Sessions Agenda | Payments 2023

All times listed are Pacific.

Tuesday, April 18

11:20 AM

Tuesday, 11:20 AM - 12:10 PM (0 hours 50 minutes)

Funds Transfer Security Procedures – An Update on What Commercially Reasonable Means

Event

In-person

Track

Compliance & Regulatory

Scott Jones

Partner

Adams & Reese, LLP

11:20 AM

Tuesday, 11:20 AM - 12:10 PM (0 hours 50 minutes)

Payments Risk Policy & Governance

Event

In-person

Track

Cybersecurity & Risk

11:20 AM

Tuesday, 11:20 AM - 12:10 PM (0 hours 50 minutes)

Is Your Treasury Function Safe in Today’s Hybrid Work Environment?

Event

In-person

Track

Small to Large Business Perspectives

Craig Artz

SVP CashPro Product Manager-Fraud Education

Bank of America N.A.

Kiki Perera

Executive VP

PennyMac Loan Services

Benjamin Tweel

SVP, Global Information Security

Bank of America N.A.

11:20 AM

Tuesday, 11:20 AM - 12:10 PM (0 hours 50 minutes)

Spotlight Session: Payment Palooza...Where Should You Place Your Bets?

Event

In-person

Track

Faster Payments Experience

Spotlight Sessions

Sarvesh Kulkarni

Group Product Manager, NA Bank and Alternative Payments

PayPal Inc.

Nicole Stiller

Vice President, Product Management & Commercialization

Visa Direct

Michelle E. Ziolkowski, CTP

SVP, SVP, Enterprise Payments Strategy; Product Group Lead, Strategy, Digital, and Innovation

Wells Fargo

11:20 AM

Tuesday, 11:20 AM - 12:10 PM (0 hours 50 minutes)

Building Collaboration to Improve Response to Elder Financial Exploitation

Event

In-person

Track

Compliance & Regulatory

Jenefer Duane

Senior Program Analyst, Office for Older Americans

Consumer Financial Protection Bureau

Debbie Edillon

AVP BSA Officer

Clark County Credit Union

Patricia Presta, AAP

VP, Education & Events

Wespay

12:25 PM

Tuesday, 12:25 PM - 01:45 PM (1 hour 20 minutes)

Bet on Yourself and You’ll Always Win: Overcoming Setbacks

Event

In-person

Molly Bloom

Entrepreneur & Author

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

The Global State of Central Bank Digital Currencies

Event

In-person

Track

Disruptive Ideas & Technologies

Craig Borysowich

Principal Technology Architect- Integration Technologies, APIs, and Standards

Payments Canada

Peter Tapling, APRP

Managing Director

PTap Advisory, LLC

Pat Thelen

Vice President

Ripple

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Spotlight Session: ACH State of the Union

Event

In-person

Track

ACH

Spotlight Sessions

Jason Carone, AAP, APRP, CTP

Senior Vice President, ACH Product Management

The Clearing House

Nell Campbell-Drake, AAP

Vice President

Federal Reserve Financial Services

Michael L. Herd

Senior Vice President, ACH Network Administration

Nacha

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Recent Developments in Electronic Payments Law

Event

In-person

Track

Compliance & Regulatory

Duncan Douglass

Partner

Alston & Bird

Matthew Luzadder

Managing Partner Chicago Office

Kelley Drye & Warren LLP

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Future State 2030: How Will Treasury and Payments Evolve?

Event

In-person

Track

Practical Strategies

Steven E. Bernstein

Manager, North America Payables and Receivables Products and Markets

J.P. Morgan

Kiki Perera

Executive VP

PennyMac Loan Services

Kristin S. Walle, AAP, CTP, CAMS

SVP/GM, Global Payments & Compliance

ADP, Inc.

Alan Koenigsberg

SVP and Global Head of Visa Business Solutions Treasury and Working Capital

Visa Inc.

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Secure or Fail: The Motivation Behind Cyber Attacks and How to Keep FinTech Bulletproof

Event

In-person

Track

Cybersecurity & Risk

Travis Everett

Chief Operations Officer

National Merchants Association

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Protecting Your Accounts Payable Team from Emerging B2B Payment Fraud Threats

Event

In-person

Track

Payments in Practice

Marie Elizabeth Aloisi

Executive Vice President, North America Commercial Solutions and Healthcare

Mastercard

Chris Gerda

Risk and Fraud Prevention Officer

Bottomline Technologies, Inc.

Stephanie Wilczewski

Director, Comprehensive Payables Product Manager

Bank of America N.A.

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Topical Talk: How Are the New Models for Money Movement Shaping the Payments Ecosystem?

Event

In-person

Track

Disruptive Ideas & Technologies

Kandice Alter

Vice President, Payments Improvement

Federal Reserve Financial Services

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Passing the Torch to "Next Generation" Payments Professionals

Event

In-person

Track

Payments in Practice

Alex Bilski

Merchant Payments Manager

North American Banking Company

Nora Lovaas

Payment Services Supervisor

North American Banking Company

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

The Future of Payments in the Metaverse

Event

In-person

Track

Disruptive Ideas & Technologies

Bhaskar Banerjee

Director, Payments

Accenture

Jim Chow

Vice President, Partnerships

Volante Technologies

Peter A. Davey, AAP

SVP, Product Innovation

The Clearing House

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Practical Tactics for Fighting Cybercrime Financial Fraud

Event

In-person

Track

Cybersecurity & Risk

Jeanette A. Fox, AAP

Senior Director, Risk Investigations, ACH Network Risk Management

Nacha

Jefferson Grace

Detective Digital Investigations Bureau

Las Vegas Metropolitan Police Department

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

The Death of Customer Service

Event

In-person

Track

Faster Payments Experience

Stacy Bjornstad

Managing Partner

Moxie Alley LLC

Ken Kruszka

Managing Director

Something FINteresting

Zoya Lieberman, CTP

Senior Industry Consultant, FS&P

Levvel, an Endava Company

Greg Lloyd

Managing Director

Ernst & Young

02:00 PM

Tuesday, 02:00 PM - 02:50 PM (0 hours 50 minutes)

Physical & Information Security

Event

In-person

Track

Cybersecurity & Risk

Joseph Casali, AAP, APRP, NCP

Executive Vice President

NEACH

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

Globalize Me: Latest Trends and Success Stories in Global Payment Integration

Event

In-person

Track

Disruptive Ideas & Technologies

Steven E. Bernstein

Manager, North America Payables and Receivables Products and Markets

J.P. Morgan

James Chi

Global Bank Transfers

Block, Inc.

René Pelegero

President and Managing Director

RPGC, Inc.

Tim Smallow

Senior Manager, Global Payments

Amazon.com

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

International Remittances: A Money Movement Lifeline Ripe for Digitization

Event

In-person

Track

Faster Payments Experience

Richard Meszaros

Vice President and Head of Cross Border Money Movement

Visa

Jenna Wyer

SVP/GM Americas

Thunes

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

DE&I Banking with Minority Depository Institutions

Event

In-person

Track

Small to Large Business Perspectives

Jonathan M. Jacob

Head of Minority Depository Institutions & Strategic Client Partnerships

Wells Fargo

Christina Keitt Chaney, MBA, PMP

Executive, Head of Sales and Relationship Management

MoCaFi

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

The Evolution of Synthetic Identities & Fraud

Event

In-person

Track

Cybersecurity & Risk

Steve Lenderman

SVP, Director of Global Loss Prevention & Fraud

BM Technologies, Inc.

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

So, You Want to Launder Money?

Event

In-person

Track

Compliance & Regulatory

Aurora Garza Hagan

President

PNC Global Money transfers

Kathy Tomasofsky

Executive Director

Money Services Business Association

Linda Odom

Partner

K&L Gates

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

Executive Series: Navigating Payments Security and Privacy in the New World: Metaverse, Web3 & NFTs

Event

In-person

Track

Cybersecurity & Risk

Executive Series

Angel Grant

VP, Product Market & Strategy

F5 Security

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

Could Central Bank Digital Currency Increase Financial Inclusion in the United States?

Event

In-person

Track

Practical Strategies

Ken Isaacson

Senior Vice President

Federal Reserve Bank of Cleveland

Paul Wong

Director of Product for CBDC and Institutional Assets

Stellar Development Foundation

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

Leveraging Identity & Bank-Linked Data to Improve Consumer Onboarding to the ACH Network

Event

In-person

Track

ACH

John Anderson

Head of Payments

Plaid

Jay Parekh

Vice President of Business Development

Chime

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

Topical Talk: FedNowSM – Preparing for Launch by Working With Your Service Provider!

Event

In-person

Track

Faster Payments Experience

Daniel Gonzalez

Director Vice President of National Accounts

Federal Reserve Financial Services

Siobhan O'Malley

National Account Executive

Federal Reserve Bank of Chicago

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

Exploring Advancements from The Clearing House

Event

In-person

Track

Smarter Payments Experience

Jason Carone, AAP, APRP, CTP

Senior Vice President, ACH Product Management

The Clearing House

Richard P. Dzina

SVP, Product Developmentt

The Clearing House

Rusiru Gunasena, MBA

Senior Vice President, RTP Product Management and Strategy

The Clearing House

Elena Whisler, AAP

SVP, Client Relationship Management and Sales

The Clearing House

04:05 PM

Tuesday, 04:05 PM - 04:55 PM (0 hours 50 minutes)

How Embedded Finance is Redefining Faster Payments for SMBs

Event

In-person

Track

Faster Payments Experience

Juliana Berger

Director, Product Management, for Intuit QuickBooks Payments

Intuit, Inc.

Dawn Brolin

CEO, Certified Public Accountant, and an Advanced Certified QuickBooks ProAdvisor

Powerful Accounting LLC

Wednesday, April 19

08:00 AM

Wednesday, 08:00 AM - 08:50 AM (0 hours 50 minutes)

A Legal Perspective on Indemnity Agreements: How, When and Why

Event

In-person

Track

Cybersecurity & Risk

Brian W. Jones

General Counsel

Merrick Bank

Susan A. Levine

Executive Director, Assistant General Counsel

J.P. Morgan Chase

Matthew Luzadder

Managing Partner Chicago Office

Kelley Drye & Warren LLP

Devon Marsh, APRP

Senior Director, ACH Network Administration

Nacha

In-Person Sessions

Tuesday, April 18

Wednesday, April 19