Education Sessions

PDFs of the education presentations are available for registered attendees here. You must be signed in to access them. Audio recordings of the education sessions will be available in the coming weeks.

Engaging your Customers through B2B Gift Cards

In the B2B gift card industry, there has typically been a wall between the Merchant and the customer who ultimately chooses their gift card via B2B gift card portfolios. What happens when you are able to engage the end-consumer in B2B? How can you do it? What results could you see? We will use data from our platform and show what can happen with even just a little bit of engagement and how merchants are able to do this today in all B2B programs. 
Holly Glowaty, EVP of Merchants, Prizeout

Fantastic Behavioral Science Hacks You Can Use to Achieve Better Program Results

Takeaways include how design-phase hacks improve results of your incentive, recognition and loyalty programs, small changes in rewards that drive huge improvements in your results, decide once and for all whether ignoring extrinsic motivation is a good idea (or not), and identify the power words you’ll need to maximize engagement in your program.
Tim Houlihan, Founder, BehaviorAlchemy

Choosing U

Having the right reward mix for your incentive and recognition program results in gratifying and guilt-free purchases for participants that are long-lasting, memorable and sharable. In order to create the right mix for your clients, you must consider the dynamic nature of who we are as individuals. During this session, Mark Smith of One10 will share his story and why we must remember that your participant’s story is what will guide their reward selections. 
Mark Smith, Sr. Director, Rewards, One10

Recognition Fundamentals

Recognition Fundamentals provides an overview of the Seven Best Practices and has been developed from years of implementation and research. Promote awareness and develop a thorough understanding of the vital role recognition plays in organizations with this hour-long course. Recognition Fundamentals is a standalone, introductory course that is recommended but not required for CRP certification.
Theresa Harkins-Schulz, Sodexo 

Why Merchants Must Close the Gift Card Digital Transformation Gap

Digital transformation has impacted almost every aspect of commerce, but in many cases gift cards have been passed by. Many merchants are leaving a ton of gift card-powered value on the table because they haven’t yet made gift cards central to an integrated, omnichannel strategy. While there are many factors that impact the value of these programs, mature, high-value gift card programs should be frictionless, highly personalized, an equal partner in an omnichannel strategy, and designed to leverage search and recommendation. This presentation will address these topics and cite new 2021 research from Incisiv on the state of gift card programs spanning U.S. retailers and restaurants.
Kevin Payne, VP Corporate Marketing for GiftNow, a Synchrony solution (Loop Commerce); John Grech, Head of Retail Partnerships, GiftNow, a Synchrony solution (Loop Commerce)

IESP Original Research - The Business Case Benchmarks for Incentives 

The IESP launched a survey in July intended to capture benchmark data on the business value that can be achieved through the implementation of well-designed incentive and B2B loyalty programs. In this session, Chris will reveal for the first time the results of that survey and will share industry PROOF of the value of our services bring our clients – statistics that you can share with your clients and prospects immediately. We will also share our plans for expanding on this research in the future to put a strong definition around the term “well-designed.”
Chris Galloway, CPIM, EVP, Strategy & Design, Brandmovers 

Balance of Rewards in a Recognition Program

  • Levers people use
  • When to use Gift cards, merchandise, experiences/travel
  • Allocate right mix to achieve success
  • How does the right mix drive behaviors and results
  • Making adjustments to keep engagement alive
Ashlee Green, Verizon; Susan Hall, Gateway First; Tonda Ferguson, Southwest; and Brian Dodds, IP, Vice President of Sales, Workstride

Covid Winners: Online Subscription Gift Cards

We will track the evolution of new emerging gift card segments starting with Omni-channel merchants (Home Depot, Staples, Sears), then online platforms (Fandango,, SpaFinder), and now online subscription companies (Netflix, XBox, Dollar Shave Club) and analyze this new gifting phenomenon.  Now, as you will learn, all online gift cards are NOT equal. 
Mitch Brody, Blackhawk Network (Moderator); Nat Salvione, VP Partnerships, Tango Cards; Mark Smith, Sr. Rewards Director, One10 Marketing; Cindy Willis, Sr. Rewards Product Manager, Martiz Motivation Solutions; Holly Glowaty, EVP of Merchants, Prizeout

Managers - The Missing Piece of the Recognition Puzzle

The pandemic and a sudden shift to remote workers has shined a spotlight on the need for manager recognition training. But, training is only one dimension of engaging managers to recognize employees. Mangers are critical to a successful employee engagement initiative and need a combination of training, recognition tools, metrics, regular reinforcement and executive support to provide effective recognition programs. This session investigates how to tap managers, the missing piece of the recognition and engagement puzzle, to maximize your employee recognition initiatives.
Ric Neeley, CPIM, Hinda Incentives (Moderator), Mike Donnelly, CPIM, President, Hinda Incentives, Jeff Gelinas, President of Recognition & Engagement, Engage2Excel, Theresa Thomas, CPIM, Vice President, Strategic Solutions, Hinda Incentives

Group and Incentive Travel - Reimagining the Industry Post-Pandemic

As the world emerges post-pandemic, the travel industry will be very different over the next few years. For group and individual incentive travel, the differences pre/post pandemic may be even greater than the industry as a whole. Join our panel discussion where experts in group and individual incentive travel will share insights into how they are reimagining their offerings and what they see as quick wins and longer term options for companies looking to reward, engage and incentivize through group/individual incentive travel programs.
Todd Tomlin, Managing Director, Consummo Consulting (Moderator); Peter Friend, Founder and CEO, Global Hotel Card By Expedia; Nancy Alderman, Client Service Consultant, TSYS Loyalty

The Essential Elements of Recognition

In order for a recognition program to have the most impact, there are a few simple things that need to be included. These 5 Essential Elements of Recognition provide a framework in creating a strategic and successful recognition program that increases employee satisfaction and aligns with the organizational goals.

  1. Human Interaction
  2. Peer Recognition
  3. Useful & Desirable Awards
  4. Family Involvement
  5. Immediate Gratification

The 5 Essential Elements of Recognition play a huge role in building a culture of togetherness, support, and total recognition. Join our panel led session as we discuss these elements in detail and their impact on the recognition experience.
R. Scott Russell, CRP, VP of Engagement Strategies, C.A. Short Company & Past President of RPI (Moderator); Kevin Gergel, VP Sales, C.A. Short Company (Moderator); Jeff Ross, CRP, CEO/CFO, C.A. Short Company, Lauren Gagne, CRP, Director of Merchandising, C.A. Short Company, RPI Board Director, Latecia Pusha, CRP, HR Manager, SHRM-CP, Effingham Health System

Rewards, Incentives, and Payments: What Consumers Really Want

A lot has changed in the last year, but the desire for companies to reward good work and incentivize consumers is stronger than ever. Hear results from Tango Card’s recent research and customer surveys on what consumers say they want when it comes to receiving rewards, incentives, and payments in 2021. 
Scotty Greenburg, Marketing Director, Tango Card 

12 Karmic Laws of Incentive Rules - What Buddhists Know About Program Design

Program design is both difficult and easy. And therein lies the rub. It adheres to simple rules that can be used in infinite ways. Hinduism and Buddhism are also complex yet easy.  There are only 12 Laws of Karma. I believe there are also only 12 Laws of Design. Spend time learning how the 12 Laws of Karma can be reinterpreted as 12 Laws of Incentive Design. 
Paul Hebert, IP, Senior Account Executive, Workstride 

Incentive Program success? If You Don't Measure, You Don't Know. 

The topic of return on investment and program success frequently gets brought up, but all too often, opinion and anecdote determine whether a program is performing or not. With the tools and automation now available, this answer is data driven. In this session, we will discuss what can and should be measured in order to manage for program success. 
David Gould, CPIM, Managing Director, Europe, 360insights

Brand Right Recognition: The Spirit Way 

At Spirit Airlines we deliver the best value in the sky through our relaxed, friendly, fun and playful culture.  During this session you will learn how we integrate our values of safety, service, savvy and style into our recognition programs to ensure we build a brand right recognition experience that positively impacts employee engagement and company performance.
David Klein, Senior Director, Talent & Organizational Development, Spirit Airlines

Innovation Showcase

Drive Behaviors that Power Business Results with Engaging Rewards

In a post-pandemic world, drive behaviors that power business results with engaging e-gifts.  Learn how to set up a successful reward program for your company and influence customers, employees, panelists, and consumers with delightful rewards.
Suhas Gujarathi, Director of Sales at Xoxoday

Transforming What Payments Can Do For You

Our reward and incentive solutions are designed to offer flexibility, scalability, and control. They reward productive employees, deliver patient affordability solutions to the pharmaceutical industry, disburse funds to networks of freelancers or vendors, and build customer loyalty, to name only a few. Learn how you can benefit from a full-service, tailored card program.

Presenter: Steve Peterson, SVP, Business Development at Paysign
About Paysign