October 8-9, 2024 Orlando, FL
CPX24 Speakers
Speaker Bios
MEET THE SPEAKERS
- Sarah Gorsuch, General Counsel and Chief Privacy Officer at Amplifon Americas
- Jeff Kauffman, General Counsel & Chief Compliance Officer at Fluent LLC
- Seshadri Chintalapati, SVP, Enterprise Consumer Rights Solutions at Truist Financial Corporation
- Richard Stoneham, Chief Privacy Officer and Associate General Counsel at Apex Fintech Solutions
- Justin C. Johnson, Deputy General Counsel at PeopleConnect
- Scott Mickle, Chief Privacy Officer at Red Ventures
- Brian Chase, General Counsel at ServiceChannel
- Emil Sturniolo, Chief Security Officer at ETHERFAX, LLC
- Karina Dahir, Vice President of Customer Advocacy & Compliance at SiriusXM
- David Carter, Head of Litigation and Regulatory Policy at Postscript
- Natashe Barnard, Senior Director Digital Transformation at Florida Blue
- Lisa Barksdale, Director of Privacy and Monitoring Compliance at Zillow Group
- Aaron Burstein, Partner at Kelley Drye
- Alexis Buese, Partner at Bradley
- Rich Lee, CEO & Co-Founder at New Era ADR
- Monique "Nikki" Bhargava, Partner at Reed Smith
- Marissa Boynton, Partner at Latham & Watkins LLP
- Michele Shuster, Managing Partner at Mac Murray & Shuster LLP
- William E. Raney, Partner at Copilevitz, Lam & Raney
- Chris Tarbell, Special Counsel at Kelley Drye & Warren LLP
- Mark Silver, Partner at Dentons US LLP
- Marine Cabour, Director & Counsel, Privacy at Take-Two Interactive Software, Inc.
- Allyson Hammer, Director of Compliance Programs at Amplifon Americas
- Kim Liiv, Senior Director of Compliance at SiriusXM
- Tyler Orrell, Vice President of Contact Center Operations at Quinstreet
- Bob Carl, Manager – Compliance at Disney Vacation Club
- Frank Nolan, Partner at Eversheds Sutherland
- Jim Iyoob, Chief Customer Officer at Etech Global Services
- Shawndra Tobias, SVP Operational Excellence at Etech Global Services
- Vincent Trotter, VP CS Digital, Strategy & Operations at National Debt Relief
- David Forman, CEO at Mastermind
- Rob Tate, Chief Operating Officer at PossibleNOW
- Matt Cagle, SVP and General Manager at CompliancePoint
- Matt Dumiak, Director of Privacy Services at CompliancePoint
- Ken Sponsler, SVP Litigation Support Services, CompliancePoint
- Darlene Geller-Stoff, Vice President of Litigation Support Services at CompliancePoint
- Holly Paulus, CEO at Nexxa Group
- Jerry Cohen, TCPA Expert Witness at CompliancePoint
- Kevin Mayfield, Managing Consultant at CompliancePoint
- Michael Nadeau, Senior Privacy Consultant at CompliancePoint
- Steve Gniadek, Director at CompliancePoint
- Mackenzie Atuan, Managing Consultant at CompliancePoint
- Brandon Breslin, Associate Practice Director at CompliancePoint
General Counsel and Chief Privacy Officer, Amplifon Americas
Sarah Gorsuch
Sarah Gorsuch is a seasoned legal professional with over two decades of experience in the field, specializing in litigation, healthcare law and privacy law and regulation. Currently serving as the General Counsel and Chief Privacy Officer of Amplifon Americas, a leading global hearing healthcare company, Sarah is responsible for steering the legal, compliance, and privacy functions and initiatives across the Americas region.
Sarah's focus extends to the critical areas of privacy and marketing compliance, where she applies her in-depth understanding of regulatory frameworks to ensure adherence to industry best practices and safeguarding of sensitive data. Sarah is also accountable for managing litigation matters, leveraging her strategic acumen to mitigate risks and protect the company's interests.
General Counsel & Chief Compliance Officer, Fluent LLC
Jeff Kauffman
As the General Counsel & Chief Compliance Officer of Fluent, Jeff oversees risk management, compliance, regulatory affairs, and litigation. Prior to Fluent, Jeff served in a similar role at Affinion Group (Trilegiant), where he achieved successful resolution of bet-the-company investigations involving the FTC, CFPB, OCC and multistate groups of State Attorneys General, as well as defending the company in commercial and consumer litigation. He also spent over a dozen years practicing law in Kelley Drye’s Advertising and Marketing group where, among other things, he counseled and defended many clients involved in federal and state regulatory investigations and consumer class action litigation.
SVP Enterprise Consumer Rights Solutions, Truist Financial Corporation
Seshadri Chintalapati
Sesha is a seasoned IT professional with 24 years of experience in financial services, leading cross functional teams in business and IT projects. He believes in continuous education, and in building long term, strategic relationships with people from a diverse background. Sesha holds several patents in innovative privacy solutions and several certifications in program management.
