Preparing a request for proposal (RFP) for credit card processing services

Event Info

Register for This Event

Credit card processing solutions are continuously evolving to adapt to new technology and combat cybersecurity threats. It’s important that retailers use a processor best suited for their business needs and organizational processes, and there are certain considerations to be aware of, including varying service levels, assistance with addressing security issues and of course, fees. Simply asking credit card processing candidates to provide a pricing quote and general information may add confusion, and will not allow you to make an adequate comparison against other options in the marketplace. In this webinar Dennis Hoyt, president of Hoyt Treasury Services, will discuss the steps you should take to prepare an RFP for credit card processing services so you can be equipped to make the most effective decision in choosing a processing partner.

Learning objectives

  • Understand the major steps required to perform a credit card RFP project
  • Discuss project timing considerations, as well as what information to provide to the card processor candidates and why
  • Learn how to analyze credit card processor proposals both quantitatively and qualitatively

Who should attend?

Finance, IT, operations, accounting and other professionals involved with credit card processing within retail and consumer products industries.

Meet the presenters

  • Dennis Hoyt, President – Hoyt Treasury Services, LLC.
  • Todd Bernhardt, CPA, Partner and Firm Retail Leader – Baker Tilly

Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

CPE credit: One (1) hour total credit
Field of study: Specialized Knowledge Applications (SKA)
CPE host: Brooke DeWitt

A certificate of completion will be e-mailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, 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: