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• NAFP March Lunch

  • When
    March 21, 2019
  •  
    11:45 AM - 1:00 PM
  • Location
    Security National Bank - 1120 S 101st St. Omaha NE

  Register

  ACH Rule Changes of Importance to Treasury Professionals

  Wendy Wishon, AAP, NCP|Senior Vice President, EPCOR

  
  

  Ms. Wishon has been with EPCOR since 1996 after a long career in the banking industry, both retail and operations, at a community bank, a savings and loan and a large commercial bank. She provides oversight of all critical functions of the organization, including EPCOR payments education, compliance and risk education, conferences and audit services departments. Ms. Wishon has been an Accredited ACH Professional (AAP) since 1996; and achieved her National Check Professional (NCP) designation is 2011. Wendy is a frequent speaker at various payments industry conferences, including NACHA’s Payments Conference and other regional conferences. Ms. Wishon represents the EPCOR membership on NACHA’s Compliance and Operations Standing Rules Group, NACHA’s Rules and Operations Committee and she sits on the Payments Institute Board of Regents and the Steering Committee of the Internet Council.

  
  

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  Approved for 1.2 CTP/CCM Recertification Credits

  by the Association for Financial Professionals

  
  

  Approved for 1 CPE Recertification Credits

  by the Board of Public Accountancy

  
  

  Approved for up to 1.2 AAP Renewal Credits

  by NACHA

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• NAFP April Lunch

  • When
    April 18, 2019
  •  
    11:45 AM - 1:00 PM
  • Location
    Security National Bank - 1120 S 101st St. Omaha NE

  Register

  Driverless Cars! Artificial Intelligence! What’s Next, Checkless Lockbox?

  Mike Reynolds|Technology Management Resources Inc.

  
  

  Is lockbox relevant in a dynamic payments landscape if (when) there are no more B2B checks? The answer is yes! It will however, require financial institutions to focus on the strategic importance of extracting value from the payments ecosystem. And that “value” is the remittance data associated with the B2B payment.

  
  

  There are three key take away’s from this session that will help financial institutions formulate strategies for growing B2B revenue from their payments franchise:

  
  

  1.    All of the SME/experience related to B2B receivables management resides in the lockbox area – whether inhouse or 3rd party. You WANT to leverage it!

  
  

  2.    Deliver receivables management (integrated receivables) benefits to your treasury clients including payment visibility, exception processing/decisioning and improved customer experience (yours and theirs) – it’s a differentiator for your institution

  
  

  3.    Become that “consultative partner” for all things related to payments and receivables. B2B clients need and want to find ways to be more efficient and cost effective in their receivables management activities

  
  

  Mr. Reynolds is a 30+ year veteran in the banking technology and payments industry. As a frequent speaker at industry payment conferences, Mr. Reynolds brings a broad understanding of the key business, technology and management drivers affecting the payments industry today. This includes a focus on the changing payments landscape where traditional lockbox (checks) and electronic payment channels increasingly intersect. He is currently Vice President at TMR Solutions, Inc.

  
  

  
  

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  CTP/CCM Recertification Credits

  by the Association for Financial Professionals - Pending

  
  

  CPE Recertification Credits

  by the Board of Public Accountancy - Pending

  
  

  AAP Renewal Credits

  by NACHA - Pending

  Show details
• NAFP May Lunch

  • When
    May 16, 2019
  •  
    11:45 AM - 1:00 PM
  • Location
    Security National Bank - 1120 S 101st St. Omaha NE

  Register

  Round Table Discussions

  
  

  Details Coming Soon

  __________________________________________________________

  
  

  CTP/CCM Recertification Credits

  by the Association for Financial Professionals - Pending

  
  

  CPE Recertification Credits

  by the Board of Public Accountancy - Pending

  
  

  AAP Renewal Credits

  by NACHA - Pending

  Show details
• Annual Conference

  • When
    September 19, 2019
  •  
    8:00 AM - 4:30 PM
  • Location
    Scott Conference Center - Omaha NE

  Register

  Details Coming Soon!

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