Home > Speaker Roster

Keynote Speakers

Wednesday, May 5, 12:30 pm

Adam Steltzner
Leader & Chief Engineer, NASA Mars 2020 Mission, Rover Perseverance
“Into the Unknown: How Leadership, Ingenuity, and Perseverance Put a Rover on Mars”

Thursday, May 6, 12:30 pm

David Kelly
Chief Global Strategist, J.P. Morgan Asset Management

“Investing in Transition: A Guide to the Markets”

Session Speakers

A
Juan Enrique Arreola CFA, Hedge Trackers
Juan Enrique serves clients with their interest rate, foreign currency and commodity hedging needs throughout various international geographies and industry sectors. He has nearly two decades of technical accounting and finance experience, with expertise in U.S. GAAP & IFRS Hedge Accounting.

802-The Devil is in the Details: A Crash Course in Interest Rate Hedging
5/6/21, 4:00-5:00
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Emma Best, Wake Forest University

Emma Best is a Business law professor for Wake Forest University and corporate attorney with over ten years in-house, as well as 9 years developing and training new lawyers and undergraduates on both foundational business law and entrepreneurism. She is a regular speaker and author on compliance, entrepreneurship, and sustainability.


601-ESG – Triple Bottom Line
5/6/21, 1:30-2:30
Dan Caputo, Ascendant
Dan Caputo, VP Global Treasury Solutions at Ascendant, works closely with clients to provide customized online automated payment solutions to meet the changing needs of organizations in an increasingly global world. He has worked closely with clients and the Ascendant development team to implement new functionality, including products such as Payee Intelligence™. Dan brings over 20 years of foreign exchange payment experience, with 9 of those years spent at Ascendant.


703-How Digital Payment Innovation is Turning Checks into a Dead Technology
5/6/21,- 2:45-3:45
Sean Carter, NEACH
  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.

203-Emerging Payments Innovation
5/5/21, 1:30-2:30
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Jerald David, Arca Labs
Jerald David is President at Arca Labs. In his role, Jerald leads the development of SEC-regulated digital securities products for investors and enterprises. Jerald brings with him over 20 years’ experience as a corporate director or member of the management team of both Fortune 500 and startup Exchanges, including CME, NYMEX, GreenX, and the Dubai Mercantile Exchange (DME). As one of the first employees at GreenX and DME, he helped build two successful global exchanges. Jerald holds a Bachelor of Arts degree in International Business with a minor in government from Franklin and Marshall College. Jerald has been in Digital Assets since 2015.

602- Digital Asset Adoption is Now: Corporate Treasurers Must Modernize
5/6/21, 1:30-2:30
Glenn A. Davis, PNC Bank
Glenn A. Davis has 30-plus years of banking and product management experience. In his current role as a solutions advisor in PNC’s Treasury Solutions Group, Glenn helps corporate and institutional organizations gain efficiencies for collection, payment, liquidity, information management and fraud prevention. He accomplishes this by recommending strategies to improve order to cash (streamlining and accelerating collections) and procure to pay (streamlining and extending working capital through different payments strategies.

603-Payments State of the Union
5/6/21, 1:30-2:30
Josh Deems, Fidelity Digital Assets
Josh Deems is Director of Business Development for Fidelity Digital AssetsSM, which provides enterprise-grade digital asset solutions for institutional investors. Josh has extensive experience covering the public and private applications of blockchain and cryptocurrencies and was previously an Assistant Vice President within State Street’s Emerging Technologies Center. Prior to State Street, Josh spent six years as a management consultant in the asset management sector. Josh holds a B.B.A. from the George Washington University.


602-Digital Asset Adoption is Now: Corporate Treasurers Must Modernize
5/6/21, 1:30-2:30
Carolyn DeVar, J.P. Morgan

801-Navigating Business Resiliency, Cyber and Fraud Threats During COVID-19
5/6/21, 4:00-5:00
Stacy Diamond, Wells Fargo
Stacy Diamond has over 30 years’ experience in financial services and has held leadership positions with Wells Fargo in Community Banking, Operations, Marketing, and Risk & Project Management prior to joining Treasury Management. Stacy has led merger & acquisition teams, managing the design & development of core processes and applications related to Treasury Management products & services and is currently responsible for the delivery of cash & depository services and customer experience using Wells Fargo’s enterprise Cash Vaults, 5,000+ Branches & 12,000+ ATMs. Most recently Stacy’s team developed ATM Bill Payments, a first to market solution, which allows commercial customers to accept cash payments from their consumers at all WF deposit accepting ATMs.
Stacy holds a BA from the University of Hawaii-Manoa. She is a Certified Treasury Professional.
Currently resides in Sacramento, CA along the American River and near the Sierra Tahoe Basin where, along with her husband & friends, she enjoys the outdoors, particularly hiking & cycling. Mom to two, Emma, a graduate student at the University of Washington, and Chris, actively serving with the 82nd Airborne, Fort Bragg in Fayetteville, NC.

403-Strategies to Effectively Manage Cash Collections in a Complex World
5/5/21, 4:00-5:00
Michael Draxton, U.S. Bank
Mike Draxton transforms how customers interact with U.S. Bank through measurable, best-in-class experiences, at every touchpoint across the customer journey. Some of his recent projects focused on the use of robotic processing automation, open application programming interfaces (APIs) and analytics.
Mike has more than 14 years of banking experience, having served the company in a variety of capacities across multiple lines of business. Before his current role, he supported the development and launch of Paysurance® powered by U.S. Bank and Enservio, a solution that enables the bank’s insurance carrier clients to provide their policyholders a faster, improved, digital claims payment experience. He also participated in the effort that enabled U.S. Bank to become the first financial institution to receive a real-time payment transaction via the RTP® network.
Since joining U.S. Bank right out of college in 2006, he also served as a strategic sourcing specialist and a senior financial analyst for procurement. Mike holds a bachelor’s degree in finance from the University of St. Thomas in St. Paul, Minnesota, and is based in the Minneapolis-St. Paul area.

503-APIs for treasury: is a little code a big deal?
5/6/21, 11:30-12:30
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Vicente Ferrer, Santander Bank

Born and raised in Madrid, Spain. Vicente completed his university studies in Spain with a bachelor in Law and a master degree in Commercial Law. After a few years working in the corporate consulting industry, Vicente complemented his training with a full time MBA in one of the top business Schools in Asia. Vicente has been working for Santander group in different locations including Spain, UK and US where he has been leading the US International Desk unit for the last 4 years supporting US corporation in their outbound efforts specially in Europe and LaTam.

301-Expanding Businesses in Latin America
5/5/21, 2:45-3:45
Raymond Gatland, Wells Fargo
Raymond Gatland is a Senior Vice President with Wells Fargo’s Treasury Management Product Management & Development Group.  Ray provides product leadership and strategy for Wells Fargo’s Check Collections and Lockbox product solutions.  Previously, Ray led the Treasury Management product team responsible for Wells Fargo’s wire transfer products. 
Ray joined the bank in 1992 after serving in the U.S. Army and has served in leadership roles in bank operations, information technology, business development, and product management.  Ray also previously served as the bank’s member of the board of directors of the Accredited Standards Committee X9, which develops financial industry standards in the areas of payments, securities, and information security.
Ray graduated from the Georgia Institute of Technology with a Bachelors of Science in Industrial Management.  He currently resides in Winston-Salem, NC with his wife, Susie.  Ray and Susie have two adult children. Ray stays active in the local community currently serving on two nonprofit boards and volunteering for Leadership Winston-Salem, the Moravian Music Foundation, and Senior Services Meals-on-Wheels.  Ray also enjoys singing in barbershop quartets and choruses.

403-Strategies to Effectively Manage Cash Collections in a Complex World
5/5/21, 4:00-5:00
Will Goldthwait, State Street Global Advisors
Will is a Portfolio Strategist at State Street Global Advisors. A member of the Global Cash and Global Fixed Income Investment Management Teams, he communicates the Teams’ investment strategy and performance to clients, consultants and prospects. He covers multiple sectors and vehicles, for active and indexed fixed income. Will received his BA from Roanoke College and has his Series 7 and 63.

102-New Reforms & Zero Rates: What’s Different This Time
5/5/21, 11:30-12:30
Anthony Guide CTP, PNC Bank
As an international advisor for PNC’s International Advisory Team, Anthony Guide consults with corporates to review their international business and recommend best practices, payment efficiencies and risk mitigation strategies. Prior to joining PNC, he worked for 10 years in corporate treasury for a large multinational consulting firm.

