00 – 2:00	The Rapidly Evolving Definition of Payments Orchestration (and how to make it work for your payments stack)	Payments in the Metaverse Overview
2:00	Conference Concludes

Sun., February 26

5:15 - 7:30 PM • Welcome Reception - Opening of Vendor Pavilion (All Registrants)

Mon., February 27

2022 U.S. Payments Forum Meeting Agenda

Monday, February 28

	U.S. Payments Forum Meeting Agenda (USPF Members Only) In conjunction with 2022 Secure Technology Alliance Payment Summit Plenary Session
8:00 – 8:45	Registration and Networking		First-Time Attendee Briefing – Devon Rohrer, U.S. Payments Forum
8:45 – 9:30	Welcome and Opening of U.S. Payments Forum Member Meeting Agenda Overview – Jason Bohrer, U.S. Payments Forum (10 min) U.S. Payments Forum Overview, Status and Member Recognition – Jason Bohrer, U.S. Payments Forum (30 min) Anti-Trust Policy Guidelines – Russ Schlossbach, Gesmer Updegrove (5 min)
9:30 – 10:15	Roundtable / Panel: Stakeholder Report – Issuers, Merchants and Acquirers Panelists: Tim Mansfield, Truist; Keri Crane, Jack Henry & Associates; Roberta Braum, Starbucks; Maureen Elworthy, JP Morgan; Art Harper, PSCU; Joe Vasterling, Best Buy; Kara Gunderson, CITGO; Mike Lindberg, CHS Payments Solutions; Brant Peterson, FIS; Rehman Baig, Adyen
10:15 – 10:45	Morning Break
10:45 – 11:45	Roundtable / Panel: Stakeholder Report – Global & Domestic Networks Global Networks: Tom Pouliot, UnionPay; Berke Baydu, Mastercard; Kate Weiler, Discover; Andreas Aabye, Visa; Preeti Kanwal, American Express; Dan Skaling, JCB Domestic Networks: Manish Nathwani, SHAZAM; Jennifer Schroeder, Pulse; Lillie Platko, FIS
11:45 – 12:15	PLENARY: Working Committee Chair Presentations (5-10 minutes per Working Committee). Sessions will cover Working Committee activities and status; membership; session agendas
12:15 – 1:15	Lunch		Steering Committee Communications Subcommittee (Committee members only).
1:15 – 2:15	Break Out Discussion Group Sessions – Group 1
	ATM Working Committee Full Working Committee Session	Communication & Education Working Committee Full Working Committee Session	Merchant SIG LEAD: Joe Vasterling, Best Buy
2:15 – 2:30	Session Transition Time
2:30 – 3:30	Break Out Discussion Group Sessions – Group 2
	Petro Working Committee Full Working Committee Session	Transit Contactless Open Payments Working Committee Full Working Committee Session	Issuer SIG LEAD: Keri Crane, Jack Henry & Associates
3:30 – 3:45	Break
3:45 – 5:00	Break Out Discussion Group Sessions – Group 3
	Mobile & Touchless Payments Working Committee Full Working Committee Session	Testing & Certification Working Committee Full Working Committee Session	Debit Routing Working Committee Full Working Committee Session
5:15 – 6:15	Steering Committee Meeting (Steering Committee members only)
5:15 – 7:30	Reception in Exhibit Hall (Opening of the Payments Summit – all registered U.S. Payments Forum members and Payments Summit attendees are welcome)

