Dr. Patrick Deegan is the founder of DAC Technologies, a leading consultancy and design firm focused on decentralized and autonomous systems. He also serves on the leadership team of ID2020, whose mission is to provide legal digital identities for all by 2020.
Patrick earned a M.S. and Ph.D. in Computer Science from the University of Massachusetts where he also designed and implemented several humanoid robots including the uBot-5 and uBot-6. He also co-founded digitROBOTICS, a start-up that developed mobile manipulation software in partnership with the NASA Johnson Space Center. This work was subsequently utilized as the mobile dexterous base for the MIT Media Lab Nexi, named one of TIME Magazine’s Best Inventions of 2008. He holds several patents and while at Rethink Robotics, helped to develop Baxter, a collaborative robot for workforce flexibility that was named one of TIME Magazine’s Best Inventions of 2012.
Bio coming soon.
Michael has almost 20 year of experience in treasury management and focuses on advising clients on global cash management and liquidity solutions, as well as on identifying client and market trends to shape Citi’s product development. Previously, he held roles in FX, Fixed Income and Derivatives as well as Liquidity Management at both JP Morgan and Deutsche Bank. Michael joined Citi in 2005 and holds his Series 7 and 63 licenses and CTP.
Michel Tram is Head of Product Solutions. In this role, Michel is responsible for driving Cachematrix’s outward facing strategy that will bridge business solutions with industry opportunities and market developments. One of the critical aspects of this role will be strategic input on the Cachematrix product roadmap.
Michel Tram has worked directly in the banking and financial services industry for the past 20 years serving in a variety of roles including operations management, product management, and product solutions sales. His accumulated experience comes from working at a number of global money center banks including Bank of America Merrill Lynch, Wells Fargo, and JPMorgan. He is also actively involved in the cash management industry through public speaking engagements, client forums, and other thought leadership endeavors.
Prior to joining Cachematrix, Michel led the Large Corporate Product Sales execution strategy for Bank of America Merrill Lynch's liquidity solutions team. He was instrumental in advising global multinational corporations and delivering customized liquidity solutions.
Education
Michel earned his Bachelor of Business Administration from Baruch College (City University of New York), with a major in Accounting. He also holds both his FINRA series 7 & 63 securities licenses.
John Cravenho is Managing Director of Excel Consulting Advisors - representing Saxon Securities cash management solution. Saxon is a Silicon Valley FinTech firm with a proprietary CD aggregation system and strategy. It delivers daily liquidity and the same U.S. Government guarantee as Treasuries while providing significantly higher yields.
John’s career spans international banking, hedge funds and cash management consulting. He holds a Bachelor’s degree from Providence College, an MBA from St. John’s University, and completed post graduate studies in computer systems at NYU Stern and executive finance at Harvard. He has held CPA and Series 7, 63 and 65 securities licenses.
Joseph Neu is the Founder and CEO of The NeuGroup. Mr. Neu oversees all NeuGroup leaders, leads the Treasurers’ Group of Mega-Caps, the Bank Treasurer’ Peer Group and coordinates peer knowledge exchange across the NeuGroup Network. He is also a regular contributor to NeuGroup Peer Research and The NeuGroup's flagship publication, iTreasurer.
Over the course of his career, Mr. Neu has dedicated himself to helping corporate finance leaders learn from one another to instill confidence in their course of action, develop best practices and generate value for their organizations. Since 2001, he has led The NeuGroup in establishing an unrivaled network of member peer groups, each aimed at professionals with similar executive, functional or regional finance responsibility, to give them maximum value from shared insight. These peer groups have placed him and the company at the forefront of what’s driving the corporate finance agenda and finding solutions for their common challenges.
Mr. Neu holds an M.A. in international banking and finance from Columbia University's School of International and Public Affairs and a B.A. in political science from the University of California, Santa Barbara.
Erika Govan serves as Treasury Manager of Tronox Limited. Tronox, a Stamford, CT based $2.2B publicly traded global leader in the mining, production and marketing of inorganic minerals and chemicals. The company operates two integrated businesses: Titanium dioxide (TiO2) and Alkali Chemicals. Erika joined Tronox in June 2012. She has more than 12 years of professional experience in corporate finance roles. Prior to joining Tronox she served as Treasury Manager of AMC Networks where she was responsible for all Treasury Operational functions. Erika holds a B.S. in Economics from The University of Connecticut. Erika is a financial professional that enjoys running.
