ATM & Mobile Executive Summit

speakers & moderators

Dmitri Alperovitch Co-Founder and CTO | CrowdStrike Inc.
Alperovitch is a recognized authority on cyberespionage, cyber warfare, online organized criminal activity, and cybersecurity. He is a frequent speaker at military, intelligence, law-enforcement, academic and security industry conferences and is frequently quoted as a cyberpolicy and cybersecurity expert in publications such as The New York Times, USA Today, The Washington Post, The Associated Press and Reuters. Prior to founding CrowdStrike, Alperovitch was VP of Threat Research at McAfee, where he led the company’s global Internet threat intelligence analysis. An inventor of ten patented and sixteen patent-pending technologies, Alperovitch has conducted extensive research on reputation systems, spam detection, web security, public-key and identity-based cryptography, malware and intrusion detection and prevention. In 2010 and 2011, Alperovitch led the global team that investigated and brought to light Operation Aurora, Night Dragon and Shady RAT groundbreaking cyberespionage intrusions, and gave those incidents their names. In 2011, he was the recipient of the prestigious Federal 100 Award for his contributions to federal information security.

Lynne Barr Partner | Goodwin Procter LLP
Barr is chair of Goodwin Procter's Consumer Financial Services Practice. She advises banks, brokerage concerns, mortgage companies, and other entities on general corporate matters, including the operation and offering of their products and services, particularly in the context of federal and state regulation of financial institutions and their activities. Ms. Barr has extensive experience in credit and mortgage lending matters (including licensing, disclosure, documentation, interest rate limitations and credit reporting), fair lending and equal credit opportunity issues, credit and deposit services, electronic banking and Internet services, and insurance products. She is General Council to the EFTA.

Greg Baxter Global Head of Digital Strategy | Citi
Baxter has held a number of senior technology, consulting and business leadership roles across Asia, Europe and North America. He currently leads digital strategy across all Citi’s businesses and geographies. Previously, Baxter was a partner and UK board member at Booz & Company, where he held a range of institution and business leadership roles across the financial services, public sector and technology practices. He is a regular speaker on the role of digital technology, and the impact of disruptive innovation on business. Greg is a council (board) member of Chatham House (Royal Institute of International Affairs), a leading international affairs think tank.

Jim Brown Emeritus Professor | University of Wisconsin-Milwaukee
For more than 30 years, Brown was Director of the Center for Consumer Affairs, an applied research unit within the School of Continuing Education at the University of Wisconsin-Milwaukee. He taught in the regular course offerings of the Center and for several different schools and departments at various campuses within the University of Wisconsin system. Brown has testified on numerous occasions on a variety of consumer-related matters before a number of state legislators, as well as both Houses of Congress. He was an expert witness for the prevailing side in the litigation resulting in the largest civil antitrust action settlement in US history [In re VisaCheck/MasterMoney Antitrust Litigation, CV-96-5238, (US Dist. Ct., E. Dist., NY) (2003)].

Bob Bucceri General Partner | Chaddsford Planning Associates, LLC
Bucceri has 20 years experience in EBT, working in both SNAP and WIC, as well as other programs. From 2004-2005, he provided project management services to the Texas Medicaid Integrity Pilot, an effort to use smart cards and biometrics for client authentication at the point-of-service. From 2006 to 2007, he served as part of the IV&V team that evaluated the Texas offline WIC EBT pilot. Bucceri is a consultant to the Electronic Funds Transfer Association, and a recipient of the eGovernment Payments Council Pioneer award. He is a frequent speaker on EBT-related issues.

Michael Caswell Special Agent | U.S. Secret Service
Agent Caswell has a combined 20 years of investigative and intelligence experience. He has investigated a variety of cyber based crimes that culminated in successful prosecutions. During his career as a federal agent, he has served as a subject matter liaison to the National Cyber Security Division/U.S. CERT at the Dept. of Homeland Security and as a Congressional Fellow with the Financial Services Committee for the U.S. House of Representatives. He has also worked with the Financial Services – Information Analysis Center and other financial organizations on proposals to facilitate more effective communication and information exchange between government agencies and the private sector. Additionally, he worked on rules and regulations governing money laundering, access devices, money service businesses, money remitters, mobile payment systems, the Bank Secrecy Act, and Suspicious Activity Reports. Agent Caswell contributed to cyber legislation and educated congressional members and staff concerning the challenges of information sharing and the threats that cyber criminals pose to the financial sector including identity theft, access device, and on-line banking fraud. He is currently assigned to the Secret Service’s Washington Field Office.

Suzanne Cluckey Editor | ATMmarketplace.com
Cluckey is a writer with more than 25 years of experience in journalism and mass communications. Her work has appeared in trade journals and consumer publications throughout the U.S. and she has covered a vast range of topics from cider-making to software development. In addition to her work for ATMmarketplace, she has written for FastCasual.com, KioskMarketplace.com, and MobilePaymentsToday.com.

Tom Harper President | Networld Media Group
Tom Harper co-founded Networld Media Group and served as editor/publisher of its first site, ATMmarketplace.com. He also co-founded the ATM Industry Association in 1997, and is the association's current president. In 2011 he led Networld’s effort to launch MobilePaymentsToday.com. In 2013, he co-authored the historical hardcover book Cash Box: The Invention and Globalization of the ATM (written with Bernardo Batiz-Lazo), and has overseen three editions of the ATM Future Trends Report since 2004.

Annmarie D. "Mimi" Hart CEO and Chairman | MagTek, Inc.
Through Hart's leadership and vision, MagTek spearheaded the development of the industry’s first secure card readers in 2005 and in 2006 launched Magensa, which provides a broad range of PCI compliant, cloud-based payment protection and gateway services. Previously, Hart was the founder and president of Express Card Systems, Inc. a technology solutions provider. Recently, she helped to found the Secure Remote Payment Council, an industry group focused on enhancing on-line and mobile payment security. Hart is a strong supporter of industry standards and has called for greater security especially as it affects the consumer.

Kurt Helwig President & CEO | Electronic Funds Transfer Association
Helwig works with the EFTA Board of Directors to develop and execute a strategic plan that includes government and media relations, timely educational content, and membership and marketing services. Often called to testify before Congress, Helwig has appeared before the House Financial Services, Senate Banking and House Agriculture committees. He has advised the Consumer Financial Protection Bureau, Dept. of Treasury, Federal Reserve Board, General Accountability Office, FDIC and the Dept. of Agriculture on payment systems issues, including the Durbin Amendment, prepaid cards, cybersecurity, fraud and risk in the payment system, ATM, POS, and Electronic Benefits Transfer (EBT) programs, mobile payments and privacy and customer information.

Emery Kobor Assistant Director | U.S. Treasury Dept.
Kobor is the Assistant Director of Strategic Planning for the U.S. Treasury's Office of Terrorist Financing and Financial Crimes. He advises Treasury policymakers on a range of issues but focuses primarily on identifying emerging money laundering and terrorist financing threats associated with global payment and communications networks, including mobile. Kobor chaired the intergovernmental working group that produced the 2007 National Money Laundering Strategy and was the principal author of the first U.S. Money Laundering Threat Assessment published in 2005.

Mike Lee CEO | ATM Industry Association (ATMIA)
Mike Lee joined ATMIA in 2000 and was tasked with setting up ATMIA Europe. In June 2003 he founded the Global ATM Security Alliance. He has also established chapters in Australia, South Africa and Asia. In 2004, he won ATMIA’s member-voted award for Best Contribution to Promoting the Interests of the ATM Industry. He was promoted to CEO in 2005. Mike has a Master of Arts degree from the University of Cape Town, as well as post-graduate qualifications in education and theology. Mike is a qualified futurist with an MPhil degree in Futures Studies (cum laude) from the University of Stellenbosch business school in Cape Town.

Daniel Littman Economist | Federal Reserve Bank of Cleveland
As an economist in the Office of Policy Analysis at the Federal Reserve Bank of Cleveland, Littman's work focuses on applied research on payment systems and payment innovations. Littman joined the Cleveland Reserve Bank in 1981 and has worked in the payments systems research, marketing, budget, financial planning, credit, and economic research areas. Prior to his work at the Bank, Littman was employed by an economic development agency in Maine and served as a consultant to the U.S. Department of Housing and Urban Development. He was awarded a Fulbright scholarship in 1977, under which he worked as an advisor at the National Economic Planning Agency in Ecuador.

Wayne Malone CEO | Citishare
Wayne has over 25 years experience in payments with two of the world’s largest FI’s: Citibank and JP Morgan Chase. Over this time, he has helped build a merchant acquiring business, launched global debit card programs, managed global ATM channels, introduced Citi ATMs at 7-Eleven, created retail bank loyalty programs (Thank You), expanded remittance initiatives, developed liabilities business strategies, helped introduce prepaid card programs around the world and is currently heading Citi’s proprietary switch network called Citishare. In addition, he continues to manage Citi’s international ATM, Debit and Consumer Prepaid businesses.

