Advisory Board

The members of our advisory board make up a diverse group representing many of the top contributors to the Payments industry.

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        • Shinfield Jackie Aug 2014_web quality

          Blake, Cassels & Graydon LLP

          J.D. (Jacqueline) Shinfield

          Partner,
          Blake, Cassels & Graydon LLP More →

        • Exchange Solutions

          Larry Richardson

          Executive VP, Customer Engagement Solutions Exchange Solutions More →

        • Impact Mobile

          Gary Schwartz

          Chief Executive Officer,
          Impact Mobile More →

        • Mercator Advisory Group

          Karen Yetter

          Director of Marketing
          Mercator Advisory Group More →

      • The Hunt Group

        Dave Hunt

        Chairman of Payments eXchange and
        President of The Hunt Group More →

Blake, Cassels & Graydon LLP

As one of Canada’s top business law firms, Blake, Cassels & Graydon LLP (Blakes) provides exceptional legal services to leading businesses in Canada and around the world. We focus on building long-term relationships with clients. Thanks to our clients, Blakes was ranked as having the leading law firm brand in Acritas’ Canadian Law Firm Index 2014, which measures law firm brands most favoured by top companies in Canada and internationally. We were also the only Canadian firm to be named “Canada Law Firm of the Year” for six consecutive years in the Who’s Who Legal Awards 2014 and “Law Firm of the Year: Canada” for the fourth time in the Chambers Global Awards 2013. Blakes is recognized as having Canada’s pre-eminent financial services practice, including the largest and most active financial services regulatory practice in the country. We provide sophisticated advice to numerous regulated financial institutions (including domestic and foreign banks, insurance companies, trust and loan companies and credit unions), as well as commercial and consumer finance companies, operators of payment systems, and other financial services providers, intermediaries and distributors. For more information, please visit www.blakes.com.

J.D. (Jacqueline) Shinfield

Shinfield Jackie Aug 2014_web qualityJacqueline’s practice focuses on all aspects of regulatory compliance in the retail financial services and payments industry at both the federal and provincial levels. She provides advice to regulated financial institutions, pay day loan companies, money services businesses, foreign exchange dealers and others. She has extensive experience providing advice in respect of Canada’s anti-money laundering and anti-terrorism financing legislation as well as Canadian sanctions legislation. Jacqueline also has particular expertise in the payment industry and provides advice to those involved in all aspects of the card industry, including credit card and stored value card issuers and program managers, payment processors, payment networks and others.

Exchange Solutions

Exchange Solutions Inc. (ESI) leverages proprietary technology that helps our corporate and non-profit clients deepen and strengthen their customer, donor and partner relationships by developing and operating programs that enable win-win collaboration. By doing so, we help networks of companies, consumers, charities and community groups work together to create unprecedented tangible and intangible value for each other.

Over the course of our 16-year history, ESI has driven significant business performance improvement for our clients through the development and execution of programs and platforms specializing in identifying, optimizing, and allocating greater profit potential through customer-company value exchanges. Our Value Exchange Technology™ makes it possible for customers to decide what’s important to them – which is the essence of value. By putting the customer in control, relationships are deepened, acquisition and retention expenditures are more effective, brand-damaging discounts are avoided and corporate social responsibility is achieved through mutually-beneficial partnerships with consumers and non-profit organizations.

Since 1996, the commercial networks established by ESI have served over 9 million consumers and currently support close to 15 million monthly customer transactions for our clients. Exchange Solutions currently employs 100 individuals in its offices in Lincoln, Massachusetts and Toronto, Ontario.

Larry Richardson

Larry provides executive leadership and direction in the day to day management of Consumer Engagement Solutions at Exchange Solutions. Larry is active at directing the design and delivery of consumer interactions that drive desired spend behaviors with retailers, manufacturers and service companies.

Joining the Exchange Solutions team in March 2005, Lawrence brought with him 15 years of executive leadership and experience in business development, data analytics and technology services delivery within retail, pharmaceutical and industrial chemical industries. When not working with clients to come up with creative solutions, Larry channels his energy into his passion for hockey by coaching his son’s team.

Impact Mobile

Impact Mobile Inc. pro­vides end-to-end mobile mar­ket­ing solu­tions, allowing our clients to engage and interact directly with mobile subscribers.  Our flagship Jump­TXT® plat­form and suite of services pro­vide comprehensive mobile marketing capabilities, and carrier-grade mobile mes­sag­ing infrastructure.

