TechMecca2010

Check out this video that IBT submitted for the 2010 Tech Mecca video contest.

Check out this interview with Lee Wetherington as a sneak preview for what is to come at the 2010 Tech Mecca Conference!

Reach, service and value are what make PULSE the debit network choice.  With this video we are showing our rock star colors!

Becky is responsible for designing organizational and leadership development programs at UFCU and ensuring execution of effective talent management systems to support strategic business objectives. Becky’s career includes over 25 years in business, human resources, and organizational design & development. Her background has spanned several industries including both a domestic and international focus in the software/high tech and energy industries, and a domestic focus in health promotion and financial services. She holds a bachelor’s degree from University of Louisiana.

During the conference, Becky will be heading a session entitled Values-Based Leadership in Times of Crisis & Challenge.

Jack McDonald has been a school teacher, coach, educational sales representative and an executive manager in several small businesses, and has been servicing the community financial services industry since 1994, elping to start and grow 3 different companies while providing solutions in technology to community banks and credit unions.

1994-1997: Regency Voice Systems (IVR). Grew from start-up technology company to serving over 1000 financial institutions in under 3 years. Vice President of Sales and Marketing.

1997-2000: QUP Systems (Internet Banking, Cash Management, VRU). Grew from start-up technology company to servicing over 500 financial institutions in 3 years. Founder (one of 5), Sales Representative, Mentor.

2000-2005: S1 Corporation – acquired QUP Systems and Regency Voice Systems. Led sales and customer retention group for community bank customers.

2005-2007: FundsXpress (Internet Banking, Cash Management, Mobile Services). Senior Account Representative. Converted or added over 75 Community Financial Institutions to FX products.

2007-Present: First Data Financial Services – acquired FundsXpress. Senior Account Representative for FundsXpress Platform in the First Data Family of community financial solutions.

At the conference, Jack will be leading a session entitled Attracting and Retaining Generation Y Business.

Terrie Cloud has more than twenty years experience in managing, consulting and developing technology in areas of financial services, brokerage, and banking. His experience includes: project management, technology planning and implementation, strategic planning, regulatory compliance, technology consulting, networking design and implementation, database design and development, telecommunications, application design and development, and training.

Terrie is presently Product Manager and Director of Solutions Consulting for Cardinal Software, a CBG Holdings, Inc. company. He works with banks in designing solution sets and providing consulting services as well as overseeing all project management and implementation engagements. Additionally, he works in an advisory role with Cardinal Software’s sales, marketing, conversion and development teams. Terrie also manages the product roadmap for all products and services for Cardinal Software. Cardinal Software is a complete turn-key core accounting solution suite including: core banking; teller, new accounts and loan platform; on-line banking; telephone banking; mobile banking; Check 21 and POD solutions; document imaging; network services; and, consulting services for community banks across the United States.

Terrie is a graduate of St. Andrews Presbyterian College with a Bachelor of Science degree in Psychology and a minor in Mathematics. In his spare time, Terrie is an avid scuba-diver and also enjoys spending time with his wife and Boxer-mix dog, boating, fishing, reading, camping, gardening and working with various church and men’s’ ministries in Charlotte, North Carolina.

During the conference, Terrie will be leading a session on Remote Deposit Capture: Risk Assessment, Controls & Policy.

As a Customer Loyalty Consultant at Deluxe, Terry is trained in loyalty and experience methodology and has practical experience turning customer experience concepts into reality. He takes great pride in serving as your guide as you explore the critical issue of customer loyalty.

Having 5 years experience in various strategic roles with Deluxe and 15 years previous Financial Services experience, Terry can quickly define consumer expectations and identify areas for improvement in loyalty and experience.

Terry has a BA in Finance from the University of Wisconsin and resides with his wife Kathy of 26 years in Double Oak Texas.

At the conference Terry will be leading a session entitled How to Make “WOW” Customer Experiences Each and Every Day.

The ACH payments/disbursements world changes every year. New technologies are introduced and different parties become involved in the process. Many times, an institution's risk management process does not fully analyze ACH risk. Real-life examples presented by the panel in case studies include: the management of BSA/AML risks for typical and forward-looking payment systems; international ACH transactions; fraud risks including liability on corporate payments and liability for failed tax payments. Operational risks of processing third-party originators of ACH transactions, as well as emerging payment technologies are also addressed. Examples of an ACH Risk Assessment and a checklist for an effective ACH risk management program are presented as well.

At the conference, Fred will be leading a session entitled Effective ACH Risk Management Strategies for a Dynamic Payment Environment.

Jess Walpole, director, enterprise governance and compliance is responsible for providing security oversight and advisory services on a global scale for Diebold, Incorporated. Additionally, she focuses on the creation of pragmatic enterprise risk metrics and comprehensive GRC management programs for the enterprise. In this capacity, she works closely with both customers and government regulatory agencies to ensure that Diebold has an appropriate program in place that satisfies requirements as outlined by SOx, GLBA, and PCI.

Walpole joined Diebold in 1995 as an internal auditor and has held positions in finance, IT and enterprise security. She holds a bachelor’s degree in finance and business administration from Malone University in Canton, Ohio, and maintains the following professional certifications Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), and Certified in the Governance of Enterprise Information Technology (CGEIT).

Jessica will be leading a session entitled Managing IT Risk Through Governance at the conference.

• President and CEO of Abound Resources, a management consulting firm that helps community financial institutions grow, save money and improve their use of technology

• 18 years of community financial institution consulting experience

• 400+ vendor evaluation projects in de novos to multi-billion dollar institutions

• Lead negotiator representing community financial institutions on over 200 software, hardware and outsourcing contracts valued at $100 million

• Former Manager of Deloitte & Touche’s Community Bank Technology Consulting

• Practice Technology advisor to several community financial institution trade associations