Join us for a Panel Presentation

October 12, 2023 // 8:30 - 10:30 am // EntreBank

The Evolve Payment team invites you to our upcoming Panel Presentation hosted at EntreBank on October 12, 2023. Experts from multiple sectors of the financial industry will share their knowledge and bring clarity and insight to a commonly misunderstood and painstaking space of financial rates. We’ll discuss topics such as:

  • Identifying when is the right time to refinance
  • How to manage your financial numbers through a recession
  • Tips from the experts of managing rates
  • What is Surcharging, and how does it compare to Dual Pricing // Cash Discount?
  • Which is better for my business? ACH vs Credit Cards
  • How can you expense and write off Merchant Processing costs?
  • Strategic Debt Reduction tactics
  • And More!

Meet the Moderator

Marnie Ochs-Raleigh

Evolve Systems

Marnie is the CEO and co-founder of Evolve Payment. Marnie brings her understanding of what it means to be a business owner navigating complex issues such as rate conversations, as well as having an expert understanding of the payment processing industry.

Meet the Panelists

Heide Olson

All In One Accounting /
Veracity Pros

For nearly 20 years, Heide and her team have delivered expert financial oversight to their clients, helping drive growth and protect assets through transparency and partnership. Heide will share more about leveraging your financial partner’s accounting leadership and expertise.

Kevin Westerhaus

EntreBank

Since 2002, Kevin has advocated for his clients to identify how to get the best rate possible, and will be sharing a state of the rate conversation in this panel. Learn more about when the right time to refinance is, and how to find a trustworthy partner.

Chad Helgemoe

Evolve Payment

Since 2008, Chad has been a resource and industry leader in the B2B payment processing space and has helped his clients reduce costs and optimize the Accounts Receivables process. Chad brings his expertise to the panel to share what to look for, and new emerging technology trends.