Keynote Speakers
Monday, May 8, 1:00 pm
Dr. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.
Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.
Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.
David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.
Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.
Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.
David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.
Wednesday, May 4, 1:00 pm
Gerald Chertavian
Founder & CEO, Year Up
Gerald Chertavian is dedicated to closing the Opportunity Divide that exists in our nation. Determined to make this vision a reality, Gerald combined his entrepreneurial skills and his passion for working with young adults to found Year Up in 2000. With its annual operating budget in excess of $170M, Year Up is one of the fastest growing non-profits in the nation. It has been recognized by Fast Company and The Monitor Group as one of the top 25 organizations using business excellence to engineer social change. Year Up has also been recognized consistently as one of the nation’s top 50 non-profits to work for by the Non-Profit Times.
Gerald has been committed to working with under-served young adults for more than three decades. He has actively participated in the Big Brother mentoring program since 1985 and was recognized as one of New York’s outstanding Big Brothers in 1989. In 2006, Gerald was elected as a Fellow with the Ashoka Global Fellowship of social entrepreneurs, and in 2008, he was appointed by then-Governor of Massachusetts Deval Patrick to serve on the Massachusetts State Board of Elementary and Secondary Education. In 2013, he was appointed by Governor Patrick to serve as Chairman of the Roxbury Community College Board of Trustees and reappointed to that role by Massachusetts Governor Charlie Baker in 2016.
Gerald began his career on Wall Street as an officer of the Chemical Banking Corporation. Following graduate school, he co-founded Conduit Communications and fostered its growth to more than $20M in annual revenues. From 1993 to 1998, Conduit ranked as one of the United Kingdom’s fastest growing companies. Following the sale of Conduit to i-Cube in 1999, Gerald turned his full attention to creating opportunities for others.
Gerald earned a B.A. in Economics, Phi Beta Kappa, summa cum laude, from Bowdoin College and in 2017 he was awarded the Bowdoin Common Good Award. He received his M.B.A., with honors, from Harvard Business School and in 2014 received the Distinguished Alumni Award. He has received honorary doctorates from the Massachusetts School of Professional Psychology and Mount Ida College. He serves on the Board of Advisors for the Harvard Business School’s Social Enterprise Initiative and is a former member of the World Economic Forum’s Youth Unemployment Council. Gerald is also an Emeritus Trustee of Bowdoin College and the Boston Foundation. His 2012 book, A Year Up, is a New York Times best seller.
Gerald has been committed to working with under-served young adults for more than three decades. He has actively participated in the Big Brother mentoring program since 1985 and was recognized as one of New York’s outstanding Big Brothers in 1989. In 2006, Gerald was elected as a Fellow with the Ashoka Global Fellowship of social entrepreneurs, and in 2008, he was appointed by then-Governor of Massachusetts Deval Patrick to serve on the Massachusetts State Board of Elementary and Secondary Education. In 2013, he was appointed by Governor Patrick to serve as Chairman of the Roxbury Community College Board of Trustees and reappointed to that role by Massachusetts Governor Charlie Baker in 2016.
Gerald began his career on Wall Street as an officer of the Chemical Banking Corporation. Following graduate school, he co-founded Conduit Communications and fostered its growth to more than $20M in annual revenues. From 1993 to 1998, Conduit ranked as one of the United Kingdom’s fastest growing companies. Following the sale of Conduit to i-Cube in 1999, Gerald turned his full attention to creating opportunities for others.
Gerald earned a B.A. in Economics, Phi Beta Kappa, summa cum laude, from Bowdoin College and in 2017 he was awarded the Bowdoin Common Good Award. He received his M.B.A., with honors, from Harvard Business School and in 2014 received the Distinguished Alumni Award. He has received honorary doctorates from the Massachusetts School of Professional Psychology and Mount Ida College. He serves on the Board of Advisors for the Harvard Business School’s Social Enterprise Initiative and is a former member of the World Economic Forum’s Youth Unemployment Council. Gerald is also an Emeritus Trustee of Bowdoin College and the Boston Foundation. His 2012 book, A Year Up, is a New York Times best seller.
Session Speakers
A B CErika Bauman, Aite-Novartis

Ms. Baumann has presented her research at various conferences, including NACHA Payments, AFP, and several technology vendor user conferences across the globe. She has been quoted in various media outlets, including The Harvard Business Review, American Banker, Treasury & Risk, iTreasurer, PYMNTS.com, Banking Exchange, Payments Source, and The Paypers.
701-How Automation has Changed the AP World
Wednesday, May 4, 10:30-11:30
Spoiler title

