3rd Prepaid Cards Conference

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PREPAID 3RD CARDS TM Ensuring a Profitable Prepaid Program through Understanding Regulatory Developments, Market Drivers and New Strategies for Program Implementation Attend This Conference to: Media Partners: Obtain up-to-date developments on the recent credit card and stored value card regulations Speculate the impact from the recent regulatory developments in the prepaid space Participate in a one hour Gift Card Think Tank Roundtable Discussion to zoom in challenges and opportunities for managing a gift card program Make the business case for prepaid distribution channels Understand the mobile payment convergence Examine the most frequent fraud schemes in the prepaid area and brainstorming the solutions Discuss the prepaid market opportunities in Latin America Examine wireless prepaid opportunities Meet and Learn from Prepaid Leaders from Retail and Banking Industries Including: Precash MetaPayment Systems Patton Boggs LLP NBPCA West Suburban Bank Aentra Quadagno & Associates, Inc edo Interactive, Inc ADP American Bankers Association PSE Consulting Green Dot IDC www.prepaidcardsevent.com 1-800-882-8684 Back by Popular Demand! Don’t miss interactive discussions on gift card strategies, general spending card programs, innovative prepaid models, as well as the timely legislative and regulatory updates! December 07-09, 2009 Miami, FL Join the Gift Card Roundtable with: Matt Davies, Gift Card Manager, Nike Jennifer Lashua, Gift Card Manager, Williams-Sonoma, Inc. Edward Schulkin, President, GiftCard Partners Inc.

Transcript of 3rd Prepaid Cards Conference

Page 1: 3rd Prepaid Cards Conference

PREPAID3RD

CARDSTM

Ensuring a Profitable Prepaid Program throughUnderstanding Regulatory Developments, Market Drivers and New Strategiesfor Program Implementation

Attend This Conference to:

Media Partners:

• Obtain up-to-date developments on the recent credit card and storedvalue card regulations

• Speculate the impact from the recent regulatory developments in theprepaid space

• Participate in a one hour Gift Card Think Tank Roundtable Discussion tozoom in challenges and opportunities for managing a gift card program

• Make the business case for prepaid distribution channels

• Understand the mobile payment convergence

• Examine the most frequent fraud schemes in the prepaid area andbrainstorming the solutions

• Discuss the prepaid market opportunities in Latin America

• Examine wireless prepaid opportunities

Meet and Learn fromPrepaid Leaders fromRetail and BankingIndustries Including:

PrecashMetaPayment SystemsPatton Boggs LLPNBPCAWest Suburban BankAentraQuadagno & Associates, Incedo Interactive, IncADPAmerican BankersAssociationPSE ConsultingGreen DotIDC

www.prepaidcardsevent.com • 1-800-882-8684

Back by Popular Demand! Don’t miss interactivediscussions on gift card strategies, general spending

card programs, innovative prepaid models, as well asthe timely legislative and regulatory updates!

December 07-09, 2009 • Miami, FL

Join the Gift CardRoundtable with: Matt Davies, Gift CardManager, NikeJennifer Lashua, Gift CardManager, Williams-Sonoma,Inc. Edward Schulkin, President,GiftCard Partners Inc.

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PREPAIDCARDSTM

Who Will You Meet?VP/ Senior Directors andManagers from:

Sponsorship and Exhibition Opportunities:

Dear Prepaid Colleagues,

Thanks to enthusiastic speakers and participants in our 2 previous PrepaidCards Conferences, it is clear that there are enormous opportunities in theprepaid market. However, all discussions come down to how to positionyour prepaid program in a complex market with the myriad of productofferings?

Prepaid is a lucrative market with huge growth potential but ensuring aprofitable prepaid program requires in-depth research into marketsegmentation as well as a careful design of the business strategy. At the 3rd Prepaid Cards Conference, we are bringing along the leadingplayers of the prepaid ecosystem, aiming to further explore opportunities inthe most promising segments of the prepaid space and sharing thestrategies of building a PROFITABLE prepaid program!

You don’t want to miss the opportunity to brainstorm with the industryleaders! Reserve your seat today by calling 1-800-882-8684! I look forwardto meeting you in Miami!

Sincerely,

Cathy GuConference [email protected]

Sponsorships and Exhibits are excellent opportunities for your company to showcase yourproducts and services to high-level, targeted decision makers attending the 3rd Prepaid CardsConference. IQPC and MarketingIQ help companies like yours achieve sales, marketing andbranding objectives by setting aside a limited number of event sponsorships and exhibit spaces– all of which are custom-tailored to assist your organization in creating a platform to maximizeits exposure at the event.

