SFE Staff Directory

(800) 626-4733

(504) 525-6779

President & CEO

D Jackson Staff

Donald S. Jackson, AAP, CTP

Ext. 1123
djackson@sfe.org

Don Jackson, President & CEO for Southern Financial Exchange, is a Certified Treasury Professional and Accredited ACH Professional. Don has over 30 years’ experience in Treasury Management, specializing in the ACH industry. Don has worked closely with the National Automated Clearing House Association (Nacha), serving on several Nacha councils and workshops, Nacha’s Rules and Operations Committee and currently serves on Nacha’s Risk Management Advisory Group. Southern Financial Exchange was chartered in May of 1976 to promote sound business practices and provide educational, training, regulatory and solutions-development support for its member’s use of the ACH network and other payment systems. Almost 50 years later, Southern Financial Exchange proudly continues this mission with an annual conference, in-person seminars, webinars, on-demand courses, compliance audits and risk assessments.

Member Services

P Rodriguez Staff

Pamela T. Rodriguez, AAP, CIA, CISA
Chief Operations Officer

Ext. 1111
prodriguez@sfe.org

Pam has a “Passion for Payments and People” and has over 30 years of experience conducting audits, risk assessments and speaking sessions for financial institutions and third-parties engaged in the ACH Network. She is a member of Nacha’s APRP Oversight Panel, serves on Nacha’s Payments Institute Board of Regents and has served several terms on Nacha’s Risk Management Advisory Group. 

Prior to joining Southern Financial Exchange as Senior Vice President of Member Services, Pam was President & CEO of ePayAdvisors and former EastPay Advisory Services and Executive Director of the Alabama ACH Association.

Pam is a lover of music, enjoys gardening and the outdoors. In her spare time, she volunteers as a Magic Maker for Magic Moments, whose purpose is to provide happiness to children throughout the state of Alabama who have been diagnosed with chronic life-threatening illnesses.

D Moss Staff

Danita Moss, AAP, NCP
Senior Vice President

Ext. 1142
dmoss@sfe.org

Danita Moss joined Southern Financial Exchange in 2003 following 25 years experience in community bank operations. Danita is an active member of the Center for Payments Faster Payments Professional Certificate workgroup, Center for Payments/Federal Reserve Education Partnership Project Team, and Nacha’s AAP Blue Ribbon Panel. Danita also serves on the Board of Directors for the Mid-South Association of Financial Professionals, Memphis, TN.

Danita's credentials include Nacha’s Accredited ACH Professional (AAP) Certification, ECCHO’s National Check Payments Certification (NCP), and ECCHO’s NCPC Program Certified Trainer.

Danita's interest includes serving in her church, event planning and spending time with her family. 

C Bishop Staff

Catherine R. Bishop, AAP, APRP, NCP
Vice President

Ext. 1143
cbishop@sfe.org

Prior to joining SFE, Catherine worked in the banking and credit union industry for 26 years in compliance management, training, and auditing. She earned the Credit Union Compliance Expert certification, and the Credit Union Enterprise Risk Management Expert certification from CUNA. She currently holds the Accredited ACH Professional and Accredited Payments Risk Professional credentials. Catherine graduated from Lamar University in Beaumont, Texas with a BBA in Human Resources Management.

She also served on the Board of Directors for the JASON Project for ten years, and enjoys the outdoors, and spending time with family and friends.

Michael Pena

Michael Peña, AAP, APRP
Vice President

Ext. 1145
mpena@sfe.org 

Michael Peña is an Accredited ACH Professional, AAP (2016) and an Accredited Payments Risk Professional, APRP (2021) with 14 years of success in the financial services industry. Prior to joining Southern Financial Exchange as Vice President of Member Services, Michael was Director, Payments Risk and Compliance with ePayAdvisors where he performed their suite of audits and risk assessments for member financial institutions. Michael resides in Dallas, TX where he enjoys days on the lake, grilling, music, bowling with friends, all things sports, and most of all, family time.

 

Dominic Plumeri B&W

Dominic Plumeri, AAP, APRP
Vice President

Ext. 1144
dplumeri@sfe.org 

Dominic has over 17 years of experience conducting audits, risk assessments, education and speaking sessions for parties engaged in the ACH Network. He has been certified by Nacha as an Accredited ACH Professional since 2002 and an Accredited Payments Risk Professional since 2021. Dominic has served terms on Nacha's AAP Blue Ribbon Panel and Nacha's Risk Management (Enforcement) Product Group which was originally formed under Nacha’s Risk Management Advisory Group.

Prior to joining Southern Financial Exchange as Vice President of Member Services, Dominic was Director of Risk and Compliance for PaymentsFirst. His responsibilities included performing compliance services and education events.

While Dominic resides in Alabama currently, he was born in Milwaukee, Wisconsin, which he still considers home. He enjoys visits to Wisconsin with family during holidays and other special occasions. Other times, Dominic can be found working outside in the yard, enjoying time with his family and soon, skydiving.

Questions about registrations, publication orders or invoices?

 

T Kottemann Staff

Tricia Kottemann
Executive Assistant

Ext. 1121
tkottemann@sfe.org

Tricia Kottemann joined Southern Financial Exchange as Executive Assistant in 2008. Tricia is responsible for providing professional member and customer support through coordinating education offerings and assistance, publications, website development, marketing, and office management.

Prior to joining Southern Financial Exchange, Tricia spent 30 plus years as an executive assistant working for large corporations, architectural, accounting and insurance companies.

In Tricia’s spare time, she enjoys spending time with her husband, children, grandchildren and friends, gardening, relaxing at the beach, music and running.