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Next Generation Prepaid April 12 13 Carlsbad, CA

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Your Interactive Forum for Identifying Winning Strategies with New Prepaid Distribution Channels, Technologies and Customers TO REGISTER: Call: 800-647-7600 or 781-939-2500 Fax: 781-939-2543 e-mail: [email protected] www.worldrg.com/prepaid April 12–13, 2010 La Costa Resort & Spa Carlsbad, CA NEXT-GENERATION PREPAID Successful Strategies for Delivering FEATURING: Kirsten Trusko NBPCA Carman Wenkoff IPC (SUBWAY)/ RGCA Brad Hanson META PAYMENT SYSTEMS Marilyn Bochicchio PAYBEFORE Liz Strauss SOCIAL MEDIA STRATEGIST Connect with your peers to learn how to leverage mobile payments, social networking sites and next-generation physical card innovations! Garner strategies and insights from case studies by retailers and other issuers who have developed their own mobile & next-generation solutions Proven techniques and tactics for leveraging social networking sites to support prepaid product marketing efforts and distribution strategies Hear ideas and innovations from both closed- and open-loop prepaid issuers and vendors to enhance your knowledge of new market developments and innovations Hands-on workshops: Step-by-step, process-oriented information on how to plan and deploy both next-gen mobile prepaid programs or methods for enhancing your current physical card programs Conduct meaningful discussions with your peers in a small, roundtable-driven forum, without needing to wade through miles of exhibits, activities or other distractions Speakers: Marilyn Bochicchio, PAYBEFORE Bruce Burke, IPAYSTATION Cherie Hamblin, NBPCA Terry Maher, BAIRD HOLM; NBPCA Kevin Morrison, H&R BLOCK Michael Nebeker, BAKS COMPANY Gary Palmer, NBPCA Brad Hanson, META PAYMENT SYSTEMS Ennio Ponzetto, ECOMMLINK Andrew Popp, ZIPZAP Rebekka Rea, INNOVATIVE PREPAID SOLUTIONS Judie Rinearson, BRYAN CAVE; NBPCA Jim Rowins, FANDANGO Alan Safahi, ZIPZAP Joi Sheffield, SHEFFIELD BROTHERS; NBPCA Liz Strauss, Social Web Strategist Jennifer Tramontana, FLETCHER GROUP; NBPCA Kirsten Trusko, NBPCA Scott Wall, AMC THEATRES Carman Wenkoff, IPC (SUBWAY) Trent Sorbe, META PAYMENT SYSTEMS ASSociAtion & MediA PArtnerS PlAtinuM SPonSor Gold SPonSor Silver SPonSor exhibitor Plus! Connect with your peers to learn how to leverage mobile payments, social networking sites and next-generation physical card innovations!
Transcript
Page 1: Next Generation Prepaid April 12 13 Carlsbad, CA

Your Interactive Forum for Identifying Winning Strategies with New Prepaid Distribution Channels, Technologies and Customers

To RegisTeR: Call: 800-647-7600 or 781-939-2500 ■ Fax: 781-939-2543 ■ e-mail: [email protected] ■ www.worldrg.com/prepaid

April 12–13, 2010 ■ La Costa Resort & spa ■ Carlsbad, CA

NEXT-GENERATION PREPAIDSuccessful Strategies for Delivering

FeaTurINg:

Kirsten TruskoNBPCA

Carman Wenkoff

IPC (SuBwAy)/RGCA

Brad HansonMETA

PAyMENT SySTEMS

Marilyn BochicchioPAyBEFORE

Liz StraussSOCIAl MEdIA STRATEGIST

Connect with your peers to learn how to leverage mobile payments, social networking sites and

next-generation physical card innovations!• Garner strategies and insightsfrom

casestudiesbyretailersandotherissuerswhohavedevelopedtheirownmobile & next-generationsolutions

• Proven techniques and tacticsforleveraging social networkingsitestosupportprepaidproductmarketingeffortsanddistributionstrategies

• Hear ideas and innovationsfromboth closed- and open-loopprepaidissuersandvendorstoenhanceyourknowledgeofnewmarketdevelopmentsandinnovations

• Hands-on workshops:Step-by-step,process-orientedinformationonhowtoplananddeploybothnext-gen mobile prepaid programsormethodsforenhancing your current physical card programs

• Conduct meaningful discussionswithyourpeersinasmall,roundtable-drivenforum,withoutneedingtowadethroughmilesofexhibits,activitiesorotherdistractions

