Doug Epp, Senior Director, Calypso, a Transaction Network Services Company
Voice of the Industry Interactive  Discussion
As Vice President and founding employee of Calypso Canada in 1999, Doug Epp was responsible for developing and delivering Calypso’s suite of ATM processing and management services in Canada.  After the successful launch of its Canadian operations, Doug played a key role in the expansion of Calypso’s ATM operations into the UK, China and Australia.

With the recent acquisition of Calypso by Transaction Networks Services Inc., Doug moves into a new position as Senior Director and is now responsible for integrating Calypso’s ATM processing and management solutions with the diverse range of network and data communication services which Transaction Network Services is already providing to retail, banking, payment processing, and financial market customers in over 28 countries world wide.



Donald R Evans, Director, Industry Marketing, NCR Financial Solutions Group
Insider Skimming
Donald R. “Rob” Evans is director of industry marketing for NCR Corporation’s Financial Solutions Division – Americas region.   In his role, Evans studies trends and opportunities within the self-service banking industry.  He frequently speaks to industry groups regarding current and future regulation impact, as well as fraudulent practices associated with automated teller machines (ATMs) and the solutions available to protect the industry from such attempts.

Evans joined NCR in 1989 as a systems analyst.  He has served in a variety of capacities including Sales, Marketing, and Manufacturing. He began his career in the self-service industry in 1981 at Third National Bank and Trust Co. of Dayton, Ohio, which later became Society Bank and presently KeyCorp.

Evans has served on numerous inter-industry panels dealing with consumer safety, accessibility (ADA) and fraud, among other topics. He is often quoted within major consumer and industry newspapers and special interest publications and was a featured speaker on the History Channel’s Modern Marvels segment on the history of banking.

Evans attended Miami University in Oxford, Ohio and presently resides in the Dayton area with his son. Personal interests include distance-running events, with ten completed marathons to his credit.


Gary Ferris, Independent Consultant
Event Emcee
Gary is currently an independent consultant providing research and consulting services to the financial services and payments systems industries.  With over 30 years of experience in the industry, Gary’s background includes: policy development and advocacy positioning for the industry while at the Canadian Bankers Association, international consulting in the Caribbean and in the United States and most recently providing research services for the Canadian Payments Association.  In addition he has worked with a number of Federal Government agencies to support industry positions.  Gary was also responsible for the development of the ATM programs while at Canada Trust and he has participated in the development of the Interac Association policies and procedures for Shared Cash Dispensing and Debit Point of Sale. 

Gary is a graduate of the Business Program at Ryerson Polytechnic Institute (now Ryerson University).

Steve Hensley, Global Executive Vice President, Sales & Marketing, KAL
ATM Software Trends
Steve Hensley is the Global Executive Vice president of Sales and Marketing for KAL.  He also serves as a member of the KAL Board of Directors.  Steve has over 20 years of experience in the Information Technology industry where he has held numerous sales and sales management positions prior to his current position with KAL.  Throughout his career Steve has been involved in the Financial Industry and has focused on Self-Service solutions including both ATM’s ad Kiosks.


Shaun King, Vice President of International Sales, Triton
ATM Future Trends
As Vice President of International Sales for Triton, Shaun is responsible for sales in key core markets outside of North America and for opening new international markets. During his 10 year tenure with Triton, he has contributed to the growth in South Africa, Australia, Canada and the United Kingdom, and has played a key role in Triton’s expansion into Mexico, China and India. In addition, he was instrumental in the launch of Calypso, Triton’s ATM transaction processing service in Canada.

Prior to joining Triton in 1998, Shaun was with Shell Oil for nine years holding various management roles within the Card Center, Credit and Customers Service divisions of the downstream petroleum business. While with Turbo Resources, a subsidiary of Shell, Shaun was exposed to Triton when Shell became the first Canadian distributor of Triton ATMs.

Tracy Kitten, Editor, ATM Marketplace
ATM Future Trends
Tracy Kitten is the editor of ATM Marketplace, an industry Web site dedicated to news and information about the ATM and financial self-service industry. Kitten joined ATM Marketplace in October 2004. Prior to ATM Marketplace, Kitten was a business reporter for American City Business Journals. She holds a bachelor's degree in History and English from the University of Kentucky.

Gary Kleiman, Vice President of Operations, INKAS Security Services, LtdVoice of the Industry:  Interactive Discussion
Gary Kleiman is currently in charge of the day to day operations at INKAS Security Services, Ltd.  Boasting an extensive background in security, Gary is responsible for overseeing all aspects and logistics of Cash In Transit Services, ATM loading Vault Storage and supervision, premises security and compliance

Gary came to Canada in 2005.  Leading up to his position at INKAS, Gary was the Regional Site Security Manager for Honda Canada. His main functions and duties at Honda included overseeing all aspects of emergency procedures and first tactical responses as well as administration of access control. Recruiting and training programs for the security staff at the various sites.