Sesha is working at Truist as Senior Vice President in Privacy technology services. He is responsible for building solutions for CCPA/CPRA, TCPA and other privacy regulations. He is instrumental in building Truist Privacy Center, a client facing one stop solution for all privacy needs of a customer.
Chief Privacy Officer and Associate General Counsel, Apex Fintech Solutions
Richard Stoneham
Chief Privacy Officer and UK + US qualified lawyer. 8 years of legal practice with 6 years in privacy practice, including: pre-GDPR compliance implementation at a UK FTSE 100 company followed by privacy program management and development in the US financial services sector. University of Edinburgh Law School Alumnus.
Apex Fintech Solutions is a fintech powerhouse enabling seamless access and frictionless investing. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, and SaaS solutions through its Apex Clearing™, Apex Advisor Solutions™, and Apex Silver™ brands.
Deputy General Counsel, PeopleConnect
Justin C. Johnson
Justin currently serves as the Deputy General Counsel of PeopleConnect, a family of companies that endeavor to inform, connect and protect consumers through prominent people search websites TruthFinder, Instant Checkmate, Intelius and US Search, as well as one of the oldest social media websites, Classmates.com. As a digital identity company, PeopleConnect finds itself at the center of many current hot-topic legal issues involving online privacy and the right of publicity.
In his role, Justin helps oversee all legal matters including litigation, compliance, data privacy and commercial contracts. His experience prior to PeopleConnect is diverse. He worked as a complex commercial litigator at Manatt Phelps & Phillips, LLP, co-founded a digital health start-up, and served as the General Counsel of a boutique real estate investment and development company. He is a graduate of UC Berkeley and UCLA School of Law, and currently resides in Southern California with his wife and two children under five.
Chief Privacy Officer, Red Ventures
Scott Mickle
Scott is the Chief Privacy Officer at Red Ventures, a prominent privately held technology and digital media company. He oversees the strategic development and execution of the organization's comprehensive data privacy initiatives. Scott's role entails providing counsel to senior executives on a spectrum of intricate privacy laws and regulations at the sector, state, national and international levels.
Drawing from a rich background in sales, marketing, consulting, and entrepreneurship; Scott adeptly navigates teams through the ever-evolving landscape of regulatory compliance. Before assuming his current position, Scott was part of a "Big Four" consultancy, where he assisted clients by enhancing their privacy programs. Scott holds a Master's Degree from Wake Forest University and is recognized as a Certified Privacy Professional in the United States and Europe (CIPP US/E) by the International Association of Privacy Professionals (IAPP). Scott is an avid baseball card collector with over 75,000 cards in his collection.
General Counsel, ServiceChannel
Brian Chase
As General Counsel of ServiceChannel, a company that provides facilities managers with a single platform to source, procure, manage and pay for repair and maintenance services from commercial contractors across their enterprise, Brian Chase oversees and manages all legal and compliance matters. By maintaining a strategic focus, he helps leadership and stakeholders align legal objectives with the company’s overall direction. Brian excels at fostering cross-functional collaboration, bringing diverse teams together for successful decision-making.
Prior to joining ServiceChannel, Brian served as General Counsel for Foursquare and, before that, as attorney at Gunderson, Dettmer, Stough, Villeneuve, Franklin & Hachigian, LLP law firm. Brian holds a BS from the University of Utah and a JD from the Boston University School of Law.
Chief Security Officer, ETHERFAX, LLC
Emil Sturniolo
As Chief Security Officer at ETHERFAX, Emil is responsible for managing ETHERFAX’s security risks as well as ensuring compliance with industry security standards and best practices. This includes helping ETHERFAX achieve and maintain its PCI DSS, HITRUST and FedRAMP certifications, thus providing ETHERFAX’s customers with the confidence that their data will be handled with the utmost care.
Emil is a recognized and respected authority on Internet-based networking and security technologies as he began developing Internet / communications-based solutions in 1981 and worked with many of the original members of the Internet Engineering Task Force (IETF) to develop the Internet into the worldwide computer network it is today. Emil holds over 50 patents related to communications, security, and cryptography, with many more domestic and international applications still pending. Emil’s additional responsibilities include overseeing ETHERFAX’s Intellectual Property portfolio.
Vice President of Customer Advocacy & Compliance, SiriusXM
Karina Dahir
Karina Dahir started her career at Sirius XM in 2007 and has held various roles including Senior Director of Listener Care and Director of Care Services Programs. As of February 2018, she has held her current position of VP of Customer Advocacy & Compliance. As Vice President her responsibilities include ensuring that Sirius XM’s marketing practices and communications adhere to legal and ethical standards, prioritizing consumer interests, maintaining regulatory compliance, developing and implementing strategies to protect consumers, and maintaining brand reputation.
Head of Litigation and Regulatory Policy, Postscript
David Carter
For more than 17 years, David was in private practice, most recently as an Equity Partner at Womble Bond Dickinson in Washington, DC, where he focused his legal practice on the intersection of litigation and telecommunications regulation. David founded and led the TCPA Defense Force, a team of lawyers dedicated to helping companies large and small comply with TCPA and state law equivalents. He worked with clients on establishing compliance programs, defending litigation when it did arise, and working with federal regulators to encourage the adoption of policies that protected consumers while reducing the risks of frivolous litigation.
David now serves as Head of Litigation and Regulatory Policy at Postscript and is founding president of the Ecommerce Marketers Alliance. In those capacities, he helps implement new compliance solutions and collaborates with companies harnessing the power of SMS to reach consumers. He continues to advocate for common sense policy reforms to defer frivolous litigation impacting ecommerce brands.
Senior Director Digital Transformation, Florida Blue
Natashe Barnard
Natashe Barnard has worked for Florida Blue, the leading health insurer in Florida, for the past six years in various leadership roles across customer experience and digital transformation. As a senior director for digital transformation, she is focused on building scalable solutions that aim to improve the member experience and business processes.
Natashe currently leads a team responsible for delivering platform solutions that support member preferences and consent and end-to-end member engagement. She and her team also deliver enhanced capabilities and tooling to enable best-in-class chatbot, IVR, live-chat, and other channel enablers connected to provide an omni-channel eco-system supported by secure digital experiences.
Prior to joining Florida Blue in Jacksonville, Natashe spent most of her career in financial services in South Africa and other parts of the U.S. and holds a Law degree and Honors in HRD from the University of Johannesburg.
Director of Privacy and Monitoring Compliance, Zillow Group
Lisa Barksdale
Lisa M. Barksdale is the Director of Privacy at Zillow Group, overseeing the development and implementation of policies to safeguard employee and customer data. She provides valuable guidance and operational input on privacy risks and controls across all business lines and functional areas. Lisa maintains an up-to-date understanding of relevant industry standards and reports on the overall status of the Privacy Program framework, including key risk indicators (KRIs), significant findings, and remediation efforts to senior leadership. She also led compliance implementation efforts for major privacy regulations, including CPRA, TCPA, and privacy laws in Serbia, Canada, and Mexico.
Before joining Zillow Group, Lisa was an In Business Privacy Officer at Citi Bank, North America. She successfully established a robust Global Consumer Bank Privacy Governance program that aligned with internal global privacy policies and regulations during her tenure there. Lisa provided guidance and input on privacy risk and controls for business operations and regulatory change management. She also led compliance implementation efforts for major privacy regulations, including GDPR, CCPA, and privacy laws in New Zealand and Brazil.
Partner, Kelley Drye
Aaron Burstein
Combining deep legal knowledge, technical acumen, and extensive government-side experience, Aaron Burstein helps clients prevent, address, and resolve complex privacy, data security, and consumer protection law problems.
Before entering private practice, Aaron served as an attorney in the FTC’s Division of Privacy and Identity Protection and as a senior legal advisor to Commissioner Julie Brill. As an advisor to Commissioner Brill, Aaron provided legal and policy advice on U.S. and international privacy and data protection issues, rulemaking, and enforcement actions involving nearly every area of the FTC’s consumer protection authority.
Aaron’s government experience extends over nearly a decade beyond his work at the FTC. Before joining the FTC, Aaron served as a policy adviser at the National Telecommunications and Information Administration, where he was the principal drafter of the Department of Commerce’s consumer privacy “green paper” and the White House’s Consumer Privacy Bill of Rights report. He also served as Director for Privacy and Civil Liberties in the National Security Council’s Cybersecurity Directorate.
Following law school, Aaron worked as a trial attorney in the Antitrust Division of the Department of Justice and was a research fellow at the University of California, Berkeley, School of Law and School of Information.
Since leaving government service, Aaron has maintained close and positive working relationships with colleagues at the FTC, the National Telecommunications and Information Administration, and other agencies and offices, and he remains at the forefront of this ever-changing field of law.
Partner, Bradley
Alexis Buese
Alexis Buese’s practice involves all aspects of commercial litigation, with an emphasis on class action, financial services litigation, contract disputes, and real estate and consumer class action litigation. She has broadly defended the consumer products and financial services industries against the expanding array of class actions that challenge their products, procedures, and servicing. Her clients include financial institutions and numerous consumer goods manufacturers and retailers, including apparel, furniture, food, vitamin and dietary supplement companies, and e-commerce companies. Alexis regularly represents clients in telemarketing litigation brought under the Telephone Consumer Protection Act (TCPA), Florida Telephone Solicitation Act (FTSA), and other state telemarketing and consumer protection laws, and she frequently writes and speaks on telemarketing compliance.
Alexis has been a featured panelist at numerous conferences and events addressing telemarketing laws, arbitration and other contractual provisions implicated in disputes, as well as creating enforceable website terms and conditions. Recognizing the confusion created by the FTSA’s lack of clarity, Alexis was retained by the Florida Justice Reform Institute to provide critical testimony during the 2023 Legislative Session in support of the reforms.
CEO & Co-Founder, New Era ADR
Rich Lee
Rich is the CEO and Co-Founder of New Era ADR, a fast-growing dispute resolution forum and technology company that resolves arbitrations in 100 days, saving parties to a dispute up to 90% in time, expense, and distraction. New Era is revolutionizing dispute resolution across numerous industries, including tech, employment, sports, retail, financial services, automotive, real estate, and many more.
Rich is also an attorney and former General Counsel of two fast-growing, venture-backed technology companies. At both companies, he served on the executive team, led legal, cybersecurity, and compliance, and helped lead and evolve the companies through rapid growth and over $60M in VC funding. Rich also serves as an advisor, board member, and investor in technology startups and venture capital funds and on the national Leader’s Council of the Legal Services Corporation (a U.S. Senate-funded 501c3). He holds a J.D. from Loyola University Chicago School of Law and a B.S. in Bioengineering from the University of Illinois at Urbana-Champaign.
Partner, Reed Smith
Monique "Nikki" Bhargava
Monique “Nikki” Bhargava is a partner in Reed Smith’s Entertainment and Media group, and co-lead of the AI section within the firm’s Emerging Technologies practice. Based in the firm’s Chicago office, she helps clients navigate compliance and legal risks relating to their technology, media, advertising, and data initiatives, including the development, implementation, and use of Artificial Intelligence technologies. Her work includes advising on IP and privacy issues, governance, false advertising, data collection, management and protection, digital marketing and content, social media, adtech and martech. Nikki also supports consumers brands, advertising agencies, publishers, media and technology companies in all aspects of their advertising, marketing, and media initiatives, from concept to launch, as they innovate to drive consumer engagement. She can be reached at mbhargava@reedsmith.com.
PARTNER, LATHAM & WATKINS LLP
Marissa Boynton
Marissa Boynton advises US and global clients across all market sectors on cybersecurity and data privacy, data breach response, and consumer protection. She has helped clients navigate various laws governing data privacy and consumer protection, including those under the California Consumer Protection Act (CCPA), Health Insurance Portability and Accountability Act (HIPAA), Gramm Leach Bliley, Children’s Online Privacy Protection Act (COPPA), Federal Trade Commission Act, CAN-SPAM, and telemarketing laws, as well as self-regulatory and online behavioral advertising guidelines. Ms. Boynton frequently represents clients before the Federal Trade Commission (FTC), state attorneys general, and other government agencies and bodies. Ms. Boynton has also represented clients in high stakes litigation matters in state and federal courts.
In 2021, Ms. Boynton was recognized by Law360 as a Rising Star, Privacy, and named to the prestigious Data Privacy 40 under 40 by Global Data Review.
Managing Partner, Mac Murray & Shuster LLP
Michele Shuster
Michele Shuster is the Managing Partner at Mac Murray & Shuster LLP and former Chief of the Ohio Attorney General’s Consumer Protection Section. Bringing more than two decades of experience in the consumer protection arena, she advises highly regulated businesses on a wide range of marketing and advertising, privacy, and other consumer protection matters. Michele regularly represents clients in matters before the FCC, FTC, and state attorneys general, conducts regulatory compliance audits, and provides defense in government enforcement actions.
Partner, Copilevitz, Lam & Raney
William E. Raney
William focuses on First Amendment issues and compliance with federal and state telemarketing and privacy laws. His clients range from large international corporations to smaller independent outsourced service providers. In particular, William provides counsel on compliance with telemarketing laws including registrations, do-not-call issues and other consumer protection issues. He also advises clients regarding privacy laws including the California Consumer Privacy Act (CCPA) and the EU’s General Data Protection Regulation (GDPR) regarding data security, breach notification and intended use disclosures. He tracks applicable state and federal regulations and publishes a monthly newsletter for his clients.
William is an experienced civil litigator whose practice focuses on constitutional challenges, regulatory actions and consumer class action defense. He defends companies in a variety of class and individual actions including claims alleging violations of the Telephone Consumer Protection Act (TCPA), Telemarketing Sales Rule (TSR) and unauthorized call recording under California’s Invasion of Privacy Act (CIPA). He also represents businesses before the Federal Communications Commission, the Federal Trade Commission, the Internal Revenue Service and numerous state agencies and courts.
Special Counsel, Kelley Drye
Chris Tarbell
Chris Tarbell, Special Counsel, focuses his practice on privacy law. Chris helps clients understand how to comply with regulations with practical advice and helps them respond to and mitigate privacy risk. Chris has a keen understanding of the ever-evolving data privacy landscape and is frequently called upon to speak on this topic.
Prior to joining Kelley Drye, Chris served many years as an in-house lawyer. He was an associate general counsel for a leading global sports platform where he provided legal guidance on a multitude of privacy and data security issues. He was also assistant general counsel for a leading entertainment where he advised global businesses, including publishers and advertisers, on compliance with domestic and international privacy, data security, and related consumer protection laws.
Partner, Dentons US LLP
Mark Silver
Mark Silver’s practice involves all aspects of commercial litigation, with an emphasis on class actions brought under the Telephone Consumer Protection Act (“TCPA”) and related state and federal statutes. Based in Atlanta, Mark has assisted start-up companies to Fortune 100 companies with class action litigation and compliance. Mark also advises businesses on other consumer protection matters, including in matters before federal and state regulatory agencies.
Mark has been named Best Lawyers in America, Ones to Watch: Technology Law, Appellate Practice, Commercial Litigation, and Litigation - Banking and Finance; Chambers USA named him in TCPA Class Actions, Up and Coming 2024; and Dentons’ Atlanta TCPA practice has been awarded Band 1 in Chambers USA.
Director & Counsel, Privacy, Take-Two Interactive Software, Inc.
Marine Cabour
Marine is a Director & Counsel at Take-Two Interactive Software, Inc., a leading video game company renowned for its ownership of several high-profile labels and for distributing some of the most popular video games. With a focus on privacy law and compliance, Marine develops and implements robust legal frameworks to safeguard user data whilst driving business growth and innovation. Drawing from previous experience in the tech industry and having worked in both Europe and the US, she brings in a unique perspective to navigate the complex and fragmented privacy landscape.
Director of Compliance Programs, Amplifon Americas
Allyson Hammer
Allyson has worked in the highly regulated health care industry for over 13 years. Her experience includes providing compliance support for a large integrated healthcare system, including hospitals, clinics, home health and durable medical equipment. She is the Director of Compliance for Amplifon Americas, leading a multi-disciplinary compliance program. Amplifon is a global leader in hearing healthcare, including a network of direct-to-consumer retail clinics, as well as a third-party insurance division. In this role, she has experience managing and implementing data privacy regulations, including the intersection of emerging state law with consumer health data (HIPAA). Over her career, Allyson has been able to identify compliant solutions to achieve organizational goals, while meeting increasingly stringent regulatory requirements.
Senior Director of Compliance, SiriusXM
Kim Liiv
Kim Liiv has been working for SiriusXM for the past ten years and has helped to create and transform Call Center Compliance for her company. Kim has always had an unwavering commitment to make her customers a top priority and continues to drive her mission to improve SiriusXM’s Compliance Programs to exceed industry standards. Prior to her role with SiriusXM, Kim worked for MCI/Verizon in various roles which included Compliance. This industry knowledge helped to lay the groundwork for her success in furthering the SiriusXM goals of doing the right thing for every customer.
During Kim’s tenure at SiriusXM she created & implemented the following programs for SiriusXM including: 1. Inbound Agent Call Center Controls 2. Outbound Sales Call Auditing 3. Compliance Point program to inspect Outbound Dials & Non-Pay messages 4. Compliance Training and Standards of Conduct Policies 5. Regular stakeholder meetings / Governance for call center activity.
When she isn’t driving compliance Kim loves to travel, spend time with her daughters, and volunteer at her favorite charities and community needs.
Vice President – Contact Center Operations, Quinstreet
Tyler Orrell
Tyler is a results driven and proven Operations and Contact Center executive with an exemplary record of success. He has a deep experience in strategic planning, vendor management/selection and execution of business strategies. He’s achieved success in established businesses, new business start-ups, and revenue-growth Operations.
Tyler is also a leader in growing and developing Contact Centers that have critical-time and revenue sensitive requirements. Executive level strategic thinker and able to make quick, tactical decisions in dynamic environments. Process driven towards successful outcomes with a focus on developing others as well as improving the operational results of the business.
Manager – Compliance, Disney Vacation Club
Bob Carl
Bob oversees sales and marketing compliance, call center compliance and the privacy safeguards program at Disney Vacation Club. Prior to joining Disney, he held various compliance leadership positions in the Law Department at Wyndham Vacation Ownership. Bob has worked with call center compliance projects and programs in the resort industry for over 20 years, helping to operationalize a variety of do-not-call and telemarketing compliance solutions.
Partner, Eversheds Sutherland
Frank Nolan
Frank Nolan represents companies in class action and commercial litigation and arbitration in courts and arbitral forums across the country. Frank represents companies in disputes and investigations across a range of sectors and industries, including insurance, life sciences, real estate, banking, manufacturing, technology, biometrics and aeronautics.
