Keynote Speaker
Thursday, April 9 - Jeremiah Baker
For two decades, Jeremiah Baker (Author of Confessions of a Hacker) and his team have been hired to hack into organizations ethically, helping major casinos, banks, family offices, hospitals, and corporations identify and fix vulnerabilities before hackers strike. This work has been featured in major media outlets, including The New York Times, The Wall Street Journal, FOX, and many more, inspiring storylines in TV shows such as Burn Notice and Homeland. In his keynote, he gives an insider’s view on how hackers and cybercriminals attack, who they target, and how to protect yourself and your organization from these attacks.Jeremiah serves on Stanford University’s Board of Advisors for Digital Cities and the Global Projects Center and is a strategic advisor to The Inspired Performance Institute. Based in Atlanta, GA, he is dedicated to empowering individuals and organizations to build stronger cyber defenses and stay ahead of ever-evolving threats.
Confessions of a Hacker
4/9/26, 12:30-1:30
Session Speakers
A BMarko Adams, Kaufman Hall
Marko Adams is an Assistant Vice President with Kaufman Hall’s Treasury & Capital Markets practice. His responsibilities include the solutioning and delivery of insightful, data-driven treasury processes focused on operational enhancement, optimization, and integration. Prior to joining Kaufman Hall, Marko worked in Treasury Sales in J.P. Morgan’s Global Corporate Banking group covering for profit healthcare institutions. Marko focused on delivering comprehensive cash management and working capital solutions, driving new business, and cultivating relationships for healthcare clients nationwide.
Marko earned a B.A. in Economics from DePauw University.
403-Beyond the Payment: Unlocking the Hidden Power of Procure-to-Pay
4/10/26, 11:45-12:45
David Azzolina, Textron
101-The Next Era of the Fed: Navigating Corporate Investing under New Leadership
4/9/26, 10:00-11:00
Anders Nicolai Bakke, Just Technologies
Anders Nicolai Bakke is a serial entrepreneur and the founder and CEO of Just Technologies, an FX analytics platform that gives corporate treasurers independent, continuous visibility into what their banks charge on foreign exchange. Over the past 12 years, he has built multiple companies at the intersection of capital markets and technology, helping hundreds of corporates benchmark their FX costs and negotiate better terms.Just Technologies uses machine learning and AI to analyze trade data against proprietary fair-cost models, surfacing pricing deviations that would otherwise go undetected. The platform turns raw transaction data into actionable intelligence – replacing gut feel with evidence.
609-Evolving Your Foreign Exchange (FX): Finding Hidden Costs While Leveraging AI & Technology
4/9/26, 3:00-4:00
Joel Beadles, U.S. Bank
Joel Beadles is a Portfolio Manager based in Minneapolis, Minnesota. He executes the firm’s cash management investment strategies and manages taxable and tax-efficient institutional separately managed accounts. Joel applies a disciplined approach to portfolio construction, focusing on liquidity, risk management, and performance across a range of institutional mandates. Joel began his financial industry career at U.S. Bancorp Asset Management in 2008. Prior to becoming a portfolio manager in 2018, he was a fixed-income trader responsible for the day-to-day trading of separately managed account and First American taxable and tax-exempt money market funds. Previously, Joel worked as a senior fund accountant responsible for financial reporting, budgeting and valuation.
Joel earned a B.S. with a double major in accounting and business administration/ finance from the University of Wisconsin – River Falls.