Lee Manfred Partner | First Annapolis Consulting
With 25+ years of consulting and retail financial services experience, Manfred manages the deposit access and payment strategy practice for First Annapolis. He advises leading financial institutions, payment networks, processors, retailers, and technology providers on strategic initiatives related to deposit access products and services, including signature and PIN debit issuing, open loop prepaid issuing; ATM deployment, ACH, and online bill payment. Manfred directed First Annapolis’ industry-leading analysis and interpretation of the Durbin Amendment to the Dodd-Frank Act, and worked extensively with clients developing strategies for the post-Durbin environment.

Jeffrey C. Marquardt Deputy Director | Federal Reserve Board
Marquardt is responsible for programs involving oversight and supervision of payment, clearing, and settlement activities by the Federal Reserve Banks as well as private-sector financial market infrastructures. Marquardt recently helped coordinate the drafting of the CPSS-IOSCO Principles for Financial Market Infrastructures. He co-leads the Federal Reserve System’s program for the supervision of financial market utilities and also has responsibility for the Division’s economic research program focused on payment and settlement issues. Marquardt is a member of the BIS Committee on Payment and Settlement Systems and has also worked with the World Bank and IMF on a variety of payment and settlement issues.

Adam Meyers Director of Intelligence | CrowdStrike Inc.
With over a decade of experience in the information security industry, Meyers oversees all of CrowdStrike’s intelligence gathering and cyber-adversarial monitoring activities. Previously, Meyers was Director of Cyber Security Intelligence with the National Products and Offerings Division of SRA International. He served as a senior subject matter expert for cyber threat and cyber security matters for a variety of SRA projects. He also provided both technical expertise at the tactical level and strategic guidance on overall security program objectives. During his tenure at SRA International, Meyers also served as the Product Manager for SRA’s dynamic malware analysis platform Cyberlock.

Ken Moy SVP, U.S. Emerging Payments Group Head | MasterCard
In his role with MasterCard, Moy is responsible for development and commercialization of emerging payment platforms including e-Commerce, mobile, contact & contactless smartcards, P2P, rewards & offers and other value-added services for the U.S. market. Previously, Moy led the global e-Commerce partnerships and alliances team where he was instrumental in developing MasterCard’s partnerships with firms such as Google and Intel. He also held a range of senior positions in finance, product development, innovation and management through his 10+ years with MasterCard. Before joining MasterCard, Moy held senior positions with Citibank and Chase.

Jim Pitts Project Manager | BITS Financial Services Roundtable
Pitts facilitates R&D activities within the BITS Project Management Office. He joined BITS in March 2010 to manage technology centric projects, special interest groups, and other initiatives. Just prior, he worked with the Financial Services Technology Consortium (FSTC) as the managing executive of the Payments Standing Committee. Pitts was with EDS for 25 years working in multiple executive operations positions within their financial and insurance group, and finally as division president of U.S payment services. He is also the author and producer of the Surfing Payment Channels book series focused on emerging payments technology along with associated security and fraud issues.

Joseph M. Samuel SVP, Global Public Affairs | First Data Corp.
Samuel leads First Data’s regulatory outreach, government lobbying and advocacy initiatives, designed to support and protect the company's global business operations. Previously, Samuel worked for a technology services company as both a government affairs and business development professional and then as leader of the company’s channel sales team. Before that, he spent nearly 10 years as senior staff to federal and state public policy makers, including three different members of Congress and former Colorado Governor Bill Owens. Samuel currently serves on the board of directors of the TransAtlantic Business Council and the Electronic Funds Transfer Association.

Anne Wallace President | Identity Theft Assistance Corporation
Wallace leads the nonprofit corporation that operates the Identity Theft Assistance Center (ITAC). ITAC's victim assistance services, which is provided free to customers of ITAC's 38 member companies, have helped more than 52,000 consumers recover from identity theft. ITAC also provides identity management for consumers and breach response services for industry. Wallace is a nationally recognized expert on privacy and financial services law. She began her legal career with the Board of Governors of the Federal Reserve Board where she was Assistant Director of the Division of Consumer and Community Affairs and later served as general counsel of CoreStates Bank of Delaware, the credit card subsidiary of CoreStates Financial Corp.

James Wester Editor | MobilePaymentsToday.com
James Wester is a technology writer and analyst with more than 15 years experience in the technology and payments sectors. A regular presenter and speaker on the topics of mobile payments and financial services, James served as Director of Corporate Communications for Chase Paymentech and ran the payment marketing and operations business for AOL. James has a M.S. in I.T. Management from the University of Virginia.

ATM & Mobile Executive Summit

When:	Sept. 25-26, 2013
Where:	The Madison Hotel Washington DC
Price:	$1,550 (until July 12, 2013) $1,750 (after July 12, 2013) $1,250 (ATMIA members)