Bank of America Treasury Insights

From its transparent regulatory framework to its skilled workforce and robust financial infrastructure, multinational corporations gravitate towards Ireland as a treasury base. Join Steve Krippner and Ron Doyle from PwC as they discuss with Bank of America‘s Chris Jameson the factors driving Ireland's success in the global treasury landscape and the opportunities it presents for businesses looking to optimize their treasury function.

Host:

Chris Jameson, Managing Director and Treasury Product executive, Bank of America

Co-hosts:

Stephen Krippner, Senior Advisor, PwC

Ron Doyle, International Tax Director, PwC

MAP 6558467 / 10-17-25

Receivables reconciliation plays a key role in managing accurate statements – vital for making informed business and treasury decisions, while advanced tools, technology and automation allow treasurers to significantly enhance their process efficiency. Listen to Kim Parfett from Chaucer talk with Adam King and Jeff Pauly on how the insurance group improved its reconciliation processes by using virtual accounts to automate the matching of funds with payments and enhance payment tracking.

Host:

Adam King, Managing Director and Co- Head of EMEA Non-FI sales

Co-host:

Kim Parfett, Senior Manager Accounts Payable, Treasury Systems and Processes, Chaucer

Jeff Pauly, Product Sales Manager, Bank of America,

Throughout the course of her career, Helen Hanby has made many bold steps that have led to a successful, flourishing career spanning multiple countries and roles. Join us, as we hear from Helen, Senior Director at Biogen, who walks through her unique career journey, and her experience with growing her career in a male-dominated world. 

Host

Netra Kumar, Managing Director, Sr. Treasury Sales Officer, Bank of America

Co-host

Helen Hanby, Senior Director, International Treasury, Biogen

MAP 6458880 / 9-6-25

As organizations grow, there are greater volumes of transactions and flows alongside an increased focus on scale, efficiency and control. Listen to how Jeff Holy from Westlake Chemicals uses on-behalf-of structures and the payment factory concept to help efficiently manage the growing number of intercompany transactions. 

Host

Brittany Marten, Global Industrials Treasury Sales Head, Bank of America

Co-hosts 

Jeff Holy, Vice President and Treasurer, Westlake Chemical

Bruce Meuli, Treasury Advisory Executive, Bank of America

Technology is embedded in our lives. It is fundamental to banking, more so for payments and transaction banking. Listen to our experts on how to leverage AI as a tool to improve payment processes, reduce the risk of fraud and enhance cash forecasting. 

Host

Adrian Pereira, Card Product Sales Specialist, Asia Pacific, Bank of America

Co-hosts

Haim Israel, Head of Global Thematic  Investing Research, BofA Global Research

Venkat ES, Head of Treasury Product, Asia Pacific, Bank of America

MAP 6281566 / 7-22-25

From managing the influx of data to embracing intelligent automation, treasurers are adapting to new responsibilities, leveraging advanced tools and finding innovative solutions to improve operational efficiencies. Join our experts as they discuss treasury trends, as well as challenges that treasurers may face in 2024.

Michael Bosacco, Head of GTS Advisory, Bank of America

Co-hosts

Matthew Davies, Head of Global Transaction Services EMEA and Co-head of Global Corporate Sales

Jay Davenport, Co-head of Global Corporate Sales

Kevin Heins, Head of Strategy, Advisory, and Complex Finance Solutions

MAP 6281566 / 7-22-25

El panorama del factoraje de la cadena de suministro en Mexico continúa evolucionando a medida que surgen nuevas tendencias del mercado, incluidas las oportunidades derivadas del “nearshoring” y las tecnologías innovadoras.  Escuche a nuestros expertos hablar sobre las tendencias en los desafíos y oportunidades actuales del mercado de factoraje de la cadena de suministro en México, explore la transformación del ecosistema comercial y cómo ha cambiado el comportamiento de los consumidores con un mayor enfoque en las soluciones digitales.

Host

Jose Oulego, Managing Director, Corporate Trade Finance Sales Manager, Latin America

Co-hosts

Hector de la Garza, Founder and CEO at eFactor

Carlos Villegas, Director, Trade Finance Product Manager, Latin America

MAP 6168827 / 6-18-25

The supply chain finance landscape in Mexico continues to evolve as new market trends emerge including nearshoring opportunities and innovative technologies. Listen to our experts discuss the current supply chain finance trends, challenges and opportunities in Mexico, and explore the transformation of the trade ecosystem and how consumer behavior has shifted with an increased focus on digital solutions.

Host

Jose Oulego, Managing Director, Corporate Trade Finance Sales Manager, Latin America

Co-hosts

Hector de la Garza, Founder and CEO at eFactor

Carlos Villegas, Director, Trade Finance Product Manager, Latin America

MAP 6155057 / 6-12-25

The concept of managing working capital is not new for most but is experiencing a renewed focus as the markets realign to a different economic climate. Working capital involves meeting business needs in a timely manner and actively managing various levers. The resilience provided by effective working capital management is becoming more critical as supply disruptors and delays become commonplace and global supply chains restructure. Listen to Sidney Trinh and Karan Sihota from Workday talk with Bruce Meuli on how they have been able to improve their approach to working capital and the tools and technology that help them achieve this.

Host

Bruce Meuli, Treasury Advisory Executive, Bank of America

Co-hosts

Sidney Trinh, Senior Treasury Manager, Workday

Karan Sihota, Corporate Treasury Manager, Workday

MAP 6078051 / 5-7-25

Canada is making great strides in fostering digital treasury transformation, from the wide adoption of the Interac e-Transfer payment system to the ongoing preparation for Canada‘s real time payment rail, and the migration to the ISO  20022 standard. Listen to our experts explore the changing payments landscape in Canada and the steps that companies can take to digitize their payments. 

Host

Lyndsay Langford, Head of Global Commercial Banking, Global Transaction Services Canada, Bank of America

Co-hosts

Jane Rannie, Treasury Sales Officer, Bank of America

Saverio Mallia, Digital Payments Product Manager, Global Transaction Services Canada, Bank of America

MAP 6065088 / 5-1-25