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Keynote Speakers

Thursday, April 25, 1:00 pm 

Jeffrey  C. Fuhrer

Jeff is a nonresident fellow in Governance Studies at the Brookings Institution and a Foundation Fellow for the Eastern Bank Foundation. He has just published “The Myth That Made Us” (MIT Press 2023). The book explores the link between widely held but false narratives about poverty and race and poor outcomes for many in the U.S. economy. In addition, he is working with a large collaborative to update the findings of the Federal Reserve’s 2015 “Color of Wealth in Boston” study.This group hopes to use the new findings to design programs and policies to close the wealth gap in the Greater Boston metro area and surrounding communities. Jeff recently finished a 2-1/2 year term as a senior fellow at the Harvard Kennedy School of Government. In that capacity, he conducted research on the Federal Reserve’s new monetary policy framework, and sources of the racial and ethnic wealth gaps.
Jeff previously served as director of research, executive vice president and senior policy advisor at the Federal Reserve Bank of Boston. He has been an associate economist of the Federal Open Market Committee and regularly attended this key US policymaking meeting with the Bank’s president. Fuhrer began his career at the Board of Governors of the Federal Reserve System in DC. He has been active in economic research for more than three decades and has served as an associate editor for the American Economic Review. Fuhrer has published numerous scholarly papers on the interactions among monetary policy, inflation, consumer spending, and asset prices.
Fuhrer earned an AB in economics, graduating first in the department with highest honors from Princeton University. He received his MA and PhD in economics from Harvard University.

Friday, April 26, 12:00 pm


Surprise Speaker

Our surprise speaker and entertainer has performed over 2,500 shows over the last 30 years to audiences that have included elite leadership teams from Fortune 100 companies as well as countless associations and non-profits. He attributes his success to the willingness to break rules and will share his stories and insights about tapping the power of intelligent deviance.  Industries that exist in an atmosphere of regulatory controls are especially prone to the creep of self-adopted limits and unnecessary emotional and social restraint. Success, innovation, and excellence always arises by engaging in some form of intentional rule breaking. Today’s most influential professionals challenge the hidden rules in our culture that compromise individual and organizational potential. Strategic rule breaking is an essential component of true contribution and a task that must be assumed by all members of an excelling organization. In this session you’ll walk away inspired to break some rules, knowing how to identify what they are, and exactly how to rise above them.

Session Speakers

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Chris Allen, Trovata
Chris joins the Trovata team with over 15 years of tech and SaaS sales experience across multiple industries and segments. Most recently Chris led all go-to-market functions for Podium, a company he helped scale from $5m to $200m ARR. Additionally, Chris brings years of experience building and scaling successful sales teams from 5 to 100 team members.

701-Unlocking Financial Agility: Mastering Real-Time Treasury with Modern Tech Innovations
4/25/24, 10:15-11:15
Nathra Altheeb, Elire, Inc.
Nathra Altheeb serves as a Managing Consultant in Elire’s Kyriba SaaS Treasury practice. As a platinum-certified Kyriba modules consultant, Ms. Altheeb specializes in payments, bank connectivity, and cash forecasting. Nathra leverages her treasury expertise to deliver value to her clients.

502-Utilizing FedNow for Real-Time Payments
4/25/24, 9:00-10:00
Pradeep Aradhya, Novus Laurus
Pradeep Aradhya is CEO of Novus Laurus, a digital strategy, and transformation consulting company.  As a thought leader and speaker on digital transformation strategy, clients rely on his unique perspectives to realize new visions for operational efficiencies and sustained revenue growth. He brings 24 years of experience in digital technologies, acquisitions, as well as business turn arounds and reorganizations in Finance, Healthcare, Retail, Media, and Business Services to drive transformative change. Pradeep has led groundbreaking innovations at Ally Bank, Bayer Pharma, Hologic, Manpower, Disney, Intercontinental Hotel Groups.  Pradeep helps CIOs, CMOs and COOs stay on the forefront of technologies and lead change across organizations for successful transformations.

303-Generative AI for Financial Services
4/25/24, 11:30-12:20
Anuj Bhatia, Goldman Sachs
Anuj is a Liquidity Solutions Strategist and Client Facing Portfolio Manager at Goldman Sachs Asset Management. He serves as a product and macro analyst focusing on front-end rates, monetary policy, and the economic environment. He and the team work with Goldman Sachs Asset Management’s institutional, third party, financial intermediary, and private wealth management clients across the globe on their cash and short duration fixed income investment strategy. Anuj earned his bachelor’s degree from Vanderbilt University where he studied economics, biology, and chemistry.

101-Managing Cash at Peak of the Mount Rates
4/25/24, 9:00-10:00
Isabela Bagi, Grantfin
Isabela is a co-founder of Grantfin, a startup that specializes in identifying value within the blockchain ecosystem and is an enthusiastic advocate of Web3 and decentralized finance (DeFi). Before Grantfin, she worked alongside her cofounder at a previous fintech startup based in Boston.
She is a graduate of College of the Holy Cross and continued on to get her Masters from Northwestern Pritzker School of Law. She also holds her Series 65 investment advisor license.

