Master's Program

Sunday, July 21


Master's Program
1:45 PM-3:45 PM | Lullwater I-II

This course discussess APIs in general and examines cloud computing and how APIs factor in to the Internet of Things (IoT). Also discussed is how APIs differ when it comes to local, web and program, and why design and data structure are important.

Orlando Santos
Vice President, Product Strategy and Innovation, Payrailz


Master's Program
4:00 PM-5:30 PM | Lullwater I-II

This class offers students the opportunity to mingle and interact with fellow students to discuss situations they have encountered, vendors they have used, Rules they don't fully understand  (or think could be changed). Students  are encouraged to send in suggested topics in advance of TPI. Both Payments Risk Management Masters and Masters Program students will engage in this interactive setting.

TPI Board of Regents Members

Monday, July 22


Master's Program
10:00 AM-11:30 AM | Lullwater I-II

Risk Management controls impact numerous systems and functions within any organization. Vendor management, business continuity, authentication to verify identity, and capital adequacy are some examples of policies your organization may have in place, but how should they work together to create a risk management profile? Students learn key elements of risk management systems and controls and review how their organization's overall risk strategy may be impacted.

Michele Barlow, AAP, NCP
Vice President, WACHA - The Premier Payments Resource

Jen Wasmund, AAP, CTP, NCP
Enterprise Payments Risk Manager, Capital One


Master's Program
12:45 PM-2:45 PM | Lullwater I-II

This interactive course allows students to brainstorm use cases for Same Day ACH. Students are encouraged to go beyond the often cited and well-documented payroll or insurance claim to present a broader view of the functionality of Same Day ACH, including being paid or paying others or as a method of risk mitigation using the ability to return items same day. 

Tristan Thompson
SVP, Payments Group Manager, Bank Product, UMB Bank, N.A.

Jen Wasmund, AAP, CTP, NCP
Enterprise Payments Risk Manager, Capital One


Master's Program
3:15 PM-4:45 PM | Lullwater I-II

In the payments system, regulations are created to protect the innocent. In this course, the dedicated students who listen to these cases become the judge and jury as they preside over payments-related legal rulings. Teams are divided into plaintiffs, defendants and jurors as they strategize to break down the facts of each case. Several preeminent payments attorneys assist in this engaging, interactive course. These are their stories.

Paul A. Carrubba
Of Counsel, Adams & Reese LLP

Richard M. Fraher
VP & Counsel to the RPO, Federal Reserve Bank of Atlanta

Matthew C. Luzadder
Partner,Kelley Drye & Warren LLP

Tuesday, July 23


Master's Program
9:45 AM-11:00 AM | Lullwater I-II

The faster payments movement in the U.S. shows no signs of stopping. All payments participants will be impacted in some manner by a new product, payment system, or process. But how do individual organizations make a decision on what to offer and when to implement change? Building a strategy for faster payments goes beyond understanding the “hows” and the “whys.” It must also include the “why nots” and the “what ifs.” Faculty explore faster payments offerings available in the marketplace while examining questions to consider when building a faster payments strategy.

Tim Mills, AAP
Vice President, Executive Director, The Clearing House


Master's Program
11:15 AM-12:30 PM | Lullwater I-II

Responding to an ACH cyberattack is an organization-wide responsibility. From IT and public relations to operations and frontline staff, every person is responsible for remaining vigilant. This interactive course provides informational takeaways on what you can do to assist in preventing a cybersecurity attack, as well as a hands-on simulation specific to an ACH cyber-event that provides attendees the opportunity to react. 

Mary M. Gilmeister, AAP, NCP
President, WACHA - The Premier Payments Resource


Master's Program
1:30 PM-3:00 PM | Lullwater I-II

Corporate clients are extremely important to financial institutions of all sizes. However, there can be a disconnect at times when it comes to growing your relationship with existing clients, recruiting new clients, and understanding their issues. Many corporates do not understand “ACH speak” and FIs do not always understand “corporate speak.” But if you want to grow your corporate client base you have to learn to talk to corporates in a way they will understand. This course helps students broaden their breadth of knowledge of how corporates operate, and offers important takeaways to bring back to your institution as you forge new partnerships with corporate clients.

Ruth A. Harpool, AAP, APRP, CTP
Managing Director, Treasury Operations, Indiana University


Master's Program
3:15 PM-4:30 PM | Lullwater I-II

You may not have yet encountered the effects of a major fintech innovation in your everyday life at your financial institution – or have you?  Fintechs are constantly at work trying to disrupt how FIs function and do business. It is important to know what is going on in the fintech space and understand exactly how you and your organization as a whole will be impacted now and in the future.

Peter Tapling
Principal, PTap Advisory

Wednesday, July 24


Master's Program
10:00 AM-11:30 AM | Lullwater I-II

Never before has effective strategic planning been more important in the payments world. Yet, the ability to do it effectively is interrupted by the rapid, and frequently unpredictable, changes in the environment. This course proposes a contemporary strategic planning model that maximizes the opportunity for long-term success.

Richard R. Oliver
Independent Consultant


Master's Program
12:15 PM-1:45 PM | Lullwater I-II

Now that you are a payments expert, how do you work within your organization to introduce ideas and instill change? How can you use the information gained this week to more effectively manage risks and costs, improve business processes, and derive greater benefit? What is the most effective way to engage your Board in these decisions? In this course, students gain information on how to share what you have learned with decision makers in your company and work to apply your new knowledge to engender positive change in your organization.

Jennifer Kirk, AAP
Vice President, Education, EPCOR

Jeremy D. Pritchard, AAP, CTP
SVP, Director, Client Consulting, Cadence Bancorporation


Master's Program
2:00 PM-3:15 PM | Lullwater I-II

This interactive course breaks students into small groups to develop and deliver a mock Board presentation, providing hands-on experience to take back to your organization.

Jennifer Kirk, AAP
Vice President, Education, EPCOR

Jeremy D. Pritchard, AAP, CTP
SVP, Director, Client Consulting, Cadence Bancorporation