Speakers:Marilyn Bochicchio, PAyBEFOREBruce Burke, IPAySTATIONCherie Hamblin, NBPCATerry Maher, BAIRd HOlM; NBPCAKevin Morrison, H&R BlOCKMichael Nebeker, BAKS COMPANyGary Palmer, NBPCABrad Hanson, META PAyMENT SySTEMSEnnio Ponzetto, ECOMMlINKAndrew Popp, ZIPZAPRebekka Rea, INNOVATIVE PREPAId SOluTIONSJudie Rinearson, BRyAN CAVE; NBPCAJim Rowins, FANdANGOAlan Safahi, ZIPZAPJoi Sheffield, SHEFFIEld BROTHERS; NBPCALiz Strauss, Social web StrategistJennifer Tramontana, FlETCHER GROuP; NBPCAKirsten Trusko, NBPCAScott Wall, AMC THEATRESCarman Wenkoff, IPC (SuBwAy)Trent Sorbe, META PAyMENT SySTEMS

ASSociAtion&MediAPArtnerSPlAtinuMSPonSor GoldSPonSor SilverSPonSor exhibitor

Plus! Connect with your peers to learn how to leverage mobile payments, social networking sites and next-generation physical card innovations!

Page 2: Next Generation Prepaid April 12 13 Carlsbad, CA

2To RegisTeR:

Call: 800-647-7600 or 781-939-2500 ■ Fax: 781-939-2543 ■ e-mail: [email protected] ■ www.worldrg.com/prepaid

Who ShoulD aTTeND

The conference is designed for senior-level decision makers—

including directors, program managers, managers and business-

unit leaders from the following industries and sectors:

■ Retailers

■ Direct Sellers

■ Financial Institutions

■ Non-Bank Financial institutions

■ Remittance, Payday Loan, and Cash-Advance Businesses

■ Tax-Preparation Firms

■ Government Institutions

■ Insurance Companies

■ Healthcare Providers and Insurers

■ Corporate HR and Benefits Divisions of Small, Medium

and Large Businesses

■ Payments Processors

■ Mobile Payments Technology and Service Providers

■ Card Associations

■ Acquirers and ISOs

■ Law Firms

■ Prepaid Program Managers and Issuers

■ Prepaid Marketers

■ Loyalty, Incentives and Rewards Companies

■ Payments Consultants and Analysts

Dear Colleague,

WrGwelcomesyoutotheSuccessful Strategies for Delivering Next-Generation Prepaid,thefirstuS-basedconferencedesignedtoserveasaforumandroadmapforsenior-levelprepaidexecutiveslookingtoidentifythebestandmostprofitablewaytodeliverfutureproducts,servicesanddistributionstrategiesforopen-andclosed-loopprepaidfinancialproducts.

intheuS,themobileandnext-generationpaymentmarketisstillquitenascent,andtheprepaidmarketiswell-positionedtobenefitfromavarietyoffactors,includingalarge,underservedpopulationthatutilizesmobiledevices,thedecliningavailabilityofcreditproductsformanyconsumers,andthegrowingacceptanceofelectronictransactions.

nonetheless,significanthurdlestoachievingmassadoptionofmobileprepaidservicesremain,alackofsolidroiamongissuers,theabsenceofademandforatrue“killermobileapplication,”andanuncertainregulatoryenvironment.thatsaid,mobile–aswellastheuseofsupportingelectronicsupportsystemssuchassocialnetworkingsites,blogsandemail–areclearlyonthehorizon,andit’simperativeforissuerstolearnhowtointegrateandadoptthesesystemsaheadoftheircompetition.

thisyear’sconferenceisdesignedasaninteractiveforumwheremerchants,financialinstitutions,issuers,processors,andprogrammanagerscanmeetinanintimateforumtodiscusshowmobileandnext-generationprepaidprogramscanandshouldbedesigned,deployedandmanagedtoensurerapidadoption,scalabilityandapositivereturnoninvestment,whilekeepingacloseeyeontheregulatoryandlegalissuesaffectingallprepaidoperators.

unlikeotherevents,thisforumwillincludereal-timepracticalapplicationsofmobileandnext-generationdeliveryprograms,andanopportunitytoheardirectlyfromtheprofessionalsdealingdirectlywiththelegislatorsoncapitolhillinourlegislativeimpactForum.

Joinmeandmorethan200ofyourpeersApril12-13,2010touncoverstrategiesfordeliveringthenext-generationofprepaidproductsandservices.registertodayattK….

Sincerely,

KeithKirkpatrickconferencedirectorSuccessfulStrategiesfordeliveringnext-GenerationPrepaid

eight great reasons To attend• connectwithothersenior-levelprepaidprofessionalsinaninteractive,intimateforum

forin-depthdiscussionofmobilepaymentstrends,prepaidinnovations,andupdatesonlegalandregulatorychangesimpactingprepaid

• learnhowtodeploynext-generationprepaidservicesbyhearingabouttheunderlying‘bigpicture’issuesonhowconsumersusemobile,socialnetworkingandpaymenttypes

• Garnerstrategiesandinsightsfromcasestudiesbyretailersandotherissuerswhohavedevelopedtheirownmobile&next-gensolutions

• learnfrombothclosed-andopen-loopprepaidissuersandvendorstoenhanceyourknowledgeofnewmarketdevelopmentsandinnovations

• designedasanintegralpartoftheconference,theinteractivediscussionroundtablesarewoventhroughouttheconference,providingmoreopportunitiesforknowledgetransfer,networkingandrelationshipbuilding,beyondstandardnetworkingbreaks

• Specializedworkshopsprovidein-depth,process-orientedinformationonhowtoplananddeploybothnext-genmobileprepaidprogramsorenhanceyourcurrentphysicalcardprograms

• conductmeaningfuldiscussionswithyourpeersinasmallerforum,withoutneedingtowadethroughmilesofexhibits,activitiesorotherdistractions

• hearthelatestupdatesandstrategiesformanagingthechallenginglegalandregulatoryissuesaffectingprepaidatthelegislativeimpactForum.

April 12–13, 2010 ■ La Costa Resort & spa ■ Carlsbad, CA

NEXT-GENERATION PREPAIDSuccessful Strategies for Delivering

Page 3: Next Generation Prepaid April 12 13 Carlsbad, CA

3To RegisTeR:

Call: 800-647-7600 or 781-939-2500 ■ Fax: 781-939-2543 ■ e-mail: [email protected] ■ www.worldrg.com/prepaid

• interpretingthelatestopen-andclosed-loopconsumerusagedata,andanalyzinghowconsumersprefertouseprepaidcards

• Assessingbestpracticesforinnovativecardpackaginganddesignstomakeyourcardstandout

• techniquesforcreatingexcitingproductsthat

• capitalizingontheshiftto“green”cardsthroughuseofrecycledcardmaterial,environmentallyfriendlyinkandsupportofothergreeninitiatives

Michael NebekerVP, Sales & MarketingBAKS COMPANY

Workshop A: 9:00 AM – 12:00 pM

Understanding and Managing the Operational Challenges of Deploying Prepaid Using SMS and Other Wireless Delivery Channels

Workshop B: 9:00 AM – 12:00 pM

Maximizing Profitability and Reach Through Next-Generation Physical Card Enhancements and Distribution Strategies

8:30 AM Workshop registration • please register for Workshop A or B

12:00 – 1:00 Lunch for Workshop Attendees and speakers

Pre-CoNFereNCe WorkShoPS – Monday, April 12, 2010

• Stepsforanalyzingyourcustomer’sneeds,andhowamobilesolutionprepaidsolutioncouldmaketheirexperienceeasier,moreefficientand/ormorerobust

• understandingthetechnicalcapabilitiesandlimitationsofmobilepaymenttechnology

• Methodsforidentifyingthepropertechnologytoutilizewhenrollingoutyourprogram

• techniquesforassessingyourin-housecapabilities,andquestionstoaskwhensourcingpotentialvendors

• bestpracticesforprogramdeployment,testing,rolloutsandanalysis,includingtimelines,stafftraining,andcustomereducation

Please contact Meredith Sands at [email protected] if you’re interested in joining this session.

DAy one Monday, april 12, 2010

12:30 – 1:00Registration for Main Conference Opens

12:55 – 1:00Opening Remarks

1:00 – 1:45opening Discussion

Mobile and Next-Generation Prepaid: Profit Center or Pipe Dream?

theproliferationofiPhones,blackberriesandothersmartmobiledeviceshasundeniablychangedthewayconsumerscommunicate,receiveandsendinformation,andconducttransactions.butinprepaid,thedeliveryofatrulymobilesolution–-whichgoesbeyondasimpleaccountstatusmessagesentviaSMSoracontactlesspaymentthatlinksbacktoaphysicalprepaidcard–couldbeyearsawayfromattainingubiquity.

Kirsten Trusko NBPCA

Steve Casco PAyBEFORE

Kim Sobasky REGIS GROuP

Carman Wenkoff RETAIl GIFT CARd ASSOCIATION

Nathan Ehrlich HOME dEPOT

Greg Thompson BASS PRO SHOPS

Dan Horne GlOBAl PREPAId ExCHANGE

Grant Rogers META PAyMENT SySTEMS

advisory BoardWrGwouldliketothankthefollowingindividualsfortheirinvaluableassistanceinthedesignanddevelopmentof

SuccessfulStrategiesfordeliveringnext-GenerationPrepaid:

Page 4: Next Generation Prepaid April 12 13 Carlsbad, CA

4To RegisTeR:

Call: 800-647-7600 or 781-939-2500 ■ Fax: 781-939-2543 ■ e-mail: [email protected] ■ www.worldrg.com/prepaid

technologicaloroperationalhurdlesaside,it’sstillunclearhowamobileprepaidapplicationwillmeetaneednotalreadyservedbysystemsinplace,whetherphysicalcardsorthroughotherfinancialservices.

that’swhyit’simperativetounderstandthewants,needsandbehaviortrendsbehindtheconsumersoftodayandtomorrow,aswellasthechallengesthatneedtobemetonthetechnologicalandback-endintegrationsidesoftheequation.

inthissession,you’llhearinsightfromprofessionalswhohavemonitoreddevelopmentsfrombothclosed-andopen-loopmobileprepaid,andwillprovideanalysisofcurrentandfutureconsumerusageofmobilepaymentsystems,channelsandtechnologies,whichyoucanusetocreateyourownmobileprepaidroadmap.

