june, 2021

10junAll DaySMB Digital Reinvention by ETAVirtual: TIckets $149 ($100 members)

more

Event Details

  •  Thursday, June 10 • 11am-3pm ET

    We are adding new sessions — please be sure to check back!

    11:00am

    Welcome / Opening Remarks

     

    Jodie Kelley, CEO, ETA
    11:05am MAIN STAGE

    Survival, Now Revival — How Payments Are Leading the SMB Recovery

     

    According to the Bank of America 2021 Small Business Owner Report, U.S. small business owners have started to regain their footing after an unprecedented year of challenges brought on by the coronavirus. Hear from executives from Bank of America, as they discuss how the right banking and payment solutions are helping small businesses make the shift from surviving to thriving.
    Carol Lee Mitchell, Business Owner & Segmentation Executive, Bank of America
    Jonathan Sepulveda, Merchant Services Small Business Product Executive, Bank of America
    11:25am MAIN STAGE

    The Voice of the Small Business Owner: A Fireside Chat with Mastercard and Hello Alice

     

    We all know that small business owners are drivers of innovation and economic prosperity, but not every entrepreneur has the tools and resources to succeed. You’ll walk away from this session with data-based insights into who America’s small business owners are, what challenges they face, and the positive impact entrepreneurship has on their lives and communities.
    Megan MacDonald, VP Marketing, Hello Alice
    11:45am MAIN STAGE

    Supporting Small Businesses Through the Pandemic & Beyond

     

    Learn more about how American Express and Square work together to support small businesses as they shift to recovery and navigate the lasting impacts of the past year.
    Kathleen Fiorello, Head of US Partner Acquisition & Global Capabilities, American Express
    Katharine Kirk, VP of Marketing, Global Network & Merchant Services, American Express
    Anusha Ramanujam, Head of Global Network Partnerships, Square
    12:10pm TOOLS & KNOWLEDGE SESSION

    Lean Growth — Get Your Team Ready to Take on More

     

    Payment processing has grown immensely as creators across the globe look for ways to continue to fund modern commerce during times of economic uncertainty. Discover the key innovations allowing you to secure payments, reduce fraud, and prioritize your clients and pipeline.
    Brandon Yttri, Enterprise Account Executive, Agreement Express
    12:10pm TOOLS & KNOWLEDGE SESSION

    Fraud & Fumbles: Top 5 Issues When Processing SMB Transactions and How to Avoid Them

     

    Small businesses selling online pose unique challenges for companies helping to process their payments. SMBs may violate rules because they are under-resourced and lack education in compliance best practices. Learn what to watch out for when processing payments for small businesses.
    David Khalaf, Communications and PR Manager, LegitScript
    1:10pm STRATEGIES & TECHNOLOGY SESSION

    Salesperson of the Future — 5 Strategies for Working with SMBs

     

    The last year has significantly changed the relationship between payment salespeople / providers and SMBs. The pandemic, plus the shift to a more connected & tech savvy merchant, has changed how the salesperson of the future will need to retool to better serve their clients and expand their portfolio. This session will discuss 5 topics in payments from the ISO, processor, and salesperson perspectives, as well as outline how the salesperson of the future will be successful.
    Patrick Gallagher, CEO, Reliable Payments
    Ajit Prasad, Director, National Sales, Global Payments
    Karen Whiteley, Vice President, Sales & Marketing, C&H Financial Services, Inc.
    1:10pm STRATEGIES & TECHNOLOGY SESSION

    Improving Onboarding and Portfolio Management

     

    With speed, convenience, and security in mind, choosing the right combination of tools that integrate seamlessly with one another will help your organization scale as it grows. Learn how to integrate processor-certified solutions for automated underwriting during your onboarding process to maximize your organization’s productivity.
    Dimitri Akhrin, President, IRIS CRM
    1:45pm MAIN STAGE

    Don’t Leave Cash on the Table: A Fireside Chat on Driving Value from Cash Transactions

     

    In the past, cash transactions were seen as a lost opportunity for the payment processing industry — but not any longer. Learn how alternative payment methods, like eCash, can create revenue opportunities for payment service providers.
    Jan Marc Kuelper, Vice President of Strategic Business Development for eCash, Paysafe
    Afshin Yazdian, CEO of U.S. Acquiring, Paysafe
    2:10pm DEEPENING THE SMB PARTNERSHIP SESSION

    Create an Incredible Customer Experience or Die

     

    Businesses are closing their doors every day, often with a great product or great people behind them. This was happening well before the pandemic, but has accelerated over the past 15 months. This session will challenge participants on what they should make the core of their business and explore three pillars on how businesses can create an incredible customer experience that will not only help them survive, but thrive in this experience economy.
    Keith Sampson, National Sales Director, North American Bancard
    2:50am

    Closing Remarks

     

    Jodie Kelley, CEO, ETA

Time

All Day (Thursday)

From Our Partners

FAB Score*FoundedFunding $M
http://fintechlabs.com/wp-content/uploads/2021/12/Murcury-logo-square.jpg287SF2017$152
http://fintechlabs.com/wp-content/uploads/2022/01/Novo-logo-square.jpg277NYC2016$136
http://fintechlabs.com/wp-content/uploads/2021/12/Found-logo-square.jpg233SF2019$75
http://fintechlabs.com/wp-content/uploads/2021/12/Oxygen-logo-square-1.jpg187SF2018$24
http://fintechlabs.com/wp-content/uploads/2022/01/Rho_Logo_Standard_RGB_Abyss.png109NYC2018$205
See Full List
FAB Score*FoundedFunding $M
National_Funding_logoAd1999105San Diego
Clearco logo3682015$682MToronto
Fundera Logo121201318.9NYC
SMB Lenders: Kabbage Continues to Cook Under American Express Ownership42420082500Atlanta
Capchase-logo-square2412020$470NYC
See Full List
Last Updated: August 2021
CompanyFAB Score*FoundedFunding ($M)
Ramp8642019$1,360NYC
Divvy1802016$418Utah
Rho_Logo_Standard_RGB_Abyss1092018$205NYC
Brex6492017$1,457SF
Expensify5202008$401SF
See Full List
Updated June 2021
FAB Score*FoundedFunding ($M)
2302016$881SF
1222017$520SF
802017$306Wash DC
632005$0London
392015$142SF
See Full List
X