Keynote Speakers
Monday, May 8, 1:00 pm
Tim White, Author, Investigative Reporter and Managing Editor, WPRI
Tuesday, May 9, 12:00 pm
Elizabeth Tanner, Esq., Rhode Island Secretary of Commerce
Session Speakers
ARobert Altman, Santander Bank, N.A.
Rob is responsible for product development and sales of Santander’s US Commercial Bank Trade and Supply Chain offering. His team focuses on deploying tools to help companies enable their trade flows both domestically and internationally through the use of various documentary trade and working capital solutions. He joined Santander in 2019 after spending 9 years at Deutsche Bank working in their Financial Supply Chain where he was responsible for structuring and sales of various working capital finance solutions.201-Working Capital as a Tool
5/8/23, 10:15-11:15
Kat Battle, Bank of America
Kat Battle is a Product Manager within Bank of America’s Global Card and Comprehensive Payables organization. She manages the Complete AP solution and works every day to help corporate clients drive business efficiency through automation of their Accounts Payable processes. Kat has been with BofA for 6 years, during which time she’s held a variety of roles across the B2B and T&E card and payables space.Beyond her day job, Kat devotes time to her passions for mentorship and women’s professional development. She graduated from Davidson College with degrees in Economics and French and now lives in Charlotte, NC with her husband and a growing collection of house plants.
505-Supercharge Acceptance in your Virtual Card Program
5/9/23, 2:30-3:30
Jason Blumstein, Actualize Consulting
Jason Blumstein, CTP is currently a Senior Manager with Actualize Consulting. Mr. Blumstein has spent 7 years in Corporate Treasury before moving into a TMS implementation role and has spent the last 4 years as a consultant working at Actualize Consulting – during his most recent time Mr. Blumstein has taken on projects to select Treasury software, help implement it and evaluate best practice setups.702-Blockchains, DAOs, NFTs and Cryptocurrencies – Why Should I Care?
5/8/23, 11:30-12:30
Michael Bosacco, Bank of America
As an experienced former assistant treasurer, Michael is the Global Head of Advisory. He delivers operational insights and strategic guidance to establish, develop and transform treasury organizations. Michael’s 20-year career is rooted in corporate treasury technology transformations, allowing him to offer unique guidance between conceptual thinking and treasury digitization.605-On Time Treasury: Do you need it and are you ready?
5/8/23, 2:15-3:15
Wes Campbell, Bank of America
Wes Campbell is the Head of Commercial Card Supplier Enablement at Bank of America, based in Charlotte, NC. He joined the bank after working in various roles managing Accounts Receivable and Accounts Payable functions for. His most recent experience included management of a high-performing credit card program. He brings a unique perspective and is excited to share his tactics for building successful credit card programs with our clients.505-Supercharge Acceptance in your Virtual Card Program
5/9/23, 2:30-3:30
Sean Carter AAP, NEACH
Sean Carter is President and CEO of NEACH and its’ subsidiary NEACH Payments Group. Sean is responsible for the strategic direction of both companies. Sean is also responsible for ensuring that NEACH Members and clients of the subsidiary have access to high quality products, services and resources. Sean just completed his third term on the NACHA Rules and Operations Committee. Sean is serving his second term on NACHA’s Risk Management Advisory Group. Sean is the past chair of NACHA’s Risk and Quality Rules Work Group. Sean speaks at several conferences across the country including being an annual speaker at the NACHA Payments Conference. Sean received his AAP in 1999 and was re-credited in 2004 and 2009. Sean received his NPC designation in 2016. Sean joined NEACH in 1998.504-Are you and your clients managing payment exceptions efficiently?
5/9/23, 1:15-2:15
Eduard Casajuana, Santander Bank
Eduard’s team is responsible for delivering all aspects of the Bank’s broad range of international services to Commercial Banking clients in the U.S. and abroad. He joined Santander in 1998 covering global clients for their Corporate and Investment Banking group. He later ran Global Transaction Banking teams in Madrid and NY, responsible for structured trade, transactional services, and working capital solutions, with a special focus on cross-border solutions involving legal, accounting, and regulatory issues in LatAm.403-International Treasury Management in Latin America
5/9/23, 1:15-2:15
Carlos Conde, Elire, Inc.
