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 Aite-Novarica Group Head of Banking & Payments Insights & Advisory Christine Barry, Director, Commercial Banking & Payments Practice Erika Baumann, and Aite-Novarica 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 Aite-Novarica Group throughout the day, with scheduled time to connect and reconnect with industry professionals and colleagues  
  • Hear from Aite-Novarica Group 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 Aite-Novarica Group’s Commercial and Small Business Banking Forum 

Featured Speakers

Keynote Speaker

Joe Hussey
Joe Hussey
SVP Payables & Receivables
Wells Fargo
Amy Beninato
Amy Beninato
Executive Director / Sales Manager, Transaction Banking
Standard Chartered Bank
Marc Harrison
Marc Harrison
Director, Enterprise CX Strategy
SVB
Jo Jagadish
Jo Jagadish
Head of Corporate Products & Services
TD Bank
Jason Kincaid
Jason Kincaid
COO of Treasury & Payment Solutions
Synovus Bank
Kavita Kurella
Kavita Kurella
Director of Product Strategy and Merchant Services
Citizens Bank
Patricia Mullin
Patricia Mullin
SVP, Director of Treasury Management
Cambridge Trust

Aite-Novarica Group Event Chairs and Moderators

Christine Barry
Christine Barry
Head of Banking and Payments
Aite-Novarica Group
Erika Baumann
Erika Baumann
Tester
Aite-Novarica Group
Enrico Camerinelli
Enrico Camerinelli
Strategic Advisor
Aite-Novarica Group
Paul Kizirian
Paul Kizirian
Strategic Advisor
Aite-Novarica Group
Benjamin Nestor
Benjamin Nestor
Senior Associate
Aite-Novarica Group
Gilles Ubaghs
Gilles Ubaghs
Strategic Advisor
Aite-Novarica Group

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 - 11:50 AM
Benjamin Nestor
11:50 AM - 12:30 PM
Paul Kizirian
12:30 PM - 1:30 PM
 
1:30 PM - 1:50 PM
Christine Barry
Enrico Camerinelli
1:50 PM - 2:30 PM
Christine Barry
Enrico Camerinelli
2:30 PM - 3:10 PM
Gilles Ubaghs
Enrico Camerinelli
3:10 PM - 4:00 PM
 
4:00 PM - 4:20 PM
 
4:20 PM - 5:00 PM
Christine Barry
5:00 PM - 6:00 PM
 

*Subject to change

Premier Sponsors

Gold Sponsor

Interested in sponsoring or speaking at this event?
Please email events@aite-novarica.com for more information on our sponsorship and speaking opportunities.

Venue

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