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DateBook                               Inspiration






 Informa Ltd.  Vacation-proofing your payments business
 Finovate Fall

 Highlights: Hosted in the Big Apple, Finovate Fall promises to gather over 2,000 decision-makers from more
 than 1,000 banks and investors, featuring over 65 demos and more than 125 speakers. The event will include
 discussions on several key topics, including how fintech is set to transform customer experience and how finan-
 cial services providers can thrive in a hyper-personalized landscape.
 Additional talks will cover consumer trust, the impact of the CFPB’s Open Banking rule 1033 on the banking
 industry, customer centricity, the wealthtech market, artificial intelligence, omnichannel customer experience,
 open banking, buy now pay later, alternative assets, real-time payments, and risk management, among others.


 When: Sept. 8 – 10, 2025
 Where: The Marriott Marquis Times Square, New York
 Registration: https://informaconnect.com/finovatefall/purchase/select-package



 Money 20/20
 Money20/20 USA
 Highlights: Moving money across the globe comes with its fair share of technological and regulatory chal-
 lenges, but that also means there’s room for opportunities. That’s why Money20/20 exists. This is where the
 most influential leaders (one in three are C-suite) in banking, payments, tech, retail, policy, startups, financial
 services and more come to explore the future of money and get business done.
 Attendees can expect keynote speeches, panel discussions, and networking opportunities designed to foster   ummer is a time to recharge—but ISOs, mer-  • If you’re filling in, take initiative early. Review the
 innovation and collaboration in the financial ecosystem. The event promises to help you gain exclusive industry   chant level salespeople, payment processors,   vacationing person’s accounts and tasks  at least  a
 knowledge and grow your business, your way whether that’s connecting with potential partners, generating   and the broader ecosystem of equipment and   week before they leave. Schedule a check-in to clari-
 new leads or closing deals.  S software vendors, security providers, VARs,   fy responsibilities and discuss potential curveballs.
                                                                      Document what you learn—your future self (and
        ISVs and more, business doesn’t stop when the sun’s out
 When: Oct. 26 – 29, 2025  and the beach beckons. With vacations looming, smart   your coworker) will thank you. And don’t hesitate
 Where: The Venetian Resort, Las Vegas   planning can ensure operations continue smoothly, cli-  to ask questions while the person you're temporar-
 Registration: https://us.money2020.com/pass-picke  ents remain supported and teams return refreshed. Here   ily replacing is still available.
        are some tips:
                                                                    • Sole proprietors face unique challenges. Consider
            • For managers, the key is preparation and communi-       informing clients in advance and framing time off
              cation. As soon as possible, map out likely vacation    as part of your long-term sustainability. Most will
              dates and identify potential coverage gaps. Cross-      respect your boundaries. Schedule vacations dur-
              train staff  early  and assign  backup  responsibili-   ing slower periods if possible, automate key pro-
              ties in advance. To ensure continuity, encourage a      cesses, and explore temporary coverage through
              “buddy system” where team members shadow each           trusted peers or virtual assistants. Even a brief auto-
              other prior to absences.                                responder that manages expectations can preserve
                                                                      client relationships.
 Green Sheet is always happy to promote your shows, please send us your press releases   Set realistic expectations and empower temporary
              leads to make timely decisions. When your people   With thoughtful planning and open communication, it’s
              know the plan, they can relax—and perform—with     possible to balance your need for rest while also taking
 and we will add you to our events calendar and are open to sponsorship exchanges.  confidence.  care of your work duties—keeping your business strong
                                                                 while making space for joy, connection and renewal.
 Email us at events@greensheet.com or send inquiry to kat@greensheet.com.  • If you’re going on vacation, make things easy for
              those stepping in. Draft a clear handoff document
              outlining current projects, client quirks, key dead-
              lines and emergency contacts. Update shared calen-
              dars and project trackers so colleagues don’t waste
              time figuring out what’s what. And set your out-
              of-office message to route urgent issues to the right                Kate Gillespie, President and CEO
              contacts. A little forethought will help your team-
 Visit www.greensheet.com/datebook.php for more events and a year-at-a-glance event chart.  mates shine—and lets you truly disconnect.



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