Tues., March 1

Tuesday, March 1

	2022 Payment Summit Plenary Session
7:30 – 8:45	Breakfast in Exhibit Hall
8:45 – 9:00	Chairman’s Welcome Address: Jason Bohrer, Executive Director, Secure Technology Alliance
9:00 – 9:30	Keynote Speaker Session: State of the Industry – trends in payments – Ulrike Guigui, Executive Vice President, Head of Enterprise Payments, Wells Fargo & Company
9:30 – 10:00	Keynote Speaker Session: How Fraudsters Scale Payment System Attacks – Mike Lemberger, Senior Vice President, Chief Risk Officer for North America, Visa
10:00 – 10:30	Keynote Speaker Session: Ready, Set, FedNow: Accelerate Your Business with Instant Payments –Tim Boike, Vice President Industry Relations & Engagement, Federal Reserve Bank of Chicago
10:30 – 11:00	Break in Exhibit Hall
11:00 – 12:15	Keynote Roundtable Session: ISO 20022 and Request to Pay Moderator: Rodman Reef, Managing Principal, Reef Karson Consulting Panelists: Jim Colassano, Senior Vice President, Product Development, The Clearing House; Frank Van Driessche, AVP, Head of ISO 20022, FedNow Product Management, Federal Reserve Bank – Chicago
12:15 – 1:45	Lunch in Exhibit Hall
1:45 – 2:15	Keynote Speaker Session: Payments Security in the Digital Landscape: Bolster Your Defenses Against Fraud – Marianne Crowe, Vice President, Secure Payments Innovation and Research, Federal Reserve Bank of Boston
2:15 – 3:15	Keynote Roundtable Session: Blockchain and Cryptocurrency – Impact on payments Moderator: Megan Heinze, President, Financial Institutions, North America, Idemia Panelists: How Fintechs Become Blockchain Ready – David Post, Chainlink Labs How Merchants Benefit from Accepting Crypto Currencies – Peter Jensen, CEO, Rocketfuel Blockchain
3:15 – 3:45	Break in Exhibit Hall
3:45 – 4:15	Keynote Speaker Session: Best Practices in Cybersecurity and Fraud Prevention – Max Alexander, Vice President, Cyber and Tech Emerging Threats, JP Morgan Chase
4:15 – 4:45	Keynote Speaker Session: Exploring the Recovery Era Payments Landscape – Ryan Tuttle, Consultant, Euromonitor International
4:45 – 5:15	Keynote Roundtable: What’s Driving Trends in Payments – Judith McGuire, Vice President, Global Products and Pricing, Discover Global Network
5:15 – 7:00	Payments Summit/USPF Joint Welcome Reception in Exhibit Hall

2022 U.S. Payments Forum Meeting Agenda

Tuesday, March 1

	U.S. Payments Forum Meeting Agenda (USPF Members Only) In conjunction with 2022 Secure Technology Alliance Payment Summit Plenary Session
8:00 – 8:45	Coffee and Networking
8:45 – 12:15	NO U.S. PAYMENTS FORUM AGENDA DURING MORNING PAYMENTS SUMMIT KEYNOTE SESSIONS
12:15 – 1:15	Lunch	Working Committee Co-Chair/Steering Committee Meeting (Steering Committee and Working Committee co-chairs only)
1:15 – 2:15	Break Out Discussion Group Sessions – Group 4
	Communication & Education Working Committee Session Working Group Session – Tokenization Webinar Series	Payments Fraud Working Committee Open Discussion on Quantum Computing: Discovering the risks	Joint Petro / Testing & Certification Working Committee Full Working Committee Sessions
2:15 – 2:45	Session Transition Time
2:45 – 3:45	Break Out Discussion Group Sessions – Group 5
	Payments Fraud Working Committee Part 2: Continued discussion on Quantum Computing	Kernel in the Cloud Birds of a Feather Session LEAD: Henk van Dam, UL
3:45 – 4:15	Break/ Session Transition Time
4:15 – 5:15	Break Out Discussion Group Sessions – Group 6
	Mobile & Touchless Payments Working Committee Working Group Session: FAQ on QR Codes	Cryptocurrency Birds of a Feather Session LEAD: Manish Nathwani, SHAZAM; Oliver Manahan, Infineon
5:15 – 7:30	Reception in Exhibit Hall

