2018 Cards and Payments Speakers
Advisory Committee & Faculty
Larry Andress - Bank of America Merrill Lynch
Jason Beard* - Professional Development Group II, Inc.
Karen Brookbanks* - University of Arizona
Brian Cook - Paymerang Business Development
Matt Dill - Visa, USA
Tracye Eades Mickle* - Florida International University
Karim R. Ellis - Empowered Education Unlimited
David Griffiths - FISCAL Technologies
Greg Hamilton - MasterCard Worldwide
Jennifer Hart Barb* - James Madison University
Eric Hayes - FISCAL Technologies
Doug Hindsley - Card Integrity
Florianne Irwin - Harvard University
Helen Kubiack* - Lone Star College
Lesley Lackore* - Iowa State University
Lynn Larson - Recharged Education
Rex Myers - SAP Concur
Marty Newman* - University of Maryland (Retired)
Gerardina Paduano* - Stoney Brook University
Edgars Patani* - Albany State University
Anthony Rotoli - ESM Solutions Corporation
Eileen Scanlan* - University of Albany
Mary Schaeffer - AP Now
Ashru Shah* - North Carolina State University
Jennifer Steier* - University of Louisville
Linda Wilson - Gonzaga University
* denotes advisory group
Karim R. Ellis
Karim R. Ellis is a Dynamic Motivational Speaker with 10 years of experience in the field of speaking, training, and coaching. Karim takes pride in developing both leaders and champions. His sole desire is to create an atmosphere of greatness in the lives of the people he connects with on a daily basis. He is also an active member of both the National Speakers Association and Past President with Toastmasters International.
As a certified member of the John Maxwell Team, he has spoken and taught Leadership and Team Building principles to a multitude of companies and organizations like General Electric, Anthem, Kroger’s, The United States Postal Service, The Dept. of Defense DFAS, SHRM and many more.
All successful organizations understand that effective leadership is at the heart of every business and The John Maxwell Team prides itself on Leadership Creation and Development. As a Leadership trainer, Karim has several engaging group programs specifically designed to help take your Leaders to the Next Level.
When Karim delivers a message, he absolutely makes sure that the room “gets it”. If you are looking for a fun, engaging, entertaining, and inspiring motivational speaker that will leave your group amazed...Karim R. Ellis is definitely it!
Are You Making the Right Connections?
Karim R. Ellis speaks at the Project Management Instititute
Director and National Manager of Card Account Management, Bank of America Merrill Lynch
Larry Andress is Director and National Manager of Card Account Management for Healthcare, Institutions, and Public Sector for Bank of America. In this position, Larry oversees the account management group having responsibility for the development of card payments programs with the Bank’s Specialized Industry client base. He resides in Charlotte, NC. Prior to this position, Larry was East Region Sales Manager for Card Payments, in which the Card spend volume more than doubled, and National Commercial Sales Director for Merchant Services, in which the Merchant new business transactions double in size. Preceding his Merchant sales responsibility, Larry was Manager of Credit Products for Commercial Card Services, where he had responsibility for the development and management for the Purchasing, Travel, and One Card products, and proposal and presentation delivery. Before joining Card Services, Larry spent fourteen years with Bank of America in Treasury Management, and the last ten as a Regional Sales Manager. It was during this tenure that Larry achieved the status of Certified Treasury Professional. Larry received his Bachelor of Science Degree from the University of Richmond, and his MBA from the University of North Carolina at Charlotte.
Purchasing Card Programs Manager, University of Arizona
Karen Brookbanks is the Manager of the Purchasing Card Programs at the Univeristy of Arizona. She is a Certified Purchasing Manager (CPM), a Certifiec Professional Public Buyer (CPPB) and Certified Purchasing Card Professional (CPCP). Her primary responsibilities at the University of Arizona include but are not limited to: Purchasing Card Policy & Procedural Management, Training, Compliance and Oversight of the Procurement Card Program. Karen's background includes over 20 years of experience in the procurement field in the private and public sectors. Karen also serves as a council member for the Purchasing Card Professional Certification Council (PCPCC) for the National Association of Purchasing Card Professionals (NAPCP).
Senior Vice President Higher Education, Paymerang
Brian Cook is currently the Senior Vice President of Higher Education with Paymerang. In addition to being a successful entrepreneur, Brian has over 20 years of executive general management experience in wireless, telecommunications, manufacturing and SaaS. During that time, he has been involved with the selection and implementation of several electronic supplier payment and P-Card programs. Brian’s various roles within Paymerang and the payments industry has allowed him to personally speak with thousands of finance professionals who have experienced varying levels of success implementing B2B ePayments for Accounts Payable and the pain points they continue to face.
Matt Dill is a creative digital commerce executive with a track record developing and commercializing financial service offerings across venture-funded startups and in global leadership positions for Fortune 100 companies.
Dill opened Visa’s client innovation centers in San Francisco, Singapore and New York. His teams have initiated the company’s first commercial and product collaborations with Apple, Google, Facebook,Samsung and Square among others.
Dill joined Visa in 2010 from the Western Union Company where he served as Senior Vice President, Global Head of Digital Ventures. He led the formation of Western Union’s mobile practice and was responsible for building the systems connecting Western Union agents, mobile network operators and bank systems across 200 countries and territories. Prior to Western Union, Dill served as a corporate development executive with eONE Global, a strategic investment fund focused on emerging payments models formed by First Data Corporation, Boston Consulting Group, General Atlantic Partners and Goldman Sachs.
Dill has lived and worked with his wife Lydia and three children Baker, Mary Rowe and Spencer in San Francisco, London and Singapore.
Tracye Eades Mickle
Program Administrator and Senior ProCard Accountant, Florida International University
Tracye Eades Mickle is the Program Administrator and Senior ProCard Accountant at Florida International University. Her responsibilities include managing the University Card programs which consist of ProCard, Travel & Expense, and Single Use Account programs. Additionally, she also has oversight of the reconciliation of the ProCard and SUA Accrual and Cash Accounts. Annual card expenditures under Tracye’s management exceed $47 million.
Tracye has worked at FIU for 22 years, the last 14 of which have been directly with the University card programs in both accounting and administrative capacities. During her tenure with the program, Tracye has assisted in two major card reissues, one which involved a new bank implementation for card services; as well as assisted with the implementation of PeopleSoft 8.4, 9.0, and 9.2 Systems.
She is a proud alumnus of FIU and resides in sunny South Florida with her husband and son.
Executive Vice President Client Development, FISCAL Technologies
David Griffiths, EVP of Client Development at FISCAL Technologies, has spent the last 15 years working with over 300 Accounts Payable teams, 50% of which have been within government-related organizations. He is the driving force behind FISCAL’s commitment to delivering solutions that provide customers with real value and a great ROI. David’s vision and leadership have been key in establishing FISCAL as a leading brand in Accounts Payable. Prior to FISCAL, David was Head of European Marketing for Bottomline Technologies, the world’s leading provider of payment solutions. David holds an MBA and Honors Degree in Business & Accounting.
Vice President of Public Sector Sales, MasterCard Worldwide
Greg joined the MasterCard Worldwide team in 2012 after more than 25 years as a leader in this market segment working directly for several large issuers and technology partners. As Vice President of Public Sector Sales for large market in the West, he and his bank issuing partners are actively involved in assisting with RFP development, program design, implementation and overall sales and service strategy for State and Local Government, Higher Education and Not for Profit Organizations. Greg’s responsibilities include Commercial Credit Products as well as Prepaid Solutions. Greg has lived in the Denver area since 1988 and has in-depth experience in sales and sales management, e-procurement technology, data integration, implementation, training, merchant acquisition, relationship management, program expansion and process consulting. Greg has successfully partnered with hundreds of clients in both the public and private sector, helping them to realize significant cost savings and increasing internal efficiencies associated with implementing electronic payment solutions.
Jennifer Hart Barb
Lead Small Purchase Charge Card Program Administrator, James Madison University
Jennifer Hart Barb is the Lead Program Administrator for the Small Purchase Charge Card Program at James Madison University in Harrisonburg, VA. She began her career at James Madison University as a Plant Fund Accountant in 2002. In 2003, Jennifer became the Program Administrator for the charge card programs, creating the program and policies from the ground up. In fiscal year 2004, her first year with the program, yearly spend was about 1.3 million and this past fiscal year, 2017, total spend on the purchasing card was over 29 million. Jennifer has had a feature article written about the charge card program at James Madison University in the VISA Exchange Magazine Higher Education Spring 2011 edition. She has presented on many different purchasing card and Accounts Payable topics at the state of Virginia Fiscal Officers of Colleges and Universities State Supported Conferences as well as the Virginia Bank of America User's Summit. Jennifer resides in the Shenandoah Valley of Virginia with her husband and two daughters.
Vice President, FISCAL Technologies
Eric S. Hayes, a Vice President at FISCAL Technologies, has 19 years’ experience in financial and recovery audit services. He has personally managed the recovery audit initiatives of retail giants such as Walmart, Best Buy, Home Depot, The GAP, Nordstrom, Sears, SuperValu, H-E-B, and Food Lion. Eric has a passion for providing AP, P2P, and Internal Audit teams with overpayment and fraud prevention technologies, best practices and strategies, and has shared his subject matter expertise throughout North America. Eric, a father of four sons, is a proud native of Greensboro and a graduate of East Carolina University.
Senior Partner, Card Integrity
Doug Hindsley is a Senior Partner at Card Integrity, a division of D. Warner Group located in Oak Brook, IL (near Chicago). Focused on card expense management services, Card Integrity helps higher education organizations and corporate entities review cardholder spend. With data and analytics, purchasing and finance professionals investigate and apply critical thinking to reporting data and communicating findings. A “techy” at heart, Doug received his degree in Computer Science from Purdue University and began business consulting at PWC, where he developed and implemented complex business systems worldwide for Fortune 100 companies. After working in consulting, strategic sourcing, and IT development for over a decade, Doug discovered innovative ways to improve the corporate purchasing process. Turning ideas into action, he developed data analysis software specifically for card compliance, fraud detection, and purchasing insights. In the last ten years, Doug has refined the process into its existing form of a service that balances technology with professional critical thinking. He led service-oriented initiatives that promoted a powerful communication strategy to make for more robust card programs for clients.
Lead Administrator, Harvard University
Florianne Irwin joined Harvard University in May 2015 as Lead Administrator for their card programs. Prior to joining Harvard, she was Assistant Director of Procurement Services at the University of Vermont where she fully revamped all aspects of UVM’s card program from: RFP process, implementation, mandatory online training, data analytics for auditing and e-payables implementation.
In addition to card program management, she has over 20-years of experience in various roles from supply chain management, accounting, finance, and ERP systems implementation. She currently serves on the Board of Directors for NAEP-New England as Executive Vice President.
Program Coordinator, Iowa State University
Lesley Lackore is a program coordinator in the purchasing department at Iowa State University, with 16 years’ experience in purchasing card program administration. In addition to p-card responsibilities, she administers the university's e-procurement and web-based requisitioning systems. Lesley is a graduate of ISU, earning a BLS with emphasis in business and communication. In 2006, she earned the designation of Certified Purchasing Card Professional (CPCP) from the NAPCP. To take her mind off credit card fraud and cardholder misuse, Lesley directs a church choir, sings in a community concert choir, and caters to the needs of several spoiled house cats.
Principal, Recharged Education
Lynn Larson, CPCP, has more than 15 years of Purchasing Card experience. In January 2014, she founded Recharged Education LLC, which focuses on Commercial Card training, consulting and educational resources. Her previous job roles include education manager for the NAPCP, a professional association for the Commercial Card and payments industry; and P-Card program manager for the Federal Reserve Bank of Minneapolis. Additionally, her work experience includes many years in the procurement field. In June 2007, she earned the Certified Purchasing Card Professional (CPCP) credential.
Lynn is a frequent and popular industry speaker, having delivered more than a dozen full-day P-Card workshops, as well as dozens of educational in-person and virtual presentations.
