Home > Speaker Roster

Keynote Speakers

Wednesday, April 24, 1:30 pm

Tom Gartland
Author, Former President – Avis Budget Group

“Leading with the Heart”

Thursday, April 25, 1:30 pm

David Bridges
Senior Political and Security Analyst, Fidelity

The Impact of Geopolitical Disruption on the Markets

Session Speakers

A
Craig Allocca, Aetna, Inc.
Craig has been with Aetna for 27 years, managing the Liquidity and Banking Services teams for the past 15. Craig’s teams are responsible for the calculation of daily investable positions, cash flow forecasting, cash strategy / planning and the execution / confirmation of all cash transactions. Craig’s teams partner very closely with Capital Management and Investment teams to develop long term cash strategies, optimize the deployment of cash, and ensure adequate liquidity across the enterprise.

207-Modernizing Today’s Treasury Organization
Thursday, 8:30-9:30
B
Zak Bender, SWIFT
606-SWIFT GPI for Corporates
Thursday, 10:00-11:00
Amy Beninato, Deutsche Bank
606-SWIFT GPI for Corporates
Thursday, 10:00-11:00
Keith Bergman, Zanders Treasury & Finance Solutions
Keith Bergman is a Director at Zanders in the USA. His is responsible for the corporate treasury & risk practice. Prior to joining Zanders he was Managing Director of the Ledgewood Advisory Group.
Keith has over 20 years experience working with multinational corporations and financial institutions. He has advised in the areas of system review, selection and implementation as well as help implement hedge accounting. Mr. Bergman has been an International Treasury Accounting Controller for a large multinational corporation where he help improve operational efficiencies, manage the supply chain and debt financing accounting operations and oversee the TMS application.
He holds a BS degree in Accounting and a MBA degree in Finance.

703-The Power of Data – How Today’s Treasury Technology Will Change
Wednesday, 10:00-11:00
Steven Bernstein, J.P. Morgan
Steven Bernstein currently serves as US and Global ACH business development manager.  He works extensively with JPMorgan’s clients across the bank, providing solutions for ACH and electronic payments.  Previously he worked within EDI, Check Processing and Institutional teams.
Steve is a frequent speaker at key financial services events such as AFP and NACHA.  He is a graduate of Cornell University.

503-The Future of Payments is Now
Wednesday, 2:30-3:30
Kirk Black, CTP, BNY Mellon
BlackMr. Black is a Vice President of BNY Mellon and the Treasury Investments Senior Relationship Manager. He is responsible for BNY Mellon’s treasury investment products.
Mr. Black has been with Mellon now BNY Mellon since 2000. He spent his first several years with the company working for Mellon Financial Markets LLC (MFM), Mellon’s broker/ dealer subsidiary, where he specialized in providing investment banking services to clients including capital formation, M&A advisory, and leveraged finance. Prior to joining Mellon, Mr. Black was a Business Advisory Senior with Arthur Andersen, LLP.
Mr. Black holds a BS from The Pennsylvania State University Smeal College of Business and a MBA from the Katz School at The University of Pittsburgh. Mr. Black is a Certified Treasury Professional and Certified Public Accountant as well as a Registered Representative with FINRA.

102-Fed Tightening and Rising Yields–Strategies for Treasury Investing
Wednesday, 11:30 -12:30
Christopher Bozek, Santander Bank, NA
Mr. Chris Bozek is Managing Director and head of working capital solutions at Santander Bank NA, leading a team that is focused on delivering globally integrated card, trade, and supply chain solutions that enable business of all sizes to streamline and digitize payment processing, manage currency and counterparty risk, and optimize working capital – enabling each to profitably grow their business, selling and sourcing more efficiently in more markets. Mr. Bozek is committed to digitizing and simplifying how businesses transact, advancing leading-edge projects in Blockhain, and paper-to-electronic processing. With a strong interest in helping address challenges to close the trade finance gap for small and mid-sized U.S. exporters, he was appointed by the U.S. Secretary of Commerce as the Inaugural Chair of the Trade Finance Advisory Committee, holding that position through 2017.

501-Payments as a Working Capital Tool
Wednesday, 8:30-9:30
Amanda Breslin CFA, CTP, Chatham Financial
Amanda leads Chatham’s Corporate Treasury Advisory group, advising corporate clients on risk management strategy, analysis, and execution with respect to interest rate, currency exchange rate, and commodities exposures. During her tenure at Chatham, Amanda has developed broad hedging experience advising corporate clients on complex FX hedging strategies, and advising real estate clients on issues pertaining to REIT structures and in navigating the process of collateral substitutions. Prior to joining Chatham, Amanda was an officer in the Army serving in both Germany and Afghanistan. Amanda received her MBA from The Wharton School at the University of Pennsylvania and a Masters in International Relations from the University of Oklahoma. She also holds a BS in Business Administration from Cal Poly, San Luis Obispo, and has earned the designations of Chartered Financial Analyst (CFA) and Certified Treasury Professional (CTP).

401-Market Impacts on Financial Risk Management for Corporates
Wednesday, 10:00-11:00
Jim Brunnquell, CTP, Phoenix-Hecht
For the past ten years, Jim has been a senior relationship manager at Phoenix-Hecht, handling the firm’s relationships with U.S. national and regional banks. Phoenix-Hecht is an industry leader in corporate treasury management information services, and is best known for the Postal Survey™, Blue Book Compensation Review (BCR)™, Treasury Management Monitor™, and Quality Index™.
Prior to joining Phoenix-Hecht, Jim was with Girard Bank, Mellon Bank, and Citizens Bank for 34 years; holding various lending, management, and sales positions in Credit Policy, Business Banking, Commercial Banking, and Treasury Management.
Jim has been a CTP since 1997, has a B.A. in Economics from Gettysburg College, and is a speaker at numerous regional AFP conferences.

210-Do You Have the Right Banks?
Thursday, 2:30-3:30
Daniel Byrnes, Kering Americas, Inc.
Kering is a global luxury group managing the development of a series of renowned houses in Fashion, Leather Goods, Jewelry and Watches: with brands including Gucci, Saint Laurent, Bottega Veneta, Balenciaga, Alexander McQueen and more.

206-How to Manage a Successful Merchant Services RFP
Wednesday, 2:30-3:30
C
Blaine Carnprobst, CTP, PNC Treasury Management
Blaine Carnprobst is the Receivables Product Advisor in the Treasury Solutions Group (TSG) within PNC Treasury Management. Blaine partners with PNC product management, operations and sales to represent a robust set of receivables services that comprise PNC’s A/R Advantage Suite. Blaine joined PNC in April 2017 after more than 30 years of supporting treasury services through operations, product management and business strategy at two other financial institutions.

209-Bridging the Gap – Confronting the Challenges with Receiving Decoupled Payments
Thursday, 8:30-9:30
Sean Carter AAP, 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.

