Forum 2018 - Boston

Westin – Boston, Massachusetts – August 6th – 8th, 2018

425 Summer St, Boston, MA 02210

Innovation is a hallmark of our industry, and the PaymentsEd Forum is recognizing products that could make a difference in the online payments space.

Our Innovation Lab committee worked though the selection process to identify three compelling and exciting products coming to market to contend for the 2018 PaymentsEd Innovation Lab Award. Merchants had the chance to vote for their favorite product from these three finalists.


Learn More About These Products

Congratulations To Pazien Our First Ever Innovation Lab Winner


Registration open 1:00 PM – 7:00 PM

Women In Payments & Fraud 3:00 PM – 5:00 PM

The PaymentsEd Forum, MRC and Ethoca are partnering to celebrate female professionals in the payments industry and you’re invited to join us.

Now more than ever, women are excelling in fraud and payments and greatly influencing the industry. As this community continues to evolve and diversify, it’s our mission to create opportunities allowing women to empower other women.

This special session – Women In Payments, Risk and Fraud – will be led by female payment industry leaders and will provide you with industry updates, personal insights, and the opportunity to share and network.  There may be a few special surprises too!

Event is free to attend, however space is limited. Please note that you do not need to be a registered attendee of the PaymentsEd Forum event. We look forward to seeing you there.

Sponsored By



First Time Attendees Reception 5:00 PM – 6:00 PM

Networking/Opening Reception 6:00 PM – 7:30 PM

Sponsored By

Registration open 7:30 PM – 4:00 PM

Breakfast – 7:30 AM – 8:30 AM

Cafe Connect – 8:00 AM – 5:00 PM

Sponsored By


PaymentsEd 2018 Welcome – 8:30 AM – 8:45 AM

Keynote – 8:45 AM – 9:45 AM – Conversational Commerce with Openless Apps

Conversational Commerce with Openless Apps

Speaker – Peter Lisoskie

Today’s modern commerce environment is a Mobile First messaging experience. Consumer’s are conditioned to research, shop, buy, and message in a single mobile environment – their smartphones. They want content-rich experience where they can choose their journey, discover, and ask questions before they buy. This must be done inside a single hub to reduce friction, noise, and overwhelm – or you lose them. Sending them outside the hub creates drop-out and cart abandonment. Mr. Lisoskie will speaking about the next generation of payment transactions called Conversational Commerce using Openless Apps. An Openless App brings together a OneHub mobile experience integrating a Progressive Web App, Chatbot, Artificial Intelligence, and Database to deliver a low-friction seamless experience to the consumer. An Openless App can help in lead generation, customer service, market research, sales, and nurtures the entire customer journey for repeat business. Openless Apps are replacing websites, phone apps, and all the outdated silo marketing that doesn’t work. It’s time to bring your business into the age of modern conversational commerce.

Break – 9:45 AM – 10:00 AM

Concurrent Sessions A – 10:00 AM – 10:45 AM

Introduction to eCommerce payments

Operations – Laura Lacroix (Worldpay)

An overview of eCommerce payments and how your processor can help you manage while optimizing approvals and reducing cost.

Deep Tour Of The Dark Web – Exploring Where Fraud Comes From

Risk / Security – Dustin Clinard (Risk Ident), Lars Schumann (Risk Ident)

Online payment fraud continues to increase, and while merchants generally spend most of their time focusing on mitigating the impact of fraud, Risk Ident will explore where the information fraudsters are using is coming from – the Dark Web.

Strategies to Advance U.S. Payment Safety, Resiliency and Security

Risk / Security – Jim Cunha (Federal Reserve)

Maintaining strong payments security practices is a continuously moving target given the ever-evolving payments ecosystem and dynamic nature of the threat environment. The commitment to improve security is a priority throughout the payments industry. This session will cover the work efforts to support the payment industry such as the Data Sources that highlight broad-reaching intelligence reports and payments fraud trends. Hear from the Federal Reserve about a number of initiatives and collaborative efforts designed to tackle tough issues such as data protection, payment identity management and cybersecurity.

Go Local Strategy for Growth Markets: Payments as a strategic lever to expand user base, grow revenues and drive repeat business

International – Danielle Gotkis (dLocal), Cristian Gallardo (Avast), Patricia Peña (Wikimedia Foundation)

Whether we like it or not, alternative payment methods are an irreplaceable part of the day-to-day lives of emerging market consumers. This is how locals pay their for their utility bills, groceries, restaurant meals, retail and online purchases. In fact, in many EMEA, APAC and LATAM countries, banks transfers, local cards, e-wallets and cash methods are responsible for the bulk of transactions, so they are not alternatives at all. dLocal, Avast and Wikimedia will discuss the role of local payments in a merchant’s expansion strategy and share case studies of how they’ve implemented a ‘Go Local’ strategy in their organizations. The panlists will demonstrate that adding local payment methods will result in more than just closing a revenue gap, it will position your company as a local-savvy brand, expand your reach and drive loyalty.

Merchant Only Session – Reward Cards: Merchant High Cost of Acceptance vs. Realization of Expected Spend Lift

Operations – John Aglialoro (Verizon)

With the increased issuance of high rewards credit cards, consumers have more options than ever for how to maximize their purchasing power at the point of sale. Come listen to a panel of merchants discuss how they balance the high cost of accepting rewards cards vs the increased levels of spend potential these cards promise. Verizon-led panel representative of merchants across POS, bill-pay, and online purchases.

Fireside Chat – VISA

Roundtable – Sharon Haines (VISA)

Join representatives from VISA as we have an open dialog where you can present questions in an intimate session to better understand how recent and upcoming changes to VISA programs will impact your business. This session is an open format without a set agenda or power point presentation.

Networking Break – 10:45 AM – 11:15 AM

Concurrent Sessions B – 11:15 AM – 12:00 AM

What’s the Best Way to Eliminate Ecommerce Friction? Get the Customer Involved!

Risk / Security – Julie Fergerson (Ethoca), Megan Mahoney (Blueport Commerce), John Cornell (Experian)

CNP fraud, customer disputes, false declines, friendly fraud, customer dissatisfaction and mounting costs. These are some of the biggest hurdles faced by today’s ecommerce merchants and card issuers. The good news is there’s a new way to fight back – get the customer involved! Ethoca and a panel of merchant and issuer experts will discuss some of the ground-breaking, engaging and non-invasive ways they’re inserting the customers into the fraud management process and drastically improving the ecommerce experience for all parties involved.

Card Account Updater – Optimization and Non-Standard Uses

Operations – Sally Baptiste (Payment Operations Group)

Don’t just read your card account updater responses – read into them! Use some of the suggestions from this session to communicate with your systems and customers in a more insightful manner. We’ll be looking at: Services from American Express and Discover, services outside the US, responses, patterns, triggers/timing, and expansion.

The Future of BINs: What You Should Be Doing Now to Prepare

Operations – Dave Van Horn (VISA)

In 2017, the International Organization for Standardization (ISO) announced a change to the BIN length standard in response to an industry shortage of the numerics used for identification of issuers.   The change, from six to eight digits, will have broad implications to the entire payments ecosystem.  This session will cover impacts of the change to Visa and its stakeholders, including merchants and will include implementation timeframes, plans and best practices for the migration.

PSD2 & Open Banking – What are the Implications in Europe and the U.S?

International – Rene Pelegero (RPGC Group), Scott Adams

Attention merchants! Payment Services Directive 2 (PSD2) is here and looks to be the first step on a journey towards wider open banking, the use of open APIs enabling third party applications to access financial institution accounts. The implications of these regulatory changes will impact how consumers interact with their financial institutions, and in turn affect merchant relations with those banks. Eventually all of Europe will submit to the concept that data belongs to the citizen, not a company. We can expect a stronger regulatory hand in Europe, so what does that mean for US merchants selling to European customers?

Roundtable: Current Events

Roundtable – Laura Lively (PaymentsEd)

Join your peers in an open discussion where you can share experiences and ask questions related to current events that are impacting the payments industry.  Come prepared to engage as there is no set agenda or power point presentation.

