2008 Annual Client Conference

David Benning - Online Resources
Mr. Benning was co-founder of Integrated Data Systems a software and consulting firm acquired by Online Resources in 2005.

David Benning is a Vice President at Online Resources and responsible for Strategic Development in the Community Banking and Credit Unions division. Mr. Benning has both a software and hardware engineering background with 25 years of experience in networks, software design and communications systems. David has industry certifications from Microsoft, Novell, Cisco and 3Com.

Mr. Benning has spent the last two years immersed in the mobile banking and payments market. He is a regular speaker on the use of mobile technologies for banking applications at Industry conferences and users group meetings.

David Koning, CFA - Baird Associates
Prior to joining Baird in 2002, he was an equity analyst at Holland Capital Management and a commercial lender and commercial credit analysts at Comerica Bank. David received a BA in Mathematics and Business from Calvin College and a MBA with a concentration in Finance from the University of Chicago.

David has worked at Baird as a research analyst for five years, and today his coverage includes Fiserv, Jack Henry, Fidelity (and previously what was Certegy), Bisys, Open Solutions (until its acquisition) and Checkfree in the bank arena, as well as Global Payments in the credit card processing arena. He analyzes the finances, prospects, and strategy around these companies intently. He regularly presents on financial technology service trends.

Marc Riccio, President and Founder, Specialized Data Systems
Marc has over twenty-five years of providing innovative software and web-based solutions to Banks, Credit Unions and Mortgage Companies.

Prior to founding Specialized Data Systems in 1989, Marc worked for several technology firms as Sales Manager, Account Manager and Systems Analyst. His belief for implementing technology is to increase productivity, reduce costs, increase efficiency and improve customer service. This basic philosophy and message is the core reason for his company’s success and is why Specialized Data Systems has earned the business of 40% of Connecticut Banks.

Among his significant previous positions, Marc served as Senior Marketing Representative for FiServ-Connecticut (formerly Northeast DataCom) and worked in the Retail Banking and Systems group for Bank of America (formerly Colonial Bank).

Marc holds a Bachelors of Arts degree from St. Anselm College and a Master of Business Administration (MBA) degree from University of New Haven. He resides and is headquartered on the Connecticut shoreline with his wife and business partner, Kandi Riccio.

Gary Scott, Mountain Guide and Explorer - Keynote Speaker
Gary is a world-renowned professional athlete, mountain guide and explorer. His accomplishments include the fastest ascent of Alaska’s Mt. McKinley. He has attempted a world-record, non-oxygen, solo, one-day, speed ascent of 29,035’ Mt. Everest in 1991. Previously an extreme professional rock-climber who has led over 200 first ascents up to 5.12, Gary’s experience is extensive. His professional experience includes such prestigious positions as Sponsorship Coordinator for Colorado of the American Everest Expedition in 1990-91, the Deputy Director and U.S. National Team Manager of the Triathlon-Federation/USA, 1986-90, and the President and Expedition Guide for Challenge, Inc. New Hampshire,1986-88.

Spending over twenty years climbing the highest mountains in the world has given Scott valuable and unique insights into setting and achieving goals, overcoming fear, adapting to change, working with diverse “teams” of people under stressful conditions, and the internal motivation necessary to challenge oneself day after day. These lessons have shaped a philosophy he’s developed called Summit Strategies--The Ten Commandments of Conquering Life’s Mountains.

Mark Steinberg, Steinberg and Associates
Mark P. Steinberg is president and founder of Steinberg and Associates, Business Resource Consultants. Through speeches, training seminars, and executive coaching, Mark addresses the most critical issues associated with motivating workforces and increasing their productivity. Drawing upon his vast interdisciplinary expertise and outstanding presentation skills, Mark is able to design programs filled with business-relevant instruction. He has taught on the faculty of The City University of NY at Manhattan Community College, Queens College, and Hunter College, lectured at New York University, and has been the recipient of numerous honors for outstanding university teaching. He worked with the New York Board of Trade and The Research Foundation of The City University of NY before starting his consulting business.

New York University awarded Mark a Bachelor's Degree in Psychology with honors. He earned two Master's Degrees, with honors—one in Counseling Psychology with a specialty in interpersonal communication, and one in Business Administration with a specialty in corporate communication.

Sam Teague - Teague Compliance
Sam Teague established his consulting practice in June 1997 to provide regulatory compliance assistance to the financial services industry. His practice focuses on the impact of compliance issues on electronic data processing systems.

Prior to forming his own company, Sam was the Director of Regulatory Affairs for the Newtrend Division of Electronic Data Systems Corporation (EDS) located in Orlando, Florida.

Before joining EDS/Newtrend, Sam held a management position with FIS, Inc. (now Fiserv Orlando), a regional service bureau with 100 financial institution clients. Sam began his career with Price Waterhouse working on audit, tax and consulting engagements.

Sam holds a B.A. degree from Furman University in Greenville, S.C. and an M.B.A. degree from Stetson University in DeLand, Florida. He is also a licensed C.P.A. in the state of Florida.

John Waupsh, CEO, First ROI
John’s expertise spans both business-to-business and business-to-consumer endeavours and includes brand strategy, integrated marketing campaign development, Internet usability, search engine marketing, e-commerce usability and production, and email campaign execution.

John has had the infinite pleasure of extending his services to hundreds of community banks around the United States. In addition, he has provided marketing expertise to large corporations and brands such as: NIKE, Chicago Tribune, Motorola, Starbucks, Frye Boots, Atlantic Records, Paul Mitchell, CareerBuilder.com, Vidal Sassoon, et al.



Conference Conference Home Agenda FAQs Speakers Questions Registration Sponsorship Hotel Special Events Networking Reception Internet Cafe Wednesday Dinner Entertainment Area Attractions Directions Hotel Partners Expo	SPEAKERS David Benning - Online Resources Mr. Benning was co-founder of Integrated Data Systems a software and consulting firm acquired by Online Resources in 2005. David Benning is a Vice President at Online Resources and responsible for Strategic Development in the Community Banking and Credit Unions division. Mr. Benning has both a software and hardware engineering background with 25 years of experience in networks, software design and communications systems. David has industry certifications from Microsoft, Novell, Cisco and 3Com. Mr. Benning has spent the last two years immersed in the mobile banking and payments market. He is a regular speaker on the use of mobile technologies for banking applications at Industry conferences and users group meetings. David Koning, CFA - Baird Associates Prior to joining Baird in 2002, he was an equity analyst at Holland Capital Management and a commercial lender and commercial credit analysts at Comerica Bank. David received a BA in Mathematics and Business from Calvin College and a MBA with a concentration in Finance from the University of Chicago. David has worked at Baird as a research analyst for five years, and today his coverage includes Fiserv, Jack Henry, Fidelity (and previously what was Certegy), Bisys, Open Solutions (until its acquisition) and Checkfree in the bank arena, as well as Global Payments in the credit card processing arena. He analyzes the finances, prospects, and strategy around these companies intently. He regularly presents on financial technology service trends. Marc Riccio, President and Founder, Specialized Data Systems Marc has over twenty-five years of providing innovative software and web-based solutions to Banks, Credit Unions and Mortgage Companies. Prior to founding Specialized Data Systems in 1989, Marc worked for several technology firms as Sales Manager, Account Manager and Systems Analyst. His belief for implementing technology is to increase productivity, reduce costs, increase efficiency and improve customer service. This basic philosophy and message is the core reason for his company’s success and is why Specialized Data Systems has earned the business of 40% of Connecticut Banks. Among his significant previous positions, Marc served as Senior Marketing Representative for FiServ-Connecticut (formerly Northeast DataCom) and worked in the Retail Banking and Systems group for Bank of America (formerly Colonial Bank). Marc holds a Bachelors of Arts degree from St. Anselm College and a Master of Business Administration (MBA) degree from University of New Haven. He resides and is headquartered on the Connecticut shoreline with his wife and business partner, Kandi Riccio. Gary Scott, Mountain Guide and Explorer - Keynote Speaker Gary is a world-renowned professional athlete, mountain guide and explorer. His accomplishments include the fastest ascent of Alaska’s Mt. McKinley. He has attempted a world-record, non-oxygen, solo, one-day, speed ascent of 29,035’ Mt. Everest in 1991. Previously an extreme professional rock-climber who has led over 200 first ascents up to 5.12, Gary’s experience is extensive. His professional experience includes such prestigious positions as Sponsorship Coordinator for Colorado of the American Everest Expedition in 1990-91, the Deputy Director and U.S. National Team Manager of the Triathlon-Federation/USA, 1986-90, and the President and Expedition Guide for Challenge, Inc. New Hampshire,1986-88. Spending over twenty years climbing the highest mountains in the world has given Scott valuable and unique insights into setting and achieving goals, overcoming fear, adapting to change, working with diverse “teams” of people under stressful conditions, and the internal motivation necessary to challenge oneself day after day. These lessons have shaped a philosophy he’s developed called Summit Strategies--The Ten Commandments of Conquering Life’s Mountains. Mark Steinberg, Steinberg and Associates Mark P. Steinberg is president and founder of Steinberg and Associates, Business Resource Consultants. Through speeches, training seminars, and executive coaching, Mark addresses the most critical issues associated with motivating workforces and increasing their productivity. Drawing upon his vast interdisciplinary expertise and outstanding presentation skills, Mark is able to design programs filled with business-relevant instruction. He has taught on the faculty of The City University of NY at Manhattan Community College, Queens College, and Hunter College, lectured at New York University, and has been the recipient of numerous honors for outstanding university teaching. He worked with the New York Board of Trade and The Research Foundation of The City University of NY before starting his consulting business. New York University awarded Mark a Bachelor's Degree in Psychology with honors. He earned two Master's Degrees, with honors—one in Counseling Psychology with a specialty in interpersonal communication, and one in Business Administration with a specialty in corporate communication. Sam Teague - Teague Compliance Sam Teague established his consulting practice in June 1997 to provide regulatory compliance assistance to the financial services industry. His practice focuses on the impact of compliance issues on electronic data processing systems. Prior to forming his own company, Sam was the Director of Regulatory Affairs for the Newtrend Division of Electronic Data Systems Corporation (EDS) located in Orlando, Florida. Before joining EDS/Newtrend, Sam held a management position with FIS, Inc. (now Fiserv Orlando), a regional service bureau with 100 financial institution clients. Sam began his career with Price Waterhouse working on audit, tax and consulting engagements. Sam holds a B.A. degree from Furman University in Greenville, S.C. and an M.B.A. degree from Stetson University in DeLand, Florida. He is also a licensed C.P.A. in the state of Florida. John Waupsh, CEO, First ROI John’s expertise spans both business-to-business and business-to-consumer endeavours and includes brand strategy, integrated marketing campaign development, Internet usability, search engine marketing, e-commerce usability and production, and email campaign execution. John has had the infinite pleasure of extending his services to hundreds of community banks around the United States. In addition, he has provided marketing expertise to large corporations and brands such as: NIKE, Chicago Tribune, Motorola, Starbucks, Frye Boots, Atlantic Records, Paul Mitchell, CareerBuilder.com, Vidal Sassoon, et al.
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