User Conference Speaker Bios
User Conference Speakers
- Lawler Kang, Ingage, Inc.
- David Walker, ECCHO
- Phyllis Meyerson, ECCHO
- Ellen Heffner, ECCHO
- Jodi Pratt, Jodi Pratt & Associates
- Carl Bortol, Data Support Systems
- Rob Stewart, MTS Software Solutions
- Ed McLaughlin, RemoteDepositCapture.com
- George Bryan, Correct Claims Now
- Bryan Bruton, Correct Claims Now
After 15 years of corporate and entrepreneurial leadership, Lawler was on vacation and (being a recovering consultant) started doodling a process that became the genesis of his current work. Soon thereafter, he walked away from empire building, wrote Passion at Work (Pearson Prentice Hall), and founded Ingage, Inc., whose mission is aligning leaders, teams, and talent to emotionally engage with their work.
Speaking/consulting clients include: Cisco, Google, Oracle, Microsoft, Yahoo, Booz Allen Hamilton, Pfizer, Business Marketing Association, Vistage, Young President’s Organization, SHRM, Business Objects, Stanford School of Medicine, Harvard Business School, Columbia Graduate School of Business, and the MIT Sloan School of Business.
His past endeavors have included:
- Leading the successful turnaround of three technology/services and biotech firms
- Serving as Engagement Manager, and then growing the Northeast Practice of Scient, a technology consultancy, to ~100 colleagues; recorded the highest colleague satisfaction and lowest attrition rate of 11 global offices
- Mergers & acquisition, brand identity, and internet strategy consulting
- Executive searches (CXOs, Presidents, VPs) to enable revolutions in technology and services businesses
- Running global supply chain operations for a Japanese chemical concern
- Founding a socially responsible import firm out of Yogyakarta, Indonesia and an internet services firm
He has been quoted in virtually every major business publication and has appeared on many major broadcast networks.
Lawler is a graduate from The Wharton School of the University of Pennsylvania and Vassar College.
View Lawler Kang's video for more information on the Ingage process.
David Walker is President and CEO of the Electronic Check Clearing House Organization (ECCHO), a not for profit national clearinghouse with a focus on enhancing the check payment system. Under his direction, ECCHO’s membership has grown to more than 3,000 financial institution members. He participated in almost every aspect of the development and passage of Check 21, including participation in the Presidential signing. This work led to his recent designation as one of the top ten innovators of the decade by Bank Systems & Technology (July 2011).
Mr. Walker has more than 30 years in the banking industry and has held senior management positions with Carreker Corporation and First Republic Bank where he managed wire transfer, ACH and balance reporting. His responsibilities included operations, IT, daylight overdraft and product management.
Mr. Walker is a graduate of the Southwestern Graduate School of Banking and earned a BA in Economics from the University of Texas of Austin.
Phyllis Meyerson, Executive Vice President with ECCHO, specializes in payment systems with a current focus on image exchange. Her primary functions include supporting ECCHO's Operations Committee and Board of Directors as well as conducting research and developing rules and standards for ECCHO.
Ms. Meyerson chairs an X9AB standards work group that develops/maintains the standards for image exchange and currently serves on NACHA's Electronic Check Council Steering Committee.
Her previous experience includes Carreker Corporation (now part of Fiserv), Bank of America and JP Morgan Chase. She holds MBA, MS and BS degrees and is a permanent Certified Cash Manager (CCM) and Accredited ACH Professional (AAP).
Ellen Heffner is the Director of Product Management with ECCHO and manages the Education function for the organization. She provides educational support in a variety of training formats for all ECCHO members and sponsors on topics ranging from the need for rules for check image exchange to general rules questions and industry trends relating to the exchange of check images.
Ms. Heffner is actively involved in the development and delivery of a national training program for ECCHO’s National Check Payments Certification (NCPC) program. She previously chaired the National Paper Rules project in early 2002 which resulted in the “Uniform Rules for Paper Check Exchange” that were released in January 2004.
Actively involved in payments systems since 1983, Ms. Heffner holds a degree in Management Information Systems and has over 25 years of banking and payment systems experience. She has held management positions with financial institutions in several states as well as senior product management positions with Carreker Corporation (now part of Fiserv) and with predecessor institutions of Bank of America.
Jodi Pratt & Associates
With more than 35 years of experience in retail bank operations and technology development, Jodi has worked exclusively on fraud and risk management issues for nearly two decades, beginning at Bank of America in 1992, where she created their initial Liability Risk Management function.
Since leaving Bank of America in 1996, Jodi has worked both as an independent consultant and commercial solutions vendor. As a consultant, she helps financial institutions refine and update their fraud prevention programs through a unique “fraud assessment” process which addresses their strategic direction, organizational structure, policies and procedures and technological support. Also, she provides educational programs to keep fraud risk professionals up-to-date on existing and emerging trends and fraud prevention techniques. From 2001 to 2005, Jodi was Risk Management Practice Managing Principal with Carreker Corporation, responsible for developing, implementing and supporting many of the market’s leading risk management products.