505-What is Speed without Direction? What Does Faster Payments Really Mean?
Wednesday, 11:30-12:30
308-Driving Strategic Alignment from The Front Lines to the Board Room

Thursday, 4:00-5:00
Eduard Casajuana, Santander Bank
Eduard heads the International Banking Group for Santander Bank in the U.S. His team is responsible for all aspects of the Bank’s broad range of international services to Corporate and Commercial Banking clients. Prior to that, Eduard assumed a variety of leadership positions in Global Transaction Banking and Corporate and Investment Banking at other Santander units abroad. Prior to Santander, Eduard worked for Lloyds Bank Plc and KPMG. Eduard holds a B.A. and a M.B.A. from ESADE, Barcelona, and a CEMS Master Degree from H.E.C., Paris.

604-Expanding Businesses in Latin America
Thursday, 2:30-3:30
Elyse Cherry, BlueHub Capital
Elyse Cherry is Chief Executive Officer of BlueHub Capital, formerly Boston Community Capital (BCC), and President of its affiliates, Aura Mortgage Advisors and NSP Residential. Ms. Cherry helped found BCC in 1984 as a member of its original Board of Directors and became CEO in 1997. Since then, she has led the development and growth of the organization, including its rebranding in 2018 as BlueHub Capital. Today BlueHub Capital is a national model for community investment that has invested over $1.5 billion and leveraged $7 billion of public and private investment to help build healthy communities where low-income people live and work.
Ms. Cherry’s political and civic involvement encompasses community development, health, education, environment, and LGBTQ activism. The Obama White House named her a Solar Champion of Change for pioneering efforts to bring the benefits of solar energy to low-income communities. She served on Governor Deval Patrick‘s transition team and was then appointed to the Massachusetts Governor’s Foreclosure Impacts Task Force and the Advisory Committee to the Massachusetts Office of Consumer Affairs and Business Regulation. She is a past Chairman of the Massachusetts Cultural Council and chaired the board of Mass Equality during that organization’s fight for marriage equality in Massachusetts.
She has served as Vice Chair of Opportunity Finance Network, a national organization of community development financial institutions, and on the boards of more than a dozen privately held companies. She currently serves on the board of The Forsyth Institute and the Board of Trustees of Eastern Bank.
Ms. Cherry has received numerous awards and recognitions, including The Boston Business Journal’s Power 50 list of influential Bostonians, and the Susan M. Love Award, Fenway Health. The Financial Times named her one of the Top 100 OUTstanding LGBTQ Executives in the world for three years in a row; and Women’s eNews named her one of 21 Leaders for the 21st Century. In 2017 she received the Alumnae Achievement Award from Wellesley College.
Ms. Cherry is an attorney and a former partner at the law firm of Hale and Dorr, now WilmerHale, where she focused on commercial real estate finance and development. She was also CEO of Earthwide Products Corp., an investment fund targeting environmental businesses; vice president and counsel of SRB Corp. (a subsidiary of Plymouth Rock Assurance Corporation); a field examiner at the National Labor Relations Board; and a VISTA volunteer in east Tennessee. She is a graduate of Wellesley College and the Northeastern University School of Law where she delivered the student commencement address.
An accomplished public speaker and author, her opinion pieces have appeared in The New York Times, The Washington Post, The Los Angeles Times, The Philadelphia Inquirer, and The Baltimore Sun, among others.

709-Fintech’s impact to Human Resources and Talent Management
Wednesday,10:00-11:00
Christina Clarke, John Hancock Financial
Christina is an operational lead and interface between operations staff within the business product lines and operational lawyers.  She identifies risk issues within the day to day operations and implements solutions and drives successful outcomes without litigation.  She reviews legal documents of fiduciary agents of customers and negotiates with estate representatives on a variety of settlement matters.  She provides legal support to annuities, group pension close outs, retained asset accounts, long term care insurance and premium financing agreements with foreign nationals.

405-“I’m my grandmother’s POA, and I want to….”  Do you let them?  How to deal with customer’s fiduciary agents, the analysis and the risks
Thursday, 4:00-5:00
Peter Crane, Crane Data
Peter G. Crane is President & CEO of Crane Data, a money market and mutual fund information firm. Crane Data is the publisher of Money Fund Intelligence, a monthly report that includes news, performance and indexes on money market mutual funds and the cash investment industry. Crane was previously Vice President & Managing Editor of iMoneyNet, and was previously editor of investment newsletters Donoghue’s Money letter and Fidelity Insight. He is also author of Mutual Fund Investing on the Internet (AP Professional, 1997). Mr. Crane studied economics at Brown University.

105-A Closer Look at Money Fund Transparency & Disclosures
Thursday, 4:00-5:00
D
Joey Dembek, Optimized Payments
Joey Dembek is the VP of National Accounts at Optimized Payments Consulting (OPC).  As an independent consultancy, OPC has managed over 35 RFPs through its 11-year history as an organization.  In addition to RFP Management, Joey has managed many other projects to help large organizations reduce their processing costs.  Joey has over 11 years’ experience in payments costs and acquirer pricing strategies.  Joey earned a Bachelor of Business Administration and Statistics degree from the University of Tennessee.

206-How to Manage a Successful Merchant Services RFP
Wednesday, 2:30-3:30
Davide I. di Gennaro, Pricewaterhouse Coopers LLP
Davide is a Director in PwC’s Advisory Financial & Treasury Management Practice specializing in treasury and risk management consulting. Davide has over 20 years of experience assisting global corporations and financial services organizations with treasury and risk management issues such as financial risk management, liquidity management, treasury operations, treasury organization design, treasury governance and oversight, treasury integration/carve-out, and treasury technology.  Prior to joining PwC, Davide held leadership positions with Ernst & Young Treasury Services practice, Merrill Lynch and Mellon Bank.
Davide holds the Certified Treasury Professional (CTP) credential from the Association for Finance Professionals (AFP). He has an M.B.A. degree in Finance from the University of Pittsburgh and an M.A. in Public and International Affairs from the University of Rome, Italy.

208- The Next Digital Treasury Revolution is Now – How Emerging Technologies are Transforming Treasury
Thursday, 10:00-11:00
Delores Dupras, Amica Mutual Insurance

Delores Dupras is the lead treasury accountant for Amica, a national writer of property/casualty and life insurance. With more than 18 years of unclaimed property experience, she administers all aspects of the unclaimed property process for the company, with a specialty in state reporting, due diligence and check replacements.

211-Escheatment- Compliance and Best Practices-Are we there yet?
Thursday, 4:00-5:00
Bob Dyckman, Orbian
Bob Dyckman is Director Buyer Originations at Orbian. Bob has a wealth of experience in providing Supply Chain Finance and Working Capital solutions to some of the largest companies in the world. Prior to joining Orbian, Bob held executive positions at Mizuho Bank, BNY Mellon, Wells Fargo and Citi.
Bob has authored a number of articles on Supply Chain Finance and has been a featured speaker at numerous financial services conferences.
Complimenting his undergrad degree at Villanova University, Bob received his MBA from Seton Hall University.

305-How are organizations  advantaging Supply Chain Finance?
Thursday, 8:30-9:30
E F
Laurel Egan Kenny, Turningpoint Communications
Laurel Egan Kenny, MSCM, MBA, is President of Turningpoint Communications, a marketing communications and business development support firm promoting clients’ best practices and thought leadership, as well as engaging client’s customers and centers of influence in dynamic and compelling ways – through educational engagements, in marketing and sales communications, at strategic events, in the media and in the communities they serve. In short, Laurel works closely with her treasury management focused banking and servicing clients to help them engage key constituents, sell more and grow.
Laurel founded Turningpoint 11 years ago, after 13 years’ building and leading marketing and sales teams for two large, global Fortune 100 financial services firms in wealth and treasury management divisions.
Laurel currently serves on several Boards of Directors, including the Dallas Association for Financial Professionals (as Communications Chair). She is a multi-year, award-winning Regional Officer of the national Association for Financial Professionals (AFP) organization and was a past president and officer of the New England Association for Financial Professionals (2012-2013). Laurel provides organizational strategy, marketing, membership and sponsorship for the Detroit TMA and Mid Atlantic AFP organizations.
Laurel presents nationally on treasury management related topics, as well as on Marketing and business development best practices, including Social Media, Thought Leadership.  She earned MBA, MS (Communications Management) and BA (English and Communications) degrees from Simmons College, Boston.  She lives south of Boston, Massachusetts with her husband Jay and three school-aged children.

403-Your Data for Hire and Sale: a Marketer’s and a Hacker’s Perspectives
Thursday, 8:30-9:30
Ashley Eknaian, Eastern Bank

705-Financial Services and Technology: A view of the current landscape
Thursday, 8:30-9:30
G
Amy Gindel, Boston Properties

903-Real Estate Industry Roundtable
Thursday, 8:30-9:30
James Glassman, J.P. Morgan
James Glassman provides market insights to help clients better understand the changing economy and its impact on their business. He works closely with the firm’s Corporate Sector, including the Chief Investment Office and Investor Relations, as well as the Investment Bank.
He holds a PH.D. from Northwestern University.

302-Running with Bulls – Keeping Up With Economic Expansion
Wednesday, 10:00-11:00
Anthony Guide CTP, PNC Bank
As a member of PNC’s International Advisory Services team, Anthony Guide focuses on supporting corporate clients doing business internationally and assists them in formulating strategies to overcome any global challenges they may be facing.
Guide has 11 years of overall treasury experience. Prior to joining PNC, he worked for 10 years in corporate treasury at Hay Group, a multinational HR and management consulting firm with office locations in 49 countries.
Guide is a certified treasury professional and holds an M.B.A. from Drexel University.

602-Passport to the East: Doing Business in China
Wednesday, 10:00-11:00
Jagathi Gururajan, FinTech Women
Jagathi brings deep experience in global operations for high growth and turn-around companies that deliver emerging technologies. She builds commercially successful businesses with referenceable customers and has a track record in developing diverse, sought-after teams.
With a current focus on applying technologies like artificial intelligence, blockchain and data science to Financial Services, Jagathi leads companies through the complexity of managing new technology adoption through digital transformation and in an evolving regulatory environment.
Jagathi serves on the boards of Envel, a digital AI bank, The Boston Club and is an Advisor to the board of Cultured Kids. Noticing a gap in the industry, Jagathi recently founded FintechWomenUSA, to promote women advancement and diversity in fintech.
Her recent experiences include executive leadership for two global organizations at Thomson Reuters, and COO at venture-backed SaaS provider, WegoWise.
Jagathi’s career began in Hong Kong with STAR TV, a subsidiary of News Corp. Subsequent career moves have taken her through Asia, Europe and across the United States.

705-Financial Services and Technology: A view of the current landscape
Thursday, 8:30-9:30
708-Artificial Intelligence and next-gen Process Automation
Thursday, 4:00-5:00
H
Craig Haymaker CPA, HedgeStar
Mr. Haymaker is Chief Operating Officer of HedgeStar where he oversees the hedge accounting and valuation groups.  He is a subject matter expert in hedge accounting with over nine years of professional accounting and audit experience.  His experiences includes positions with Deloitte & Touche LLP and Liberty Mutual Group with a focus on investments and capital markets.  Most recently, he held the position of Audit Project Manager in Corporate Audit Services at U.S. Bank within the Enterprise Risk Management and Corporate Treasury/Basel groups.

402-Managing and Accounting for Commodity Price Risk
Wednesday, 11:30 -12:30
Jonathan Heuser, J.P. Morgan
As Head of Global Trade for Commercial Banking, Jonathan Heuser is responsible for delivering Traditional Trade, Supply Chain Finance and Export Finance solutions to domestic and international clients.
Heuser joined the firm in 2001. In his prior role, he managed the Corporate and Investment Bank’s Supply Chain Advisory practice, leading the team’s efforts to provide corporate clients with powerful, sustainable working capital solutions.
He spent three years in Singapore, where he established the Global Trade Advisory, Trade Solutions Delivery, and Vendor Sales organizations.   His teams, based throughout the Asia, structured and delivered complex trade solutions for both corporate and financial institution clients.
During past assignments with J.P. Morgan, Heuser managed Global Trade Strategic Marketing and was responsible for Supply Chain Finance, Trade Sales and Advisory for the retail, apparel and consumer goods sectors; he has also managed the trade business for Latin America.
Prior to joining J.P. Morgan, Heuser held operational, managerial and consultative roles with Fritz Companies, Inc., now UPS Supply Chain Solutions.
Heuser holds a Bachelor of Arts in History from Trinity College and a Master of Business Administration from the Olin School of Management at Babson College, where he was selected as an Olin Fellow.  He lives in New York City with his wife and 3 year old son.

203-Optimizing Working Capital: Benefits of Supply Chain Finance Programs
Wednesday, 8:30-9:30
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 is currently a manager in the Tax Services Practice at L&V Partners.

304-What Treasury Ought to Know about Tax – Post 2017 Tax Cut & Jobs Act
Wednesday, 2:30-3:30
212-Blockchain, Cryptocurrency & Treasury Management
Thursday, 4:00-5:00
Peter C. Hohenstein, NACHA
Peter Hohenstein is Senior Director of ACH Network Administration where he supports the development of new innovative projects.  He works with industry participants creating consensus through the NACHA development and rulemaking processes.
Prior to joining NACHA in August of 2013 Mr. Hohenstein held a variety of roles in Global Treasury Services, and Regulatory Compliance during 25 years with Bank of America.  He has a B.S. in Business Administration & Finance from the University of Delaware.

