CPI Middle Market Summit 2024 | Commercial Payments International | 11 June 2024 | Convene, 311 W Monroe St, Chicago, IL 60606, USA

The future of Middle Market payments demands innovation, efficiency and economic resilience while increasing card profitability and growth. It is imperative for corporates, banks, suppliers and technology partners to collaborate closely. By sharing best practices, driving innovation and prioritizing practical solutions, we can collectively address the evolving landscape of the payments industry.

This agenda will address the dynamic landscape of payments, banking, and fintech. It will navigate an array of topics essential for industry professionals seeking to stay ahead in an ever-evolving market. From streamlining rebate platform automation to understanding embedded payments and future trends, valuable insights and strategies for optimizing operations and driving growth. It will also explore the latest innovations, industry trends, and regulatory considerations, and offer actionable knowledge to propel your organization forward.

Join the CPI community to discuss and explore the needs of middle market companies through a combination of insightful panel discussions, keynote and guest speakers, interactive roundtables and practical case studies.

Important topics include:
Mid-Market landscape:
• A dynamic landscape of payments, banking, and fintech.

Choice of payments:
• Virtual cards acceptance, embedded payments, insights into Instant Payments and FedNow updates

Program delivery model:
• Adoption of digital payment technologies and methods across the mid-market banks and clients

Buyer and supplier obstacles:
• Achieving a greater supplier enablement and onboarding, supplier and buyer insights

Generating money from commercial card programs:
• Getting your P&L right- navigating commercial card profitability and optimising working capital

Latest innovation and fintech trends:
• Keeping your pulse on innovation and latest fintech trends in B2B payments and methods

Who should attend?
• Bank Issuers / Acquirers
• Non-Bank Issuers
• Processors
• FinTech/ Payment Technology providers
• Corporates
• Consultant/law firms

2024 Speakers

Adrian Garcia
Global Treasury, M&A, and Corporate Cards, CBRE

George Ukostaples
Credit A/R Manager, Staples

Judy Beiciti
Managing Director, Citigroup

Lizzie Pine
Executive Director, Head of CB Commercial Card, JP Morgan Chase & Co

Dan Gonzalez
Vice President and National Account Director for Federal Reserve Financial Services, Federal Reserve Bank of Chicago

Tracy Armstrong
Head of Commercial Card & Payables, Corporate Products & Services, TD Bank

Bridgit Chayt
Executive Vice President, Head of Commercial Payments and Treasury Management, Fifth Third Bank

Fernando Bonilla
Senior Product Manager, City National Bank

Stephanie Foster
Commercial Payments Regional Manager, Arvest Bank

Heather Fraser
Executive Director, Commercial Banking, JP Morgan

Jason Turner
VP, National Solution Consulting Manager, Commerce Bank

William Kniering
Executive Director, Commercial Card, Texas Capital Bank

Maria Line
MD, Head of Commercial Card, FNBO

Michele M. Laurin
Senior Product Manager, Card Product Management, Western Alliance Bank

Chaps Poduri
Director for Commercial Payments, Bank of America

Ray Champ
Managing Director, Enterprise Payments, Commercial Card Products, Webster Bank

Paul Krumholz
US Head of Product Management, NA Commercial Cards, HSBC

Nancy Butler
Director, Payment Optimization, Automation and Strategy, Treasury Payment Solutions, BMO Commercial Bank

Arthur Weiner
Founder and Principal Consultant, N Brook Advisors, LLC

Frank Martien
Founder, Windward Strategy

Rob Snyder
Director Payments Partners and FIs, Edenred Pay

Doug Farren
Managing Director, National Center for the Middle Market

Mitchell Bessey
Senior Director, Head of Commercial Solutions, North America, Visa Commercial Solutions

Shawn Thomas
Regional Head- Strategic Merchant Accounts, Visa

Melissa Loafman
Senior Vice President, Head of Treasury Product Solutions, Independent Financial

Erica Korngut
Vice President, Digital Commercial Solutions, Mastercard

Rodrigo Malzyner
Vice President, Global Small and Medium Enterprises, Mastercard

Felipe Lopez
Vice President, Global Partnerships and Segments, Mastercard

Laura Shelton
Global Head of Business Travel & MIS Solutions, Discover Global Network

Anthony Debellis
Vice President, Americas, Mastercard

Aparna Talloo
Lead Commercial Travel Products, Discover Global Network

Andrea Soto
SVP, Business Development, Boost Payment Solutions

Edward Sherrington
Head of Product for Banking, Codat

Court Toomey
Head of Commercial Payments, Plastiq by Priority

Marlon Boxe
CEO and Managing Director, Leading Path Consulting

Cheri Hansen
VP, Purchasing Card Regional Manager, Arvest Bank

Julie Schmitz
Co-founder, S.S. Scale – Advisory Services

Steve Murphy
President, MRC LLC

Matthew Miller
Head of Partnerships, Viewpost

Michael Bruner
Sales Executive, Visa Commercial Solutions

Paul Sweetingham
Global Banking BPS General Manager, DXC Technology

2024 Partners

GLOBAL PARTNERS:
• Mastercard
• Visa

INDUSTRY PARTNERS:
• Boost
• Codat
• Discover Global Network
• Endred Pay
• Plastiq

SUPPORTING PARTNER:
• Data Flexnet
• Inlogik