9:00 am CT

Virtual Check-in & Housekeeping Items

9:15 am CT

Welcome Message & Opening Remarks
Laura Steele - President & CEO, ePayResources
Greg Schwem, Master of Ceremonies, Corporate Comedian

9:45 am CT

SHIFT: Banking Focus – The Challenger Bank Model
Ron Shevlin, Managing Director of Fintech Research, Cornerstone Advisors
Challenger banks, also known as neobanks and digital banks, use technology to be more accessible and innovative than traditional institutions, often with greater emphasis on an app than on brick and mortar.  These disruptors appeal to different groups of consumers with services that typically include better interest rates, better debit card rewards, and better personal financial management tools.  Attend this session to learn how and why challenger banks are succeeding in the U.S. 

10:45 am CT

SHIFT: Customer Focus - How Financial Institutions Responded in a Time of Need
Lisa Coffey, Chief Innovation Officer, Corporate America Credit Union
Lonnie C. Talbert, President & Chief Operating Officer, Southwest Capital Bank
Our financial institutions panelists share how they are leveraging their online banking platforms during the pandemic to drive growth while meeting their customers’ evolving loan and payments needs. 

11:35 am CT

SHIFT: Banking Focus – The Shifting Economy
Fred Eisel, Chief Investment Officer, Vizo Financial
2020 is a year that students of economics will study for years to come. Fred joins us to provide a high-level analysis of the state of the U.S. economy, including the impacts of the pandemic and the presidential election and whether this is a false market.

12:05 pm CT

Lunch Break / Engagement Hub Networking

1:05 pm CT

SHIFT: Payments, Customers, and Banking Focus - The Long-Term Effect of COVID-19 on Payments
Moderator: Peter Davey, SVP, Innovation, The Clearing House
Panel: Tina Giorgio, President & CEO, ICBA Bancard & Vice Chair, TCM Bank, N.A.
Avery Miller, Head of Issuer Strategy & Partnership Development, Paypal
Matt Friend, Vice President, Global Real-time Strategy, VISA
The COVID-19 pandemic has brought into focus the critical need for digital first technologies, especially those within the payments space.  Contactless, real-time, and other electronic payments are all top of mind for companies as they adjust to the new normal.  Our panel of experts will talk about what they are seeing in the industry now and some of the trends to come.

1:55 pm CT

SHIFT: Payments, Customers, and Banking Focus - Executive Perspectives Breakout Discussions
Moderator: Tim Quisenberry, EVP, Member Services, ePayResources & President, ePayAdvisors
Hosted by sponsors, speakers, and ePay staff
After a morning of discussing strategies around Banking, Payments and Customers, join the subject matter experts to discuss how to make these strategies practical for your financial institution including discussion on how to make the case to the C-Level and your Board.

SHIFT: Payments Focus - The State of Payments
Scott Harkey, Chief Strategy Officer & Head of Payments, Levvel
For a while now, all eyes in the industry have been on faster payments, but none of us could completely foresee the impact of the pandemic, including the exponential increase in fraud.  Scott will provide an overview of the “new normal” in the payments space; the state of faster payments, including Same Day ACH, RTP, and FedNow; and speculation on the remaining lifespan of wires and checks. 

Closing Remarks & Social Hour
Peter Davey, The Clearing House, Conference Chair
Greg Schwem, Master of Ceremonies, Corporate Comedian