302: Convergence of AI and Blockchain
4/26/24; 10:30-11:30
Chris Byers, PNC Bank
Christopher (Chris) Byers is a Senior Digital Product Manager at PNC.
Since joining PNC in 2003, Chris has held a number of business/operations and risk management roles. Among Chris’ business passions are operational risk management and fraud awareness and prevention. In his current role, Chris owns and manages PNC’s Account Verification Services offering. Chris has a BS from the University of Pittsburgh, and a JD from the Duquesne University School of Law.

601-Cybercrime and Payments Fraud: Be Informed and Take Action
4/25/24, 10:15-11:15
Paul Bramwell, Trovata
Paul is Trovata’s Enterprise Treasury Lead and brings over 3 decades of experience in the corporate treasury world. Paul has worked for two of the largest treasury system vendors in various senior roles and was a Partner in Ernst & Young’s treasury advisory service. Paul has worked with some of the largest and most complex global treasury groups in all aspects of the treasury function. Originally from the UK, Paul has lived in the US since 2003 and is a self-confessed gadget addict.

201-Beyond Crisis Management: How to Drive Growth in a High Interest Rate Environment
4/26/24, 1:15-2:15
Sherry Bruno, Enstar Group
205-Strategies to Managing Liquidity and Investments in Today’s Environment
4/25/24, 11:30-12:30
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Dan Caputo, Ascendant

Dan Caputo, VP Global Treasury Solutions at Ascendant, works closely with clients to provide customized online automated payment solutions to meet the changing needs of organizations in an increasingly global world. He has worked closely with clients and the Ascendant development team to implement new functionality, including products such as Payee Intelligence™. Dan brings over 20 years of foreign exchange payment experience, with 10 of those years spent at Ascendant.

403-Reducing Pain Points from International Payments
4/26/24, 10:30-11:30
Sean Carter AAP, NEACH Payments Group
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.

4/26/24, 8:00-9:00
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.

401-International Liquidity Management and Capital Structure Considerations for International Operations
4/26/24, 9:15-10:15
Yuri Cataldo, Athenian Capital
Yuri Cataldo is passionate about finding and creating solutions that are impactful, scalable, and sustainable. At Autodesk, he leads  the research and exploration of strategic applications in blockchain and generative AI, harnessing their potential to enhance design, engineering, and construction.  As a co-founder and general partner of Athenian Capital, Yuri invests in and advises early-stage startups in building highly capital-efficient technology companies with clear pathways to long-term profitability. His interest in web3 and the creator economy led Yuri to author a best-selling book, Be Left Behind.

302: Convergence of AI and Blockchain
4/26/24; 10:30-11:30
Craig Chapman, Actualize Consulting
Senior Manager at Actualize Consulting with a strong knowledge of project management, business requirements and treasury system implementations.  Mr. Chapman  has over 25 years of professional experience representing treasury software vendors as well as a Big 4 consulting firm.  His focus has been on working with companies that selected to implement treasury technology to transform their treasury departments.  He has provided process, strategy, controls, and technology assistance to companies in all aspects of global cash management and treasury management activities.  Extensive hands-on experience in project management, business requirements, system design, treasury system implementation, testing and implementing complex structures such as: Inhouse Banking, Netting and Notional Pooling.

402-Notional Pooling, “Reimaging Global Treasury at Otis Elevator Co.”, Is it the right fit for your organization?
4/25/24, 10:15-11:15
Arafat Chowdhury, TD Bank
Arafat Chowdhury, VP, Sr. Product Manager, Emerging and Digital Payment Solutions at TD Bank.  In addition to product management, Arafat has experience implementing an enterprise payments hub including Fedwire, RTP, Zelle, and ISO 20022. Arafat holds a bachelor’s degree from North South University in Bangladesh and earned his MBA in Finance at UMass Dartmouth. He also served as a Petroleum Supply Specialist in the U.S. Army Reserves for six years and is an active community volunteer in Boston where he lives with his wife and their twin sons.

301-Fintechs and Banks: A New Wave of Collaboration as a Win-Win for Customers
4/25/24, 9:00-10:00
Sean Colman, Bank of America
Sean Colman serves as a Director and Senior Investment Solutions Officer for BofA Securities Global Liquidity Investment Solutions Group.  Sean’s primary role is to provide end to end liquidity and investment solutions to institutional, large corporate and middle market companies, as well as not for profits.  Sean works with clients throughout the country with a primary focus in the Northeast.
Based in New York, NY, Sean has over 25 years of banking and investment sales experience.  Sean is registered with BofA Securities LLC., and holds the following FINRA licenses:  Series 7 General Securities and Series 63 Uniform Securities Agent State Law Examination.
 Sean earned a bachelor’s degree in business from Syracuse University in 1996.  Sean is a current member of the Syracuse Alumni Club.

