Print Page   |   Contact Us   |   Sign In   |   Register
2018 Buckeye Financial Forum Speakers

 

 

Opening Session

The Columbus 2020 Economic Growth Strategy - As We Approach The End of the Decade, How Are We Doing & What's Next?

The Columbus region has experienced tremendous growth over the past decade and Columbus 2020 partners with state and local entities to generate opportunity and build capacity for economic growth in the 11 county Columbus Region.     The key to this growth is providing life sustainable jobs in the region that will promote trailing growth not only in one industry, but growth in multiple industries.     Columbus 2020 partners with local professional organizations such as the Central Ohio Association for Financial Professionals to ensure that competitive growth and innovation is happening in all industries that will add value to the expanding region.    This presentation will review where we have been,  what we are doing and what next has we approach our 2020 goals and set the future for the Central Ohio region beyond 2020 and how banking and treasury professionals add to the success.

Chip Holcombe

Columbus 2020
ch@columbusregion.com

 


Chip works to raise funds from the Central Ohio business community to finance Columbus 2020’s comprehensive economic and business development activities. Financial resources are provided by more than 300 Columbus Region businesses and organizations that represent more than 20 industry sectors. Chip actively works to help connect Columbus 2020 investors with each other and to Columbus 2020 clients. 

With more than 20 years of successful economic development consulting and fundraising experience throughout the U.S., Chip’s deep experience helps Columbus 2020 investors and stakeholders truly maximize their engagement opportunities and return on investment.

Before joining Columbus 2020 full time, Chip managed more than 25 economic development fundraising campaigns in markets throughout the US including – Detroit, Minneapolis, Oklahoma City, New Orleans, St. Louis, Atlanta and Memphis to name a few.

Chip is not shy asking for money – having conducted more than 7,000 one‐on‐one solicitation calls with business and community leaders and personally raised $175 million to fund economic development programs.

He is a graduate of Ohio Wesleyan University and resides in Powell with his wife Julie and their assortment of dogs and cats.

 

Morning Sessions

Are Banks Becoming Interchangeable Vendors?

The number of companies planning to issue an RFP for treasury services or replace a credit bank are at an all-time high. What are the causes of this churn? Has the glue to the relationship become technology and service instead of credit? Are your existing banks partners, or are they becoming interchangeable vendors?  The selection and management of bank relationships are the keys to reducing both direct bank fees as well as the time and staffing levels required of your treasury, cash application, and accounts payable groups. Price, technology, quality of service, and the ease of doing business are the cornerstones for controlling these expenses.

James G. Brunnquell, CTP

Senior Vice President
Phoenix- Hecht
jim.brunnquell@phoenixhecht.com

 

 

For the past ten years, Jim has been a senior relationship manager at Phoenix-Hecht, handling the firm’s relationships with U.S. national and regional banks. Prior to joining Phoenix-Hecht, Jim was with Girard Bank, Mellon Bank, and Citizens Bank for 34 years; holding various lending, management, and sales positions in Credit Policy, Business Banking, Commercial Banking, and Treasury Management. Jim has been a CTP since 1997, has a B.A. in Economics from Gettysburg College, and is a speaker at numerous regional AFP conferences.

 

Tips and Tricks for Liquidity Management

Liquidity management is an essential part of treasury operations. This session will look at some of the key issues involved in working capital management and provide some suggestions on how many of us can do it more effectively.

Mark Webster, CPA, CCM

Partner and Treasurer
Treasury Alliance Group LLC
mark.webster@treasuryalliance.com

 

 

Mr. Webster is a Partner and Treasurer in Treasury Alliance Group LLC, a consulting firm that specializes in Payments and Treasury Management.  He has over 35 years of experience in all areas of payments and treasury and risk management; and has worked with domestic and international clients in a wide variety of industries, including financial services, retail, insurance and government. The former head of the Treasury Management Consulting Practice at Coopers & Lybrand, Mark has led Bank Operations and Payments Consulting Practices as a partner at both PricewaterhouseCoopers and Capco. He has significant financial services industry experience, having worked for both regional and money center banks in a variety of roles including: CIO, Treasury Services Product Manager, and head of Payments Operations and Check Processing..

