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Emerging Trends in Payment Capture & Clearing

Now Available! A Two Disk CD Set with the Presentations from the

TAWPI 2007 Payments in Transition Conference!

 

PowerPoint Slides Are Synched to the Audio Exactly as Presented!

Don’t Wait – Get Yours While They’re Still Available!

 

If You Were There …

You invested time and money to attend the outstanding “Payments in Transition” conference. Make your investment count! Order this Conference CD to review again and again at your convenience and at your own pace … see and hear the sessions you missed … review critical points you may have missed … and share all of the sessions with your colleagues.

 

Within days of attending an informational session, you forget 80% of what you have heard. But not if you order the Conference CD with audio synched to the presentations!

 

If You Weren’t There …

Order this Conference CD to experience the sessions' information-packed presentation again and again at your convenience and at your own pace. It’s almost like being there!

 

You Should Buy This Conference CD because It …

Is a valued gift for your customers … is an effective training aid for your staff … enables you to refresh your knowledge when and as you need it … includes concurrent sessions that you have missed … has every PowerPoint slide used, synched with its corresponding audio … is a valuable addition to your TAWPI library of educational content.

 

Want a sample presentation? For the first few minutes of "The Changing Payment Mix" session

click here.

 

Cost

$199.00 each + $10.00 S&H/CD ordered. With 10 hour-long sessions, your cost is less than $20 per session! This is a small portion of the cost of attending in person!

Quantities Are Limited, so Buy Online Now – It’s Fast and Easy!


Fill out the easy online order form:
CLICK HERE FOR THE ORDER FORM After you fill out the order form you will be taken to a payment page for payment instructions.
 

Here is a list of the sessions:

Keynote Address: Insights into the Payments Future
Mark Kielman, Industry Relationship Manager, Federal Reserve Bank
This session will take high level look at emerging trends and provide insights into the vision of the payments future. You will hear industry changes and their potential impact payment and remittance processing. You will also get some insight into products and services that should be considered by organizations involved in originating or processing payments.

The Changing Payments Mix
Alenka Grealish, Celent, LLC
This high-level presentation provides a state-of-the-industry analysis of the changing payments mix and its impact on corporate billers. The session will provide a forecast of how key business operations and processes are expected to change to handle these changes. Finally, the speaker will explore how industry practitioners can play a strategic role in advancing their company’s transition to more efficient payment processing models.

 

State of the Lockbox Market: A Town Hall Meeting

Nancy Gessman , Vice President, Communications Data Services, Inc.

Kathi Plymouth, Director, Product & Marketing, First Data Corporation/REMITCO

Serena Smith, Senior Vice President, Fidelity National Information Services

Attendees wondering what the future might hold for lockbox processing attended a lively town hall meeting, bringing together the top dogs from four of the largest third-party lockbox providers – REMITCO, Regulus, Fidelity and CDS – who shared their opinions on the challenges and trends likely to impact the lockbox arena, and what organizations can do to prepare … and even cash in.

Back Office Conversion Workflows: Evaluating the Models
Terry Stepanik, President and COO, U.S. Dataworks, Inc
Cheryl Gurz, Vice President, HSBC Bank
NACHA’s Back-Office Conversion eliminates many of the operational barriers that have prevented retailers and billers with walk-in payments from taking full advantage of check conversion for over-the-counter transactions. Is BOC as simple as taking the checks and running them through a scanner in the backroom? It can be. But there are more deposit processing scenarios to be considered. This session will cover some of the workflows in play in the marketplace, examine benefits or each, and help you evaluate which model may make sense for your organization. Returned item considerations will also be addressed.

Electronic Check Clearing Made Easy - Case Studies on Check 21
Mark Kielman, Industry Relationship Manager, Federal Reserve Bank
Hear about the growth of electronic receipts and how it is taking costs out of the check clearing system and enabling institutions to maximize Check 21 benefits as well as share the financial institution's Check 21 value calculator and computations for their business. Finally, the session will explore current electronic presentment statistics, emerging trends and future projections for adoption.

City of North Las Vegas – Cutting Edge Remittance Payment Technology for a Local Government Office
Steve Parnell, Product Marketing Manager, Remittance Solutions, Metavante Image Solutions
Will Riggs, Financial Analyst, City of North Las Vegas
Rapid changes in technology, regulations, and customer payment preferences have made it challenging for local government offices to accelerate their collection of receivables while simultaneously containing payment processing costs. This session showcases the City of North Las Vegas and its journey to migrate to electronic payments for remittance processing. Speakers will discuss the advantages of implementing a fully integrated payment processing platform that handles any type of remittance transaction received as well as all the emerging payment mechanisms such as Accounts Receivable Conversion (ARC), truncation, check image exchange, and substitute checks.

Remote Deposit Capture: Delivering the ROI
Shawn B. Kruger, Director, Business Development, Imaged Payment Technologies Group, Open Solutions Inc.
There are many drivers for implementing remote deposit capture including maintaining a competitive offering with the top banks, reducing transportation costs, improving funds availability and expanding the processing window for your customers. But does remote deposit capture really deliver a return on your investment? Walk through all of the variables to consider in building your business case, selecting a vendor and defining your project plan. Gain an understanding of what the real impact to the bottom line will be and everyone in your organization that will be affected.

Handling Image Instead of Paper
John Black, First Vice President, Cash Management, Countrywide Home Loans
This session will explore the most effective ways to process and manage all of the different types of returns including; ACH (NSF), Image, Paper, IRD's, ACH (Administrative). Hear about how to overcome the processing hurdles while dealing with numerous check law issues and confusion among your customer base. Finally, you’ll learn what fees are involved, who can charge what for what type of return and what state laws intercede.

An Image Lockbox Success Story: Bank of Nevada
Kim Masias, IT Support Officer, Bank of Nevada
Wally Vogel, President, Creditron Corporation
A As part of its commitment to customer service, Bank of Nevada made the decision in late 2004 to purchase an in-house IT solution to deliver local lockbox services. Previously, only lockbox processors in Arizona and California served Nevada, which meant an out-of-state mailing address for payments and frequent delays in funds availability. Through Bank of Nevada’s investment in an image lockbox, the bank has quickly grown its lockbox volume to more than 100,000 items a month. And a unique module in the bank’s system automatically processes matched or balanced payments in the first pass; only exceptions are out-sorted to a second pass for image data completion. The bank’s current lockbox volume includes utility payments, HOA dues, medical payments, lease payments, and basic accounts receivables transactions. This presentation will detail how the bank selected its lockbox system, how it markets the service, and the benefits the bank has seen.

Ready, Set, Click! A Credit Union’s-eye View of How to Implement a Remote Deposit Automation Solution
Robert Coyan, Senior VP, Corporate One Federal Credit Union
Frank Cavanaugh, Alogent Corp.
Making the strategic decision to adopt remote deposit automation is one thing. Moving from internal justification and acceptance of this strategy to a successful implementation is another. In this case study session, one end-user teams up with a remote deposit solution provider to explain the process from beginning to results. Learn how this credit union accomplished their objectives from solution evaluation, building ROI parameters and a business case, the details of implementation, specific challenges and how they were overcome, and their results to date.

 

Electronic Clearing Alternatives

Nancy Outen, Unisys Corporation

Bryan Bruton, eGistics, Inc

Phyllis Meyerson, ECCHO

Stuart Williams, CheckFree Payment Services 

 

2007 TAWPI Payments in Transition CD

2006 TAWPI/AIIM Capture Conference CD

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