Nebraska Association for Financial Professionals 

 

 


Annual Treasury & Finance Conference 

Thursday, September 16th, 2021 

8:15 a.m. - 4:50 p.m. CST 

Scott Conference Center 

From the current state of treasury, to what's coming in 2022, best practices, risk management, technology, and more, we’ll discuss everything you need for a successful career in Treasury Management.

If you are CPE, AAP, APRP, CTP, or FP&A certified, this is great way to obtain continuing education credits locally.



Conference Sessions


September 16th, 2021


7:45 a.m. - 8:15 a.m. 

Registration, Coffee and Networking


8:15 a.m. 

Kick Off

Laurel Egan Kenny, MBA, MSCM, CFMP

Founder and President of Turningpoint Communications



Laurel Egan Kenny, MBA, MSCM, CFMP, is Founder and President of Turningpoint Communications, a national treasury-management focused content marketing and education firm. Laurel helps her clients to sell their expertise, sell solutions to challenges and sell value propositions. Laurel founded Turningpoint in 2008 after 13 years’ building and leading marketing and business development initiatives ad teams for foreign exchange, capital markets, wealth and treasury management divisions at State Street Corporation and Santander Bank.

An industry champion and connector, Laurel is a multi-year, award-winning AFP Regional Officer and was past president and officer of the New England AFP, Director of the Dallas AFP before she brought her talents and experience in organizational strategy, marketing, membership, programming and sponsorship for the Detroit TMA and regional associations across the country.

Laurel presents nationally on treasury management, marketing and business topics.  She holds three degrees:  MBA, MSCM and BA from Simmons College, Boston, MA – and is currently enrolled in the Executive Leadership Program at Cornell University, in New York. Laurel holds the rare CFMP (certified financial marketing professional) designation from the American Banker’s Association.


8:25 a.m. - 9:15 a.m. 

Global Economy: Getting Back to Business and Normal

The impact of the Covid-19 Pandemic on the economy has had profound, unprecedented implications and will affect the global economy for some time. Our presenter will address regional, national and global economic impact on specific industries as a phased reopening of our country moves forward.

James Glassman, JPMorgan

Managing Director & Head Economist Commercial Banking



As managing director and head economist for Commercial Banking, James Glassman provides market insights to help clients better understand the changing economy and its impact on their business. Mr. Glassman also works closely with the firm’s Corporate Sector, including the Chief Investment Office and Investor Relations, as well as the Investment Bank and Government Relations groups, providing financial analysis and research. A publisher of independent research on the principal forces shaping the economy and financial markets, Mr. Glassman is regularly cited in the financial media, where he is also a frequent commentator on economic policy issues. Additionally, he is a long-standing participant in the widely followed Federal Reserve Bank of Philadelphia Survey of Professional Forecasters and the National Association of Business Economists’ panel of macro-economic forecasters. From 1979 through 1988, Mr. Glassman served as a senior economist in the Research & Statistics and Monetary Affairs departments at the Federal Reserve Board in Washington, D.C. His responsibilities ranged from analysis and forecasting of inflation and labor market developments, to analysis of the Federal Reserve’s operating strategies and interest rate markets, to the development of monetary and reserves projections. He joined Morgan Guaranty in 1988 and then Chemical Bank in 1993, which, through a combination of mergers, became JPMorgan Chase & Co. Mr. Glassman earned a bachelor’s degree from the University of Illinois, Champaign-Urbana and a master’s degree in Economics from the University of Illinois, Chicago. He was awarded a Ph.D. in Economics from Northwestern University



9:30 a.m. - 10:20 a.m. 

State of the Treasury and Finance 2021 to 2022

How is corporate treasury evolving and changing as a result of the challenges and opportunities presented in the last year? This webinar advises colleagues on treasury management leading practices and technology solutions. Presenter will discuss challenges, successes, and concerns of corporate treasurers as organizations emerge from the COVID-19 pandemic and face the road ahead.

Jeff Diorio, PMC Treasury

Managing Director


Jeff Diorio manages PMC’s Treasury technology advisory as part of the Treasury Solutions business, assisting clients in optimizing and automating their Treasury and Working Capital operations.

I bring 30 years of experience in both financial technology as well as global treasury operations to help PMC clients realize enhanced efficiency, control around liquidity, payments and financial risk mitigation. Specifically, Jeff served as Principal and MD of Corporate Treasury and Technology advisory – Novantas / Treasury Strategies. From 2008 to 2012, Jeff was Vice President Sales and Client Services for several financial services firms. And from 1991 to 2012, Jeff was Vice President Sales, Product and Client Services for Sungard Treasury Systems / Multinational Computer Models. When he is out of the office, Jeff  enjoys travel, the beach and music.


10:30 a.m. - 11:30 a.m. 

Economic Development Nebraska: Where We're Going?

Two local economic development stars will team up to discuss the regional economy and economic development across Nebraska and in Omaha, specifically. Presenters will address the companies that are invested in Nebraska’s future, what and how segments, companies and foreign investment is being targeted. 

Scott D. Moore, Union Pacific 

Senior Vice President-Corporate Relations and Chief Administrative Officer


Scott D. Moore is senior vice president-Corporate Relations and chief administrative officer for Union Pacific. He has companywide responsibility for internal and external communications, public affairs, media relations and all executive services. Moore serves as president of the Union Pacific Foundation.

Moore previously served as vice president – Public Affairs for Union Pacific’s nine-state western region. His responsibilities included state government relations, public partnerships, port affairs, community relations, and philanthropic programs across the nine-state region. Prior to that, he was assistant vice president and general manager – public partnerships. Moore joined Union Pacific as director – government affairs in 2000.

Prior to joining the railroad, Moore twice was elected Nebraska’s secretary of state, following eight years as a state senator from Nebraska’s 24th legislative district. His political career began when he was elected to Nebraska’s Unicameral Legislature in 1986.

Moore is a member of the Board of Directors for the National Association of Manufacturers, National Park Foundation’s National Council, GoRail and the Abraham Lincoln Library Foundation. He is President-elect for the Nebraska Chamber of Commerce and a member of the Board of Directors for the Greater Omaha Chamber of Commerce and Durham Museum.

A rural Nebraska native, Moore earned a BA in Political Science from the University of Nebraska. He is married to Danene J. Tushar.


Wallace (Todd) Johnson, Omaha Chamber

SVP, Economic Development



W. Todd Johnson is a cogent thought leader and community-growth professional proficient in organizational leadership, team building, workforce psychology and the science of strengths-based career development. He is past global channel leader of entrepreneurship and job creation at Gallup, and is current senior vice president of economic development at the Greater Omaha Chamber. In his duties as chamber SVP, Todd leads the Greater Omaha Chamber Economic Development Partnership, a seven-county, two-state collaborative that accounts for more than 44 percent of Nebraska’s population, and more than 60 percent of the state’s GDP.

Todd has lived, worked and traveled worldwide for more than 25 years. A graduate of Columbia University, Todd holds an M.Sc. from the London School of Economics. He has devoted decades to the global study of job creation; and, managed Gallup’s diverse, extensive Latin American operations for more than 10 years.

During his Gallup tenure, Todd led the acquisition teams for organizations in Spain and Brazil, resulting in exponential growth and increased corporate performance.

While Todd’s business acumen has helped assist countless organizations to foster employees who bring their “best selves” to work, it is his commitment to community for which he is most often celebrated, this includes a host of volunteer opportunities and board leadership. 

Todd has served Greater Nebraska through associations with Accelerate Nebraska, Aksarben Foundation, Creighton Prep, Creighton University, Blueprint Nebraska, Jesuit Academy, RISE and the UNO College of Business, among others.

An avid athlete and competitive distance runner, Todd has completed 25 marathons in 15 countries. He lives in Omaha with his wife Mary and three adult sons, Ed, Charlie and Sam.






September 16th, 2021


11:40 a.m. - 12:30 p.m. 

Supply Chain, Cash Flows & Foreign Exchange

Presenters will discuss supply chain and the role Union Pacific, specifically plays in moving product across the country and in importing / exporting. Best practices for associated cash flows, international payments, foreign exchange, trade financing will be discussed.

Scott D. Moore, Union Pacific 

Senior Vice President-Corporate Relations and Chief Administrative Officer


Mark Ridley, Cert ICM, DipFSM, CTP

Cofounder, Managing Director GreenShootsFX


Mark Ridley, Cert ICM, DipFSM, CTP; is Cofounder and Managing Director at GreenShootsFX, a Foreign Exchange global payments partner focused on providing a fresh approach to the international payment needs of businesses, banks & credit unions of all sizes. Mark’s mission is to improve FX pricing (pay less for imports, collect more on exports), improve tracking via streamlined and transparent payment chains, capitalize on currency accounts, forward trades, market orders to help hedge your FX risk and protect profit margins, support clients through dedicated client service and relationship management and leading-edge technology, integrity and expertise.

Mark brings over 25 years of treasury management and FX expertise to bear for his clients. Mark spent five years at BNY Mellon as Director - North America Regional Head of Sales & Relationship Management - Financial Institutions, where he led sales and relationship management, successfully managed and retained a high-performance RM team, created and executed a growth strategy, negotiated client contracts, and led the Fiserv WireXchange initiative with FX revenue plans in excess of $4MM within 3 years. Prior to BNYMellon, Mark served as Director - Head of Northern Europe, Cash Management Financial Institutions for Deutsche Bank in London for more than 7 years. At JPMorganChase, Mark served as VP, Senior Sales & Relationship Manager, Treasury Services for three years where he managed institutional relationships located in Nordic and Baltic Regions, for cash management & trade finance, before moving on to manage Corporate relationships located in UK, Nordic, and CEE, for cash & trade. Prior to JPMorganChase, Mark worked at Wells Fargo for 3 years in London where he managed correspondent banking services with 'bank' clients located in the Nordic and Baltic regions. He also successfully built the Baltic portfolio from scratch.

12:30 p.m. - 1:30 p.m. 


