about information interchange

Ride the Wave of Real-Time Payments at Information Interchange 2018 to get the most up-to-date and relevant content from the most dynamic speakers in the payments industry!  

At Information Interchange, you will gain the latest information on payments strategies, operations and technology solutions, and risk and compliance issues related to ACH, Card, Check, Fraud, Cybersecurity, RDC, Wire, Faster Payments, Innovation and more! You'll also get ample opportunity to interact with and learn from other payments professionals and solution providers.

If you can only afford to attend one event in 2018, you won't find a better value than Information Interchange, long recognized as "the best value for AAP recertification credits anywhere!" We are proud to bring you cutting-edge topics and national-caliber speakers at regional conference prices!


  • Fraud & Risk Managers
  • Compliance Officers 
  • Auditors 
  • Treasury Management Sales
  • Government Payment Officials 
  • Accredited ACH Professionals (AAPs) 
  • National Check Professionals (NCPs) 
  • Certified Treasury Professionals (CTPs) 

Who Should Attend?

  • Chief Executive Officers 
  • Chief Financial Officers 
  • Chief Operations Officers 
  • Controllers & Comptrollers 
  • Vice-Presidents, Directors & Senior Managers
  • Senior Payments Executives
  • Payments Strategy / Enterprise Payments Groups
  • Payments Innovation / Technologies Groups
  • Operations

A Valuable Conference for a Reasonable Rate!
Register for the Information Interchange 2018 conference between November 8, 2017 and January 19, 2018 to get the best rate for a must-attend conference! Be as fast as payments are getting and register your spot today for this year's payment conference!

NEW in 2018
Two Tracks for Pre-Conference Workshops!!! Choose sessions from either the Payments Now Track or the Future of Payments Track!

Pre-Conference Workshops - Tuesday, March 6, 2018
Eligible for up to 5.4 AAP Credits!

Three Waves Workshops* - $250 (instead of $297, approximately 15% savings)
USE COUPON CODE HANG15 at checkout to save over 15%

Two Waves Workshops* - $180 (instead of $198, approximately 10% savings)
USE COUPON CODE HANG10 at checkout to save 10%

One Wave Workshop - $99 each
*Lunch is included for anyone taking 2 or more workshops

Conference Dates - Wednesday, March 7 & Thursday, March 8, 2018
Eligible for up to 11.7 AAP Credits!

Conference Registration Rates
$500 Certification Discount (AAP/NCP/CTP/CCM) Regular Rate
$550 Regular Rate
$200 Guest/Spouse (includes meals and access to networking events)

2018 AAP/CTP/CCM Credits:
5.4 Credits Available for Tuesday Workshops (1.8 credits per each 90-minute session)
6.6 Credits Available for Wednesday
5.1 Credits Available for Thursday
17.1 Credits Available for the entire Conference + 3 Workshops (11.7 credits for Conference only)


2018 Agenda

The 2019 agenda will be available September 1.

