Fenway Park
Fenway Park, 4 Jersey St, Boston, MA 02215, USA

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Event Date Mon May 2 EDT - Wed May 4 EDT (21 days ago)
Location Fenway Park
4 Jersey St, Boston, MA 02215, USA
Region Americas

This will be packed with 30 virtual sessions and inspiring key note virtual luncheons provided by our truly dedicated sponsors. You will enjoy a lineup of experts sharing their innovations, expertise, expanded fraud controls, technical acumen, leadership, and practical operational solutions that will sharpen your views of what is now a new reality in the world of treasury and financial services.

It’s more important than ever to ensure we’re getting the most out of our education and training investment – and your attendance at the New England AFP 36th Annual Conference for the Finance and Treasury professional will help you do just that.

• Your time is valuable. This Conference offers a wide variety of treasury and finance topics, addresses current issues and challenges and offers the opportunity to learn how other finance professionals solve similar issues to yours. You will return to your role with ideas to implement immediately.
• You’ll have direct access to vendors. Conference sponsors represent the products and services you need to effectively do your job. The in person Business Connection Zone will provide ample opportunity to network and catch up with colleagues.
• The program is structured to lead you through to the solutions you need. Sessions are grouped by Learning Tracks to allow you to focus on your individual business needs. The 36th Annual Conference will give you the opportunity to participate in contemporary discussions on investment strategies, domestic and international cash management issues, treasury operations, risk and government regulations.


2022 Speakers


Dr. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management

Gerald Chertavian
Founder & CEO, Year Up


Erika Baumann
Senior research analyst, Aite Group’s Wholesale Banking & Payments

Helps clients in variety of areas, including IT, information security governance

Jordan Bentley
Strategy Manager within Worldpay, FIS’

Jason Blumstein
CTP is currently a Senior Manager with Actualize Consulting

Bob Brutti
FIS Global

Brian Buck
Morgan Stanley Investment Management

Jamie Cortas
Director, Global Investment Management, Dell

Glenn A. Davis
Sxolution Advisor, PNC Bank

Denise DeRoss
ELS, Equity Lifestyle Properties

Jeff Diorio
Manages treasury, PMC Treasury

Matanda Doss
Information Security Manager, J.P. Morgan

Nancy Duarte
FIS Global

Vicente Ferrer
Leader, Santander Bank

Joseph Flaherty
Consultant, U.S. Bank

Janet Frick
Treasurer , The Boston Consulting Group

Will Goldthwait
Vice President, Portfolio StrategistState Street Global Advisors

Robert Graham
VP of Enterprise Solutions , Ascendant

Anthony Guide CTP
Advisor, PNC Bank

David Guzman
International Treasury Specialist, J.P. Morgan

Nina Hanselmann
Member, U.S. Bank

Robert Johnston
Head of Receivables Product Management for the Transaction Banking organization, Santander Bank

Matt Jones
Head of Liquidity Distribution, Western Asset

Steve Kraus
Investment Sales and Product, Citibank TTS

Barbara Landolt
Assistant Treasurer , CSAA Insurance Group

Marci Lerner CTP
Treasurer, Hologic, Inc.

Greg Litster
President , SafeChecks

Tammi LoGrasso
Executive Director in Treasury Services Corporate Client Banking, J.P. Morgan

Jim Maimone CTP
Senior Payment Hub Product

Lynne Marlor,
Frequent global speaker, Boston Blockchain Association

Matthew McCallister
Industry Veteran, Brookfield Properties

Scott McGrath
Director and Senior Treasury Officer, Bank of America

Kevin McKeever CTP
Region Head-Payment Advisory , HSBC BANK USA

Michelle Pasquerillo
VP, Head of Bank Channel Strategy and Success, Bottomline

Darren Ricci
Senior Vice President and ERP Strategy Consultant, Wells Fargo

Seth Roman
Portfolio Manager, Longfellow Investment Management Co., LLC

Dave Sackett
Former CFO, Visibility Corporation

Jeffrey Scribner
Vice President, State Street Global Advisors

Henley Smith
Senior Vice President and Senior Relationship Manager, StoneCastle Cash Management

Paul Staples
Global Head of Banking, HSBC

Heather Steffans
Veteran Webinar Presenter, MarketSphere Unclaimed Property Specialists

Matthew Terhune
Morgan Stanley Investment Management

Tyler Thurgood
Consultant, GPS Capital Markets, Inc.

Nancy Wu
Leads sales and customer success, SkyStem

Kevin Yimoyines
Senior Investment Trader, Citibank

Sponsors & Partners

2022 Sponsors

• Actualize Consulting
• Bank Of America
• Calastone
• Citizens
• Federated Hermes
• Goldman Sachs
• Invesco
• Kyriba
• Lord Abbett
• Neach Payments Group
• R & T Deposit Solutions
• State Street Global Advisors
• Tis
• Wells fargo
• Ascendant
• Bottomline
• Cambridge Saving Bank
• Enterprise Bak
• HSBC Bank
• JP Morgan
• Morgan Stanley Investment Management
• Satander
• US Bank
• Western Asset