TTNYC-Logo-White

October 16 Mastercard Tech Hub

Capital Markets & Payments

$299 ETA Members $329 Non-Members

map-nyc-050724

About Event

Join us at TRANSACT Tech — NYC, Capital Markets & Payments, where investors and innovators converge to discuss the investment landscape for the payments industry, track smart money flow, and explore the technologies driving growth. Save the date to be part of the conversation.

Media will not be invited.

Agenda

WEDNESDAY, OCTOBER 16

9:00am

Welcome/Opening Remarks

Nicole Turner

Nicole Turner

SVP, Technology Hubs

Mastercard

LinkedIn

9:05am

Overview Remarks

Jodie Kelley

Jodie Kelley

CEO

ETA

LinkedIn

9:10am

Overview of the Policy Environment for Payments in D.C.

ETA will provide an overview of how Congress and the federal regulators are thinking about crypto, fintech as well as key products and services like FedNow, Open Banking, and more.

Scott Talbott

Scott Talbott

EVP

ETA

LinkedIn

9:40am

Where the Investment Dollars are Going

Explore the leading indicators of where private and public dollars are going.

Headshot placeholder

Jason Kupferberg

Managing Director of Equity Research in Payments, Processors, & IT Services

Bank of America Securities

LinkedIn
Taylor Mefford headshot

Taylor Mefford

Managing Director

Goldman Sachs Specialty Lending Group

LinkedIn
Dan Rosen headshot

Dan Rosen

Partner

Commerce Ventures

LinkedIn

10:05am

“The Question 4.0” - A Framework for Sizing and Analyzing the Various Swimlanes of the US Merchant Acquiring Market

Illustrative analysis around the remaining runway in the US in terms of acquiring revenue across four broadly defined swimlanes within US merchant acquiring: 1) Software platforms; 2) Payments partners; 3) SMB direct; and 4) Enterprise merchants.

Tim Chiodo's headshot

Timothy Chiodo

CFA; Equity Research, Payments, Processors, & FinTech

UBS

10:30am

Artificial Intelligence and Fintechs

AI is making payments and fintechs better, faster, and stronger. This panel will explore the benefits and challenges of AI.

Russell Moore headshot

Russell Moore

Director of Corporate Strategy & Development

Global Payments

LinkedIn
Donald Riddick headshot

Donald Riddick

Chief Legal Officer and Secretary

Featurespace

LinkedIn
Kevin Shamoun Headshot

Kevin Shamoun, ETA CPP

SVP Product & Innovation

Fortis Pay

LinkedIn
Jess Cheng headshot

Jess Cheng (M)

Partner, Fintech & Financial Services

Wilson Sonsini

LinkedIn

10:55am

Networking Break

11:15am

How to Prepare for Sale

Deals are made every day, and this panel will discuss how companies can present themselves for purchase.

1682006685162

Christopher Dimsey

Partner

PJT Partners

LinkedIn
Jennifer Lee Headshot

Jennifer Lee

Partner

Edison Partners

LinkedIn
OB Rawls Headshot

OB Rawls

Partner

Wellesley Hills Financial

LinkedIn

12:00pm

Networking Lunch

12:45pm

Keynote

Michael Santoli's headshot

Michael Santoli

Senior Markets Commentator

CNBC

LinkedIn

1:10pm

Embedded Finance & Payments

This panel will explore the opportunities and changes that embedded finance and payments provide to merchants and consumers.

Rina Bakhtiani's headshot

Rina Bakhtiani

Global Head of Commercial Solutions & General Manager

Visa

LinkedIn
Aleksandra Teichman headshot

Aleksandra Teichman

SVP of Business Development & Product Strategy, Baas

Pathward

LinkedIn
Headshot placeholder

Darrin Peller (M)

Managing Director

Wolfe Research

LinkedIn

1:50pm

What are the Trends in Software?

This panel will focus on trends in software-led payment acceptance products that are resold through ISOs/bank acquirers.

Headshot placeholder

Tommy Avers

VP of ISV

Celero

LinkedIn
https://www.linkedin.com/in/natalia-leonardis-4372299/

Natalia Leonardis

VP of Business Development

CardFlight

LinkedIn
1516241213136

Mark Passifione

SVP of Integrated Payments

Clearent/Xplor

LinkedIn

2:30pm

Networking Break

2:40pm

Fintech Reset and the Path Forward

Latest trends and who's winning.

Vasu Govil Headshot

Vasu Govil

Managing Director of Equity Research

Keefe, Bruyette & Woods

LinkedIn
Sanjay Sakhrani

Sanjay Sakhrani (M)

Consumer Finance/Payments/Fintech

KBW Equity Research

LinkedIn

3:10pm

Fintech and Payments

A view of major trends shaping payments.

Sebastian Rodriguez Headshot

Sebastian Rodriguez

Senior Director of Fintech & Payments

J. P. Morgan

LinkedIn

3:40pm

Closing Remarks

Jodie Kelley

Jodie Kelley

CEO

ETA

LinkedIn

4:00pm

Networking Reception

Know Before You Go

Mastercard Tech Hub

Subway car

Public Transportation

The following transit lines have routes that pass near Mastercard Tech Hub, NYC.

Event Sponsors

TTNYC-Sponsors-051024

Terms & Conditions

Cancellations & Refunds

TRANSACT Tech — New York attendees agree to follow health guidelines issued by the local authorities and by the venue operators.

Cancellations are allowed until October 9, 2024, at 11:59pm ET. Refunds will not be issued for cancellations made after October 9, 2024, at 11:59pm ET. All cancellations are subject to $25 cancellation fees. No-shows are non-refundable.

Substitutions can be made until October 15, 2024. Substitution requests should be made in writing to etareg@expotracker.net with the subject "TRANSACT Tech — New York Registration Substitution". No on-site substitutions will be allowed.

In the unlikely event of program cancellation, ETA will refund 100 percent of registration fees paid. ETA assumes no liability for any penalty fees on airline tickets, deposits for hotel accommodations, or any other fees, charges, penalties or other incidental costs that a registrant might incur as a consequence of a program cancellation.

Name Badges

All registrants will be provided a name badge for use during the event. For security purposes, you will be required to wear your name badge at all times in ETA’s meeting space. Individuals without a visible name badge will not be permitted into the meeting areas.

Event Photography Policy

By attending the event, you acknowledge that photographs and/or videos of you may be taken by our conference staff and/or photographers at any time. Furthermore, you grant ETA permission to use photographs and/or video of your likeness in any type of media, including websites and print publications, without compensation or reward.

NO AUDIO OR VIDEO TAPING OF THE PROGRAM IS PERMITTED.

Americans with Disabilities Act / Special Dietary Needs

Attendees with special needs for facilities, visual or audio aids, or dietary requirements are asked to email etareg@expotracker.net so that appropriate arrangements can be made.

ETA CPP CE Credits

The ETA CPP™ certification program sets the standard for professional performance in the payments industry and is a symbol of excellence. It signifies that an individual has demonstrated the knowledge and skills required to perform competently in today’s complex electronic payments environment.

This event is approved for ETA CPP™ Continuing Education (CE) credits. Credit is earned at the rate of one credit per 50 minutes of electronic transactions industry-related session time, including questions and answers, excluding lunches and breaks.