Heather has significant experience in providing effective and efficient IT solutions to enhance control environments without interrupting business operations. She has assisted companies in the area of security for multiple types of organizations including, automotive, manufacturing, defense, data centers, financial institutions, REITs, software, professional services along with others. Heather works with her clients to develop solutions that fit their needs and assists them to ensure their assets are protected. Assessing risk and risk tolerance are her greatest areas of expertise in navigating regulations and security threats.
201- Digital Risk Evolution
Tuesday, May 3, 10:30-11:30
Jordan Bentley, Worldpay
Jason Blumstein, Actualize Consulting

801-Catch Them If You Can – What Can The Treasurer Do To Prevent Payment Fraud
Wednesday, May 4, 11:45-12:45
Bob Brutti, FIS Global

1001-What’s fresh in today’s payments environment?
Wednesday, May 4, 3:30-4:30
Brian Buck, Morgan Stanley Investment Management
702-Cash Investment Themes in Uncertain Times
Wednesday, May 4, 10:30-11:30
Jamie Cortas, Dell
Jamie Cortas, Director, Global Investment Management joined Dell from EMC in September of 2016. Previously she was a Director, Worldwide Investment Portfolio Strategies at EMC having joined EMC’s Treasury department in January 2001. At EMC she was responsible for managing investments for the company’s balance sheet cash; approximately $4 billion fixed income portfolio. In addition to 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.702-Cash Investment Themes in Uncertain Times
702-Cash Investment Themes in Uncertain Times
Wednesday, May 4, 10:30-11:30
D
Glenn A. Davis, PNC Bank

103-Powering New Experiences with APIs
Tuesday, May 3, 9:15-10:15
Denise DeRoss, Equity Lifestyle Properties

Denise DeRoss has been with ELS for 27 years. Her background is in accounting and financial planning. She has spent the last 5 years focused on how the company can use technology to improve processes, gain efficiency, improve job satisfaction, and improve customer experience.
401-Strategies to leverage new payment channels to optimize your payments
Tuesday, May 3, 2:15-3:15
Jeff Diorio, PMC Treasury

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.
101-Blueprinting a State-of-the-Art Treasury
Tuesday, May 3, 9:15-10:15
Matanda Doss, J.P. Morgan
Matanda Doss is an Information Security Manager for the J.P. Morgan Chase, Commercial Banking Cybersecurity & Technology Controls organization and has 25 years of technology experience. He oversees internal cybersecurity, risk and controls and assists business leaders with their cybersecurity initiatives. He previously developed a payment processing solution for the U.S. Dept. of Defense Armed Forces Exchange and held leadership roles with 5th Dimension Logistics, JDA Software and Global Health Experts. He holds a B.S. Degree in Computer Science from Southern Utah University.603-Cybersecurity: Getting it Right (Now)
603-Cybersecurity: Getting it Right (Now)
Wednesday, May 4, 9:15-10:15
Nancy Duarte, FIS Global

1001-What’s fresh in today’s payments environment?
Wednesday, May 4, 3:30-4:30
Vicente Ferrer, Santander Bank

703-Challenges and Solutions in International Treasury Management
Wednesday, May 4, 10:30-11:30
Joseph Flaherty, U.S. Bank

In 2015, Joe joined U.S. Bank in a consultative role collaborating with sales, marketing, product, and external integration partners to enhance the bank’s virtual payment capabilities and go-to-market strategy. He has spoken at several events on the bank’s core solutions, market positioning and payments strategies. Before he was a working capital consultant, Joe was in business development, where he focused on providing U.S. Bank corporate payments solutions to our large market technology, media, and telecom partners.
Earlier in his career, Joe worked for a U.S. fintech company in Melbourne, Australia, where he was a liaison between the product, marketing, and U.S. headquarters to ensure stability and transparency during the strategic rollout of a virtual payment solution in the Asia Pacific region.
Joe holds a bachelor’s degree in business administration with a concentration in finance from Saint Michael’s College in Colchester, Vermont.
301-Building Digital Bridges to Payables Optimization
Tuesday, May 3, 11:45-12:45
Janet Frick, The Boston Consulting Group
Janet has over 25 years’ experience in finance and treasury having worked extensively in capital structure planning, financial risk management, working capital optimization and global liquidity management. 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-Global challenges for the Treasurer in today’s markets
203-Global challenges for the Treasurer in today’s markets
Tuesday, May 3, 10:30-11:30
Will Goldthwait, State Street Global Advisors
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.
902-The Treasurer’s 2022 Survival Guide
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.
902-The Treasurer’s 2022 Survival Guide
Wednesday, May 4, 2:15-3:15
Robert Graham, Ascendant

