Payments Sessions at AFP 2020

AFP Conference

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Sunday, October 23

Monday, October 24

Tuesday, October 25

Wednesday, October 26

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Monday, November 8

No sessions matching this criteria

08:30 AM – 09:30 AM Payments
Panel Discussion
In-Person & Virtual

Is it Time to Digitize Business Payments to Commercial Lockboxes?

For years innovation has eluded the process of digitizing business payments to commercial lockboxes. With technology we can now circumvent the obstacles of costly ERP upgrades, regulations requiring a physical check, and issues of sending remittance information with payments. We can now more easily embrace the benefits of the commercial lockbox with hard cost savings, lower exceptions, improved cash flow and reduced security risk. In this session speakers reviews the challenges, solutions, and benefits of digitizing the commercial lockbox with treasury panelists representing both the payer and payee sides.

Speakers

Thomas Dean, President, ECHO Health, Inc.

Alan Evanish, Director, BNY Mellon

Laura Listwan, CTP, Head of Commercial Payments Products, Fifth Third Bank

Michael Reed, Division President, Payments, Deluxe Corporation

Craig Jeffery, CCM, Founder & Managing Partner, Strategic Treasurer

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

08:30 AM – 09:30 AM Payments
Panel Discussion
In-Person

Payments in a Flash: Using Real-Time Payments to Deliver Efficiencies & Improve Customer Experience

More and more, Real-Time Payment (RTP) is expanding on its promise to bring speed and efficiency to a variety of payment opportunities and becoming a greater value-added resource. Treasury teams can use RTP to simplify payments, take advantage of communication capabilities with payees, and improve the customer experience. In this session a panel of treasury professionals share insights on what they have achieved using RTP and explore how to build a compelling business case, how to prepare internal technology systems for implementation, and how to engage the right banking partner to achieve optimal results.

Speakers

Mrugesh Bavda, Product Manager, Driver Experience & Pay, GrubHub Inc.

Ana Garcia, Executive Director, JP Morgan Chase

Douglas Reed, Vice President, Finance, Bill.com

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

08:30 AM – 09:30 AM Payments
Panel Discussion
In-Person & Virtual

Uncovering the True Cost of Global FX Payments

Technological advancements have simplified many types of transactions, but corporate cross border and cross currency payments continue to be more complex than it needs to be. FX payments have always lacked transparency – how many treasury teams actually know the true costs associated with FX payments? These transactions are also constrained by a lack of flexibility and executed by outdated systems and processes, costing time and resources. Join this discussion on the direct and indirect costs of FX payments and learn how to modernize and avoid the common pitfalls.

Speakers

Vynessa Alexander, SVP, Infor, Inc

Peter Claus-Landi, Executive – Treasury Operations, GE

Paul Galloway, Treasury Manager, American Equity

Mary Beth Livengood, Managing Director, Head of North America Sales, Goldman Sachs Transaction Banking (TxB)

Ben Milne, Founder & Chairman, Dwolla

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

10:30 AM – 11:45 AM Payments
Panel Discussion
In-Person & Virtual

Making the [Use] Case for Faster Payments

As an increasing number of faster payments solutions are introduced into the U.S. market, and the volume of transactions being processed through these solutions grows, the argument remains: Do the use cases for faster payments present enough value to foster broad-scale adoption? Speakers explore this argument by dissecting the significant use cases, the factors driving demand and the high potential for faster payments to solve for real-world use cases, adoption to date, impacts to the payment lifecycle, and expectations for the future.

Speakers

Reed Luhtanen, Executive Director, US Faster Payments Council

Steve Ledford, Senior Vice President, The Clearing House

Michael Sklow, Managing Director, Transaction Banking Payment Operations, Goldman Sachs Bank USA

Ryan McNaughton, Vice President, Information Technology, ExcheQ LLC

Credits:

CTP 1.5 | FPAC N/A | CPE 1.5 | CPE Field of Study: MAS

10:30 AM – 11:45 AM Payments
Panel Discussion
In-Person & Virtual

Making Friday Great Again: Digital Advancements in Corporate Payroll

Corporate payroll has experienced a new wave of revitalization and innovation across the industry. Business outsourcing firms have partnered with fintechs to help handle net pay calculations and tax services while banks are considering ways to improve their ACH and check payment offerings. In an environment where payroll is more important than ever to employees, a robust, multifaceted approach could bring about value added solutions not yet seen in the market. Join this panel discussion to gain insight in the current and future state outlooks on corporate payroll processing.