PAYMENTS SUMMIT

8:45 – 5:15 PLENARY KEYNOTE SESSIONS

Scroll UP to see the Payments Summit agenda

Wed., March 2

Wednesday, March 2

	2022 Payment Summit Track Sessions
8:00 – 8:45	Breakfast in Exhibit Hall
	Emerging Technologies Track	Game Changers Track Track Sponsor:
8:45 – 9:00	Track Chair Address	Track Chair Address Megan Heinze, President, Financial Institutions, North America, Idemia
9:00 – 10:15	Roundtable: Mobility as a Service Panel Moderator: Platform-based fare solutions as the foundation for Mobility as a Service – David DeKozan, Vice President Business Development, Cubic Economic Equity for the Gig Economy – Will Graylin, Founder & CEO, OV Loop & Indigo Gary Googins, General Manager – Americas, Vix Technology	9:00 – 9:50 Building an mDL Ecosystem. What’s happening with mDL Pilots? Moderator: Scott Vien, Director of Operations and Strategic Partnerships, GET Group N.A. Gain experience and visibility into mDL pilot activities and benefits of adoption. Hear from relying parties about account enrollment, age verification, confirmed receipt, passenger screening, and more. Panelists: Ryan Williams, Utah DLD Justin Olson, UCCU Jason Lim, TSA David Kelts, Director of Product Development, Mobile ID, GET Group Michelle Schmitt, Utah DABC 9:50 – 10:15 How to Design Your Use Cases to Accept mDL Technology – David Kelts, Director of Product Development, Mobile ID, GET Group
10:15 – 10:45	Break in Exhibit Hall
10:45 – 12:00	Payments in Transit/transportation Moderator: Josh Martiesian, Visa Head of Urban Mobility, Visa Why Contactless Payments are the Future of Transit – Andy Taylor, Senior Director of Global Strategy, Cubic Payments in Transition: Seattle Next Generation Fare Payment Evolution – Brittany Esdaile, Sound Transit How new payment options benefit cash customers in transit – Lawrence Sutton, Principal Consultant, Consult Hyperion Nick Halden, Vix Technology Troy Bernard, Discover Toby Holmes, Business Development Director North America, Scheidt-Bachmann	10:45 – 11:30 Card Holder Authentication via an mDL How are we planning to adopt mDLs within the payments ecosystem? Moderator: Tom Lockwood Eric Obrien, Vice President, Collaboration & Education, Merchant Advisory Group Edward Perez, Head of Card Brand & Processor Compliance, Verifone Scott Green, Manager, Product Innovation, Shazam David Kelts, Director of Product Development, Mobile ID, GET Group 11:30 – 12:00 FIDO for payments: a new frontier for authentication – Dewald Nolte, Co-Founder and Chief Strategy Officer, Entersekt
12:00 – 1:30	Lunch in Exhibit Hall
1:30 – 2:15	Legacy Platforms, how to update? Moderator: ‘Rip and Replace’ Isn’t the Solution for Modernizing Payments – Ryan Mason, SVP and Head of Bank Sales, Extend Innovate payments smarter, not harder – Jennifer Dimenna, SVP, Product, Apiture Taking on the Cloud and the Next Evolution in Payments – Zubin Vandrevala, VP of Business and Partner Development, Gr4vy	AI in Payments How Mobile Tech and Machine Learning are Transforming Payments – Toby Russell, Co-Founder and Co-CEO, Shift (Remote) Artificial Intelligence meets 3-D Secure: a case study – Mzukisi Rusi, VP: Customer Success, Entersekt & Dewald Nolte, Co-Founder and Chief Strategy Officer, Entersekt Hal Granoff, Head of U.S. Market Development, Callsign
2:15 – 2:45	NFC and Payments Beyond Payment: NFC Equipping Brands and Enhancing the Consumer Experience – Amir Khoshniyati, General Manager and Vice President, Transponder Business, Identiv	2021 Cybersource Fraud Report Results Paul Baer, Senior Director, Cybersource
2:45 – 3:15	Break in Exhibit Hall
3:15 – 3:45	Tap to Pay Progress and Innovation in Tap to Pay: The Path to Tap to Pay Maturity – Gina Creek, U.S. Head of Tap to Pay, Visa (remote)	Open Banking, RTP, and 3DS Open Banking + Real-Time Payments: The Next Wave of Consumer Payments – Vanni Parmeggiani, Director, Open Banking & Real-Time Payments, GoCardless
3:45 – 4:15	Compliance 4 Secrets to Compliance as a Competitive Advantage – Mahmoud Abdelkader, CEO & co-founder, Very Good Security	Data Analytics in Payments Three Keys of Secure Payments Modernization – John Noltensmeyer, Chief Technology Officer, TokenEx
4:15 – 5:15	4:15 – 4:45 Mobile Payments Moderator: Kevin Emery, Director, Underwriters Laboratory P2P Mobile Payments: Get on Board or Get Left Behind – Eric Dotson, Executive Vice President, Aptys Val Vanourek, Discover Financial Services 4:45 – 5:15 Future of Biometrics in Payments What do you really know about biometrics? –Moderator: Kevin Emery, Director, Underwriters Laboratory Hal Granoff, Head of US Market Development, Callsign Andy Farmer, Vice President Sales North America, Corporate Identity, Public Security & Identity, Idemia	Future of Authentication & Fraud Detection Moderator: Alan Whittemore, Manager, Industry Engagement Strategy, American Express Mansour Karimzadeh, Partner, Managing Director USA, SCIL Chackan Lai, President of Visa Global Risk Advisory and Innovation, Visa Jeff Gipson, Discover Financial Services
5:15	Day 2 Adjourns

2022 U.S. Payments Forum Meeting Agenda

	U.S. Payments Forum Meeting Agenda (USPF Members Only) In conjunction with 2022 Secure Technology Alliance Payment Summit Plenary Session
8:00 – 8:45	Coffee and Networking
8:45 – 10:00	Break Out Discussion Group Sessions – Group 7
	Joint Merchant / Issuer SIG LEAD: Joe Vasterling, Best Buy; Keri Crane, Jack Henry & Associates	Working Committee / Breakout Session
10:00 – 10:15	Break/Session Transition Time
10:15 – 11:15	Break Out Discussion Group Sessions – Group 8
		Working Committee / Breakout Session
11:15 – 11:30	Break/Session Transition Time
11:30 – 12:30	Breakout Session Reports (Working Committee Chairs, SIG Leads, BoF Leads)
12:30 – 1:30	Lunch
1:30 – 2:30	USPF MEETING ADJOURNS
	1:30 – 5:15	PAYMENTS SUMMIT AGENDA CONTINUES UNTIL 5:15PM

