January 2020, Issue 15

cbsi Talking Business 2019 Highlights and Interviews

Happy New Year, hope you had great holidays.

We were delighted this past year to work with a number of trade and professional organizations in areas of banking, insurance, direct and digital marketing, travel, customer service, contact centers, privacy...

"Artificial Intelligence" effectively was a constant topic, so were "Mapping Customer Journey", "Assisted Self Service", "Chat bots", "Voice Activated Search", "Robocalling", "Regulatory" and "Customer Privacy".

Highlighted below are some of the video interviews we did with business partners, speakers and hosts of a number of 2019 events. If you have a topic or trade event you would like to discuss, just call, text, email, message thru LinkIn works well.

We are proud through our interview initiative to highlight the work our cbsiServices team does everyday to provide benefit programs and manage customer service in the payments field while helping us all keep up with evolving technology, practices, and trends. See you soon,

Ken

Kenneth G. Kraetzer
Vice President
@KenKraetzer
914-450-9554

Bruce Biegel

Winterberry Group

Bruce Biegel, Senior Managing Director at New York City based Winterberry Group presented his 2019 Industry Forecast to members of the Direct Marketing Club of New York on January 17th. The talk covered changes in spending for traditional and on-line media in 2018 and trends he sees for 2019.

David Allison

ValueGraphics

Vancouver, Canada based David Allison is the author of a new text, "We are All the Same Age Now, Value-Graphics, the End of Demographic Stereotypes", a Top 10 Inc. Magazine leadership book. The founder of the ValueGraphics database, also partner at Global Treefort LTD. David spoke on panel of the Direct Marketing Club of New York.

Don Neal

360 Live Media

Don Neal is CEO and founder of Washington DC based, 360Livemedia.com, focuses on "Accelerating Associations". Don is an advocate for the importance of participating in live events, the "Original Social Media" as he calls it, having a presence in Washington, DC and being a "Media savvy organization" with platforms that can better impact influencers and legislators.

AI Specialists

AI Data Privacy Seminar

Panelist Highlights: Reid Blackman Ph.D CEO of Virtue, has taught at Colgate University. Jennifer Shin: Founder of 8 Path Solutions, a NY based data science, analytics - tech company. Raz Choudhury CEO of SAM.ai brings AI capability to mobile devices. Moderator: Xena Ugrinsky, CEO of GenreX Consulting, prior Booz Allen Hamilton and KPMG, author "Enterprise AI - Your Field Guide to the New Business Normal".

Ramon Ray

Smart Hustle

Key message at Ramon Ray's high energy #Smarthustle conference in NYC on Friday, a gathering of entrepreneurs and small business owners. Some of the key points of the day: 1. Being a leader 2. Have a "Back story", compelling reason for starting the business 3. Adding first employees 4. Delegate, focus on running the business 5. Importance of pricing to build revenue 6. Be a lifetime learner

Sonia Occhionero

Young Professional Award

The Hudson Valley Direct Marketing Association presented a Young Professional Award to Sonia Occhionero of Merit Direct at its 2019 Holiday Luncheon. Originally from Canada, Sonia is a graduate of Manhattanville College where she played ice hockey and soccer. At Rye Brook, NY based Merit Direct she serves as a Pinnacle Account Manager.

Mariah Hunt

Direct Marketing Association

Mariah Hunt, President of the New England Direct Marketing Association highlights topics at conferences held in May and December at Bentley University in Waltham, MA.

Michael Marx

Visa

As panelist at Card Forum session: "How do the most Admired Card Issuers Create the Perfect Customer Journey" in New Orleans

Terri L. Bartlett

Marketing Edge

Terri L. Bartlett, President of Marketing Edge highlights the Award winners at the Marketing EDGE Awards dinner on June 3rd. Gala event honored top digital marketing leaders at Chelsea Piers in NYC.

Privacy Summit

Acxiom & DMCNY

Acxiom and the Direct Marketing Club of New York cohosted a Privacy Summit in New York City. Moderator Michele Fitzpatrick of Acxiom Panelists: Jordan Abbott of Acxiom, Fatemeh Khatibloo of Forrester, Sheila Colclasure of Interpublic Group.

Mathew Kenyon, Cristina Baluyut

Hudson Valley DMA

Cristina Baluyut, Sr Director of Digital Marketing at Forbes Media, Mathew Kenyon Sr. Sales Director, Enterprise Platform Sales at LiveIntent highlight the Hudson Valley DMA June 5th, 2019

Rebekah Johnson

Numeracle

Growing concern that remedies to reduce "Robocalls" blocks major account brands such as card issuers from reaching their customers, discussion with telecom expert Rebekah Johnson CEO of Washington DC based Numeracle.com in Washington DC on 20190506

Eric Rosenberg

Credit Card Writer

California based travel, credit card writer Eric Rosenberg at CardCon media gathering on September 9th in Washington, DC

Marsha Gordon

Business Council of Westchester

Marsha Gordon is CEO, President of the Business Council of Westchester host of the Westchester Business Expo. Expo attended by 1,500 area business execs.

Highlights

NYTimes Travel Expo

Ken Kraetzer tours the NY Time Travel Expo speaks with reps about travel destinations both international and domestic, new theme parks like Legoland, and ways to make traveling a lot easier.

Michael Piacentini

Avaya Enterprise

Michael (Mike) Piacentini, Eastern Region sales leader working with Avaya Enterprise, describes the technology which can help brands serve their customers, a proud veteran of US Army,

Jessica Radetsky, Frank Shankwitz

C-Suite Network Conference

Jessica Radetsky founder of Broadway Hearts, a group which performs music at children's hospitals and Frank Shankwitz, a cofounder of Make-A-Wish at C-Suite Network Conference in New York City.

View the Archives

cbsi Vice President, Ken Kraetzer, often conducts interviews with several leading business executives, entrepreneurs and industry thought-leaders. His "Talking Business" section provides important information on trends in various industries. Sign up for the "Talking Business" email to be sure to receive the news as it appears.

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