Sessions Agenda | Payments Institute

All times are listed in Central time.

Monday, July 13

08:30 AM

Monday, 08:30 AM - 09:30 AM (1 hour)

ACH Network Fundamentals

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

General Knowledge

Payment Networks

Katie Penoyer, AAP, APRP, CTP

VP/Treasury Services

CNB Bank

Board of Regents Member

Jeffrey Pettine, AAP, AFPP, APRP, NBE

Payments Risk Analyst/National Bank Examiner

Office of the Comptroller of the Currency

08:30 AM

Monday, 08:30 AM - 09:30 AM (1 hour)

Who’s Accountable for Payments? Designing Ownership and Control

Event

Payments Institute

Track

General Knowledge

Payment Networks

Christopher E. Richards, APRP, CAFP

First Executive Vice President, Chief Banking Services Officer

Cape Cod Five Cents Savings Bank

Board of Regents Member

Jennifer A. Miller, AAP, APRP, NCP

Co-owner

AJM Ventures, LLC

Board of Regents Member

08:30 AM

Monday, 08:30 AM - 09:30 AM (1 hour)

Paving Your Way in Payments

Event

Payments Institute

Track

General Knowledge

Lawrence F. Fatima

Executive Director, ACH/AVS Product Management

Wells Fargo

TPI Dean

08:30 AM

Monday, 08:30 AM - 09:30 AM (1 hour)

Stablecoins 101: Understanding Digital Value and Real-World Settlement

Event

Payments Institute

Track

Open Banking, Payments Innovation & Technology

Tara Edmonds

Senior Vice President, Enterprise Payments Strategy Leader

South State Bank

09:45 AM

Monday, 09:45 AM - 11:00 AM (1 hour 15 minutes)

Exploring Payment Systems Regulations

Event

Payments Institute

Track

General Knowledge

Risk, Regulatory, Compliance & Legal

Sandy Ortins, AAP, APRP, NCP

VP, EFT Services

Paysign, Inc.

Board of Regents Member

Michele Barlow, AAP, AFPP, APRP, NCP

Executive Vice President

PaymentsFirst, Inc.

Board of Regents Member

09:45 AM

Monday, 09:45 AM - 11:00 AM (1 hour 15 minutes)

Next Gen Payments: Meeting the Needs of a Changing World

Event

Payments Institute

Track

Front Line Applications for Corporates

Open Banking, Payments Innovation & Technology

Master’s Program

Jessica Perkins, APRP

Enterprise Risk Assessment

Lead Bank

Board of Regents Member

09:45 AM

Monday, 09:45 AM - 11:00 AM (1 hour 15 minutes)

Risk for All Payment Types

Event

Payments Institute

Track

Faster Payments

Payment Networks

Risk, Regulatory, Compliance & Legal

Christopher E. Richards, APRP, CAFP

First Executive Vice President, Chief Banking Services Officer

Cape Cod Five Cents Savings Bank

Board of Regents Member

Jessica Lelii, AAP, AFPP, APRP, NCP

Director of Education

PaymentsFirst, Inc.

09:45 AM

Monday, 09:45 AM - 11:00 AM (1 hour 15 minutes)

What’s Emerging Now: Technology Shaping the Next Phase of Payments

Event

Payments Institute

Track

Open Banking, Payments Innovation & Technology

Payment Networks

Dr. Monte Ward, AAP, CISM, CRCM

EVP, Bank Operations

MIDFLORIDA Credit Union

11:15 AM

Monday, 11:15 AM - 12:30 PM (1 hour 15 minutes)

RDFI Warranties, Roles & Responsibilities

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

General Knowledge

Carmen Murphy AAP, AFPP, APRP

Senior Vice President, Education and Events

WesPay

11:15 AM

Monday, 11:15 AM - 12:30 PM (1 hour 15 minutes)

Governance, Policy or Procedure: You Make the Call

Event

Payments Institute

Track

Risk, Regulatory, Compliance & Legal

Christopher E. Richards, APRP, CAFP

First Executive Vice President, Chief Banking Services Officer

Cape Cod Five Cents Savings Bank

Board of Regents Member

11:15 AM

Monday, 11:15 AM - 12:30 PM (1 hour 15 minutes)

Build, Buy, or Partner? Navigating Fintech Solutions in the Payments Ecosystem

Event

Payments Institute

Track

Open Banking, Payments Innovation & Technology

Payment Networks

Risk, Regulatory, Compliance & Legal

Jennifer A. Miller, AAP, APRP, NCP

Co-owner

AJM Ventures, LLC

Board of Regents Member

Michelle Yates

Senior Director, Non-Financial Risk Governance & Program

Pinnacle Financial Partners

Board of Regents Member

11:15 AM

Monday, 11:15 AM - 12:30 PM (1 hour 15 minutes)

