Thank you to all of our attendees, speakers, and sponsors for helping to make Aite Group's 2nd Annual Innovation in Cash Management & Payments Forum such a success! We look forward to seeing everyone again next year!

Aite Group’s 2nd Annual Innovation in Cash Management & Payments Forum

The pace of change within the cash management industry continues to reach new heights. While still important, traditional core functionalities and products are taking a back seat to user experience. Banks are no longer winning business based on the products they offer but rather on how they are delivered as well as the tools available to support and enhance their value. Today’s business and corporate customers expect speed, efficiency, and automation. Innovation is at the center of today’s cash management paradigm shift.

Attend this dynamic and interactive conference to discuss the latest trends and innovation within the cash management and payments industry. Join Aite Group research director Christine Barry as well as senior analysts Erika Baumann and Gilles Ubaghs as they moderate panels of industry thought leaders and share recent research findings and insights into the drivers, best practices, and successes of change and innovation within this critical industry.  

Key reasons to attend:

  • Participate in interactive panel discussions covering some of the industry’s hottest topics, including user experience, faster payments, building a fintech ecosystem, adopting a cloud strategy, what corporate customers want, and use cases for artificial intelligence
  • Network and exchange ideas with bank executives, leading technology providers, and thought leaders
  • Hear from Aite Group analysts about key trends impacting your business and recommendations for how to best position your organization for success in today’s evolving industry
  • Congratulate the recipients of Aite Group’s Impact Innovation Awards for Cash Management and Payments
Approved for up to 7.2 CTP/CCM recertification credits by the Association for Financial Professionals.

Conference Co-Chairs and Moderators

Christine Barry
Research Director,
Aite Group
Erika Baumann
Senior Analyst,
Aite Group
Gilles Ubaghs
Senior Analyst,
Aite Group

Featured Speakers

Jason Carone
Product Management Director, Silicon Valley
Jean-Pascal Chauvet
CTO of Global Transaction Banking,
Deutsche Bank
Bridgit Chayt
SVP, Director Commercial Payments & Treasury Management,
Fifth Third Bank

Kristen Hartman
SVP, Head of Product Management,
First Midwest Bank

Joseph Lain
VP of Commercial Services,
Central Freight Lines

Mark Lawson
Director of Treasury Management,
Enterprise Bank & Trust

Bradley Matthews
SVP, Head of Middle Market Bankcard Product & Marketing,
U.S. Bank Corporate Payment Systems

Brenna McGee
Hunton Andrews Kurth

Mayank Mishra
Managing Director,
Global Head Digital Channels,

Matthew Richardson
Senior Vice President,
Treasury Solutions,
Citizens Commercial Banking

John Scully
Managing Director,
Head of Small Business
Digital Sales and Service,
Bank of America Merrill Lynch
Kurt Shreiner
EVP & Founder,
Atlantic Capital Bank

Shreya Singh
VP, Senior Product Manager,
Bank of the West

Jeffrey Taylor, CTP
Senior Vice President
Treasury Management Core Products & Services,
Regions Bank

Patricia Tripar
Managing Director, Head of Commercial Online & Digital Channels,
Santander Bank

Eric Foust
Sr. Director, Zelle Wholesale Product Management,
Early Warning

Jim Gillespie
Digital Banking Product Line Manager,
ACI Worldwide

Dean Jenkins
Vice President,
Product Marketing,
Anna Maiolo

Brian McLaughlin
Chief Experience Officer,
Bottomline Technologies

Kevin Patton
Director of Digital Channels Solution Consulting,
ACI Worldwide

Vijay Ramnathan

Rahul Wadhavkar
Head of Product Management and Compliance,
Infosys Finacle

Bill Zayas
President & CEO,

Agenda at a Glance*

Thursday, December 12, 2019

7:30am                  Registration & Networking

8:00am                  Welcome Remarks

8:10am                  Keynote Session: Arming Your Institution for Future Success

8:40am                  Panel: Creating the User Experience Your Cash Management Customers Expect

9:30am                  Panel: Faster Payments: Where Is the Market Going, and How Do You Get There?

10:20am               Networking Break (Sponsor Showcase)

10:40am               Fireside Chat: The Importance of Offering Integrated Receivables

11:10am               Panel: Selecting the Right Fintech Partners For Your Bank’s Fintech Ecosystem

12:00pm               Lunch and Innovation Awards Presentation - Sponsored by Mastercard

1:00pm                  Panel: Monetizing Small-Business Banking: From Free to Fee

1:50pm                  Networking Break (Sponsor Showcase)

2:10pm                  Panel: Up in the Cloud: Payment Cloud Strategies

3:00pm                  Panel: AI & Machine Learning in Wholesale Banking: From Promises to Practicalities

3:50pm                  Networking & Cocktails Reception (Sponsor Showcase)

6:00pm                  New York Experience (Optional) - Winter Village at Bryant Park

*Subject to change

Premier Sponsors

Platinum Sponsors

Innovation Awards Luncheon Sponsor

Supporting Sponsors

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities!


Grand Hyatt New York
109 E. 42nd St
New York, NY  10017