For more information on sponsoring or exhibiting at the 3rd Prepaid Cards Conference, pleasecontact Mario Matulich at 866-232-8660 or via email at [email protected].

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Merchants, Retailers & Brands• Prepaid Cards• Stored Value Cards• Gift Cards Programs• Merchandizing/Retailing• Category• Consumer Marketing• Incentive Marketing and Loyalty• POS

Banks and Financial Institutions• Prepaid Cards• Gift Cards• Reward and Cardholder• Security and Risk

Healthcare, Corporate Payroll &Government Segment• Prepaid Cards• Stored Value Cards• Treasury• Payroll• Unbanked & Underserved

Transportation & Ticketing• Prepaid Cards• Ticketing

Card Networks, Acquirers/Processors• Payment System• Debit, Prepaid Product Development• Treasury Service• Commercial Card Service• e-Payment • Mobile Payment• Client Service• Implementation

Prepaid Experts• Research Firms• Regulations and Compliance• Risk Management and FraudPrevention

• Technology and SoftwareDevelopment

• Prepaid ISOs (Independent SalesOrganization)

• Venture Capitalists

December 07-09, 2009 • Miami, FL

www.prepaidcardsevent.com • 1-800-882-8684

P.S Don’t forget tosign up for theinteractive pre-conference workshops!

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2:30 pm – 5:30 pm

BThe opportunities within the prepaid market are clear, however, it isequally important to understand the challenges in each prepaidsegment to strategize the best way for targeting your market segment.Join this must attend workshop to brainstorm with industry leaders andwalk away with answers to all of your most pressing questions.

What will be covered: • A brief overview of the prepaid market segments and market size• Understanding the major challenges from different segments• Analyzing challenges from market education, business model

innovation and regulatory securitization• Understanding how the recent legislative changes will impact the

prepaid development

How will you benefit: • Brainstorming the various factors that are hindering the prepaid

development • Having a comprehensive understanding of the prepaid market

opportunities as well as challenges • Getting your questions answered at the roundtable discussion

Workshop Leaders:Peter J. Quadagno, CEO and President, Quadagno & Associates, Inc. Carol Van Cleef, Partner, Patton Boggs LLPJohn Chaney, Chairman and Chief Executive Officer, Precash

Understanding the Challenges of The Prepaid Market: Discussing the Factors that areHindering the Prepaid Development

About Our Media Partners

Pre-Conference WorkshopsMonday, December 7, 2009

The Nilson ReportFor 38 years, The Nilson Report has been the world’s leading source of news and proprietary research on consumerpayment systems. Published 23 times a year, the twelve-page newsletter provider readers in 85 countries withstatistics available from no other source and tightly edited articles that deliver a maximum amount of data in aminimum amount of time. For more information, visit www.nilsonreport.com

The Green Sheet Since 1983, The Green Sheet Inc. has informed the payments industry through The Green Sheet and GSQpublications; interactive web sites www.greensheet.com and www.sellingprepaid.com, covering the prepaid sphere.

The Prepaid PressThe Prepaid Press, through its unique newspaper format, offers the shortest publication cycle in the prepaid servicesindustry. Through its expert team of editors, reporters, and analysts, TPP provides hard-hitting news and informationto a wide range of industry participants, and offers a cost effective means for advertisers to announce productlaunches and special promotions on a timely basis. Website: www.prepaid-press.com, Email: [email protected] Phone: 866.203.2334

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11:00 am – 2:00 pm Lunch will be served.

10:45 am

Exploring New Prepaid Opportunities in the Wireless Market

Registration and Coffee

During the first quarter of 2009, the top 10 carriers in the US addedabout 3.5 million retail net subscribers. Out of these retail netsubscribers, 75% were prepaid users. In this workshop, we will beexamining this new frontline of prepaid and explore the opportunitiesand challenges associated with wireless prepaid market.

