Welcome to TreviPay Crossroads — The B2B Payments Conference
Two days of industry-focused sessions showcasing best practices, innovations and actionable strategies.
2024 Crossroads Agenda
Retail
Led by Dee O’Malley, the retail track covers key topics from serving more business buyers to understanding cards versus terms to selling to government clients.
Manufacturing
Led by Tony Harris and Christy Stoffer, the manufacturing track covers topics ranging from AI and RPA top tips to marketplace best practices.
Travel
Led by Tom Cunningham,
the travel track covers everything from the future of booking to regulatory and legislative impacts on the industry.
Date
Track
- Arrival Day
- 7th Floor Loews Lawn
Welcome Reception
- October 2, 2024
- 5:00 – 7:00 PM
- After you collect your name badge, join us on the Loews Lawn for food, drinks and great networking opportunities. Enjoy the view of the downtown skyline and hear welcome remarks at 5:30 PM from KCADC President & CEO Tim Cowden and TreviPay Chief Commercial Officer Martha Salinas.
- Day 1
- Sponsor Salon
Breakfast and Networking
- October 3, 2024
- 7:00 – 8:00 AM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
- Day 1
- Main Stage
Welcome Address: The Year of B2B
- October 3, 2024
- 8:00 – 8:20 AM
- Why has 2024 become the year of B2B in fintech? What market forces have converged to create exciting new opportunities at the crossroads of payments and commerce? Hear from TreviPay CEO Brandon Spear as he kicks off TreviPay Crossroads 2024.
- Brandon Spear, Speaker
- Day 1
- Main Stage
Featured Keynote: How to be "Priceless" in B2B Payments
- October 3, 2024
- 8:20 – 9:00 AM
- Hear from Nick Utton about the origin of ‘Priceless’ and discover invaluable strategies for transitioning traditional B2C brands into B2B leaders including offering customized solutions, fostering emotional client connections and optimizing your marketing mix. Hear how payments preferences connect to loyalty and gain best practices you can apply to your business.
- Nick Utton, Speaker
- Day 1
- Main Stage
Industry Panel: Think Global, Act Local
- October 3, 2024
- 9:00 – 9:30 AM
- While opportunities to drive growth with B2B payments span every sector, there are unique opportunities and lessons within manufacturing, retail and travel. Hear from our track chairs what trends are driving innovation across these industries, who is leading the charge and how their track will break down what you need to know.
- Allen Bonde, Moderator | Dee O’Malley, Retail Track Chair | Tom Cunningham, Travel Track Chair
- Day 1
- Manufacturing
Manufacturing Welcome: Fuel Your Digital Transformation
- October 3, 2024
- 9:40 – 9:55 AM
- Christy Stoffer, Speaker
- Day 1
- Retail
Retail Welcome: Serve More Business Buyers
- October 3, 2024
- 9:40 – 9:50 AM
- Dee O’Malley, Speaker
- Day 1
- Travel
Travel Welcome: Grow Your Network
- October 3, 2024
- 9:40 – 10:00 AM
- Tom Cunningham, Speaker
- Day 1
- Manufacturing
Manufacturing Panel: Bringing Order to Order-to-Cash
- October 3, 2024
- 9:55 – 10:30 AM
- One of the best starting points for organizations looking to drive efficiency is revisiting their order-to-cash processes. This panel will share top tips for using O2C workflow and data to find hidden revenue, discuss digital payment opportunities that reduce friction for buyers and sellers and explore emerging trends in A/P and A/R automation.
- Dan Zimmerman, Moderator | Kevin Permenter, IDC | Sam Johnson, Paytrace | Tom Skomba, Accenture
- Day 1
- Retail
Retail Panel: The Ideal Omnichannel Checkout Experience
- October 3, 2024
- 9:50 – 10:30 AM
- More than ever, retail buyers expect to shop where they want, when they want and how they want. In this panel we will explore how merchants have developed B2B customer flows that bring all channels together to create a seamless purchasing experience.
