EPCOR Symposiums

Take a deep dive into payments topics impacting your organization with one of our virtual symposiums. Symposiums provide a unique opportunity to get important information from industry experts without leaving your office.

Virtual Digital Assets Symposium

Let’s get digital! Join us for our final symposium of the year to examine digital assets like cryptocurrency, Blockchain, non-fungible tokens and Central Bank Digital Currency (CBDC). Hear from experts Mark Dixon of Nacha, Peter Tapling of PTap Advisory and David Croft of Meyers, Roman, Friedberg & Lewis, who will explore the digital asset life cycle, share technical definitions, cover digital asset management, look at what's next in digital assets and more.

When: December 3

Symposium Agenda

Welcome & Introduction
12:00-12:05 PM CT
Digital Asset Level Set: Why Does it Matter to FIs?
12:05-12:55 PM CT
Break
12:55-1:00 PM CT
Digital Assets: Beyond the Hype
1:00-1:55 PM CT
Break
1:55-2:00 PM CT
Cryptocurrency Regulation and Enforcement
2:00-2:55 PM CT
Closing Remarks
2:55-3:00 PM CT

Session Descriptions

Digital Asset Level Set: Why Does it Matter to FIs?

Mark Dixon, AAP, APRP, CTP,NCP, Senior Consultant, Nacha
12:05-12:55 PM CT
Financial institutions may be left wondering why digital assets matter to them. Today, there is an intersection of digital assets, and their presence is changing how we interact with our consumers and businesses; in addition, payment mechanisms such as cryptocurrency also fall into this bucket, and the role of a financial institution regarding these payments is still being defined. There is a lot that matters on this front. Join Mark Dixon, Senior Consultant at Nacha, as he discusses the nature of digital assets, technological considerations and the role of cryptocurrency in payments. In addition, Mark will discuss the factors that organizations should consider in this new world of payments. Attendees will walk away from this session understanding what digital assets are and why they matter, thinking about key considerations that could impact banking and formulating ideas on how their organization may interact with digital assets both now and in the future.

Digital Assets: Beyond the Hype

Peter Tapling, Managing Director, PTap Advisory, LLC
1:00-1:55 PM CT
Can you believe it has been 16 years since the origination of Bitcoin? My, what a roller coaster the digital asset market has seen in that time. From Mount Gox and Silk Road, to predictions of $100,000 Bitcoin, to crypto winter and FTX and back to a blossoming market. Along the way, more “bank-friendly” offerings such as stablecoins, tokenized assets and CBDCs have taken root. Where are we now? How should you be thinking about digital assets?

Cryptocurrency Regulation and Enforcement

David Croft, Partner, Meyers, Roman, Friedberg & Lewis
2:00-2:55 PM CT
For many, cryptocurrency may seem like a subject where you have more questions than answers. In this presentation, you will get a high-level overview of the technical definition and components of Blockchain and cryptocurrency, current and possible uses, federal cryptocurrency regulations, state cryptocurrency regulations, global governance institutions, international cryptocurrency regulations and what might be next for cryptocurrency.

Speakers

Mark Dixon, AAP, APRP, CTP, NCP

Senior Consultant, Nacha

With accomplishments including Accredited ACH, Accredited Payments Risk, National Check and Certified Treasury Professional, Mark has worked in the financial services landscape for 20 years. Based on his practical experience in payments, coupled with his experience in payments modernization, he has successfully navigated the evolving payments landscape. Mark understands that payments serve to solve greater business needs. As such, he works with clients to strategize in the payment space and implement appropriate operational readiness, compliance considerations and risk management strategies. He actively participates in the Nacha Payment Innovation Alliance and the Faster Payments Council, contributing ideas, leadership and output to guide the industry forward.

Peter Tapling, APRP

Managing Director, PTap Advisory, LLC

Peter is a serial entrepreneur, advisor and investor. His advisory efforts are focused on productization and go-to-market strategy in payments, risk, authentication/identity and emerging technologies such as Blockchain, CBDC, 5G and IoT. He is engaged as a Technology Advisor to Nacha’s Phixius effort and has acted as CCO for Spring Labs, building a Blockchain-based protocol to enable information sharing in financial services. Peter was CRO for Early Warning Services during the market launch of Zelle®. Peter was the founding CEO of Authentify, the company that introduced Out of Band Authentication to financial services. Peter is a member of the Board Advisory Group for the U.S. Faster Payments Council, a member of the Association for Financial Professionals and an Accredited Payments Risk Professional.

David Croft

Partner, Meyers, Roman, Friedberg & Lewis

David offers a distinctive blend of legal expertise and business insight, honed from years of experience as both a General Counsel and Chief Operating Officer. He has extensive experience in the technology and manufacturing sectors, representing a diverse range of clients in industries such as artificial intelligence, software development, video gaming, medical marijuana and digital currency, as well as manufacturing, distribution, service provision and supply. His diverse background equips him with the nuanced understanding needed to provide expert, industry-specific guidance.

Virtual Instant Payments Symposium

Join us to hear about what’s happening in the instant payments world, hear from the Federal Reserve Bank and The Clearing House and get the latest updates on the FedNow^® Service and RTP^®. Hear from The Payments Professor and Payments Elsa, who will shed light on the Third-Party Service Provider's role in these instant payment rails and how a Third-Party Service Provider can help you along your journey. Get the latest information regarding what is coming in the future and gain valuable insights from experts in the instant payments space.

When: October 15

Virtual Third-Party Sender Symposium

Join us for a special symposium bringing together ACH Rules experts and Third-Party Sender practitioners to provide actionable insight to help Third-Party Senders better understand their responsibilities, opportunities and risks specific to their unique role in the payments space. Mark Majeske, Alacriti, will provide insight from deploying the RTP® Network and the FedNow® Service, covering topics like implementation, monetization opportunities, common use cases and improving user experience while reducing attrition. Then Ryan Crone, Paycor, and Shelly Sipple, EPCOR, will dive into the role and responsibilities of third parties in ACH origination and how to maintain compliance and manage overall risk. Finally, EPCOR auditor, Matthew Wade, will cover what Third-Party Senders need to know about the ACH Compliance Audit process along with common audit findings, helpful suggestions and best practices.

When: July 31

Registration Closed

Virtual Payments Fraud Symposium

During this symposium, we'll delve into three areas of fraud that impact payment participants and discuss mitigation techniques to help reduce the incidence of fraud.

When: April 30

Registration Closed