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									                                                                                                                   3rd AnnuAl

New York, NY 10004
One State Street Plaza, 27th Floor

                                     November 3-5, 2010 | bueNa vista Palace & resort | orlaNdo, Fl


                                                                                                                                                           3rd AnnuAl
                                                                                                                                                                   LOYALTY                                 COnFErEnCE

                                                                                                                                                           November 3-5, 2010 | bueNa vista Palace & resort | orlaNdo, Fl

                                                                                                                                                           HArnESSing THE POwEr
                                                                                                                                                           OF COnSuMEr CHOiCE

                                                                                                                   OF COnSuMEr CHOiCE
                                                                                                                   HArnESSing THE POwEr
                                                                                                                                                                        rEgiSTEr bEFOrE
                                                                                                                                                                        SEPTEMbEr 10
                                                                                                                                                                        And SAvE $150
                                                                                                                                                                        wiTH PrOMO
                                                                                                                                                                        COdE: brOCH150
                                                                                                              SAvE $150 wiTH PrOMO
                                                                                                              SEPTEMbEr 10 And
                                                                                                              rEgiSTEr bEFOrE
                                                                                                              COdE: brOCH150

                                                                                                                                                              Presented by:

                                                                                                                                                              Industry Partner:

                                                                                                                                                                         | 800.803.3424
3rd AnnuAl

         LOYALTY                             COnFErEnCE
                                                                                                                        November 3-5, 2010 | bueNa vista Palace & resort | orlaNdo, Fl