Speakers

Abhi Agrawal, VP of Consumer Product Management, Ceridian

Kevin Garlan, VP - Payments, Goldman Sachs

Kristin Walle, CTP, SVP/GM Payments & Compliance, ADP

Nico Simko, CEO, Clair

Sohail Aslam, Co-Founder & CTO, PayActiv

Credits:

CTP 1.5 | FPAC N/A | CPE 1.5 | CPE Field of Study: BMO

02:00 PM – 03:00 PM Payments
Panel Discussion
In-Person & Virtual

Cash in the Time of COVID

Operationally flexibility has never been more important than it has been these last 12 months. From coin shortages, cash in transit disruptions and locations closing to constantly changing rules and regulations. Data transparency and accuracy are key factors in how to push through an uncertain time and how to prepare for the next without losing insight to how these change impact both the employee and customer experience. Join this discussion on lessons learned from disruptions caused by COVID-19, and how companies have adapted to the many challenges and changes to the cash ecosystem.

Speakers

Andrew Teachout, CTP, Treasury Manager, Starbucks Corporation

Susan Colross, Director, Treasury Operations, T-Mobile USA Inc.

Josh Mann, Chief Strategist, DTS Connex

DeLise Cuadra, CTP, Treasury Manager, Inspire Brands

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

02:00 PM – 03:00 PM Payments
Panel Discussion
In-Person & Virtual

Identify Crises: Best Practices in Fraud Mitigation

Payment fraud is rising with a 17% year-over-year increase in attempted fraud and identity theft highlighting the urgency of bringing mitigation and prevention tools to market and simplifying the onboarding process. A panel of treasury experts provide insight into evolving tools, from machine learning to common sense that can successfully combat fraud, review trends from the 2021 AFP Fraud Survey, and share their experiences in deploying rapid-fire procedures, validations, and mechanisms, from enrollment, payment processing, exception handling, and investigation that transform learning into action.

Speakers

Steven Bernstein, US and Global ACH Business Development Manager, J.P. Morgan Chase

Frank D'Amadeo, Assistant Treasurer, Con Edison

Laura Weinflash, Vice President, Early Warning Services, LLC

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: IT

02:00 PM – 03:00 PM Payments
Other
In-Person

Fintech Fight Club Debate: Is Cash Here to Stay?

Fintech Fight Club Debates brings engaging, structured debate to the world of Treasury & Finance. We take on the biggest issues in Treasury, Finance, and beyond. Our experienced debaters bring a mix of corporate, bank, and Fintech experts to tackle some of the most contentious issues. We challenge assumptions and arm attendees with key insights that they can directly apply toward their company's strategic vision. Agree, Disagree, or Undecided. Debaters use every bit of data and rhetoric available to convince attendees to vote for their side of the resolution.

Speakers

Cole Augustine, CTP, Co-Founder, Fintech Fight Club, Galactic Trade Consultants

Ken Kruszka, CEO, SnapCheck

Zoya Lieberman, CTP, CEO, The Lieberman Group and Founder, Fintech Fight Club

Greg Lloyd, Vice President, Levvel

Randolph Pinna, President and CEO, Currency Exchange International, Corp

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

Tuesday, November 9

No sessions matching this criteria

08:30 AM – 09:30 AM Payments
Panel Discussion
In-Person

ISO 20022: A Tale of Two Corporates

Corporate adoption of ISO 20022 has gained momentum and continues to be relevant to the heart of treasury systems. In this session panelists from a company already reaping the benefits of the system and a company just getting started on their journey discuss their usage of ISO 20022, their motivations and accomplishments, issues faced and lessons learned. Corporates gain the perspective they need to help determine a strategy and offer input to a vision for getting started.

Speakers

Fred Cousin, Treasury and Finance Projects Portfolio Manager, Nordson Corp.

George Hoffman, CTP, Senior Vice President--International, PNC Bank

Sharon Jablon, Director, Product Specialist, The Clearing House

Craig McLane, Executive Vice President - Finance, Xcoal Energy & Resources

Credits:

CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS

08:30 AM – 09:30 AM Payments
Case Study
In-Person & Virtual

Five Steps to Building an Effective Chargeback Management Team

Chargebacks can be costly and managing them can be time consuming. Companies who effectively manage their chargebacks have lower costs and are able to have a greater win/loss ratio. This discussion outlines a five-step process to develop a high performing chargeback management team focused on financial recovery of chargebacks and examines associated key performance indicators (KPIs) and best practices within each step. Gain insight into representing chargebacks in-house versus outsourcing the work, along with three challenges and opportunities on the horizon

Speakers

Joey Dembek, Senior Consultant, Optimized Payments

Dan Stephenson, Director at Hyatt Shared Service Center, Hyatt Hotels Corporation

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

10:30 AM – 11:45 AM Payments
Moderated Interview
In-Person & Virtual

Thinking Through Card Not Present Payments

Even before COVID, card payments have been transitioning to the Card Not Present (CN) qualification. 2020 illuminated the importance of good operational hygiene. This discussion provides the framework for considering interchange management, PCI compliance, data analysis, and KPIs to operate payments like a refinery, or better yet, an asset.

Speakers

Steve Holland, Senior Director, Digital Payments, CoStar

Rene Pelegero, President, Retail Payments Global Consulting Group LLC

Credits:

CTP 1.5 | FPAC N/A | CPE 1.5 | CPE Field of Study: MAS

10:30 AM – 11:45 AM Payments
Case Study
In-Person & Virtual

Join the Payment Revolution and Reduce 90% of Your Card Acquisition Fees!

Instant payments are cropping up globally and now is the time to consider non-Card options for your acquiring process. Card acquiring costing corporations millions can be massively reduced through migration to instant payments that cost materially lower with additional benefits. Elements to consider are security, loyalty schemes, recourse, credit and how to use existing payment rails in the US for this. This session provides insights on practical considerations from a leading corporate practitioner to present the what, why, and the how the instant payment revolution can help transform your company.

Speakers

Tarek El-Yafi, MD, Cash Management Sales Head, Standard Chartered

Rob Abrams, Director of Payments, Global Business Owner Payments, Corporate Cards and Expense Reimbursement, Amazon

Garrett Van Wyk, Manager - Corporate Treasury, Kohler Co.

Credits:

CTP 1.5 | FPAC N/A | CPE 1.5 | CPE Field of Study: MAS

01:45 PM – 03:00 PM Payments
Expert Lecture
In-Person & Virtual

Payments Are Changing. Your Strategy Should Too

The COVID-19 pandemic caused a seismic shift in payments. The world adapted by adopting and using digital payments with a total of 26.8 billion ACH payments made in 2020, an increase of more than 2 billion new payments. This shift was evident in how corporate treasuries used the ACH Network, resulting in robust growth for B2B, payroll, claim payments, and other types of disbursements. This corporates-focused session explores lessons learned during the coronavirus pandemic, latest ACH volume and value statistics, what is driving the growth, and what is on the near and distant horizon.

Speakers

Joe Hussey, Exec Dir, J.P. Morgan/Chair, Nacha Board, J.P. Morgan

Jane Larimer, President and CEO, Nacha

Credits:

CTP 1.5 | FPAC N/A | CPE 1.5 | CPE Field of Study: MAS

01:45 PM – 03:00 PM Payments
Panel Discussion
In-Person & Virtual

Faster Payments Fraud: Exaggerated or Understated?

One cannot talk about faster payments without talking about fraud. Does the faster movement of money create spikes in payments fraud? How will tactics to perpetrate fraud evolve with new faster payments developments and advancements? Join experts to break through the hype with data points and statistics on the prevalence of fraud with different faster payments solutions and predictions for the future. Hear about the measures organizations are taking that you can use to combat fraud in a faster payments environment and safeguard the users of faster payments solutions.

Speakers

John Drechny, Chief Executive Officer, Merchant Advisory Group

Matt Friend, Vice President, Real-time Payments Lead, N.A., Visa

Andrew Haskell, CTP, Director, Product Line Manager, Immediate Payments, BNY Mellon

Lee Kyriacou, VP, RTP Network Administration, The Clearing House

Peter Tapling, Managing Director, PTap Advisory, LLC

Credits:

CTP 1.5 | FPAC N/A | CPE 1.5 | CPE Field of Study: MAS

Wednesday, November 10

No sessions matching this criteria

08:30 AM – 09:30 AM Payments
Panel Discussion
In-Person & Virtual

Re-thinking Treasury and Payments for 2025

The pandemic has had a profound impact on Treasury and payments. AI tools are taking on a prominent role in the deployment of investment strategies and working capital with real-time mechanisms making real-time decisions. Already, digital finance within cloud-based systems has enabled flexibility in disparate, far-flung work teams. Going forward, digital mechanisms will provide insight into fraud mitigation and cash forecasting. Join this session for a discussion on how the growth of data intelligence enhances the end-to-end Treasury process and how to use tools to better manage liquidity and strategize for efficiencies.

Speakers

Steven Bernstein, Executive Director, J.P. Morgan Chase

Jeffrey Clennon, Director- Cash Management, Discover Financial Services

Timothy Dwyer, CTP, Vice President & Assistant Treasurer, Nationwide Property & Casualty Insurance Company

Credits:

CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS

08:30 AM – 09:30 AM Payments
Expert Lecture
In-Person & Virtual

Prepare Now to Accelerate Your Business with Instant Payments

The Federal Reserve is paving the way for an industry transition toward ubiquitous, faster payments in the U.S. With real-time clearing and settlement capabilities to support a broad range of transaction types and use cases, FedNowSM, The Fed’s instant payments service, promises to empower financial institutions, technology providers, and businesses to serve the hyper digital world of tomorrow. This session gives payments leaders a look into the developments that are forthcoming, the benefits of instant payment, and outlines why taking action today is paramount to stay ahead or else risk falling behind. Leave this session empowered with the knowledge your organization needs to embrace instant payments.

