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2011 Speakers

The RDC Summit 2011 has concluded.

 

An impressive list* of industry-leaders, subject-matter experts and industry pioneers are shared their extensive knowledge at the RDC Summit 2011.

*this list is not all-inclusive and is continuously updated

 

We are honored to have had the following individuals join us as Speakers this year:

 

   

KEYNOTE SPEAKER

   

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Arkady Fridman

PayPal, Inc.

Business Development, Global Strategy

Arkady Fridman leads business development efforts for Financial Innovations, PayPal Global Strategy. In this role, he is responsible for deploying next generation product initiatives through co-innovation with participants in the banking-ecosystem. After nearly 12 years with the firm, Arkady has extensive experience in holistic design of global payment systems and defining design standards.

   

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RDC SUMMIT 2011 SPEAKERS

   

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Trisha Allen

Gray Television, Inc

Director of Broadcast Accounting

In March 2006 Trisha Allen joined Gray Television, Inc. as the Director of Broadcast Accounting. In this role, Trisha was instrumental in developing the Shared Services Division and currently oversees its operation. The Shared Services group provides all financial services for Gray’s thirty two television stations.

   

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Toby Asplin

First National Bank of Omaha

Strategic Partnership Officer

Toby Asplin is the Strategic Partnership Officer at First National Bank of Omaha. Mr. Asplin leads the bank’s initiative to establish long-standing relationships with other financial institutions leveraging FNBO's innovative solutions and superior service. Mr. Asplin is a graduate of the University of Nebraska with more than 25 years’  experience in technology, payments and management consulting.

   

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Vijay Balakrishnan

StratEx LLC

President

Vijay is president of StratEx LLC, a provider of business strategy consulting services to technology companies and financial institutions. Service focus areas include company and product positioning, go-to-market strategy, business process improvement, and mergers & acquisitions. Over the last 30 years, Vijay has held senior positions at Deluxe, Equifax, Alogent, Metavante and VSoft.

   

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Denis Bergeron

NCR

Director, Product Management Payment Solutions

Denis Bergeron leads a team responsible for the definition, development and deployment of payment technologies for the financial services industry worldwide. During his 23 years at NCR, Bergeron has been responsible for guiding the product evolution from paper to image and more recently image to full image exchange within North America and throughout the rest of the world.

   

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Matthew Bowen

FIS

Senior Vice President & General Manager

Matt is Senior Vice President & General Manager of FIS’ Check & Document Imaging Solutions Division, which includes the company’s market-leading item processing and remittance processing solutions, as well as its distributed capture technologies for branch, teller, remote deposit and document capture. 

   

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Dean Bui

Union Bank

Vice President and Senior Product Manager

Mr. Bui is a VP and Senior Product Manager at Union Bank responsible for Remote Deposit Services, Image Cash Letter, and Check Deposits.  Previously, Mr. Bui was a VP and Product Manager for Manufacturer’s Bank responsible for the development and marketing of cash management services. He has over 10 years of experience developing deposit and treasury management services, product marketing and sales.

   

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Chris Chaten

JPMorgan Chase & Co.

Vice President, Product Management

Chris Chaten is Vice President and Product Manager overseeing JPMorgan Chase's remote deposit capture business. Prior to his current role, Chris held a number of positions in internet strategy, product delivery, and payment operations. Chris graduated from Denison University with a B.A. in Political Science.

   

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Mike Corbera

Revo Payments

CEO

Mr. Corbera is currently CEO at Revo Payments, a provider of cloud-based ePayments software for key vertical markets, including: property management, academic, non-profit, and B2B industries. Mr. Corbera is a graduate of Harvard Business School and Vanderbilt Law School. He has published several papers on law, policy, and business and is a frequent speaker at technology and business events.

   

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James B. DeBello

Mitek Systems

Chief Executive Officer, Chief Financial Officer

Mr. DeBello was named President and CEO in 2003, and has served as a director since 1994. Prior to Mitek, he served as CEO of AsiaCorp Communications from 2001 to 2003, as Venture CEO of IdeaEdge Ventures from 2000 to 2001, as President and COO of CollegeClub.com, as COO of Wireless Knowledge, a joint venture between Qualcomm and Microsoft, and as VP and GM of Qualcomm's Eudora Internet Division.

   

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Drew Edwards

Chexar Networks, Inc.

Chief Executive Officer

Drew W. Edwards has served as chief executive officer since founding Chexar Networks, Incorporated (formerly El Banco Financial Corporation) in 2001. From 1995 until 1999, Mr. Edwards founded and served as chief executive officer and chairman of the board of directors of Towne Services, Inc., a publicly traded e-commerce company providing solutions for over 1,000 banks nationally.

   

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Brian Egan

Federal Reserve Bank of Atlanta

Senior Vice President, Operations and Customer Service

Brian Egan is a senior vice president in the Federal Reserve System's Retail Payment Office (RPO).He is responsible for RPO operations and customer service. He joined the RPO in November 2002 and has been actively involved in the development of the Federal Reserve's Check 21 product suite as well as Check 21 customer implementation efforts. He is also actively involved in the Federal Reserve's industry outreach efforts. Most recently he was responsible for the Federal Reserve's Check Relay Transportation Network.

   

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Jerry Federico

Jack Henry & Associates, Inc.

National Product Sales Director


An experienced speaker and presenter, Jerry is the Natl Product Mgr for ProfitStars. Before joining ProfitStars, he was the founder of an electronic payment company in Waco. Jack Henry & Assoc purchased the electronic payment solutions developed by that company in 2004. He has an extensive background in sales & marketing and has been a leader in the eletronic payments industry for nearly 20 years.

   

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Cherie Fuzzell

FirstView, LLC

President & CEO

Cherie Fuzzell has served as President and CEO of FirstView since May, 2008. Prior to joining FirstView, Ms. Fuzzell served for 6 1/2 years with NOVA Information Systems, Inc. (now Elavon), most recently as Chief Administrative Officer and General Counsel with global responsibility for the legal, human resources, facilities and training functions.

   

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Mary Gilmeister

WACHA

President

Currently Mary is the President of WACHA (The Premier Payments Resource) and an Accredited ACH Professional. Mary has been President of WACHA for 18 years. Mary has 18 years of experience in the Financial Industry. She has worked as a branch manager, cash management officer and manager of operations deposit and loans and training coordinator.

   

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Sam Golbach

Wausau Financial Systems

Vice President - Solution Management

Sam Golbach is a Vice President of Solution Management for WAUSAU Financial Systems. Sam is responsible for managing Wausau’s remote capture, back office check processing and integrated receivables hub solutions. Sam has 14 years of experience in the payment processing industry.

   

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Matt Hamilton

Clear Payments, Inc.

President

Matt has over seventeen years of experience in healthcare, banking and oil and gas mergers and acquisitions, large corporate commercial banking and wealth management. Prior to co-founding Clear Payments, Matt was with Deloitte & Touche, HCA, First American National Bank, AmSouth Bank and Fifth Third National Bank. Matt holds his Masters of Accountancy and is a CPA.

   

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Kevin Han

Panini North America

Vice President Sales- Enterprise

Kevin has 20 years of leadership experience in the high technology sector with a focus on payments. He is responsible for ensuring the success of enterprise end users of Panini North America's distributed check capture technologies and in generating demand in the marketplace for solutions sold by Panini North America and its many partners to enterprises.

   

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Bob Hedges

AlixPartners, LLP

Managing Director

Bob Hedges is a Managing Director at AlixPartners (formerly Mercatus). Recent client work has focused on consumer financial decision making and the role of new delivery technologies. His firm’s consumer research on mobile has provided breakthrough insights and benchmarks to industry leaders. He earned his MBA from the Sloan School of Management at MIT, undergraduate degree from Dartmouth College.

   

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Heather Holliway

Synovus

Treasury Services Product Manager

Heather Holliway guided Synovus - a $28 billion holding company - into remote deposit capture in 2005, and has continued to lead the company's management and growth of the service to a growing base of more than 4,300 users. Her responsibilities include implementation of new services and upgrades, product support, policy development, and contract administration.

   

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Fred Laing, II, AAP, CCM

UMACHA

President

Fred is the President of the Upper Midwest Automated Clearing House Assoc., or UMACHA. Of the 17 regional payments Associations UMACHA is one of the largest by volume, geography and number of members. Fred is a current member of the NACHA Board of Directors and is the Chairman of the Internet Council. He's an accredited ACH Professional and a Certified Cash Manager.

   

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Victoria Lant

Fiserv

Product Marketing Director

Victoria Lant is the Product Marketing Director for Item Processing and Remittance Solutions at Fiserv. A professional engineer with a masters degree in technology marketing and over 25 years experience in the Financial Industry, Victoria has most recently been focused on marketing Source Capture Solutions for anywhere, anytime check deposits across Fiserv.

   

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John Leekley

RemoteDepositCapture.com

Founder & CEO

John has over 20 years banking experience, the majority of which focused specifically upon Payments product management, strategy and development. Prior to starting RemoteDepositCapture.com, John held positions at HSBC Bank USA, Deutsche Bank, PriceWaterhouseCoopers Consulting, and has conducted independent consulting engagements for numerous Financial Institutions. Since founding RemoteDepositCapture.com, John has been a featured speaker at numerous industry & user conferences, annual meetings and industry gatherings. John is a primary resource to, and has been a featured speaker with the Federal Reserve, FFIEC, FDIC, US Treasury, Office of Thrift Supervision and the National Credit Union Administration. John was a key resource to the FFIEC and assisted in the development of the FFIEC’s RDC Risk Management Guidelines and trained over 1,200 auditors. John continues to be involved in a similar capacity with other governmental agencies.  John holds an MBA in Entrepreneurship and Finance from New York University’s Stern School of Business.

   

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Kevin G. May, CSRP, CPCU

Recclaim Software Solutions, LLC

Founder and CEO

Kevin is the Founder and CEO of Recclaim Software Solutions and Acclaim Resource Partners. Both organizations specialize in analyzing and creating solutions to maximize revenue and reduce expenses of every day processes and procedures. Kevin also serves in the capacity of a Board Member and Treasurer of the National Association of Subrogation Professionals.

   

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Ed McLaughlin

RemoteDepositCapture.com

Executive Director

Ed has over 25 years executive level experience in software and imaging technology companies. He has held leadership positions where he was responsible for developing business requirements, definition of the technology and product development. Prior to joining RemoteDepositCapture.com Ed was with NetDeposit, an early pioneer in remote deposit capture. Ed joined NetDeposit in 2002 and has been involved in Remote Deposit Capture and Payments since then working with a number of the largest banks in planning; implementing and rolling out remote capture systems. Ed has extensive expertise in the areas of Check 21, ACH (ARC/BOC), risk management and other imaging based applications.

   

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Bob Meara

Celent

Sr. Analyst

Bob Meara is a senior analyst in Celent's banking group. Mr. Meara’s research focuses on the branch and ATM delivery channels, check and remittance processing and cash automation technologies.

   

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Phyllis Meyerson

ECCHO

Executive Vice President

With ECCHO since 1991, Phyllis specializes in payment systems and image exchange. She is actively involved with Check 21, chairs the X9AB work group developing standards for image exchange and serves on NACHA’s ECC’s. Phyllis has been involved in ACH since the 1970’s. Her previous experience includes: FiServ, Bank of America and JP Morgan Chase. Phyllis holds MBA, MS and BS degrees as well as permanent CCM and AAP.

   

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Susan Milberger

First Data

VP Commercial Payments

Susan Milberger is a VP at First Data focused on Commercial Services Product Management.  Sue has 37 years of experience in bank operations, lockbox processing, wire transfer, check processing and cash management. She has led large automation and acquisition initiatives.

   

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Mark M. Moroz

Sallie Mae

Sr. Director- Retail Banking Acquisitions and Product Development

Mark has more than 13 years of financial services experience with a focus on retail banking and credit card product and operations. Prior to his role at Sallie Mae, Mark helped create, launch and market ING DIRECT’s online checking account product suite.

   

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Michael J. Murphy

RDM Corporation

Vice President of Marketing & Product Management

Mike Murphy is currently Vice President of Marketing & Product Management and is a member of the senior executive team at RDM Corporation. His prior experience includes increasingly senior roles at Fortune-100 consumer packaged goods companies Procter & Gamble, RJR/Nabisco and Mobil Oil. Mr. Murphy has over 25 years of sales and marketing experience.  

   

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Mary O'Rourke

Randolph-Brooks Federal Credit Union

VP Electronic Services, Chief Project Officer

Mary has been employed at Randolph-Brooks FCU since July 2007. She has over 26 years of credit union experience.

   

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Samuel T. Olson

ZIONS BANK

VP & Director of Sales Treasury Management

Sam is the Director of Sales for Treasury Management at Zions Bank. He has responsibility for all sales initiatives, sales personnel, and strategic direction of Treasury Management. He also sits on the steering committee for Treasury Management at the Bancorp making key decisions related to product and deployment strategy.

   

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David Peterson

i7strategies

Chief Strategic Officer

David Peterson is Chief Strategic Officer of i7strategies, an independent consulting firm focused on strategic planning and implementation support for electronic payment initiatives. David is the original founder of Goldleaf Technologies, a leading provider of electronic payments software and serves as Chairman of the board of GACHA.

   

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Bill Phillips

ProfitStars

Group President Enterprise Payment Solutions

Bill Phillips is the group president for ProfitStars’ Enterprise Payment Solutions (EPS). His responsibilities include product direction, R&D, client services and operations. Bill combines his expertise in payments, compliance, marketplace intelligence and product management to drive strategy, growth and innovation for EPS. He has over 30 years of experience in the financial services arena.

   

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Tony Rasmussen

Mountain America Credit Union

SVP eServices

Tony has over 20 years of experience in financial services and joined MACU in 1993. Prior to becoming the SVP eServices at MACU, Tony held several operational and managerial positions in accounting, training, call center and Information Systems.  His current responsibilities include Internet and mobile banking, ePayments, ATM and card services, call center, research/processing, and deposit operations.

   

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Jon Reneslacis

VSoft Corporation

Director, Solutions Engineering

Jon manages Sales Support and Marketing for VSoft. He worked previously for Fifth Third Bank, Central Carolina Bank, and Wachovia Bank in Treasury Product, leading teams focused on Receivables Solutions. He maintains designations as an Accredited ACH Professional (AAP), Certified Treasury Professional (CTP), and Project Management Professional (PMP). Jon has a math degree from St Andrews in NC.

   

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Carl Shishmanian              

JPMorgan Chase              

Executive Director           

Mr. Shishmanian is the Executive Director for JPMorgan Treasury Services, Deposit Service Product and is accountable for product planning, profitability and execution. His responsibilities include marketing, product line growth and product strategy. Carl is a 25-year veteran of the payments industry with extensive experience in product management, operations and sales.

   

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Luz Lopez Urrutia

El Banco de Nuestra Comunidad

President

Luz L. Urrutia has served as President for El Banco de Nuestra Comunidad, a division of Community & Southern Bank since 2003. Luz serves on the Boards of CFSI and Worthwhile Ventures. In 2007-09, Luz served on the Board of the Consumer Advisory Council of the Federal Reserve Bank. In 2006, Luz was “The Community Banker of the Year” by the American Banker. Luz is a native of Caracas, Venezuela.

   

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Steven Vaglio

EastPay, Inc.

Senior Vice President - Payments & Marketing

Steve Vaglio has almost 30 years of financial industry experience. His background includes internal audit, operations, technology, and product management. Today, he is Senior Vice President of Payments and Marketing in EastPay, which includes support in areas such as strategic assessment, project management, product consulting, product management, and marketing.

   

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RDC Summit Production Partner

Professional Development Group