epcor Symposiums

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 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

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Symposium Agenda

  • Welcome & Introduction
    12:00-12:05 PM CT
  • Accelerating Instant Payments: Key Lessons from RTP® Network & FedNow® Service Deployments
    12:05-12:55 PM CT
  • Break
    12:55-1:00 PM CT
  • Third-Party Senders: Know Your Role
    1:00-1:55 PM CT
  • Break
    1:55-2:00 PM CT
  • Top Audit Findings
    2:00-2:55 PM CT
  • Closing Remarks
    2:55-3:00 PM CT

Session Descriptions

Accelerating Instant Payments: Key Lessons from RTP® Network & FedNow® Service Deployments

Mark Majeske, SVP Faster Payments, Alacriti
12:05-12:55 PM CT

With the progress of The Clearing House's RTP® network and the recent launch of the FedNow® Service, the market is experiencing a surge in instant payment adoption. In this session, we will share the key lessons learned from deploying the RTP® Network and the FedNow® Service in banks and credit unions. The presentation will focus on practical insights from real-world instant payment experiences, covering topics like implementation, monetization opportunities, common use cases and improving user experience while reducing attrition.

Third-Party Senders: Know Your Role

Ryan Crone, AAP, APRP, Senior Manager, EFT, Paycor; Shelly Sipple, AAP, APRP, NCP, Senior Director, Continuing Education, EPCOR
1:00-1:55 PM CT

Third-Party Senders have been part of the ACH Network for decades; however, over the last few years, the payments industry has worked to better define their unique involvement in the network. Hear an ACH Rules expert define the role and responsibilities of third parties in ACH origination. Then listen to what a Third-Party Sender practitioner says about how they ensure compliance and manage overall risk.

Top Audit Findings

Matthew Wade, CPA, AAP, APRP, Senior Manager, Advisory Services, EPCOR
2:00-2:55 PM CT

Third-Party Service Providers (TPSP) and Third-Party Senders (TPS) are required to perform an annual ACH Rules compliance audit. This session will cover everything you need to step into your audit with confidence. We’ll start with what is an ACH compliance audit and what differentiates the audit process from a risk assessment and get to the bottom of who, when and why of your audit. Finally, hear from an EPCOR auditor on the most common audit findings along with helpful suggestions and best practices for avoiding them in 2024!


Mark Majeske headshot

Mark Majeske

SVP Faster Payments, Alacriti

As Senior Vice President of Faster Payments at Alacriti, Mark leads the overall corporate faster payments strategy and product development of the Orbipay Payments Hub. Mark also currently serves in the Faster Payments Council Board Advisory Group. Previously, Mark led product development for the RTP® network, the FedNow® Service, and Zelle® at FIS. In addition, Mark was part of the team that designed, developed, and launched the RTP network at The Clearing House. He also worked in digital payments product development at JPMorgan Chase & Co., Citibank, SunTrust Banks (now Truist Financial Corporation), and TD Bank.

Ryan Crone headshot

Ryan Crone, AAP, APRP

Senior Manager, EFT, Paycor

Ryan Crone held an 18-year career responsible for Client Development, Implementation and Training with a credit union core processor, including processing within each of the payment rails. After joining Paycor nine years ago, his focus has been tied to ACH and wire, in the participant role of Third-Party Sender, on behalf of their HCM clients. At Paycor, he manages a knowledgeable and tenured team of associates handling ACH and wire volume that rivals that of many financial institutions. Ryan works diligently to help Paycor remain compliant and continuously evolving along with the greater payments landscape. In support of this Ryan earned his AAP designation in 2020, and his APRP in 2022. Additionally, he has served on the EPCOR Third-Party Sender/ODFI Roundtable since 2020.

Shelly Sipple headshot

Shelly Sipple, AAP, APRP, NCP

Senior Director, Continuing Education, EPCOR

Shelly Sipple joined EPCOR in 2005 following an 11-year career with the Federal Reserve Bank of Kansas City. As EPCOR’s Senior Director of Certifications & Continuing Education, she designs and conducts education programs in support of ACH to over 1,800 financial institutions and corporate members. Shelly presents at regional and national industry conferences as an ACH payments expert. She received her Accredited ACH Professional designation in October 2006, her Accredited Payments Risk Professional (APRP) in March 2018, and the National Check Professional (NCP) certification in May 2019. She is an active member of Nacha’s APRP and AFPP (Accredited Faster Payments Professional) Oversight Panels and holds a bachelor’s in business education.

Matthew Wade headshot

Matthew Wade, CPA, AAP, APRP

Senior Manager, Advisory Services, EPCOR

Matthew travels throughout EPCOR’s footprint to conduct consulting, audit and risk assessment engagements related to ACH, Wire Transfer, Third-Party and other payments-related services. As part of these services, Matthew provides recommendations related to compliance with ACH Rules, payments-related regulations and regulatory guidance. Matthew also provides education and shares best practices with financial institutions and Third-Party Senders to support their efforts towards maintaining compliance, improving operational processes and mitigating risk and fraud. In addition, Matthew collaborates on EPCOR publications designed to assist financial institutions and Third-Party Senders in conducting audits and risk assessments related to the payments industry.


Virtual Faster & Instant Payments Symposium

Join us to examine some of the most common faster and instant payments options in the payments industry. We will talk about faster payment options, such as Push-to-Card and Same Day ACH, as well as the instant payments options, RTP® and FedNow®. Get the latest updates, hear what is coming in the future and gain valuable insights from experts in the faster and instant payments space.

When: October 15

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Virtual Digital Assets Symposium

Are you looking to learn more about digital assets? Join us to examine digital assets like cryptocurrency, blockchain, non-fungible tokens and Central Bank Digital Currency (CBDC). We will explore the digital asset life cycle, digital asset management, what's next in digital assets and more.

When: December 3

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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