103-Liquidity Management: Institutional Strategies for Navigating Volatile Markets
4/9/26, 1:45-2:45
Amit Bhatt, Moody's
Amit Bhatt is the Vice President of Treasury at Moody’s, based in New York, where he oversees global treasury operations, including cash and banking strategy. With over 15+ years of Treasury experience, Amit specializes in cash and liquidity management, investment strategy, cash flow forecasting, working capital optimization, M&A integration, FX trading, and treasury systems implementation. Prior to Moody’s, he held treasury roles at Citgo. Amit holds an MBA with a minor in Economics from Long Island University.301-Building Treasury Efficiency in an Era of Global Expansion
4/9/26, 3:00-4:00
Jason Camilleri, U.S. Bank
Jason is a part of U.S. Bank’s newly created Global Transaction Services team; a GTS Sales Specialist, Jason is a payments leader with global experience via a range of leadership roles in sales, product management, operations, and strategy. His leadership of multinational sales efforts, including a 300+ person organization with remit across 14 countries, also included managing an inbound sales team covering EMEA and APAC.303-Borderless Banking – Building Resilience with U.S.-Based International Payments, FX and Liquidity Solutions
4/9/26, 10:00-11:00
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 1998.405-Treasury’s Role in Implementing Nacha Fraud Monitoring Rules
4/10/26, 8:00-9:15
Chris Colson, Federal Reserve Bank of Atlanta
Chris Colson is a Payments Expert at the Federal Reserve Bank of Atlanta’s Payments Forum, focused on advancing innovation across the payment’s ecosystem. A seasoned payments product and innovation executive, he has led global cross functional teams to design, launch, and scale solutions in alternative and emerging payments, identity, and risk management. Chris has presented globally at Finovate and other industry forums and holds patents for pioneering identity and payment solutions. He is an adjunct professor teaching Entrepreneurship and Innovation in Large Corporations at the graduate level and is a graduate of Georgia Tech’s Flashpoint accelerator. He earned an MBA from Jacksonville University and a BS in International Finance from Florida State University and is a certified Cannabis Banking Professional.206-Stablecoin and It’s Impact on the Broader Payments Ecosystem
4/10/26, 11:45-12:45
Paula Comings, U.S. Bank
Paula leads the Foreign Exchange Sales team at U.S. Bank, helping support the risk management and FX payments needs of the Bank’s wealth, corporate and institutional banking clients. She brings deep market experience when advising on hedging and liquidity amid evolving geopolitical conditions. Paula’s team partners closely with relationship banking, treasury & payments solutions, global fund services, and other capital markets products at U.S. Bank to provide clients truly holistic coverage and collaboration. She lives in Manhattan with her husband, two daughters and pomsky.303-Borderless Banking – Building Resilience with U.S.-Based International Payments, FX and Liquidity Solutions
4/9/26, 10:00-11:00
Carlos Conde, Elire, Inc.
Mr. Conde serves as Elire’s Treasury Center of Excellence Lead overseeing Elire’s SaaS Treasury, ERP Treasury, and Treasury Advisory Services Practices. Mr. Conde has 25+ years of diverse Treasury Implementation and Advisory Services expertise and is recognized as a Trusted Advisor and Thought leader in the Treasury Space.602-Fast-Tracking ISO 20022 Compliance for Treasury
4/9/26, 1:45-2:45
202-Modernizing Corporate Treasury with AI
4/10/26, 9:15-10:15
Joshua Desrochers, FISPAN
Joshua Desrochers is a Partner Manager at FISPAN. In his role, Josh works with leading banks across North America to launch and scale their ERP Banking programs. He is an expert in navigating the complexities of bank-fintech partnerships and is passionate about helping financial institutions deliver more contextual, personalized banking services to their Commercial clients.402-Embedded Banking in Practice: Bringing Financial Services Closer to Corporate Operations
4/9/26, 10:00-11:00
Mark Dixon, Nacha
Mark J. Dixon, AAP, AFPP, APRP, CTP, NCP, brings nearly 20 years of financial services sector experience to Nacha Consulting. His expertise in ACH, risk management, technology, and payments complements his leadership skills. Mark has a proven track record of leading client engagements across product design, compliance, risk management, and strategy. He offers expertise in both emerging payments and traditional methods, such as ACH, wires, and checks. Mark’s prior roles include Vice President of Education at NEACH and roles at Wespay and New Hampshire Mutual Bancorp. He holds a BBA and an MBA from Southern New Hampshire University and is an adjunct instructor. 206-Stablecoin and It’s Impact on the Broader Payments Ecosystem
4/10/26, 11:45-12:45
Travis Dugan, CFA, Silicon Valley Bank, a division of First Citizens
Travis Dugan is a managing director for SVB Asset Management in the San Francisco Bay Area. He is responsible for leading a team of portfolio managers who oversee customized, separate account portfolios for SAM clients. Travis is passionate about helping clients find the foremost investment solutions to meet their current — and future — needs. An experienced leader with more than 25 years of experience in fixed-income investments, Travis enjoys providing mentorship and support to his team as they strive for excellent investment results for clients.Travis holds a bachelor’s degree in economics from the University of California, Irvine and is a holder of the right to use the Chartered Financial Analyst (CFA) designation.
106-The Future of Fed Independence: A Changing Landscape
4/10/26, 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.
105-From Chaos to Clarity: The 3D Operating System for Treasury Decision-Making
4/9/26, 4:15-5:15
Ric Golubov, Franklin Templeton
Ric Golubov serves as Vice President of Digital Asset Partnership Development at Franklin Templeton Digital Assets, where he drives strategic initiatives focused on tokenization and the firm’s BENJI Technology Platform. Based in Stamford, Connecticut, Ric is responsible for forging partnerships that advance Franklin Templeton’s leadership in digital assets and expand investor access to blockchain-enabled solutions.Ric has nearly two decades of experience across wealth management, distribution, and digital assets, including 10 years at Franklin Templeton. He joined the firm in 2020 through its acquisition of Legg Mason, where he spent more than five years as a business development associate.
Prior to his role at Franklin Templeton, Ric held client advisory and business development positions at Prudential Financial, Morgan Stanley and Chase, building a foundation in financial advisory and institutional relationships.
Ric studied Communication at the University of Hartford and University of Tampa. He holds FINRA Series 7 and 66 licenses.
104-Tokenized MMFs & Blockchain – Evolving the Treasury of tomorrow
4/9/26, 3:00-4:00
Steven Gomes, Ocean Spray
Steven Gomes is Director of Treasury at Ocean Spray Cranberries, Inc., where he leads global cash management, capital structure, foreign exchange risk, and financial operations supporting the Cooperative’s grower network. He drives strategic initiatives to optimize liquidity, enhance financial systems, and support long‑term growth.Previously, Steven served as Assistant Treasurer at Bose Corporation and held treasury roles at Charles River Associates and The TJX Companies, Inc.
He is a Certified Treasury Professional with an MBA from Framingham State University and a Bachelor’s degree in International Business from the University of Massachusetts.
204-From Fragmentation to Control: Liquidity Strategy in an M&A Driven Landscape
4/9/26, 11:15-12:15
Justin Guerra, KaufmanHall
Justin Guerra is a Vice President in Kaufman Hall’s Treasury and Capital Markets practice. He provides analytical and strategic support for innovative treasury solutions. Justin focuses on developing holistic strategies and tactical roadmaps for re-engineering treasury structures to maximize operational efficiency, improve financial performance, and mitigate risk. Prior to joining Kaufman Hall, Justin served at J.P. Morgan as a Vice President in their Corporate Client Banking organization.403-Beyond the Payment: Unlocking the Hidden Power of Procure-to-Pay
4/10/26, 11:45-12:45
Anisha Gulati, Bank of America
Anisha Gulati is a Director, 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 joined Bank of America, having worked at another large US money center bank for 11 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.
204-From Fragmentation to Control: Liquidity Strategy in an M&A Driven Landscape
4/9/26, 11:15-12:15
Jeff Horowitz, Treasury Sources Group
Jeff Horowitz is a business executive with extensive expertise in corporate treasury, financial services, payments, talent development, relationship management, and helping businesses grow while effectively helping teams manage risk.Jeff is currently the senior advisor and on the executive board with Treasury Sources Group, LLC where he provides advice and consultation to organizations, banks, and technology companies in areas that include treasury and finance, payments, working capital optimization, and workforce effectiveness.
During his 30+ year career Jeff has lived and worked in Europe, Asia and the United States and led global teams at companies including Bank of New York Mellon, ABN AMRO Bank, Standard Chartered Bank, Treasury Sources Group and Walt Disney Co.
Jeff is a frequent industry speaker at conferences that include Euro Finance, The Financial Times Finance Summit, and AFP (Association for Financial Professionals), as well as AFP local chapters in New York, Boston, Chicago, Minneapolis-St. Paul, Texas, and other conferences / industry events worldwide.
He is a former adjunct professor at The New York Institute of Technology and earned a Bachelor of Science in Education from the State University of New York, and a Master of Business Administration from Adelphi University.
Jeff is the Trustee for a charitable giving fund focused on causes that he and his family care about, including providing vital resources to families in need around the world, helping with global environmental issues and advocating for the LGBTQIA+ community.
