Featured speakers

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  Bruce Edlund

  Senior Director, Assistant Treasurer, Citrix Systems, Inc.

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  Bruce Edlund

  Senior Director, Assistant Treasurer, Citrix Systems, Inc.

  June 9

  • 12:00pm -12:45pm
    What open banking and APIs are now really doing for treasury

  Bruce Edlund is Senior Director, Assistant Treasurer at Citrix Systems, Inc. based in Fort Lauderdale, Florida. Mr. Edlund manages a global team of four who are responsible for cash and liquidity management, investments, cash flow and balance sheet hedging, bank relationships and stock buyback. Mr. Edlund has over 14 years of treasury experience as Assistant Treasurer at DIRECTV Latin America, Senior Corporate Treasury Manager at Citrix, Director of Global Cash Management at Walmart Stores, Inc. and returning to Citrix in 2014. His experience in very different-sized companies in different industries has given Mr. Edlund a wealth of experience into different ways of tackling treasury’s challenges. Prior to corporate treasury, Mr. Edlund worked for five years in investment banking in Latin America, primarily at Bank of America. Mr. Edlund has a MBA from Thunderbird School of Global Management where he maintains ties and has been a regular guest judge for their FORAD finance competition. He also has B.A. degrees in Economics and French from California State University, Sacramento. After studying, living and/or working in France, Switzerland, Belgium, Spain and South America, Mr. Edlund speaks French and Spanish. With his work in Latin America along with living in South Florida for 13 years, he is conversant in Spanish.

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  Ferdinand Jahnel

  VP, Treasurer, Marsh & McLennan Companies, Inc.

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  Ferdinand Jahnel

  VP, Treasurer, Marsh & McLennan Companies, Inc.

  June 10

  • 10:00am -10:45am
    Name that threat: what’s next?

  Ferdinand Jahnel has been Vice President, Treasurer, for Marsh & McLennan Companies in New York, NY, since April 2015. In this role, Ferdinand is responsible for Global Cash Management, Credit and Capital Markets activities, and Global Pensions. He also oversees the Company’s relationships with its global financial partners, banks, and rating agencies.

  Prior to that Ferdinand served as Vice President, Corporate Treasurer, for Henry Schein, Inc., in Melville, NY from 2008 to 2015. He was also Assistant Treasurer at CA Technologies, Inc., International Treasurer at Steelcase, Inc., and worked in various Corporate Finance positions for the MAN Group in Europe and the U.S.

  Ferdinand earned his M.B.A. from the University of Chicago Booth School of Business, and a Diploma in Business Administration from the University of Augsburg, Germany. He is a Certified Treasury Professional (CTP), and has served as a Board Director at the Association for Financial Professionals (AFP) since 2012.

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  Fernando Tenuta

  Assistant Treasurer, Manpower Group

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  Fernando Tenuta

  Assistant Treasurer, Manpower Group

  June 10

  • 12:00pm -12:45pm
    Building a true cash culture

  Fernando Tenuta, Assistant Treasurer of ManpowerGroup Inc., has over twenty years of experience in corporate treasury at various global organizations. Fernando has a broad range of experience in global cash management, treasury systems, debt capital markets, currency and interest rate risk management and working capital management.

  Fernando leads the Global Treasury department based in Milwaukee, WI that is focused on improving the global liquidity structure, increasing the daily visibility of cash, automating treasury activities and increasing the collaboration amongst the treasury personnel within the organization.

  Prior to joining ManpowerGroup, Fernando worked in the corporate treasury departments of Snap-on Incorporated and Quad/Graphics Inc.

  Fernando earned a Bachelor of Science degree in Finance from Marquette University and a Master of Science in Accounting from the University of Wisconsin – Milwaukee. Fernando has earned the Certified Treasury Professional (CTP) designation and has passed the CPA exam.

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  Fred Schacknies

  VP & Treasurer, TechnipFMC

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  Fred Schacknies

  VP & Treasurer, TechnipFMC

  June 10

  • 03:15pm -4:00pm
    FX hedging programs: what’s new

  Fred has over 20 years’ experience in global treasury management across various industries. He was formerly Senior Vice President & Treasurer at Hilton, supporting corporate treasury functions, as well as global pension investments and energy risk. In recent years, his team received the 2015 AFP Pinnacle Award Grand Prize, an Alexander Hamilton Award in Liquidity Management and an Adam Smith Award in Risk Management. Prior to joining Hilton in 2009, he held various treasury roles at Lucent Technologies and Constellation Energy. Fred holds an MBA in finance from New York University’s Stern School of Business and a BA in economics and international relations from Brown University.

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  Johan Nystedt

  SVP, Finance, Head of M&A, IR and FP&A, RR Donnelley

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  Johan Nystedt

  SVP, Finance, Head of M&A, IR and FP&A, RR Donnelley

  June 10

  • 10:00am -10:45am
    Name that threat: what’s next?

  Johan joined RRD as Senior Vice President, Finance in December 2019. In this role, Johan leads investor relations, financial planning & analysis and mergers and acquisitions.

  Prior to joining RRD, Johan served as Vice President, Treasurer and Chief Risk Officer for Conagra Brands from 2016-2019. Prior to Conagra Brands, Mr. Nystedt held various finance roles at Levi Strauss & Co., Kraft Foods Inc. and Altria Group, Inc.

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  John Ferguson

  Practice Head of Globalization, Trade & Finance, The Economist Intelligence Unit

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  John Ferguson

  Practice Head of Globalization, Trade & Finance, The Economist Intelligence Unit

  June 9

  • 08:05am -8:50am
    The Great Bounce-back

  John is the Head of The EIU’s Globalization, Trade and Finance practice. He is responsible for leading The EIU’s strategic efforts focused on globalization across different sectors and geographies. A frequent public speaker, his delivery style helps to provide context to many global issues in an insightful and accessible way, supported by his 15 years in policy and economic analysis.

  Most recently, as Director of Macroeconomics, he was responsible for guiding The EIU’s global economic analysis across 200 countries. Prior to this, he was Director of Country Analysis and Global Forecasting. As a trained economist, John has a breadth of research experience using econometrics, macroeconomic analysis, and political economy analysis. His research has covered many of the major factors impacting the global economy: climate change; geopolitics; FDI flows; artificial intelligence; and global employment patterns. John holds a Master’s degree in International Economics from Sussex University where he specialised in macroeconomics and trade, and an Honours degree in Psychology from the Australian National University.

   

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  Meena Dafesh

  VP, Treasurer, Ingram Micro

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  Meena Dafesh

  VP, Treasurer, Ingram Micro

  June 9

  • 03:15pm -4:00pm
    Practical steps on the path to automated treasury

  Meena Dafesh serves as the VP & Treasurer of Ingram Micro Inc., a global leader in technology solutions, cloud and supply chain services with annual revenues of $50B. She is based in Irvine, California. In her role she is responsible for the company’s capital structure, global bank relationships, foreign exchange, cash management, working capital, treasury operations and risk management. Meena also manages credit relationships with key vendors and stakeholders.

  Meena originally joined Ingram Micro in 2005 in the Australian treasury department and moved to Ingram’s regional headquarters in Singapore in 2007. She was involved in regional cash and treasury management and in 2010 was appointed as the Regional Treasurer across Asia Pacific. Meena left Ingram Micro in 2015 to take up a role as Director, Service Network and Loyalty with The Warranty Group. She returned to Ingram Micro in January 2018 as the global Assistant Treasurer, and became Treasurer in January 2019. Prior to 2005, Meena held various treasury roles in Sydney, Australia.

  Meena earned a Bachelor of Business degree from the University of Technology in Sydney. She is also an Australian CPA. Meena is a Founding Member of Chief (Los Angeles division), a private network designed specifically for female leaders — rising VP level through CEO — to strengthen their experience in the C-suite, cross-pollinate power across industries, and effect change from the top-down.

