EB SIG: Online Payments - Special Event



  • Mini-Exhibition (4-6PM) & Panel (7-9PM)


    Mark your calendar for Tuesday afternoon and evening, April 23rd, to attend a mini-exhibition and panel discussion regarding online payments. Top people from key organizations involved in online payments will be there to discuss the state of affairs in online payments and answer questions.

    This meeting is different from our usual meeting format. There will be table top presentations from 4:00 PM to 6:00 PM followed by a panel discussion from 7:00 PM to 9:00 PM. Food and beverages courtesy of Execustaff and Visa until 6:00 PM only in the exhibition room.

    Industry analysts will give a brief overview to introduce the panel discussion. Then, David Snyder, the former Product Manager for Internet Commerce at First Data Merchant Services, will direct a series of questions to the panelists and facilitate questions from the audience.


    Event Logistics


    Pre-registration is recommended -- space is limited!

    To use a coupon or register by phone, please call (408) 494-8378.



    University of California Extension

    55 Laguna

    San Francisco, CA 94102

    (See http://www.unex.berkeley.edu/loc/loc5.html for directions, transit, parking, etc.)


    4:00-6:00pm registration/networking/refreshments/presentations

    7:00-9:00pm panel discussion

    (Food and beverages during the exhibition are provided courtesy of ExecuStaff and Visa)



    $10 online/$15 at the door for SDForum members and affiliates

    $25 online/$30 at the door for non-SDForum Members



    Nicholas Theuriet, Vice President, eCommerce Product Development, Bank of America

    Nicholas is responsible for the eCommerce product strategy, development and implementation for BA Merchant Services, a merchant account provider for large and small businesses, in both the public and private sectors.

    A business manager, web and graphic designer, as well as a programmer, Nicholas' experience in the merchant acquiring business ranges from customer support and portfolio management to eCommerce product development. It is the combination of these skills that allowed him to manage the creation and implementation of end-to-end commerce enabled web sites and Bank of America's private labeled Internet Payment Gateway, eStores Solutions.

    What is eStores?

    Bank of America eStores is a simple and secure Internet commerce service that makes it easy for your customers to buy online.

    Who is it for?

    Bank of America eStores is both for merchants who don't yet have an online store and for merchants who do.

    What you can do with eStores?

    1) Create an online store.

    2) Get the tools you need to create an end-to-end solution. We'll help you create an online store, provide the shopping cart and process your customers' online credit card purchases.

    3) Add a shopping cart to your online store.

    4) Hook up your existing store so customers can purchase directly from your online store. With this service, we'll add a shopping cart and process your customers' online credit card purchases.

    5) Settle your online payments.

    Already have an online store and shopping cart?

    Add real-time credit card processing to your online store with a secure, easy-to-integrate solution for accepting and processing credit card payments online.


    Steve Klebe, Vice President, Strategic Alliances, Payment & Risk, CyberSource

    Steve has over 24 years of experience in strategic alliances, product marketing and sales of systems and services in the Electronic Funds Transfer (EFT) industry with over 7 of those years in the Internet Electronic Commerce arena.

    Early in his career he worked for the Atalla Corp.,(now a division of Compaq) to implement their EFT network security modules and Personal Identification Numbers (PIN) security based products in financial institutions. He subsequently joined VeriFone in 1985 as its 35th employee where Steve worked with leading west coast banks, drug stores, fast food chains & c-stores to implement some of the earliest merchant credit and debit POS systems. As Director of Volume Products, he managed VeriFone's high volume products . In his last position with VeriFone, he was responsible for coordinating all activities related to expanding the market for debit at the point of sale, as well as creating and managing the VeriFone Finance program.

    During 1994, he worked for Harmonic Systems (now a division of Alliance Data) which provides TCP/IP based networks to large retail chains to integrate their financial transactions and enterprise data needs. In 1995, he became the 4th employee of CyberCash where he was VP of Sales building the sales organization from 1 to 24 people and the customer base from zero to over 300 merchants, 45 banks, 7 major third party processors and 50 VARs generating over 1.5 million transactions.

    Now at CyberSource for over five years, he is responsible for developing strategic relationships with the key players in the payment and risk management industries as well as consulting inside and outside the organization on all payment and risk related matters. Strategic alliances have been forged with companies such as VISA International, Visa USA, GE Capital, First Data Merchant Services, Wells Fargo Bank, Paymentech and others. Steve has spoken at over 50 banking and computer industry conferences.

    Steve holds a Bachelor of Science degree with honors in marketing from Northeastern University in Boston, Mass.

    CyberSource Corporation is a leading provider of risk management and electronic payment solutions for enterprise businesses selling via multiple sales channels. CyberSource solutions manage transaction risk and enable electronic payment processing for Web, call center/IVR, and POS environments. CyberSource professional services designs, integrates and optimizes enterprise-wide commerce transaction systems. Over 3,000 businesses use CyberSource solutions, including over half of the Dow Jones Industrial companies. The company is headquartered in Mountain View, California, and has sales and service facilities in Japan, the United Kingdom, and other locations in the United States. For more information, please visit CyberSource's web site at http://www.cybersource.com or email [email protected].


    Gary R.Craft, founder and CEO, Financial DNA

    Gary R.Craft, CFA is the founder and CEO of Financial DNA, LLC (FDNA) and financialdna.com a research and advisory firm specializing in the E-Finance industry. FDNA has compiled a comprehensive E-Finance research database and uses this to assist E-Finance companies in their business development, mergers and acquisitions and strategic financial strategies.

    Gary previously worked at DB Alex Brown, E Offering and Robertson Stephens as an E-Finance analyst specializing particularly in Electronic Finance technologies and innovations. During that time, he helped E-Finance companies raise over $1 billion in equity capital and was involved as the lead analyst on the following E-Finance IPO and secondary equity transactions: Bottomline Technologies, Carreker Corporation, Fundtech, Knight Trimark, and Telebanc Financial (E Trade Bank). Prior to his Wall Street career, Gary held various management positions in banking (Citicorp Group) and insurance (Aetna and Cigna).

    Gary is a Chartered Financial Analyst and holds graduate degrees in business from the University of California, Berkeley and Economics from Trinity College. He speaks regularly on financial service innovations and was selected to present to the Subcommittee on Domestic and International Monetary Policy on the issue of electronic payment networks. Gary's weekly commentary can be found at www.financialdna.com.

    Financial DNA was founded by Wall Street and Internet professionals who are closely associated with the E-finance profession. The relevant experience of its founders covers capital raising, strategic planning, and technology platform development. The publishing model itself allows Financial DNA professionals to maintain their close affinity with the E-finance industry.

    James Van Dyke, Research Director and Senior Analyst, Jupiter Media Metrix

    Jim Van Dyke heads Jupiter’s financial services and payments team, which produces research and online measurement data for building succesful interactive financial services and payments initiatives. Prior to joining Jupiter, Van Dyke was the principal of a consulting company that provided strategic marketing services for technology ventures; served as the product director for an Internet encryption system used by Global 1000 commercial banking firms; provided Internet products strategy at Hewlett Packard, and launched a consumer-oriented Internet banking and payments system. His responsibilities have included the areas of strategy, marketing, product management, partnerships, market analysis and research, industry evangelism, training, and distribution channel development.

    Van Dyke has presented before the US House of Representatives, and has been quoted in The Wall Street Journal, Business Week, The Economist, Forbes, Dow Jones, USA Today, The New York Times, The San Francisco Chronicle, Financial Times, American Banker, CBS Marketwatch, ABCNews.com and Wired, and has appeared on CBS and CNN.

    Van Dyke holds a BS in Management and an MBA, and resides in the San Francisco Bay Area with his family.

    Jupiter Media Metrix is a global leader in Internet and new technology analysis and measurement, combining data and analysis to provide businesses with unmatched resources for understanding and profiting from the Internet.

    Jupiter Media Metrix was formed in September 2000 as a result of the merger of Jupiter Communications and Media Metrix, both global leaders and innovators in Internet research.

    Jupiter Communications, established in 1986, was the first research firm to cover the most essential dynamics of the Internet economy. Media Metrix pioneered Internet and Digital Media Measurement in 1996, and set the global measurement standard for Internet and Digital Media measurement.


    Jim McCarthy, Senior Vice President, Emerging Market Deployment - Visa U.S.A.

