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31th Annual EXPO L.A. Speakers Bio's
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Linnea McCord, J.D., M.B.A., Graziadio School of Business & Management, Pepperdine University
Linnea B. McCord is the Associate Professor of Business Law at the Graziadio School of Business & Management, Pepperdine University. She practiced law for many years prior to entering the academic environment, including private practice and acting as the General Counsel of a company that was part of a high-technology Global Fortune 500 multinational corporation headquartered in New York and Paris. She has been a frequent commentator for numerous media outlets including the New York Times, the Wall Street Journal, and the Orange County Register, KNX, KFWB and KPCC radio stations, and Bloomberg Television. She is also a professional public speaker and has delivered numerous seminars and speeches to public and private companies, government entities, nonprofits, associations and academic institutions across the United States. Dr. McCord received a Bachelor of Arts degree from University of Sydney (including one year of law school at the University of Sydney Law School), a Juris Doctor degree from the University of Houston Law Center, and a Masters of Business Administration degree from the University of Texas at Austin.
Keynote Speaker: Thursday 12:45p.m. - 1:45p.m. - The Future is Up to U.S.
Many of our so-called experts were stunned by the breadth, scope and speed of the financial meltdown in 2008, claiming no one could have seen this financial calamity coming. This is not true. What happened in 2008 was entirely predictable, and so is our future. However, to see the future requires an ability to see with crystal clarity and without emotion what already exists today.
Brian Perry, Chandler Asset Management
Brian Perry, CFA Vice President, Investment Strategist Brian joined Chandler Asset Management in 2005 and currently serves as the firm’s Investment Strategist. In that role, Brian analyzes economic developments, conducts research on financial topics, and helps formulate investment strategy. Brian was also instrumental in creating a new quantitative corporate credit analysis program and in developing the firm’s capital market forecasts and asset allocation models. In addition to his investment responsibilities, Brian is responsible for Chandler’s client education activities. In that role, Brian authors the monthly Chandler Bond Market Review, has contributed numerous articles to investment industry publications, and is a frequent speaker at investment conferences and charity events. Brian also appears on NBC news to discuss the financial markets and is the author of “From Piggybank to Portfolio” an investment guidebook scheduled for publication in February 2010 by Sterling and Ross Publishers. Prior to joining Chandler, Brian worked as a fixed income trader for an investment bank, where he was responsible for trading government, corporate, and emerging market securities. Brian has a BS Degree in Finance from Villanova University, an MBA in International Business from National University, and an MA Degree in International Affairs from The Fletcher School at Tufts University. He is a member of the San Diego Financial Analyst Society and holds the designation of Chartered Financial Analyst (CFA).
Keynote Speaker: Friday 12:30p.m. - 1:30p.m. - Managing Your Emotions and Your Investments in a Post-Crisis World
Investors are often unaware of the impact their emotions have upon their investment decisions, particularly following the market crisis of 2008-2009. This presentation will examine some of the most common behavioral traits that might affect an investor’s performance as well as ways to overcome them. This presentation will also discuss the ramifications of the financial crisis on the economic and investment landscape and how investors can protect their assets and find opportunities in a changing world.
Christopher Thornberg, Beacon Economics
Christopher Thornberg is a founding principal of Beacon Economics and widely considered to be one of California’s leading economic forecasters. An expert in economic forecasting, regional development, real estate dynamics, and labor markets, he was one of the earliest and most adamant predictors of the housing market crash and of the economic recession that has followed. In 2008 he was appointed as chief economist for California State Controller John Chiang as well as chair of the Controller’s Council of Economic Advisors. He also serves on Governor Arnold Schwarzenegger’s Economic Strategy Panel, and on the advisory board of Paulson & Co. Inc., one of Wall Street’s most successful hedge funds. Dr. Thornberg holds a Ph.D in Business Economics from The Anderson School at UCLA, and a B.S. in Business Administration from the State University of New York at Buffalo.
Session 1: Thursday 9:00a.m. - 10:00a.m. - What's Next? An Economic Forecast for the U.S. and California
Christopher Thornberg will deliver his latest insights on the state of the U.S., California, and Southern California economies - where they are and where they are going. Dr Thornberg's forecast will include an in-depth look at what is likely to happen with major economic indicators including employment, home prices, taxable sales, defaults in the residential and commercial markets, and business spending and activity. He will provide context for the current downturn by revealing long-term trends and comparing California's long-term outlook to that of the nation. He will also discuss how government and Federal Reserve policy has affected the downturn to date and what to expect as these policies change.
Sheila Anderson, Chesapeake System Solutions, Inc.
Sheila Anderson, CPA, is a Senior Financial Systems Consultant with Chesapeake System Solutions, Inc. Ms Anderson researches and consults on current accounting and regulatory issues. Her expertise is widely sought after for ongoing product development and company presentations.
Ms Anderson has served as Auditor, Senior Accountant, Cost Manager and Senior Investment Analyst for large corporations. A frequently requested industry speaker, she is an active member of the AICPA and IMA.