201-REACH for Success – Enhance Your Professional Relationships
4/9/26, 3:00-4:00
Steve Johnson CFA, Silicon Valley Bank, a division of First Citizens
Steve Johnson, CFA, is a senior portfolio manager for SVB Asset Management (SAM) in Boston, where he and his team are responsible for structuring, analyzing and monitoring fixed income portfolios for SVB clients. Steve’s role requires not only market awareness and fixed income expertise, but also a deep understanding of clients’ goals and risk tolerances. Combined, this knowledge helps Steve deliver portfolios that increase clients’ probability of success. He considers serving as “an extension of our client’s treasury team” to be both an honor and a privilege — one that he’s continually driven to earn. Before joining SVB, Steve worked for more than 10 years in various roles within the fixed income markets. Most recently, he served as a client portfolio manager at Invesco, where his main area of focus was index-based investment strategies for US, EMEA and APAC clients. Prior to that, he was a fixed income client portfolio manager at Wells Fargo Asset Management specializing in core bond, long credit and short duration government bond strategies. He also worked in institutional fixed income sales and trading on the sell-side at Morgan Stanley. Steve has a bachelor’s degree in economics from Duke University and a master’s degree from Duke’s Fuqua School of Business. He’s a member of the Boston CFA Society106-The Future of Fed Independence: A Changing Landscape
4/10/26, 10:30-11:30
Heather Jonasen, J.P. Morgan
Heather is a treasury management officer within the commercial real estate segment at JPMorgan. Throughout her career she has covered various industries and held roles both in payments and corporate banking. Prior to being a treasury officer, she spent 6 years with JPMorgan’s Corporate Bank in Singapore covering European & North American subsidiaries.605-Uncovering Treasury’s Best-Kept Secrets: A Fireside Chat on Bank Fees, RFPs & Fair Deals
4/9/26, 11:15-12:15
Matt Jones, Franklin Templeton
Matt Jones is Head of Liquidity Distribution at Franklin Templeton 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 Bar-clays 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 In-ternational 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.
104-Tokenized MMFs & Blockchain – Evolving the Treasury of tomorrow
4/9/26, 3:00-4:00
Kevin Koeneman, Clearsulting
Kevin Koeneman, CTP, is a Director of Treasury Advisory at Clearsulting, where he specializes in treasury process improvement, bank relationship management, and treasury technology. Since joining Clearsulting in 2020, Kevin has successfully led over two dozen Kyriba implementations that enhance automation and risk management for enterprise clients. Kevin oversaw the development of Clearsulting’s Bank Fee Analysis Dashboard and leads an advisory team focused on improving fee transparency and driving client savings. Kevin’s passion for Treasury began over a decade ago, developed through previous roles as Treasury Manager at a Fortune 1000, where he oversaw global treasury operations, and as Manager at a Big Four firm, focusing on banking and capital markets consulting. Kevin holds an MBA from Washington University in St. Louis and a BS in Finance & Banking from the University of Missouri. 610-From Trapped Cash to In-House Bank: A Cash Pooling Blueprint
4/8/26, 1:45-2:45
Elizabeth Lindstrom, TD Bank
Libby Lindstrom is a Senior Treasury Management Officer for TD’s Massachusetts market, where she partners with commercial clients as a trusted advisor. She brings over 30 years of experience in commercial treasury management, working with middle‑market and large corporate clients across industries including Life Sciences, Technology, Healthcare, Education, and Non‑Profit. Prior to joining TD in 2021, Libby held senior treasury and product roles at Citizens Bank, J.P. Morgan, and Bank of America. She holds an MBA from Suffolk University and a Bachelor’s degree from Northeastern University
402-Embedded Banking in Practice: Bringing Financial Services Closer to Corporate Operations
4/9/26, 10:00-11:00
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.206-Stablecoin and It’s Impact on the Broader Payments Ecosystem
4/10/26, 11:45-12:45
Joseph Mattiello, Bank of America
Joe Mattiello is a global treasury and cash management professional with ten years of experience across both sales and consulting, including over two years in his current role at Bank of America. His work includes assessing clients’ cash and working capital needs, delivering treasury products and services, and advising on finance and treasury transformation initiatives. Prior to joining Bank of America, Joe held sales and delivery roles at a global consulting firm and an emerging markets-focused bank.601-How Intelligent Automation is transforming Accounts Receivable
4/10/26, 11:45-12:45
Chidinma Mbanefo, TD Bank
Chidinma Mbanefo is a Senior Product Manager at TD with over eight years of experience across the bank. Her background spans branch management, product, distribution strategy, and finance, with experience across Wealth, Real Estate, Branch Banking, Digital, and TD U.S. Commercial. She brings a frontline‑to‑enterprise perspective to building customer‑centric financial solutions in regulated environments. Outside of work, she is an avid reader and cinephile.
