OCTOBER 2020 | LIVE WEEKLY EPISODES

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B2B Payments 2021: What Will You Change?

Banks, corporates and even regulators now recognize the imperative to modernize — not just digitize —the infrastructures and workflows that move money and data between businesses domestically and cross-border.

Together with Visa, PYMNTS invites you to a month-long series of livestreamed programs on these issues as they reshape B2B payments. Masters of modernization share insights and answer questions during a mix of intimate fireside chats and vibrant virtual roundtables.

This PYMNTS-TV series provides clarity and actionable advice around four critically important points:

Week One: “What just happened?” - Taking stock of the B2B payments 2020 digital shift

Week Two: “What will we change?” - Rethinking the B2B Payments roadmap for 2021 and beyond

Week Three: “What will it take?” - How to move ideas from concept to execution

Week Four: “What will the future look like?” - Next steps for B2B payments

PROGRAM SCHEDULE

SERIES KICK-OFF: OCTOBER 1ST

TAKING STOCK OF THE DIGITAL SHIFT: WHAT JUST HAPPENED?

Six months ago and in the space of a few short weeks, businesses around the world shut their offices and moved to an entirely remote workforce as the pandemic forced the closure of all but essential businesses. The abrupt shift to work from home for CFOs, treasurers and their teams laid bare the inefficiencies of systems, processes and workflows that relied too much on paper and manual processes to keep business flowing.

We’ll hear from a panel of corporates who will share their challenges in managing payments workflows across their own cash position at a time when cash flow and liquidity across their entire financial and supply chain was never more important.

Opening Keynote with Visa’s Kevin Phalen

Live: Thursday, October 1, 2020 | 12:00 pm ET – 12:20 pm ET

Kevin Phalen, Head of Global Business Solutions at Visa


E1:
It Happened One March: The Five Months That Changed The B2B Payments World

Live: Thursday, October 1, 2020 | 12:20 PM (ET) – 1:00 PM (ET)

Kivanc Onan, Head of B2B Payments, Financing and Protection, North America for Alibaba

Rob Rosenblatt, CEO at Behalf

Sarfraz Nawaz, Digital Transformation, Supply Chain at Johnson & Johnson

Tony Uphoff, CEO at Thomas.net

Trish Fisher, Senior Director, Treasury Operations at
WeWork

WEEK OF OCTOBER 5TH

RETHINKING THE ROADMAP: WHAT WILL YOU CHANGE?

As the pandemic shone a bright light on the inefficiencies that payers and receivers simply lived with in more economically predictable times, the phase that echoed consistently throughout the B2B payments ecosystem was “What will we change?”

A series of discussions with treasury banks, themselves undergoing their own digital transformations, will shed light on the critical steps they took to help their corporate and small business customers navigate these uncertain times.


Fireside Chat with Dwolla’s Brady Harris

Live: Monday, October 5, 2020 | 12:00 pm ET – 12:20 pm ET

Brady Harris, CEO at Dwolla

E2: Digitizing The Small Business To Save The Small Business | Helping SMBs Make The Digital Shift

Live: Tuesday, October 6, 2020 | 12:00 PM (ET) – 12:50 PM (ET)

Sara Wardell-Smith, Head of North America Business Solutions at Visa

Ngina Shulman, Owner at Lotus Media

Ryan Alovis, CEO at LensDirect

Nick Nicholas, Owner and Technical Director at Genesis Water Technologies

Tina Wells, CEO and Founder at RLVNT Media


Fireside Chat with KeyBank’s Ken Gavrity

Live: Wednesday, October 7, 2020 | 12:00 pm ET – 12:20 pm ET

Ken Gavrity, EVP and Head of Enterprise Payments at KeyBank

E3: The Corporate Challenge: Can Treasury Banks Help Corporates Transform at the Same Time They Themselves are Transforming?

Live: Thursday, October 8, 2020 | 12:00 PM (ET) – 12:50 PM (ET)

Brad Windbigler, Head of Treasury and Investor Relations at Western Union

Kristen Michaud, Managing Director, InBlock at LiquidX

Shahrokh Moinian, EMEA Head of Wholesale Payments at J.P. Morgan

Todd Adler, SVP, Director of Treasury Management at Commerce Bank

Tom Halpin, EVP at HSBC

Drew Edwards, CEO at Ingo Money


Fireside Chat with FedNow’s Ken Montgomery

Live: Friday, October 9, 2020 | 12:00 pm ET – 12:20 pm ET

Ken Montgomery, Boston Fed COO and Program Executive at FedNow

WEEK OF OCTOBER 12TH

FROM TALK TO EXECUTION: WHAT WILL IT TAKE?

