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Keynote Speakers

Wednesday, April 18, 1:00 pm

Admiral James Stavridis, USN (Ret.)
NATO’s 16th Supreme Allied Commander Europe and 15th Commander of the U.S. European Command (2009-2013), Head of U.S. Southern Command (2006-2009), Dean of The Fletcher School of Law and Diplomacy at Tufts University, Chief International Security Analyst for NBC News

“Beyond the Horizon: 21st Century Global Security and Risk”

Thursday, April 19, 1:00 pm

 

Michael Wolff
Author

“Fire and Fury”

Session Speakers

A
Tonya Adams, Boston Properties
506- Continuing the Payables Automation Journey
Wednesday, 9:15-10:15
Irfan Ahmad, The Clearing House
Irfan Ahmad is Vice President, Healthcare Payments for The Clearing House where he is responsible for strategy, implementation, and management of The Clearing House’s healthcare products.  With over 15 years of experience in the healthcare sector, Irfan has experience across the entire healthcare ecosystem from payers, providers, and pharmacy perspectives.  Prior to joining The Clearing House, Irfan worked in PriceWaterhouseCoopers’ Healthcare consulting practice, focusing on medical banking and assisting financial service companies define their healthcare strategy and implement payment transaction solutions.  Prior to that, Irfan worked for Medco Health Solutions where he was responsible for Consumer Directed Healthcare product development and strategic planning.  He also conducted research and provided outreach on cardiovascular disease and childhood immunization for the Southern Maryland Public Health Department.  Irfan has a Masters degree in Public Health from Yale University, and a B.A. in Biology from St. Mary’s College of Maryland.

508- Payment Innovation Leveraging Faster Payments: What’s Next?
Wednesday, 8:15-9:05
Andy Arduini CTP, Huntington Bank
Mr. Arduini joined Huntington Bank, a $100B bank headquartered in Columbus, OH, in 2009 and has overall responsibility for Huntington’s International Strategy, sales and risk management. He oversees multiple lines of business; including trade finance, structured lending, credit insurance, correspondent banking and international treasury management. He is a voting member of the bank’s Counterparty and Country Credit Committee and has ultimate responsibility for managing country risk for the bank. Mr. Arduini has cross-border lending experience dating back to 2001, primarily at GE Corporate Finance and ABN AMRO.  He earned a MBA with a concentration in Corporate Finance at the Carey School of Business at Johns Hopkins University and a post-graduate certificate in Executive Leadership from the Wharton School of Business.

601- Interpreting Geopolitical Risk in the Context of your Business and Profiting from It
Wednesday, 8:15-9:05
Andrew Arsenian, Bank of America Merrill Lynch
Andrew Arsenian is a Senior Vice President and Global Treasury Sales Officer with Bank of America Merrill Lynch.  In this role, Andrew focuses on the Business Banking segment in the greater Boston metropolitan area. Andrew delivers expertise to Business Banking clients who want to optimize their cash management structure both domestically and/or globally while also advising on overall risk management.  Andrew greatly enjoys working with a variety of general industries clients, helping them grow their business and achieve continued success.
Andrew joined Bank of America Merrill Lynch in 2005 after three years with Sovereign Bank where he performed a similar Treasury relationship role for inside sales.   Prior to that, Andrew spent four years working at JP Morgan in New York as an Analyst for their Private Client group.
Andrew holds a Master’s Degree in Political Economy from the London School of Economics.  He attended Trinity College in Hartford, CT for his undergraduate degree where he was awarded a BS in Economics and Russian Studies.

703- Women in Treasury: Why your Business Needs More Women in the  Boardroom and How You Can Help Make that Happen
Thursday, 10:45-12:00
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Andrew Bail, Longfellow Investment Management
Mr. Bail serves as a portfolio manager and senior analyst, responsible for developing and implementing strategies for the firm’s absolute return strategies. Before joining LIM in 2016, Andrew worked as an equity derivatives strategist at J.P. Morgan where he focused on single-stock derivatives. Prior to J.P. Morgan, he was a director at Babson Capital where he focused on derivative strategies for the firm’s Event-Driven Hedge Fund. Previously, Andrew served as a generalist equity and equity derivatives analyst for The Flatley Company where he helped build and oversee the expansion of the company’s equity portfolios across several strategies (Core Equity, Special Situations and Dividend Growth). He was also a research associate at Peak6 Investments, a volatility-arbitrage hedge fund, where he focused on special situations and dividend arbitrage within the automotive, chemical, and paper & packaging industries. Andrew received his Bachelor of Arts from Johns Hopkins University and his Master of Business Administration and Master of Science in finance from Boston College.

103- Fixed Income Alternatives in a Rising Rate Environment
Wednesday, 8:15-9:05
Julia Bates, J.P. Morgan
Julia is the Chief Control Officer for Commercial Banking. She is responsible for leading the Commercial Bank’s efforts to build a strong controls infrastructure in a quickly-evolving regulatory environment.
Julia has had a twenty year career at JPMorgan Chase & Co and predecessor firms. Prior to joining Commercial Banking in 2015, Julia was the head of the Individual and Business Retirement business in Global Investment Management. From September 2009 through April 2011, Julia was head of Corporate Finance Analytics, a group focused on firm wide and strategic financial initiatives for JPMorgan Chase. Between 2005 and 2009, Julia was Director of Investor Relations for the firm where she was responsible for the communication of JPMorgan Chase’s financial performance and strategy to institutional shareholders and sell-side analysts. Prior to 2005, Julia spent eleven years in the J.P. Morgan Private Bank, acting as an Investment Specialist and building the Private Bank Partnership Group, a team dedicated to cross-marketing.
She holds a B.A. from Yale University and an M.B.A. from the Stanford University Graduate School of Business. Julia lives in New York City with her husband and twin sons.

General Session- Keeping it Under Control: A Calculated Look at Risk
Wednesday, 4:00 – 5:00
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.

701- Treasury Maturity and the Impact of Exponential Technology
Wednesday, 10:30-11:45
Lisa Bita, American Tower
Lisa is the Director, Treasury for American Tower Corporation, focusing on global treasury operations and treasury systems.  Lisa has 20 years of experience in treasury operations and risk management roles for multinational corporations with complex cash management and liquidity structures.  Prior to joining American Tower, Lisa managed key areas of treasury for Boston Scientific Corporation and PerkinElmer, Inc.
Lisa holds the Certified Treasury Professional (CTP) credential from the Association for Finance Professionals (AFP).  She has an M.B.A degree in Finance from Bentley University and a B.S. in Finance from Boston College.

206- Cash Forecasting: Driving Value through Greater Transparency and Predictability
Thursday, 9:00-10:15
Steven Bernstein, J.P. Morgan
Steve Bernstein has been with JPMorgan since 1984. He is responsible for JPMorgan’ s Global electronic payments sales initiatives and product support. Steve has worked within ACH, EDI, FX and other payment processing teams. Steve resides in New York City.

507- The Best-Laid Plans: Optimizing Straight-through Payables and Receivables
Wednesday, 10:30-11:45
Seth Blacher, Wells Fargo & Co.
Seth Blacher, Senior Vice President at Wells Fargo leads receivables product strategy in the Treasury Management division. In his current role, Seth seeks customer feedback and engagement, which drive solutions that improve client efficiency in B2B and C2B receivables posting. Seth is also focused on strategies to connect Wells Fargo solutions directly to client ERP systems.
Prior to joining Wells Fargo, Seth spent eight years teaching high school Spanish and coaching basketball at two Northern California High Schools. In 2001, Seth began his career with Wells Fargo on the Wholesale Internet Banking team as a marketing consultant, focused on rolling out the Commercial Electronic Office, the first Internet banking portal for business customers. In 2005, Seth was promoted to the treasury management product team as the Cash Vault product manager. In his eight years in this role, Wells Fargo tripled its revenue, launched a remote cash deposit solution that grew to 200 customers in 3 years, and successfully led the cash services product line integration during the Wells Fargo-Wachovia merger.
A 17-year veteran of Wells Fargo, Seth earned his MBA with a dual focus in Finance and Accounting from the University of California, Davis, and a BA in Comparative Literature from the University of California, Santa Cruz. When he’s not working, Seth is an adrenaline junkie, seeking steep descents on his snowboard or mountain bike. At home, he enjoys double bouncing his two boys, Ari and Leo on their backyard trampoline.

504- Sharpening your Focus on Smarter Receivables
Thursday, 2:00-3:15
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.

108- Navigating the New Treasury Investing Environment
Wednesday, 2:00-3:15
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).

402- Interest Rate Risk: Changing the Game
Wednesday, 10:30-11:45
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.

205- Are Banks Becoming Interchangeable Vendors?
Wednesday, 2:00-3:15
C
Anthony J. Carfang, Treasury Strategies, a division of Novantas
 Tony Carfang, as a Managing Director of Treasury Strategies, a division of Novantas, sets the strategic direction of the firm and works with the consulting practice areas to help clients achieve their business objectives.
Tony helps guide many of the world’s largest banks and securities firms to position their services effectively in the marketplace, and worked with corporations to optimize their treasury management strategies. He is a vocal advocate of clients’ interests surrounding regulatory issues and liquidity management. He gave Congressional testimony on the merits of the Volcker Rule, appeared on CNBC’s Kudlow Report to debate proposed money market fund regulations, and was a guest on Bloomberg News to discuss the valuation of auction-rate securities.
Tony received his MBA from Northwestern University and BS from Duquesne University.