 

Lessons from the North: Making ISO 20022 work for You

ISO 20022 has emerged as the global language standard for financial communications. This session will uncover the challenges overcome by international businesses in converting their primary payment methods to ISO 20022, and outline how ISO can improve overall operations for companies. From international payment trends to commentary on how the U.S. can overcome challenges associated with late adoption, attendees will gain a thorough understanding of ISO 20022, including why they should care about it, what the benefits are and varying approaches to implementing an international payment strategy. 

Kate Risch Choi

Sr. Product Manager
Treasury & Payments Solution
Kate.Choi@BMO.com



Kate is a Senior Product Manager at BMO Harris Bank, specializing in ERP system integrations.  Current projects include leading BMO’s ISO 20022 Pilot Program and preparing for emerging technologies like Faster Payments, Tokenized Payments and B2B Payment Portal Solutions.  Kate has in-depth experience in file-based solutions and helps clients design optimal solutions with their bank, leveraging today’s technology, to position themselves for tomorrow’s payment flows.


Maximizing Treasury Management with Corporate to Bank Integration

In today’s challenging business environment, treasury and finance professionals are focusing more than ever on ways to improve efficiency, collect funds faster and reduce fraud. For many, treasury management systems (TMSs),
enterprise resource planning systems (ERPs) and other software packages provide innovative technology solutions to meet these needs, giving management more time to spend on strategic issues that can increase the company’s value.

John Sciano

Vice President & Sr. Channels Product Manager
KeyBank
John_T_Sciano@keybank.com

 


John Sciano, Vice President and Senior Channels Product Manager, has 25 years of banking experience, most of it in Treasury Management. John currently manages KeyBank’s Information Reporting, BAI, Transmissions, EDI, Consolidated Payables and SWIFT Reporting services.

John holds a Bachelor’s degree in Marketing from The University of Akron’s College of Business. John attained his Certified Treasury Professional (CTP) designation in 2008. He is actively involved with the Northern Ohio Association for Financial Professionals and the Association for Financial Professionals.

  

Issues Facing the Banking Industry: Roundtable  --  Bankers ONLY

Robin will lead a round-table discussion addressing the following topics:

  • Value and Support of CTP credential
  • Fraud
  • Managing Vendor Relationships
  • Time Management for Sales
Robin Mink

Treasury Management Sales & Product Leader
CNB Financial Corporation
robin.mink@cnbbank.bank

 

 

Robin Mink is Head of CNB Financial's Treasury Management line of business and oversees the product and sales strategy for their bank brands in Pennsylvania, Ohio, and New York. She is based out of the FCBank regional office in Worthington, OH.

Robin has over 30 years of experience in both treasury management and banking. Her  previous roles, from a Corporate Finance Practitioner at Cardinal Health and Safelite AutoGlass to Senior Vice President, Treasury Management Market Executive for PNC Financial Services, have provided her a considerable amount of treasury and cash management experience from a variety of perspectives.

Ms. Mink is a Certified Treasury Professional (CTP) and is active in both the Association for
Financial Professionals (AFP) and the local Central Ohio AFP Chapter (COAFP). She has served as an officer for several years, most recently as COAFP President. 

Robin is a graduate of Otterbein University and the 2007 Leadership Columbus class. She is a former Board Officer for Kemba Financial Credit Union and has served as a Board Trustee for City Year Columbus, Columbus Children's Theater, and the Columbus Area Performing Arts (CAPA) locally.

 

Issues Facing Corporates: Roundtable  -  Corporates ONLY

Corporate only attendees will participate in  moderated discussions revolving  around the industry’s hot topics: fraud, risk mitigation, technology advancement, Human Resources, global uncertainties, etc.

Alvin C. Rodack, CTP

Vice President Finance & Administration 
Ohio Dominican University

 

 

 

Al Rodack is Vice President Finance & Administration at Ohio Dominican University.  He oversees all Treasury, Investment, Accounting, Risk, Public Safety, Facilities and Human Resources. Previously he spent 35 years in the Office of the Treasurer at The Ohio State University. His responsibilities included overseeing treasury management, debt management, investments and operations of an internal bank.  

