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)

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)

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

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

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.

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

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

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

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

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

Tuesday, July 14

08:30 AM

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

ODFI Warranties, Roles & Responsibilities

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

Faster Payments

Payment Networks

Risk, Regulatory, Compliance & Legal

Sandy Ortins, AAP, APRP, NCP

VP, EFT Services

Paysign, Inc.

Board of Regents Member

08:30 AM

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

Payment Systems Law

Event

Payments Institute

Track

General Knowledge

Payment Networks

Risk, Regulatory, Compliance & Legal

Scott Jones

Partner

Adams & Reese, LLP

08:30 AM

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

The Evolving IAT: Upcoming Changes and Cross-Border Impact

Event

Payments Institute

Track

Payment Networks

Risk, Regulatory, Compliance & Legal

Amy K. Morris

Senior Director, ACH Network Rules

Nacha

09:45 AM

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

You Down With OBB? (Open Banking Basics)

Event

Payments Institute

Track

Open Banking, Payments Innovation & Technology

Payment Networks

Brian Dao, AAP

Vice President, Business Development and Government Relations

EPCOR

Shawn Princell

Co-Founder/Board Member

ValidiFI

01:30 PM

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

Part 2: Foundations of Faster Payment Networks (RTP, FedNow, Same Day ACH)

Event

Payments Institute

Track

General Knowledge

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

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

Originator Warranties, Roles & Responsibilities

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

Payment Networks

Risk, Regulatory, Compliance & Legal

Sandy Ortins, AAP, APRP, NCP

VP, EFT Services

Paysign, Inc.

Board of Regents Member

04:00 PM

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

Identity in Motion: Authentication in the Age of Faster Payments

Event

Payments Institute

Track

Faster Payments

Payment Networks

Risk, Regulatory, Compliance & Legal

Ravi Bijlani

Founder & CEO

KYXStart

Dr. Monte Ward, AAP, CISM, CRCM

EVP, Bank Operations

MIDFLORIDA Credit Union

04:00 PM

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

When the Flow Breaks: Exceptions, Failures, and Recovery in Faster Payments

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

Payment Networks

Carmen Murphy AAP, AFPP, APRP

Senior Vice President, Education and Events

WesPay

04:00 PM

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

Name that Regulation!

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

General Knowledge

Payment Networks

Michele Barlow, AAP, AFPP, APRP, NCP

Executive Vice President

PaymentsFirst, Inc.

Board of Regents Member

Wednesday, July 15

08:00 AM

Wednesday, 08:00 AM - 09:00 AM (1 hour)

Speed Has a Price: Managing Liquidity in Faster Payments

Event

Payments Institute

Track

Faster Payments

Payment Networks

Risk, Regulatory, Compliance & Legal

Faculty To Be Determined

09:15 AM

Wednesday, 09:15 AM - 10:30 AM (1 hour 15 minutes)

Intermediate Exceptions: Spilling the Tea and Finding Solutions

Event

Payments Institute

Track

Accreditation Prep (AAP, APRP, AFPP)

General Knowledge

Payment Networks

Michele Barlow, AAP, AFPP, APRP, NCP

Executive Vice President

PaymentsFirst, Inc.

Board of Regents Member

09:15 AM

Wednesday, 09:15 AM - 10:30 AM (1 hour 15 minutes)

Government Impact on the Payments Space: What They’re Saying vs. What You’re Doing

Event

Payments Institute

Track

Payment Networks

Risk, Regulatory, Compliance & Legal

Jessica Perkins, APRP

Enterprise Risk Assessment

Lead Bank

Board of Regents Member

09:15 AM

Wednesday, 09:15 AM - 10:30 AM (1 hour 15 minutes)

Writing a Rule: From Idea to Implementation

Event

Payments Institute

Track

Payment Networks

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

Executive Vice President

NEACH

Payments Institute Courses

Monday, July 13

Tuesday, July 14

Wednesday, July 15