Follow the 22nd Annual Card Forum & Expo


22nd Annual Card Forum & Expo.

Card Forum & Expo (annual event) 05/16-18, 2010

The largest cards and payments marketing event with more than 800 attendees, continues to provide a gathering place for the broad spectrum of payments industry players – from card issuers to analysts, associations, and service and technology providers in the credit, debit and prepaid market.

Sunday, May 16, 2010

11:00 AM –
1:00 PM – 2:30 PM
Workshop A: Optimizing your Existing Payments Products for a Mobile Environment

Workshop Leader: Philip J. Philliou, Partner, PHILLIOU SELWANES PARTNERS, LLC
2:30 PM – 4:30 PM
Workshop B: Card Legislation: Lessons Learned from the CARD Act, and Preparing for the Next Wave

Workshop Leader: Duncan B. Douglass, Partner, ALSTON & BIRD, LLP
Workshop Leader: Judith E. Rinearson, Partner, BRYAN CAVE LLP & Regulatory Counsel, Chair of the Government Relations Working Group,, NETWORK BRANDED PREPAID CARD ASSOCIATION
4:45 PM – 5:30 PM
Keynote Session: The Future of Electronic Payments – Where Do We Go From Here?

Chris McWilton, President, U.S. Markets, MASTERCARD WORLDWIDE

Monday, May 17, 2010

Click on any of the track details below to view a detailed explanation
8:15 AM – 8:30 AM
Welcome and Opening Remarks

Jeffrey Green, Editorial Director, Payments Group & Editor-in-Chief, PaymentsSource, SOURCEMEDIA
8:30 AM – 9:15 AM
Keynote Session: Enhancing Every Step of the Customer Experience

Joe Purzycki, Chief Operating Officer, BARCLAYCARD US
9:15 AM – 10:00 AM
Keynote Session: Back-to-Basics: The Re-Emerging Role of Retailers in Financial Services Today

Susan Ehrlich, SVP and President, Sears Financial Services, SEARS HOLDINGS CORPORATION
10:00 AM – 10:30 AM
10:30 AM – 11:15 AM
Keynote Panel Discussion: What We’ve Learned from the Great Recession, and Challenges Past

Moderator: Mark Van Ert, Managing Director, FG SOLUTIONS
Panelist: Daniel J. Frate, Executive Vice President , Retail Banking, PNC FINANCIAL SERVICES
Panelist: Siddharth N. “Bobby” Mehta, CEO and President, TRANSUNION
Panelist: David Wesselink, former Chairman & CEO, METRIS COMPANIES INC.
11:15 AM – 12:00 PM
Analyst Roundtable: The Impact of Regulation on Issuer Marketing

Moderator: Kevin O’Donnell, VP, Credit Issuance, DISCOVER FINANCIAL SERVICES
Panelist: Dennis Moroney, Research Director, Bank Cards, TOWER GROUP
Panelist: Elizabeth Robertson, CCM, Director of Payments Research, JAVELIN STRATEGY AND RESEARCH
Panelist: Ron Shevlin, Senior Analyst, AITE GROUP
12:00 PM – 1:00 PM
Maximizing Your Debit Revenue is as Easy as 1-2-3

Kim Gardner, Vice President, Strategy, Analytics & Pricing, STAR NETWORK
Mary Knich, Vice President, ATM Products, FIRST DATA
Julie Bohn, Vice President, Financial Institution Loyalty Programs, FIRST DATA


12:00 PM – 1:00 PM
1:00 PM – 1:30 PM
1:30 PM – 2:15 PM
Track: Credit and Debit Trends View Track Hitting Moving Targets: Five Critical Drivers Behind Cardholder Satisfaction

J. Michael Beird, Director of Banking Services Practice, J.D. POWER AND ASSOCIATES
Ryan Garton, Director of Consumer Insights, DISCOVER CARD
1:30 PM – 2:15 PM
Track: Customer Loyalty View Track Driving Loyalty in a Challenging Industry Environment

Moderator: Bram Hechtkopf, VP, Loyalty Strategy, KOBIE MARKETING
Panelist: Stef Erik Anderson, First VP Loyalty and Rewards, SUNTRUST BANKS
Panelist: Jason Dolat, Director, US Card Strategy, RBC BANK (USA)
Panelist: David Tate, VP, Customer Growth & Retention, WELLS FARGO CARD SERVICES
1:30 PM – 2:15 PM
Track: Emerging Payments View Track The Maturing of Alternative Payments: Friends or Foes?

