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March 2 - 4, 2009
Hyatt Regency Pier Sixty-Six, Fort Lauderdale, FL
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BONUS! |
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TAWPI’s Payments Automation: Beyond Capture & Clearing advances new thinking on payments solutions and best practices. The conference agenda explores the emerging payments mechanisms that may impact operations, IT and product management for service providers and end-users alike. Industry experts will examine the challenges, opportunities and business drivers for implementing emerging payments automation technologies and processes. Through panel discussions, expert presentations and interactive roundtables, you will learn best practices in payments capture and clearing:
- Distributed Capture Models
- Electronic Check Conversion
- Payment Fraud Issues
- Insourcing/Outsourcing Considerations
- Check Image Exchange
- Payments Convergence
- Corporate/Merchant Capture
The conference sessions will provide actionable ideas and information on the latest technologies and processes that will help payments professionals deliver business value to their organizations.
Who Should Attend
This event is specifically designed for any operations or management professional involved with accounts receivable, payment processing or cash management. You should attend if you are a mid- to senior-level professional from a:
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Sponsor/Exhibit
Highly visible sponsorship/exhibiting opportunities are available.
Contact Jason Glass jglass@tawpi.org for more information.
Hotel Accommodations
Hyatt Regency Pier Sixty-Six
| 2301 S.E. 17th Street, Fort Lauderdale, FL 33316 Tel: 954-525-6666 Fax: 954-728-3541 http://www.pier66.hyatt.com/hyatt/hotels/index.jsp |
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TAWPI has reserved a limited block of rooms at the special rate of $239 single/double occupancy. For reservations, please call 800-327-3796. Be sure to reference “The Association for Work Process Improvement (TAWPI)” when you make your reservation. This rate is available on a first-come, first-served basis until February 2, 2009.
To make your hotel reservations online click here.
Participate in this conference
and earn ICP renewal credits.
Registration Information
Full registration includes all education sessions, meals and events
on March 3 and 4.
Registration Fees:
PCC Council Members |
TAWPI members |
Non-members |
$449 |
$549 |
$649 |
Cancellations requests for any reason must be made in writing via email to tyermakov@tawpi.org or via fax to 617-521-8675. You will receive a 100% refund until 2/2/09 less $100 processing fee. Refunds will be issued in the manner in which they were paid. Substitutions will be allowed when submitted in writing and a $50 processing fee will apply.
Preliminary Conference Agenda
MONDAY, MARCH 2, 2009
5:30 – 7:00 pm
Registration and Welcome Reception
TUESDAY, MARCH 3, 2009
8:30 – 9:00 am
Registration and Continental Breakfast
9:00 – 10:00 am
Opening Keynote Address
The Future of Payments: The Convergence of Infrastructure, Channels and the Consumer Experience
Stephen Reade, VP of Global Payments, Online, Mobile and Managed
Hosting-Services, NCR Corporation
The Payments Industry is continuing to undergo major changes as the push to virtualization accelerates across all forms of payments and channels....paper transactions become increasingly digitized and payment methods such as online commerce gain greater customer adoption. Consumers want more, pushing businesses and financial institutions to introduce new solutions and payment products and services faster and more often to retain their business than ever before. The rapid creation and increasing acceptance of powerful, new consumer technologies is bringing another wave of change as the payments market converges and further drives 'multi-channel optimization' with emerging technologies and channels such as mobile and online. For financial, retail and consumers, digital transactions are opening up a new vast array of new opportunities for new products, payment types and processes that organizations need to be keeping on their business radar.
10:00 – 10:15 am
Refreshment Break
10:15 – 11:00 am
Making Payments Convergence Pay
Michael Reagan, Managing Director, Global Payments Consulting,
CheckFree, now part of Fiserv
With electronic payments overtaking checks as the payment method of choice, the topic of ‘payments convergence’ has leapt from theory to reality. Financial institutions and businesses are working to achieve efficiencies through seamless, integrated convergence of evolving payment processes, but how will we get from here to there? This session will explore the challenge of payments convergence across several areas:
- Leveraging existing payment systems vs. reinventing or replacing them
- Eliminating redundant operational services across multiple payments channels
- Routing payments based on business intelligence
- Creating a flexible environment for an enterprise view of payments
- Executing payments convergence solutions faster, with less integration and customization effort
11:00 – 11:30 am
Refreshment Break
11:30 – 12:30 pm
Distributed Capture: Trends, Opportunities & Challenges
Steve Buchberger, Senior Vice President, WAUSAU Financial Systems
Micki Burciaga, VP & Product Manager - Desktop Deposit, Wholesale Internet
& Treasury Solutions, Wells Fargo
Mary Hockridge, Executive VP, NetDeposit
Bob Meara, Senior Analyst, Celent
This interactive panel discussion features insight and advice from prominent solutions and services providers. During the session, attendees will gain a better understanding of the latest technologies and strategies for distributed capture, payments automation and receivables management. The main focus of the discussion will be to detail the most important technologies shaping the capture market and the key trends and innovations that are changing the way information is captured, processed, managed and delivered.