402-Embedded Banking in Practice: Bringing Financial Services Closer to Corporate Operations
4/9/26, 10:00-11:00
Kevin McKeever CTP, Scotiabank
Kevin McKeever is Director & Head, Global Client Proposals & Content Strategy in Global Transaction Banking (GTB) at Scotiabank, based in New York. Kevin leads the global client response process and drives content strategy to showcase the full breadth of Scotiabank’s Global Transaction Banking (GTB) suite. Kevin has over two decades of global banking experience, including senior roles at HSBC and ABN AMRO, with deep expertise in treasury solutions, cross-border financial operations, and global transaction strategy. He holds an MBA in International Business from the University of Warwick, UK and is a Certified Treasury Professional (CTP).301-Building Treasury Efficiency in an Era of Global Expansion
4/9/26, 3:00-4:00
Eric Nowinowski, CarGurus
Eric Nowinowski is a Treasury leader at CarGurus, where he is responsible for capital allocation, liquidity strategy, and banking relationships. His experience includes executing share repurchase programs, managing credit facilities, and optimizing global cash management structures across technology companies. Eric also leads initiatives focused on modernizing treasury operations through automation, including implementing automated receivables solutions that enhance cash visibility, improve reconciliation accuracy, and support scalable working capital processes.Prior to joining CarGurus, Eric held treasury roles supporting high-growth technology companies, partnering cross-functionally with finance, accounting, and technology teams to improve financial infrastructure and operational efficiency.
601-How Intelligent Automation is transforming Accounts Receivable
4/10/26, 11:45-12:45
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.502-Beyond Basic Reporting: Turning Escheat Compliance from Risk into Strategic Advantage
4/9/26, 4:15-5:15
Clint Padgett, Convincing Company
Clint Padgett is a communication and project management strategist with nearly 30 years of consulting experience transforming how complex organizations execute their most critical initiatives. As author of “The Project Success Method” and “How Teams Triumph: Managing by Commitment,” Clint has spent his career uncovering the hidden truth: the “soft skills” of authentic communication and team commitment are actually the hardest requirement for sustainable success. He specializes in helping treasury and finance leaders shift from traditional command-and-control management to commitment-based leadership that drives measurable results.606-Conversation Over Communication: Why Your Treasury Transformation Projects Fail (And It’s Not the Technology)
4/9/26, 11:15-12:15
Don Porzio, Bank of America
Donald Porzio is a Director of Specialized Product Sales at Bank of America, where he brings extensive expertise in the receivables landscape to deliver innovative solutions that help clients optimize cash flow and streamline operations. In his role, Donald focuses on driving growth through tailored strategies, leveraging technology to enhance efficiency, and building strong partnerships across diverse industries.With a proven track record in sales leadership and product strategy, Donald is passionate about creating value for clients and positioning receivable solutions as a key driver of operational success. His approach combines deep product knowledge with a commitment to collaboration, ensuring businesses achieve measurable results and long-term impact.
601-How Intelligent Automation is transforming Accounts Receivable
4/10/26, 11:45-12:45
Talal Rojas, Optimized Payments
Talal is a Recurring Payments Consultant at Optimized Payments with over 10 years of experience in the payments industry. He analyzes client data to recommend payment strategies that drive higher authorization rates and improve subscriber retention. Drawing on his previous experience as a Payment Product Manager at Warner Bros. Discovery overseeing subscription payments and as a Product Manager at Deposit Solutions, he contributes to clients’ growth goals through a blend of merchant and fintech expertise.401-From Plumbing to Profit Center: Building the Case for Payment Optimization at the Executive Level
4/9/26, 1:45-2:45
404-Tracking Your Top Payments KPIs
4/10/26, 9:15-10:15
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.102-Navigating Choppy Waters: A Strategic Approach to Fixed Income Investing
4/9/26, 11:15-12:15
Dave Sackett, AIOne
Dave Sackett is the CFO of a startup eCommerce company called AIOne, Inc. He speaks on AI, blockchain, cybersecurity, ERP, cryptocurrency, and servant leadership, which is his management style. He is a member of the Forbes Financial Council, Financial Executives International, and Private Directors Association, as well as a guest scholar for the CFO.University. He actively seeks AI and blockchain technology projects and runs the Boston arm of Pixelette Technologies, based in the UK.205-Using AI for Financial Tasks Automation
4/10/25, 10:30-11:30
Tamir Shafer, Redbridge Advisory
Tamir has extensive experience in Treasury operations, bank relationship management, process re-engineering, and project management. In 2010, Tamir co-founded The Montauk Group, which provides bank relationship management services to corporations worldwide. Tamir then successfully lead the M&A effort in which The Montauk Group was acquired by Redbridge Debt & Treasury Advisory.Prior to Montauk, Tamir managed Treasury and Cash Management teams at Goldman Sachs, and Lehman Brothers, and started the Treasury Practice at NOI Strategies.