Keytakeaways:

• identifyingcommonpurchasingandpaymentbehaviorsoftoday’sconsumers,brokenoutbydemographicsegments,andhowtheycouldmorphintomobileprepaidcustomersovertime

• Assessingnewinitiativesandtechnologiescurrentlyinthemarket,andanalysisonwhytheyhaveorhaven’tbeensuccessfultodate

• Strategiesforincorporatingnewmediaandpaymenttypesaspartofyourprepaidstrategyfortodayandtomorrow

• Settingrealisticprojectionsformassadoptionofmobileandnext-generationprepaidsystems

Carman WenkoffDirector of Electronic Card Services and President of Value Pay Services, LLCIPC (SuBWAY)

1:45 – 2:30pAneL Discussion

Leveraging the Opportunities in Mobile PaymentsWithmorethan250millionmobileusersrepresentingamarketpenetration

of85%intheuS,thewirelessmarketremainsafertileopportunityforfinancialinstitutions,retailersandcorporateuserstoextendaccesstotheircurrentprepaidprogramsandofferings,improvereal-timeresponsetopromotionsandfindnewrevenuestreamsfromnewtypesofproducts.

thekeytofindingandprofitingfromthesenewtypesofmobileservicesistounderstandhowmobileusersthink,accessservicesandproductsandinteractwithmobileapplications.

inthissession,you’llhearmarketleadersdiscuss:

• currentandfuturemobilepurchasingtrends,includingdemographicsandapplicationtypeandthefactorsdrivingthesetrends

• insightintohowsuccessfulmobileapplicationsaredesigned,developedanddeployed

• techniquesforeducatingcustomersonthebenefitsofmobilepaymentapplications,andstrategiesfordrivingadoptionandfrequentusage

• Managingtransactionsecurity,reportingandcomplianceissues

• Stepsformatchingthefunctionalitycustomerswantwhileunderstandingthelimitationsofmobiledevices(screensizes,inputmethods,softwareincompatibility,security,etc.)

• identifyingwaystogenerateincrementalrevenuethroughnewchannels,ratherthansimplyreplacingexistingrevenuestreams

Moderator:Rebekka ReaPresidentINNOVATIVE PREPAID SOLuTIONS

Panelists:Kevin MorrisonAVP, Card ProgramsH&R BLOCK

Scott WallVP, National SalesAMC THEATRES

2:30 – 3:15

rounDtABLe Discussion ForuMs & reFreshMent BreAk

Next Generation Prepaideachsmall-grouproundtablewillfocusonadifferenttopic,andwillbeledby

anexpertinthefield.AfulllistofroundtablediscussionswillbelistedontheWebatwww.worldrg.com/prepaid.Attendeeswillhaveanopportunitytojointwodifferenttablesduringthesession.

Table 1: Embracing “Green” printing and packaging solutions

Michael NebekerVP, Sales & MarketingBAKS COMPANY

Table 2: From Cards to Codes

Jim RowinsDirector of Promotional SalesFANDANGO

Table 3: Identifying New Payment Needs of Gaming Consumers

Andrew PoppSVP, Business DevelopmentZIPZAP

Additional tables to be added; check www.worldrg.com/prepaid for updates!

3:15 – 4:00pAneL Discussion

The Convergence of Prepaid, Debit and CreditPrepaidhasaccountedforasignificantlysmallerpieceofthepayments

landscape,comparedwithitscreditandddA-baseddebitbrethren.buttheconfluenceoftraditionallenderstighteninglendingstandardsandagreaterrecognitionoftheopportunitiesamongunderservedconsumers,newproductsincorporatingelementsofeachpaymenttypearecomingtomarket.

Plus,withtheriseinreloadcenters,kioskdistributionandnewdistributionlocations,savvyissuerscancontinuetodriverevenuethroughtheuseofphysicalcards.

• Methodsforutilizingbundledcardproductstodriveincrementalsalesrevenue

• connectingwithcustomersviamobileandhandheldPoSdevices

• improvingreachthroughsatellitedistributioncenters

• Managingstafftrainingandeducationtoensuresmoothrolloutsandexcellentcustomerserviceandsupport

Moderator:Marilyn BochicchioCEOPAYBEFORE

Panelists:Ennio PonzettoCEOECOMMLINK

Trent SorbeSVPMETA PAYMENT SYSTEMS

Page 5: Next Generation Prepaid April 12 13 Carlsbad, CA

5To RegisTeR:

Call: 800-647-7600 or 781-939-2500 ■ Fax: 781-939-2543 ■ e-mail: [email protected] ■ www.worldrg.com/prepaid

trAck A 4:00 – 4:45Case Study #A: Deploying Successful Prepaid Programs from Plastic Cards Through Next-Generation Applications

thisworkshopwilltakeattendeesthroughthefollowingelementsoftheprocessformigratingaplasticcardprogramtoincorporatingmobilefeaturesandservices.thecasestudywillfocusonFandango,aproviderofmovieticketingservices.

