Agenda
Tuesday, May 2nd
06:00 – 08:00 PM | Networking Welcome Reception – Eclipse Kitchen & Bar @ Hyatt San Francisco
Wednesday, May 3rd
08:00 – 09:00 AM | Registration/Networking Breakfast
09:00 – 09:15 AM | Conference Welcome — Debbie Barrafato
09:15 – 10:00 AM | State of the Company — Wally Vogel
10:00 – 11:00 AM | The 5 Biggest Mistakes Payment Processing Operations Make — Mark Brousseau
Finance executives rank payments processing among the most laborious and paper-intensive finance functions, as well as a task that would benefit the most from automation. Most of the blame for this dubious trifecta lies in the outdated way that businesses and government organizations are processing their payments. During this session, attendees will hear the latest data on the biggest challenges and pain points faced by payments processing departments, learn five big mistakes made by businesses and government organizations that contribute to these challenges and pain points, hear best practices and emerging technologies for eliminating these mistakes, and see the tactical and strategic benefits achieved by real-world organizations that put these best practices and technologies into practice.
11:00 – 11:15 AM | Break
11:15 – 12:00 PM | A Federal Reserve Update on Payments — Steven Jung
12:00 – 01:30 PM | Roundtable Luncheon: Payments & Receivables Best Practices
01:30 – 01:45 PM | Break
01:45 – 04:45 PM | Breakout Session – 01:45 PM – 02:30 PM
Case Study – Consolidation & Automation with NiSource – Janet Boo (Option 1)
This high-volume utility eliminated disconnected, manual process by implementing key points of automation. Find out how!
ECP Demo (Option 2)
1:1 Meeting – Must RSVP (Option 3)
Breakout Session – 02:30 PM – 03:15 PM
Case Study – From The Old to The New With Gila Corp – Suzi Tanksley (Option 1)
A longtime ItemAge customer, Gila recently embarked on a conversion to ItemAge Express. Here their tales from the trenches on what (and what not!) to do.
Cash Application/Dashboard Demo (Option 2)
1:1 Meeting – Must RSVP (Option 3)
Breakout Session – 03:15 PM – 04:00 PM
Case Study – Automating donation processing with Oblate Missionary Society – Richard Muzny (Option 1)
Learn about the benefits gained by this large Catholic charity once they integrated ECP into their complex donation processing flow.
IAX Demo (Option 2)
1:1 Meeting – Must RSVP (Option 3)
Breakout Session – 04:00 PM – 04:45 PM
Three Steps to Faster Receivables Reconciliation – Wally Vogel (Option 1)
OTC Demo (Option 2)
1:1 Meeting – Must RSVP (Option 3)
04:45 – 06:00 PM | Partner Showcase & Networking Reception
07:00 – 10:00 PM | Customer Appreciation Event & Awards Ceremony – Barrel House Tavern, Sausalito, CA
Thursday, May 4th
08:00 – 09:00 AM | Networking Breakfast
09:00 – 10:00 AM | PANEL: What’s Next in Payments Processing & Receivables Management — Mark Brousseau (Moderator)
The dizzying rate of change of payments processing and receivables management can be overwhelming. Diversifying payment and remittance delivery channels. Faster payments initiatives. Ever-increasing cash application demands. Heightened audit and compliance requirements. And new technologies and processes. During this highly interactive session, a panel of industry experts will help attendees make sense of it all. The panelists will provide their unique insights on the top trends in payments processing and receivables management, detail their perspectives on the critical emerging technologies and best practices in payments processing and receivables management, share examples of organizations that have taken advantage of these technologies and best practices, and offer attendees tips for preparing for inevitable change in their payments and receivables operations.
10:00 – 10:30 AM | How to Choose the Best Scanner for Your Current and Future Needs — Jordin Smith
Choosing the right scanner for your payments operations is harder than ever. Organizations must consider: declining check volumes, heightened demands for page-scanning, a wide range of check and document scanners, tight budgets, and the possibility that the organization will consolidate all scanning into a shared services center. The issue is coming to a head with several widely-deployed check scanners reaching end-of-life. This session will help you better understand the scanners available on the market. Attendees will learn the latest information on the check scanners reaching end-of-life, hear about the different check and document scanners supported by Creditron, learn how other Creditron customers have successfully leveraged different types of scanners to meet their business needs, and hear tips for determining which type of scanner is right for your operations.
10:30 – 10:45 AM | Break
10:45 – 11:30 AM | Best Practices for Safeguarding Payment and Remittance Data — Wally Vogel
Last year was a wake-up call for receivables departments when it comes to securing sensitive information: data breaches were front-page news and many businesses and government organizations suffered significant financial losses, regulatory fines and penalties, and reputational damage. The threat of breaches and data loss will increase as more crooks and unscrupulous employees set their sights on the growing volume of electronic data. But there is no need to raise a white flag! During this presentation, attendees will learn how antiquated systems and processes put their payments and remittance data risk, best practices as well as features within Creditron’s solutions for safeguarding critical data, and strategies for educating front-line staff on how to mitigate potential security risks.
11:30 – 01:00 PM | Roundtable Luncheon: Breakout by Industry or System
01:00 – 02:00 PM | Breakout Session Option 1 – 01:00 PM – 02:00 PM
Electronic Check Deposit Certification Class
Electronic check deposit is an invaluable tool for businesses and government organizations in the United States and Canada. Depositing checks electronically reduces processing and related costs, accelerates funds availability, and enhances visibility and reporting. Is your organization taking full advantage of electronic check deposit? Do you know the potential implications of duplicate items in image cash letters (ICLs) and how to avoid them? During this special certification program, the instructor will take attendees on a deep dive into electronic check deposit to provide them with everything they need to know on the technology, including: the rules for the United States and Canada; process flows; the business case; key considerations; how to talk to your bank about electronic deposit; managing the change in your operations; and how the Creditron solution supports electronic check deposit. For organizations that are already generating image cash letters, the class will provide the insights necessary to avoid the potential downsides of electronic check deposits, such as duplicates. Each attendee will receive a comprehensive reference guide on electronic check deposit. And all attendees who complete the class will also receive a certification from Creditron confirming their participation.
Breakout Session Option 2 – 01:00 PM – 02:00 PM
IBML – 3 Reasons You Should Not Purchase Another Check Scanner
Declining check volumes, exploding receivables data capture demands, and antiquated check scanning hardware is forcing billers and bank lockbox providers to rethink the way they process checks and remittances. During this presentation, attendees will learn why check-centric approaches to remittance processing will soon become a thing of the past; how production document scanners deliver a better total cost of ownership compared to check scanners and mail opening and document scanning workstations; and tips for cost-justifying the purchase of a production document scanner. The speakers also will share case study examples of how three real-world lockbox providers have benefited from replacing antiquated check scanners with production document scanning solutions.
Breakout Session Option 3 – 01:00 PM – 02:00 PM
1:1 Meeting – Must RSVP
02:00 – 03:00 PM | Your Toughest Payments and Accounts Receivables Challenges – SOLVED!
There is no excuse to leave this year’s user conference without learning actionable solutions to your toughest payments and accounts receivables challenges. Our expert panel stands ready to offer their strategies for cost justifying system upgrades, making sense of new technologies, managing change in your operations, reducing exceptions, training staff, boosting system performance, streamlining cash application – whatever your toughest payments or receivable challenge happens to be!
03:00 – 03:30 PM | Closing Remarks