508-Corporates Ask for “Sooner, Higher, and Later” Changes to Same Day ACH Payments
Thursday, 2:30-3:30
Markus Holzmueller, Treasury Intelligence Solutions
Markus is VP Sales North America at TIS. He holds a Master degree with a Major in Finance and has done a Bachelor studies in IT. Prior to joining TIS in 2015 he worked for an “old-world” On-Premise Software company. Since January 2018 Markus is responsible for the US market at TIS. Working at TIS means delivering a SaaS solution which transforms the way how corporate payments are made.

704- Why a TMS in Not Enough
Wednesday, 2:30-3:30
J
Timothy Johanson, Cargill Risk Management
Johanson is a director with Cargill’s risk management business.  His experience includes corporate hedging strategies primarily in energy markets, including crude oil, fuel oil, ethanol, natural gas and petrochemicals. Johanson joined Cargill in 2008, providing energy risk management advisory services. He is a member of the Association of Financial Professionals.

402-Managing and Accounting for Commodity Price Risk
Wednesday, 11:30 -12:30
K
Jeanne Keane, CTP, Staples, Inc.
Keane
Jeanne Keane is Assistant Treasurer for Staples, Inc. In her role, Jeanne is responsible for global cash management, cash flow forecasting , foreign exchange, the Company’s commercial paper program, investment portfolio and the treasury management system.

902-Retail Industry Roundtable
Wednesday, 2:30-3:30[/su_spoiler]
Ann Klein, AscendantFX
801-Women in Leadership
Wednesday, 11:30 -12:30
Adam Kruis, U.S. Bank
As a Working Capital Solutions Consultant, Adam helps companies optimize their cash conversion cycle by providing tailored consultations on their payables and receivables processes. As a financial optimization agent and process improvement specialist, Adam works with all levels of clients to streamline their processes, increase controls and reduce costs through industry expertise and emerging technologies. Trained and certified as an effective change agent and process improvement specialist, he works with clients to streamline those processes, increase controls and reduce costs.
He holds a Bachelor of Science in Finance from Illinois State University and Master of Business Administration from Northern Illinois University.

207-Modernizing Today’s Treasury Organization
Thursday, 8:30-9:30
502-The Art of Payment Technology Strategizing
Thursday, 4:00-5:00
L
Paul LaRock, Treasury Strategies, a division of Novantas
Paul manages client relationships and improves strategies and risk management operations for corporate treasury.  Paul has 20+ years of experience in corporate treasury management and operations.  His experience includes policy-making roles in the management of collections, disbursements and liquidity functions. He works for clients with needs in cash management, merchant card processing and treasury technology to increase operational efficiency and internal controls.

205-Mastery of Cash Forecasting in a Dynamic-Rate Environment
Wednesday, 2:30-3:30
Janice Leahy-Daniels, L&V Partners
“] Janice A. Leahy brings expertise spanning publicly-owned, billion dollar multi-national companies to small privately-held enterprises. Prior to founding L&V Partners, Janice directed tax, treasury, and trade compliance for GSI Group Inc., a multi-national technology company. Ms. Leahy has been a featured lecturer at Harvard Business School, and has served on the boards of Southern New Hampshire University International Finance Advisory, the New Hampshire International Trade Association (NHITA) and the Treasury Executives Institute, of which she is the founder.

212-Blockchain, Cryptocurrency & Treasury Management
Thursday, 4:00-5:00
Mike Lenihan, TMXpert Group LLC
Michael Lenihan is president of TMXpert Group, LLC, a treasury management consulting firm and is also a Senior Advisor with Redbridge DTA, Optimized Payments Consulting, and ESM Software.  For over 35 years, Michael held increasingly responsible positions in several global financial services companies including  Citibank, Bankers Trust Company, Fidelity Investments and State Street Bank where he was division executive of Global Treasury Management Services.
Michael earned his BS from Long Island University and completed an Executive Management program at Harvard University’s Kennedy School of Government.  Michael has published numerous articles on various topics in Treasury Management and has been a frequent speaker at national and regional industry conferences on best-practices in bank relationship management, rating agency relationship management, merchant card analytics, and payment innovations.

901- Practitioner Open Forum -What Do We Want From Our Banks
Wednesday, 8:30-9:30
204- Do You See Your Banks as a Necessary Evil or as Your Trusted Partner?
Wednesday, 11:30-12:30
308-Driving Strategic Alignment from The Front Lines to the Board Room
Thursday, 4:00-5:00
Marci Lerner, CTP, Hologic, Inc.
Marci is an accomplished Treasury and Finance Executive with a proven track record of success in building high performance teams and implementing transformational process and system improvements. Marci has cross-industry international experience in healthcare, retail, technology, manufacturing and consumer products. Marci’s specialties include: Leading global teams, designing new systems, streamlining processes, negotiating deals, solving problems, cultivating relationships, implementing systems and creating solutions.
Marci is a Certified Treasury Professional with an MBA in Accounting and a BS in Finance and Information Systems from Babson College.

204- Do You See Your Banks as a Necessary Evil or as Your Trusted Partner?
Wednesday, 11:30-12:30
205-Mastery of Cash Forecasting in a Dynamic-Rate Environment
Wednesday, 2:30-3:30
Steve LeRoux, Envel
705-Financial Services and Technology: A view of the current landscape
Thursday, 8:30-9:30
Amy Leslie AAP, J.P. Morgan Bank, N.A.
Amy is an ACH Product Executive at J.P. Morgan.  She manages a cross functional team of ACH Product Managers with responsibility for the end to end product strategy, development and delivery process.  Key areas of focus include business model management, risk and compliance, customer experience, product innovation and development, sales support and marketing strategy. She has held a variety of roles in ACH Operations Management.  She is currently a member of the NACHA Rules and Operations Committee, and has served on NACHA’s Risk Management Advisory Group (RMAG), and Risk and Quality Standing Rules Group.

508-Corporates Ask for “Sooner, Higher, and Later” Changes to Same Day ACH Payments
Thursday, 2:30-3:30
Casimer Leuridan, Zanders Treasury & Finance Solutions
Casimir Leuridan is a senior consultant at Zanders, a leading consulting company in Treasury, Risk & Finance. He joined  Zanders in 2016 and has been working extensively with multinational corporations transformation and improving treasury operation as well as implementing technology. Since 2018, Casimir has specialized in the compliance requirements for transfer pricing under the OECD. He has worked closely together with tax and treasury departments in assuring compliance and continues to provide advice for multinational corporations worldwide.
Casimir holds a BS degree in business engineering and a master degree in financial economics.

601-Treasury & Tax – How to Achieve BEPS & Transfer Pricing Compliance?
Wednesday, 8:30-9:30
Sean Locke, CTP, BrightSphere Investment Group
Sean joined BrightSphere Investment Group in 2007 as the Treasury and Projects Manager. He is responsible for the cash management, payables and seed capital processes for the Boston office and several affiliate firms. Prior to joining BrightSphere, he worked for Aviva Life Insurance Company, Fidelity Investments Life Insurance Company, and is a veteran of the United States Air Force.
Sean is a graduate from Northeastern University, is a Certified Treasury Professional (CTP) and a Past President of the New England AFP.