What will be covered: • Examining the US telecom market and the proportion of the

prepaid market• Understanding who is who in the wireless prepaid market• Identifying opportunities for different market players• Sharing the recent successful case studies on wireless prepaid

strategies

How will you benefit: • Learning about the newest developments in wireless prepaid• Grasping the overall market landscape and seizing the

opportunities • Market outlook – staying competitive with the right product and

the right strategy

Workshop Leader:Richard Murphy, Wireless and Mobile Communication Analyst, IDC

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www.prepaidcardsevent.com • 1-800-882-8684

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9:00 Updating the Recent Regulatory Changes • Explaining the credit card legislative change and what it means

to the prepaid market• Updating the timeframe of the stored value card regulations• Forecasting the future regulatory changes in the prepaid area

Doug JonsonSenior Policy AdvisorAmerican Bankers Association

Moderator: Kirsten TruskoPresident & Executive DirectorNBPCA

10:00 Examining the Impact of the Credit CardLegislative Change on the Prepaid Market • Understanding the specific impact on different types of prepaid

products• Breaking down the impact on different store value card segments • Predicting and speculating consumer reactions• Discussing how business need to do to ensure compliance

John ChaneyChairman and Chief Executive OfficerPrecash

Moderator: Carol Van CleefPartnerPatton Boggs LLP

10:45 Morning Refreshment and Networking Break

11:15 Examining the Market Closely through MarketMetrics on Different Prepaid Segments • Examining the largest prepaid segment of gifting• Understanding the challenges and opportunities in payroll &

benefit card• Discussing the business models and market opportunities for

general spending card• Exploring and seizing the niche market: loyalty & incentive,

travel, insurance & healthcare

Speaker to be Announced

12:00 Ensuring a Successful Payroll Card Program• An overview of the current market of payroll card issuing • Considering the key factors in developing a successful prepaid

payroll program • Understanding the benefits and costs for the employers• Ensuring the success: achieving the real value

John AntosDirector, Product MarketingADP

12:45 Networking Luncheon

1:45 Panel Discussion: Analyzing the Revenue and CostStructure for a Profitable General SpendingPrepaid Card Program • Looking into the major cost factors in your prepaid program• Understanding the risks associated with your prepaid program• Exploring and expanding the revenue streams to increase

profitability • Building a prepaid ecosystem

Dan GrottoPresident of Prepaid SolutionsWest Suburban Bank

Mark TroughtonPresident, Cards & NetworkGreen Dot Corporation

2:30 Discussing Fraud Schemes and Developing FraudPrevention Strategies in Prepaid• Understanding various fraud scenarios in prepaid programs • Mitigating the risks from retail• Sharing the statistics on recent fraud cases in prepaid• Exploring innovative technologies to combat prepaid fraud

Carol Van CleefPartnerPatton Boggs LLP

3:15 Afternoon Refreshment and Networking Break

3:45 Mobile Payment vs. Mobile Marketing –Opportunities and Challenges • Explaining mobile payment methods and technologies• Opportunities from the consumer end – why go mobile?• Exploring the role of mobile marketing in the big picture• Mobile business outlook – driving awareness and profit

Speaker to be Announced

4:30 Prepaid in Transit: Which direction to go? Prepaid in transit is always a debatable topic as different opinionsare held on the directions and development. Will bank cardeventually replace transit card? If so, how long will this take? Andif not what is the direction to go? Peter Quadagno, a veteranpayment experts pioneered the MTA prepaid card project will leadthe discussion to provide insights on the prepaid development inthe transit segment.

Moderator: Peter J. QuadagnoCEO and PresidentQuadagno & Associates, Inc.

5:15 End of Day One

Main Conference Day OneTuesday, December 8, 2009

www.prepaidcardsevent.com • 1-800-882-8684

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Main Conference Day TwoWednesday, December 9, 2009

8:15 Registration and Coffee

8:50 Welcome Address and Opening Remarks fromChairperson

9:00 Keynote: Building a Profitable Prepaid BusinessModel and Program Strategy • Pinpointing your prepaid offerings with comprehensive market

understanding• Aligning prepaid strategies with your business advantages• Implementing and customizing prepaid programs for targeted

markets to ensure a profitable prepaid strategy

Jason BrooksVP of Prepaid ProductMeta Payment Systems

9:45 Gift Card Think Tank Roundtable Discussion: thegood, the bad and the ugly Statistics: • Gift card market is expected to exceed $52 billion by 2012• According to a study from a market research firm, nearly 35%

of consumers who purchased gift cards in the last 12 monthsanticipate spending more on gift cards during the next 12months, with 9.1% expecting to spend “significantly more”

• 53% of gift card redeemers reported that they often or alwaysspend more than the card value, and most likely over two storevisits rather than one, according to the same study

Strategies: • Value proposition and appeal – delivering essential brand

message and building brand connection• Generating revenue and uplifting profit • Understanding the cost structure of gift card programs • System development and architecture• An important note about legal requirements and compliance• Innovations on the way – building a business case

Speakers: Matt DaviesGift Card ManagerNike

Jennifer LashuaGift Card ManagerWilliams-Sonoma, Inc.

Roundtable ModeratorEdward ShulkinPresidentGiftCard Partners, Inc.

10:45 Morning Refreshment and Networking Break

11:15 Prepaid Cards Distribution Expansion: Boostingyour Prepaid Profitability • Setting up your retail stores for success• Building B2B – exploring the opportunities and strategies around

prepaid B2B programs• Defining and expanding your online offerings• Leveraging the third-party retailers to drive traffic and

incremental revenue

Jennifer LashuaGift Card ManagerWilliams-Sonoma, Inc.

12:15 Networking Luncheon

1:15 Developing an Innovative Prepaid Program toReach the Unbanked • Taking a closer look at the unbanked market• Developing effective general spending reloadable prepaid

products to meet the unbanked market needs• Using a variety of distribution channels, including retail, third-

parties, and direct to consumer initiatives like mail, internet andtelevision advertising

Mia MendsVice President Prepaid Debit ProductsPrecash

Mark TroughtonPresident, Cards & NetworkGreen Dot Corporation

2:00 Boosting Loyalty Marketing with Prepaid Cards • Powering up your marketing mix with prepaid cards • Loyalty marketing revolution – be bold and innovative!• Understanding and reaching the Gen-Y market• Measuring and maximizing the ROI

Ed BradswellPresident and CEOedo Interactive, Inc.

David HarrisPrincipalAentra

2:45 Prepaid Opportunities in Latin America• Examining the most promising prepaid opportunities in Latin

America• Who is who in the Latin American prepaid market• Lessons learned from the American market that can be applied

to Latin America

3:30 End of Conference

5 www.prepaidcardsevent.com • 1-800-882-8684

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Registration Information

YES! Please register me for

❑ Conference ❑ Workshop(s): ❑ A ❑ B ❑ All-Access Pass

REGISTRATION CARD

Name _________________________________________________________________________________________________________

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Approving Manager_____________________________ _______________________________________________________________

Address _______________________________________________________________________________________________________

City________________________________________State__________________________________________Zip_________________

Phone______________________________________E-mail_____________________________________________________________

❑ Please keep me informed via email about this and other related events.

❑ Check enclosed for $_________ (Payable to IQPC) ❑ Charge my ❑ Amex ❑ Visa ❑Mastercard ❑ Diners Club

Card #______________________Exp. Date____/_____CVM______

❑ I cannot attend, but please keep me informed of all future events.

(Email this form to [email protected] or fax to 646-378-6025)

Special Discounts Available: A limited number of discounts are available forthe non-profit sector, government organizations and academia. For moreinformation, please contact customer service at 1-800-882-8684.

Details for making payment via EFT or wire transfer: JPMorgan ChasePenton Learning Systems LLC dba IQPC: 957-097239ABA/Routing #: 021000021Reference: Please include the name of the attendee(s) and the event number:16766.003

Payment Policy: Payment is due in full at the time of registration and includeslunches and refreshments. Your registration will not be confirmed until paymentis received and may be subject to cancellation. For IQPC’s Cancellation,Postponement and Substitution Policy, please visitwww.iqpc.com/cancellation

Special Dietary Needs: If you have a dietary restriction, please contact CustomerService at 1-800-882-8684 to discuss your specific needs.

©2009 IQPC. All Rights Reserved. The format, design, content and arrangementof this brochure constitute a trademark of IQPC. Unauthorized reproduction willbe actionable under the Lanham Act and common law principles.

Please note that multiple discounts cannot be combined.

A $99 processing charge will be assessed to all registrations notaccompanied by credit card payment at the time of registration.

MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC

* CT residents or people employed in the state of CT must add 6%sales tax.

TEAM DISCOUNTS: For information on team discounts, pleasecontact IQPC Customer Service at 1-800-882-8684. Only onediscount may be applied per registrant.

Register Register Standardand Pay by and Pay by Price10/16/2009 11/13/2009

Conference $999 $1,599 $1,799

All Access Pass $1,899 $2,499 $2,699

Workshop(s) $549 $549 $549

Pricing

PREPAID3RD

CARDSTM

Ensuring a Profitable Prepaid Program throughUnderstanding Regulatory Developments, Market Drivers and New Strategiesfor Program Implementation

December 07-09, 2009 • Miami, FL