SYMPOSIUM CANADA 2018 PROSPECTUS FOR PARTICIPATION. founder & ceo. Kristy Duncan

Transcription

1 SYMPOSIUM CANADA 2018 PROSPECTUS FOR PARTICIPATION founder & ceo Kristy Duncan

2 Under the 2018 theme of Payments at the Speed of Change, we are pleased to present this prospectus seeking participation, support and sponsorships for the seventh annual Women in Payments symposium in Toronto. The symposium offers unparalleled content and networking opportunities, tailored to women working in senior and executive roles across payments, fintech, and treasury. 2 Planned for late September 26-27, 2018, the symposium provides a full day opportunity for senior women and rising stars working across payments and fintech to gain valuable insights in this industry. Enabling women to learn, connect, and network with others across the payments market, the objectives of the symposium are to facilitate: CONTENT Delivery of focused content around current trends and evolving issues across payments and fintech. CAREER Create opportunities for women in the payments market to network and explore avenues for career development. COMMUNITY Celebrate and encourage the wide range of women leaders, innovators, and rising stars across the industry, providing opportunities to inspire and share career journeys. The symposium offers a full-day agenda including a leading woman industry keynote speaker, industry-specific break-out sessions, plus a motivational speaker from outside the industry. The day concludes with a networking reception. As facilitator, Women in Payments will manage the following: EVENT MARKETING & PROMOTION Manage marketing and promotion of event to stakeholders across the payments ecosystem. VENUE Secure and manage a suitable venue to host the event. AGENDA & SPEAKERS Develop and manage agenda and source speakers with input from a senior level advisory board. REGISTRATION & COMMUNICATION Coordinate registration of attendees and communications with speakers, sponsors, and attendees.

3 SUCCESS The outstanding success of Women in Payments events held in previous years confirms the keen interest in promoting learning, leadership, diversity, and networking opportunities for women in the payments, fintech, and treasury markets. Successive prior events have enjoyed close to 350 attendees, and participation continues at strong levels. The website provides further details on this year s event at The profile of participants of the 2017 Women in Payments Canada event was as follows: 3 ATTENDEES GENDER Over 98% women ORGANIZATIONS 40% BANKS 23% NETWORKS & ACQUIRERS 20% FINTECHS & SOLUTION PROVIDERS 17% PRACTITIONERS & OTHERS ROLES CEO, President, EVP, SVP, Partner, VP, Assistant Treasurer, COO, CIO, CMO, Chief Digital Technology Officer, General Manager, Managing Director, Senior Director, Director, Account Executive, Senior Analyst, and others

4 4 SPONSOR PROFILE 2017 PLATINUM SPONSOR GOLD SPONSORS AWARDS SPONSOR AWARDS DINNER COCKTAIL LUNCHEON SPONSOR BREAKFAST SPONSOR UNICORN CHALLENGE SPONSOR COCKTAIL SPONSOR SILVER SPONSORS BRONZE SPONSORS NETWORKING SERIES SPONSOR GLOBAL MENTORSHIP PROGRAM SPONSORS Vocalink Finastra, RBC Royal Bank, Scotiabank EMA Partners Interac igtb Discover Global Network FI.SPAN Elavon Ripple ACI Universal Payments, BMO, CIBC, CPI Card Group, Ingencio Group, Groupe Paysafe, JPMorgan Chase, Moneris, TD HSBC Ingenico Group, Blackhawk Network

5 5 PROGRAMME TOPICS CALIBRE OF SPEAKERS Topics will include current and emerging trends and issues across payments and fintech, including payment apps and customer experience, technology and infrastructure, and leadership. President & CEO, Founder & CEO, Group Head, Partner, CHRO, Executive Director, SVP, Head, Director, VP, AVP, and others. PRAISE FROM PAST SYMPOSIUMS Panels were excellent - the moderators were superb! I left this event with new contacts, new perspectives, and truly inspired. Thank you! Panelists - knowledgeable, diverse, dynamic, professional! Keynote speakers - Ditto! I truly enjoyed the WIP Unicorn Challenge. This session made things fun, simple and easy to follow. EXCELLENT! LOVED IT! Dr. Roberta Bondar was so inspirational as she set the tone for the day. Leaders (women) coming from all spheres of payment ecosystem. How enlightening! The keynote speakers are amazing! Great moderators - help with pacing, content, sense of humour! Concurrent session content was excellent.

6 PROGRAMME The day s program will provide compelling content around this year s theme of Payments at the Speed of Change in three streams: one focusing on payments apps and customer experience, the second to focus on technology and infrastructure, and a third stream which will focus on leadership and career strategies for women payments professionals. To build on the agenda, in 2017, we introduced a Mentorship Silent Auction to the day for attendees to bid on one-on-one mentorship experiences with leading senior executive women from within the industry. The proposed agenda for the event is as follows: MAIN DAY SESSION TIME AGENDA 7:30 8:15 Registration & Networking Breakfast 8:15 8:45 Opening Remarks 8:45 9:30 Keynote Speaker 6 9:30 10:30 C Level Panel Discussion 10:30 11:00 Networking break A panel of executive level women in a moderated fireside chat focusing on digital innovation in the payments field, and how women can take a leadership role. 11:00 11:45 Concurrent Sessions Payments Apps & Customer Experience Session #1 Technology & Infrastructure Session #1 Leadership Session #1 11:45 12:45 Networking Luncheon 12:45-1:45 Unicorn Challenge 1:45 2:30 Concurrent Sessions Payments Apps & Customer Experience Session #1 Technology & Infrastructure Session # Leadership Session #1 2:30 3:00 Networking break 3:00 3:45 Concurrent Sessions Payments Apps & Customer Experience Session #2 3:45 4:30 Concurrent Sessions Technology & Infrastructure Session #12 Leadership Session #2 Payments Apps & Customer Experience Session #3 Technology & Infrastructure Session #3 Leadership Session #3 4:30 5:15 Closing Keynote 5:30-7:00 Closing Cocktail

7 WHO SHOULD ATTEND This symposium is targeted to women leaders and stakeholders across payments and fintech, including: Fintech and payments professionals from across payments Senior treasury practitioners Merchants and other payment system users Strategists in the payments market Product management, sales and client solution specialists Payment network and service providers Consultants in the payments market Regulators and policymakers 7 FACILITATION Kristy Duncan founded the Women in Payments initiative in 2012 in Canada, and has broadened the mandate to include the US, Australia, and the UK. Plans are to launch in other global markets.a profile of Kristy Duncan is provided at the end of this document. WOMEN IN PAYMENTS AWARDS PROGRAM Through our awards program, we present awards to honour women payments professionals who have demonstrated exceptional leadership, innovation and promise. An Awards Committee comprised of senior women leaders from across the payments industry will review nominations, and awards will be presented at an Awards Dinner planned for late Sample award criteria are included in the appendix of this document.

8 AWARDS DINNER TIME AGENDA 6:30 7:00 Cocktail 7:15 9:15 Awards Dinner & Presentation of 2018 Women in Payments Awards 8:15 8:45 Awards Keynote Speaker 8:45 9:00 Closing Remarks TIMELINE We estimate the project will follow a timeline as follows: DATE DECEMBER 15, 2017 NOVEMBER 30, 2017 DECEMBER 15, 2017 DECEMBER 15 FEBRUARY 28, 2018 PHASE Confirm venue Confirm core sponsorship Appoint Advisory Board Call for Speakers 8 DECEMBER 15 JUNE 15, 2018 APRIL, 2018 AUGUST, 2018 SEPTEMBER 28, 2018 Early bird registration Advisory Board finalizes event agenda Re confirm final details Symposium SPONSORSHIP We offer sponsors an exceptional opportunity to demonstrate leadership and commitment to support and promote payments education, career development, and diversity in the financial services industry. Spon sors benefit through positive profile and brand association in supporting: Education for payments professionals and fintechs; Innovation and leadership in payments and fintech; Gender diversity and career development in financial services. Sponsors are offered the opportunity to partici pate at multiple levels. A full range of benefits for each level is detailed in the appendix.

9 TYPE PLATINUM DETAILS The premier sponsorship level, demonstrating unwavering commitment to professional growth, education, and diversity across the payments industry; cost is $23,000, and only one platinum sponsor will be accepted. AWARDS The awards sponsor will enjoy a positive brand recognition as a leader in supporting and showcasing the achievements of women in the payments industry. The cost for awards sponsorship is $18,000, and only one awards sponsorship is on offer. KEYNOTE The keynote sponsorship will highlight a sponsor s industry vision and leadership, while confirming the organization s commitment to education for women across the payments ecosystem. The cost is $17,000, and only one keynote sponsorship is being offered. GOLD The Gold sponsorship is for organizations with a clear focus on promoting education and advancement of women in financial services; cost is $17,000, and a maximum of three gold sponsors will be offered. UNICORN CHALLENGE The Unicorn Challenge sponsorship offers the opportunity to align with innovation in fintech and support of startup businesses within the payments ecosystem. Also include the opportunity to be a judge and have signage at the challenge. The Unicorn Challenge sponsorship rate is $17, AWARDS DINNER COCKTAIL LUNCH The Awards Dinner Cocktail sponsorship offers high visibility to an organization wishing to target payments industry leaders and award winners at an exclusive pre-event function. The Awards Dinner Cocktail precedes the Awards Dinner, where WiP award winners are recognized and celebrated. Awards Dinner Cocktail sponsorship is $15,000. Luncheon sponsorship offers the opportunity for high visibility at the luncheon event, with opportunity to provide introductory remarks for the luncheon speaker and signage at the luncheon. The luncheon sponsorship rate is $16,000. CLOSING COCKTAIL Closing Cocktail sponsorship offers the opportunity for high visibility at the closing networking cocktail event, with opportunity to provide welcoming remarks and signage at the closing cocktail session. The cocktail sponsorship rate is $14,000. BREAKFAST The Breakfast sponsorship highlights a sponsors clear leadership and interest to promote payments and diversity in the Canadian market. The breakfast sponsorship rate is $14,000. Only one breakfast sponsor will be allowed. SILVER Silver level sponsorship allows organizations to demonstrate leadership and commitment to professional growth for women in payments and financial services. Silver sponsorships are priced at $12,500, and only six will be offered. BRONZE Bronze sponsorship gives organizations positive visibility in promoting professional growth and education for women in payments and financial services; cost is $8,000, and there is no limit on the number of bronze sponsors. CUSTOM SPONSORSHIPS Have an idea for a custom sponsorship activation? We are happy to discuss alternative ideas to bring your brand to life on-site at the symposium. Past examples include an Executive Headshot Photo booth or branded mobile device charging stations.

10 CONCLUSION The Women in Payments Symposium is a unique forum which promotes a rich exchange of ideas, as well as opportunities for women to connect and explore issues of common interest. It will provide value for sponsors and attendees, and an opportunity to showcase women leaders from the payments, fintech and beyond. Current content will attract women payments professionals working both within and with the industry, highlighting sponsors in a leadership role across the payments ecosystem. Going into its seventh year, Women in Payments is a unique forum offering payments professionals a rich opportunity for learning and connecting to explore payments trends and career development strategies. It affords sponsors an opportunity to demonstrate commitment to gender diversity in a positive forum that receives consistently exceptional feedback across multiple markets. The symposium and awards program present an opportunity to recognize and celebrate women leaders, innovators, and rising stars from across the payments field, highlighting sponsors as supporters and promoters of diversity and excellence. Women in Payments is proud to facilitate this industry initiative in Canada, the US, Australia, and the UK, connecting stakeholders from across the global payments industry. Plans are to introduce the Women in Payments Symposium to other global markets including Asia, and Europe. 10

