Finalists in the 10th Annual Stevie® Awards for Sales & Customer Service, an international competition recognizing excellence in disciplines that are crucial to business success, were announced today.    

A diverse group of organizations and individuals around the world are among those recognized in the customer service awards, contact center awards, business development awards, and sales awards categories. Organizations with five or more Finalist nominations include Carbonite, Inc., Cisco Systems, Delta Air Lines, DHL Express, Digital Risk, eMoney Advisor, LLC, GuideWell Connect, HomeServe USA, Human Resources Development Fund, iHeartMedia, Inc., John Hancock Financial Services, Lennox Industries, Inc., LiveWatch Security LLC, Marriott Vacations Worldwide, MTM Inc., Nuance Communications, Odeabank, Revana, Sales Partnerships, Inc., SoftPro, SurePayroll, Inc., Turkiye Is Bankasi A.S., Visualize, VIZIO, Inc., Wells Fargo, WePay Inc., and Wyndham Vacation Ownership. For a full list of Finalists by category, visit www.StevieAwards.com/Sales.

Gold, Silver and Bronze Stevie Award winners will be announced during a gala banquet on Friday, March 4 at the Paris Las Vegas Hotel in Las Vegas, Nevada. Tickets are now on sale.

The awards are presented by the Stevie Awards, which organizes several of the world’s leading business awards shows including the prestigious International Business Awards and American Business Awards.

More than 2,100 nominations from organizations of all sizes and in virtually every industry were evaluated in this year’s competition, an increase of 11% over 2015. Finalists were determined by the average scores of 115 professionals worldwide, acting as preliminary judges. Entries were considered in 59 categories for customer service and contact center achievements, including Contact Center of the Year, Award for Innovation in Customer Service, and Consulting Practice of the Year; more than 50 categories for sales and business development achievements, ranging from Senior Sales Executive of the Year to Business Development Achievement of the Year; and categories to recognize new products and services and solution providers.

More than 60 members of seven specialized judging committees will determine the Gold, Silver and Bronze Stevie Award placements from among the Finalists during final judging, to begin January 25.

Beginning today through February 12, the general public may vote for their favorite providers of customer service in the People’s Choice Stevie® Awards for Favorite Customer Service. Voting is open at http://peopleschoice.stevieawards.com. Winners of the People’s Choice Stevie Awards in multiple industries will be determined in mid-February and honored at the awards gala in Las Vegas on March 4.

Sponsors of the 10th annual Stevie Awards for Sales & Customer Service include Sales Partnerships and ValueSelling Associates.

Jim Wagstaff is the Managing Director of Jam Factory Pte. Ltd., a Singapore-based consulting and education technology firm. He is also an active judge for the 2016 Stevie Awards for Sales & Customer Service. In 2015, he participated in judging for the Asia-Pacific Stevie Awards.

The 2016 Asia-Pacific Stevie Awards is currently accepting entries. Find out how to enter here.

We asked Jim about the Stevie Awards judging process, what it is like running a business in Singapore, and for his insight into the contrasts between working in Asia-Pacific and the West.

A Strong Endorsement

Jim would most definitely recommend being a Stevie Awards judge to others. As he told us: “I was initially invited to be a judge by someone who is a friend and colleague. The judging process really gives you a sense of the variety and creativity in how companies are approaching business challenges and opportunities in various parts of the world.”

Jim Wagstaff has called Singapore home since 2007. He had been living and working in Shanghai for a number of years when an opportunity to relocate to Singapore with Hewlett-Packard came up. Since 2010, he has been the Managing Director of Jam Factory in Singapore. We asked him about his decision to relocate to Singapore.

“There were a number of professional reasons I chose to move to Singapore,” Jim explained. “The job, the breadth of the role, and a promotion … but also, from a personal perspective, I really enjoy the quality of life in Singapore: the year-round warm weather, the food, the location, and the concentration of so many businesses’ regional headquarters in one city.”

The Asian Century

Jim is currently pursuing a doctoral degree in business administration with a research emphasis on cross-cultural leadership and organizational development. We asked him if he could provide us with some insight into differences between the ways companies operate in the Asia-Pacific region that Western businesses should be aware of (and vice versa).

Commented Jim: “As an American who has spent half my career in various cities in Asia, the need for cultural intelligence and cross-cultural leadership skills has been close to my heart for quite some time.”

“As a source of research, study, and practice during my doctoral studies, there are a few important points for anyone looking to do business internationally … but especially in Asia, or moving out from Asia,” continued Jim. “The twenty-first century has often been characterized as the ‘Asian Century.’ Rapid economic growth in East Asia has created opportunities and challenges for multinational corporations, particularly Western multinationals. Western businesses have largely been predisposed to using a “one-size-fits-all” approach to management in their international locations. This strategy can pose a number of particular cultural contradictions for team members in East Asia.”

Working Outside the Cultural Comfort Zone

“My research has uncovered a number of specific areas that can be used as a model for leadership development by local, regional, and global managers,” Jim explained. “The model centers on the knowledge, skills, and behaviors required to align, relate, and communicate more effectively by anyone who needs to work within and outside their own cultural ‘comfort zone’ in a multinational environment–particularly as a local subsidiary of a Western multinational company.”

Solving the Tough Issues

With the start of a new year, we asked Jim what he most looked forward to in the year ahead. “I love working with my clients,” he told us. “Since moving out of HP, I have become an entrepreneur and an active board member in a number of companies. The variety of work and its challenges really keeps me motivated. I am constantly looking for opportunities to help my clients solve their toughest issues … cost, complexity, process, organization, leadership … and to put them in a better position to be successful in their markets.”

About Jim Wagstaff:

Jim Wagstaff is the Co-Founder, Managing Director, and Content Guru of The Jam Factory in Singapore. Jim leads the consulting part of the business, and has a wealth of experience in executive roles in various companies. He loves working with clients to help them identify their learning needs and map their plans so as to positively impact their business. He also leads content development, and has designed many training programs for different customers and industries.

Jim also serves as Managing Director of Renewtrak Asia, a fully managed, white-label renewals platform-as-a-service where the business model is 100% focused on helping clients increase their service contract renewals at no additional operational cost to the client. In addition, Jim is an active board member at Up 2 Speed Pte. Ltd., a Singapore-based organization focused on crafting customized learning and development approaches for multinational and global companies.

Jim was previously Vice-President and General Manager of the StorageWorks Division for Hewlett Packard in Asia Pacific and Japan. His responsibilities while leading this business unit encompassed all aspects of the organization including sales, marketing, finance, operations, public relations and analyst relations, delivering around $800 million in revenue annually.

Prior to HP, Jim was at Dell in Shanghai, where he was General Manager of the server and storage business for China and Hong Kong. Jim was also responsible for Dell's alliance with EMC across Asia Pacific and Japan.

Jim has a BSc, an MBA, and is currently a doctoral researcher in the management school at the University of Liverpool with emphasis on the practical application of cross-cultural leadership approaches in multinational corporations. He is a runner and loves to travel.

About Jam Factory:

The Jam Factory enables businesses to enhance their workforce through training and development. Jam Factory provides learning and enablement solutions to businesses and professionals. The company believes in an integrated learning approach that is interactive and engages learners. It enables businesses to leverage technology to enable employees to learn, experience and engage. For more information, go to: www.jamfactory.net

The countdown is on. The final entry deadline of the 10th annual Stevie® Awards for Sales & Customer Service is less than a week away. Organizations and individuals worldwide have only a few days left in which to compete for the Stevie, the highest honor in the business world. The Stevie Awards for Sales & Customer Service attract more than 1,100 nominations from organizations in more than 30 nations and territories each year.