Lunch – 12:00 PM – 1:15 PM

Concurrent Sessions C – 1:15 PM – 2:00 PM

Reducing Card Costs 101 – Short and Long-Term Opportunities You Need to Be Aware Of

Operations – Alistair Matthewson (CMSPI), Marissa Munoz (Amazon)

Join international payments experts, to learn how to reduce your costs and optimize arrangements across your card supply chain. Card processing invoices can be thousands of pages long, and knowing what to look for and which questions to ask your suppliers can be complex, time consuming and resource demanding.

Quiet Conversion: Greasing the Gears of Card-on-File

Operations – Sunil Dixit (Adyen), Bart Phelps (MailChimp),Tim Cheung (Mastercard)

Merchants with subscription-based business models are used to suffering churn from reasons such as expired and stolen cards, friendly fraud, and simply fickle consumers looking for any excuse to cancel a contract. Retailers, gaming merchants, and top-up service providers are now jumping into the Card-on-File game and are suddenly facing the same problems. But critical tools like account updater can’t help them – the system has been built on a batch-based billing infrastructure…until now. The card networks are releasing auth-saving tools that work in real time – including account updater, network tokenization, and better global coverage for everything. But do these capabilities deliver the same revenue as subscription merchants have come to expect? What’s the ROI? What’s the catch? And possibly, is this a game changer for recurring merchants, too?

GDPR- The EU Regulation That IS Changing Data Privacy, Globally!

Risk/Security – Sara Craven (Verifi), Paul Guthrie (PSC), Kate Lucente (DLA Piper)

The EU General Data Protection Regulation is driving incredible changes in the way that US companies do business within the EU and with EU citizens.  Join us for a panel session where we will bring together various industry experts to talk about the magnitude of GDPR, how it differs from current US privacy laws and what companies are doing to accommodate the incredible changes necessary to assure compliance.

Monetizing LATAM: How to Run a Successful eCommerce Payment Operation in Latin America

International – Philipp Bock (allpago), Bill Rollinson (Adobe)

The way Latin America shops is changing dramatically. High levels of internet penetration are helping the eCommerce market to grow at an incredible pace, but the region is fraught with difficulty for international merchants looking to take advantage of exciting opportunities in countries such as Brazil, Mexico and Argentina. Growth opportunities for international merchants in Latin America are constrained by a lack of understanding around local consumer payment habits and operational challenges relating to fraud, tax and market compliance. Come learn best practices for payment processing across LATAM key markets, explore fraud prevention techniques and address the most pressing barriers to selling compliantly to customers in Latin America.

 Roundtable: Recurring Best Practices

Roundtable – Fred Rodriguez (HomeServe)

Join your peers in an open discussion where you can share experiences, best practices and ask questions related to recurring and installment billing payments. Come prepared to engage as there is no set agenda or power point presentation.

Break – 2:00 PM – 2:15 PM

Concurrent Sessions D – 2:15 PM – 3:00 PM

Building a Credit Card Analytic Reporting Program

Operations – Ken Hagemann (SiriusXM), Elena Istomin (SiriusXM), Jason Howard (Groupon), Nik Pittioni (Groupon)

We all need to set goals and show progress to our organizations. This session looks at the challenges of creating and delivering Key Performance Indicators (KPIs) that benefit all stakeholders within the organization. Topics to be covered include: what to report on, how to deliver both good news and not so good news, how KPIs can both help and hinder projects and funding those projects. Examples of several KPIs will be explored along with real-world examples of success. Attendees will gain knowledge and insights that can be applied in their organization.

Successful Tactics for Achieving Sales Retention and Optimizing Your Recurring Payments Program

Operations – Jason Hembree (Jewelry Television)

Join Jewelry Television, an omni-digital CNP retailer, who will demonstrate how they have leveraged actionable insights from business analytics to optimize sales recovery and improve customer satisfaction. Learn how the use of analytics, authorization optimization, and internal staff training can help you to resolve point of sale declines as well as cure recurring billing delinquencies leading to substantial revenue recovery as well as material cost savings.

Mitigating Operational Pains and Reduce Chargeback Losses

Risk / Security – Chris Marchand (Verifi), Zack Pumerantz (Fan Duel), Gaylene Johnson (FNBO)

In 2018, Javelin and Verifi collaborated to publish insights into the chargeback challenges which merchants and issuers face. Consumers for the first time have provided a clear insight into how their shopping behavior and brand affinity changes when a chargeback occurs.   Join us as we dig into the details of their research and highlight key findings that can be applied to your business.

Africa – The Next Digital Payments Revolution

International – Rossini Zumwalt (Emergent Technology)

Africa is the next billion-person market made up of 54 countries. However, it is not just the population size, but their buying power and influence that is important. These are compelling factors that have a rapidly increasing number of global merchants considering expansion there. These young and high-growth markets are at the cutting edge of global consumer behavior, without the burden of entrenched distribution channels or legacy infrastructure for entrants to overcome. In this session, we’ll explore: why Africa is the next e-commerce revolution, market trends driving consumer strategy, how to solve the currency complexities and repatriation, and finally an in-depth risk analysis.

Explosion of the Global Payouts Economy – Understanding the Challenges and Options for Processing Global Payouts

International – Kevin Gallagher (Transpay)

The massive growth in “New Gig” economy companies, such as Uber, Airbnb and Upwork, who leverage people or businesses around the world as their employees, has helped create one of the fastest growing areas in the payments industry, Global Payouts. Unlike payment acceptance, for which there are hundreds of well-established service providers with clear points of differentiation, solutions for cross-border payouts are still emerging. It is easy to payout people or businesses in the U.S. or Europe, but how do you payout in over 200 countries around the world? This session will highlight some of the key payout methods, challenges, and solutions facing businesses that need to payout globally.

Fireside Chat – Discover

Roundtable – Pia Feliciano (Discover)

Join representatives from Discover as we have an open dialog where you can present questions in an intimate session to better understand how recent and upcoming changes to Discover programs will impact your business. This session is an open format without a set agenda or power point presentation.

Networking Break – 3:00 PM – 3:30 PM

Mainstage – Visa – 3:30 PM – 4:00 PM

Building a successful loyalty strategy through digital and mobile technologies

Speaker – Doug Rappoport (VISA)

The ways consumers interact with brands is rapidly changing, and the loyalty programs with those brands need to evolve also, if they’re going to be effective. In this session you will hear from Visa about macro trends in the loyalty industry and effective ways to drive consumer engagement.

Mainstage – Jordan McKee – 451 Research – 4:00 PM – 4:30 PM

Customer Experience: A prerequisite for payments and commerce innovation

Speaker – Jordan McKee (451 Research)

Jordan McKee, Research Director at analyst firm 451 Research, will deliver a detailed view into the primary market forces, trends and technologies that are upending the retail payments value chain and creating new battlegrounds for all ecosystem participants. His session will hone in on the implications of key topics impacting the point of conversion, including machine learning, digital wallets, SRC and the rapid growth of m-commerce.

Daily Wrap-up – 4:30 – 4:45 PM

Registration open 7:30 PM – 4:00 PM

Breakfast – 7:30 AM – 8:30 AM

Cafe Connect – 8:00 AM – 5:00 PM

Sponsored By


Daily Welcome 8:35 AM – 8:45 AM

Keynote – 8:45 AM – 9:45 AM – EPIC Experiences!

EPIC Experiences!

Speaker – Matthew Ferrara

Join Matthew Ferrara as he examines how today’s leading companies design, deploy and deliver Epic experiences for their customers and employees. Beginning with a shift in mindset from attrition to attraction, Matthew looks at the ways firms connect talent, user design and anticipatory engagement to fill the four key desires everyone wants both for their careers and their customer-relationship experience. Whether you’re innovating within an established industry, driving incremental revenue or focused on creating unshakable customers for life, the EPIC Experience approach can redefine what it means for any firm to energize their value proposition, create smart growth and release the potential of their organizational talent.

Break – 9:45 AM – 10:00 AM

Concurrent Sessions E – 10:00 AM – 10:45 AM

What is the Future of the U.S. Payment System?

Operations – Jon Jeswald (Federal Reserve), Chuck Ellert (Verizon)

The United States stands on the verge of a transformation regarding how businesses and consumers make payments. Rapid technological innovation, demand for faster and smarter payments, and the impressive will of the industry have collided to create an unprecedented opportunity. The Federal Reserve convened more than 300 payment system stakeholders for over two and a half years as part of the Federal Reserve’s Faster Payments Task Force to improve the U.S. payment system. The Faster Payments Task Force published The U.S. Path to Faster Payments in July 2017. Included are insights from 16 faster payments solution proposals, challenges and opportunities facing the payments industry, and 10 recommendations for charting the path to real-time, ubiquitous payments by 2020 in the United States. During this session, you will hear highlights from the Federal Reserve and real-time payments industry professionals about the work that has been done, planned next steps, and how these work efforts may impact you. Attend this session to help ensure you’ll be ready!