802-Why the CTP Credential?
Thursday, 2:30-3:30
Tom Lopes, Citibank NA
Tom Lopes is Senior Vice-President and   Payment Team Manager for Citibank’s Business & Commercial Banking Group, responsible for several Citibank payables capabilities which leverage Wire Transfer, Automated Clearing House, Check Disbursement and most recently, Real Time Payment (RTP).
He has over 30 years experience in the financial services industry, primarily at Citibank and Chemical Bank, and has held roles in customer service, operations, project management and most recently product management.
He participated in the development of one of the world’s original online consumer banking applications, Chemical Bank’s Pronto.  He managed the back office operation that supports two of Citibank’s online banking channels, Citibank Online and CitiBusiness® Online.   Tom managed Citi’s corporate ACH operation for 6 years before applying his expertise in Payment Products to a front office product development role. He assumed management responsibility over all Citi Commercial Bank Payment Products in 2015.
Tom is heavily involved in the Payment Industry and has spoken at numerous events such as AFP, NACHA Payments, TMANE, NYCE and Windy City Summit. He participates on and has chaired the EPN Business Committee and has sat on several industry forums including TCH Payment Association, NACHA Rules Work Group and recently NACHAs Risk Management Advisory Group.  He collaborates with Citibank peers  and industry colleagues on NACHA voting measures representing the Business & Commercial Banking Group, and works with other businesses at Citibank to help them respond to NACHA’s Requests for Comments as well as offers guidance on the implications of rules changes.

506-The Payments Landscape: Full Speed Ahead!
Thursday, 10:00-11:00
Jennifer Lum, Forge.AI
Jennifer Lum is the COO and Cofounder  of Forge.AI, a data company that creates fuel for intelligent machines. Prior to Forge, Jennifer helped build four startups through to acquisition by public companies – Adelphic (acquired by Time Inc), Quattro Wireless (acquired by Apple), m-Qube (acquired by VeriSign), and WebHosting.Com (acquired by AT&T).
Jennifer is an investor, board member, and advisor to startups and venture capital firms. Jennifer has been featured in the Harvard Business Review, New York Times, TechCrunch, Business Insider, and the Boston Globe.

705-Financial Services and Technology: A view of the current landscape
Thursday, 8:30-9:30
M
Richard Magrann-Wells, Adjoint
Richard Magrann-Wells is the Head of North America for Adjoint. Prior to assuming this role, he served as Executive Vice President of the Financial Institutions Group for one of the leading global risk advisors. Before entering risk advisory, Richard had a successful 25-year banking career. He has managed sales, trading and structuring teams for some of the biggest financial institutions.
He previously held senior positions with Willis Towers Watson, Merrill Lynch, Wells Fargo and Citibank, focusing on such areas as risk management, foreign exchange, syndicated loans, capital structuring and emerging markets. A regular contributor to financial publications, Richard writes about financial technology, blockchain, and the future of finance.
Richard completed his Master of Laws (LLM) degree in Banking and Financial Law at Boston University. He holds an MBA in Finance from New York University’s Stern School of Business, and an undergraduate degree in political science from the University of Southern California, Los Angeles. He received his law degree from UC Hastings College of the Law, San Francisco and has been a member of the California Bar since 1986. He mentors regularly at the Plug and Play Tech Center in Silicon Valley.

303-Blockchain for Recon and Audit
Wednesday,11:30-12:30
Jim Maimone CTP, Citizens Financial Group - Commercial Banking
Jim Maimone, CTP, SVP, Senior Payment Hub Product Manager, has over 20 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.

702-Making Two-Way Connectivity between Banks and Their Customers Simple
Wednesday, 11:30 -12:30
Seth Marlowe, CTP, CPCP, AAP, Wells Fargo
Seth Marlowe is a Senior Vice President, Treasury Solutions Consultant and Treasury Insights Leader with Wells Fargo’s Treasury Product Solutions Consulting Group. He works with large corporate and middle market customers with specialization in retail, consumer products, industrial, financial services and Fintech companies. Seth is widely known in the industry for his knowledge of treasury solutions, challenges and technology. He offers a unique perspective developed from 20+ years as a treasury practitioner and treasury technology analyst and consultant.
Seth joined Wells Fargo in 2010 as a migration consultant working with the bank’s most highly integrated Wachovia customers.  Prior to joining the bank, Seth was the head of product management for GE/GE Capital Corporate Treasury. He led GE’s global treasury workstation, bank connectivity and SWIFT efforts. Seth and his team were recipients of a 2009 Alexander Hamilton Award for treasury technology excellence.
Prior to GE, Seth was the Treasurer of Danone Waters of North America (Dannon/Evian) and was the Manager of Treasury Operations and Technology for PepsiCo. Seth began his career as a Systems Consultant with Ernst & Young.
Seth received an MBA/MIS from the State University of New York at Albany and a BA in Mathematics from the State University of New York at Binghamton. He is a CTP (Certified Treasury Professional), CPCP (Certified Purchasing Card Professional) and AAP (Accredited ACH Professional).  A native New Yorker, Seth resides in Stamford, Connecticut.

404-Beyond the Buzz: start your emerging technologies preparedness
Thursday, 2:30-3:30
Richard McCarthy, CTP, U.S. Bank

903-Real Estate Industry Roundtable
Thursday, 8:30-9:30

 

Ann McCormick, Bank of America Merrill Lynch
Ann F McCormick is director and leader of the Global Trade and Supply Chain Management Product Platform team in Global Transaction Services (GTS) at Bank of America Merrill Lynch. She is responsible for delivering a globally consistent client platform experience for all Trade Finance products. Additionally, she leads the strategy and execution of all global trade innovation as well as ensuring ongoing scale, compliance and flexibility to support the product roadmap and client needs.
McCormick rejoined the bank in 2011 from Bottomline Technologies where she was responsible for the overall profitability, growth and operational execution for the PayMode-X supply chain automation network.
Ann has over 25 years of experience in product development for cash management/supply chain automation and electronic payments product offerings.
Ann is a member of Universal Trade Network (UTN) for Blockchain. She resides in Portland, Maine.

303-Blockchain for Recon and Audit
Wednesday,11:30-12:30
John Medico, Citizens Commercial Banking
John Medico, SVP, is senior product manager at Citizens Commercial Banking is responsible for managing liquidity and commercial deposits as well as their online Liquidity platform. Prior to joining Citizens, John held senior level positions at Bank of America, Wells Fargo and TD Bank. He has 30+ years banking experience specifically in the commercial deposits space.