Solutions to problems always look great in a Power Point deck presented on a Zoom call, but the rubber meets the road when presentations become protocols for new ways to get business done.

A series of conversations with networks, FinTechs, corporates and bankers will shed new insights on how they are making the tough decisions today that will future-proof their processes moving forward.

E4: Real Time’s Reality Check: How Many Clearing And Settlement Rails Do We Really Need?

Live: Tuesday, October 13, 2020 | 12:00 PM (ET) – 12:50 PM (ET)

Alan Koenigsberg, Global Head of New Payment Flows at Visa Business Solutions

Russ Waterhouse, EVP at The Clearing
House

Mike Kresse, SVP Card and Money Movement at FIS

Jane Larimer, CEO at Nacha

David Scola, Chief Executive, Americas and UK at SWIFT

Jeremy Allaire, CEO at Circle

Fireside Chat with Billtrust’s Flint Lane

Live: Wednesday, October 14, 2020 | 12:00 pm ET – 12:20 pm ET

Flint Lane, Founder and CEO at Billtrust

E5: Better Together: Modernizing B2B Payments By Breaking Down The AR and AP Silos

Live: Thursday, October 15, 2020 | 12:00 PM (ET) – 12:50 PM (ET)

Alan Koenigsberg, Global Head of New Payment Flows at Visa Business Solutions

Jay Dearborn, President at WEX Corporate Payments

Greg Bloh, CEO at Transcard

Muhammad Chbib, CEO at Tradeling

Simon Barker, CEO at Conferma Pay

Brad Garfield, Head of Product for Commercial Cards and Comprehensive Payables in Global
Transaction Services at Bank of America

Fireside Chat with David Disque

Live: Friday, October 16, 2020 | 12:00 pm ET – 12:20 pm ET

David Disque

WEEK OF OCTOBER 19TH

WHAT’S NEXT FOR B2B PAYMENTS: HOW WILL THINGS LOOK?

Getting a sense of how B2B payments will look in the future is about what gets funded, and why.

A panel of investors and FinTechs will share the framework they are using to answer that question — and its impact on
other projects and payments and financial systems priorities they may be contemplating.

Fireside Chat with Rep. Patrick McHenry

Live: Monday, October 19, 2020 | 12:00 pm ET – 12:20 pm ET

Republican Leader on the Financial Services Committee Rep. Patrick McHenry

E6: Follow the Money: Who Has it, Who’s Getting it and Why?

Live: Tuesday, October 20, 2020 | 12:00 PM (ET) – 12:50 PM (ET)

Paul M. Purcell, Partner at Continental
Advisors

Doug Bergeron, Managing Partner at Hudson Executive
Capital

Ian Drysdale, Executive in Residence at Great Hill Partners

Amit Jhawar, Venture Partner at Accel

Rick Roberts, Analyst and Portfolio Manager at Vulcan Capital

Fireside Chat with Harvard Kennedy School's Paul Sheard

Live: Wednesday, October 21, 2020 | 12:00 pm ET – 12:20 pm ET

Dr. Paul Sheard, Senior Fellow at Harvard Kennedy School

E7: Pressure Points: The Verticalization (and Digitization) of B2B Payments

Live: Thursday, October 22, 2020 | 12:00 PM (ET) – 12:50 PM (ET)

Ariel Cohen, CEO at TripActions

Bob Youakim, CEO at Passport

Mike Massaro, CEO at Flywire

Chris Ward, Head of Products and Innovation, Treasury Management at PNC

Sunil Sharma, Chief Technology Officer and Chief Product Officer at Cargomatic

Fireside Chat with Bain Capital's Matt Harris

Live: Friday, October 23, 2020 | 12:00 pm ET – 12:20 pm ET

Matt Harris, Partner at Bain Capital

Fireside Chat with David Goldhill

Live: Monday, October 26, 2020 | 12:00 pm ET – 12:20 pm ET

David Goldhill, Founder and CEO at Sesame

Fireside Chat with FIS's Bruce Lowthers

Live: Tuesday, October 27, 2020 | 12:00 pm ET – 12:20 pm ET

Bruce Lowthers, President Banking and Merchant Solutions, FIS

Fireside Chat with Deluxe's Barry McCarthy

Live: Wednesday, October 28, 2020 | 12:00 pm ET – 12:20 pm ET

Barry McCarthy, President and CEO at Deluxe

Closing Fireside Chat with Visa’s Kevin Phalen

Live: Thursday, October 29, 2020 | 12:00 pm ET - 12:20 pm ET

Kevin Phalen, Head of Global Business Solutions at Visa

Details are subject to change