He also worked with risk management, bursar and accounts receivable. Al also worked as an Investment Officer and fixed income portfolio manager for PNC Bank. Al serves on the Board of Trustees for the Mt. Carmel College of Nursing and is on the Board of Directors of the Columbus Medical Association Foundation. Al served as Chairman of the Government Relations Committee for the Association of Financial Professionals (AFP) and served on the AFP Board of Directors. He is on the faculty of the SACUBO College Business Management Institute (CBMI). He also taught a finance course on Treasury Management at Ohio State.

Al received a B.S. degree in Accounting and an M.B.A. in Finance, both from The Ohio State University.

 

Payments: Chargebacks and Interchange - The Struggle is Real

Merchant Processing

  1. What you may not know about chargebacks
  2. Liability with EMV
  3. What’s coming….VCR
  4. Disputes and best practices
  5. Interchange Management
  6. Best practices
  7. The future 
Kimberly Stargel, CTP

Sr. Leader Merchant Solutions for Financial Institutions
Worldpay
jmorrison@corporateone.coop

 

 

Kim graduated from Hanover College and has been in the financial industry for over 20 years. Her career first started in merchant, but quickly led to a Treasury Management position where she earned her CTP in 2000. She diversified more by assisting with a bank conversion and the development a new affiliate’s International Sales program. She has had the pleasure of successfully leading a treasury team, developing a new market for International Services and standing up and leading multi-state merchant sales teams for bank expansion. She has led a healthcare industry vertical project re-tooled an internal merchant retention and cross sales team, and now is presently leading the relationship management team supporting VIP merchant clients for strategic partner banks.

Kim works for Worldpay. Vantiv (formerly known as Fifth Third Processing Solutions) recently merged with Worldpay. Learn more about the merger here: www.vantiv.com.

Kelli Schweitzer

Leader Card Fraud Operations
Worldpay
kelli.schweitzer@vantiv.com

 

 

 

Kelli has been in the payment processing industry for over 11 years. Her subject matter expertise is in chargebacks where she has supported the Acquiring side from first chargeback to arbitration. Kelli has managed several different chargeback teams giving her a decade of experience in industry trends, compliance changes and chargeback innovation. Kelli currently leads our Merchant Chargeback Team, which directly services our Ecommerce and Heritage Vantiv merchants. Kelli is currently ramping her teams up for VCR (Visa Claims Resolution) which will change the industries outlook on chargebacks.  

 

Lunch Session

A Future-Proof Career: A Formula for Continued Success

There are many variables that make up a successful career. During his speech, Dan Carmody will discuss what he feels are the four main components that every professional should pursue in order to build a Future-Proof career. By researching various successful processionals, Dan has developed speech that is meant to motivate you to achieve even greater career success. One of the hallmarks of Dan's speeches is that they are very interactive! So bring your cellphone, bring your business cards and bring a note pad. This is a keynote speech that will entertain and motivate!

Daniel Carmody, CTP

Managing Director
TreaSolution
dan@treasolution.com

 

 

Daniel J. Carmody, CTP is the Executive Director of TreaSolution, a faculty member at Northwestern University and a Professional Public Speaker.

Since obtaining his Certified Treasury Professional certification (formerly the Certified Cash Manager) in 1998, Dan has been dedicated to assisting organizations with improving their treasury management functions. Dan's current responsibilities pertain to the strategic direction of TreaSolution along with treasury best practices and treasury technology consulting.

In addition to treasury consulting, Dan is also teaches a post-graduate Certified Treasury Professional course at Northwestern University. 

 

Afternoon Session

Leveraging Networking for Treasury Professionals

How do you know if you have developed a good professional network? From conference networking events to online social networking websites, networking is a critical aspect of a successful treasury management career. During this speech Dan Carmody will discuss the importance of networking and how treasury professionals can help develop a comprehensive professional network.  Furthermore, Dan will go over several successful networking techniques and strategies that can be utilized during the Buckeye Financial Forum!

Daniel Carmody, CTP

Managing Director
TreaSolution
dan@treasolution.com

 

 

Daniel J. Carmody, CTP is the Executive Director of TreaSolution, a faculty member at Northwestern University and a Professional Public Speaker.