106-Navigating Liquidity in an Increasing Rate Environment
Wednesday, 8:30-9:30
Jenny Menna, U.S. Bank
Jenny Menna is a Senior Vice President and Cybersecurity Partnership Executive at U.S. Bank.  She leads the U.S. Bank Information Security Services Business Security Solutions organization which provides in-house compliance, security architecture, engineering and operations, risk and technology consulting services.  She also leads collaboration initiatives with industry and government to advance the cybersecurity posture of U.S. Bank, and the financial sector as a whole.   Her industry leadership roles include the Global Cybersecurity Alliance Strategic Advisory Committee, the Financial Top Level Domain Board of Directors, the OASIS Board of Directors, the Security & Risk Committee of Early Warning Services, and the Financial Services Information Sharing and Analysis Center’s Threat Intelligence Committee.
Jenny brings 20 years of experience in leadership roles in cybersecurity, information sharing, systems development and integration, and critical infrastructure protection.   Prior to joining U.S. Bank, Jenny held a variety of senior leadership positions in the Department of Homeland Security component responsible for securing federal, civilian, state and local government and critical infrastructure networks, as well as for coordinating cyber incident response.  Jenny received both her Bachelors and Masters degrees from the University of Chicago.  She is a Certified Information Security Manager (CISM) and a Visiting Fellow at the George Mason University National Security Institute.

406-Strength in Security: Securing our Digital Future- General Session
Wednesday, 4:15-5:15
David Mills, CTP, Houghton Mifflin Harcourt Publishing
401-Market Impacts on Financial Risk Management for Corporates
Wednesday, 10:00-11:00
Jason E. Moshos, HSBC Global Asset Management
Jason Moshos is a portfolio manager primarily responsible for the management of investment grade short duration portfolios. He joined HSBC Global Asset Management in May 2008 from AllianceBernstein LP, where he was a portfolio manager from 2003 to 2008 responsible for the management of money market funds as well as for managing fixed income financing activities. He has been working in the industry since 2000. Mr. Moshos holds a B.S. in Finance from California State University, Long Beach.

104-Rethinking the Fixed Income Portfolio
Thursday, 2:30-3:30
Meredith Moss, Finomial
Meredith Moss founded Finomial with a vision to automate compliance practices that impede revenue growth, add spiraling operational costs, and expose financial institutions to regulatory risk.   Under her leadership, global banks adopted Finomial’s innovative cloud platform for Compliant Client Lifecycle Management.  Meredith’s perspective on regulatory compliance is sought after by industry practitioners, as she synthesizes regulatory requirements into technology-driven operational practice.  In founding Finomial, Meredith brings 20 years of fintech experience from Credit Suisse, Lehman Brothers and Reuters, as well as strategy expertise from Monitor Company.  She earned her MBA at Harvard Business School and her BA at Brown University.

707-Fintech and Regulatory Management
Thursday, 2:30-3:30
Patricia Mullin, CCM, Cambridge Trust Company

904-Small Bank Roundtable
Thursday, 10:00-11:00
Jonathon Murphy, Hubbell Incorporated
As Assistant Treasurer of Hubbell Incorporated, Jonathon oversees technology change management within the Treasury function.  By levering technology over the last 10 years, Jonathon has helped shape Hubbell’s processes through integration of cash management and treasury related activities. Automation has played a key role allowing for the treasury team to support a growing enterprise.
Jonathon earned a Bachelor of Science in Finance from Stonehill College.

502-The Art of Payment Technology Strategizing
Thursday, 4:00-5:00
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Coleman Nee, Jr. CTP, Hasbro
CNee

901- Practitioner Open Forum -What Do We Want From Our Banks
Wednesday, 8:30-9:30
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Andrew Ostashen, Vulsec
Andrew Ostashen, Founder, President & CEO at Vulsec is a Virtual Chief Information Security Officer. Andrew graduated from Rochester Institute of Technology majoring in Information Security and Forensics. Andrew has assessed over 250 companies including hospitals, banks, casinos to quantify their risks. He has been in the cryptocurrency field conducting research and trading since the inception of Bitcoin.

403-Your Data for Hire and Sale: a Marketer’s and a Hacker’s Perspectives
Thursday, 8:30-9:30
Mary O'Toole, Bank of America Merrill Lynch
Mary O’Toole is a director and Senior Product Manager for Real Time Payments in Global Transaction Services at Bank of America Merrill Lynch. Mary leads the team responsible for executing the business strategy to develop and grow real time payment services in the US and globally, through product development, promotion and market expansion.
Before assuming her current role covering RTP, Mary led the ACH team for GTS, responsible for the delivery of the bank’s market-leading ACH services to clients across all business segments.
Mary joined the bank in 2002 through its predecessor, FleetBoston Financial. Previously, she worked at JPMorgan Chase. Mary began her career at MetLife in New York, where she worked in the corporate treasury organization leading paper-to-electronic payments strategy.
A graduate of Fordham University in New York, Mary holds a Bachelor of Arts degree in Political Science and a Master of Business Administration degree in Financial Management.

504-Payments Innovation – Real time payments  – what’s the next step in connecting cross border
Thursday, 8:30-9:30
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Kerry Pope, Fidelity Investments
Kerry Pope is an institutional portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.
In this role, he provides strategy and communications to business partners regarding the management of Fidelity Institutional Asset Management® (FIAM®) Liquidity Management Solutions.
Prior to joining Fidelity in 2011, Mr. Pope was senior vice president of liability management at State Street Corporation, Treasury from 2004 to 2008. Previously, he served as senior vice president of global money markets at State Street Corporation, FX Money Markets for ten years. He has been in the financial industry since 1986.
Mr. Pope earned his bachelor of science degree in business administration from the University of New Hampshire and his master of business administration degree in finance investments from Boston University. He is also a CFA charterholder.

103-Liquidity is Relevant Again
Thursday, 10:00-11:00
Gina Powers, Dunkin Brands
Gina Powers is the Assistant Treasurer at Dunkin’ Brands, Inc., the franchisor for Dunkin’ Donuts and Baskin-Robbins.  Gina has been at the Company for over 15 years in a Treasury capacity.  In her role as Assistant Treasurer, Gina is responsible for corporate treasury services, including cash management, debt management, capital structure and corporate insurance.  She is also responsible for the Electronic Payments team at Dunkin’ Brands, which includes credit and gift card processing and digital payments acceptance.
Prior to her work at Dunkin’ Brands, Gina worked in various treasury positions at a high tech company in the Boston area.  She graduated with a BS in International Business and Finance from Northeastern University and has her JD from Northeastern University School of Law. 

204- Do You See Your Banks as a Necessary Evil or as Your Trusted Partner?
Wednesday, 11:30-12:30
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Diana Riley, State Street
706-Primer to fin-technologies
Thursday, 10:00-11:00
 
Alex Romeo, The Clearing House LLC
Alex Romeo is a Vice President and Product Manager for The Clearing House’s Electronic Payments Network, the nation’s largest private-sector ACH operator and regional ACH association, serving nearly 1400 financial institutions. In this capacity, Mr. Romeo is responsible for implementing initiatives to drive growth for EPN customers and developing complementary new product and service offerings. Mr. Romeo also works closely with industry groups, senior bank management, regulators and other influencers to enhance the safety, soundness and capabilities of the ACH network.
Prior to joining The Clearing House, Mr. Romeo spent more than 25 years at Citigroup where he held various management roles in corporate cash management/treasury services and branch operations. Among other notable achievements at Citigroup, Mr. Romeo expanded the ACH product putting Citigroup in the top10 ODFI’s & RDFI’s rankings. He also successfully implemented a web-based ACH solution for corporate customer tax payments and spearheaded numerous risk management, technology and sales programs.
Mr. Romeo currently serves in an ACH Operator advisory capacity on the NACHA Board of Directors and is a frequent speaker at payments conferences. He also served on the IPFA Board of Directors from 2010 – 2012. He holds a BBA in Finance from Iona College.

