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2018 Healthcare and Check Payment Technology Conference Agenda

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*Check Breakout Sessions  

*Healthcare Breakout Sessions

Monday, May 7th, 2018

3:00 - 5:00 PM

Afternoon Activity & Social Event

Start networking early with banking and healthcare professionals while learning about the history of Nashville at the Ryman Auditorium, formerly the Grand Ole Opry House.

Bus will depart Union Station Hotel at 3:00 PM.

6:00 - 8:30 PM

A Music City Reception at the Union Station Hotel

"Music City Meets Intelligent Payment Automation" comes alive at the OrboGraph reception as we launch the conference with interactive discussion, a local entertainer and country line dancing instructions.

Tuesday, May 8th, 2018

8:00 - 9:00 AM


9:00 - 9:15 AM

Conference Kickoff

The conference begins with a special introduction with an appreciation for Nashville's finest.

9:15 - 10:30 AM

The Payment Wars of Healthcare and Banking



Peter Davey, Head of InnovationThe Clearing House

Tom DeanSVP and GM of B to B Payments, Change Healthcare

Industry thought-leaders review the state of payments in the financial and healthcare industries. There is a battle for mindshare and market share! Will electronification finally prevail? Where is Faster Payments in the cycle? What is the outlook for paper? Will blockchain and cryptocurrencies gain market share? Coverage for both the banking and revenue cycle sectors. This session will help lay the foundation for strategic business decisions for stakeholders in the financial and healthcare payments space.


10:30 - 10:45 AM


10:45 - 11:30 AM

Artificial Intelligence in the Healthcare and Financial Industries



Tina Moen, Deputy Chief Health Officer, IBM Watson Health

Artificial Intelligence is booming in virtually every segment of the financial and healthcare industries. We'll explore not only how AI works, but examine a variety of use cases and applications in which AI will revolutionize the banking and healthcare industries. This session will inspire the audience and is critical for those looking to leverage AI in their line of business.

11:30 - 12:15 PM

Introducing OrboGraph AI for Check and RCM Automation



Avikam Baltsan, CTO & CoPresident, OrboGraph

OrboGraph's CTO will announce its AI solution for both lines of business. Based on Deep Learning technology, the session will address how OrboGraph will "operationalize AI" for deployment and utilization in check processing and revenue cycle management/healthcare payments. A demonstration and review of performance examples will be presented.

12:15 - 1:30 PM

Interactive Lunch

Various "topic of discussion" will be highlighted at each table.

1:30 - 2:30 PM

Best Practices for July 2018 Reg CC Changes



Paul A. Carrubba, PartnerAdams and Reese LLP

John Leekley, Founder & CEORemote Deposit Capture



Steve Gibson-Saxty, Industry Relations Manager, Endpoint Exchange

A must-see banking session discussing the key requirements of Reg CC changes. Hear why Restrictive Endorsements are now a must have for protection against duplicates, how new warranties and indemnities come into play on images (now called Electronic Checks), what it means for expeditious returns and the true impact on your RDC/Mobile deposits!

1:30 - 2:30 PM

Achieving Payments/Remittances Electronification in Healthcare



Robert Bowman, CORE DirectorCAQH

Tim McPherson, VP of Strategic Alliances, OrboGraph

CAQH presents industry electronification numbers "hot off the presses"! How far has the industry evolved? What are the hurdles providers are still facing? Why are certain providers still manually posting EOBs/EOPs, correspondence letters and payments? Additional examples and technology advancements will be presented including EOB cross-walking, new processing approaches for platform modernization for payment aggregators, improvements for medical lockbox providers and major accuracy improvements for payment posting.

2:30 - 3:15 PM

Check Fraud and Payment Risk Industry Update and Technology Advancements



Sharon McCullough, VP of Bank Operations, PNC

Joe Gregory, VP of Marketing, OrboGraph

Yaron Katzir, Director of Check Product Management, OrboGraph

New numbers are out! OrboGraph will present updated industry fraud and risk numbers from multiple sources including: AFP, American Banker Deposit Fraud Study, study, the OrboGraph The State of Check Fraud in Financial Institutions - 2017 Market Research and other 3rd party research. Then, PNC will present a detailed review of the problems banks are still facing in check fraud and risk. We will cover specific fraud use cases which are difficult to solve for financial institutions and discuss the future of fraud prevention.

2:30 - 3:15 PM

Business Intelligence, Predictive Analytics, and Other Innovations for 2018



Greg Williams, Principal Solution Architect, Qlik

Dan McDonough, Regional Director, IPC Global

Roni Boker, Director of Healthcare Product Management, OrboGraph

This session starts with a business intelligence market analysis by Qlik, leading into a review of opportunities in healthcare analytics. OrboGraph will present new BI functionality as part of the OrboAccess solution including: executive dashboards, payer and payment analysis as well as denied claim analysis (Denial Intelligence).

