2017 Information Interchange

February 14 - 16 | Orlando, FL


Online Registration for II2017 is Now Open!

about information interchange

Step up your payments game at Information Interchange 2017 to get the most up-to-date and relevant content from the most dynamic speakers in the payments industry!  

At Information Interchange, you will gain 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! 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 31, 2016 and January 6, 2017 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 - Extended Through 1/6/2017!
$425 Certification Discount (AAP/NCP/CTP/CCM) Regular Rate
$475 Regular Rate

Regular Conference Rates (Starting 1/7/2017)
$500 Certification Discount (AAP/NCP/CTP/CCM) Regular Rate

$550 Regular Rate

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

Click here to register for Information Interchange 2017.

2017 Agenda

*Subject to change

Tuesday, February 14, 2017
8:00 am - 4:00 pmRegistration and Pub Sales
8:00 am - 3:00 pmExhibitor Set-up
10:00 - 11:30 am
Workshop I
Don’t Get Tripped Up Over Wire Risk
David Payne, ePayAdvisors
11:45 am - 12:30 pmTwo Step Lunch
12:40 - 2:10 pm
Workshop II
Returns, Reversals, and Reclamations – Playing the Exceptions Game
Michael Jeffcoat, ePayResources
Tracy L. Marshall, ePayResources
2:10 - 2:25 pmRefreshment Break
2:30 - 4:00 pm
Workshop III
Fraud and Ransomware – You Can’t Play the Game if You Don’t Know the Rules
Kevin Olsen, ePayResources
4:15 - 5:00 pm
Complimentary Conference Orientation
Start Logging Your Steps: Learn the Ins and Outs of Information Interchange 2017!
Stephanie Tisch, ePayResources
5:00 - 6:00 pmWelcome Reception
Wednesday, February 15, 2017
7:00 am - 5:00 pmRegistration & Publication Sales
7:00 - 8:00 amContinental Breakfast in Exhibit Hall
8:00 - 8:30 amWelcoming Remarks
Laura Steele, ePayResources
8:30 - 9:45 am
Opening General Session
How Money Feels: Emotional IQ & The Future of Payments
Lee Wetherington, Jack Henry & Associates
9:45 - 10:15 amRefreshment Break
10:15 - 11:30 am
General Session
Cybersecurity, Biometrics, Artificial Intelligence: No Fraud!
Panel: Peter Davey, The Clearing House
Peter Tapling, Early Warning
 Operations and Technology Track Risk and Compliance Track Treasury Management Track
11:40 am - 12:40 pm
Concurrent Session
Block Chain & Distributed Ledgers: Step-By-Step
Dave Beck, Federal Reserve Bank
Putting Fraud to the Fire
Liz Little, SHAZAM
The Secrets of Winning the Treasury Management Race!
Angie Abernathy, Peoples Bank, Newton, NC
Maureen Gallagher, American Momentum Bank
12:40 - 1:25 pmLunch
1:25 - 2:25 pm
General Session
Same Day ACH – Picking Up the Pace and Stepping Up Our Game
Jane Larimer, NACHA
Tim Thorson, Regions Bank
2:30 - 3:00 pmRefreshment Break in Exhibit Hall
3:00 - 3:45 pm
Product Showcase
Showcase I: ACH Alert
Showcase II: Q2 Centrix Solutions
Showcase III: FinSer
Showcase IV: Shoreline, a Gemalto Company
3:50 - 4:50 pm
Concurrent Session
Cybersecurity: Why Banks Must Look Ahead to Stay Ahead
David Payne, ePayAdvisors
Kevin Olsen, ePayResources
The Ten Commandments of Vendor Contracts
Francois Henriquez, Shutts and Bowen LLP
Voice of the Client
Moderator: Steven P. Vaglio, ePayResources
Cole Augustine, Frost Bank
Breffni McGuire, BMCG Consulting
Jim Scarboro, Capital City Bank
5:30 - 7:30 pmMain Networking Reception   Step Up Your Payments Game!
Thursday, February 16, 2017
7:00 am - 3:00 pmRegistration and Publication Sales
7:00 - 7:45 amBreakfast Buffet & Networking
7:45 - 8:15 amBreakfast Roundtables in General Session Room
8:15 - 8:45 amMorning Report
Pam Rodriguez, ePayAdvisors
8:45 - 10:00 am
General Session
It’s Fast, It’s Real, It’s Today’s Payments
Moderator: Laura Steele, ePayResources
Panelists: Steve Ledford, The Clearing House
Keith Riddle, Corporate One FCU
Peter Tapling, Early Warning
Paul Trozzo, PNC
10:00 - 10:30 amRefreshment Break in Exhibit Hall
 Operations and Technology Track Risk and Compliance Track Treasury Management Track
10:30 - 11:30 am
Concurrent Sessions
Hike to the Clouds with Big Data!
Omer Sohail, Deloitte Consulting, LLP
Solutions to the Requirement of Dynamic Due Diligence
Rajiv Donde, Laru Technologies
Pam Rodriguez, ePayAdvisors
Payments Trends: It’s Time to Accelerate Your Payments Game!
Steve Jones, Corporate One FCU
Wanda Chambers, SunCoast FCU
11:35 am - 12:35 pm
Concurrent Session
Same Day ACH: Missteps, Sprints, and Next Steps
Moderator: Kevin Olsen, ePayResources
Panelists: Art Hilgert, Wells Fargo
Gary Stutts, First Community Bancshares
Steve Jones, Corporate One FCU
FFIEC Retail Payments Guidance - Including Mobile Banking
Tony DaSilva, Federal Reserve Bank of Atlanta
UX is the New ROI
Jennifer Geis, Jack Henry & Associates
12:35 - 1:30 pmLunch — Presentation of the Richard R. Oliver Leadership in Payments Award
1:30 - 2:30 pm
General Session
Federal Reserve Payments Update
Geoff Gerdes, Federal Reserve Board of Governors
2:30 - 3:00 pm
Closing General Session
Conference Wrap-up / Prizes Awarded
Alicia Treadway, SunTrust Bank
Julius Weyman, Federal Reserve Bank of Atlanta

*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 


Current Sponsors and Exhibitors


II2015 Recap

Why You Should Exhibit at II2017


Information Interchange 2017 will be held at the Rosen Centre Hotel located at 9840 International Drive in Orlando, Florida 32819. The discounted room rate is $179/night + taxes and fees. The deadline for the discounted rate was January 20, 2017, however reservations made after January 20th are being accepted on a space available basis. Make a reservation and find additional hotel information here.

PLEASE NOTE: The Rosen Centre Hotel is SOLD OUT the night of Wednesday, February 15th. Their sister property, the Rosen Plaza Hotel, is honoring the $179 conference rate. The Rosen Plaza is less than one mile from the Rosen Centre Hotel. Transportation between the hotels can be arranged on the I-Ride Trolley.



Truly make ePayResources' Information Interchange 2017 a conference that you will never forget with a trip to Walt Disney World! These discounted tickets are not only for you, but for your friends and family traveling with you!

These tickets offer pre-arrival savings of 10% on Disney’s Full-Multi-Day (2 days or longer) Tickets and include one (1) complimentary admission to an additional Disney Experience at any one (1) of the following (additional details are listed on the web site):

  • Disney’s Typhoon Lagoon Water Park
  • Disney’s Blizzard Beach Water Park
  • Disney’s Winter Summerland or Disney’s Fantasia Gardens Miniature Golf Courses (before 4 p.m.)
  • Greens Fees for one round of golf at Disney’s Oak Trail Golf Course, our 9-hole walking course

*Visit a park later in the day after sessions end and SAVE! This site also contains Disney’s partial-day tickets, which are exclusive to the meetings market. 

The ticket prices listed reflect any applicable discounts and include tax.  Since these Meeting & Convention partial-day and multi-day tickets are not available for purchase at the Theme Park Ticket Windows, you will need to purchase them through this custom website or in advance through the Disney Ticket Reservation Center at 407-566-5600.  All of the Meeting & Convention tickets include the ability to pre-select up to three FastPasses.

Get your tickets now! The link will expire on February 12, 2017.



2016 Information INterchange Photos