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October 16 Mastercard Tech Hub

Capital Markets & Payments

A Must-Attend Event for Investors, Analysts, & Innovators in Payments

$299 ETA Members $329 Non-Members

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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

Jodie Kelley

JODIE KELLEY

CEO

ETA

LinkedIn
Jian Bland

Jian Bland

Vice President, Technology Hub

Mastercard

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 CPP

ETA

LinkedIn

9:40am

Where the Investment Dollars are Going

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

Jason Kupferberg

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

Managing Director, 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.

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.

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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 Speaker

Michael Santoli Square

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.

Johanna Prinz

Johanna Prinz

Executive, Enterprise

Adyen

LinkedIn
Aleksandra Teichman headshot

Aleksandra Teichman

SVP of Business Development & Product Strategy, Baas

Pathward

LinkedIn
Darrin Peller

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.

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Tommy Avers

VP of ISV

Celero

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

Natalia Leonardis

VP of Business Development

CardFlight

LinkedIn
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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.

Joe Berry

Joe Berry

Co-Head of Fintech Investment Banking

Keefe, Bruyette & Woods

LinkedIn
Greg

Greg Cohen

CEO

Fortis 

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

Companies Attending

From nimble startups to industry stalwarts, the most significant investors, analysts, and innovators in payments gather at TRANSACT Tech — NYC.
A snapshot of 2024 attendees:

Amadis Apple American Express Avenu Insights & Analytics Bank of America Securities Bank of Canada BlackRock Block (formerly Square) Capital One CardFlight Celero Commerce Clearent Clearent/Xplor Commerce Ventures Discover Global Network Edison Partners Ernst & Young Featurespace Finix Fiserv Forter Fortis Pay Global Payments Goldman Sachs Specialty Lending Group Instinct Science Intrepid Ventures J. P. Morgan Keefe, Bruyette & Woods Mastercard Olo Pathward PJT Partners Point Monarch Priority Technology Holdings Retail Council Services Corp RunSignUp SignaPay Swivel Transactions TabaPay Inc TD Cowen The Nilson Report The OLB Group UBS Usio Utopaya Venable Vertex Visa Wellesley Hills Financial Wellfit Wellfit Technologies Wilson Sonsini Wind River Payments Wolfe Research WooCommerce

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.