Keynote Speakers
Monday, May 8, 1:00 pm
Tim White, Author, Investigative Reporter and Managing Editor, WPRI
Target 12 investigative reporter and managing editor Tim White joined the 12 News team in September 2006. He is the recipient of five New England Emmy Awards for investigative reporting. He was honored for a 2010 series of stories probing government waste in Rhode Island. He won his second Emmy for 2012 coverage of Providence’s troubled pension system. A 2014 probe into a lack of accountability at a local fire district led to his third Emmy honor. A 2016 investigation that raised questions as to where a powerful state representative actually lived resulted in a criminal conviction of the politician, and a 2021 Emmy for an investigation into the Fall River police department that resulted in the head of the agency stepping down.
Tim is also the recipient of four regional Edward R. Murrow Awards, including for investigative reporting in 2021 for a report that exposed rampant fraud in the government’s SBA loan program that was meant to help small businesses during the COVID-19 pandemic, and his documentary “The Mafia Tapes,” on the 30th anniversary of an infamous 1989 mob induction ceremony, was the recipient of two Regional 2020 Edward R. Murrow Awards. He was also the recipient of the 2015 award for investigative reporting.
Tim is a co-author of “The Last Good Heist,” the untold story of a daring heist on a secret bank of safe deposit boxes used by members of the New England mob and their associates. A half-hour documentary on the Bonded Vault heist was also nominated for an Emmy.
Tim serves on the board of directors for the New England First Amendment Coalition, a Boston-based group that aims to defend, promote and expand public access to government and the work it does.
Born in Newport, Tim graduated from the University of Massachusetts Amherst with a degree in communications and a graduate of Roger Williams University School of Law where he earned a master’s degree in 2022, graduating Summa Cum Laude. He and his wife live in Rhode Island with their two children. No stranger to the field of journalism, Tim is the son of the late Jack White, the Pulitzer Prize-winning investigative reporter.
Tim is also the recipient of four regional Edward R. Murrow Awards, including for investigative reporting in 2021 for a report that exposed rampant fraud in the government’s SBA loan program that was meant to help small businesses during the COVID-19 pandemic, and his documentary “The Mafia Tapes,” on the 30th anniversary of an infamous 1989 mob induction ceremony, was the recipient of two Regional 2020 Edward R. Murrow Awards. He was also the recipient of the 2015 award for investigative reporting.
Tim is a co-author of “The Last Good Heist,” the untold story of a daring heist on a secret bank of safe deposit boxes used by members of the New England mob and their associates. A half-hour documentary on the Bonded Vault heist was also nominated for an Emmy.
Tim serves on the board of directors for the New England First Amendment Coalition, a Boston-based group that aims to defend, promote and expand public access to government and the work it does.
Born in Newport, Tim graduated from the University of Massachusetts Amherst with a degree in communications and a graduate of Roger Williams University School of Law where he earned a master’s degree in 2022, graduating Summa Cum Laude. He and his wife live in Rhode Island with their two children. No stranger to the field of journalism, Tim is the son of the late Jack White, the Pulitzer Prize-winning investigative reporter.
Tuesday, May 9, 12:00 pm
Elizabeth Tanner, Esq., Rhode Island Secretary of Commerce
Elizabeth Tanner was appointed Rhode Island Secretary of Commerce in June 2022, under Governor Daniel McKee. In her role, Secretary Tanner administers the Executive Office of Commerce, the state agency charged with promoting commerce and fostering an economic environment in which Rhode Island’s businesses can grow and prosper. To accomplish this goal, Secretary Tanner oversees multiple state departments, divisions, and quasi-governmental agencies.
Among those, the Rhode Island Commerce Corporation, a quasi-state agency which collaborates with public, private, and nonprofit partners to offer assistance to businesses through consulting, access to funding, and reduction of red tape.
From November 2017, and until her appointment as Secretary of Commerce, Liz served as Director of the Department of Business Regulation, under Governor Gina Raimondo. She oversaw the regulating and enforcement of all Financial Services, the Office of the State Fire Marshal (including the RI Bomb Squad), the State Building Office, the Office of Cannabis Regulation, Gaming and Athletics and a wide variety of professional licenses. She served as a board member to Rhode Island Housing and is believed to have been the only female Boxing
Commissioner in the United States.
Known as a problem solver and a fierce advocate for governmental efficiency, Liz is well- recognized for her efforts to make it easier to do business in Rhode Island.
Liz began her career in government in 2015, serving as the Rhode Island Commerce Corporation’s Executive Vice President of Client Services. In that position, she worked closely with small businesses and was known for listening to, and working to resolve, the concerns raised by businesses, at the hundreds of events and meetings she attended or hosted.
A graduate of the University of Rhode Island and Western New England University Law School, Liz has also received training from Harvard University’s Kennedy School of Government.
Among those, the Rhode Island Commerce Corporation, a quasi-state agency which collaborates with public, private, and nonprofit partners to offer assistance to businesses through consulting, access to funding, and reduction of red tape.
From November 2017, and until her appointment as Secretary of Commerce, Liz served as Director of the Department of Business Regulation, under Governor Gina Raimondo. She oversaw the regulating and enforcement of all Financial Services, the Office of the State Fire Marshal (including the RI Bomb Squad), the State Building Office, the Office of Cannabis Regulation, Gaming and Athletics and a wide variety of professional licenses. She served as a board member to Rhode Island Housing and is believed to have been the only female Boxing
Commissioner in the United States.
Known as a problem solver and a fierce advocate for governmental efficiency, Liz is well- recognized for her efforts to make it easier to do business in Rhode Island.
Liz began her career in government in 2015, serving as the Rhode Island Commerce Corporation’s Executive Vice President of Client Services. In that position, she worked closely with small businesses and was known for listening to, and working to resolve, the concerns raised by businesses, at the hundreds of events and meetings she attended or hosted.
A graduate of the University of Rhode Island and Western New England University Law School, Liz has also received training from Harvard University’s Kennedy School of Government.
Session Speakers
ARobert Altman, Santander Bank, N.A.