205-Strategies to Managing Liquidity and Investments in Today’s Environment
4/25/24, 11:30-12:30
Jamie Cortas, Dell
Jamie Cortas, Director of Global Investment Management, joined Dell in September of 2016. Previously she was a Director, Worldwide Investment Portfolio Strategies at EMC having joined their Treasury department in January 2001. At EMC she was responsible for managing investments for the company’s balance sheet cash; an approximately $4 billion fixed income portfolio. In addition to currently overseeing the investment of Dell’s balance sheet cash, Jamie also oversees the investments of a ~$500 million defined benefit plan for Data General, which EMC acquired in 1999, and she helps with special projects for the Dell 401K plan.  Prior to EMC, she was a Financial Advisor on the retail side for 18 months. Jamie holds a B.S. in finance from Bentley University and a Masters Degree in Investment Management from Boston University.  Jamie also heads the investment committee for her church’s endowment.

101-Managing Cash at Peak of the Mount Rates
4/25/24, 9:00-10:00
Peter Crane, Crane Data
Peter G. Crane is President & CEO of Crane Data, a money market and mutual fund information firm. Crane Data is the publisher of Money Fund Intelligence, a monthly report that includes news, performance and indexes on money market mutual funds and the cash investment industry. Crane was previously Vice President & Managing Editor of iMoneyNet, and was previously editor of investment newsletters Donoghue’s Moneyletter and Fidelity Insight. He is also author of Mutual Fund Investing on the Internet. Mr. Crane studied economics at Brown University.

106-Stairway to Seven Trillion: Why Money Markets Should Stay Hot Even as Rates Move Lower
4/25/24, 2:15-3:15
Cheryl Curz, The Clearing House
Cheryl joined The Clearing House in 2019 as their Real Time Payments Product Manager.   In this role she is tasked with driving product adoption and usage of the TCH Real Time Payment Network which went live in the US in November 2017. This is the first new payments infrastructure in the US since the ACH network was introduced in the 1970’s. Cheryl advises bank and corporate clients on Real Time Payments best practices and market trends.
Prior to The Clearing House, Cheryl held a variety of diverse roles including product/market management, bank operations, auditing, and solution consulting.   She has held leadership roles across global transaction banking, specializing in providing strategic payment solutions to the industry at Citi, BNY Mellon, HSBC and CGI.
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heryl holds a Bachelor of Science (BS) in Accounting from Niagara University and Master Organizational Leadership (MOL) from Wilmington University.

503-Using the Precision of Real-time Payments for B2B Transactions
4/26/24, 10:30-11:30
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Zech Decker, Kaufman Hall
Zech Decker is a Senior Vice President with Kaufman Hall’s Treasury and Capital Markets practice, specializing in bond issuance, private placements, and treasury management. Zech has extensive industry experience in the Banking and Consulting industry at Bank of America, J.P. Morgan, and Kaufman Hall.

105-Dynamic Liquidity Optimization: Operational Framework for Long-Term Success
4/26/24, 3:45-4:45
Melissa Engram, U.S. Bank
Melissa is part of a customer-experience team responsible for executing, coaching, and continually enhancing the U.S. Bank treasury management customer engagement model. She provides clients with counsel and thought leadership around business process optimization. Based in Chicago, IL, Melissa brings more than 20 years of payments and treasury management expertise.

703-A shift to defense mode: Changing priorities in treasury
4/26/24, 9:15-10:15
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Cindy Finley, Mastercard
Cindy Finley joined MasterCard in early 2022 in the role of Commercial B2B Payments Consultant on the NAM Commercial Product team. In this role, she provides strategic alignment for her portfolio of Financial Institution customers across the Mastercard Commercial product team.  She is responsible for understanding each customers end to end payments ecosystem and offering respective solution options to support their growth objectives, as well as thought leadership and industry insights.
Throughout her career, Cindy has served as a Senior Sales Executive and Strategist who has delivered revenue growth through strategy, sales leadership, and innovation in treasury management and payment solutions in the banking industry. 
Cindy holds a MBA from Cleveland State University, Cleveland, Ohio and a BBA degree from Saint Mary’s College, Notre Dame, Indiana. Professional certifications achieved include a Certified Treasury Professional Certification (CTP) and a Certified Purchasing Card Professional (CPCP) designation.

206-Payments as a Strategic Working Capital Tool
4/25/24, 9:00-10:00
Janet Frick
Janet has over 30 years’ experience in finance and treasury having worked extensively in capital structure planning, financial risk management, working capital optimization and global liquidity management.  Janet recently retired as Assistant Treasurer, International from Boston Consulting Group (BCG). Prior to joining BCG in 2019, Janet worked across a range of sectors in technology, bioscience, environmental and mobility, most recently as Treasurer of Zipcar.

203-Building Treasury Resilience: Are you ready?
4/25/24, 10:15-11:15
Anand Goel, Optimized Payments Consulting
Anand Goel is the CEO and Founder of Optimized Payments Consulting.  Anand managed the analytics team at Elavon for four years prior to starting his consulting practice in 2007.   Anand earned a Bachelor of Business Administration degree from the University of Texas at Austin and an MBA with honors from F.W. Olin Graduate School of Business from Babson College.

505-Leveraging Payment Analytics to Reduce Payments Costs and Streamline Backoffice Operations
4/26/24, 2:30-3:30
Michael Graham, Elire
Mr. Graham serves as Elire’s Success Hub Practice Lead, delivering and managing the creation of Elire’s proprietary tools and custom applications to drive organizational success for our clients. Mike has 25+ years of corporate finance and ERP system expertise including Oracle EBS, Cloud, and various TMS systems.

202-Understanding Bank Connectivity during ERP Planning & Migration
4/26/24, 3:45-4:45
James Green, Kaufman Hall
James Green is a Vice President with Kaufman Hall’s Treasury and Capital Markets practice. He provides strategic and tactical support for innovative treasury solutions. James has extensive experience across Treasury Banking and consulting roles at Bank of America and J.P. Morgan supporting a variety of industries.

105-Dynamic Liquidity Optimization: Operational Framework for Long-Term Success
4/26/24, 3:45-4:45
Justin Guerra, Kaufman Hall
Justin Guerra is an Assistant Vice President with Kaufman Hall’s Treasury and Capital Markets practice. He provides analytical, quantitative, and strategic support for treasury solutions. Prior to Consulting, Justin served as a Treasury Officer at J.P. Morgan.

105-Dynamic Liquidity Optimization: Operational Framework for Long-Term Success
4/26/24, 3:45-4:45
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 Payments and 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 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.

205-Strategies to Managing Liquidity and Investments in Today’s Environment
4/25/24, 11:30-12:30
Jagathi Gururajan, FintechWomen
Jagathi is a global technology executive with a proven track record of driving notable revenue growth through a customer-centric approach. Her experience spans strategy and technology consulting at Fortune 500 technology firms, Big 4 consultancies, and high-growth startups. Jagathi particularly thrives in nimble, high-growth environments where she can uplevel both employee and customer experiences.  Jagathi is a passionate advocate for fostering diversity and inclusion in the tech industry. Recognizing a significant gap, she founded FintechWomen, a professional organization that empowers women to excel at the intersection of new technology and financial services.

302: Convergence of AI and Blockchain
4/26/24; 10:30-11:30
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Susan Hill, Federated Hermes
Sue Hill is head of the Government Liquidity Group and is responsible for portfolio management and research of government liquidity portfolios.
She has more than 30 years of investment experience. Before joining Federated Hermes’ investment research department in 1990, Sue worked as a research assistant at the U.S. Treasury Department.
Sue earned her bachelor’s degree from University of Virginia and master’s degree
from Carnegie Mellon University. She is a CFA® charterholder and a current
member and former president of the CFA® Society of Pittsburgh.

106-Stairway to Seven Trillion: Why Money Markets Should Stay Hot Even as Rates Move Lower
4/25/24, 2:15-3:15
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Matthew Jones, Western Asset Management
Matt Jones is Head of Liquidity Distribution at Western Asset and works in the New York office. He has over 30 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.

102-Managing Liquidity and Short-Term Investments through the Cycle
4/26/24, 9:15-10:15
Jennifer Kelley, IDEXX Laboratories, Inc.
Jennifer Kelley is a Treasury Manager at IDEXX Laboratories, Inc., primarily responsible for global liquidity and cash management, ERP bank integration and automation, SOX controls, PCI compliance, foreign bank account reporting, and bank system access controls. As a Certified Treasury Professional (CTP) with 15 years of global Treasury experience, she enjoys learning about new Treasury technologies and payment instruments and has a passion for identifying and implementing process improvements and streamlining critical workflows. 

203-Building Treasury Resilience: Are you ready?
4/25/24, 10:15-11:15
Damian Kuczma, Deloitte
Damian is a Managing Director and a payments, operations and risk leader in Deloitte’s Risk and Financial Advisory Practice. He has extensive professional services and industry executive level experience in payment processing, risk management, financial services, and supply chain logistics, and is currently focused on strengthening Deloitte’s footprint in the big tech, FinTech, digital currency, and Blockchain spaces. Topical areas include: end to end payment, money movement and ancillary processes; initiation channel and core platform technologies; digitization and automation; optimization and efficiency; and regulatory compliance, risk and controls. 
Damian specializes in the intersection between business activities, operational efficiency, governance & risk management, and regulatory compliance.  He brings innovative solutions to balance between required & leading practices and business revenue generating activities. 
Damian is an active participant in the Boston Blockchain Association community and can be seen through regular facilitation and speaking opportunities at local events.

