W202: PCI Compliance Workshop 101 for NAV – Business Central

 

Matthew Friedman   

How can you be sure that your Association is PCI Compliant and is maintaining a secure payment environment?

Title: W202: PCI Compliance Workshop 101 for NAV – Business Central
Date: December 1, 2020
Time: 3:30 pm – 5:00 pm (EASTERN TIME)
Description: Did you know that PCI Compliance starts with your finance team.  In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.
Instructor Names  Matthew Friedman, Jenni Glaze and Wade Tetsuka, CPA

Matthew Friedman founded Business Process Associates to help companies embrace great process while leveraging automation. While there are many “textbook” philosophies on how to achieve great process, there is no one-size-fits-all solution.  People, culture, and leadership are huge variables that define a company’s road to success.

With over 20 years leadership solving process automation challenges in industries such as air transport, warehousing/distribution, logistics, quality, and Government contracting, Matthew always brings a fresh perspective with a people centric focus.

Jennifer “Jenni” Glaze is Director – National Accounts and practice leader for our Microsoft ERP payment integration solutions. Jenni 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. Her career did not start in payments. Jenni is 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. Jenni is a graduate of Fort Hays College with a concentration in Sociology and Marketing.

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
CPE (NASBA Category) Specialized Knowledge
CAE (Field of Study) Administration
Prerequisites None
Delivery Group live presented online due to COVID-19
CPE / CAE Credits 1.5
Cost: No Charge
Learning Objectives Gain an overview of the PCI Compliance Requirements

Learn 9 practical tips to achieve a more secure payment environment

Understand what are the annual SAQ requirements

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