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The New England Chapter of TAWPI serves Massachusetts, Maine, New Hampshire, Vermont, Rhode Island and northern Connecticut.
Annual Chapter Dues: $35
Upcoming Chapter Webinar
The Board of the NE Chapter would like to invite you to participate in a webinar next Thursday, April 10th at 3:00pm (EST). During the webinar, we will ask for your feedback on the following topics:
- Discussion/approval of our next meeting date and venue
- Meeting formats (Town Hall, Roundtable, expert panel etc.)
- Suggested topics of interest for the meeting (A/P automation, EOB processing etc.)
- What you expect from your chapter
- Member feedback and suggestions
- Sponsorship opportunities
To register for this webinar, please follow this link: https://www1.gotomeeting.com/ojoin/315674595/1423938.
The 2007 Expo and Forum was a great success and we look forward to building on that momentum in the coming months and years. If you cannot attend the webinar on April 10th, please forward any suggestions or comments to me and I will get them to the other Board members.
As a way of saying “thank you”, we will mail a complimentary memory stick to the first 25 members who sign up and attend our next meeting.
January 25, 2007
Click here for Presentation from the Fed Reserve
Update on Check 21, Electronic Payments and Beyond
TAWPI revisited the Federal Reserve Bank of Boston to learn about the latest progress in electronic payments and deposits (Check 21 & non-Check 21), ATM technologies, ARC, and new back office applications.
In addition, representatives from Citizen’s Bank and bank services provider COCC informed us about the new customer services they will be offering as the Fed broadens it support of check imaging and other electronic bank services.
Speaker Bios:
Michael Stewart, Senior Account Executive and Check 21 Product Specialist,
Federal Reserve Bank of Boston
Over the course of the past five years he has held various positions in the Bank's Public and Community Affairs Department, the Federal Reserve Banks' Retail Payments Office and Business Development and Customer Services. Currently, he works with clients providing technical sales support and serves as a consultant on Check 21 product strategy and implementation.
Elizabeth M. Lindstrom, Vice President,
Citizens Bank
Currently, Elizabeth "Libby" Lindstrom is the Remote Deposit Service Product Manager at Citizens Bank. She began her banking career at BayBank in 1991. Prior to joining Citizens Bank and Charter One, she most recently was the Director of Cash Management at Commerce Bank & Trust where she led the Bank's Image Exchange initiatives which included rolling out their Remote Deposit Service.
Joseph D. Lockwood, Senior Vice President and Chief Technology Officer,
COCC
Mr. Lockwood is responsible for the quality of COCC's technical operating environment as well as the company's technology plans. Drawing upon his deep knowledge of networks, information security, operations management, and bank technology, he managed COCC's migration from a legacy mainframe system to the company's current client/server open platform. Mr. Lockwood speaks frequently to trade associations about technology issues and how financial institutions can best manage them.
November 16, 2007
Datamatics Technologies, Ltd.
Burlington, MA 01803
Datamatics hosted the November 16 New England Chapter meeting. The meeting started with the New England chapter business meeting. A business and treasurers report was read followed by elections.
A proposed slate was presented and Susan asked for any additions. There being none, the slate was approved, seconded and unanimously passed by the members present. The new officers for the New England Chapter, serving a two year term beginning January 1st, 2006 are:
Slate of Officer Nominees
(A two - year term from January 1, 2007 to December 31, 2008):
President: Arthur Gingrande, IMERGE Consulting
Vice President: Paz Kahana, CharacTell Ltd.
Treasurer: Cheryl Salemy, SPI-Mist
Secretary: Susan Lucek, Lucek Integrated Marketing Svcs
Slate of Directors Nominees
(A two - year term from January 1, 2007 to December 31, 2008):
Director: Paul Cragin, G&D America
Director: Patrick Sheridan, Verizon Communications
Director: John Stanton, Cash Management Services
Director: Hank Veloza, BancSource
Following the elections Vishal Bhavsar from Datamatics gave a presentation focusing on Business Process Outsourcing / IT Enabled services, Back Office Processing Services, Data and Content Management, - Software development / practice activities, Document Management & workflow, Data Warehousing & Business Intelligence and Data Migration. He then led us on a tour of Datamatics facilities.
After lunch, Mr. Roni Boker, Orbograph reviewed key trends in the field of remote data entry, “off-shoring,” data security, and advances in related key technologies.
Lastly, Ray Graber from Graber & Associates gave an interesting presentation on "Outsourcing - Who Needs it, Who wants it?". Download presentation.
The meeting adjourned at 2:30pm.
May 4th, 2007 COCC
Sponsored by Eastman Kodak Company
Implementing Image Exchange
Chapter meeting was held at COCC in Avon, Connecticut.
What is it like to actually run an end-to-end image process, from teller line to customer statement? COCC, the largest check image processor in Connecticut, described the full image process in a live production environment, and presented practical solutions to the real world issues of image quality, balancing, branch workflow implications, and substitute checks.
Attendees also heard from George Santos from Kodak. George facilitated a look at the big picture of distributed document image capture with illustrations from the distributed check imaging application. The agenda covered (a) Distributed Image Capture Business Drivers (b) Distributed Capture Challenges, (c) Technology Enablers and Innovation, (d) Partner selection considerations, and (e) Kodak credentials and New Check Scanning Solutions Overview.