11 SPONSORSHIP LEVELS FEES SPONSORSHIP LEVEL PLATINUM AWARDS KEYNOTE UNICORN CHALLENGE GOLD AWARDS DINNER COCKTAIL OUTREACH LUNCH CLOSING COCKTAIL BREAKFAST SILVER BRONZE Sponsorship rate $23,000 $18,000 $17,000 $17,000 $17,000 $15,000 $15,000 $16,000 $14,000 $14,000 $12,500 $8,000 COMPLIMENTARY REGISTRATIONS - SEPTEMBER 27 SPONSORSHIP LEVEL PLATINUM AWARDS KEYNOTE UNICORN CHALLENGE GOLD AWARDS DINNER COCKTAIL OUTREACH LUNCH CLOSING COCKTAIL BREAKFAST SILVER BRONZE Sponsor Staff Sponsor s Clients TOTAL COMPLIMENTARY REGISTRATIONS COMPLIMENTARY REGISTRATIONS - SEPTEMBER 26 SPONSORSHIP LEVEL PLATINUM AWARDS KEYNOTE UNICORN CHALLENGE GOLD AWARDS DINNER COCKTAIL OUTREACH LUNCH CLOSING COCKTAIL BREAKFAST SILVER BRONZE Awards Dinner SPONSORSHIP BENEFITS SPONSORSHIP LEVEL PLATINUM AWARDS KEYNOTE UNICORN CHALLENGE GOLD AWARDS DINNER COCKTAIL OUTREACH LUNCH CLOSING COCKTAIL BREAKFAST SILVER BRONZE Discount on supplemental staff registrations 20% 20% 15% 15% 15% 15% 10% 10% 10% 10% 10% 10% Special recognition at networking events awards keynote UNICORN award dinner cocktail lunch closing cocktail breakfast Opportunity to nominate someone to Advisory Board Opportunity to make opening remarks at reception or closing session award dinner cocktail cocktail Opportunity to nominate person to Awards Committee Opportunity to present awards to winners at event : Prospectus for FLAMBOROUGH CIRCLE MISSISSAUGA, ON, CANADA Copyright Women in Payments 2017

12 SPONSORSHIP BENEFITS SPONSORSHIP LEVEL PLATINUM AWARDS KEYNOTE UNICORN CHALLENGE GOLD AWARDS DINNER COCKTAIL OUTREACH LUNCH CLOSING COCKTAIL BREAKFAST SILVER BRONZE Opportunity to introduce keynote speaker Opportunity to nominate Chair for challenge judges Opportunity to introduce speaker for concurrent session One-time use of preregistration list to promote sponsor s organization 1 One-time use of postregistration list to promote sponsor after the event 2 Table with own display of products / services Opportunity to furnish item or materials for delegate bag Promotional displays with sponsor s logos at each stage of event Corporate logo & recognition on all event promotional items & correspondence Corporate logo and recognition on Women in Payments website, with link to sponsor s site Did You Know Questions for overhead during breaks Opportunity to submit question to attendee feedback questionnaire Receive summary of feedback data Opportunity to introduce session on first half day MAXIMUM NUMBER OF SPONSORS AT THIS LEVEL NO LIMIT : Prospectus for FLAMBOROUGH CIRCLE MISSISSAUGA, ON, CANADA Copyright Women in Payments 2017

