Events

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Program Registration : 12:00pm  Lunch Will Start At 12:15pm. Come early, it’s a great chance to network! Presentation and Q&A: 1:00pm – 2:30pm Topic: AI in the Financial Services Sector:  How does it affect you? Speakers: Katarina B. Polozie, CIPP/US, AIGP, Partner - Woods Oviatt Gilman LLP & Alyssa Frieling, CIPP/US - Woods Oviatt Gilman LLP…  read more →

Program Registration : 3:00 PM-3:30 PM Come early, it’s a great chance to network! Presentation and Q&A: 3:30 PM-4:30 PM Topic: Economic Update Speaker: Tim Quinlan, Managing Director & Senior Economist – Wells Fargo Corporate & Investment Banking Session Description: Over the past two years, the Federal Reserve has raised rates faster than at any point in the…  read more →

Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pmTopic: Innovation Equity in Digital PaymentsSpeakers: Sigi Portillo, Vice President, Receivables Product Manager – JPMorgan Chase & April Dunn, Director of Sales - Paymentus Session Description: This session will…  read more →

Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pm Topic: What Does Today’s Treasurer Need to Know About AI? Speaker: Zach Stimler, Head of Partner Success – Trovata Session Description: The introduction of ChatGPT has quickly transformed the world of work. Executives…  read more →

Program Registration : 12:00pm  Lunch Will Start At 12:15pm. Come early, it’s a great chance to network! Presentation and Q&A: 1:00pm – 2:00pm Topic: Sticking the Landing Speaker: Stephen Juneau, Vice President on the US Economic Research Team - Bank of America Session Description: In 2023, the economy defied almost everyone’s expectations -…  read more →

Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pm Topic: Managing Liquidity Risk in the Year Ahead Speaker: Tom Severance, Head of Global Account Management and Sales – ICD  Session Description: Corporate cash levels have remained elevated with continuing concern over…  read more →

Program Registration : 12:00pm  Lunch Will Start At 12:15pm. Come early, it’s a great chance to network! Presentation and Q&A: 1:00pm – 2:00pm Topic: Economic Update Speaker: Stephen A. Rossi, Senior Vice President & Senior Equity Strategist – Canandaigua National Bank and Trust   Session Description: The presentation will…  read more →

Program Registration: 2:30pm-3pm EST Come early, it's a great chance to network! Presentation and Q&A: 3pm - 4pm EST Speaker: Shannon Seery, Lead Economist – Wells Fargo Corporate & Investment Banking Topic: Economic Update Session Description: Over the past two years, the Federal Reserve has raised rates faster than at any point in the past 40+ years. Some parts…  read more →

Registration and Lunch: 12pm-1pm EST Session # 1: 1pm - 2pm EST Speakers: David Barbee, Managing Director & Head of Business Development, Middle Market Financial Sponsors Group – JPMorgan Chase & Co and Ajit George, Executive Director, JPMorgan Private Bank Advice Lab – JPMorgan Chase & Co Topic: Business Transitions for Privately Held Companies Session…  read more →

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Registration and Lunch: 12pm-1pm EST Session # 1: 1pm - 2pm EST Speaker: Mike Richards, CEO & Founder – Treasury Recruitment Company Topic: Leveraging Networking and Personal Branding to Achieve Success in Your Treasury Career Session Description: As a treasury professional you spend your life safeguarding and investing your company’s money but can the same be said for…  read more →

Program Registration & Lunch: 12:00pm – 1:00pm Lunch Will Start At 12:15pm. Come early, it’s a great chance to network! Presentation and Q&A: 1:00pm – 2:00pm Topic: Today's Payment Trends: Smarter, Faster, What To Expect In 2023 Speaker: Robert Foote - Director, ACH Product Management Global Transaction Services - Bank of America   Session…  read more →

Program Registration & Lunch: 11:30 AM – 12:30 PM Lunch will be provided during registration. Come early, it’s a great chance to network! Presentation and Q&A: 12:30 PM – 1:30 PM Topic: The Business of Partnership – Building Trusted Relationships in the Workplace Speaker: Tom Bachmann – Culture Shaping Manager and Senior Champion, Organizational Development…  read more →

Registration: 2:00pm – 2:30pm ESTCome early, it’s a great chance to network! Presentation and Q&A: 2:30pm – 4:00pm EST Topic: Economic Update Speaker: Tim Quinlan – Managing Director and Senior Economist – Wells Fargo & Company Session Description: Tim Quinlan, a Western NY native, will be joining us for an Economic Update. The highest inflation since the…  read more →

Registration and Lunch: 12pm-1pm EST Session # 1: 1pm - 2pm EST Speaker: Michelle Golembieski – Executive Director, Corporate Treasury Consulting - JPMorgan Chase & Co. Topic: Investigating Optimization: Considerations To Help Technology Maximize Treasury’s Potential Value Session Description: The challenges corporates faced over the last two years necessitated an…  read more →

Registration and Lunch: 12pm-12:45pm EST Annual Meeting: 12:45pm - 1pm EST Session # 1: 1pm - 2pm EST Speaker: Angela Sparacino - Director of Commercial Rates & FX Solutions - Wells Fargo Topic: LIBOR Migration - What's Next? Session Description: The global transition away from LIBOR crossed a major milestone after Dec. 31, 2021 with the cessation of non-USD LIBORS and the…  read more →