All companies, organizations and individuals worldwide may participate: public and private, for-profit and non-profit, large and small. Participants may choose from a wide variety of categories for excellence in sales, business development, contact centers, and customer service.  “The Stevie Awards for Sales & Customer Service offer more than 100 awards categories,” explains Stevie Awards president Michael Gallagher. There are several new categories this year. “For example, we have an entirely new set of categories to recognize organizations that provide great customer service yet don't have a formal customer service department.  We've named these Customer Service Success categories.  We also have a new set of Sales Distinction categories.”

Gallagher emphasizes that it’s possible to create high-quality nominations in the time remaining to entrants. Interested organizations may get the entry kit and other details at www.StevieAwards.com/Sales and select the categories suitable to their achievements. “The heart of each entry is an essay of up to 650 words, describing the nominee’s achievements since the beginning of July 2014. The more precise and compelling the story of those achievements, the better.” advises Gallagher. 

Gold, Silver and Bronze Stevie Award winners will be selected during the judging process by more than 200 professionals worldwide. Finalists will be notified the week of January 18, and the Gold, Silver and Bronze Stevie winners will be announced on March 4, during a gala awards ceremony at the Paris Hotel in Las Vegas. The Stevie Award trophy, designed by the same company that manufactures the Oscar, is one of the world’s most coveted prizes.

Learn more about Stevie Awards for Sales & Customer Service and the benefits of entering in a short video interview with Michael Gallagher.

Categories are available in the awards to recognize

• Individual Sales Performers
• Sales Teams and Departments
• Sales Achievements
• Individual Customer Service and Contact Center Performers
• Customer Service/Contact Center Achievements
• Customer Service Departments
• Individual Business Development Performers
• Business Development Achievements
• Solution Providers to Sales and Customer Service Professionals
• New Products and Services used by sales and customer service professionals
• and More

About The Stevie Awards
Stevie Awards are conferred in six programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, The American Business Awards, The International Business Awards, the Stevie Awards for Women in Business, and the Stevie Awards for Sales & Customer Service. Stevie Awards competitions receive more than 10,000 entries each year from organizations in more than 60 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at http://www.StevieAwards.com.

Does your organization do a great job of addressing customers concerns in a timely manner, but doesn’t have a formal customer service department? The 2016 (10th Annual) Stevie Awards for Sales & Customer Service has created a category group just for you – Customer Service Success.

These new categories have been designed to complement the longstanding Customer Service Department of the Year categories. Rather than focus on the performance of a named customer service department, the customer service success categories recognize customer service-related achievements across your entire company or organization. You choose the successes you wish to highlight.

REVIEW THE ENTRY KIT HERE.

The Stevie Awards for Sales & Customer Service are the top awards for customer service, contact center, business development, teams and professionals worldwide. All organizations are eligible to be nominated, in addition to the new products and services used by those professionals.

Complete details are available at http://www.StevieAwards.com/Sales.

CUSTOMER SERVICE SUCCESS CATEGORIES

If your organization doesn't have a formal customer service function - if "everyone here works in customer service" is your motto - then these are the categories for you. If your organization has a formal customer service function, don't enter these categories - enter the Customer Service Department categories instead.

Information required for entries in these categories include:

(a) An essay of up to 650 words describing your organization's customer service-related accomplishments since July 1, 2014.

(b) Optional (but highly recommended), a collection of supporting files and web addresses that you may upload to our server to support your entry and provide more background information to the judges. At the very least you should provide a link to the organization's website.

140. Customer Service Success - Business Service Industries
141. Customer Service Success - Financial Service Industries
142. Customer Service Success - Other Service Industries
143. Customer Service Success - Technology Industries
144. Customer Service Success - All Other Industries

The Stevie® Awards for Sales & Customer Service has issued its 2016 (10th annual) call for entries. All customer service, contact center, business development, and sales departments, teams and professionals worldwide are eligible to be nominated, in addition to new products and services used by those professionals. Complete details are available at www.StevieAwards.com/Sales.

The 2016 awards will recognize achievements since July 1, 2014. The entry kit lists all of the categories and complete instructions on how to prepare and submit entries.

