The Payments industry is constantly changing and you are invited to attend an interactive Payment Workshop hosted by LEVERAGE Payment Solutions. Registration is open and we welcome attendees who are new to the industry as well as attendees with years of experience. Bring a team from your credit union to learn how Payments are the path to member engagement. Meals and break snacks are included with registration.
1:00 p.m. - 1:30 p.m.
Agenda Discussion: Course overview followed by group discussion.
Introductions: Attendee introductions, instructor introductions, and goal setting
Icebreaker: Money, Money, Money
Remember the adage, “what’s in your wallet?” These are real stories of how the young, the old, and the impatient/restless deal with cash today. And how they are tactfully convinced to bank with their digital wallet vendor.
1:30 p.m. - 2:30 p.m.
The Core Program
Accelerated Overview of Payment Fundamentals: A quick overview of payment fundamentals, current market drivers, and evolving expectations
Top Payment Trends that WILL Make an Impact: Things that are expected to move the market
First Break: Meet your peers
2:45 p.m. - 4:30 p.m.
Auditing Your Payments Program Effectively: You must know where you stand first
Live Examples/Reviewing Real Case Studies: Seeking collective insight to improve performance
Quick Recap of Fundamental Success Strategies: Apply these principles to any payments program
Homework Case Study Assignment: Understanding the challenge, and explaining expectations
Afternoon Session Complete
5:30 p.m. - 8:30 p.m.
Group dinner (included with registration)
5224 Peachtree Pkwy, Peachtree Corners, GA 30092
9:00 a.m. - 10:30 a.m.
The Challenges Facing Our Industry: The payments landscape is extremely competitive
Case Study Assignment Discussion: Peer and instructor feedback
10:45 a.m. - 12:00 p.m.
Measuring the impact of payments at your credit union: Learn how to measure the impact and prioritize the importance of the payments program
Organizing for Success: How the organization needs to share information to drive payments success/organizational best practices
12:00 p.m. - 1:00 p.m.
Lunch (included with registration)
1:00 p.m. - 2:30 p.m.
Technology & Processor Review: Fintech, Traditional, and the New Emerging
The Power of Leverage: Balancing Business & Operational Goals: to Drive Ultimate Success
2:45 p.m. - 4:00 p.m.
Case Study Presentations: Presenting your plan to drive payments success
The Future of Payments: What to expect over the next 10 years
Reflection and Feedback: An open and interactive conversation
Leverage Learning Series: Upcoming learning opportunities
Meeting Adjourned: Safe travels back
Associated Credit Union
6251 Crooked Creek Rd. NW
Norcross, GA 30092
March 15th 1:00 p.m. - 4:30 p.m.
Mach 16th 9:00 a.m. - 4:00 p.m.
Non LPS clients - $750
LPS clients - $500
Additional attendee pricing - $200
***subject to change
For additional information contact Julie Yanes.