Executive Payments Summit

Banking, Payments, and Customers: Strategies for the Next Generation!


One day.  Fast-paced.  A program specifically for C-level and senior executives, to drive your strategies forward!

Speed and security.  Innovation and compliance.  How do you balance these often opposing forces as you create a payments strategy that meets customer demands now and in the years ahead?  Spend a day in Dallas with ePayResources and, together, let’s envision the future of the payments industry!

At the 5th annual Executive Payments Summit, you will have access to industry experts who will provide insights about the very challenges you're facing to remain competitive and compliant. Dedicate just one day of your valuable time to gain a fresh perspective about your payments business. Don't miss our keynote session, Envisioning the Future Amid Industry Change, and other timely updates about Same Day ACH, Faster Payments, Real-Time Payments, Regulatory Change, Fraud and Risk, and more!  Specifically, we’ll discuss:

•          Where financial institutions should be focusing their time in the payments space

•          The current state of Faster Payments, and how Same Day ACH is being productized

•          Strategies for addressing risk and fraud in a real-time environment

•          The impact that the new administration could have on banking and payments

•          Why B2B hasn’t gained more traction, and ideas for meeting small business needs

•          What you can look forward to in your financial institution’s future

Attend and find out how an enhanced payments strategy can help drive revenue and become a significant contributor to your organization’s long-term success!

November 14, 2017 | Federal Reserve Bank of Dallas | 7:45 a.m. to 3:30 p.m.

Members & Nonmember: $325 or $275 each for 2 or more from the same company
Breakfast, Lunch, Exhibitor Break, and Dessert Break included.

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

Conference Details


Tuesday, November 14, 2017

7:45 a.m.
First Floor Lobby / Foyer

Registration, Exhibits & Continental Breakfast (Sponsorship Available)

8:30 a.m.

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

8:45 a.m.

The State of Faster Payments
Jordan Wright, Director of Business Development, Q2ebanking

· Is Fast Enough     ·  Availability Without Settlement      · Unmet Needs

9:30 a.m.

Productizing Same Day ACH
Keith Riddle, EVP, Enterprise Solutions Development, Corporate One Federal Credit Union

· Marketplace Applications     · Same Day Debits     · Bank Offerings

10:15 a.m.
Knect Lounge

Break and Exhibits (Sponsorship Available)

10:30 a.m.

What’s Up with the New Administration?
Chip Lynch, Vice President/Southwest Region, Independent Community Banker of America

· Regulatory Change or Not    · Payments & Politics in D.C & Locally

11:00 a.m.

Banking 3.0 – Always On, Tailored and Digital Native
Peter Davey, Vice President Payment Innovation, The Clearing House

Artificial Intelligence     · Use of Technology     · Real-Time

12:00 p.m.
Knect Lounge – Lunch Buffett

12:15 p.m. Southwestern
Room – Keynote Session

Luncheon Keynote Speaker (Sponsorship Available)

Blake Morgan, Founder, Flight Digital

Blake Morgan is a Customer Experience Futurist. Her first book is "More is More: How The Best Companies Work Harder And Go Farther To Create Knock Your Socks Off Customer Experiences." Blake is adjunct faculty at the Rutgers executive education MBA program. Blake contributes to Forbes, the Harvard Business Review and the American Marketing Association. She is the host of The Modern Customer Podcast and a weekly customer experience video series on YouTube.

STRATEGIES: Banking, Payments, and Customers!
Envisioning the Future Amid Industry Change
Last year, 75% of all companies said customer experience was their number one priority (2016 State of Crowdsourced Innovation). But while many business say customer experience is a priority, their actions speak differently. Customer experience often gets lost among a variety of quarterly pursuits. Companies today are not acting quickly enough to improve customer experience. And companies certainly aren’t prepared for the customer of tomorrow. Companies that want to stay relevant must apply more energy, focus, and resources to creating knock-your-socks-off customer experiences than they ever did before. In this session, Blake will address what motivates the modern customer, tie in consumer satisfaction metrics with financial institutions, and what her strategies are for servicing your customers now and into the future. When we talk about the future, technology cannot be left out of the discussion. In this keynote, Blake talks about the modern customer experience with regard to the elements of a modern customer experience technology stack.

1:15 p.m.
Knect Lounge

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.

Addressing Small-to-Mid Size Business Needs
Susan Griffin, Strategic Initiatives Analyst, jack henry & Associates, Inc.

SMB Growth Trends    · Deliver a Better SMB Experience    · Drive Towards Electronification

2:30 p.m.

Strategies for Addressing Fraud & Risk in Real-Time Environments
Rajiv Donde, President, Laru
Todd Aadland, Senior Vice President and Payments Security Strategy Leader, Federal Reserve System

· Industry Coordination     · Insider Scoop     · “Faster” Fraud     · Strategies

3:20 p.m.

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





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Thank You to Our Current 2017 Sponsors & Exhibitors! 


Download Sponsorship Packet!

Become a Sponsor! 

Contact Stephanie M. Tisch, AAP, Director, Event Management & Marketing at stisch@epayresources.org or call 800-475-0585 ext. 1403 to learn more about sponsoring and/or exhibiting!