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2012 Speakers

The RDC Summit 2012 - Remote Deposit Capture: Evolution has concluded.

Save the date and join us at the RDC Summit 2013. September 25 - 27, 2013.

In the meantime, visit us at www.RemoteDepositCapture.com for the latest news and information on Remote Deposit Capture!


RDC Summit 2012 Speakers:

General Sessions

 

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Christine Barry   
Aite Group
Research Director

Christine Barry serves as a Research Director at Aite Group, focusing on the strategies and technology implementations of banks around the globe. Her recent research has addressed cash management trends, capturing the valuable small-business customer, corporate mobile banking, core system replacement, remote deposit and mobile capture, and best-practices for community banks and credit unions.

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Steven Casey    
American Red Cross
Treasurer

Steve is responsible for Treasury Services within the Red Cross. Since 2009, the Red Cross has been executing an initiative to consolidate all back office functions throughout the enterprise. Steve is also a Chartered Financial Analyst and manages debt, ecommerce integrations and sits on the corporation's benefit plans investment committee. Steve is married with one daughter and resides in Northern Virginia.

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Chris Chaten   
JPMorgan Chase & Co.
Vice President, Product Management

Chris Chaten is Vice President and Product Manager overseeing JPMorgan Chase's remote deposit capture business. In this role, he has led the development of industry leading solutions, including the first mobile remote deposit application for enterprise clients. Prior to his current role, Chris held a number of positions in internet strategy, product delivery, and payment operations.

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Brian Egan   
Federal Reserve Bank of Atlanta
SVP, Operations and Customer Service

Brian Egan is a senior vice president in the Federal Reserve System's Retail Payment Office (RPO).He is responsible for RPO operations and customer service. He joined the RPO in November 2002 and has been actively involved in the development of the Federal Reserve's Check 21 product suite as well as Check 21 customer implementation efforts.

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John Leekley   
RemoteDepositCapture.com
Founder & CEO

John has over 20 years banking experience, the majority of which focused specifically upon Payments product management, strategy and development. Prior to starting RemoteDepositCapture.com, John held positions at HSBC Bank USA, Deutsche Bank, PriceWaterhouseCoopers Consulting, and has conducted independent consulting engagements for numerous Financial Institutions. Since founding RemoteDepositCapture.com, John has been a featured speaker at numerous industry & user conferences, annual meetings and industry gatherings. John is a primary resource to, and has been a featured speaker with the Federal Reserve, FFIEC, FDIC, US Treasury, Office of Thrift Supervision and the National Credit Union Administration. John was a key resource to the FFIEC and assisted in the development of the FFIEC’s RDC Risk Management Guidelines and trained over 1,200 auditors. John continues to be involved in a similar capacity with other governmental agencies. John holds an MBA in Entrepreneurship and Finance from New York University’s Stern School of Business.

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David Walker   
ECCHO
President & CEO

David Walker is the President & CEO of ECCHO with >3,000 FI members.  David participated in the Executive (Presidential) Signing Ceremony for the Check 21 Act and was named one of the Top Ten Innovators of the Decade by Bank Systems & Technology. David has more than 30 years in banking.  Previous experience includes Senior Management positions with Carreker Corporation & First RepublicBank.  David is a graduate of the Southwestern Graduate School of Banking and has a BA in Economics from the University of Texas, Austin.  David is a National Check Professional (NCP).

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Concurrent Sessions

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Vijay Balakrishnan   
StratEx LLC
President

Vijay is president of StratEx LLC, a provider of business strategy consulting services to technology companies and financial institutions. Service focus areas include company and product positioning, go-to-market strategy, business process improvement, and mergers & acquisitions. Over the last 30 years, Vijay has held senior positions at Deluxe, Equifax, Alogent, Metavante and VSoft.

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Brook Ballard   
Sysco Corporation
Senior Treasury Operations

Brook Ballard is the Senior Manager of Treasury Operations for Sysco Corporation, the largest food Distribution Company in North America, with $42B in sales and 197 distribution facilities. Brook holds undergraduate degrees in International Business and Economics and obtained a MBA in Finance from Sam Houston State University. Brook is the current President of Houston Treasury Association.

