January 2020, Issue 15

cbsi Talking Business 2019 Highlights and Interviews

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,


Kenneth G. Kraetzer
Vice President

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.
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.
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 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".
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
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.
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.
As panelist at Card Forum session: "How do the most Admired Card Issuers Create the Perfect Customer Journey" in New Orleans
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.
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.
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
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
Credit Card Writer
California based travel, credit card writer Eric Rosenberg at CardCon media gathering on September 9th in Washington, DC
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.
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.
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,
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.

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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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