Managing Third-Party & Fintech Relationships Symp.

Wednesday, March 19, 2025

10:00 AM - 4:00 PM CT | Virtual

View the Agenda 

Register to Attend 

The dawn of Fintech 3.0 has arrived, and UMACHA is bringing together an exceptional lineup of industry experts to shed light on the latest developments in the modern Fintech ecosystem. Whether your financial institution currently partners with Fintechs or you are a Fintech looking to expand your collaborations with financial institutions, this event is your gateway to a deeper understanding of this evolving landscape. Join us to explore the future of Fintech and financial institution relationships and uncover the insights you need to drive success by staying ahead of the curve.

*Agenda, speakers, & session topics subject to change.

Speakers:

Phil Goldfeder

CEO - American Fintech Council

With nearly two decades of experience at the intersection of the public and private sectors, Phil Goldfeder currently serves as Chief Executive Officer of the American Fintech Council (AFC), a leading industry association representing responsible financial technology (fintech) companies creating critical access to safe and affordable financial services. AFC, comprised of the nation’s largest fintech companies, fosters innovative, transparent, and responsible products that promote competition, consumer protection, and financial health, inclusion, and equity. AFC is committed to robust industry standards, with a focus on consumer protection and regulatory compliance, in addition to advocating for and embracing appropriate government regulation.

Marsha Jones AAP, APRP

President - Third Party Payment Processors Association (TPPPA)

Marsha's professional experience is related to banking and the payments industry with an emphasis on third-party payment processing. She is a Certified Anti-Money Laundering Specialist (CAMS), an Accredited ACH Professional (AAP) and an Accredited Payments Risk Professional (APRP). She currently serves as the president of the newly formed Third Party Payment Processors Association (TPPPA), providing advocacy and a voice for third-party payments processors, their financial institutions and their customers.

Carlin McCrory

Associate - Troutman Pepper Locke LLP

Carlin’s diverse practice includes counseling clients on matters related to the Electronic Signatures in Global and National Commerce Act (ESIGN) and the Bank Secrecy Act (BSA). Her Electronic Fund Transfers Act (EFTA) and implementing, Regulation E, experience includes advising on consumer liability for unauthorized transfers, initial account disclosures, change in terms notices, ATM disclosures, error resolution procedures, and overdraft and nonsufficient funds (NSF) requirements and disclosures.

Nanci McKenzie AAP, APRP, JM

Payments Expert, Research Division - Federal Reserve Bank of Atlanta

Nanci McKenzie is an experienced speaker and a recognized expert in the field of payment technology. She is currently a Payments Expert at the Federal Reserve Bank of Atlanta. With over 38 years of experience in the payment technology industry, Nanci has a wealth of knowledge and expertise in payment processing, fraud prevention, and risk management.

Jennifer Miller AAP, APRP, NCP, PMC

Senior Director of Services - UMACHA

Jennifer is a highly experienced professional with an impressive 31-year career in Banking and a particular focus on financial software. She has held various leadership positions throughout her career, including her current role as Senior Director of Services. In this position, Jennifer is responsible for overseeing publications, electronic payment compliance services, member training programs, and marketing.

Peter Tapling

Managing Director - PTap Advisory, LLC

Peter has had the great opportunity to work on the forefront of many technology shifts: mainframe to client/server to the web to microservices. Peter has made it his life's work to translate what technology does into how it can help improve or create business.