13 ABOUT THE FOUNDER KRISTY DUNCAN 13 In 2012, Kristy Duncan founded Women in Payments a global initiative that facilitates learning, networking, and career development for women across the fintech and payments verticals. Women in Payments conferences, awards and mentorship programs are now run in Canada, the US, and Australia/New Zealand, and will launch in the UK in She is an advisor to FI.SPAN, a fintech offering banks a multi-api integration platform for corporate clients, and is on the board of directors for Digital Retail Apps, a fintech that delivers digital in-store shopping solutions. As a leading specialist in payments and cash management, Kristy has a strong background in research and strategy development for new industry initiatives. She speaks frequently on global payment trends and diversity issues, and is on the board of directors of a number of fintechs. In 2015, Kristy was included in the global FemTech Leaders 1000 list. She has also been awarded with the Digital Finance Institute s 2015 Fintech Advisor of the Year Award. Working as a management consultant since 1998, Kristy spearheads product strategy and positioning projects, uniquely focused on the payments industry. Her expertise spans commercial and consumer payments, including card services. She combines qualitative research, analysis, and her in-depth experience of the global payments market to articulate payments trends, issues, and client perspectives, and develop product and sales strategies for leaders in the payments ecosystem. Kristy has been a leader in building new payments infrastructures across North America. Her leadership positions include chairperson of both NACHA s Cross Border Council (now called the Global Payments Forum), and CPA s EDI Support Group. She maintains a global network of contacts in the industry, and is current on key emerging issues in the field. Prior to her consulting career, Kristy worked for 13 years at Toronto-Dominion Bank, in various senior management positions in Corporate Banking, Cash Management, Treasury, Finance and Operations. She is a graduate of the Industrial Engineering program at the University of Toronto, and is a registered Professional Engineer. She holds the permanent Certified Cash Manager certification. Before re-locating to Asia in 2014, Kristy chaired the board of the Fairlawn Neighbourhood Centre, and was an active member of the board of Treasury Management Association of Canada (TMAC- Toronto). She is former Chair of Program Committee on the board of the Association of Financial Professionals Canada- Ottawa. Kristy was the founder of WEMS (Women Engineers Mentoring Students), a mentoring program for women engineering students at the University of Toronto, for which she received U of T s Arbor Award.

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18 WOMEN IN PAYMENTS AWARDS 18 Women in Payments is a strong advocate of career excellence for women in the payments industry. We recognize the importance of leadership and innovation in building both strong organizations, and a world-class payments system. The Women in Payments Awards honour women who demonstrate a keen ability to inspire and motivate excellence, leadership, creativity in others. These women freely share their knowledge and expertise to enable and empower others, and have positively influenced the financial community by encouraging diversity, learning, and professional excellence. In 2017, seven Women in Payments awards were presented: Women in Payments Award for Innovation, Women in Payments Distinguished Payments Professional Award, Advocate for Women Award, Thought Leader Award and three Women in Payments Rising Star Awards. Award winners for 2018 will be selected by the 2018 Awards Committee. The winners of the Women in Payments Awards will be honoured at the Women in Payments Awards Dinner in Toronto in September.

19 WOMEN IN PAYMENTS AWARD FOR INNOVATION CRITERIA The Women in Payments Award for Innovation will be awarded to a woman in the industry who best meets the following criteria: 19 INNOVATION Has promoted payments innovation through creativity, vision, and perseverance in her organization or the payments industry Has been instrumental in promoting innovations which: Are original Have significant impact Can be easily and effectively adopted Have results that are measurable Can be applied elsewhere Supports and inspires others in the organization or industry to innovate MENTORSHIP Is widely recognized for her expertise and actively works to empower others Leads by example and motivates members of her team, organization, or industry Acts as a mentor, advisor, and teacher, to make a positive impact on members of her organization or the payments industry INTEGRITY & DIVERSITY Has high integrity and sets high professional standards for ethics and quality of work Has contributed to a positive and supportive learning environment by encouraging diversity of people and opinions WOMEN IN PAYMENTS DISTINGUISHED PAYMENTS PROFESSIONAL AWARD CRITERIA The Women in Payments Distinguished Payments Professional Award is a lifetime achievement honour, to recognize a leading woman who has made a significant contribution to the payments industry. It will be awarded to a woman who is an acknowledged trend-setter, role model, and positive contributor to the overall positive image of the industry. She also: Influences industry trends Contributes to the positive perception of the industry Demonstrates integrity, high ethical standards, professionalism, and leadership Actively contributes to the collective success of the payments industry as a whole

