Philadelphia AFP Spring Learning Day 2019: Speakers & Topics

If you have not pre-registered for this event, you can register on site at The Science History Institute starting at 7:30 AM. This event includes Breakfast which also begins at 7:30 AM.  The first meeting on Real Time Payments starts at 8:00 AM.  It is anticipated that if you attend all four Learning Day sessions, you will earn 4.8 continuing education credits. To register, click here!


Tim Mills, VP-Business Development, The Clearing House - "Real Time Payments: Payments Industry Options"

Up until recently B2C disbursements have been primarily tied to the paper check. Attend this session to gain an understanding of how the payments industry is offering fresh new options for B2C disbursements focused on speed, certainty and finality. Whether your organization is looking for more efficient means to disbursement payroll, employee benefits or refunds this is the session for you. faster payments offers a diverse set of options for getting funds into the hands of consumers quicker and more efficiently while avoiding expense, and escheatment.

Learning Objectives: 1. Participants will gain an understanding of the major inefficiencies tied to legacy methods of disbursing funds to consumers 2. Participants will learn about the new faster payment options for disbursing funds to consumers 3. Participants will understand the benefits and challenges associated with utilizing faster payments for B2C use cases.

During his 20-year career, Mills has worked extensively with financial institutions of all sizes and non-financial institutions on payments strategy, compliance and emerging payments.  In addition, he has consulted with central banks on payments modernization.

Mr. Mills holds the Accredited ACH Professional (AAP) credential and has served as a member of the National Automated Clearing House Association’s (NACHA) Payments Institute Board of Regents, Risk Management Advisory Group (RMAG) and Payments Conference Planning Committee.

He is a frequent speaker at conferences and payments related functions.  Mr. Mills is an alumnus of Kutztown University and The Ohio State University.

The Clearing House website:


Scott Balestrier, President and CEO, Griffin/Stevens & Lee Tax and Consulting Network - "One Year into the Tax Cuts & Jobs Act"

How has the Tax Cuts and Jobs Act of 2017 impacted the business landscape? Areas of focus for this presentation include the impact on business, M&A activity, and what to expect in 2019.
Scott Balestrier is President and CEO, Griffin/Stevens & Lee Tax and Consulting Network. GSLTC is a cutting edge business development consulting and services firm working with a number of high quality financial services and products firms. Former partner at KPMG - Consulting focused tax partner working with multi nationals to reduce tax liabilities and advance the tax objectives of the organization. Expertise in many areas of tax. Serving Retail, Financial Services, Manufacturing and Service related companies.

Griffin/Stevens & Lee website:

The Clearing House website:


David Frigeri, Practice Lead Advanced Analytics & Data Visualization, Slalom Consulting, LLC. - "The Fundamentals of A.I. and Machine Learning"  

Artificial Intelligence and Machine Learning is being considered by virtually every industry and business function with the economic impact expected in the trillions. In this one hour session, participants will learn the fundamentals, types and applications of AI and Machine Learning, provide a history of AI and useful case studies of how AI is being used to reduce costs, identify risk and provide new innovative customer experiences. Finally, participants will be provided a tool set to help start their own AI/Machine Learning journey.

David Frigari, Practice Lead Advanced Analytics & Data Visualization at Slalom Consulting, has over two decades’ experience designing and implementing AI and machine learning products and services to drive better business outcomes in a variety of industries.  David has also introduced a number of data monetization strategies and new business models utilizing APIs, market places and curated data visualizations. David is the author of A Method and System for Predictive Analytics for Wound Care Environments US62/500,709 and A Machine Learning Training Method and Resulting Expert System for Identifying Wound Type, Size and Condition US62/540,723. David is trained in various methods of empirical investigation and critical analysis including descriptive, inferential and correlational statistics as well as agent based modeling, Linear Algebra, Probability and Information Theory, and Numerical Computation.

Slalom Consulting website:


Christopher Neill, Ecosystem Development Hybrid Blockchain Solutions, XinFin Network - "Blockchain for Dummies"

Get up to speed with Blockchain with this primer on the background, and evolution of Blockchain. This presentation will also cover the future of Blockchain and how it is being implemented in the finance industry.

Christopher has a diverse background in stocks and Forex capital markets, business management and development. After spending significant time in the Blockchain space and seeing how little enterprise grade clients understood Distributed Ledger Technology, Christopher launched Black Tier Solutions, LLC for Blockchain Consultancy where he serves as Founder and CEO. Christopher also serves as the Head of American Development for XinFin, a Hybrid Blockchain Network.

XinFin Network website: .
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