Keynote Speakers
Monday, May 8, 1:00 pm
Tim White, Author, Investigative Reporter and Managing Editor, WPRI
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
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
A
In his roles with Cabrera, Robert has been instrumental in nearly two decades of growth and expansion, including a nearly 25x increase in gross receipts and the raising of over $10 million in working capital. Strategically, operationally, and financially, he has overseen each of the firm’s business lines, which include Municipal Finance, Municipal Securities Trading, Taxable Fixed Income Trading, Global Equity Trading, Corporate Finance, Advisory, as well as ancillary business operation teams. He has also overseen the real estate development work of Cabrera Capital Partners (CCP), including the current joint project with the Chicago Housing Authority and The Habitat Company to redevelop the 32-acre former LeCLaire Courts property on Chicago’s Southwest Side. The Cabrera companies are certified minority owned enterprises (MBEs).
In addition, Robert has previously served as a member of the U.S. Securities & Exchange Commission’s Advisory Committee on Small and Emerging Companies and as the Treasurer for the boards of each of La Rabida Children’s Hospital, Chicago United, and the Chicago Parks Foundation. Robert is currently serving on the Chicago Blackhawks Society.
Robert has FINRA Series 7, 24, 27, 50, [53, 54, 57] 63, 65, 79, 87, 99 Licenses and a National Commodity Futures Examination Series 3 License.
A native of Chicago, Robert holds a master’s degree in business administration from The University of Chicago Booth School of Business and a bachelor’s degree in finance from Northern Illinois University. Robert was recognized as a Chicago United Business Leader of Color in 2011.
103-Making Sense of Alphabet Soup: DEI, ESG & SRI
5/8/23, 2:15-3:15
102-The Evolution of Corporate Liquidity Investing: Navigating the Choppy Economic Waters
5/8/23, 9:00-10:00
101- Successful Roadmaps to Building DEI Impact in Treasury
5/8/23, 11:30-12:30

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

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

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

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

403-International Treasury Management in Latin America
5/9/23, 1:15-2:15

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

506-B2C Payment Choice
5/9/23, 10:30-11:30
301-The Tech in Fintech
5/9/23, 2:30-3:30
302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45

Jeff has successfully led clients through the implementation of custom treasury systems. Additionally, he played a key role in the development of hosted and ASP-based solutions, experience with SWIFT, reconciliations, collateral management, financial instrument valuation and risk solutions.
607-2023 Treasury, Treasury Technology and Banking Services Initiatives
5/8/23, 10:15-11:15

Growing up in Ghana, David had always been intrigued by Susu, an informal community-based savings practice that enables family and friends with limited or no access to formal banking services to come together to borrow and lend money to each other. David founded OurBanc based on his firsthand experiences and to leverage his cross-functional expertise working across banking, finance, technology, and risk industries. Prior to OurBanc, David spent over fifteen years working at Citizens Bank, the Boston Federal Reserve, and EY’s Financial Services practice. He is a Steward of the Council for Inclusive Capitalism (the Council) and is a member of the U.S. Faster Payments Council (FPC) and serves on the Financial Inclusion Workgroup and ESG Subgroup.
David loves all things BBQ! David earned his Masters in Accounting from the University of Notre Dame, and a Master of Science in Information Systems from Baylor University. He has a Bachelors in Finance from the University of North Florida, with the highest honors and is a Certified Public Accountant (CPA).
301-The Tech in Fintech
5/9/23, 2:30-3:30

Craig 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

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

701-Defending Against Payments Fraud and Deepfakes in Time of Crisis
5/8/23, 9:00-10:00
604-The Next Generation of Treasury Technology
5/9/23, 2:30-3:30

Amy 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

Prior to joining SSGA in 2014, Will spent time on both the advisory and brokerage side of the business. Most recently he was part of Royal Bank of Scotland’s Institutional Fixed Income Sales team and Merrill Lynch’s Institutional Money Market Sales Team. Prior to Merrill Lynch will worked as a Money Market Portfolio Manager and Fixed Income Trader for Columbia Management and Fleet Investment Advisors.
Will received his BA from Roanoke College and has his Series 7 and 63 Securities License.
103-Making Sense of Alphabet Soup: DEI, ESG & SRI
5/8/23, 2:15-3:15