302: Convergence of AI and Blockchain
4/26/24; 10:30-11:30
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Audrey Lokker, Redbridge DTA
Audrey Lokker, CFA, is a Senior Director at Redbridge Debt and Treasury Advisory with 25+ years of expertise in U.S. debt capital markets. With an extensive background at JP Morgan Chase and other major banks, she excels in financing strategy and negotiation and credit risk assessment. Audrey holds a BA in economics from Trinity University and an MBA from Texas A&M University.

702-Will Your Bank Swipe Right?
4/25/24, 2:15-3:15
Jim Maimone CTP, Citizens Bank, N.A.
Jim Maimone, CTP, SVP, Senior Payment Hub Product Manager, has over 25 years of commercial payments experience in a variety of roles from ACH to Integrated Payables to Commercial Cards. Jim is responsible for developing and implementing the strategy for efficiently routing and monitoring payment activity across payment channels. A graduate of UMass Boston, Jim holds a BA in Economics and a Master of Science in Finance from Boston College. Jim resides in Stoneham and enjoys coaching and playing ice hockey.

503-Using the Precision of Real-time Payments for B2B Transactions
4/26/24, 10:30-11:30
Michael McDonough, Santander Bank. N.A.
Michael McDonough leads the Trade & Working Capital sales teams for Santander’s Commercial Bank franchise in the United States. In this role he leads teams providing solutions across the Commercial Card, Core Trade & Supply Chain and Liquidity 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.

206-Payments as a Strategic Working Capital Tool
4/25/24, 9:00-10:00
Brandon McGraw, The Knot Worldwide, Inc.
At TKWW, he leads the Global Accounts Payable, Payroll, and Treasury Operations functions across 15 countries spanning 4 continents He also leads all process improvements and system implementations for TKWW’s Global Accounting team. Before TKWW, Brandon was Senior Accounting Manager for Remedy Health Media, a leading healthcare technology platform. While there, he managed full Accounting and Treasury processes for 17 divisions across Remedy’s Advertising and Print subscription business units. Originally from Brooklyn, New York, Brandon graduated from Penn State University, earning a B.S. in Accounting and a B.S. in Finance in 2009.

701-Unlocking Financial Agility: Mastering Real-Time Treasury with Modern Tech Innovations
4/25/24, 10:15-11:15
Kevin McKeever CTP, HSBC BANK USA
Kevin McKeever is the North America Head of Treasury Solutions Group for HSBC’s Global Payments Solutions. Based in New York, Kevin consults global companies on domestic and international payment solutions and provides training and advisory into current market trends across global liquidity and cash management.
With over 35 years of banking experience across relationship management and cash management –19 of those with HSBC, Kevin has also led various sales teams covering a variety of industry sectors. Prior to that, he worked for ABN AMRO, which included a 6-year stint in Europe covering U.K. and Irish companies and developed regional cash management solutions for global companies.
Kevin holds a MBA from the University of Warwick in the U.K., and is a Certified Treasury Professional under the Association for Financial Professionals (AFP).

203-Building Treasury Resilience: Are you ready?
4/25/24, 10:15-11:15
Bridget Meyer, Redbridge DTA
Bridget Meyer is a Senior Director of Redbridge Debt and Treasury Advisory and Analytics and 12 time AFP National presenter. She is an internationally recognized expert on bank fee reporting. She currently facilitates the SWIFT CGI-MP working group 5 dedicated to improving the quality and adoption of global bank fee reporting. Bridget has been working for 20 years to improve the quality of bank fee reporting by administering the AFP Service Code Accredited Provider Program and even authored the AFP Global Code set. Her passion is to collaborate with the treasury community to make bank fee analysis easier on all parties involved – corporate treasurers, bankers, and vendors.

704-Bank Fee Analysis: Performing the Mission Impossible -4/26/24, 1:15-2:15
Nicole Miller, Otis Elevator Co.
A seasoned Treasury professional, Ms. Miller has a robust skill set in cash pool management, SWIFT implementations, global trade finance and Treasury technology transformation and systems.
Nicole’s expertise in cash pool management involves a strategic approach to liquidity optimization. She leverages her understanding of cash flow patterns to design and implement effective cash concentration structures. This includes identifying surplus funds, consolidating cash resources, and creating centralized accounts to enhance working capital efficiency.
In the realm of SWIFT implementations, she brings a wealth of knowledge in understanding organizational needs, configuring secure messaging channels, and ensuring compliance with industry standards. She has successfully overseen end-to-end implementations, facilitating secure and standardized communication for financial operations.