Using BIN Analytics to Unlock More Insights From KPIs and Other Current Metrics.

Operations – Parag Patil (Worldpay), Ned Jackson (Ancestry), Sravanthi Konduri (SirusXM), Jay Matthews (Oath)

This session will look at BIN analytics and discuss the low hanging fruit that each company could gain by simply leveraging the dashboards and KPI metrics that they already have in place. Expanding your reporting to include BIN analytics can feel like a daunting task. Join us as we look at how merchants have added additional insight to existing reports and what business processes can be benefited by using BIN intelligence. Come away more comfortable with BIN analytics and start to see the vast opportunities that are available.

Upcoming Mastercard Chargeback Changes – MasterCom Dispute Resolution

Operations – Teresa Bryan (Mastercard)

The ‘Upcoming Mastercard Chargeback Changes’ session will provide a snapshot of the new chargeback platform capabilities with MasterCom and discuss changes being implemented that will help remove invalid chargebacks from the network, reduce processing time, and provide a scalable integration point into their back office or CRM application.

Authentication and Security in the Payments Ecosystem

Risk / Security – Amy Zirkle (Electronic Transactions Association)

Secure authentication is one of the greatest challenges facing the industry, and the technology sector as a whole. How can we create and support secure, portable identities for consumers and offer robust authentication without imposing undue friction (and making consumers less likely to comply)? This presentation will lay out the primary challenges of authentication as it relates to the payments ecosystem, and highlight best practices for merchant service providers and merchants as they seek to balance security with convenience.

Card Not Present Fraud Operations Survey

Risk/Security – Karisse Hendrick (CNP),  DJ Murphy (CNP)

A lack of shared information often leaves e-commerce merchants flying blind when it comes to the most effective ways to assemble, operate and evaluate solutions for fraud teams. Join Card Not Present Editor-in-Chief DJ Murphy and Market Evangelist Karisse Hendrick as they present the results of a new survey shedding some light on the processes and tools fraud professionals use to combat and prevent fraud on their e- and m-commerce sites and apps. Topics will include the most important KPIs fraud managers use to assess team and individual performance; how false positives are measured; what tools fraud teams are using to assess transaction risk and how they evaluate them; and the organizational structures that affect team dynamics.

Fireside Chat – American Express

Roundtable – Ramesh Devaraj (American Express), Thomas Reis (American Express), J.J. Kieley (American Express)

Join representatives from American Express as we have an open dialog where you can present questions in an intimate session to better understand how recent and upcoming changes to American Express programs will impact your business. This session is an open format without a set agenda or power point presentation.

Networking Break – 10:45 AM – 11:15 AM

Concurrent Sessions F – 11:15 AM – 12:00 PM

Benefits of Adding Debit and ACH Support

Operations – Nanden Sheth (First Data)

Debit and ACH acceptance options continue to grow and evolve. Traditional routing along credit rails has typically been a merchant default for processing. More and more options for using debit and ach for acceptance and payouts are becoming available. This sessions will explore the uses and benefits merchants can experience by alternative payment processing paths.

Recycling Benchmarking Survey

Operations – Josh Karoly (Netflix), Derek Blatter (Ancestry)

Is subscription recycling an art or a science? There are many factors and varied approaches that can be leveraged to drive down involuntary churn. How does your process compare to other merchants? Join us to as we cover the results of our recent survey highlighting how your peers are tackling this hugely impactful process of subscription recovery.

Building A Compelling Chargeback Response

Risk / Security – Steve Durney (Ethoca), Chima Odunze (Ancestry), Karisse Hendrick (Chargelytics Consulting)

Building a response to a chargeback is complicated by the timeframes given to respond. Merchants have a lot of data, in multiple systems. Learning how to build compelling arguments will simplify the response and provide a strong case on why not all sales should be refunded and why not all chargebacks should be simply accepted.