Impact Mobile is a technology company with over 12 years of mobile experience.  As mobile pioneers, in 2003 we ran the first cross-carrier short code campaign in North America.  And, we continue to lead the way through innovative, industry-first mobile campaigns, such as the first ‘smart book’ (with NFC tags) introduced in 2011.  Our success in the marketplace is also demonstrated by being on Deloitte’s list of fastest growing technology companies for six years running.

Gary Schwartz

Over the past ten years, Gary has played a leadership role in the mobile industry. Gary is the CEO of Impact Mobile, Inc., Chair of MEF North America and is the author of “THE IMPULSE ECONOMY” published by Simon & Schuster, Aria Imprint.

In 2002, Gary ran the first cross-carrier short code campaign in North America. In 2006, Gary founded the mobile committee for the Interactive Advertising Bureau (www.iab.net) and has worked to publish literature such as the Mobile Buyer’s Guide helping extend the digital buy into mobile (for which he received an IAB award for industry excellence in 2009).

Additionally, in 2007, Gary started work to help establish a joint task force between the Mobile Marketing Association (MMA) and the IAB with the aid of the Media Rating Council (MRC) to develop global, auditable mobile measurement standards.

In 2010, Gary was elected as the Chair of MEF North America (www.m-e-f.org) with a remit to develop a mobile commerce practice to service brands, retailers and content owners (for which he received a MEF award for industry excellence). In 2011, in partnership with MEF and a number of industry groups including the X9 security standards body, Gary is working to develop m-commerce security and privacy guidelines.

Gary is the recipient of the Macromedia People Choice Award and the Dodge Foundation award for innovation. Gary is an Asia and Japan Foundation Fellow. You can read Gary’s blog at www.theimpulseeconomy.com or follow him on Twitter.

 

Mercator Advisory Group

Mercator Advisory Group is the trusted advisor to the payments and banking industries globally, charting the course for sustained growth and profitability. Mercator Advisory Group provides unparalleled, independent and objective analysis that assists our members in uncovering new market opportunities and optimizing current strategic initiatives for maximum revenue generation and cost containment.  Our commitment and exclusive focus on the payments and banking industries enables us to consistently provide highly relevant content and exceptional value for your research expenditure.

Karen Yetter, Director of Marketing

Karen is responsible for driving, managing, and maintaining Mercator Advisory Group’s communications efforts with particular emphasis on e-communications and mobile channels. This role encompasses all areas of Mercator Advisory Group, including Membership Services, PaymentsJournal.com, and client support for webinars, teleconferencing, and marketing partnership initiatives.

Before joining Mercator Advisory Group, Karen served as Vice President of Customer Experience for Aberdeen Group, where she oversaw Marketing Operations, Creative Services, Program Management, and Customer Services. Her background includes a range of marketing services, digital services, and technical experience.

Prior to her work at Aberdeen Group, Karen managed the client services group at Bluestreak, a provider of advanced marketing data solutions for interactive agencies and advertisers, where she also managed the products and services technical support team. Previously, she held management positions with Triliteral LLC, Byers Engineering, and Mapcom Systems.

The Hunt Group

THG is a full service digital marketing services organization with in-house virtual and physical execution of all aspects of warehousing, fulfillment, direct response, Lettershop, communication and call centre services. We build online programs, interfaces and tools to manage and validate a wide range of consumer facing promotional offers along with significant front line care services to support most aspects of our client’s brand direct interaction with consumers, sales channels and partner organizations. THG hosts, manages and supports more than 50 highly customized URL’s including many Fortune 100 companies and government agencies. THG’s thegiftcardgroup.com site manages Corporate and Business-2-Business sales and customization services for gift cards from most leading national retailers and has just introduced its proprietary, open loop THE PROMOTION CARD™ prepaid cards from American Express® and MasterCard®, which are GUARANTEED In-Stock and can be quickly co-branded.

Dave Hunt, Chairman of Payments eXchange

Dave Hunt is the founder and President of The Hunt Group, a Mississauga based Digital Marketing & Fulfillment Services provider. Over the past 24 years, in this role, he has reinvented many business practices, innovated technological and logistical solutions for many notable marketing leaders, in Canada and the US.

Dave also serves as Chairman for Payments eXchange; a global membership-based group dedicated to education, best practices and exponential business growth in the gift card and prepaid industry in Canada. Dave’s credo is simple: “Work hard. Play hard.” He maintains a delicate balance between his 2 passions – his family and the business. Dave can be seen around the Beach Community, in Toronto and on Georgian Bay or the ski slopes in Collingwood with ‘his girls’, when he does manage to chill.


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