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Executive Forum Sessions

About the Forum

NACHA offers senior executives from financial institutions an exclusive education and networking opportunity to examine critical topics and engage in philosophical discussion. An event within an event, seating is limited for this invitation-only experience. Conference registration is required. For more details on how to register for the Executive Forum, please contact

How to Register

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Exclusive sessions and activities for Executive Forum participants only. All events to be held Monday, April 24, 2017 at the Austin Convention Center in Room 10AB.

10:00– 10:15 AM

Welcome & Introduction


10:15 – 11:30 AM

If It's Broke...Fix It!

Despite all of the advances in the payments space, some gaps still remain. Speakers identify these gaps and suggest how strategic decision-making processes can solve them. Forum attendees understand how to assess the gaps from their organization's standpoint, and how to take action to implement progressive change. This interactive session encourages attendees to challenge the concepts presented.

Richard R. Oliver
Independent Consultant
Peter A. Davey, AAP
VP, Payment Innovation, The Clearing House


11:30 AM – 12:00 PM

Luncheon Service

12:00 – 1:00 PM

Go Beyond Knowing Your Customers

Putting customers first is a top priority for financial institutions and knowing your customers is a great place to start. However, it’s not the end all be all when it comes to maintaining your bottom line. There are still plenty of challenges to overcome, such as younger generations not using FIs as much as the generations before them, regulations and reputation just to name a few. How do you overcome and still prosper? Start by defining your goals and acknowledging the challenges likely to present themselves on the way to achieving them. This may seem like a simple, logical step but identifying and ultimately working through the challenges can cost you if hastily done. Filene’s Senior Impact Director details how to create and execute actionable strategies for working through these challenges and ultimately achieving your goals.

Erin Coleman
Senior Impact Director, Filene Research Institute


1:00 – 2:15 PM

Treasury Management’s Next Generation Payment Experience

Driven by the rapidly evolving payments ecosystem, banks are rapidly deploying their next generation payment products to improve the treasury manager’s user experience. Real-time value transfer models, payment services hubs, API banking, and digital banking initiatives will enhance the user experience, simplify and remove friction from the payments process, and introduce opportunities to improve working capital management and risk controls that have not previously been possible. A panel of experts discuss all of these capabilities and what the next generation payment experience will provide for end users, as well as what the opportunities are moving forward for treasurers.

Martin Coen
Chief Executive Officer, Dovetail

Marc Harrison
Director, Novantas, Inc.

Colleen Taylor, CCM, NASD
Executive Vice President, New Payments Business, North America, Mastercard


2:15 – 2:30 PM                 



2:30 – 3:30 PM

New Payment Technologies: Are the New Kids on the Block Going to Push Aside Today’s Payment Models?

The abundance of news today about the promising and exciting new advances in payments technology has caused many to speculate that older payment technologies are becoming obsolete. With the impact of the younger generations demanding the conveniences of mobile banking and other payment options like it, it’s reasonable to imagine the best solution is to start fresh. However, traditional payment processing is the backbone of $73 + trillion of world commerce and will not change overnight. What the next generation of payment models encompasses is a blend of the old and the new. How are banks and organizations planning ahead to strategically blend the old and the new? Join this session and hear perspectives on which payment models might make the cut and which may be historical footnotes.
Sarah T. Billings
Managing Director, Head of Global Payments & Deposit Platforms, Bank of America Merrill Lynch
Patricia Hines, CTP
Senior Analyst, Celent


3:30 – 4:30 PM

Real-Time Payments: Managing Implementation Strategy

Real-time payments in the U.S. continue to evolve and may become a reality sooner rather than later. With The Clearing House piloting a real-time payments program in the U.S., other real-time initiatives are already happening around the world. Banks have to carefully assess the implementation of a real-time solution that will support both their domestic and international markets. Speakers explore lessons learned in other geographies, and compare and contrast those lessons to the U.S. market. Speakers also examine some of the critical factors that financial institutions need to consider as they develop an  implementation strategy, which can accelerate the go-to-market timeline.

Nadish Lad
Global Head of Payments, Volante Technologies

Saket Sharma
Managing Director & CIO, Treasury Services, BNY Mellon


4:30 – 4:45 PM

Wrap Up

4:45 - 5:45 PM

Martini Meetup for Executive & Corporate Attendees (by invitation only)