Tuesday, March 6, 2018
9:00 am - 4:00 pmRegistration and Product Sales
2:00 - 4:00 pmExhibitor Set-up
 Payments Now Track
Future of Payments Track
10:00 - 11:30 am
Workshop I
Intro to Payments: Talking the Talk & Walking the Walk (payments lingo translations for those new to this beach!)
Wanda Downs, ePayResources; Kevin Olsen, ePayResources;
Grab Your Board & Build a Faster Payments Strategy
Nanci McKenzie, ePayAdvisors; Charlotte Norton, Randolph Brooks Federal Credit Union;
11:45 am - 12:30 pmLunch
12:40 - 2:10 pm
Workshop II
Don't Bail Out On Compliance: Handling Reg E Disputes
Michael Jeffcoat, ePayResources;
Learning to Ride the Wave of Real-Time Payments
Timothy Mills, AAP, The Clearing House;
2:10 - 2:25 pmRefreshment Break
2:30 - 4:00 pm
Workshop III
The Hall of Payments Justice
Aisha Hall, ePayAdvisors; Kevin Olsen, ePayResources; David Payne, ePayAdvisors; Pam Rodriguez, ePayAdvisors;
4:15 - 5:00 pm
Complimentary Conference Orientation
Learning to Surf – Welcome to Information Interchange 2018!
Stephanie Tisch, AAP, Director, Event Management & Marketing, ePayResources;
Wednesday, March 7, 2018
7:00 am - 4:20 pmRegistration and Product Sales
7:00 - 8:00 amContinental Breakfast
8:00 - 8:30 amWelcoming Remarks: Conference Opening
Laura Steele, President & CEO, ePayResources;
8:30 - 9:45 am
Opening General Session
Getting to 2020: The State of Faster Payments
Moderator: Erika Baumann, Aite Group; Panelists: Matthew Friend, Visa; Jon Jeswald, Federal Reserve Bank; Jane Larimer, NACHA; Steve Ledford, The Clearing House; Ryan Riveland, Early Warning Services;
9:45 - 10:15 amRefreshment Break
10:15 - 11:30 am
General Session
DUDE! What's Up with the New Administration? An Economic Update
  Operations Track
Risk and Compliance Track
Treasury Track
Innovation & Technology Track
11:40 am - 12:40 pm
Concurrent Session
Get Stoked to Grow Your Business with Same Day ACH!
Moderator: Tracy Marshall, ePayResources; Panelists: EdaBeth Brown, AT&T; Fred Gibbons, Broadway Bank; Tim Thorson, Regions Bank;
Payments Audits & Risk Assessments: Reality, Requirements, and Simplification
Brad Johnson, Centrix, a Q2 Company; David Payne, ePayAdvisors;
Riding the Perfect Wave: Streamlining Originator Management
Nanci McKenzie, ePayAdvisors; Myriam Towsley, Fairwinds Credit Union;
Leveraging APIs to Drive Innovation
Mihail Duta, Finastra; Anil Mahalaha, Fidelity Investments;
12:40 - 1:25 pmLunch
1:25 - 2:25 pm
General Session
Perpetual Motion: Adapting to the Changing Face of Fraud
Moderator: David Payne, ePayAdvisors; Panelists: Hal Granoff, Early Warning Services; Katherine McClure, UL; Bob Michaud, Q2ebanking;
2:30 - 3:00 pmRefreshment Break
3:00 - 3:45 pm
Product Showcase
Showcase I: ACH Alert
Showcase II: G2 Web Services
Showcase III: Centrix Solutions, a Q2 company
Showcase IV: Affirmative Technologies
Showcase V: Finser
3:50 - 4:50 pm
Concurrent Session
Aloha is Just the Beginning: Implementing What You’ve Learned at This Conference!
Fred Gibbons, Broadway Bank; Tracy Marshall, ePayResources; Chelsye Palomo, Texas Security Bank;
Third-Party Issues: What's Popping Up?
Debbie Arai, ePayAdvisors; Jane Hennessy, G2 Web Services;
Payments 2.0: Future-Proofing Your Payments Strategy
Keith Riddle, Corporate One Federal Credit Union; Elena Whisler, FIS;
Surviving the FinTech Shark Attack
Joe Proto, Transactis;
5:30 - 7:30 pmMain Networking Reception:   Main Networking Reception with Live Music and Fun! – Ride the Wave of Real-Time Payments!
Thursday, March 8, 2018
7:00 am - 1:00 pmRegistration and Product Sales
7:00 - 7:45 amNetworking Breakfast
7:45 - 8:30 amBreakfast Roundtables in General Session Room
8:30 - 8:45 amThe Morning Surf
Tim Quisenberry, ePayResources; Pam Rodriguez, ePayAdvisors;
8:45 - 10:00 am
General Session
Ride the Rail to the Future: Payments 2020 and Beyond
Peter Davey, The Clearing House;
10:00 - 10:30 amRefreshment Break
  Operations Track
Risk and Compliance Track
Treasury Track
Innovation & Technology Track
10:30 - 11:30 am
Concurrent Sessions
Don't Wipe Out on Payments Risk
Moderator: Tracy Marshall, ePayResources; Panelists: Tracy L. Merritt, Generations Federal Credit Union; Chelsye Palomo, Texas Security Bank; Tim Quisenberry, ePayResources;
The Sharks are Circling: Preventing Fraud & Other Risk Management Best Practices
Kevin Sasser, Argos Risk;
Creating Radical Products with Real-Time Payments
Sandra Horn, ACI; Arun Ramaoorthy, Fiserv;
Beyond Mobile: A Deep Dive into the Technologial Evolution of Payments
Kevin Moland, Profit Stars;
11:35 am - 12:35 pm
Concurrent Session
Cowabunga! Be Ready to Go Live in a Real-Time Environment
Andrew Haskell, BNY Mellon; Irene Katen, SunTrust Bank;
Managing Unclaimed Property Risk
Mike Ryan, Georgeson LLC; Pam Wentz, Georgeson LLC;
What's in the Pipeline: Faster Payments Data Mapping
Rob Hayden, McKinsey;
The Big Kahuna of Blockchain
Jorge Jimenez, eZforex.com;
12:35 - 1:30 pmLunch — Presentation of the Richard R. Oliver Leadership in Payments Award
1:30 - 2:30 pm
General Session
Real Time Laughs: Right on the Money!
Greg Schwem, Comedy with a Byte, Inc.;
2:30 - 3:00 pm
Closing General Session
Conference Wrap-up/Prizes Awarded
Laura Steele, ePayResources; Alicia Treadway, SunTrust Bank;

*Agenda is subject to change.

ride the wave

Online Brochure Now Available!

The Information Interchange 2018 online brochure is now available to download. Plan ahead and select sessions that will set you apart and make you the big kahuna of payments!


Greg Schwem Business Comedian and Chicago Tribune Columnist | Keynote Session: Real Time Laughs: Right on the Money!

