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.
Peter Davey, VP Payment Innovation with TCH will provide an update from his on Real-Time Payments and progress to date with TCH since he introduced TCH real time payments in July 2017.
Peter Davey leads payment innovation at The Clearing House where he is responsible for working with financial institutions and partners to foster new and innovative concepts that propel the payment industry forward. He has a deep understanding of the payments industry, including rules and regulations around all payments networks, payments systems and technologies, and how these systems work.
Previous to The Clearing House, Peter was the Head of Payment Strategy Innovation & Industry at Capital One Financial Corporation. He provides thought leadership in many payment forums and speaking engagements across the industry and is a featured keynote speaker at many events.
He has a bachelor’s degree in Business Management with a focus in Computer Science from Wheeling Jesuit University and is an Accredited ACH Professional (AAP).
How do community banks use differentiated products, technology and sales processes to drive revenue from payments products? How should we evaluate and redeploy FTEs for the changing customer demands in the digital age?
Join us on February 17 for a discussion led by David Reid from Park Sterling Bank.
David is the Senior Vice President and Director of Marketing, Products and Communication at Park Sterling Bank headquartered in Charlotte, North Carolina since 2013 overseeing marketing strategy of the bank’s retail, treasury management, mortgage, and wealth management lines of business. David previously held several sales management and leadership roles at PNC Bank and its predecessor, RBC Bank over 15 years.
This meeting was rescheduled after we were unable to hold it on 1/19.
Everyday it seems like there is another article out discussing the impact that automation will have. AI, ML, RPA, ICR, and NLP are some of the alphabet soup of acronyms used to describe different types of automation tools on the market, but what do they mean and how will they impact the payments space?
Join us at the next payCLT Meeting on Friday, 1/19 at 9:00 in Packard Place, to discuss.
About the Speaker:
John Petrusick, Manager NTT DATA Services
John is a Manager with NTT DATA Services with over 15 years of domain experience with 11 of that having come in Financial Services and Insurance. Within the firm’s business consulting group, he serves clients from the Technology Advisory practice by educating them on automation trends in the industry along with identifying automation opportunities within business processes and aligning clearly quantified, metric focused business cases to the solutions he crafts with them.
The CFH Hackathon is finally here! Hope everyone is as excited as I am! We have 120 total registrations. 85 of those are PARTICIPANTS!
Parking tonight will be in the parking deck next to the PORTAL building, validated by UNCC. The rest of the weekend you can park anywhere. Directions attached.
Please reach out directly if you have any questions (401) 714-3973. Look forward to seeing you tonight!
Kick-off Reception - Friday 11/3: 6:00-8:00pm
· 6:00-7:00pm: Appetizers & Networking
· 7:00-8:00pm: CFH & TopHack Overview
o Technical Platform Overview & Discussion
o Team Formation
o Problem Statement Release
TopHack - Saturday, Sunday 11/4-5: 10:00am-2:00pm
· 11/4, 10:00-10:30am: Breakfast & Sign-In
· 11/4, 10:30-11:00am: Technical Platform Deep Dive
· 11/4, 11:00am: Start Hacking
· 11/5, 12:00pm: Stop Hacking - Submit Code & Business Plans
· 11/5, 12:00-1:00pm: Code Review (Judges), Lunch (Participants)
· 11/5, 1:00-2:00pm: Team Presentations
Awards Ceremony - Sunday 11/5: 2:00-3:00pm
· TopHack Winners Announced
· Raffle Winners Announced
Peter Olynick will lead a discuss recapping the highlights of the payment industry in 2017 and a look at what lies ahead in the ever changing world of payments.
Peter Olynick, Sr. Practice Lead, Retail Banking
Peter Olynick is the Senior Practice Lead, Retail Banking for NTT DATA Services. An accomplished financial services professional with over 25 years of experience in cards and payments, he has led over 100 initiatives including: platform evaluation, portfolio migration, new product launch, and new feature implementation. Peter is a recognized and sought after contributor and speaker on core transaction processing systems, mobile wallets and payments innovation.
On Friday, November 3, the Charlotte Queen City Fintech companies will present at the payCLT monthly meeting. To learn more about the new ventures, please read the attached press release.
This conversation will include discussion of:
1. API (Now versus Then)
2. APIs – global views and use
3. API Standards Industry Group progress update
4. Considerations for your Developer Portal, OpenAPI and API inventory
Ritesh Kirad is a senior architect at Bank of America with many years of experience leading innovation and transformation in financial services technology. Ritesh joins us on 10/27 to share updates and practical implications on how our industry is evolving to adopt and standardize APIs. Ritesh is an active member of the ASIG – NACHA’s API Standards Industry Group, helping to define standards across the industry to accelerate API use among financial institutions and third parties.
Why does innovation matter? Growth. Revenue. Agility. Speed. Partnerships.
Who owns innovation?
What is your role as an individual and contributor / leader in your organization?
What are the prevailing innovation models - what works and why?
Science projects or profits: there are trade-offs.
Innovation's ripple effect on your organization.
Our Discussion Leaders:
Kristin Wallace, VP Emerging Payments, BB&T
Kristin Wallace, VP Emerging Payments, is the head of Client Purchase Experience at BB&T, a fortune 500 company, which provides a full range of banking, investment, and insurance products and services and operates 2,150 financial centers in 15 states and Washington, D.C.
She leads cross-functional teams to identify and capitalize on opportunities for the enterprise to innovate on the core banking competency of payments to deliver new and valuable services to clients. Prior to BB&T, she held several roles at Bank of America including management of regulatory and legislative issues related to payment card networks.
Kristin earned her bachelor's degree from Washington University in St. Louis, and her MBA from Duke University. She lives in Charlotte with her husband and their "American Dingo." Kristin is on the Executive Committee for PayCLT, is a founding member of the Charlotte Fintech Professional group, and has served as a mentor/coach for start-ups in the QCFintech accelerator program. When she's not boring Wal-Mart cashiers with her EMV/mobile payments knowledge, she leads group fitness classes at local gyms. Follow her on Twitter @KMHWallace.
Greg Lloyd, Director of Payments Practice, Levvel
Greg is a Director of the Payments Practice at Levvel where he is responsible for leading client engagements and building relationships with customers ranging from top-10 banks to payments enablers to start-ups. Prior to Levvel, Greg spent 7 years at Bank of America, most recently leading business-efforts in the launch of Apple Pay, Android Pay, and Samsung Pay. Prior to Bank of America, Greg held a variety of financial services roles at eSpeed / Cantor Fitzgerald and Reuters. Greg holds an M.B.A. from the Darden School at the University of Virginia and a B.S. from the College of William and Mary. He currently resides in Charlotte, NC with his wife and three children. https://www.linkedin.com/in/gregoryjlloyd/
Dave Hunkele, Managing Director, The Norman Group
Dave Hunkele is Managing Director of the Treasury, Payments and Digital Transformation practice at The Norman Group, where he is focused on business development and strategic consulting. Dave works with bank and Fintech leaders to define and execute their growth, innovation and efficiency strategies with emphasis in the areas of digital transformation, customer experience, sales and process efficiency and M&A integration / transition. Prior to joining The Norman Group, Dave held leadership positions at Bottomline Technologies and S1 Corporation and started his career in bank systems and technology. Dave holds a Bachelor's degree in Information Systems and Masters in Management from Robert Morris University. He serves on the Executive Committee of PayCLT. Dave resides in Concord, NC with his wife and three daughters. https://www.linkedin.com/in/davehunkele