Tamir is a regular speaker at industry events and has authored several articles regarding Treasury and bank relationship management. Tamir received his Bachelors of Science degree from the University at Albany, State University of New York, in 1994.
605-Uncovering Treasury’s Best-Kept Secrets: A Fireside Chat on Bank Fees, RFPs & Fair Deals
4/9/26, 11:15-12:15
609-Evolving Your Foreign Exchange (FX): Finding Hidden Costs While Leveraging AI & Technology
4/9/26, 3:00-4:00
Ernest Smith, E3 Treasury Consulting
Ernest Smith is a seasoned treasury professional with over 40 years of experience in the world of banking and finance. Ernie is an active member of AFP, having served on both the CTP Test Specification and CTP Body of Knowledge committees. He teaches CTP exam preparation courses at Rice University and the University of Dallas and is a content provider for the CTP and FPAC exam prep platforms.He currently serves as Principal at E3 Treasury Consulting, where he develops treasury sales training
608-Help Me Understand – Basel IV
4/9/26, 3:00-4:00
604-Help Me Understand – Blockchain, Cryptocurrency and Stablecoin
4/10/26, 10:30-11:30
Lisa Spano, U.S. Bank
Lisa Spano is a Senior Vice President and Trade Working Capital Originator at U.S. Bank, where she helps multinational companies unlock liquidity and strengthen supply-chain resilience. She partners with treasury, procurement, and finance leaders to deliver scalable working-capital solutions that drive measurable cash-flow impact and enhance supplier relationships. Lisa has spent much of 30+ year career in leadership roles, where she developed deep expertise across the full spectrum of trade and working-capital solutions. Her background spans export credit agency (ECA) support, risk mitigation strategies, and supply chain finance, enabling her to bridge strategic priorities with disciplined execution for clients across diverse industries406-Optimizing Trade Working Capital: Strategies for Success
4/9/26, 4:15-5:15
Tom Stapleton, Rockland Trust
302-Global Economics: Understanding Tariffs, Trade and Foreign Exchange
4/9/26, 11:15-12:15
Kevin Stevens, Clearsulting
Kevin Stevens, Ph.D., is a Partner at Clearsulting specializing in treasury advisory and technology transformation. A recognized Kyriba expert, he has led numerous Kyriba implementations both as a member of Kyriba’s Professional Services team and as a manager at a Big Four firm. At Clearsulting, Kevin leads a global team of more than 50 consultants, who guide clients through treasury system implementations and process optimizations. He holds a doctorate from Fordham University and brings a passion for learning and teaching to his consulting work.603-Using real-time data to predict the unpredictable: From batch to continuous planning
4/9/26, 10:00-11:00
610-From Trapped Cash to In-House Bank: A Cash Pooling Blueprint
4/8/26, 1:45-2:45
Michael Stitt, U.S. Bank
Based in Charlotte, North Carolina, Mike is responsible for leading the Supply Chain Finance business at U.S. Bank. He has been in that role since 2022 and brings over 30 years of experience in trade and supply chain finance banking. He held senior sales leadership roles in trade and supply chain finance at J.P. Morgan, Wells Fargo and HSBC. He holds a Bachelor of Arts in Economics from Northwestern University and a Master of International Management from Thunderbird, The American Graduate School of International Management.406-Optimizing Trade Working Capital: Strategies for Success
4/9/26, 4:15-5:15
Bill Strodel, Kyriba
Bill Strodel is Strategic Product Liaison Manager at Kyriba, bringing over a decade of treasury expertise spanning systems, banking operations, and strategic consulting. He specializes in optimizing financial strategies through innovative technology solutions and excels at navigating complex global markets. With a proven track record of driving operational efficiency and building financial resilience, Bill delivers impactful results for organizations seeking to elevate their treasury function. His expertise bridges the technical and strategic aspects of modern treasury management.603-Using real-time data to predict the unpredictable: From batch to continuous planning
4/9/26, 10:00-11:00
610-From Trapped Cash to In-House Bank: A Cash Pooling Blueprint
4/8/26, 1:45-2:45
Steve Wager, Fiserv