After a conference full of information about faster payments and immediacy in the financial world, it’s time to slow down and laugh with business comedian and Chicago Tribune humor columnist Greg Schwem. Dubbed “Your boss’ favorite comedian” by HuffPost, Greg will close the conference with hilarious observations about the ever-changing business world and topics relevant to the Information Interchange audience, including why Subway® accepts Bitcoin and why financial institutions consider three taps on their mobile banking apps to be a “waste of time.” Funny, motivational and memorable. Come for the information, stay for the laughs!

Check out the YouTube video Greg just posted encouraging you to attend Information Interchange!



Truly make ePayResources' Information Interchange 2018 a conference that you will never forget with a trip to Walt Disney World! These discounted tickets are not only for you, but for your friends and family traveling with you!

These tickets offer pre-arrival savings of 10% on Disney’s Full-Multi-Day (2 days or longer) Tickets and include one (1) complimentary admission to an additional Disney Experience at any one (1) of the following (additional details are listed on the web site):

  • Disney’s Typhoon Lagoon Water Park
  • Disney’s Blizzard Beach Water Park
  • Disney’s Winter Summerland or Disney’s Fantasia Gardens Miniature Golf Courses (before 4 p.m.)
  • Greens Fees for one round of golf at Disney’s Oak Trail Golf Course, our 9-hole walking course

*Visit a park later in the day after sessions end and SAVE! This site also contains Disney’s partial-day tickets, which are exclusive to the meetings market. 

The ticket prices listed reflect any applicable discounts and include tax.  Since these Meeting & Convention partial-day and multi-day tickets are not available for purchase at the Theme Park Ticket Windows, you will need to purchase them through this custom website or in advance through the Disney Ticket Reservation Center at 407-566-5600.  All of the Meeting & Convention tickets include the ability to pre-select up to three FastPasses.

Get your tickets now! The link will expire on March 5, 2018.






Why should you choose Information Interchange? 

  • Here's your chance to network with the biggest names and organizations in the payments industry 
  • Professional development sessions are carefully selected to attract senior staff from financial institutions and other industry participants 
  • Our dedication to advocating sound payments practices through education and networking 

What can Information Interchange offer you? 

  • Engaging sponsorship and exhibitor opportunities that will make a lasting impression 
  • A strategic brand opportunity in front of payments professionals who make or influence purchasing decisions 
  • Dynamic attendee engagement 
  • Partner promotions through social media, video and Product Showcase opportunities 


The 2019 Partner Packet will be available September 1.


Thank you to our 2018 Sponsors and Exhibitors


Platinum Sponsor


Gold Sponsor


Silver Sponsor


Silver Sponsor


Silver Sponsor


Silver Sponsor


Additional Sponsors and Exhibitors



  Credit to the Rosen Centre Hotel

Credit to the Rosen Centre Hotel

Information Interchange 2018 will be held at the Rosen Centre Hotel located at 9840 International Drive in Orlando, Florida 32819. The discounted room rate is $179/night + taxes and fees. The deadline for the discounted rate is February 9, 2018. Reservations made after February 9th are being accepted on a space available basis. Make a reservation and find additional hotel information at the link below.



If the room block is full at the Rosen Centre, please visit their sister property, Rosen Shingle Creek, where we have an overflow room block with rooms at the same rate ($179). It is located 2.8 miles away, and transportation will not be provided. An Uber one way is approximately $6.

2018 Information
INterchange Photos

Justify Your Trip 

No Financial Institution Can Afford to Miss ePayResources Information Interchange 2018
Here's How to Make Your Boss Agree

Whether your budget is tight or your team's resources are slim, you need help convincing your manager that your attendance at Information Interchange 2018 is worth it. That's why we've written a letter that you can personalize to match your unique circumstances and hand directly to your boss for approval.

Simply download the "Justify Your Trip" Word document below, edit as you see fit, and submit to your manager. Then watch as your boss says, "Yes, you can absolutely attend ePayResources Information Interchange 2018 ."

Visit Orlando


Conference Info

Find out all you need to know about how to register, where to stay, schedules and more.
Learn more



Getting to — and around Orlando — is easy. Whether flying into one of our two international airports or seeking transportation once you’re here, the destination provides plenty of options.
Learn more


Things To Do

After your meeting, Orlando offers an exciting range of dining, entertainment and recreational activities. Whether eating at a trendy bistro or shopping for the latest brands, we’ve got you covered.
Learn more


Discounts & Tickets

Want to experience Orlando’s world-class theme parks and attractions at a reduced rate? Then purchase these discounted tickets to save during your stay.
Learn more


Plan Your Trip

Here you’ll find essentials for planning your stay in Orlando: maps, destination tips, travel guides, weather information and guest services provided at the Orange County Convention Center.
Learn more

Leadership in Payments Award

Nominate an individual or organization for the Richard R. Oliver Leadership in Payments Award which honors an individual or organization that has demonstrated exemplary leadership in the innovation, implementation, or promotion of electronic payments. 

The award will be presented during the closing session at II2018.