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Greater Washington AFP

GWAFP April 2017 Monthly Meeting

  • 12 Apr 2017
  • 12:30 PM - 3:00 PM
  • Bank of America


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April 2017 Monthly Luncheon Event


April 12, 2017


Bank of America, 730 15th Street, NW, Washington, DC 20006


Bank of America



12:30 – 1:00 p.m.

Buffet Lunch, Welcome and Introductory Remarks

1:00 - 1:50 p.m.

“Payment Program Overload--How to Make Sense of it?”,

Steve Mott, Principal, BetterBuyDesign

2:00 - 2:50 p.m.

“Cyber Security”,

Jim Scopis, CISSP, SVP – Global Information Security Executive, Bank of America


Members: $35

Non-Members: $55

On-line at



Payment Program Overload--How to Make Sense of it?

It's hard to imagine a more complicated agenda of changes in how the payments industry is supposed to make payments and increase security of transacting.  Faster Payments, EMV, NFC/HCE, tokenization, encryption, 3-DS2.0 (and rival programs), blockchain ledgers, mobile wallets, ISO 20022, PCI/EMVCo specifications, digital/alternative payments, social network payment IDs...and on and on and on.  Some of these programs can serve the industry--especially the merchants and corporates who pay for most of them--well, but few offer a viable return on investment or a real advance in security.  This presentation will examine these programs and help attendees make some 'no-nonsense' sense of them--in the wake of growing fraud and massive cyber-threats. Learn the answer to this fundamental question: Are we wasting precious resources on these programs--when the industry could be better served by spending its money protecting all data from the source, and end-to-end in the processing chain?


SpeakerSteve Mott, Principal, BetterBuyDesign.

Steve Mott is a 25-year veteran of the electronic payments industry, specializing in ‘landscape’ and strategic assessments, transaction economics, innovative uses of debit networks, authentication and security technologies, and emerging alternative payments types and venues—including stored value, online and mobile commerce, cloud-based/digital marketing systems, and transacting over social networks. 

As principal of BetterBuyDesign, a payments consultancy, Steve (and partner organizations) work with clients on strategy development, product research and design, organizational effectiveness and vendor management, technology evaluations, and market assessments. His clients include merchants, banks, processors, networks, technology providers and corporates. 

Steve also advises investment firms on industry trends and developments, conducts business valuations and M&A/due diligence support, and serves as an expert witnesses in patent, trade secret, and other IP matters. Steve serves as a subject matter expert for the Federal Reserve and other industry organizations, speaks at two dozen payments conferences each year, and is a frequent contributor to Digital Transactions Magazine and n*genuity Journal. You can reach Steve at and 203.536.0588.


Cyber Security

Cyber Security has quickly become a topic of interest for many people, companies and governments around the globe.  The very same internet functionality that many of us are growing increasingly depended on presents with it risks that if not understood, can lead to the compromise of personally confidential information.  This same risk exists for the companies that rely on our data to perform routine functions and deliver a variety of common services.

This session will focus on explaining who today’s threat actors are, what are the most common threats and risks to be aware of, and will help you understand some of the common best practices you can take to help protect yourself as well as those around you.  This includes the companies you manage and the services you offer your customers/clients.    

Speaker:  Jim Scopis, CISSP, SVP – Global Information Security Executive, Bank of America.

Jim is an executive with Bank of America’s Cyber Threat Intelligence and Customer Protection Team.  His responsibilities have included Information Security architectural solutions and enablement as well as driving cyber security awareness programs to multiple lines of business and technology teams across Bank of America, Merrill Lynch and US. Trust.

Jim joined Bank of America in 1987 and during his almost 30 year career has held leadership roles across multiple lines of business, Enterprise Corporate Compliance, Global Business Continuity and Global Technology & Operations.

Jim attended the University of Delaware where he studied Business Administration.  He is a Certified Information Systems Security Professional (CISSP) and a member of ISC2, ISACA and the Delaware chapter of Info-Guard. 

Jim is an active volunteer in his community through his support of St. Mary of the Assumption Church, the FRAXA Research Foundation, Meals-on-Wheels, Padua High School and was the founding board president of the Newport Rowing Club in Newport Delaware - an organization focused on educating local youth about the sport of recreational and competitive rowing.

Jim is a native Delawarean and lives in Newark with his wife and daughter


Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Please note: Greater Washington Association of Financial Professionals is no longer registered with the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding CPE may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN37219-2417. Website:


Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled. Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.

Complaints should be directed to the Education Committee at; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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