Spring Training 2021

PROGRAM DETAILS:

12:00PM- 12:50PM – “Modernization in the ACH”

This presentation will provide attendees with recent activity in the ACH Network.  We will discuss Same Day ACH changes, Nacha ACH rules, FedNow, and overall activities focused on the B2B and B2C payments experience.  Do not miss this opportunity to hear about the ACH Network beyond 2021.

Speaker: Kimberly Rector, AAP, Senior Vice President, Macha

Kimberly is a Senior Vice President for Macha.  She is responsible for providing assistance, education, and training regarding the ACH Network and Payment Systems to Macha’s members.  Kimberly has thirty-six years’ plus experience in the financial services industry at both commercial banks as well as credit unions, with a concentration in ACH operations and services.  In addition to her day-to-day responsibilities as Senior Director of Education, Kimberly has represented Macha and its members on several Nacha sponsored Groups and Committees. Kimberly is a graduate of “The Payments Institute” and is Permanent Accredited ACH Professional (AAP).

12:50PM-1:00PM - Break

1:00PM- 1:50PM – “Powering New Experiences with APIs”

APIs continue to change the landscape of business processes. They make it possible for any digital experience to connect to programs- creating a custom user experience. Bob May will discuss how APIs can integrate with your workflow, help boost efficiency and power your platform.

Speaker: Bob May, Team Manager, Digital Channels Product Management, PNC Bank

Bob May is a senior vice president and team manager supporting PNC’s treasury management products. In his current role, Bob is responsible for digital channels product management, including the bank’s API and file transfer channels, as well as PNC’s corporate online and mobile banking portal, PINACLE. He leads the API and platform integration program for PNC’s corporate clients, with the goal of streamlining client interactions with treasury products as well enabling PNC clients to provide new products and services to their customers.  Prior to joining PNC, Bob managed wholesale strategy and reporting at Verizon Wireless.  Bob earned his MBA from the University of Pittsburgh and bachelor’s degree in telecommunications from Ohio University. He is a certified project manager (PMP).

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CPE, CAE, CTP, FP&A CREDIT INFORMATION

Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.

Delivery Method: Virtual

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Please note: Greater Washington Association of Financial Professionals is no longer registered with the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding CPE may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN37219-2417. Website: www.nasba.org.

CANCELLATION AND REFUND POLICIES

Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled. Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.

Complaints should be directed to the Education Committee at education@gwafp.org; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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For more information:

Email: contactus@gwafp.org