EVENT GUIDE

10:00-10:30 a.m.Welcome & Introductions

Jessica Wine, Cloud Enterprise Payments Business Executive, Paymetric; Dan Reeve, Director of Sales and Business Development, Esker

10:30-11:45 a.m. Overcoming the Negative Business Impact of a Manual Customer Service Environment

Adrian Posteraro, Managing Director, CSAT Partners LLC

12:45-1:45 p.m. Assa Abloy Case Study: Opening the Door to Sales Order Automation

Brieanna Cifaldi, eBusiness Coordinator, Assa Abloy

1:45-2:00 p.m.Bridging the Gap in the Order-to-Cash Cycle: Document Presentment

Jason Anderson, Business Development Manager, Esker

2:00-3:15 p.m.

How Lenovo Launched its Business Globally, Partnering with Paymetric for Secure Enterprise Payment Acceptance to Automate and Manage its Payment Ecosystem

Dennis Culin, Director, Strategic Projects, Lenovo; Jessica Wine, Cloud Enterprise Payments Business Executive, Paymetric; Stewart Comrie, VP of Solutions and Business Development, Paymetric

3:30-4:30 p.m.Panel Discussion: Trends in Payments & Lowering Acceptance Costs

Paymetric, Vantiv, Visa

4:30-5:00 p.m. Open Q&A; Meeting Conclusion

5:00-7:00 p.m. Networking Happy Hour with Heavy Appetizers

OPTIMIZE YOUR ORDER-TO-CASH CYCLE FROM BEGINNING TO ENDWednesday, August 17, 2016Angus Barn | Raleigh, North CarolinaSponsored by Esker, Paymetric, Vantiv and Visa

EVENT GUIDE

AGENDA AT A GLANCE

LUNCH [11:45 a.m.-12:45 p.m.]

BREAK [3:15-3:30 p.m.]

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OVERCOMING THE NEGATIVE BUSINESS IMPACT OF A MANUAL CUSTOMER SERVICE ENVIRONMENT

10:30-11:45 a.m. | Adrian Posteraro, Managing Director, CSAT Partners LLC

As the former Director of Global Customer Support & Satisfaction at MEDRAD Inc. — a winner of the Malcolm Baldrige National Quality Award — Adrian Posteraro understands how a successful customer service (CS) organization should operate.

Hear Adrian share his previous experiences on how the lack of an order processing automation solution impacted the entire organization, and why they were forced to address the pains of a manual CS work environment, including: § Inability to scale and support business growth § Increased order processing error rates § Financial impact of errors on credit, collections and cash flow § CSR productivity stressors and challenges § Not meeting compliance requirements

About Adrian Posteraro Adrian’s experience spans 28 years in global customer support, customer satisfaction,

technical services operations and organizational effectiveness. Adrian is now the Managing Director of a consulting firm, called C-SAT Partners, and leverages his best practice process knowledge to help organizations achieve greater levels of customer satisfaction and loyalty.

ASSA ABLOY CASE STUDY: OPENING THE DOOR TO SALES ORDER AUTOMATION

12:45-1:45 p.m. | Brieanna Cifaldi, eBusiness Coordinator, Assa Abloy

The ASSA ABLOY Group is a Swedish lock manufacturer, and the world’s largest by sales volume. In 2010, ASSA ABLOY undertook a global initiative to make its business processes more seamless, starting with order processing. ASSA ABLOY eventually selected Esker’s on-premises Order Processing automation solution to achieve its goals. Today, ASSA ABLOY has moved to the cloud in order to facilitate even greater levels of efficiency by simplifying user training and providing each user with valuable Key Performance Indicators (KPIs) at the click of a button via customizable dashboards. Leveraging an on-demand solution means ASSA ABLOY no longer has to worry about managing an on-premises application or the licensing.

Discover the significant business benefits Assa Abloy has seen thanks to order processing automation, including:

§ Minimized cost per order, saving up to $250,000 annually§ Faster order processing, from 60 hours to 2 hours§ 74% reduction in touch points, down from 27 to 7§ Increased staff productivity and throughput

About Brieanna Cifaldi Brieanna Cifaldi is an E-Business Coordinator at Assa Abloy and is charge of rolling out

Sales Order Processing automation across 18 business units.

EVENT GUIDE

AGENDA DESCRIPTIONS & BIOs

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BRIDGING THE GAP IN THE ORDER-TO-CASH CYCLE: DOCUMENT PRESENTMENT

1:45-2:00 p.m. | Jason Anderson, Business Development Manager, Esker

Esker expert Jason Anderson discusses how businesses of any size can leverage document process automation to maximize O2C performance. See how users can — all from a single platform — benefit from capabilities like electronic workflow, full order/invoice visibility, issue resolution, customer status updates and more before presenting documents to Paymetric for secure payment.

About Jason Anderson Jason Anderson is a Business Development Manager at Esker and has been with the

company for more over 12 years. In addition to being a Business Development Manager, he has served as a technical resource to Esker’s customers, partners and internal sales team. His primary focus has been helping customers gain greater return on their ERP investment through document process automation.