201-Working Capital as a Tool
5/8/23, 10:15-11:15
David Azzolina, Textron Inc.
102-The Evolution of Corporate Liquidity Investing: Navigating the Choppy Economic Waters
5/8/23, 9:00-10:00
Kat Battle, Bank of America

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

702-Blockchains, DAOs, NFTs and Cryptocurrencies – Why Should I Care?
5/8/23, 11:30-12:30
Michael Bosacco, Bank of America

605-On Time Treasury: Do you need it and are you ready?
5/8/23, 2:15-3:15
Wes Campbell, Bank of America

505-Supercharge Acceptance in your Virtual Card Program
5/9/23, 2:30-3:30
Sean Carter AAP, NEACH

504-Are you and your clients managing payment exceptions efficiently?
5/9/23, 1:15-2:15
Eduard Casajuana, Santander Bank

403-International Treasury Management in Latin America
5/9/23, 1:15-2:15
Carlos Conde, Elire, Inc.

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

506-B2C Payment Choice
5/9/23, 10:30-11:30
Craig Ferrero, J.P. Morgan

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

303-From APIs to robotics – how new technologies are transforming payments
5/9/23, 10:30-11:30
Amy Gindel, Boston Properties

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 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
Michael Herd, NACHA
Michael Herd is NACHA’s Senior Vice President for ACH Network Administration. He is responsible for the NACHA Operating Rules, ACH risk management policies and services, and Rules enforcement.502-The Transformation of B2B Payments
502-The Transformation of B2B Payments
5/9/23, 9:15-10:15
Andy Hurt, U.S. Bank

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 Jiwani, AscendantFX
801-Women in Leadership
5/9/23, 8:10-9:00
Matt Jones, Western Asset

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
Amy Leslie AAP, Wells Fargo
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
502-The Transformation of B2B Payments
5/9/23, 9:15-10:15
Greg Leven, Flywire
Tammi LoGrasso, J.P. Morgan

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 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
David J. Martens, Boston College
Mr. Martens oversees a team of investment professionals that monitors and administers the University’s $4 billion endowment portfolio. His primary responsibilities include quantitative and qualitative analyses of investment managers across a broad range of asset classes, risk and liquidity management, and investment operations.
He serves as Vice Chair of the Board and Chair of the Finance and Investment Committees at the Baker Center for Children and Families, a nationally recognized Harvard Medical School affiliate that is the oldest children’s mental health organization in New England. Mr. Martens also serves on numerous independent investment advisory committees.
Prior to joining Boston College in 2003, Mr. Martens was an investment banking analyst at Deutsche Bank. Mr. Martens holds a Masters of Business Administration, Masters of Science in Finance and an undergraduate degree, summa cum laude, from Boston College, where he teaches a graduate level investment management course. He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Mr. Martens is also active within his community, coaching a variety of youth sports teams over the years and serving as a member of his town’s youth basketball board
106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk
He serves as Vice Chair of the Board and Chair of the Finance and Investment Committees at the Baker Center for Children and Families, a nationally recognized Harvard Medical School affiliate that is the oldest children’s mental health organization in New England. Mr. Martens also serves on numerous independent investment advisory committees.
Prior to joining Boston College in 2003, Mr. Martens was an investment banking analyst at Deutsche Bank. Mr. Martens holds a Masters of Business Administration, Masters of Science in Finance and an undergraduate degree, summa cum laude, from Boston College, where he teaches a graduate level investment management course. He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Mr. Martens is also active within his community, coaching a variety of youth sports teams over the years and serving as a member of his town’s youth basketball board
106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk
5/9/23, 3:45-4:45
Ben Myers, BPX

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
Patrick O'Callaghan, Goldman Sachs
Pat is the Global Head of Client Portfolio Management and Product Strategy with the Liquidity Solutions team. He and his team work with GSAM’s third party, institutional and private wealth management teams and their clients, across the globe to assist them with their liquidity management needs. In addition, Pat and his team work internally with GSAM’s distribution and portfolio management teams to develop content, product, and liquidity specific analysis across the front-end platform as the monetary policy and regulatory environments continue to evolve.102-The Evolution of Corporate Liquidity Investing: Navigating the Choppy Economic Waters
102-The Evolution of Corporate Liquidity Investing: Navigating the Choppy Economic Waters
5/8/23, 9:00-10:00
Tracy Olsen, MarketSphere Unclaimed Property Specialists

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.
401-Best Practices for Global Bank Connectivity & Cross-Border Payments in 2023
5/8/23, 10:15-11:15
Eric Pawloski, Mastercard

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

304-What Does Cashless Look Like for Me?
5/8/23, 2:15-3:15
Chris Ramsay, J.P. Morgan

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
Dave Sackett, AIOne

703-Preparing for a Cyber Attack
5/9/23, 9:15-10:15
Jeffrey Scribner, State Street Global Advisors

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

606-Optimizing Operating Cash Balances Beyond The Big Three
5/9/23, 9:15-10:15
Aneri Shah, Wells Fargo Bank, N.A.

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

106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk
5/9/23, 3:45-4:45
Bob Stark, Kyriba

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

503-Hi AP! It’s Time to Transform Your Supplier Relationships!
5/8/23, 11:30-12:30
Tyler Thurgood, GPS Capital Markets, Inc.

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
Kevin Vieira, AAA New England