1. TEAM Software & ADP Added Value Services
Partnership Overview
December 4, 2015
Presented by:
Kathy Schrieffer, Sr. Director, Alliances
Ryan Bosmeny, Corporate Sales Manager
© Copyright 2015 ADP, LLC. Proprietary and Confidential Information.

2. Agenda ADP Added Value Services Overview ALINE Pay by ADP® Overview
Working Together
Questions

3. ADP & Added Value Services
HCM solution leader 65+ years
$12 Billion in revenues and $39.9 Billion market capitalization FY14
Pay 1 in 6 U.S. workers, 34M worldwide
Electronically moving $1.5 Trillion annually
637,000+ clients in 125 countries
98% client retention average
12 year client tenure average
61,000+ associates in 60+ countries
HCM Technology & Service Offerings
National Accounts (1,000+ ees)
Major Accounts ( ees)
Small Business (1-49 ees)
Added Value Services
Employment-related tax and payment compliance solutions integrated with leading payroll, HCM and financial systems
© Copyright 2015 ADP, LLC. Proprietary and Confidential Information.

4. ADP Added Value Services
Separate division within ADP
Employment-related tax and payment compliance solutions for employers
No payroll solution offerings
ADP SmartCompliance®
Cloud-based platform of outsourced services
Integrates with leading payroll, HR and ERP systems
Helps maintain compliance, reduce costs and drive growth.
Enhances the investment in current systems.
© Copyright 2014 ADP, LLC. Proprietary and Confidential Information.

5. EMPLOYEE & LEGISLATIVE
The Compliance Gap
Tasks are labor-intensive and costly
Constantly-changing regulations are complicated
Non-compliance means a risk of fines & penalties
Talent Management
Time & Attendance
Benefits Administration
Payroll
HR Administration
Employees
Federal & State Agencies
ACA Marketplaces
State Disbursement Units
Courts
EMPLOYEE & LEGISLATIVE
REQUIREMENTS
Tax Credit Screening
Business Incentive Analysis
Applicant Screening
I-9 Completion/Verification
Alerts
Tax Filing
Tax Deposits - Funding
Year-End Filings/W2s
Amendments
Garnishment Administration
Notifications/Check Disbursements
Employment Verifications
Unemployment Claims
ACH ,Wires, Check Reconciliation
Stop-Pays/Voids, Manual Checks
Pay Disbursement
Pay Card Admin
ACA Eligibility Determination
Prepare Notice of Coverage
Send and Certify Notices
Respond to Exchange Notice
Appeal Management
Penalty Management
Effective Storage of Data
Communication to Staff
Employee Assistance
Manage Responses
Technology Management
File Management
Testing
Upgrades
Maintenance
Implementation
Integration/Federation to sites
Disaster Recovery
10,000 Tax Jurisdictions
250+ Tasks
17,000 Proposed Changes
90% of your prospects’ executives say
compliance is important
Yet 2/3 admit their
compliance approach
is not strategic
© Copyright 2015 ADP, LLC. Proprietary and Confidential Information.

6. ADP SmartCompliance® Integrated Solutions
© Copyright 2015 ADP, LLC. Proprietary and Confidential Information.

7. Bank of Tampa + ADP SmartCompliance® = Best Compliance Option
THE
COMPLIANCE
GAP
EMPLOYEE & LEGISLATIVE
REQUIREMENTS
Talent Management
Time & Attendance
Benefits Administration
Payroll
HR Administration
Employees
Federal & State Agencies
ACA Marketplaces
State Disbursement Units
Courts
Enhanced Bank of Tampa relationship
Reduced administrative burden & cost
One vendor for all HCM compliance
65+ years regulatory expertise
Streamlined workflow through integration with existing technology
© Copyright 2015 ADP, LLC. Proprietary and Confidential Information.

8. WAGE PAYMENTS/PAYROLL DISTRIBUTION
ADP SmartCompliance
WAGE PAYMENTS/PAYROLL DISTRIBUTION
© Copyright 2014 ADP, LLC. Proprietary and Confidential Information.

9. ALINE Pay: The Single Source Solution
Innovative full service payment solution
Flexible payment disbursement options
Alternative payment information retrieval options
Online, IVR , Mobile Apps, Print on Demand
Instant funding to ALINE Cards
Self-service functionality

10. ALINE Card by ADP Product features:
Bank account not required – EVEYONE is approved
Offers VISA’s “ZERO liability” fraud protection
Fully Reg E compliant in all 50 states
Funds are FDIC insured
Minimized reconciliation time
Reduced banking fees
Decreased check stock costs
FDIC Insured Funds

11. Compliant in all 50 states
ALINE Card Features
Free Cardholder Customer Service 24/7
Free ATM withdrawals
AllPoint, Money Pass and PNC Bank ATM networks
Access to the largest fee FREE ATM network in the nation
Free bank teller cash withdrawal (unlimited)
Weekly to-the-penny withdrawal at any Visa member bank—over 125,000 locations
Free OTC / Online / Phone purchases (unlimited)
Free Cash back at the register (unlimited)
Free Money management tools
Text alerts, s, online spend tracking
Free Online Bill Pay
Free funds transfer funds from ALINE card to a U.S. based bank account and vice-a-versa
Free money load from other sources
Govt. benefits, tax refunds, other employers, etc.
FDIC Insured Funds
Compliant in all 50 states

12. Not all Paycards are created equal

13. ALINE Cardholder Website
Transaction History
English/Spanish
Online Statements
Text & Alerts
Online Bill Pay
Funds Transfer
Apply for secondary cards

14. ALINE Card Smartphone App

15. Who are ALINE Clients? Prospect Profile
Organizations looking to reduce the cost and administrative burden of employee payment distribution and HCM compliance
High employee turnover and/or PR, HR staff turnover
Low wage workers
Multiple work sites
Paper based payroll or large check population
Unbanked Employees
Paperless or Green Initiatives
Lack of expertise/resources to keep up with changing compliance regulations
Stressed staff with multiple responsibilities

16. Who are ALINE Clients? Decision Makers Industries Flexible Options
CFO, Controller, CTO, HR VP or Director, Payroll Director, VP of Finance, VP of Tax, Director of Shared Services
Industries
The Card of Choice for clients in all industries
Including construction, hospitality, staffing, retail, food service, health care, tipped employees
Flexible Options
Organizations looking for:
Easier and much cheaper for employees to access funds
Multiple payment methods for employees
Fully compliance paycard solution in all states

17. ALINE Card & Wage Payments
Probing Questions
ALINE Card & Wage Payments
How many checked employees do you have?
Do you print and distribute pay statements?
Are you distributing checks and pay statements to multiple locations?
Do you have unbanked employees?
Do you have lightly banked employees?
Does your organization have paperless or green initiatives?

18. ADP Added Value Services | Bank of Tampa Partnership
AVS chosen by Bank of Tampa as best paycard compliance solution for their clients
Deepening mutual client relationships through joint value-add offerings
Dedicated to providing high level of service expected from Bank of Tampa/ADP
Dedicated Bank of Tampa and ADP Partnership Team
Partnership Focus:
Stephanie Simmons, Sr. VP, Director of Treasury Services
Debbie Viveiros, VP, Treasury Services Manager
Kathy Schrieffer, Sr. Director, Strategic Alliances
Malissa Nettles, Channel Sales Manager
Sales Focus:
Ryan Bosmeny, Corporate Sales Manager
Joshua Burgos, Inside Sales Manager
© Copyright 2015 ADP, LLC. Proprietary and Confidential Information.

19. Partnering for Success
Increased Revenue, Client Satisfaction & Retention
© Copyright 2015 ADP, LLC. Proprietary and Confidential Information.

20. Working Together Same market focus Complimentary services
Both leaders in the market
Dedicated Sales team for consistent Bank of Tampa brand focus
Corporate Sales Manager – Ryan Bosmeny
Inside Sales Manager – Joshua Burgos
90+ additional AVS Sales Reps for support
Able to leverage AVS/Bank of Tampa relationships and contacts to grow our businesses
© Copyright 2011 ADP, Inc. Proprietary and Confidential Information.

21. Submitting Referral Information
Go to:
Enter your ADP PIC (Partner Identification Code): BOT01
Complete the entire form on the right providing your and your referral’s information.
Be sure to include Products of Interest (Tax Credits) and # of Employees to ensure the information is routed to the appropriate sales contact.
Click Submit below the form.
You will receive a confirmation verifying receipt of your lead.
Copyright (c) 2015 ADP, LLC The content may not be reproduced or repurposed without permission from ADP, LLC

22. Questions?
Ryan Bosmeny, Corporate Sales Manager - primary sales contact or
Joshua Burgos, Inside Sales Manager - secondary sales contact or
Kathy Schrieffer, Sr. Director, Alliances - primary relationship contact or
Malissa Nettles, Channel Sales Manager - secondary relationship contact/general Q&A or

23. Thank You!
We appreciate
your partnership.