FIELD GUIDE ENTERPRISES, LLC
11:00am – 11:15am — Welcome and Introduction
Mark Dunn hosts the Field Guide Seminar. Mr. Dunn is President of Field Guide Enterprises, LLC, a private consulting company in the ISO space. He has been in electronic payments for more than 30 years.
In 2009 he created the very first independent online sales training course for new salespeople in the merchant bankcard industry. He is active every month in providing in-person and online training for ISO sales reps/agents and for bank staff in agent bank programs.
He is co-founder and past president of the Midwest Acquirers Association. He currently serves as treasurer for the MWAA.
PRIORITY PAYMENT SYSTEMS
11:15am – 12:00pm — Does it Pay To Become A PayFac?
Garima is an award-winning and highly talented sales executive with more than 10 years of experience in the payment processing and banking industry. As Direct Connect’s Chief Business Development Officer, Garima leads both the Independent Sales Organization (ISO) channel development and key strategic acquisitions. Prior to assuming leadership responsibilities at Direct Connect, Shah held executive positions with eMerchantPay and before that at Century Payments.
Garima received her undergraduate degree from Boston University and her MBA from Rollins College – Crummer Graduate School of Business.
GARY KIELICH, PRESIDENT AND CO-FOUNDER
SYSTEMS TECHNOLOGY GROUP, INC (STG)
12:45pm – 1:30pm — POS: Merchant Adhesion Through Critical Data
Gary Kielich is president and co-founder of Systems Technology Group, Inc (STG). Mr. Kielich has more than 39 years in the point-of-sale (POS) industry and has sold and installed POS systems to chain retailers, professional sports franchises and restaurants. His company is an NCR Reseller and has also placed POS systems by Aloha, Retail Pro and Linga POS. STG has been a registered ISO processing through First Data for three years. Mr. Kielich holds an MBA from Canisius College.
STG is a point of sale and processing ISO. We have learned the value of supporting all aspects of the payment process including PCI-PADSS, EMV, WEB, Kiosk and fixed Terminals. Our full service solutions are focused on the Hospitality and Specialty Retail space. STG specializes in Table and Quick service customers, Stadiums, Arenas and multi-unit retailers.”
FINANCIAL RECOVERY STRATEGIES
1:30pm – 2:15pm — Payment Card Settlement: Providing Value To Your Merchants
Harris Love joined the FRS team at the beginning of 2018 after working hand-in-hand with FRS for four years as a member of one of FRS’s top channel partners. As FRS’s Executive Vice President of Revenue, Mr. Love brings a wide range of knowledge through his experience in commercial litigation, sales, executive management and procurement. His focus is working with the FRS sales and marketing teams to assure that FRS is enhancing the recovery opportunities of all FRS clients. Mr. Love also works with FRS’s operations team to maximize results in its day-to-day work with FRS’s relationships.
2:15pm – 3:00pm — Surcharging: Issues, Rules and Implementation
Jill Miller is Partner at Varnum LLP. Ms. Miller has counseled companies in the electronic payment card processing industry on contractual and regulatory matters for 14 years. Her clients include independent sales organizations, payment facilitators, card brands, financial institutions, gateways and software providers. Ms. Miller has significant experience drafting contracts and keeping clients apprised of legal and regulatory developments, including compliance with major card vendor rules, licensed lender laws, unclaimed property laws and other laws affecting the payments industry.
2:15pm – 3:00pm — Surcharging: Issues, Rules and Implementation
Michelle Geraci has achieved twenty years experience in the payment processing industry in relationship management and sales. Ms. Geraci has worked with many different payment professionals over the years which has allowed her to become knowledgeable in many different facets of the industry. She has a passion for helping partners to become more successful in their businesses, bringing her experience in cash discount and surcharging to grow and maximize their portfolios.
Ms. Geraci is currently VP of Sales with Transaction Services and works out of her home office in Chicago, where she resides with her three children.
Jordan McKee is a Research Director for Customer Experience & Commerce, and also leads 451 Research’s coverage of the payments ecosystem. He focuses on digital transformation across the commerce value chain, with an emphasis on the major trends impacting payment networks, issuing and acquiring banks, payment processors and point-of-sale providers. His research helps vendors and enterprises assess the key implications of emerging technologies driving the digitization of the end-to-end shopping journey.
Jordan joined 451 Research with the company’s acquisition of mobility research firm Yankee Group in 2013. Before joining 451 Research, he worked at OnProcess Technology, helping telecom and financial services businesses improve their customer experience and service supply chain strategies. Prior to this, he was a member of FM Global’s internal market research unit, analyzing trends in the insurance sector.
Jordan is listed on the Electronic Transactions Association’s Forty Under 40 list for 2018. He is frequently engaged by the media to share his insights on the payments ecosystem and has been quoted in the Wall Street Journal, New York Times, Forbes, TIME, Businessweek and The Financial Times. He has also appeared on radio and television interviews with the Associated Press and CBS. McKee is a regular speaker at client and industry events, delivering keynotes and moderating panels at SXSW, Money20/20, Interop and ETA TRANSACT. Additionally, Jordan is a judge for the GSMA’s Global Mobile Awards.
Jordan holds a bachelor’s degree with a concentration in marketing from Bryant University.
Hear Retail, non-profit and education merchants describe why they integrated consumer payments and how it transformed their business models by streamlining AP/AR
MODERATOR: MARY WININGHAM, FOUNDER
As founder MirrorConsulting, Mary Winingham is a 25 year industry veteran with hands-on experience in sales, marketing, client retention and product.
Ms. Winingham has been afforded the opportunity to work with some great companies in the Acquiring space. Tsys, Fifth Third Bank (now Vantiv) USB and First Data.
Ms. Winingham is also a board member and a past President of MWAA.
PANEL OF MERCHANTS:
Sean Payne, General Manager, Clearwater Outdoor
Stacey Syverson, Owner, Cashmere Compass
Brad Cripe, Executive Director, Holiday Home Camp
These companies on the front lines of integration discuss the how and why, the impact on ROI, and best practice recommendations for seamless integration of payments.
MODERATOR: KATIE ROBINSON, VP, GM OF PAYMENT SOLUTIONS
iSTREAM FINANCIAL SERVICES
Katie Robinson has been in the payments and financial services space for the past 24 years. Katie serves as the VP, GM of Payment Solutions for iStream Financial Services. Katie began her career working at Universal Payment Processing and served in several progressive roles from customer service, relationship management, sales, HR training and as the Manager of the ISO sales channel. When Universal Payment Processing was acquired by Fifth Third Bancorp, Katie then worked as the AVP of ISO Sales and support of that channel.
As her career progressed, her entrepreneurial spirit took her down the path of establishing a consulting company focused on payment processing. Katie joined iStream as a consultant in 2004, becoming a full time employee in 2005. Katie’s knowledge and experience of electronic payments, remote deposit capture, ACH processing, merchant services, payment gateways and integrations has positioned Katie as a subject matter expert and a critical component to the development of new business and relationships at iStream. Katie graduated from Marquette University with BA in Communications and Rhetorical Studies.
JAKE WEST, DIRECTOR
Jake West is the North American Payments Director for Vend, a cloud based retail point of sale and inventory management system running in over 25,000 stores around the world. With over a decade of experience in the payments industry, Jake’s role is to connect Vend to the payment community – to make sure partner programs drive value and growth for payment companies, their distribution networks and retail merchants. Before Vend, Jake lead the Mercury Payments Business Development team, focused on building the companies partner network. When Mercury was acquired by Vantiv in 2014, Jake went on to lead Business Development for Vantiv Integrated Payments, specifically leading the PayFac and ISV line of Business. Jake joined Vend in June of 2018 and is based in Durango, CO.
MARK WARD, CFO
Mark is the CFO of OneCause, a pioneer in providing fundraising technology solutions to nonprofit organizations of all sizes. OneCause’s SaaS platform solution integrates transaction processing and services to help organizations raise more money for their causes through the effective use of innovative technology. Organizations will raise over a half a billion dollars this year through the OneCause platform.
Mark has more than 25 years of experience with high-growth Internet, software and service businesses, where he provided the financial, strategic and operating leadership to scale growth and boost enterprise value. Mark has also spent time as a corporate VC and is an angel investor. He previously held executive positions at VacayHome Connect, Monster Worldwide and Ameritech Ventures. Mark holds a BA in accounting from the University of Notre Dame and an MBA from Northwestern University’s Kellogg School of Management.
MARK PASSIFONE, VP OF PARTNER SALES
Mark has 20 years of experience in integrated payments, PCI compliance and information technology. As Clearent’s VP of Partner Sales, he oversees the company’s indirect channels, which include ISO and ISV relationships. His team works closely with partners to determine the best way they can leverage Clearent’s integrated solutions to grow their business. Before joining the Clearent team, Mark was SVP, Enterprise Sales at CardConnect and also previously served as the President of Intrix Technology. Inc.
Three different viewpoints on dealing with todays challenges while looking toward tomorrow: a payment entrepreneur; an Industry insider and HR specialist discuss how you survive and thrive in this fast-paced industry.
SCOTT TALBOTT, SVP OF GOVERNMENT AFFAIRS
ELECTRONIC TRANSACTION ASSOCIATION
Scott Talbott is Senior Vice President of Government Affairs at the Electronic Transactions Association (ETA) in Washington, D.C. and is responsible for its governmental strategies, and directing ETA’s all of policy and advocacy efforts. Talbott has over twenty years of experience advocating for the financial services and FinTech industries. He has received numerous accolades in his tenure, including being named a top lobbyist by The Hill in from 2009 to 2017 as well as a “winner” for his work during the economic collapse of 2008 by Washingtonian magazine. In 2010, he appeared in the Oscar-winning film “Inside Job.” Once named NPR’s favorite bank lobbyist and the voice of the financial services industry, he frequently testifies before Congress and is a regular contributor to both national and international media. Talbott received his B.A. from Georgetown University, cum laude, and his J.D. from George Mason University School of Law.