Jim continues to distinguish himself in the financial services and electronic commerce arenas by:

• Chairing and being the keynote speaker at widely recognized conferences in the U.S., Europe, Middle East, Africa, Australia, South America and Asia Pacific communities, representing prominent companies such as: AIC Conferences, American Marketing Assoc., Center for Business Intelligence, CSU Card Systems, Diners Club International, Executive Enterprises, Faulkner & Gray, IBC Asia Limited Conferences, ICe. Internet Commerce Expo, ICM, IQPC, J.C. Penney Life Insurance Co., The McGraw-Hill Companies, World Congress and World Research Group
• Conducting workshops featuring issues and opportunities affecting the financial and electronic commerce industries today
• Contributing to national and international daily, weekly and monthly noted publications as a respected industry source
• Being selected for inclusion in a variety of national and international directories of Who’s Who in executives and professionals
• Maintaining the quality standards of membership in the Better Business Bureau

 

Credit Card Forum XIII
Thomson Financial
April 26 - 27, 2001, Washington, D.C.
Conference Chairperson
Speaker
Presentation Topic: Authenticating The Transaction:
Can Technology Validate The Consumer?

eCard 2001
Thomson Financial
March 26 - 27, 2001, San Francisco, CA
Conference Chairperson

American Marketing Association
Fourth Annual Business Day Conference
The Bridge To The Future
State University Of New York At New Paltz
March 10, 2000
Keynote Speaker
Presentation Topic: New E-Commerce Models

Direct Marketing Days in New York
Direct Marketing Student Forum
The McGraw-Hill Companies
November 5, 1999, New York, NY
Speaker
Presentation Topic:
How An Expert Makes Money On The Web

ICe / San Francisco 1999
Forward-Thinking E-Business Implementations
ICe. Internet Commerce Expo
October 18-21, 1999, San Francisco, CA
Speaker
Presentation Topic: New E-Commerce Models
To Go Where No Business Has Gone Before

Credit Cards In Latin America
Maximizing Profitability &
Minimizing Risk Of Issuing
World Research Group-A World Congress Affiliate
December 1-3, 1998, Miami Beach, Fl
Conference Chairperson

Card Marketing Conference ’98
Capturing The Customer Through Brand
Value Faulkner and Gray
November 9-11, 1998, Las Vegas, NV
Speaker
Presentation Topic: Cross-Selling:
Expanding The Customer Relationship

Commercial Card Conference ’98
New Strategies And New Opportunities
For Commercial Cards
Faulkner & Gray
June 8-9, 1998, La Jolla, CA
Speaker
Presentation Topic: Upscale Business Cards:
Platinum Hits Commercial Scene

Corporate Procurement Cards
International Quality And Productivity Center
May 18-20, 1998, Chicago, IL
Conference Chairperson
Speaker
Presentation Topic: A Corporation’s Perspective:
Why Should You Have A P-Card Program?

Client Conference 1998
Overview And Case Studies From
The U.S. Market
CSU Card System - Brazil
April 20, 1998, Miami, FL
Keynote Speaker
Presentation Topic: Case Studies - Co-Branding

Client Conference 1998
Overview And Case Studies From
The U.S. Market
CSU Card System - Brazil
April 18, 1998, Miami, FL
Speaker
Presentation Topic: Industry Update -
Private Label And DebitCards

Credit Card Forum X
Restoring The Luster To Card Profits
Faulkner & Gray
April 15-17, 1998, New Orleans, LA
Speaker
Presentation Topic: Promising Niches:
Prepaid Phone Cards

Latin America Merchant Acquiring
International Quality And Productivity Center
March 30 - April 1, 1998, Miami, FL
Conference Chairperson
Speaker
Presentation Topic: Pre-requisites For
Wide Spread Deployment And Acceptance
Of Credit Cards In Latin America

Database Marketing Strategies
IBC Asia Limited
March 5-6, 1998, Manila, Philippines
Workshop Instructor
Workshop Topic: Mining The Tools Of Profitability

Database Marketing Strategies
IBC Asia Limited
March 2-3, 1998, Singapore
Workshop Instructor
Workshop Topic: Mining The Tools Of Profitability

Corporate Procurement Cards
Pilot Programs To Advanced Applications
International Quality And Productivity Center
January 27-29, 1998, Atlanta, GA
Speaker
Presentation Topic: A Corporation’s Perspective;
Why Should You Have A Procurement Card Program?

