Earn 16.4 CTP Recertification Credits. Three Days. One Conference.

The 2026 PaymentsEd Annual Forum has been approved by the Association for Financial Professionals (AFP) for up to 16.4 CTP/CCM recertification credits, at the rate of one credit for every 50 minutes of qualified attendance.

For Certified Treasury Professionals seeking to maintain their credential, this is one of the most efficient ways to earn credits while gaining practical, practitioner-level education on payments, fraud, treasury operations, and emerging commerce technology.

What Sessions Qualify

Nearly every session across all three days qualifies for CTP credits. Here’s the full breakdown by day:

Monday, July 27 (7.8 credits available)

9:00 AM – 9:50 AM (1 credit each):

• Stablecoins in the Modern Payment Ecosystem
• Fraud Fundamentals
• Payment Fundamentals
• Breaking Down the Cost of Payment Acceptance

10:00 AM – 10:50 AM (1 credit each):

• Stablecoins in the Modern Payment Ecosystem
• Fraud Fundamentals
• Payments Fundamentals
• Breaking Down the Cost of Payment Acceptance

11:00 AM – 12:00 PM (1.2 credits):

• Power Hour Topics: Tokenization, Recurring, Orchestration, Crypto, Chargebacks

1:15 PM – 1:45 PM (0.6 credits):

• From Data Silos to Decisions: The Role of Payments Data Exchange in Optimization

1:45 PM – 2:15 PM (0.6 credits):

• Ethoca Fireside Chat: Key Trends for Chargebacks, Dispute Deflection and Transforming the Post-Purchase Experience

2:30 PM – 3:15 PM (0.9 credits each):

• Exclusive Insights: How Agentic Commerce Is Reshaping Merchant Strategies
• Making Payments Data Actionable: Using Data Ownership to See Beyond Dashboards
• The Art of Selective Friction in Modern Checkout

3:30 PM – 4:00 PM (0.6 credits):

• BIC: Innovations in Dunning Strategy

4:00 PM – 4:45 PM (0.9 credits each):

• Merchant Only Round Table: Tokenization
• Cost: Why You Want to Track It at the Transaction Level
• The Rise of the AI Shopper: How Agentic Commerce Will Redefine Your Payments Funnel
• VAMP: One Year Later

Tuesday, July 28 (6.9 credits available)

9:00 AM – 10:00 AM (1.2 credits):

• The Board Weighs In: Hear What Industry Leaders Really Think About the Latest Hot Industry Topics

10:30 AM – 11:15 AM (0.9 credits each):

• Fireside Chat: Visa
• AI Accountability: A Frank Conversation on Data Custody and Security in the Age of Agentic Commerce
• Beyond the Checklist: Winning Disputes with Smart, Data-Driven Evidence
• Customer Context Converts: Boosting Retention and Revenue with Metadata

12:00 PM – 12:45 PM (0.6 credits each):

• APMs in Disguise: What New-Generation BINs Mean for Merchant Performance
• Merchant Only: AI and Operations
• We’re From Legal and We’re Here to Help
• Why Accept Mobile Driver’s License Now? Digital Customer Servicing

1:30 PM – 2:15 PM (0.9 credits each):

• Fireside Chat: American Express
• Auth Rates, Cost, and Competition: What’s Really Happening in the World of Debit Cards?
• From Retry Logic to Real-Time Intelligence: AI in Payment Recovery
• Beyond Transactions: The Strategic Partnership Between Treasury and Payments

2:30 PM – 3:00 PM (0.6 credits):

• You Can Get With This or You Can Get With That: A/B Testing Payment Providers

3:00 PM – 3:30 PM (0.6 credits):

• Combating Return Fraud: How Merchants Are Using New Data Inputs to Modernize Return Strategies

3:45 PM – 4:30 PM (0.9 credits each):

• Omnichannel Unfiltered
• Selling Payments Internally
• 5 Mistakes to Avoid When You Start Selling Globally
• Leading the CX Revolution: What Merchants Need to Know About Payments Innovation

4:45 PM – 5:15 PM (0.6 credits):

• Preparing Your Payments Stack for Agent Commerce: What Merchants Need to Know Now

Wednesday, July 29 (3.3 credits available)

8:45 AM – 9:15 AM (0.6 credits):

• Summer 2026 Economic and Market Outlook: (I Can’t Get No) Satisfaction

9:30 AM – 10:15 AM (0.9 credits each):

• Fireside Chat: Mastercard
• Building a Payment Optimization Roadmap: Quick Wins to 90-Day ROI
• How Banks Decide Which Payments Get Approved: The Signals, Thresholds, and Data Gaps That Cost You Revenue
• The Never-Ending Story: How to Make PCI Compliance an Ongoing Success

10:30 AM – 11:00 AM (0.6 credits):

• Redundancy: Failsafe at Launch

11:00 AM – 11:30 AM (0.6 credits):

• Building Across Asia: What Actually Works in Payments

11:30 AM – 12:00 PM (0.6 credits):

• The Hidden Economics of Involuntary Churn: Declines, Retries, and Customer Loss in Subscription Commerce

Topics Covered

This year’s agenda spans the full spectrum of payments and treasury operations:

• Payment optimization and orchestration
• Fraud prevention and risk strategy
• Treasury and payments collaboration
• AI and emerging commerce technologies
• Global payments and network trends
• Operational best practices and data strategy

How Credits Work

CTPs and CCMs earn one credit for every 50 minutes of qualified cash/treasury or finance-related continuing education. Credits are based on actual attendance. At the end of the recertification cycle, report your credits directly to AFP via the online Recertification Resource Center.

Retain documentation of attendance for two years after the end of your cycle in case of an audit.

Sessions That Do Not Qualify

Per AFP guidelines, the following session types are not eligible for CTP/CCM credits:

• Sessions specific to organizational products and/or sales
• Fundamental or introductory courses in finance or cash/treasury management
• Career development sessions not specific to finance or cash/treasury management
• Business development sessions not specific to finance or cash/treasury management
• CTP exam preparation sessions

Event Details

2026 PaymentsEd Annual Forum
July 27-29, 2026
The Westin Boston Seaport District
425 Summer Street, Boston, Massachusetts

Approved for up to 16.4 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

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If maintaining your CTP credential is a priority, the PaymentsEd Forum gives you three days of qualified education alongside the practitioners who are shaping payments strategy across the industry. Registration is open.