TRANSACT Tech San Francisco
November 9, 2017 • Terra Gallery & Events • Soma District, San Francisco
TRANSACT Tech is a one-day event where leading-edge banking, retail and FinTech companies come together with innovative startups and venture capitalists to further business connections, build strategic relationships and secure new opportunities.
Attendees include senior level payments industry executives including financial institutions, technology companies, investment and VC firms, and analysts.
2017 event location was Terra Gallery & Events, 511 Harrison Street (at First Street), San Francisco, CA 94105. This event closed to Press.
|9:45am||WELCOME / OPENING REMARKS|
|Jason Oxman, CEO, ETA|
|10:00am||SOFTWARE SOLUTIONS FOR BUSINESS OWNERS
Software services (POS, payroll accounting, loyalty / gift) will change the way business owners operate. Through sophisticated, merchant-focused app marketplaces, software developers in partnership with next gen POS providers are helping businesses become more efficient and profitable. Join Daniel Saks, co-founder App Direct, for a fireside chat that will explore the innovative software partnerships that drive commerce today.
|Daniel Saks, Co-CEO, AppDirect|
|10:45am||PAYMENTS TECHNOLOGY AT RETAIL: A BUSINESS OWNERS ROUNDTABLE
Panel of leading SMB owners in the Bay Area who use software to run their businesses better. This roundtable will dig into how business owners use software to drive productivity and profitability. The panelists will also be asked to talk about how they discover new services and what they look for from software services providers.
|Brian Mahony, Chief Strategy Officer, Elavon, Moderator|
|Giuseppe Carrubba, Cafe Vie|
|Caleb Canning, HeyDay|
|Alex Propp, Smitten Ice Creams|
|Marko Sotto, Barzotto American Pasta Bar|
|11:30am||INTEGRATED PAYMENTS: THE FRICTIONLESS FUTURE
Software and technology is changing the future of the payments industry - creating new opportunities for the entire value chain. Join us as we sit down with Rich Aberman, the co-founder of WePay, which was recently acquired by JP Morgan Chase, to talk about how they turned an idea into a successful business and what he sees for the future of payments.
|Rich Aberman, Co-founder & Chief Strategy Officer, WePay|
|12:00pm||LUNCH: THE REGULATORY ENVIRONMENT FOR FINTECH|
|Gerald Tsai, Director of Applications and Fintech, Financial Institution Supervision and Credit Division, Federal Reserve Bank of San Francisco|
|1:00pm||RE-IMAGINING THE POINT OF INTERACTION
Transformation of where, when, and how consumers utilize a wide range of products to pay has resulted in the evolution of a new model: the point of interaction. This panel will discuss the factors driving these changes in the industry, the key roles consumers will continue to play in this evolution and how key players in payments are utilizing software to support growth of this new paradigm.
|Abizar Vakharia, Verifone Digital Services, Moderator|
|Irv Henderson, CEO, talech|
|Alan Outlaw, President of North America, TruRating|
|Stacey Shulman, Chief Innovative Officer of Retail Solutions, Intel|
|John Waldmann, Founder & CEO, Homebase|
|1:45pm||INVESTING IN PAYMENTS
The ability to leverage technology to create new products and services often requires support across many channels. Most importantly, the ability to secure investment to fuel and fund innovation is essential. This panel will consider the new opportunities for future investment in payments and what that could mean for development of new services.
|Thomas Brown, Camp One Ventures|
|Ryan Gilbert, Propel Venture Partners|
|Dan Rosen, General Partner, Commerce Ventures|
|2:45pm||PARTNERING WITH FINTECHS
Recently, we’ve seen mainstream financial institutions rapidly embracing the disruptive nature of FinTech and forging partnerships in efforts to sharpen operational efficiency and respond to customer demands for more innovative services. FinTech startups realize that it takes more than a great solution to attract a scalable customer base. To reach beyond early adopters and the tech-savvy takes massive amounts of capital for promotion and product support. This is where the Commerce.Innovated. program comes in. This Silicon Valley Bank initiative has learned how to make these partnerships successful. This panel will discuss what they learned as part of the program and how you can maximize your partnerships with startups and FinTech companies.
|Reetika Grewal, Head of Payments Strategy and Solutions, Silicon Valley Bank, Moderator|
|Marla Knutson, SVP of Strategic Partnerships, Cardflight|
|Sarah Schaaf, CEO, Headnote|
|Richie Serna, CEO, Finix|
|3:30pm||CLOSING KEYNOTE: HOW SOFTWARE IS TRANSFORMING THE WAY BUSINESSES OPERATE|
|Matt Brennan, Global Head of Worldwide Business Strategy, Apple|
Exclusive Sponsorship Opportunities
|Opportunity to introduce a session (first come, first served in terms of selection)|
|Signage that indicates sponsors have generously provided networking lunch and drinks|
|4 passes||10 passes||Complimentary passes for customers and company executives|
|Promotion for all sponsors: pre-show, website and post-show thank you e-mail blast to all attendees|
Our Generous Sponsors
Sponsorships / Event
The ETA CPP™ certification program sets the standard for professional performance in the payments industry and is a symbol of excellence. It signifies that an individual has demonstrated the knowledge and skills required to perform competently in today’s complex electronic payments environment.
TRANSACT Tech is approved for up to 5 ETA CPP™ Continuing Education (CE) credits. Credit is earned at the rate of one credit per 50 minutes of electronic transactions industry-related session time, including questions and answers, excluding lunches and breaks.
EVENTS / Where the electronic payment industry connects
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