Zaki Manian is a software developer, applied cryptography researcher and cofounder of Skuchain. Zaki has been focused on delivering the possibilities of blockchain to the challenges of trade and supply chain finance. For the past 3 years, Zaki has focused on the business applications of cryptography. Before Skuchain, Zaki was building instrumentation systems for a variety of life science applications. Zaki has both deep and broad expertise in software engineering from firmware to applied cryptography. Zaki is also a well known privacy rights activist who advocates for applications of cryptography to preserve essential human rights at a local, national and international level.
Bruce has acquired over 20 years of corporate and banking experience in all aspects of treasury and financial management by successfully tackling major assignments in such areas as treasury operations, cash management, strategic planning, credit, systems enhancements as well as operating and capital budgets.
Prior to starting the Financial Executives Consulting Group, he was a managing director of Greenwich Treasury Advisors, a treasury and risk management consulting firm. Also, he was a Vice President of Bankers Trust and Director of Cash Management for Ogden Corporation. During his many assignments he has worked in countries throughout Asia, Africa and Europe and with all levels of management up to and including the CEO level.
Before joining GTA, he was the Director of Working Capital at Ogden Corporation, a $2 billion dollar business service corporation with 40,000 employees.
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.
Robert Belshaw is a Director of BNP Paribas’ Global Trade Solutions team focused on providing solutions that help clients integrate their financial, physical and informational supply chains. Prior to joining BNP Paribas, Bob has held multiple senior positions in organizations such and GE Capital and Insight - a supply chain software and consulting firm – where he’s develop deep knowledge and expertise in supply chain management. Bob has been acknowledge in industry press as a “supply chain pro to know” and a “top 15 rainmaker” for his strategic work with BO, Gillette and Kellogg. He is a frequent speaker at industry and university events on topics such as supply chain design, low cost sourcing, working capital optimization and supply chain finance. Bob holds a Bachelor’s degree in Industrial Engineering from Lehigh University.
In this role, Ryan oversees all aspects of sales and product management, including new business development, relationship management, product strategy, and the Cachematrix product roadmap. Prior to joining Cachematrix in 2013, Ryan spent his entire career in banking at LaSalle Bank and Bank of America Merrill Lynch. He has extensive knowledge of capital markets and banking accumulated through a variety of roles including client advisory, portfolio optimization, and product management while working in the U.S. and Asia. Ryan earned his Bachelor of Business Administration from the University of Wisconsin - Madison with a major in Finance. He is a member of the Association of Financial Professionals and holds FINRA series 7 and 66 licenses.
Ted Howard joined The NeuGroup in 2005. He serves as Associate Director of Peer Knowledge Exchange and Managing Editor for iTreasurer and its related website. In this capacity, he works with NeuGroup leaders on the research and content-development processes for multiple peer groups and also coordinates the Internal Auditors' Peer Group (IAPG).
Prior to joining The NeuGroup, Mr. Howard was a writer and researcher at Institutional Investor. He has more than 15 years of experience as a journalist covering the financial markets and has worked in various roles in the business and financial communication industry, writing for corporate clients and financial websites.
Mr. Howard holds an M.S. from Columbia University's Graduate School of Journalism and a B.A. in history from Boston University.
Jim is a Managing Director and Head of the Liquidity & Investment Advisory group for the Americas at BNP Paribas. Jim and his team work with multinational organizations on end-to-end liquidity and investment solutions. Prior to joining BNP Paribas, he held senior roles in Liquidity and Finance at Bank of America Merrill Lynch and JPMorgan Chase. Jim has also spent time at SG Cowen and Neuberger Berman. In addition to frequently authoring whitepapers on topics covering cash management and liquidity, Jim regularly leads client roundtables and discussions on multiple topics related to Liquidity and Liquidity management.
Jim holds a Bachelor’s degree from Villanova University and a Masters of Business Administration degree from the University of Notre Dame Mendoza College of Business.
Rosanna Pezzo-Brizio is currently the Treasurer and Head of Fixed Income at IntesaSanpaolo NY Branch. In her current role she is in charge of managing the liquidity of the Branch as well as supervising a Proprietary Portfolio. Mrs. Pezzo-Brizio is also an Adjunct Assistant Professor in the Department of Mathematics at Columbia University where she teaches Fixed Income Portfolio Management. She has a PhD in Mathematics of Finance from the University Brescia in Italy and a Master of Mathematics of Finance from Columbia University.
Michael Mroz is a former Treasurer at BP America Inc., an integrated oil and gas company with operations around the globe. During his tenure as Treasurer of BP’s North American businesses he successfully led the firm’s cash management response in the United States to the severe liquidity challenges which emerged from the 2010 Deepwater Horizon oil spill incident. Michael’s responsibilities also provided opportunities to develop expertise in the derivatives trading business and treasury practices in Brazil, Trinidad and Colombia. In addition, he served as the Vice President, Treasurer and member of the Board of Directors for Saturn Insurance Inc., BP’s captive insurance company in the United States.
Michael holds a Masters of Business Administration (MBA) degree (Finance) from the University of Chicago Booth School of Business and a Bachelor of Science (BS) degree (Accounting) from Illinois State University. He is also a Certified Public Accountant (CPA) and a Certified Management Accountant (CMA).
Franz joined Rosenthal & Rosenthal in 2003. He received a BA in accounting from Queens College in 1981. Franz was previously Vice President and Controller for domestic corporate lending at Bank of New York. He was a Vice President of GMAC Commercial Credit responsible for portfolio acquisitions, Client Accounting and Trade Finance prior to which he was employed in the Financial Reporting area of Bank of New York where he was responsible for global monthly forecasts and variance analysis. Additionally, Franz was employed in the area of Irving Commercial Corp. responsible for financial reporting for its asset based lending and factoring divisions.
Michael is the Chief Treasury officer at this private university. He works closely with the CFO, Controller and the investment office in directing the financial and accounting operations. Prior to joining the university in 2014, Michael spent over 20 years on Wall Street as a portfolio manager in the interest rate sector and then as a senior financial officer at a New York based hedge fund. He was recruited to manage the treasury operations, to include: enhancing bank relationships, cash and liquidity management, short term investment and debt management and he is solely responsible for all cash forecasting schedules and reports. Michael has returned to his alma mater where he first received a BS in Accounting. He went on to work at a public accounting firm where he earned his CPA and then received a Master’s in Business Administration from New York University.
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 Stamford, CT based $2.2B publicly traded global leader in the mining, production and marketing of inorganic minerals and chemicals. She is responsible for the global treasury activities with major focus on global cash, investments and revolver borrowings, strategic forecasting, and automation enhancements. The company has 20 locations worldwide including mineral sands mines & processing facilities in South Africa and Australia, TiO2 plants in USA, Australia, and the Netherlands and trona ore mines, soda ash manufacturing and processing facilities in USA. She received her Bachelor of Science in Business Administration from Salve Regina University in RI and her Master of Business Administration from Pace University in NY. She is a board member of the Fairfield County Association for Financial Professionals (FC-AFP) and is also a Certified Treasury Professional (CTP).
Bio coming soon.
Pedro Guazo has 20 years of experience in the field of financial management from policy, regulation and operation in banking to global humanitarian and development institutions. In his position as Finance Director of the United Nations, with operations in the whole world and annual revenue of US$15 billion, he influences the investment of US$50 billion.
Marcelo Labre has over 15 years experience in banking and finance, having worked extensively in the quantitative/data analytics space both hands-on and in leadership roles. Currently Head of Analytics and Market Data Management at OCBC Bank and an Adjunct Professor at the National University of Singapore (NUS) Business School, Marcelo’s initiatives focuses on problem solving involving predictive and prescriptive analytics as well as risk analytics and quantitative finance. He previously held senior positions with Standard Bank and ING Bank in London, has a Masters in Finance from London Business School and a PhD in Mathematical Finance from Imperial College London.
Craig Ferrero, managing director, is a client advisor covering the Northeast U.S. for the Global Liquidity Corporate Team. An employee since 1995, he is responsible for working with institutions and providing them with global asset management solutions for their short-term balance sheet cash.
Craig has been with the asset management group since 2001, and prior to that he worked in JPM's Treasury Services division, providing institutions with a variety of cash management solutions.
He holds a B.A. in economics from Union College. Craig also holds FINRA Series 7 and 63 license, in addition to being a Certified Cash Manager (CCM).
Forrest Vollrath is the Executive Director of Treasury Operations at Health Care Service Corporation, the fourth largest health insurer in the U.S. HCSC operates as Blue Cross and Blue Shield in five states: Texas, Oklahoma, New Mexico, Montana and Illinois. Prior to HCSC, he worked for over 20 years as an accomplished commercial and investment banker for such financial services companies as Bank of America Merrill Lynch, Royal Bank of Scotland, ABN Amro Bank, Northern Trust and Continental Bank. He successfully completed a variety of complicated financing transactions ranging from capital formation to debt/equity issuances to complete balance sheet restructuring for numerous companies in the healthcare vertical and other industries. He began his career at Deloitte where he provided M&A advisory services to middle-market companies in the manufacturing and business services space.