 Invasion of the Body Snatchers: Combatting Account Takeover

Risk / Security – Kevin Lee (Sift Science)

When a good customer suddenly goes bad, more often than not, account takeover (ATO) is to blame. Fraudsters are tricky, and are increasingly relying on ATO to infiltrate businesses via known, trusted user accounts. By snatching legitimate accounts, user trust and engagement on your platform is eroded. Quickly and proactively identifying and preventing compromised accounts benefits not only your customers, but also builds trust and loyalty to your brand. Learn how savvy companies are automatically blocking these bad actors at scale and providing additional benefit to users – without adding friction.

Grow Your Global Ecommerce Business


Global commerce continues to grow at hyperspeed. Today’s merchants want to remove barriers for consumers to transact.  Understanding in-country payments, transaction methodologies and consumer preference are all part of creating and expanding a Global Commerce Strategy.

Fireside Chat – Mastercard


Join representatives from Mastercard as we have an open dialog where you can present questions in an intimate session to better understand how recent and upcoming changes to Mastercard programs will impact your business. This session is an open format without a set agenda or power point presentation.

Lunch – 12:00 PM – 1:15 PM

Concurrent Sessions G – 1:15 PM – 2:00 PM

Case Study: Finance and Technology Fusion-How two Access Companies Combined Efforts to Win

Operations – Charlotte Crandall (LogMeIn), Andrea Silveria (LogMeIn)

Charlotte Crandall previously of Citrix Systems Inc. and Andrea Silveria of LogMeIn Inc. combined efforts in the recurring access subscription business when their two businesses merged(Citrix’s portfolio of “GoToProducts) in Feb 2017.  Charlotte from a finance, payments and fraud prevention background and Andi from a commerce technical specification management  background collaborated to improve the payment processing process, dunning and retry strategies and merging over 6 commerce systems into 1 Common Payment Service to create efficiency and cost savings.

The Future Of Payments

Operations – Karen Coffey (First Data), Clint Cady (W. Capra)

Join us as we discuss of trends, payment evolution, industry changes, and how consumer experiences and expectations are changing at a rapid pace.

The BIG Checkout Abandonment Problem: Build a Payment Experience that Converts

Operations –

Jeff Coppolo (BlueSnap), Caleb Callahan (Equifax),  Joe Leija (Ingenico)

In this session you will learn about the issues that plague checkout abandonment and how understanding your path to conversion is critical to capturing the eCommerce opportunity. Businesses who do not build the right payment experience to will come up short on their sales goals. Find out the 3 primary causes of checkout abandonment and how to build a better payment experience that will accelerate commerce.

Crossing the chasm: Making 1-click and recurring payments work in LATAM

International – Michel Golffed (dLocal), Alex Lee (Ellation)

This session will discuss how to get around the various local payments infrastructure gaps in Brazil, Argentina, Mexico, Chile and Colombia to implement 1-click and subscriptions. How can merchants make the most of local cards and bank transfer options, tokenization options, subscription logic handling, the use of direct debit in markets, such as Argentina, and usage of alternative payment methods as a payment recovery mechanism. Come engage with us as we share relevant examples and best practices from merchants in Saas, Media and Entertaiment, and Consumer retail industries.

Networking Break – 2:00 PM – 2:15 PM

Concurrent Sessions H – 2:15 PM – 3:00 PM

A Digital Wallet Operator Solution to Reduce Cost and Fraud

Operations – Steve Bauer (Vortex Payments)

Digital Wallet Operators (DWO) play a unique role in the Payment Industry and are creating solutions in which all parties in the financial ecosystem win. The session will discuss the DWO landscape and the impact on merchants, consumers, and issuers. Consumers can create a secure digital wallet that links their card account to Merchant sites. The tokenization, autofill, and optional MFA technology make for a more secure, frictionless online checkout experience. Come learn how emerging technologies are directing change in our industry.

Collaborating with Issuers to build Growth

Operations – (Verifi), Robert Podlesni (Experian)

In the payment ecosystem, it can be easy to forget that both merchants and issuers want the same thing – happy customers and repeat business. Understanding issuer challenges will help you find ways of collaborating to improve your bottom line. Join us as we showcase how collaborating with issuers can drive positive results for all parties involved.

