2027 Agenda
Select a day to jump to its schedule. All times are Central, and all sessions and speakers are subject to change.
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Monday, April 5, 2027
| TIME | SESSION / SPEAKER |
|---|---|
| 7:00 AM–4:00 PM | Registration Open |
| 7:00 AM–11:00 AM | Exhibitor Set-Up |
| 8:30 AM–10:30 AM | Continental Breakfast |
| 8:30 AM–9:00 AM | First-Timer Orientation (Meet at Registration Desk) |
| 9:00 AM–9:50 AM | PRE-CONFERENCE FOCUS GROUP Training for the Trifecta/From Maybe to Accredited: Build Your AAP, APRP, Or AFPP Success Plan Christina Rice, AAP, AFPP, APRP, NCP, Manger of Payments Education Special Programs, The Clearing House Payments Authority and Brent Phillips, CTP, AAP, APRP, AFPP, SVP, Director of Treasury Operations, B1Bank PRE-CONFERENCE FOCUS GROUP Stump the Auditor David Payne, AAP, CIA, CFSA, Senior VP Payments Risk & Compliance, SFE and Dominic Plumeri, AAP, APRP, VP Member Services, SFE |
| 9:50 AM–10:00 AM | Break |
| 10:00 AM–10:50 AM | PRE-CONFERENCE FOCUS GROUP Reg E Focus Group/Discussion Lisa B. Berry, Member, Conformance LLC and Shannon W. Harris, Member, Conformance LLC PRE-CONFERENCE FOCUS GROUP New ACH Rules Focus Group/Discussion Sandra Parker, AAP, AFPP, Director Payments Risk & Compliance, SFE and Cathy Bishop, AAP, APRP, NCP, SVP of Risk, Compliance, and Operations, First State Bank of Texas |
| 10:50 AM–11:00 AM | Break |
| 11:00 AM–11:30 AM | Lunch Served and Exhibit Hall Break |
| 11:15 AM–12:15 PM | Welcoming Remarks, Awards, & Vendor Fast Pitches (Lunch Continues) Pamela Rodriguez, AAP, CIA, CISA, President & CEO, SFE and Kevin Olsen, AAP, NCP, APRP, CHPC, AFPP, The Payments Professor |
| 12:15 PM–1:15 PM | GENERAL SESSION TBD Kevin Olsen, AAP, NCP, APRP, CHPC, AFPP, The Payments Professor |
| 1:15 PM–1:40 PM | Exhibit Hall Break |
| 1:40 PM–2:30 PM | RISK & COMPLIANCE TRACK From Compliance to Insight: Rethinking Your Payments Risk Assessment David Payne, AAP, CIA, CFSA, Senior VP Payments Risk & Compliance, SFE and Christina Rice, AAP, AFPP, APRP, NCP, Manager, Payments Education Special Programs, The Clearing House FRAUD TRACK The Interconnected Fraud Web: How Modern Scams, ATO, and Identity Abuse Drive Cross Channel Financial Crime Amanda Compton, Payments Strategies Industry Consultant with the Secure Payments, Federal Reserve Financial Services PAYMENTS INNOVATION TRACK A Roadmap for Navigating Payments Modernization Ryan Haydel, Principal Solutions Consultant, Alacriti and TBD |
| 2:30 PM–2:50 PM | Exhibit Hall Break/Refreshments Served |
| 2:50 PM–3:40 PM | RISK & COMPLIANCE TRACK Title TBD- Hot topics in loan compliance, BSA compliance, and deposit compliance Memrie Fortenberry, Special Counsel, Jones & Walker FRAUD TRACK Authorized, Induced or Unauthorized? The Payments Dispute Decision Framework Brent Phillips, CTP, AAP, APRP, AFPP, SVP, Director of Treasury Operations, B1Bank and Jordan Bennett, AAP, APRP, Senior Director, ACH Network Risk Management, Nacha PAYMENTS INNOVATION TRACK Title TBD- AI Strategy, Strategic Tech Planning Jimmy Sawyers, Chairman & Co-Founder, Sawyers and Jacobs |
| 3:40 PM–3:50 PM | Break |
| 3:50 PM–4:40 PM | RISK & COMPLIANCE TRACK Stablecoin & Tokenized Deposits David Peterson, SVP Chief Innovation Officer, First National Bankers Bank FRAUD TRACK Balancing Fraud Mitigation and Cardholder Friction Diana Kern, AAP, Senior Financial Solutions Consultant, Shazam PAYMENTS INNOVATION TRACK From Use Case to FedNow Send: A Fintech–Bank–Network Implementation Story Ryan Gullum, VP Immediate Payments Operations Manager, The Bancorp, James Touhey, Product Management Payments & Money Movement, Intuit, and Greg Jaegar, Knowledge Leader, FedNow Product Management, Federal Reserve bank of Chicago |
