Thank you to all of our attendees, speakers, sponsors, and the city of New York for helping to make Aite Group's inaugural Cash Management & Payments Forum such a success! We look forward to seeing everyone again next year in December, 2019.

Join us this December for Aite Group’s inaugural Innovation in Cash Management and Payments Forum in New York City.

The pace of change within the cash management and payments industry has reached new heights. Products are becoming commoditized and banks are no longer winning business based on the products they offer, but rather by how they are delivered and the tools available to support and enhance their value. Banks must overcome the growing gaps that exist between what customers need and what they are offering by evolving their strategies, partnering with fintechs, and identifying new ways to help customers operate with greater speed, efficiency, and automation. Innovation is at the center of today’s cash management and payments paradigm shift.

Attend this dynamic and interactive one day conference to discuss the latest trends and innovation within the cash management and payments industry. Join Aite Group Research Director, Christine Barry, along with 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 technology innovation and user experience enhancements, faster payments, the role of fintechs, the growing commercial card space, and integrated receivables.
  • Network and exchange ideas with bank executives and 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 future success in today’s evolving industry.
  • Be the first to congratulate the recipients of Aite Group’s Impact Innovation Awards for cash management and payments.

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

Jonathan Aguallo
Director, Innovation Global Transaction Services,
Bank of America Merrill Lynch
Don Shaurette
Director, Market Intelligence and Strategy,
Andrea Gilman
Senior Vice President, New Payments and Commercial Products,
Andrew Haskell, CTP
Senior Product Manager, Immediate Payments Product Management,
BNY Mellon
Herber De Ruijter
Partner and Head of Digital Products,
Tracy Pearce
Vice President, Bank Channel,
Megan Short
Senior Vice President, Team Lead, Core Treasury Receivables Product Management, 
Norm DeLuca
Managing Director, Banking Solutions,
Bottomline Technologies
Howard Forman
Senior Vice President, Head of Digital Channels, 
Seth Goodman
Director, North America Product Head, Citi Commercial Cards,
Thara Trivedi
Head of Payment Products,
Bank of the West
Dean Jenkins
Vice President, Product Marketing and Shared Services,
Jim Colassano
Senior Vice President, Product Development & Strategy, 
The Clearing House
Jo Jagadish
Executive Director, Product Innovation Strategy, Commercial Banking,
JPMorgan Chase
Tom Berdan
Chief Marketing Officer,
Rodney Gardner
Managing Director, Head of Global Receivables,
Bank of America Merrill Lynch
Kareem Chouli
VP of Sales, Americas & EMEA,
David Grindal
Director of Solution Consulting, North America,
ACI Worldwide
Vinay Prabhakar
Vice President, Product Marketing,
Volante Technologies
Geoff Dean
Managing Director, Head of Commercial Card,
MUFG Union Bank N.A.
BC Krishna
CEO and President,

Schedule at a Glance*

December 11, 2018

8:30am                       Registration & Networking

9:00am                        Welcome Remarks

9:15am                        Panel Session

10:10am                      Networking Break (Sponsor Showcase)

10:30am                      Panel Session

11:25am                      Panel Session

12:20pm                      Lunch and Presentation of Innovation awards

1:35pm                        Panel Session

2:30pm                        Networking Break (Sponsor Showcase)

2:50pm                        Panel Session

3:45pm                        Closing Remarks

4:00pm                        Cocktail Reception (Sponsor Showcase)

*Subject to change

Premier Sponsor

Platinum Sponsors

Gold Sponsor


Andaz Wall Street
75 Wall Street
New York, NY  10005