Mr. Kleiman spent from 1999-2005 as a Diplomat for the Israeli Government.  He was stationed in Georgia and was in charge of the Embassy during the absence of the Ambassador.  His role included economic, cultural, and press attaché, administrative management of the Embassy and consular services.

Gary served as an Intelligence Officer with the Israeli Police HQ from 1996 – 1999.  As part of his duties he was in-charge of coordinating certain aspects of on-going operations, crossing international enforcement bodies including INTERPOL, FSB, MI5 and the FBI.

Prior to 1996, Mr. Kleiman served in the IDF (Israeli Defense Force) as an Anti-Aircraft Field Sergeant and attended the Hebrew University of Jerusalem where he earned his M.A. in International Relations and Political Science.

Susan Kohl, President, ThoughtKey, Inc.
PCI:  What it is and Who Does it Apply To?
Susan Kohl is the Owner and President of ThoughtKey, a PCI Program and Project Management consulting firm based in Atlanta.  She has over 18 years of international audit, litigation review, regulatory risk management, compliance, and 5+ years concentration on payment data security.  Susan provides her clients with tailored roadmaps including navigation tools and resources to achieve PCI compliance.  Her clients vary from sponsor banks to ISOs to Processors to debit networks to PED manufacturers.    She has her CPISM, TG-3, CPA, and Business Process Reengineering Certifications.  In addition, she is a board member for the ATMIA and participates in NACHA, Merchant Acquirer Risk Council, and the PCI Security Standards Council.   She has authored several proprietary risk documents as well as assisted in developing the ATMIA Mobile Phone Security Manual.


Vern McLean, Canada Sales Manager, Triton Systems
Voice of the Industry: Interactive Discussion
Vern McLean is the Canadian Sales Manager, Triton Systems and has over 15 years experience in the financial payments industry in sales and business development positions involving ATMs, POS and Switch experiences. He also spent 20 years in the retail gasoline industry with a major Canadian retailer so brings a retail merchant, ISO and supplier perspective. Vern is a graduate of the University of Saskatchewan with a Bachelor of Science in Engineering.

Wendy Macpherson, Director, Payment Products, Interac Association
EMV Implementation in Canada:  Are We There Yet?
Wendy Macpherson has been working in the Payments industry for over 10 years. She has worked for a large Issuer and an Acquirer her experience on both sides of the business is an asset in her role with Interac Association.

She has been with Interac Association since 2003 when she was brought in to lead Interac's Chip program and manage the Canadian Chip Migration Program (CCMP). 

Her current role is as Director, Payment Products. She is the product manager responsible for various aspects of the Interac Direct Payment and Shared Cash Dispensing products but has been spending a large amount of time investigating new products and in particular, has been working hard to develop attributes of Interac's contactless product.

Before joining Interac, she was with Scotiabank, working as the debit card manager and sat on several Interac Association and Acxsys corporation advisory and working groups.

Before joining Scotiabank she worked for a Third-party processor of white label ABM transactions managing their sales and marketing activities.

Her life before "payments" was spent earning an undergraduate degree from Bishop's University, working in the forestry industry and then gaining an MBA from the University of Edinburgh.

Paul Miniutti, ATM Manager Pro, Operations Manager, Profit Stars
Utilizing Hosted ATM Channel Management Software to Reduce You PCI Compliance Burden
Mr Minuitti has been building software for over 25 years.  Over the last nine years his focus has been ATM Channel Management software.  Paul was CTO/Senior Vice President of eClassicSystems, maker of ATM Manager Pro.  THe successes with ATM Manager Pro lead to eClassics’ acquisition by Jack Henry and Associates – ProfitStars division.  Since that acquisition, Mr Minuitti’s focus has been moving ATM Manager Pro to a Hosted Solution and driving ATM Manager Pro further in the US and International Markets.

  John Pearce is a marketing director for ADT Security Services, the world’s largest electronic security business, with North American marketing responsibilities for the Company’s Financial-Banking and Government Systems market channels. Mr. Pearce has over 25 years of security industry experience as a marketing executive, and is a frequent contributor to industry media articles on security and is a requested speaker on security industry issues.


Rob Palin, General Manager, Payment Solutions Group, Open Solutions Canada
Voice of the Industry: Interactive Discussion
Mr. Palin joined Open Solutions from the role of President of a payment software development company. He has over 25 years experience in the financial systems industry in a wide variety of roles, most recently Senior Vice President, Marketing and Sales for all International and Canadian payment product offerings at Open Solutions. Previous to this, Rob was the head of ATM and POS payment processing for the Canadian operations.  In this capacity Rob was responsible for the largest independent ATM processing network in Canada and the fastest-growing POS network.

Don Moors, Sr Vice President, Temple Scott and Associates
Renewed Calls for Regulation:  Impacts of Change on Our Industry
With more than ten years experience as a senior government relations practitioner, Don provides his clients with an in-depth understanding of the Federal Government’s policy development and legislative procedures and how to influence them to achieve their objectives.

Don has developed and implemented a variety of successful government relations campaigns for many of Canada’s leading companies and industry associations including MasterCard Canada, the Brewers Association of Canada, Emirates Airline, Capital One, MBNA Canada Bank and the Canadian Dental Association.

Don regularly provides seminars to companies and associations on effective lobbying and training for corporate executives preparing for Parliamentary Committee appearances.  Don is also a regular political commentator on television and radio. 

In both 2007 and 2008, Don was recognized as one of Canada’s Top 100 Lobbyists by the Hill Times, Canada’s only weekly publication dedicated to covering political affairs.

Don received the Brett Yerex Exceptional Advocacy Award in recognition of his initiatives in 2008 to change public policy for the benefit of people affected by ALS. 

Prior to practicing government relations Don worked as a Senior Aide to the Secretary of State for Finance. During this time Don worked on a range of financial sector and fiscal issues, including the 1997 review of financial sector legislation and Bill C-15, a Bill to enhance the safety and soundness of the financial sector.

Don holds a Bachelor of Laws Degree from Queen's University as well as a Masters of Arts in Economics.

John Pearce, North American Marketing Director, Financial-Banking, ADT Security Services
ATM Skimming Threats from the Outside In—the Experts’ Perspectives on Detecting and Helping Prevent this Growing Electronic Crime

Prior to working at Open Solutions Rob worked for CDSL Canada (now part of CGI Group) for many years in banking software development, product management, ATM transaction  processing management as well as senior level roles on software development projects based in Asia and Europe. Rob also spent several years as a management consultant providing research and strategic planning services, primarily to technology and telecommunication firms.

Mr. Palin is currently the Vice Chairman of the Interac Association and is an active ATMIA (ATM Industry Association) Canada board member.  He is also the past President of the Business Research and Marketing Association of Canada.

Clifford Richstone, General Manager, Frisco Bay – Stanley
Voice of the Industry: Interactive Discussion
Clifford Richstone is General Manager of Frisco Bay a division of Stanley Canada Corporation, a leading supplier of full turnkey ATM solutions to the retail and banking industry in Canada.   Clifford is responsible for all ATM operations for Stanley in Canada.  During his tenure with Frisco, Clifford has more than doubled the client base and firmly established the company as a true national supplier servicing a number of Canada’s most successful national retail chains and real estate developers. 

Prior to joining Frisco Bay, Clifford spent two years as Managing Partner with a retail consulting firm.  Clifford also spent 8 years with Johnson & Johnson where he held various management roles including Product Director and Director of Marketing.  Clifford holds an MBA with a major in Strategic Planning from McGill University and a Bachelor of Commerce with a Major in International Marketing, also from McGill University.

Henry Schwarz, Software Projects Director, Triton
Remote Key Transfer
As Software Projects Director for Triton, Henry is responsible for the development of Triton's most advanced software systems. During his 10 years with Triton, he has played a key technical and managerial role in the development and deployment of many thousands of ATMs, and has been instrumental in the design and implementation of Triton’s RKT solution.

Henry began working in the consumer electronic banking industry in 1987, developing terminals for electronic funds transfers at the retail point-of-sale. He single-handedly developed terminal software for many financial institutions, including American Express, First Data, National Australia Bank, ETSL New Zealand, Thai Military Bank, Cashcard Australia, Colonial State Bank, and Papua New Guinea Banking Corporation.

Henry's technical expertise includes security and cryptography, financial transactions, communications, and embedded systems. He obtained his Bachelor of Science degree in computer science and mathematics at Australia's Monash University and is a member of Mensa.

Lou Shirley, National Account Manager, Financial-Banking, Canada, ADT Security Services
ATM Skimming Threats from the Outside In—the Experts’ Perspectives on Detecting and Helping Prevent this Growing Electronic Crime
Lou Shirley is a National Accounts Manager with ADT Security Services, focusing on the Financial-Banking market throughout Canada. Lou has been in the security industry for over 30 years, working in various positions such as installation, service, sales and account management. He is based in the Toronto region in the ADT office in Mississauga, Ontario.

John Thomson, Director, Compliance & Enforcement, Interac Association
White Label ABM Cash Owner Regulations
John Thomson is presently the Director, Compliance and Enforcement with Interac Association and is responsible for the compliance, enforcement, and interpretation of Regulations and Policies of Interac Association.  He is also responsible for the Annual Security Compliance Program and the Association’s Device Certification Process.  John also holds the position of Compliance Officer for the Association’s Anti Money Laundering initiatives and is the Chief Privacy Officer for the Association.

Mr. Thompson’s past experience includes a number of years in the financial services industry with a number of those years being with the Ontario Credit Union System and the management of their National Affinity MasterCard Program.  John also spent some time in the consulting world and was involved with the merger of North American Life Insurance and Manu-Life.  John has also worked with Deloitte and Touche, and the Royal Bank.  He has had a number of years experience in the development of policy and procedures and was recently involved in the development of the specialized procedure review used to validate White Label ABM Cash Owner compliance with Regulations established by Interac Association.