Master's Program Course Descriptions - The Payments Institute

 

TPI 2019 Master's Program Course Descriptions

 Sunday, July 21

Planning for the Future of Payments

Master's Program
1:45 PM PM-3:45 PM

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.

Richad R. Oliver
Independent Consultant


NEW! Masters Class Share & Tell

Master's Program
4:00 PM-5:30 PM

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.

Faculty to be announced


Monday, July 22

NEW! Advanced APIs

Master's Program
10:00 AM-11:30 AM

The ABCs of APIs introduced students to the concept of APIs. This deeper-dive course 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.

Kathy Levin, AAP
Senior Director, Strategic Payments Analyst, NACHA


NEW! Same Day ACH Use Cases

Master's Program
12:45 PM-2:45 PM

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


The Payments Court: Law & Order

Master's Program
3:15 PM-4:45 PM

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

Duncan Douglas
Partner, Alston & Burd LLP

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

Jane E. Larimer
Chief Operating Officer & General Counsel, NACHA


Tuesday, July 23

Faster Payments Strategies

Master's Program
9:45 AM-11:00 AM 

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.

Faculty to be announced


NEW! Cybersecurity Response (ACH)

Master's Program
11:15 AM-12:30 PM 

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.

Faculty to be announced


Grow with Corporates

Master's Program
1:30 PM-3:00 PM

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


Payments Risk Management Systems & Controls

Master's Program
3:15 PM-4:30 PM

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


Wednesday, July 24

The Impact of Fintech on the Traditional Payments Participant

Master's Program
10:00 AM-11:30 AM

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
Chief Commercial Officer, Head of Industry Relations, Spring Labs


How to Present Ideas to Your Board

Master's Program
12:15 PM-1:45 PM

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, Senior Treasury Professional, State Bank & Trust Company


Board Presentations Lab

Master's Program
2:00 PM-3:15 PM

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, Senior Treasury Professional, State Bank & Trust Company


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