Frank serves as lead counsel for companies facing consumer class action complaints, including those arising from data privacy statutes, cybersecurity incidents and breaches, biometrics laws and the Telephone Consumer Protection Act (TCPA). Through his commercial litigation and arbitration practice, Frank represents large national and multinational entities in contractual and other business disputes in federal and state trial and appellate courts across the nation as well as before domestic, international and reinsurance arbitration forums.
Prior to law school, Frank worked as a policy analyst for the US Department of Defense, first with the Undersecretary of Defense for Acquisitions and later for the Assistant Secretary of the Army for Acquisitions. He is a member of the firm’s Pro Bono Committee and has represented numerous clients seeking asylum under the United Nations Convention Against Torture. Frank also serves as Co-Chair of the Board of Directors of Trail Blazers, a 140-yearold nonprofit organization serving children in the New York City area.
Chief Customer Officer, Etech Global Services
Jim Iyoob
Jim is a 33-year veteran of the call center/BPO industry. He is passionate, driven, and an energetic business leader with a strong desire to remain ahead of the curve in outsourcing solutions and service delivery.
Jim has an impeccable track record of innovation and advanced business intelligence. He has been instrumental in setting up solutions for brands looking to optimize and automate their daily customer experience needs.
SVP Operational Excellence, Etech Global Services
Shawndra Tobias
Shawndra is a 25-year veteran of the call center/BPO industry. Shawndra has served in various roles to include OSS Reporting Specialist, Project Lead, Account Leader, Director of Program Implementation, Sr. Director of Operations, Sr. Director Customer Experience, Asst. Vice President, Vice President and now SVP.
She received her professional certification in Data Science from Johns Hopkins University, Business Analyst Certification from UPenn/Wharton School of Business and is a 3 Star IBM Recognized Data Expert. She also has extensive Project Management experience applying PMI philosophy and Six Sigma fundamentals.
VP CS Digital, Strategy & Operations, National Debt Relief
Vincent Trotter
Vincent Trotter is a multi-faceted, performance-driven, and award-winning, Sales, CS & Business Executive Leader with transferable experience in driving business expansion and revenue growth across highly-competitive industries and markets.
Vincent has combined his drive for agent perfection, linguistics ability and deep contact center roots with learnings from speech data to become an industry leader in driving Artificial Intelligence and Machine Learning to the forefront of Customer Contact conversations and operations.
CEO, Mastermind
David Forman
David is the Chief Executive Officer of Mastermind, a certification body accredited to assess and certify governance programs against standards established by the International Organization for Standardization (ISO). Mastermind is the first company in the United States to focus exclusively on ISO certifications, one of the most trusted forms of third-party assurance used by technology service providers.
Before founding Mastermind, David began his career at EY and later built the Global Assurance team at Coalfire, where he increased the practice's revenue by more than 30x over a 7-year period, transforming the in-house certification body into one of the largest assessment practices in North America. David is a certified Lead Auditor for ISO 27001 (information security), ISO 9001 (quality), ISO 27701 (data privacy), ISO 22301 (business continuity), and ISO 42001 (artificial intelligence).
Beyond his professional achievements, David has a deep passion for sushi and is an enthusiastic world traveler having visited 49 countries.
Chief Operating Officer, PossibleNOW
Rob Tate
Rob rejoined PossibleNOW as Chief Operating Officer in 2024. He brings extensive management experience in software, data, and professional services businesses. As COO, he oversees the operations of the company and plays a major role in building company strategy, financial planning, risk management, and customer & staff operations.
Before joining PossibleNOW, Rob served as Senior Vice President of Sales at Verisk, a global data and analytics company. In this role, he led the Marketing Solutions business unit which evolved through a series of acquisitions. Prior to that position, Rob held several business development roles including Senior Vice President of Sales at PossibleNOW, spanning 13 years of growth.
He received his Bachelor of Business Administration from Georgia College & State University and resides in Metro Atlanta with his wife and two children.
Senior Vice President & General Manager, CompliancePoint
Matt Cagle
During his 17-year tenure at CompliancePoint, Matt has been instrumental in the development and honing of a variety of audit and compliance services related to customer engagement, vendor management, and privacy. Matt has consulted with organizations spanning a broad variety of industries, including several Fortune 500 companies, to assist with the development of their direct marketing compliance programs and monitoring of their vendor networks. He is a Certified Information Privacy Professional (CIPP/US) by the International Association of Privacy Professionals (IAPP). Matt is also a certified Customer Engagement Compliance Professional (CECP) by the Professional Association for Customer Engagement (PACE).
Director of Privacy Services, CompliancePoint
Matt Dumiak
Matt Dumiak is the Director of Privacy Services at CompliancePoint. Matt’s focus is U.S. and international privacy regulations. Matt works with clients in a variety of industries and is dedicated to providing practical and reliable consulting and implementation recommendations surrounding risk management. Matt holds the Certified Information Privacy Professional (CIPP/US and CIPP/E) certifications from the International Association of Privacy Professionals (IAPP).
