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Keynotes and General Sessions



Monday, May 23


Technology and Innovation: A Look at the Global Business Landscape 
Innovation is driving business to a large degree, especially in the tech industry. What are some of the trends? And technology is enabling today's finance organizations to operate globally from a central location, or act centrally from a regional structure. Square is growing at 45% a year, and along with that comes many challenges and risks. Hear from the head of Square Capital about their key challenges, risks, and opportunities.

Jackie Reses
Capital Lead

Jackie Reses oversees Square Capital, the small business lending operation of Square. Prior to Square, Jackie was the Chief Development Officer for Yahoo, where she focused on developing revenue and product partnerships, strategic acquisitions and significant corporate transactions, as well as the operational and people transformation of Yahoo. Jackie was also on the Board of Directors of Alibaba Group, China’s largest online and mobile commerce company, where she co-chaired the audit committee and managed strategic M&A and financial services transactions. Jackie sits on the advisory board of the Federal Reserve Bank of San Francisco and the Board of Directors of the Wharton School. She was named one of Crain's New York Business' "Most Influential Women," and one of Dealmaker magazine's "Dealmakers of the Year."


Setting a Global Payments Strategy
Changes in payments are happening at a very rapid pace. Banks are practically being disintermediated in the space by the disruptors through mobile, bitcoin (blockchain) and other alternatives. Proposals have begun to be disseminated from the Fed Faster Payments Task Force and NACHA’s same-day ACH is poised to go into effect in September of 2016. In the card world, Chip and Pin (or signature) rollout has been taking place in the U.S. The question is: what is your payments strategy for your business?

Steve Mott
Chief Executive Officer


Gavin Waugh, CTP
The Wendy’s Company

Jackie Reses
Capital Lead

Dave Kretz
Head of Global Payments
Bank of America Merrill Lynch


An Insider’s View into the Global Financial Markets 
BlackRock has $4.6 trillion of assets under management covering all asset classes and invested around the world. Hear directly from the person sitting at the top of the trading operation for all that. There’s no doubt he and his traders see just about all the flows in the financial markets. So what is it all saying about where the markets are today and where they might be headed in the future? What are some of the risks inherent in the system?


Richie Prager
Managing Director
Head of the Trading, Liquidity and Investments Platform


Richard Prager, Managing Director, is head of the Trading, Liquidity and Investments Platform (T&P) group and serves as Chairman of the Americas Executive Committee and as a member of the Global Operating Committee. He is responsible for overseeing the firm's Global Trading functions, the Cash and Securities Lending businesses, as well as Product Strategy, and Business Management across the Investments Platform.


The Energy Project: Reinventing the Workplace 
In today’s knowledge-driven economy, the best measure of productivity is no longer how much time people invest. Rather, it’s how much energy they bring to whatever hours they work - and the value of the work they produce as a consequence. The challenge for employers is to free, fuel, and inspire their employees to bring more of their potential to work every day. Participate in this workshop to gain first-hand knowledge about how to better increase your team’s potential.

Laurie Coe
Vice President, Faculty and Content
The Energy Project

Prior to joining The Energy Project, Laurie started her own consulting practice, where she worked with a diverse portfolio of clients. Before starting her own practice, Laurie held management and executive positions in sales and human resources at LifeScan, a Johnson and Johnson company. For twelve years she led teams that designed and implemented employee, organizational, leadership and sales development programs. Prior to LifeScan, she was with US Sprint, training and developing their US sales force during a period of great change in telecommunications.

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Tuesday, May 24


Long-term Access to Global Liquidity 
The financial crisis has taught us that liquidity risks are the greatest risks of all in terms of bankrupting a company. But most companies do not have a robust enough understanding of their risk of a funding shortfall. Treasury needs to understand where the company needs funds and where it has funds.

Tom Hunt, CTP
Director of Treasury Services


Anita Prasad
General Manager, Treasury Capital Management

Mack Makode
Assistant Treasurer
Mylan Pharmaceuticals

Richard Lane
Senior Vice President
Moody's Investors Service, Inc.


Future Outlook: Highlights from Reuters Breakingviews “Predictions 2016: Stairway to Heaven, Highway to Hell” 
It’s the end of the world as we know it – or at least as we’ve known it in recent memory. Breakingviews’ Global Editor and Chief, Rob Cox, discusses relevant predictions for 2016 and how they are playing out 5 months into the year. In a waning era of money for nothing, corporates with strong balance sheets may welcome change, while for others, danger is sure to lie ahead. A frequent contributor to the Wall Street Journal, Newsweek, and MSNBC, Cox leads a fast-paced discussion on the global investment outlook and what corporates should expect in the coming months.

Rob Cox
Global Editor in Chief
Reuters Breakingviews

Rob Cox help found in 2000 in London. From 2004 he spearheaded the publication’s expansion in the United State and edited daily Breakingviews columns in the New York Times and Wall Street Journal. Rob has worked as a financial journalist in London, Milan, New York, Washington DC, Chicago and Tokyo. Rob was named editor in chief of Breakingviews in 2012, three years after it was acquired by Thomson Reuters. Rob is a frequent contributor to MSNBC and has written opinion pieces on a variety of subjects for the Wall Street Journal, Newsweek, USA Today and other publications. Rob graduated from Columbia University’s Journalism School and the University of Vermont.

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