• Stepsforidentifyingyourprogramsgoalandobjectives,andensuringtheydovetailwithyouroverallmarketingandsalesactivity

• bestpracticesforsourcingandworkingwithcardmanufacturers,integratorsanddistributors,andtechnologyvendors

• techniquesforlaunchingaprogram,gatheringuserfeedbackandmakingadjustmenttotheprogram

• Methodsforleveraginglessonslearnedthroughphysicalcardprogramsandapplyingthemtomobileandnext-generationdistributionplatforms

Jim RowinsDirector of Promotional SalesFANDANGO

trAck B 4:00 – 4:45Case Study #2: Deploying Prepaid Programs to Reach New Communities: ZipZapInc.com

thiscasestudywilltakeattendeesthroughthefollowingelementsoftheprocessfordesigninganddeployinganalternativepaymentsystemaimedatnon-traditionalcommunitieswhoneedaprepaidpaymentsystem.thecasestudywillfocusonZipZap,apaymentsystemdesignedforonlinegamingcommunities.

• understandingyourtargetmarket’sonlinebehaviorandusagepatterns,andbarrierstousingtraditionalfinancialpaymenttypes

• Planning,sourcinganddeploymentissuetomanagewhendealinginasolelyelectronicmarketplace

• Stepsforlaunchingandintegratingaprepaidpaymentssystemwithinadedicatedcommunity,includingmarketingandpublicitystrategies

• techniquesforcollectingfeedbackfromuserstorefineandimprovetheusabilityandefficiencyofprepaidpaymentsystems

• identifyingandminimizinginstancesoffraudulentactivity

Alan SafahiCEOZIPZAP

trAcks coMMence

4:45 – 5:30Leveraging Remittance Networks and Mobile Phone technology to Deliver Mobile Money Transfer Services

transferringfundsfrompersontopersonisoneapplicationwhereutilizingmobilephonesdovetailsnicelywiththeconvenienceandspeedrequirementsofcustomerswhosendmoneytootherpeopleonaregularbasis.

• opportunitiesfromuStoothercountriesaroundtheworld

• domesticopportunitieswithP2Ppayments

• technicalconsiderationsandchallenges

• AnalyzingFincen’spositiononwhethermobilemoneytransfervendorsmustregisterasMSbsandcomplywithrelatedguidanceforAMlregulations

Bruce BurkeDirector of Business DevelopmentIPAYSTATION

4:45 – 5:30Finding Your Blue Ocean: Revenue Opportunities Beyond US Borders

regardlessofwhetheryou’rerunninganopen-orclosed-loopprepaidprogram,governmentregulationisandwillcontinuetoimpacttheoperationsandprofitabilityofuS-basedprograms.that’swhysavvycompaniesportingtheirprepaidprogramexpertisebeyonduSborders,whereregulationsarelessonerousandopportunitiesabound.

inthissession,you’llheardiscussionon:

• Strategiesforidentifyingthemostappropriatetypesofprogramsthatcandeployedinforeignmarkets

• insightintothemost“prepaidfriendly”countriesandkeyinternationalcompaniesinvolvedinprepaid

• Methodsforworkingwithlocalpartnersandotherinternationalvendors

• Stepsforconductingoperational,technical,legalandbusiness“needsassessments”forlaunchinganinternationalprepaidprogram

Ennio PonzettoCEOECOMMLINK

DAy Two Tuesday, april 13, 2010

8:30 – 9:00Morning Coffee

9:00 – 9:45Harnessing the Reach and Ubiquity of Social Media

SocialmediasitessuchasFacebook,linkedinandtwitterhaverapidlygainedtractionamongconsumersofnearlyalltypes:youngandold;maleandfemale;andstudentandprofessional.thesesitesareextremely“sticky,’andfeaturealoyaluserbasethatnotonlykeepscomingback,butoftenproselytizesotherstojoin.

Asaresult,there’salargeopportunitytousethesesitestosupport,marketandevensellprepaidproductsandservices,frombothab2candab2bperspective.

Keytakeaways:

• insightintohowthesesocialnetworkingsitesattractusers,andenticeuserstoreturnonaregularbasis

• Keyfeaturesofthesitesthatcanbeleveragedbymarketingandsalesapplications

• Pitfallstoavoidwhenreachingouttomembers

• bestpracticesforcraftingapplicationsthatseamlesslyintegratethelook,feelandexperienceofeachsitetomaximizeusage

Liz StraussSocial Web StrategistFounder of SOBCON & SuCCESSFuL BLOG

5:30End of Day 1

5:30End of Day 1

Page 6: Next Generation Prepaid April 12 13 Carlsbad, CA

6To RegisTeR:

Call: 800-647-7600 or 781-939-2500 ■ Fax: 781-939-2543 ■ e-mail: [email protected] ■ www.worldrg.com/prepaid

9:45 – 10:30What is Wealth? The Value of a Dollar

howdowemeasurethevalueofadollar?isitmeasuredbytheamountitcanbuyorbytheimpactitcanhaveonpeople’slives?thispresentationwilldiscusstherelativevalueofadollarandhowemergingpaymentoptionscancreatewealthinunderdevelopedeconomiesbytheefficientmovementofmoney.

Brad HansonPresidentMETA PAYMENT SYSTEMS

10:30 – 11:00Networking & Refreshment Break

11:00 – 5:30

Wrg & the netWork BrAnDeD prepAiD cArD AssociAtion present

The 2010 LegisLaTive impacT Forum

theprepaidindustryhasreceivedsignificantattentionoverthepastyear,withseveralbillsintroducedin2009thatincludedafocusonprepaid,includingtheFaircardGiftAct,thecreditcardAccountability,responsibility,anddisclosureActof2009,andtheformationoftheconsumerFinancialProtectionAgency.inthisForumpresentedbyWrGandthenbPcA,you’llhearinsightfromnbPcAandindustryprofessionalswhoareworkingdirectlywithlegislatorsoncapitolhill.

thisinteractiveforumwillcoverthefollowingtopics,aswellasotherdevelopmentsthatoccurbetweennowandthedateoftheconference.

Leaders:Judie RinearsonPartnerBRYAN CAVE Co-Chair Government Relations NBPCA

Terry MaherPartnerBAIRD HOLM General Counsel NBPCA

Joi SheffieldSHEFFIELD BROTHERS Director Legislative Activities NBPCA

Kirsten TruskoPresidentNBPCA

Jennifer TramontanaFLETCHER GROuP Director, Media and PR NBPCA

Cherie HamblinCo-Chair Government RelationsNBPCA

Gary PalmerChairNBPCA

11:30 – 12:45session 1

Capitol Hill, Legislation and Regulation• understandinghowtheprepaidindustryhasbeenimpactedbylegislation

andwherefutureregulationofprepaidindustryisheaded

• Strategiesindustryprofessionalsandgroupscantaketoimpactdecisionsmadeoncapitolhill

• Assessingtheoperationalandtechnologicalimplicationsoflegislationandregulationonprepaid

• Media,grassrootsinitiativesandthird-partyactivities:understandinghowthesegroupsfitintotheprepaidindustrypuzzle

12:45 – 1:30Lunch for Conference Attendees & Speakers

1:30 – 3:45session 2

Tactics for Managing Regulatory Changes• StepsformanagingnewAnti-Moneylaunderingregulations,particularly

theclassificationofprepaidcardsasmonetaryinstruments

• Analysisoftheimpactofnewconsumerprotectionlaws,includingtheFederalcArdActandrelatedregulations,aswellas:

ooverdraftlawsandregulations

oStateregulationsrelatedtoprepaidcards

oregulationeprovisions,asappliedtoprepaid

• understandingfederalpreemptionanditsrelationtostatelawprovisions

• MakingsenseofthecFPAandthenewstructureforfinancialservicesregulation,includingnewrulesfordeposit-taking

• Analyzingthecurrentstateofstatemoneytransmitterlicensing,includingthestepped-uplicensureenforcementandthepreemptionofFederallaws

• Managingabandonedproperty/escheatmentlaws,includingtheimpactoftherecentYoungAmericarebatelitigation

• tacticsformanaginglegalissueswithrewardcards,hSAandFSAcards,governmentbenefitcards,andthemarketingofprepaidcardstominors

3:45 – 4:00Networking & Refreshment Break

4:00 – 5:30session 3

International Laws, Interchange, Privacy Rules, and Future Outlook• techniquesfordealingwithinternationallawsandregulations,including

newe-Moneylawsintheeu,canadianlaws,anddevelopmentsinAsiaandSouthAmerica

• updatesoninterchangelegislation,datasecurity,andprivacyrulesandregulatoryactivity

• top10itemstowatchforprepaidin2010andbeyond

5:30Conference Concludes

Page 7: Next Generation Prepaid April 12 13 Carlsbad, CA

7To RegisTeR:

Call: 800-647-7600 or 781-939-2500 ■ Fax: 781-939-2543 ■ e-mail: [email protected] ■ www.worldrg.com/prepaid

REGIsTRATION INfORmATION

PARTNERshIP OPPORTuNITIEs

HR / Benefits Executives, Consumer Banking, Retailer

Register By 02/05/2010

Register By 02/26/2010

Register By 04/12/2010

Conference $ 795.00 $ 895.00 $ 1095.00

Conference + 1 Workshop $ 995.00 $ 1095.00 $ 1295.00

Standard Register By 02/05/2010

Register By 02/26/2010

Register By 04/12/2010

Conference $ 1295.00 $ 1395.00 $ 1595.00

Conference + 1 Workshop $ 1595.00 $ 1695.00 $ 1895.00

Feeincludesmorningcoffee,lunch,refreshments,andconferencedocumentation.PleasemakecheckspayabletoWrGresearch,inc.

