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*Schedule at a Glance

*Schedule is subject to change
Tuesday, February 16
***NEW! GENERAL SESSION *** 

12:00 p.m.
Networking Lunch
1:00 p.m.
Opening Remarks – Mark Horwedel (CEO, Merchant Advisory Group)

1:15 p.m. 
Keynote: Growing the Mobile Payments Ecosystem Through Effective Partnerships
Presenters: Brian Mooney (CEO, MCX), Kimberly Fitzsimmons (U.S. Market President for Commerce Solutions, JPMorgan Chase & Co.) and Jennifer Roberts (President, Strategic Alliances and Loyalty Solutions, JPMorgan Chase & Co.)
2:00 p.m. 
Keynote: Deep Dive on The Different Mobile Wallets & Payment Apps, and What They Mean to Retailers
Presenter: Will Graylin (Global Co-GM, Samsung Pay, CEO LoopPay)
2:30 p.m. 
Networking Break
3:00 p.m. 
Guess Who's Coming to Dinner?, The 5th Party In Mobile Payments
Moderator: Rodman Reef (Managing Principal, Reef Karson Consulting, LLC)
Panelists: Jamie Henry (Senior Director, Payment Services and Innovations, Walmart), Malcolm Nunes (Senior Manager, The Home Depot), Bob Hoppenstedt (SVP, Bethpage Federal Credit Union), Pat O'Donnell (SVP, Client Solutions/Enterprise Payments, KeyBank), and Silvio Tavares (CEO, The CardLinx Association)

4:00 p.m. 
Merchant Priorities In Mobile Commerce
Moderator: Liz Garner (VP, Merchant Advisory Group)
Panelists: Troy Carrothers (SVP – Retail Payment Solutions and Multi-Channel Sales & Service, Kohl's Department Stores, Inc.), Andrea Brandon (Manager, Treasury Non-Cash, The Wendy's Company), and Kathy Hanna (Sr. Director Enterprise Payments and Front End Support, The Kroger Co.)

4:45 p.m. 
The First Full Year After Apple Pay
Presenter: Leon Majors (SVP, President, Phoenix Marketing Payments Systems Practice)
5:30 p.m.
Networking Reception
6:30 p.m. 
Networking Dinner
Sponsored by:
samsungpay_logo

Wednesday, February 17
***GENERAL SESSION ***
 

7:30 a.m.
Networking Breakfast 
8:30 a.m.
Opening Remarks – Mark Horwedel (CEO, Merchant Advisory Group)
8:40 a.m. 
Presenter: John MacAllister (Principal, Dorado Industries)
9:00 a.m. 
Fireside Chat: Payment Associations Leaders Offer Their Perspectives on Merchant/Financial Institution Partnerships 
Presenters: John MacAllister (Principal, Dorado Industries), Kurt Helwig (President & CEO, Electronic Funds Transfer Association) and Caroline Willard (Executive Vice President, Markets & Strategy, CO-OP Financial Services) 
9:30 a.m. 
Networking Break 
10:00 a.m. 
Keynote:  A Coalition Approach to Loyalty
Moderator: John MacAllister (Principal, Dorado Industries)
Panelist: Jacob King, (VP, Offer Marketing U.S. Loyalty, Plenti at American Express) and Mike Gore  (Global Cards & Loyalty Manager, ExxonMobil)

10:40 a.m. 
Perspectives on Payment Security and Industry Collaboration
Moderator: Marianne Crowe (VP Bank Administration, Federal Reserve Bank of Boston)
Panelists: Trent Addington (Director, Payment Acceptance, Best Buy), Terry Dooley (EVP and CIO, Shazam) and Reed Luhtanen (Walmart)
11:40 a.m. 
Chase Net and Beyond  
Presenter: James Ray (Managing Director, of Enterprise Sales,Chase Commerce Solutions) 
12:15 p.m.
Networking Lunch
Sponsored by:


1:15 p.m. 
Strategies for Achieving Faster Payments in the U.S.  
Moderator: Sean Rodriguez (SVP, Faster Payments Strategy Leader, Federal Reserve System) 
Panelist: Jeff VanMeter (Senior Director, Controller- Financial & Retail Services, Target Stores), Tim Dwyer (VP & Assistant Treasurer, Nationwide Insurance), Misti Mostiller (EVP, Director, Consumer Strategy & Innovation, Extraco Banks) and Rue Jenkins (Assistant Treasurer, Costco Wholesale Corporation)
2:15 p.m. 
How Acquirers and Innovators Foster Merchant/ Bank Partnerships
Moderator: Paul Tomasofsky (President, Two Sparrows Consulting) 
Panelists: Todd Clark (Group Head, STAR® Network), Jeff Ecker (Head, Innovation and Strategic Alliances, TD Merchant Services), Jacqueline Snell (VP, Strategic Initiatives, MShift) and Daniel Bessmert (General Manager, SEQR Payments Inc.)
3:15 p.m.
Networking Break  
3:45 p.m.
EMV Learnings
Moderator:  Derrick Carpenter (SVP of Industry Solutions and Platforms, Bank of America Merchant Services)
Panelists: Emily Santos (Project Manager, SunTrust Banks, Inc.), Sherry Macy (Director, Payment Card Operations, Lowe’s Companies, Inc.), Kristy Cook (Group Manager, Bankcard Strategic Projects, Target Stores) and Greg Pellegrino (Director, Payment Systems Contracts and Performance, Phillips 66 Company) 

4:45 p.m. 
MAG Recognition of 100 Member Milestone and Closing Remarks - Mark Horwedel (CEO, Merchant Advisory Group)
5:30 p.m. 
Networking Reception
Sponsored by: 


6:30 p.m. 
Networking Dinner
Thursday, February 18
***MERCHANT ONLY DAY***

7:30 a.m.
Networking Breakfast
8:30 a.m.
MAG Business
8:45 a.m.
Chargebacks: Another Payment Card Acceptance Cost for Merchants  
Fumiko Hayashi (Senior Economist, Federal Reserve Bank of Kansas City)
9:30 a.m. Federal Reserve Payments Study: What Role for Merchants?   
Presenters: Geoffrey Gerdes (Principal Economist, Board of Governors of the Federal Reserve System), Steven Cordray (Retail Payments Risk Expert, Federal Reserve Bank of Atlanta), John Drechny (Senior Director of Payment Services, Wal-Mart), Chris Priebe (Director, Treasury Payments, Southwest Airlines) and Kelly Andrus (Manager, Payment Card Services, Tesoro Refining and Marketing)

10:30 a.m. 
Networking Break
11:00 a.m.
Merchant Only Special Interest Groups (SIGs)
     Mass Merchant
     eCommerce
     Petroleum/Convenience Stores
     Small Ticket/Restaurant
1:00 p.m.
Open Discussion/Report-Backs
1:15 p.m.
Closing Remarks Mark Horwedel (CEO, Merchant Advisory Group)
1:30 p.m.
Adjourn


*Detailed Schedule
*Schedule is subject to change
Tuesday, February 16
***NEW! GENERAL SESSION *** 

12:00 p.m.
Networking Lunch
1:00 p.m.
Opening Remarks – Mark Horwedel (CEO, Merchant Advisory Group)

1:15 p.m. 

Keynote: Growing the Mobile Payments Ecosystem Through Effective Partnerships
Presenters: Brian Mooney (CEO, MCX), Kimberly Fitzsimmons (U.S. Market President for Commerce Solutions, JPMorgan Chase & Co.) and Jennifer Roberts (President, Strategic Alliances and Loyalty Solutions, JPMorgan Chase & Co.)

Description:  As the mobile payments ecosystem continues to expand with new entrants, productive partnerships have become increasingly important to the industry’s long term success. Merchant Customer Exchange’s (MCX) Brian Mooney, CEO, and  JPMorgan Chase & Co.’s Kimberly Fitzsimmons, Commerce Solutions U.S. Market President, and Jennifer Roberts, Strategic Alliances and Loyalty Solutions President, will explore how financial institutions and mobile payments providers can work together to create new opportunities for growth.

