Erin Illman and Steve Snyder of Bradley Arant Boult Cummings LLP will present a discussion regarding the European Union and the General Data Protection Regulations.
The Corporate Customer View
The Hartsema Group has been building and facilitating corporate customer strategic advisory groups for six years. In this session, Doug Hartsema will share a selection of the common feedback, ideas and advice from a broad cross-section of corporate customers of financial service providers. Hear what they love and what they hate, what they seek and what they avoid, how they shop and how they buy, what they value and what they disregard – and just for fun, how they actually select their financial services providers.
Doug is the managing partner of The Hartsema Group – a consulting practice focused exclusively on the development and orchestration of strategic customer advisory groups. Each of the five partners in the firm have extensive banking and payments backgrounds and a combined 125 years of experience. Since 2013, The Hartsema Group has worked with more than 25 advisory groups and 485 advisory group members. Doug grew up at the original Wachovia Bank and held various positions in operations, trust and treasury services. He was the head of the Treasury Services Division for several years in the late 90’s. Doug left Wachovia for a short time at a FinTech company, which turned into a role at J.P.Morgan Chase where he ran the Receivables and Information Processing business for almost ten years. He rounded out his banking career at Huntington Bank beginning in 2010 accepting the challenge to put Huntington back on the map of significant cash management banks.
The Future of Banking and Payments:
Come and learn how the banking will look in future, the role of banks and fintech, and the modern "deposit, lending and payment" experiences - start from today and enjoy the journey into the future.
Booshan Rengachari is the founder of SwapsTech - a recognized leader in payments, foreign exchange and trade finance solutions, and fast growing multi-currency core banking, deposits and lending solution provider. Booshan aspires for SwapsTech to take the modern banking experience to the hands of customers and bankers, enabling the cutting edge technologies to bring the financial institutions and its customers closer.
payCLT 1/18/2019: Scott Tivey "Payments Strategy is the New Marketing Strategy: Assisting Merchants in the Frictionless Future.”
Scott Tivey is a serial entrepreneur and payments expert who’s been called “the CEO’s Secret Weapon.” With over 20 years in the Payments industry, Scott’s unique insights stem from his having had experience from the perspective of a merchant, a processor, and a consultant.
Using his proprietary technologies, Scott’s payments optimization firm CNP-Solutions has: created over $2.5 Billion dollars in profitability for merchant clients like Nationwide Insurance, Guthy Renker, and Meredith Publishing; contributed over $100 million dollars to the bottom-line of acquiring banks; and performed RFPs for companies like Fox Entertainment Networks and SONY. CNP-Solutions enjoys over 125 industry partnerships, including 11 of the world’s top acquiring banks. With roots in IT as a systems designer, Scott has contributed to the patents of the continuous service model and it’s card-processing, order management, and fulfillment systems.
Scott is the co-founder CTO/CPO of FinTech Payments Corp. He has had a successful exit to SeaCoast publishing, and sits on the Board of Advisors for Sezzle. Scott lives in Connecticut with his wife and co-founder Michele, and their two children.
PayCLT will host Louis Foreman, CEO of Eventsys. Louis Foreman is a prolific inventor, product developer, innovation enthusiast & small business entrepreneur. In the past 20 years, Louis has created nine successful startups & orchestrated the creation of more than 20 others. In recent years, he’s been called upon by Congress to share his point of view on patent reform & by major media outlets for his insights & commentary on entrepreneurship.
PayCLT 11/16 - The Ethics of AI with Alexandra Villareal O'Rourke, Cole Van Heel, and Patrick Rivenbark
As many new fintechs are starting to emerge, managers have to consider the privacy implications of the customer experience as they consider this new and growing technology. PayCLT will host a panel discussion on the Ethics of Artificial Intelligence in the banking industry, featuring the following experts:
Chaitesh Shah from 3itech will lead discussion on Transforming Payments Systems.
About the speaker:
Jefferson Pike is a forerunner in the field of cyber risk analysis and management. A veteran of the U.S. Navy, he has twenty
years of professional experience leading risk management teams, assessing the information security posture of
organizations and their vendors, and developing business performance standards, policies and procedures. Throughout
Jefferson’s career, he has held multiple leadership positions, including IT Senior Lead Auditor for Wells Fargo, Manager of
IT Risk Management for Spectrum, Cybersecurity Risk Analyst, NOC Manager for BellSouth Telecommunications,
and Enlisted Surface Warfare Specialist in the U. S. Navy.
In his role as Director of Cyber Risk and Compliance for Fortalice Solutions, Jefferson leads the Commercial Risk Team, and applies his skill set and knowledge to delivering solutions and services to clients. His Fortalice duties include performing cyber risk
assessments to determine the security posture of organizations; assisting client’s technical and non-technical staff in implementing or optimizing new cybersecurity capabilities such as vulnerability management, incident response, and governance
programs or initiatives; developing custom risk frameworks, policies and procedures; performing cost/benefit analysis and providing clear recommendations based on the specific client environment; and leading a team of junior analysts in the completion
and delivery of client solutions. Jefferson earned his Bachelor of Science Degree in Management from Montreat
College, and graduated from the University of Maryland University College with his Master of Science in Cybersecurity, as well as an MBA.
About the Speaker:
Red Maxwell is an experienced marketing executive with over 25 years experience in brand building. After serving on the Board of Directors of AvidXchange, he moved to his current operational role as Chief Marketing Officer of the Charlotte financial technology company.
Prior to AvidXchange, Red has served as the Chief Marketing Officer for the SilkRoad Equity family of companies, which include InterAct Public Safety Systems, SilkRoad technology, SolidSpace, TrueLook, and MissionMode.
As President and founder of two branding agencies, Red developed major brand introductions and web sites for Hanes, Duke Energy, Sara Lee, Wrangler jeans, Clear Channel, McGraw-Hill Education and Tiffany & co.
Red started his career in the NY fashion industry where he built the advertising design department at Polo Ralph Lauren.
Charlotte Queen City Fintech companies will present at the payCLT monthly meeting. To learn more about the new ventures, please see the QC FinTech website.