TEAM DISCOuNT:register3teammembersfromthesameorganizationatthesametimeandthe4thteammemberattendsFree!(validonlyatregularregistrationrate.)

SATISFACTION GuARANTEED:WorldresearchGroupstandsbehindthequalityofitsconferences.ifyouarenotsatisfiedwiththequalityoftheconference,acreditwillbeawardedtowardsacomparableWorldresearchGroupconferenceofyourchoice.

PAYMENT POLICY/SuBSTITuTIONS/CANCELLATIONS:registrationfeesmustbepaidbyxxx,2010.Yourregistrationmaybetransferredtoamemberofyourorganizationupto24hoursinadvanceoftheconference.Allcancellationsreceivedonorbeforexxx,2010willbesubjecttoa$295administrativecharge.Weregretthatnorefundforcancellationswillbemadeafterthisdate.incaseofconferencecancellation,WorldresearchGroup’sliabilityislimitedtorefundoftheconferenceregistrationfeeonly.WorldresearchGroupreservestherighttoalterthisprogramwithoutpriornotice.Allcancellationsmustbesubmittedinwritingonorbefore14dayspriortotheconferencedateinordertoreceivearefund,minuscancellationfee.

CONFERENCE VENuE:lacostaresortandSpa2100costadelMarroadcarlsbad,cA92009Phone:800-854-5000

PRESS PERMISSION: Presspermissionmustbeobtainedpriortotheeventandisdependentuponthespeakers’approval.thepressmaynotquotespeakersordelegatesunlesstheyhaveobtainedtheirapprovalinwriting.Presspassesdonotincludeadmittancetopre-eventworkshops.

industry-specificeventshelp80%ofb2bmarketersreachdecisionmakers,generatequalifiedleads,andbuildbrandawareness.AccordingtoAmericanbusinessMedia,b2beventsareranked#1forhelpingbusinessdecisionmakersfindoutaboutnewproductsandservices.AtWrG,wespendourtimeunderstandingthebusinessneedsoftheprimarymarket.ourconferencesandseminarsaredesignedtoensurethedeliveryofthemostpertinentandtimelycontentonnewproductandservices.that’swhy95%ofcompaniesattendingWrGprogramsmakeapointofreturning.We view solution providers as partners and assist them in:

• beingmoreeffectiveinreachingthetargetaudiencebefore,atandaftertheface-to-faceexperience

• Gainingdirectandpersonalaccesstopotentialclients• Maximizingtheinvestmentinmakingconnectionsanddevelopingrelationships• organizingface-to-facemeetings

• becomingpartofthedecisionmakingtoenhancetheconference/seminarprogramexperience

• consultingastheireditorialcontentadvisor• creatinganexperiencethatmatchestheclient’sgoalstothemarket’sneeds• comingawaywithleadsandapositiveroi

SpecificpartnershipopportunitieswithWrGdependonhowwecanbestmeettheneedsoftheindividualclient.Weworkcloselywithclientstocreateaworthwhileinvestment.examplesofparticipationfromsolutionprovidersinclude,butarenotlimitedto:

on-siteservicedemos•topicmatterexpertise•exhibitingreception/luncheon/breakfastsponsorship•compendiumsponsor

Specializedtrackhosts•discussiongroupleaders•topicmoderators

FormoreinformationonWrGpartnershipopportunities,pleasecontactMeredith Sands at 646-723-8056 or [email protected].

Paybefore’s360-degreecoverageofprepaidandstoredvaluecardissuesgivesindustryprofessionalsthenews,analysisand

perspectivestheyneedtomakesolid,informeddecisionstohelptheirbusinessesgrowandprosper.

Paybeforedeliverscontentthroughanumberofproperties(Paybefore.com,Paybeforenews,Paybeforenewsinternational,Paybeforeupdate,Paybeforelegal,PaybeforeMagazine,andthePaybeforebuyer’sGuide).Subscribetodayathttp://www.paybefore.com/subscribe/

thenetworkbrandedPrepaidcardAssociation(nbPcA)isanonprofit,inter-industrytradeassociationthatsupportsthegrowthandsuccessofnetworkbrandedprepaidcardsandrepresentsthecommoninterestsof

themanyplayersinthisnewandrapidlygrowingpaymentcategory.thenbPcA’smembersincludefinancialinstitutions,cardorganizations,processors,programmanagers,marketingandincentivecompanies,carddistributorsandlawfirms.thenbPcA’sWorkingGroupsdrivetheactivitiesoftheAssociationforitsmorethan42members.Foradditionalinformation,visitwww.nbPcA.org.

