Developing & Managing Referral Relationships Panel Sponsored by:

Mark Clason, President, Payroll Systems BIO: Mark Clason has 20+ Years Payroll Processing Experience. From 1984 to 1996, Mark was with large payroll provider in central California. In 1996, Mark partnered in Payroll Software Development company, Payroll Associates Inc. Payroll Associates is the nationwide leader in providing payroll software for independent processors. Mark installed and trained Payroll Systems to use Payroll Associates software in 1996; and in 2004 Mark purchased Payroll Systems. BEST REFERRAL SOURCE: CPA Relationships

Rick Fish, President, Complete Payroll Processing BIO: Rick Fish graduated in 1972 with an accounting degree.  Began a food distribution company in 1973 and was President until 1984 when I sold my half.  In 1984 started one of the first 100 PEO’s and remained its President until 1995 when the company was sold outright.  1992 became President and founder of Complete Payroll Processing and continue to hold that position today. BEST REFERRAL SOURCE: Insurance Agency

Henry Lonsdale, CEO/President, California Payroll BIO: Henry Lonsdale is Founder and CEO/President of California Payroll.  He is responsible for the overall vision and operations of the company, as well as new business development. BEST REFERRAL SOURCE: HR Outsourcing Companies and Insurance Brokers

Rey Monzon, Sales & Marketing Manager, PayMaster BIO: Born in Cuba. Grew up in Fort Lauderdale. Graduated from Babson College.Member of Mensa. 35 years of business experience. 22 in the payroll industry. Started, grew and sold two payroll companies - Paycheck Express and Virtual Payroll. Currently - Sales & Marketing Manager for PayMaster in Boynton Beach, Florida.  

Brian Pfeifer, Chief Operating Officer, Payce Payroll BIO: Brian Pfeifer is chief operating officer (COO) of Payce Payroll, one of the leading payroll services firms in the mid-Atlantic region. As COO, he is responsible for all of Payce’s business operations, including leading the sales team and overseeing all business development initiatives while managing the company’s current client relationships and affiliations. Brian successfully led the re-branding effort that evolved Paytime, Inc into Payce, Inc. in 2005 and has achieved significant growth for the company, maintaining an annual growth rate of 19 percent over the past five years. BEST REFERRAL SOURCE: Partner Network

Michael Reis, Director of Sales, Southland Data Processing BIO: Michael comes to SDP with strong Payroll sales background he has gained during his nine year career at ADP. The last three years he managed a Sales team of five associates, covering small to mid-size businesses in the Inland Empire Region- focusing on the 100-999 employees market, increased year over year revenue by an average of $1.5 million each year during this period. His responsibilities included: recruiting and developing sales associates, marketing plans, developing and maintaining external sales partners; i.e. benefit brokers, financial advisors, workers compensation brokers, banks, CPA's, etc. BEST REFERRAL SOURCE: Banking, Clients, CPA and Health Broker

Joshua Robinson, Director of Sales & Marketing, Checkmate Payroll Services BIO: Joshua Robinson is the Director of Sales and Marketing at Checkmate Payroll Services. In this role Joshua is primarily responsible for developing, maintaining and carrying out of all aspects of new business development. Prior to joining Checkmate, he spent 5 years in the software development world. Joshua graduated from Hamilton College in 2002 with a BA in economics and creative writing. Joshua is a board member of the Concord Young Professionals Network, currently serving as chair-elect. Additionally, he serves on committees with Main Street Concord, United Way of Merrimack County, Concord Boys and Girls Club, and the Greater Concord Chamber of Commerce. BEST REFERRAL SOURCE: Statewide trade associations, partnerships with local and regional banks, insurance agencies and most recently I have developed an “inner circle” of local professionals

Michael Young, Co-Founder, ConnectPay Payroll Services BIO: Michael grew up in Syracuse, New York, and graduated in 1986 from Niagara University with a B.A. in Marketing. Michael was a founding shareholder of Safesite Records Management Corporation, where over eleven years he held positions in sales, sales management and chief operating roles. In November 1997, Michael founded Advantage Payroll Services of Boston Massachusetts, a full service payroll processing company. Along with affiliate offices across the country, Michael also founded and chaired United Payroll Associates, Inc, as a vehicle to increase operating and sales performance across twelve Advantage offices nationally. In July 2008 Michael co-founded ConnectPay Payroll Services. BEST REFERRAL SOURCE: CPA and other centers of influence – 50%; Clients – 20%; The old fashion way – 30%