GWAFP December 2020 Event

PROGRAM DETAILS:

“The Way We Pay - 2020 and Beyond”

This session will provide an update on the evolving U.S. payments system, including the rise of faster payments: Same Day ACH, Zelle, The Clearing House’s Real-Time Payments (RTP) Platform, and the impending FedNow service. In addition, the session will focus on how the pandemic has impacted payments, including increased movement from paper to electronic payments, growth in contactless card transactions, changes in the use of cash and ATMs, and the potential rise in fraud.

Speaker: Matt Davies, CTP, AAP, CPP  - Executive Vice President - Pegasus BankKimberly Rector, AAP, Senior Director of Education, MACHA – The Mid-Atlantic Payments Association

Matt Davies, CTP, AAP, CPP, is Executive Vice President & Director of Treasury Management at Pegasus Bank in Dallas. He has nearly 23 years of banking and payments experience. Prior to joining Pegasus in August 2020, he spent a combined 19 years at the Federal Reserve Banks of Dallas and Kansas City. In addition to his experience with the Federal Reserve System, Matt also previously served as ACH & Wire Product Manager for Commerce Bank, Kansas City; Product Manager for Chase Paymentech; and SVP & Public Sector Market Manager for Citi. He is a past president and current board member of the Dallas Association for Financial Professionals (AFP), and serves on the board of directors for Jubilee Park & Community Center in Dallas.

A native of St. Louis, Missouri, Matt graduated from William Jewell College in Liberty, Missouri, with a B.A. in History and Political Science in 1997, and from the Graduate School of Banking at the University of Wisconsin, Madison, in 2013.

“Branding in Social Media”

Speaker:  Janice Ortbring, Senior Vice President - Congressional Bank

CPE, CAE, CTP, FP&A CREDIT INFORMATION

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

Delivery Method: Group-live

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