Session 2A: Thursday 10:30a.m. - 11:30a.m. - Fraud Prevention and Detection: Build Your Confidence
Based on recent reports, fraud is on the rise due to the state of the economy. According to a recent survey conducted by KPMG Forensic Fraud Survey 2009, 66% of executives surveyed reported inadequate internal controls or compliance programs at their organization, allowing fraud and misconduct to go unchecked. More than 70% are concerned with the potential loss of public trust when market confidence is at a premium.
The need for increased fraud prevention and detection education is at an all time high. This session will help executives increase their understanding of how to identify different types of fraud, increase awareness, implement prevention measures and programs to safeguard company assets and strengthen internal controls.
Rohit Godara, J.P. Morgan
Rohit Godara is a Vice President with J.P. Morgan Treasury & Securities Services. As a senior advisor with the Treasury Services Advisory Solutions team, Rohit works with his partners in sales and product to engage large corporate clients in strategic conversations and address key priorities across global treasury operations such as working capital, debt, investments and tactical process improvements. His constant focus is to provide best practice solutions that help solve the client’s significant challenges including cash forecasting, expense management, efficiency improvements, compliance, bank relationship management, communication and change management. His areas of specialty and expertise include working capital optimization, cost reduction through strategic and tactical sourcing, revenue assurance and enterprise risk management. Rohit has over nine years of professional experience, with six as a management consultant helping clients in industries such as communications, media, technology, pharmaceutical and life sciences, client services and retail organizations. His work has included revenue assurance, financial transformation (in order to cash, procure to pay), financial modeling, financial close and reporting, regulatory compliance, operational process improvement and systems use and security.
Prior to joining J.P. Morgan, Rohit was a manager with PricewaterhouseCoopers’ (PwC) advisory practice where he helped clients realize efficiencies through emerging technologies, organizational restructuring and process improvements via a metrics and key performance indicator driven approach. In this role, Rohit assisted the PwC private equity group in developing a working capital management optimization viewpoint (order to cash, procure to pay, forecast to fulfill) which targeted portfolio companies in an effort to enhance revenues for the firm. Additionally, he was a recipient of the prestigious Chairman's Award during his tenure at PwC. A graduate of the University of Delhi, India and the University of Arizona, Rohit holds an undergraduate degree in business administration and an MBA.
Session 2B: Thursday 10:30a.m. - 11:30a.m. - How to Manage Working Capital During Turbulent Times
The session will cover the following key topics
• Working Capital Trends In the Marketplace
• Impact Of Optimal Working Capital On Organizations
• Global Payables Continuum – Levers For Optimal Working Capital
• Global Receivables Continuum – Levers For Optimal Working Capital
• J.P. Morgan – Organized For Your Success
Mary Ellen Putnam
, BankServ
Mary Ellen Putnam is Vice President and General Manager of BankServ's International Business Unit.
Joining BankServ in July 2005, Ms. Putnam brings 20 years of experience in financial services and technology to the company.
Prior to coming to BankServ, Ms. Putnam was the Director of Corporate Banking for Stratus Technologies, expanding the banking market for Stratus by developing strategic partnerships with leading technology vendors. Prior to that, Ms. Putnam held the position of Director of Product Management and Marketing at IntraNet, responsible for new products and applications in the electronic payments and SWIFT business.
Ms. Putnam has held other senior management positions — with Logica as head of product management for the electronic payments product, and financial industry marketing at EMC and Digital Equipment.
Ms. Putnam also serves on the Board of Directors of BankServ International.
Session 2C: Thursday 10:30a.m. - 11:30a.m. - SWIFT Corporate-to-Bank Connectivity
Case Study: BMC Software
Corporations are becoming more aware of the benefits of SWIFT corporate-to-bank connectivity. In fact, there are now over 512 corporations registered with SWIFT. However, they are less aware and prepared to deal with the planning, implementation and ongoing operations for such a project. This presentation reviews the benefits of using SWIFT to connect with your banks, as well as the advantages of using a Service Bureau to help expedite the implementation, reduce costs and gain valuable expertise and support required. A case study on BMC Software’s recent SWIFT implementation will explore some of the key challenges and success factors.
James Clark, Union Bank
James manages the Payables, Receivables and International product management teams at Union Bank, located in Los Angeles. Key product responsibilities include lockbox, controlled disbursement, remote deposit capture, ACH, wire transfer and Global Treasury Services. Before joining Union Bank in 2009, James was at Wachovia and Bank of America, where he held positions in Operations and Product Management. He has been a Electronic Payments product manager, team leader, program management officer and Head of European Product Management for a global bank. He has an MBA from Johns Hopkins University as well as CCM and Certified International Cash Manager certifications.