Credit Card Marketing Conference ’97
Savvy Cardholders; Opportunity Or Nightmare?
Faulkner & Gray
November 16-19, 1997, Orlando, FL
Speaker
Presentation Topic: Supermarket Co-Branding;
Is It Worth Checking Out?

Retailer Card Forum ’97
Building Cards Into A Profit Center
Faulkner & Gray
September 14-16, 1997, Dallas, TX
Conference Chairperson
Speaker
Presentation Topic: Using Credit Cards To
Increase Your Retail Sales

Cross-Selling Through Multiple-Partner
Credit Cards
AIC Conferences
September 8-9, 1997, Atlanta, GA
Conference Chairperson
Speaker
Presentation Topic: Understanding
The Multiple-Partner Credit Card Concept

Retail Banking Service Delivery
AIC Conferences
August 26-28, 1997, Melbourne, Australia
Conference Chairperson
Speaker
Presentation Topic: Changing Customer
Preferences And Service Delivery Challenges-The
US Perspective

Cards Australia ’97
AIC Conferences
August 26-28, 1997, Melbourne, Australia
Conference Chairperson
Speaker
Presentation Topic: Marketing To The Consumer

Argentina Cards ’97
AIC Conferences
April 2-4, 1997, Buenos Aires, Argentina
Speaker
Presentation Topic: The Next
Revolution For Cards;
Future Trends And Challenges

Credit Card Forum IX
Finding High Growth Opportunities In A
High Risk Market
Faulkner & Gray
April 2-3, 1997, Miami, FL
Speaker
Presentation Topic: Global Growth
Opportunities -Asia

New Revenue Streams Through
Your ATM Network
World Research Group-A World Congress Affiliate
February 12-13, 1997, Miami, FL
Conference Chairperson

Advanced Card Technology ’97
Profiting From Advanced Card Applications
Faulkner & Gray
January 26-29, 1997, Los Angeles, CA
Speaker
Presentation Topic: Profiting From
Stored-Value Cards;
The Float Factor

Marketing to Asia Pacific
The Center For Business Intelligence
December 12-13, 1996, San Francisco, CA
Speaker
Presentation Topic: Maximizing Your Database
Marketing To Increase Credit Card Opportunities

Database Marketing Strategies
IBC Asia Limited
December 9-10, 1996, Hong Kong
Workshop Instructor
Workshop Topic: Mining The Tools Of Profitability

Payment Cards
Marketing Strategies To Stay Ahead Of
The Competition
IBC Asia Limited
December 4-6, 1996, Singapore
Conference Chairperson
Speaker
Presentation Topic: Co-Branding And Beyond;
Exploring New Directions In Today’s Market

Database Marketing Strategies
IBC Asia Limited
December 2-3, 1996, Singapore
Workshop Instructor
Workshop Topic: Mining The Tools Of Profitability

Cards Australia ’96
AIC Conferences
August 20-22, 1996, Sydney, Australia
Conference Chairperson
Speaker
Presentation Topic: Maximizing The Effectiveness
of Consumer Database Marketing?

Re-Engineering The Bank
AIC Conferences
August 14-15, 1996, Singapore
Speaker
Presentation Topic:
Relationship Marketing In Branch Banking

Latin Cards ’96
AIC Conferences
August 6-8, 1996, Santiago, Chile
Speaker
Presentation Topic #1:
 Potential Of The World Of Plastic Credit Cards
  In Latin America
Presentation Topic #2: Debit Card Co-Branding;
 A New Opportunity For Latin America

Credit Card Marketing
Alternative Sourcing Strategies
Executive Enterprises
July 22-23, 1996, Chicago, IL
Speaker
Presentation Topic: Maximizing The Effectiveness
Of Consumer Database Marketing

Commercial Card Conference ’96
Energizing Commercial Card Marketing
Faulkner & Gray
June 13-14, 1996, San Francisco, CA
Speaker
Presentation Topic: New Issuers;
Can A Corporation Issue To Itself?

Database Marketing Strategies
Profitable Practices For Credit Card Issuers
The Center For Business Intelligence
June 13-14, 1996, Chicago, IL
Conference Chairperson
Speaker
Presentation Topic: Maximizing The Effectiveness
Of Consumer Database Marketing

Credit Card Forum VIII
Winning The Battle For Market Share
Faulkner & Gray
April 30-May 3, 1996, Atlanta, GA
Conference Chairperson
Speaker
Presentation Topic: Global Strategies;
Tackling The U.K. Market

Latin American Card Conference
World Research Group-A World
Congress Affiliate
April 19, 1996, Miami, FL
Workshop Instructor
Workshop Topic: Sustaining Your
Co-Branding Card’s
Momentum In A Dynamic Market

Cards Asia ’96
Loyalty And Co-Branding
AIC Conferences
March 11-14, 1996, Singapore
Conference Chairperson
Speaker
Presentation Topic:
What’s Next For Co-Branded Card Marketers?

