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Management Series Mini-Club


Event Details
Wednesday, August 23, 2023
Webinar; 8.4 AAP/APRP CEU Eligible

Level: Intermediate - Advanced

Event Registration

Member Price: $750.00
Non-Member Price: $950.00

Management sessions are new in 2023 and are designed to aid payments leaders by exploring topics that will help them effectively manage payments-related functions. These sessions concentrate on issues related to compliance, metric oversight, product management, risk, and more that will help managers achieve a well-rounded understanding of the strategic nature of payment functions and services and provide guidance on how to effectively oversee payment-related operations and services. This Management Series Mini-Bundle is a great value and offers all seven courses as repeat on-demand sessions at a discounted price.

The session list includes:
• The Manager’s Guide to Communicating with the Board/Senior Management
• Manager’s Role in Policy Management
• Managing a Culture of Compliance
• The Manager’s Role in Payment-Related Vendor Management
• Manager’s Training by the Numbers (Metric Oversight)
• Manager’s Role in Payments Risk Management
• The Operations Manager’s Role in Payment Product Management

In The Manager’s Guide to Communicating with the Board/Senior Management attendees will:
• Apply a sound strategy for preparing your presentation
• Develop your personal checklist
• Identify pitfalls to avoid

In Manager’s Role in Policy Management attendees will:
• Evaluate the success of existing payment-related policies and address gaps as needed
• Formulate plans for the ongoing management of policies under the attendee’s purview
• Construct and maintain necessary policies as appropriate to the organization’s structure and needs

In Managing a Culture of Compliance attendees will:
• Define a culture of compliance
• Discuss why a culture of compliance is so crucial to a financial institution
• Examine tactics for enacting a culture of compliance
• Discuss the results you can expect from implementing a culture of compliance

In The Manager’s Role in Payment-Related Vendor Management attendees will:
• Illustrate how vendor management relates to payment functions
• Discuss the risks of poor vendor management
• Examine opportunities with vendor management, including potential partnerships with Fintechs
• Examine the steps a payments manager may need to be involved in related to an institution’s vendor management program

In Manager’s Training by the Numbers (Metric Oversight) attendees will:
• Compare payment volume growth among rails
• Evaluate existing regulatory rates, numbers, and metrics
• Discuss participant-own metrics and how metrics affect your operations

In Manager’s Role in Payments Risk Management attendees will:
• Evaluate how the institutions risk appetite plays a role in the Enterprise Risk Management Policy
• Organize the FFIEC handbooks to assist in their risk management roles
• Recognize the steps needed to ensure they are in the best position to mitigate risk

In The Operations Manager’s Role in Payment Product Management attendees will:
• Apply learned concepts by creating a plan for how to implement a product management strategy with payments
• Differentiate between project and product management
• Measure the effectiveness of existing product management programs in place

• Joe Casali, AAP, APRP, Executive Vice President, NEACH
• Mark Dixon, AAP, APRP, NCP, Vice President, Education, NEACH
• Mary Mumper-Morrison, AAP, APRP, CAMS, Director, Education, NEACH
• Sandy Ortins, AAP, APRP, NCP, SVP, Operations, NEACH

• Executive/Senior Management
• Payment Strategy
• Product Management
• Risk Management (Including Fraud Incidents)

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