Prior to joining the bank, Gabriel at Kyriba where he held various roles including Sr. Treasury & Finance Advisor, Sr. Solutions Engineer, Head of Latin America Presales. Before Wells Fargo he worked as a Director of Treasury for a private firm, and Treasury Sales at Bank of America. He has a strong skillset in areas such as API management, technology evangelism, product evangelism, enterprise resource planning, connectivity solutions, liquidity solutions, and more.
Gabriel has a bachelor’s degree in Business Management from the Universidad Iberoamericana in Mexico City.
203-ERP Readiness, Selection and Implementation Best Practices
5/9/23, 10:30-11:30

Anisha 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

302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45
502-The Transformation of B2B Payments
5/9/23, 9:15-10:15

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
402-Supporting Efficiencies and International Growth with A/R Automation in your ERP: A Basis Technologies Case Study
5/8/23, 2:15-3:15

Shemina started in the industry as a Corporate Dealer at Thomas Cook Global Financial Services where she managed a portfolio of over 5 million in revenue within the Financial Institution segment.
Shemina has also spent five years owning and operating her own hotel development located in the Canadian Rocky Mountains. She has a Bachelor of Commerce from McGill University and her MBA from Queens University.
In 2018, Shemina was named as part of Money 20/20’s Rise Up cohort. She also currently sits on the Payments Canada Advisory Council and the board of Special Olympics Ontario.
801-Women in Leadership
5/9/23, 8:10-9:00
Matt Jones is Head of Liquidity Distribution at Western Asset and works in the New York office. He has over 29 years of experience. Prior to joining the Firm in 2018, Matt worked with BlackRock, Inc., where he served as Global Head of Client Services & Solutions, Head of US Financial Institutions & Major Bank Sales, Chief Operating Officer of the US Cash Management Group, and as Sales Executive, Corporate Channel, for US Sales. Matt has also worked with Barclays Global Investors, as Co-Head of US Sales, Head of Corporate Sales Channel. During the several years he worked with JPMorgan Asset Management, he was Senior Sales Executive for Global Liquidity, Program Manager and Head of International Product Development, and Chief Operating Officer of JPMorgan Funds. He began his career in 1993 in Sales as a Relationship Manager with NatWest Bank Corporate Banking.
Matt holds a Bachelor of Arts degree, with Honors, from the London School of Economics, and also holds the Chartered Financial Analyst designation.105-Money Market Fund Investing and Regulatory Landscape Update
5/9/23, 2:30-3:30,101- Successful Roadmaps to Building DEI Impact in Treasury
5/8/23, 11:30-12:30Amy is a financial services professional with more than 36 years of payments experience with a concentration in ACH, RTP and Check. Amy recently joined Wells Fargo Global Treasury Management where she is a Senior Lead Business Execution Consultant focusing on ACH Risk initiatives. Previously, she was an ACH Product Executive at J.P. Morgan Chase where she had responsibility for strategic project execution, cross line of business initiatives, solution design, industry engagement and where she provided leadership for DE&I initiatives. Amy has served on the Nacha Rules and Operations Committee, Nacha Risk Management Advisory Group and the Electronic Payments Network (EPN) Business Committee.
502-The Transformation of B2B Payments
5/9/23, 9:15-10:15 Tammi LoGrasso is currently an Executive Director in Treasury Services Corporate Client Banking for J.P. Morgan in Boston where she has responsibility for clients in the New England region. Tammi began her career with Fleet Bank in Boston. She joined J.P. Morgan in 2005 as part of the Commercial Bank at the inception of the Boston office. In 2015, Tammi left the firm to lead Treasury Sales teams at Citizens Financial Group in the Healthcare, Technology, FIG and Diversified Groups. In 2019, Tammi rejoined J.P. Morgan in Treasury Services supporting the same client base that she developed in 2005.
Ms. LoGrasso is currently pursuing a BS degree in Human Resource Management at Purdue Global University and holds an AS in Business Management. She currently resides on the North Shore of Boston with her husband and two sons.104-Managing Liquidity and Excess Cash in a Volatile (or uncertain) Rate Environment
5/9/23, 9:15-10:15 Lynne is a frequent global speaker, thought leader and investor in the blockchain and digital assets ecosystem. Lynne works with organizations to drive adoption of Blockchain, Digital Assets, Brand Creation, Innovation and scalable Digitization. She focuses on guiding organizations as they embrace these shifts in relation to treasury management, risk, working capital and liquidity.
