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Hear more about the adoption of Same Day ACH and Push to Card technologies:

• - Ideal use cases
• - Future innovation

Item Number - LMSR3015

Are you concerned about retaining high-value clients during a platform conversion? In the wake of the Great Resignation, how do you deal with the added burden of conversions without having to staff up?

We’ve gathered the top lessons learned for payment platform conversions from bank case studies and industry experts in commercial treasury outreach and transition support.

We will discuss pre-conversion planning and best practices to engage and retain clients during an ACH, Wire, RDC, or other payment platform conversion, as well as the impact of COVID on conversions and how it has altered the importance of digital outreach.

Item Number - LMSR3019

We all talk about Zelle, Venmo, PayPal, Square and the rise of fintech usage by end customers, but what do we really know about that usage? Is cash still relevant? Do small businesses even need financial institutions?

Our speakers will leverage data from the 2021 Survey and Diary of Consumer Payment Choice and firsthand knowledge of industry utilities to help you better understand your customers’ needs.

Item Number - LMSR3017

Recording of an open dialogue from the two operators of instant payments systems about the current state of the systems, adoption, future functionality, and end-user demand.

Item Number - LMSR3016

Third-Party Senders that have agreed with a participating Depository Financial Institution to process ACH Entries, including the performance of any functions of an ODFI are required to conduct an annual ACH Rules Compliance Audit. If you are conducting your audit internally, this user-friendly workbook will eliminate guesswork and guide you through the process.

The 2025 edition of our Third-Party Sender Workbook has been updated with recent 2025 ACH Rules changes pertaining to Third-Party Senders, Nested Third-Party Senders, and will walk Third-Party Senders step-by-step through conducting their audit. A sample audit report and complete worksheets based on the ACH Rules are all included in this helpful tool, making it easy for Third-Party Senders to assess and document their level of ACH compliance.