Session 2D: Thursday 10:30a.m. - 11:30a.m. - Breaking Down Silos
Many web-based treasury management systems grew up from independent, stand-alone products. These “product silos” may successfully perform certain functions, but often do not share information or even a common “look and feel” across different applications. And increasingly, it’s not enough just to look the same. New systems will need to work the way end-users operate. Whether it’s automating repetitive tasks, providing remittance details through untraditional means or intelligently routing information, the next generation of web systems will be dramatically different than the systems they replace, and will provide exciting challenges and opportunities to corporate users and financial institutions.
Greg Litster, SAFEChecks
Greg Litster is President and founder of SAFEChecks, 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 cases, and has spoken nationally on fraud prevention for several organizations, including Texpo, Windy City Summit, and New York Cash Exchange. Mr. Litster earned a Master of Business Administration from Brigham Young University.
Session 3A: Thursday 1:45p.m. - 2:45p.m. - Financial Influenza I: Cyber Crime – Vaccines For Your Organization
Cyber crime is exploding. Bank account numbers and credit cards are being sold through black market online bazaars. Over 10 million computers in the USA are bot-infected, up from 5 million just two years ago. Who is responsible for losses from a cyber breach of a company's computer system? Can a bank be liable for losses over which it had no control? Participants will receive in-depth and up-to-date answers to these questions. Current information on cyber crime and company vs. bank liability will be addressed. Participants will be updated on the latest cyber crime scams, and will learn specific strategic defenses to help prevent losses, including new technologies that are now available. Prevention is the only "vaccine" for the financial influenza of cyber crime.
Ben Kavalec, Travelex Global Business Payments
Vice President of Commercial Sales Ben Kavalec has more than 14 years of experience in the payments industry. A graduate from the University of Nebraska at Omaha, his wealth of payment industry knowledge has been instrumental in helping many corporations improve their payment processes, while reducing their costs and risks
Session 3B: Thursday 1:45p.m. - 2:45p.m. - Improving Control & Visibility Across the International Payments Process
As part of a global economy, the payments process – domestic and international, incoming and outgoing – is becoming increasingly complex. From currency risk to cash management integration, businesses of all sizes seek innovative solutions to mitigate these challenges and streamline the process. This session will outline best practices in check to ACH conversion, resulting in both cost and time savings.
Christopher Van Alstyne & Carol H. Sullivan, Northern Trust Global Investments
Christopher Van Alstyne is a Senior Vice President at Northern Trust, NA. He is a member of the Balance Sheet & Operating Assets Group in the Northern Trust Global Investments business unit. Chris has over 20 years of experience having worked with Standish/Mellon, Scudder and Gabelli Asset Management where he has primarily focused on investment strategies for the balance sheet and operating assets of institutional investors. He has also worked extensively with investment advisors, banks and third party distributors.
Carol H. Sullivan is a Senior Vice President at The Northern Trust Company, Chicago. Carol is director of the Enhanced Cash Group of portfolio managers, responsible for separately managed accounts for taxable and tax exempt mandates. Prior to joining Northern Trust in 1996, Sullivan was a senior partner in a bank-owned investment management company. She began her investment career in 1980, developing liquidity products for financial institutions. Sullivan received a B.A. degree in English from St. Xavier College and an M.B.A. degree in Finance from DePaul University. She is a member of the CFA Society of Chicago and the national CFA Institute.
Session 3C: Thursday 1:45p.m. - 2:45p.m. - Tax Sensitive Investing – Effectively Managing the Operating Funds in a Rising Tax Environment
This will be a panel discussion format focused on the current market for taxable and municipal securities and the returns across the short end of the curve. We will introduce the idea of after tax return and the impact of a rising corporate tax rate that can be as high as 40 % after state and local taxes are added to the burden. We will also discuss long term trends in the municipal and taxable markets that will impact price and yield due to supply issues. Group interaction is encouraged allowing the audience to hear similar issues being faced by their contemporaries. However, the panelists would provide color on several scenarios for discussion purposes.
Richard Richardson, Phoenix-Hecht
Richard D. Richardson is Senior Vice President of Phoenix-Hecht, an industry leader in corporate treasury management information services including market research and education. Phoenix-Hecht, located in Research Triangle Park, NC, is best known for it’s database products such as the Postal survey, Clearing Study and Collection and Disbursement models. Phoenix-Hecht is also a leader in Market Research in Cash and Treasury Management and publisher of information for the Treasury Management Profession. Prior to joining Phoenix-Hecht, Mr. Richardson was Assistant Treasurer at Hardee’s Food Systems, Inc. and has extensive experience in the area of credit, accounts receivable, bank financing and other treasury management related functions. He is a member of the North Carolina Treasury Management Association where he has served as president and continues to serve on its Executive Committee and Board of Directors. He is also a charter member of the Association for Financial Professionals (previously the Treasury Management Association) where he has served on its Board of Directors and served as Membership Chairman and Government Relations Committee Chairman. Mr. Richardson has also served as a member of the Federal Reserve Industry Advisory Group on Future EFT Payment Services and Advisory Group on Same Day Payments. Mr. Richardson is a native of North Carolina and attended East Carolina University where he majored in Business Administration. He is on the faculty of the Berkeley Cash Management Program at the Haas School of Business at the University of California at Berkeley and the Treasury Management Program at the Kenan-Flagler School of Business at the University of North Carolina at Chapel Hill. He has been a speaker at numerous cash and treasury management seminars and conferences and often speaks on a variety of topics at meetings within the financial industry throughout North America. Additionally, he is often quoted on industry topics and has authored several articles on subjects related to cash and treasury management that have been published in numerous magazines and journals.