- Inez Berkhof-Hollander, Moderator | Dee O’Malley, Retail Track Chair | David Mitchell, VML | Paul Rodgers, Vendorcom | Teresa Cain, TreviPay
- Day 1
- Travel
Travel Panel: Reimagining Loyalty
- October 3, 2024
- 10:00 – 10:30 AM
- How can brands move beyond programs to experiences? Join our panel as we explore how user experience - facilitated by seamless payments and data integration, fosters loyalty beyond points. Discover how these elements deliver benefits for corporates as they navigate the modern travel landscape.
- Tom Cunningham, Moderator | Paul Swanston, UATP | Karen Brzozowicz, Air Canada | Suelong Sae Ma, Lufthansa Group
- Day 1
- Sponsor Salon
Coffee and Networking
- October 3, 2024
- 10:30 – 10:45 AM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
- Day 1
- Main Stage
Panel: The State of e-Invoicing
- October 3, 2024
- 10:45 – 11:20 AM
- Demands from large buyers and government mandates are increasing the burden, complexity and cost of invoicing. When done right, e-invoicing can increase LTV while reducing operational overhead. This panel will discuss the current state of e-invoicing and standards adoption, and share best practices for leveraging e-invoicing both in the US and globally.
- Dan Zimmerman, Moderator | Brandon Eibes, TreviPay | Paul Rogers, Vendorcom | James Norfor, b2buy | Brian Groome, KPMG
- Day 1
- Main Stage
Fintech Perspectives: Risk Management Best Practices…AI & More
- October 3, 2024
- 11:20 – 12:00 PM
- How is risk management evolving to meet shifting buying patterns and emerging threats? Hear from our expert panel about the latest market trends and best practices, and how emerging techniques like AI fit in the mix.
- Rissi Lovern, Moderator | Aaron Lindstrom, Allianz | Myong Lee, TreviPay | Brenda Erickson, TreviPay | Robert Kirk, D&B
- Day 1
- Sponsor Salon
Lunch and Networking
- October 3, 2024
- 12:00 – 1:00 PM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
- Day 1
- Main Stage
Panel: Buyer Perspectives
- October 3, 2024
- 1:00 – 1:40 PM
- B2B buyers, heavily influenced by their B2C experiences, have high expectations when it comes to purchasing. This panel will explore core drivers for building loyalty in the era of B2B eCommerce, including delivering consistent omnichannel experiences, meeting complex payment and invoicing needs, and coupling digitalization with legacy systems to drive stickiness and long-term ROI.
- Piers Gorman, Moderator | James Norfor, b2buy | Rosilyn Richey, Viking Cruises
- Day 1
- Retail
Retail Panel: Retail Financing – Cards vs Terms
- October 3, 2024
- 1:50 – 2:20 PM
- Offering choice of payment is proven to driven loyalty and sales. Yet, B2B clients have requirements that go well beyond cash, check and card. Hear from our experts on which forms of payment today’s businesses are looking for, and how finding the right mix is key to both boosting order value and share of wallet – as well as solving pain points in A/R processes.
- Jeff Coppolo, Moderator | Frank Martien, Windward Strategy | Doug Bitney, Best Buy | Shari Krikorian, Visa
- Day 1
- Travel
Travel Panel: The Future of Booking
- October 3, 2024
- 1:50 – 2:20 PM
- What’s next for booking? Beyond new channels and devices, new payment strategies offer to unlock new revenue streams. In this session, explore how strategic payment management not only streamlines costs but also drives incremental sales. Hear from our experts how innovative booking and payments processes can grow your business in 2025 and beyond.