Remaining One Step Ahead of Ecommerce Fraud

Risk / Security – Susan Farago Pastega (EBANX)

This session will provide attendees with the latest fraud and risk trends within Latin America ecommerce payments. Come hear merchant case examples to enhance your understanding of the intricacies involved in fraud specific to this region and its unique payment methods. Attendees will leave this session with a deepened understanding of what current strategies are leading in Latin American markets to combat fraud and protect customers and merchants.

Defining a Global Payments Vendor Strategy

International – Pavan Rachakonda (Google)

Join Google as they provide insight on how they have approached their global payments vendor strategy . Learn what dimensions and metrics were considered as a part of the analysis to determine the right vendor and payment method mix. Learn from the challenges that have been address along with key learnings on what worked and what could have been done better.

Roundtable: Chargeback Representment

Roundtable – Caleb Callahan (Equifax), Brian Kehn (HomeServe)

Join your peers in an open discussion where you can share experiences, best practices and ask questions related to chargeback challenges and representment practices. Come prepared to engage as there is no set agenda or power point presentation

Networking Break – 3:00 PM – 3:15 PM

Innovation Lab Presentations – 3:15 PM – 3:30 PM

Innovation is a hallmark of our industry, and the PaymentsEd Forum is recognizing products that could make a difference in the online payments space.

Please join us and see the finalists demo their products.


Learn More About These Exciting Products

Mainstage – Mastercard – 3:30 PM – 4:00 PM

Future Views of Identification and Authentication

Speaker – Nina Nieuwoudt (Mastercard)

Come learn how Mastercard is building support for the next generation of technology and tools that will be used to validate customer idenfication and increase the effectiveness of authentication.

Mainstage – American Express – 4:00 PM – 4:30 PM

American Express’ Online Roadmap

Speaker – JJ Kieley (American Express)

American Express will share its road map focusing on products and operating regulations/policies directed towards our online customers.  The road map will show what we’ve done,what we’re doing, and what we’re thinking about for the online space.

Daily Wrap-up – 4:30 – 4:45 PM

Closing Reception – 4:45 PM – 6:15 PM

Sponsored By


4 West/Publishing Services/14 West
24 Hour fitness
451 Research
ABC Financial Services, Inc.
ACI Worldwide
Acushnet Company
Agora – Publishing Services/14 West
Allegiant Travel Company
American Express
American Home Shield
Anthem Inc.
Archway Partnerships, Inc.
Atlantic Coast Brands
Blueport Commerce
Bot Nation
Botelle Consulting
Cash Flow Solutions, Inc.
Chargeback Gurus
Children International
Chubb Ltd
Citizens Bank
Clarus Commerce
Cleverbridge, Inc
Constant Contact/Endurance
Constellation Payments
Datum Software
Digital River
Dish Network
Dunkin’ Brands
Dynadot LLC
Elavon / US Bank
Electronic Transactions Association
Emergent Technology
Epic Games, Inc
Expedia Group
First Data
First National Bank of Omaha
Flower Shop Network
GoDaddy Operating Company, LLC
Hallmark Labs
Health Benefits One LLC
Higher One
HomeServe USA
Ingenico – ePayments
Intuit, Inc.
JCB International Credit Card Co., Ltd.
Jewelry Television
Klarna Inc., Inc.
LifeLock Inc.
Litmus Software, Inc.
Market Strategies International
Merchant Risk Council
Morinda, Inc.
Nations Info Corp
Oath Inc.
Payment Operations Group
Polly Bauer and Associates Inc.
Progressive Casualty Insurance Company
Retail Payments Global Consulting Group
Save The Children
Shutterfly, Inc
Sift Science
Simple Health
SiriusXM Radio, Inc
Sony Interactive Entertainment
Subscription Insider
Synapse Group, Inc.
The College Board
The Juice Plus Company
The Learning Network
The New York Times
The Proactiv Company
ThinkDirect Marketing Group
TN Marketing, LLC
Vanco Payment Solutions
Verizon Connect
Vesta Corporation
Vortex Payments, LLC
W. Capra Consulting Group
Wave Financial
WETA (Greater Washington Education Telecommunications Association)
Wikimedia Foundation