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  Scott Lambert

  Treasury Managing Director & Assistant Treasurer, Cigna

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  Scott Lambert

  Treasury Managing Director & Assistant Treasurer, Cigna

  June 9

  • 03:15pm -4:00pm
    Practical steps on the path to automated treasury

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  Tobias Adrian

  Financial Counsellor and Director of the Monetary and Capital Markets Department, IMF

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  Tobias Adrian

  Financial Counsellor and Director of the Monetary and Capital Markets Department, IMF

  June 9

  • 08:05am -8:50am
    The Great Bounce-back

  Tobias Adrian is the Financial Counsellor and the Director of the Monetary and Capital Markets Department at the International Monetary Fund. Before joining the IMF in January 2017, he served as Senior Vice President and Associate Director of Research at the Federal Reserve Bank of New York, where he helped lead the New York Fed’s work on financial stability policy and monetary policy. He had earlier conducted economic research at the National Bureau of Economic Research in Cambridge, Massachusetts and at the Centre for European Policy Studies in Brussels. He earned his Ph.D. in economics from the Massachusetts Institute of Technology and his M.Sc. from the London School of Economics and Political Science. He also earned postgraduate degrees from Goethe University in Frankfurt and from Dauphine University in Paris. He has taught economics at MIT, Princeton University, and New York University. His economic analyses have been published in such scholarly journals as the American Economic Review, the Journal of Financial Economics, and the Journal of Finance.

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  Yang Xu

  Senior VP, Global Finance & Treasurer, Kraft Heinz

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  Yang Xu

  Senior VP, Global Finance & Treasurer, Kraft Heinz

  June 9

  • 09:00am -9:45am
    How changing business models change treasury

  Yang Xu has a global background and broad experiences in finance. Born and raised in China, Yang obtained a bachelor’s degree in Finance. She then pursued her master’s degree at HEC Paris and London Business School. Upon graduation, Yang began her career with Whirlpool Corporation in 2004. She held many roles with increasing responsibilities across Treasury, M&A, Strategy, and various Finance functions in U.S., Europe and Asia. Her scope ranged from leading strategic planning, M&A deals, to various businesses CFO in the U.S.; leading commercial finance for 34 countries across EMEA; integrating a major acquisition in China as Sales & Marketing Director; and managing business operations in Hong Kong and Taiwan. Yang returned to Whirlpool’s global headquarters as Senior Director of Treasury in 2016.

  In 2018, Yang joined Kraft Heinz as Global Treasurer, a role that focuses on company capital structure, and manages debt, cash, derivatives, insurance and pension. She restructured the company’s debt portfolio and strengthened the balance sheet and liquidity. In June 2020, Yang expanded her scope to further include various global finance functions including procurement, manufacturing, logistics, revenue management, media investment, fixed cost and capital expenditures. Yang also leads Finance Transformation, a strategic agenda for the global finance function for Kraft Heinz.

  Yang is recognized by driving strategic directions through business financial acumen, capital market insights, large cross-functional projects, and global experiences. As a finance leader, Yang is passionate about developing talents and building strong and diverse organizations.

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  Daniel Blumen

  US-based treasury consultant

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  Daniel Blumen

  US-based treasury consultant

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  Robert Novaria

  EuroFinance Tutor & Partner, Treasury Alliance Group

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  Robert Novaria

  EuroFinance Tutor & Partner, Treasury Alliance Group

  Bob has more than 30 years of corporate treasury experience in the roles of treasurer, credit director, finance manager and controller at BP America and Amoco Corporation. He has successfully managed post-acquisition integrations, technology upgrades and corporate restructurings. Currently, Bob is a partner with the Treasury Alliance Group, leveraging his corporate experience in client engagements dealing with global treasury, risk and crisis management; cash management and cash flow forecasting; working capital management; shared service operations and general management. He also shares his experiences by tutoring others in courses such as international cash and treasury management, corporate risk management and cash flow forecasting, as well as by chairing, moderating and speaking at treasury conferences worldwide.