              coNFereNce cHairs
                                                                                                                         COnFErEnCE AgEndA
                                                                                                                         WEDNESDAY, NOVEMBER 3                                   All told, Farris estimates he’s held 20 different
                                                                                                                                                                                 jobs during his Nike career, traveling well over a
                                Sarah Phelps                                                Jim Sullivan
                                                                                                                                                                                 million miles while visiting more than 50 coun-
                                Principal                                                   Partner                      1:00 PM
                                                                                                                                                                                 tries on six continents. And as far as anyone
                                FIRST ANNAPOLIS CONSULTING                                  COLLOQUY                     Registration Opens                                      can tell, he has no intention of slowing down.
                                                                                                                         1:30 PM - 3:00 PM                                       Nelson Farris, Chief Storyteller, NIKE
                                                                                                                         Optional Pre-conference Workshop                        5:30 PM – 6:30 PM
                                                                                                                         Disney’s Approach to Brand Loyalty
                                                                                                                                                                                 Networking Reception in the Exhibit Hall
                                                                                                                         Satisfied customers drive long-term financial
                                                                                                                         results, so their affinity to a brand must be           THURSDAY, NOVEMBER 4
                                                                                                                         cultivated into a relationship of trust. The Walt
                                                                                                                         Disney Company is recognized worldwide as a             PRODUCT CHOICES
              Dear Colleague:                                                                                            leader in brand loyalty. This loyalty is initiated in
                                                                                                                         the first stages of relationship building. By pro-      7:30 AM – 8:45 AM
                                                                                                                         viding an exceptional Guest (customer) experi-          Registration and Continental Breakfast
              As we transition to the next economic cycle, one thing is certain: consumers are king. They’re
                                                                                                                         ence every time, customers extend commitment
              demanding more for their loyalty. And smart marketers, as always, will seize the moment by giving                                                                  7:30 AM - 8:45 AM
                                                                                                                         that lasts a lifetime. From relationship building
              their customers what they want right now.                                                                  to developing a sustainable competitive advan-          Breakfast Briefing
                                                                                                                         tage, businesses want to be in a position where         Sponsored by:
              For today’s consumer, the recovery looks anything but certain. Persistent anxiety about jobs,              they can grow and expand.
              investment, and housing values still dampens confidence and restricts spending. And so it turns out        Engaging Disney Institute professional facili-          8:45 AM – 9:00 AM
              that card loyalty marketers and their customers find themselves with a lot in common these days.           tators will share with you the proven Disney            Co-Chairs’ Opening Remarks
              Uncertainty reigns across nearly every aspect of the current environment for program managers—             brand strategies and philosophies used by its           Sarah W. Phelps, Principal
                                                                                                                         businesses all around the world. We invite you          FIRST ANNAPOLIS CONSULTING
              with higher loss rates, increased regulatory pressure, and interchange legislation—leaving us seeking      to identify the value behind creating a loyalty-
              a foothold to move forward.                                                                                based organization and learn valuable, proven           Jim Sullivan, Partner, COLLOQUY
                                                                                                                         business practices you can adapt into your own
                                                                                                                         organization.                                           9:00 AM – 9:45 AM
              So how does the rewards program manager react to this environment and continue to
                                                                                                                                                                                 KEYNOTE ADDRESS
              deliver value to the organization?                                                                         	 •	Employ	strategies	that	will	build	your		
                                                                                                                                                                                 The Delta Approach to Customer Loyalty
                                                                                                                             loyalty connection with customers.
              The third annual Cards and Payments Loyalty conference, Harnessing the Power of Consumer                                                                           Maintaining a successful, well-branded loyalty
                                                                                                                         	 •	Identify	your	organization’s	brand	promise		
                                                                                                                                                                                 program is a challenge in any environment. But
              Choice, focuses on customer behaviors and how to strategize around their shifting priorities. We’ve            and loyalty strengths and develop action
                                                                                                                                                                                 Delta Skymiles, like many successful rewards
              assembled an A-list group of presenters—real experts and practitioners from financial services, retail,        steps that align with your customers’
                                                                                                                                                                                 programs, had the added pressures of retool-
              and travel—to help you define new ideas, learn best practices to adopt right now, and chart your                                                                   ing a program, building new partnerships, and
                                                                                                                         	 •	Explore	techniques	used	to	retain	customers		       meeting the heightened demands of custom-
              next steps to reduce uncertainty and thrive in this environment.                                               for life and identify reliable practices that       ers. Hear about Delta’s approach to loyalty,
                                                                                                                             drive financial results and repeat business.        and its common core mission in all its rewards
              Our agenda will address choice as a driver of card use. In this age of debt de-leveraging and saving,
                                                                                                                         	 •	Examine	the	relationship	between	brand		            programs. You’ll learn about:
              not much is coming out of consumers’ wallets that hasn’t been deliberately thought through.                    loyalty and marketing as a partnership              	 •	The	process	of	retooling	an	existing	loyalty		
              Meanwhile, card loyalty marketers face cost and margin pressures and thinner budgets. You’ll hear              that ultimately identifies your business.               program
              how choice and control can promote card preference creatively without breaking the bank or calling         	 •	Develop	employee	enthusiasm	and	loyalty		           	 •	Creating	value	while	maintaining	efficiency
              in the regulators.                                                                                             that leads to customer satisfaction.
                                                                                                                                                                                 	 •	Repositioning	a	program	and	communi-	
                                                                                                                         The Disney Institute                                        cating the benefits to customers
              You’ll also hear about innovations in leveraging social media and mobile devices to interact with          Additional fee applies. See registration page for
                                                                                                                                                                                 Victoria Oakman, General Manager of
              consumers. With so much hype and so many media to manage, we’ll help you cut through the fog               details.
                                                                                                                                                                                 Partnership Marketing, DELTA SKYMILES
              to learn what really works.                                                                                           4:15 PM – 5:30 PM
                                                                                                                                                                                 9:45 AM – 10:30 AM
                                                                                                                                    OPENING KEYNOTE
              And to ensure you leave the conference with a game plan, we’re also including presentations focused                                                                Tender Neutral Best Practices
                                                                                                                                     Join Nelson Farris, Chief Storyteller
              on regulation, accounting, customer research and data analytics The information learned in these                       with Nike as he reveals insights into       In this retailer-focused panel, loyalty leaders at
              sessions provides you with actionable steps you can implement the following Monday morning.                one of the world’s most recognized and                  their respective organizations discuss their
                                                                                                                         indelible brands.                                       recommendations of how to best utilize tender-
              Please join us from afternoon of November 3rd to the 5th at the Buena Vista Palace Resort & Spa                                                                    neutral rewards programs to learn more about your
                                                                                                                         Farris’ own story with Nike started in 1974.
                                                                                                                                                                                 customer and how you can best earn their loyalty.
              in Orlando, Florida for what is sure to be one of the timeliest and most informative conferences for       Currently the director of corporate education
                                                                                                                         for Nike’s human resource department, Farris            Moderator:
              rewards program managers this year.
                                                                                                                         focuses on employee education and develop-              Amy Barnett, SVP, BRIERLE + PARTNERS
                                                                                                                         ment. He also serves as a corporate consultant          Panelists:
                                                                                                                         in various areas, drawing on the wisdom and             Eric Messerschmidt, Divisional VP, Loyalty
                                                                                                                         expertise he’s gathered as the company’s                Marketing, SEARS HOLDINGS
                                                                                                                         longest-tenured employee.
                                                                                                                                                                                 Additional Panelists to be Announced

                             | 800.803.3424                                                        | 800.803.3424

