Payments University features an online class ahead of the in-person sessions, so you’ll arrive for the in-person event ready to go. Plus, you’ll have had a chance to get to know your colleagues a bit ahead of time, further fostering the networking connections you’ll walk away with.
Current Payment Assessment
August 6, 2019
12:00 p.m. CDT
Tony DeSanctis, Cornerstone Advisors
During this 90 minute session, we’ll work with attendees to help them gather and measure key metrics around their payments business, and put together a current-state assessment of their program, so everyone will be ready to go when we meet in San Diego.
We’ll also talk about the current priorities in payments, and key metrics we should be looking at to evaluate the success of payments programs, such as scorecards, roadmaps and benchmarks, as well as recent trends like interchange income, fraud and vendor capabilities.
In-Person Sessions – Onsite Agenda
September 11, 2019
Payments University will teach you to think differently about payments and payments strategy.
After a review of the online session, we’ll dig deeper into the critical priorities payments you should focus on to develop and enhance your payments program.
We’ll review key areas of the payment ecosystem and discuss how things are changing—from merchants to fintech to processors and networks. We’ll also take a look at where the innovations, enhancements and disruptors are coming from, and what the keys to ongoing payment success in this environment are.
This is where we will tee up the seven pillars strategies, and learn how they will support your credit union’s ability to compete in the ever-evolving payments landscape.
Together, we’ll work through and evaluate your pre-work. We’ll develop a first draft summary of the current state of your program, and determine your top improvement priorities.
In this session, we’ll go deeper into consumer debit, business debit, consumer credit, business credit, and digital payments. We’ll also discuss the metrics and benchmarks you need to look at in each product, such as credit rewards, PIN interchange, and digital adoption.
In this session, you’ll further refine and evaluate your proposed payment strategy, and put the final touches on your top priorities and areas of focus. We’ll also look at your pre-work, and compare it to the finished product, creating a tangible demonstration of knowledge growth to take home with you.
Learn how to identify weak signals—the opportunities and threats that aren’t immediately apparent in the payments environment but can make a lasting impact on your strategy. We’ll take a look at ways to determine what might come next, and learn practical steps to improve your decision making.
You’ll present your current assessment and recommendations for actionable payments strategy, and receive feedback and recommendations from the facilitators.
You’ll leave with a presentation ready to share with your senior leadership team, so you can easily demonstrate what you learned, and use it as a payments roadmap ready to deploy once you are home.