Meeting Schedule

January 26, 2012 12-2pm
ePayment Evolution: Successful Treasury Strategies

Phil Spradlin, Senior Market Analyst,
Online Resources Corporation

There is a tremendous opportunity ahead for electronic payments as part of the billing relationship. During this session, you’ll learn how companies have adapted to consumer preference patterns that are emerging as a result of technology. We will take a look at how the ePayment landscape is evolving to meet consumers at all the places they choose to pay. You’ll walk away with some of the latest experiences from companies and how you can best align these to your current and future business goals to create a winning payments strategy.

Phil Spradlin, is a Senior Market Analyst and over the past seven years at Online Resources, he has uncovered market and competitive insights in the electronic payments industry. Phil’s marketing research has been broadcast by CNN, published by MSNBC, and contributed to $185 million of M&A. As part of a team tasked with creating strategies to address and leverage some of the biggest challenges in the industry, Phil’s primary focus is on market need identification and sizing, competitive positioning, business case development, market/product segment, market thought leadership and market performance.

Phil holds a Bachelor’s degree in Commerce from the University of Virginia.

February 23, 2012 12-2pm
The Untapped Potential of Extended Remittance Information (ERI)

Mohit Joshi , Vice President, Product Management, HSBC

Corporate clients have long sought extended remittance information (ERI) in a structured format within the wire payment. Lack of this capability has led to costly and time-consuming reconciliation and increased costs for both buyers and sellers globally. On 19 Nov 2011, Fedwire/CHIPS wire payments underwent a revolutionary change – they are now able to carry up to 9000 characters of remittance data, up from 140 characters.

Though ERI is now available, corporates seek a better understanding of how this development can be leveraged to attain business goals.

Learning Objectives:
1. General understanding of ERI
2. What should corporates verify with their banks, customers and vendors in order to use ERI?
3. What are the industry expectations from this initiative in the future?

Mohit Joshi, is a Product Manager within HSBC’s Global Payments & Cash Management organization based at Jersey City, NJ. Prior to this, Mohit worked within the Cash Management Sales team at HSBC for over seven years and was previously based in India. Mohit has extensive experience in managing the domestic and international cash management needs of large corporate clients.

Mohit holds an MBA from Indian Institute of Management in Lucknow, India and a BA in Economics from the University of Delhi, India.

Any members who would like to VOLUNTEER time to one of our special events should contact any of the TMANY Board members. If you have any questions concerning the TMANY organization or would like to offer ideas which you feel would make the TMANY association better, we would like to hear from you.

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TMANY
P.O. BOX 2144
New York, New York 10185