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
A
Robert Aguilar is an owner and the President of Cabrera Capital Markets (CCM) LLC, a registered FINRA broker dealer with 8 branches across the United States, and Cabrera Capital Partners (CCP), LLC, a registered investment advisor and real estate development and investment firm. Robert has worked in various capacities for the Cabrera companies since 2003, including as Chief Financial Officer and Chief Operating Officer.In his roles with Cabrera, Robert has been instrumental in nearly two decades of growth and expansion, including a nearly 25x increase in gross receipts and the raising of over $10 million in working capital. Strategically, operationally, and financially, he has overseen each of the firm’s business lines, which include Municipal Finance, Municipal Securities Trading, Taxable Fixed Income Trading, Global Equity Trading, Corporate Finance, Advisory, as well as ancillary business operation teams. He has also overseen the real estate development work of Cabrera Capital Partners (CCP), including the current joint project with the Chicago Housing Authority and The Habitat Company to redevelop the 32-acre former LeCLaire Courts property on Chicago’s Southwest Side. The Cabrera companies are certified minority owned enterprises (MBEs).
In addition, Robert has previously served as a member of the U.S. Securities & Exchange Commission’s Advisory Committee on Small and Emerging Companies and as the Treasurer for the boards of each of La Rabida Children’s Hospital, Chicago United, and the Chicago Parks Foundation. Robert is currently serving on the Chicago Blackhawks Society.
Robert has FINRA Series 7, 24, 27, 50, [53, 54, 57] 63, 65, 79, 87, 99 Licenses and a National Commodity Futures Examination Series 3 License.
A native of Chicago, Robert holds a master’s degree in business administration from The University of Chicago Booth School of Business and a bachelor’s degree in finance from Northern Illinois University. Robert was recognized as a Chicago United Business Leader of Color in 2011.
103-Making Sense of Alphabet Soup: DEI, ESG & SRI
5/8/23, 2:15-3:15
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, 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
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 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’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
702-Blockchains, DAOs, NFTs and Cryptocurrencies – Why Should I Care?
5/8/23, 11:30-12:30
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 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
Jeff manages treasury management system implementations and selection of services and has responsibility for treasury system vendor relationships. He has 25+ years of experience in technology and global treasury operations, allowing him to bring a strategic focus to his leadership role.Jeff has successfully led clients through the implementation of custom treasury systems. Additionally, he played a key role in the development of hosted and ASP-based solutions, experience with SWIFT, reconciliations, collateral management, financial instrument valuation and risk solutions.
607-2023 Treasury, Treasury Technology and Banking Services Initiatives
5/8/23, 10:15-11:15
David is the Founder and CEO of OurBanc; a FinTech whose mission is to do its part to reduce the racial wealth gap by channeling the transformative power of purpose, community, and innovative technologies, to provide more equitable, sustainable, and inclusive financial products and services. Growing up in Ghana, David had always been intrigued by Susu, an informal community-based savings practice that enables family and friends with limited or no access to formal banking services to come together to borrow and lend money to each other. David founded OurBanc based on his firsthand experiences and to leverage his cross-functional expertise working across banking, finance, technology, and risk industries. Prior to OurBanc, David spent over fifteen years working at Citizens Bank, the Boston Federal Reserve, and EY’s Financial Services practice. He is a Steward of the Council for Inclusive Capitalism (the Council) and is a member of the U.S. Faster Payments Council (FPC) and serves on the Financial Inclusion Workgroup and ESG Subgroup.
David loves all things BBQ! David earned his Masters in Accounting from the University of Notre Dame, and a Master of Science in Information Systems from Baylor University. He has a Bachelors in Finance from the University of North Florida, with the highest honors and is a Certified Public Accountant (CPA).
301-The Tech in Fintech
5/9/23, 2:30-3:30
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
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
For over 20 years, Tom has been fortunate to be involved with all aspects of building, developing, implementing, supporting and selling Financial Technology across the globe. As the head of Global Presales at Kyriba, Toms’ objectives are to help customers understand and design solutions for their Treasury, Payments, Risk, and Working Capital strategies, while leading and building the strongest global presales organization in the industry covering solution engineering, RFP administration, and technical sales.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
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
Will is a Vice President, Portfolio Strategist at State Street Global Advisors. He is a member of the Global Cash and Global Fixed Income Investment Management Teams. Will is responsible for the communication of cash and fixed income investment strategy and performance to clients, consultants and prospects. He covers multiple sectors and vehicles, including both active and indexed fixed income.Prior to joining SSGA in 2014, Will spent time on both the advisory and brokerage side of the business. Most recently he was part of Royal Bank of Scotland’s Institutional Fixed Income Sales team and Merrill Lynch’s Institutional Money Market Sales Team. Prior to Merrill Lynch will worked as a Money Market Portfolio Manager and Fixed Income Trader for Columbia Management and Fleet Investment Advisors.
Will received his BA from Roanoke College and has his Series 7 and 63 Securities License.
103-Making Sense of Alphabet Soup: DEI, ESG & SRI
5/8/23, 2:15-3:15
With a passion for technology and finance, Gabriel uses his expertise to drive business growth and solve complex problems through embedded finance, APIs, and Connectivity as a Service (CaaS). He works with teams across the organization to promote and educate about these technologies. Prior to joining the bank, Gabriel at Kyriba where he held various roles including Sr. Treasury & Finance Advisor, Sr. Solutions Engineer, Head of Latin America Presales. Before Wells Fargo he worked as a Director of Treasury for a private firm, and Treasury Sales at Bank of America. He has a strong skillset in areas such as API management, technology evangelism, product evangelism, enterprise resource planning, connectivity solutions, liquidity solutions, and more.
Gabriel has a bachelor’s degree in Business Management from the Universidad Iberoamericana in Mexico City.
203-ERP Readiness, Selection and Implementation Best Practices
5/9/23, 10:30-11:30
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
Jagathi is an entrepreneurial executive with deep experience in global go-to-market operations and solutions delivery for high growth, innovative technologies. She builds commercially successful businesses and has a track record in developing diverse, sought-after teams. Jagathi has a current focus on accelerating the business transformation through the use of digital and new technologies. At PwC, Jagathi is driving net new revenue from sharing regional and domestic technologies across the global network. Previously, she led two global organizations at Thomson Reuters, where she owned the global delivery of enterprise risk and compliance solutions, and was COO at venture-backed SaaS provider, WegoWise. Noticing a gap in the industry, she founded FintechWomen, to promote gender equity and diversity in fintech. 302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45
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
Shemina brings over 15 years of international payment experience to Ascendant FX. Before joining Ascendant FX, Shemina held the position of Director of Business Development for Custom House Global Foreign Exchange. In this role, she led global marketing and business development initiatives for Custom House, including the onboarding of strategic global customers and evaluating and implementing partner and acquisition opportunities. When she initially joined Custom House, she was responsible for determining the marketing and sales initiatives that were essential for growth of the American market as well as outlining various operational procedures to increase capacity for the business. As the Business Development role increased, in addition to the sales and marketing efforts, Shemina was also directly involved with the development of Custom House’s proprietary online trading systems for both businesses and individuals; ultimately being responsible for managing the sales and operational call centre for the consumer online business.Shemina started in the industry as a Corporate Dealer at Thomas Cook Global Financial Services where she managed a portfolio of over 5 million in revenue within the Financial Institution segment.
Shemina has also spent five years owning and operating her own hotel development located in the Canadian Rocky Mountains. She has a Bachelor of Commerce from McGill University and her MBA from Queens University.
In 2018, Shemina was named as part of Money 20/20’s Rise Up cohort. She also currently sits on the Payments Canada Advisory Council and the board of Special Olympics Ontario.
801-Women in Leadership
5/9/23, 8:10-9:00
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,
401-Best Practices for Global Bank Connectivity & Cross-Border Payments in 2023
5/8/23, 10:15-11:15
Amy is a financial services professional with more than 36 years of payments experience with a concentration in ACH, RTP and Check. Amy recently joined Wells Fargo Global Treasury Management where she is a Senior Lead Business Execution Consultant focusing on ACH Risk initiatives. Previously, she was an ACH Product Executive at J.P. Morgan Chase where she had responsibility for strategic project execution, cross line of business initiatives, solution design, industry engagement and where she provided leadership for DE&I initiatives. Amy has served on the Nacha Rules and Operations Committee, Nacha Risk Management Advisory Group and the Electronic Payments Network (EPN) Business Committee.502-The Transformation of B2B Payments
5/9/23, 9:15-10:15
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 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
With over 10+ years experience in the payments industry, Chris has held senior positions at several prominent financial services companies, specializing in cross border, merchant acquiring and card issuing. Throughout his career, Chris has developed a deep understanding of industry trends and customer behaviour, allowing him to create innovative and effective strategies that drive growth and profitability.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
Michael McDonough leads the Trade & Working Capital sales team for Santander’s Commercial Bank franchise in the United States. In this role he leads teams providing solutions across the Commercial Card, Liquidity, Core Trade and Supply Chain / Accounts Receivable solution sets. Prior to this role, Michael held a number of roles at J.P. Morgan including global product head for the Corporate Trade & Supply Chain Finance business and head of N. America Trade & Export Finance. Michael previously held global Supply Chain Finance roles at RBS and ABN Amro in London and Amsterdam. 201-Working Capital as a Tool
5/8/23, 10:15-11:15
Kimberly Monty Holzel is a partner in Goodwin’s Financial Industry, Consumer Financial Services and Fintech practices. She advises banks and Fintech clients offering tech-enabled consumer financial services on compliance with consumer financial services laws. Ms. Holzel works with payment services, blockchain and virtual currency companies on FinCEN’s money service business (MSB) regulations and anti-money laundering requirements. She also prepares banks, lenders and Fintech companies for supervision by financial services regulators and represents them in connection with state and federal regulatory investigations, examinations, and inquiries.
Prior to joining the firm, Ms. Holzel worked for the U.S. Consumer Financial Protection Bureau, where she headed examination teams at large financial institutions.301-The Tech in Fintech
5/9/23, 2:30-3:30
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
302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45
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
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
Noel Pearlman is a Director of Account Management at Mastercard International. He has over 25 years of experience in the payment industry and has held both Product and Sales roles at both national and regional financial institutions in North America. Prior to joining Mastercard, Noel focused on helping his mid and large market corporate clients develop their B2B payment strategy.503-Hi AP! It’s Time to Transform Your Supplier Relationships!
5/8/23, 11:30-12:30
Dianne has held business development and leadership roles at several software companies specializing in enterprise solutions that accelerate measurable business growth and performance. Most recently, Dianne was a business development leader at UiPath, the world’s leading Robotic Process Automation (RPA) solutions provider. At UiPath, Dianne was a foundational contributor in driving the company’s unprecedented growth—helping financial services and insurance companies across the Americas implement front and backend RPA solutions. Prior to UiPath, Dianne worked with global software leaders such as Wolters Kluwer and Vertafore to deliver enterprise software solutions to businesses across the legal, financial services and insurance industries. Dianne holds a BS in Electrical Engineering from the University of Connecticut and MS in Manufacturing Engineering from Boston University.301-The Tech in Fintech
5/9/23, 2:30-3:30
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 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
Rob Richards currently serves as the Director of Quantitative Risk Analysis at GPS Capital Markets. His love for numbers and statistics started nearly 50 years ago while memorizing the backs of old Topps baseball cards in a shoe box next to his bed. Then, Rob’s continued affinity for math in school, brainteasers, and puzzle-solving led to career stops in Accounting and CPA advisory services specializing in corporate R&D tax credits.
For the past 13+ years, Rob has successfully partnered with CFOs, Treasurers and Controllers as they navigate the challenges that their companies face due to the impacts of FX currency volatility.
Rob is an experienced speaker on the topics of Treasury technology and Risk Management
Including prior presentations at the New England AFP in Boston, Windy City Summit in Chicago, Carolina Cash Adventure in Charleston, and other regional accounting CP events. In February 2023, Rob traveled to London to receive Global Finance Magazine’s FX Tech Award for ‘Best System for Assessing Risk and Hedging Strategy’.
Finally, Rob speaks Chinese. He loves his family, playing golf, ordering appetizers, and watching desert sunsets in Arizona. He is loyal to anythingUniversity of Utah (his alma mater).704-FX Risk Assessment Techniques & How to Use Them
5/9/23, 10:30-11:30
Barbara Dalton Russell co-founded Cap W – an Advisory/investment Banking firm focused on early/mid-stage tech-enabled companies, characterized by strong female and/or POC founders & teams, solving BIG problems with massive market opportunities. In her role as Managing Partner, she strives to advance the ability of tech-based companies, with her focus on AI/ML, VR/AR, ed-tech, clean-tech and fin-tech, to succeed through their model of investing and providing strategic advice that maximizes the ability of these companies to scale via targeted fundraising from optimal/inclusive strategic, venture, and other capital sources.
Barbara serves on the board of several rapidly-scaling, early and mid-stage companies, providing advice fueled from her 31 years of experience in private equity, investment banking, M&A, and capital markets. She also serves on non-profit boards including: NFTE and Alliance for Business Leadership (ABL), both of which represent her progressive views on diversity and inclusion.
Barbara serves as an adjunct professor at the University of Massachusetts, where she teaches undergraduate and graduate courses in Entrepreneurship. She has been a senior lecturer at: MIT Sloan School: Efficient Capital Raising; Babson College-Wellesley Campus: Financial Modeling: Walk the Financial Talk; Babson College-Boston Campus: Understanding Your Market; Babson College-Miami Campus: Identifying the Marketing Opportunity and Sizing The Market; Boston University: How To Win A Pitch Competition Workshop; and IIT-Madras: What Makes a Winning Pitch. She also lectures/presents to TechStars cohorts, Learn Launch cohorts, BU – Questrom School of Business, University of Massachusetts faculty, India Institute of Technology and The National Venture Plan Competition on how to create a winning pitch deck and how to present it. Barbara also serves as Executive-In-Residence at U Mass- Lowell, where she provides advice on the commercialization of technologies that have been incubated on campus. Barbara is also a Mentor-In-Residence at Techstars-Boston and EForAll as well as a board advisor for FinTechWomen.
Ms. Russell received her MBA from the Sloan School at MIT and a BA in Economics from Boston University.302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45
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
Melissa Schwab Wright is a partner in the firm’s Private Equity group and a member of its Debt Finance practice. Ms. Wright advises lenders and borrowers in a broad range of complex finance and restructuring transactions, and has extensive experience managing all aspects of large, syndicated, multi-tranche financings ranging from $5 million to over $2 billion. She is adept in handling cross-border matters and in working with a wide variety of industries, including waste management, healthcare, manufacturing, retail, and technology. Ms. Wright also advises lenders and borrowers across a broad array of debt transactions, including private equity-sponsored leveraged buyouts and recapitalizations, syndicated, secured and investment grade strategic acquisition financings and working capital facilities, fully-followed asset-backed facilities and seller financing.302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45
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, 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
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
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
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.704-FX Risk Assessment Techniques & How to Use Them
5/9/23, 10:30-11:30
Josh Trawick is an accomplished Sr. Data Scientist and Quantitative Risk Analytics professional at GPS Capital Markets. He possesses a keen ability to leverage his proficiency in machine learning, Python, R, and SQL to transform data into critical knowledge that leads to data-driven decisions. His creative problem-solving skills and passion for expanding his knowledge base have helped him achieve success in multiple domains, making him an invaluable asset to his team. As a graduate candidate pursuing an M.S. in Data Analytics, Josh aims to broaden his skillset and find innovative solutions to help clients mitigate foreign currency risk and reduce unnecessary expense.
As a native of Seattle, WA, Josh has always been drawn to the vibrant music scene that the city is known for. His passion for music runs deep, and he often attend concerts and festivals to catch his favorite artists live. In addition to music, he also enjoys spending time outdoors and playing golf. Whenever he gets the chance, he loves to travel and explore new places, immersing himself in new cultures and trying new things.704-FX Risk Assessment Techniques & How to Use Them
5/9/23, 10:30-11:30
As an executive director in IBM, Yuhong Yin is currently responsible for IBM’s Business Analytics and Insights segment. She has a broad and rich experience in Data, AI, Automation and Cloud. She previously managed IBM’s Regtech and Fintech offerings, Health Insights Data pipelines, High Performance Computing products, and developer tools. She has in-depth knowledge in banking and financial services and is passionate about transforming these industries with technology. She holds a Master’s degree in “Engineering Management” from MIT Sloan Business School and a Master’s degree in computer science from Northeastern University.301-The Tech in Fintech
5/9/23, 2:30-3:30