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October 29-30 The Ritz-Carlton Pentagon City, VA

Unpack Complexity & Gain Vital Insights

$1295 ETA Members $1495 Non-Members

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Day 1 • Tuesday, October 29

9:00am – 12:30pm • 101 Level Sessions

An overview of the basic laws and regulations governing payments. These sessions are great for those who are new to payments or just want a refresher. The 101 level also serves as a precursor for the 201 level sessions.

8:30am

Registration & Light Breakfast

9:00am

Welcome

Jodie Kelley

JODIE KELLEY

CEO

ETA

LinkedIn

9:05am

Overview of Regulators

Who are they, what do they do, which laws/regs do they enforce, powers, etc.

Max B

Max Bonici

Counsel

Venable

LinkedIn
ED MARSHALL

Ed Marshall

Partner

AGG

LinkedIn

9:35am

Bank Secrecy Act/AML/KYC

Christopher Boone

Chris Boone

Counsel

Venable

LinkedIn
Erin Doyle

Erin Doyle

Associate

AGG

LinkedIn

10:00am

TILA/Reg E

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Steve Conley

Associate

Wiley

LinkedIn
Obrea Poindexter

Obrea O. Poindexter

Partner

Cooley LLP

LinkedIn

10:30am

Cannabis

The Drug Enforcement Administration (DEA) is moving to reclassify cannabis as a Schedule III drug under the Controlled Substances Act (CSA).

1517715476192

Chris Phillips

Partner

Holland & Knight

LinkedIn

10:45am

Money Transmission

Erin Doyle

Erin Doyle

Associate

AGG

LinkedIn
Adam Fleisher

Adam Fleisher

Partner

Cooley

LinkedIn

11:10am

Durbin and Reg II/Illinois Sales Tax

Theresa Kananen

Theresa Kananen

Partner

AGG

LinkedIn
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Chris Phillips

Partner

Holland & Knight

LinkedIn

11:40am

PayFacs

Christopher Boone

Chris Boone

Counsel

Venable

LinkedIn
Nicole M

Nicole Meisner

Partner; Chair, Paytech and Payment Systems

Taft

LinkedIn

12:20pm

Lunch

Tables hosted by individual law firms to facilitate deeper discussion.

Day 1 • Tuesday, October 29

1:35pm – 5:00pm • 201 Level Sessions

Sessions that focus on the latest changes to laws and regulations as well as discussions about current trends that help attendees keep their compliance programs ahead of the curve.

1:35pm

Overview of Regulatory Environment

Regulators are focused on the payments industry with new regulations and enforcement actions. This session will discuss how to think about the regulatory environment in DC and what it means for your company.

Ellen Traupman Berge

Ellen Berge

Partner

Venable

LinkedIn
ED MARSHALL

Ed Marshall

Partner

AGG

LinkedIn

2:05pm

The FTC’s Perspective

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Laura Basford

Attorney, Division of Marketing Practices, Bureau of Consumer Protection

Federal Trade Commission

LinkedIn
Duane Pozza

Duane Pozza (M)

Partner

Wiley

LinkedIn

2:30pm

Surcharging and Cash Discounting

Surcharging and discounting create opportunities and risks. This panel will explore these practices from a compliance standpoint.

Theresa Kananen

Theresa Kananen

Partner

AGG

LinkedIn
Nicole M

Nicole Meisner

Partner; Chair, Paytech and Payment Systems

Taft

LinkedIn
Sean Ruff

Sean Ruff

Partner

Cooley

LinkedIn

3:00pm

Networking Break

Sponsored by Steptoe

3:10pm

Dealing with a Regulatory Enforcement Action

The risk of enforcement actions against the industry had increased. Learn about how to avoid them and what to do when your company is facing one.

Lee W. Gilley

Lee W. Gilley

Partner

Bradley

LinkedIn
ED MARSHALL

Ed Marshall

Partner

AGG

LinkedIn
Michelle Rogers

Michelle Rogers

Partner

Cooley

LinkedIn

3:35pm

Privacy

More and more states are enacting privacy laws, creating a patchwork and new compliance challenges. This session will provide the latest on privacy laws and how to think about them.

Erin Doyle

Erin Doyle

Associate

AGG

LinkedIn
kelley

Kelly Bastide

Partner

Venable

LinkedIn
Lee W. Gilley

Lee W. Gilley

Partner

Bradley

LinkedIn

4:15pm

Artificial Intelligence

AI is strengthening the way payments are conducted. From fraud prevention to customer service, learn how AI is making compliance easier.

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David Palmer

Senior Supervisory Financial Analyst

Federal Reserve Board

LinkedIn
Duane Pozza

Duane Pozza

Partner

Wiley

LinkedIn
Allison Raley

Allison Raley

Partner

AGG

LinkedIn

4:35pm

Money Transmission

New entrants and new services have created compliance challenges for money transmission. This session will explore the new compliance challenges.

