All Speakers

Thomas Poh

Thomas Poh Instructor Picture

Managing Director, PZH Consultants

Joe Hodanich


Joe Test Summary test

John E. Alexander, CPA, CMA

JA 175

Senior FP&A Consultant

Greg Gillespie


Principal and Power BI Practice Lead

Neal Kumar, CFA


Allison Pan

Senior Vice President, Emerging Risk

Laura Gouzie, CTP, MSA

Director of Treasury and Insurance Risk Management

Bob Stark

Vice President of Strategy , Kyriba

Raja Ramachandran, CTP, FP&A

Global Business Development Manager, Alliance One International

Eric Ellis

Vice President, FP&A, National Restaurant Association

Tom Russell

CFO, Fresh Products, LLC

Nick Blades

Senior Director OneStraem Software

Catherine Jirak

Principal & COO, QueBIT

Charles Passauer

Finance Manager Digitalization Deepwater, Shell Oil

Colin McRoberts


John Kolar

Fraud Manager, Wells Fargo

Kathleen Stansky

Director of Budget and Cost Control, Harvard Pilgrim Health Care

Frank Chou, CTP, FP&A

Senior Financial Planning and Analysis Manager, H&T Nevada, LLC

Kerman Lau

Vice President of Finance , Adaptive Insights

Lori Rempe

Director, Corporate Treasury FBL Financial Group

Mike Carpenter, FP&A

Self portrait - Carpenter

VP of FP&A

Brandi Wendt

Tax Manager, PwC

Robert Joseph, Jr.

Director, PwC

Neil Lloyd

Head of US DC & Financial Wellness Research, Mercer

Robert Unger

Senior Director, eBilling and Payment, Nacha

Adriana Hoskins

Assistant Treasurer, Seaboard

Craig Jeffery

Managing Partner, Strategic Treasurer

Kimberly MacLeod

Partner, Hunton Andrews Kurth LLP

Meredith Coffey

Executive Vice President, Research & Regulation, LSTA

Anne Battle

Assistant General Counsel, International Swaps and Derivatives Association, Inc.

Greg Yann

Controller, Menorah Manor

Mark Brousseau

President, Brousseau & Associates

Jim Scott

Senior Vice President, ACOM Solutions, Inc.

Lance Rubin

Founder, Model Citizn

marcia solomon

Managing Director, State Street Global Advisors

Michelle Chang

Sr. Director of Commercial Finance U.S., Microsoft

Nevine White

Executive in Residence, Live Future Ready

Geetanjali Tandon

Digital Transformation Finance Director, Bayer

Dennis Paiva

Executive Director, The Commonwealth of Kentucky

Steve Player

Steve-Player (002)

Senior Research Fellow, Financial Management, APQC, and Program Director, Beyond Budgeting Round Table, North America

Rachele Collins , Ph.D.

Rachele Collins

Principal Research Lead, Financial Management

John Dourdis, CTP

VP & Treasurer, Conair

Christine Farver

Director Treasury Operations, Regeneron Pharmaceuticals, Inc.

Brian C. Elowe

Managing Director, Chief Client Officer, North America, Marsh & McLennan Companies

Lucy Nottingham

Director, Marsh & McLennan Insights, Marsh & McLennan Companies

Chris Ortega

Chris Ortega - Resized

Director of Finance, Americas, Emarsys

Chris Argent

Chris Argent - 2

Founder, CFO Advisor and Digital Consultant

Dawn Sieh

Dawn Sieh - resized

Manager, Finance Talent Development, Verizon

Hesam Ziaei

Hesam (004)

CTO & Founder, Acterys by Managility

Biniam Dawit, CTP, FP&A

Director, Training, Association for Financial Professionals

Paul LaRock, CCM

Director, Treasury Strategies

Petrina Rauzi

Vice President & Treasurer, Navistar Financial Corporation

Cristina Pintado

International Treasury Specialist

Daniel Gill, CTP

Senior Director, Redbridge Analytics

Michael Jasper

Director Network Development, Basware Corporation

Lance Doherty

Director, Treasury, Pacific Life

Helen Kane


Daniel Ryan, CTP

Vice President, Fifth Third Bank

Jason Hanson

Partner, McKinsey & Company

Reshma Jasani

Senior Treasury Manager, Vonage

Brenda Crowder, CTP

Treasurer, Ferguson Enterprises

Alex Bernhardt

U.S. Responsible Investment Leader, Mercer Investment Consulting

Lee Ballin

Head of Sustainable Business Programs, Bloomberg L.P.

