User Conference Session Details
Day One, October 3, 2011
The conference opens this year with the legendary duck tour in Boston, MA. Known as a major attraction for Boston, The Duck Tour will pick you up at the Radisson Hotel and show you historic Boston like never before. See the sites, from both the city streets as well as the Charles River. For more information on Duck Tours, please visit their website.
ECCHO Check Payments Workshop
ECCHO content experts Ellen Heffner and Phyllis Meyerson are deeply familiar with the process of image exchange, staying abreast of recent regulation changes. This session will help clarify the latest major changes in Reg CC and the industry image exchange rules for both private sector and Fed image exchanges. Topics covered will include: Regulatory changes including industry comments on the proposed Reg CC changes, warranty updates, and rules updates for: endorsements, repair, Rule 8, adjustments and more.
ECCHO has also recently completed development of the certification exam and supporting training curriculum for its new National Check Payments Certification (NCPC) Program. The NCP certification is intended, in part, to recognize an elevated level of payments acumen among payment professionals. ECCHO will cover this program and provide sample questions and discussion for attendees to effectively evaluate the program. For more information, visit http://www.eccho.org/ncpc.
Introduction to Conference
Celebrating 15 years of performance, Orbograph VP Marketing, Joe Gregory, gives a prelude to the conference with session overviews and conference goals as well as introduces an Orbograph video production: A Revolutionary Orbo- Performance. It’s like going to a show in the Theatre District!
Revolutionary Strategies for Outstanding Performance - Learning from the Past, Planning for the Future
Hear Barry Cohen and Avikam Baltsan share how Orbograph’s historic product revolutions in recognition-centric products and services continues with a focus on execution and performance, but what will the future hold for Orbograph? They will also be sharing a momentous announcement which will change the lives of the OrboNation forever.
Monday Keynote Address: How to Create “Passion at Work” Using the Ingage Process for the Financial Industry
Lawler Kang, Author of “Passion at Work” adapts his lifelong mission and dream into a specific program for financial institution managers, check processing software providers and upper level executives. The Ingage Process is designed to align leaders, teams, and talent to emotionally engage with their work. But don’t think Lawler is “just a motivational speaker”. Ingage is a program based on the specific methodology of awakening, igniting and engaging one’s employees.
We chose Lawler to present Ingage because check processing is a mature market, and mature markets are traditionally “less exciting”. See how these specific techniques will boost productivity, improve the work environment and help you with your career goals!
All participants will receive a “workbook of action items” and “Passion at Work” for your own reading pleasure.
Reception with Revolutionary Performances
Join our welcome reception and network with industry leaders, get Lawler’s autograph, and enjoy the upscale reception area where you can congregate at street level in our special outdoor welcome area, or listen to our musician’s performances inside.
Day Two, October 4, 2011
A New Revolution: Managed Recognition Demonstration: eReports, Orbograph Portal, Health Monitoring & Business Intelligence
Enjoy your continental breakfast as Orbograph demonstrates its new technology components of Managed Recognition. You’ll see firsthand how Orbograph Client Services delivers on its performance guarantees.
Keynote Address: Seeking Payments Value – Where to Find it? Regulatory Impact, Industry Challenges, Risk & Innovative Solutions
Financial institutions are faced with a plethora of regulatory changes which not only impact the bottom line, but could jeopardize the existence of many institutions. Everyone will be impacted, but how much is propaganda versus true risk? The continually evolving profitability structure of payments creates the need for new strategies and reassessment of old assumptions. Where will the payments value come from in the future?
David Walker will lead this important strategic session and will provide coaching ideas on how to address these changes, manage your risk and apply innovation to not only survive, but prosper. It’s no reason why BankTechnology News selected Mr. Walker as one of the top 10 innovators of the decade for his role in Check 21!
Panel Discussion on Fraud Prevention Solutions: Applying Innovative Approaches with Integrated Platforms
Jodi Pratt, one of the industry’s leading fraud prevention consultants, will host a session addressing new technologies in fraud prevention. Pratt will address industry tactics which have been both successful and unsuccessful. Supporting Pratt will be Director of Fraud Solution Strategy, Mike Mulholand of Memento and Carl Bortol, President of Data Support Services (DSS). Both companies utilize Orbograph image analysis technologies and will discuss how they see the industry evolving in their respective market segments.
FFIEC Compliance and RDC in the Banking Industry: Do’s and Don’ts of Guidance
FFIEC (Federal Financial Institutions Examination Council) is not only hard to say, but has a mouthful of security guidance requirements which need to be put in place by January of 2012. Fresh off of the RDC Summit, Ed McLaughlin, Executive Director and Editor of www.remotedepositcapture.com, will identify the most important priorities which impact check imaging and RDC. Additionally, McLaughlin will address the current adoption rates of RDC and mobile capture and evaluate bank strategies to grow RDC acceptance.
Ron Gunaka, SVP Deposit Operations, will share First Midwest Bank’s perspectives on validating endorsements from RDC items. Risks continue to grow as banks become more progressive in marketing to large and small businesses. Gunaka will also share his experience with Automated Endorsement Analysis™ installed at First Midwest.
Introducing The ORBY’s Award for Achievement, Orbograph Hall of Fame and Innovator of the Year Award
Have you heard of the ORBY’s? Its Orbograph’s version of the ESPY’s…the Grammy’s…the Tony award…well you get the point. A special ORBY award will be provided to special partner customers and selective Orbograph Hall of Fame Inductees for various categories. Additionally, Orbograph will be awarding its own Innovator of the Year Award. Each recipient will be sharing their experiences on how they implemented improvements in each respective organization.
Healthcare Market Update: Impact on Financial Institutions, Payments, and Revenue Cycle Management
Paolo Carticelli is the chief architect for the healthcare market segment at of Bank of New York Mellon. In this session, Carticelli will discuss the state of the healthcare payments industry, describe the evolving world of revenue cycle management and identify opportunities for financial institutions.
Healthcare Strategy Session: Orbograph’s Vision
Orbograph has a healthcare payments plan which provides opportunities for business partners and end-user customers. Hear how Orbograph is moving into a direction which could be highly profitable for you!
Breakout Sessions 1
Smaller groups provide a venue for specialization. These sessions are designed specifically for deep diving into your field of expertise. Three concurrent sessions will cover:
- Orbograph Technology Session and Operations Session (Part #1)
- What makes Accura XV unique?
- How will the solution set be delivered in the future: software vs. services?
- What is Orbograph’s new release strategy?
- How do our business partners/end-users implement Managed Recognition and what are new techniques to tune the system?
- What are the new interface options available for the recognition platforms?
- Product Strategy and Business Case Reviews
- Accura XV, Automation Services LE and Automation Services (COCC)
- Amount Verification: (Key Bank)
- Managed Recognition
- Automated Endorsement
- Data Mining (SourceLink)
- Sereno and fraud prevention
- Orbograph healthcare payments solution overview
- Platform for automation
- Modules available
- Special user case testimonial by Simon Banfield of PMSI
Breakout Sessions 2
The last hour of intense breakout sessions includes:
- Orbograph Technology Session and Operations Session (Part #2):
- Technologies applicable for healthcare payments
- Optimizing Distributed capture & Assessing Scanning Equipment for branch, teller and vault capture: A special session on distributed scanning solutions addressing optimization techniques for a wide range of environments; Hosted by Rob Stewart of PMI Imaging and Curtis Hallowell of Cummins Allison.
- Healthcare round table: Interactive session focusing on customer needs.
Team Building Activity
This year's team building activity will be a GPS powered hunt through Boston, a special customized program designed by TeamBonding.com. It should be a great opportunity to explore Boston and connect with Industry colleagues.