Mr. Conde serves as Elire’s Treasury Center of Excellence Lead overseeing Elire’s SaaS Treasury and ERP Treasury Practices. Mr. Conde has 25+ years of diverse Treasury Implementation and Advisory Services expertise and is recognized as a Trusted Advisor and Thought leader in the Treasury Space.501-The Changing Payments Landscape in the United States and the World
5/8/23, 9:00-10:00
602-How to Utilize Cash Forecasting Tools to Reduce Exposure in Today’s Environment
5/8/23, 10:15-11:15
Glenn Davis, PNC Bank
Glenn A. Davis has 30-plus years of banking and product management experience. In his current role as a solutions advisor in PNC’s Treasury Solutions Group, Glenn helps corporate and institutional organizations gain efficiencies for collection, payment, liquidity, information management and fraud prevention. He accomplishes this by recommending strategies to improve order to cash (streamlining and accelerating collections) and procure to pay (streamlining and extending working capital through different payments strategies).506-B2C Payment Choice
5/9/23, 10:30-11:30
Craig Ferrero, J.P. Morgan
Craig Ferrero, managing director, is a client advisor covering the Northeast U.S. for the Global Liquidity Corporate Team. An employee since 1995, he is responsible for working with institutions and providing them with global asset management solutions for their short-term balance sheet cash.Craig has been with the asset management group since 2001, and prior to that he worked in JPM’s Treasury Services division, providing institutions with a variety of cash management solutions.
He holds a B.A. in economics from Union College. Craig also holds FINRA Series 7 and 63 license, in addition to being a Certified Cash Manager (CCM).
104-Managing Liquidity and Excess Cash in a Volatile (or uncertain) Rate Environment
5/9/23, 9:15-10:15
Joseph Flaherty, U.S. Bank
Joe is part of a customer-experience team responsible for executing, coaching, and continually enhancing the U.S. Bank treasury management customer engagement model. He provides clients with counsel and thought leadership around business process optimization. Based in Portland, Maine, Joe brings more than 12 years of payments and treasury management expertise.303-From APIs to robotics – how new technologies are transforming payments
5/9/23, 10:30-11:30
Amy Gindel, Boston Properties
Amy Gindel is the SVP of Finance & Planning of Boston Properties (BXP) and directs all aspects of the financial operations for the organization. BXP is one of the largest public REITs in the United States, with a significant presence in five markets: Boston, Los Angeles, New York, San Francisco and Washington, DC. BXP is a fully integrated real estate investment trust that develops, redevelops, acquires, manages, operates, and owns a diverse portfolio of primarily Class A office space totaling 54.1 million square feet consisting of 194 properties. Since BXP became a public company in 1997, Amy has spent much of her career focusing on the staffing, operational practices & procedures and process improvements including the integration of technology in the Budgeting & Forecasting, Lease Administration, Accounts Receivable, Accounts Payable and Cash Management departments. As of 2015 through 2021, Amy expanded her leadership role into Sustainability, to elevate the awareness and focus on the economic, environmental, and social aspects of its business practices to their investors, tenants, employees, and the communities they serve. She is now serving as co-chair on BXP’s DEI Council.Amy has a Bachelor of Science degree in Geology from Northeastern University and has a certificate in finance from Harvard University’s extension school.
503-Hi AP! It’s Time to Transform Your Supplier Relationships!
5/8/23, 11:30-12:30
Anisha Gulati, Bank of America
Anisha Gulati is a Lead Global Liquidity Specialist with expertise in covering the Middle Market Segment. She is an expert in liquidity management, delivering large and complex account structures and pooling solution for clients , helping them gain visibility and control while maximizing returns on liquidity held with the bank. She is also responsible for executing the deposit and pricing strategy for the segments she manages. Anisha joined Bank of America last year, having worked at another large US money center bank for 11 years and global investment bank for 7 years . Anisha also has deep expertise in Payments & Receivable business where she was responsible for integrating the banking platform with Swift GPI while helping clients evolve through their digital journey via reporting and portal integration. She has deeply committed to helping bring innovation to transaction banking and transforming Treasury Management through automation and consolidation. She has held several roles in Product Management and Product Development over her career and is a client advocate.
605-On Time Treasury: Do you need it and are you ready?
5/8/23, 2:15-3:15
Andy Hurt, U.S. Bank
Andy Hurt is Assistant Vice President and Sr. Product Manager of Digital Transformation and Application Programming Interfaces (APIs) for U.S. Bank Global Treasury Management. Andy leads the strategy, development and optimization of API-enabled solutions, with a focus on delivering enhanced customer service and experiences.Andy joined U.S. Bank in 2020. His work in marketing and commercializing the Bank’s client-centric approach toward digital transformation includes The Digital Bridge: Knowing what’s next, and how to get there, Connectivity, and API-enabled business. Andy joined the Digital Transformation product team in the spring of 2022.
Prior to working at U.S. Bank, Andy worked in CFO communications and transformation strategy, and served as a U.S. Marine Corps combat correspondent from 2002-2014.
Andy earned a bachelor’s in philosophy from Columbia University, and maintains various professional and academic credentials.
303-From APIs to robotics – how new technologies are transforming payments
5/9/23, 10:30-11:30
Matt Jones, Western Asset
Matt Jones is Head of Liquidity Distribution at Western Asset and works in the New York office. He has over 29 years of experience. Prior to joining the Firm in 2018, Matt worked with BlackRock, Inc., where he served as Global Head of Client Services & Solutions, Head of US Financial Institutions & Major Bank Sales, Chief Operating Officer of the US Cash Management Group, and as Sales Executive, Corporate Channel, for US Sales. Matt has also worked with Barclays Global Investors, as Co-Head of US Sales, Head of Corporate Sales Channel. During the several years he worked with JPMorgan Asset Management, he was Senior Sales Executive for Global Liquidity, Program Manager and Head of International Product Development, and Chief Operating Officer of JPMorgan Funds. He began his career in 1993 in Sales as a Relationship Manager with NatWest Bank Corporate Banking.Matt holds a Bachelor of Arts degree, with Honors, from the London School of Economics, and also holds the Chartered Financial Analyst designation.
105-Money Market Fund Investing and Regulatory Landscape Update
5/9/23, 2:30-3:30,
John Kluza, IFAW
401-Best Practices for Global Bank Connectivity & Cross-Border Payments in 2023
5/8/23, 10:15-11:15
Greg Leven, Flywire
402-Supporting Efficiencies and International Growth with A/R Automation in your ERP: A Basis Technologies Case Study
5/8/23, 2:15-3:15
Tammi LoGrasso, J.P. Morgan
Tammi LoGrasso is currently an Executive Director in Treasury Services Corporate Client Banking for J.P. Morgan in Boston where she has responsibility for clients in the New England region. Tammi began her career with Fleet Bank in Boston. She joined J.P. Morgan in 2005 as part of the Commercial Bank at the inception of the Boston office. In 2015, Tammi left the firm to lead Treasury Sales teams at Citizens Financial Group in the Healthcare, Technology, FIG and Diversified Groups. In 2019, Tammi rejoined J.P. Morgan in Treasury Services supporting the same client base that she developed in 2005.Ms. LoGrasso is currently pursuing a BS degree in Human Resource Management at Purdue Global University and holds an AS in Business Management. She currently resides on the North Shore of Boston with her husband and two sons.
104-Managing Liquidity and Excess Cash in a Volatile (or uncertain) Rate Environment
5/9/23, 9:15-10:15
Lynne Marlor, Boston Blockchain Association
Lynne is a frequent global speaker, thought leader and investor in the blockchain and digital assets ecosystem. Lynne works with organizations to drive adoption of Blockchain, Digital Assets, Brand Creation, Innovation and scalable Digitization. She focuses on guiding organizations as they embrace these shifts in relation to treasury management, risk, working capital and liquidity.Lynne spent 30+ years working in financial services most recently as Managing Director and Head of the Specialized and Corporate Industry Group at BNYMellon.
305-Demystifying Digital Assets
5/9/23, 1:15-2:15
Ben Myers, BPX
Ben Myers is the Senior Vice President, Sustainability, at BXP, the largest publicly-traded developer, owner and manager of premier workplaces in the United States. He is responsible for sustainability and ESG strategy, implementation, reporting and stakeholder engagement. He has a genuine passion for sustainable real estate and is committed to disrupting the status quo as an industry leader on climate action, resilience, green building, renewable energy, healthy workspaces and urban ecosystems.He holds an M.A. in Urban Environmental Leadership from Lesley University and a B.S. in Civil & Environmental Engineering from the University of Massachusetts at Amherst.
202-Real Estate Sustainability and ESG Leadership in 2023, A Real Estate Perspective
5/8/23, 11:30-12:30
Tracy Olsen, MarketSphere Unclaimed Property Specialists
For more than 25 years, Tracy Olsen has held various client facing leadership positions across organizations in the unclaimed property and investor relations sectors. Throughout her career, she has a demonstrated history of working with holders to create and implement targeted programs to improve and streamline unique organizational challenges, including but not limited to, reducing expenses, meeting proxy vote requirements, and ensuring unclaimed property compliance.603-Unclaimed Property Compliance – Best Practices to manage the inevitable
5/9/23, 3:45-4:45
Jonathan Paquette, Treasury Intelligence Solutions, Inc.
