Future-proof your treasury – a better way to measure TMS impact

Featured speaker

Craig Jeffery

Founder, Strategic Treasurer

Craig Jeffery formed Strategic Treasurer in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs. His twenty-five years of financial and treasury experience as a practitioner and as a consultant with various financial institutions have uniquely qualified him to help organizations craft realistic goals and achieve significant benefits quickly.

Mr. Jeffery was previously a Senior Vice President and Practice Leader for Wachovia Treasury & Financial Consulting from 2000 through 2004. Prior to joining Wachovia, Mr. Jeffery worked with a major regional bank as Vice President and worked in the Information Management, Investment, and Treasury Divisions at The Hartford. He is the author of a book for Treasury, The Strategic Treasurer: A Partnership for Corporate Growth, published July 2009 by John Wiley & Sons.

Host

John Nicholas

Research Director, Treasury Today Group

John Nicholas is Research Director at Treasury Today Group and has been with the company for nine years. Prior to joining Treasury Today Group he spent his career at HSBC in a variety of project, product management and marketing roles within global transaction banking.

Speakers

Philip Pettinato

Chief Executive Officer, ION Treasury

Philip Pettinato is Chief Executive Officer of ION Treasury with responsibility for managing several treasury product lines including IT2, Reval, City Financials, ITS, Treasura and Treasury Services.  Prior to this, he was Chief Technology Officer at Reval where he managed all of the research and development activities for the company. He has more than 25 years of experience in financial software and previously held positions at EXIS Consulting and JP Morgan.

Speakers

Jerald Seti

Vice President, Product Management, Openlink

Jerald Seti is the Financial Services Product Manager at Openlink Financial with over two decades of experience leading product line development and supporting global implementations, sales and go-to-market activities. Jerald currently manages Openlink’s product offerings which cover transaction lifecycle management and treasury solutions for corporates, banks and investment managers.

Mr. Seti holds an M.B.A. in Information Technology from Stern School of Business, New York University and a B.A. in Economics from Binghamton University.