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.

2018 keynote

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!



Why should you choose ePayConnect? 

  • 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 ePayConnect 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 Disney’s Coronado Springs

Credit to Disney’s Coronado Springs

ePayConnect 2019 will be held at the Disney's Coronado Springs located at 1000 Buena Vista Dr, Orlando, FL 32830. The discounted room rate is $209/night + taxes and fees. The deadline for the discounted rate is February 2, 2019. Reservations made after February 2nd are being accepted on a space available basis. 

Make your reservations by phone: (407) 939-4686 or online.

My Disney Experience & Online Check-In Service

Please visit My Disney Experience tab on the Disneyworld.com website.  Once you register online, there are a multitude of tools available that will really enhance your trip.  You can also download the mobile app “My Disney Experience” to access your plans and park information on the go.  You may also use the My Disney Experience site to participate in the Online Check-In Service.   You can shorten the check in process by logging into the following link:  https://disneyworld.disney.go.com/plan/ within 60 days of your arrival date. When you arrive to Disney’s Coronado Springs, you simply need to show a photo Id at the designated online check-in area.

2018 Information
INterchange Photos

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