Page 9 - 2019 Forum CE Brochure
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HAVING TOUGH CONVERSATIONS IN THE CREDIT CARD LANDSCAPE
THE WORKPLACE Brian Storey, Business Development Manager
Jackie Rolow, EVP and Chief Talent Officer
This session begins with an overview of the competitive credit card landscape and explains
In this session, Jackie will explain how to conduct tough the challenges of entering the market, such as market domination by large financial
conversations at work, build communication skills and enhance institutions. Brian will explain why SHAZAM decided to put our hat into the credit card
relationships — leading to better business performance. You’ll ring and how we’ll be able to help grow your portfolio. Finally, he’ll explain the difference
learn how to identify underlying differences in work styles, goals, between a credit card agent program and SHAZAM’s solution.
and power dynamics and change the way you view conflict. As a
bonus, Jackie will provide practical tools to help you prepare for
your next difficult conversation and make sure you choose words
that won’t alienate the other person. FIRESIDE CHATS: MAKING COMPLIANCE SIMPLE TO
UNDERSTAND
Kristie Anker, Compliance Analyst, Amanda Holmgaard, SVP Risk
5 QUESTIONS TO EVALUATE YOUR and Compliance + Kim Stock, Sr. Compliance Analyst
PAYMENTS PROGRAM Compliance can be a difficult and frustrating subject. In this session, Kristie, Amanda and
Kim will share their expertise on BSA/AML, consumer protection and mortgage compliance.
Dan Heimann, Head of Enterprise Brand Strategy They’ll explain compliance jargon in layman’s terms so you walk away with a better
understanding of the compliance world!
Based on information from the Federal Reserve’s annual survey, it
may be time to review and evaluate your card payments program.
Segmenting payments into signature and PIN buckets is, frankly,
outdated. Understanding the difference between fixed rates and
percentages helps determine how routing matters. KEEPING YOUR DATA OFF THE DARK WEB: A DEEP
DIVE INTO SOCIAL ENGINEERING
Ben Hayden, Risk Services Manager
As social media and other technology expand our personal and professional network, the
BEYOND PUBLIC RELATIONS: CREATE potential threats to your institution grow as well. Ben will explore how easily accessible
AN ENVIRONMENT WHERE BUSINESS personal information can be used against employees, explain how that information can be
AND COMMUNITIES JIVE used to exploit physical and virtual weaknesses at your organization and introduce easy
solutions to mitigate threats from ever-growing social engineering scams.
Patrick Dix, Vice President of Strategic Alliances
Details coming soon.
shazam.net/forum 8