SVP Litigation Support Services, CompliancePoint
Ken Sponsler
After retiring from the Army after a 27-year career where his final post was 3rd Infantry Division Command Sergeants Major (an elite combined arms combat division) during which Ken carried a Top-Secret Clearance, Ken amassed more than twenty-five years of operational experience in business-to-business and business-to-consumer global direct marketing compliance matters. During his professional career he served a critical role during the early years at PossibleNOW Services Inc., CompliancePoint’s parent company where he was responsible for developing the functional specifications for PossibleNOW’s “DNCSolution,” which, among other things, provides a scrubbing platform to scrub for wireless numbers and numbers registered on the NDNCR, state DNC lists and entity specific DNC lists while accounting for numbers associated with an established business relationship (inquiry or transaction EBR) as well as consent. Ken later founded CompliancePoint, CompliancePoint’s expertise includes historical DNC and wireless telephone number call data analysis for compliance due diligence and litigation support. Ken has worked with sellers, service providers, regulators, as well as plaintiff and defendant law firms to analyze billions of historical call data records.
In his role as General Manager and Senior Vice President at CompliancePoint, he has also served as a court-appointed monitor, as well as a party’s expert witness, to perform historical call record analysis for the purpose of determining compliance with the TCPA, specially relating to NDNCR, wireless and associated consent requirements.
Vice President of Litigation Support Services, CompliancePoint
Darlene Geller-Stoff
With more than thirty-years of experience, Darlene is considered one of the Contact Center and Consumer Engagement industry’s most trusted consultants. Her work has been recognized numerous times over the years for its positive impact upon the organizations she consults with and within those industries. Currently, Darlene is Vice President of CompliancePoint Litigation Support Services where she oversees a team of experts, consultants and analysts supporting companies and law firms nationwide with issues related to TCPA litigation. Before she joined the CompliancePoint Litigation Support Services team in 2020, she had founded Direct Communication Specialists, LLC in 1990, a consulting practice focused on consumer engagement and contact center operations with a focus on customer communication, engagement, and quality assurance. Darlene has been designated as an expert in U.S. federal district court and has provided expert opinions and consulting in numerous cases related to TCPA, TSR, and other contact center, telecommunications, and consumer communication issues.
Throughout her career, Darlene has worked with many companies in a variety of industries to develop successful and compliant sales, service, marketing and consumer engagement programs, and high performing quality focused contact center operations. Those companies include Kimberly Clark, Johnson & Johnson Ethicon, Empire Beauty Schools, Nielsen Media Research (now Nielsen Global Solutions), Vantiv Payment Systems (now WorldPay, Inc.), Atlanta Gas Light Company, West Group/Thomson Publishing, Hewlett Packard, CBay Systems (now 3M), Westinghouse, US Airways (now United Air Lines), Time Warner, and Chick-fil-A.
CEO, Nexxa Group
Holly Paulus
Holly brings over 25 years of diverse expertise spanning business development, risk assessment, data interpretation, project management, and regulatory compliance. Specializing in data-driven decision-making, she excels in comprehensive data mining, pattern recognition, and database optimization. As CEO of Nexxa Group, she has led the company for over sixteen years, specializing in innovative, data-driven marketing solutions for the Energy & Utilities Industry. Nexxa Group's focus on enhancing customer acquisition, retention, and growth reflects Holly's commitment to operational excellence and tailored solutions.
Holly has served as a testifying expert witness and consulting data expert in multiple cases regarding the Do-Not-Call database and Telephone Consumer Protection Act, and is an associate of the CompliancePoint Litigation Support team where she provides expert witness and consulting services with a focus on data analysis. Her background includes extensive experience in ethical data sourcing, data review and quality assessments, data integrity, methodology, conducting data discovery and research, performing data analysis and translation, managing data processing, executing rigorous data testing, evaluating data pathways, and ensuring data compliance.
Senior Consultant/Operations Analyst, Cognizant/SPS
Jerry Cohen
Mr. Cohen has more than 30 years of experience in telecommunications and information technologies focusing on applications and solutions. He specializes in contact center technology and operations with a particular focus on enterprise communications, outbound dialing platforms, customer contact, telemarketing, and collections operations. His background also includes significant experience in the areas of messaging systems, fax technologies, IVR platforms, e-commerce, and multi-national networks. Jerry has worked in the energy, banking, telecom, cable, and technology industries where he was responsible for the architecture, planning and implementation of large-scale, carrier grade, and converged communication networks incorporating enterprise systems that include contact center operations, dialing platforms, IVR and faxing solutions.
Jerry is currently a Senior Consultant/Operations Analyst at Cognizant/SPS. As a business operations and technical analyst Jerry is responsible for defining and directing the requirements, configuration, and implementation of information enterprise technology systems; specifically, those that integrate desktops, devices, call center agents, quality assurance, telephony, internet, reporting and networks. He has been designated as an expert in U.S. federal district court and has provided expert testimony and consulting in cases related to contact center and communication technologies including Fax, SMS Text Messaging and Voice and is an associate of the CompliancePoint Litigation Support Services team.