2:00 p.m. 
Keynote:  Deep Dive on The Different Mobile Wallets & Payment Apps, and What They Mean to Retailers
Presenter: Will Graylin (Global Co-GM, Samsung Pay, CEO LoopPay)

Why are there so many “Pay” apps appearing on the scene (Apple, Samsung, Android, Chase, Walmart, MCX, etc. etc.) and what do they all mean to retailers?  Which solutions will consumers adopt and why?  Why should retailers care about mobile wallets and How would retailers take advantage of them to win and keep customers?   Will Graylin, an industry pioneer in mobile payments, now Global Co-GM of Samsung Pay, will examine the 4 categories of mobile payment apps and how each category affect retailers.  He will breakdown the differences between the mobile payment apps, look at the advantages and disadvantages of different approaches taken by these apps.  He will also elaborate on details of different mobile payment technology trends including differences in technology, transaction speed, cost, acceptance, and security; including different tokenization and cryptogram delivery methods and what them mean to retailers.  The deep dive will include how mobile wallets can use different tender types to serve the retailers (Credit, Debit to PLCC, Gift and Loyalty and Digital Coupons and Offers) and look at the implications of Card Present vs. Card Not Present security, Liability Shift of EMV, and where mobile payment is headed in the next 5 years.Will Graylin, CEO Samsung Pay, Inc. will update us on the status of Samsung Pay

2:30 p.m. 
Networking Break
3:00 p.m. 
Guess Who's Coming to Dinner?, The 5th Party In Mobile Payments
Moderator: Rodman Reef (Managing Principal, Reef Karson Consulting, LLC)
Panelists: Jamie Henry (Senior Director, Payment Services and Innovations, Wal-Mart), Malcolm Nunes (Senior Manager, The Home Depot), Bob Hoppenstedt (SVP, Bethpage Federal Credit Union), Pat O'Donnell (SVP, Client Solutions/Enterprise Payments, KeyBank), and Silvio Tavares (CEO, The CardLinx Association)


Panelists will discuss the role of mobile wallet technology companies in mobile payments- a departure from the traditional four party payment structure.

4:00 p.m. 
Merchant Priorities In Mobile Commerce
Moderator: Liz Garner (VP, Merchant Advisory Group)
Panelists: Troy Carrothers (SVP – Retail Payment Solutions and Multi-Channel Sales & Service, Kohl's Department Stores, Inc.), Andrea Brandon (Manager, Treasury Non-Cash, The Wendy's Company), and Kathy Hanna (Sr. Director Enterprise Payments and Front End Support, The Kroger Co.)

Merchants will discuss their priorities in mobile and key characteristics they use to analyze mobile commerce products on whether or not they make sense for their business.

4:45 p.m. 
The First Full Year After Apple Pay
Presenter: Leon Majors (SVP, President, Phoenix Marketing Payments Systems Practice)

Researcher Leon Majors will present the latest information from the Phoenix Payments quarterly tracking study of 3,000 US households on the current status and usage trends of mobile wallets and payments including Apple Pay, Android Pay, CurrentC, Samsung Pay and Paypal.

5:30 p.m.
Networking Reception
6:30 p.m. 
Networking Dinner
Sponsored by:
samsungpay_logo

Wednesday, February 17
***GENERAL SESSION ***
 

7:30 a.m.
Networking Breakfast 
8:30 a.m.
Opening Remarks – Mark Horwedel (CEO, Merchant Advisory Group)
8:40 a.m. 
Keynote: Desperate Times Call for Bold Measures
Presenter: John MacAllister (Principal, Dorado Industries)

Both the retailer and financial institution sectors find themselves in a common place. Outsourcing arrangements made decades ago and transformations proposed by outliers expose merchants and bankers to new forms of payments competition, brand dilution, and consumer-based services which offer little or no benefit to either of us.  Absence of a conduit for airing and solving these common issues may result in haircuts for both sectors and leave everyone standing at the depot as the train to new payments departs.  Let’s consider alternatives to the status quo and take a bold step forward.