Rex Myers is a 30 year technology veteran specializing in enterprise solutions; mostly addressing the unique challenges existing at institutions of higher education. Rex spent the early days of his career working in the administration at a university in the Midwest, and has spent most of his career consulting with and/or selling solutions to institutions of higher education. Rex’s most recent 15 years have specialized in procurement, strategic sourcing, contract management, and travel, expense, invoice, and risk management solutions. With his deep knowledge of spend management and travel & expense management operations at colleges and universities, in addition to his deep knowledge in the way universities operate, Rex provides broad knowledge of both challenges that exist and potential options to solve the unique challenges existing in this industry.
Assistant Director Delegated Procurement, University of Maryland (Retired)
Marty Newman is retired Assistant Director - Delegated Procurement at the University of Maryland. Prior to retirement, her responsibilities included managing the purchasing card, small order, and master contract programs; reviewing University units that have delegated purchasing authority; and providing procurement training to campus. Annual expenditures under Marty's management exceeded $120 million. Marty taught the following courses to UM staff: Procurement 101, Procurement Using Sponsored Program Funds, and Purchasing Card.
Staff Auditor, Albany State University
Edgars Patani is a staff Auditor in the Department of Internal Audits and Compliance at Albany State University, located in Albany, Georgia. As an Internal Auditor, Edgars is tasked with assisting the University and Georgia Board of Regent in fulfilling its oversight responsibilities in mitigating material risks in major reporting areas by assessing the adequacy of control environments, risk management and control activities.Prior to his appointment as a staff Auditor, Edgars was the University Business Services Manager and P-Card Administrator for eight years. During this period his job responsibilities included developing policies, departmental strategic planning, negotiating and maintaining University Auxiliary Services contracts. These contracts comprises of dining, vending, and bookstore’s services. Edgars also oversaw the implementation of the University P-card system from a manual process to full automation. He holds the Georgia Certified Purchasing Card Administrator (GCPCA) and Certified Purchasing Card Professional (CPCP) certifications. Edgars also holds a doctorate degree in Business (DBA) with concentration in Accounting. Edgars is an adjunct faculty member at Albany State University College of Business where he teaches Introductory to Advanced Financial and Managerial Accounting courses.
Chief Executive Officer, ESM Solutions Corporation
Anthony Rotoli is the Chief Executive Officer for ESM Solutions Corporation, a leading provider of Software as a Service (SaaS) e-procurement and sourcing solutions for educational institutions and government agencies. Anthony joined ESM in 2011 where he led the sales, marketing and business development teams educational and government strategies and its customer and partner relationships before taking the CEO role. Anthony has an extensive background in the education space running business practices at CDW-G, SciQuest and CA Technologies (formally Computer Associates).
Founder, AP Now
Mary S. Schaeffer is the founder of AP Now, a B2B organization focused on creating business intelligence around the accounts payable and payment functions. She has written 18 business books and is a frequent and popular speaker at both online and live events. Schaeffer has created a number of CPE self-study courses, customized training and online training events. She is the developer of the Accounts Payable Best Practice Certificate program. Previously she held positions as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain. She has an MBA in Finance from NYU and a BS in Mathematics from York College (CUNY).
Procurement Card Manager Business Services, University of Louisville
Jennifer Steier has worked in the Card Services department at the University of Louisville since 2012, first as a Procurement Card Compliance Analyst and now the Procurement Card Manager. Her responsibilities include management of the Procurement Card and Fleet Fuel Card programs, Transactional Compliance, and Training. The UofL ProCard Program has 1,200 cardholders and total FY 2017 spend was $56.6 million. Jennifer holds an Executive Masters of Business Administration (EMBA) from Bellarmine University.
Director of Finance Systems and Services Controller's Office, Gonzaga University
Linda Wilson is the Director of Finance Systems & Services at Gonzaga University in Spokane, WA. In her 14 years at Gonzaga, she has held various positions spanning many areas across the controller’s office including finance and compliance. Linda has been involved in implementation projects for Concur Travel & Expense, Concur Locate, and most recently Concur Invoice. Linda considers herself to be one of Gonzaga Basketball's biggest fan and is a season ticket holder to both Men’s and Women’s Basketball, following the team as much as her schedule allows and was fortunate enough to been able to go to the 2017 NCAA Final Four.