AFP-IN 2008 Conference Speakers

Speaker Bios

Jack Ablin
Harris Bank

Jack Ablin is a chief spokesperson for Harris Private Bank. His expertise is sought after by major media including Barron’s, CNBC’s “Squawk Box,” USA Today, CNBC’s “Closing Bell” and The Wall Street Journal.

Mr. Ablin is Senior Vice President and Chief Investment Officer of Harris Private Bank. He is responsible for establishing investment policy and strategy within the Personal Investment Management Group of the Private Bank. Mr. Ablin also serves on the Asset Allocation Committee, which determines the strategy for investment portfolios for Harris Private Bank. Mr. Ablin joined Harris in 2001 and has more than 20 years of experience in financial services.

Mr. Ablin earned a bachelor’s degree from Vassar College, New York, where he graduated with honors with an AB in Mathematics and Computer Science. Mr. Ablin received an MBA with honors and graduated cum laude from Boston University, Massachusetts, and is a member of the Beta Kappa Sigma honors society. He holds the Chartered Financial Analyst (CFA) designation.

Mr. Ablin makes his home in Chicago, where he is a member of the Association of Investment Management and Research (AIMR) and the Chicago Financial Analysts Society.

Bill Barker, CTP
RBS

Bill Barker is Vice President and Team Leader of Cash Management Sales for Charter One, Illinois & Indiana, a subsidiary of Citizens Financial Group, member of The Royal Bank of Scotland Group.

Barker joined Charter One in February 2005 with 14 years of banking experience in the Chicago area. Barker brings a commitment to customer service and desire to grow Charter One Bank’s commercial business. Barker is responsible for business development and relationship management of cash management solutions. Understanding the needs of clients, applying the most effective solutions, and delivering on-going high touch customer service have been the cornerstone of Barker’s success.

Barker began his banking career with American National Bank and held various positions of increasing responsibility in operations and treasury management with American National, Bank One and JP Morgan Chase. Barker received a Bachelor of Science Degree in Economics from Northern Illinois University and is a Certified Treasury Professional by the Association of Financial Professionals.

Barker has been a featured speaker at the AFP-Indiana Circle City Treasury Conference and served on the Corporate Banking Vice Chairman’s Advisory Group from July 2006 through December 2007.

He lives in Chicago with his wife.

Clay Barrett
Old National Bank

Clay is the Cash Management Product Manager for Old National Bank. In his current role, responsibilities include product research, development, and implementation for Cash Management products and services. With over 9 years of banking experience in bank operations, product, and sales, Clay has worked on projects including Remote Capture, Online Banking, ACH, Credit Card, ATM and CRM implementations. He is an Accredited ACH Professional (AAP), Certified Treasury Professional (CTP), and the co-chair of the Mid-America Payments Exchange (MPX) Education Committee.

Clay is a board member of the Santa Clothes Club, a non-profit organization dedicated to providing new clothing for needy youngsters in the IN-KY-IL area. His greatest joy is spending every available moment with his wife Amy and 16-month old son Dylan.

Peter Bradley, AVP
Bank of America

Kurt Briggs
WellPoint

Kurt Briggs is Manager of Cash Management at WellPoint, Inc. He received an MBA in Finance from Western Michigan University in 1994 and has worked in the Finance/Treasury arena at both First of America Bank (National City) and CMS Energy. Kurt received a CCM/CTP certification in June 2000.

Jim Brunnquell
Phoenix-Hecht

Prior to joining Phoenix-Hecht in 2007, Jim was with Mellon Bank and RBS-Citizens Bank for 34 years. At Mellon, he held positions as a Middle Market Relationship Manager, a manager in Business Banking, Middle Market Banking, and Credit Policy; as well as a treasury salesperson in Mellon’s Global Cash Management group. Jim was also a senior treasury salesperson at RBS-Citizens Bank. Jim has been a CTP since 1997 and has a B.A. in Economics from Gettysburg College.

