Education

Payments Boot Camp

$3,190

$2,990

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PAYMENTS BOOT CAMP

FEBRUARY 27-28, 2018
SAN JOSE, CA

Glenbrook’s popular Payments Boot Camp is a thorough two-day overiew of the payments industry, from the fundamentals to what’s new and on the horizon. It’s a fast-paced, focused, and fun way to get smart about payments. Over 14,000 payments professionals have attended one of our workshops – join them!

  • Glenbrook's Payments Education Program is useful both for experienced managers, who often want to be updated on what’s happening in areas outside of their immediate domain, and for newcomers, who need a broad overview of the U.S. payments systems to create a context for their work.

  • Network with your peers
    Payments Boot Camp and workshop attendees enjoy opportunities to connect with other people in the industry, as well as with the Glenbrook team. Most two-day events have a networking reception at the end of the first day, and there are always chances to network during lunches and breaks.

  • Over 14,000 payments professionals have attended Glenbrook workshops. Attendees have included product, strategy, and sales managers, technology, operations, and risk managers, investors, inventors, and analysts, management teams from payments startups

Agenda

Glenbrook’s agenda is structured to ensure that you understand how the industry works as a whole. We emphasize the economics – so that you understand how money is made in the industry, and by whom.

Day One

1. Payments Systems Overview

  • Industry definitions, payments domains
  • Key concepts – open/closed, push/pull, chain of liability
  • How payments systems differ
  • Payments systems economics

2. Perspectives on Users and Providers

  • User perspectives – Consumers, Merchants
  • Provider perspectives – Banks, Networks, Processors
  • Other constituents – Regulators

3. Core Systems: Card Payments

  • Core concepts, value chains, flows, technology
  • Major card networks and industry evolution
  • Data breaches, security, and fraud
  • Economics and interchange
  • Fundamentals of card issuing
  • Fundamentals of card acceptance

4. Core Systems: ACH, Checks, Wires, and Cash

  • Value chains, products, economics, major players, and trends

5. Networking Reception

Day Two

6. Global Payments

  • Local country payments systems – models, common elements, variables
  • Cross-border payments – international wires; cross-border card processing

7. Payments Innovation

  • Payments innovation meta themes
  • Glenbrook’s payments innovation framework
  • Innovation building blocks
  • Innovators’ Spotlight – PayPal

8. Digital Payments

  • Key technologies, tokenization, wallet models
  • Innovators’ Spotlight – Apple
  • Mobile POS, mobile commerce and merchant apps
  • In-app payments and remote checkout

9. New Point of Sale

  • Mobile POS and Tablet Acceptance
  • Innovators’ Spotlight ­– Square

10. Faster Payments

  • Real-time Payments – Key concepts, definitions
  • Innovators’ Spotlight – Faster Payments (UK)

11. Bitcoin and Blockchain

  • Key concepts, use cases, ecosystem, challenges

Day Three – Faster Payments Workshop (optional – bundle and save!)

1. Introduction

  • What we mean by “Faster Payments”
  • Push models and their implications
  • Pull models and their implications

2. Faster Payments Building Blocks

  • Design questions – Rails vs. Rules, Directories, Aliases, and ISO 20022
  • Use of building blocks in developing vs developed world
  • Faster Payments fit against payments use cases

3. Global Examples of Working Systems

  • Country specific examples – Japan, Australia, Singapore, South Africa, Canada, Peru, and Sweden
  • Case Studies – SPEI (Mexico), Faster Payments (UK), M-Pesa (Kenya)

4. Faster Payments Enablers

  • Who We’re Watching – FundTech, Vocalink, EBA Clearing, SWIFT, and Ripple Labs, card networks “send money” capability
  • Case Study – International Payments Framework Association (IPFA)

5. Perspectives on the U.S. Market

  • NACHA – Same Day ACH
  • The Clearing House – Real-Time Payments Initiative
  • Federal Reserve – Faster Payments Roadmap
  • Who We’re Watching – Yantra, Dwolla, PayPal, Venmo, Square Cash, Google Gmail, FIS Paynet, Fiserv PopMoney, clearXchange
  • Issues and implications for U.S. Market

6. Rise of Messenger Platforms

  • Real-time payments and messaging
  • Who We’re Watching – Whatsapp, LINE Pay, SnapChat, WeChat
  • Case Study – Facebook Messenger

7. Bitcoin Alternative

  • Global real-time processing rails
  • Examples by payment domain

Fees, billing, discounts and refunds

Fees

The standard, two-day Payments Boot Camp registration fee is $2195 per person.

Save $200 with “Boot Camp Plus” pricing! The optional, one-day workshop fee is $795 per person when you register for the Payments Boot Camp PLUS the workshop. The standalone cost of the one-day workshop is $995 per person. Bundle and save!

