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Summit 2025

Celebrating an Unparalleled 2025:
Join Us at the Envoy Year-End Summit

This year, Envoy has achieved remarkable milestones, including surpassing $1 Billion in Annual Processing Volume and setting new records for #TEMM payouts.

Our summit is your chance to gain exclusive insights and new tools designed to accelerate your success. Learn how to drive even greater value with our enhanced services for your merchants.  All agent attendees will be eligible to win a trip for 2 anywhere in the continental US!

To cap off this incredible year, join us for a celebratory evening with a cocktail hour where we'll honor our top performers with an awards ceremony.  The evening will end will a multi-course dinner at the exclusive Tao Asian Bistro and Lounge.  

Secure your spot now and celebrate with us.
Register by October 15th.

 


Agenda

Agenda - Sunday, December 7th 

Team Event Night

4:00 pm: Check-in

6:00 pm - 9:00 pm:
Bowling at Game On
Food and beverage will be provided
*Sponsored by Valor PayTech

9pm-???:
Casino

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Agenda - Monday, December 8th

Trainings, Awards and Celebration

8:00 am-9:00 am: Breakfast and Networking

9:00 am: Welcome

9:15 am: Presentation #1

10:00 am: Presentation #2

10:45 am: Break

11:00 am: Presentation #3

12:00 pm: Lunch (An Envoy employee will take a group of agents to lunch)

1:15 pm: Introduction to afternoon trainings and poker contest

1:30 pm: Training #1

1:50 pm: Training #2

2:10 pm: Training #3

2:30 pm: Training #4

2:50 pm: Break

3:20 pm: Training #5

3:40 pm: Training #6

4:00 pm: Training #7

5:30 pm: Meet at Sky Tower elevators for Cocktail Hour

7:00 pm-10:00 pm: Dinner at Tao

 


Agenda - Tuesday, December 9th 

Departures

Departure at your convenience *NOTE: Depart the hotel 3 hours prior to your flight in order to have ample travel time to the airport.

 

 

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Morning Session Speakers

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Penny Hageman

Mgr of Learning & Development

Level 2 & Level 3- What's New?

Penny Hageman is leading initiatives to upskill employees and sales agents at Envoy Business Systems.  With her expertise in designing and facilitating effective training programs, Penny ensures that team members stay current with industry trends and tools. Penny will be discussing recent updates to card-brand rules commercial card data entry requirements (CEDP).

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Gene Schenberg

SVP Sales - Valor Paytech

Deep Dive Into Valor Paytech

A fintech veteran with a track record of driving significant growth, Gene launched PayAnywhere for North American Bancard, where he built a book of business exceeding $350 million in annual processing. As a Certified Payments Professional, his expertise has guided numerous impactful roles across the industry. Gene will share his insights on how Valor products can help you dramatically improve your sales process and drive success.   

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Tomorrow Murphy

Director of Operations

Coefficency- Making Every Effort Count

Since joining Envoy Business Systems in December 2023, Tomorrow Murphy has played a key role in strengthening our operational systems. Her leadership ensures our processes remain efficient and effective. During this session, Tomorrow will share insights and best practices for agents to communicate seamlessly with our expanding operations team.

Afternoon Training and Development Opportunities

Our team will be providing demonstrations and trainings on ways to help you grow and service your portfolio.  This year, each agent will have the opportunity to win airfare for 2 plus 3 nights hotel anywhere in the continental US just by participating in our afternoon training sessions.  At the end of each training session you attend, you will be given a playing card by the trainer.  The agent with the best poker hand at the end of the afternoon will win the trip!

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Penny Hageman

Manager of Learning & Development

Knowledge Network 3.0

Penny will be introducing our new knowledge base and all of its capabilities. This is an exciting addition to our HubSpot platform.

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Sarah Moore

Talent Acquisition Specialist

Agent Roundtable

Sarah will be moderating a roundtable focused on portfolio management where agents of all backgrounds and experience can discuss and share ideas on how they service their merchants and stem off portfolio attrition.

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Jaclyn Belland

Director of Business Development

Envoy Quote and HubSpot Prospecting

Jaclyn will be conducting a refresher training on our AI statement analysis tool, Envoy Quote, as well as introducing our new "Prospects" tab in HubSpot.
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Carrie Harrod

Lead Client Support Specialist

Best Practices to Help Your Merchants Minimize Risk & Chargebacks

Carrie will be providing agents with best practices to minimize servicing headaches and setting proper expectations with your merchants.

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Taylor Branson

Talent Acquisition Specialist

Agent Roundtable

Taylor will be moderating a roundtable focused on business development where agents of all backgrounds and experience can discuss and share ideas on how they grow their portfolios.
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Makenna Cato

Sales Support Specialist

New HubSpot Feature: Portfolio Insights

Makenna will be debuting Envoy's new residual system and forecasting tools showing agents all of the new data and reporting available through this exciting new feature.

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Gene Schenberg

SVP Sales - Valor PayTech

Valor Q&A

Gene will be holding a Q&A session for sales professionals who have follow-ups from his presentation as well as any other topics you wish to discuss.
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Tammy Raines

Fintech Specialist

Valor Terminal Fun

Tammy will be providing hands-on demos of Valor terminals, including the new VP800, pointing out tips and tricks of the devices.
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Rebecca Lomax

Fintech Specialist

Valor Mobile & VT Fun

Rebecca will be providing hands-on demos of Valor Mobile and Virtual terminal pointing out tips and tricks you can use in the field.
What is the dress code?

Optional Sunday night team event at Game On

  • Casual and/or festive attire.   Bowling shirts are strongly encouraged.

Monday Training Sessions

  • We suggest wearing business casual or smart casual attire for all trainings.

Monday Evening Cocktail Hour and Dinner

  • Business casual or festive nighttime dress is acceptable.  Avoid: athletic clothing, shorts, ripped jeans, flip flops, worn sneakers, anything overly casual or sloppy.
Can I bring a guest such as a spouse or significant other?
  • Please keep in mind that this program is focused on education, training, and networking and understand that space is limited in certain rooms.  Children are not permitted.
  • Our Sunday evening event at Game On is open to all spouses/significant others.  Our Monday training sessions are limited to Envoy agents only.  Our Monday evening cocktail hour is open to all spouses and significant others.  Our Monday evening dinner at Tao is subject to availability and we will not be able to confirm your spouse/significant other's invitation to dinner until the event date.  Please understand that priority for space-limited areas has to be given to active Envoy sales agents.
  • Please reach out to Danijela Mandell if you have any questions.
Will Envoy arrange and pay for my transportation and air travel?

No. All attendees and guests will be required to arrange, book, and pay for their own airfare and travel to the venue. There will be no reimbursement or refunds/credits for any expenses incurred by any attendee or guest for any reason.

Is there parking available at Mohegan Sun?

Free self-parking is available in the Winter Parking Lots and free valet parking is also available in front of the Sky Hotel.

How far is Mohegan Sun from the airport?

Mohegan Sun is 57 miles (approximately a 55 minute ride) from Bradley International Airport (BDL) and 50 miles (approximate 1 hour and 5 minute ride) from Providence Airport (PVD).  

Does Mohegan Sun offer shuttle service from the airport?

No, but taxi service and rideshare options are available.  Estimated ride share to/from the airport is $80-$100 depending on the time of day.

Will Envoy arrange and pay for my lodging?

Envoy will arrange for all lodging upon your signup.  Envoy will pay for your lodging on Monday evening 12/8.  Should you wish to stay at the hotel additional nights, please indicate that on your registration.  The group rate (plus taxes and resort fees) of $276.80 (Sunday night only) or $703.10 (Saturday and Sunday night) will be deducted from your 12/20 residual payment for those agents who select to stay any additional nights.  

If I arrive on Monday where can I stash my luggage?

You may leave your luggage with the bellhop just inside the Sky Hotel valet entrance near the front desk.

Will there be raffles at the event?

In lieu of raffles, each agent will have the opportunity to win airfare for 2 and 3 nights hotel anywhere in the continental US just by participating in our afternoon training sessions.  At the end of each training session you attend, you will be given a playing card by the trainer.  The agent with the best poker hand at the end of the afternoon will win the trip!

Will there be a waiting list if registration is at capacity?

Yes, Envoy will start a waiting list if registration is at capacity. We strongly encourage agents to register as soon as possible to reserve their spot. 

What is the social media/photo policy?

Envoy will not post any identifiable picture of you on social media or in our newsletter without your express permission.  We ask that all attendees use prudence and err on the side of caution prior to posting any pictures or identifying any attendees on social media regarding our event.

What if I need to arrive late or leave early on Monday?

Please contact Danijela Mandell to advise of your situation prior to registering.  Attendees are expected to arrive on time Monday morning and stay through the trainings and cocktail hour at a minimum.  

2025 Envoy Summit Sponsor

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