M. Angella Castille
Baker & Daniels LLP

Colen Cromer
National City Bank

Colen Cromer is a senior product manager with National City managing the commercial credit card product. His responsibilities include the planning, development, implementation, rollout and oversight of National City's commercial credit card programs and reporting solutions. Colen has more than 20 years of experience in the financial services industry and has worked in sales, training, retail banking, project management and systems analysis. Colen joined National City through the merger with Provident Bank of Ohio. Colen managed National City's rollout of a stored-value debit card solution for its corporate customers in August 2004. He also managed the development of National City's healthcare benefit stored-value debit card. He is a Certified Treasury Professional (CTP). Colen is a graduate of the University of Cincinnati with a bachelor's degree in Business Administration.

Colleen Cullinan, PMP
Praxis Learning Networks

Colleen’s background covers project management in a number of different industries including: banking, mining, aviation, real estate and state government. Her experience spans over 25 years in a variety of different roles including program manager, project manager, business continuity manager and technical lead.

Colleen is a certified Project Management Professional (PMP) by the Project Management Institute (PMI). She has taught project management classes for private industry clients, PMI chapter events and Indiana University Purdue University at Indianapolis (IUPUI).

She has been an active member of the PMI - Central Indiana Chapter (PMI-CIC), serving on the education and outreach committees. She has also served on the PMI-CIC Board of Directors.

Colleen holds a B.S. degree from Indiana University in Finance and with a minor in Economics.

John Fitzpatrick
Fifth Third Bank

Julie Goonewardene
Purdue University

Julie Goonewardene is an experienced entrepreneur who is currently leading Purdue University's new venture formation effort. She holds a joint appointment with Purdue's Discovery Park and the Purdue Research Foundation targeting University generated innovations in nano-technology, life sciences, and energy. Prior to joining Purdue she co-founded and served as the President and CEO of Cantilever Technologies, a venture backed software company which she sold in 2004 to i360. Cantilever’s customers included Fortune 500 companies such as Cummins, Brunswick and Lockheed Martin. Prior to Cantilever Julie was President of SSG, a boutique-consulting firm and cofounder of Technology Solutions (TSC). TSC went IPO three years after inception. She is the co-author of “The Right Decision for the Right Reason” and a guest lecturer at Purdue University’s Krannert School of Management. Ms. Goonewardene is a member of The Economic Club of Chicago, The Chicago Finance Exchange, and the Advisory Board - Purdue Convocations. She is also a Trustee of Springboard Enterprises, a national nonprofit venture catalyst.

Ernie Humphrey
AFP

Ernie Humphrey is currently the Director of Treasury Services for the Association for Financial Professionals and serves as a Director for the Corporate Treasurers Council. Ernie has extensive experience in the areas of international cash management, global insurance, and pension accounting. Ernie has a BS and MS in Economics both from Purdue University. He has authored published articles on global cash management, acquisition integrations, payroll cards, and positive pay services in addition to various articles dealing with professional development.

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Margaret Jordan, CTP
Wells Fargo Bank

Margaret R. (Maggie) Jordan is a Vice President with Wells Fargo’s Treasury Management Group. Maggie has over 16 years of Treasury Management experience in operations and sales and joined Wells Fargo in October 2006. Her consultative sales efforts focus on large and middle market corporate companies primarily in the Midwest. Maggie has a particular expertise in working with multi-bank relationships, the healthcare industry, not for profit organizations and orchestrating the transition of integrated services from other financial institutions to Wells Fargo.

Ms. Jordan attended IUPUI in Indianapolis, Indiana, majoring in Accounting and German. She began her career in the financial services industry specializing in mutual fund investments and transitioned to banking in 1992.

Maggie is a Certified Treasury Professional (CTP), a member of the Association for Financial Professionals (AFP), and the Association for Financial Professionals of Indiana (AFPI). She is on the board of At Your Service Homecare and an active member of Meridian Kessler Neighborhood Association.