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Christine Barry   
Aite Group
Research Director

Christine Barry serves as a Research Director at Aite Group, focusing on the strategies and technology implementations of banks around the globe. Her recent research has addressed cash management trends, capturing the valuable small-business customer, corporate mobile banking, core system replacement, remote deposit and mobile capture, and best-practices for community banks and credit unions.

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Christopher Block   
NewDominion Bank
SVP, Treasury Services Manager

Christopher Block is a 17-year banking professional. His retail experience includes deposits, lending, and investments. His commercial/corporate experience includes lending, treasury management (small business to large corporate), and sales team management.

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Blaine Carnprobst   
BNY Mellon
Managing Director, Receivables Product Line

Blaine is the product line manager for BNY Mellon Treasury Services Receivables products, including Lockbox, Check Services & Remote Deposit Capture. Blaine's group collaborates with ACH, ClearTran & EDI products, supporting the full Receivables Solution Set. Blaine has more than 27 twenty-seven years of cash management experience, including lockbox & check services.

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Paul A. Carrubba   
Adams and Reese LLP
Attorney

Paul is a partner in Adams and Reese LLP and the primary focus of his practice is on Banking Law and legal issues dealing with payment system laws, regulations and bank operations issues. He serves as a litigation consultant and expert witness in matters dealing with banking procedures. He is the author of five books including, Remote Deposit Capture Practical Considerations.

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Sabrina Collins 
BankFIRST
Vice President, Business Solutions Manager

Sabrina Collins manages the Business Solutions Department at BankFIRST in Winter Park, FL . She specializes in e-banking solutions for commercial customers. Her experience includes sales, product development, conversions, and training. She helped BankFIRST implement their Remote Deposit Capture program in March of 2006 and has been managing and enhancing their service for the last six years.

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Andrea Connell   
Bank of America
VP, Senior Product Manager

Andrea has been with Bank of America for 16 years and currently holds the title of VP, Senior Product Manager for the Remote Deposit Service and Client Side Capture Products. Her responsibilities include end to end product management including strategic direction, development and roll out of product enhancements, P&L management and marketing strategies.

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Grace Delia   
J.P. Morgan Chase
Product Solutions Manager, Vice President

Grace is the Product Solutions Manager for J.P. Morgan's remote deposit capture products.

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Thomas A. Dighiera   
Fiserv
Senior Product Manager - RDC Products

Currently the Fiserv RDC Products Product Manager since 2003. Over my 32 year career I had stops at Carreker, CheckFree, and now Fiserv. Started my career as a salesmen and later product manager at Burroughs, later Unisys. Spent four years at First Interstate Bank managing IP Ops Project Managers. Today Fiserv has over 3500 clients and 250,000 seats in production today.

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Jerry Federico   
ProfitStars, a Jack Henry Company
Sales Director, iPay Client Relations

Jerry is the Sales Director, iPay Client Relations for ProfitStars, a Jack Henry company. Jerry has an extensive background in sales and marketing, and has been a leader in the electronic payments industry for nearly 20 years. He is a graduate of Whittier College where he earned a degree in Business Administration and also received a law degree from the University of Glendale, College of Law.

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Terri Ferrise   
Cachet Financial Solutions
Vice President of Sales, Financial Services

Terri Ferrise is the Vice President of Sales for Cachet Financial Solutions. Before joining Cachet, she was the President of Business Solutions Link and she also worked in a number of leading roles within operations and sales over her 12 years with The Marshall Group. Terri has served on numerous boards and holds a master’s degree in business administration from the University of St. Thomas.

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Sam Golbach   
WAUSAU Financial Systems
Senior Vice President Integrated Receivables

Sam Golbach is the Senior Vice President of Integrated Receivables for Financial Institutions at WAUSAU Financial Systems. Sam is responsible for Wausau’s Integrated Receivables go to market strategy and solution. Sam has 14 years of experience in the payments industry.

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Bob Hedges   
AlixPartners
Managing Director

Bob Hedges is a Managing Director at AlixPartners (formerly Mercatus). Client work has focused on consumer decision making and the role of new delivery technologies. AlixPartners’ consumer research on mobile is increasingly focused on how mobile is reshaping competitive dynamics in retail banking.  Bob earned his MBA from the Sloan School of Management at MIT and his undergraduate degree from Dartmouth College.

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Michael P. Hunter   
U.S. Bank
Senior Product Manager

Michael Hunter is a Senior Product Manager and AAP within Global Treasury Management at U.S. Bank. In 2009, Mike joined U.S. Bank to manage the small business remote deposit capture (RDC) product; working to educate customers and branches on the benefits of RDC. Prior to U.S. Bank, he implemented and managed back office conversion programs for large grocer, retail and pharmacy clients.

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Ben Jackson   
Mercator Advisory Group
Senior Analyst

Ben Jackson is Sr. Analyst of Mercator Advisory Group's Prepaid Advisory Service. Ben has over 10 years of experience in banking and payments research and is an expert on applying prepaid to help organizations solve tactical and strategic problems.

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Tom Kettell   
Epson America, Inc.
Senior Manager, Emerging Market

Tom Kettell heads up the Emerging Markets group at Epson America, Inc. – a global consumer, retail, banking, and healthcare electronic solutions company. In his role, Mr. Kettell oversees the business strategy for the banking and payments and healthcare industries in North America. Tom has over 20 years of experience in the payments industry.

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Victoria Lant   
Fiserv
Product Marketing Director

Victoria Lant is a Product Marketing Director at Fiserv, with 25 years of experience in the financial industry. Victoria specializes in payment solutions with a focus on check processing and remote deposit capture solutions. She resides in Canada with her husband and three children and is a frequent speaker at industry and Fiserv events.

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Kurt M. Matis   
FTNI
CEO

Kurt has over 25 years of experience in financial transaction processing including designing, testing and implementing financial systems for corporate clients.

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Floyd M. Matsuda   
State Department Federal Credit Union
CIO

Floyd Matsuda has over 20 years experience in the IT and financial services industry. He has spent the majority of his career leading IT teams at GE Capital, GE Information Services, the Federal Reserve, and IBM. Floyd joined State Department Federal Credit Union in 2005 as its first IT Director and was promoted to Chief Information Officer in 2011.

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Ed McLaughlin   
RemoteDepositCapture.com
Executive Director

Ed has over 25 years executive level experience in software and imaging technology companies. He has held leadership positions where he was responsible for developing business requirements, definition of the technology and product development. Prior to joining RemoteDepositCapture.com Ed was with NetDeposit, an early pioneer in remote deposit capture. Ed joined NetDeposit in 2002 and has been involved in Remote Deposit Capture and Payments since then working with a number of the largest banks in planning; implementing and rolling out remote capture systems. Ed has extensive expertise in the areas of Check 21, ACH (ARC/BOC), risk management and other imaging based applications.

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Phyllis Meyerson   
ECCHO
EVP

With ECCHO since 1991 specializes in payment systems and image exchange. Actively involved with Check 21. Chairs X9AB work group developing standards for image exchange. Serves on NACHA’s ECC’s. Been involved in ACH since the 1970’s. Previous experience: FiServ, Bank of America and JP Morgan Chase. Holds MBA, MS and BS degrees; permanent CCM and AAP.

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Lisa D. Miller   
RDM Corporation
Director Product Strategy - Financial Services

Lisa Miller is Director of Product Strategy – Financial Institutions at RDM Corporation. Lisa has over 20 years of combined corporate and banking experience, most of which has been focused on key assignments in cash management, investments, strategic business development, process improvement and human resources. Lisa is responsible for the future strategic direction of the RDM software applications related to payment and remote deposit capture, including mobile.