- Tom Cunningham, Moderator | Robert Mau, Oliver Wyman | Bradley Younger, Choice Hotels | Chris Priebe, Southwest Airlines
- Day 1
- Sponsor Salon
Coffee and Networking
- October 3, 2024
- 2:20 – 2:40 PM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
- Day 1
- Main Stage
Case Study Panel: Scaling Your B2B Program
- October 3, 2024
- 2:40 – 3:20 PM
- Building a successful B2B payments and A/R automation program is a team sport. It takes a vision, the right technology and talent – and internal marketing and change management to drive adoption. Learn from top brands how they built their programs, what they learned and where they are investing in 2025 and beyond.
- Martha Salinas, Moderator | Doug Bitney, Best Buy | Nick Ostergaard, Toyota Material Handling | Lisa Coggins, General Motors | Todd Holzer, Red Wing Shoes
- Day 1
- Main Stage
Finance Perspectives: Banks and Partnerships
- October 3, 2024
- 3:20 – 4:00 PM
- Serving global businesses is complex and ever changing. That’s why it’s best to do it with friends. This panel will showcase the role of financial and operational partners in creating scalable order-to-cash (O2C) solutions that deliver the best possible experience for all parties. Hear what constitutes world class O2C and how a dynamic ecosystem of partners allows everyone to win.
- Joel Campbell and Tony Alvarez, Moderators | Daniel Eckert, Corsair Capital | Bob Cohen, Mastercard | Pearlin Tee, HSBC
- Day 1
- Main Stage
Fireside Chat and Day 1 Wrap Up
- October 3, 2024
- 4:00 – 4:30 PM
- Hear from payments industry watcher and IDC analyst Kevin Permenter as he joins our conference and client program chairs for a lively summary of day 1 and key takeaways and how they relate to IDC’s research on the financial applications sector.
- Allen Bonde | Martha Salinas | Kevin Permenter, IDC
- Day 1
- Sponsor Salon
Networking
- October 3, 2024
- 4:30 – 5:30 PM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
- Day 1
- J. Rieger
Conference Reception, Dinner, Entertainment
- October 3, 2024
- 6:00 PM - 9:00 PM
- Join fellow delegates, speakers, and sponsors for a special evening of BBQ, spirits, and live music at KC’s most famous distillery, J. Rieger. Please meet for the shuttles in the Loews lobby at 5:30 PM.
- Day 2
- Sponsor Salon
Breakfast and Networking
- October 4, 2024
- 7:00 – 8:30 AM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
- Day 2
- Main Stage
Opening Session: What B2B Buyers Really Want
- October 4, 2024
- 8:30 – 8:50 AM
- Choice, convenience, control. These are some of the ways merchants across industries can best meet B2B buyer expectations – and help them become more loyal. But there is a 4th “C” as well. Hear what this is, as Allen and Martha kick off day 2 of Crossroads.
- Allen Bonde | Martha Salinas
- Day 2
- Main Stage
Featured Keynote: Using Experience Design to Drive Loyalty
- October 4, 2024
- 8:50 – 9:30 AM
- Successful brands create experiences their customers crave. But the same intention and design is needed in B2B. Hear from creative visionary Loie Maxwell as she describes the foundations of “designed serendipity” and how suppliers can apply lessons from iconic brands like Starbucks, Target and CVS to delight your buyers and create customers for life.
- Loie Maxwell | Allen Bonde
- Day 2
- Main Stage
Industry Panel: the Power of the Network
- October 4, 2024
- 9:30 – 10:10 AM
- Network models gain efficiency with more participants. In the world of B2B purchasing, this means integrating the right technology, services and financing options to create a consumer-like purchasing experience that still meets the requirements of business buyers. Learn from our expert panel how to assemble these building blocks to create a future-proof B2B solution that grows with your business.
- Brandon Spear, Moderator | Rebecca Meeker, Mastercard | Justin Miller, Bain & Company | Jay Venkateswaran, WNS
- Day 2
- Manufacturing
Spotlight: AI and RPA Top Tips and Best Practices
- October 4, 2024
- 10:20 – 10:50 AM
- Intelligent Automation using RPA and machine leaning has revolutionized business operations – especially in the back office. With all the hype around AI, it’s crucial to take a practical look at the proven use cases in the order-to-cash process. This session will share why it’s a great time to revisit RPA, what B2B payments use cases stand out and how to leverage the power of intelligent bots.
