Agenda
Thursday, June 27, 2013 • Conference Day One |
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7:00 a.m. Registration |
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| 7:00 a.m.-8:00 a.m. Breakfast in the Exhibit Hall with Hosted Roundtable Discussions |
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| 8:00 a.m. NBPCA’s Power of Prepaid™ Kick-Off and Welcome
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8:00 a.m.-10:45 a.m. GENERAL SESSION |
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8:05 a.m.-8:30 a.m. Government and Innovations in Payments The federal government is pushing to develop and leverage technologies to eliminate checks, make payments more efficiently, better enable consumers to receive payments, and access the financial mainstream – the requirement for benefits to be paid electronically is just one example. Hear how emerging payments and Prepaid are a key part of this.
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8:30 a.m.-9:30 a.m. Innovation, Evolution, and Partnering for the Greater Good What can be accomplished when you get industry, government, and not-for-profits working together? We can leverage technology and the evolving financial services landscape to create and use an inclusive platform serving a broad swath of US consumers – from GenY, to retirees, to the 60 million underbanked. Hear how collaboration across industry, government, and 3rd parties is generating benefit for ALL and for the consumers we serve. Hear of the real and unique Power of Prepaid! Panelists:
Moderator:
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9:30 a.m.-10:00 a.m. Networking and Refreshment Break in the Exhibit Hall |
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10:00 a.m.-11:00 a.m. Firsthand Insights into the Perspectives and Priorities of Federal Regulatory Agencies with Oversight on Prepaid As the Prepaid industry continues to face a rapidly moving legal landscape, hear targeted guidance for ensuring you are in compliance with the myriad of federal regulations and emerging legislation impacting the Prepaid industry. This panel of esteemed federal agency representatives will discuss the latest legislative developments in Washington, D.C., their perspectives on Prepaid and add-on features and enhancements, and they’ll share best practices for working with regulators to determine your compliance obligations. Panelists: Speaker to be announced
Moderator:
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11:00 a.m.-12:00 p.m. Industry Panel Discussion: Maintaining a Profitable Program in a Moving Regulatory Landscape Prepaid growth is dramatic – across all customer types – consumer, government, and corporates. A critical and very expensive challenge – is how to continue to innovate and grow, while dealing with a moving regulatory landscape. Hear from industry leaders on what they are doing to continue to fuel long term growth and profitability, while addressing this challenge. Panelists:
Moderator:
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12:00 p.m.-1:15 p.m. Lunch with Guest Speaker |
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1:15 p.m.–2:15 p.m. CONCURRENT TRACKS |
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TRACK ONE: EVOLUTION AND INNOVATION Voice of Investor Community – on Emerging Payments and Prepaid Public and private investors in the financial services market are constantly scanning the horizon for micro and macro-economic and societal trends to drive changes in the financial services ecosystem and business models. Emerging payments are generating buzz, and discussions involve what will really happen and when. This maturing Prepaid market has more investor analysts now covering this sector. Hear from experts on what they’re seeing, hearing, thinking, and seeking to pique (or plummet) their interest in Prepaid markets. Speakers to be announced. |
TRACK TWO: GOVERNMENT Best Practices for Ensuring you are Running a Thoroughly Compliant Program in the Current and Impending Regulatory Environment Hear senior regulators and those in the industry that are under increased scrutiny share their views on the best ways to ensure you are running a thoroughly compliant program. Key discussion points will include: preparing for an increased regulatory focus on bank oversight of program managers, how to effectively manage third-party relationships, the extension of Reg E to Prepaid, and reaction to recent enforcement actions, trends, and lessons learned. Panelists:
Moderator:
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2:15 p.m.–3:15 p.m. CONCURRENT TRACKS |
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TRACK ONE: EVOLUTION AND INNOVATION The Corporate Landscape – Voices of Corporate Customers and Identifying the Drivers and Areas for Growth in these Markets Corporate customers and products are driving a real change in how business and payments are done in the U.S. and abroad. Hear from corporate customers on how Prepaid is helping to reduce costs, prevent fraud, and improve overall efficiencies and employee interactions.
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TRACK TWO: GOVERNMENT Top 10 Tips for YOUR Effective Advocacy at the State and Local Level Gain an update on key state legislative actions affecting Prepaid products, and how to prepare for and respond to increased state enforcement efforts. Examine the latest developments in state money transmitter statutes and which Prepaid add-ons and features constitute money transmissions. Learn about the resulting regulatory implications. Panelists:
Moderator:
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3:15 p.m.-3:45 p.m. Networking and Refreshment Break in the Exhibit Hall |
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3:45 p.m.-4:45 p.m. CONCURRENT TRACKS |
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TRACK ONE: EVOLUTION AND INNOVATION Prepaid: Longer Relationships and more
Profitable Products
How are consumers really using their reloadable cards, and what innovations are on the horizon for the Prepaid account to play a more central role in the consumers’ full financial life.
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TRACK TWO: GOVERNMENT Behind the Curtain: Effective Outreach and Interaction with Hill Staffers Much of the important work done on the Hill is done by Staffers, including highlighting to the Member what are the topics on which to focus, crafting the Member briefing and talking points, and negotiating on key legislative language. They are over busy and understaffed. Peek behind the curtain to learn from former senior Congressional staffers:
Former senior Congressional staffer: TBA |
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4:45 p.m.-5:45 p.m. GENERAL SESSION |
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4:45 p.m.-5:45 p.m. Point Counter Point Discussion – Equal Treatment for Prepaid Consumers? The Prepaid industry and consumer advocates both want to assure the consumer is well served in Prepaid, with features and benefits that best fit the comprehensive needs of this ever broadening consumer base. What features and benefits, offered by whom, how, and where exist. Industry and advocates often disagree. Two of the CFPB’s top questions for the Prepaid industry, are around credit: How can we fulfill some of the credit needs of Prepaid consumers, using Prepaid as a platform/tool? How can we help consumers build a credit record to enable them to borrow in the future? Join the discussion as these questions are posed to those who have passionate and divergent views.
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5:45 p.m.-6:00 p.m. End of Day One Closing Remarks |
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6:00 p.m.-7:00 p.m. Cocktail Reception in the Exhibit Hall with potential Congressional Guests |
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Kirsten Trusko
Frank Mastrangelo
Honorable Bill Huizenga (R-MI) 
Jeanne Hogarth
Nora Arpin
Gerard LiVigni
Judith E. Rinearson
Brad Fauss
Jeremy Kuiper
Phillip C. (Chuck) Rouse
Brad Hanson
Terrence P. Maher
John Hagy
Natalie H. Diana
Alan E. Sorcher
Chris Byrd
John Barbella
Margo Strahlberg
Chuck Cross
Donald J. Mosher
Wendy Harp-Lewis
Tim Attinger
Alpesh Shah
Arjan Schütte
Steve Streit
Lauren Saunders
Dan Henry
Rob RosenblattFriday, June 28, 2013 • Conference Day Two |
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7:00 a.m. Breakfast in the Exhibit Hall with Hosted Roundtable Discussions |
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| 8:00 a.m.-8:05 a.m. Kick-Off to Day Two |
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8:05 a.m.-10:30 a.m. GENERAL SESSION |
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8:05 a.m.-8:30 a.m. Keynote Speaker – Congressional Leader from Committee of Jurisdiction over Prepaid |
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8:30 a.m.-9:30 a.m. New Consumer Research, including the Role of Prepaid in Financial Literacy and Access Understand the mindset of the consumer through the results of the research conducted by consumer advocate groups. Learn what is important to different types of consumers and what messaging can really resonate in critical communities of influence. In addition, hear different perspectives of financial literacy and Prepaid’s role in access to the financial mainstream across constituent bases, and how you can collaborate with consumer advocates to advance goals of financial literacy and inclusion. Panelists:
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9:30 a.m.-10:00 a.m. The Sum of the Parts … Local companies offering stored-value solutions have assets, such as: market expertise and an established customer base. Global providers have complementary assets: geographic reach and expertise in global markets. Both local and global companies can develop and launch solutions on their own, but this can be costly and time-consuming. By working together and leveraging the best assets of both company types, partners in the value chain have extraordinary power to develop and implement unique stored-value solutions – faster and easier than ever before. In this session, you will hear a case study on five real solutions in the market today – all meeting different needs – that have been developed and launched using this partner model.
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10:00 a.m. Networking & Refreshment Break in the Exhibit Hall |
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10:30 a.m.–11:30 p.m. CONCURRENT TRACKS |
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TRACK ONE: EVOLUTION AND INNOVATION Expanded Core Financial Services and the Prepaid Consumer – Overdraft, Credit, Savings, and Remote Deposit Capture A longer life, multifaceted relationship, is key to a long term happy consumer and profitable product. Hear from experts on the features needed to build your product set. What works well, what doesn’t, and how these apply to your business and business model.
Moderator:
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TRACK TWO: ADVOCACY Media Topics Trending in Prepaid: Teen Cards and Financial Literacy, Celebrity Cards and Disclosures Join reporters as they discuss topics of interest to them in the Prepaid card industry, including why they are important and how companies can effectively engage with the press on these issues.
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11:30 a.m–12:30 p.m. CONCURRENT TRACKS |
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TRACK ONE: EVOLUTION AND INNOVATION Reaching New Demographics and Markets with Non-Traditional Prepaid Programs - Real World Success Stories Learn how it’s possible to reach and engage new demographics by establishing affiliations with non-financial programs to create a product that really creates value to the consumers it’s targeted towards. In this session, hear how, by adding a Prepaid component to a brand with strong consumer affinity, Prepaid programs have been able to establish new meaningful and relevant relationships with demographics and consumer bases previously untapped. Speaker to be announced. |
TRACK TWO: ADVOCACY Point and Counter-Point: Voice of Consumer
Advocates. How Prepaid Could and Should Help Hear leading consumer advocates react to recent research results, and discuss with industry how Prepaid could and should help consumers with financial literacy.
Moderator:
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12:30 p.m. –1:30 p.m. GENERAL SESSION |
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12:30 p.m. Emerging Payments – Opportunities and Threats There has been much discussion on the broad range of core services available to consumers and innovative ways consumers will receive their funds; consumers that include Government, corporate, peers, and self. Hear from industry and Government experts on their views of the top 3 drivers and deterrents for profitability and growth in emerging payments and Prepaid.
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1:30 p.m. Closing Remarks and End of Conference |
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Kathy Steinberg
Walt Henderson
Hal Paul
Terri Ferrise
Jeff Lewis
Steven Boyer
Steve Parento 
Hadley Malcolm
Crystal Wright
Cy Richardson
Adam Rust
Clay Wilkes
Brett Adams 
G. Michael Flores