Patricia Hewitt, Director, Debit Advisory Services, MERCATOR ADVISORY GROUP
Rene Pelegero, Senior Director, Industry Relations and Strategy, PAYPAL
2:20 PM – 3:05 PM
Track: Credit and Debit Trends View Track Regulation in Practice & New Laws in Action

Kathryn C. Kling, Partner, NELSON MULLINS RILEY & SCARBOROUGH LLP
Jon Neiditz, Partner, NELSON MULLINS RILEY & SCARBOUROUGH LLP
2:20 PM – 3:05 PM
Track: Customer Loyalty View Track Portfolio Peak Performance: Acquisition, Activation, Usage and Retention Strategies that Work

Moderator: Troy Land, Director, Loyalty Services, FIS
Panelist: Loretta Barber, AVP of Operations, BANK OF ZACHARY
Panelist: Don Denofio, CEO, SARATOGA FEDERAL CREDIT UNION
Panelist: Charles Driest, Director of Strategic Planning & Corporate Development, UNION FIRST MARKET BANCSHARES CORP.
Panelist: David Gremillion, VP, AMERICAN BANK & TRUST
2:20 PM – 3:05 PM
Track: Emerging Payments View Track Person-to-Person Payments: The Market Opportunity for Banks

Jason Hills, General Manager, Major Financial Institutions, CASHEDGE
Howie Wu, VP, Virtual Banking, BECU
3:05 PM – 3:30 PM
3:30 PM – 4:15 PM
Track: Credit and Debit Trends View Track Best Practices in Selling Cards through Non-Traditional Channels

Moderator: Campbell Edlund, President & CEO, EMI STRATEGIC MARKETING
Panelist: Nancy Brook, VP, Credit Card Marketing, FIRST INTERSTATE BANK
Panelist: Anas Osman, VP, New Cardmember Acquisition, DISCOVER FINANCIAL SERVICES
3:30 PM – 4:15 PM
Track: Customer Loyalty View Track A Look at Loyalty in Retailing: Seizing Share of Wallet With Today’s New Consumer

Moderator: Kelly Hlavinka, Partner, Contributing Editor, COLLOQUY
Panelist: Shawn Bloom, General Manager, SCENE LP, CINEPLEX
Panelist: Raashi Hasija, Manager, CRM – Loyalty Programs & Partnerships, NEW YORK & COMPANY
3:30 PM – 4:15 PM
Track: Emerging Payments View Track Pioneering Payment Options for the Credit Card Industry

Moderator: Eric Lindeen, Marketing Director, ZOOT ENTERPRISES
Panelist: Kevin Boglarsky, Director, Network Products, DISCOVER NETWORK
Panelist: Virginia Garcia, VP, Strategic Insights, FISERV
Panelist: Brian Riley, Research Director, Bank Cards, TOWERGROUP
4:20 PM – 5:05 PM
Track: Credit and Debit Trends View Track Less-Risky Business: Preventing Card Fraud and Minimizing its Effects

JB Rambaud, EVP, Chief Security & Risk Officer, FISERV
4:20 PM – 5:05 PM
Track: Customer Loyalty View Track Boosting Rewards without Breaking the Bank

Julie Bohn, VP, Information Services, FIRST DATA
Jonathan Telzrow, SVP, Consumer & Commercial Credit Cards, AMALGAMATED BANK OF CHICAGO
4:20 PM – 5:05 PM
Track: Emerging Payments View Track Making Mobile Phones the Most Accessible Payments Tool

Jurgen Wassman, Regional Head – Innovative Platforms, Latin America & Caribbean Region, MASTERCARD WORLDWIDE
5:05 PM – 6:30 PM

Tuesday, May 18, 2010

Click on any of the track details below to view a detailed explanation
7:45 AM – 8:15 AM
8:15 AM – 9:00 AM
How New and How Normal?

