Speakers

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Rashmi Airan
Rashmi Airan's mission is to share the need for ethical vigilance and to inspire you to make good ethical choices in all areas of your life. Rashmi is fighting to create a culture of conversation and bring ethical issues in business to light, to promote integrity, to enhance commitment to fiduciary duty, to build ethical leadership, and to shift the paradigm of ethics standards through ethics training.

Rashmi Airan, a first generation immigrant of Indian parents and the oldest of three daughters, was raised with high expectations to achieve. She had both professional and personal pressures. In addition to being a mother of two, Rashmi graduated with honors from Columbia Law School. After working for several major corporations, she launched an independent law practice in Miami, Florida. During the housing boom, she was recruited to work with a local real- estate developer who later engaged in questionable business practices. Rashmi's drive to succeed financially and provide for her children, among other factors, led her to make many bad decisions allowing the bank fraud to continue. She chose not to question her client's behavior and ignored her inner voice. Her involvement resulted in Rashmi losing her bar license, serving six months in federal prison, a $19 M restitution judgment, required community service hours, and 3 years supervised release.

Rashmi is now a public speaker, sharing her story to illustrate the ethical perils that can result from a drive to succeed and the blind spots created. She speaks on the multitude of factors that influenced her decision- making, the ethics standards of a fiduciary, the consequences for breaching such a duty, the imperatives of an effective compliance program, embedding ethical vigilance into corporate culture, overcoming adversity and more. She mines her vast legal and business expertise and tells her powerful story to deliver game- changing messages to universities, law firms, corporations, global multi- nationals, and trade associations. Rashmi redefines what it means to be successful and the need for ethical vigilance in an American culture where success is often obtained by any means necessary.

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Barbara Baldwin
Barbara Baldwin is a Regional Vice President at Comdata. She leads the Corporate Payments Division for the South Central Region. Barbara has spent the greater part of the past 14 years focused on delivering value to Mid and Large market organizations by focusing on improving process, driving cost savings, leveraging technology to solve complex Accounts Payable workflows. She is passionate about the impact she brings to the human capital aspect in the Corporate Payments arena. It’s all about the people.
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Edward Johnson

With more than 20 years of financial technology and strategic consulting experience, Edward leads a team of treasury management professionals, serving clients across various industries. His additional focus is developing and maintaining strategic relationships with top clients, bridging solutions from the innovation group and helping map the customer journey.

Edward joined Wells Fargo as part of the Technology, Media and Telecom Group, under Payments, Virtual Solutions and Innovation, in 2017. As a senior consultant with that group he managed a portfolio of major global accounts, including industry leaders in ecommerce retail, family media and entertainment, consumer technology solutions, online auctions, and more. Edward has championed the launch, and assessment, of innovative solutions, including real-time payment solutions, APIs, AI, DLT, and IoT.

Prior to joining Wells Fargo, Edward worked at Amazon where he directed strategy to improve sales positioning for enterprise-level ecommerce clients, partnering with colleagues across Amazon to structure proposals that incorporated a variety of solutions and services for the client. Edward assessed customer needs and defined value propositions for each account based on relationships across the company, ensuring proposals featured the full portfolio of solutions required by the client such as Amazon Payments, Amazon Marketplace, Amazon Media Group, Amazon Fashion, and Alexa AI. Before joining Amazon, Edward served several years, in various treasury leadership roles for Bank of America across the United States, specializing in paradigm-shifting payments solutions.

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Everette Glass
Everette Glass joined PNC in July 2019 and has 20-plus years’ experience strategically advising clients about legacy payment platforms and innovative, emerging platforms like Zelle, RTP, APIs, AI and blockchain. He’s focused on helping clients learn how to use these burgeoning platforms to develop a more modern treasury approach.

Everette has presented at several industry events, including Houston Treasury Management Association, Central Association of College and University Business Officers and Carolinas Cash Adventure.

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Jeffrey Kravetz

As a Regional Investment Director, Jeff helps individuals and families work toward their unique financial goals. Additionally, he is responsible for oversight of investment management activities within the West Region and works closely with market leaders in business development. He also serves at the national level as a member of both the Investment Management Executive Committee and the Investment Strategy Group, where he contributes to both building our investment solutions platform and managing the asset allocation process.

Jeff has more than 25 years of experience in the investment industry. Prior to joining U.S. Bank Private Wealth Management, he served at JPMorgan Private Bank, where he was responsible for the management of more than $600 million in investment assets. Previously, he held increasingly responsible positions at Northern Trust Bank, Arthur Andersen Financial Advisors and Chase Private Banking. Beyond his experience as a portfolio manager, Jeff has directed the manager due diligence process, performed risk analytics and participated in Treasury management operations.

A frequent public speaker, Jeff regularly serves as a senior investment spokesperson at client functions, media events and during national calls. He is often quoted in interviews with national media outlets, including The Associated Press, CNBC, The Wall Street Journaland U.S. News & World Report.

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Robert Lambert
Robert is a Certified Treasury Professional with over twenty years of corporate treasury experience. He recently joined Micron, the 5th largest semiconductor company in the world, in March 2018 as Assistant Treasurer where he is responsible for overseeing financial risk management, investment strategy and global cash management for the company. Robert’s top priorities include automating cash management processes, optimizing investment returns and mitigating financial risk at its source. Prior to Micron, he spent 15 years working at Coca-Cola European Partners, formally Coca-Cola Enterprises, with progressing responsibilities culminating in being the Assistant Treasurer overseeing capital structure and financial risk management.
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Lynn Martin

Lynn Martin is a Senior Vice President in Global Information Security (GIS) at Bank of America. As part of the Cyber Client Engagement (CCE) team of GIS, she’s responsible for GIS external client engagements, and is focused on Bank of America Cyber Security Awareness and Education for all Bank of America lines of business. She works in conjunction with the Business Information Security Officers (BISO) to drive client focused engagements.

Previously, Lynn has served in several key roles across GIS including Sr. Business Information Security Officer, and Sr. Information Security Manager of Application Vulnerability Remediation and Access Control Testing.

Her career at Bank of America spans over 27 years and includes extensive roles throughout Global Technology & Operations. She is Six Sigma Green Belt certified, and an active member of The Executive Women’s Forum, Women Executives of Charlotte, the Charlotte chapter of Women in Technology & Operations (WITO) and Leadership Charlotte.

Lynn resides in Charlotte, NC with her family of rescued dogs.

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Larson McNeil
Larson is a payments, banking and treasury leader with extensive experience in global banking, business development, relationship management and operations management. Larson specializes in leading teams, overcoming payments /treasury challenges, and building long-term, mutually beneficial relationships. He has experience in corporate transaction banking, including treasury management, trade finance, foreign exchange, employee benefits, cash management, international banking and cash management.
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Karl Schamotta
Karl leads Cambridge’s currency research group, focused on analyzing shifts in the world economy and creating strategies that help businesses harness market volatility. He has built risk management and trading programs for hundreds of major corporations, and is a regular contributor to a number of international finance publications. He regularly appears in the Wall Street Journal, Bloomberg, Reuters, BNN, CNN and CNBC. You can follow him at @vsualst on Twitter.
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Candace Wenzel

Candace Wenzel is a Director and Global Solutions Sales Manager within Treasury and Trade Solution’s technology sector. Her role is to lead key global client relationships within the Institutional Clients Group. She rejoined Citibank in May 2015 from Royal Bank of Scotland where she was the West Coast TMT Sector Team Lead in their International Cash Management group. Prior to that Candace was at HSBC where she focused on developing relationships with large multinational corporate clients and global banking clients on their Payments and Cash Management team. She has been in banking since 1988, beginning her career in retail bank marketing and product management before moving to corporate banking in 1999.

Candace has always been active in the local treasury community, first in the Bay Area where she was the Planning Chair of the San Francisco Treasury Symposium for 5 years and served on the Speaker’s Committee for 5 years prior to that. Since moving to the Seattle area in 2018, Candace has been involved in the planning of the NW (Treasury) Summit.

Candace graduated with a Bachelor of Science in Marketing from California State University in Sacramento and holds an MBA in International Marketing from the University of San Francisco. Her certifications include a Certified Treasury Professional (CTP) from Association for Financial Professionals, since 2003, and a Certificate in International Cash Management (CertICM) from the Association of Corporate Treasurers, London, since 2012.

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TR Wooster
T.R. Wooster is a Senior Treasury Manager at Hitachi Vantara LLC, a $3.4 billion subsidiary of Hitachi Ltd. He is responsible for overseeing daily banking activity, direct and indirect cash flow forecasting activities and treasury operations. He and his team also work on risk management activities, global liquidity management and treasury projects.

T.R. has worked in treasury at HP, Agilent, Veritas, Symantec and Stanford University. He holds a BA in Economics from Pomona College and a Masters of International Management from Thunderbird.

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Allen Gracey
Allen Gracey has held several positions in financial services and is currently serving as Vice President of the MidAtlantic District for Comdata. Prior to the current role, Allen was a frequent President’s Club/Chairman’s Club member, representing the Northeast for Comdata Corporate Payments. Before joining Comdata, Allen was Vice President and Corporate Controller for Synaxis Group. Mr. Gracey has earned his CPA designation and holds an MBA from Auburn University. Allen enjoys golf, running and time spent with his family, “Team Gracey”.
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Tiane Soulatha

Tiane has been with U.S. Bank for 42 years. Previous roles with the company were as Operations Officer and Branch Manager in retail branch management as well as Relationship Manager for correspondent banking. Tiane has been in Government Banking for the last 21 years. Tiane has overall responsibility for coordinating the delivery and quality of services and providing contacts with specific expertise for Oregon municipalities.

Tiane completed her undergraduate degrees in Finance and Economics at the University of Hawaii and holds an MBA from Portland State University. Tiane is a Certified Treasury Professional.

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Robin Carpenter
Robin volunteers with the Northwest Summit for Financial Professionals, Portland Audubon, and the Master Recycler community. In 2020, she received Portland Audubon’s Mamie Campbell award for volunteer service to the Wildlife Care Center and as steward for Portland Audubon’s sustainability efforts. Robin spent 23 years in foreign exchange sales to large corporations with US Bank and Royal Bank of Canada, and 8 years in corporate treasury and pension investments with Nike and General Mills. She is a Chartered Financial Analyst and a Certified Treasury Professional. Robin’s MBA in International Finance and Japanese is from the Thunderbird School of Global Management.
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Mindi Andres
Mindi Andres, CTP, Vice President and Tax Reporting Manager, WaFd Bank: Mindi has been in banking for 24 year. Previous roles include Treasury Management Sales, Commercial Product Manager, and Accounting Manager. Mindi spent several years working directly with Commercial Online platforms and Merchant Services. Mindi completed her undergraduate degrees in Communications and Business Administration at Washington State University and holds an MBA from Southern Oregon University. Mindi has been a Certified Treasury Professional since 2006 and is currently the Chair of the Northwest Summit for Financial Professionals.
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Tara Walsh
Tara Walsh has over 13 years in finance and treasury experience and has spent the last 5 years of her career as a Treasury Consultant with Wells Fargo. Prior to joining Wells, she spent 10 years at HSBC covering the Tech, Media, and Telecom sector. Tara is passionate about treasury management and enjoys helping her clients build successful and sustainable treasury infrastructures. In her free time, she enjoys traveling (Pre-Covid) with her husband and running after her two children.
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Darcy Peart
Darcy Peart has worked in the banking industry for over 15 years in various roles. Starting her career as a teller laid a strong foundation upon which Darcy was able to build and transition into the exciting world of Treasury Management. Over the years, Darcy has worked with a wide array of clients from very small businesses to large multinational corporates and everything in between. In her current role at Bank of the West, Darcy covers the National Banking Group in the Pacific Northwest and the Equipment Finance Division nationwide.
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