402-Notional Pooling, “Reimaging Global Treasury at Otis Elevator Co.”, Is it the right fit for your organization?
4/25/24, 10:15-11:15
Kristen Mills, Staples, Inc.
Kristen Mills is Project Manager,Payments  and part of the Treasury team at Staples, Inc.  Staples is the world’s largest office products company and second largest Internet retailer.  Staples sells and delivers office products and services directly to businesses and consumers.  They operate approximately 1,580 retail stores in North America.

506-How to Deploy “Choose Your Own Adventure” Smart Safe Program
4/26/24, 3:45-4:45
Amy Morris, NACHA
Amy Morris is a Senior Director of ACH Network Rules at Nacha, leading and participating in working groups in the payments industry, collaborating with participants on changes to operating Rules and educational activities. Amy has over 25 years of experience, previously working at Navy Federal Credit Union, FIS, and Visa.

501-ACH Payments Aren’t Going Anywhere
4/25/24, 11:30-12:30
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Stacy Nascimento, Webster Bank
Stacy Nascimento, AAP is Director, Commercial Payments Product Management at Webster Bank. She drives the vision, strategy, and positioning for electronic payments, primarily for ACH. She serves on the Payments Innovation Alliance Risk, Security, Regulatory Advisory Committee. She is chairperson for the AAP Blue Ribbon Panel. Most recently, she was selected as one of Nacha’s 15 under 40 in the payments industry.

501-ACH Payments Aren’t Going Anywhere
4/25/24, 11:30-12:30
Namee Oberst, AI Bloks
Namee Oberst is the Founder of AI Bloks, makers of LLMWare, an innovative AI framework and small specialized models revolu3btionizing the landscape of LLM-based application development in financial services and legal industries. Namee began her career as a Corporate Attorney at Latham & Watkins in Silicon Valley with deep expertise in Corporate Finance and M&A, and also served as Assistant General Counsel at a leading public insurance brokerage firm. Combining her extensive experience in legal and finance industry with a passion for AI, Namee developed with her team an integrated framework that simplifies enterprise-grade AI adoption through open-source models and platforms.

303-Generative AI for Financial Services
4/25/24, 11:30-12:20
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.

204-Unclaimed Property Compliance – Ways to Manage the inevitable
4/26/24, 2:30-3:30
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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.

707-How to Set Realistic Expectations for New Treasury Technology Projects
4/26/24, 10:30-11:30
John Paris, CTP, Gilbane Building Co
John currently reports to the CFO of Gilbane Building Co and manages the Treasury and Accounts Receivable function for the company.  He has held positions at other publicly traded companies where he also reported to the CFO for the management of Treasury, Accounts Receivable and Accounts Payable.  He is currently a board member of NEAFP and is the Treasurer, he also was the Chairman of two National AFP conference Task Forces.

205-Strategies to Managing Liquidity and Investments in Today’s Environment
4/25/24, 11:30-12:30
Robert Peters, TD Bank
Robert (Bobby) Peters, VP, Commercial Payments Product Manager at TD Bank. In addition to product management, Bobby has experience as a Teller and Portfolio Reporting Analyst at TD.  He also spent time as a Ghostwriter and a Lead Teaching Assistant at his alma mater and possesses a robust skill set that includes client relations, risk management and workflow automation.  Bobby holds a bachelor’s degree in Finance and German from the University of Pittsburgh.  He is an avid traveler who loves to discover new cultures and enjoy their local cuisine.

602-What Spider-Man Can Teach Banks About Protecting Our Customers
4/25/24, 2:15-3:15
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Jeremy Reedus, Air Liquide
Jeremy is an international finance professional who has helped organizations realize the Treasury department is an overlooked critical strategic partner that is able to enhance the financial awareness of the entire enterprise. 
Jeremy has years of experience in establishing scalable extensive structures that are global and transparent in nature. He has a track record of marked increases in efficiency, effectiveness, and internal collaboration throughout his career. He increased his global network immensely as he worked on some of the largest financial projects in the world while abroad in the Middle East prior to the pandemic. 
In his role as Director of Treasury and Corporate Finance for the Americas at Air Liquide, he is responsible for standardizing Treasury through the Western Hemisphere and drive/support initiatives to continue optimizing banking infrastructure and cash management processes.

702-Will Your Bank Swipe Right?
4/25/24, 2:15-3:15
Rob Richards, GPS Capital Markets, Inc.
Rob specializes in establishing hedging strategies and implementing risk management solutions for corporate foreign exchange exposures. Prior to working at GPS Capital Markets, Inc. Rob spent the past seven years with FiREapps, a Scottsdale, Arizona-based software company that specializes in currency exposure analytics and FX management. After working for three years as business development manager, he was then in the company’s sales and account executive role for nearly four years, covering a variety of prospects and clients across many major U.S. cities and markets.