12:30 – 2:00 pm
Lunch and Vendor Showcase
2:00 – 2:45 pm
Concurrent Sessions
Making a Case for an In-House Image Exchange Network
Mario Villarreal, President and COO, US Dataworks
Larry Taft, First Vice President, Midwest Independent Bank
This case study presentation will discuss the business case and implemen-tation plan Midwest Independent Bank developed to establish its in-house image exchange network. Topics will include the opportunities and goals of creating the network, the technology and process options available, the operational challenges of implementing an in-house image exchange network, the benefits of the project, and MIB's future plans.
Driving Operations Savings and Enhanced Customer Service Through Image-Enabled Lockbox Processing
Brian Bubb, Tucson Electric Power
Lesa Brooks, General Mngr., Data Capture Services Group, West Region, CDS
During this case study presentation, Tucson Electric Power (TEP) will share the payments processing business challenges that the company’s business presents; the process it went through in selecting a lockbox processing provider; how it is leveraging check imaging and Check 21 to drive operational efficiencies and enhanced customer service; the benefits it has achieved as a result of its lockbox partnership; and its lessons learned.
2:45 – 3:00 pm
Refreshment Break
3:00 – 3:45 pm
Concurrent Sessions
Pros/Cons of Outsourcing
RDC Case Study
3:45 – 4:00 pm
Refreshment Break and Vendor Showcase
4:00 – 4:45 pm
RDC Case Study
4:45 – 6:00 pm
Cocktail Buffet and Vendor Showcase
WEDNESDAY, MARCH 4, 2009
(PCC Council Meeting Begins)
8:00 - 8:45 am
Continental Breakfast and Vendor Showcase
Raffle drawings will be held 8:30 am. You must be present to win.
8:45 – 9:45 am
Keynote Address: Competition and Innovation: New Forces in the World of Payments
(Open to all conference attendees and PCC members)
Danne Buchanan, NetDeposit
9:45 – 10:00 am
Refreshment Break and Vendor Showcase
10:00 – 11:00 am
Emerging Payments: Trends, Opportunities and Threats
(Open to all conference attendees and PCC members)
Scott Peterson, Senior Vice President, Wells Fargo
The session will overview the current payments landscape, highlight major trends in instruments, volumes and marketplaces and then will discuss how these trends offer both opportunities and challenges for the financial institutions and alliance partner. The speaker will also discuss how to develop a plan for matrix payment channel management and manage all the options for best funds availability.
11:00 – 11:15 am
Refreshment Break and Vendor Showcase
11:15 – 12:15 pm
Harnessing the Diversity of Unstructured Data
(Open to all conference attendees and PCC members)
Patricia McGinnis, research analyst, Financial Insights
12:15 – 1:30 pm
Roundtable Luncheon Discussions
Enjoy a light lunch and share operations tips and best practices with fellow payments professionals, industry experts and technology solutions providers.
1:30 pm
Conference Adjourns
Payments Capture and Clearing Council
meeting continues until 5:00 pm
Industry professionals who want to experience a Payments Capture & Clearing Council meeting are invited to be our guest. Send an email to David Nitchman (dnitchman@tawpi.org) to request a guest invitation.
1:30 – 2:15 pm
PCC General Session: Financial Supply Chain Management
2:15 – 2:30 pm
Break
2:30 – 3:15 pm
PCC General Session: Electronic Clearing Alternatives
Phyllis Meyerson, Senior VP, ECCHO
Dan Littman, Federal Reserve Bank of Cleveland
This session will explore the different availability scenarios related to various electronic clearing mechanisms – i.e., Check 21, Image Exchange, ARC, Check-ACH, etc. You’ll hear about the pros and cons of each and learn best practices for deploying them in your organization.
3:15 – 3:30 pm
Break
3:30 – 4:15 pm
PCC General Session
4:15 – 5:00 pm
Networking Reception
Be sure to check out the slide show!
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