Last Updated: Tuesday June 4, 2024

In a recent discussion, Cathy Pickoski, CEO of Scantron and Secur-Serv, and Lee Bird, former President of Btech and Managed Services expert, shared valuable perspectives on the role of technology in driving business transformation, specifically within the financial services sector. Their conversation, part of the popular “Coffee Talk” series, offers a deep dive into strategic decision-making and partnership synergy in the managed IT services industry. 

Strategic Integration and Technological Advancement 

Cathy begins by outlining the broader scope of Scantron’s operations beyond its traditional testing services. Under her leadership, the company has become a significant player in the nationwide Managed Services Provider (MSP) market. The strategic expansion of the Secur-Serv business unit leverages managed IT and cybersecurity services to help businesses enhance operational efficiency and cost-effectiveness as they streamline technology management, reduce downtime, and protect vital data, allowing them to focus on their core competencies and strategic growth.  

Lee discusses the recent integration of Btech into Secur-Serv, emphasizing the seamless synergy due to aligned missions—primarily enhancing service delivery in the financial sector, specifically credit unions. Both leaders agree that their companies’ technological integration is not just about improving service but fundamentally transforming how services are delivered and consumed in their industries. 

Cybersecurity as a Business Imperative 

Given their experience with financial institutions, both CEOs highlight cybersecurity as a crucial area of focus. With financial entities frequently targeted by cyber threats, Lee stresses the importance of advanced cybersecurity measures that Secur-Serv has adopted, further supported by Btech’s expertise. Cathy elaborates on the proactive strategies employed by both organizations to safeguard client data, reflecting a comprehensive and robust approach to risk management and security that is critical for maintaining trust and compliance for banks and credit unions. 

Leadership in the Face of Technological Change 

The discussion shifts to how leadership styles and decisions can impact technological adoption and business growth. Cathy speaks to the need for CEOs to oversee business operations and actively drive innovation and transformation. She points out that leadership in modern business involves a continuous balance between growth objectives and operational challenges, particularly in compliance-heavy industries like banking and credit unions. 

Outlook and Organizational Synergies 

As the conversation wraps up, both leaders express optimism about the future, particularly in how emerging technologies like cloud strategies and advanced data analytics will continue to redefine the landscape of managed IT services. They foresee these technologies enabling enhanced operational efficiency by streamlining processes and shifting technology delivery closer to the source, which allows for real-time data processing and decision-making. This shift is critical in sectors like financial services, where speed and accuracy are paramount. Additionally, the integration of process automation allows MSPs (Managed Service Providers) to offer more proactive problem-solving and tailored IT solutions. By automating routine tasks and leveraging the power of technology, MSPs can significantly elevate the value and effectiveness of their services, positioning themselves at the forefront of innovation and customer satisfaction.  

For credit unions, these technologies open new avenues for innovation and growth. As these institutions navigate the digital transformation landscape, they find immense value in adopting tools that enhance their operational agility and offer superior digital experiences to their members. This alignment with the evolving expectations of members not only boosts immediate member satisfaction but also sets the stage for long-term growth. Working closely with an MSP enables credit unions to smoothly transition into these new technological paradigms, ensuring they are well-positioned to capitalize on the opportunities presented by a rapidly evolving, technology-driven financial ecosystem. The strategic acquisition of Btech by Secur-Serv is portrayed as a pivotal move that enhances its ability to serve a broader market effectively, demonstrating a shared commitment to excellence and client satisfaction. 

Closing Remarks 

The dialogue between Cathy and Lee underscores the critical role of technology in contemporary business strategies. It exemplifies how visionary leadership can harness this potential for substantial organizational benefits. Their discussion provides profound insights into managing and directing technology-driven transformations within specialized sectors. 

View the full video linked below for more insights.


We encourage business leaders to reflect on their experiences with technological integration and share strategies for staying competitive in a rapidly evolving market. Connect with us to continue the discussion, and subscribe to our blog to receive future Coffee Talk videos and insights on IT and cybersecurity trends directly in your inbox.