| Date | Sep 24, 2025 12:00 pm - 6:30 pm |
|---|---|
| Sponsor | JPMorgan Chase & Co. |
| Location | Casa Larga Vineyards |
Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)
Opening Remarks: 12:50 PM – 1:00 PM
Presentation # 1: 1:00pm – 2:00pm
Topic: Emotional Intelligence for Leaders
Speakers:Marco Oliverio, Leadership Development Consultant- Advance Partners
Session Description: How often do you look inward and take an honest look on how you show up with people? This session will focus on emotional intelligence, helping you to manage emotions, communicate effectively, and build stronger relationships. The exercises will help uncover opportunities for growth and offer practical tools to improve leadership abilities.
Break: 2:00pm - 2:15pm
Presentation # 2: 2:15pm – 3:15pm
Topic: Using Virtual Accounts to Unlock Strategic Treasury Capabilities
Speaker: Mone’ Ross, Vice President of Cyber Assessments & Exercises– JPMorgan Chase
Session Description: In today’s rapidly evolving digital landscape, cybersecurity is not just a technical challenge—it’s a strategic imperative. This interactive session immerses participants in the role of decision-makers, guiding a company through real-world cybersecurity scenarios. Attendees will collaborate in small groups, confronting threats, evaluating risks, and choosing best practices that shape the company’s future. Each decision will lead to different outcomes, highlighting the impact of proactive security measures, incident response strategies, and organizational culture on overall resilience. Whether you’re a seasoned professional or new to cybersecurity, this session will deepen your understanding of key concepts and empower you to make informed choices that protect your organization.
Break: 3:15pm - 3:30pm
Presentation # 3: 3:30pm – 4:30pm
Topic: Cash Flow Intelligence
Speaker: Parin Patel, Senior Product Manager – Liquidity & Accounts Solutions
Session Description: In this session, we’ll explore how cash flow forecasting tools can be utilized to support financial planning and decision-making. We’ll look at how historical data can be used to generate forecasts through machine learning, and how these insights can help users better understand and manage their cash flow.
Reception: 4:30pm - 6:30pm