Prior to joining Ascendant, Rob was the Director of Product at FIS within the Commercial Digital Payments division. His responsibilities included driving product line strategy, client satisfaction, sales success, and change management.
601-AP Automation and ERP Integration – Automating the payment processes through integration
Wednesday, May 4, 9:15-10:15
Anthony Guide CTP, PNC Bank

903-Disrupting Supply Chain Disruption: Tackling International Trade and Mitigating Risk
Wednesday, May 4, 2:15-3:15
David Guzman, J.P. Morgan
David has over 30 years of financial services experience and has worked at First Chicago, Bank of Boston, Bank of New York, HSBC, Citi and JPMorgan. In his role as an International Treasury Specialist, David works with his customers by listening and learning about their global treasury services and needs. David socializes with these needs with a team of specialists around the global to provide his clients with local, regional and global best practices and solutions for his clients.203-Global challenges for the Treasurer in today’s markets
203-Global challenges for the Treasurer in today’s markets
Tuesday, May 3, 10:30-11:30
Nina Hanselmann, U.S. Bank

Based in Milwaukee, Nina brings 25 years of treasury management expertise and holds a Bachelor of Business Administration from the University of Notre Dame.
301-Building Digital Bridges to Payables Optimization
Tuesday, May 3, 11:45-12:45
401-Strategies to leverage new payment channels to optimize your payments
Tuesday, May 3, 2:15-3:15
Robert Johnston, Santander Bank

501-Simplify and Streamline Receivables Management
Tuesday, May 3, 3:30-4:30
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.
302-Managing Through Change: investing domestic and international liquidity through evolving markets and regulation
Tuesday, May 3, 11:45-12:45
Steve Kraus, Citibank TTS

Steve is a CTP from 2006 to the present. Steve holds an MBA from Fordham University Gabelli School of Business and a BS from Quinnipiac University.
502-Up, Up and Away We Go!
Tuesday, May 3, 3:30-4:30
Barbara Landolt, CSAA Insurance Group

Barbara is a Certified Treasury Professional with the Association of Financial Professionals and holds a B.S. degree in Managerial Economics from the University of California, Davis.
201-Leveraging a Brave New World of B2C Payments to Enhance the Customer Experience
Wednesday, May 4, 11:45-12:45
Marci Lerner CTP, Hologic, Inc.

Previously, Marci was VP, Treasury at BJ’s Wholesale Club where she led this $12 billion private equity owned company through several re-financings, sale-leasebacks and dividend recapitalizations. She was also VP, Assistant Treasurer at Staples. She led teams in the US and Belgium in global cash management operations and corporate finance for this $25 billion global Fortune 100 company. Marci formulated and executed a $4 billion M&A financing plan in a tumultuous credit market in 2008. At Staples, Marci also held the positions of VP, Financial Planning and Analysis and Director of Financial Systems.
Prior to joining Staples, Marci worked for Schick/Pfizer and Digital Equipment Corporation in various finance, accounting and financial systems roles. Marci is a Certified Treasury Professional (CTP) with an MBA in Accounting and a BS in Finance and Information Systems from Babson College.
101-Blueprinting a State-of-the-Art Treasury
Tuesday, May 3, 9:15-10:15
Greg Litster, SafeChecks

403-BEC, VEC, Check…What the Heck??
Tuesday, May 3, 2:15-3:15
Tammi LoGrasso, J.P. Morgan

Tammi earned her Associate in Business Administration and Applied Science at New England College of Finance in Boston.
203-Global challenges for the Treasurer in today’s markets
Tuesday, May 3, 10:30-11:30
Jim Maimone CTP, Citizens Bank, N.A.

701-How Automation has Changed the AP World
Wednesday, May 4, 10:30-11:30
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.
Lynne’s most recent speaking engagements include:
*Women in Housing and Finance, DC conference on Payment Innovation,
*2018 Oxford University Global Symposium, UK on Navigating Financial Change
*Third Annual Global Back Office & Operational Efficiency Summit, Spain focused on blockchain for operational efficiency
*The Boston Club in collaboration with Merrill Lynch and BNYMellon’s WIN program on Blockchain
*Association of Financial Professionals (AFP) national and regional programs (NYC, NC, MidAtlantic, Texas, Midwest, Boston) on Blockchain
503-The New World of Blockchain/Digital Assets/Cryptocurrency
Tuesday, May 3, 3:30-4:30
Matthew McCallister, Brookfield Properties

Matt’s educational background includes a BSBA from San Diego State University, a dual Master’s from Carnegie Mellon University in financial management and economic development, and a Master’s in accounting from the University of Phoenix. Matt is a member of Delta Mu Delta Honor Society, Alpha Kappa Psi Business Fraternity, and is a former HUD fellow.
Matt’s personal interests include home remodeling, genealogy, and traveling with his family.
301-Building Digital Bridges to Payables Optimization
Tuesday, May 3, 11:45-12:45
Scott McGrath, Bank of America

Scott lives in the Northeast with his family and holds an M.B.A. from Fordham University and B.S. in Finance from The Ohio State University.
201-Leveraging a Brave New World of B2C Payments to Enhance the Customer Experience
Wednesday, May 4, 11:45-12:45
Kevin McKeever CTP, HSBC BANK USA

303-An Overview of the Asian payments landscape
Tuesday, May 3, 11:45-12:45
Michelle Pasquerillo, Bottomline
Michelle Pasquerillo is the VP, Head of Bank Channel Strategy and Success at Bottomline. In her role, Michelle partners with financial institutions to provide their clients with a suite of payables solutions which assist organizations with achieving their automation and financial goals, while reducing fraud exposure. Paymode-X, is an AP Automation platform that helps finance departments accelerate payment automation to maximize efficiencies, security and rebates by leveraging a 475,000-member network of businesses accepting electronic payments. Bottomline helps make complex business payments simple, smart and secure. Corporations and banks rely on Bottomline for domestic and international payments, efficient cash management, automated workflows for payment processing and bill review, and state of the art fraud detection, behavioral analytics and regulatory compliance solutions.701-How Automation has Changed the AP World
701-How Automation has Changed the AP World
Wednesday, May 4, 10:30-11:30
Darren Ricci, Wells Fargo

1002-ERP Readiness
Wednesday, May 4, 3:30-4:30/su_spoiler]
Seth Roman, Longfellow Investment Management Co., LLC

102-Managing Fixed Income in a Rising Interest Rate Environment
Tuesday, May 3, 9:15-10:15
Marc Rudnick, EG America
Marc Rudnick, CTP is currently the Assistant Treasurer of EG America, the parent company of over 1,700 gas stations/convenience stores operating under 10 brand names across the US. As Assistant Treasurer, Marc is responsible for the entire Treasury operation within the United States, including structure, strategy, and staff. He also serves as the company’s Anti-Money Laundering Compliance Officer. Marc has over 23 years of corporate treasury experience, including over a decade handling treasury for retail corporations. In addition to his time with EG America, Marc has been a part of the treasury teams at Crocs Inc., Ralph Lauren Corp, and Tyco International. Marc has worked in locations around the US, as well as serving a 2-year assignment in Luxembourg and has extensive experience in all facets of US and global treasury operations, capital markets, derivatives, forecasting/modeling, systems implementation, and fraud prevention. Marc originally hails from South Florida and currently resides in Boston.801-Catch Them If You Can – What Can The Treasurer Do To Prevent Payment Fraud
801-Catch Them If You Can – What Can The Treasurer Do To Prevent Payment Fraud
Wednesday, May 4, 11:45-12:45
Dave Sackett, Visibility Corporation

802-Using AI for Financial Forecasting
Wednesday, May 4, 11:45-12:45
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.
902-The Treasurer’s 2022 Survival Guide
Wednesday, May 4, 2:15-3:15
Henley Smith, StoneCastle Cash Management

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.
402-Same as 2015, But Different: The Rising Rate Cycle and your Cash Strategy
Tuesday, May 3, 2:15-3:15
Paul Staples, HSBC

202-Embedded finance, the final frontier of value creation?
Tuesday, May 3, 10:30-11:30
Heather Steffans, MarketSphere Unclaimed Property Specialists

901-Is Escheatment Reporting Really THAT Important?
Wednesday, May 4, 2:15-3:15
Matthew Terhune, Morgan Stanley Investment Management
702-Cash Investment Themes in Uncertain Times
Wednesday, May 4, 10:30-11:30
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.
602-FX Risk Management: Tools for Today’s Treasury Professional
Wednesday, May 4, 9:15-10:15
Nancy Wu, SkyStem

1003-Fraud Busters: Combat Fraud During Month-End Close
Wednesday, May 4, 3:30-4:30
Kevin Yimoyines, Citibank