HOW LENOVO LAUNCHED ITS BUSINESS GLOBALLY, PARTNERING WITH PAYMETRIC FOR SECURE ENTERPRISE PAYMENT ACCEPTANCE TO AUTOMATE AND MANAGE ITS PAYMENT ECOSYSTEM

2:00-3:15 p.m. | Dennis Culin, Director, Strategic Projects, Lenovo; Jessica Wine, Cloud Enterprise Payments Business Executive, Paymetric; Stewart Comrie, VP of Solutions and Business Development, Paymetric

With integrated, cloud-based payment processing and tokenization solutions from Paymetric, Lenovo has been able to streamline the order-to-cash process, automate receivables management functions, lower processing costs, improve security and make PCI DSS compliance easier.

Following its acquisition of IBM’s personal computer division in 2005, Lenovo partnered with Paymetric to launch its business across the globe. Country by country, Lenovo replaced its legacy systems and payment processes which proved to be instrumental in the company becoming one of the largest PC manufacturers in the world. Today Lenovo is a $46 billion company with customers in over 160 countries.

In this interactive session, learn how Lenovo partnered with Paymetric to fully integrate and secure its electronic payment transactions originating from call center and web store orders, supporting over 40 currencies and a multitude of payment types around the globe. Highlights around business, financial, data security and compliance benefits will also be shared.

In this session you will learn:

About Dennis CulinDennis Culin is a 20 year seasoned Business Executive with global experience in managing, developing and transforming business processes, implementing information technology systems, developing new business opportunities, integrating multiple business partners and managing financial operations. Dennis has extensive experience in designing and implementing financial processes in SAP ECC, sales processes in CRM, transaction tax processes in Sabrix Global Tax Manager and electronic payment processes in Paymetric’s electronic payments solution across a multi-country environment.

§ About Lenovo’s implementation timeline, goals and challenges § Lessons learned and best practices§ How a cloud-based payment processing solution helps reduce the cost of payment processing and the

scope of PCI compliance § Preview a short demonstration of Paymetric’s Solution§ Lenovo’s plans for the future including P2PE

EVENT GUIDE

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EVENT GUIDE

About Jessica WineJessica Wine has 10 years of payments experience working with large and medium-sized global companies to architect scalable payment solutions that improve efficiencies, lower costs and enhance data security. Jessica works with merchants to solve business problems collaboratively, recommend best practices and strategies to reduce PCI DSS scope, automate the acceptance of payments for orders and invoices, and improve the overall ROI on electronic payment acceptance.

About Stewart ComrieStewart Comrie has a deep history in enterprise systems and ERPs with specific focus on financials, payments and sensitive data protection. Stewart has extensive payment card and security experience, integrating with some of the first ever SAP encryption technologies through to present day payment card security solutions. Stewart works with Fortune 1000 companies, architecting effective and scalable solutions to enable and secure payment card workflows within complex cross-system enterprise environments.

PANEL DISCUSSION: TRENDS IN PAYMENTS & LOWERING ACCEPTING COSTS

3:30-4:30 p.m. | Chris Adams, Product Management Executive, Paymetric; David Graves, VP of Business Development, Visa; Melissa Brady, eCommerce Enterprise Executive, Vantiv

The payment processing landscape is constantly evolving and can be challenging to navigate. Hear firsthand from a panel of the payments industry’s foremost experts at Paymetric, Vantiv and Visa on emerging payment trends that every merchant needs to be aware of and how they may impact your enterprise. Understand proven strategies to lower the cost of payment acceptance, improving margins on orders and open AR. The panel will be led by a Paymetric representative. Event attendees will have the opportunity to submit questions.

About Chris AdamsPayments industry professional with 10 years of experience focusing on developing products that enhance the user experience of buying goods and services. Chris manages the product management organization at Paymetric including road map, processor connectivity, product positioning and development priorities.

About David Graves David Graves began his career in payments in 1998 with First Data. He spent 12 years at First Data in various sales and sales management roles. For the last four years he has been part of the Merchant Sales and Solutions team where he has been focused in the B2B space. David helps educate merchants on best practices and the value of credit card acceptance.

About Melissa BradyMelissa Brady has over 15 years of experience in the merchant acquiring industry with a special focus in the Card Not Present vertical within the US and International markets. Melissa has been instrumental in helping clients achieve success in the highly complex and ever changing payments industry. Her specialized focus, deep industry knowledge and a consultative approach toward improving technical efficiencies and reducing overall costs result in countless long term profitable relationships for her clients and the firm.

JOIN US FOR THE NETWORKING HAPPY HOUR!

5:00-7:00 p.m. | Angus Barn

A one-of-a-kind opportunity to expand your professional network! Enjoy your favorite cocktail and help yourself to a variety of appetizers while meeting and conversing with fellow professionals in your field. Anyone and everyone is welcome!

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