MPC - Money, Payments, Connections
Founder and Principal
Larry Berlin is founder and principal at Blue Point Advisory Services, a boutique consulting firm specializing in fundraising, strategy, marketing, board relations, accounting, and finance. He also works with Regiment Securities in private placements and related activities. Vertical areas include card processing, bank software, financial and consumer products, cloud services, government services, and food-related products. Larry has been a mentor/coach in the University of Chicago’s New Venture Challenge at the Booth School of Business since 2017, helping 30 student teams each year build businesses and gain funding from the venture community. Larry serves on multiple boards and charitable institutions and earned his bachelor’s and MBA degrees from the University of Chicago.
Natasha Royer Coons
Co-President
Advantix
Natasha Royer Coons is the founder of TeraNova Consulting Group a single source for the adoption, deployment and ongoing management of network convergence solutions for the enterprise. TeraNova’s IoT Connectivity and Smart SIM solutions combined with a full managed services offering assists both the channel partner and end clients to embark upon and complete the digital transformation of their organizations.
In July 2018, TeraNova’s managed mobility and expense management business unit merged with industry peer and leader, Advantix Solutions Group. As the Chief Revenue Officer at Advantix, Natasha is responsible for leading an elite corps of channel managers to pursue deep partner relationships with the channel community. Focused on a partner centric marketing strategy, Advantix will capture greater mind share for Mobility, TEM and IoT solutions by helping businesses focus on achieving their strategic initiatives while offloading the labor intensive aspects of IT and Finance to Advantix.
Kathy Crumley
Global Strategist, Partnerships & Alliances
Network & Edge Solutions Group
Intel
Kathy joined Intel in November 2016 to spearhead new innovations for the payments and fintech markets. In her current role as Global Strategist, Kathy is defining and charting the execution path for Intel’s strategy & growth plans focused on the Hospitality marketplace, while enabling a prestigious and integrated ecosystem of blue-chip ISVs and value chain partners that are crafting powerful AI based solutions rich in Intel DNA and ingredients. A key part of the overarching strategy and solution structure is activating embedded payments, where Kathy and key payment and fintech companies are building the ecosystem & infrastructure to support a myriad of payment modalities so consumers can pay as they wish.
Kathy lives in Phoenix, Arizona and has been married for 24 years to her husband Ken Schember. Kathy and Ken have two very active teenage children – Isabelle (18) and Nate (16). Isabelle will be attending McKendree University in the fall with academic and athletic scholarships awarded and will enjoy realizing one of her very early goals, which is to play lacrosse at the NCAA level. Nate will be a sophomore in high school this fall and prepping for another great year of competitive football.
Travis Dulaney
Co-founder & CEO
BalancedTrust
A highly accomplished senior leader who is successful in building and motivating dynamic global teams and delivering positive and meaningful change. Excellent analytical skills, keen attention to detail, ability to analyze situations, and research information to develop sound and ethical business solutions.
Entrepreneurial expertise with a history of accomplishments and know-how in the area of FinTech and, most especially, real-time payments. Continuously demonstrating repeated success leading the design, development, and implementation of strategic and business re-engineering and digital transformations. I am results-oriented and proactive in finding opportunities for improvement and delivery of digital strategy that delivers winning corporate solutions.
Will Hernandez
Media Strategist
BackBay Communications
Will Hernandez is a Media Strategist in the Financial Technology group at BackBay Communications in Boston. Prior to joining BackBay, Will covered the banking, fintech, and payments industries for 12 years, most recently as a technology reporter at American Banker. He also served as the editor for Mobile Payments Today for almost five years. Will graduated from St. John’s University in New York City with a B.S. in Journalism. Will started his 20-year journalism career as a sportswriter for a small newspaper in Eastern Connecticut
• Specialties include: global bank payments, real-time ACH, merchant acquiring, financial technology, core processing, digital, mobile banking
Shari Krasinski
SRVP National Sales Leader
U.S. Bank
Shari is a Treasury Management Sales leader with extensive experience in innovation and product co-creation. She has worked in financial services for 39 years in several disciplines. She has a Bachelors in Business Management , an MBA, holds a CTP (Certified Treasury Professional) and previously held a Series 6 license and CPCP (Certified Purchase Card Professional).
