| Date | May 14, 2025 12:00 pm - 6:00 pm |
|---|---|
| Sponsor | Wells Fargo |
| Location | Locust Hill Country Club |
Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)
Presentation # 1: 1:00pm – 2:00pm
Topic: Merchant Services & Payments Innovation
Session Description: Businesses today face growing pressure to accelerate cash flow, reduce receivables friction, and keep up with evolving payment technologies. Instead of overhauling systems, leveraging expertise and technology tools from trusted advisors can vastly improve efficiency and working capital.
Speaker: Eric Goldberg, Lead Merchant Services Consultant at Wells Fargo
Speaker Bio: With over a decade of experience advising organizations across industries, Eric helps clients modernize receivables through consultative review and tech-driven solutions. He’ll share practical insights on streamlining A/R - including electronic billing, multi-channel payments, payment file consolidation, and automated payment & bill matching. Based in the New York metro area, Eric collaborates with Bankers and Treasury teams to align payment strategies with financial goals - he will also highlight payment trends and data relevant to upstate New York.
Break: 2:00pm - 2:15pm
Presentation # 2: 2:15pm – 3:15pm
Topic: Economic Update
Session Description: TBD
Speaker: Tim Quinlan, Director, Senior Economist, Wells Fargo Securities, LLC
Speaker Bio: Tim is a director and senior economist with Wells Fargo Securities. Based in Charlotte, North Carolina, he provides analysis on U.S. and major foreign economies. Tim’s work has been published in academic economic journals and his comments on the economy regularly appear in The Wall Street Journal, The New York Times, and USA Today. He is also a frequent guest on Bloomberg TV, CNBC and National Public Radio. Tim is a member of the National Association for Business Economics and the Canadian Association for Business Economics. Tim has a B.A. from Siena College in Albany, New York.
Break: 3:15pm - 3:30pm
Presentation # 3: 3:30pm – 4:30pm
Topic: TBD
Session Description: TBD
Speaker: TBD
Speaker Bio: TBD
Reception: 4:30pm - 6:00pm