Lynne spent 30+ years working in financial services most recently as Managing Director and Head of the Specialized and Corporate Industry Group at BNYMellon.
305-Demystifying Digital Assets
5/9/23, 1:15-2:15
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, 3:45-4:45With over 10+ years experience in the payments industry, Chris has held senior positions at several prominent financial services companies, specializing in cross border, merchant acquiring and card issuing. Throughout his career, Chris has developed a deep understanding of industry trends and customer behaviour, allowing him to create innovative and effective strategies that drive growth and profitability.
402-Supporting Efficiencies and International Growth with A/R Automation in your ERP: A Basis Technologies Case Study
5/8/23, 2:15-3:15Michael McDonough leads the Trade & Working Capital sales team for Santander’s Commercial Bank franchise in the United States. In this role he leads teams providing solutions across the Commercial Card, Liquidity, Core Trade and Supply Chain / Accounts Receivable solution sets. Prior to this role, Michael held a number of roles at J.P. Morgan including global product head for the Corporate Trade & Supply Chain Finance business and head of N. America Trade & Export Finance. Michael previously held global Supply Chain Finance roles at RBS and ABN Amro in London and Amsterdam.
201-Working Capital as a Tool
5/8/23, 10:15-11:15Kimberly Monty Holzel is a partner in Goodwin’s Financial Industry, Consumer Financial Services and Fintech practices. She advises banks and Fintech clients offering tech-enabled consumer financial services on compliance with consumer financial services laws. Ms. Holzel works with payment services, blockchain and virtual currency companies on FinCEN’s money service business (MSB) regulations and anti-money laundering requirements. She also prepares banks, lenders and Fintech companies for supervision by financial services regulators and represents them in connection with state and federal regulatory investigations, examinations, and inquiries.
Prior to joining the firm, Ms. Holzel worked for the U.S. Consumer Financial Protection Bureau, where she headed examination teams at large financial institutions.301-The Tech in Fintech
5/9/23, 2:30-3:30Ben Myers is the Senior Vice President, Sustainability, at BXP, the largest publicly-traded developer, owner and manager of premier workplaces in the United States. He is responsible for sustainability and ESG strategy, implementation, reporting and stakeholder engagement. He has a genuine passion for sustainable real estate and is committed to disrupting the status quo as an industry leader on climate action, resilience, green building, renewable energy, healthy workspaces and urban ecosystems.
He holds an M.A. in Urban Environmental Leadership from Lesley University and a B.S. in Civil & Environmental Engineering from the University of Massachusetts at Amherst.202-Real Estate Sustainability and ESG Leadership in 2023, A Real Estate Perspective
5/8/23, 11:30-12:30102-The Evolution of Corporate Liquidity Investing: Navigating the Choppy Economic Waters
5/8/23, 9:00-10:00 For more than 25 years, Tracy Olsen has held various client facing leadership positions across organizations in the unclaimed property and investor relations sectors. Throughout her career, she has a demonstrated history of working with holders to create and implement targeted programs to improve and streamline unique organizational challenges, including but not limited to, reducing expenses, meeting proxy vote requirements, and ensuring unclaimed property compliance.
603-Unclaimed Property Compliance – Best Practices to manage the inevitable
5/9/23, 3:45-4:45 Jon Paquette is Head of Customer Success US at TIS. In his role, he assists clients and prospective clients in finding the best use of the technology that TIS offers to solve their organizational challenges. Prior to joining TIS, Jon held various Finance and Treasury positions in U.S. based organizations. Most recently, Jon held the role of Senior Director, Treasury for a large health care organization. Jon holds a BA in Economics from Merrimack College and an MBA from the Carroll School of Management at Boston College.
Jon Paquette is Head of Customer Success US at TIS. In his role, he assists clients and prospective clients in finding the best use of the technology that TIS offers to solve their organizational challenges. Prior to joining TIS, Jon held various Finance and Treasury positions in U.S. based organizations. Most recently, Jon held the role of Senior Director, Treasury for a large health care organization. Jon holds a BA in Economics from Merrimack College and an MBA from the Carroll School of Management at Boston College.401-Best Practices for Global Bank Connectivity & Cross-Border Payments in 2023