506-The Payments Landscape: Full Speed Ahead!
Thursday, 10:00-11:00
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Jim Sadik, True Partners Consulting
James Sadik is a Managing Director for the Unclaimed Property Management Solutions Team of True Partners Consulting.  Jim has extensive experience in all aspects of unclaimed property including the conducting of large scale general ledger multi-state audits, voluntary unclaimed securities compliance and reporting, and audit defense.  Jim currently specializes in the defense of publicly traded companies who are subject to multistate unclaimed securities audits, audit defense of registered broker/dealers and banks, along with representing holders in a variety of industries including life and property/casualty insurance, retail, manufacturing, and energy exploration. Before joining True Partners Consulting LLC, Jim held the position of Senior Manager of Unclaimed Property Operations at Verus Financial LLC, where he participated in various multi-state unclaimed property examinations of many large life insurance companies.

211-Escheatment- Compliance and Best Practices-Are we there yet?
Thursday, 4:00-5:00
Karl Schamotta, Cambridge Global Payments
Karl Schamotta leads Cambridge’s currency research group, focused on analyzing shifts in the world economy and creating strategies that help businesses harness market volatility. He has built risk management and trading programmes for hundreds of major corporations, and has extensive experience in managing complex exposures across major, minor and exotic currencies. Karl is a regular contributor to a number of international finance publications, and regularly appears in the Wall Street Journal, Bloomberg, Reuters, BNN, CNN and CNBC.

605-The Dragon in the Room: Understanding China’s Economic Future
Wednesday, 10:00-11:00
Doug Schoch, Siemens Capital Company
Mr. Douglas Schoch is responsible for the implementation and growth of the Siemens Supply Chain Finance program in North America. SCF is an important part of Siemens’ initiative to improve working capital and manage supply chain risk. Mr. Schoch has over 15 years’ experience in applying trade finance solutions within various industries that have resulted in improved working capital positions and cash conversion cycle times. Mr. Schoch is also a part Time Lecturer, Rutgers Business School.

305-How are organizations  advantaging Supply Chain Finance?
Thursday, 8:30-9:30
Laurance Selnick, CTP, Webster Bank
Larry leads a team of Commercial Deposit and Payment professionals. He has over 30 years of banking experience including cash management systems, bank operations and product management. He joined Webster’s management team in 1995 to design, implement and deliver Cash Management services to commercial clients.
Larry serves on the New England ACH Board of Directors and previously the National ACH (NACHA) Internet Council on payments. Larry has volunteered on the New England AFP membership committee and is a frequent speaker on Fraud Awareness and other payment industry trends/issues. He is a member of the Central Connecticut Association for Financial Professionals and National Association for Financial Professionals (AFP) as well as, the New England AFP. Larry holds the Certified Treasury Professional (CTP) designation from the AFP.
Larry also served on the Southern Connecticut University School of Business Finance Advisory Board and is a guest lecturer in the MBA and School of Business programs. He was elected to the SCSU School of Business as a honorary member of the Delta Mu Delta Business Honor Society in 2010. He recently was inducted into the Quinnipiac University Beta Gamma Sigma business honor society.
Larry has a BA from Western Connecticut State University and is a graduate of the University of Virginia Graduate School of Banking in cooperation with the CBA. He completed the Webster sponsored UCONN Business Mastery and Center for Creative Leadership programs. Larry is currently enrolled in the Master of Science program on Organizational Leadership at Quinnipiac University.

802-Why the CTP Credential?
Thursday, 2:30-3:30
Aneri Shah, Wells Fargo Bank, N.A.
Aneri brings over 21 years of experience in full ERP life-cycle implementation consulting, engagement management, operational optimization, and customer relationship management. Her hands-on industry experience across multiple financial systems and operations expertise offers her the ability to serve as a mentor and trusted advisor for our clients in a strategic capacity with respect to ERP Financials implementation best practices.
Strategically focused on full life-cycle components such as ERP readiness, selection, business process design, technology planning, systems prototyping, end-user acceptance testing/training, as well as post-implementation support and upgrade strategies, Aneri is well positioned to provide guidance on optimizing the Procure-to-Pay and Order-to-Cash business processes.

306-ERP Readiness –Selection & Implementing Best Practices
Thursday, 10:00-11:00
Bob Stark, Kyriba
In his role, Bob is responsible for global product strategy and market development at Kyriba. Bob is a 20-year veteran in the treasury technology industry having served in multiple roles at Wall Street Systems, Thomson Reuters, and Selkirk Financial Technologies including product management and strategy. Bob is a regular guest speaker at treasury conferences including AFP National, Eurofinance, Sibos, and regional AFP events and is an active member of the Association for Financial Professionals.

701-The Next Generation of Treasury Technology
Wednesday, 8:30-9:30
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Tyler Thurgood, GPS Capital Markets
Tyler is in his 6th year at GPS Capital Markets, Inc. consulting non-profit and small startups to multinational and publicly traded corporations in foreign exchange services. Tyler has worked with companies in more than 30 countries. He has a Master’s Degree in Finance from the University of Utah and is novice magician. GPS capital Markets, Inc. is a leading Corporate Foreign Exchange Brokerage Firm guided by three core principles: Integrity, Experience, and Service. GPS is consistently recognized as one of the fastest growing companies and best places to work.

301-Next Level Cash Flow Forecasting & Currency Hedging
Wednesday, 8:30-9:30
Patricia Tripar, Santander Bank, N.A.
Patricia Tripar is the Head of Product Development & Electronic Banking, Transaction Banking, for Santander Bank, N.A.  She is responsible for delivering domestic and international treasury electronic data and payments services to Santander’s small business, commercial, corporate, and government clients.  Patricia joined Santander in 2016, bringing 20 years of experience in banking and professional services including RBS/Citizens, BMO Capital, ABN AMRO, and Ernst & Young.
Patricia is currently member of the NACHA/Afinis API Standardization Group and the McKinsey & Co. North America Transaction Banking Forum. She holds a Bachelor of Science in Business Administration degree in Marketing and a MBA both from John Carroll University, Cleveland, OH. Patricia is based in Santander’s Boston, MA office.

