FALL Summit 2015 Agenda

 Sunday, September 20, 2015

8:30 AM

10:30 AM

Board of Directors Meeting

12:00 Noon

5:00 PM

Golf Outing Beverage Cart Sponsored by Raymond James & Associates Lunch Sponsored by Redi Enterprise Development, Inc.

12:00 Noon

5:00 PM

Wine Country Tour & Tasting 

5:00 PM

7:30 PM

Registration Open

6:30 PM

8:00 PM

Welcome Reception & First Timers Toast Sponsored by Jack Henry & Associates

Monday, September 21, 2015

7:00 AM

3:00 PM

Registration Open

7:15 AM

8:15 AM

First Time Attendees Orientation Breakfast-By Invitation Only                   

7:15 AM

8:15 AM

Buffet Breakfast

8:30 AM

8:45 AM

Welcome and Opening Remarks - Russ Bernthal, AFT President

8:45 AM

10:00 AM

Keynote Address - Mike Abrashoff Former Commander, USS Benfold and Author, "It's Your Ship"

10:00 AM

10:15 AM

Refreshment Break Sponsored by BancVue

10:00 AM

10:45 AM

Spouse/Guest Meet & Greet

10:15 AM

11:30 AM

Strategies for Achieving Real-Time Payments in the U.S. - Shonda Clay, SVP Customer Relations & Support Office, Federal Reserve System

11:30 AM

12:45 PM

Table Top Discussion Luncheon Sponsored by LoanTek

12:45 PM

2:00 PM

Afternoon Business Break

2:00 PM

3:00 PM

Panel Best Practices on Interaction with Consultants – Moderator: Sona Jepsen, VP, Head of Consultant Relations, FIS Global

Panelists: Denise McNeil, VP, Harper McNeil; Joy Pelaez, EVP Consulting Services, Genesys Consulting Group; Mr. Jim Wilkson, President, BankSmart; Jake Aleman, Technology Practice Director, CCG Catalyst Consulting Group

3:00 PM

3:30 PM

Board Candidate Introductions & Campaign Remarks

3:30 PM

5:00 PM

Interactive Session - Moderator: Brian O'Neill, VP, Partner Management Team, FIS

6:00 PM

9:00 PM

Private Reception and Vineyard Tour followed by Dinner in the area's only Estate Wine Cave Sponsored by FIS

 Tuesday, September 22, 2015

7:00 AM

3:30 PM

Registration Open

7:15 AM

8:15 AM

Breakfast Sponsored by MX

8:30 AM

9:30 AM

CEO Keynote - Matt Flake, CEO & President, Q2

9:30 AM

10:00 AM

Refreshment Break Sponsored by Geezeo

10:00 AM

11:15 AM

Today’s VIBE (Viewpoint on Investing, Business and Economics) - John Augustine, CFA Chief Investment Officer, Huntington Bank

11:15 AM

12:00 PM

Annual Business Meeting and Election

12:00 PM

1:30 PM

Lunch - Introduction of new members. Sponsored by cpi card group.

1:30 PM

2:30 PM

Getting the Big Bang for Your Effort - Steve Hufford, Managing Director, Raymond James & Associates

2:30 PM

3:30 PM

Sh*ft Happens - Sam Maule, Emerging Payments Practice Lead, Carlisle & Gallagher Consulting Group

3:30 PM

5:00 PM

Afternoon Business Break

5:00 PM

6:00 PM

Farewell Reception with EFTA – A Special Bonus! Sponsored by CSI

6:00 PM

Fall Summit Ends. Dinner on your own. See you March 13 - 15, 2016 in Orlando, Florida!