Tentative Schedule of Events

Sunday, November 8th

12:00-7:00pm

Registration Desk Open

Pre-Conference Workshops

12:30-2:00pm

Workshop 1: EBT Basics: Everything You Wanted to Know About EBT but were Afraid to Ask This popular workshop provides a strong foundation for understanding the terms, the technology and the applications of electronic benefits transfer and electronic services delivery. A must for EBT newbies! Workshop Leaders: - Ellen Simon, Director, MAXIMUS - Al Greene, Director, Account Management, FNIS

Workshop 2: Standardizing WIC EBT Business Processes One of the keys to nationwide WIC EBT is the ability to standardize business processes, especially at the point of sale. The eGovernment Payments Council’s new “Guidelines for the Standardization of WIC EBT Business Processes” takes the WIC EBT community a long way in this direction. Processors, retailers, local agencies and consumers will all be pleased with the simplicity that the Guidelines will bring to retail WIC EBT. Join Council members as they unveil the Guidelines for retail delivery of WIC benefits at the point of sale. A “must see” if WIC EBT is on your radar screen in 2010. Workshop Leader: Liz French, Business Development, JPMorgan

2:00-2:30pm

Coffee Break & Vendor Exhibits Open

3:00-4:30pm

Workshop 3: WIC EBT Readiness Defined The new SAM WIC Information Systems being developed and implemented are required to be EBT ready.  What does this really mean?  Two industry insiders provide an understanding of the myriad of terms, concepts, and technologies that underlie the migration of WIC to EBT, and define what is meant by “WIC EBT Readiness.” Workshop Leader: - Jon Haught, Consultant, MAXIMUS

Workshop 4: Managing Contractor Relationships: Secrets from the Dark Side Managing the expectations and deliverables from a contractor is a key to a successful contractor relationship.  Hear seasoned industry professionals review the ins and outs for ensuring a successful relationship with your contractors. Workshop Leader: Art Burger, Executive Vice President, Burger, Carroll, & Assoicates, Inc

Conference Begins

4:45-4:50pm

Welcome Remarks - Bob Bucceri, General Partner, Chaddsford Planning Associates - Peter Relich, Sr. Vice President, MAXIMUS

4:50-6:00pm

Plenary I:  TBA

6:00-7:00pm

Welcoming Reception in Exhibit Hall Welcome - Kurt Helwig, President & CEO, EFTA - Bob Bucceri, General Partner, Chaddsford Planning Associates - Peter Relich, Sr. Vice President, MAXIMUS Sponsored by the Electronic Funds Transfer Association

Monday, November 9th

7:30am-5:00pm

Registration Desk Open

7:30-8:30am

Continental Breakfast Vendor Exhibits Open

8:30-8:45am

Welcome Remarks Kurt Helwig, President & CEO, EFTA TBA

8:45-9:45am

Keynote Address: TBA Speaker: Julie Paradis, Administrator for FNS, USDA

9:45-10:15am

Coffee Break Vendor Exhibits Open

10:15-11:30am

Plenary II: Front Page Focus:  The Impacts of the Economy on EBT & Other Electronic Payments The U.S. is in the midst of the worst recession since the Great Depression.  This is having a huge impact to our state and local government because of falling revenues and increased demand for services.  Come hear discussion from an expert panel on the impact EBT has had on the delivery of benefits and services during this troubling times. Speaker: Bob Bucceri, General Partner, Chaddsford Planning Associates

11:30am-12:30pm

Lunch Lunch Address: TBA

12:30-1:45pm

Round Table Discussions Plan to participate in one of three different round table discussions where participants will identify and discuss topical issues and challenges related to the delivery of cash, food stamps, WIC, child care, and other services and benefits through EBT

Round Table 1: Current Topics in SNAP EBT Facilitators: -  Liz French, Vice President of Business Development, JPMorgan -  Gene Costa, Executive Vice President, Imadgen, LLC

Round Table 2: Current Topics in WIC Facilitator: Dawn Cooley, VP WIC Sales, ACS Government Solutions

Round Table 3: Current Topics in Electronic Payment Cards Facilitators: -  Bard Schollenberger, Vice President, ACS Government Solutions - Al Greene, Director, Account Management, FNIS

1:45-2:15pm

Coffee Break Vendor Exhibits Open

2:15-3:30pm

Breakout Session 1: Retailer Expectations with WIC The delivery of WIC food benefits cannot occur without the support of the retailers.  Come hear from these critical stakeholders in the delivery of WIC benefits, and how WIC EBT is changing the way WIC benefits are being delivered to WIC recipients. Facilitator: Louise Meyer, Vice President, JPMorgan  Confirmed Speaker: Jennifer Smith, Wal-Mart Invited Speakers: - First Data - IBM - Kroger

Breakout Session 2: EBT Technology: PIN Debit & More Technology is constantly changing and improving, even in a mature industry like EBT.  Industry insiders talk about the new technology coming down the pike, and its potential impact in how benefits and services are being delivered. Facilitators: - Marty Hopper, Sr Sales Executive and Business Development Manager, Verifone - Tom Kelly, Government Sales Manager, Datacard Group

3:45-5:00pm

Breakout Session 3: Under the Hood: A Side-by-Side Comparison of WIC EBT Programs Currently Operating WIC State Agencies have different issues and requirements when implementing an Online WIC EBT project versus an Offline WIC EBT Project.  Hear industry experts compare and contrast these two different technologies, and what needs to be considered to make your WIC EBT project a success regardless of the technology. Facilitator: Peter Relich, Sr. Vice President, MAXIMUS Invited Speakers: - Reed Luhtanen, eWIC/EBT Product Manager, Corporate Finance, Wal-Mart Stores, Inc. - Representative from Kentucky - Janet Moran, Wyoming

Special Session 4: Building Cross Agency Debit Card Programs A single payment card for benefit and service delivery is the holy grail for many states, with the main challenge being able to work through the management, policy, and system silos of multiple agencies.  Industry insiders discuss how achieve this holy grail by building cross-agency debit card programs. Facilitator: Bard Schollenberger, Vice President, ACS Government Solutions Confirmed Speaker: - Jason Boswell, ACS Invited Speakers: - Lisa Henley, Oklahoma - Sandy Vanneman, South Dakota - Representative from Utah

5:15-6:15pm

Bonus Session 1: Farmers Markets The nutritional benefit of produce delivered by farmers markets is a given.  The challenge is automating Farmers Markets so they can effectively process electronic transactions, whether SNAP, WIC, or just plain cash.  Industry experts talk about how this has already been accomplished in a cost effective and sustainable manner. Facilitator: Ann Ray, Director, Sales and Business Development, FNIS Confirmed Speakers: - Jan Walters, EBT Director, Iowa Department of Human Services - Shari Akin, FIS - Latifia Carter, Finance Director, Crescent City Market

Bonus Session 2: The Changing Rules of Procurement “Doing more with less” is a key driver for every State during these challenging times, especially when re-procuring existing EBT services.  Come hear from industry insiders talk about the changing rules of procurement as states are trying to stretch their dollars and “do more with less.” Facilitator: Liz French, Vice President of Business Development, JPMorgan Invited Speakers: - Jeff Cohen, FNS - Sandy Vanneman, South Dakota - Arjen Travis, Washington

Bonus Session 3: eHealth Cards: Stealing a Page from EBT A technology that is a long time in coming, electronic health records is now a top priority for both Federal and State government trying to hold down their Medicaid and Medicare costs.  Come hear industry experts discuss how eHealth is going to change the face of health care delivery. Facilitator: Bob Bucceri, General Partner, Chaddsford Planning Associates

7:00-10:00pm

Evening Event: Sponsored by the Conference Charter Sponsors

Tuesday, November 10th

7:30am-4:30pm

Registration Desk Open

7:30-8:30am

Continental Breakfast Vendor Exhibits Open

8:30-9:45am

Breakout Session 5: Assessing the Compatibility of Your Legacy Data Systems for WIC EBT As a benefit delivery utility, WIC EBT relies on the WIC IS to provide information regarding the WIC family unit (eligible participants in a family) and their related WIC food prescriptions.  Mechanism.  While the newer WIC Information Systems are being developed to be “EBT-ready,” the same is not true for the existing legacy WIC Information Systems.  So should a WIC Agency wait until they install a new WIC IS, or can they bring up WIC EBT using their legacy WIC IS?  Hear industry experts discuss the pros and cons of both approaches. Facilitator: John Haught, Consultant, MAXIMUS

Breakout Session 6: Disaster Lessions Learned It is impossible to know when a disaster will hit, which is why upfront planning is so important to being able to respond quickly to disasters.  Come hear from the experiences of colleagues who have been forced to respond to disasters, and the lesson they learned from their first hand involvement. Facilitator: Gene Costa, Executive Vice President, Imadgen, LLC Invited Speakers: Representatives from Louisiana, Texas and Florida

9:45-10:15am

Coffee Break Vendor Exhibits Open

10:15-11:30am

Breakout Session 7: Case Study: Implementing the New WIC Food Package (Horror Stories vs. Success Stories) The new food package is the first major modification to the WIC food prescription since the program was started.  As such, there have been many issues and challenges to State WIC Agencies as they implement the new food packages.  Come hear the good, the bad, and the ugly from industry insiders in this unprecedented change to the WIC Food Packages. Facilitator: Louise Meyer, Vice President, JPMorgan Invited Speakers: - Erin McBride, Technical Expert, WIC EBT, USDA FNS - Dan Cash, WIC IT Business Manager, Wisconsin WIC Program - Melody Schrank, Nutrition Coordinator, Chickasaw Nation

Breakout Session 8: State Budget Impacts on the Industry:  Creative State Strategies Facilitator: John Pfeuffer, Director for Business Development, ACS Government Solutions

11:30am-12:45pm

Lunch Industry Awards Presentation

12:45-2:00pm

Breakout Session 9: Goals For Implementing a Handbook for Successful WIC EBT Program A successful WIC EBT program does not just happen.  Existing planning and coordination are required, as well as the participation of a diverse group of stakeholders, from the State Agency to the local agencies to the retailers.  Experience has demonstrated that there are some best practices that should be used to achieve the desired results for your WIC EBT implementation.  Come listen to state agencies experienced in implementing WIC EBT provide you their handbook for WIC EBT success. Facilitator: Ellen Simon, Director, Maximus Invited Speakers: Represetatives from Texas, Kentucky, Michigan and Nevada

Breakout Session 10: Co-Branding To co-brand or not to co-brand is the question being asked by many states today.  Like everything in EBT, there are advantages and disadvantages to co-branding.  Banking experts will give you the real story for why you should consider co-branding, and the challenges that exist when you co-brand. Facilitator: Laura Secondo, Sr. Vice President, Bank of America Invited Speakers: - Representative from Utah - MasterCard - Visa

2:00-2:30pm

Coffee Break Vendor Exhibits Open

2:30-3:45pm

Plenary III: Legislative Update: Stimulus Package, Farm Bill, WIC Reauthorization Representatives from FNS discuss the current EBT & WIC projects, and how the Stimulus bill has benefited these programs, as well as the current direction of the WIC Reauthorization bill.  FNS will also provide an update on their EBT & WIC plans. Speaker: Ellen Vollinger, Legal Director, Food Research and Action Center

3:45-4:30pm

Round Table & Conference Wrap-Up

4:30pm

Conference Ends