B137: What You are NOT Being Told About Credit Card Processing
And How it Impacts Your Bottom Line
Thursday, October 6, 2022
1:00 p.m. - 2:30 p.m. EASTERN TIME
Credit card processing or Merchant Services is widely used by businesses and nonprofit organizations.  One can hardly image today going through life without being able to purchase goods and services without using a credit card.
In spite of its ubiquitousness in commerce, there are a lot of things that organizations are not being told about credit card processing (aka Merchant Services).  If you know some important things that you are NOT being told today by your service provider (or in the general media), you would have greater opportunities for data security, cost savings, and process improvements (i.e., eliminating manual processes).
Learning Objectives
  • Learn about 4 important payment trends which emerged from the pandemic.
  • Learn two key changes you should make in 2022 with your payment and credit card collection practices.
  • Understand Credit card fees — what you are NOT being told and why that is costing your organization money.
  • Learn alternatives to credit card collections — the ecosystem that supports Visa/MasterCard and AMEX definitely don’t want you to know this.
  • Learn PCI compliance and security issues for 2022 — why are you not aware of this.
  • Learn how to do an RFP for Merchant Services — an outline that you can use today.
Jen Glaze
Jen Glaze is Chief Operating Officer and practice leader for our Microsoft ERP payment integration solutions. She is a subject matter expert in SaaS based payment platforms. She was previously Director Fintech Sales at Payrix, a leading SaaS based payments technology solution provider. Jen is also a classical pianist and was a music instructor for over 10 years. Her creativity, combined with her technical skills makes her an excellent solutions-oriented resource for UST and our clients. She specializes in driving business growth and revenue through results-oriented strategies across multiple divisions while maintaining a collaborative teamwork approach. Jen is a highly versatile and strategic leader who believes in the value of setting lofty goals and then distilling them into actionable plans.
Wade Tetsuka, CPA
President, UST
Wade Tetsuka is a C.P.A. who brings 20 years of financial expertise and business management experience to U.S. Transactions Corporation. Wade also has an extensive network of contacts within the government contracting arena. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manager responsible for the assurance work for IBM, Kodak, Sony Europe, and several other multinational companies. He also served as President/General Manager to three early-stage fast-growth companies in the life sciences industry. He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 year business operations or finance Advance prep: none Cost $0.00
Refund and Complaint Resolution Policy:

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: