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How to Prepare an RFP for Credit Card Processing Services

March 22, 2017
1:00 PM to 2:00 PM ET


  • Summary
  • CPE Information
  • Presenters
With all of the security-related changes in credit card processing over the last few years (e.g., PCI DSS, EMV, encryption) it is important that restaurants and retailers have the processor that is best suited for them. "Best" being defined as service levels, assistance with addressing security issues and, of course, fees. But how do you find that right processor? There are many good ones out there, and a few not so good. Simply asking a few candidates to provide you pricing and other information will only serve to confuse and not allow you to make an "apples-to-apples" comparison. This webinar will walk you through the steps you should take in preparing a Request for Proposal (RFP) so that your company can retain the best processing partner for the next several years.
Webinar Learning Objectives:
After this webinar, participants should be able to successfully:
  • List the major steps to undertake in performing a credit card RFP project
  • Describe project timing considerations and information to provide to the credit card processor candidates - and why
  • Explain how to analyze the credit card processor proposals - both quantitatively and qualitatively
Delivery: The webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1 CPE credit in the field of Specialized Knowledge
Program Level: Overview
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Dennis Hoyt, President, Hoyt Treasury Services, LLC

Dennis is an accomplished treasury consultant and financial executive with an MBA in finance. He is also a CPA and a Certified Treasury Professional (CTP). His 25-year accounting and financial career has focused on treasury work — both in the corporate world and as a consultant. His broad treasury background gives clients access to valuable banking, transaction processing, and software providers on a national level.

Host and Moderator:
Natalie Kotlyar, Assurance Partner – BDO USA, LLP

Natalie leads BDO’s national Consumer Business practice. She has been serving clients in the consumer business industry for more than 20 years with a focus on licensing, retail, and distribution.