202-The Quiet Revolution: Open Banking and benefits to treasury and finance
Wednesday, 10:00-11:00
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John Villela CFA, Longfellow Investment Management
Mr. Villela serves as a managing principal and portfolio manager. John leads the Enhanced Cash and Short Duration strategies with a special focus on the credit sector. Prior to joining LIM in 2005, John worked at State Street Research (SSR) as a portfolio analyst on the fixed income team. He was also a member of the Market Based Group, focusing on credit assets along with Short/Intermediate Duration accounts. Prior to SSR, John was a trader at Standish Mellon. John’s trading experience includes credit, ABS, governments, and fixed income derivatives. He brings additional investment, sales, and relationship experience from prior roles at Lehman Brothers and HSBC.
John has over 20 years of industry experience and holds an Master of Business Administration and Bachelor of Arts in mathematics from Boston College. John is a CFA charterholder, a member of the CFA Institute, and a member of the CFA Society Boston.

101-The Federal Reserve transitioning from QE to QT
Wednesday, 10:00-11:00
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Emily Watson, Flywire
Emily has been working in cross-border payments for the past 8 years, spending time in Operations, Technology, Payment Network and Product roles at Western Union Business Solutions and Citibank before joining Flywire in October 2018. At Flywire, Emily spends her time working with global banking partners to ensure the optimization and continuous expansion of the company’s payment network.
Emily is a graduate of American University in Washington, DC, with a B.A. in Anthropology and currently resides in Brooklyn, NY.

504-Payments Innovation – Real time payments  – what’s the next step in connecting cross border
Thursday, 8:30-9:30
Secil Watson, Wells Fargo Bank, N.A.
Secil Watson is an executive vice president and head of Digital Solutions for Business (DS4B) at Wells Fargo. She leads key digital channels: Commercial Electronic Office® (CEO®) portal, CEO Mobile® service, Wells Fargo Common Authentication (WCA), Wells Fargo Gateway’s Developer Portal and Application Program Interfaces (APIs), Enterprise Microservices, SecureDocument Delivery (SDD), and Transmissions. These channels support customers’ and business partners’ sophisticated real-time needs in the digital economy. Secil and her team are committed to providing best-in-class digital experiences and delivering innovative solutions that provide convenient and secure banking access to satisfy customer needs, deepen relationships, and drive revenue growth. Her team of experts drives best practices in digital channel management, especially in the areas of customer insights (advisory councils, user research, and ethnography) and customer experience analytics, as well as channel strategy, experience design, and delivery.
In 2018, Bank Innovation named Secil as one of the 44 Innovators Shaping the Future of Banking. In 2016, Secil was one of American Banker’s “Digital Bankers of the Year” for leading innovations to serve customers in a better way. In 2015, Global Finance magazine named Secil among its “Who’s Who in Treasury & Cash Management,” which recognizes the most influential, creative, and powerful people in corporate treasury and transaction services. In 2013, Payments Source magazine named Secil one of the most influential women in payments.
Under Secil’s leadership, Wells Fargo has earned many accolades, including:
2018: Overall Most Innovative — Wells Fargo Gateway
Barlow Research Monarch Innovation Awards
2017: Best Corporate/Institutional Digital Bank, North America;
Global Best Investment Management Services, Global Finance
2016: Most Innovative Feature Award — CEO Mobile service biometric authentication
Barlow Research Monarch Innovation Awards
Secil joined Wells Fargo in 2002 and has held many positions innovating to serve consumers, businesses, and corporate customers in the digital space. Before that, she worked in e-commerce as head of the financial services vertical for a leading e-learning company. She was also a management consultant for Fortune 500 companies in telecom, banking, and healthcare.
Secil earned her bachelor’s degree in government and economics from Cornell University and her master’s degree in business administration from the Wharton School, University of Pennsylvania.
Secil serves on the board of the Oakland Zoo, one of the most recognized zoos in the U.S. for animal care and conservation. She also serves as an executive advisor to Wells Fargo’s Women’s Team Member Network.
Secil lives in Oakland, California, with her family.

507=How API’s Will Influence The Future Of Banking- General Session
Thursday, 11:30-12:30
Clayton Weir CFA, FI.SPAN
Clayton R. Weir is the Co-Founder and Chief Strategy Officer at FI.SPAN, leading product strategy, partnerships with ERPs and marketing. He previously founded the BC Tech HyperGrowth Accelerator and FinTech Industry Cluster. Clayton sits on the NACHA API Standardization Group, taught Entrepreneurship at the University of British Columbia and is a Vice-Chair and Finance Committee Chair of Canada’s largest independent car sharing organization. He holds an MBA from the University of British Columbia and is a Chartered Financial Analyst (CFA).

702-Making Two-Way Connectivity between Banks and Their Customers Simple
Wednesday, 11:30 -12:30
Karen Willis, Elire
Ms. Willis has been active in the finance industry for 22 years in the positions of Partner, CFO/Treasurer, and Project Manager.  Her experience spans more than 30 financial transformation projects.  Ms. Willis has provided Strategic Advisory for the implementation of many Treasury Management and Payment Systems, including ISO20022, SWIFT FIN, and SWIFTREF directory.  Academic credentials held include a B.B.A. and an M.B.A. degree in Finance and a Certified Treasury Professional for 20 years as recognized by the Association for Financial Professionals.

603-Are You Ready for the Global Transformation in Payments Happening Today?
Wednesday, 2:30-3:30
Jane Wiseman
706-Primer to fin-technologies
Thursday, 10:00-11:00
Greg Woolf, Coalesce.ai
Greg Woolf is founder and CEO of Coalesce.ai. Coalesce uses AI to automate up to 90% of manual risk and compliance work in financial services firms. A product visionary, Greg brings more than 20 years of experience designing and building state-of-the-art software solutions. He was voted IT-CEO of the Year by AI Global Magazine and FIMA FinTech Innovation Winner in 2018.
Greg has dual-degrees in Computer Science, Math, Linguistics and Finance with a Machine Learning certification from Stanford University. He has been published multiple times in industry publications and frequently presents at conferences and academic forums. Greg moderates AI industry groups with more than 10,000 members and founder of the Boston AI Think Tank, a group of prominent global financial firms and government regulators who are exploring how AI can reduce risk in the financial services industry.

706-Primer to fin-technologies
Thursday, 10:00-11:00
Andrew Wong, Symetra Financial
Andrew is Senior Legal Counsel at Symetra Financial and formerly worked at John Hancock Ins. in various cash management and legal support roles.  He specializes in payment disputes, unclaimed property and resolving customer matters where the financial firm is interacting with a fiduciary agent of our actual account holder (Attorney-in-Fact, Court Surrogates, Guardians, Conservators, Trustees and Estate Reps).
Andrew holds a JD from American University, MBA from Suffolk University and an LLM in Banking and Financial Institution Regulation from Boston University Law School.

405-“I’m my grandmother’s POA, and I want to….”  Do you let them?  How to deal with customer’s fiduciary agents, the analysis and the risks
Thursday, 4:00-5:00
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