As the financial industry has learned how to operate in a new normal, 2022 has been a year of innovation and technology adoption for the cash management and payments industry. Businesses of all sizes are embracing new technologies to make payment processes easier and more automated.

The critical middle-market segment is a sweet spot for many banks, and this segment is already making a shift to nonbank providers for cash management services that better meet their needs. As businesses partner with more than just their primary financial institution for services, the ability to integrate and connect these services is a new requirement for financial institutions that want to meet evolving demands. As a result, the integration and value-add of cash management and payment services is top of mind; APIs and open banking are no longer emerging concepts or for financial institutions’ internal use only. As new and emerging technologies become more accessible and are adopted more quickly, financial institutions don’t just have to catchup—they have to keep up!

Attend this dynamic and interactive conference in person to discuss the latest trends and innovation within the cash management and payments industry as financial institutions look to successfully operate in today’s fast-changing environment. Join Aite-Novarica Group Head of Banking & Payments Insights & Advisory Christine Barry, Director, Commercial Banking & Payments Practice Erika Baumann, and Strategic Advisors Paul Kizirian, David O’Connell, and Gilles Ubaghs as they moderate panels of industry thought leaders and share recent research findings and insights into the drivers, best practices, and successes of change and innovation within cash management and payments.

Key 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
  • 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 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 Innovation in Cash Management & Payments Forum
  • Be the first to congratulate the recipients of Aite-Novarica Group’s Fifth Annual Impact Innovation Awards for Cash Management and Payments


Who Should Attend:
Senior-level banking executives and financial industry leaders, including those from leading technology providers focused on business-to-business payments, customer experience, relationship management, onboarding, and liquidity management

Approved for up to 5 CTP/CCM recertification credits by the Association for Financial Professionals.

Featured Speakers

Special Guest Speaker

Stephen Markwell
Stephen Markwell
Head of Product Strategy and FinTech Partnerships Commercial Banking
JPMorgan Chase
Paula Barrington
Paula Barrington
EVP, Executive Dir. Treasury Services
BOK Financial
Shon Cass
Shon Cass
Executive Vice President and Founder
Texas Security Bank
Bridgit Chayt
Bridgit Chayt
Head of Commercial Payments and Treasury Management
Fifth Third Bank
Edmund Chua
Edmund Chua
AVP, Digital Strategy and Innovation
Canadian Western Bank
Howard Forman
Howard Forman
EVP, Head of Digital Channels
PNC Bank
Jim Gillespie
Jim Gillespie
Chief Product Officer
Dragonfly Financial Technologies
Karen Hacker
Karen Hacker
Senior Vice President
Comerica Bank
Dean Jenkins
Dean Jenkins
Principal Digital Solutions Strategist
Q2
Mike LaCava
Mike LaCava
SMD - Commercial Product Management
Webster Bank
Andrew Majesty
Andrew Majesty
SVP Director of Strategy
Seacoast National Bank
Seth Marlowe
Seth Marlowe
Sr Director, Head of Treasury Product Strategy & Innovation
Synovus
Balakrishnan Narasimhan
Balakrishnan Narasimhan
SVP, Head of Solutions Consulting
Intellect Design
Rodney Nilson
Rodney Nilson
Vice President Product Management
Bottomline Technologies
Kevin Morgan
Kevin Morgan
Head of Marketing
Able
Viviane Sabat
Viviane Sabat
Senior Vice President of Global Product Development
Mastercard
Mohamed Siraj
Mohamed Siraj
SVP- Head of TM Products
Seacoast Bank
Patricia Tripar
Patricia Tripar
Head of Commercial Payments
TD Bank
Rahul Wadhavkar
Rahul Wadhavkar
Head of Product Mgmt, NA
Infosys Finacle
Alex Yang
Alex Yang
Director, Connected Banking
Bank of America
Ron York
Ron York
Treasury Management Executive
Seacoast Bank

Aite-Novarica Group Event Chairs and Moderators

Christine Barry
Christine Barry
Head of Banking and Payments
Datos Insights
Erika Baumann
Erika Baumann
Director
Datos Insights
Paul Kizirian
Paul Kizirian
Strategic Advisor
Datos Insights
Benjamin Nestor
Benjamin Nestor
Senior Associate
Datos Insights
Gilles Ubaghs
Gilles Ubaghs
Strategic Advisor
Datos Insights

Agenda at a Glance*

All times are in Eastern Daylight Time

Premier Sponsors

Platinum Sponsors

Gold Sponsors

Supporting Sponsors

Interested in sponsoring this event?
Please contact us at [email protected] today to discuss our sponsorship opportunities!

Venue

 

 


Sheraton New York Times Square Hotel

811 7th Avenue 53rd Street
New York, NY 10019
United States

(212) 581-1000