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San Francisco, CA
June 4-5, 2019

Introduction

Glenbrook’s popular Payments Boot Camp™ is a comprehensive two-day overview 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.

  • Who Attends

    Glenbrook's Payments Education Program is useful for both experienced manages, 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.

    Over 15,000 payments professionals have attended Glenbrook workshops. Attendees have included product, strategy and sales managers, technology operations and risk manages, investors, inventors and analysts, management teams from payments startups.

  • 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 changes to network during lunches and breaks.

Location

The Payments Boot Camp and the Global Payments Workshop will be held at the W Hotel in San Francisco.

W Hotel San Francisco
181 3rd Street, 2nd Floor
San Francisco, CA 94103
415-777-5300

Leaders

  • 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.

  • Carol Coye Benson

    Carol is a founding partner of Glenbrook. Carol offers clients over 25 years of experience in product, marketing, and strategy development with leading financial services providers in both wholesale and retail banking.

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, refunds

Fees

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

Bundle and save $200! The optional, one-day Insight Workshop fee is reduced from $995 to $795 per person when you register for the Payments Boot Camp PLUS the corresponding one-day workshop.

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*

Individual discounts:

  • Save 10% – Early Bird discount. Register 2+ months in advance of a Payments Boot Camp and receive 10% off. Use discount code GH52R3 when registering.
  • Save 10% – Alumni discount. Glenbrook Payments Education alumni wanting to attend another payments education event. Contact us to request your alumni discount code.

Group discounts:

  • Save 10% – Register 2 people for a Payments Boot Camp
  • Save 15% – Register 3-6 people for a Payments Boot Camp
  • Save 20% – Register 7-9 people for a Payments Boot Camp
  • Save 30% – Register 10+ people for a Payments Boot Camp
  • Contact us to request your group discount code.

Glenbrook client discounts:

  • Discounts are also available for select Glenbrook clients. Contact us to inquire about a discount code.

* Only one discount code may be used per person. Discounts may not be combined with any other sale, promotion, discount, code, coupon, and/or offer.

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
  • 12:00pm – 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
  • 12:00pm – 1:00pm lunch is provided
  • 5:00pm session ends

Faster Payments Workshop

Day Three

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

Local airports, driving directions, hotels

San Francisco International Airport is 13 miles from the meeting facility. Drive time (without traffic) is approximately 20 minutes. If traveling to or from San Francisco International Airport during peak commute hours, allow at least 45 minutes to reach your destination.

Public transportation including Caltrain, BART (Bay Area Rapid Transit), and bus stations are all in close proximity to the W Hotel.

Driving directions to the W Hotel can be found on their website. For an estimate of driving time to the W Hotel from your Bay Area location, click here. Parking at the W Hotel is $65 per day. There are two public parking garages in close proximity to the W Hotel. The Hearst Parking Center, 45 Third Street, is two blocks north and costs $24 for up to 12 hours. The SFMOMA Parking Garage, 147 Minna Street, is $35 per day.


HOTELS

Registrants should make their own hotel arrangements. Please contact the hotels directly to make reservations.

W Hotel San Francisco
181 3rd Street
San Francisco, CA 94103
415-777-5300

Below is a list of some nearby hotels.

Courtyard By Marriott San Francisco Downtown
299 Second Street
San Francisco, CA 94105
415-947-0700

San Francisco Marriott Marquis
780 Mission Street
San Francisco, CA 94103
415-896-1600

The Park Central San Francisco
50 Third Street
San Francisco, CA 94103
415-974-6400

Hotel Zelos San Francisco
12 Fourth Street
San Francisco, CA 94103
415-348-1111

Pre-reading and 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 Payments 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
  • Attending Companies – view a list of companies who have attended Glenbrook Payments Education events
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