Since obtaining his Certified Treasury Professional certification (formerly the Certified Cash Manager) in 1998, Dan has been dedicated to assisting organizations with improving their treasury management functions. Dan's current responsibilities pertain to the strategic direction of TreaSolution along with treasury best practices and treasury technology consulting.

In addition to treasury consulting, Dan is also teaches a post-graduate Certified Treasury Professional course at Northwestern University. 

 

Navigating the 2018 ACH Rules

This session will give a detailed review of 2018 ACH Rules changes from a financial professional’s viewpoint so that you can navigate compliance and understand the impacts to your product and services offerings, from your unique perspective. After a brief overview of the significance and importance of ACH Rules compliance, we will take a close-up look at two high-impact ACH Rules changes that took effect in 2018 – Same Day ACH Phase 3 and Third-Party Sender Registration, including the risks, benefits, and financial impacts of these Rule changes for financial institutions and companies.

Jennifer Kirk

VP, Industry & Government Relations
EPCOR
jenk@epcor.org

 



Jen Kirk is the VP of Industry Relations, for EPCOR. She has been with EPCOR since 2002, and has presented at several national conferences on subjects such as ACH risk, ACH enforcement, ACH relationships, government ACH payments, and preparing for the Accredited ACH Professional (AAP) exam. Jen has served as a member of the National ACH Association (NACHA) Rules and Operations Committee, Member Rules Review Panel, Electronic Check Council, and was co-chair of the National ACH Forum Education Committee. Jen obtained her AAP in 2003, and received an MBA from Ohio University in 2008.

 

Further Down the Road to 2020 - An Update on Faster Payments in the US

There has been a lot of progress since the conclusion of the Faster Payments Task Force and the launch of The Clearing House RTP in 2017.  This session will provide the latest information about faster payments initiatives in the US.  It will also cover what to expect in the coming year as the nation approaches the goal of ubiquitous reach for faster payments in 2020.

Steve Ledford

Sr. Vice President, Product & Strategy
The Clearing House
steve.ledford@theclearinghouse.org

 

 

Steve Ledford works with payments leaders on strategic issues facing financial institutions and
leads initiatives to address them, including RTP, The Clearing House real-time payments program.  Prior to joining The Clearing House, Mr. Ledford was a partner with Novantas, a financial services consulting firm. Before that he was a leader in McKinsey’s global payments practice, and was President of Global Concepts, a consulting and research firm specializing in payments and cash management.

Mr. Ledford is a graduate of Wofford College with a BA in Economics.

 
TM Automation - Do I Really Need a TMS??

TMS systems have become a key tool for many treasury operations, but a surprising number still survive on spreadsheets. This session will look at the benefits of treasury automation and specifically when a TMS should be used instead of or in addition to spreadsheets. We will also look at case studies of three companies who have answered the question in different ways. 

Mark Webster, CPA, CCM

Partner and Treasurer
Treasury Alliance Group LLC
mark.webster@treasuryalliance.com

 

 

Mr. Webster is a Partner and Treasurer in Treasury Alliance Group LLC, a consulting firm that specializes in Payments and Treasury Management.  He has over 35 years of experience in all areas of payments and treasury and risk management; and has worked with domestic and international clients in a wide variety of industries, including financial services, retail, insurance and government. The former head of the Treasury Management Consulting Practice at Coopers & Lybrand, Mark has led Bank Operations and Payments Consulting Practices as a partner at both PricewaterhouseCoopers and Capco. He has significant financial services industry experience, having worked for both regional and money center banks in a variety of roles including: CIO, Treasury Services Product Manager, and head of Payments Operations and Check Processing..

 

Upcoming FinTech Disruption…What's a Fact? What's a Fad?

Blockchain, Bitcoin, AI... Oh my! “The Upcoming Fintech Disruption” is a hybrid session that is comprised of two sections. First, Dan Carmody will introduce and define several Fintech technologies that are on the verge of materially changing corporate finance and banking. During the second half of this session, Dan will moderate a panel discussion with other Buckeye Finance Forum speakers (Mark Webster, Jen Kirk and Steve Ledford) to gain their insight into how Fintech will change corporate finance and, potentially, each of our career paths.
 

Daniel Carmody, CTP

Managing Director
TreaSolution
dan@treasolution.com

 

 

Daniel J. Carmody, CTP is the Executive Director of TreaSolution, a faculty member at Northwestern University and a Professional Public Speaker.