5/8/23, 10:15-11:15101- Successful Roadmaps to Building DEI Impact in Treasury
5/8/23, 11:30-12:30Noel Pearlman is a Director of Account Management at Mastercard International. He has over 25 years of experience in the payment industry and has held both Product and Sales roles at both national and regional financial institutions in North America. Prior to joining Mastercard, Noel focused on helping his mid and large market corporate clients develop their B2B payment strategy.
503-Hi AP! It’s Time to Transform Your Supplier Relationships!
5/8/23, 11:30-12:30Dianne has held business development and leadership roles at several software companies specializing in enterprise solutions that accelerate measurable business growth and performance. Most recently, Dianne was a business development leader at UiPath, the world’s leading Robotic Process Automation (RPA) solutions provider. At UiPath, Dianne was a foundational contributor in driving the company’s unprecedented growth—helping financial services and insurance companies across the Americas implement front and backend RPA solutions. Prior to UiPath, Dianne worked with global software leaders such as Wolters Kluwer and Vertafore to deliver enterprise software solutions to businesses across the legal, financial services and insurance industries. Dianne holds a BS in Electrical Engineering from the University of Connecticut and MS in Manufacturing Engineering from Boston University.
301-The Tech in Fintech
5/9/23, 2:30-3:30 Jake Privette has been in sales in many capacities over the course of 10 years. He has spent a lot of time in the medical space, learning about the current challenges in the medical space. He is a problem solver at heart and enjoys listening to company leaders and some of the struggles that they see on a daily basis and develop plans to overcome them. The shift towards my current role has allowed me to move into the financial management conversations.
304-What Does Cashless Look Like for Me?
5/8/23, 2:15-3:15 Chris Ramsay is an experienced B2B Payables Specialist with J.P. Morgan’s higher education and healthcare business supporting the North East and Mid-Atlantic Markets as well as many of Firm’s largest national clients. Chris partners with treasury officers and bankers to help new and existing clients identify, create and leverage optimized procure-to-pay processes that foster financial health in the supply chain.
Chris joined J.P. Morgan in 2010 as an Accounts Payable automation specialist with the bank’s Order-to-Pay product team. Chris has over 20 years of experience selling integrated finance and technology solutions to large clients around North America, the EU and the Pacific Rim. Chris is a passionate student of the rapidly evolving B2B payments industry and its relentless drive toward greater convenience and efficiency. He believes every buyer-supplier payment relationship can and should be mutually beneficial. Chris is a graduate of Camosun College in British Columbia.601-Vendor Payment Optimization and Fraud Mitigation in a Post-pandemic World
5/8/23, 9:00-10:00Rob Richards currently serves as the Director of Quantitative Risk Analysis at GPS Capital Markets. His love for numbers and statistics started nearly 50 years ago while memorizing the backs of old Topps baseball cards in a shoe box next to his bed. Then, Rob’s continued affinity for math in school, brainteasers, and puzzle-solving led to career stops in Accounting and CPA advisory services specializing in corporate R&D tax credits.
For the past 13+ years, Rob has successfully partnered with CFOs, Treasurers and Controllers as they navigate the challenges that their companies face due to the impacts of FX currency volatility.
Rob is an experienced speaker on the topics of Treasury technology and Risk Management
Including prior presentations at the New England AFP in Boston, Windy City Summit in Chicago, Carolina Cash Adventure in Charleston, and other regional accounting CP events. In February 2023, Rob traveled to London to receive Global Finance Magazine’s FX Tech Award for ‘Best System for Assessing Risk and Hedging Strategy’.
Finally, Rob speaks Chinese. He loves his family, playing golf, ordering appetizers, and watching desert sunsets in Arizona. He is loyal to anythingUniversity of Utah (his alma mater).704-FX Risk Assessment Techniques & How to Use Them
5/9/23, 10:30-11:30Barbara Dalton Russell co-founded Cap W – an Advisory/investment Banking firm focused on early/mid-stage tech-enabled companies, characterized by strong female and/or POC founders & teams, solving BIG problems with massive market opportunities. In her role as Managing Partner, she strives to advance the ability of tech-based companies, with her focus on AI/ML, VR/AR, ed-tech, clean-tech and fin-tech, to succeed through their model of investing and providing strategic advice that maximizes the ability of these companies to scale via targeted fundraising from optimal/inclusive strategic, venture, and other capital sources.
Barbara serves on the board of several rapidly-scaling, early and mid-stage companies, providing advice fueled from her 31 years of experience in private equity, investment banking, M&A, and capital markets. She also serves on non-profit boards including: NFTE and Alliance for Business Leadership (ABL), both of which represent her progressive views on diversity and inclusion.
Barbara serves as an adjunct professor at the University of Massachusetts, where she teaches undergraduate and graduate courses in Entrepreneurship. She has been a senior lecturer at: MIT Sloan School: Efficient Capital Raising; Babson College-Wellesley Campus: Financial Modeling: Walk the Financial Talk; Babson College-Boston Campus: Understanding Your Market; Babson College-Miami Campus: Identifying the Marketing Opportunity and Sizing The Market; Boston University: How To Win A Pitch Competition Workshop; and IIT-Madras: What Makes a Winning Pitch. She also lectures/presents to TechStars cohorts, Learn Launch cohorts, BU – Questrom School of Business, University of Massachusetts faculty, India Institute of Technology and The National Venture Plan Competition on how to create a winning pitch deck and how to present it. Barbara also serves as Executive-In-Residence at U Mass- Lowell, where she provides advice on the commercialization of technologies that have been incubated on campus. Barbara is also a Mentor-In-Residence at Techstars-Boston and EForAll as well as a board advisor for FinTechWomen.
Ms. Russell received her MBA from the Sloan School at MIT and a BA in Economics from Boston University.302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45Dave Sackett is the CFO of a startup eCommerce company called AIOne, Inc. He speaks on AI, blockchain, cybersecurity, ERP, cryptocurrency, and servant leadership, which is his management style. He is a member of the Forbes Financial Council, Financial Executives International, and Private Directors Association, as well as a guest scholar for the CFO.University. He actively seeks AI and blockchain technology projects and runs the Boston arm of Pixelette Technologies, based in the UK.
703-Preparing for a Cyber Attack
5/9/23, 9:15-10:15Melissa Schwab Wright is a partner in the firm’s Private Equity group and a member of its Debt Finance practice. Ms. Wright advises lenders and borrowers in a broad range of complex finance and restructuring transactions, and has extensive experience managing all aspects of large, syndicated, multi-tranche financings ranging from $5 million to over $2 billion. She is adept in handling cross-border matters and in working with a wide variety of industries, including waste management, healthcare, manufacturing, retail, and technology. Ms. Wright also advises lenders and borrowers across a broad array of debt transactions, including private equity-sponsored leveraged buyouts and recapitalizations, syndicated, secured and investment grade strategic acquisition financings and working capital facilities, fully-followed asset-backed facilities and seller financing.
302-Innovation and Investment in Fintech
5/9/23, 3:45-4:45Jeff is a Vice President at State Street Global Advisors and a member of the Global Cash Business. In his role as Senior Sales Director, he is responsible for relationship management and business development for SSGA’s money market and custom short duration portfolios across corporations, municipalities, universities and insurance companies in the Northeast and Mid-Atlantic regions of the United States.
Prior to this role, Jeff spent five years in SSGA’s San Francisco office building out the western region of SSGA’s Global Cash Business, covering 12 states. Preceding SSGA, Jeff was a member of Neuberger Berman’s sales team in New York with responsibility for the distribution of mutual funds, separately managed accounts and private equity funds to Financial Advisors in the Southwest territory. Jeff started his career at UBS and Smith Barney in New York, serving in various high net-worth and institutional consulting roles across new business development, investment consulting and financial analysis.
Jeff earned his Bachelors of Science in Business Administration from Bryant University and holds FINRA Series 7 and Series 66 Licenses.103-Making Sense of Alphabet Soup: DEI, ESG & SRI
5/8/23, 2:15-3:15Brandon Semilof, Managing Director, joined StoneCastle Cash Management in 2010 and has 20+ years of investment management experience. Throughout his career, he is credited with helping create and launch innovative and unique cash management solutions that have helped to define and develop the institutional cash market. Prior to joining StoneCastle, Brandon was with Vanderbilt Avenue Asset Management, where he was head of sales and marketing. At Vanderbilt, he was successful in helping launch the first institutional liquid FDIC-insured cash management vehicle.
606-Optimizing Operating Cash Balances Beyond The Big Three
5/9/23, 9:15-10:15204-Best Practices in a Rising Rate Environment
5/9/23, 1:15-2:15 Andy joined Merganser in 2003 and serves as the Co-Chief Investment Officer. Andy is also the product team leader for our longer duration strategies, including Core and Intermediate Bond, with oversight for all product strategies. Prior to joining Merganser, Andy was a management consultant with the boutique consulting firm Sibson Consulting Group. Andy holds the CFA designation and graduated with a B.A from Northwestern University and an M.B.A from Massachusetts Institute of Technology.
106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk
5/9/23, 3:45-4:45 Holly Tennent is the Treasury Product Manager for Virtual Payables and Network Strategy at Bank of America. In her position, Holly plays a key role in shaping the B2B card and payables solutions strategy including fintech partnerships, client enhancements and supplier experience. Prior to joining Bank of America, Holly spent nine years at Bottomline Technologies, most recently in a solutions consultant capacity supporting Bank of America where she assisted clients with the functional and technical aspects of the Paymode-X solution. She believes in building lasting relationships and trusted partnerships, shown through her attention to detail and ongoing focus on the client experience. Holly is a graduate of St. Lawrence University where she was a national competitor on the Equestrian team.
503-Hi AP! It’s Time to Transform Your Supplier Relationships!
5/8/23, 11:30-12:30Professionally: GPS has been home for me the past 9 or so years. I work with great corporate clients, most of which have become friends now. At GPS, we provide web-based solutions with a personal/advisory touch and international financial advice to companies, which help minimize their currency risks and costs. I identify foreign exchange exposures throughout the company, use data and analytics to develop hedging strategies, participate in foreign exchange policy creation and amendments, and provide tools for secure payment processing. I’ve grown to love the foreign currency markets and am happy to share with you the GPS culture.
Personally: I am a Husband and Father. I’m passionate about Mental and Physical health and the role great food and nutrition play in improving both. I love participating in challenges (solo/groups) – I’ll most likely join you if asked. Lastly, I’m a novice magician.704-FX Risk Assessment Techniques & How to Use Them
5/9/23, 10:30-11:30101- Successful Roadmaps to Building DEI Impact in Treasury
5/8/23, 11:30-12:30Josh Trawick is an accomplished Sr. Data Scientist and Quantitative Risk Analytics professional at GPS Capital Markets. He possesses a keen ability to leverage his proficiency in machine learning, Python, R, and SQL to transform data into critical knowledge that leads to data-driven decisions. His creative problem-solving skills and passion for expanding his knowledge base have helped him achieve success in multiple domains, making him an invaluable asset to his team. As a graduate candidate pursuing an M.S. in Data Analytics, Josh aims to broaden his skillset and find innovative solutions to help clients mitigate foreign currency risk and reduce unnecessary expense.
As a native of Seattle, WA, Josh has always been drawn to the vibrant music scene that the city is known for. His passion for music runs deep, and he often attend concerts and festivals to catch his favorite artists live. In addition to music, he also enjoys spending time outdoors and playing golf. Whenever he gets the chance, he loves to travel and explore new places, immersing himself in new cultures and trying new things.704-FX Risk Assessment Techniques & How to Use Them
5/9/23, 10:30-11:30605-On Time Treasury: Do you need it and are you ready?
5/8/23, 2:15-3:15As an executive director in IBM, Yuhong Yin is currently responsible for IBM’s Business Analytics and Insights segment. She has a broad and rich experience in Data, AI, Automation and Cloud. She previously managed IBM’s Regtech and Fintech offerings, Health Insights Data pipelines, High Performance Computing products, and developer tools. She has in-depth knowledge in banking and financial services and is passionate about transforming these industries with technology. She holds a Master’s degree in “Engineering Management” from MIT Sloan Business School and a Master’s degree in computer science from Northeastern University.
301-The Tech in Fintech
5/9/23, 2:30-3:30
605-On Time Treasury: Do you need it and are you ready?
5/8/23, 2:15-3:15