Managing Consultant, CompliancePoint
Kevin Mayfield
Kevin Mayfield is a Manager in the Marketing Compliance practice at CompliancePoint, focusing on US Federal and State consumer privacy law and direct marketing compliance. He recently celebrated his 10-year anniversary with CompliancePoint and is dedicated to keeping his clients updated on the latest changes in the regulatory landscape.
Kevin feels his business development and account management experience in a heavily regulated industry is what helps him most in understanding what his clients are facing in their daily marketing efforts as they relate to compliance. Kevin has earned a Certified Information Privacy Professional (CIPP/US) certification from the International Association of Privacy Professionals (IAPP), a Customer Engagement Compliance Professional (CECP) certification from the Professional Association for Customer Engagement (PACE) and received his B.A. in Speech Communication from the University of Georgia (Go Dawgs!). He enjoys family, fishing, and golf in his spare time.
Senior Privacy Consultant, CompliancePoint
Michael Nadeau
Michael Nadeau has been helping organizations with their compliance needs for over 10 years. His current focus is on assisting organizations with their privacy program design and implementation. Throughout his career, he has gained extensive experience in Vulnerability & Penetration Testing, Payment Card Industry (PCI) compliance, Security Frameworks Alignment, Risk Assessments & Strategies, Managed Services, Incident & Breach Response, General Consulting, and Technology Implementation & Improvement.
He’s had the opportunity to work with clients across a wide range of industries, including Aviation, Customer Service, Energy, Engineering, Finance, Home Security, Hospitality, Insurance, Gaming, Sports, Marketing, Payments, Real Estate, Food Service, Retail, and Government.
Director, CompliancePoint
Steve Gniadek
Steve Gniadek brings more than 25 years of marketing and management experience and 20 years of consulting expertise to CompliancePointDM. In his role as Director, Steve manages dozens of clients and hundreds of their 3rd party telemarketing vendors. He also manages a team of consultants. Steve has performed a multitude of US federal and state as well as Canadian telemarketing and DNC, CAN-SPAM, and Junk Fax compliance assessments and audits. Prior to CompliancePoint, he worked as a marketing manager for PossibleNOW learning the complexities and intricacies of privacy compliance.
Steve has in-depth experience with a broad array of consumer contact compliance, security and privacy regulations and processes. He closely monitors the ever-changing legal requirements and is experienced in developing and refining processes and solutions for complying with the evolving rules.
Steve’s received a Bachelor’s degree from the University of Massachusetts / Amherst. His Registrations, Licenses and Certifications include:
- Certified Information Privacy Professional (CIPP/US) by the International Association of Privacy Professionals (IAPP)
- Customer Engagement Certified Professional (CECP) by the Professional Association for Customer Engagement (PACE)
Managing Consultant, CompliancePoint
Mackenzie Atuan
Mackenzie Atuan is a Managing Consultant on the Privacy Services team and was previously on the Marketing Compliance team at CompliancePoint. Currently, Mackenzie focuses on U.S. and international privacy regulations and works with clients in a variety of industries to assess, implement, and manage their privacy programs. Mackenzie has earned the Certified Information Privacy Professional (CIPP/US and CIPP/E) certifications from the International Association of Privacy Professionals (IAPP).
Associate Practice Director, CompliancePoint
Brandon Breslin
Brandon Breslin is the Associate Practice Director and current PCI, SOC, and ISO Practice Lead at CompliancePoint. Brandon oversees all operations within the Security Assurance department managing the team of consultants performing attestation and consulting engagements within PCI, SOC, and ISO. Brandon has had extensive experience within the Cybersecurity Assurance and Information Security Compliance areas from his time at both CompliancePoint and at Crowe LLP, deeply specializing within the PCI DSS for the past ten (10) years. Brandon has lead client engagements of varying sizes and complexities across the following industries: retail and consumer markets, eCommerce services, healthcare, entertainment, hospitality, service providers, and financial institutions. He has lead projects ranging from attestation services (ROCs and AOCs) to non-attest services such as Gap assessments, scoping and data discovery exercises, and PCI consulting.
Brandon holds the following certifications: Qualified Security Assessor (QSA), PCI Professional (PCIP), Certified Information Systems Security Professional (CISSP), ISO 27001 Lead Implementer, ISO 42001 Certified, Certified Information Systems Auditor (CISA), and is PCI 3-Domain Secure (3DS) certified.
Brandon has also lead other non-traditional PCI assessments, such as TR-39, PIN Security, and PCI PIN, as well as SOC and ISO engagements. Brandon is an active member in the Cybersecurity and Compliance community and within the ISACA Atlanta chapter.
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