As a pioneer and leader in the fraud risk field, Jodi’s involvement in fledgling industry efforts over the years has contributed to a number of national shared utilities in fraud and risk management, which are known today as: American Bankers Association Deposit Fraud Survey, Early Warning Services Identity Chek and Deposit Check products, BITS Fraud Working Group, and a number of trade associations’ conferences and fraud risk education programs. She continues to innovate, working with analytic, image and biometric solution vendors as they develop new fraud risk and fraud prevention capabilities for emerging needs. She is also currently working on a consumer-oriented fraud education program. In addition, Jodi is a consulting expert for the Santa Fe Group Fraud Practice, a consulting partner with Global Payments Experts and is often engaged as an “Expert Witness” in bank operations and fraud for legal matters.
Jodi is frequently a speaker to industry groups worldwide on fraud detection, prevention and risk management and has written many articles and white papers on risk issues. She holds an MBA from California State University, Hayward, CA.
Data Support Systems, Inc. (DSS)
Carl Bortol is the President of Data Support Systems, Inc. (DSS) a more than 50 employee strong company that he and his wife Karen founded in 1987. Headquartered in Omaha Nebraska, Carl (a programmer at heart) has directed DSS to the leadership position it now enjoys in the world of software solution delivery for the Back Office Payment Automation area. Carl is a lifelong resident of Omaha where he and Karen are actively involved in their community and University of Nebraska Athletics with their two married daughters, son and beautiful Granddaughter.
MTS Software Solutions
Rob Stewart, Director of Business Development for MTS Software Solutions (AMI Imaging & PMI Image Systems), has worked in various sectors of the financial industry, with a current focus on national accounts, including vendor relationships, top tier financial institutions, and Fortune 500 organizations. Rob has 28 years of experience in the software and computer services industry, including banking and insurance. The past 26 years have been in the banking industry, where Rob brings a great deal of knowledge in the intricacies of distributed payments capture as they apply to comprehensive workflow integration. In addition to a successful sales and marketing career, accomplishments include extensive experience in the development, design, and support of various transaction processing related applications and hardware offerings.
Prior to joining MTS in May 2008, Rob was a Senior Sales Executive with Wausau Financial Systems, Payment Solutions group since 1997 and prior to that was employed as a Senior Relationship Manager at Fiserv in their imaging business unit. Previously, he was Regional Marketing Manager at Carreker & Associates, focused on financial software sales. He also worked for Newtrend (Formerly UCCEL Corp. and Computer Associates), a financial services software firm, in various roles including system consulting, marketing, and sales, primarily focused on transaction processing.
Ed has over 25 years executive level experience in product/project management, life cycle management, sales, and technology leadership from business requirements definition through technology assessment and product development. Prior to joining RemoteDepositCapture.com Ed was with NetDeposit. Ed joined NetDeposit in 2002 and has been involved in Remote Capture since then working with a number of the largest banks in planning, implementing and rolling out remote capture systems. Ed has extensive expertise in the areas of Check 21, ACH (ARC/BOC), risk management and other imaging based applications.
Correct Claims Now
Since moving to Texas form Ohio in 1986, Mr. Bryan has been engaged in the printing industry and has owned and operated three different printing companies with combined annual sales of $8,000,000. Anticipating the decline in traditional printing as a result of technological advances, he began to explore, beginning in 1995, the electronic scanning, storing and retrieving of documents for large scale commercial use. Since such time, he has logged over 31 billion images. In conjunction with Bryan Bruton, with whom Mr. Bryan has enjoyed a sixteen year relationship, he is currently performing electronic document management and archiving for the health care industry with his latest venture, Correct Claims Now.
Mr. Bryan graduated from “The Ohio State University” with a BSBA in Economics and a minor in Marketing. He has an “MPA” graduate certificate from Ohio University.
Mr. Bryan resides in Dallas with his wife and three daughters. He enjoys spending time with his family, refereeing basketball, participating in competitive fishing and maintaining a small ranch in Purdon, Texas.
Correct Claims Now
As Chief Officer and Co-Founder of Correct Claims Now, Bryan Bruton has developed solutions for the healthcare remittance and payments markets including EOB conversion to ERA, ERA\EFT matching and denial and contract management.
As Chief Technology Officer and founder of eGistics, Bryan was intimately involved in the creation of the Company's operational and archive platforms, as well as proprietary software. He was responsible for directing, planning, and managing the Company's information and security systems and software development. His archive products served the top billers, banks and remittance processors in the United States.
Bryan is an expert in imaging, file formats and server/storage hardware. His vision for network design, imaging operations and solutions, industry knowledge and technical sales support make him uniquely qualified to bring cutting-edge technology to data management. Bruton has served as a committee head at Texas Commerce Bank (now Chase Manhattan Bank) developing and implementing image solutions.
Bruton earned his Bachelor of Science from Texas A&M University.