Press Send: What Origination Changes for Your Customers

Event

Payments Institute

Track

Faster Payments

Payment Networks

Master’s Program

Bridget Hall

Leader of Real-Time Payments, Americas

ACI Worldwide

Board of Regents Member

01:30 PM

Monday, 01:30 PM - 02:30 PM (1 hour)

Stablecoin Rules & Reality: The GENIUS Act, CLARITY, and Beyond

Event

Payments Institute

Track

Front Line Applications for Corporates

Open Banking, Payments Innovation & Technology

Master’s Program

Jennifer Aguilar, APRP

Counsel

Alston & Bird LLP

01:30 PM

Monday, 01:30 PM - 02:30 PM (1 hour)

Check Yourself: The Evolving Landscape of Check Fraud

Event

Payments Institute

Track

Payment Networks

Risk, Regulatory, Compliance & Legal

Michele Barlow, AAP, AFPP, APRP, NCP

Executive Vice President

PaymentsFirst, Inc.

Board of Regents Member

01:30 PM

Monday, 01:30 PM - 02:30 PM (1 hour)

The Business of Paying and Getting Paid

Event

Payments Institute

Track

Faster Payments

Front Line Applications for Corporates

Jason Carone, AAP, AFPP, APRP, CTP

Senior Vice President, ACH Product Management

The Clearing House

Board of Regents Member

Debbie Smart, AFPP, CTP, NCP

Senior Product Marketer

Q2 Software, Inc.

Board of Regents Member

01:30 PM

Monday, 01:30 PM - 02:30 PM (1 hour)

Wassup With WSUDs?

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

Risk, Regulatory, Compliance & Legal

Mary Mumper-Morrison, AAP, AFPP, APRP, CAMS, NCP

Director, Education

NEACH

02:45 PM

Monday, 02:45 PM - 03:45 PM (1 hour)

Rules of the Road: Governing Faster Payments

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

Faster Payments

Risk, Regulatory, Compliance & Legal

Jessica Lelii, AAP, AFPP, APRP, NCP

Director of Education

PaymentsFirst, Inc.

02:45 PM

Monday, 02:45 PM - 03:45 PM (1 hour)

Agentic Intelligence: The Next Phase of AI in Payments

Event

Payments Institute

Track

Open Banking, Payments Innovation & Technology

Master’s Program

Joseph Casali, MBA, AAP, AFPP, APRP, NCP

Executive Vice President

NEACH

02:45 PM

Monday, 02:45 PM - 03:45 PM (1 hour)

The Art of Nacha Rules Compliance

Event

Payments Institute

Track

Risk, Regulatory, Compliance & Legal

Mary Mumper-Morrison, AAP, AFPP, APRP, CAMS, NCP

Director, Education

NEACH

02:45 PM

Monday, 02:45 PM - 03:45 PM (1 hour)

Introduction to Exceptions

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

Sandy Ortins, AAP, APRP, NCP

VP, EFT Services

Paysign, Inc.

Board of Regents Member

04:00 PM

Monday, 04:00 PM - 05:00 PM (1 hour)

Part 1: Foundations of Payment Networks (ACH, Card, Check, Wire)

Event

Payments Institute

Track

Payment Networks

Jason Carone, AAP, AFPP, APRP, CTP

Senior Vice President, ACH Product Management

The Clearing House

Board of Regents Member

Debbie Smart, AFPP, CTP, NCP

Senior Product Marketer

Q2 Software, Inc.

Board of Regents Member

04:00 PM

Monday, 04:00 PM - 05:00 PM (1 hour)

Let's Settle This

Event

Payments Institute

Track

Faster Payments

General Knowledge

Payment Networks

Amy K. Morris

Senior Director, ACH Network Rules

Nacha

04:00 PM

Monday, 04:00 PM - 05:00 PM (1 hour)

Ripped from the Headlines: Hot Takes in Payments

Event

Payments Institute

Track

Payment Networks

Jennifer Aguilar, APRP

Counsel

Alston & Bird LLP

Scott Jones

Partner

Adams & Reese, LLP

Jennifer A. Miller, AAP, APRP, NCP

Co-owner

AJM Ventures, LLC

Board of Regents Member

Carmen Murphy AAP, AFPP, APRP

Senior Vice President, Education and Events

WesPay

Jessica Perkins, APRP

Enterprise Risk Assessment

Lead Bank

Board of Regents Member

Shawn Princell

Co-Founder/Board Member

ValidiFI

Peter Tapling, AFPP, APRP

Managing Director

PTap Advisory, LLC

Board of Regents Member

04:00 PM

Monday, 04:00 PM - 05:00 PM (1 hour)

Speed, Finality, and Choice: Wires vs. Instant Payments

Event

Payments Institute

Track

Faster Payments

Payment Networks

Tara Edmonds

Senior Vice President, Enterprise Payments Strategy Leader

South State Bank