10:30 AM – 11:00 AM                                   12:35 PM -1:30 PM                                    space, who will argue their cases for the best       payments products and services to deliver the
Morning Networking Break in the Exhibit Hall          Networking Lunch                                     approach to engender customer loyalty via the        best customer experience.
                                                                                                           mobile channel.                                      Moderator:
11:00 AM – 11:45 AM                                   1:30 PM – 2:00 PM                                    Moderator:                                           Michael Hemsey, President, KOBIE MARKETING
The Federal CARD Act Applies to Loyalty               Dessert in the Exhibit Hall                          Brent Samuels, Manager, FIRST ANNAPOLIS              Panelists:
and Promotional Offers:                                                                                    CONSULTING                                           Joyce Chen, Senior Product Manager, Emerging
                                                      CONSUMER CHOOSING CHANNELS
What You Need to Know!                                                                                     Panelists:                                           Technologies Team Discover Network,
The new federal CARD Act became effective on          2:00 PM – 2:45 PM                                    Robert Gold, CEO, GOLD MOBILE                        DISCOVER
August 22, 2010. Virtually all loyalty, promo-        Loyalty in 2030: The Changing Face                   Walt Granville, VP, Sales, ROCKETBUX                 Jason Dolat, Director, US Card Strategy, RBC BANK
tional, incentive, rewards, rebates and similar       of Consumers and How it Will Define
                                                                                                           Joe Salesky, Chief Strategy Officer, Founder         Geri Green, Division Lead-Acquisitions
programs are impacted. Even some sweep-               Loyalty                                              FMN TECHNOLOGIES                                     Strategy and Loyalty, BARCLAYCARD U.S.
stakes promotions are covered! Promotions that
                                                      The very transformation of the market’s DNA          Dana Warzsona, Global Lead,                          Fabio Passalacqua, Senior Vice President,
do not contain the required language may not
                                                      over the next few decades will cause major           Mobile Commerce Solutions, MOTOROLA                  Credit Cards, BANCO POPULAR DE PUERTO RICO
have effective dates of less than five years, and
                                                      changes in how loyalty programs develop and
most fees and charges are prohibited. Failure
                                                      work. As the last of the Baby Boomers leave          4:45 PM – 5:30 PM                                    9:15 AM – 10:00 AM
to comply not only violates the federal law,
                                                      the corporate workforce, Gen X gets ready            Putting The Customer at the Center of
but is also likely to be fodder for class action                                                                                                                Utilizing Customer Research to Help
                                                      to follow, and Gen Y comes into their own as
attorneys. This session will:                                                                              Your Loyalty Strategy                                Form your Loyalty Strategy
                                                      40-somethings, a boomlet of young, socially-
•	 Provide	an	overview	of	the	CARD	Act’s		            conscious workers will be enrolling in their first   There is no time when being customer-centric         In this environment consumers expect rewards
   impact on loyalty and promotional                  loyalty programs.                                    is more important than when your program is          programs to be compelling, targeted and
   offers and review the required disclosures                                                              in a redesign phase. As one of the largest re-       redeemable but new regulations are putting
                                                      Gaze into the loyalty crystal ball to discover:
   to qualify for the loyalty/promotional offer                                                            gional banks in the US, Regions Bank placed an       a squeeze on industry profits. In this session
   exemption allowed by the Act                       	 •	What	to	expect	during	the	next	20	years,		       emphasis on the customer in redesigning their        you’ll hear about:
                                                          as the changing consumer profile drives          newly-launched loyalty program “Relationship
	 •	Review	some	of	the	other	CARD	Act	                                                                                                                          	 •	The	implications	of	the	latest	research	on		
                                                          and shapes enterprise loyalty innovation         Rewards”. Tom Brooks, who led this effort, will
    exemptions for which some promotional                                                                                                                           consumer attitudes towards rewards
    offers may qualify                                	 •	The	critical	component	of	emotional	             cover the various ways in which the consumers            programs
                                                          marketing and the importance of cause            perspective factored into the design and launch
	 •	Address	actions	your	company	will	want		                                                               strategy including:                                  	 •	The	rewards	landscape	through	the	lens	of		
    to take to try to ensure compliance                                                                                                                             direct marketing and showcase some
                                                      	 •	The	technologies	that	will	determine	new         	 •	Driving	engagement	by	listening	to	customers         of the most innovative programs that have
Deborah S. Thoren-Peden, Partner
                                                          engagement channels, and enable                  	 •	Considering	the	total	relationship	including		       actively embraced the changing consumer
                                                          consumers to charge more for their loyalty           product and servicing dimensions                 	 •	Insights	into	how	rewards	programs	will		
11:45 AM – 12:35 PM                                   	 •	Loyalty	engagement	efforts	driven	by	the		                                                                need to evolve to stay relevant in today’s
