2016 CFO Innovation Conference: TD Bank Presentation

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TD Bank’s Neil McHugh, CTP, CPCP, VP, Segment Manager Emerging Payments and Carla Krieman, District Sales Manager, Treasury, Management Services will lead presentation entitled “Bottom Line Implications of Payment Management” at 11:00 A.M., May 5th, MetLife Stadium, East Rutherford, NJ. CFOs and senior finance executives may attend at no cost, and non-CFOs may purchase tickets, by registering at www.CFOstudio.com.

 

Neil D. McHugh, CTP, CPCP, VP, Segment Manager Emerging Payments, TD Bank

Neil manages the emerging payments segment for TD Bank’s Treasury Management Services business. In this dynamic position, Neil directs the bank’s strategy for emerging B2B payment solutions such as commercial cards, ePayables and Integrated Payables and serves as a thought leader leveraging his procure-to-pay, accounts payable and, working capital expertise. Prior to this role, Neil successfully led the Treasury Management sales team in the Metropolitan Washington D.C. region and helped to develop TD’s commercial card program.

 During his 15 year career in the treasury management and payments industry, Neil has obtained diverse experience intimately working with clients representing the middle market, large corporate, not-for-profit and government sectors. In addition, he has contributed to numerous industry periodicals and is a regular presenter at regional and national commercial payment related conferences. McHugh is a Certified Treasury Professional (CTP), Certified Purchasing Card Professional (CPCP) and holds a B.S. in Business Administration from Villanova University.

Carla Krieman, District Sales Manager, Treasury, Management Services, TD Bank

Carla Krieman is a 30-year professional in Treasury Management. She has worked in Cash Management Product Management, Sales, Technical Consulting, Finance and also spent several years as a Cash Manager at an international trade finance organization, De Lage Landen Financial. During her years at De Lage Landen, her main responsibilities were to manage the cash and disbursement processes along with the operational banking relationships for the company.  While Cash Manager, she led her Treasury and Accounts Payable teams to reduce costs, improve processes, automate payments and meet service level agreements with internal partners.  Carla is currently responsible for Treasury Management Sales in the Pennsylvania and NJ Markets for TD Bank. Carla has been a presenter at the Association for Financial Professionals and for the PA Banker’s Association and has a degree from The Pennsylvania State University in Business Logistics.

2016 CFO Innovation Conference: Bank of America Merrill Lynch Presentation

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Bank of America Merrill Lynch presentation with Cathy Callahan, New Jersey Market Executive & SVP, and Michelle Meyer, Deputy Head of US Economics, Managing Director, at 2:15 P.M., May 5th, MetLife Stadium, East Rutherford, NJ.  CFOs and senior finance executives may attend at no cost, and non-CFOs may purchase tickets, by registering now at www.CFOstudio.com.

 

Cathy Callahan, New Jersey Market Executive & SVP, Bank of America Merrill Lynch

Cathy Callahan is the New Jersey Market Executive for Commercial Banking at Bank of America Merrill Lynch. As Market Executive, Cathy is responsible for the delivery of a broad range of product solutions to New Jersey commercial clients.

 Cathy has been with the company since 2003, when she joined predecessor firm FleetBoston. Prior to her Market Executive role, Cathy was most recently a Senior Client Manager for the New York Metro Region, focused on meeting the commercial banking needs of hedge funds and asset managers and making the bank a market force in the sector. By developing a team dedicated to understanding the unique needs of those clients, Cathy led the growth of Global Commercial Banking’s business with the sector from nothing in 2007 to the significant revenue driver it is today. Cathy joined the NY Metro team as a Sales Performance Manager in 2006 after having been in Global Commercial Banking Risk with coverage in both the New Jersey and Pennsylvania markets. Cathy’s banking career began at Chase Manhattan Bank. She has worked for UBS, SwissBank Corp, and First Minneapolis. In addition, Cathy has had several entrepreneurial ventures. She was a partner at Commodity Capital Group, maintained a credit outsourcing business for several European banks and owned Milady’s Armoire- a NJ based retail lingerie business.

 Cathy holds a BSFS from Georgetown University and an International Business Degree from Stichting Nijenrode, The Netherlands School of Business. Actively involved in her community, Cathy manages the PDA U16 Girls ECNL team, an elite national girls soccer league, and is a scheduler for the club; is the Upper School Parent Coordinator for Kent Place School in Summit, NJ; a member of the Harding Historical Society; and a friend of The Harding Land Trust.  Previously, she has served as President of the Executive Board of St. Peter’s Prep Parents’ Association in Jersey City, NJ; as a Finance Committee member of her church; as a member of the Maplewood, NJ Planning Board and Zoning Board of Adjustment; and as treasurer of Kent Place School’s primary six figure fundraiser.

 Born in Jersey City, Cathy has lived in New Jersey most of her life.  She has also lived in London, Johannesburg, and Minneapolis.  She and her husband, Steve Jonathan, have 3 children and live in New Vernon, New Jersey.

Michelle Meyer, Deputy Head of US Economics, Managing Director, Bank of America Merrill Lynch

Michelle Meyer is a managing director and deputy head of US economics at BofA Merrill Lynch Global Research. She is the primary fixed income trading floor economist and specialist in the US housing market. In this capacity, Meyer provides timely analysis of the high-frequency economic data and Federal Reserve policy announcements to the sales force and traders. She runs the firm’s macro model and is responsible for coordinating the medium-term economic forecasts. Meyer focuses her research on the US housing market, where she has become highly recognized for her outlook. She is a frequent commentator on CNBC and Bloomberg TV and is often cited in print and online media.

