Windward Strategy, Inc

Founded in 2020 to support card issuer, network, processor, fintech, and corporate clients in commercial / B2B, business, and consumer card payments. New program / product strategy, competitive landscape assessment, business requirements identification, and launch / implementation support Cross-functional program diagnostic reviews and growth strategy, including identification and quantification of opportunities to pursue, and inhibitors to address Market opportunity research for program expansion, business planning, and buy / sell side advisory Implementation support for new programs, new products, insource vs. outsource decisions, collaterals drafting, training, and conversions Accounting / GL line items / GL entry and daily settlement set up Card program / fintech valuation and buy / sell-side strategy Moderator / presenter / panelist presence: CPI Global Summit in New York 2020-2024 TreviPay Crossroads - The B2B Payments Conference in Kansas City in 2024 CPI Middle Market Summit in Chicago 2020-2024 CPI Europe Summit in London 2023 and 2024 IOCP (f.k.a, NAPCP) Annual Conference in 2023