    Jim McCarthy, senior vice president at e-Visa, the electronic commerce division within Visa U.S.A., is the primary liaison to Visa's Member financial institutions and merchants. Working closely with Visa's Member banks and merchants, McCarthy evaluates their e-business initiatives and offers strategic counsel on how to execute the most effective e-commerce solutions for their customers.

    Prior to joining e-Visa, McCarthy worked at IBM where he served as the senior client representative to NationsBank. In that role, McCarthy was responsible for direct sales and account management including marketing, technology solutions, and the development of joint business strategies. McCarthy received numerous outstanding achievement awards at IBM, including IBM's Golden Circle Award in 1996.

    McCarthy earned a Bachelor of Science degree from the College of William and Mary in 1986 and attended the Graduate School of Bank Operations and Technology, BAI, at the University of Wisconsin in 1995.

    Visa is the world's leading payment brand and largest consumer payment system, enabling banks to provide their consumer and merchant customers with the best way to pay and be paid. More than 14,000 U.S. financial institutions rely on Visa's processing system, VisaNet, to facilitate over $915 billion in annual transaction volume - including more than half of all Internet payments - with virtually 100 percent reliability. U.S. consumers carry more than 375 million Visa-branded smart, credit, commercial, stored value and check cards, accepted at approximately 22 million locations worldwide. Visa has long led the industry in developing payment security standards, and has been named the most trusted payment brand online. Visa's people, partnerships, brand and payment technology are helping to create universal commerce - the ability to safely conduct transactions anytime, anywhere and by any device. Please visit http://www.visa.com for additional information.

    Table Top Presentations

    Acteva, Inc. - http://www.acteva.com/

    Acteva provides quick, easy and secure online registration and payment processing for event organizers. There's no risk and no up-front cost and organizers can start collecting event or class fees immediately. In addition, Acteva enables organizers to increase sales and attendance for their events or classes while decreasing administrative headaches.


    Bank of America (see above)

    CyberSource (see above)

    Financial DNA (see above)

    Jupiter Media Metrix (see above)

    Mollyguard - http://www.mollyguard.com/

    Mollyguard Corporation provides payment services for small- and medium-sized businesses. The Company's services are built on top of PayPal's (www.paypal.com, NASD: PYPL) robust and popular payment infrastructure and cater to particular vertical payment markets. The Company is focusing its attention on its second service, Mollyguard Events, which enables event holders to quickly and seamlessly collect registration fees online.


    Ontrac Consulting, Inc. - http://www.ontrac.com/

    Ontrac principals and consultants have been major contributors in the birth and growth of the payment systems industry. Formed in 1983, Ontrac develops products and offers consulting services.

    Ontrac principals were lead architects during the creation of a major credit card company’s authorization and debit card systems. The resulting systems have seen the credit card company through twenty-five years of remarkable growth in the number of end points serviced, transaction volume handled, and new services offered.

    Ontrac products include TranScan/8583 and PaST. TranScan/8583 is the first payment systems protocol and data analyzer for the ISO 8583 Financial Industry Standard and the more than 27 network-specific transmission dialects. Built initially for WAN or legacy protocols, the TranScan/8583 is now available for LAN-based protocols and is assisting payment systems and endpoints in their migration from legacy to IP connectivity. PaST is Ontrac’s Payment System Simulator and Test Tool. PaST runs on Unix and provides powerful multi-user, multi-threaded testing of a variety of payment system interfaces and processing roles.

    Ontrac is currently developing an ISO 8583 developer’s toolkit to simplify interfacing to the various payment gateways and their different ISO transmissions formats. The ISO Kit will provide software developers a generic interface, software library and ISO 8583 field compliance maintenance for parsing and building the various ISO 8583 dialects.


    Verisign, Inc. - http://www.verisign.com/products/payment.html

    VeriSign, Inc. (NASDAQ: VRSN) is the leading provider of digital trust services that enable everyone, everywhere to engage in commerce and communications with confidence. VeriSign's digital trust services create a trusted environment through four core offerings-Web presence services, security services, payment services, and telecommunications services-powered by a global infrastructure that manages more than five billion network connections and transactions a day.


    Visa (see above)

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