Insight Workshops

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“There’s been a resurgence of interest and investment in the B2B space – much of it capitalizing on APIs to embed payment into enterprise solutions, clever use of card infrastructure, and the advent of ‘faster payment’ overseas and in the U.S.”
— Erin McCune

The B2B domain is enormous – huge transaction volume and mind-boggling value. Yet this critical area of payments is perhaps the least well-served domain in the industry. What does that translate into? Big opportunities for payments providers.

Why are paper payments (or woefully outdated and inefficient electronic payments) so dominant in this world? Who is on the right track to capitalize on these opportunities? Who is at risk?

Come find out.

  • 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 15,000 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


1. B2B Overview

  • Fundamental differences between consumer and business payments
  • Role of payments in the Financial Supply Chain
  • Market size and key segment criteria
  • B2B volume by payment method
  • B2B market forces trends

2. B2B Market Requirements

  • Enterprise payment requirements: it’s all about the data
  • Interdependence of B2B payments and credit
  • Suppliers and buyers in sync and at odds

3. B2B Payment Methods

  • Major economic sectors in B2B Payments
  • Checks in B2B – Disbursement and lockbox processing
  • ACH in B2B – History and evolution
  • Cards in B2B – Use cases, advantages, and challenges
  • Faster Payments in B2B – Overseas precedents; early indications for the U.S.

4. B2B Invoices

  • Invoice creation, delivery, and receipt processing
  • eInvoice needs and perceptions by stakeholder
  • Global mandates and new “Request for Payments” capabilities

5. Players and Trends

  • Accounting and ERP = Systems of Record
  • Invoicing and Billing Solutions for B2B and B2C
  • B2B Networks (and Network Fantasies)
  • Enabling B2B Card Payments
  • SMB Solutions Focus, including Microbusinesses
  • Global B2B Payments: Ripe for Disruption
  • Next Generation Financing

6. Future Directions

  • Glenbrook perspective on the SMB and Enterprise payments
  • Embedded Payments and Backoffice Solutions
  • Blockchain Relevance to B2B
  • Rethinking billers

Fees, billing, discounts, refunds


The standard registration fee is $995 per person.

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

Fees include:

  • instruction
  • instruction materials (including hard and soft copy of presentation slides)
  • breakfast and lunch on instruction days

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 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.



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

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

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