Scott Anderson, Director Strategic Accounts and Business Initiatives, Phoenix Interactive Design, Inc.
Tactics for Improving the Customer Experience and Reducing the Total Cost of Ownership of Advanced Function ATMs
As Director Strategic Accounts and Business Initiatives, Scott Anderson oversees relationships with a number of the banking industry’s leading ATM deployers. In addition, Scott represents Phoenix’s business development interests for strategic product and partnership initiatives to ensure Phoenix continues to be positioned for ongoing growth and new product development.
Scott brings extensive knowledge and experience to Phoenix with over 17 years of sales and 8 years of management experience in the financial services industry. Scott holds a Bachelor of Education from Queen’s University and an Honor Bachelor of Science from TrentUniversity in Canada.
Tracey Black, Program Director, Kitchner-Waterlook Chip Trial PMO
EMV Implementation in Canada
Tracey Black is the Director of the Kitchener-Waterloo Chip Trial Project Management Office. The K-W Chip Trial PMO is responsible for facilitating and supporting the introduction of chip technology in Kitchener-Waterloo. The Trial will provide key learnings for the rollout of chip technology across Canada. There are over 30 organizations participating in the Trial including payment schemes, POS and ATM acquirers and credit and debit issuers. Prior to this position, Tracey was responsible for Payment Innovation and oversaw the Chip Migration Program at RBC Royal Bank. Tracey also managed the ABM and Debit Card Groups at TD Canada Trust.
Bo H. Holmgreen, President and CEO, Transoft International
Optimizing Cash Management at ATMs
Bo H. Holmgreen is President of Transoft International, aleading provider ofcurrency supply chain management software solutionsfor the banking,ATM and Armored Car industries. A native of Denmark, he attended the Technical University of Denmark and graduated with a thesis on Project Management. He continued his education and earned a Masters degree in Electrical Engineering and an MBA.
During his Masters internship, he worked as programming manager at Chr. Rovsing A/S, a major Danish computer and aerospace manufacturer, which was acquired by ITT and later by Alcatel. During this time Mr. Holmgreen managed a business division which developed and sold EFT/POS systems as well as exported the technology to EDS and other US based companies. Following Alcatel Mr. Holmgreen assumed the position of Vice President, Sales and Marketing at SDM International, a US based software vendor for centralized ATM switching systems.
In 1992, Mr. Holmgreen decided to leverage his extensive ATM and payments experience and co-founded Transoft International to focus solely on the cash management side of the business. Under his guidanceTransoft’s products, OptiCash, OptiNet & OptiVault have been developed to efficiently and cost effectively handle all aspects of the complex cash management process while providing significant recurring cost savings for ATM, branch and vault networks. Transoft’s solutions have been proven in a variety of environments and are currently in use worldwide.
Having recently celebrated Transoft’s 15th anniversary, Mr Holmgreen is proud to list, among others, a number of prestigious accounts such as Wachovia, Royal Bank of Canada, Fifth Third Bank, Huntington Bank, First Citizens Bank, ANZ, ABSA, Abbey, Bank of Ireland, AIB, KBC, ING, NCR and Armaguard as clients.
Mr. Holmgreen has been active in the EFT Association, has published a number of industry articles and has been a familiar speaker at international and domestic conferences. As President of Transoft International, Mr. Holmgreen enjoys the opportunity to travel the world to meet with customers and prospects on a regular basis. He is based in Cary, NC where he resides with his wife and three children.
John H. Morris, Vice President, Cash Operations, Wachovia Corporation
Optimizing Cash Management at ATMs
John is a Vice President at Wachovia where he is the Cash Optimization manager for the bank. He is responsible for managing the cash process for all financial centers, ATMS, and vaults for the bank. John has managed this optimization process for seven years and controls 3,000 financial centers, 5,600 ATMs, and 82 vaults.
John has worked for Wachovia for 15+ years in cash optimization, cash processing , large currency, safe deposit box, and bank collection practices
The Optimization process John has developed over the years has netted considerable savings for the bank and is the center piece around the ordering and shipment process for all endpoints. Wachovia has used the Opticash produce from Transoft for seven years in its process.
John graduated from the University of North Carolina at Charlotte with a bachelor’s degree in Mathematics. He resides in Lake Norman, NC with his wife Daune and two children Lauren and Jack.
Mansell Nelson, Vice President, Business Development, Rogers
Make Your ATM Network Wireless! Switching Saves....
Mansell Nelson is Vice President for the Wireless Enterprise Solutions department at Rogers. Since January 2001, he has launched the interactive mobile services group and now leads a dedicated team focused on wirelessly enabling Machine-to-Machines, Mobile Resource and Fleet Management solutions to enterprise customers. Mr. Nelson has extensive experience speaking at conferences and events across North America
Mark O’Connell, President & CEO, Acxsys Corporation and Interac Association
The Evolution of the ABM Market in Canada
Mr. Mark O’Connell is the President and CEO of Acxsys Corporation and the Interac Association.