101- Comparing New Investment Alternatives: Products and Strategies
Wednesday, 9:15-10:15
110- Economic Forecast and its Impact on Corporate Treasury Priorities
Friday, 12:15
Clare Carr, Bank of America Merrill Lynch
Clare Carr is a Senior Global Treasury Sales officer within Global Banking and Markets business assigned to Northeast Commercial Banking.
Clare has been engaged in the financial services industry and has been a sales professional for the past 26 years.  Clare joined Bank of America Merrill Lynch through the legacy Fleet Financial Group in 1991.   Clare has a long-term and well-established sales record within US with US based multinational corporations.  In her current role, she is responsible for business development and relationship management for commercial clients in Metro New York City.  Clare joined the team from the Large Corporate global sales team where she covered North American subsidiaries of Asia/Pacific headquartered corporations and US General Industries’ multinational corporations.  Clare has also covered US financial institutions with experience in client integration and SWIFT Corporate Access.

802- Managing the Multi-Generational Workforce: From Boomers to Gen Z
Thursday, 9:00-10:15
Robert Castagna, Boston Scientific
Bob Castagna is currently Vice President &  Treasurer at Boston Scientific where he has served in various corporate treasury roles since 1997.  Bob is primarily responsible for Cash flow planning and tracking, capital structure and capital allocation analysis, financing, bank & rating agency relationships, currency and interest rate risk management, and cash management. Previously, Bob spent six years at TASC in various financial planning and corporate treasury roles.  Bob began his career by completing the two-year financial management development program at Honeywell Bull.  Bob received both a B.S. in economics and finance and an M.B.A. in corporate finance from Bentley College.

201- Caring for Cash with Supply Chain Financing
Thursday, 10:45-12:00
Scott Chin, CTP, MFS Investment Management
Scott Chin, CTP, is a vice president and corporate treasurer with MFS Investment Management (MFS). He has oversight of corporate banking relationships and cash management functions and manages the firm’s corporate seed investments program. He is responsible for forecasting corporate global cash positions and ensuring adequate liquidity to maintain operations and adherence to local regulatory capital requirements.
Scott joined MFS in 2000 as an associate financial analyst. He has held several roles in the firm’s treasury department including financial analyst, senior financial analyst and treasury manager. He was named to his current role in 2014 and added the title of vice president in 2017. Prior to joining MFS he worked as a cash analyst with Waltham, Mass.-based Managed Comp for two years.
Scott earned a Bachelor of Science in finance from Bentley College and holds a Master of Business Administration from Babson College. He also holds the Certified Treasury Professional designation from the Association for Financial Professionals (AFP).

209- Efficiency and Effectiveness: The Ease of Using a Robust TMS
Friday, 10:45-12:00
Sandy Cinelli Gobin, NEACH
Sandy Cinelli is an Advisor for NEACH Payments Group, as well as the Director of Risk and Compliance for NEACH.   Sandy joined the NEACH team in 2015 and is focused primarily on addressing compliance and risk issues.  Sandy supports the Payments Hotline, develops education sessions and sits on national committees representing the membership.
Prior to joining NEACH, Sandy worked in banking for over 18 years. She began her career as a Teller at a community bank in Massachusetts and moved into an Operational role as Assistant Operations Officer in 2006.  Most recently, she worked for a community bank in Virginia serving as Vice President & Operations Officer.
She has been certified by NACHA as an Accredited ACH Professional since 2008 and received her CAMS certification in 2015. She was certified by ECCHO as an NCP in 2016 and is a Certified Trainer for the National Check Professional Certification Exam.

512- RDC, Wire and ACH, Oh My! Risk Assessments Across Payment Channels
Wednesday, 2:00-3:15
Andrew Colgan, Mizuho Americas
With over 25-years of experience, Andy is a veteran trade financier with significant experience in origination, structuring and distribution of the trade finance product suite.  Starting his career in 1987 at Manufacturers Hanover Trust Company, Andy has held various marketing and management positions at National Westminster Bank, PLC, BNP-Paribas, Standard Chartered Bank and other specialty trade finance firms.   At Mizuho, he holds the title of Director, Head of Supply Chain Finance-Americas.

305- Current Trends in Supply Chain Finance – Using SCF to Create Working Capital
Thursday, 10:45-12:00
Jamie Cortas, Dell
105- Seeking to Optimize Corporate Liquidity
Thursday, 10:45-12:00
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.

102- Money Market Funds: Past, Present & Future
Wednesday, 10:30-11:45
D
Frank D'Amedeo, ConEd
507- The Best-Laid Plans: Optimizing Straight-through Payables and Receivables
Wednesday, 10:30-11:45
Warren Davey, Gtreasury
Warren currently oversees GTreasury’s strategy, marketing, and business development operations. Warren has over 15 years’ experience in the technology and treasury markets. Prior to joining GTreasury, Warren had a variety of roles with Selkirk Financial and Thomson Reuters, including consulting, account management, and a variety of executive roles. Warren’s breadth and depth of experiences within treasury and technology have propelled him to become one of the main subject matter experts in this industry.

209- Efficiency and Effectiveness: The Ease of Using a Robust TMS
Friday, 10:45-12:00
William Danielewski, Eastern Insurance
708- Cyber Crime – No Company is Immune – No Matter What Size
Friday, 9:15 – 10:30
Geri DenterLein, DenterLein
Geri Denterlein’s life work has been at the intersection of business, government and journalism. In that space she is an accomplished leader, recognized by the Boston Chamber of Commerce, Women’s Business, the Boston Globe and the Boston Business Journal. As the CEO and founder of the strategic communications firm Denterlein, Geri is a trusted advisor to some of the region’s most respected brands. 
In board rooms, the political arena and the local community, Geri is known as a champion for women. As an active volunteer leader for several of Boston’s nonprofit organizations, and as CEO of Denterlein, Geri has advocated equality by helping many women find their voice, and communicate effectively for change. Through her advisory board positions with the Massachusetts Women’s Political Caucus, MassINC and the Mass Taxpayers Association, Geri has consistently encouraged leading organizations to consider and uphold women’s equality. And, as a founding member of the American Red Cross Tiffany Circle, a society of women leaders and philanthropists, Geri has helped grow the council to 60 chapters in the US and additional groups around the world.
Geri also provides first-hand experience with corporate governance issues, particularly as they pertain to crisis events. In addition to serving as a faculty member on Harvard University’s Women on Boards program, she serves on the executive committee of the Massachusetts Women’s Forum and the American Red Cross Massachusetts. She is a trustee of the Massachusetts Taxpayers Foundation and was appointed to the Bridgewater State University Board of Trustees by Governor Charlie Baker and to the board of Boston Main Streets by Mayor Marty Walsh.
Geri is a popular commentator on women’s leadership. She is a faculty member of the Women on Boards Program at Harvard University. Her book, The Power Chick’s Guide to Boston is considered by many to be the seminal resource for young professionals finding their voice in the city’s business and civic community.
She holds a Bachelor of Science degree from the University of Cincinnati and a Master of Public Administration from the Kennedy School of Government at Harvard University.

703- Women in Treasury: Why your Business Needs More Women in the  Boardroom and How You Can Help Make that Happen
Thursday, 10:45-12:00
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.

206- Cash Forecasting: Driving Value through Greater Transparency and Predictability
Thursday, 9:00-10:15
Vesi Dimitrova, Computershare
511- Payments 2018:  Global, Faster, Secure, Done!
Friday, 12:15-1:30
Jeff Diorio, Treasury Strategies, a division of Novantas
Jeff Diorio is a Director at Treasury Strategies, a division of Novantas. Jeff works with corporate treasury departments, treasury software vendors, as well as financial institutions across a wide variety of complex engagements in designing treasury and banking solutions for today’s challenging liquidity and risk environment. Jeff has more than 25 years of experience in both technology as well as global treasury operations that allow him to bring a strategic focus to his role.

211- Take Control over your Cash like a Superhero!
Thursday, 3:45-5:00
Eddie Doyle, Checkpoint Software
502- Cybersecurity is about People, not Technology
Thursday, 10:45-12:00
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- Current Trends in Supply Chain Finance – Using SCF to Create Working Capital
Thursday, 10:45-12:00
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Anna Ettin, Bank of America
Anna Ettin is a Diversity & Inclusion Consultant focused on strategy and operations for Bank of America’s 11 Employee Networks, with more than 250 chapters. She provides coaching, development, resources and tools for more than 3,500 leaders supporting more than 103,000 memberships in 34 countries around the world.
Anna joined Bank of America in 2001 as a teller and spent several years as a call center manager, during which she was recognized with the Spirit Award of Excellence. In 2007, she became a learning instructor, later transitioning into consulting in 2009.
Anna co-founded the Piedmont Triad chapter of LEAD for Women in 2008 and held multiple enterprise-level roles in LEAD for Women over five years, as well as launching the first-ever virtual chapter. In 2012, she co-founded the Inter-Generational Employee Network (IGEN). As enterprise co-leader, she develops and drives the network strategy and provides consulting for lines of business on generational diversity initiatives and impacts.
She has been recognized with four Global Diversity and Inclusion Awards: in 2010 for efforts with LEAD for Women; in 2013 and 2016, for the creation and leadership of Inter-Generational Employee Network (IGEN); and in 2017 for her work with local leaders to drive inclusion. Anna is a frequently requested speaker for topics such as networking, social styles and generational diversity.
She maintains many active mentoring relationships across the company.
Anna resides in Winston-Salem, NC, with her daughter and dog. She is an active volunteer for local efforts to end homelessness, is pursuing a degree in Race & Ethnicity Studies at Salem College, and is working on several craft projects.

802- Managing the Multi-Generational Workforce: From Boomers to Gen Z
Thursday, 9:00-10:15
Lily Fayerweather, NEPC
Lily works with the Endowments and Foundations Practice Team at NEPC where she assists the consultants with manager searches, performance analysis, asset allocation studies, and technical projects. Lily is also a member of the Impact Investing Committee at NEPC. Prior to Lily’s current position, she worked at NEPC as a Performance Analyst and at Brown Advisory as an intern researching equities for a sustainable portfolio.
Lily earned her B.A. in from Connecticut College with a double major in Botany and Environmental studies and a minor in Economics. She is currently a Level III Candidate in the Chartered Financial Analyst (CFA) Program.