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David L. Peterson   
Q2eBanking
EVP - Innovation and Customer Experience

David Peterson is Executive Vice President Innovation and Customer Experience for Q2eBanking. David was formerly the Chief Strategic Officer of i7strategies, an independent consulting firm focused on strategic planning and electronic banking and payment initiatives. David is also the original founder of Goldleaf Technologies, a innovator of ACH and RDC for Independent FIs.

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Michael Pratt   
Panini
Chief Marketing Officer

Michael Pratt is Chief Marketing Officer for Panini. He has over 20 years of senior executive experience in both sales and marketing. He is responsible for the management of Panini’s Global Marketing Team and the future direction of the company via product development, strategic planning and market definition. Pratt holds a MBA from Miami University and a BS in Marketing from University of Dayton.

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David Rathke   
Frost Bank
SVP

David Rathke is senior vice president for Frost and is a product manager for several Treasury products. Beginning his financial services career with Frost in 1986, David has served primarily in item processing positions, including assignments managing Frost’s Houston and San Antonio item processing centers. Today, his responsibilities include product manager for ACH, Wires and Remote Deposit Capture.

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Darcy Samson   
U.S. Bank
Vice President, Small Business Deposit Group Manager

Darcy Samson is Vice President, Small Business Deposits/Payments at U.S. Bank. Her responsibilities include managing a deposit portfolio totaling $18 billion with over 800,000 accounts. Her product management group is also the lead product management group for U. S. Banks consumer scanner and mobile based remote deposit capture product, DepositPoint.

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Jeffrey Saucier   
CORE Business Technologies
General Manager, Products & Business Development

General Manager of Products for CORE Business Technologies, Jeffrey has over 15 years of experience implementing revenue management solutions for Healthcare, Higher Education, Municipal and Corporate markets. His work at CORE is focused on one-touch processing of inbound payments by bringing the RDC process to the front lines resulting in process and deposit reconciliation savings.

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Michael Scheibach   
BankNews Media
VP/Executive Editor

Michael Scheibach is the vice president of business development and executive editor of BankNews Media, a leading publisher of magazines, newsletters, and directories for the banking industry. As executive editor, Scheibach writes a Technology Focus column and blog, as well as edits BankNews e-Digest and BankNews Technology Focus, enewsletters for banking professionals.

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April Sumner   
TransCentra
Product Manager - Payments - Outsourcing and Software

As the Product Manager for payments, Ms. Sumner is responsible for developing remittance processing solutions from concept to launch. She joined TransCentra in 1999, and has been on the product team since 2006. She also serves as an Executive Board Member for RMAC. She holds a B.A. in Marketing Management from DeVry University, and an NPDP certification from PDMA.

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Luz L. Urrutia   
Community & Southern Bank
Director Alternative Financial Services

Luz Urrutia is Director of Alternative Financial Services for Community & Southern Bank. In her position, Luz has responsibility for AFS implementation in the bank's footprint, kiosks and mobile RDC. From '02-'12, Luz was President of El Banco de Nuestra Comunidad, a financial services company focused on the Latino unbanked and underbanked market in Georgia. Luz serves on the Board of CFSI.

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Steven P. Vaglio, AAP   
EastPay
Senior Vice President

Steve Vaglio has 30 years of experience in the financial services industry. Today, he is SVP of Payments Advisory Services & Marketing in EastPay, which includes areas such as strategic assessment and planning, project management, product consulting, service agreement reviews, product management, and marketing. He also conducts ACH and RDC Audits. Steve is also an Accredited ACH Professional.

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Tim Wilcox   
FIS
Product Manager

Tim joined FIS in 1986 and is responsible for the on-going product development and strategy for FIS’ Business, Consumer & Mobile RDC solutions. He was instrumental in launching these FIS products serving hundreds of FIs, over 75,000 MERCHANTS and over 900,000 CONSUMER USERS. Tim graduated from the University of Oklahoma and has over 25 years of experience working in the financial services industry.

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2013 Sponsors & Exhibitors include:

RDC Summit Production Partner

Professional Development Group