Main Conference Day 1 • Tuesday, March 4, 2008
Retail Products and Strategy Track
11:40 – 12:30
Incorporating the Latest Trends in Gift Cards to Maximize Card Adoption and IncreaseTransaction Amounts
Utilizing data collected from 1993 through late 2007, Professor Horne will discuss critical areas that will drive gift card success over the next several years.
- Managing increasing competition from both closed and open-loop retail prepaid cards
- Making sense of the dynamics of increased consumer choice and the impact on retailers and direct sellers
- Understanding critical trends in gift card behavior to help you plan your strategies
- Positive approaches to deal with increasingly sophisticated competitors and consumers
Dan Horne, Ph.D., Professor, Department of Marketing, PROVIDENCE COLLEGE
12:30 – 2:00
Lunch
Sponsored by

2:00 -2:50
Retail Case Study: Blackhawk Network: Driving Increased Consumer Spending Through Prepaid Card Products

To provide experiential, first-hand knowledge for attendees, Blackhawk Network will present a case study with one of its retail distribution partners – a leading national grocer. The presentation will highlight the benefits of using a third-party provider.
- Shifting consumer buying behavior from thinking about merchandise to buying merchandise
- Meeting consumer need through an integrated, world-class product development and marketing plan
- Leveraging the strongest drivers of customer purchasing decisions into the prepaid program to bolster usage
- Implementing best practices for working with your third-party provider to maximize the efficiency and profitability
Talbott Roche, Senior Vice President, BLACKHAWK NETWORK
(Client To Be Announced)
InComm: Best Practices for Prepaid & Stored Value Programs
In this case study, you will hear the benefits of and best practices for maximizing the value of retail prepaid category success, using an actual InComm retail partner to explore the critical aspects of successful programs.
• Product Selection: Finding the right mix of product types and brands
• Merchandising: Building success through best-in-class marketing strategies
• Technology: POSA and beyond. Enabling systems to support increasingly complex product features, fraud prevention and other critical factors
• Value beyond the sale: Maximizing the benefits of the program beyond the sale.
Frank Squilla, SVP Sales, INCOMM
(Client To Be Announced)
2:55 – 3:45
Maximizing Your Reach Through Distribution Channel Optimization
Cardholders obtain prepaid and stored value cards in numerous capacities–including as employees, business partners and consumers. The benefits of using cards come in the form of many conveniences, such as flexibility, security, and cost savings. This session takes a close look at the retail channel and organizations that have emerged as specialists in retailing prepaid and stored value cards. Topics include:
- Selecting the most appropriate products to retail based on customer behavior
- Methods for efficiently educating and training store personnel and customer service to communicate the benefits and use of cards
- Strategies for driving additional retail traffic through gift card malls
- Tactics to improve customer acquisition, loyalty and retention through multiple reload channels
- Tactics for incorporating the latest processing and kiosk interface technology to improve ease-of-use
Bob Baker, VP, Financial Services, COINSTAR
David Tate, Group VP, BLACKHAWK NETWORK
Ronald Mazursky, Managing Director, NOVANTAS, LLC
Tom Solomon, Vice President Sales, Convenience & Grocery, INCOMM
3:45 – 4:15
30-Minute Networking and Refreshment Break in the Exhibit Hall
Sponsored by

4:15-5:00
Case Study: Best Practices in Gift & Loyalty Marketing Stored Value Programs
During this session, you will have the opportunity to listen to innovative companies as they share their best practices in the gift and loyalty marketing arenas to drive profitability, incremental sales and customer frequency. The session will feature Subway and Tully's Coffee in a roundtable session in which they will share with you their best practices in delivering top-line sales results.
- Driving increased customer loyalty through a standalone, card-based loyalty programs
- Gift Cards on Steroids—Improving the customer experience by integrating loyalty and gift programs on a single card
- Implementing low-cost "stealth POS" marketing programs to reward customers
Marc Edmonson, SVP, Professional Services, CHOCKSTONE
Martin Walker, Director of Loyalty & Interactive Marketing, TULLY'S COFFEE
Carman Wenkoff, President, VALUE PAY SERVICES (a subsidiary of IPC, purchasing arm of SUBWAY®)
5:00 – 6:00
Happy Hour
Sponsored by
6:00 – 7:30
2nd Annual Industry Gala
Sponsored by

Recognizing excellence in prepaid programs and service, the Winners of the 2008 Paybefore Awards will be announced at this exciting Gala.

Main Conference Day 2 • Wednesday, March 5, 2008
Retail Products and Strategy Track
1:00-1:45
Rethinking Prepaid/Gift Cards: Focus on the Merchant, or Connect to the Market?
Merchants have gotten off to a strong start with store-branded gift cards, which help to ensure an ongoing stream of purchases at their outlets. But a new generation of "network-branded" prepaid cards enjoys the additional backing of sponsoring financial institutions and are usable anywhere. Should merchants embrace the new arrangement?
This session will explore the phenomenon of network-branded prepaid cards, including customer appeal, partnering arrangements, and revenue model.
Merchants will learn about salient differences in the new arrangement, how to assess opportunities, and key success factors in moving beyond the traditional store-branded gift card.
Case studies from a variety of industries will be included in the presentation.
Ronald Mazursky, Managing Director, NOVANTAS LLC
(Clients To Be Announced)
1:55-2:40
Maximizing ROI and Flexibility of Your Closed-Loop Prepaid Program Via Self-Hosting
Self-hosted card programs have often been dismissed as too expensive and too complicated to implement compared with simply outsourcing card program design and management. However, several large retailers have created more responsive and customized self-hosted card programs yielding significant ROI while justifying the cost and ongoing maintenance. In this session, you'll hear from two multi-billion dollar retailers that are using the SmartClixx self-hosted card program, and will hear:
- Criteria for determining whether a selfhosted solution is appropriate for your business, based on revenue, business model, and distribution strategy
- Methods for improving program flexibility and adaptability without a costly full redesign
- Strategies for efficiently moving from a hosted model to a self-hosted model
- Improving the efficiency of your program through a company-specific custom design
Gary Dinkin, CEO, SMARTCLIXX
Steve Conlon, Sr. Manager, SOUTHWEST AIRLINES
2:45-3:30
Best Practices for Complying With AML/BSA Regulations for Prepaid Cards
· Understanding the latest regulations and guidance for capturing customer information· Defining the proper criteria for setting up a risk-assessment program· Best practices for training employees to ensure compliance· Strategies for working with regulators and law enforcement to file and follow up on SARS
Ruben Sanchez, President & CEO, BSA COMPLIANCE SOLUTIONS
3:30
Conference Concludes
| Your Prepaid Guide |
 | CASE STUDIES - Prepaid case studies from the top consumer ams and B2B companies |
 | RELATIONSHIPS - Build relationships with key decision makers |
 | TECHNOLOGY - Identify how to incorporate the latest in prepaid technology |
 | LEGAL - Regulatory, legal and risk management sessions |
 | GEOGRAPHIC - Expand the geographic reach of your prepaid programs |
 | PAYMENT - Tailor your card program to incorporate new payment strategies |
 | TOP MINDS - Learn from the top minds from beyond the prepaid industry to help you think outside the box |