Since 2008, the CPI advisory boards have played a key role in setting the direction and agenda for CPI’s activities. Industry thought leaders from leading commercial cards and payments organizations meet several times a year to provide input and discuss key issues facing the industry, and more specifically, how it relates to the Middle Market. The CPI advisory boards have been instrumental in setting the direction of the organization and providing guidance to the industry. Members include thought leaders from all parts of the commercial payments value chain.
VP Commercial Product Sales, MastercardDavid joined Mastercard in June 2015 and is a Product Specialist on the North American Commercial Product Team, focused on helping Issuers with commercial strategy, connecting customer needs with commercial products and solutions and increasing market awareness.Previously, David spent 5 years at WEX managing their Relationship Management Team and Partner Acquisition strategy and 15 years with US Bank standing up their Fleet strategy and program. David lives in Texas with his wife, son and daughter.
SVP, Head of Commercial Card Product, Citizens Commercial BankingRay joined Citizens Financial group in December 2017 and leads the Commercial Card product strategy encompassing core product management, development, and payables. Ray leads a number of initiatives to drive competitive differentiation for Citizens and more importantly, value for its Commercial Banking customers. Ray’s team is also responsible for strategic product roadmaps across traditional card, virtual card, spend reporting tools, and supplier enablement.Previously, Ray served as the lead of Commercial Products at Mastercard in North America managing Product development and management initiatives for the small business, mid-market, large market and public-sector segments. Ray was charged with developing a differentiated product strategy across a host of Commercial Card assets. In addition to Product, Ray also led Mastercard’s relationships with a number of issuers including JPMorgan, WEX, HSBC, and Citizens spanning credit, debit, prepaid, cobrand, and commercial card portfolios. Ray lives in Connecticut with his wife and 2 daughters.
|Leigh Hocker Radtke
Vice president, Head of North America product Visa Business Solutions, Visa
SVP, Bankcard Commercial Card Manager, Zions BankJared is the Division Manager over Commercial Card Products and Services for Zions Bancorporation. His team includes sales, account management, implementations, sales support, operations, product development and reporting functions, in addition to shared risk/credit oversight. He has 18 years of experience in the Commercial and Business Card industries. Prior to joining the Zions in 2010 to build their Commercial Card program, he served GE Capital Financials Commercial and Business Card divisions for 10 years in a variety of roles, including Account Management, In-house Card Program Administration, and Servicing. He is a father of two, movie buff who has seen every Best Picture Oscar winner, and a self-described “Lego maniac”.
SVP, Commercial Card Director, Umpqua Bank.Tony came to Umpqua Bank through the Sterling Bank merger in 2014 and has been with the combined companies for 12 years leading and growing the bank’s card based payments business. He currently oversees the bank’s credit card programs and includes a combination of in house and agent programs to support the bank’s commercial and consumer banking units. Tony began his career in 1992 with West One Bank and has held various roles at US Bank, Wells Fargo, and local community banks and has over 20 years of experience in payments, cards, and acquiring business lines. Tony graduated from University of Oregon, Northwest Intermediate Banking School, and the ABA School of Bankcard Management. Tony lives in Portland Oregon with his wife and 3 daughters.
SVP, Boost Payment Solutions
Stephen Cohen is Senior Vice President of Boost Payment Solutions, the only acquirer in the United States focused exclusively on business-to-business electronic payments. In his role at Boost, Stephen is a key player in business development and strategic business activities for the company and manages relationships with commercial card issuers, middleware players and large corporate customers where he works with both Accounts Payable and Accounts Receivable teams to optimize commercial card acceptance. Prior to joining Boost in 2010, Stephen was the founder, president and CEO of Brillian Technologies, LLC, a provider of wireless payment technologies and other innovative solutions to the restaurant and hospitality industries. Prior to Brillian, he was a founder and COO of Fastcorp, the leading ice cream vending machine manufacturer in the world. Mr. Cohen began his career as a management consultant at Bain & Co after receiving dual degrees from The University of Pennsylvania and The Wharton School of Business in Philadelphia, PA.
Managing Partner, Windward Strategy
Frank Martien formed Windward Strategy, Inc. in October 2020 to provide strategy consulting with a focus on B2B payments settled on card rails. Frank began his post-MBA career in 1996 with First Annapolis Consulting, Inc. (“FA”). While at FA, Frank focused on card strategy, launch, and optimization for networks; national and regional financial institutions; technology companies; and private equity firms in the U.S., Canada, Europe, and Latin America. Frank was named an FA equity Partner in 2006. Following the acquisition of FA by Accenture in March 2017, Frank continued to serve clients as a Managing Director and payments expert at Accenture through October 2020 with a focus on commercial, business, and consumer payments settled on card network rails. Frank is well known and trusted in the B2B payments industry.
Principal Consultant, N Brook Advisors