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TAWPI 2007 is Paperless!
“The TAWPI 2007 Forums and Expo is an excellent way to get education on imaging, payments automation and forms processing while networking with others in the industry. I wouldn't miss the opportunity!”
–Pat Trombino, Director, Service Operations,
Horizon BlueCross BlueShield of New Jersey
Program Agenda
Please note is subject to change.
Sunday, August 12
| 7:15 am - 3:00 pm |
Shaker Hills Golf Club, Harvard, Massachusetts |
| 8:00 am - 4:00 pm | |
| 10:00am - 12:00pm | |
ACH 201 This workshop reviews the ACH Network and provides a detailed examination of the nuances of the NACHA Operating Rules as they apply to payment origination and receipt, risk management, rules compliance and enforcement, and exception processing. Operational, legal and business aspects are explored and insights into best practices are also shared. Sean Carter, AAP, Director Education & Rules Development, NEACH Essentials for Marketing Remote Deposit Capture Almost 30% of banks that offer remote deposit capture see it as an essential survival strategy. This workshop will teach you how to maximize your investment in remote deposit capture by developing a marketing plan that will help you: target commercial prospects, identify communication channels, create appropriate messaging, and drive commercial customers to your bank. Lisa Collins, Director of Marketing, Alogent Corporation Outsourcing: The Pros & Cons It is only a matter of time before your organization will consider outsourcing. What will be your level of participation? Outsourcing is like any other business endeavor, it has its pros and cons. Share in the outsourcing experience with reviews of several case studies. This workshop will provide a guide of tangible and intangible considerations that should be part of an outsourcing decision process. Stephen McNair, President, FTP Consulting Services, Inc. |
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| 12:00 - 1:30 pm | Interactive Roundtable Luncheon |
These peer-to-peer facilitated discussions are an exclusive opportunity for practitioners to share real world challenges and best practices in payments automation, imaging and forms processing. Attendance is restricted to a limited number of TAWPI members and full forum registrants who register in advance. The roundtables will be facilitated by industry experts who will lead a discussion on solutions to the toughest challenges facing operations professionals today. Attendees will be given an opportunity to pose questions and topics in advance. |
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| 12:00 - 1:30 pm | |
Remittance Mail Advisory Council Special MeetingThe POSTAL SERVICE will be hosting a special REMITTANCE MAIL ADVISORY COUNCIL meeting at the upcoming TAWPI conference in Boston on 8/13. The meeting will include a year-end review of council activities and accomplishments, a discussion of future plans, and an open-call for new members. Conference attendees who are interested in attending the meeting and becoming active council participants should contact Susan Dudley at susan.dudley@usps.gov or (202) 268-7438 by July 25, 2007. Attendance at this special meeting is by invitation only and space is limited. The Remittance Mail Advisory Council was created in February 2005 to provide the Postal Service with strategic recommendations for improving its products/services through a partnership with the remittance industry. |
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| 1:30 - 3:00 pm | Pre-Show Seminars |
Implementing Back Office Conversion Back Office Conversion (BOC) enables retailers and billers to convert eligible checks to ACH debits in the back-office. This workshop focuses on key components of the business case, implementation challenges and customer impact. Terry Stepanik, President & Vice Chairman, US Dataworks, Inc. Best Practices in Payment Processing Changing technologies and regulations have created new challenges and opportunities for payment automation and remittance processing operations. This workshop will explore concepts in payments processing and the various processing methods that are available today and in the near future. The session will include a discussion of key payment/remittance processing approaches - BOC, Remote Deposit Capture, ARC, Check 21, Image Exchange - and a framework for how to apply them in a variety of operations. Through the use of activities, handouts, and group discussions, participants will be encouraged to formulate ideas on how to move their operation forward and take away the resources needed to stay abreast of remittance industry trends. Terri Surratt, ICP, Remittance Technical Trainer, WAUSAU High-Speed Capture, Categorization & Processing Chris Gretchen, Brainware How to Implement a Remote Deposit Automation Solution What happens after your bank makes the strategic decision to adopt remote deposit automation? This workshop provides the tactical information you need to gather the appropriate resources, prioritize your next steps, put your plan into action, and achieve a successful implementation and roll-out for your bank and its remote deposit customers. Chris Carter, Director of Business Solutions, Alogent Corporation Jeanette Pilie, First VP, Product Management, HSBC |
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1:30 - 3:00 pm
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Payments Capture & Clearing Council Meeting |
| 3:30 - 5:00 pm | The Convergence of Payments & Forms Processing - Opportunities & Challenges |
| 5:00 - 7:00 pm |
Sponsored by:
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| 7:30 - 10:30 pm | |
Monday, August 13
Tuesday, August 14
| 7:30 - 9:30 am | Site tour at Fidelity, Norwood, MA |
| 8:30 - 11:30 am | Concurrent Sessions: |
| 11:30 am - 1:00 pm | Lunch in Expo Hall |
1:00 - 2:00 pm Sponsored by
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Postal Service of the Future Keynote Address by Deputy Postmaster General |
| 2:00 pm | Site tour at U.S. Postal Service, Boston |
| 2:00 - 4:15 pm | Concurrent Sessions: |
| 4:15 - 5:30 pm | Expo Hall Closing Reception |
Wednesday, August 15
| 8:00 - 9:30 am | Site tour at John Hancock Signature Services |
| 8:30 - 10:45 am | Concurrent Sessions: |
| 11:00 am - 12:00 pm | Closing General SessionExpert Analysis of the Convergence of Payments and Document Processing |
It’s a Paperless Conference!
Tired of carrying around those bulky session handouts? Wish you had access to all handouts provided at the TAWPI 2007 Forums & Expo – not just the ones you attend? Good news! This year TAWPI 2007 Forums & Expo is paperless – meaning that we will not be publish/distribute session handouts.
All registered attendees will have three ways to access session handouts before, during, and after TAWPI 2007 Forums & Expo:
- Before the meeting, visit http://www.tawpi.org/forum-expo-about2007.html where all handouts submitted by the speakers will be available. We will email you to let you know when they’re available so you can print or download the materials before the meeting.
- Onsite, a limited number of printing stations will be available where you can print the handouts you need.
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After the meeting, handouts will be available at http://www.tawpi.org/forumexpo.html for one month after the closing session, so you’ll have access when you return to the office.
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