November 4-5

PAYMENTS COMPLIANCE CONFERENCE AGENDA

The Ritz-Carlton Pentagon City, VA

DAY ONE

Wednesday, November 4

9:00am – 12:30pm • Morning Workshops 

Four expert-led roundtables, 45 minutes each. One table, one legal team, and a small group of peers working the same problems you are. Choose the order that fits your priorities, pull up a chair, and pressure-test the scenarios that define real compliance risk.

8:00am

Registration & Breakfast

9:00am

Welcome

Jodie Kelley

JODIE KELLEY

CEO

ETA

LinkedIn

Table 1

Surcharging & Cash Discounting

Few practices invite more missteps than passing card costs to the customer. This roundtable works through the state-law patchwork, the network rules, and the disclosure requirements that govern surcharging and cash discounting.

Theresa Kananen

Theresa Kananen

Partner

AGG

LinkedIn
Sean Ruff

Sean Ruff

Partner

Taft

LinkedIn

Table 2

Payment Facilitator Risk: Structure, Liability, and Exposure

PayFacs occupy one of the most closely watched corners of the payments ecosystem — and the questions only get harder as the model evolves. This working roundtable digs into what drives PayFac risk: structural variations on the model; the contracting and liability decisions that shape relationships with sponsors, processors, and sub-merchants; and how those choices play out in an acquisition, investment, or assignment. The session also takes on the growing FTC scrutiny and class-action exposure facing merchant aggregators, and the concrete steps PayFacs can take now to limit enforcement and litigation risk.

ED MARSHALL

Ed Marshall

Partner

AGG

LinkedIn
Nicole M

Nicole Meisner

Partner; Chair, Paytech and Payment Systems

Taft

LinkedIn

Table 3

Law Enforcement Trends in Payment Processing

As enforcement attention moves past merchants to the companies that move their money, processors, acquirers, and fintechs are carrying new legal, regulatory, and reputational risk. This session breaks down recent enforcement developments, the liability theories gaining traction, and practical strategies for managing exposure in a tightening environment.

1573001941134

Steve Conley

Associate

Wiley

LinkedIn
James Kim

James Kim

Partner

Cooley LLP

LinkedIn

Table 4

Coming Soon

Banks and fintechs are working together. Federal regulators expect banks to oversee compliance with laws and regulations. This creates challenges. This panel will explore how both banks and fintechs think about this dynamic.

12:10pm

Networking Lunch

Tables hosted by individual law firms for deeper, small-group discussion.

DAY ONE

Wednesday, November 4

1:20pm – 5:00pm • Afternoon Panel Sessions: Inside the Regulators’ Agenda

Federal regulators set the direction for the payments industry — and this is where you hear it directly. Focused conversations on enforcement priorities, the regulatory landscape, and what compliance teams should be doing about it now.

1:20pm

A Conversation with the FTC

The call no compliance team wants — and how to handle it. A practical walk-through of what to do when an enforcement action lands, from first response to resolution.

Laura Basford

Laura Basford

General Attorney, Division of Marketing Practices

Federal Trade Commission

LinkedIn
Duane Pozza

Duane Pozza

Partner

Wiley

LinkedIn

2:20pm

Dealing with an Enforcement Action

The landscape for debit and interchange fees is shifting fast. One court has vacated Reg II (the Durbin debit rule), another has affirmed it, setting up a showdown at the US Supreme Court. The Fed has proposed lowering debit price caps for large banks by 33%. On the IFPA, the court is poised to make a final ruling on the reach of Illinois’ Interchange Fee Prohibition Act. 22 states rejected copycat proposals to restrict interchange. 2026 will see a continuation of these state efforts.

ED MARSHALL

Ed Marshall

Partner

AGG

LinkedIn
Ellen Traupman Berge

Ellen Traupman Berge

Partner

Venable

LinkedIn

3:20pm

Overview of the Regulatory Environment

The lay of the land in one sitting: the agencies, authorities, and pressure points shaping payments compliance right now.

ED MARSHALL

Ed Marshall

Partner

AGG

LinkedIn
Duane Pozza

Duane Pozza

Partner

Wiley

LinkedIn

4:20pm

Money Transmission

State money transmission licensing remains one of the most operationally demanding obligations in payments. A clear read on the current state of play.

Nicole M

Nicole Meisner

Partner; Chair, Paytech and Payment Systems

Taft

LinkedIn

5:00pm

Networking Reception

DAY TWO

Thursday, November 5

9:00am – 12:00pm • Morning Panel Sessions

Day two opens with the widest lens: the technologies and markets redrawing the payments map faster than the rulebook can keep up. Where the law is still being written, these sessions lay out what’s known, what’s contested, and where the risk really sits.

9:00am

AI & Agentic Commerce

Agentic commerce is moving faster than anyone’s rulebook. What autonomous, AI-driven transactions mean for liability, consumer protection, and compliance.

ANDREW BIGART

Andrew Bigart

Partner

Venable

LinkedIn
Duane Pozza

Duane Pozza

Partner

Wiley

LinkedIn

9:40am

Digital Assets

Stablecoins, tokenization, and the compliance questions that come with them — and where digital assets and payments now intersect.

ANDREW BIGART

Andrew Bigart

Partner

Venable

LinkedIn
Sean Ruff

Sean Ruff

Partner

Taft

LinkedIn

10:20am

Prediction Markets

One of the fastest-moving and least-settled corners of regulated activity. Where prediction markets stand today and what payments companies need to watch.

Christopher Boone

Chris Boone

Counsel

Venable

LinkedIn
Duane Pozza

Duane Pozza

Partner

Wiley

LinkedIn

11:00am

Click to Cancel

Subscription and negative-option practices remain squarely in regulators’ sights. What the “click to cancel” landscape means for recurring-billing compliance.

Ellen Traupman Berge

Ellen Traupman Berge

Partner

Venable

LinkedIn
ED MARSHALL

Ed Marshall

Partner

AGG

LinkedIn

12:00pm

Networking Lunch

Tables hosted by individual law firms for deeper, small-group discussion.

Day 2 • Thursday, November 5

1:00pm – 4:30pm • Compliance With Network Rules

The major card networks, one room, one afternoon. Each network walks through its own rules and initiatives — then takes your questions directly. A perennial attendee favorite, and the rare chance to hear it straight from the source.

Topics include surcharging, fraud and deepfakes, chargebacks in agentic commerce, progressive onboarding, MDL 172, and broader compliance.

1:00pm

Compliance with Network Rules: American Express

Rob Johnson

Robert Johnson

Vice President, Global Policy & Standards

American Express

LinkedIn

1:20pm

Compliance with Network Rules: Mastercard

Jonathan Trivelas

Jonathan Trivelas

Vice President, Brand Performance Team

Mastercard

LinkedIn

2:00pm

Compliance with Network Rules: Discover

Bronwyn Carr

Bronwyn Carr

Vice President, Global Network Policy

Capital One

LinkedIn

2:30pm

Coffee Break

2:45pm

Fireside Chat with Four Networks

Go deeper on the issues facing the industry from the networks’ point of view.

3:30pm

Q&A With Networks

4:00pm

Closing Remarks

Jodie Kelley

JODIE KELLEY

CEO

ETA

LinkedIn

4:00pm

Networking Reception