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November 15 Meeting
November 15, 2018 @ 1:30 pm - 5:00 pm
Hasbro Headquarters
1027 Newport Ave, Pawtucket RI
| 1:30-2:20 | Registration/Networking Hasbro Toy Shop Open to Event Participants |
| 2:30-3:30 | Receivables Processing with Intelligent Learning |
| 3:45-4:45 | Public Policy and Political Outlook - Impact of the Mid-term Elections |
Prior to the meeting, shop the ‘must have’ toys of Christmas at Hasbro’s Toy Shop at fantastic discounts! Reserve your place now for this popular venue!! The meeting sold out last year.
How AIM Mutual Transformed Receivables Processing with Intelligent Learning
presented by:
- Leilani Doyle, SVP Product Management, U.S. Dataworks
- Tom Drunsic, CEO, Lighthouse Payment Services
- Steven Privitera, Account Receivables Manager, Northland Industrial Truck Co., Inc.
It’s no secret treasury services are changing. Businesses want banks to deliver strategic technology solutions to automate their manual receivables processes. AIM Mutual recently implemented an Integrated Receivables Solution to reduce manual effort required for posting payments. While the Intelligent Learning solution was busy removing tedious, repetitive data entry tasks, AIM team members were freed to spend their time doing what humans do best, being creative and being social. This translates into enhanced customer service, expanded service offerings, and brand differentiation.
2018-2019 Public Policy and Political Outlook – Impact of the Mid-term Election
presented by:
- Colin Masters, Director, Fidelity Public Policy
In this session, Colin will discuss the 2018 mid-term election results and how it may impact public policy heading into 2019 and beyond.
 | Approved for up to 2.4 CTP/CCM recertification credits by the Association for Financial Professionals. |
 | Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals. |
Members: No Charge
Non-Members: $35
From Newport Ave take a left onto Hasbro Way, follow to rear parking lot on left. Enter building through entrance in parking lot.
About the speakers:
Leilani Doyle is a seasoned executive and entrepreneur with a passion for simplifying all forms of payments and associated business transactions. Leilani is committed to the US Dataworks brand promise of bringing innovation to traditional payment and treasury management services.
Prior to joining US Dataworks, Leilani was founder and CEO of Citation Solutions, an Internet application development company serving financial institutions, government agencies, and Fortune 1000 companies. Additionally, Leilani held several treasury management and product management positions. Leilani is a founding member of the NACHA Internet Council and actively participates in numerous industry associations including AFP, NACHA, ECCHO, the Business Payments Coalition, and the Faster Payments Task Force. Leilani graduated from the University of Texas with a bachelor’s degree in English.
Thomas S. Drunsic is the Founder, Chairman of the Board and CEO of Lighthouse Payment Services, Inc. Lighthouse Payment Services was formed in 2002 as a payment processing company using the latest in technology and product capability to provide payment processing solutions to financial institutions, corporations and municipalities. Lighthouse Payment Services currently provides lockbox services for over 80 financial institutions.
Prior to the founding of Lighthouse Payment Services, Mr. Drunsic was Senior Vice President of Boston Safe Deposit and Trust Company, a company of Mellon Financial Corp. As a Manager of the Mellon Global Cash Management Boston Operation, he directed the site in support of the Company’s collection, disbursement and Asset Account services.
Prior to joining The Boston Company in 1988, Mr. Drunsic served as Manager of the Check Processing Department and Manager of Business Systems within the Deposit Operations Division at Bank of Boston. He has 45 years of experience in the field of banking operations.
Mr. Drunsic holds a Bachelor of Science degree in Finance from the University of Connecticut with a second major in Operations Management and a diploma from the New England School of Banking at Williams College. He has done post graduate work at the University of Michigan, Ohio State University, and The George Washington University.
Active in professional and community activities, Mr. Drunsic was past Treasurer of the Boston Clearinghouse Association and Chairman of it Operations Committee, and has held various elected and volunteer positions in his local community.
Steve is a seasoned accounts receivable professional, focused on the continual process improvement of receivables processing and related collection activities. During his tenure at A.I.M. Mutual Insurance, Steve took a number of steps to greatly reduce the amount of manual effort required for posting incoming lockbox and electronic payments. This success garnered Steve several industry recognitions, including AR Network’s Accounts Receivable Manager of the Year for 2016.
Mr. Privitera received his MBA in Strategic Leadership from New England College.
Colin Masters is Director, Public Policy, for Fidelity Investments, one of the world’s largest providers of financial services.Mr. Masters joined the Public Policy group in May 2014. In his current role, Mr. Masters is responsible for analyzing and developing policy positions on a wide array of technology, financial product, and investment strategy issues. Prior to joining Fidelity, he worked for U.S. Representative Stephen F. Lynch (D-MA), spearheading the Congressman’s work on the House Committee on Financial Services. Before Representative Lynch’s office, Mr. Masters worked for U.S. Representative Mary Jo Kilroy (D-OH) on financial services issues, including during her service on the conference committee that negotiated what became the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Mr. Masters has a Juris Doctor from Notre Dame Law School and a Bachelor of Arts in English from Ohio University. He is admitted to the bar of the State of Maryland.