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2017 Information Interchange

February 14 - 16 | Orlando, FL


Online Registration Coming Soon!

Photo Credit to Rosen Centre Hotel


The Information Interchange 2017 Call For Presentations closed on July 22nd, 2016. Thank you to those that did submit a presentation for consideration. If you have any questions, contact Stephanie Tisch at EastPay at 800-681-4224, ext 1104 or

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 2017! 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 2017, 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) 

A Valuable Conference for a Reasonable Rate!

Register for the Information Interchange 2017 conference between August 1, 2016 and December 31, 2016 to get the best rate for a must-attend conference! The Information Interchange conference offers a Certification Discount (AAP/NCP/CTP/CCM) rate of $500 and the Regular Registration offers a rate of $550. Beat the crowd and register your spot today for this year's payment conference! 

Early Bird Rates (valid August 1, 2016 through December 31, 2016)
$425 Certification Discount (AAP/NCP/CTP/CCM) Regular Rate
$475 Regular Rate

Regular Conference Rates (starting 1/1/2017)
$500 Certification Discount (AAP/NCP/CTP/CCM) Regular Rate
$550 Regular Rate

$300 Guest/Spouse (includes meals and access to networking events)

Online registration will be available starting August 1, 2016. If you have any questions in the meantime, please email

2016 Agenda

The below agenda serves only as a reference.
Please check back soon for the 2017 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.



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 

The Information Interchange 2017 Vendor Packet for Partnership Opportunities is Coming Soon!


II2015 Recap

Why You Should Exhibit at II2017


The Information Interchange 2017 conference will be held at the Rosen Centre Hotel located at 9840 International Dr. Orlando, FL 32821. Make a reservation and find additional hotel information here.

2016 Information INterchange Photos