As President and CEO he oversees the operation of Canada’s shared electronic financial services network. He is responsible for leading the development of exciting new initiatives designed to introduce new levels of convenience to Canadian cardholders, including new and enhanced payment services opportunities, and the introduction of chip technology to the Canadian marketplace.
Mr. O’Connell has extensive experience in the payment card and banking technology industries.
Most recently he was Executive Vice President, Finance Market at Emergis Inc., and for the past two years, he was Emergis Inc.’s appointee to the Interac Association Board of Directors. He has held other senior positions at OnX Enterprise Solutions Inc. and NCR Corporation. A graduate of McGillUniversity and the University of Windsor’s MBA program, Mr. O’Connell has also studied finance at the HarvardBusinessSchool.
Sergeant Kerry Petryshyn, National Counterfeit Coordinator, Royal Canadian Mounted Police (RCMP)
Counterfeit Payment Cards and Currency
Sergeant Petryshyn has 19 years of service with the RCMP. Before joining the RCMP he worked in New Brunswick on Highway Patrol followed by General Policing duties. He then worked in Customs & Excise for six years dealing with smuggling along the Maine/New Brunswick border. After that he worked on the Commercial Crime Section for seven years dealing with Internet Fraud, Bankruptcy, Major Frauds and Counterfeiting. In January of 2007 he took over the role of National Counterfeit Coordinator responsible for coordinating the government’s new National Counterfeit Enforcement Strategy.
Rob Palin, Senior Vice President, Switching, Payment Solutions Group, Open Solutions Canada
Processing Transactions from ATMs via Public Internet
Rob has over 24 years’ experience in the financial systems industry in wide variety of roles, most recently as senior vice president responsible for ATM and POS payment processing at Open Solutions Canada. In this capacity Rob is responsible for the largest independent ATM processing network in Canada and one of the fastest-growing POS networks. Previous to his employment with Open Solutions Rob was president of a developer of POS systems software, pioneering the creation of third-party software for the white label POS industry. Rob worked for CDSL Canada (now part of CGI) for many years in development, product marketing and ATM transaction processing management positions as well as senior level assignments 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.
Bryan Pisciotta, Vice-President, Automated Channels, Citibank
100% Outsourcing
Bryan is a Vice-President at Citibank where he is responsible for Automated Channel Distribution which includes On Premises and Off Premises ATMs, National Alliances and Partnership business development, development and implementation of new self service delivery vehicles. Bryan started the Citibank Off Premises Outsourcing program at Citibank in 1996 and it has grown to over 500 ATMs that are totally outsourced. He was a key player in developing the successful partnership with 7-Eleven resulting in the Citibank branding of over 5,500 ATMs in the United States.
Bryan has been with Citibank for 20+ years and has worked in Sales, Sales Management and Retail Management while there.
The outsourcing model used allows for flexibility to meet a variety of business needs while maintaining a disciplined approach to growth. He was a pioneer in the United States developing this approach; he has spoken at U.S. ATM and International Conferences on this topic.
Bryan is a graduate of St. John’sUniversity from which he received his bachelor’s Degree in Marketing and his Master’s Degree in Executive Management. He is married to his wife Cindy and has two sons, Chris and Jack.
Duncan Rayner, Sr. Consultant, TempleScott Associates (TSA)
Understanding the Negative of Changes in the Rules and Regulations from all Different Perspectives in the ATM Industry
Duncan is a Senior Consultant with Temple Scott Associates (TSA), one of Canada’s leading government relations and public affairs firms. Duncan works on a range of TSA files for clients including the International Air Transport Association, MasterCard, Lafarge, the Brewers of Canada, and the National Association for Information Destruction - Canada.
Duncan joined TSA after several years in the political sector, most recently serving as a Senior Advisor to former Progressive Conservative (PC) Leader Peter MacKay and as Director of Operations for the Progressive Conservative Party of Canada. Duncan played a leading role in drafting the agreement that led to the reunification of Canada’s Conservative Parties.
Duncan is holds a B.A. from Bishop’s University, where he occasionally guest lectures, and an M.A. from DalhousieUniversity.
Deepak Wanner, President & CEO, Precidia Technologies
Managing ATM Data Security Requirements in the Internet Age
A pioneer in the movement to adopt Internet Protocol (IP) based solutions in retail point-of-sale (POS), Deepak Wanner is the leading authority on integrating diverse POS systems onto one common IP network. Building on early successes in Canada, the world leader in debit card acceptance, Deepak is a strong proponent of network management in POS, helping merchants and other payments industry players realize the benefits of an actively managed network migration solution. Deepak has presented at many industry conferences, including ETA2005, NACSTech 2005, and FS/TEC 2005. Most recently, Deepak addressed the 2006 NACSTech Conference.