Lunch with Motivation and Inspiration from Athletes you know


1:35 p.m. - 2:35 p.m. 

Real-Time Payments: Update and Impact

Learn from those who built the Real Time Payments Network how it works, the benefits it brings over traditional payment networks, who is involved, how to get involved, and “real time” and real-life impact and implications of the network for businesses today.

Peter Davey, The Clearinghouse

Senior Vice President, Head of Product Innovation


Peter Davey leads payment innovation at The Clearing House where he is responsible for working with financial institutions and partners to foster new and innovative concepts that propel the payment industry forward. He has a deep understanding of the payments industry, including rules and regulations around all payments networks, payments systems and technologies, and how these systems work. Previous to The Clearing House, Peter was the Head of Payment Strategy Innovation & Industry at Capital One Financial Corporation. He provides thought leadership in many payment forums and speaking engagements across the industry and is a featured keynote speaker at many events. He has a bachelor’s degree in Business Management with a focus in Computer Science from Wheeling Jesuit University and is an Accredited ACH Professional (AAP).


Chris Ward, PNC

Executive Vice President and Head of Treasury Management Product Management and Operations


Chris Ward is Executive Vice President and Head of Treasury Management Product Management and Operations at PNC. An accomplished industry thought leader, Chris Ward has an established record of developing and executing on strategic business objectives. In his current role as the executive vice president and head of product management and delivery for the treasury management line of business at PNC, Ward is focused on continuous payments modernization and application of the latest technology to enhance the client experience and drive new business growth. He also brings his wealth of experience to The Clearing House, where he serves as Chairman of the Board.

Prior to joining PNC, Ward held a number of leadership positions at Capital One, including head of product management innovation and integration for the treasury management business. He led strategic product development and commercialization initiatives to drive revenue growth, ensure customer retention and enhance customer satisfaction.

His previous experience also includes 11 years at Wells Fargo. During his tenure, Ward served as senior vice president directing international strategy, payables and receivables and a broad range of strategic business initiatives. Other roles included senior vice president of product design and delivery and strategic technology consultant.

Ward earned a bachelor's degree in business administration, with a concentration in accounting and computer information systems, from Robert Morris University.

Lisa Lefler, US Bank

Vice President, Treasury Management Payables Consultant



As a Treasury Management Payments Consultant, Lisa is responsible for introducing cash management solutions to meet the unique needs of U.S. Bank clients. Lisa has 18 years of banking experience with U.S. Bank – the last 14 years of which include her current role in Treasury Management. In this role, Lisa supports both commercial and government relationships across Nebraska. Lisa holds a Bachelor of Science degree in Management and Finance from Southwest Minnesota State University. She has been a Nebraska Association for Financial Professionals’ board member for the past nine years.


2:50 p.m. - 3:50 p.m. 

From Analyst to CFO: Best Practices for Getting Ahead

From Treasury Analyst to Treasurer to CFO. A Nebraska AFP board moderator will ask treasury professionals from companies you know in the Omaha, Nebraska area about their career paths. Why they chose treasury and why they stayed, accomplishments, mentoring, greatest challenges, industry and roles, partnerships, goals, and legacies.


Gary Lebens, Valmont Industries, Inc. 

Senior Director of Treasury and Risk Management



Gary joined Valmont in 1992 as Funds Manager.  Initially his duties included daily calculation of the company’s cash position and related short-term borrowing and investing.  Two years later risk management responsibilities were added, and over the years he has had added responsibilities in Valmont’s long-term credit relationships and management of the company’s capital structure.

He has a Bachelor’s Degree with a specialization in Banking and Finance and an MBA, both from the University of Nebraska at Omaha.

Matt Diggle, Nebraska Furniture Mart

Treasury Manager



Matt Diggle began his career with Nebraska Furniture Mart in 1996 as a Cashier in the Omaha store.  Upon completion of his enlistment in the U.S. Marine Corps, he returned in 2003, holding roles in customer care, sales, and sales management.  In 2008 Matt joined the finance division as the Accounts Payable Manager and was promoted to Treasury Manager in 2014.


4:00 p.m. - 4:50 p.m. 

Branding U: Professional Branding

A national treasury management marketing, business development and relationship management leader presents the role of personal brands in helping financial professionals thrive. The presenter will discuss recent industry studies and must-have skills. She will also address how to create and manage one’s personal brand, how to capitalize on and promote one’s network, skills, experience, academic background and other credentials.

Laurel Egan Kenny, MBA, MSCM, CFMP

Founder and President of Turningpoint Communications


5:15 p.m. - 7:00 p.m. 

Cocktail Reception/Happy Hour


Approved for up to 7.6 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of 1 credit for each 50 minutes of attendance.


Approved for up to 5.4 FP&A recertification credits by the Association for Financial Professionals at the rate of 1 credit for each 50 minutes of attendance.

Approved for up to 7.0 CPE recertification credits by the NE Board of Public Accountancy.

Approved for up to 3.2 AAP renewal credits by NACHA.

Approved for up to 3.2 APRP renewal credits by NACHA.

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