Liability – Something to Loath or Love                    imagination and demands of the mindset                                                                    marketplace
                                                                                                           	 •	Positioning	employees	to	help	shape	the		
                                                          of a younger, savvier, more diverse and
Program liability gets a lot of press, most of it                                                              program as both members and stewards             Andrew Davidson, SVP, MINTEL
                                                          increasingly in-control consumer.
bad. The result is many organizations avoid tra-                                                           	 •	The	many	shapes	and	forms	of	building		          Additional Speaker to be Announced
ditional loyalty programs or seek rule structures     Jim Sullivan, Partner, COLLOQUY
                                                                                                               awareness through strategic communications
to overtly limit liability accrual. While liability                                                                                                             10:00 AM - 10:30 AM
                                                      2:45 PM – 3:30 PM                                    Tom Brooks EVP, Cards and Payments
is something that should be managed, overly                                                                                                                     Networking Break in the Exhibit Hall
                                                      Social Media Strategy                                REGIONS FINANCIAL
restrictive rules can inhibit interest in a program
and cause disloyalty or disinterest as much as        Social media provide a unique opportunity for        5:30 PM – 6:30 PM                                    10:30 AM – 11:15 AM
loyalty and engagement. More importantly, the         customers to interact with the organization and                                                           Case Study: From NWA WorldPerks Visa
                                                                                                           Networking Reception in the Exhibit Hall
rules are changing. If the US moves to interna-       open up a dialogue with customers. This quick-                                                            to U.S. Bank FlexPerks Visa; Marriage,
tional accounting rules, liability will be some-
thing marketers will need to consider anytime
                                                      ly-evolving channel reveals customer habits,
                                                      needs and desires in a way that other channels
                                                                                                           FRIDAY, NOVEMBER 5                                   Divorce and Living Happily Ever After
they offer a value proposition that spans across      lack. Hear real-world examples of how social                                                              Learn how U.S. Bank leveraged the core prin-
                                                                                                           NOW YOU KNOW, SO GET UP AND GO -
customer transactions. No more free rides on          media and loyalty work together.                     PUTTING IT INTO PRACTICE                             ciples of loyalty marketing and 15 years of cus-
many of the promotional tactics marketers have                                                                                                                  tomer data to create award winning FlexPerks
                                                      Richard Witkowksi, IPOINT MARKETING
used to avoid the dreaded loyalty liability. It is                                                         8:00 AM - 8:30 AM                                    Visa. Bob Daly will share his experiences with
time to really understand the concept of liability    Additional Speaker to be Announced                                                                        the Northwest Airlines Card program transition-
                                                                                                           Breakfast and Registration
and how to use it to drive organizational results                                                                                                               ing to Delta, and the take-away lessons about
                                                      3:30 PM – 4:00 PM                                                                                         loyalty management principles that made that
and consumer loyalty. This session will give                                                               8:30 AM – 9:15 AM
examples of where it is done right, where it is       Afternoon Networking Break in the                                                                         experience work.
                                                                                                           Panel: Choice and Consumer Control
being done wrong and how the world might be           Exhibit Hall                                                                                              Bob Daly, Senior Vice President, Retail Payment
                                                                                                           The continued delivery of innovations, applica-
changing.                                                                                                                                                       Solutions, U.S. BANK
                                                      4:00 PM – 4:45 PM                                    tions and technologies in Consumer Payments
John Bartold, VP, Loyalty Solutions, EPSILON                                                               mechanisms offer unparalleled choice to today’s
                                                      Mobile Vendor Shootout
John R. Kryczka, Actuarial Insurance                                                                       merchants and consumers. Whether it’s Debit,
Management Solutions Practice,                        Nearly every organization is testing or on the       Credit, Cobrand, Prepaid, Paypal, or Mobile –
PRICEWATERHOUSECOOPERS LLP                            verge of rolling out a mobile strategy to expand     innovators strive to reduce the costs of making
                                                      the ways in which they communicate and de-           transactions, and deliver engaging, relevant
                                                      liver value to their customers. Hear from some       offers. Join our panel to hear how Discover,
                                                      of the leading mobile service providers in this      Barclaycard and the RBC Bank innovate their

