2008–2024
More than 16 years at Fiserv
Financial exception resolution, product standards and documentation, client-system conversions, and implementation delivery over continuous service from April 2008 through December 2024.
Relevant experience
Implementation leadership across clients, partners, and delivery teams.
Chad Everett Shaw’s experience spans financial operations, product and conversion analysis, and implementation project leadership. Across fast-paced financial-services environments, his work connected client requirements, partner dependencies, delivery teams, and launch readiness. Formal education and professional development progressed alongside those responsibilities.
Career progression
Professional Services to Senior PM
Client implementation leadership involving RXP BillPay and SecureNow, from initial engagements through separately scoped add-ons. Formal project-management advancement in 2013 preceded Staff promotion in 2018 and Senior promotion in 2022.
Employer-recorded performance ratings include Exceeds Many in 2017 and Exceeds in 2021.
Team enablement
Leadership through influence
Mentoring project managers, supporting onboarding, documenting delivery processes, and transferring knowledge while coordinating client work. Leadership through influence accompanied hands-on implementation responsibility.
Education and professional development
Learning alongside the work.
Chad’s progression combined operating experience with business education, project-management study, active PMP® and PMI-CPMAI™ certifications, and employer implementation training.
2012 · Product and conversion phase
Business, finance, and program management
University of Phoenix: Bachelor of Science in Business with a concentration in Finance and an additional concentration in Program Management, conferred July 2012.
Coursework in strategic portfolio and project management, procurement and risk, and estimating and control overlapped with conversion responsibilities before formal project-management advancement.
2014 · Professional Services phase
Master of Business Administration
University of Phoenix MBA, conferred February 2014, completed during the transition into Professional Services project leadership.
Business and management study developed alongside client delivery, communication, and implementation responsibilities.
2023 · Senior implementation phase
PMP and implementation certification
PMP® issued September 8, 2023 and subsequently renewed; the credential remains active.
Fiserv Implementations Certification Program: Challenger completed June 16, 2023; Master completed September 11, 2023. These are completion levels of Fiserv’s internal program.
Current · AI initiative governance
PMI Certified Professional in Managing AI
Earned after the 2025 NERC engagement and before Chad began building Everett Motion Systems, the active PMI-CPMAI™ certification formalized his approach to managing AI initiatives from business alignment and data readiness through iterative delivery, testing, operationalization, governance, ethics, and continuous improvement.
Chad applied that discipline while designing and testing EMS. Together, PMP® and PMI-CPMAI™ establish ESG’s baseline credential stack for project delivery and AI initiative governance.
August 2024 · Transition preparation
Abiliti and digital-banking training
Concentrated preparation across ServiceNow / ServicePoint, Client360, Banking 101, Access Manager, Retail Online, Business Online, Abiliti XD UAT, and Mobiliti.
Training prepared for transition work; the final recorded business title remained Project Manager, Senior.
The experience on this page describes Chad’s prior professional work and development, rather than ESG corporate past performance. Employer and client references imply no endorsement of ESG.
Delivery range
Delivery connected requirements, client readiness, partner dependencies, and operational handoff.
- Net-new implementations and product launches
- Internal and external platform migrations
- Mergers, deconversions, deactivations, and add-ons
- Cross-platform security and authentication implementations
- Coordination across concurrent client engagements
- Vendor coordination, escalation, and executive reporting
- Testing, training, conversion readiness, and go-live coordination
- Enterprise infrastructure modernization and content-management initiatives
- Process documentation, onboarding, mentoring, and knowledge transfer
Ecosystem experience
Complex delivery depends on more than one organization.
Chad managed client implementation engagements, coordinated internal and partner workstreams, and translated delivery conditions into risks, decisions, and next actions from kickoff through readiness and launch.
Financial institutions
Direct implementation leadership with banks and credit unions navigating product, platform, conversion, security, and operational change.
Platforms and product teams
Coordination across product, implementation, support, development, and operational teams whose work had to converge before launch.
Partners, processors, and vendors
Coordination of partner responsibilities, external dependencies, escalation paths, and delivery status.
Executive and delivery stakeholders
Translation of detailed implementation conditions into clear risks, decisions, ownership, and next actions for leadership.
Recent enterprise delivery
Three enterprise technology initiatives supporting NERC in 2025.
Through an eight-month ExecuSource client engagement supporting NERC, Chad extended his delivery leadership into secure endpoint modernization, enterprise content management, and governed AI.
Windows 11 laptop deployment and device refresh
Enterprise laptop refresh coordinating replacement-device deployment, end-user readiness, dependencies, status reporting, and recovery of legacy laptops.
AI Standards Summarization Pilot
Project management and executive communication for a governed AI initiative supporting the Standards process, with clear ownership, validation, and decision context.
Secure Evidence Locker / OpenText Documentum D2 refresh
Project management through planning, testing, executive reporting, and go-live coordination for NERC’s Secure Evidence Locker technology refresh and Documentum D2 upgrade.
Career foundation
From financial controls to implementation governance.
RXP BillPay and SecureNow work included initial implementations and separately scoped add-ons. Employer training records also document concentrated Abiliti and digital-banking preparation in August 2024.
Financial operations and controls
Client services, product, and conversion
Professional Services project leadership
Staff / SecureNow implementation work
Senior implementation project management
2024 Abiliti transition preparation
Bring the initiative as it exists.
ESG will determine whether the work fits, what it requires, and what leadership needs to decide next.