20 WOMEN IN PAYMENTS ADVOCATE FOR WOMEN AWARD CRITERIA The Women in Payments Award for female Advocacy will be awarded to either a man or a woman in the payments & fintech industry who best meets the following criteria: 20 PROMOTION OF SENIOR FEMALE LEADERSHIP Actively contributes to the advancement and development of women either inside or outside his/her own organization Publicly celebrates the work and accomplishments of noted and distinguished female leaders Leads by example; promoting and broadcasting the need to continuously support and advocate for female leadership Actively uses his/her own position of influence to encourage the promotion/hiring of strong female talent Actively encourages debate about the importance of gender diversity in the boardroom and at the C-level Is a strong role model for female empowerment, ensuring that she/he hires with diversity in mind ENCOURAGES AND SUPPPORTS THE CAREER DEVELOPMENT OF ALL WOMEN IN THE WORKPLACE Helps create or support leadership development programs, designed to encourage women to increase their levels of participation and engagement Actively mentors, advises and nurtures emerging female talent Is an advocate for gender equality, including equal pay and equal opportunities for career growth Provides a positive forum and platform for women to network and find mentors within their industry Works with educators to promote the importance of STEM education for girls and creates excitement about career opportunities available to girls in the payments and fintech sector

21 WOMEN IN PAYMENTS THOUGHT LEADER AWARD ELEGIBILITY The Women in Payments Award for Payments Thought Leadership will be awarded to a woman in the payments & fintech industry who best meets the following criteria: CRITERIA The Women in Payments Rising Star Award pays tribute to talented woman payments professionals, 40 years of age or younger, who best meet the following criteria: THOUGHT LEADERSHIP MENTORSHIP INTEGRITY & DIVERSITY 21 Has demonstrated payments thought leadership by actively contributing to the payments debate, either domestically or outside Canada Has spoken publicly, or published articles, blogs, or other public comment about the evolution of the payments ecosystem in the Canadian or global context Is widely recognized for her abilities and actively works to motivate and empower others Leads by example and freely shares knowledge with peers, clients, and/or stakeholders Actively promotes her organization and/or the payments industry as a career opportunity Has high integrity and sets high professional standards for ethics and quality of work Has contributed to a positive and supportive learning environment by encouraging diversity of people and opinions May participate in the public arena through committees or other bodies to provide input to help shape the future of the payments industry Actively encourages debate about the evolution of payments- within and/or outside the Canadian payments forum, in order to shape a strong payments ecosystem for the future Freely shares knowledge and insights of the payments system with colleagues, industry professionals and/or outside the industry

22 WOMEN IN PAYMENTS RISING STAR AWARD ELEGIBILITY Up to three Rising Star Award(s) will be awarded to women under the age of 40 (as at January 1, 2016), who have demonstrated leadership and professional excellence in the payments industry, and are currently employed in Canada. Multiple or self-nominations are permitted. CRITERIA The Women in Payments Rising Star Award pays tribute to talented woman payments professionals, 40 years of age or younger, who best meet the following criteria: INNOVATION MENTORSHIP INTEGRITY & DIVERSITY 22 Has combined professional excellence with a demonstrated commitment to motivating others to make a positive impact in the payments industry Is actively involved to promote the payments community within her organization and/ or the payments industry at large Is widely recognized for her abilities and actively works to motivate and empower others Leads by example and freely shares knowledge with peers, clients, and/or stakeholders Actively promotes her organization and/or the payments industry as a career opportunity Has high integrity and sets high professional standards for ethics and quality of work Has contributed to a positive and supportive learning environment by encouraging diversity of people and opinions Has demonstrated leadership, vision, maturity and perseverance in her career