 Prior to joining BofA Merrill Lynch Global Research in early 2010, Meyer was a senior US economist at Barclays Capital, where she worked on building GDP models and sector forecasts. Meyer started her career on the US economics team at Lehman Brothers. She began to focus on the housing market in 2006 when it became clear that the sector would be a crucial part of the outlook going forward.

 Meyer earned a bachelor’s degree (magna cum laude) and a master’s degree, both in economics, at Boston University. She was named by as one of 30 under 30 in finance in 2011.

2016 CFO Innovation Conference: Private Equity Discussion

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Greg Libertiny, SVP of Finance & Operations at Theorem, Inc., Jonathan Stearns, Chief Investment Officer at i2 Capital, Edward (Ted) Stone, CFO at TMG Energy Corporation, and Bob Yinglin, Interim Finance & Operations at 54 Madison will lead discussion on private equity at 8:30 A.M., May 5th, MetLife Stadium, East Rutherford, NJ. CFOs and senior finance executives may attend at no cost, and non-CFOs may purchase tickets, by registering at www.CFOstudio.com.

Greg Libertiny, Senior Vice President, Finance & Business Operations, Theorem

Greg Libertiny is a broad-based executive with extensive experience in operations and finance. His early career was spent with industry titans RCA, General Electric and MCI. His collective experience has been global in nature and spans a variety of industries and sectors, including information, communications, technology (collectively “ICT”), manufacturing, distribution and green/renewables.

 

Jonathan Stearns, Chief Investment Officer, i2 Capital

Jonathan Stearns has over 20 years of experience in private capital investments in a variety of industries, capital structures and stages of development across the U.S. and Europe. A leader in impact investing, Mr. Stearns has helped to create and launch a number of new investment vehicles, with a focus on women-led platforms. As Managing Director of Stearns Associated Partners, he focuses on socially responsible investing that provides market rate risk adjusted returns and meaningful social and environmental value. From 2010 to 2013, he served as Managing Director of PineBridge Investments. Beginning in 2006, he served as the Managing Director of AIG’s Global Investment Group, where he was responsible for sourcing, evaluating, executing and managing private capital investments on behalf of AIG and its subsidiaries. Mr. Stearns previously served as Managing Director of Associated Partners and was its Founding Member, where he managed co-investment portfolios for Abbott Capital. Prior to founding Associated Partners, he served as Managing Director of Abbott Capital Management LLC and served as a Head of the co-investment team, responsible for its direct investments in private companies. Mr. Stearns served as Managing Director and co-Head of Equinox Investment Partners LLC, a private capital investment company, from 1992 to 2001, where he focused primarily on investing in private, middle-market companies. Mr. Stearns received his B.A. in history and political science from the University of the South.

Edward W. (Ted) Stone, Chief Financial Officer, TMG Energy Corporation

Ted Stone is Chief Financial Officer for TMG Energy Corporation, developer and operator of “on-site utilities” for commercial buildings using proprietary combined heat & power (“CHP”) technology.

Since his first CFO assignment in 1984, Ted has served as CFO and business partner with the CEOs of 10 other companies across a range of global, B2B, technology-driven industries and varying in size from start-ups to established companies with $100 million to $2.5 billion in revenue.  His career includes 8 years as CFO for 3 public companies, 3 private equity backed firms (8 years), 3 privately held technology start-ups (6 years) and 2 large subsidiaries of Fortune 500 corporations (8 years).

 Ted seeks out opportunities to team up with his CEO to lead significant strategic and cultural changes such as a new go-to-market strategy, merger transaction / integration, turnaround, new technology launch, or a new ownership / management team.  As a result of successful changes, nearly all of his companies increased in value more rapidly than their industries during his tenure. 

 Previous CFO assignments include: Ecorithm, Inc., developer of software to optimize energy efficiency and comfort for commercial buildings worldwide; Velocity Express, a $400M, PE-backed but NASDAQ-listed provider of specialized logistics; Solucient, a $100M PE-backed healthcare information provider; Executone, a $130M NASDAQ-listed telecommunications equipment supplier where he also led a friendly PE-backed management buyout; a $2.5 billion group of 50 companies within Thomson Corporation; Krueger International, a $350 million, PE-backed manufacturer of commercial furniture; Searle Pharmaceuticals; and two specialty chemical firms – one private, one NASDAQ-listed.  Mr. Stone began his career Pfizer in 1976, ultimately serving as a Division Controller for Pfizer’s second largest division. 

 Ted earned an MBA from the Amos Tuck School and an AB in Engineering Sciences, cum laude, from Dartmouth College.

Bob Yinglin, Interim Finance and Operations, 54 Madison

Bob Yingling is an accomplished, middle-market, public company (led IPO) CFO with a Columbia Business School MBA. Bob has additional CFO experience with PE portfolio companies. He has also implemented SAP several times and led a number of transactions.  Bob is the Audit Committee chair at Gleacher & Co., a publicly traded (“GLCH”) independent investment bank.

 

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