Jon Paquette is Head of Customer Success US at TIS. In his role, he assists clients and prospective clients in finding the best use of the technology that TIS offers to solve their organizational challenges. Prior to joining TIS, Jon held various Finance and Treasury positions in U.S. based organizations. Most recently, Jon held the role of Senior Director, Treasury for a large health care organization. Jon holds a BA in Economics from Merrimack College and an MBA from the Carroll School of Management at Boston College.Jon Paquette is Head of Customer Success US at TIS. In his role, he assists clients and prospective clients in finding the best use of the technology that TIS offers to solve their organizational challenges. Prior to joining TIS, Jon held various Finance and Treasury positions in U.S. based organizations. Most recently, Jon held the role of Senior Director, Treasury for a large health care organization. Jon holds a BA in Economics from Merrimack College and an MBA from the Carroll School of Management at Boston College.
401-Best Practices for Global Bank Connectivity & Cross-Border Payments in 2023
5/8/23, 10:15-11:15
Eric Pawloski, Mastercard
Eric has over 15 years of experience developing and commercializing innovative products that meet market needs within the Commercial Payments space. He is currently a Vice President in Account Management at Mastercard, where he is responsible for global commercialization for all partnership opportunities with Bank of America within Global Transaction Services.Prior to joining Mastercard, Eric led a Global Commercial Card product team for a North American based Bank. Eric is based in Chicago, IL where he lives with his Wife and 3 Children.
503-Hi AP! It’s Time to Transform Your Supplier Relationships!
5/8/23, 11:30-12:30
Jake Privette, Reverse ATM
Jake Privette has been in sales in many capacities over the course of 10 years. He has spent a lot of time in the medical space, learning about the current challenges in the medical space. He is a problem solver at heart and enjoys listening to company leaders and some of the struggles that they see on a daily basis and develop plans to overcome them. The shift towards my current role has allowed me to move into the financial management conversations.304-What Does Cashless Look Like for Me?
5/8/23, 2:15-3:15
Chris Ramsay, J.P. Morgan
Chris Ramsay is an experienced B2B Payables Specialist with J.P. Morgan’s higher education and healthcare business supporting the North East and Mid-Atlantic Markets as well as many of Firm’s largest national clients. Chris partners with treasury officers and bankers to help new and existing clients identify, create and leverage optimized procure-to-pay processes that foster financial health in the supply chain.Chris joined J.P. Morgan in 2010 as an Accounts Payable automation specialist with the bank’s Order-to-Pay product team. Chris has over 20 years of experience selling integrated finance and technology solutions to large clients around North America, the EU and the Pacific Rim. Chris is a passionate student of the rapidly evolving B2B payments industry and its relentless drive toward greater convenience and efficiency. He believes every buyer-supplier payment relationship can and should be mutually beneficial. Chris is a graduate of Camosun College in British Columbia.
601-Vendor Payment Optimization and Fraud Mitigation in a Post-pandemic World
5/8/23, 9:00-10:00
Devon Rushton CPA, Basis Technologies
402-Supporting Efficiencies and International Growth with A/R Automation in your ERP: A Basis Technologies Case Study
5/8/23, 2:15-3:15
Dave Sackett, AIOne
Dave Sackett is the CFO of a startup eCommerce company called AIOne, Inc. He speaks on AI, blockchain, cybersecurity, ERP, cryptocurrency, and servant leadership, which is his management style. He is a member of the Forbes Financial Council, Financial Executives International, and Private Directors Association, as well as a guest scholar for the CFO.University. He actively seeks AI and blockchain technology projects and runs the Boston arm of Pixelette Technologies, based in the UK.703-Preparing for a Cyber Attack
5/9/23, 9:15-10:15
Jeffrey Scribner, State Street Global Advisors
Jeff is a Vice President at State Street Global Advisors and a member of the Global Cash Business. In his role as Senior Sales Director, he is responsible for relationship management and business development for SSGA’s money market and custom short duration portfolios across corporations, municipalities, universities and insurance companies in the Northeast and Mid-Atlantic regions of the United States.Prior to this role, Jeff spent five years in SSGA’s San Francisco office building out the western region of SSGA’s Global Cash Business, covering 12 states. Preceding SSGA, Jeff was a member of Neuberger Berman’s sales team in New York with responsibility for the distribution of mutual funds, separately managed accounts and private equity funds to Financial Advisors in the Southwest territory. Jeff started his career at UBS and Smith Barney in New York, serving in various high net-worth and institutional consulting roles across new business development, investment consulting and financial analysis.
