2026 Speakers
Sol Rashidi, MBA
Chief Strategy Officer (CSO), AI & Data, Cyera.
Michael Brown
Principal, US Economist, Visa
Tim Chiodo
Managing Director, UBS
Komil Desai
Head of US Crypto BD and Partnerships, Visa
Sherri Haymond
Executive Vice President and Global Head of Digital Commercialization, Mastercard
Jodie Kelley
CEO, ETA
Sahej Suri
Managing Partner, Blue Dot Investors
Christina Schaengold
Financial Partnerships - Strategic Verticals & Innovation, Stripe
Jamie Walker
President, ETA Board of Directors
Head of Digital Assets and Money Movement, U.S. Bank
Agenda
Monday
September 28
Agenda Subject to Change
8:30am
Golf Tournament at Tiburon Golf Club
Sponsored by American Express
10:00am
Registration Open
3:00pm
Regi-ception
4:00pm
Welcome Remarks
Jodie Kelley, CEO, ETA
Jamie Walker, President, ETA Board of Directors & Head of Digital Assets & Money Movement, U.S. Bank
4:15pm
Keynote Speaker: Sol Rashidi
Sol Rashidi, Chief Strategy Officer (CSO), AI & Data, Cyera
5:00pm
Welcome Reception
Sponsored by US Bank | Elavon
5:00pm
Registration Closed
Tuesday
September 29
8:00am
Registration Open
9:00am
Breakfast
Sponsored by Global Payments
10:30am
U.S. Economic Outlook: Turning the Page, the Next Chapter for Growth, Consumers and Markets
The outlook for the U.S. economy can be characterized by three Rs: Resilience, areas of Restraint, and some Realignment. In this session, Visa's Principal U.S. Economist, Michael Brown, will examine current and future economic conditions through the lens of these three forces, sharing his team's latest forecasts for growth, the labor market, consumer spending, and the broader payments ecosystem.
Beyond the macroeconomic outlook, Michael will explore how these trends are shaping the next chapter of commerce and payments, including opportunities for payment acceptance across businesses of all sizes, the evolution of digital and AI-driven commerce experiences, and the growing demand for efficient commercial money movement. The session will also provide perspectives on the future path of interest rates and the potential impact on lending, business investment, consumers, and markets.
Michael Brown, Principal, US Economist, Visa
11:00am
Who Will Own the Future of the Digital Dollar?
Stablecoins are rapidly moving from crypto innovation to payments infrastructure. But the next battle may not be over who issues digital dollars — it may be over who controls the networks, economics, and customer relationships that surround them.
Open USD represents a new approach: a consortium-backed model designed to align incentives across banks, payment companies, fintechs, and merchants. How does it differ from issuer-led models like USDC? What role will banks, card networks, and payment processors play? And will the future be defined by proprietary stablecoins, bank-issued digital money, or shared industry infrastructure?
Executives from U.S. Bank, Stripe, and Visa will discuss why they joined Open USD, how they view its strategic potential, and what it could mean for the future of payments.
Komil Desai, Head of US Crypto BD and Partnerships, Visa
Christina Schaengold, Financial Partnerships - Strategic Verticals & Innovation, Stripe
Jodie Kelley, CEO, ETA (M)
12:00pm
Networking Lunch
Sponsored by Discover
2:30pm
Agentic AI: The Next Evolution of Commerce
AI is moving from helping consumers make decisions to increasingly acting on their behalf. As agentic AI begins to search, compare, recommend and transact, it has the potential to reshape how consumers shop, how businesses engage with customers and how payments work behind the scenes.
This keynote will explore the emerging world of agentic commerce and what it means for the payments ecosystem — from identity, authentication and security to trust, consumer control and the evolving roles of networks, issuers, acquirers, merchants and technology providers. The session will offer a forward-looking perspective on what is already taking shape, where the market is headed and how payments leaders can prepare for the next evolution of digital commerce.
Sherri Haymond, Executive Vice President and Global Head of Digital Commercialization, Mastercard
Jodie Kelley, CEO, ETA
3:00pm
Following the Money: What Today's Investors See That the Rest of the Payments Industry Doesn't Yet
Public market analysts, private equity investors, venture capitalists, and investment bankers discuss where capital is flowing, how value creation is changing, and which technologies and business models are likely to define the next decade of payments.
Tim Chiodo, Managing Director, UBS
Sahej Suri, Managing Partner, Blue Dot Investors
Luke Thomas, Chief Strategy officer, Shift4
3:30pm
ETA Hall of Fame Recognition Ceremony
Chris Lee
Tom Bell
Sponsored by Discover
4:00pm
Reception
5:00pm
Registration Closed
8:00pm
Late Night Reception
Sponsored by Wellesley Hills Financial
Wednesday
September 30
8:00am
Power Breakfast
Sponsored by Mastercard