Payments School

Agenda

Changes to the payments landscape in financial services are happening fast. The arrival of innovative services like instant payments and real-time processing have also hastened this transformation. Today’s customers are finding new channels for payments and creating millions of debits and credits on your balance sheet.
 
The Massachusetts Bankers Association (MBA) and New England Automated Clearing House (NEACH) are again collaborating on the 3rd Annual Payments School.  Together, we provide a foundational understanding of the payments vertical, helping you and your team navigate these challenges and identify opportunities in an evolving world. The Payments School will move quickly through fundamental topics such as the various payment rails, overviews of the rules that govern the different payment channels while also focusing the agenda on advanced concepts in payments, risk management and strategic planning.
 
This virtual school is an ideal forum for anyone looking to learn more about the payment space such as retail managers, operations, risk managers and new entrants to financial services looking to expand their knowledge on this rapidly evolving core function at your bank.

The lead facilitator for the school is Mark Dixon, Vice President, Education at NEACH. Mark created the Payments School with the Association and is now returning in the 3rd year to direct all sessions.
 
Payments School – Assignment and Certificate of Completion
As the program ends, attendees will be asked to complete a short paper that examines a topic of their choosing covered during the School. Acceptable topics are:

  • Payments Landscape & Vertical
  • Payments Compliance
  • Business Payments
  • Payments Risk Management
  • Strategic Planning for Payments

Mark and his team will cover the remaining details of the assignment on Day II of the School.  Papers will be returned to Mark Dixon and Ben Craigie.  Evaluations will be completed on a Pass/Fail rubric.  Formal Certificates of Completion will be mailed to students within 30 business days following completion of the assignment. Papers will be reviewed by Mass Bankers and NEACH with feedback provided, and a formal program certificate of completion given was students have completed their papers.
 
Who Should Attend?
New entrants to operations, digital marketing and business development, staff involved in retail banking, deposit and loan operations, compliance officers and risk managers will all benefit from this school.  Please route to appropriate departments and colleagues at your financial institution with an interest in electronic and digital payments.

Registrants will receive log in information and materials the day before a program.

Payment must be submitted in order to attend the program.

Pricing for Members:

  • $475 / First Single Connection Registration for Zoom Meeting*
  • $350 / Each Additional Single Connection Registration for Zoom Meeting*

*Registration is per user for a single connection to the virtual event – sharing of links will result in invoicing for each additional connection at the program’s pricing rate. Group rates are available upon request.


Cancellation Policy: A $50 per person cancellation fee will be deducted from the refund. However, registration fees are forfeited when cancellations occur within three business days before the event. Substitutions are permitted. No show registration will not be refunded however, the materials will be sent upon request.

For more information on program content, contact Ben Craigie, Senior Vice President, Professional Development Group

For registration/cancellation information, contact Jessie Connors, Program Registrar & Administrative Assistant Education