Join us for 1:1 Mentoring Sessions during the days and times below. Please select a mentor and book a 20-minute meeting time during AFP 2024.
MONDAY, OCTOBER 21st
9:45 AM - 10:30 AM
Michaela Berman
AVP Treasury
Golub Capital
Expertise: Treasury - cash management, forecasting, fx, treasury management system, financial services
Golub Capital
Expertise: Treasury - cash management, forecasting, fx, treasury management system, financial services
Niesha Brown
Vice President of Treasury
U.S. Renal Care, Inc.
Expertise: Beyond leadership, professional development, and treasury operations, I am best at process improvement, cultivating relationships and utilizing resources. Prior to becoming a practitioner, I worked in banking for 10 years with 5+ in a commercial and treasury environment. Having experience on both sides of the table comes with a wealth of expertise and unique skill.
U.S. Renal Care, Inc.
Expertise: Beyond leadership, professional development, and treasury operations, I am best at process improvement, cultivating relationships and utilizing resources. Prior to becoming a practitioner, I worked in banking for 10 years with 5+ in a commercial and treasury environment. Having experience on both sides of the table comes with a wealth of expertise and unique skill.
Blaine Carnprobst
SVP, Receivables Product Advisor
PNC Financial Services
Expertise: Product Management, Treasury Operations, Accounts Receivable Processing, Electronic Banking
PNC Financial Services
Expertise: Product Management, Treasury Operations, Accounts Receivable Processing, Electronic Banking
Jim Maimone
SVP, Payments Solutions Consultant
Citizens Bank
Expertise: US Domestic Payments, working with commercial and SMB clients and previously in Product Management & Development. Most recently, I was the product owner during our agile program that implemented RTP via The Clearinghouse in 2019; then our Invoice-to-Pay solution in 2021, and now work with clients on any payment needs.
Citizens Bank
Expertise: US Domestic Payments, working with commercial and SMB clients and previously in Product Management & Development. Most recently, I was the product owner during our agile program that implemented RTP via The Clearinghouse in 2019; then our Invoice-to-Pay solution in 2021, and now work with clients on any payment needs.
Geraldine Nath
Chief Accounting Officer
TheKey
Expertise: Accounting RTR, Order to Cash, Procure to Pay, Finance
TheKey
Expertise: Accounting RTR, Order to Cash, Procure to Pay, Finance
David Pietz
Vice President Treasury
Ascent Logistics
Expertise:
Ascent Logistics
Expertise:
Bryon Russell
Assistant Treasurer and Director, Financial Operations
MITRE
Expertise: Treasury and Cash, Finance Transformation, Financial Operations, Finance Business Partnering, FP&A
MITRE
Expertise: Treasury and Cash, Finance Transformation, Financial Operations, Finance Business Partnering, FP&A
Summa Simmons
Associate Vice President, Treasury
Victoria’s Secret & Co.
Expertise: Cash Mgmt / Treasury Ops
Victoria’s Secret & Co.
Expertise: Cash Mgmt / Treasury Ops
Brian Wszolek
VP, Treasurer
Sanmina
Expertise: Risk management, supply chain financing, cash management, strategy
Sanmina
Expertise: Risk management, supply chain financing, cash management, strategy
TUESDAY, OCTOBER 22nd
9:45 AM - 10:30 AM
Dave Beaver
VP and Treasurer
Crown Holdings
Expertise: I spent 12 years at PwC in their audit practice including 2 years in their National Office. I've been at Crown Holdings for 14 years in the Assistant Controller, Controller and now Treasurer role.
Crown Holdings
Expertise: I spent 12 years at PwC in their audit practice including 2 years in their National Office. I've been at Crown Holdings for 14 years in the Assistant Controller, Controller and now Treasurer role.
Sarah Berndt
Director, Sr Treasury Consultant
BMO
Expertise: A seasoned Treasury Consultant with 25 years in the banking industry, most of it held within Treasury Management. I am Relationship focused with a strategic mindset. I work closely with our clients to analyze their business needs and help create efficiencies and cost savings. I provide cash flow consultations and work to create efficiencies with treasury management solutions and technology integrations. I have enjoyed the experience of growing a career while still maintaining work/life balance.
BMO
Expertise: A seasoned Treasury Consultant with 25 years in the banking industry, most of it held within Treasury Management. I am Relationship focused with a strategic mindset. I work closely with our clients to analyze their business needs and help create efficiencies and cost savings. I provide cash flow consultations and work to create efficiencies with treasury management solutions and technology integrations. I have enjoyed the experience of growing a career while still maintaining work/life balance.
Thomas Boström
Assistant Treasurer
Okta
Expertise: Treasury. Debt. Capital markets: Bond issuance, convertible issuance, share buybacks, converts buybacks, capital structure, dividend, equity structures. Rating agencies. Liquidity planning. Investments: MMF, govt securities, corporate securities, investment policy. FX, FX forwards. Cash Mgmt. Corp Insurance.
Okta
Expertise: Treasury. Debt. Capital markets: Bond issuance, convertible issuance, share buybacks, converts buybacks, capital structure, dividend, equity structures. Rating agencies. Liquidity planning. Investments: MMF, govt securities, corporate securities, investment policy. FX, FX forwards. Cash Mgmt. Corp Insurance.
Lora Burton
Senior Manager Treasury
TBC Corporation
Expertise:
TBC Corporation
Expertise:
Lori Economy-Scholler
Chief Financial Officer
City of Bloomington MN
Expertise: Treasury, investments, and government debt issues
City of Bloomington MN
Expertise: Treasury, investments, and government debt issues
Gene Eskildsen
VP Treasurer
Crane NXT
Expertise: Daily Cash operations and oversight, capital markets, risk management.
Crane NXT
Expertise: Daily Cash operations and oversight, capital markets, risk management.
Tori Geer
VP - Controller
Premier Trailer Leasing
Expertise: I head up our Accounting, AP. AR, Tax, and Inventory groups. Also handle treasury with my Director of Accounting. Lean teams.
Premier Trailer Leasing
Expertise: I head up our Accounting, AP. AR, Tax, and Inventory groups. Also handle treasury with my Director of Accounting. Lean teams.
Jenn Legg
Chief Financial Officer
KLS Martin
Expertise: Accounting, finance, cash management, capital structuring, FP&A, finance technology, data decisions making
KLS Martin
Expertise: Accounting, finance, cash management, capital structuring, FP&A, finance technology, data decisions making
Monique F Polas
Assistant Treasurer
Carnegie Mellon University
Expertise: I am the Assistant Treasurer at Carnegie Mellon University, where I provide leadership in the areas of liquidity, debt and risk management, as well as overseeing Treasury operations. I have over a decade of experience in finance, strategy development, and oversight of operational execution across a variety of industries, and has demonstrated success in influencing policies, processes, and organizational structures to create value.
Carnegie Mellon University
Expertise: I am the Assistant Treasurer at Carnegie Mellon University, where I provide leadership in the areas of liquidity, debt and risk management, as well as overseeing Treasury operations. I have over a decade of experience in finance, strategy development, and oversight of operational execution across a variety of industries, and has demonstrated success in influencing policies, processes, and organizational structures to create value.
Jessica Redman
Vice President, Cash Management Officer & Team Leader
SELCO Community Credit Union
Expertise: Commercial banking, business accounts, business deposits, cash management, treasury management, product implementation, product pricing/forecasting, sales, relationship management
SELCO Community Credit Union
Expertise: Commercial banking, business accounts, business deposits, cash management, treasury management, product implementation, product pricing/forecasting, sales, relationship management
Susan Schuetz
SVP Corporate Accounting & Treasury
Waterton
Expertise: Corporate Treasury Operations, Accounts Payable, Budgeting and Financial reporting. Current industry - multi-family real estate.
Waterton
Expertise: Corporate Treasury Operations, Accounts Payable, Budgeting and Financial reporting. Current industry - multi-family real estate.
Zach Walters
Director Assoc - Data Analytics:
Linde
Expertise: Experienced in Commercial, Business Transformation, Operations, and traditional Business Finance disciplines at numerous levels (site, division, group, etc.) of multiple Fortune 500 corporations.
Linde
Expertise: Experienced in Commercial, Business Transformation, Operations, and traditional Business Finance disciplines at numerous levels (site, division, group, etc.) of multiple Fortune 500 corporations.
TUESDAY, OCTOBER 22nd
1:15 PM - 2:00 PM
Mario Alagoa
Assistant Treasurer
Albany International Corporation
Expertise: Fx, interest rate, cash, debt, international teams.
Albany International Corporation
Expertise: Fx, interest rate, cash, debt, international teams.
Dominic Amakye Gyamfi
Credit Controller (Ag. Treasurer)
Ghana Civil Aviation Authority
Expertise: Treasury
Ghana Civil Aviation Authority
Expertise: Treasury
Terry Crawford
Former Sr. Vice President and Treasurer
AMC Entertainment Holdings
Expertise: AFP Board of Directors member since 2014, serving on the Audit and Finance Committees. Served on the AFP Annual Conference Planning Task Force and the Treasury Advisory Group, serving as the chair in 2012-2013. In addition, I currently serve as a finance mentor for the American Red Cross, working with non-finance personnel to better understand financial issues. I’ve also been a member of the Wells Fargo Retail Advisory Board and at the local level, I’m a past president of the Kansas City AFP.
AMC Entertainment Holdings
Expertise: AFP Board of Directors member since 2014, serving on the Audit and Finance Committees. Served on the AFP Annual Conference Planning Task Force and the Treasury Advisory Group, serving as the chair in 2012-2013. In addition, I currently serve as a finance mentor for the American Red Cross, working with non-finance personnel to better understand financial issues. I’ve also been a member of the Wells Fargo Retail Advisory Board and at the local level, I’m a past president of the Kansas City AFP.
Marcia Harris
Director of Finance
American Institute of Physics, Inc.
Expertise:
American Institute of Physics, Inc.
Expertise:
Kirsten Haswell
Investment Officer
Montana Board of Investments
Expertise: I manage the short term investment pool for the state of Montana. My expertise is in internal fixed income management, specifically short duration, but have experience in all aspects of portfolio management from due diligence and risk management to financial statement analysis.
Montana Board of Investments
Expertise: I manage the short term investment pool for the state of Montana. My expertise is in internal fixed income management, specifically short duration, but have experience in all aspects of portfolio management from due diligence and risk management to financial statement analysis.
John Lawler
Name: CFO
MCS Management
Expertise: I have worked in public and private companies in a variety of industries, and I am hoping to provide some practical guidance in the following areas: problem solving, process improvement and influencing others.
MCS Management
Expertise: I have worked in public and private companies in a variety of industries, and I am hoping to provide some practical guidance in the following areas: problem solving, process improvement and influencing others.
Howard F. Lemons
SVP, Director of Treasury Management Product
AMERIS Bank
Expertise: I am a Treasury Management professional with 27 years of experience. I have held several leadership roles within TM from operations, sales support, to product management.
AMERIS Bank
Expertise: I am a Treasury Management professional with 27 years of experience. I have held several leadership roles within TM from operations, sales support, to product management.
Seth M Marlowe
Director, Head of Strategic Solutions
Synovus
Expertise: Treasury management, payments, fintech partnerships, professional networking, personal branding.
Synovus
Expertise: Treasury management, payments, fintech partnerships, professional networking, personal branding.
Priscila Nagalli
Managing Director
Actualize Consulting
Expertise: Treasury Operations, Liquidity Management, Banking, Investments, Treasury Technology, International Treasury
Actualize Consulting
Expertise: Treasury Operations, Liquidity Management, Banking, Investments, Treasury Technology, International Treasury
Raymond Vines
Instructor / Trainer
Turningpoint Communications
Expertise: Treasury Operations, Cash Management, CTP Instructor, Treasury Management Instructor
Turningpoint Communications
Expertise: Treasury Operations, Cash Management, CTP Instructor, Treasury Management Instructor