Adam Fleisher

Adam Fleisher

Partner

Cooley

LinkedIn
Nicole M

Nicole Meisner

Partner; Chair, Paytech and Payment Systems

Taft

LinkedIn

5:00pm

Deeper Dive Conversation

Individual tables hosted by law firms. This is an opportunity to sit with the lawyers for deeper discussions.

6:00pm

Networking Reception/Dinner

Tables hosted by individual law firms.

Day 2 • Wednesday, October 30

9:00am – 12:00pm • 201 Level Sessions (continued)

Sessions that focus on the latest changes to laws and regulations as well as discussions about current trends that help attendees keep their compliance programs ahead of the curve.

8:00am

Breakfast

Tables hosted by individual law firms.

9:00am

Overview of Politics/Capitol Hill

ETA works with policymakers to deliver the messages of the payments industry. This session will discuss how the 118th Congress is viewing our industry.

Scott Talbott

Scott Talbott

EVP

ETA

LinkedIn

9:25pm

Beneficial Ownership Rule

To help fight financial crimes, the Beneficial Ownership Rule is a requirement from the Financial Crimes Enforcement Network (FinCEN) which mandates all covered financial institutions collect and verify from certain non-exempt legal entities information about the beneficial owners of the entity at the time a new account is opened. Most companies are covered by the rule. FinCEN began accepting reports on January 1, 2024. This panel will discuss the ins and outs of the Rule.

casty

Robert Casty

Attorney Advisor, Office of Chief Counsel

FINCEN

LinkedIn
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Chris Phillips

Partner

Holland & Knight

LinkedIn

10:00am

Thinking about the CFPB

The CFPB has ramped up its enforcement, rulemaking and public messaging for payments companies. This session will help compliance executives think about the CFPB.

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Erin Cass

Counsel

Paul Hastings

LinkedIn
Lee W. Gilley

Lee W. Gilley

Partner

Bradley

LinkedIn
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Antonio Reynolds

Partner

Wiley

LinkedIn

10:35am

State Taxes

States are changing laws related to sales tax. This session will focus on how payments companies should think about these changes.

Michele Borens

Michele Borens

Partner

Eversheds

LinkedIn
Charlie Kearns

Charlie Kearns

Partner

Eversheds

LinkedIn
Maria Todorova

Maria Todorova

Partner

Eversheds

LinkedIn

11:05am

Compliance from the Industry Perspective

Compliance has many sides. This panel will hear from industry players and how they think about staying on top of compliance issues.

Ellen Traupman Berge

Ellen Berge (M)

Partner

Venable

LinkedIn
David Brand

David Brand

SVP Enterprise Risk Management

Global Payments

LinkedIn
Kevin Troxell

Kevin Troxell

SVP, Head of Acquiring Risk at Elavon

US Bank

LinkedIn

11:35am

The CFPB’s Agenda

The Consumer Financial Protection Bureau (CFPB) has a number of initiatives focused on banks and fintechs. From open banking to supervision of non-banks, this session will hear directly from the CFPB on its payments-related agenda.

Allyson Baker

Allyson Baker

Partner

Paul Hastings

LinkedIn
Amy Zirkle

Amy Zirkle

Senior Program Manager, Payments and Deposits Markets

Consumer Financial Protection Bureau

LinkedIn

12:00pm

Lunch

Tables hosted by individual law firms to facilitate deeper discussion.

Day 2 • Wednesday, October 30

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

Sessions that facilitate deeper discussion about compliance with network rules and other areas, like Illinois interchange bill.

1:00pm

Compliance with Network Rules: Visa

Rob Johnson

Robert Johnson

Senior Director, Visa Rules Management, US Region

Visa

LinkedIn

1:30pm

Compliance with Network Rules: Mastercard

Jonathan Trivelas

Jonathan Trivelas

Vice President, Brand Performance Team

Mastercard

LinkedIn

2:00pm

Compliance with Network Rules: American Express

Robin Trickel

Robin Trickel

VP Global Policy & Standards, Global Merchant & Network Services

American Express

LinkedIn

2:30pm

Networking Break

Sponsored by Steptoe

2:45pm

Fireside Chat with Three Networks

Dive deeper into issues facing the payments industry from the network point of view. Including the V/MC recent settlement over interchange fees, surcharging, and more.

Ellen Traupman Berge

Ellen Berge

Partner

Venable

LinkedIn

3:20pm

Q&A With Networks

4:00pm

Closing Remarks

Jodie Kelley

JODIE KELLEY

CEO

ETA

LinkedIn

4:10pm

Networking Reception