Since obtaining his Certified Treasury Professional certification (formerly the Certified Cash Manager) in 1998, Dan has been dedicated to assisting organizations with improving their treasury management functions. Dan's current responsibilities pertain to the strategic direction of TreaSolution along with treasury best practices and treasury technology consulting.

In addition to treasury consulting, Dan is also teaches a post-graduate Certified Treasury Professional course at Northwestern University. 

 
Integrated Payables

Presentation will define all aspects of Integrated Payables and discuss the benefits of using this solution.  Will also share best practices for corporate practitioners when implementing this service.

David Mussio

Vice President & Product Group Manager, Commercial Credit Card
Huntington Bank

 

 

 

Dave Mussio is the Commercial Credit Card Product Manager for Huntington National Bank. David has worked across various card products and projects during his tenure at Huntington, including prepaid, debit, consumer credit card, and commercial credit card.

David assisted in the launch of Huntington Bank’s virtual card payables platform, and managed the launch of Huntington's Integrated Payable solution that automates the payables process for businesses by moving more vendor payments to faster, electronic payment options.

David holds a BBA from Ohio University and an MBA from Grand Valley State University.

 

Invoice Automation

The presentation will be on TS Tech’s invoice automation Journey. I will cover some of the issues we encountered as well as how our automation is currently working today.

Steve Trentman

Corp. Accounting Section Manager
TS Tech Americas
steve.trentman@tstech.com

 

 

Steve Trentman is a Corporate Accounting Manager at TS Tech Americas. He has worked for TS Tech for the last seven years and oversaw the invoice automation implementation at TS Tech Americas and its subsidiaries. Steve has been an intricate part of TS Tech’s invoice automation software development and has spoken at several conferences and workshops about invoice automation throughout the years.

Steve attended Franklin University where he received a B.S in Accounting.

 

This is War: Cyber Criminals Have Battle Plans…Are You Ready?

Companies can help themselves avoid becoming victims of cyberfraud attacks by implementing proper validation and fraud control practices. Treasurers who join this session will hear the latest in cyber fraud schemes, learn best practices, and find out what to avoid to protect their businesses from cybercriminals.

Audience takeaways:

  • Fraud Prevention themes
  • Cyber Security best practices
  • Cash Management tools

Patrick McDonagh

Vice President
J.P. Morgan
Patrick.j.mcdonagh@jpmorgan.com

 

Patrick serves J.P. Morgan as a Treasury Officer covering corporate clients in the Midwest. He serves his clients as a thought leader through active market trend engagement. His time serving as a Lean Expert prior to banking allows him to see the changing payments space with fresh eyes. 

 

Closing Session

Connecting Ohio with the World

We’ll discuss how the airport impacts the local economy and what the future enhancements bring to our developing region.  What does our tomorrow look like and who benefits the most?

Randy Busch, CPA, CGMA, CIA

Chief Financial Officer
Columbus Regional Airport Authority
rbusch@columbusairports.com

 

Randy’s areas of direct responsibility with CRAA are vast and varied, but they include: strategic planning; staff development, business process improvements, airline negotiations, accounting and financial reporting, financial and feasibility planning, contracts and procurement, treasury management, debt issuance and compliance, grant compliance, business diversity, risk management, rating agency relationships, facilities management and planning, resource planning, contract administration, and internal and external audit reviews.

Randy joined CRAA’s predecessor, the Columbus Airport Authority, in 1992 and has had the privilege of working in a number of capacities during his tenure with the organization.  Prior to joining CRAA, Randy spent over six years in public accounting as an Audit Supervisor working with clients in government, not-for-profit, construction, insurance, real estate management, health care, manufacturing and other various businesses.
Randy received his undergraduate degree in Accounting from the University of Akron and has completed over 1,500 hours of continuing education since graduation.

Randy has been married to his wife Julie for 30 years and lives in Columbus near their two children who are at nearby colleges.  Randy is a competitive water-skier and enjoys staying fit to pursue this passion outside of work.

 

 

 

Special Thanks to all of our Sponsors

Association Management Software Powered by YourMembership  ::  Legal