| 5:30 PM–8:30 PM | Welcome Reception & Beach Bonfire |
Tuesday, April 6, 2027
| TIME | SESSION / SPEAKER |
|---|---|
| 7:00 AM–4:00 PM | Registration Open |
| 7:45 AM–8:30 AM | Breakfast Buffet & Exhibit Hall Open |
| 8:15 AM–8:30 AM | Opening Remarks Kevin Olsen, AAP, NCP, APRP, CHPC, AFPP, The Payments Professor |
| 8:30 AM–9:30 AM |
KEYNOTE Join us for this pivotal year as we welcome payments industry titan, veteran fintech executive, entrepreneur, influencer, and leader Joe Proto for an exciting and timely Keynote Session on what he has learned in his 45-year career that will guide us on what’s next! |
| 9:30 AM–10:00 AM | Exhibit Hall Break & Refreshments Served |
| 10:00 AM–10:50 AM | RISK & COMPLIANCE TRACK TBD TBD FRAUD TRACK Stopping the Bleeding: A 50-Minute Front-to-Back Guide to Check Fraud Danita Moss, AAP, NCP, Senior VP Payments Education, SFE and Connie LaChance, AAP, AFPP, APRP, NCP, VP, Education & Events, Wespay PAYMENTS INNOVATION TRACK Unlocking the Power of ISO 20022: How Fedwire Enhancements Will Transform Payments Leslie Lee, Lead Project Manager for Payments Product Management, Federal Reserve Bank of New York |
| 10:50 AM–11:00 AM | Break |
| 11:00 AM–11:50 AM | RISK & COMPLIANCE TRACK Payments on Trial: A Review of Recent Lawsuits Scott Jones, Partner, Financial Services Team at Adams & Reese LLP FRAUD TRACK TBD Q2 (Centrix Team) PAYMENTS INNOVATION TRACK What Your Board Really Thinks About Technology Philip Smith, Chairman and Chief Executive Officer, Gerrish Smith Tuck, Consultants and Attorneys |
| 11:50 AM–12:05 PM | Break |
| 12:05 PM–1:15 PM | Lunch Buffet Open |
| 12:30 PM–1:30 PM | GENERAL SESSION TBD Securities Fraud Amanda Senn, Director, Alabama Securities Commission |
| 1:30 PM–1:50 PM | Exhibit Hall Break |
| 1:50 PM–2:15 PM | VENDOR SHOWCASE TBD VENDOR SHOWCASE TBD VENDOR SHOWCASE TBD |
| 2:15 PM–2:40 PM | VENDOR SHOWCASE TBD VENDOR SHOWCASE TBD VENDOR SHOWCASE TBD |
| 2:40 PM–3:00 PM | Refreshment Break & Final Networking in Exhibit Hall |
| 3:00 PM–3:50 PM | RISK & COMPLIANCE TRACK TBD Brian Laverdure, SVP Digital Assets and Innovation Policy, ICBA FRAUD TRACK TBD Heather Lee, AAP, AFPP, Director Member Services and Samir Black, CEO, Forseti PAYMENTS INNOVATION TRACK Title TBD- International Payments John Min, Chief Economist, Monex USA and Dr. Jorge Jimenez, Ph.D., CEO, Global Fintech Forum with Mike Richert, AAP, VP, Member Engagement & Support, SFE as moderator |
| 3:50 PM–5:00 PM | Exhibitor Hall Cocktail Hour |
| Evening | SFE "No Host" Dinners or Dinner On Your Own |
Wednesday, April 7, 2027
| TIME | SESSION / SPEAKER |
|---|---|
| 7:15 AM–8:15 AM | Continental Breakfast & Mimosa Bar |
| 8:30 AM–9:20 AM | GENERAL SESSION Fraud Panel Ibby Dickson, Manager of Federal Advocacy, The League of Credit Unions & Affiliates, Jeff Taylor, SVP Head of Fruad Forensics & Commercial Payments Strategy, Regions Bank, Starr Largin, SVP, Finovifi, and TBD with Kevin Olsen, AAP, NCP, APRP, CHPC, AFPP, The Payments Professoras moderator |
| 9:20 AM–10:10 AM | GENERAL SESSION Organized Criminal Activity Cases Review in Southern States John McCullough, President, FRPA with the Secret Service |
| 10:10 AM–10:30 AM | Refreshment Break |
| 10:30 AM–11:20 AM | GENERAL SESSION TBD David Peterson, SVP Chief Innovation Officer, First National Bankers Bank |
| 11:20 AM–11:30 AM | Prize Drawings and Conference Wrap-Up |
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