Session 3D: Thursday 1:45p.m. - 2:45p.m. - Bank Pricing 2010: Perceptions, Trends and Reality in Unusual Times
This session will deal with the many new developments which have taken place within the banking industry during the past few years and the dynamic effects these changes had had on prices which corporations pay for cash and treasury management services. This includes trends, perceptions and the reality observed by corporations and the need for corporations to be aware of the changes taking place, especially within the last 18 months which now requires ongoing vigilance. Corporations are being faced with escalating prices in certain areas, fewer choices, less leverage, less control and more sensitivity within their banking relationship. With an uncertain future, now is the time to focus on bank pricing, your banking relationships and the search for quality providers. The session will focus on discussion topics that include: • The effects bank mergers have had on bank pricing, credit and quality of products, services and providers, • Results of the latest bank pricing survey and market research studies, • Pricing trends over the last few years and what the future may hold, • Examples and trends of bank pricing practices, and, • Comparison of price increases and how bank interact with customers and prospects. Participants will come away with an understanding of bank pricing trends, industry trends and perceptions and the reality of what the future may holds in today’s corporate-bank relationship. More importantly, participants will come away with actions steps they can take to insure that their organization has found the right balance in these uncertain times.
Greg Litster, SAFEChecks
Greg Litster is President and founder of SAFEChecks, 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 cases, and has spoken nationally on fraud prevention for several organizations, including Texpo, Windy City Summit, and New York Cash Exchange. Mr. Litster earned a Master of Business Administration from Brigham Young University.
Session 4A: Thursday 3:15p.m. - 4:15p.m. - Financial Influenza II: Check Fraud – Vaccines For Your Organization
Check fraud dominates the world of payment fraud. Over 81% of all payment fraud losses are from check fraud - four times more than all other forms of payment fraud combined (credit card, debit card, ACH). Who is responsible for check fraud losses? Can a bank be liable for losses over which it had no control? Participants will receive in-depth and up-to-date answers to these questions. Current information on check fraud and company vs. bank liability will be addressed. Participants will be updated on the latest check fraud scams, and will learn specific strategic defenses to help prevent losses. They will learn of new technologies beyond Positive Pay to catch altered checks, including added payees. Prevention is the only "vaccine" for the financial influenza of cyber crime and check fraud.
Troy Angara & Adrian Reed, Wells Fargo Bank
Troy Angara- With more than 19 years of financial services experience, primarily in global treasury and product management roles, Troy Angara represents Wells Fargo International Treasury Management in the west coast region of the US. Troy earned his Bachelor of Science degree in Finance from the University of Texas in Austin and began his career at ABN AMRO bank. In his current position, he serves in an advisory capacity to clients on matters regarding global treasury, liquidity management, working capital efficiencies, and operating strategies. His client base is made up of companies operating in North America, Europe, Latin America, and Asia Pacific regions. Troy is based in San Francisco, California
Adrian Reed has 9 years of financial service experience primarily consulting clients with domestic and international Treasury Management needs with Wells Fargo Bank. He earned his Bachelor of Science degree in Supply Chain Management from Arizona State University. In his current position, he provides banking solutions to California businesses that are trying to expand globally, or trying to streamline their existing international operations. Adrian is located in both Los Angeles, California and Phoenix, Arizona.
Session 4B: Thursday 3:15p.m. - 4:15p.m. - Global Treasury Management
Back to Basics: liquidity squeeze and how to bring it all together – controlling your Working Capital needs to maximize interest income and global AP/AR. · Centralizing treasury into one sand box: Global reporting, enhanced security and cash positions · Industry updates: SEPA, SWIFT, FTP solutions · The journey to the unknown (awareness): steps to establishing a global TM policy · M&A Activity and gaining control of foreign acct activity
Andrew Goodale, State Street Global Advisors
Andrew is a Vice President of State Street Global Advisors and a member of the Global Cash Management team.
Prior to joining SSgA, Andrew spent 15 years in cash management and fixed income at MBIA Asset Management in Armonk, NY. Most recently, Andrew served as Director, Advisory Services at MBIA Asset Management supervising the Marketing, Client Servicing and Product Development for separately managed and commingled cash accounts. Earlier in his career at MBIA, Andrew worked as the Vice President, Director of Marketing and the Assistant National Sales Manager.
Andrew received a BA in History from Castleton State College and an MPA in Financial Analysis from the Maxwell School of Syracuse University.