Thomas M. Kolimago, CFA
BlackRock

Thomas M. Kolimago, CFA, Managing Director and Portfolio Manager of BlackRock's Cash Management Group. He is the lead portfolio manager for TempFund, one of the largest and the first constant-dollar money market fund dedicated to institutional investors.

Prior to managing TempFund, Mr. Kolimago managed several prime portfolios. He joined BlackRock in 1988 as a municipal bond analyst.

Mr. Kolimago earned a BS degree in financial management from St. Joseph's University in 1987 and an MBA from Villanova University in 1992, where he was the recipient of the "Excellence in the Study of Business at the Master Level" award.

Mark Krawczyk
CZYK & Associates

Mark has over twenty-five years of management experience spanning two centuries in banking, corporate finance, treasury operations and human resources. Mark is the principal and owner of his own firm, CZYK & Associates. Through his company, Mark provides consulting, training and professional speaking services to clients around the country. Through numerous writings, lectures, seminars and speaking engagements, Mark brings a unique, insightful and, many times, humorous perspective to contemporary issues facing higher education and corporate America today.

Mark is a CTP (Certified Treasury Professional), has twice served on the Board of Directors of the Association for Financial Professionals (AFP), and has been a faculty member for the Graduate School of Banking at LSU in Baton Rouge for over ten years. He is actively sought as an entertaining and informative conference keynote speaker and as a knowledgeable practitioner (some might even say an expert) on treasury management, financial operations, change management and certification issues across the country.

Mark received both his undergraduate degree and MBA from Oklahoma State University.

Tom Meier
Equis Consulting

Tom Meier is a human resource consultant with more than 20 years experience in the areas of organizational and employee development. His areas of expertise include career management, leadership development, personality assessment, and organizational change. As a former regional career center manager within the financial services industry, Tom successfully coordinated outplacement services for several national downsizing initiatives. Tom’s client service background has ranged from workshop facilitation for large groups to providing individualized career management services for executive, management, and staff level employees.

Tom holds a B.S.W. degree from Indiana University. He is a qualified administer of the Strong Interest Inventory, the Myers- Briggs Type Indicator (MBTI) and has received certification as a Career and Job Transition Coach through the Career Planning and Adult Development Network. In addition, Tom is qualified to deliver Lominger “Career Architect” products and Personnel Decisions International “Profilor” 360 degree feedback instrument.

Industries he as served include insurance, banking, healthcare, manufacturing, service, academia, and not-for-profits. Clients Tom has served internally as an H.R. staff member or externally as a consultant, include; JP Morgan Chase, Farm Bureau Insurance, Lincoln National Insurance, Swiss ReInsurance, Trimedx Healthcare Equipment Services, Trader.com, Butler University, Eli Lilly and Company, Hewlett Packard, and Sallie Mae.

Dr. Suzanne Miller CISA, CISM, CHS-III, QSA-PCI
The Compliance and Audit Group

Dr. Suzanne Miller is a recognized expert in information assurance and security with more than 25 years of experience. She has provided regulatory compliance advisory and consulting services for public companies, state and local governments, and over 1900 healthcare providers. Her clients include such organizations as International Paper, University of Florida- Shands Hospital, Ferrari of Central Florida, City of New Orleans, United States Coast Guard and Hard Rock International. As the President of TurboPCI, a division of the Compliance and Audit Group, she is responsible for providing cost effective PCI compliance solutions for small to medium sized merchants.

She is a Certified Information Security Manager (CISM), Certified Information Systems Auditor (CISA), Certified Performance Technologist (CPT), Certified Level III in Homeland Security and a Certified Security Auditor (QSA) for the PCI Data Security Council.

Megan Minich
Wells Fargo Bank

Megan Minich is a Senior Vice President with Wells Fargo's Wholesale Internet and Treasury Solutions Group in San Francisco. She and her team are responsible for the strategy and execution of all projects that focus on the CEO Channels, including the CEO Portal, the CEO Mobile® service, all customer messaging initiatives and authentication and security across all channels.

