The pace of technology and automation continues to push financial institutions and their partners to new bounds. 2022 was a year of continued transition in cash management and payments as industry leaders pushed the bar higher and industry followers strategized on which moves needed to come first. In 2023, digital transformation is top of mind for all banks and their technology partners as institutions find ways to modernize infrastructure within the confines of business-as-usual activities.   

In the midst of this, businesses of all sizes are choosing financial services partners more carefully and creating higher levels of volatility. Businesses are increasingly working with fintech providers directly, taking advantage of tighter integration, real-time capabilities, automation, and analytics provided by niche players. Competition for financial institutions now extends beyond just other institutions. Staying relevant and competitive in the areas most important to business clients is critical to success, but this can mean different priorities for different financial institutions.   

Attend this dynamic and interactive conference to discuss the latest trends and innovation within the cash management and payments industry as financial institutions look to successfully operate in today’s challenging environment. Join Datos Insights (formerly Aite-Novarica Group Head of Banking & Payments Insights & Advisory Christine Barry, Director, Commercial Banking & Payments Practice Erika Baumann, Group) experts Enrico Camerinelli, Gilles Ubaghs, Paul Kizirian, and Benjamin Nestor as they moderate panels of industry thought leaders and share recent research findings and insights into the drivers, best practices, and successful change and innovation within this critical industry.  

Reasons to Attend:   

  • Participate in interactive panel discussions covering some of the industry’s hottest topics, including the changing payment landscape, the needs of the middle-market segment, future tech (such as cryptocurrency, NFTs, and decentralized finance), APIs and open banking opportunities, and best practices in commercial banking onboarding  
  • Focus on what is most important to your financial institution with sessions in different tracks specific to small-business or corporate needs 
  • Network and exchange ideas with bank executives, leading technology providers, and thought leaders from Datos Insights throughout the day, with scheduled time to connect and reconnect with industry professionals and colleagues  
  • Hear from Datos Insights advisors about key trends impacting your business and get recommendations for how to best position your organization for success in today’s evolving industry  
  • Earn CTP/CCM credits — click here for more information on ways CTP/CCM credit can be earned from attending Datos Insights' Commercial and Small Business Banking Forum 

Featured Speakers

Larry Brehmer
Larry Brehmer
VP Treasury Operation
Vista Equity Partners
Pat Alcox
Pat Alcox
SVP, Treasury Management Product
Huntington Bank
Amy Beninato
Amy Beninato
Executive Director, Team Lead Cash Sales
Standard Chartered Bank
Jaclyn Coffin
Jaclyn Coffin
SVP/Managing Director, Head of TS Sales
BankUnited
Glenn Davis
Glenn Davis
Senior Vice President, Solution Advisor Manager
PNC Bank
Scott Graf
Scott Graf
President
Prolific Banking
Sridhar Guturi
Sridhar Guturi
Lead Product Manager
Infosys Finacle
Jyotsana K Jagadish
Jyotsana K Jagadish
Head of Corp. Prod. & Services, Comm. Banking
TD Bank
Dean Jenkins
Dean Jenkins
VP, Product Marketing
Q2
Carolyn Kennedy
Carolyn Kennedy
Exec Dir of Treas Mgmt
Arvest Bank
Jason Kincaid
Jason Kincaid
COO Treasury & Payment Solutions
Synovus
Shankar Kolinjavadi
Shankar Kolinjavadi
MD, Head of IT Commercial Banking, Lending & Payments
Mizuho Bank Ltd.
Kavita Kurella
Kavita Kurella
SVP, CAO/Product Strategy and Merchant Services
Citizens Bank
Mike LaCava
Mike LaCava
SMD - Commercial Product Management
Webster Bank
Karan Maini
Karan Maini
VP, Banking, Financial Services & Insurance
Persistent Systems
Seth Marlowe
Seth Marlowe
Sr Director, Head of Treasury Product Strategy & Innovation
Synovus
Peter Moirano
Peter Moirano
Director, Liquidity Solutions
BMO
Patricia Mullin
Patricia Mullin
SVP Director of Treasury Management
Cambridge Trust
Balakrishnan Narasimhan
Balakrishnan Narasimhan
SVP, Head of Solutions Consulting
Intellect Design
Rodney Nilson
Rodney Nilson
Vice President Product Management
Bottomline
Brian Radic
Brian Radic
Director
Thomas H. Lee Partners
Booshan Rengachari
Booshan Rengachari
CEO
Finzly
Matt Ribbens
Matt Ribbens
SVP, Sr. Dir., Treasury Product Management
First Citizens Bank
Santino Rivello
Santino Rivello
Director, Corporate Cash Management Solution Sales
Deutsche Bank
Bryan Schneider
Bryan Schneider
Product Head, FinTech Strategy & Partnerships
US Bank
Rick Scholz
Rick Scholz
Managing Director, Advisory Services - Payments
Deluxe
Chris Scott
Chris Scott
Solution Consultant Leader
Truist
Donovan Shand
Donovan Shand
Product Strategist, Commercial Payments Product Management
Fifth Third Bank
Kurt Shreiner
Kurt Shreiner
President - Payments Technology and Treasury Management
SouthState Bank
Mohamed Siraj
Mohamed Siraj
SVP- Head of TM Products
Seacoast Bank
Mark Smith
Mark Smith
Head of Payments and Global Liquidity Solutions for Transaction Banking
Goldman Sachs
Brent Stephens
Brent Stephens
Product Management Executive
Wells Fargo
Kapol Tandon
Kapol Tandon
VP and Head of Business, Americas
Infosys Finacle

Event Chairs and Moderators

Christine Barry
Christine Barry
Head of Banking and Payments
Datos Insights
Erika Baumann
Erika Baumann
Banker
Datos
Enrico Camerinelli
Enrico Camerinelli
Strategic Advisor
Datos Insights
Benjamin Nestor
Benjamin Nestor
Senior Associate
Datos Insights
David O'Connell
David O'Connell
Strategic Advisor
Datos Insights
Gilles Ubaghs
Gilles Ubaghs
Strategic Advisor
Datos Insights

Agenda at a Glance*

All times are in Eastern Daylight Time

Thursday, October 5, 2023
7:45 AM - 8:30 AM
 
8:30 AM - 9:00 AM
 
9:00 AM - 9:40 AM
Erika Baumann
9:40 AM - 10:20 AM
Christine Barry
10:20 AM - 10:40 AM
 
10:40 AM - 11:20 AM
Gilles Ubaghs
11:20 AM - 11:40 AM
Gilles Ubaghs and Benjamin Nestor
11:40 AM - 12:20 PM
David O'Connell
12:20 PM - 1:20 PM
 
1:20 PM - 1:40 PM
Gilles Ubaghs
Enrico Camerinelli
1:40 PM - 2:20 PM
Christine Barry
Enrico Camerinelli
2:20 PM - 3:00 PM
Gilles Ubaghs
Enrico Camerinelli
3:00 PM - 3:40 PM
 
3:40 PM - 4:00 PM
Erika Baumann
4:00 PM - 4:40 PM
Christine Barry
4:40 PM - 4:50 PM
Christine Barry
4:50 PM - 6:00 PM
 

*Subject to change

Premier Sponsors

Platinum Sponsors

Gold Sponsor

Supporting Sponsors

Interested in sponsoring or speaking at this event?
Please email [email protected] for more information on our sponsorship and speaking opportunities.

Venue

Quorum by Convene
1221 6th Ave
New York, NY 10020
(888)730-7307