October 21, 2015 is the early-bird entry deadline with discounted entry fees. The final entry deadline is November 18, 2015, but late entries will be accepted through January 12, 2016 with payment of a late fee. Winners of the tenth annual competition will be announced at a gala awards banquet on March 4 at the Paris Hotel in Las Vegas.

New categories for 2016 include:

Sales Distinction Awards Categories: These have replaced the Sales Department categories. Rather than focus on the performance of a named sales department, these new categories recognize sales-related achievements across an entire company or organization. Successes to highlight can be related to revenue growth, customer acquisition, lead development, training, enculturation of product knowledge, and more.

Customer Service Success Awards Categories: If an organization doesn't have a formal customer service function - if "everyone here works in customer service" is their motto - then these new categories have been developed to focus on spotlight on their achievements.

The Stevie Awards for Sales & Customer Service feature more than 140 sales awards, customer service awards, business development awards, new product awards, and call center awards categories. Entrants may submit any number of nominations to any number of categories.

Winners of the 2015 edition of the Stevie Awards for Sales & Customer Service included 60K Ltd., Avea Iletisim Hizmetleri A.S., DenizBank, DP DHL, Delta Air Lines, Fastjet, FedEx TechConnect, Informatica Corporation, John Hancock Signature Services, Kohl’s Department Stores, Revana, Revenue Storm, and Time Warner Cable, among others.

The 2016 awards will see the return of a the People's Choice Stevie Awards for Favorite Customer Service, a popular feature in which the general public worldwide will vote for their favorite providers of customer service. All Finalists in the Customer Service Department of the Year categories will be included in people’s choice voting.

The 2016 competition will be judged by more than 200 professionals around the world.

A record-setting crowd of more than 500 executives from around the world will gather at the Bellagio in Las Vegas on Friday, February 27 for the 9th annual Stevie Awards for Sales & Customer Service, the world's top sales awards, business development awards, contact center awards and customer service awards.  Tickets for the event are still on sale.

The presentations will begin at 5:15 pm with the Gold, Silver and Bronze Stevie Awards in the business development, new product, and solution provider categories.  After cocktails and dinner, the awards will continue at 7:40 pm with awards in the sales and customer service categories.  The evening will conclude with the presentation of Grand Stevie Award trophies to the 10 organizations that submitted the best body of entries to the 2015 competition.

More than 1,900 entries were submitted for consideration in this year's competition, a 27% increase over 2014.  Entries to the competition have more than doubled over the past three years.

So who's coming to the event in Las Vegas on Friday?  Here's the list of organizations that have already confirmed their participation.

(mt) Media Temple Culver City CA
60K Ltd. Sofia Bulgaria
Access One Inc Chicago IL
Acquia Inc. Burlington MA
Active Digital Tonbridge Kent United Kingdom
Adobe Systems San Jose CA
Allianz Global Assistance Richmond VA
Artificial Solutions Stockholm Sweden
Asurion Nashville TN
Avea Iletisim Hizmetleri A.S. Istanbul Turkey
BDNA Mountain View CA
Beeline.com Jacksonville FL
Billhighway Troy MI
Black Knight Financial Services Jacksonville FL
Blacklane GmbH Berlin Germany
Blinds.com Houston TX
Blizzard Entertainment Irvine CA
Bluebeam Software Pasadena CA
Box Inc. Los Altos CA
BTC Bahamas
BuildASign.com  Austin TX
Buildium Boston MA
Carbonite Boston MA
Cars.com Chicago IL
Cisco Systems Inc San Jose CA
Clean Power Finance San Francisco CA
ClearSlide San Francisco CA
Code42 Minneapolis MN
Comcast Cable Philadelphia PA
Common Sense Solutions Shreveport LA
Competence Call Center Vienna Austria
Comview Corporation Huntington Station NY
Constant Contact Waltham MA
Core BTS Carmel IN
Corporate360 Pte Ltd Singapore
CubeSmart Malvern PA
DataCore Software Fort Lauderdale FL
Delta Air Lines Atlanta GA
Delta Defense West Bend WI
DenizBank Istanbul Turkey
DHL EXPRESS ARGENTINA Buenos Aires Argentina
DHL Express Mexico
DHL EXPRESS NZ LTD Auckland New Zealand
DHL Express U.S. Plantation FL
DHL Global Forwarding Miami FL
Digital Risk  Maitland FL
Donlen Corporation Northbrook IL
EFG Companies Irving TX
EMKAY Inc Itasca IL
eMoney Advisor  LLC  Conshohocken  PA
eMoney Advisor LLC Conshohocken PA
fastjet  Gatwick  United Kingdom
FedEx TechConnect Memphis TN
Findasense Madrid Spain
FLOW Jamaica Kingston Jamaica
Fujairah Police General Head Quarters Al Fujairah United Arab Emirates
Gaggle Bloomington IL
GoDaddy.com Scottsdale AZ
GraduationSource Port Chester NY
GuideWell Connect  Jacksonville FL
Halyard Health Irvine CA
HomeAway Inc. Austin TX
HomeServe USA Norwalk CT
HotelTonight San Francisco CA
IBM Corporation Armonk NY
Imparta Inc Austin TX
IMVU Inc. Mountain View CA
Infinite Conferencing Springfield NJ
Informatica Corporation Redwood City CA
INTERTECH A.S. Istanbul Turkey
Invenio Solutions Austin TX
ISN Dallas TX
j2 Global Inc. Ottawa ON Canada
Janek Performance Group Las Vegas NV
Kohl's Department Stores - Credit Division Menomonee Falls WI
Lennox Industries Inc. Richardson TX
LivingSocial Inc. Washington DC
Lucernex Technologies Plano TX
Magnolia HVAC Riverside CA
MaintenanceNet  Inc.
MarketBridge Bethesda MD
Marriott Intermediary Partner Care Omaha NE
Marriott International Inc. Bethesda MD
Marriott Vacation Club International Orlando FL
MassMutual Life Insurance Company Springfield MA
Mastercard Miami FL
Measat Broadcast Network Systems Sdn Bhd Kuala Lumpur Malaysia
MedCost LLC Winston-Salem NC
Mercury Payment Systems Durango CO
MetTel New York NY
Microsoft Corporation  Redmond  WA
Ministry of Interior Sharjah Police HQ Sharjah United Arab Emirates
Mozy by EMC Pleasant Grove UT
Network Alliance Reston VA
Nuance Communications Burlington MA
Nudge American Fork UT
NYCM Insurance Edmeston NY
Oi  Rio de Janeiro  Brazil
OmniUpdate Camarillo CA
OnTarget Partners Frisco TX
OptumRx Irvine CA
Paycor Cincinnati OH
PCCW Teleservices  Dublin OH
Photodex Austin TX
Picore International Calabasas CA
Police Attache  Washington DC
PrimePay West Chester PA
Pronq-by HP Sunnyvale CA
PSCU St. Petersburg FL
Rackspace San Antonio TX
Revana Tempe AZ
Revenue Storm Schaumburg IL
Richardson Philadelphia PA
Rocket Matter Boca Raton FL
Salesforce  San Francisco, CA
SalesStaff LLC  Houston TX
Service Express Grand Rapids MI
Sharegate Montreal QC Canada
ShopKeep New York NY
Sofica Group JSC Sofia Bulgaria
Sparkcentral San Francisco CA
Statewide Intake Austin TX
SugarCRM Cupertino CA
Sundance Vacations  Wilkes-Barre  PA
Swiss Reinsurance Company Zurich Switzerland
Telerx Horsham PA
Telogis Aliso Viejo California
Texas.gov Austin TX
The Coca-Cola Company Iberia + Findasense Madrid Spain
The Efficiency Sales Professional Institute San Francisco CA
Time Warner Cable New York NY
Trupanion Seattle WA
Turner Industries Group LLC Baton Rouge LA
TweetMyJobs Burbank CA
United Credit Consultants Burnsville MN
United States Equestrian Federation Lexington KY
UnitedHealthcare Minnetonka MN
UPMC Health Plan Pittsburgh PA
USANA Health Sciences Salt Lake City UT
USHEALTH Advisors L.L.C. Grapevine TX
ValueSelling Associates Rancho Santa Fe CA
WCCT Global Cypress CA
Webs  Reston VA
Wells Fargo San Francisco CA
Wheels Inc. Des Plaines IL
WP Engine Austin TX
Wyndham Vacation Ownership Orlando FL
XDBS Corporation Hawthorne CA
Ytel Foothill Ranch CA
Zions First National Bank Salt Lake City UT

It's too late to submit nominations to the 2015 Stevie Awards for Sales & Customer Service, but it's the right time to plan for the 2016 competition.  Join the mailing list and you'll be emailed the 2016 entry kit as soon as it's available in July.

The Stevie® Awards have announced the seven executives who are chairing the specialized final judging committees for the 9th Annual Stevie Awards for Sales & Customer Service, the world's top sales awards and customer service awards program.

Final judging began last week and will continue through February 4.  Finalists in the competition were announced last week.  Final judging committees are reviewing and rating the Finalists, and their average scores will determine the Gold, Silver and Bronze Stevie Award placements that will be announced during a gala event at the Bellagio in Las Vegas on February 27.

The seven committee chairs have worked with the Stevie Awards to recruit and brief the members of the final judging committees, who will be named in a separate article next week.

So let's meet our seven final judging committee chairs.

SALES INDIVIDUAL/BUSINESS DEVELOPMENT CHAIR
Ric Riddle, VP, Demand Generation
SalesStaff LLC, Stafford, Texas, USA

Ric Riddle serves as the vice president of Demand Generation at SalesStaff. He is responsible for global demand for the fast-growing SalesStaff revenue acceleration platform. He leads a team that integrates a variety of functions and has a material influence on the strategy and performance of the company. Ric oversees demand generation, market response, content marketing, social outreach, product marketing, and sales enablement.

Ric brings more than twenty years of experience and energy in driving demand and stewarding customer success. He is a recognized thought leader and has served as a senior executive at some of the most well-known enterprise brands, bringing a dynamic blend of creativity, ground level execution, and scalable best practices. Ric’s integrated approach to engaging target audiences, shaping brand attitudes, and generating qualified pipeline for sales teams makes him a valuable contributor to the SalesStaff executive team.

Ric lives in Austin, Texas yet remains passionate about the University of Houston and his beloved Astros. His favorite activities are those spent with his wife and three children.

SALES DEPARTMENT/SOLUTION PROVIDER CHAIR
Cigdem Wondergem, Global Head of Sales Training 
DHL Global Forwarding, Global Head Office, Bonn, Germany

Cigdem Wondergem has worked for the past 18 years at DP DHL Group in different business units, and has held roles within marketing and sales for regional and global teams. She loves working in a multinational environment with colleagues from different cultures. Her personal motto is: “Dream, act, and enjoy!.”

Cigdem was born in Istanbul, Turkey. After graduating from the Sankt George College in Istanbul, she went to study in Austria, and after leaving university completed her studies with an MBA in International Management from UBI Brussels. While studying in Austria, Cigdem worked actively for the international student organization AIESEC, both as Local Committee President of Innsbruck and as National Committee President of Austria.

Now based in Bonn, Germany, Cigdem is married with a young son and daughter. Her family is multilingual and can communicate in four languages.

SALES TEAM/SALES ACHIEVEMENT CHAIR
Todd E. Quarfot, EVP, Chief Sales Officer
PrimePay, West Chester, Pennsylvania, USA

Todd Quarfot joined PrimePay in 2001 as vice president, Sales and Marketing. As the Chief Sales Officer, he is currently responsible for all sales groups and regions across the U.S. In addition, he leads a corporate team with responsibility for sales training, sales operations and enablement, and product group management.

