Cash Management Forum 2023 | McKinsey & Company | 24 July 2023 | Park Hyatt Toronto, 4 Avenue Rd, Toronto, ON M5R 2E8, Canada

Come be a part of another knowledge-packed event as we help Treasury Management executives chart a strategic path forward.

Agenda Topics:
• All’s Fair in Love and Deposits – The Heightened Battle for Commercial Liquidity
• Foundation for the Future – Scotiabank’s Journey to Modernize its Commercial Payments Platform
• Live Poll – Latest Industry Issues and Member Priorities
• The Journey to Redefine Treasury Onboarding (and the Challenges Along the Way) – A BankUnited Case Study
• Embracing Change – A Panel Discussion on Innovative Approaches to TM Implementation and Servicing
• Power to the Middle – Why Managers Hold the Keys to the Future of Work
• Pushing Boundaries – The Next Horizon in Treasury API Delivery
• Green Cash Management – Leveraging Green-ECR & Green Deposits to Service Corporate Customers

2023 Speakers

Evan Long
Solution Manager, McKinsey & Company

Philip Poole
Associate Partner, McKinsey & Company (Moderator)

Dennis Parker
VP, Business Deposits and Cash Management Product, TD Bank Group

Paula Barrington
Executive Director Treasury Services, BOK Financial

Cory Richmond
Liquidity Solutions Product Strategy & Sales Specialist, JPMorgan Chase

Tom Ormseth
EVP, Head of Banking, R&T Deposit Solutions

Matthew Parker-Jones
SVP, Products & Operations for Global Business Payments, Scotiabank

Greg Lahn
SVP, Core Banking and Payments Engineering, Scotiabank

Jaclyn Coffin
Managing Director, Treasury Solutions Sales Head, BankUnited

Chris Esch
Associate Partner, McKinsey & Company (Moderator)

Karen Ouellette
EVP, Treasury Management Customer Care, PNC Bank

Konstantin Goushin
Head, Client Services and Implementation Treasury and Payments Solutions, BMO Financial Group

Rick Scholz
Managing Director, Payment Advisory Services, Deluxe

Emily Field
Partner, McKinsey & Company

Simon Jones
Senior Advisor, McKinsey & Company (Moderator)

Carol Grunberg
Managing Director, Global Head of Strategic Partnerships & Innovation, TTS, Citi

Bridgit Chayt
EVP Head of Treasury Management & Commercial Payments, Fifth Third Bank

Cher Keck
Global Head of B2B Connect Sales, Visa

Toby Michelmore
Global Head of Partnerships, FinLync

Dan Gill
Industry Principal - Banking & Financial Services, SunTec (Moderator)

Jonathan Hackett
Co-Head, BMO Energy Transition and Head, Sustainable Finance, BMO Financial Group

Arun Sinha
Managing Director, US Head Client Acquisitions Cash Management, RBC Capital Markets