David Lott
Payments Risk Expert
Federal Reserve Bank of Atlanta
Dave Lott, a retail payments expert with the Retail Payments Risk Forum of the Federal Reserve Bank of Atlanta, has more than 40 years of retail banking and payments experience. At the Retail Payments Risk Forum, Dave assists payments stakeholders in researching emerging and existing payment systems, products, and risk mitigation strategies, with a focus on customer, transaction, and data security issues. With expertise in card and payment technologies, including ATMs, e-commerce, and call center delivery channels, Dave participates in several inter-agency and intra-Federal Reserve System working groups and has recently helped the ANSI X9A team develop a technical review paper on CNP fraud.
Jordan McKee
Director, Fintech Research & Advisory Group
S&P Global
Jordan McKee leads a newly formed fintech research and advisory group within S&P Global Market Intelligence’s Technology, Media and Telecoms (TMT) organization. As an analyst, his research focuses on digital payments and enterprise payments strategies. For nearly a decade Jordan’s research agenda has provided guidance on emerging technologies and disruptive forces impacting the end-to-end payments value chain. His research and analysis helps enterprises, investors, payment networks, issuing and acquiring banks, payment processors, and other payments industry stakeholders navigate change and market disruption.
Jordan joined 451 Research with the company’s acquisition of IT research firm Yankee Group, where he led the mobile money practice. Before joining 451 Research he worked at OnProcess Technology, helping telecom and financial services businesses improve their customer experience and service supply chain strategies. Prior to this he was a market researcher at FM Global, a Fortune 500 insurance company.
Jordan is listed on the Electronic Transactions Association’s Forty Under 40 list. He is frequently engaged by the media to share his insights and has been quoted in the Wall Street Journal, New York Times, Forbes, TIME, Businessweek and The Financial Times. He has also appeared on radio and television interviews with the Associated Press and CBS. McKee is a regular speaker at client and industry events, delivering keynotes and moderating panels at SXSW, Money20/20, Interop and ETA TRANSACT.
Additionally, Jordan is a Forbes fintech contributor and sits on the board of advisors for the Mobile Payments Conference. Jordan holds a bachelor’s degree with a concentration in marketing from Bryant University.
Peter Tapling
Managing Director
PTap Advisory, LLC
Peter Tapling is an advisor, board member and investor at the intersection of payments, risk, and emerging technologies. Prior to founding PTap Advisory, LLC, Peter acted as CCO for Spring Labs, CRO for Early Warning Services, and was founding CEO for Authentify. Peter is an advisor to the board of directors for LzLabs and on the strategic advisory boards for several fintech companies. Peter serves on the Board Advisory Group for the U.S. Faster Payments Council, the Board of Regents for The Payments Institute and as a technology advisor to the Board of Directors for ePayResources. Peter is an Accredited Payments Risk Professional and a member of the Association for Financial Professionals.
Greg Wilfahrt
Chief Mobility & Marketing Officer
AP Technology
Greg Wilfahrt is the Chief Mobility and Marketing Officer at AP Technology. He has been immersed in the marketing of mobility, payments, entertainment, and technology for 25+ years. Greg started and managed six start-ups, including a wireless communications company with nearly 60 million users, achieving mobile billing integration with wireless carriers in 187 countries. Author of the “Global Mobile Consumers Bill of Rights,” and co-author of AP Technology’s “Mobile Payments Bill of Rights,” Greg Wilfahrt’s commentaries on mobility, marketing, payments, content distribution, entertainment, and technology have appeared on/in CNBC Europe, FOX News, NY Times, Forbes, BBC, Businessweek, and other international news outlets. Greg has spoken at conferences such as AFP, CTIA, Global Mobile, NACHA Smarter Faster, Mobile Payments Conference, Mobile World Congress, Transact (by ETA), iHollywood Forums, Connections, and more.