104- A New Tool for Risk Mitigation 2.0:  Incorporating Environmental, Social, and Governance issues into the investment process.
Thursday, 9:00-10:15
Elaine Filus CTP, Treasury Strategies, a division of Novantas
 Elaine Filus has 25+ years’ experience in treasury management, and has led projects for numerous corporations. Projects focus on effectively managing liquidity, streamlining treasury activities, and applying treasury leading practices. Most recently she has focused exclusively on selection, implementation, and optimization of treasury management systems.

208- TMS Implementation; Integration to Amplify Success
Thursday, 2:00-3:15
William Folker, Citizens Financial Group - Commercial Banking
Experienced finance professional with over 35 years experience in advising, structuring, arranging & distributing structured trade finance transactions.  Strong Supply Chain Finance, ECA, structured trade finance distribution, managerial, business development, origination, product and marketing skills having worked with major US money center & regional banks, major large foreign banks & large credit insurance companies to successfully originate, structure, negotiate, close and syndicate business in North America as well as in various emerging markets such as Latin America, Eastern & Central Europe, Asia, Middle East and Africa across a wide range of industries.

305- Current Trends in Supply Chain Finance – Using SCF to Create Working Capital
Thursday, 10:45-12:00
Laura Fontana, Wells Fargo

702- eTrade White Board Meeting re Blockchain
Wednesday, 2:00-3:15
Eric Foust, Early Warning Services, Llc
Eric Foust is director of market solutions at Early Warning Services.  In his role he covers the Zelle network across all strategic markets and segments.  As a subject matter expert on Zelle, with a focus on Business-to-Consumer Disbursements, Eric leads strategic discussions with financial institutions, partners, and providers to create a ubiquitous real-time network accessible by all U.S. consumers.  Prior to joining Early Warning in 2016, Eric spent 12 years at PNC Bank with a heavy focus on Treasury Management and payment innovations. He obtained his Bachelor of Business Administration from Muskingum University and has his CTP.

508- Payment Innovation Leveraging Faster Payments: What’s Next?
Wednesday, 8:15-9:05
Rich Frankel, former FBI Terrorism/Cyber Terrorism
708- Cyber Crime – No Company is Immune – No Matter What Size
Friday, 9:15 – 10:30
Jeffrey Frankovic, PricewaterhouseCoopers, LLP
Jeff is a Senior Associate in PwC’s Advisory Financial & Treasury Management Practice. Jeff has extensive experience designing and implementing cash flow forecasts as well as analyzing company cash flows to identify cash generation opportunities. He also has M&A experience, helping to design and build treasury functions and drive post-deal performance improvements. Prior to joining PwC, Jeff spent six years as a financial manager at a large NGO where he worked across financial planning & analysis and treasury.
Jeff holds an MBA degree from the Kellogg School of Management at Northwestern University with specializations in Corporate Finance and Strategy and a BA in Economics from New York University.

206- Cash Forecasting: Driving Value through Greater Transparency and Predictability
Thursday, 9:00-10:15
 
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Andy Gage, FiREapps
Andy Gage has more than 20 years of experience in FX exposure management, business process re-engineering, lean manufacturing, ERP and complex system deployment, marketing, product management and consulting. Prior to joining FiREapps, Gage was VP of Marketing for Cyclone Commerce and served in executive-level positions at Deloitte Consulting and Syntex Pharmaceuticals. He is a frequent speaker at industry events and earned his MBA from the University of Texas, Austin.

603- The Power of Fully-Optimized Corporate FX
Wednesday, 2:00-3:15
Tom Gavaghan, Kyriba
Over the last decade, Tom has worked globally with banks, brokerages, trading firms and corporations in the treasury and risk management space. He’s held roles across the financial technology development value chain, from software implementation to product and presales management. Tom is currently the Manager of the North American Presales team.

604- Globalizing your Treasury Operation
Wednesday, 2:00-3:15
Sarah Gelfand, Fidelity Charitable
Sarah Gelfand, Director of Donor Programs at Fidelity Charitable, is focused on the critical intersection between impact investing and philanthropy. Sarah works directly with donors and advisors to incorporate impact investing into their philanthropic investment and granting plans. Sarah has a background in non-profit management and impact investing, most recently helping to lead an accelerator program for global health entrepreneurs based at Duke University. She was a founding director of the Global Impact Investing Network, a non-profit organization focused on scaling the impact investing industry. She also previously worked in product development, business development, and strategic planning with several technology companies. She has conducted public health research in malaria, HIV/AIDS, and cancer, among other areas. Sarah holds a BA in Applied Mathematics from Brown University and an MSc in Statistics from the University of Washington.

104- A New Tool for Risk Mitigation 2.0:  Incorporating Environmental, Social, and Governance issues into the investment process.
Thursday, 9:00-10:15
Jim Glassman, J.P. Morgan
704- Back to the Drawing Board – Economic Lessons from This Week
Thursday, 2:00-3:15
Brian Godfrey
Corporate finance and treasury professional with 15 years’ experience working for companies  with responsibilities that included cash management, investments, hedging, insurance, FP&A and capital markets.  Most recently with Gordon Brothers Group as Senior Manager, FP&A and Treasury, where the role focused on forecasting and budgeting along with global risk management.  Prior experience included Houghton Mifflin Harcourt as Treasury Manager responsible for cash management, investments and foreign exchange risk management while supporting numerous capital markets transactions including Houghton’s IPO in 2013 and Pre-Packaged Chapter 11 Reorganization in 2012.  Started treasury career at Tiffany & Co. supporting all of treasury operations including cash management, global banking, investments and risk management (FX, IR and commodities) after graduating from Bentley University with a degree in Economics-Finance.

408- Facing the New Faces of Fraud
Friday, 9:15-10:30
Anand Goel, Optimized Payments Consulting
Anand Goel is the CEO and Founder of Optimized Payments Consulting.  OPC is a niche consulting firm that leverages its proprietary software and industry expertise to help merchants understand & reduce the cost of credit and debit card payments.  Optimized Payments has helped Fortune 100 to mid-sized companies save over $160 million in interchange and processing fees.
Prior to OPC, Anand was a payments leader at Elavon, where he managed the pricing and profitability of the organization for four years.

513- Understanding & Optimizing Interchange
Wednesday, 9:15-10:15
Stevie Goida, CRA International
Stevie has 16 years of finance and treasury experience. As Senior Manager of Treasury at CRA International she is responsible for the Global Treasury, Risk Management, and Investor Relations functions.
Stevie has streamlined CRA’s Treasury processes and enhanced the visibility to global cash through technology. She is currently implementing options for improving the international payables function and working on enhancing her company’s purchasing card program.
She received her BS and MS degrees in Finance from Bentley University. She is certified as a CTP by the Association for Financial Professionals. Stevie has been a member of New England AFP/TMANE organization for 12 years.

802- Managing the Multi-Generational Workforce: From Boomers to Gen Z
Thursday, 9:00-10:15
Will Goldthwait, State Street Global Advisors
Will is a Vice President, Portfolio Strategist at State Street Global Advisors. He is a member of the Global Cash and Global Fixed Income Investment Management Teams. Will is responsible for the communication of cash and fixed income investment strategy and performance to clients, consultants and prospects. He covers multiple sectors and vehicles, including both active and indexed fixed income.

106- How Exchange Traded Funds Work & Why Treasurers Should Care
Thursday, 2:00-3:15
Steve Gomes, BOSE
Steven Gomes is the Treasury Manager at Bose Corporation. He manages a team which oversees the company’s foreign exchange risk program, global cash liquidity and investments and cash flow forecasting. He is also part of a team managing the pension and has participated in other special projects including global tax planning, value chain optimization and global banking strategy. Steven joined Bose Corporation in 2012. He previously worked Charles River Associates and The TJX Companies, Inc. Steven is a Certified Treasury Professional and received his MBA from Framingham State University in 2008. He also holds a Bachelor’s degree in International Business from the University of Massachusetts.

307- Whose Working Capital is it Anyway?
Friday, 9:15-10:30
Andrew Goodall, Eaton Vance
Andrew Goodale is a vice president of Eaton Vance Management and an institutional portfolio manager for Eaton Vance’s suite of investment-grade and multisector strategies. He is responsible for client and internal communications and insights on investment strategy and portfolio positioning. He joined Eaton Vance in 2016.  Andrew began his career in the investment management industry in 1994. Before joining Eaton Vance, he was affiliated with Pioneer Investments, State Street Global Advisors and MBIA Asset Management.

109- Short Corporate Ladders as an Effective Alternative for Corporate Treasurers
Friday, 10:45-12:00
Brian Gordon, Commerce Bank
Brian joined Commerce Bank in May 2012 with a wealth of knowledge in the International Banking industry.  He started his banking career at National Bank of Commerce in Lincoln, Nebraska in 1989 while attending the University of Nebraska.  In 2000, he moved to Wells Fargo where he focused his calling in the 7 states surrounding Missouri as an international business development officer calling on companies involved in international business.  He then joined Sovereign Bank in the MidAtlantic & New England markets to set up a structured trade finance group. Before returning to the Midwest to join Commerce he was with HSBC in New York City as an international business development officer covering CT, NJ, NY, PA, MD, VA, and Washington DC.   He has 28 years experience in trade services operations, foreign exchange, trade finance, and structured trade finance areas and has also worked closely with global treasury and foreign exchange.  He serves on the advisory board of the World Trade Center-Kansas City.  He is active in Boy Scouts of America.

514- The Future is Now- How Fintech’s and Banks are Working Together to Help Global Treasury Teams Manage Cross Border Payments
Thursday, 3:45-5:00
Ray Graber, Graber Associates
Ray Graber has a deep and thorough understanding of banking, technology, and finance. His business experience includes banking technology research at TowerGroup; best practices Internet policies at FleetBoston Financial; wire transfer operations and product launches at Citibank and BankBoston; and treasury operations for a $325 million public company.
Ray was an adjunct professor at the graduate business schools of Boston College and Bentley College. He holds a Bachelor of Arts degree in Mathematics and an MBA in Finance and Computer Science from Boston College.

501- Bitcoin: The Good, the Bad, and the Ugly
Thursday, 9:00-10:15
Liz Grayeck, NEACH
Liz Grayeck is an Advisor for NEACH Payments Group, as well as the Director of Risk and Compliance for NEACH.   Liz joined the NEACH team in 2016 and is focused primarily on addressing compliance and risk issues.  Liz supports the Payments Hotline, develops education sessions and sits on national committees representing the membership.
Prior to joining NEACH, Liz worked in the financial industry for over 6 years. She began her career in Deposit Operations as a general specialist and advanced quickly to the ACH Coordinator. Liz moved to a community bank in Rhode Island in April, 2013, where she reviewed procedures and policies, while working on various system upgrades and projects for management, particularly pertaining to the enforcement of ACH Rules and Federal Regulations.
Liz holds a Bachelor’s Degree in Business Administration and a Masters of Business Administration from the University of Rhode Island.  She has been certified by NACHA as an Accredited ACH Professional since 2012.

512- RDC, Wire and ACH, Oh My! Risk Assessments Across Payment Channels
Wednesday, 2:00-3:15
Cathy Gregg, Treasury Strategies, a division of Novantas
Cathy sets the group’s strategic direction and manages senior client relationships.  Her guidance improves strategies and risk management operations for corporate treasury.  She is highly involved in advancing treasury technology applications and has focused on payment systems and banking evolution since founding Treasury Strategies in 1982.
Cathy has been a vocal advocate for client interests in regulatory matters, speaking to the U.S. Senate Banking Committee regarding the Volcker Rule and authoring numerous papers on the financial collapse, money fund regulations and the impact of regulatory change on U.S. liquidity markets.  She has been a keynote speaker at the Federal Reserve Bank of Chicago Payments Conference, NACHA, the AFP National Conference, and numerous regional treasury and bank conferences.

202- Account Analyses: Starting Point for Good Bank Management
Wednesday, 9:15-10:15
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.

605- Centralizing Treasury in a Decentralized World
Friday, 9:15-10:30
David Guzman, Citibank
David Guzman has nearly 30 years of banking experience helping clients across many industries with their financial services needs including lending, foreign exchange, investments and treasury management.
David helps his clients by listening to their needs and bringing together the right people with ideas and solutions to satisfy their needs.
David has worked at FirstChicago, The Bank of Boston, The Bank of New York, HSBC, J.P. Morgan and Citi.

304- Digital Transformation: Is it keeping you up at night?
Thursday, 9:00-10:15
H
Matthew Harlan, Netcracker Technology
Matthew Harlan is a Treasury Analyst for Netcracker. He has a diverse background in Private Banking, Wealth Management, and Corporate Treasury. His areas of focus have included Interest Rate Risk Management, Cash Forecasting and Modeling, Derivatives and Investment Portfolio Management. Matthew has an undergraduate degree in Accounting from the University of Houston and a MA in Finance from Harvard University.

301- The Strategic Treasurer: Adapting to an Increasingly Complex World
Wednesday, 9:15-10:15
Benjamin Haws, Axletree Solutions, Inc.
Benjamin Haws is the Director of Marketing and a Treasury subject matter expert at Axletree Solutions. Throughout his tenure with Axletree, he has been working closely with internal and external experts to develop a deep understanding of SWIFT and how it applies to streamlining Treasury operations. He spoke at HTMA and Kansas City AFP conferences and have also conducted Treasury webinars. He is a Fintech and Treasury enthusiast.

211- Take Control over your Cash like a Superhero!
Thursday, 3:45-5:00
Bernhard Heine, Professional Business Coaches
HeineBernhard Heine is a business & Executive coach and founder of Professional Business Coaches, Inc., (www.TheProfessionalBusinessCoaches.com) and is focused on helping business owners and leaders achieve the growth & balance they seek by removing obstacles & relieving stress.
Bernhard has an MBA from Harvard, is licensed by the Professional Business Coaches Alliance, is an Authorized Partner Everything DiSC, and an Authorized Client Builder Sales Coach Bernhard is fluent in German, and lives with his wife and 2 children in Marshfield, Massachusetts.

804- 5 Leadership Principles that Create a Leadership Culture‎ – Are you making good choices?
Friday, 12:15-1:30
Rudi Heinisch, GCP Applied Technologies Inc
Rudi Heinisch is the Treasurer for GCP Applied Technologies. He has over 15 years of experience in international and corporate Treasury. He has global experience with debt capital markets, exchange controls frameworks in emerging countries, liquidity planning, cash pooling, FX management and cash repatriation strategies. He has previously held international treasury positions with WR Grace, Havells Sylvania and INVISTA (in Europe). He has also spent more than 5 years as a corporate internal auditor for various German Multinational Companies.
Rudi received his Masters of Business Administration from the University of Passau in Germany and Eastern Washington University.

301- The Strategic Treasurer: Adapting to an Increasingly Complex World
Wednesday, 9:15-10:15
Michael Herd, NACHA
Michael Herd is NACHA’s Senior Vice President for ACH Network Administration.  He is responsible for the NACHA Operating Rules, ACH risk management policies and services, and Rules enforcement.

508- Payment Innovation Leveraging Faster Payments: What’s Next?
Wednesday, 8:15-9:05
510- The Future of ACH is Here – Using and Enhancing Same Day
Friday, 10:45-12:00
Kathryn Hersey, Cambridge Trust Company
Kathryn Hersey, Senior Vice President and Portfolio Manager at Cambridge Trust, leads the bank’s sustainability committee and also co-manages Cambridge Trust’s Sustainable and Responsible Investment strategy as well as Cambridge Trust’s Equity Income portfolio.  She is a member of Cambridge Trust’s Investment Strategy team and is an equity research analyst primarily covering the healthcare sector.
She received her B.A. from Amherst College with a degree in Computer Science and English and earned her MBA, summa cum laude, in 2010 from Babson College where she earned the Babson College Finance Award.  Kate is a member of The Philanthropy Connection, a collective women’s giving group based in the greater Boston area, where Cambridge Trust Company is the lead corporate partner. 

104- A New Tool for Risk Mitigation 2.0:  Incorporating Environmental, Social, and Governance issues into the investment process.
Thursday, 9:00-10:15
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.  

215- Translating the Druids: What Treasury Ought to know about Tax
Wednesday, 10:30-11:45
Joe Hussey, JP Morgan Chase
510- The Future of ACH is Here – Using and Enhancing Same Day
Friday, 10:45-12:00
Jeff Hynes, Alexion Pharmaceuticals
Mr. Hynes is the Treasury Director for Alexion Pharmaceuticals.  Prior to that, he headed the FX risk management team at Cameron International Corporation.  Jeff has more than eight years of experience managing foreign currency risk on behalf of multinational corporations.

603- The Power of Fully-Optimized Corporate FX
Wednesday, 2:00-3:15
 
I, J
Razvan Ionescu CFA, Citizens Commercial Banking
Razvan Ionescu is Vice President at Citizens Bank Global Markets. He works with CFOs, treasurers and controllers to structure and execute currency hedging strategies. Previously with Chatham Financial and KPMG, Razvan is a Chartered Financial Analyst and holds a Bachelor in Accounting from Oxford Brookes University and a Masters in Finance from London Business School.

406- FX Forwards vs. Cross-Currency Swaps: A Fair Comparison?
Thursday, 2:00-3:15
407- Market-Test Your FX Hedging Strategy
Thursday, 3:45-5:00
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Shakshi Kamath, GE
Shakshi is the Digital Cash Operations and Initiatives director in GE’s Treasury group.  Since 2015, Shakshi has led digital initiatives to enhance visibility to cash and key operational metrics, she has taken cost out with more efficient processes and has improved cash data management and controls.  More specifically, Shakshi worked with data scientists to build machine learning models for cash forecasting, deployed numerous bots to simplify processes and reduce risk, and is the cash functional lead on building the next generation of products from the company’s finance data lake, with digital concepts such as AI, machine learning, and collaboration.  Shakshi is also the banking digital lead.  She is partnering with banks to pave a path on corporate digital solutions, and leveraging big data to derive actionable insights.

207- Digital Treasury: A Future-State Vision
Thursday, 10:45-12:00
Mohit Kansal, Flywire
Mohit Kansal is a Director of Global Payments at Flywire, where he is responsible for FX and Pricing strategy and for executing new payment product partnerships. Mohit has over a decade of experience in financial services and technology that includes founding an FX startup in Boston and trading derivatives at global banks in Hong Kong and London. Mohit has a BS in Computer Science from Indian Institute of Technology Bombay and an MBA from MIT Sloan School of Management.

514- The Future is Now- How Fintech’s and Banks are Working Together to Help Global Treasury Teams Manage Cross Border Payments
Thursday, 3:45-5:00
Jeanne Keane, CTP, Staples, Inc.
Keane
Jeanne Keane is Senior Manager, Global Treasury Operations 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.
Jeanne holds a B.S. in Finance from Stonehill College, is a CTP and past president and member of the Board of Directors of the New England AFP.