Forrest holds a BS in Finance and a MBA in Accounting from the University of Colorado, Boulder. He is a Certified Treasury Professional.
Paul Hayes joined Alcoa in June 2004 and the following month was elected an Assistant Treasurer of Alcoa. He currently manages activities in international Treasury, corporate finance, and capital markets and is based in New York City. Before joining Alcoa, Mr. Hayes was director of International Treasury for Lucent Technologies in New Jersey. He has held a wide range of treasury positions at both Lucent and AT&T before coming to Alcoa, including director of Capital Markets, director of Corporate Finance, as well as Lucent Regional Treasurer for Europe, Middle East and Africa, based out of the Netherlands.
Paul has a bachelor’s degree from Wheaton College, Illinois, and an MBA in analytical finance and accounting from the University of Chicago Graduate School of Business.
David Miller is Treasurer and Senior Vice President of Hunt Companies. He is responsible for managing the day-to-day treasury operations, analyzing and implementing new cash management products, managing the short term investment portfolio, and overseeing debt transactions.
David joined Hunt Companies in 2013, through the acquisition of Centerline Holding, and previously held executive treasury roles at National Financial Partners (NFP), UBS Financial Services, and Datek Online Financial Services.
An expert in the field of treasury and cash management services, David is a frequent panelist and guest speaker at industry conferences.
Margaret has been working in the treasury field for over 15 years, and has broad experience in cash and liquidity matters, including an overseas assignment as Assistant Treasurer at a European coordination center. Earlier in her career, she served in a variety of finance and accounting positions. She received her undergraduate degree in history and Russian language from Smith College, and her MBA in Finance from The University of Memphis. She is a board member of the Treasury Management Association of New York (TMANY), and is also a Certified Treasury Professional (CTP).
Bob has 18 years’ experience in treasury technology, working for many of the best known technology providers in the industry. As VP of Strategy at Kyriba, Bob is responsible for global product strategy and market development, and works with clients, partners, and industry influencers to ensure Kyriba is at the forefront of treasury technology.
Apoorva is currently the Director, Product Management, which is a part of the Treasury Strategic Initiatives Group at Synchrony Financial, formerly known as GE Capital Retail Finance. In his current role, Apoorva is responsible for overseeing the Treasury Management System (TMS) production and test environments, planning and executing initiatives for the TMS and managing vendor relationships related to the TMS. Apoorva has held roles of increasing responsibility within Treasury departments of organizations such as Zoetis, Hertz, Ally Financial and US Airways and has managed or played a key role in the set-up of treasury operations during spinoffs and mergers.
Brian Richter is Assistant Treasurer at McGraw-Hill Education. Brian joined McGraw-Hill Education in February, 2013 and was responsible for starting up the treasury operations for the newly private company.
Prior to McGraw-Hill Education, Brian was Director of Global Treasury for IAC/InterActiveCorp where he participated in the first five way split of a publicly traded company. Brian has spent fourteen years in global treasury operations split between fortune 500 companies, such as Nabisco where he started his career as a senior treasury analyst, and consulting with multinational corporations while at PriceWaterhouseCoopers.
Brian holds a BS and an MBA from Drexel University in Philadelphia. He received his CTP certification in 2001.
Victor Escandon is currently the Assistant Treasurer of Daymon World Wide, a Connecticut privately owned company focused on Private Brand Development and Retail Merchandising Services. He is responsible for Liquidity, Capital Structure and Retirement Plans (ESOP & 401K). Prior to Daymon Worldwide, Victor spent 12 years at PepsiCo in roles ranging from M&A, Strategic Planning, Procurement, Financial Planning and Treasury. He also spent 7 years in investment banking at bulge bracket firms such as Credit Suisse First Boston, and Merrill Lynch.
He Completed MBA at Wharton School of Business, while simultaneously completing International MA at University of Pennsylvania’s Lauder Program. He earned his undergraduate degree from Boston University in Finance.
John Engeman is the Director of Treasury for David Yurman, responsible for global treasury and insurance. Prior to joining the company in 2014, he was the Vice President, Assistant Treasurer of Kate Spade & Company (formerly Liz Claiborne) and the Treasurer of the Kate Spade Foundation. His primary responsibilities included managing global treasury operations, focusing on cash and risk management, investments, debt and liquidity management. Prior to joining Kate Spade, he was the Treasurer of Agfa Corporation. John is a Certified Treasury Professional, Certified Management Accountant, Certified Financial Manager and Distinguished Toastmaster. He has a B.B.A. in finance from the University of Notre Dame and his M.B.A. from Hofstra University.
Walter Cirillo is an experienced finance executive with over 15 years of treasury experience with Fortune 500 and Middle Market companies. In his latest role as VP Treasurer of Aerogroup International, a global footwear company, Walter is responsible for global treasury, the corporate insurance program and the 401k and ESOP plans. Prior to joining Aerogroup in 2010, he was Finance Director of a Telecommunication firm responsible for FP&A and global treasury. In previous roles Walter managed the global treasury operations of multinational companies such as Pfizer, PepsiCo and Henry Schein.
Kathy Zevola is the Assistant Treasurer at Sun Chemical, the world's largest producer of printing inks and pigments. With 30 years of treasury experience, Kathy has been instrumental in revolutionizing and streamlining Sun Chemical’s corporate treasury. She led a team that designed and built a centralized Treasury Centre of Excellence to consolidate Sun Chemical’s treasury operations and to support the corporate treasury function. Prior to that Kathy effectively led a global implementation of SAP's Treasury and Risk Management, Cash and Liquidity Management and In House Cash, while at the same time consolidating banking relationships to a single cash management partner. Her in depth knowledge of banking, risk management and corporate finance were fundamental to the success of both projects.
Kathy holds a BS in Accounting from SUNY Geneseo.
Jim is responsible for Honeywell’s treasury activities at its corporate headquarters in NJ. Jim and his team have received numerous awards for best practices including Treasury and Risk magazine’s Alexander Hamilton award for overall treasury excellence for two consecutive years and Treasury Today magazine’s Adam Smith award for overall treasury excellence. Mr. Colby attended Queen’s University in Kingston, Ontario, Canada where he graduated with a B.Sc. in Biology and a Masters Degree in Business Administration.
Eugenia Solache is the Director of International Treasury at CBS Corp and has been in this role since 2014. Her role includes financial analysis, cash management and forecasting from an international perspective. Prior to joining CBS, Eugenia worked for Avon, YMCA, Harman International and Danone all in a treasury function.
Mr. Klein is head of the Treasury Partners’ Corporate Cash Management Group.
In that capacity, he oversees the custom fixed income strategies he and his associates implement on behalf of clients electing to outsource responsibility for portfolio management, compliance monitoring, credit reporting, and liquidity management.
He also directs Treasury Partners’ short term, fixed income trading operation and the firm’s proprietary money market portal.
Mr. Klein began his career in the financial services industry with Oppenheimer & Company in 1996, and was promoted to Director in 2000.
In 2003, he joined Bear Stearns where he assumed the title of Managing Director, and was a founding member of the Cash Management Group. He was also instrumental in the development of Bear Stearns’ online money market portal.
After JP Morgan acquired Bear Stearns in 2009, Mr. Klein affiliated with HighTower Advisors and played a major role in launching Treasury Partners.
He holds Series 7, 63, and 66 securities licenses. Over the 20 + years he has been on Wall Street, he has provided commentary for numerous financial publications, and has been invited to present at the Association of Financial Professionals (AFP) annual conference.
Mr. Klein earned a BS in Finance from the State University of New York at Buffalo.
Douglas Tropp is the global Corporate Treasurer for The Priceline Group, an online travel & travel related services business which includes Booking.com, priceline.com, agoda.com, KAYAK, rentalcars.com and OpenTable. Prior to Priceline, Doug spent 7 years in various roles at GE Capital Treasury, most recently as the Treasurer of multiple businesses in the commercial lending & leasing space. Prior to GE, Doug spent 7 years at IBM where he held multiple roles in capital markets, risk management, Chief Dealer of the in-house bank and lastly as the Global Head of Foreign Exchange. Prior to IBM, Doug spent 2 years at The Hertz Corporation as the Manager of Corporate Finance. Doug started his career at The Fuji Bank NY Branch, where he spent 8 years, splitting his time as a bank trader and a proprietary trader in cash & derivative products.
Doug received his MBA with a concentration in Finance and Accounting from Fordham University and his BS in Finance & Economics from Syracuse University.