Megan joined Wells Fargo in 2000. Prior to her current role, she led the mobile technology team and was responsible for developing the new mobile customer channel, defining how this new channel should be integrated into other customer delivery channels and ensuring a consistent, best-in-class approach to mobile and wireless technologies. Earlier roles have included leading the lockbox product management team and defining the future strategy of the Wholesale and Retail lockbox products, identifying new initiatives to better serve target customer segments, and overseeing all Lockbox initiatives; working in the online strategy and planning group; managing the design and implementation of an Internet-based workflow and document management solution; and serving as marketing manager for a B2B marketplace financial product.

Before coming to Wells Fargo, Megan spent four years with Accenture in New York City. She received her MBA from the Haas School of Business at UC Berkeley, and her undergraduate degree in Economics from Princeton University.

Scott Montigelli
Kyriba

Scott Montigelli is Vice President of Kyriba Corporation with responsibilities for business development and market strategy. He has over fifteen years of experience in treasury operations assessments, best practices, treasury systems implementation, capital markets, and project management. Prior to Kyriba, Scott managed a Treasury Advisory practice at Deloitte & Touche where he specialized in assessing risk management issues and controls facing corporate treasuries and assisted clients in readiness for Sarbanes-Oxley compliance. Scott received a BSBA in Finance from Villanova University, is a Certified Treasury Professional (CTP) and an active member of the Association of Financial Professionals.

Judson Murchie
Aite Group

Judson Murchie is an analyst with Aite Group, LLC. He specializes in corporate cash and liquidity management, treasury technology and commercial cards. Prior to joining Aite Group, Mr. Murchie was a senior consultant with Treasury Strategies, Inc. He is a CTP and received a B.A. in philosophy from Bethel College in St. Paul, MN.

Bill Murphy, PFS, ABV, CVA
INCPAS

Education: Butler University, Graduated 1973 with honors. Admitted to practice as a Certified Public Accountant in the state of Indiana on December 7, 1977. Qualified as a Personal Financial Specialist, an Accredited Business Valuator, and a Certified Valuation Analyst.

Career Background: Mr. Murphy is presently a consulting principal in Murphy, McClary, Stover & Burnett, LLC, which was formed July 1, 2007. The firm emphasizes providing tax and financial services to corporations and professional practices in the state of Indiana. In addition to being a Certified Public Accountant, Mr. Murphy is Accredited in Business Valuation (ABV – Certificate #3064). Mr. Murphy is also a Personal Financial Specialist (PFS – Certificate # 30191) presented by the American Institute of Certified Public Accountants in March 2003. Mr. Murphy holds the designation of Certified Valuation Analyst (CVA) awarded by the National Association of Certified Valuation Analysts in January 1995. Mr. Murphy is a member of the Institute of Business Appraisers, Inc. and was admitted to membership on May 15, 1993. In addition to these organizations, Mr. Murphy has appeared as an expert witness in numerous cases involving marital and business disputes and has lectured extensively on valuation and tax issues for the National Business Institute, Professional Education Systems, Inc., Indiana Continuing Legal Education Forum, Indiana CPA Society, American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts, as well as for other local continuing educational programs. He served as the Chairman of the Ethics Committee for the Indiana CPA Society and now serves as their advisor. Mr. Murphy is a Registered Representative with NASD Series 6 and Series 7 Registration and holds an Insurance License.

Prior to Mr. Murphy's merger with Murphy, McClary, Stover & Burnett, LLC, he was owner of the firm Murphy & Company, P.C. Mr. Murphy was the former Director of Entrepreneurial and Tax Services and was the majority shareholder. Mr. Murphy was a former director with the Indiana Attorney General's Office. He has been a lecturer on the accounting faculty at the University of Indianapolis and Marian College, which are located in Indianapolis, Indiana. Mr. Murphy has been appointed to and currently serves on the Butler University Board of Visitors for the School of Business. Mr. Murphy has been associated with both local and national CPA firms with involvement and specialization in taxation, auditing, and small business development.