George Throckmorton

Managing Director, Advanced Payments Solutions, Nacha

Jamie Weaver

Executive Director & Global Leader of Corporate Accounting Advisory Services, Chatham Financial

Todd M. Albers

Senior Payments Consultant, Federal Reserve Bank of Minneapolis

Christine Stokes

Managing Director, State Street Global Advisors

Dr. Thomas C. Redman

Thomas Redman resize

Dr. Thomas C. Redman, President, Data Quality Solutions

Matt Friend

Head of Product Strategy and New Product Development, Visa

Reed Luhtanen

Senior Director Global Treasury, Walmart

Andrew Webb

Manager, Accounting & Transaction Services, MorganFranklin Consulting

Jonathan Crane, FP&A

Senior Manager, FPA, Hamilton Companies

Travis Lockhart, FP&A, CTP

Finance Manager, CALIBRE Systems

Shankar Bellam

Enterprise Cloud Solution Expert, HighRadius

Mike Kelly

Managing Director, Head of Commercial Banking, Technology Controls & Cybersecurity, J.P. Morgan

Betsy Clark, CPA, CTP

Treasury Director, Alliance Data Systems

Kevin Woo

Director of Customer Service, Association for Financial Professionals

David Walker

President, Tiller Endeavors, LLC/Formerly President and CEO, ECCHO

Dr. Jennifer Golbeck

portrait of jennifer golbeck

Dr. Jennifer Golbeck

Dan Burns

portrait of dan burns

Economics and Financial Markets Editor

Corrie Shanahan

portrait of corrie shanahan

Jim Kaitz

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President and CEO

Erin Meyer

portrait of erin meyer

Author and INSEAD professor

Steve Mott

portrait of steve mott

Christine Hollinden

portrait of christine hollinden

Anja Manuel

portrait of anja manuel

Co-Founder and Partner

David Damschen

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State Treasurer

John Fruin

portrait of john fruin

Interim Chief Financial Officer

Nader Mousavizadeh

portrait of nader mousavizadeh

Aurora Gregory

portrait of aurora gregory

Marketer. Author. Speaker

Catherine Madden

portrait of catherine madden

UX Designer, Strategist, Data Lover, and Doodler

Catherine Hoke

portrait of catherine hoke


Christopher Mager

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Managing Director and Head of Global Innovation

Kendall Frederick

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Director, Enterprise Risk Management

Daniel Tolensky

portrait of daniel tolensky

Chief Financial Officer

Anne-Marie Rice

portrait of anne-marie rice

Director of Professional Develoment (EMEA & APAC)

Eric Matheny


VP, Corporate Finance & Treasury

Vipal Monga

portrait of vipal monga

Reporter, CFO Journal

Jake Hammon

portrait of jake hammon

FP&A Director

Kristina Mechelis

portrait of kristina mechelis

Director of Meetings

Mike Rowe

portrait of mike rowe

TV host, writer, narrator, producer, actor and spokesman

Robert Tercek

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Author, Speaker

Vikram Gupta

portrait of vikram gupta

Vice President

Anders Liu-Lindberg

portrait of anders liu lindberg

Head of Global Finance PMO

Wolfgang Koester

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CEO and co-founder

Shankar Vedantam

portrait of shankar vedantam

Correspondent, Science Desk

Elizabeth Rossiello

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CEO and Founder

Dan Gardner

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Jody Cleworth

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Jer Thorp



John Drzik

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President, Global Risk and Digital

Salim Ismail

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Technology Strategist

Lisa Jaster

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Miko Matsumura

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Julia Kirby

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Editor at Large

Mark O’Toole

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Vice President of Commodities and Treasury Solutions

Oliver Lewis

portrait of Oliver Lewis

VP Corporate Development

Rana Foroohar

portrait of Rana Foroohar

Global Business Columnist and an Associate Editor

Chris DeBrusk

Partner, Finance and Risk, CIB and Digital, Technology and Analytics, Oliver Wyman

Michael Boylan

Director - Financial Planning & Analysis, Fannie Mae

Michael High, FP&A

Head of Business Planning & Appraisal - Deepwater, Royal Dutch Shell plc

Nicole Meyer

CEO and Founder, The Meyer Partnership

Lynne Marlor

Managing Director, Treasury Services, BNY Mellon

Rene M. Pelegero

President & Managing Director, Retail Payments Global Consulting Group

Stacy Cunningham

Vice President FP&A, Tegna

Mohammad Safdar Mahmood

Director Finance, Navistar

Pete Geiler, FP&A

Fiscal Director, Child, Family and Community Services

Jill Bowman, FP&A

Financial Analyst, Pediatric Home Service

Stefan Jaskulak, CTP

Chief Financial Officer - Director of Administrative Services, Midpeninsula Regional Open Space District