Speakers

Daniel Baum, SVP, Head of FedNow Payments Product Mgt, Federal Reserve System

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

10:00 AM – 11:00 AM Payments
Case Study
In-Person & Virtual

Leveraging a Brave New World of B2C Payments to Enhance the Customer Experience

For many corporates today, eliminating inefficient payment processes and improving the business-to-consumer (B2C) payment experience is critical to achieving customer satisfaction and deepening loyalty. However, deciding on the right payment channel that best suits the business, building a business case and obtaining leadership buy-in can be a significant hurdle for treasury. This session focuses on best practices in identifying the value of implementing and adopting new payments technology as well as examines the steps treasury took in generating consensus and support for an innovative digital B2C payment migration initiative.

Speakers

Barbara Landolt, CTP, Assistant Treasurer, CSAA Insurance Group

Scott McGrath, Director, Bank of America Merrill Lynch

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

10:00 AM – 11:00 AM Payments
Panel Discussion
In-Person & Virtual

How Financial Technology Implementations Changed for a Post-2020 World

For many businesses, the transition to working remotely in 2020 meant having to rethink how even the most essential day-to-day tasks get done. If digitization wasn’t on businesses’ radar yet, they knew they had to change—and fast. The need to launch new solutions quickly meant businesses had to manage complex technology implementations completely remotely. In this session, you’ll learn how launching even the most sophisticated B2B solutions can be done seamlessly in a remote environment and why embracing digitization is no longer negotiable for businesses who intend to thrive in a post-COVID world.

Speakers

Jason Read, Chief Strategy Officer, Versapay

Jennifer Robison, Senior Vice President, Chief Accounting Officer, Phillips Edison & Company

Dhiren Patel, CTP, SVP - Head of CRE Deposit & Payment Solutions, U.S. Bank

Credits:

CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO

Thursday, November 11

No sessions matching this criteria

12:00 PM – 01:00 PM Payments
Panel Discussion
Virtual

Simplifying Complex International Payment Flows: Lay the Groundwork for Growth Today

International payments volume may not be an issue for your organization today, but there are benefits to readying yourself for growth in global disbursements – whether planned or unexpected. Our focused panel discussion will help you uncover where the current or potential burden is in your staff and what pitfalls exist country-to-country including fees, FX risk and payment rail. Join panelists from three organizations with significant international payment flows as they discuss how they managed the growth of their global disbursements and the different paths they took to optimize and simplify their processes.

Speakers

Drew Douglas, SEVP, Head of Global Liquidity & Cash Management l North America, HSBC Bank USA, N.A.

Tijana Maneva, Head of Disbursements, Uber

Alicia Martinez, CTP, Assistant Treasurer, CFA Institute

Credits:

CTP 1.2 | FPAC N/A | CPE 1.2 | CPE Field of Study: MAS

01:30 PM – 02:30 PM Payments
Moderated Interview
Virtual

Reaping the Benefits of ISO 20022

Much has been made of the rich data that can travel with payment instructions formatted with the ISO 20022 message format. While ISO 20022 messaging is required in the new real time payment platforms, corporate treasury groups and financial institutions will need to make a concerted effort to take advantage of other benefits that will create efficiency in the processing of payments. This session highlights a conversation between a treasury organization and a financial institution about the needs and expectations on both sides of the payment relationship when it comes to support for ISO 20022

Speakers

Peter Tapling, Managing Director, PTap Advisory, LLC

Gene Neyer, SVP, EMM Platform Architect, US Bank

Kimberly Sipes, CTP, Director Treasury, Duke Energy Corporation

Joshua Karoly, Director, Payments, Netflix

Credits:

CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS

01:30 PM – 02:30 PM Payments
Panel Discussion
Virtual

Cross-Border Payments: A Vision for the Future

With one click we can start a video chat with a colleague across the globe and browse products on social media without borders. What we cannot do is make a payment to a business in another country with ease. Although banks are working to reduce friction on cross-border payments, renewed focus from the Financial Stability Board and the guiding force of international regulation is needed to ensure global change. A panel of experts discuss what areas require focus from international regulators to create cross-border payments that enable economic growth, international trade and financial inclusion.

Speakers

Liam Dempsey, Assistant Treasurer, Vermilion Energy Inc.

Stephanie Heller, EVP and General Counsel, The Clearing House

John Landry, Managing Director, Treasury and Trade Solutions Country Head, Citibank Canada

Cyrielle Chiron, Chief Strategy Officer, Payments Canada

Credits:

CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS