Session 05

• Matt Martin, Global Treasury Technology Manager - JLL
• Hubert Sy, Senior Manager - Actualize Consulting
• Yash Patel, Manager - Actualize Consulting

Tuesday, April 14th
9:45am - 10:45am
San Saba 2

Session Description

A case study of a real-world, integrated solution for those focused especially on streamlining operations and improving visibility across systems. Learn how this closed-loop automation is exactly what many treasury teams are aiming to achieve.

Session Outcomes

This session will provide a real value to walk through how the end to end payment processes and TMS was designed and implemented.

Learning Objectives

Participants will learn how payments originate from various ERPs and flow into a TMS. How payment workflow approvals work globally and to various banking partners. And how to integrate with ERPs.

Speaker Information

Matt Martin oversees JLL's global treasury technology infrastructure, driving digital transformation initiatives that enhance operational efficiency and financial controls across the company's worldwide operations.

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Hubert Sy provides expertise is in cash forecasting, FX management, payments, bank reconciliation, intercompany loans, and financial modeling. He has strong knowledge of financial instruments, such as FX, GL mapping, and accounting methods.

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Yash Patel provides expertise in Treasury Management System Implementations with expertise in payments and connectivity.

• Nancy McDonnell, Managing Director, Head of Treasury Solutions - Texas Capital
• Nasreen Quibbria, Senior Vice President - PNC Bank
• Carlos Conde, Partner - Elire
• Craig Jeffrey, Managing Partner - Strategic Treasurer

Tuesday, April 14th
9:45am - 10:45am
San Saba 3

Session Description

Stablecoins are moving from concept to reality, offering speed, transparency and cost efficiency without the volatility of traditional crypto. For treasury teams, they represent a new frontier in payment innovation – yet, for many treasury professionals, the practical application of stablecoins remains unclear.

Join Texas Capital’s Head of Treasury and leading practitioners for an interactive roundtable on leveraging stablecoins in real-world payment environments. We’ll go beyond the buzz and explore why organizations are evaluating stablecoins, how they complement existing payment rails and what operational, regulatory and liquidity considerations matter most. Expect insights on settlement speed, risk mitigation and integration with ERP and treasury systems.

This is not a theoretical conversation – it’s a practical dialogue designed to help treasury leaders understand what’s possible today and what’s on the horizon. Whether you’re curious about digital assets or actively shaping your payment strategy, you’ll leave with actionable takeaways, practical frameworks and a clearer view of stablecoins’ promise.

Session Outcomes

Participants will leave this roundtable with a clear understanding of how stablecoins can transform payment workflows and what it takes to implement them successfully.

Key takeaways include:

• Strategic Insights: Why treasury teams are exploring stablecoins and how they fit into broader digital payment strategies
• Practical Frameworks: Steps to evaluate readiness, manage liquidity and integrate stablecoins with ERP and treasury systems
• Risk and Compliance: How to navigate regulatory considerations and mitigate operational risks

This session equips treasury and finance professionals with actionable strategies to assess stablecoin adoption, drive efficiency and position their organizations for the next wave of payment innovation.

Learning Objectives

• Understand the fundamentals of stablecoins and their role in modern payment ecosystems
• Explore key operational, regulatory and security considerations for integrating stablecoins into treasury workflows
• Identify strategic benefits and potential risks to help shape a forward-looking digital payment strategy

Speaker Information

• Bob Stark, Global Head of Market Strategy - Kyriba
• Morty Mandel, Vice President, CTO - Bray International, Inc.
• Valerio Trinchi, Treasury Practice Leader - RSM

Tuesday, April 14th
9:45am - 10:45am
Escondido 1

Session Description

Treasury teams are being asked to do more with less while maintaining strong controls and audit readiness. This session shares a practical blueprint for modern treasury automation that reduces manual work, eliminates swivel-chair processes, and accelerates daily cash operations through standardized connectivity, exception-based workflows, and policy-driven controls.

Speaker Information

Bob Stark is the Global Head of Enablement at Kyriba and has been a product and go-to-market financial technology leader for 25 years and works directly with clients, partners, and industry influencers to ensure Kyriba is at the forefront of financial technology. He has empowered finance leaders at some of the world’s largest companies, and is a frequent speaker and author on treasury, risk management, and payments.

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Morty Mandel is Vice President and Director of Finance at Bray International, Inc., a global leader in flow control solutions, and has been a treasury and finance leader for 30 years. With an M.B.A. from Rice University and a B.B.A. from Texas A&M University, he oversees the company's global treasury, tax, credit facility, and risk management functions. Throughout his two-decade career at Bray, Morty has held various leadership roles including Corporate Controller and CIO, driving innovation in financial strategy, ERP systems, and M&A. He is a recognized expert in treasury technology implementation and a frequent voice in the treasury community on leveraging modern systems to achieve measurable financial outcomes.

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Valerio Trinchi leads Treasury Global Services at RSM US LLP, with over 25 years of international treasury experience. He has worked with Fortune 200 companies, in Big 4 consulting, and for a treasury technology vendor. His focus is on process automation and using technology to improve efficiency and data quality.

• Matthew Bramson, Vice President, Sales  - Trovata, Inc.
• Blake Treves, Managing Director and Head of LINK Product and GlobalLINK Payments - State Street
• Peter Salvatore, Vice President of Sales and Support at BestX - State Street

Tuesday, April 14th
9:45am - 10:45am
Escondido 2

Session Description

Treasury practitioners are under pressure to move money faster, cheaper and more transparently across borders. This session is essential for treasury practitioners because it highlights the importance of cross-border payments and addresses challenges of managing complex workflows that can lead to inefficiencies and higher error rates. Traditionally, limited visibility into FX pricing, fee schedules and payment statuses, make it difficult to ensure transparency and control. Practitioners will gain insights on how a well-designed payments process provides clarity in these areas along with clear audit trails for compliance and operational oversight. In the past, executing best execution mandates required painstaking manual calculations, but modern workflows integrate with TCA systems to substantiate value statements to partners seamlessly. Whether your goal is to improve liquidity management, reduce transaction costs, or enhance control over global cash flows, this session will provide actionable insights to help treasury practitioners modernize their cross-border payment strategy.

Session Outcomes

Participants will discover how intentionally designed workflows can enhance liquidity management, reduce manual intervention, operational inefficiencies, and support long term business goals.

Learning Objectives

Participants will learn how to improve visibility into FX pricing, fee schedules, and payment status while ensuring regulatory compliance. Understand how to simplify best execution mandates and strengthen value by integrating with TCA systems.

Speaker Information

Matt Bramson brings 20 years of multi-vertical tech expertise across the entire customer lifecycle—spanning sales engineering, opportunity execution, and value delivery. Most recently, he led global sales at Manta Data Lineage, acquired by IBM in 2023. Prior, Matt was VP of Sales at Narrative Science, an AI Natural Language innovator acquired by Salesforce in 2021. Matt utilizes his technical acumen and leadership experience to optimize organizations with both enterprise and channel go-to-market strategies. Outside of work, Matt enjoys spending time with his family, coaching youth sports, live-music and the Chicago Cubs.

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Blake Treves is a Managing Director and Head of LINK Product and GlobalLINK Payments at State Street. He has over 10 years of experience making him a proven innovator across multi-asset electronic trading, data, interoperability and product strategy focusing on the cash and payments space. He’s also a highly rated speaker and facilitator known for making complex topics accessible and engaging. He holds a Bachelor of Science from Northeastern University in Computer Science and Finance.

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Pete Salvatore serves as Vice President of Sales and Support at BestX (State Street), where he is responsible for clients and prospects across North America. Before joining BestX, he spent five years at ITG/Virtu Financial as a TCA Relationship Manager. Earlier in his career, Pete worked in foreign exchange at BNP Paribas on the Prime Brokerage desk and at HSBC in operations and settlements.

• Justin Ellerman, Executive Director, Cyber Human Defense - Wells Fargo
• Brian Neilson, Executive Director, Global Payments & Liquidity - Wells Fargo

Tuesday, April 14th
9:45am - 10:45am
Escondido 3

Session Description

Practitioner Only Session – Sponsored by Wells Fargo

Treasury management is evolving from a back-office function to a strategic enabler of real-time enterprise transformation. This session will explore next-generation trends—including digital-first customer experiences, AI-driven analytics, and automation through RPA/ML—that are reshaping liquidity management and operational efficiency. Attendees will gain practical insights into how treasury can navigate sustained rate environments, support enterprise agility, and deliver value in an era of rapid technological change.

 

 

Speaker Information

• Lauren Hewings, Senior Director, Working Capital Vertical Development, Visa

Tuesday, April 14th
9:45am - 10:45am
Davis 1

Session Description

Speaker Information

• Kevin Fuselier, Senior Talent Development Leader Consultant - BOK Financial

Tuesday, April 14th
9:45am - 10:45am
Davis 2

Session Description

In the spirit of the World Cup, this session draws parallels between elite athletes and high-performing finance professionals—both driven by clear goals, strategic execution, and continuous development. Treasury and Finance leaders must not only manage complex financial landscapes but also invest in their own growth and the development of their teams. This presentation will explore how to set meaningful professional goals, build a culture of accountability, and align personal development with organizational success.

Session Outcomes

• Translating strategic business objectives into personal and team goals
• Building a goal-oriented mindset in Treasury and Finance
• Leveraging mentorship, feedback, and career pathways for growth
• Measuring progress and celebrating wins—big and small

Learning Objectives

• A framework for setting and tracking professional goals in a dynamic industry
• Inspiration to lead with purpose and empower others to grow
• Practical strategies to align individual development with broader business impact

Speaker Information

Kevin Fuselier works in the Talent and Organizational Development group at BOK Financial. He joined the company in May of 2021. Kevin has a master’s in organizational dynamics from the University of Oklahoma-Tulsa. He has over 20 years of experience in Learning and Development. In his current role his primary focus is employee development strategy. He also teaches numerous boot camps, works closely with the director of Diversity and Inclusion on educational efforts, and supports leadership development programs. Kevin lives in Tulsa with his wife Teresa. He is involved in the local community in several different ways, he is active in his church, volunteers for non-profit organizations, and is a Commissioner for the Tulsa Civil Service Commission.

• Sam Jacob, Managing Director, Global Liquidity Product - BNY
• Christine Alogozzini, Head of Client Operations - Dreyfus
• Patrick Martinez, Vice President | Digital Assets Global Banking and Markets - Goldman Sachs

Tuesday, April 14th
9:45am - 10:45am
Texoma 1

Session Description

As Treasury teams navigate a turbulent interest rate environment, evolving regulatory demands and complex collateral requirements, digital innovation is reshaping institutional cash management. BNY will introduce its tokenized MMF solution developed through a collaborative initiative with market participants. Acting as the tokenization manager on a secure distributed‐ledger platform, BNY manages the minting and burning of digital fund tokens to mirror underlying fund shares. This fully integrated solution empowers treasury teams to subscribe, redeem, and custody tokenized MMF shares from multiple fund partners via a single digital platform, LiquidityDirect. With the future goal of enhancing transferability and expanding eligible collateral uses, whether for margin requirements, secured financing, or instant liquidity, tokenized MMFs have the potential to help mitigate funding risk and reduce reliance on traditional redemption cycles. Attendees will gain an understanding of the operational architecture underpinning tokenized MMFs, insights into practical use cases and integration strategies for treasury systems.

Session Key Points:

• Introduction to Tokenized MMFs & Distributed Ledger Technology
• Outline and Discuss Strategic Collaborations/Partnerships
• Showcase Potential Future Functionality, Including the Possibility of Tokenized MMFs Mobility and Expanded Utility.
• Discuss Ongoing Evolution – Frame Forward Looking Vision
• Share Potential Corporate Client Journeys
• Q&A

Participants will learn:

• Discover a proven, scalable tokenization model for money market funds and explore how legacy treasury operations connect to emerging digital‐asset frameworks
• Review BNY’s distributed‐ledger solution for recording MMF holdings and transactions, emphasizing real-time auditability and robust data integrity
• Discuss potential future use cases including unlocking efficiencies, transparency, and liquidity across the lifecycle, from token issuance and redemption to collateral

Speaker Information

• Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
• Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications

Tuesday, April 14th
9:45am - 10:45am
Davis 3

Session Description

• Chapter 16: Enterprise Risk Management
• Chapter 17: Financial Risk Management

Speaker Information

D.J. Masson, Ph.D., is President of The Treasury Academy, a training and consulting firm specializing in treasury management, international finance, business forecasting, and risk management. Over the past 25 years, D.J. has provided business and financial consulting and training services to a wide variety of corporations, financial institutions, and not-for-profit organizations in the U.S., Canada, and abroad. He is currently an Associate Clinical Professor of Finance at Indiana University’s Kelly School of Business and is a trainer and curriculum developer for programs with Association for Financial Professionals (AFP), GT News and Association of Corporate Treasurers (ACT) in the U.K, and Citibank’s Global Transactions Services unit. D.J. has extensive experience in developing curriculum for a wide range of teaching and training environments, both residential and on-line. He has developed classes and taught at all levels of higher education: undergraduate, MBA, Executive MBA, and in-house, custom-designed courses. D.J. has worked with professional associations to develop workshop, training materials, and certification programs in the areas of Treasury Management, Credit Management, Global Cash Management, Financial Forecasting, Commercial Banking, and Risk Management. D. J.’s educational background includes a B.A. in Business from the University of New Orleans and an MBA and Ph.D. in Finance from Indiana University. D.J. earned his Certified Cash Manager (CCM/CTP) credential in 1988. D.J. also earned the Cert ICM, an international cash management certification, from the Association of Corporate Treasurers (ACT) in the UK in 1999.

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Ray Vines brings 30 years of corporate treasury experience (and honesty) to bear for Turningpoint Communications’ treasury management sales trainees, customers, customers’ clients and other key constituents as the “voice of the client” for programs, documentation and high-touch client experiences. Ray is also an instructor for the Association for Financial Professionals’ (AFP) Certified Treasury Professional (CTP), Treasury Learning System instructor-led courses, educating hundreds of prospective CTP candidates each spring and fall for Rice University and the University of Texas. Formerly, Ray served as Director of Treasury for Dean Foods in Dallas for seven years, where he was responsible for leading treasury operations and his team, managing internal and external relationships and continuous process improvement. Prior to Dean Foods, Ray spent 20 years at RadioShack as Director of Treasury Operations. Ray is an active participant in enhancing the role of treasury management as an industry and career through his participation on industry roundtables and his leadership of the Dallas AFP, including his role as past president of the . Ray co-chaired the award-winning TEXPO conference in Dallas in 2018, leading all technological, marketing and communications aspects of the conference and is a key member of the content team for #DallasTEXPO2023. Ray holds a B.S. in Finance and MS in Accounting from the University of Texas and is a Certified Treasury Professional (CTP). Ray is also a WSET Level 3 Advanced (Wine & Spirits Education Trust) Wine and Spirits Certified instructor, and customizes courses in wine/spirits etiquette for financial audiences and executives.