Greg Opper, AVP
Bank of America

Dan Perkins
Crowe Chizek

Dan has over 30 years in the field of treasury management, including corporate treasury at Fiat and Pfizer in the US and Europe and leadership roles in treasury at Chase, Arthur Andersen, and PricewaterhouseCoopers. He is a preferred advisor to corporate treasurers on both domestic and global treasury topics:

Foreign exchange and interest rate hedging strategy, controls and reporting
Global Banking structure
Commodity risk hedging strategy, controls and reporting
Start-up of treasury department for a growth or restructured company
Selection and implementation of treasury workstations
Outsourcing and insourcing of treasury functions

Dan has worked with a diverse mix of clients to minimize the cost and risk associated with working capital, derivatives, and project funding:

Developed the FAS 133 hedging compliant documentation for numerous companies to receive hedge accounting benefits consistent with SEC and external audit requirements
Helped a number of corporations, including a large health care company select the treasury workstation for its newly formed treasury group after a spin-off.
Advised the CFO, treasurer and internal auditor of major hospital chain on economic and accounting ideas to provide improvements in its disclosure and treasury operations.
Performed many internal audit and SOx projects on the treasury workstations and SOx procedures of multiple corporations.

Christian Philips, CISSP
Regulus Group

Mr. Philips has over 18 years of experience in information technology and information security. He has held both technical and leadership positions in information technology, application development, infrastructure design, and security architecture at organizations of diverse sizes and industries.

Christian has extensive experience in information security auditing and security policy formation and implementation. His goal on most projects has been in matching the business needs of the organization with the requirements of information security and regulatory bodies. It is his experience-based and strongly-held opinion that information security is ultimately a human problem.

Kristen Ritchie
RBS

Kristen Ritchie is Senior Vice President & the Regional Director of Cash Management Sales for Charter One Bank. Kristen first joined Citizens Bank in 2002 as Vice President and Team Leader for the Massachusetts Cash Management sales team. Prior to her appointment at Citizens Bank, she spent the majority of her career in Chicago with American National Bank, now part of JP Morgan Chase Corporation, and most recently with Northern Trust Bank of Chicago.

In late 2004, Kristen moved back to Chicago to become the Regional Sales Manager for Cash Management in the Midwest for Charter One Bank shortly following the Citizens Bank acquisition of Charter One, starting up their 4-state regional corporate cash management team. The team now has over 20 people within sales and support, and continues to grow.

Kristen is an active member of the Association for Financial Professionals (AFP) and earned her Certified Treasury Professional (CTP) accreditation in 1996. She has maintained this certification through leading many presentations and training courses at client and industry conferences, both on the regional and national level. She received her B.A. from Miami University in Ohio. Kristen has held positions of leadership in the community as well, having recently served on the Board of Directors for the Treasury Management Association of New England (TMANE,) Treasurer for the Miami University Alumni Association New England chapter, and was active within Big Sister Association of Boston.

Currently Kristen is active within City Year – Chicago, where she is an active Board Member and member of the Development Committee. She lives in Chicago, where she participates in running marathons, having run the Chicago Marathon in 2004, 2005, and 2007, the Dublin, Ireland Marathon in 2006, and plans to run either Chicago or NYC later in 2008.

Craig S. “Sandy” Saxer, CPA, CCM
PNC Bank, A Member of The PNC Financial Services Group

Craig S. “Sandy” Saxer is Senior Vice President of Sales Development for PNC Bank.

Mr. Saxer has spent most of his 38-year career as a treasury professional and consultant to corporate treasuries. In his current assignment, he is responsible for sales opportunity development and treasury management’s strategic development focus on working capital services for clients and prospects.

Mr. Saxer graduated from Haverford College in 1969, with a B.A. in Economics, and is a Certified Public Accountant in the State of Pennsylvania. He also holds a permanent Certified Cash Manger (CCM) designation from the Association of Financial Professionals (AFP). He is a frequent speaker at AFP, Keenan-Flagler School of UNC and various regional treasury, accounting and credit associations. During 2008, he has spoken at AFP regional sessions, in addition to the MTMA, St. Louis AFP and NYTMA. Mr. Saxer has authored several articles: “EDI: Data and Payments Issues”, Journal of Cash Management; “Advanced Cash Management Measurement techniques”, Corporate Cash Flow Magazine; “Improving Quality of Bank Relationships” and the TMA Journal.

Mark Strawmyer
Crowe Chizek and Company LLC

Mark Strawmyer is an executive in the performance group with the Indianapolis office of Crowe Chizek and Company LLC. He specializes in architecture, design and development of Microsoft-based solutions. Strawmyer has been named a Microsoft Most Valuable Professional (MVP).

Jeff Tyrrell
RBS

Jeff Tyrrell is currently responsible for assisting Clients of RBS Citizens N.A., a wholly owned subsidiary of RBS Group since 1988, with their banking needs around the world. Using both RBS and associated Banks, he works with customer to understand their needs and goals in order to put forward tailored solutions to address these requirements. Areas covered in addition to the establishment of overseas accounts include control, liquidity, investment, risk which will incorporate currency exposure as well as the ability to move funds electronically.

Prior to joining RBS Citizens N.A., Jeff worked in London, UK. His initial banking roles were with NatWest (RBS) in London where he obtained a structured background covering both domestic and international banking. He then moved to NatWest USA in London to assist UK & European Clients with banking needs in America which he continued to undertake following their developments with Fleet (Bank of America). Prior to moving to Plymouth Meeting, PA in October 2005, he worked for RBS and assisting their clients who required US Corporate banking service.

Whilst with NatWest he obtained his Banking Diploma in 1989. His qualification covering International Cash Management was achieved in 2003.

Living in Berwyn, PA, he is married with one daughter.

Angela Weigold
Wells Fargo Bank

Angela Weigold is a Senior Vice President and Group Product Manager in the Wholesale Internet and Treasury Solutions group of Wells Fargo. She heads a Product Management team that is responsible for the product development and delivery of nationwide cash vault, and commercial depository services in Wells Fargo stores and ATMs. She is also responsible for Investment and Credit Sweep Services. She has over 18 years experience in the banking industry and 13 years in Treasury Management.

Sandra Williams
Regulus Group

Sandra P. Williams, Senior Managing Director, is responsible for Regulus’ BPO Division that offers clients a consultative service about alternative solutions for non-core processes such as back office transaction processing, financial and accounting services, and knowledge services. Ms. Williams brings extensive expertise in marketing, market research, product management, consultative sales and relationship management to this strategic division.

Sandra has been with Regulus since 1998, holding various senior management positions from head of sales to directing the entire relationship management division. In her most recent role as a Client Partner, Ms. Williams was responsible for a portfolio of premier clients with revenues reaching $60 million plus. A frequent author, Sandra has been published in many of the industries top journals and publications.

Ms. Williams attended both the University of South Carolina and Meredith College in business administration. She received her Executive MBA from Kenan-Flagler Business School at the University of North Carolina, Chapel Hill.

Carrie Yakola
Wells Fargo

Carrie Yakola is a Regional Sales Manager with the International Treasury Management Sales Team. She joined Wells Fargo in February 2003 from ABN AMRO where she spent 10 years within International Cash Management in product, marketing and sales roles. She has worked on the following industry initiatives in her career: the introduction of the euro & euro clearing, Continuous Linked Settlement & Global Transaction Services. She currently manages a team of 10 sales specialists who consult with corporate and FI's in the US. Carrie graduated from the Colorado College with a B.A. in German and International Studies. She has her MBA from Northwestern's Kellogg School of Management. Carrie is fluent in German and Dutch.

AFP-IN ~ 116 S. Madison St, Suite A, Bloomington, IN 47404 ~ 812.339.6072 ~ Fax 812.339.0138 ~ info@afp-in.org