9:00 a.m. 
Fireside Chat: Payment Associations Leaders Offer Their Perspectives on Merchant/Financial Institution Partnerships
Presenters: John MacAllister (Principal, Dorado Industries), Kurt Helwig (President & CEO, Electronic Funds Transfer Association) and Caroline Willard (Executive Vice President, Markets & Strategy, CO-OP Financial Services) 

Payment associations leaders offer their perspectives on merchant/financial institution partnerships

9:30 a.m. 
Networking Break 
10:00 a.m. 
Keynote:  A Coalition Approach to Loyalty
Moderator: John MacAllister (Principal, Dorado Industries)
Panelist: acob King, (VP, Offer Marketing U.S. Loyalty, Plenti at American Express) and Mike Gore  (Global Cards & Loyalty Manager, ExxonMobil)

Coalition loyalty provides sponsors wallet space, customer engagement, cost benefits and a more complete and useful customer database. Plenti, launched in March 2015, provides consumers flexibility and choice across a number of well-known brands to earn and use points for purchasing a wide range of products. Join Plenti VP Jacob King and ExxonMobil Global Cards & Loyalty Manager Michael Gore as they share insights from their experiences.

10:40 a.m. 
Perspectives on Payment Security and Industry Collaboration
Moderator: Marianne Crowe (VP Bank Administration, Federal Reserve Bank of Boston)
Panelistz: Trent Addington (Director, Payment Acceptance, Best Buy), Terry Dooley (EVP and CIO, Shazam) and Reed Luhtanen (Walmart)

Financial institutions and businesses are targets of ever evolving fraud schemes, and industry collaboration is needed to achieve the desired outcomes envisioned in the Federal Reserve’s paper, Strategies for Improving the U.S. Payment System. The U.S. is at a critical juncture in its evolution, and the Federal Reserve is working with industry stakeholders to reduce fraud risk and advance the safety, security and resiliency of the payment system.  Join Todd Aadland, Payments Security Strategy Leader, to learn about recent Secure Payments Task Force milestones.

11:40 a.m. 
Chase Net and Beyond 
Presenter: James Ray (Managing Director, of Enterprise Sales for Chase Commerce Solutions) 

Right now is one of the most exciting and innovative times as it pertains to payments, inclusive of the launching of new methods of Payment and the creation of a true global market place. Now more than ever, it is important for the merchant community to understand their options as it pertains to gateways, networks and security solutions. To define what truly is the most efficient way to process, what will give them the best bang for their buck, drive the most revenue to their firms, while at the same time protecting their customer’s data. James Ray, Managing Director of JP Morgan and Chase Commerce solutions will expound upon ChaseNet, the fifth rail, and its features and benefits as well as give a holistic approach of what is new and innovative in the financial services vertical today and beyond. 

12:15 p.m.
Networking Lunch
Sponsored by:


1:15 p.m. 
Strategies for Achieving Faster Payments in the U.S. 
Moderator: Sean Rodriguez (SVP, Faster Payments Strategy Leader, Federal Reserve System) 
Panelists: Jeff VanMeter (Senior Director, Controller- Financial & Retail Services, Target Stores), Tim Dwyer (VP & Assistant Treasurer, Nationwide Insurance), Misti Mostiller (EVP, Director, Consumer Strategy & Innovation, Extraco Banks) and Rue Jenkins (Assistant Treasurer, Costco Wholesale Corporation

Around the world, rapidly evolving technology, end-user expectations and system complexity are forcing payments stakeholders to reassess their strategies. Recognizing these trends, the Federal Reserve refreshed its strategic direction for payments to focus on enhancing the speed of payments and is facilitating the Faster Payments Task Force to garner the strong stakeholder support needed to advance major payment system improvements.  Join Sean Rodriguez, Faster Payments Strategy Leader, to discuss the Faster Payments Task Force’s collaborative efforts to use its 300+ participants’ expertise and perspectives to help build a better payment system.