               | 800.803.3424                                                        | 800.803.3424
                                                                                                                    November 3-5, 2010 | bueNa vista Palace & resort | orlaNdo, Fl
3rd AnnuAl

         LOYALTY                               COnFErEnCE
                                                                                                                            HArnESSing THE POwEr
                                                                                                                             OF COnSuMEr CHOiCE
                                                                                                                      REGISTRATION RATES
             11:15 AM – 12:00 PM
                                                                                                                                                                       BEST RATES
             Industry Pundit Summit
             Having taken flight with Delta and touched down with Northwest Airlines, the conference concludes
                                                                                                                      Card Issuers/ Banks/ Merchants                         $895                $1,095           $1,295
             with a summary of main themes from a panel of industry experts. John, Bill, Sarah, and Jim will          All Others                                           $1,095                $1,295           $1,495
             share their key insights, predicted developments, and recommended actions, as well as take questions
             from the audience.                                                                                       Optional Pre-Conference Workshop:
             Panelists:                                                                                               Disney’s Approach to Brand Loyalty                     $129                 $129             $129
             John Bartold, VP, Loyalty Solutions, EPSILON
             Bill Hanifin, Managing Director, CUSTOMER GROWTH LLC
                                                                                                                      Expiration Date                                   09/10/2010           10/15/2010
             Sarah Phelps, Principal, FIRST ANNAPOLIS

             Jim Sullivan, Partner, COLLOQUY

             12:00 PM
             Conference Concludes
                                                                                                                                  EASY wAYS TO rEgiSTEr:
             For speaker and agenda updates, visit:
                                                                     Register Online at
                                                                                                                               Call Our Customer Service Representative at 800.803.3424
                                                                                                                      HOTEL INFORMATION
             GOLD SPONSORS:

                                                                                                                     Buena Vista Palace Resort & Spa
                                                                                                                     1900 E. Buena Vista Drive
                                                                                                                     Lake Buena Vista, FL 32830
                                                                                                                     Phone:               866-246-6563
                                                                                                                     Room Rate:           $130
                                                                                                                     Attire:              Business Casual

                                                                                                                     SourceMedia has secured a block of rooms at a special rate at the Buena Vista Palace &
              INDUSTRY PARTNER                                                                                       Resort. Be sure to mention that you’re a SourceMedia Conference attendee when making your
                                                                                                                     reservation. Please make your reservation by 10/5/2010.

              COLLOQUY® comprises a collection of publishing, education and research resources devoted
              to the global loyalty-marketing industry. Owned by LoyaltyOne, COLLOQUY has served the                 Payments:
              loyalty-marketing industry since 1990 with over 40,000 global subscribers to its magazine and          Please make checks payable to SourceMedia and include the name(s) of the attendee(s) on the face
     the most comprehensive loyalty web site in the world.                                  of the check. We accept American Express, Diners Club, Discover, Visa, and MasterCard. Registra-
                                                                                                                     tion fees include all meals, refreshment breaks, receptions and a copy of the conference workbook.
              By sponsoring this conference you will:                                                                In order to receive early bird discounts, special rates or promotions, full payment must be made
                                                                                                                     prior to the offer expiration date. Any registration not paid in full at that time of offer expiration
              	 •	ACCESS information on the latest tools, trends, technologies and strategies                        date will be subject to the current rate. Full Payment must be received 14 days prior to the event or
              	 •	NETWORK with industry leaders and PaymentsSource editors & subscribers                             your registration will automatically be cancelled. Registrations with declined or invalid credit cards
              	 •	SHARE ideas and HEAR success stories from industry executives                                      will not be processed.
              	 •	MEET face-to-face with potential customers, understand their needs better, and                     Substitutions and Cancellations:
                  develop business relationships with them                                                           Substitutions may be sent at any time. All cancellations must be submitted in writing within 90
              	 •	PARTICIPATE in speaker and advisory boards shaping the future of the marketplace                   days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50%
              	 •	GATHER industry research and feedback                                                              off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee
                                                                                                                     but allow one admittance to a future SourceMedia event to be used in the same year. No refunds
              	 •	POSITION, BRAND & PROFILE your firm at the most prestigious meeting place of the
                                                                                                                     or letters of credit are available later than the event Cut Off Date (14 Days prior to start date).
                  year by contacting Maura Parrish
              To find out how to customize a sponsorship/exhibit package which is most appropriate for               Discounts:
              your institution, please contact Maura Parrish                                                         All discounts are for new registrations only and cannot be applied to registrations submitted prior
                                                                                                                     to receiving a discount offer. No refunds will be made. Discount offers cannot be combined.
                    Tel: 212-803-6563

                             | 800.803.3424                                                   | 800.803.3424

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