2018 Evolution Education Day Agenda
7:30 AM - 7:45 AM
8:15 AM - 9:15 AM
Why You Need to Be A Strategic Partner to Your Business Customers
Speaker: David Peterson, President, U.S. Dataworks, Inc. Sugar Land TX
As financial institutions ponder the changes in delivering financial services, it becomes increasingly evident that focusing on businesses should be a high priority. They are your best, most profitable customers or members. The question we should be asking is WHY would a business customer want to bank with us? By examining that “WHY”, you can focus on business services that go beyond tactical and provide a benefit beyond traditional financial services. When FIs assist businesses in lowering their costs, provide business growth assistance or enhance the customer experience, you become a strategic partner. This session will highlight the specific opportunities FI
9:30 AM - 10:30 AM
NEW Alabama Data Breach Notification Law
Speakers: Paul Carrubba & Stephen Walsh, Partners, Adams and Reese, LLP
10:30 AM - 11:30 AM
11:30 AM - 12:30 PM
12:30 PM - 1:30 PM
Harvesting Innovation: How to Create New Efficiencies in the Digital World
Speaker: Jorge Jimenez, CEO of eZforex.com, Chairman of Juniper Payments
The moves to make now and what to wait for. The Speaker will talk about Artificial Intelligence, API’s, and Blockchain technology and their applications in our day to day business. Focusing on a case study on how a FI in California managed to implement a new international payments mechanism capitalizing on blockchain technology and Same Day ACH. This is the first case of a real-life blockchain cross-border transaction from a credit union, Ripple, and EZFOREX.
1:45 PM - 2:45 PM
How’s Reg CC and the RDC Indemnity Shaping Up at Your Financial Institution
Speaker: Angie Smith, AAP, NCP, SVP, Professional Development Events, WesPay
It’s been a few months since the proposed changes Reg CC and the RDC Indemnity around Remote Deposit Capture went into effect and everyone in still trying to get their head around the best approach to help mitigate risk. Come hear an industry expert discuss how things are working and the industry is working to address customer concerns while maintaining an adequate risk appetite.
3:00 PM - 4:00 PM
Risk Management-Taking on new Risks Requires a new approach to Risk Management
Speaker: Sean Carter, AAP, NCP, President and CEO of NEACH
Financial Institutions and their customers must make choices about what payment systems they will participate in and how complex they will get in any given system. They make those choices for a number of reasons and the reason is not required to be logical but what is required is that risk is managed appropriately. Whether you are a new ODFI or a company that is trying out mobile RDC the choice you made requires that you identify your new risks and develop new processes to mitigate those risks. Change is scary only if you are planning to do the exact same things in response to the change.