902-Retail Industry Roundtable
Thursday, 10:45-12:00
511- Payments 2018:  Global, Faster, Secure, Done!
Friday, 12:15-1:30
Steven Kim AAP CTP, Citibank
Steve Kim manages Cash Management Sales group for US Citi Middle Market. He is responsible for driving US CCB sales for global and domestic cash management revenue. He rejoined Citi in 2007 as part of NJ denovo initiative and recipient of 2 Citi Leaders in Excellence Award. Steve has over 30 years of experience in financial services industry with a diverse background which includes sales, product development and management, relationship management, e-business, and credit underwriting. Technical expertise in all aspects of electronic and paper payments. Demonstrated abilities in solving complex cash management issues as well as meeting deadlines, delivering results, and establishing effective customer relationships.

304- Digital Transformation: Is it keeping you up at night?
Thursday, 9:00-10:15
Ellen Kluge, Deluxe Treasury Management Solutions
Ellen Kluge has over 17 years working in the community bank industry during her tenure at WAUSAU. Areas of specialty include working closely with banks and credit unions on implementing RDC solutions, paperless solutions, item processing, archives and disaster recovery.

213- What if You Could Streamline Treasury Onboarding by Changing Just One Thing?
Friday, 12:15-1:30
Michelle Knight, Ropes Wealth Advisors
Michelle Knight serves as Chief Investment Officer and Chief Economist for Ropes Wealth, where she is responsible for apprising clients of the firm of global economic and market activity and its implications for investment strategy. In this role, she leads the Investment Team in making asset allocation decisions and directs investment and manager selection on behalf of all clients. Ms. Knight is a key advisor to the Management Committee, the Chair of the Investment Policy Committee and a member of the Risk Management Committee. Ms. Knight is a frequent contributor to Financial Advisors magazine and Private Asset Management magazine, and has been quoted in Bloomberg, Thomson Reuters, the Boston Business Journal, Forbes, and The Boston Globe.
As Chief Economist for Ropes & Gray LLP, Michelle provided economic and market insights to the trustees of the Private Client Group to aid in their management and oversight of trusts and trust-related assets totaling close to $5 billion.
Michelle was Chief Economist and Managing Director of Fixed Income for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. Prior to joining Silver Bridge, Michelle was Head of the Fixed Income Department at Atlantic Trust, where she was responsible for managing $5 billion in fixed income assets. Before joining Atlantic Trust, she was an Analyst and Assistant Portfolio Manager at J.P. Morgan Investment Management in New York.
Michelle earned a MBA, a MSF, and a BA from Boston College, where she graduated summa cum laude and held the distinction of Presidential Scholar. She was named one of Boston Business Journal’s1 “40 under 40” in 2009, in recognition of her accomplishments as a corporate and civic leader. She is a member of the Boston Economic Club, the Boston College Alumni Association and Council for Women, the Children’s Hospital League, and the Inner-City Scholarship Fund Professional’s Team. Michelle serves as a member of the Investment Committee of Dedham Country Day School, and leads their Community Outreach effort. She also teaches second-grade religious education at Holy Name Church in West Roxbury and was recently named to the Investment Committee for the Archdiocese of Boston.

104- A New Tool for Risk Mitigation 2.0:  Incorporating Environmental, Social, and Governance issues into the investment process.
Thursday, 9:00-10:15
Sandra Koch, Hedge Trackers
Sandra joined Hedge Trackers in 2006. She is responsible for providing risk management and accounting services to clients. Ms. Koch is tasked to evaluate exposure in light of corporate objectives and refine hedge program and related performance reporting. She has extensive experience in foreign currency risk management and implementing cash flow and balance sheet hedging strategies.

405- Recognizing the Critical Role of Hedging Global Operations’ Currency Risk
Thursday, 10:45-12:00
John Kolar, Wells Fargo Bank
John Kolar is vice president and fraud prevention manager for the Digital solutions for business Fraud Prevention and authentication team at Wells Fargo. John manages a team of consultants who create all process documentation and training for the Fraud Prevention investigators.  John has over 18 years of experience in financial services, primarily in Treasury Management, including over five years of experience managing domestic and international online ACH products.

408- Facing the New Faces of Fraud
Friday, 9:15-10:30
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.

508- Payment Innovation Leveraging Faster Payments: What’s Next?
Wednesday, 8:15-9:05
506- Continuing the Payables Automation Journey
Wednesday, 9:15-10:15
Jeff Kulikowski, Endurance/Sompo Insurance
708- Cyber Crime – No Company is Immune – No Matter What Size
Friday, 9:15 – 10:30
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Robert E. Lajoie, Citizens Financial Group - Commercial Banking
Robert has been in the Corporate Electronic Payment area for 30 years.  He has ten years of Electronic Payment experience at a national insurance company, and twenty years working for major financial institutions supporting Automated Clearing House (ACH), Electronic Data Interchange (EDI), and International Payment Systems. He is a past voting representative to the National Automated Clearing House Association (NACHA). Robert has represented both the Financial and Insurance industries at the American National Standards Institute X12 subcommittee (ANSI X12), a past industry representative to ANSI X12 Technical Assessment group ANSI X12J, and Co-chair for the development of the HIPAA implementation guide for Insurance Premium payments. Currently, he is the Senior Product Manager for Citizens Bank’s Real Time Payment initiative.

509- Real Time Payments, More than just a New Payment Type
Friday, 9:15-10:30
Deborah Lawrence-Swallow, Bank of America Merrill Lynch
Deborah Lawrence, Senior Vice President at Bank of America Merrill Lynch, leads a team of professionals to deliver a full array of commercial and investment banking products and services to companies headquartered in the Boston area.  She is responsible for assisting clients to achieve their strategic objectives through lending, treasury and liquidity management, hedging advice, international assistance, and corporate finance recommendations.
During her 25 year career with Bank of America Merrill Lynch and predecessor institutions, she has been involved in numerous syndicated credit facilities and public equity and debt offerings to assist in M&A and buyout activity, as well as helped individuals at client companies connect with the Merrill Lynch and US Trust divisions of the bank that provide personal banking and wealth management services. Prior to her current position, Deb led Fleet National Bank’s Massachusetts Professional Services Banking Division.  Previous positions included leading the National Staffing Services Banking Division, and managing various portfolios of mid-sized companies in many different industries.
Deb currently serves on the Board of Directors of the United Way of Massachusetts Bay and Merrimack Valley.  She is part of its Campaign Cabinet, and co-chaired the UWMB’s 2017 Women’s Leadership Breakfast. She serves on the Governing Board of Mass Mentoring Partnership, the statewide umbrella organization supporting excellence in the youth/adult mentoring sector.  Prior board positions include Lexington Christian Academy, where she chaired the Finance Committee; BU Medical School Alzheimer’s Advisory Board; Massachusetts Staffing Association; and Young Maine Readers, among other nonprofit and community organizations in which she has been engaged.  She is also a mentor to a South African woman business owner through the Cherie Blair Foundation, and has participated in the past as a mentor through the Global Ambassadors Program.
She has a B.A. with a History major from Gordon College, and an M.B.A. with Highest Distinction and a concentration in Finance from Babson College.  She and her family currently reside in Boston.

703- Women in Treasury: Why your Business Needs More Women in the Boardroom and How You Can Help Make that Happen
Thursday, 10:45-12:00
Janice Leahy-Daniels, L&V Partners
Ms. Leahy-Daniels is the Managing Director of LV Partners. She has over 25 years of financial expertise within public accounting, publicly traded multi-national companies, and privately held companies. She excels in the areas of tax, treasury, finance and international trade. She architected, developed, and implemented tax, treasury and trade departments from the ground level up. Ms. Leahy-Daniels has been a featured lecturer at several universities, including Harvard Business School.

215- Translating the Druids: What Treasury Ought to know about Tax
Wednesday, 10:30-11:45
Pam Lenehan, Ridgehill Consulting
Pamela F. Lenehan spent more than 20 years on Wall Street as a managing director in Investment Banking at Credit Suisse First Boston doing mergers and acquisitions and financings for technology companies. She was also an officer of Oak Industries until it was acquired by Corning, and CFO of a high-tech start-up. Currently Pam is on three public company boards of directors: Civitas Solutions (NYSE: CIVI), where she is the presiding director and a member of the audit and compensation committees; Monotype Imaging (Nasdaq: TYPE), where she chairs the compensation committee and is a member of the audit committee; and American Superconductor (Nasdaq: AMSC) where she chairs the audit committee. She is also on the board of directors of The Center for Women & Enterprise where she chairs the nominating and governance committee. Pam is co-chair of the Boston chapter of Women Corporate Directors, on the board of NACD’s New England chapter and the advisory board of the American College of Corporate Directors.
She has a BA in mathematical economics and MA in economics, both from Brown University.

703- Women in Treasury: Why your Business Needs More Women in the  Boardroom and How You Can Help Make that Happen
Thursday, 10:45-12:00
Mike Lenihan, RedBridge DTA
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.

204- Do You See Your Banks as a Necessary Evil? Or as Your Trusted Partner?
Thursday, 3:45-5:00
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.

208- TMS Implementation; Integration to Amplify Success
Thursday, 2:00-3:15
204- Do You See Your Banks as a Necessary Evil? Or as Your Trusted Partner?
Thursday, 3:45-5:00
Geoffrey Lewis, Bright Horizons Family Solutions
Geoff advises and leads the Company’s capital market and corporate finance activities centered around capital structure strategy, cash flow planning, debt / equity issuance transactions, hedging, share repurchase programs and valuations. Mr. Lewis has prior experience in the private equity and investment banking industries and received a Bachelor’s in Finance, cum laude, from the University of Utah.

402- Interest Rate Risk: Changing the Game
Wednesday, 10:30-11:45
Greg Litster, SafeChecks
Greg Litster is president and founder of SAFEChecks, a company specializing in fraud prevention, and is editor of Frank Abagnale’s Fraud Bulletin. Mr. Litster is a former banker of 18 years, has written articles published in AFP Exchange, American Payroll Association, and Sheshunoff’s Corporate Cash Management  Manual.  He has served as an expert witness on several national and international check fraud and embezzlement cases, and has spoken on fraud prevention across the country for numerous financial institutions and professional organizations.

