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