Conference Agenda
Monday, December 01, 2008
8:00 AM - 9:00 AM
Breakfast and Registration
9:00 AM - 9:15 AM
Welcome and Opening Remarks
Campbell Edlund
President
EMI Strategic Marketing
9:15 AM - 10:00 AM
Delivering Value and Customer Loyalty through Payments Products
- What value can payments products deliver in a time of shrinking margins elsewhere in the bank?
- How do you communicate and demonstrate this value?
- What kind of payments products deliver value and loyalty?
Presenter:
Mark R. Ford
Senior Vice President, Card Products
National City
10:00 AM - 10:45 AM
Keeping Loyalty Alive in Tough Times
- The challenge of maintaining trust and loyalty when headlines tell bad news
- The core elements of strategy to help customers "keep the faith" and remain loyal, even during mergers and acquisitions
- Best practices in relationship strategy
Presenter:
Bob Ryan
Head of Product Development and Innovation
Wachovia Card Services
10:45 AM - 11:15 AM
Networking Break
11:15 AM - 12:00 PM
Panel Discussion
Not Another Points Program! - Innovation in Rewards
- Is the merchant-funded debit the best approach to costly rewards and points programs?
- Enterprise rewards programs is a great concept, but how do they actually get implemented?
- How does rewarding good customer behavior
Moderator:
Matthew Eaton
VP and Director of Research
EMI Strategic Marketing
Panelists:
Holly Heckathorne
Senior Vice President, Rewards
Wachovia
Liza Landsman
EVP, Internet and Channel Management
Citi Cards
Stef Erik Anderson
VP, Loyalty and Rewards
SunTrust
12:00 PM - 12:45 PM
Panel Discussion:
Building Loyalty through Social Networking
- Creating promotions via social networking sites
- Utilizing social networking data
- Raising the level of engagement with customers via social networking sites
Moderator:
Karen Webster
President
Market Platform Dynamics
Panelists:
Cheryl Guerin
VP Promotions and Interactive Marketing
MasterCard Worldwide
Mikolaj Jan Piskorski
Professor
Harvard Business School
12:45 PM - 2:15 PM
Networking Lunch
2:15 PM - 3:00 PM
The Impact of Interchange Fee Legislation on Card Reward and Loyalty Funding
- How do you fund loyalty and rewards with dropping interchange fees?
- How does the interchange debate likely to continue to resolve itself in the near and far future?
- How should FIs prepare?
Moderator:
Sarah Phelps
Principal
First Annapolis
Panelists:
Bill Shaw
President, Cards
First Citizens Bank
John Bartold
Vice President, Loyalty Solutions
Epsilon
Dennis Tze
VP of Client Services
Mall Networks
3:00 PM - 3:45 PM
The Impact of Security and Data Breaches on Customer Loyalty
- How trust and loyalty are connected in financial services
- How security and trust can be vehicles to build loyalty
Presenter:
J-B Rambaud
EVP, Chief Security & Risk Officer
Fiserv EFT
3:45 PM - 4:15 PM
Afternoon Networking Break
4:15 PM - 5:00 PM
Segmentation that Works: Tailored Loyalty Products and Programs
- What is the demand for rewards programs among certain customer segments? What are their loyalty drivers?
- Tailoring your program the needs of your customer base-how this affects your reward spend
- Segmentation as a means to better communicate and connect with specific demographics
Moderator:
Joel Stanton
Senior Analyst
Lightspeed Research, Inc.
Panelists:
Ram Ahluwalia
Vice President, Rewards & Partnerships, Americas Bank Group
Merrill Lynch
Katharine Herring Phares
Executive Director
Morgan Stanley, Retail Banking Group
Lars Holmquist
Chief Marketing Officer
Vesdia Corporation
Scott Vieira
SVP, Partnership Development & New Initiatives
Citizens Financial Group
5:00 PM - 5:45 PM
Emerging Payment Business Models
- How will this impact your relationship with your customer? Where are the opportunities for you?
- Mobile payments
- Person to Person payments
Moderator:
Scott Grimes
CEO and Co-Founder
Cardlytics
Mark Lavelle
Co-Founder and EVP
Bill Me Later, Inc.
Ed Vittoria
Vice President, Acquisition and Brand Management
Revolution Money