3:15 - 3:30 PM


3:30 - 4:15 PM

Best Practices in Day-One Capture and Day-Two Processing



Matt Cunningham, SVP - TRIPS Business Development, Deluxe Treasury Management Solutions

Russ High, Product Manager, FIS

John Leekley, Founder & CEORemote Deposit Capture

Many of traditional Day 2 processes are moving into Day 1 timeframes. We will review the hottest and best concepts of “Day 1” capture and processing models. Then the best practices of “Day 2” will be presented by industry platform thought-leader, Matt Cunningham of Deluxe Corporation. Innovations in Day 2 processing will address new exception processing, fraud decisioning, legal research, customer disputes and more!

3:30 - 4:15 PM

The Future of Healthcare Payments: Panel Discussion



Wayne Koch, CEO, ProviderAlly

Trish Rivard, Principal Consultant, Eliciting Insights

Industry perspectives: ProviderAlly will provide a detailed overview of the challenges surrounding reconciliation and reassociation. How can we achieve a more automated balancing environment when payments, remittances and claim files are moved in different channels and at different times. The direction of paper, payments, RCM and the impact of electronic payments from a bank's perspective will also be reviewed.

4:15 - 4:30 PM

Room Transition

4:30 - 5:00 PM

OrboGraph Hall of Fame: The OrbyAwards

Welcoming new individuals, business partners and end-user clients to the OrboGraph Hall of Fame for their innovative adoption and application of advanced solutions!

6:00 PM

Entertainment and Dinner in the Music City

OrboGraph will be hosting the Entertainment and Dinner at the Musicians Hall of Fame.  This will truly be an interactive experience.

Buses will depart the Union Station Hotel at 6:00 PM and 6:15 PM.

Wednesday, May 9th, 2018

8:00 - 8:45 AM


8:45 - 10:00 AM

US Economic Forecast with a Focus on Banking and Healthcare



Martin Kennedy, PhD, Educator/Economist, Economist On Call

Jen Coriel, M.A., Corporate Economist, Top 5 Healthcare Payer

Are we entering into another wave of prosperity, or is a recession around the corner? What is the economic forecast for 2018 and 2019? What are the implications of tax breaks on individuals and corporations and what are the ramifications to the banking and healthcare industries? We'll cover these topics and more with a tandem economist approach! Don't miss this in-depth analysis for your business planning!

10:00 - 10:15 AM


10:15 - 11:15  AM

Real Innovations in Check Payments for 2018



Vijay Balakrishnan, Vice President Epayments, Deluxe Corporation

Steve Gibson-Saxty, Industry Relations Manager, Endpoint Exchange

D. Keith Sides, President and Chief Executive Officer, Software Corporation International

What are real innovations occurring with the check today?! This session will address how the eCheck is positioned as an exciting check innovation for the B2B market and how banks can enrich their payment offerings. Then we'll discuss how check clearinghouse deliverables are evolving in a highly competitive environment. Lastly, we'll discuss how and why the largest U.S. banks are involved in large platform modernization efforts and what that means for check processing.

10:15 - 11:15 AM

Maximizing Payment Reimbursements in an Ever-Changing Environment



Jeffrey Daigrepont, EFMP, CMPE, Senior Vice President, Coker Group

This session will cover the reimbursement challenges of the healthcare industry. Complementary topics include technology deployments, regulatory concerns and political considerations, all which effect providers collection potential.

11:15 - 11:30 AM


11:30 - 12:30 PM

Deep Dive into the Omnichannel Requirements



Rob Stewart, Business Development, MTS Software Solutions

Tony Fera, CEO, All My Papers

Yaron Katzir, Direct of Product Development - Check, OrboGraph

What are the workflow innovations in check processing? How is the cloud playing into this? Are new scanner configurations and technologies being applied? Are there specific X9.100 format changes on the horizon and what other ways can we leverage images in exception processing? This session will analyze the dynamics of check deposit channel innovations and discuss how to optimize and integrate automation and AI technologies across the omni-channel of a banking institution.

11:30 - 12:30 PM

Diversification and Consolidation of HC Payment Automation



Vijay Balakrishnan, Vice President Epayments, Deluxe Corporation

Roni Boker, Direct of Healthcare Product Management, OrboGraph

New payment modalities are competing in the healthcare industry. We'll start with a review of problems and limitations in today's environment and then hear how a "new approach" could challenge the EDI/ACH methods for volume. Then a working session will identify value-add services which solve problems of clearinghouses, healthcare providers and payers. Technology angles to discuss will include cloud, blockchain and other innovations.

12:30 - 1:15 PM

Lunch and Closing Speaker

Close out the conference with a lunch and a little motivation as you depart.

1:15 - 2:30 PM

Client Session: "Hands-on" with New OrboAccess Applications

New HPAC BI, new software functionality of OrboAccess portal, client management of LCA, OrboAccess development cycle, Opti-Lift discussion.

1:15 - 2:30 PM

Client Session: Integration and Technical Deployment of OrboAnywhere

Learn how to deploy OrboAnywhere from a technical standpoint starting from the integration to installation with optimization and scalability also discussed.

Speakers' Bios

Learn more about the speakers. 

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