PAYMENTS SUMMIT

8:45 – 5:15 Emerging Technologies Track

Scroll UP to see the Payments Summit agenda

8:45 – 5:15 Payments Game Changers

Scroll UP to see the Payments Summit agenda

Thurs., March 3

Thursday, March 3

	2022 Payment Summit Track Sessions
8:00 – 8:45	Breakfast in Ballroom C
	Emerging Technologies Track	Hot Topics Track
8:45 – 9:00	Track Chair Address	Track Chair Address
9:00 – 10:15	Advancements in Card Technologies Moderator: Oliver Manahan, Director, Business Development, Infineon Adam Lowe, Chief Innovation Officer, Product Development & Commercialization, CompoSecure (Remote) (Metal & Crypto wallet) Max Michieli, Director, Sustainability Products, CPI (Green/sustainable) Sebastien Pochic, CTO, Ellipse (dCVV) Vince Graziani, CEO, IDEX (biometric)	BNPL Roundtable – Focus on Fraud Moderator: Preeti Kanwal, Director, Industry Engagement, Network Solutions & Operations, American ExpressWinning BNPL customers: How to reduce risk without adding friction – Kurt Weiss, Director of Financial Services and Payments, Ekata, a Mastercard Company How to keep BNPL fraudster-free? – Nate Marquiss, Head of Financial Services and Fintech, Trustly, Inc. BNPL – How to bring e-commerce rails to a physical world – Peter Cooper, Fidesmo AB Andreas Aabye, Director Tap to Pay, Visa Bryan Penny, VP Policy Development and Innovation, Network Solutions & Operations, American Express Silvana Hernandez, Senior Vice President, Mastercard (Remote)
10:15 – 10:45	Break
10:45 – 12:00	Changes in Cards in Use Moderator: Jack Jania, VP Product Management and Innovation, CPI Tokenized payment cards – mitigating risk for issuers on debit cards – Peter Cooper, Fidesmo AB	BNPL Roundtable – State of Market: How Fintechs are moving forward Moderator: Eric O’Brien, Vice President, Collaboration & Education, Merchant Advisory Group Alternative payment methods and BNPL: How to improve consumer experience and loyalty – Ross McFerrin, VP, Enterprise Growth, Trustly Franchesca Gayadan, Zip Jennifer Bennett, Affirm Chris Bixby, Sezzle Zahir Khoja, Afterpay
12:00 – 1:00	Lunch in Ballroom C
1:00 – 1:30	8-Digit BIN Moderator: Itai Sela, President and CEO, B2 Payment Solutions Using Tokenization to Safely Transition to 8-Digit BINs – John Noltensmeyer, Chief Technology Officer, TokenEx	Authentication & 3DS Panel Moderator: Alan Whittemore, Manager, Industry Engagement Strategy, American ExpressPractical Tips for Dealing with the Reality of 3D Secure – Catherine Jones, Technical Product Manager, Ravelin Brian Byrne, Director of Engagement and Operations, EMVCo
1:30 – 2:00	Nacha Validation Rule Nacha Validation Rule: What You Need to Do to Mitigate Risk – Eric Jamison, Vice President of Product Management, Envestnet \|Yodlee	Authentication & 3DS Panel (continued)
2:00 – 2:30	Central Bank Digital Currencies What is CBDC? And where we are – Erin English, Technology Policy Fellow for the Visa Economic Empowerment Institute, Visa Catherine Gu, NEW: Head of CBDC, Visa
2:30 – 3:00
3:00	Conference Adjourns

2023 Payments Summit Agenda

Sunday, February 26

Monday, February 27

Tuesday, February 28

Wednesday, March 1

Thursday, March 2

Sun., February 26

5:15 - 7:30 PM • Welcome Reception - Opening of Vendor Pavilion (All Registrants)

Mon., February 27

2022 U.S. Payments Forum Meeting Agenda

Monday, February 28

Tues., March 1

Tuesday, March 1

2022 U.S. Payments Forum Meeting Agenda

Tuesday, March 1

Wed., March 2

Wednesday, March 2

2022 U.S. Payments Forum Meeting Agenda

Wednesday, March 2

Thurs., March 3

Thursday, March 3

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