Session 4C: Thursday 3:15p.m. - 4:15p.m. - Effectively Managing Liquidity in the Current Interest Rate and New Rule 2a7 Environment
This presentation will include the options available for safely managing both domestic and offshore institutional cash reserves and working capital and the methods employed when selecting those managers best suited to providing excellence and experience in this capacity.
Katherine Poxon & Michael McSpadden, Garda
Katie Poxon has worked in the cash management field for the past 16 years, focusing primarily on financial and retail institutions and the cash management issues they typically encounter. Some of these issues include, more specifically, developing solutions to help improve corporate earnings credits, implementation of multi-tasking integration systems, and improving overall production efficiencies at all levels within varied organizations.
Most recently, Katie has integrated a financial solution for a bank on the west coast with a program that enables the bank's retail customers nationwide to receive access to their working capital while the funds remain in the retail store. Katie's expertise in the market has been sought out by several AFP/TMA groups who have asked her to speak to them on such topics as progressive treasury, retail, and financial trends in the world today. For the past ten years Katie, at the request of the Los Angeles Police Department, has served as a Board Member to assist LAPD Reservists and Local Law Enforcement with Treasury Management and recommendations for revenue distributions.
Roger Ortiz, Director of Finance, BJS Restuarants
Michael McSpadden, Senior Vice President, Garda
Session 4D: Thursday 3:15p.m. - 4:15p.m. - Cash Management Solutions
Successful Cash Management solutions for a changing and evolving industries.
Bill Carpou, Profit Recovery Partners
Bill Carpou joined Profit Recovery Partners (PRP) in September 2008 as Executive Vice President. He is responsible for the firm’s revenue growth initiatives. Prior to joining PRP, Bill served in a variety of senior executive positions at IKON Office Solutions including Vice President of Marketing and Marketplace President for one of the company’s largest operations. Earlier, he worked as Executive Vice President completing several acquisitions as part of the company’s growth and expansion strategy. Before joining IKON, Bill worked at Merrill Lynch as Vice President, Investments. Prior, Bill was at Xerox Corporation for 13 years in a variety of sales and management positions. He holds a BS degree in Marketing from Villanova University.
Session 5A: Friday 9:00a.m. - 10:00a.m. - The Cutting Edge of Expense Reduction: Generating Cash Flow by Optimizing Existing Indirect Cost Structure
In the current economic landscape, it is rare to find a company that has not “cut their costs” to the maximum. As companies close the doors to low performing offices and cut headcount , it has now come to the next wave of cost reduction. After interviewing hundreds of CFO’s, Bill has found that the reduction efforts usually include measures to negate or tightly monitor direct costs. It is however, the exception that a CFO is completely confident in their efforts to reduce their indirect expenses. Bill’s agenda will allow participants to walk away with actionable steps to optimizing their indirect cost structures, thus generating cash flow.
Nichole Krause, Hedge Trackers, LLC
As President of Hedge Trackers Helen Kane worked with over 250 corporations and financial institutions on the practical implementation of and maintenance issues associated with and derivative accounting. Prior to founding the company, she led Deloitte & Touche's Silicon Valley risk management practice for seven years where she designed, developed and implemented hedge programs for multinational corporations to improve performance and accountability. Before that Helen spent eight years working for multinational corporations such as Measurex-Honeywell, Tandem Computers and NCR on foreign exchange risk management, global treasury and finance issues. Helen regularly guest lectures for industry, academic and corporate audiences on practical implementation issues associated with international transaction and derivative accounting. Helen earned a Bachelors Degree in Political Science (with Honors) from Arizona State University and a Masters of International Management from the American Graduate School of International Management.
Session 5B: Friday 9:00a.m. - 10:00a.m. - Reconciling to Zero: Understanding Foreign Exchange Gain/Loss Activity in the P&L
Treasury professionals are often asked by management to explain why the foreign exchange gain/loss line is not zero when there is a hedge program in place. In the past, a qualitative answer may have sufficed but that it is no longer the case. This session will provide participants with a quantitative and practical approach that is and easy to understand and can quickly identify some of the usual and less usual explanations. Treasury professionals will be empowered with this information to explain the economic and accounting impact of their hedges and the underlying exposures.
Norm Bour, OPISnetwork
30 year real estate and financial services, DRE instructor, speaker, trainer.
Session 5C: Friday 9:00a.m. - 10:00a.m. - Improving Cash Flow Leads to Debt Reduction
Most Americans have become victims of poor money management and credit burdens, and business owners are not exempt. It is time to identify your (and your client’s) debts, re-educate yourself and learn how to use money efficiency to systematically eliminate all debts quickly. Mortgage debt, expensive lease payments, acquisition expenses, inventory costs, equipment debt, and revolving debts must all be looked at individually and methodically and then targeted for elimination. This presentation is designed to take us back to basics, to common sense money management, but using unconventional methodologies.