Peter Vaughn, Senior Vice President, Global Brand Management and Marketing, AMERICAN EXPRESS COMPANY
9:00 AM – 9:45 AM
General Session: The Appetite for Prepaid: Evaluating Prepaid as Part of your Overall Product Mix

Jim Dean, Vice President, ROBERT E. NOLAN COMPANY
Kirsten Trusko, President and Executive Director, NBPCA – NETWORK BRANDED PREPAID CARD ASSOCIATION
9:45 AM – 10:15 AM
10:15 AM – 11:00 AM
Track: Credit and Debit Trends View Track Consumer Switching From Credit to Debit: The Under-Reported Threat to Credit Cards

Ken Paterson, VP Research Operations, MERCATOR ADVISORY GROUP
10:15 AM – 11:00 AM
Track: Customer Loyalty View Track Loyalty Re-imagined: Using Old Principles with Cutting Edge Technology

Steve Cone, CMO, BRIERLEY&PARTNERS/AD GATEWAY
10:15 AM – 11:00 AM
Track: Emerging Payments View Track Adding Value to a Prepaid Card Program with Expedited Bill Payment

Greg Waltz, General Manager of Payment Products, MONEYGRAM
David W. Hill, Senior Product Manager, NETSPEND CORPORATION
11:05 AM – 11:50 AM
Track: Credit and Debit Trends View Track A Comprehensive Debit Strategy

Scott Qualls, SVP, Deposit Access Products, BB&T
Bob Whyte, Head of Consumer Debit Products, North America, VISA, INC.
11:05 AM – 11:50 AM
Track: Customer Loyalty View Track Loyalty at the Point of Sale through Real-time Rewards

Moderator: Jonathan Silver, President and CEO, AFFINITY SOLUTIONS
Panelist: John MacMillan, VP Product Management, COMERICA BANK
Panelist: Gerry O’Brion, VP Marketing, Red Robin Restaurants, RED ROBIN RESTAURANTS
Panelist: Jake Sterling, VP, Partnerships, MARITZ REAL-TIME REWARDS
11:05 AM – 11:50 AM
Track: Emerging Payments View Track The Hispanic Market and Prepaid Products

Alex Liu, VP, Global Prepaid Product Development, MASTERCARD WORLDWIDE
Patrick Brown, EVP, Emerging Markets, NETSPEND
11:55 AM – 12:40 PM
Track: Credit and Debit Trends View Track The Habits of the Affluent During a Time of Recovery

Ed Jay, SVP, AMERICAN EXPRESS BUSINESS INSIGHTS
11:55 AM – 12:40 PM
Track: Customer Loyalty View Track Maximizing Cardholder Loyalty and Profitability through Effective Partnership Marketing Programs

Stef Erik Anderson, First VP, Loyalty and Rewards, SUNTRUST BANKS
Sarah Arvin, EVP Product and Program Development, VESDIA CORPORATION
Evan Weisenfeld, Senior Vice President, Partner Development, UPROMISE INC.
11:55 AM – 12:40 PM
Track: Emerging Payments View Track The Prepaid Applications for Government Disbursements

Nizam Antoo, Senior Business Leader, Consumer Prepaid Products, VISA, INC.
Tracy Dangott, VP, Senior Product Manager, Public Sector Prepaid, JPMORGAN CHASE

Event Information Event: 22nd Annual Card Forum & Expo Event Dates: Sunday, 05/16/10 12:00 AM – Tuesday, 05/18/10 12:00 AM



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