Events

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Kate Polozie is a partner at Woods Oviatt Gilman and practice group leader for the Data Privacy, Data Security and AI Governance practice area. She works with organizations to design and implement AI Governance Plans that meet emerging regulatory requirements, ethical standards, and operational realities. Her approach ensures transparency, accountability, and risk management in AI-driven…  read more →

Program Registration : 11:15 AM-11:45AM Come early, it’s a great chance to network! Presentation and Q&A: 11:45 AM-12:45 PM Topic: Economic Update Speaker: Tim Quinlan, Managing Director & Senior Economist – Wells Fargo Corporate & Investment Banking Session Description:  The U.S. economy remains resilient in the face of growing headwinds. This discussion…  read more →

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Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pmTopic: Merchant Services & Payments Innovation Session Description: Businesses today face growing pressure to accelerate cash flow, reduce receivables friction, and keep up with evolving payment technologies. Instead of overhauling systems,…  read more →

Program Registration : 12:00 PM-1:00 PM Come early, it’s a great chance to network! Presentation and Q&A: 1:000 PM-2:00 PM Topic: 2025: Mind the Uncertainty Speaker: Shruti Mishra, US Economist – Bank of America Session Description: The US economy went into the elections with structural and cyclical tailwinds supporting its growth outlook. There is growing evidence that…  read more →

Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pm Topic: Future-Proof Your Treasury: How to Tackle Tech Skills Gap Speaker: Zach Stimler, Director of Partner Success – Trovata Session Description: The treasury function is evolving rapidly, but a significant skills gap is holding teams…  read more →

Program Registration : 12:00pm  Lunch Will Start At 12:15pm. Come early, it’s a great chance to network! Presentation and Q&A: 1:00pm – 2:30pm Topic: AI in the Financial Services Sector:  How does it affect you? Speakers: Katarina B. Polozie, CIPP/US, AIGP, Partner - Woods Oviatt Gilman LLP & Alyssa Frieling, CIPP/US - Woods Oviatt Gilman LLP…  read more →

Program Registration : 3:00 PM-3:30 PM Come early, it’s a great chance to network! Presentation and Q&A: 3:30 PM-4:30 PM Topic: Economic Update Speaker: Tim Quinlan, Managing Director & Senior Economist – Wells Fargo Corporate & Investment Banking Session Description: Over the past two years, the Federal Reserve has raised rates faster than at any point in the…  read more →

Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pmTopic: Innovation Equity in Digital PaymentsSpeakers: Sigi Portillo, Vice President, Receivables Product Manager – JPMorgan Chase & April Dunn, Director of Sales - Paymentus Session Description: This session will…  read more →

Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pm Topic: What Does Today’s Treasurer Need to Know About AI? Speaker: Zach Stimler, Head of Partner Success – Trovata Session Description: The introduction of ChatGPT has quickly transformed the world of work. Executives…  read more →

Program Registration : 12:00pm  Lunch Will Start At 12:15pm. Come early, it’s a great chance to network! Presentation and Q&A: 1:00pm – 2:00pm Topic: Sticking the Landing Speaker: Stephen Juneau, Vice President on the US Economic Research Team - Bank of America Session Description: In 2023, the economy defied almost everyone’s expectations -…  read more →

Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)   Presentation # 1: 1:00pm – 2:00pm Topic: Managing Liquidity Risk in the Year Ahead Speaker: Tom Severance, Head of Global Account Management and Sales – ICD  Session Description: Corporate cash levels have remained elevated with continuing concern over…  read more →

Program Registration : 12:00pm  Lunch Will Start At 12:15pm. Come early, it’s a great chance to network! Presentation and Q&A: 1:00pm – 2:00pm Topic: Economic Update Speaker: Stephen A. Rossi, Senior Vice President & Senior Equity Strategist – Canandaigua National Bank and Trust   Session Description: The presentation will…  read more →

Program Registration: 2:30pm-3pm EST Come early, it's a great chance to network! Presentation and Q&A: 3pm - 4pm EST Speaker: Shannon Seery, Lead Economist – Wells Fargo Corporate & Investment Banking Topic: Economic Update Session Description: Over the past two years, the Federal Reserve has raised rates faster than at any point in the past 40+ years. Some parts…  read more →

Registration and Lunch: 12pm-1pm EST Session # 1: 1pm - 2pm EST Speakers: David Barbee, Managing Director & Head of Business Development, Middle Market Financial Sponsors Group – JPMorgan Chase & Co and Ajit George, Executive Director, JPMorgan Private Bank Advice Lab – JPMorgan Chase & Co Topic: Business Transitions for Privately Held Companies Session…  read more →

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