403- BEC Scams and Mobile Banking Fraud – The Wild, Wild West of Financial Fraud
Wednesday, 2:00-3:15
Maria Logiopoulou, Bank of America Merrill Lynch
Maria is an International Treasury Sales Officer in the Global Treasury Solutions (GTS) Team for the Northeast US region. She specializes in working with Commercial global clients to optimize their cash management structure worldwide. Prior to joining the US team, Maria was a Director in the Global Treasury Solutions (GTS) Officers Team in EMEA and was responsible for more than 30 UK headquartered clients with Global GTS relationships. Industries include consumer products, technology and telecoms.
Maria joined Bank of America Merrill Lynch in October 2010 after four years with ABN AMRO and subsequently Royal Bank of Scotland in London where she performed a similar GTS relationship role. Prior to that, she spent eighteen years at Citi in Athens, Greece, specializing in Cash Management and Trade Products. She is a graduate in Statistics and Computer Science, from the University of Athens, (Athens Business School). She has also studied History of French Arts at the University of Paris -Sorbonne.

301- The Strategic Treasurer: Adapting to an Increasingly Complex World
Wednesday, 9:15-10:15
307- Whose Working Capital is it Anyway?
Friday, 9:15-10:30
Meghan Lovetere, Sevo Systems
Meghan Lovetere is the Finance Manager for Sevo Systems, Inc., a U.S. based company that specializes in the design and manufacturing of clean agent mission critical fire suppression systems.  As Finance Manager, Meghan is responsible for the financial accounting and strategic operations while balancing the domestic and international financial portfolio for the company. With over 15 years of professional experience, Meghan Lovetere has worked with international distributors and vendors in over 55 countries, including South America, Asia, Europe and the Middle East.

514- The Future is Now- How Fintech’s and Banks are Working Together to Help Global Treasury Teams Manage Cross Border Payments
Thursday, 3:45-5:00
M
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.

509- Real Time Payments, More than just a New Payment Type
Friday, 9:15-10:30
Tom Malloy, Risk Protection International
Tom’s career spans 40 years in trade credit insurance and finance. He worked as an underwriter and global broker before founding Risk Protection International.
He holds a B.S.- Economics degree from Southern Connecticut State University and an M.S. – Finance degree from Fairfield University.
He is a Director of the Sikorsky Financial Credit Union. He served on the Ex-Im Bank Advisory Board during the Bush and Obama Presidencies. He received a Presidential Citation for volunteer work on the Grace Commission during the Reagan Administration.

305- Current Trends in Supply Chain Finance – Using SCF to Create Working Capital
Thursday, 10:45-12:00
Carolyn Maloney, CTP, Hypertherm
Carolyn Maloney has been the Treasurer of Hypertherm, Inc in Hanover, New Hampshire since 2006. Prior to this date, she was the Controller of Hypertherm, Inc. Carolyn has also been the Treasurer of the Board of Trustees for the Enfield Shaker Museum and has been an active contributor to the Twin Pines Housing Trust organization.
Carolyn passed her CTP exam in June, 2007. In 2006, she got her MBA from Franklin Pierce University. Carolyn attained her Bachelors in Accounting from Bentley College in 1987. As Treasurer, she has been a key fiduciary to the Hypertherm, Inc Stock Ownership Plan. Other areas of focus include global banking, payroll, tax compliance /global legal setup and strategy, credit, Accounts Payable and equity management. She has led or been an active contributor to many of the Hypertherm Global growth and financing projects.

802- Managing the Multi-Generational Workforce: From Boomers to Gen Z
Thursday, 9:00-10:15
307- Whose Working Capital is it Anyway?
Friday, 9:15-10:30
Cody Mamone, CTP, PNC Bank
Cody Mamone, CTP, is a solutions advisor for PNC’s Treasury Solutions Group. In this role, Cody draws on his own experience as a corporate treasurer to advise companies on how PNC’s strategic solutions can help them achieve their complex treasury needs. He joined PNC in November 2017.
Prior to joining PNC, Cody spent four years working as a treasurer in the energy industry, experience that gives him a deep understanding of the challenges facing corporate treasurers. Most recently, he worked as a treasury manager for Nuverra Environmental Solutions, an oil field services company undergoing a restructuring initiative. As Nuverra’s treasury manager, Cody was responsible for forecasting and preserving liquidity, maintaining an optimal borrowing base and credit facility and managing relationships with outside consultants and advisors.
He also worked at Western Refining, one of the largest U.S. downstream oil and gas companies, where he managed treasury operations for three public companies, including a newly spun-off master limited partnership. As an analyst, Cody examined the capital structure and strategic balance sheet investments, as well as modeled commodity and interest rate risks.
Cody earned a Bachelor of Science in finance and a Certificate in International Business Studies from the W.P. Carey School of Business at Arizona State University. He is an active member of the Association for Financial Professionals (AFP) and a Certified Treasury Professional (CTP). Cody is based in PNC’s New York City office.

503- How Millennials are Changing the Payments Landscape:  Paperless Business-to-Consumer Experience
Thursday, 2:00-3:15
Shamez Mangalji, AscendantFX
Shamez Mangalji is experienced foreign exchange dealer with expertise in international payments. He is known to be a leader and ultimate team player.
As a Senior Foreign Exchange dealer. Shamez is instrumental in working with clients to implement foreign exchange policies and strategies. More importantly, he brings new products and solutions to the international marketplace.
In the past, Shamez has worked with many clients in many different industries and have always come up with unique solutions to help them streamline their internal processes, and ultimately, increase their revenue. The experience of working with such a diverse set of clients in sales and technology has given his the ability to help clients navigate the Foreign Exchange market.
Shamez is married and has 3 kids. Hockey, soccer and football rule the house. He is always at either a rink or a field every night of the week as all 3 kids play soccer and hockey at a high level.  Shamez is a huge fan of Real Madrid, the Oilers and yes, the Patriots.

606- The Pains of the B2B Cross-Border Payments Experience
Friday, 10:45-12:00
Lynne Marlor, BNY Mellon
Lynne Marlor is the managing director of Business Development for the Americas within Treasury Services. Lynne was previously head of the Corporate team within BNY Mellon’s Treasury Services area.
Lynne joined BNY Mellon in 2003 after spending several years at First Chicago (now part of JPM Chase).  Lynne joined First Chicago’s credit training program and spent time as a commercial banker in the Midwest.  She then moved into the Cash Management Consulting group where she supported major financial services companies nationwide.  Lynne continued her career throughout the merger of First Chicago and Bank One as the sales manager of the Financial Services sector for Boston and New York markets.
Lynne is the past president of the New England chapter of the Association of Financial Professionals (NE-AFP) and a nationally-known speaker on several treasury topics.
Lynne has a BSBA from Boston University and an MBA Magna Cum-Laude from Suffolk University.

801- The Value of Networking: Three Perspectives
Wednesday, 10:30-11:45
511- Payments 2018:  Global, Faster, Secure, Done!

Friday, 12:15-1:30
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.

303- The New Essentials: Big Data, Biometrics, and Everything In Between
Wednesday, 2:00-3:15
Nancy McDonnell, J.P. Morgan
Nancy is Managing Director for Commercial Banking Treasury Services Sales focused on Commercial Banking clients, including Middle Market, Government, Healthcare, Higher Education and Not-For-Profit clients as well as Corporate Client Banking and Real Estate Banking. Prior to this role she led the Treasury Services sales organization for Middle Market, Government, Not-For-Profit and Healthcare clients in the U.S.
She joined the organization in 1988 in the Corporate Lending Department and has held various management positions in Corporate Banking, Financial Institutions, and Public Sector, in addition to Treasury Services.
Nancy received her bachelor’s degree from Texas Tech University, and started her banking career at the First National Bank in Dallas (now Bank of America). She is a sustaining member of the Junior League of Dallas and a past board member of the Dallas Association for Financial Professionals and the March of Dimes North Texas Chapter. She currently serves on the Advisory Council of the Jerry S. Rawls College of Business at Texas Tech University. In November of 2009, she was elected to the Academy of Women Leaders by the YWCA of New York City. Nancy holds Series 63, 7 and 24 securities licenses.
A native of Levelland, Texas, she and her husband reside in Dallas and have two children.

General Session- Keeping it Under Control: A Calculated Look at Risk
Wednesday, 4:00 – 5:00
Ryan McHugh, BNY Mellon
Ryan McHugh is a Lead Analyst at BNY Mellon for USD Clearing Product Management.  In his current role, Ryan is responsible for strategy and development for Faster Payments initiatives such as Real Time Payments and Tokenized Payments.
Prior to joining the USD Clearing Product Management group Ryan worked as an Analyst for Global Payments in BNY Mellon’s Treasury Service Department.  Mr. McHugh was in charge of preparing financial reports, reviewing performance trends and providing complex financial accounting to assist management in measuring and evaluating Global Payments product performance.
Mr. McHugh has been with the corporation for over 10 years.  He graduated from Indiana University of Pennsylvania with a bachelor’s degree in Economics.