2:15 p.m. 
How Acquirers and Innovators Foster Merchant/ Bank Partnerships
Moderator: Paul Tomasofsky (President, Two Sparrows Consulting) 
Panelists: Todd Clark (Group Head, STAR® Network), Jeff Ecker (Head, Innovation and Strategic Alliances, TD Merchant Services), Jacqueline Snell (VP, Strategic Initiatives, MShift) and Daniel Bessmert (General Manager, SEQR Payments Inc.)


Most merchant processors also have issuer processing businesses and many merchant processors are also commercial banks. This panel of experts will focus on how merchant processors can foster merchant/bank partnerships in payments.

3:15 p.m.
Networking Break 
3:45 p.m.
EMV Learnings
Moderator:  Derrick Carpenter (SVP of Industry Solutions and Platforms,Bank of America Merchant Services)
Panelists: Emily Santos (Project Manager, SunTrust Banks, Inc.), Sherry Macy (Director, Payment Card Operations, Lowe’s Companies, Inc.), Kristy Cook (Group Manager, Bankcard Strategic Projects, Target Stores) and Greg Pellegrino (Director, Payment Systems Contracts and Performance, Phillips 66 Company) 

What we've learned about EMV implementation. Merchants and banks will discuss their experience with EMV so far and offer some advice and suggest best practices.

4:45 p.m. 
MAG Recognition of 100 Member Milestone and Closing Remarks - Mark Horwedel (CEO, Merchant Advisory Group)
5:30 p.m. 
Networking Reception
Sponsored by:

6:30 p.m. 
Networking Dinner
Thursday, February 18
***MERCHANT ONLY DAY***

7:30 a.m.
Networking Breakfast
8:30 a.m.
MAG Business
8:45 a.m.
Chargebacks: Another Payment Card Acceptance Cost for Merchants 
Fumiko Hayashi (Senior Economist, Federal Reserve Bank of Kansas City)

Kansas City Federal Reserve Economists will deliver the findings from their recent chargeback study. The paper reviews the chargeback process, as well as chargeback rates by transaction channel (i.e. CP vs. CNP), by reason code category, and by select merchant industry verticals.

9:30 a.m. Federal Reserve Payments Study: What Role for Merchants? 
Presenters: Geoffrey Gerdes (Principal Economist, Board of Governors of the Federal Reserve System), Steven Cordray (Retail Payments Risk Expert, Federal Reserve Bank of Atlanta), John Drechny (Senior Director of Payment Services, Wal-Mart), Chris Priebe (Director, Treasury Payments, Southwest Airlines) and Kelly Andrus (Manager, Payment Card Services, Tesoro Refining and Marketing)

The Federal Reserve Payments Study (FRPS) has reported trends in the United States since 2001 and began reporting fraud data collected from financial institutions in 2013. For the first time, the draft issuer and network surveys, which includes data from some merchant issuers, go into much greater depth on payment card fraud, e-commerce, and mobile commerce. Is there a larger role for merchants in the data collection and survey process, particularly in reporting fraud volumes and use of fraud prevention and security technology? FRPS team members leading the study will join us for a town hall discussion about how the merchant community may be able to participate more directly in the study process.
10:30 a.m. 
Networking Break
11:00 a.m.
Merchant Only Special Interest Groups (SIGs)
     Mass Merchant
     eCommerce
     Petroleum/Convenience Stores
     Small Ticket/Restaurant
1:00 p.m.
Open Discussion/Report-Backs
1:15 p.m.
Closing Remarks Mark Horwedel (CEO, Merchant Advisory Group)
1:30 p.m.
Adjourn



Federal Reserve Payments Study: What Role for Merchants?
Geoffrey Gerdes (Federal Reserve) and Steven Cordray  (Federal Reserve)

Federal Reserve Payments Study: What Role for Merchants?
Geoffrey Gerdes (Federal Reserve) and Steven Cordray  (Federal Reserve)