Jeff earned his Bachelors of Science in Business Administration from Bryant University and holds FINRA Series 7 and Series 66 Licenses.
103-Making Sense of Alphabet Soup: DEI, ESG & SRI
5/8/23, 2:15-3:15
Brandon Semilof, StoneCastle
Brandon Semilof, Managing Director, joined StoneCastle Cash Management in 2010 and has 20+ years of investment management experience. Throughout his career, he is credited with helping create and launch innovative and unique cash management solutions that have helped to define and develop the institutional cash market. Prior to joining StoneCastle, Brandon was with Vanderbilt Avenue Asset Management, where he was head of sales and marketing. At Vanderbilt, he was successful in helping launch the first institutional liquid FDIC-insured cash management vehicle.606-Optimizing Operating Cash Balances Beyond The Big Three
5/9/23, 9:15-10:15
Aneri Shah, Wells Fargo Bank, N.A.
Aneri is a Senior Vice President and ERP Strategy Consultant at Wells Fargo. She brings over 25 years of experience with a background in full ERP life-cycle implementation consulting, engagement management, operational optimization, customer relationship management and treasury management.She serves as a mentor and trusted advisor for our clients in a strategic capacity with respect to ERP implementation best practices. Her primary objective is to be our client’s advocate while serving as a “technology concierge” bridging the gap between business and technology.
203-ERP Readiness, Selection and Implementation Best Practices
5/9/23, 10:30-11:30
Andrew M. Smock CFA, Merganser Capital Management
Andy joined Merganser in 2003 and serves as the Co-Chief Investment Officer. Andy is also the product team leader for our longer duration strategies, including Core and Intermediate Bond, with oversight for all product strategies. Prior to joining Merganser, Andy was a management consultant with the boutique consulting firm Sibson Consulting Group. Andy holds the CFA designation and graduated with a B.A from Northwestern University and an M.B.A from Massachusetts Institute of Technology.106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk
5/9/23, 3:45-4:45
Bob Stark, Kyriba
Bob Stark has 25 years’ experience in treasury, driving product and market strategy for many of the industry’s best technology providers. Bob works directly with clients, partners, and industry influencers to ensure Kyriba is at the forefront of financial technology innovation. Bob has provided treasury strategy to S&P 500s, and is a frequent speaker & author on treasury, risk management, payments topics at AFP, EuroFinance, ACT, and other major international conferences.701-Defending Against Payments Fraud and Deepfakes in Time of Crisis
5/8/23, 9:00-10:00
604-The Next Generation of Treasury Technology
5/9/23, 2:30-3:30
Holly Tennent, Bank of America
Holly Tennent is the Treasury Product Manager for Virtual Payables and Network Strategy at Bank of America. In her position, Holly plays a key role in shaping the B2B card and payables solutions strategy including fintech partnerships, client enhancements and supplier experience. Prior to joining Bank of America, Holly spent nine years at Bottomline Technologies, most recently in a solutions consultant capacity supporting Bank of America where she assisted clients with the functional and technical aspects of the Paymode-X solution. She believes in building lasting relationships and trusted partnerships, shown through her attention to detail and ongoing focus on the client experience. Holly is a graduate of St. Lawrence University where she was a national competitor on the Equestrian team.503-Hi AP! It’s Time to Transform Your Supplier Relationships!
5/8/23, 11:30-12:30
Peter Thompson, CAVU Securities
101-Diversity in Treasury
5/8/23, 11:30-12:30
Tyler Thurgood, GPS Capital Markets, Inc.
Professionally: GPS has been home for me the past 9 or so years. I work with great corporate clients, most of which have become friends now. At GPS, we provide web-based solutions with a personal/advisory touch and international financial advice to companies, which help minimize their currency risks and costs. I identify foreign exchange exposures throughout the company, use data and analytics to develop hedging strategies, participate in foreign exchange policy creation and amendments, and provide tools for secure payment processing. I’ve grown to love the foreign currency markets and am happy to share with you the GPS culture.Personally: I am a Husband and Father. I’m passionate about Mental and Physical health and the role great food and nutrition play in improving both. I love participating in challenges (solo/groups) – I’ll most likely join you if asked. Lastly, I’m a novice magician.