Craig Saxer, PNC Bank
Craig S ("Sandy") Saxer is the executive responsible for the PNC Treasury Management Specialty Sales Team (“SST”). SST works with PNC’s professional sales staff and provides technical support, prospecting and closing skills to clients and prospects. He is also responsible for sales channel development, new business sale processes development, sales tools development and focused sales learning and development for PNC’s Treasury Management division. Saxer has held a variety of senior financial positions at PNC over the past 34 years, as well as time as an Assistant Treasurer and Public Accountant and Auditor. Saxer is a frequent speaker on a variety of key topics relating to treasury and working capital management. He has also authored articles on treasury topics for several professional publications. He is a Certified Public Accountant and a member of the AICPA and PICPA. Saxer is a permanent Certified Cash Manager of the Association for Financial Professionals. He also served as treasurer of Haverford Community Hospital for 20 years. Saxer received his Bachelor of Arts degree in Economics from Haverford College, Haverford, PA.
Session 5D: Friday 9:00a.m. - 10:00a.m. - Receivables Management- Business as Usual, or Brave New World?
The economic environment, technology, image presentment and radical changes in the US Post Office approach to first class mail delivery are impacting business-to-business collections. Have these changes genericized processing advantages to your company? Take a fresh look at a foundational functionality for most treasuries, and discover what may be a transformation opportunity not to be dismissed lightly
Ernie Humphrey, Proformative
Ernie currently serves as Senior Director, Membership and Treasury Programs for Proformative. Ernie has over 15 years of experience in working capital management, financial risk management, investment management, financial reporting, and acquisition integration management. Prior to joining Proformative Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals (AFP). Ernie has a BS and MS in Economics both from Purdue University. He has authored several published articles on working capital management, acquisition integrations, payroll cards, and positive pay services in addition to various articles dealing with professional development. Ernie is a Certified Treasury Professional (CTP) and a frequent speaker at AFP regional and national events.
Session 6A: Friday 10:30a.m. - 11:30a.m. - Staying on Top of your Game: The Role of Social Media in Professional Development
Active management of professional development is critical to career success. The paradigm of professional development is changing as social media is defining new tools and techniques to ensure career success and changing how professional resources are developed and delivered. Learn how to leverage social media in building your personal online brand, a powerful professional network, and how to obtain free access to the professional resources you need to be successful.
David Martin & Tommaso Todesca , BofA
David Martin is a Vice President and Team Leader for a group of Junior Business Development Officers at Bank of America. He is responsible for qualifying, coordinating and designing International treasury management solutions for our existing and new Business Banking clients at Bank of America.
David relocated to San Francisco 6 years ago and helped set up our International Client Servicing group designed to service our US based clients with International product and services. He joined Bank of America in 1999 at the European headquarters in Bromley UK, where he assumed a Premier Client Servicing role as a Global Service Director for the EMEA regions. In addition, David was responsible for the coordination of the Continuous Link Settlement (CLS) project for EMEA client servicing units.
Prior to his career at Bank of America, David worked at BNP Paribas, London for a 2 year internal banking program. He started his financial career at Fidelity Investments servicing stock portfolios for German customers.
David was born in France where he obtained his Baccalaureat Diploma in Accounting. He studied French/German translation in Germany and later obtained his ACT Cash Management Certificate in London UK.
Tommaso Todesca has been working for Bank of America in London, UK, for the last 6 years. In this period he was responsible for the European operations of US multinational clients, advising them on local treasury management matters. He just relocated to our Los Angeles office, to work in an International Business Development Role, covering in particular the Media, Technology and Telecom sector. Tommaso has a degree in Italian and International Law, and an MBA. He speaks Italian, German and Spanish, and has an extensive knowledge about the Bank ‘s international capabilities
Session 6B: Friday 10:30a.m. - 11:30a.m. - Unprecedented Opportunity: The BRIC Countries Under a New Economic Lens
Description Pending
Don Enright, The Weiland Financial Group
Don Enright is a Senior Account Executive with The Weiland Financial Group, Inc. – the leader in bank fee analysis. For over fourteen years Mr. Enright has been helping the world’s largest and most well respected banks and corporations identify their analysis needs. Through his work, Don has successfully saved numerous Fortune 1000 companies millions of dollars in bank fees. A dynamic speaker and active listener, Don has conducted numerous workshops with alliance partners and treasury management conferences on a number of industry issues, including the 822 & BSB Electronic Statement Standards, Bank Account Management, and Account Analysis Best Practices. Known for his easy manner and ability to make a dry topic come alive, Don’s personality and experience have earned him a well-deserved reputation as an industry favorite. Mr. Enright graduated from Western Kentucky University and is a proud father of a 16 year old son.
Session 6C: Friday 10:30a.m. - 11:30a.m. - Best Practice Bank Fee Analysis - Reducing Costs, Increasing Efficiencies, and Unlocking the Power Trapped within your Bank Statements
The advantages of best practice bank fee analysis are both overwhelming and essential to the successful treasury department. In a time when companies are looking for savings, best practice fee analysis can save companies 10% or more in their bank fees. In this session, Mr. Enright will compare the current approaches to bank fee analysis with an emphasis on automated, electronic analysis. The session will define the elements of best practice bank fee analysis, highlight the benefits of electronic analysis, and discuss the current trends and issues surrounding the topic, including FDIC fees. Both the 822 and BSB will be covered as well as other requirements necessary for electronic fee analysis. While this session is geared for corporate treasurers, bankers with an interest in cash management / treasury services will also find the content of interest. The presentation will be followed by a 10 minute question and answer session.
Crista Binder, CTP & Stefan Jaskulak, City of Los Angeles
Crista Binder, CTP Assistant Treasurer City of Los Angeles Ms Binder, Assistant Treasurer since 2007, has over 19 years of experience in the public sector with an emphasis on cash management, budget formulation, financial administration, policy development as well as extensive work in staff development and training. Ms. Binder has managed financial operations throughout her City career including serving as Budget Director for Mayor James K. Hahn from 2001-2003. Most recently, she was the Treasurer’s Office Director of Cash Management Services overseeing the City’s $60 billion cash management program. As Assistant Treasurer, Ms. Binder is responsible for the direct oversight of the Treasurer’s cash management, accounting and systems operations. Ms. Binder holds a B.A. degree in Political Science from the University of Southern California and is a graduate of the Los Angeles Learning/California State University Northridge Future-Focused Leadership Program. The Association of Financial Professionals also recognizes her as a Certified Treasury Professional (CTP). In October 2009, the City of Los Angeles was the AFP Pinnacle Grand Prize Winner for their bank conversion project which was led by Ms. Binder.
Stefan Jaskulak, CTP Director of Cash Management Services City of Los Angeles Stefan's Treasury experience spans the public and private sectors in United States in addition to consulting in The Netherlands with more than 10 years of Treasury experience and over 20 years in the finance profession. He is currently Director of Cash Management Services for the City of Los Angeles, responsible for cash management and banking relationships. Prior to joining the City of Los Angeles, Stefan was Assistant Treasurer and First Vice President of Corporate Finance at IndyMac Bank, responsible for cash management, structured finance agreements, custodial balances and operating systems. He earned his CCM in 1999, received the AFP Honors Award in 2008 and the City of Los Angeles received the AFP Pinnacle Grand Prize Award in 2009. In his spare time, Stefan teaches the on-line CTP course at Brandman University.
Session 6D: Friday 10:30a.m. - 11:30a.m. - Building a Virtual City and a Virtual Treasury: The Case Study of the City of Los Angeles
The Association for Financial Professionals and Wells Fargo & Company, announced the City of Los Angeles as the winner of the 2009 Pinnacle Award Grand Prize for excellence in treasury and finance at AFP's Annual Conference in San Francisco. The AFP Pinnacle Awards recognize excellence in treasury and finance in three award categories: strategy, innovation and risk management. With a record number of submissions, Microsoft won for Innovation, General Electric for Risk Management, and the City of Los Angeles for Strategy. Hear first hand how the Office of the Treasurer transformed its treasury and finance operations. Crista Binder, Assistant Treasurer of the City of Los Angeles, and Stefan Jaskulak, Director of Cash Management Services of the City of Los Angeles, will share how they updated a 30-year old system and succeeded in realizing annual float savings of $1.13 million and decreased compensating balances with an associated increase in return on investment of $4.0 million.
Bonnie Bell-Hansen & Matt Upton, On The Move Forward
Matt is the Dad to five wonderful Children and a husband for almost 30 years. He serves as VP of GO “Growth and Opportunities” of Bell Tasty Foods “the home of the Tasty NADA”. As a professional speaker, writer, wisdom coach, and trainer he has conducted well over 3000 presentations both throughout the United States as well internationally. His background in delivering small and large group presentations has positioned him as an authority in the area of business, personal and relationship growth. You will be engaged by Matt’s ability and humor as he shares his successes and failures in his life. His presentation skills will allow you to move forward in your life and career.
Bonne is the mother of five wonderful children and the grandmother to three perfect grand kids. She has been married for almost 30 years to the same man. She is the one and only daughter of seven siblings, three older brothers and three younger brothers. Bonne is the President of Bell Tasty Foods, Inc located in Elk Grove California where nearly 8,000,000 Tasty Nada’s are made, packaged, and delivered to schools in California, Nevada, Arizona, Oregon, and Washington each year. She leads the Bell Tasty Team with great Energy and Enthusiasm. She brings to us her engaging leadership and insight into always being on the move forward.
Session 7A: Friday 1:30p.m.- 2:30p.m. - How to develop and maintain "TRIPLE A" Partnerships
In developing "TRIPLE A" partnerships with existing and new clients we must understand the four elements that create a "TRIPLE A" rating between the client and us. This presentation will give each of us the needed expertise is developing and maintaining long term clients through understanding the seven driving forces in every person's character that drives them towards choices. Those that participate will gain knowledge in how everyone views, hears and feels their world which moves them to decisions about their investments and who they will trust with them. Upon the conclusion each participant will have the necessary gear to develop and maintain "TRIPLE A" Partnerships.
Rebecca Konkel, JPMorgan
Session 7B: Friday 1:30p.m.- 2:30p.m. - International Best Practices
Description Pending
John Seddon, Deknatel Seddon & Associates, Inc
John Seddon specializes in operational and technology risk management for banks, credit unions, payments, and financial services companies. He has conducted risk assessment and risk management projects covering technology risk, Gramm Leach Bliley Act (GLBA)/Privacy risk, payment product risk, and banking project risk. Mr. Seddon was a managing director in the financial services practice of KPMG LLP, based in Los Angeles, California, and worked in the financial services practice of KPMG Consulting for over ten years. Mr. Seddon is a member of SCAFP and was a speaker at EXPO-LA 2009.
Session 7C: Friday 1:30p.m.- 2:30p.m. - Managing Payment Risk, Domestic and FX
The presentation will include a methodology for identifying/measuring the domestic and FX payment risk, specific steps to manage the risk (“good practices”) and a couple of illustrative war stories.
David Paddock, CPA, Daivid A Paddock, CPA
David Paddock has more than 13 years experience in tax and financial planning with individuals and small businesses. He is a Certified Public Accountant with a Masters in Taxation from The University of Tulsa. David is a member of the American Institute of CPAs and the California Society of CPAs.
Session 7D: Friday 1:30p.m.- 2:30p.m. - Tax Tips and Traps in Today's Economy
Many people are uneasy about today’s economy. Whether it is a layoff; fear of being laid off; or the threat of foreclosure; many people are rethinking their futures and their careers. This session will give participants a general understanding of the tax rules and regulations impacting taxpayers in today’s economy and how these rules may impact them. Learning Objective: After taking this session, participants will: • Have a basic understanding of Alternative Minimum Tax (“AMT”), how it impacts them, and how they can plan to reduce their AMT • Realize the importance of a Roth IRA Conversion in reducing their income tax • Appreciate the value of a Net Operating Loss in reducing their income taxes • Be less leery of the Hobby Loss Rules and the Home Office Deduction • Know how foreclosures and short-sales could be the beginning, not the end, to their financial nightmares •Learn about new tax provisions in 2010 and provisions that expired at the end of 2009
Anika Hylmo, PhD, The Insight Generation
Annika Hylmö, Ph.D., is a Los Angeles based workplace coach and consultant with an extensive research background in organizational systems. As a coach, Annika works with clients to explore personal and professional goals by creating personalized benchmarked action plans. Strategic coaching is based on 360 assessments and one-on-one coaching sessions where the client receives support in creating and following through on their action plans by overcoming obstacles and engaging in opportunities. The focus is on setting objectives and tracking progress for lasting impact. Annika Hylmö specializes in demographic shifts in the workplace and the impact of rapidly changing communication and technologies. Her work with strategic planning has successfully allowed organizations to better align their culture and the needs of different generations. She works as a speaker, coach and consultant with clients in industries that include banking, finance, law, education, technology, entertainment and non-profit organizations. Annika earned her Ph.D. in Organizational Communication from Purdue University, Indiana, her M.A. in International Communication from The American University, Washington, DC, and her BA in Media and Communication Studies from Lund University, Sweden. Annika continues to teach courses in Organizational Communication at universities around the world and works regularly with clients of all generations, giving her unique insights into the expectations of each as clients, coaches, and colleagues. For more information, go to www.insightgeneration.com.
Session 8: Friday 3:00p.m. - 4:15p.m. - Leading Financial Professionals in a Multi-Generational Workplace: Strategies for the Future that Continue to Serve Clients
The Financial Landscape is being re-shaped almost daily and the gap between the generations of Financial Professionals is widening. We all have the same ultimate destination in mind, but don’t seem to be using the same road map to get there. Different expectations for management and communication styles directly impacts our ability to serve our clients. How can we draw on the experience of all generations blaze newer, better trails in the world of Financial Services? Annika Hylmö’s unique approach to the question of generational shifts addresses hard-line demographic numbers and the unique challenges and opportunities that generational differences bring to the financial industry. She brings cutting edge research and case studies from her clients to help us build bridges among our talented multigenerational professionals. Financial Professionals with a myriad of responsibilities will be able to successfully take away and apply concepts directly to their organizations with immediate results by developing an understanding of what they, as leaders, can do to create a competitive advantage in managing talent. Participants will leave with an ability to distinguish between the generations, understand the value that each generation brings to businesses, what the different generations need as clients, and how to leverage communication across the generations to build a motivated and sustainable workforce for the future. Annika Hylmö discusses specific challenges and opportunities that Financial Professionals face regarding generational demographic shifts in workplaces where as many as five generations are working side by side. Key issues covered include: • Generational definitions and markers that shaped each generation of Financial Professional• The upcoming labor supply shortages and the implications for the financial sector • Communication styles and management expectations across the generations • Generational expectations for customer service • Recruitment, retention, and leadership development across the generations.
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