Steve Wager leads Product and Operations within Fiserv’s Embedded Finance and Digital Assets franchise. Steve has over 20 years of experience in digital assets, treasury management and securities services, where he has served several roles crossing product, sales, operations and client services. Prior to joining Fiserv, Steve was the Regulated Custody Product Head at the Fireblocks Trust Company, the Head of Digital Asset Product Development at BNY and spent time at the Paxos Trust Company and Fidelity Digital Asset Services. Steve received his B.A. in business administration from SUNY Albany and his M.B.A. from the Wissenschaftliche Hochschule für Unternehmensführung (WHU) in Koblenz.206-Stablecoin and It’s Impact on the Broader Payments Ecosystem
4/10/26, 11:45-12:45
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-The Next Era of the Fed: Navigating Corporate Investing under New Leadership
4/9/26, 10:00-11:00
Kent Wittler
Kent Wittler was a Senior Vice President at AEW Capital Management and served as the firm’s Treasurer. In this capacity, Mr. Wittler was responsible for the treasury, including the management of liquidity, payments, foreign exchange, subscription lines for the Asian business and banking relationships globally. He also served as consultant to institutional clients on specific portfolio cash management structures and transferred assets. Mr. Wittler joined the firm in 1992. Prior to that, he was a professional actor. He is a graduate of Boston University (B.S.) and Tufts University, Fletcher School of Law and Diplomacy (M.A.). Mr. Wittler is past President of the New England Association for Financial Professionals. Mr. Wittler is proficient in French and fluent in Turkish.605-Uncovering Treasury’s Best-Kept Secrets: A Fireside Chat on Bank Fees, RFPs & Fair Deals
4/9/26, 11:15-12:15
Tom Wrigley, Optimized Payments
Thomas Wrigley is a Senior Consultant at Optimized Payments, where he helps organizations simplify complex payment environments and reduce processing costs. He leads comprehensive assessments of clients’ payment ecosystems – analyzing transaction workflows, fee structures, RFPs, and technology integrations – to identify opportunities for cost savings and operational efficiency. As a trusted advisor, Tom provides ongoing strategic guidance, staying ahead of evolving regulations and emerging payment trends to help clients maintain compliance, mitigate risk, and continuously optimize performance.401-From Plumbing to Profit Center: Building the Case for Payment Optimization at the Executive Level
4/9/26, 1:45-2:45
404-Tracking Your Top Payments KPIs
4/10/26, 9:15-10:15
Niv Yaar, Panax
Niv Yaar is the Co-Founder and CBO of Panax, where he leads the strategy and business side. Prior to Panax, Niv was a VP at FIMI Opportunity Funds, a leading private equity firm, and a consultant at Ernst & Young in financial modeling and due diligence. Niv is a certified public accountant (CPA) and holds an LLB in Accounting and Law.203-Are You Asking AI These 5 Questions? How Leading Treasurers Make Better Financial Decisions
4/9/26, 1:45-2:45
Mark Zdunek CPA, Citibank
Mark is an SVP with Citi Treasury & Trade Solutions, where he is the Global Public Sector Market Manager for NA Liquidity Mgmt Services. Mark provides treasury solutions and short-term investment strategies to public sector entities, and manages Citi’s balance sheet to ensure appropriate returns and compliance with regulatory requirements.Mark joined Citi in 2017 as a member of its Corporate Treasury team and later CBNA US Bank Legal Entity Treasury focusing on liquidity management. Mark earned his bachelor’s and master’s degree in accounting from the University of Connecticut.
105-From Chaos to Clarity: The 3D Operating System for Treasury Decision-Making
4/9/26, 4:15-5:15
Denise Zelaya, Redbridge DTA
Denise Zelaya is a seasoned project manager with Redbridge Debt & Treasury Advisory, where she has a specialized focus on strategic cash management and bank fee optimization. Denise’s career in Treasury began in 2013 within the oil and gas industry as a treasury practitioner. This corporate foundation helped her excel as an implementation consultant at Bank of Texas for five years. Having experience on both the corporate and bank side of Treasury, she is passionate about advising her clients on the best services to utilize that will transform and digitize their treasury operations.