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The Resource for the Global Finance Profession



Aneesh Chopra
Co-founder and Executive Vice President
Hunch Analytics
Former U.S. Chief Technology Officer

Aneesh Chopra is the former (and first) U.S. Chief Technology Officer. As an Assistant to the President, he designed the National Wireless Initiative, helped launch Startup America and executed an "open innovation" strategy across the government built on private sector collaboration—opening up data, convening on standards and staffing "lean government startups." In his book, Innovative State: How New Technologies can Transform Government, he focuses on how we can tap entrepreneurial problem solvers to address challenges in health, energy and education markets among other public and regulated sectors.

Chopra is currently the co-founder and executive vice president of Hunch Analytics, a startup focused on improving the productivity of public and regulated sectors of the economy through data analytics.

Opening Up While Locking Down: Maximizing the Value of Data
During his tenure as the first Chief Technology Officer for the United States, Aneesh Chopra developed an "open innovation" strategy that tapped citizen expertise to make government more responsive to private sector demands and key technology trends. Along with the economic benefits of open innovation, Chopra understood the importance of protecting sensitive data from cybercriminals. Drawing on his experiences, Chopra shares how to find the ideal balance between openness and security in this informative and thought-provoking presentation.




Lu Ann Katz
Managing Director, Head of Global Liquidity

Lu Ann Katz is head of Global Liquidity for Invesco Fixed Income. She is responsible for directing the management of liquidity products sold worldwide, which includes a comprehensive range of money market products and segregated mandates. Katz leads a team of investment professionals who are responsible for the management of portfolios and implementation of risk management processes. She earned a BS degree in education and an MBA in finance from the University of Wisconsin-Madison. Katz also has served on the National Advisory Council of the US Small Business Administration in Washington, D.C., as a nominee of President George H.W. Bush.

Global Cash Management: Investment Alternatives
It has become painful to manage and invest cash in the global economy with US short rates near zero and Eurozone bank deposits having a negative return. This requires knowledge, diligence and an even better cash forecasting process. Complicating this are the looming Money Market Fund regulatory changes both in the U.S. and Europe. Given this low yielding and unpredictable environment what are the alternatives for investing both in the U.S. and Europe. Hear about new and potentially newer investment products and what factors you need to consider in your investment strategy.



Technologies in Today's Treasury

How have new technologies such as workstations, SWIFT, the cloud been integrated into Treasury, and how has that changed the work? Hear from treasurers from different industries as they delve into some of their developments and what opportunities and challenges that presents.


Craig Martin
Executive Director
Corporate Treasurers Council


Brad Vollmer
Gilead Sciences

Kristin Walle, CTP
Vice President, Global Money Movement & Compliance
ADP, Inc.

Matthew Skurbe
Treasurer & Managing Director



Capital Investment: A Portfolio Approach

As the economy picks up and companies look to make capital expenditures, how does one gauge those transactions with the cash on the balance sheet and giving investors the right return? What is the proper balance to capital structure and capital allocation? And how should you look at capital deployment on a total portfolio approach?


Alex Wittenberg
Executive Director, Global Risk Center
Marsh & McLennan Companies


Michael Mroz
BP America

Ursula Hurley
Assistant Treasurer
JetBlue Airways Corporation 

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