Credit Card Marketing Conference ’95
High Impact Marketing On A Low Impact Budget
Faulkner & Gray
November 29-December 1, 1995, Las Vegas, NV
Speaker
Presentation Topic:
Co-Branded Marketing; What Lies Ahead?

Vision Forum ’95
Focus On The Future
J.C. Penney Life Insurance, Co.
November 7, 1995, Dallas, Texas
Keynote Speaker
Presentation Topic: Future Of Credit Cards

Co-Branded, Loyalty & Affinity Cards
AIC Conferences
October 20, 1995, Taipei, Taiwan
Workshop Instructor
Workshop Topic: The Second Stage;
After The Launch

Co-Branded, Loyalty & Affinity Cards
AIC Conferences
October 18-19, 1995, Taipei, Taiwan
Conference Chairperson
Speaker
Presentation Topic #1:
 Customer Loyalty: Developing A
 Relationship Strategy
Presentation Topic #2:
 Implementing A Customer Loyalty Program;
 Expecting Higher Returns In The Long Run

Smart Card Strategies In Banking
World Research Group-A World Congress Affiliate
October 16-17, 1995, New York, NY
Conference Chairperson
Speaker
Presentation Topic: Future Of Smart Cards

EMEA Co-Branding Potential
Diners Club International
June 27-30, 1995, Evian, France
Keynote Speaker
Presentation Topic: Co-Branding:
Potential Opportunity For The
European, Middle Eastern And
African Marketplace

Cards Asia ’95
Customer Loyalty
AIC Conferences
May 17-18, 1995, Singapore
Conference Chairperson
Speaker
Presentation Topic: Rewards And Benefits;
Membership Has Its Privileges

Co-Branded Alliances
AIC Conferences
May 17, 1995, Chicago, IL
Workshop Instructor
Workshop Topic: Sustaining Your
Co-Branded Card’s
Post-Initiation Momentum

Co-Branded Alliances
AIC Conferences
May 15-16, 1995, Chicago, IL
Conference Chairperson

Credit Card Forum VII
How the Squeeze on Spreads
is Changing the Card Business
Faulkner & Gray
April 26-28, 1995, San Diego, CA
Speaker
Presentation Topic: Profitable Innovations;
New Sources Of Fee Income

Co-Branded Debit And Smart Cards
AIC Conferences
April 19-20, 1995, Jakarta, Indonesia
Conference Chairperson
Speaker
Presentation Topic #1:
 Co-Branded Cards; Are They Worth
 The Effort?
Presentation Topic #2: Steps in Co-Branding;
 Forming A Strategic Alliance

Designing An Effective Strategy For Developing
And Marketing Co-Branded Card Programs
ICM Conferences, Inc.
April 18-19, 1995, Chicago, IL
Conference Chairperson
Speaker
Presentation Topic: Countdown To An
Effective Launch

Co-Branded Credit Cards
AIC Conferences
February 24, 1995, Atlanta, GA
Workshop Instructor
Workshop Topic: Sustaining Your
Co-Branded Card’s
Post-Initiation Momentum

Co-Branded Credit Cards
AIC Conferences
February 22-23, 1995, Atlanta, GA
Conference Chairperson
Speaker
Presentation Topic:
An Overview Of The Co-Branding Phenomenon

Customer Loyalty & Co-Branded Credit Cards
AIC Conferences
December 1, 1994, Bangkok, Thailand
Workshop Moderator
Workshop Topic: The Critical Success Factors Of
An Effective Co-Branding Program

Customer Loyalty & Co-Branded Credit Cards
AIC Conferences
November 29-30, 1994, Bangkok, Thailand
Conference Chairperson
Speaker
Presentation Topic: Is Co-Branding Solely
The Marketing Department’s Concern?;
How To Convince Management To Embark
On A Co-Branding Program

Strategies For Implementing
Co-Branded Credit Cards
AIC Conferences
September 21-22, 1994, New York, NY
Conference Chairperson
Speaker
Presentation Topic: The Co-Branding Partnership;
Forming A Strategic Alliance

Credit Card Marketing Conference ’93
Keys To Co-Branded Success
Faulkner and Gray
November 10-12, 1993, Phoenix, AZ
Speaker
Presentation Topic: The GE Card: Lessons
To Launch By


Speeches And Workshops

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