PLATINuM SPONSORMetaPaymentSystemssponsors,designsanddeliversinnovativepaymentsolutionsthatbringmoneytoliFe.ourteamofexperts,themostexperiencedofanyprepaidissuer,has

thecreativityandinsighttohelpclientsgrowtheirbusinessesandcreatelong-termsuccessinprepaid.togetherwithourvastknowledgeoftheindustry,unrivaledregulatoryexpertiseandunmatchedpartnerrelationships,weserveasavaluableextensionofourpartners’organizations.theresult:wedeliverresults-driven,consumer-focusedinnovationwithsuperiortime-to-market.

GOLD SPONSORdiscovernetwork,abusinessunitofdiscoverFinancialServices,isacomprehensiveandsecurepayments

networkthatconnectstomillionsofmerchantsthroughouttheu.S.,canada,Mexico,centralAmericaandthecaribbean.discovermarketsandsupportsafullrangeofcredit,debit,andprepaidproductsandprovidescustomer-centrictoolsdesignedtodriveloyaltyandincreasetransactionvolume.

SILVER SPONSORecommlinkenablesprogrammanagersandfinancial

institutionstomaximizerevenuefromtheirprepaiddebitprograms.thecompany’sflexibleprepaidprocessingplatform,innovativefeaturesandindustryexperienceallowclientstocreatecustomizedprepaidprogramsfortheirspecificmarketswhileensuringquality,securityandtimetomarket.

ExHIBITOR

SPoNSorS aND exhIBITorS

MeDIa ParTNerS

Page 8: Next Generation Prepaid April 12 13 Carlsbad, CA

Plus!

WRG Research, Inc.500 West Cummings Park, STE 5400Woburn, MA 01801

AttentionMAilrooM:ifundeliverabletoaddressee,thisimportanttime-sensitiveinformationshouldbeforwardedtoyourMarketing Director.

Pleasedonotremovelabel

PRSRT STDu.S. POSTAGE

PAIDSALEM, NH

PERMIT #15110006

Connect with your peers to learn how to leverage mobile payments, social networking sites and next-generation

physical card innovations!

• Garner strategies and insightsfromcasestudiesbyretailersandotherissuerswhohavedevelopedtheirownmobile & next-generationsolutions

• Proven techniques and tacticsforleveraging social networkingsitestosupportprepaidproductmarketingeffortsanddistributionstrategies

• Hear ideas and innovationsfromboth closed- and open-loopprepaidissuersandvendorstoenhanceyourknowledgeofnewmarketdevelopmentsandinnovations

• Hands-on workshops:Step-by-step,process-orientedinformationonhowtoplananddeploybothnext-gen mobile prepaid programsormethodsforenhancing your current physical card programs

• Conduct meaningful discussionswithyourpeersinasmall,roundtable-drivenforum,withoutneedingtowadethroughmilesofexhibits,activitiesorotherdistractions

WEBSITEwww.worldrg.com

4 Easy Ways to Register

PHONE800-647-7600781-939-2500outsidetheu.S.

[email protected]

MAILWRG Research, Inc.500 West Cummings ParkSTE 5400Woburn, MA 01801(registrationsandPaymentsonly)

Your Interactive Forum for Identifying Winning Strategies with New Prepaid Distribution Channels, Technologies and Customers

April 12–13, 2010 ■ La Costa Resort & spa ■ Carlsbad, CA

NEXT-GENERATION PREPAIDSuccessful Strategies for Delivering

FeaTurINg:

Kirsten TruskoNBPCA

Carman Wenkoff

IPC (SuBwAy)/

RGCA

Brad HansonMETA

PAyMENT SySTEMS

Marilyn BochicchioPAyBEFORE

Liz StraussSOCIAl MEdIA

STRATEGIST

Marilyn Bochicchio, PAyBEFOREBruce Burke, IPAySTATIONCherie Hamblin, NBPCATerry Maher, BAIRd HOlM; NBPCAKevin Morrison, H&R BlOCKMichael Nebeker, BAKS COMPANyGary Palmer, NBPCA

Brad Hanson, META PAyMENT SySTEMSEnnio Ponzetto, ECOMMlINKAndrew Popp, ZIPZAPRebekka Rea, INNOVATIVE PREPAId SOluTIONSJudie Rinearson, BRyAN CAVE; NBPCAJim Rowins, FANdANGOJoi Sheffield, SHEFFIEld BROTHERS; NBPCA

Alan Safahi, ZIPZAPLiz Strauss, Social web StrategistJennifer Tramontana, FlETCHER GROuP; NBPCAKirsten Trusko, NBPCAScott Wall, AMC THEATRESCarman Wenkoff, IPC (SuBwAy)Trent Sorbe, META PAyMENT SySTEMS

SPeakerS:

Connect with your peers to learn how to leverage mobile payments, social networking sites and next-generation physical card innovations!


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