- Kauleen Adiutori, Moderator | Caleb Trantow, TreviPay | Anya Langford, TreviPay
- Day 2
- Retail
Retail Perspectives: Selling to Education and Government
- October 4, 2024
- 10:20 – 10:50 AM
- Government and Education offers lucrative sales opportunities but also operational hurdles for many suppliers. From securing bids to navigating contracts and payments, this session takes a deep dive into the unique challenges and proven approaches for growing sales in this sector.
- Dee O’Malley, Moderator | Leah Fuller, Best Buy | Virginia Zimmerman, KHI
- Day 2
- Travel
Travel Panel: Effectively Navigating Regulatory and Legislative Impacts
- October 4, 2024
- 10:20 – 10:50 AM
- Expect the Unexpected: In 2024, international, federal, and state elections will reshape the political landscape. Join the panel for an update on potential legislative and regulatory impacts on payments and learn how business can navigate these changes smoothly.
- Tom Cunningham, Moderator | Patricia Vercelli, A4A | Danny Pfeifer, Catalyst
- Day 2
- Manufacturing
Manufacturing Panel: Marketplace Best Practices
- October 4, 2024
- 10:50 – 11:20 AM
- The marketplace model continues to evolve as a means of bringing business buyers and sellers together. Yet providing a tailored purchasing experience that helps suppliers stand out on the digital shelf remains a constant. This panel will explore the latest trends and tips for not only selling on today’s marketplaces, but also how marketplaces are empowering buyers to make savvy procurement/purchasing decisions.
- Rom Mascetti, Moderator | Dina Vardouniotis, Payments+Partnerships | James Norfor, b2buy | Andrew Gerasimov, Spryker
- Day 2
- Retail
Retail Fireside Chat: Merchant Innovation & B2B Crystal Ball
- October 4, 2024
- 10:50 – 11:20 AM
- Merchants are continually working to stay ahead of client needs and technological advances. Join our expect panelists as they look into their ‘crystal ball’ to discuss where payment technology is heading, what future B2B clients will require and how to innovate to be ready to serve them.
- Chris Storbeck, Moderator | Daniel Eckert, Corsair | John Drechny, MAG | McKayla Wooldridge, S&P Global
- Day 2
- Sponsor Salon
Coffee and Networking
- October 4, 2024
- 11:20 – 11:40 AM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
- Day 2
- Main Stage
Panel: Global Expansion
- October 4, 2024
- 11:40 – 12:15 PM
- Embedded finance fuels B2B buyer ecosystems and value chains globally. Tapping into these opportunities offers exciting growth potential - providing you can offer the right credit and invoicing options to both resellers and their buyers, plus are mindful of cross-border payment options, FX, and other fees. Learn from our expert panel how to future proof your global growth plans.
- Dina Vardouniotis, Moderator | Inez Berkhof-Hollander, TreviPay | Greg Leven, Flywire | Francois Burtin, Allianz Trade
- Day 2
- Main Stage
Day 2 Wrap Up
- October 4, 2024
- 12:15 – 12:30 PM
- Brandon Spear | Martha Salinas | Allen Bonde
- Day 2
- Sponsor Salon
Lunch and Departure
- October 4, 2024
- 12:30 – 1:00 PM
- Join us in the Sponsor Salon to meet fellow delegates, get to know our Crossroads partners, and experience interactive demos and product spotlights in the Innovation Hub.
Featured keynotes
Nick Utton
"How to be Priceless" Advisor and former CMO of BMC, E*TRADE and Mastercard
Loie Maxwell
"Using Experience Design to Drive Loyalty"
Brand visionary and former creative leader at Amazon, Starbucks and CVS
