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Hit It out of the Park with Payments!

2016 Information Interchange

March 1 - 3 | Orlando, FL


about information interchange

At Information Interchange, you will learn the latest information on payments strategies, operations and technology solutions, and risk and compliance issues related to ACH, Card, Check, Mobile, RDC, Wire, Alternative Payments, and more! Knock it out of the park at your institution with the knowledge you gain at Information Interchange 2016! Don't miss this exciting opportunity to get the most up-to-date and relevant content from the most dynamic speakers in the payments industry. You'll also get ample opportunity to interact with and learn from other payments professionals and solution providers. If you can only afford to attend one event in 2016, you won't find a better value than Information Interchange, long recognized as "the best value for AAP recertification credits anywhere!" We are proud to bring you cutting-edge topics and national-caliber speakers at regional conference prices!

Who Should Attend? 

  • Chief Executive Officers 
  • Chief Financial Officers 
  • Chief Operations Officers 
  • Controllers & Comptrollers 
  • Vice-Presidents, Directors & Senior Managers
  • Senior Payments Executives
  • Operations 
  • Fraud & Risk Managers
  • Compliance Officers 
  • Auditors 
  • Treasury Management Sales
  • Government Payment Officials 
  • Accredited ACH Professionals (AAPs) 
  • National Check Professionals (NCPs) 
  • Certified Treasury Professionals (CTPs) 

EastPay is proud to be a Participating Member of PayItGreen, a NACHA-led coalition whose members are committed to the positive environmental impacts of reducing paper in the financial industry. In an effort to reduce waste and decrease the use of paper products at this conference, there will be no paper copies of session presentations or handouts at the event. One week before the start of the conference, attendees will be provided with a web link to the available presentations. At the time, please review them and print any you would like to have at the conference. The presentations will be available to attendees electronically for 6 months after the conference. Find out more about the PayItGreen initiative at www.payitgreen.org. 

A Valuable Conference for a Reasonable Rate!

Register by today to get the best rate for a must-attend conference! The Information Interchange conference offers a Certification Discount (AAP/NCP/CTP/CCM) rate of $475 and the Regular Registration offers a rate of $525. Beat the crowd and register your spot today for this year's payment conference! 

2016 Agenda

Tuesday, March 1, 2016
8:00 am - 4:00 pmExhibitor Set-up
9:30 am - 4:00 pmRegistration and Publication Sales
10:00 - 11:30 am
Workshop I
What’s Your ERA (Exposure Rating for ACH)?
Kevin Olsen, AAP, NCP, EastPay
Pam Rodriguez, AAP, CIA, CISA, EastPay
11:30 am - 12:15 pmDouble Play Lunch
12:15 - 1:45 pm
Wire Transfer Workshop
Stop Stolen Bases: Properly Managing Wire Risk
David Payne, AAP, NCP, CIA, CFSA, EastPay
1:45 - 2:00 pm7th Inning Stretch Refreshment Break
2:00 - 3:30 pm
Audit Workshop
Auditing Your Starting Lineup: Do You Have the Best Players in the Right Positions?
Debra Arai, AAP, EastPay
Michelle Lee, AAP, NCP, EastPay
5:00 - 6:00 pmWelcome Reception
Wednesday, March 2, 2016
7:00 am - 4:20 pmRegistration & Publication Sales
7:00 - 8:00 amContinental Breakfast
8:00 - 8:30 amWelcoming Remarks
Norman Robinson, AAP, CTP, EastPay
8:30 - 9:45 am
Opening General Session
Who’s on First, What’s on Second: Changes in the Payments Space and the Millennials Driving Them
David Peterson, i7strategies
9:45 - 10:15 amRefreshment Break
10:15 - 11:30 am
General Session
Spring Training 2016: Getting Ready for the Fastball with Same-Day ACH
Nell Campbell-Drake, Federal Reserve Bank
Jan Estep, NACHA
Steve Ledford, The Clearing House
 Operations and Technology Track Risk and Compliance Track Treasury Management Track
11:30 am - 12:30 pm
Concurrent Session I
Tokenization: The Future of Account Numbers
Steve Ledford, The Clearing House
Batter Up: Get on First Base with Same-Day ACH Risks
Mary Gilmeister, AAP, NCP, WACHA
Covering Your Bases: The State of EMV
Billy Tran, Shoreline, A Gemalto Company
12:30 - 1:15 pmLunch
1:15 - 2:15 pm
General Session
Fraud: The New “F Word”
Jim Stickley, Stickley on Security
2:15 - 2:45 pmRefreshment Break
2:45 - 3:30 pm
Product Showcase
ACH Alert
Matt McKee
Centrix Solutions
Brad Johnson
Phil Sadd
Laru Technologies
Rajiv Donde
3:30 - 4:30 pm
Concurrent Session II
Loading the Bases: Supporting Same-Day ACH
Moderator: Steven Cordray, Federal Reserve Bank
Panelists: Deborah Holt, Bank of Oklahoma
Hali Jewell, Fiserv
Legal Considerations for Mobile and Emerging Payments
Erin Fonte, Dykema Cox Smith
A Major League Lineup of Banking Services
Moderator: Maureen Gallagher, American Momentum Bank
Panelists: Darrell Boone, Anchor Glass Container Corporation
Harry Irwin, Electric Supply, Inc.
5:30 - 7:30 pmMain Networking Reception
Thursday, March 3, 2016
7:00 am - 1:00 pmRegistration and Publication Sales
7:00 - 7:45 amBreakfast Buffet & Networking
7:45 - 8:15 amBreakfast Roundtables (Tables Available for Exhibitors Only)
8:15 - 8:45 amMorning Report
Pam Rodriguez, AAP, CIA, CISA, EastPay
8:45 - 10:00 am
General Session
aCommerce and Digital Payments: The Invisible Payment Experience
Peter Davey, Capital One
10:00 - 10:15 amRefreshment Break in Exhibit Hall
 Operations and Technology Track Risk and Compliance Track Treasury Management Track
10:15 - 11:15 am
Concurrent Sessions III
Operations & Fraud Monitoring
Steve Lilly, First Community Bank
Tammy Wilson, ProfitStars
Tony DaSilva, AAP, CISA, Federal Reserve Bank
7th Inning Stretch: Taking Same-Day ACH Out to the Ballgame!
Moderator: Steven Cordray, Federal Reserve Bank
Panelists: Tom Heinzmann, BenefitMall
Bob Steen, Bridge Community Bank
Alicia Treadway, SunTrust Bank
11:15 am - 12:15 pm
Concurrent Session IV
Modernizing the Core
Bill Albert, First Century Bank
Wanda Chambers, Suncoast Credit Union
Susan Griffin, Symitar, A Jack Henry Company
Third Parties: Don’t Get Caught in a Pickle!
Moderator: Pam Rodriguez, AAP, CIA, CISA, EastPay
Panelists: Donna Ashworth, PaymentsFirst
Tom Heinzmann, BenefitMall
Kelly Purcell, North State Bank
Under Contract: Best Practices in Paperless Treasury
Moderator: Berkeley Goodloe, EastPay
Panelists: Marc Fabre and Venissa Whitmore, SunTrust Bank
Amr Maud, Silanis
12:20 - 1:15 pmRecognition Lunch
1:15 - 2:15 pm
General Session
The Payments Court: Judge Carrubba Presiding
Paul Carrubba, Adams and Reese LLP
Mary Gilmeister, AAP, NCP, WACHA
2:15 - 2:45 pm
Closing General Session
Conference Wrap-up / Prizes Awarded

*Agenda is subject to change.

Game Plan

Online Brochure Now Available!

The Information Interchange 2016 online brochure is now available to download. Plan ahead and select sessions that will set you apart and make you the MVP in your organization!



Why should you choose Information Interchange? 

  • Here's your chance to network with the biggest names and organizations in the payments industry 
  • Professional development sessions are carefully selected to attract senior staff from financial institutions and other industry participants 
  • Our dedication to advocating sound payments practices through education and networking 

What can Information Interchange offer you? 

  • Engaging sponsorship and exhibitor opportunities that will make a lasting impression 
  • A strategic brand opportunity in front of payments professionals who make or influence purchasing decisions 
  • Dynamic attendee engagement 
  • Partner promotions through social media, video and Product Showcase opportunities 

Check out the 2016 Information Interchange Vendor Packet for Partnership Opportunities!


current Sponsors & exhibitors

current Vendor showcases


Thank you to the amazing group of sponsors and exhibitors who supported Information Interchange 2015! Check out this video and see why you don't want to miss Information Interchange 2016, to be held March 1 - 3 in Orlando!


The Conference will be held at the Caribe Royale Hotel & Convention Center located at 8101 World Center Dr. Orlando, FL 32821. Please visit this link or call 888.258.7501 for rooming reservations and say you are with the EastPay Information Interchange 2016 Conference in order to receive the special discounted rate of $162. This rate will be valid until February 8th, 2016 or when the block sells out. Make sure to book your room today!

The Caribe Royale is located 15.9 miles away from the Orlando International Airport. Tax fares are roughly $45 one way, before gratuity. 

If you are driving from the airport, take 417 South (Central Florida Greenway) to exit #6. Follow to World Center Drive (do NOT turn right onto International Drive). After the light, both hotels are located on the right side. The Caribe Royale is the 1st hotel on the right. Buena Vista Suites is the 2nd hotel on the right. Tolls will total $2.50

2015 Information INterchange Photos

Justify Your Trip 

No Financial Institution Can Afford to Miss EastPay's Information Interchange 2016
Here's How to Make Your Boss Agree

Whether your budget is tight or your team's resources are slim, you need help convincing your manager that your attendance at Information Interchange 2016 is worth it. That's why we've written a letter that you can personalize to match your unique circumstances and hand directly to your boss for approval.

Simply download the "Justify Your Trip" Word document below, edit as you see fit, and submit to your manager. Then watch as your boss says, "Yes, you can absolutely attend EastPay's Information Interchange 2016 ."

The Information Interchange 2016 Call For Presentations has been officially closed as of the October 4th, 2015 deadline.