Summit on Financial Leadership: Panel Discussion

Take It Straight to the Bank: How Everyday Can Be Next-Day (Settlement)

Wednesday, September 18, 2019
10:45AM–11:30AM Eastern Time
The Westin New York at Times Square
New York, NY

Join CityBase and leaders in the public and private sector for this panel at the Summit on Financial Leadership.

When San Francisco decided to replace their payment technology across the entire City-County, they wanted to ensure that every agency could take payments online while limiting their PCI exposure, and that individual agencies would see that revenue next-day. Hear from the San Francisco Office of the Treasurer one year since replacing their payment infrastructure. Learn about their challenges and successes as they launched 20+ payment applications in 5 months from contracting, overhauled their back-end payment apparatus for better revenue reporting and reconciliation county-wide and for each agency, and found ways to save costs on both credit card processing and returned eCheck payments.

Moderator: Alan Cox, Vice President, e.Republic

  • Tajel Shah, Chief Assistant Treasurer City and County of San Francisco
  • Mike Duffy, CEO and Founder, CityBase

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