Benefits of Membership

The Payments Operations and Strategy Forum allows leading experts in the banking industry to share ideas about how to manage diverse and limited resources in ways that increase profitability and efficiency, to openly question the merits of new technologies, and to argue the importance of market trends. The members of the Payments Operations and Strategy Forum – senior representatives from over 35 large financial institutions and solution providers – bring experience and insight to each meeting. Global Concepts enables members to draw lessons from one another through interactive meetings and detailed summaries of the proceedings. We also probe issues of particular concern to Forum members in research reports prepared exclusively for the Payments Operations and Strategy Forum.

Unlike any other conference, the Payments Operations and Strategy Forum will

Empower You To Succeed By...

• Sharing successful strategies
• Helping you avoid pitfalls encountered by other organizations
• Allowing you to study technology innovations
• Discussing standards and best practices

Enable Your Networking By...

• Introducing you to key players in the payments operations industry
• Exposing you to technology providers and their products
• Encouraging offline interaction

Enhance Visionary Thinking By...

• Providing a politics-free atmosphere
• Fostering outside-the-box thinking
• Promoting strategies over tactics

Global Concepts provides the following deliverables to members of the Payments Operations and Strategy Forum.

Interactive, Confidential Meetings (Three per year)

The Payments Operations and Strategy Forum convenes three times each year, bringing managers from leading financial institutions together with technology providers to discuss key strategies and emerging trends in payments operations. Issues such as innovation, technology, payments hubs, automation, efficiency in payments processing, performance improvement, outsourcing, offshoring, change management, organizational design, paper electronification, payments convergence, fraud prevention, and risk management.

Strategic Research Report (One per year)

Global Concepts' staff critically analyzes the trends, technologies, and strategies driving the payments operations industry. We will develop an original research reports and deliver the findings to Forum attendees at one of the meetings of the Payments Operations and Strategy Forum. The research report will provide a comprehensive look at important aspects of the industry; past topics have included innovative investment opportunities in payments operations, outsourcing, green bank operations, cross-channel risk, check ACH conversion, branch capture, and consumer remote deposit.  The material is used to foster discussion and debate at the Forum.

Detailed Meeting Summaries (Three per year)

Global Concepts' detailed summaries of all Forum sessions relieve attendees of the burden of taking exhaustive notes. This allows members to take advantage of the extraordinary opportunity to engage their peers from across the industry in substantive discussion of bank case studies and Global Concepts' research. Following each meeting, members will receive a 20-40 page compendium recounting the presentations, questions and answers, and discussion. Meeting summaries serve as a valuable reference to share with non-attending members and often replace attendee trip reports.

Speaker Presentation Booklets (Three per year)

For each meeting of the Forum, Global Concepts prepares a booklet of speakers' presentations. The booklet ensures that all members of the audience have a clear view of each speaker's slides, and it also supports the lively audience-wide discussions for which all our Forums are known. Attendees have found the booklets to be a convenient format for taking notes and sharing information with colleagues who could not attend the meeting.

Web Access to Deliverables

Research reports, meeting summaries, and presentations are all available in electronic format from Global Concepts' Web site. The online availability of these Forum deliverables enables all members of your organization to benefit from member discussions and Global Concepts' research. Instead of photocopying documents or forwarding them via email, individuals who were unable to attend can be supplied with the company's login ID and password to retrieve Forum deliverables as needed.