Marcel Santiz

Director, Treasury, Masco Corp

Jian Xiao, MBA, CPA, CGMA

Founder and CEO, Turning Point Solutions

Johan Larsson

Senior Cash Manager, Volvo Cars

Mike Jones

Director, Rituala

Eric O'Brien

Manager, Electronic Payments, Dunkin' Donuts

Anand Goel

CEO, Optimized Payments Consulting

Mack Makode

Vice President, Treasurer, Under Armour

Jeff Johnson, CPA, CTP

Chief Financial Officer, AmesburyTruth

Tarun Chopra

Senior Vice President & CFO, Clements Worldwide

Emmanuel Caprais

Vice President Finance - Operations and Strategic & Financial Planning, ITT

Steve C. Phillips, CTP, FP&A

TRNG-17_Portrait Philips

Assistant Treasurer, AZZ Inc

Leslie Chako

Director - Global Risk Center, Oliver Wyman

Don Tapscott

Co-author, Blockchain Revolution and Wikinomics Author, The Digital Economy

Geoffrey Nolan

Senior Director, Investments, Quaalcom Inc.

Charles Ellert, PMP

Manager, Payment Strategy, Verizon Communications, Inc.

Sean Rodriguez

Senior Vice President, Federal Reserve Bank of Chicago

Michael Herd

Sr. Managing Director, ACH Network Rules, NACHA – The Electronic Payments Association

Will Goldthwait

Vice President, Portfolio Strategist, State Street

Ted Ufferfilge

Head of Global Short Term Fixed Income Product, J.P. Morgan Asset Management

Elizabeth St-Onge

Partner, Oliver Wyman

Steven Stelk, PhD, FP&A

Assistant Professor, Finance, The University of Southern Mississippi

David Pim

Access Sales Representative, Association For Financial Professionals

Kevin O’Neil

Regional Account Manager, SWIFT

John Rastovski

Executive Director, J.P. Morgan (Cybersecurity)

Tim Hesler, CTP

Assistant Treasurer, New York University

Peter Davey

Vice President - Payment Innovation, The Clearing House

Julian Oldale

Managing Director, Head of Product, Innovation and Business Performance, Trade & Treasury Solutions, Americas, BNP Paribas


Gauthier Vasseur

Founder and Principal,

Andrew Deichler

Editorial Manager, AFP

Stephanie Uhl, CTP

Assistant Treasurer Forest City, Realty Trust, Inc.

Salina M. Morrow, CTP

Treasury Manager, Children's Medical Center of Dallas

Jared Fruland, CTP

Senior Financial Analyst, Exelon Corporation

Dr. Kasthuri Henry, MBA, CTP, Six Sigma Black Belt


President, KasHenry Inc.

Evan Freely

Managing Director & Global Practice Leader, Credit & Political Specialties - Marsh

Chris Voss


CEO, The Black Swan Group

Ira Apfel

Director, Communications & Editorial Content, Association for Financial Professionals

Jeff Glenzer, CTP

Executive Vice President & Chief Operating Officer, Association for Financial Professionals

Grady Walker

Treasurer, Popeyes Louisiana Kitchen

Michelle Scheer

Treasurer, Thomson Reuters

Christine Frese

J.P. Morgan Chase

Jeanne Washington

Vice President, J.P. Morgan Chase

Philip Peck

Vice President Finance Transformation, Peloton

Joe Hussey

Managing Director & Head of North America Payables, J.P. Morgan Chase

Patrick Brickley

Vice President Finance, Everbridge

Steve Elliott

Director EPM Transformation Practice, The Hackett Group

Jim Robertson

Matrix Resources, Technology Finance

Mariam Lamech

Director, Survey Research - Association for Financial Professionals

James Franklin

Finance Manager, Hanover Commercial Finance

Richard St. Francis


Beatriz Saldivar, MBA & CTP

Executive Treasury, Finance and Risk Management Consultant

Sarah Schaus

Assistant Vice President & Assistant Treasurer , Allianz Life Insurance Company of North America

Yana Khrapko, CTP

Senior Treasury Manager, An Entertainment Company

Natasha Foster, CTP

Global Finance Manager Travel & Expense; Card Program Management, Quintiles Transnational

Derick Apt, CTP

Senior Treasury Analyst, Vivint, Inc.

Amol Dhargalkar

Managing Director, Chatham Financial

Guy Voizey

Editor, WWCP Limited

Craig Martin

Director, Executive Programs and Treasury Practice Lead - Association for Financial Professionals

John Gibson, PMP

Director, Education & Projects, Association For Financial Professionals

Brad Larson, CTP

Principal, ReCa Treasury Services

Jim Gilligan, CTP, FP&A

Assistant Treasurer, Great Plains Energy Incorporated

Mark Webster, CCM

Partner, Treasury Alliance Group LLC

Randall Bolten

Author, CEO, Lucidity

Lawrence S. Maisel

Larry Masiel

President, DecisionVu Group

Sandy Runyon, AAP, CCM

Corporate Treasury Consultant

Glenn Douglas

Certification Specialist, Association for Financial Professionals

Frederick A. Schacknies

Senior VP & Treasurer, Hilton Worldwide

Yeng Felipe Butler

Global Head of Cash Business, State Street Global Advisors

Pete Crane

President, Crane Data LLC

Tom Hunt, CTP

Director of Treasury Services, Association for Financial Professionals

Andres Gil

Director, Center for Capital Markets, US Chamber of Commerce

Kristin Westmoreland

Managing Director, Center for Capital Markets, US Chamber of Commerce

Tom Reagan

National Cyber Practice Leader, Marsh

Robert Parisi

Cyber Insurance Products Leader, Marsh

Joel Campbell

VP & Treasurer, H&R Block

Luke Miller, PhD

Luke Miller (002)

Associate Professor of Finance, Saint Anselm College

James C. Lam

President, James Lam & Associates

Michele Allman-Ward

Managing Partner, AWA Consulting, Inc.

Steve Weiland

Senior Advisor, Weiland Consulting

Carl Seidman


Mary Hughes

Mary Hughes - Senior Payments Information Consultant, The Federal Reserve Bank of Minneapolis

David Repking

David Repking - Information Reporting Product Manager, JP Morgan

Tie Smith

Meetings & Exhibits Manager, Association For Financial Professionals

Rahiem Swann

Rahiem Swann - Access Sales Representative, Association For Financial Professionals

John Hallett

Project Manager, Association For Financial Professionals

Bryan Lapidus, FP&A

Director, FP&A Practice, AFP

Kori Heinen

Kori Heinen - Product Manager, Holmes Corporation

Caitlin Hennessey

Caitlin Hennessey - Certification Specialist, Association for Financial Professionals

Megan Ladd

Certification Specialist, Association for Financial Professionals

Stacy Saul

Director of Examinations, Association for Financial Professionals

Allan Frank

Allan Frank - Chief IT Strategist, Co-Founder, The Hackett Group

Michael Trzupek

Michael Trzupek - VP Finance Systems, Providence Health & Services

Michael Schwindle

Michael Schwindle - CEO, Payless ShoeSource

Nilly Essaides

Director, Financial Planning and Analysis Practice, Association for Financial Professionals

Teresa Walker

Teresa Walker - Executive Director, Global Enterprise Solutions, J.P. Morgan Commerce Solutions

Todd Wachob

Todd Wachob - Risk Manager, Paychex, Inc.

Larry Tolep, CTP

Larry Tolep, CTP - Assistant Treasurer, Volkswagen Group of America

Magnus Carlsson

Manager, Payments and Treasury, Association For Financial Professionals

Steven Bernstein

Executive Director, J.P. Morgan (Payments)

Helen Kane

President, Hedge Trackers, LLC

Bridget Meyer, CTP

Director - North America, Redbridge

Maureen E. Ferrari

Maureen Ferrari Keane

Maureen E. Ferrari - Managing Director, Unclaimed Property Reporting, Keane Maureen Ferrari brings 22 years of experience in unclaimed property to Keane where she serves as Managing Director of Keane’s unclaimed property reporting compliance division; servicing over 4,000 reporting entities in the banking, brokerage, mutual fund, transfer agent and insurance industries.Her expertise in unclaimed property encompasses reporting, claims processing, customer service and call center operations, newspaper advertising, and media relations.

Karen L. Anderson, J.D.

Karen L. Anderson, J.D. - Vice President, Reporting Compliance, Keane Unclaimed Property

Charles Beauchamp, PhD, CTP, FP&A

Associate Professor of Finance, Mississippi College

Matthew Hill, PhD, CTP, FP&A

Assistant Professor of Finance, Arkansas State University

John Sanchez

Sanchez (003)

Managing Director, The FPA Group

Bill Hu, PhD, CFA, CTP

Professor of Finance, Arkansas State University

Dubos J. Masson, PhD, CTP, FP&A, Cert ICM

Clinical Associate Professor of Finance, Indiana University, Kelley School of Business

Jim Washam, PhD, CTP, FP&A

Associate Dean and Director of Undergraduate Programs, College of Business, Arkansas State University