511- Payments 2018:  Global, Faster, Secure, Done!
Friday, 12:15-1:30
Nicole Meyer, The Meyer Partnership
Nicole Meyer is Founder and Managing Partner of The Meyer Partnership, a financial services executive search firm. Nicole has over twenty years’ experience in Transaction and Corporate/Commercial Banking, having spent most her career at Citibank, most recently as Managing Director and Team Leader for Citibank’s North American Financial Institutions Cash Management sales team. During her tenure at Citibank Nicole’s roles ranged from business development to Implementation Head for e-Banking Solutions to North American Cash & Trade Process Reengineering Head. Prior to working at Citibank, Nicole worked for The First National Bank of Chicago and Shawmut Bank Boston. She started her career at Xerox.
Nicole’s search experience includes hiring senior-level executives for roles ranging from the Global Head of Transaction Banking, to the Heads of Regions and Countries, Heads of Products and Service, and Heads of Operational Risk. Her expertise is in the areas of Cash Management and Liquidity, Trade Services and Finance, Working Capital and Supply Chain, Securities Services, and Corporate and Commercial Banking. Given the natural extension of the payments business, Fintech and Digital mandates are on the rise and The Meyer Partnership is deeply involved in this growing sector.
She began her head hunting career in 2007 at The Rose Partnership in London as Head of the Corporate and Transaction Banking Practice.
Nicole is a frequent speaker at Banking conferences and Client Forums, addressing audiences on the topics of Networking to Improve (your) Brand Awareness and Writing Impactful Resumes, and How to Work with Headhunters. She has also been invited to lead workshops on the topics of Interviewing and Managing your Career by clients and prospective clients such as Bank of America, Deutsche Bank, and JP Morgan.
Nicole has an undergraduate cum laude degree in Economics and French and an MBA with Honours from The Wharton School at the University of Pennsylvania. She was formerly Series 7 licensed (General Securities License, Registered Representative in New York) and holds dual citizenship with the UK and US.

801- The Value of Networking: Three Perspectives
Wednesday, 10:30-11:45
Mohan Murali, Axletree Solutions Inc.
Mohan Murali is the President and CEO of Axletree solutions. He has over 26 years of experience in the Information Technology Industry. His experience in building Technology Solutions and Business Development enables him to design solutions to customers with diverse needs. Under his leadership Axletree Solutions has grown exponentially and is considered the vendor of choice for SWIFT Connectivity Solutions. He holds a degree in Electronics and Communications Engineering and is a SWIFT Certified Expert.

404- Update on SWIFT Customer Security Program (CSP)
Thursday, 9:00-10:15
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Coleman Nee, Jr. CTP, Hasbro
CNee

901- Practitioner Open Forum -What Do We Want From Our Banks
Thursday, 9;00-10:15
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Amanda Outerbridge, HarbourVest Partners
Amanda Outerbridge joined HarbourVest’s primary partnership team in Boston in 2000 and focuses on US partnership investments. She transferred to the London office in 2007, where she evaluated and monitored European venture capital and buyout partnership investments. She also spent two years in HarbourVest’s Hong Kong office, where she concentrated on partnership investments in Asia Pacific and emerging markets. Amanda returned to Boston in 2008 and was promoted to principal in 2010.
Her previous experience includes internships with XL Capital Ltd and the Bank of Bermuda.
She received a BS (summa cum laude) in Business Administration from Babson College in 2000.

706- Private Equity 101
Thursday, 9:00-10:15
Conor O'Brien, The Crypsis Group
708- Cyber Crime – No Company is Immune – No Matter What Size
Friday, 9:15 – 10:30
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Dave Paradi, ThinkOutsideTheSlide
Dave Paradi has authored nine books on effective PowerPoint presentations. He is one of only sixteen people in North America to be recognized by Microsoft with the PowerPoint Most Valuable Professional Award for his contributions to the PowerPoint presentation community. He presented highly rated sessions at the AFP Annual Conference in 2015, 2016, and 2017 and an article on creating visuals for financial messages was published in the AFP Exchange magazine in 2016.

309- Improve the Effectiveness and Efficiency of KPI Reporting
Thursday, 2:00-3:15
David Perkins, US Risk Brokers
708- Cyber Crime – No Company is Immune – No Matter What Size
Friday, 9:15 – 10:30
Roberto Perli, Cornerstone Macro
Roberto Perli heads global monetary policy research for Cornerstone Macro in Washington, D.C. Roberto’s experience crafting and implementing monetary policy within the U.S. Federal Reserve system lends him unique insight into an extremely important force in today’s markets. Prior to co-founding Cornerstone Macro, Roberto was a Senior Managing Director and analyst on ISI’s Policy Research Team in Washington, D.C. Before joining ISI in 2010, Roberto was an officer and senior staff member at the Federal Reserve Board in Washington, D.C. In that capacity, he assisted the Board and the FOMC in the formulation of monetary policy, drafted FOMC statements, wrote speeches and testimonies for Chairman Bernanke and other Governors, and led one of the Board groups that designed and implemented the Federal Reserve’s response to the financial crisis.
Before joining the Fed, Roberto started his career as an assistant professor of economics at the University of Pennsylvania from 1995 to 2001. Since 2010, he has been a member (with Andy Laperriere) of the Institutional Investor #1 ranked policy team based on investor votes. Roberto graduated from the University of Venice, Italy in 1990 with majors in Economics and Mathematics and received his PhD in Economics from New York University in 1995.

705- Global Policy Outlook
Wednesday, 9:15-10:15
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.

105- Seeking to Optimize Corporate Liquidity
Thursday, 10:45-12:00
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?
Thursday, 3:45-5:00
Vaske Progri, Deluxe Treasury Management Solutions
213- What if You Could Streamline Treasury Onboarding by Changing Just One Thing?
Friday, 12:15-1:30
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Ian Rasmussen, Fitch Ratings
Ian Rasmussen is a senior director in the Business and Relationship Management group. He currently is focused on building Fitch’s presence in the short-term markets. Previously, Ian was the team leader of the Funds and Asset Management Ratings group specializing in rating money market funds, closed-end funds and conducting CLO manager risk reviews. Ian also worked in Fitch’s credit policy group and focused on credit derivatives and structured finance.
Ian earned a BS in finance from Southern Utah University and an MBA in finance from Fordham University Graduate School of Business.

101- Comparing New Investment Alternatives: Products and Strategies
Wednesday, 9:15-10:15
Steven Reed, Netcracker
Steven Reed is the Director of Tax & Treasury for Netcracker. He has over 20 years’ experience in difference industries, including Life Sciences, Retail, Technology, and Manufacturing. His areas of focus have included Federal and International & State Taxation, Insurance, M&A, ASC 740 and Corporate Intercompany Structuring and Management.
Steven has an undergraduate degree in Finance and International Business and a Master’s degree in Taxation (MST) from Northeastern University.

301- The Strategic Treasurer: Adapting to an Increasingly Complex World
Wednesday, 9:15-10:15
Rob Richard, GPS Capital Markets, Inc.
Rob specializes in establishing hedging strategies and implementing risk management solutions for corporate foreign exchange exposures.  Prior to working at GPS Capital Markets, Inc. Rob spent the past seven years with FiREapps, a Scottsdale, Arizona-based software company that specializes in currency exposure analytics and FX management. After working for three years as business development manager, he was then in the company’s sales and account executive role for nearly four years, covering a variety of prospects and clients across many major U.S. cities and markets.

602- Best Practices in Netting Global Risk & Payments
Wednesday, 10:30-11:45
Jonathan Rosenoer, IBM Blockchain
Jonathan Rosenoer is the Global Governance and Compliance Leader for IBM Blockchain & Digital Currency. His focus is on Blockchain and Digital Currency, Artificial Intelligence and Machine Learning, AML/KYC, Digital Identity and Privacy & Anonymization.
He has planned, delivered and managed functional risk and compliance systems, including regulatory examinations for some of the world’s largest financial institutions. He has extensive digital product and distributed computing platform development experience,including Blockchain precursors.
He has a BA from Boston College, a JD from UCLA and executive education at Wharton. He is the author of “The Clickable Corporation” and “Cyberlaw: The Law of the Internet”. An IBM Master Inventor, he holds two patents; one on Operational Risk Assessment and one on Mitigation and Authenticating A User Seeking to Perform an Electronic Service Request.

707-Blockchain, Cryptocurrency, and the Production State of Play
Wednesday, 8:15-9:05
Maxine Rotigliano CTP, Fresenius Medical Care
Maxine is responsible for the oversight and management of Cash Management related duties North America. Develops and recommend enterprise-wide policies to safeguard Company assets. Maintain banking relationships with 25+ banking partners overseeing 900+ bank accounts. Responsible for timely analysis and execution of strategies designed to accelerate cash flow, reduce risk, optimize debt and liquidity, and reduce interest expense.

202- Account Analyses: Starting Point for Good Bank Management
Wednesday, 9:15-10:15
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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.

210- Unclaimed Property – The Top Ten Things Financial Professionals Should Know
Friday, 9:15-10:30
Nicole Sahin, Globalization Partners
Nicole Sahin is the CEO of Globalization Partners, which is currently ranked as the fastest growing women-lead private company in America. Globalization Partners breaks down barriers to global business with its Global PEO platform, which enables companies to expand into 150+ foreign markets without establishing subsidiaries. The platform enables companies to hire employees overseas in a matter of days instead of the months or years it has traditionally taken companies to expand into new markets. Nicole is passionately focused on ensuring that her firm remains the most trustworthy solution for companies navigating a complex global legal environment. She has twice been named an EY Entrepreneur of the Year Finalist and lead Globalization Partners to achieve a ranking of #6 on the 2016 Inc. 500 list of Fastest Growing Private Companies in America.
Prior to launching Globalization Partners, Nicole helped build High Street Partners, which developed software to simplify management of global accounting, payroll and tax matters for CFOs and controllers. Nicole has also owned a small business in the Caribbean, and co-founded a school in Cambodia. Nicole lives in Boston.

802- Managing the Multi-Generational Workforce: From Boomers to Gen Z
Thursday, 9:00-10:15
Hank Seemore, Partners Healthcare
Hank is Treasury Director for Partners Healthcare.  He is a results-driven, process-oriented leader with a proven track record providing the financial, strategic, and operational leadership to improve efficiency, achieve compliance, reduce costs, and generate revenue in entrepreneurial and multi-billion dollar operating environments across healthcare, consumer products and financial services.
Hank earned his MBA from MIT-Sloan School of Management.

511- Payments 2018:  Global, Faster, Secure, Done!
Friday, 12:15-1:30
Andrew Shafter, CTP, Community Capital
Andrew Shafter is a Client Portfolio Manager at Community Capital Management responsible for presenting and marketing CCM’s two mutual funds to financial advisors and various distribution channels. He also serves as a liaison between internal divisions and the investment team.  He is a seasoned investment professional and well-versed in all asset classes.  While working on the asset management side, Mr. Shafter has served his firms in many capacities.  He has been a research analyst covering various sectors, a portfolio manager for merger arbitrage and has been listed PM on various mutual funds.
Andrew earned a BA in Economics from Hobart College and an MBA from Northwestern’s Kellogg Graduate School of Management.  Andrew is an elected member of the Hingham School Committee and is currently serving as its Chair.  He serves on the Hingham Scholarship Investment Committee and Northwestern University’s Leadership Council Boston.  He has earned the CTP (Certified Treasury Professional) designation which is administered by the Association of Financial Professionals (AFP) and the Fundamentals of Sustainable and Responsible Investment Certificate which is administered by USSIF.  Andrew holds his FINRA Licenses

104- A New Tool for Risk Mitigation 2.0:  Incorporating Environmental, Social, and Governance issues into the investment process.
Thursday, 9:00-10:15
Arup Sinha, J.P. Morgan
Arup is an Executive Director at J.P. Morgan’s Corporate Client Banking and Specialized Industries, focusing on Corporate Treasury Solutions. He brings over 20 years of international management experience both as a practitioner and a trusted advisor. Prior to J.P. Morgan, he held roles of increasing responsibility at KPMG, Ernst & Young, MasterCard, NBC Universal and GE Capital.

306- Treasury: A Partner in Expansion for Growth
Friday, 12:15-1:30
Taunya Stokes, Boston Properties
506- Continuing the Payables Automation Journey
Wednesday, 9:15-10:15
Glenn Suarez, HedgeTrackers
Glenn has nearly three decades of experience managing financial risk management, derivatives and traded financial instruments. Mr. Suarez’s specialties include strong analytic and client engagement abilities in the areas of derivative and fixed income accounting. He also covers financial risk management, hedging strategy, and ASC 815/830 program implementation. Mr. Suarez earned his B.S., Industrial Engineering and M.S., Operations Research degrees from Stanford University.

308- Channel the Change: Get Ready for the New Hedge Rules!
Friday, 10:45-12:00
Lucy Suarez, CTP, ACI Worldwide
Lucy Suarez is a Senior Solutions Consultant for ACI Worldwide, a global leader in electronic payments. In this role, she is engaged in both sales support to new financial institution clients and in a consulting role to a portfolio of existing clients. The online banking services Lucy supports include commercial cash management, retail online banking, and mobile. Lucy has been in the industry for 20 years, initially managing training for cash management products, and then as a solutions consultant.
Lucy has a BA in Marketing, is a Certified Treasury Professional and a frequent speaker at regional and national treasury conferences.

401- Take the Money and Run: Stopping Fraudsters in their Tracks
Wednesday, 9:15-10:15
803- For Public Speaking and Presentation – It’s the Six P’s! Proper Planning and Preparation Prevents Poor Performance
Thursday, 3:45-5:00
Phyllis Swanson-Welton, State Street
Phyllis joined State Street Global Treasury in 2017 as an Intraday Liquidity AVP, where she crafts solutions that position the firm in managing and monitoring its Global Intraday Liquidity positions in ways that meet global regulatory demands, improve liquidity efficiency, and positions the firm for growth and innovation in the payments and securities settlement space.
Phyllis leverages her vast experiences from Asset Management and Treasury Services positions that she has held in other large banks for over 10 years, and is focused on harnessing the power of data to create asset and market insights, which then craft the necessary forecasts relevant to Intraday positioning around the world.
Phyllis holds a bachelor’s degree in Mathematics and Philosophy from Assumption College, and master’s degrees from both the Episcopal Divinity School and Norwich University, where she was awarded the M.A. in Diplomacy, International Commerce concentration, in 2015.

409- An Open Discussion on Mitigating Liquidity Risk in a Globalized Age: Challenges & Horizons
Friday, 10:45-12:00
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Adam Taplinger, Pricewaterhouse Coopers LLP
Adam is a Director in PwC’s Advisory Financial & Treasury Management consulting practice. Since 2010, Adam has focused his support on risk and control frameworks and organizational designs, global cash and banking strategies and cash forecasting implementations. More specifically, Adam has helped organizations redesign their global payments strategy in line with back office transformations. In addition, Adam has led numerous acquisition integrations, mergers and divestitures focused on both pre and post deal related activities, including but not limited to cash and liquidity analyses, working capital adjustments and overall treasury day one operational readiness.

207- Digital Treasury: A Future-State Vision
Thursday, 10:45-12:00
Tyler Thurgood, GPS Capital Markets
Tyler is in his fifth year at GPS 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. 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 in its region.

602- Best Practices in Netting Global Risk & Payments
Wednesday, 10:30-11:45
Laurens J.A. Tijdhof, Zanders Treasury & Finance Solutions
Laurens Tijdhof is a Partner at Zanders Treasury & Finance Solutions. He joined Zanders in 2000 and is joint responsible for the global corporate treasury & risk practice. Furthermore he is heading the international activities, which includes the offices in Brussels, Zurich and London.
Laurens has gained a broad understanding of treasury transformation at multinational corporate clients, focusing on strategy, organization, processes and systems.
He studied at Tilburg University (Netherlands) and holds master degrees in Business Administration (MA), Fiscal Economics (MSc) and Tax Law (LLM). Laurens is a regular conference speaker, guest lecturer and author of articles in specialist publications.

701- Treasury Maturity and the Impact of Exponential Technology
Wednesday, 10:30-11:45
  
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Marguerite Versacci, CTP, Tronox
Marguerite Versacci has been working in the treasury field for over 15 years and has broad experience in Treasury Operations. She is currently the Assistant Treasurer at Tronox Limited, a global leader in the mining, production and marketing of inorganic minerals and chemicals. She is responsible for the global treasury activities at its corporate headquarters in Stamford, CT. The company has operations in the United States, Australia, Netherlands, South Africa. She received her Bachelor of Science in Business Administration from Salve Regina University in Rhode Island and her Master of Business Administration from Pace University in New York. She is a board member of the Fairfield County Association for Financial Professionals (FC-AFP) and is also a Certified Treasury Professional (CTP).

504- Sharpening your Focus on Smarter Receivables
Thursday, 2:00-3:15
WY Z
Logan Wacker, Elire
Mr. Wacker is an Elire Managing Treasury Consultant with over 7 years of Financial Services experience. Specialties include PeopleSoft and Oracle Cloud Cash Management and SWIFT Implementations, with an emphasis in international payments, cash forecasting, bank reconciliation, and global liquidity.

203- Effectively Managing Global Liquidity using Oracle Cloud
Wednesday, 9:15-10:15
Linda Whitlock, The Whitlock Group
Linda Whitlock, a leadership advisor and professional director, has won widespread respect for a strong record of effective management, corporate and non-profit board leadership, and public service.  She is on the board of Cambridge Trust Company, served as the board’s first Lead Director, chaired the recent search for the Company’s CEO, and chairs the Corporate Governance Committee.  She is one of two independent members of the board of the Red Sox Foundation, the largest foundation in professional sports, and serves on the President’s Advisory Committee at Brigham and Women’s Hospital, where she was a trustee and board leader for 9 years.
The Founder and Principal of The Whitlock Group, which provides strategy consulting to boards of directors and CEOs, Linda is the immediate past Nicholas President and CEO of Boys & Girls Clubs of Boston.  She has been an active participant on more than 20 corporate and non-profit boards, including the boards of the Boston Stock Exchange; two Bain Capital portfolio companies; Brandeis University; the Museum of Afro-American History; Boston Children’s Chorus; and other leading companies in the real estate, financial services, arts and culture, biopharmaceutical, and education sectors.
Linda taught at MIT, Tufts, and the University of Michigan, and has been a Senior Fellow at Boston University’s School of Management.  She served in the administrations of Governors Dukakis and King, and has been appointed by Democratic and Republican Governors and Mayors to an array of boards and commissions.
She has been recognized as a Distinguished Bostonian by the Greater Boston Chamber of Commerce, a Shattuck City Champion by the Boston Municipal Research Bureau, a Woman of Valor by the Anti-Defamation League, among numerous honors bestowed by the top business and civic institutions in the region, including the Boston Business Journal, Boston Magazine, Big Sister Association, Youth Villages, among many others.
Linda is an alumna of Mount Holyoke College, received her Master’s degree from the University of Michigan, and has been awarded honorary doctorates by Suffolk University, Babson College, and Pine Manor College.  She has completed Executive Education programs at Harvard Business School and the Kennedy School of Government, and the Aspen Institute.  She is a member of The Boston Club’s Corporate Advisory Committee, Women Corporate Directors, Women Leading Change, the Boston Women Leaders Network, and the Boston Library Society.
Notably, Linda was one of the top national fundraisers for Hillary for America and co-chaired the MA Finance Committee for the 2016 presidential campaign.  She has long been active in politics at the local, state, and national levels, having served in roles as varied as volunteer, precinct captain, campaign manager, and campaign co-chair, among others.  She was Co-Chair of Obama Victory Trustees during the 2012 presidential campaign and was Associate Finance Director for the Dukakis for President campaign in 1988.
 She is a frequent lecturer on effective leadership, organizational change, good governance, and philanthropy.

703- Women in Treasury: Why your Business Needs More Women in the  Boardroom and How You Can Help Make that Happen
Thursday, 10:45-12:00
Graeme Williamson, Boston Scientific
201- Caring for Cash with Supply Chain Financing
Thursday, 10:45-12:00
 
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