Before joining PrimePay, Todd spent about seven years with Gartner, Inc., based in Stamford, Connecticut. While at Gartner, he served in several leadership positions in sales and marketing that culminated in the role of vice president, Sales Process, focused on worldwide sales technology adoption and sales management process.

Prior to joining Gartner, Todd spent more than 12 years with the Eastman Kodak Company. Todd graduated from Bowling Green State University, Ohio, in 1982.

CUSTOMER SERVICE/CONTACT CENTER INDIVIDUAL CHAIR
Peggy Heafey, Director of Intermediary Partner Care,
Marriott International, Omaha, Nebraska, USA

Peggy Heafey has been with Marriott International for 26 years. Her background includes experience in Reservation and Group Sales, Training and Development, and Customer Care. Under her leadership, the department has grown from providing primary services for travel agents, to 8 desks and functions supporting all travel, group, wholesale, and OTA intermediary partners and over 4,000 Marriott properties globally.

CUSTOMER SERVICE/CONTACT CENTER TEAM CHAIR
David Graffia, Vice President, Sales
dinCloud, Gardena, California, USA

David Graffia has over 20 years of channel experience in the area of IT sales and consulting.  He has expertise in cloud services, infrastructure and asset management, electronic procurement, software licensing, and services (both managed and professional). As vice president, Sales for dinCloud, David has established relationships and built partnerships with some of the industry’s largest global aggregators and Value Added Resellers including Ingram Micro, En Pointe Technologies, CDW, Insight Enterprises, and Tech Data.

Prior to joining dinCloud, David spent nearly a decade at En Pointe Technologies, one of the largest Microsoft Licensing Solution Providers, where he served as vice president of Sales. In addition to sales and marketing, his responsibilities included managing the corporate strategy and the development of emerging technologies. David has also worked in executive management at PC Mall and Hartford Computer Group.

David has served on numerous advisory councils and is currently a member of the Technology Executives Club, IT Leaders Circle, and IT Marketing Institute. He enjoys building partnerships and broader business relationships, and is always willing to provide guidance and support.

CUSTOMER SERVICE DEPARTMENT & NEW PRODUCT/SERVICE CHAIR
Rosa M. Moreno, SVP, Treasury Services Manager
Wells Fargo & Co,Treasury Management Client Delivery, El Monte, California, USA

As senior manager for the Technical Services and Research teams, Rosa Moreno oversees second-level support to treasury management clients who use the
Commercial Electronic Office® portal, and supports the customer service officers (CSOs) on complex research transactions. Rosa’s teams are located in three sites: Los Angeles, California; Charlotte, North Carolina; and Jacksonville, Florida.

Previously, Rosa managed the Los Angeles Treasury Management Customer Service (TMCS) team, responsible for CSOs supporting Wholesale clients, and spent time as a product implementation manager. Prior to joining TMCS, Rosa worked with retail banking as a customer service manager, where she gained a keen understanding of customer needs and expectations.

In 2014, Rosa received the Bronze Stevie® for Women in Business in the Category of Female Executive of the Year/Accounting and Financial Services. Rosa’s training includes Managing for Excellence, Achieving Extraordinary Customer Service, and Frontline Leadership.

CUSTOMER SERVICE/CONTACT CENTER ACHIEVEMENT CHAIR
Tim Taylor, Chief Client Success Officer
Telogis, Aliso Viejo, California, USA

Tim Taylor has extensive experience in senior leadership positions with start-up and fast-growth companies on an international scale. As founder and CEO of Tycom Corporation (now Kyocera Tycom Corp.), CEO of Tycom Dental Inc. (now SybronEndo Corporation, a division of Sybron Dental Specialties), and CEO of Tulon Inc., Tim has a track record of successful product development and company leadership in a variety of markets. Prior to joining the team at Telogis, he had been the director of Liquidmetal Saga Italy, a technology start-up company in the Veneto region of Italy aimed at the European luxury goods market.

Tim earned a Bachelor of Arts in Russian Language and a Bachelor of Science in business administration from the University of Southern California.