701-Navigating Unchartered Waters: Considerations for Managing Cash Globally
5/6/21, 2:45-3:45
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Nina Hanselmann, U.S. Bank
Nina provides clients with counsel and thought leadership specializing in digitization strategies, including new electronic payment types and distributive technologies application around business process optimization. She is part of a customer-experience team responsible for executing, coaching and continually enhancing the U.S. Bank treasury management engagement model.
Based in Milwaukee, Nina brings over 25 years of treasury management expertise. She’s had senior roles in sales management, payments product development, strategic partner alliances and correspondent banking. Prior to joining U.S. Bank in 2014, she worked for several leading treasury management providers. Nina holds a Bachelor of Business Administration from the University of Notre Dame.

503-APIs for treasury: is a little code a big deal?
5/6/21, 11:30-12:30
Charles R. Hills CPA, L&V Partners
Charles Hills is a licensed certified public accountant and tax executive with over 30 years of experience in corporate management and accounting.  He has significant expertise in federal, state, and international tax regimes.  His career spans Ernst & Young, Digital Equipment Corporation, EG&G, Inc., and PerkinElmer, Inc. where he led the tax audit function for over a decade.  Charles currently leads the Tax Services Practice at L&V Partners.

801-What Treasury Ought to Know About Tax
5/6/21, 4:00-5:00
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Daniel Keleher, U.S. Bank
Daniel Keleher is a technical Group Product Manager at U.S. Bank reporting up through the Open Banking division. Daniel oversees a team of product managers and analysts that plan and design the delivery of Application Programmable Interface (API) Platforms fueling innovation, new partnerships and monetization opportunities at the Bank. Prior to his time at U.S. Bank, Daniel led product development and digital transformation efforts in the airline, banking and retail industries.
Daniel holds a bachelor’s degree in business administration from the University of New Hampshire and currently lives in the Greater Boston Area.

503-APIs for treasury: is a little code a big deal?
5/6/21, 11:30-12:30
Brian Kalish, Kalish Consulting, Inc.
  In addition to Brian’s robust consulting and advisory practice, he is available as a public speaker addressing many of the most topical issues facing Treasury and FP&A professionals today. He has spoken all over the world to audiences both large and small. He also writes in a regular basis.
He is an Expert-in-Residence (EIR) at eCapital Advisors, headquartered in Minneapolis, Minnesota.
Brian is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtables and events in North America, Europe, Asia and South America. He is an Adjunct Professor at Florida International University (FIU) in Miami, Florida and Former Executive Director – Global FP&A Practice at AFP.
He has over 25 years experience in Finance, FP&A, Treasury and Investor Relations. Prior to joining AFP, he held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae.
Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

201-RPA for Treasury and FP&A: Where’s the Value
5/5/21, 1:30-2:30
Tracey Ferguson Knight, HighRadius Corporation
Ms. Knight evangelizes the benefits of treasury departments’ effective use of technology to raise treasury’s profile and make treasury departments a true strategic partner to the business.  Currently at HighRadius, she is excited to be on the cutting edge of treasury technology using artificial intelligence taking cash forecasting to the next level.
With over 25 years of treasury experience, she has helped hundreds of companies select and implement technology to transform their treasury departments.  Experienced as both a practitioner and vendor, she brings a unique combination of knowledge and skills to truly understand a company’s current state and help them see what their future state can become.
She has direct experience in consulting, product demonstrations, implementations, and training across many treasury disciplines including cash forecasting, cash management, risk management, and accounting.
She has a BS in Economics from the Wharton School at the University of Pennsylvania and is a popular and frequent speaker at local, regional, and national Association of Financial Professional (AFP) events.

402-The Future of The Treasury is Leaving Excel in The Past
5/5/21, 4:00-5:00
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Leticia Lim, J.P. Morgan
Leticia Lim is the WHEM lead for Virtual Account Management in Commercial Bank Global Liquidity Solutions. Leticia joined J.P. Morgan Chase 15 years ago and most recently worked in the Corporate and Investment Bank Treasury Services Global Payments Strategy Product Management team, responsible for driving commercialization agenda around client value-added capabilities with the key focus on the Virtual Account Management product.
Before moving to New York in 2016, Leticia held various regional product management lead roles in Singapore and Hong Kong, including APAC lead for Global Payments Strategy, working closely with clients and global stakeholders on business prioritization of the regional requirements. Prior to that, Leticia was the APAC lead for Global Clearing and was the regional lead in North Asia and subsequently in South Asia responsible for developing in-country payables and receivables products capability to support corporate expansion.

401-The Value of Virtual Accounts to Digitize and Simplify Cash Management
5/5/21, 4:00-5:00
Heather Magaha, Wells Fargo
403-Strategies to Effectively Manage Cash Collections in a Complex World
5/5/21, 4:00-5:00
Paul Magan, Federated Hermes Liquidity Management
Paul Magan leads business development efforts for the northeast within Federated Hermes Liquidity Management division. He joined Federated Hermes in 2004. Paul has over 15 years of experience working with Federated Hermes bank, brokerage and technology partners on liquidity management solutions. For the past 5 years Paul has also covered corporate, higher education and asset management clients of the firm.  Paul earned his bachelor’s degree and MBA from Fordham University.

501-Investment opportunities inside the Liquidity Continuum – Investment perspectives for corporate cash in a low interest rate environment
5/6/21, 11:30-12:30
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.

103-One Bank’s Evolution into Real-Time Payments
5/5/21, 11:30-12:30
Carolyn Markowski, HSBC Bank USA, N.A.
Carolyn has been with HSBC for over 25 years having held a range of Treasury roles over her career including Product Management for Commercial Deposits, Online Banking, Remote Deposit Capture and Liquidity Sweeps. Currently Carolyn manages Treasury Product Engagement where she partners with Global Liquidity & Cash Management Treasury Sales and Product teams to engage clients on innovative initiatives. She enjoys public speaking and has delivered treasury presentations at several conferences including AFP, Windy City Summit, Global Concepts and BAI.

101-Merger + Pandemic = Successful Treasury Projects
5/5/21, 11:30-12:30
Senofer Mendoza, Mendoza Ventures
Senofer Mendoza is a founder and General Partner of Mendoza Ventures, a Boston based pre-seed Fintech, AI, and Cybersecurity venture capital firm. After having a career in enterprise sales and hospitality design, she began Mendoza Ventures to address the growing funding gap in the pre-seed investment stage. The firm was launched in January of 2016 and invests internationally in the Cybersecurity, AI, and Fintech space.
She is a published author, innovator, and thought leader in the technology, startup, and VC space with a passion for equity and diversity.

601-ESG – Triple Bottom Line
5/6/21, 1:30-2:30
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Abbey Novack, Bank of America

601-ESG – Triple Bottom Line
5/6/21, 1:30-2:30
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Jonathan Paquette, TIS (Treasury Intelligence Solutions)
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.

302-Understanding Your Biggest Fraud Threats
5/5/21, 2:45-3:45
Sid Pattanam, West Monroe
Sid is a manager in the West Monroe Financial Service practice with 15 years of experience working as a banker in treasury management leadership roles in sales, marketing, and vertical industries. Currently, Sid collaborates with commercial banks to develop strategies on customer experience, revenue enhancement, product development, sales and marketing, onboarding, risk management, technology, and organizational alignment.

502-The Easy Index: How Corporates Should Evaluate their Banks
5/6/21, 11:30-12:30
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Lana Skryabina, The Clearing House
Lana joined TCH in 2019 as the RTP Product Advocate.  In this role she is tasked with driving product adoption and usage of the TCH Real Time Payment Network by US banks and their customers. Lana holds a BBA degree from the City University of New York Bernard M. Baruch College and an MBA from Pace University’s Lubin School of Business.

 

103-One Bank’s Evolution into Real-Time Payments
5/5/21, 11:30-12:30
Rayne Steinberg, Arca Labs
Rayne Steinberg is Chief Executive Officer at Arca. In his role, Rayne leads the overall direction of the company and is responsible for securities structuring and risk management. Rayne has a rich history of financial and entrepreneurial success with nearly two decades of experience. Prior to founding Arca, Rayne co-founded asset management company, WisdomTree. There, he was responsible for raising capital, creating intellectual property and building and overseeing the sales team responsible for raising $50 billion in ETF AUM. Rayne holds a Bachelor of Science Degree in Economics from the Wharton School of Business.

602-Digital Asset Adoption is Now: Corporate Treasurers Must Modernize
5/6/21, 1:30-2:30
Nick Tripodes CFA, Federated Hermes Liquidity Management
Nick Tripodes is responsible for portfolio management and research in the global fixed-income area concentrating on both U.S. and non-U.S. asset-backed and non-agency mortgage-backed securities, as well as other structured products.
He has more than 25 years of investment experience. Prior to his current position, Nick was a senior financial analyst and corporate business controller at Federated Hermes.
Nick earned a bachelor’s degree from Carnegie Mellon University and an M.B.A. from the University of Pittsburgh. He is a member of the CFA® Society of Pittsburgh.

501-Investment opportunities inside the Liquidity Continuum – Investment perspectives for corporate cash in a low interest rate environment
5/6/21, 11:30-12:30
Betty Tudisco CTP, Gannett Media Co.
Betty Tudisco has over 35 years of Treasury experience having worked the majority of her career for several International Banking Institutions within Treasury Management and International Banking. Betty is currently a Treasury Consultant working with Gannett Co., Inc. where she partners with the Treasury team to manage new product implementations and assists in Treasury projects related to acquisitions and divestitures. Betty has held officer positions with the AFPWNY as well as served on the conference program committee for the national AFP conference.  She is a Certified Treasury Professional.

101-Merger + Pandemic = Successful Treasury Projects
5/5/21, 11:30-12:30
Constantine Tyraskis, Zanders Treasury & Finance Solutions
Constantine Tyraskis is a Senior Manager at Zanders. He has a broad focus on treasury projects from strategy, risk and organization projects, to technology optimization and implementation work. Prior to joining Zanders, Constantine spent approximately four years within the Corporate Treasury department of Seadrill.
Constantine holds an MSc in Finance where he specialized in Corporate Finance. Over the last few years Constantine has become a renowned LIBOR expert within Zanders, guiding several corporates through the LIBOR transformation journey. Constantine has recently spoken on multiple events on the LIBOR transformation topic and its impact on the system landscape.

202-LIBOR Reform: System readiness for tracking and valuing of financial instruments
5/5/21, 1:30-2:30
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Mark Weiss CFA, Federated Hermes Liquidity Management
Mr. Weiss is a Senior Portfolio manager responsible for day to day management of prime and government liquidity portfolios. He has been with Federated Hermes since 1994 and has worked in investment management since 1997.
Mark has received the Chartered Financial Analyst designation. He holds a B.A. in Economics and Finance from the University of Pittsburgh and a M.B.A. in Finance from the Katz Graduate School of Business at the University of Pittsburgh.

501-Investment opportunities inside the Liquidity Continuum – Investment perspectives for corporate cash in a low interest rate environment
5/6/21, 11:30-12:30
David Wexler, West Monroe
Dave is a business development executive in the West Monroe Financial Services practice. With over 25 years of experience in senior TM roles, Dave was previously Director of Treasury Management, Business Banking at Citizens Bank, and before that was EVP / Director of Treasury Services at Rabobank, NA. He had responsibility for Treasury / Cash Management, Trade Services and FX at both banks. Prior to joining Rabobank, Dave was a Principal at Treasury Strategies, working with corporates and financial institutions to develop practical strategic solutions to the key issues they faced.

502-The Easy Index: How Corporates Should Evaluate their Banks
5/6/21, 11:30-12:30
Andrew Yeates, Wells Fargo
Andy Yeates is a Senior Vice President and Treasury Management Divisional Sales Manager for the Middle Market Banking Group in Wells Fargo’s Treasury Management Division.  As a sales manager for the Northeast division he is responsible for leading a team of Treasury Sales Consultants working closely with clients to optimize their working capital and cash flow through a consultative approach.
With 32 years of banking experience, Andy has been with Wells Fargo since April, 2013.  Prior to joining Wells Fargo Andy spent 11 years with HSBC Bank USA where he had responsibility for managing their Large Corporate and Middle Market sales organizations in the US, consultatively marketing their domestic and international Transaction Banking services to on-shore and off-shore corporations.  Andy began his banking career with Chase Manhattan Bank, a graduate of their Executive Management Program, having held several roles within their Cash Management organization over the course of 13 years.
Andy is a graduate of Geneseo State University with a BS in Business Management. He is also a Certified Treasury Professional 

403-Strategies to Effectively Manage Cash Collections in a Complex World
5/5/21, 4:00-5:00
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