| Date | May 20, 2026 12:00 pm - 6:00 pm |
|---|---|
| Speaker | Wells Fargo |
| Sponsor | Trovata |
| Location | Locust Hill Country Club |
Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)
Presentation # 1: 1:00pm – 2:00pm
Topic: The AI-Ready Treasury: Data Lakes, Agents, and MCP
Session Description:Treasury has quietly become one of the most data-rich functions in the enterprise. Every bank transaction, every payment, every liquidity event flows through treasury first — which means treasury is also first in line for the biggest shift in finance since the move to the cloud: the arrival of agentic AI. The problem is that most treasury data still lives in bank portals, spreadsheets, and point-to-point integrations that were never designed for AI. Before agents can help, the data has to be structured, normalized, governed, and reachable. That is the job of a treasury data lake, and it is the single most consequential architectural decision the function will make this decade.
Speaker: Reggie Baker, Senior Sales Director
Speaker Bio: Reggie Baker has nearly a decade's experience consulting with Enterprises, SMBs, and Public entities in various capacities (AI/ML, Cloud MP GTM, etc.). He joined Trovata in July of 2023 as a Sales Director and is responsible for helping Trovata customers build and navigate roadmaps to attain their unique objectives.
Break: 2:00pm - 2:15pm
Presentation # 2: 2:15pm – 3:15pm
Topic: Unmasking the Digital Shadows: Navigating Today’s Cyber Landscape
Session Description: In today's digital landscape, staying ahead of cyber threats is crucial. “Unmasking the Digital Shadows: Navigating Today’s Cyber Landscape” will help you understand the cyber threat landscape, including the “League of Cyber Villains” and the anatomy of common attacks. You’ll also learn best practices to safeguard your organization and assets – empowering a security-smart culture for everyone.
Speaker: Lisa Beury-Russo, Senior Cyber Engagement Lead – Wells Fargo
Speaker Bio: Lisa joined Wells Fargo in 2025 with more than 20 years of experience in cybersecurity and emergency preparedness across the public and private sectors.
In her current role within Cyber Client Advisory, Lisa supports the cybersecurity needs of Wells Fargo clients and customers by helping them navigate the evolving cyber threat landscape through industry best practices. By leveraging Wells Fargo cyber capabilities, the Cyber Client Advisory team strives to inform and enable Wells Fargo clients and customers to mitigate the growing cyber risk.
Lisa frequently speaks on cybersecurity topics at industry and government conferences, expert exchanges, and media interviews. She has been quoted in publications such as the Wall Street Journal, Federal News Network, and Government Matters.
Prior to joining Wells Fargo, Lisa was a senior leader at the U.S. Cybersecurity and Infrastructure Security Agency (CISA), where she managed nationwide programs to strengthen the security and resilience of government and industry partners. Her work included leading global cyber exercises and spearheading public-private collaboration to improve incident response plans and procedures. Lisa holds a Master’s Degree in International Security and is a Certified Information Systems Security Professional (CISSP).
Break: 3:15pm - 3:30pm
Presentation # 3: 3:30pm – 4:30pm
Topic: Economic Update
Session Description: In this segment, Tim Quinlan, Managing Director and Senior Economist for Wells Fargo Corporate & Investment Banking, will unpack our latest thinking in terms of what to expect from the Federal Reserve and what that means for the broader national economy.
Speaker: Tim Quinlan, Managing Director & Senior Economist – Wells Fargo Corporate & Investment Banking
Speaker Bio: Tim is a Managing Director and Senior Economist with Wells Fargo Corporate and Investment Banking. Based in Charlotte, North Carolina, he provides analysis on U.S. and major foreign economies. Tim’s work has been published in academic economic journals and his comments on the economy regularly appear in The Wall Street Journal, The New York Times, and USA Today. He is also a frequent guest on Bloomberg TV, CNBC and National Public Radio.
Tim is a member of the National Association for Business Economics and the Canadian Association for Business Economics. Tim has a B.A. from Siena College in Albany, New York.
Reception: 4:30pm - 6:00pm
