Executive Payments Summit


November 14, 2017 | Federal Reserve Bank of Dallas | 7:45 a.m. to 3:15 p.m.

Members: $325 or $275 each for 2 or more from the same company
Non-Members: $375 or $325 each for 2 or more from the same company

See tabs below for more information as it becomes available. Tabs will include information on agenda topics, speakers, hotel/lodging information/ parking at The Fed, sponsorships, and more!

Thank You to Our 2016 Sponsors & Exhibitors! 



EPS Details


Thursday, November 3, 2016

7:45 a.m.

Registration, Exhibits & Continental Breakfast
(Sponsorship Available)

8:30 a.m.

Opening Remarks
Laura Steele - AAP, President & CEO, ePayResources

8:45 a.m.

Key Findings from the Value of Payments Study
Breffni McGuire, Principal, BMCG Consulting
Ms. McGuire will offer insights gleaned from ePayResources’ Value of Payments Study conducted at the end of 2015, which delved into the ways financial institutions are engaging in and thinking about their payments services and strategies. The study showed that, with the many changes taking place in the market, smaller institutions are subject to the same challenges as their larger counterparts, but have fewer resources to leverage opportunity. Nonetheless, payments are important to these institutions and with changes come opportunities, even for the smaller financial institutions. Learn how the findings might benefit your organization.

9:15 a.m.

Same Day ACH – Picking Up the Pace and Stepping Up Our Game
Jane Larimer, Executive Vice President of ACH Network Services and General Counsel, NACHA
Steve Ledford, Senior Vice President, Product and Strategy, The Clearing House
Wendy A. Radford, Product Development Liaison, The Federal Reserve Bank of Atlanta

Same Day ACH will have been live for just over a month when you hear from the three organizations that are jointly responsible for the implementation of Same Day ACH across the entire ACH Network. NACHA and both ACH Operators - the Federal Reserve and The Clearing House – will share what they have learned from Phase One, the volume they have experienced, what went well and what could have gone better. The panel will also discuss how to leverage the opportunities that will come with same day debits in Phase Two, and how to be better prepared from the lessons learned with same day credits.

10:15 a.m.

Break and Exhibits(Sponsorship Available)

10:30 a.m.

Real-Time Payments Update
Steve Ledford, Senior Vice President, Product and Strategy, The Clearing House
Real Time Payments (RTP) provide consumers and businesses with the ability to immediately send and receive funds directly from their accounts at financial institutions anytime 24/7/365. RTP represents a new phase of evolution within the United States payments industry, with several key features that differentiate them from current payment methods, specifically speed, value-added messaging capabilities, and immediate availability of transaction status. RTP will provide financial institutions with the functionality and features to innovate for the future. Come hear the latest update on The Clearing House RTP initiative.

11:15 a.m.

Winning the Tug-of-War between Compliance and Innovation
Peter A. Davey, AAP, VP, Payment Strategy & Industry - Enterprise Payments, Capital One
Erin Fonte, Payments and FinTech lawyer, Dykema Cox Smith

Financial institutions of all sizes are struggling to keep up with the changes in the regulatory environment, regulator expectations as well as the pace of innovation happening in the payments and banking industry. Financial institutions struggle with how to prioritize their resources to ensure compliance but still be able to innovate. Our speakers will help you to understand some of the key changes going on in the environment and how to potentially leverage innovation to streamline how you address compliance requirements.

12:00 noon
12:15 p.m.


Luncheon and Keynote Speaker(Sponsorship Available)
PRIORITIES (Security/Fraud)
Confessions of an Identity Thief
Jim Stickley, CEO, Stickley on Security
Jim Stickley has stolen credit cards, hacked Social Security numbers, robbed banks, created fake ATMs, broken into armed government facilities and stolen from teenagers. Fortunately for all victims involved, Jim is a cybersecurity expert with over 20 years in the industry who was hired to perform these attacks by corporations testing their security, and new agencies interested in knowing just how easy it is to commit identity theft. His job is to find security flaws before the real criminals find them and educate people and organizations about what they can do to protect themselves.

Today Stickley is the CEO of Stickley on Security and can be seen throughout the United States where he serves as an entertaining speaker for corporations, security-related conferences, seminars and forums, covering topics that range from basic identity theft to national cyber terrorism.

1:00 p.m.

Exhibits, Dessert and Coffee
Visit with our sponsors and exhibitors to see how they can help your financial institution move forward.

1:30 p.m.

Transformational Changes in Payments - Big Revenue Opportunities
Peter A. Davey, AAP, VP, Payment Strategy & Industry - Enterprise Payments, Capital One
Karen Sasser, CTP, SVP, Manager of Commercial Products and Payments, ZionsBancorporation, Amegy Bank

We learned from the Value of Payments study that many financial institutions view payments products and services as money losers. But things are changing. Learn how payments, including emerging solutions such as Same Day ACH, mobile and others, can meet customer needs and drive your bottom line. By having a more holistic focus on payments and dedicated Payments Strategy, you may be able to offset some of the costs of doing business, especially in light of rising compliance and IT costs surrounding payments. Hear from Karen Sasser the story of Zions' successful journey to profitability in the payments arena. Peter Davey from Capital One will be a co-presenter in this session sharing his perspective on possible new directions in pricing other than the traditional PxV approach. This session is all about positioning your organization to lead the way with payments products and services as significant contributors to the bottom line.

2:15 p.m.

Leading through Times of Change
Rich Oliver, Consultant and Retired Executive Vice President, Retail Payments Office, Federal Reserve Bank
Maintaining profitability in times of change requires an acute focus on detailed, yet nimble, strategic planning. This session will highlight some of the most significant issues that lie ahead and then discuss how to navigate through such a planning process, keeping an eye on potential pitfalls, but focusing on the exciting opportunities ahead.

3:00 p.m.

Closing Comments
Laura Steele, AAP, President & CEO, ePayResources