Strategic Leadership Forum
Game Changing Insights
September 27–29 | Park Hyatt Aviara, Carlsbad, California
2023 Speakers
Isaac Boltansky
Managing Director and Director of Policy Research, BTIG
Greg Gittrich
Chief Commercial Officer, Orum.io
Eric Grover
Principal, Intrepid Ventures
Adam Hallquist
Principal, FTV Capital
Sam Hamilton
SVP, Head of Data & AI Platform, Visa
Bo Huang
Managing Director, Advent International
Ron Karpovich
Managing Director, Head of Client Solutioning, EF&S, JPMorgan
Jodie Kelley
CEO, ETA
Theodora Lau
Author of Beyond Good & The Metaverse Economy, Founder of Unconventional Ventures, and host of One Vision podcast
Michelle Meyer
Chief Economist, US, Mastercard Economics Institute
Ryan Patel
Global Business Executive, CNN Contributor, and host of The Moment with Ryan Patel podcast
Trevor Rich
Partner, Lovell Minnick
Mary Allen Saunders
VP, Strategic Alliances, Toast
Jaret Seiberg
Managing Director, Cowen Group
Drew Soinski
Managing Director, Wholesale Payment Solutions, JPMorgan
Scott Talbott
Executive Vice President, ETA
2023 Agenda
Wednesday, September 27
8am-2pm
Golf Tournament
AVIARA GOLF CLUB
4pm
Welcome / Opening Remarks
GRAND BALLROOM
Jodie Kelley, CEO, ETA
4:10pm
Key Tech Trends Shaping the Future of Payments
GRAND BALLROOM
We are in an era of incredible payments innovation and growth. Digital transformation, connectivity, and sustainability are key drivers for this growth, resulting in disruptive advances in customer-centric strategies such as embedded commerce, tokenization and other data-safeguarding tools, real time payments, improvements in digital wallets, biometrics, and new, eco-friendly forms of payment, to name just a few.
Join us as we dive into the key tech trends impacting the way we pay, and what it means for the future of payments.
Jodie Kelley, CEO, ETA (M)
Ryan Patel, Global Business Executive, CNN Contributor, and Host of The Moment With Ryan Patel Podcast
5pm
Welcome Reception
THE GARDENS
8pm
Late Night Reception
THE GARDENS
Thursday, September 28
9am
Breakfast
THE GARDENS
10am
The Current State of the Economy & a Look at What Lies Ahead
GRAND BALLROOM
We are in a period of economic contradictions. Despite close to record-low unemployment rates, inflation is easing considerably from the recent period of heightened price pressure. Meanwhile, the real economy continues to expand, boosted by a resilient consumer. But there are uncertainties, including geopolitical risks and climate issues which can impact energy prices and the trajectory of the economy. All of this will ultimately feed into the path ahead for the payments industry. Don’t miss this enlightening discussion on the current state of the US economy and what lies ahead.
Michelle Meyer, Chief Economist, US, Mastercard Economics Institute
10:35am
Capital Market & M&A Insights for Today and Tomorrow
GRAND BALLROOM
Market changes and a chaotic economy have caused a slowdown in investments in payments and fintech companies. There are, however, still opportunities for capital raising and M&A. Join this panel of experts as they discuss how to navigate the current climate, and how to move the industry forward.
Eric Grover, Principal, Intrepid Ventures (M)
Adam Hallquist, Principal, FTV Capital
Bo Huang, Managing Director, Advent International
Trevor Rich, Partner, Lovell Minnick
11am
AI Ethics for a Responsible World
GRAND BALLROOM
The Fourth Industrial Revolution (4IR) is upon us and marks a new chapter in human development fueled by big data and disruptive technological advances in artificial intelligence (AI). It’s an era of huge promise when used responsibly. But what exactly is AI and how is it being used in our industry today? And should we be wary? With the recent launch of the AI Governance Alliance by the World Economic Forum, and the passing of the AI Act by the European Union, using AI in this new era is clearly top of mind. The good news is that we have the opportunity to impact how we engage with the technologies of the 4IR for the good of all. Join Sam Hamilton, SVP, Head of Data & AI Platforms, Visa, as he explores AI and the importance of using it responsibly, ethically and always through a human-centered lens.
Sam Hamilton, SVP, Head of Data & AI Platform, Visa
11:30am
The Importance of CX From Those Leading the Charge
GRAND BALLROOM
Drew Soinski, Managing Director, Wholesale Payment Solutions, JPMorgan (M)
Greg Gittrich, Chief Commercial Officer, Orum.io
Ron Karpovich, Managing Director, Head of Client Solutioning, EF&S, JPMorgan
Mary Allen Saunders, VP, Strategic Alliances, Toast
12pm
Lunch
THE GARDENS
1pm
Networking & Break
4:00pm
Legislative and Regulatory Activity on Capitol Hill
GRAND BALLROOM
Learn about the current legislative and regulatory agenda shaping payments from Washington, DC.
Scott Talbott, Executive Vice President, ETA (M)
Isaac Boltansky, Managing Director and Director of Policy Research, BTIG
Jaret Seiberg, Managing Director, Cowen Group
4:40pm
Beyond Good: Why Doing Good is Good Business
GRAND BALLROOM
The world is changing before our eyes. Mega trends such as shifting demographics, changes in the way we work, and climate change are just some that are driving inequality, resulting in a new focus by employees, investors, and consumers on environmental social governance (ESG) goals. And the payments industry is in the bullseye. How can disruptive technology align, help drive financial inclusion, and be part of the solution? It’s possible, and Theodora will walk you through case studies where fintechs are doing just that, and leading a purpose-driven business revolution that is beyond good.
Theodora Lau, Author of Beyond Good & The Metaverse Economy, Founder of Unconventional Ventures, and host of One Vision podcast
5:10pm
ETA Hall of Fame Recognition Ceremony
GRAND BALLROOM
5:30pm
Evening Reception
THE GARDENS
8pm
Late Night Reception
THE GARDENS
Friday, September 29
8am
Grab & Go Breakfast
THE GARDENS