603-Intercompany Netting: Optimize Cash Flow, Streamline Settlements, and Reduce Costs
4/26/24, 1:15-2:15
Claire Robinson, FISPAN
Claire Robinson is the Vice President of Product at FISPAN, overseeing the entire product lifecycle from client-driven exploration to successful implementation. With her extensive background in managing relationships with banks, Claire has acquired invaluable expertise in delivering embedded banking solutions. Leveraging this experience, she now leads the Product team in developing innovative solutions that effectively address the needs of banks and their corporate clients while driving tangible value.
Beyond her professional endeavors, Claire nurtures a deep passion for long-distance triathlons, which serve as a wellspring of inspiration for her product development and creative problem-solving.

709-Embedded Banking: How to Eliminate Swivel Chair Accounting
4/26/24, 2:30-3:30
Seth Roman, Longfellow Investment Management Co., LLC
Mr. Roman serves as a member of the portfolio management team and the strategy group focused primarily on shorter and intermediate fixed income strategies. Seth brings over 20 years of industry experience to LIM. Prior to joining LIM in 2021, he served as vice president and portfolio manager on the fixed income team at Amundi US, Inc. He was responsible for managing approximately $9.5 bn in short duration assets and was part of the team with oversight in managing over $50 bn of multi-sector fixed income, opportunistic core, high yield, short duration, investment grade, and securitized assets. Previously, Seth was a fixed income trader at Fidelity and has held various positions in the industry. Seth earned a Bachelor of Science in French from Georgetown University and a Master of Science in Finance from Boston College. He is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston.

104-Investing Short-term Funds for the Long-term in Today’s Interest Rate Environment
4/25/24, 2:15-3:15
Stacy Rosenthal, PayPal
Stacy Rosenthal, Sr, Director, Merchant & Payments PMO at PayPal.  Stacy has extensive payments experience and a successful track record in strategy, partnerships, transformation, and commercialization in financial services and technology. Before joining PayPal, she held senior positions at various consulting firms and financial institutions including SWIFT, Santander, Accenture, and Bank of America, to name a few.  Stacy is a recognized executive leader known for her thought leadership, innovation, and client-centricity. She also recently joined the NEACH Payments Group (NPG) as a Board Member for the second time in her career.

301-Fintechs and Banks: A New Wave of Collaboration as a Win-Win for Customers
4/25/24, 9:00-10:00
Rakesh Sahay, SimpliCapital
Rakesh Sahay is the co-founder of SimpliCapital, a FinTech specializing in an AI-powered Cash Management SaaS product. In his role, Rakesh spearheads the R&D of advanced AI models for financial operations. With over 25 years of experience, Rakesh has held pivotal positions at Fortune 500 entities such as Citizens Bank (former Head of Strategy and Innovation), GE Capital (ex-Chief Marketing Officer), FedEx, and Toyota. Rakesh holds Masters in Industrial Engineering, and owns a patent in AI systems.

708-Unlocking Financial Agility: The AI Revolution in Cash Management for Certainty, Speed, and Resilience
4/26/24, 9:15-10:15
Henley Smith, StoneCastle Cash Management
Henley Smith is Senior Vice President and Senior Relationship Manager at StoneCastle Cash Management, LLC. Henley joined StoneCastle in 2015 and is responsible for direct interface with the firm’s Institutional, Municipal and HNW clients who participate in StoneCastle’s cash management strategies. Prior to joining StoneCastle, he served as Chief Investment Officer for Gabelli Fixed Income LLC and also as CIO for Commonwealth Asset Management, which was established as a “next-gen” consortium of the Gabelli Family Office. A frequent contributor to Bloomberg TV, radio and print media and a speaker at various industry seminars, Henley leads the firm’s efforts to manage and communicate overall market and sector strategy directly with StoneCastle’s existing client base. He has been an advocate for conservative investors and savers throughout his career. He began his career with Bankers Trust Company and also worked at Manufacturers Hanover Investment Corp., managing ERISA, Taft-Harley and various other taxable fixed income portfolios and short-duration strategies. He graduated from St. Lawrence University with a BS in Economics.

103-Diversify and Conquer: A Treasurer’s Path to Safety Without Sacrifice
4/25/24, 11:30-12:30
Jason Stambaugh, DTS Connex

506-How to Deploy “Choose Your Own Adventure” Smart Safe Program
4/26/24, 3:45-4:45
Darlene Stickney, Osterman & Company, Inc.
Darlene Stickney, CPA, Controller of Osterman & Company, Inc. for the last 23 years.  Prior to that she worked for Deloitte & Touche, Unilver, and Yankee Gas Company.  Osterman is a leading international broker and distributor of plastic raw materials.  The product is a commodity and subject to large market swings.  Darlene is responsible for all general accounting functions, AP, Payroll & Benefits, financial reporting, cash application and treasury.  Darlene graduated from the University of Connecticut.

503-Using the Precision of Real-time Payments for B2B Transactions
4/26/24, 10:30-11:30
Juan Saudino, HighRadius
Juan has been with HighRadius for more than 3 years. In his various roles, Juan has experience and expertise in team management, partner success, implementing major treasury projects, and focusing on process re-engineering. At HighRadius, Juan aims to develop a world-class Treasury Professional team that delivers high-quality projects, minimizing the time to value for customers.

705-AI-Powered Treasury Management: Redefining the Path to Efficiency and Growth
4/26/24, 2:30-3:30
Kim Swart, Santander Bank
As a long-serving member of the financial institution world, Kim’s more recent roles have been focused in U.S. channel product management, including ERP integration to facilitate financial activities.  Over her career, she has held a variety of positions in international platform and product management, Trade Service sales, and operations management.  Kim is a committed, knowledgeable, and inquisitive senior product manager who challenges the status-quo to deliver strategic solutions that achieve results.
She volunteers her time as a Board Member and Treasurer of her local, Covenant Soup Kitchen and is the ongoing chair of the local high school’s Project Graduation effort. She lives in Connecticut, and keeps busy with her husband, their 17-year-old son, two dogs and two cats.

709-Embedded Banking: How to Eliminate Swivel Chair Accounting
4/26/24, 2:30-3:30
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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.

603-Intercompany Netting: Optimize Cash Flow, Streamline Settlements, and Reduce Costs
4/26/24, 1:15-2:15
Blake Treves, State Street
Blake Treves is a Managing Director and Head of GlobalLink Digital Product at State Street. He has over 10 years of experience, and is a proven innovator across multi-asset electronic trading, data, interoperability and product strategy focusing on the cash and payments space.

706-Treasury in a Box
4/26/24, 3:45-4:45
Julie Trainor, Trainor Consulting
Julie Trainor is a technology executive and operations leader with a remarkable track record of driving strategic initiatives and operational excellence across a diverse range of industries.  With over two decades of experience, Julie’s career has spanned prestigious technology organizations such as Verizon, Dell EMC, HERE Technologies, Single Digits, Veracross and OpenText.  Julie is currently an independent consultant working with technology companies on strategic and transformational initiatives on their path to growth.
Julie holds a Master of Science in Management from Lesley University and a Bachelor of Science in Mechanical Engineering from Lafayette College.  Julie is an active member of The Boston Club, where she served on the Board of Directors from 2017 to 2022.  Julie is a passionate supporter of women in STEM and mentors many women at all stages of their careers.

303-Generative AI for Financial Services
4/25/24, 11:30-12:20
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Denise
Denise Velasquez is a payments executive with 20 years of experience in prepaid and gift cards. Denise joined InComm in 2005 and has served the company in many capacities since then, including product, sales and business development. She has brought together prepaid programs for companies of all sizes from large Fortune 500 companies to companies just getting started. With a passion for being inquisitive, she turns cartwheels into her office every day looking forward to conversations about business needs and how to use prepaid to monetize programs. Prior to working at InComm, Ms. Velasquez worked with Expedia and CenturyLink.

304-Gift Cards 101: Understanding How to Use Gift Cards in Your Business
4/26/24, 1:15
Joe Voica, U.S. Bank
Joe Voica leads a global business and strategy team at US Bank that helps customers leverage embedded payment solutions, the bank’s money movement capabilities to streamline and digitize payment processes and the Banks For Benefit Of (FBO) solution. As Senior Vice President, Joe has more than 20 years of Fintech, banking, Card and financial services experience that includes roles as President, Chief Revenue Officer, EVP of Business Development and sales. He holds a Bachelor of Science degree and an MBA from the University of Wisconsin.

703-A shift to defense mode: Changing priorities in treasury
4/26/24, 9:15-10:15
Larry Walsh, Goldman Sachs
Larry is a Vice President on the Global Liquidity Solution’s team at GSAM. He primarily covers corporates, endowments and foundations in the Northeast and Eastern Canada. He works closely with corporate cash investors, helping them optimize their operating cash, craft global investment policy statements, and construct high-quality liquidity solutions that fits their needs. Larry joined Goldman in 2009. Prior to GS, Larry spent eight years running the New England Fixed Income sales division for American Beacon Advisors. He was also part of General Electric Capital Corporation’s Treasury and Capital Market’s team where he helped price and place GE’s commercial paper and medium-term note programs.He is a graduate of Columbia University with a Bachelor of Arts degree.

101-Managing Cash at Peak of the Mount Rates
4/25/24, 9:00-10:00
Nick Zarras, MarketAxess
Nick is a Senior Treasury Associate at MarketAxess and leads the global corporate treasury function. Nick oversees the company’s capital and liquidity management, including daily operations and long-term capital planning. Prior to joining the treasury team, Nick held various roles on the FP&A team where he worked on financial reporting, forecasting, and budgeting. Nick grew up in New Jersey and currently lives in New York City. Despite living in the city, he loves the outdoors and tries to head north to ski as often as possible.

201-Beyond Crisis Management: How to Drive Growth in a High Interest Rate Environment
4/26/24, 1:15-2:15
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