Payments & Finance Conference

Conference Home Fees & Location Agenda Sessions Register

 

 

This tentative schedule is subject to change.

Tuesday, May 22, 2018

8:00 a.m. - 8:30 a.m. Registration & Continental Breakfast
8:30 a.m. - 9:30 a.m. Welcome & Opening General Session
Delivering on a Digital Member Experience in A Member-first World
Jennifer Addabbo, CU Engage
9:30 a.m. - 10:30 a.m. General Session
What to do Now for Your Future Mobile Strategy
Erin Coleman, Filene Research Institute
10:30 a.m. - 10:45 a.m. Networking Break
10:45 a.m. - 11:45 a.m. General Session
Demystifying Blockchain and Cryptocurrencies
Justin Lutes, Catalyst Corporate Federal Credit Union
11:45 a.m. - 1:15 p.m. Networking Lunch
Sponsored by Catalyst Corporate FCU and CO-OP Financial Services
1:15 p.m. - 2:15 p.m. General Session
Accelerating Your Digital Transformation
Shazia Manus, CO-OP Financial Services
2:15 p.m. - 2:30 p.m. Stretch Break
2:30 p.m. - 3:30 p.m. General Session
Faster Payments
Matt Davies, Dallas Federal Reserve Bank
3:30 p.m. - 3:45 p.m. Networking Break
3:45 p.m. - 5:00 p.m. General Session
5:00 p.m. - 6:00 p.m. Networking Reception
  Evening on your own - Enjoy the sights and sounds of Houston!

Wednesday, May 23, 2018

8:00 a.m. - 8:30 a.m. Continental Breakfast
8:30 a.m. - 9:30 a.m. General Session
Consumer Payments: Balancing Risk & Reward
Ken Otsuka, CUNA Mutual Group
9:30 a.m. - 10:30 a.m. Breakout Sessions 1
  1. Same Day ACH: Looking Forward, Look Back or Just Looking
    Kevin Olsen, ePayResources
  2. Current Expected Credit Loss (CECL) - Data and Methodology... Linking it All Together!
    Daniel Moulton, CPA, Doeren Mayhew
10:30 a.m. - 10:45 a.m. Networking Break
10:45 a.m. - 11:45 a.m. Breakout Sessions 2
  1. Making Data Your Best Digital Transformation Asset
    Nish Modi, CO-OP Financial Services
  2. Economic and Investment Update
    Casey Peterson, Catalyst Corporate Federal Credit Union
11:45 a.m. - 1:00 p.m. Lunch (on your own)
1:00 p.m. - 2:00 p.m. Breakout Sessions 3
  1. The Five Pillars of Your Payments Strategy
    Sundeep Kapur, Digital Credence Inc.
  2. Deferred Compensation - Recent Accounting, Auditing, and Financial Concerns
    Daniel Moulton, CPA, Doeren Mayhew
2:00 p.m. - 3:00 p.m. Closing General Session
Maintaining the Integrity of Money
Sundeep Kapur, Digital Credence Inc.