Fees include:

  • instruction
  • instruction materials (including hard and soft copy of presentation slides)
  • breakfast and lunch on instruction days
  • networking reception on the evening of the first day of the Payments Boot Camp

Fees do not include:

  • hotel accommodations

Payments / Billing

Glenbrook accepts American Express, Discover, MasterCard, PayPal and Visa for payment upon registration. If required, payment may be made by an invoice sent to your company – with our prior approval. Please contact us to obtain approval for invoice billing.

Discounts

Discounts are available for early bird registration, groups, select Glenbrook clients, and Glenbrook Payments Education alumni wanting to attend another payments education event. Contact us to request a discount code.

Refunds

Payments Boot Camp and workshop registrants may cancel their registration for a full refund if cancelled one month prior to the event. Refunds for cancellations within a month of the event will be considered on a case by case basis. In some cases, it may be possible to switch registrations to an event at a later date.

Daily schedule

Payments Boot Camp

Day One

  • 8:30am – 9:00am breakfast available
  • 9:00am instruction begins
  • 12:00 – 1:00pm lunch is provided
  • 5:00pm instruction ends
  • 5:00pm – 7:00pm complimentary networking reception

Day Two

  • 8:30am – 9:00am breakfast available
  • 9:00am instruction begins
  • 12:00 – 1:00pm lunch is provided
  • 5:00pm session ends

Faster Payments Workshop

Day Three

  • 8:30am – 9:00am breakfast available
  • 9:00am instruction begins
  • 12:00 – 1:00pm lunch is provided
  • 5:00pm workshop ends

Local airports, driving directions, Hotels

Mineta San Jose International Airport is only 7 miles from the meeting facility. Drive time (without traffic) is approximately 14 minutes. If traveling to or from San Jose Airport during peak commute hours, allow at least 30 minutes to reach your destination. San Francisco International Airport is 40 miles from the meeting facility, approximately 50 minutes driving time without traffic. If traveling to or from San Francisco Airport during the morning or afternoon commute, please allow at least 2 hours to reach your destination.

There is a VTA Light Rail station in Downtown Campbell, a couple blocks from Villa Ragusa, which connects to CalTrain at the San Jose Diridon Station. You can view the Light Rail schedule to Downtown Campbell here.

Driving directions to Villa Ragusa can be found on their website. For an estimate of driving time to Villa Ragusa from your Bay Area location, click here. There is a free parking garage (with limited spaces) at the venue and another free parking garage (with several spaces) across the street, next to Aqui’s Restaurant. Enter both parking structures from Second Street.


HOTELS

Registrants should make their own hotel arrangements. Below is a list of some nearby hotels. Please contact the hotels directly to make reservations.

Courtyard San Jose Campbell

655 Creekside Way
Campbell, CA  95008
(408) 626-9590

Doubletree by Hilton Campbell at the Pruneyard Plaza
1995 South Bascom Avenue
Campbell, CA  95008
(408) 559-4300

Larkspur Landing Hotel

555 West Hamilton Avenue
Campbell, CA  95008
(408) 364-1514

TownePlace Suites San Jose Campbell
700 East Campbell Avenue
Campbell, CA  95008
(408) 370-4510

Pre-reading & resources

Recommended Pre-reading – Payments Boot Camp

Below are excerpts from Glenbrook’s book, “Payments Systems in the U.S.”.
These chapters should help you become grounded in the “basics” of the
payments industry prior to attending the session.
You will receive a copy of the book at the end of the Boot Camp.

Recommended Pre-reading – Faster Payments Workshop

Resources

  • Payments News – Glenbrook’s curated daily news feed
  • Payments Views – Glenbrook’s commentary and opinion blog on topical issues in the payments industry
  • Payments on Fire – Glenbrook’s podcast interview series featuring the latest and most interesting developments in payments
  • Glossary – Glenbrook has compiled an expansive industry glossary of key payments terms and acronyms

Location

The Payments Boot Camp and the Global Payments Workshop will be held at Villa Ragusa in Campbell, CA – close to the Mineta San Jose International Airport. Campbell is a quaint suburb of San Jose, CA, the capital of Silicon Valley. Villa Ragusa is located in Campbell’s historic downtown which is a bustling social scene of gourmet restaurants and cafes, galleries, boutiques, walking paths, a park and access to the light rail and CalTrain.

 

Villa Ragusa
35 South 2nd Street
Campbell, CA 95008
408-364-1900

San Jose, CA

Instructors

  • Russ Jones

    Russ brings clients over 30 years of experience as an executive, analyst, and consultant. He is an industry pioneer in the commercial use of Internet technologies, and brings a strong background in payments industry analysis, strategy development, and product conceptualization.

  • Elizabeth McQuerry

    Elizabeth has over a decade of experience in developing global payments services. She has worked extensively in retail payments focusing on international remittances, person-to-person, business, and government payments.

Attending Companies

$3,190

$2,990

Select a Course