Download presentation.
Next, Jim McNealy and Michael Stewart from the Federal Reserve presented an enlightening look at the state of the industry in terms of Check 21 and ARC.
In addition to this enlightening presentation, this meeting included a site tour at COCC, a short business meeting and a networking lunch.
Speaker Bios:
Joseph D. Lockwood
Senior Vice President and Chief Technology Officer, Mr. Lockwood is responsible for the quality of COCC’s technical operating environment as well as the company’s technology plans. He speaks frequently to trade associations about technology issues and how financial institutions can best manage them.
Betsy Didan
Betsy Didan is responsible for COCC entire check processing operation, including daily processing of 400,000 items, implementation of the company’s image exchange services, and development of new image processing services going forward. Ms. Didan brings 31 years of experience with check processing, cash management operations, and wholesale lockbox at some of the largest institutions in New England.
George Santos
George joined Kodak in July 2005 and is responsible for launching Kodak's Check Imaging Solutions. Previously, George was a Senior Sales Executive for Unisys in their remittance solutions and outsourcing group. During his 6 years at Unisys, he played a vital role in launching Unisys' Remittance Process Outsourcing business. Prior to Unisys, he worked with AT&T for over 15 years in a variety of sales and marketing roles.
April 11, 2007
Your Tax Dollars at Work
Attendees watched how the MASS DOR processes tax returns and heard experts discuss the state-of-the-art in data capture. The agenda included presentations, a facilities tour, lunch and networking opportunities
Event Sponsors:
- Datacap
- Kodak and Inception Technologies (an authorized Kodak Imaging reseller)
Presentations:
- The New England Automated Clearing House (NEACH) spoke on the latest in the field of ACH payments, products, and services that are available to interested parties.
- Mr. David Wright, ImageScan and a designated speaker from Datacap - surveyed tax processing and other key applications using advanced form processing software.
- Massachusetts DOR facilities tour - The Department presented its tax and remittance processing system and strategy, and lead a tour of its processing facility.
March 16th, 2006 Westing Hotel, Waltham
Enterprise and Key Trends in Input Management
Keynote Presentation: “THERE’S NO CRYING IN INPUT MANAGEMENT!” Baseball Strategies for Winning the Implementation Game -
By Steve Weissman, President, Kinetic Information LLC
Just as there’s more to winning baseball games than scribbling names on a lineup card, so there is more to successfully implementing an enterprise input management system than buying scanners and routing images plus other content. This rollicking keynote presentation tapped into presenter Steve Weissman’s decades of experience as both a software industry analyst and an author/researcher/radio personality in the world of baseball. Attendees had fun exploring the subtleties of thinking that go into building championship teams and effective solutions; when they left, they were prepared to wring maximum total value from the technologies they deploy.
Guest Speaker: Business Process Outsourcing
By Paul Yantus, President and CEO, Scan-Optics, Inc.
Yantus filled us in on how BPO and other lines of business are major factors in the new future of our industry. Yantus gazed into his crystal ball and offered us business insights and prognostications for the year 2006.
Guest Speaker: Challenges in Electronic Records Management by Terry Menta, Partner, IMERGE Consulting
Emails, documents, spreadsheets, IMs, faxes, reports, case notes, images,Web pages, voice mails, contracts, presentations... whether your organization is large or small, there's no escaping the barrage of electronic information.
Properly managed, records are strategic assets. Improperly managed, they can become liabilities. Electronic records
management (ERM) requirements aren't new. What is new is the impact of an ever increasing volume of electronic
documents on the business process, documents that must be included for ERM to have relevance and legitimacy.
Discover some real world solutions and best practices for managing your ERM challenges in the face of government
compliance requirements from expert Terry Menta.
Panel Discussion: Document Systems Integration,
The Opportunities for Process Improvement
A compelling group of panelists discussed the advances in content management tools, the consolidation in the market, and the ways these systems can now be used for maximum advantage.
Moderator: Dan Bolita, ICP
Panelists: Doug Henschen, Intelligent Enterprise Magazine
Terry Menta, Partner, IMERGE Consulting
Steve Weissman, Kinectic Information LLC
With attendance averaging around 50 attendees over the past three meetings, sponsoring a TAWPI New England Chapter meeting should be an automatic part of your marketing budget! So get in touch with us soon if you're interested in signing up your company as a sponsor for our next meeting. Anyone interested in speaking at or sponsoring a meeting, should contact Jane Souza at jsouza@tawpi.org.
New England Chapter Board
Acting President J&B Software (603) 673-0249 |
Vice President |
Secretary |
Treasurer |
Directors:
Paul Cragin, G&D America Patrick Sheridan, Verizon Communications John Stanton, Century Bank Hank Veloza, BancSource
The New England Chapter of TAWPI serves Massachusetts, Maine, New Hampshire, Vermont, Rhode Island and northern Connecticut. Site tours and regular presentations are held throughout New England. For information on meeting schedules, sponsoring, and speaking please contact President,
John Stanton J&B Software, (603) 673-0249 or johns@jbsoftware.com
Annual Chapter Dues: $35
Be sure to check out the slide show!
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