Contact Us

To schedule an appointment with one of our industry experts during the AFP Conference:

Call +1 800 424 3004, option 2
Email us at

Cheryl Gurz
Lynne Marlor
Virun Rampersad
Jeff Saef

BNY Mellon at the 2013 AFP Annual Conference

Las Vegas

October 27 – 30, 2013

Welcoming more than 6,000 participants each year, the AFP Annual Conference provides relevant world-class education that covers a variety of challenges, best practices and issues important to treasury and finance. Current topics span from payments to risk management, treasury operations to financial planning and analysis; with an unbiased agenda and an abundance of business networking opportunities.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 35 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. At this year's conference, you will be able to meet experts from our Capital Markets, Global Markets, BNY Mellon Fixed Income Solutions, Corporate Trust, Global Client Management (Industry Segments), Investment Strategy & Solutions, Global Collateral Services/Liquidity Services and Treasury Services areas.

Conference Speakers

Join our respected industry experts as they participate in timely and engaging presentations:

  • Building a Full Value Global Payments Program

    In a global economy it's critical for Treasury professionals to understand how to structure a global payments program that meets the needs of all members in the payments value chain. In this session a practitioner and their banking partner will discuss the decisioning process to make payments based on the end beneficiary and types of payment flows. Topics covered will be high value payment methods in multiple currencies with full value and low value payment options for non-urgent payments - both methods providing a full value to the beneficiaries.

    Monday, October 28
    10:30 - 11:45 a.m.
    Cheryl Gurz, Managing Director, Market Manager, Business Strategy & Market Solutions, Bank Segment, BNY Mellon
    Mike O'Hair, Global Mass Payments Manager, Gerson Lehrman Group, Inc.
  • Stop Second Guessing Decisions About Asset Allocations: A New Methodology for an Uncertain Economy

    Learn how an investment management firm has been advocating a unique new methodology to increase confidence about asset allocation and how an experienced industry professional might apply it to their pension and other portfolios. Put away the crystal ball and those economic reports. We'll show you how evolving expectations about future real GDP growth and inflation may affect asset pricing over time to create five "market regimes" which can be applied to make more informed investment decisions.

    Monday, October 28
    10:30 - 11:45 a.m.
    Jeff Saef, CFA, Managing Director, Investment Strategy & Solutions Group, BNY Mellon
    Marty Pritz, Director, FP&A, Tucson Electric Power
  • Getting in to Social Media – For the Risk Averse Treasury Management Professional

    Participating in the right way with social media can be beneficial and rewarding. It is time to give some thought to why you participate in social media and to which mediums you belong. The panel will concentrate on LinkedIn, Facebook and Twitter. Understanding WHY, HOW and HOW OFTEN you participate, WHO you want to reach, and WHAT you want to say are the first steps to determining the best vehicles for you. You will be provided with tools to get you thinking about all the right things before you go wrong — or set you straight if you have gone wrong. The panel will help you set up and manage your profile and security settings appropriately up front so you reach your intended audience and no one else.

    Tuesday, October 29
    8:30 - 9:30 a.m.
    Lynne Marlor, CTP, Deputy Head of Sales - Asset Managers, Insurance and Mortgage Companies, BNY Mellon
    Laurel Egan-Kenny, Chief Operating Officer, South Shore Chamber of Commerce
    Patricia Mullin, Manager of Cash Management, Cambridge Trust Company
  • Innovation – Here, There and Everywhere

    Fostering a culture of innovation in your business is critical to success in today's environment. We will provide a panel that will discuss ways companies have introduced a culture of creativity to develop processes for continuous innovation in treasury and finance by providing keys to maintaining innovation and where innovative ideas have led them. Our insights will be led by multiple key industry executives.

    Tuesday, October 29
    10:30 - 11:45 a.m.
    Virun Rampersad, Managing Director, Head of Global Innovation, BNY Mellon
    Margaret Albrecht, VP & Assistant Treasurer - Treasury Operations, First Data
    Glen Grzybowski, Manager, Bank Relations and Treasury Solutions, Siemens Capital Company LLC
  • Achieving True STP: Trends in Straight Through Processing

    In this cash and liquidity focused environment, transparency, standardization and efficiency are paramount. Panelists from General Electric and Staples along with their SWIFT partners will explore trends in straight through processing (STP) and share their success stores and challenges in what it takes to achieve true STP. BNY Mellon will examine the best navigation and vetting techniques, as well as use of newly implemented comprehensive remittance information so that organizations can take advantage of true STP.

    Tuesday, October 29
    2:00 - 3:00 p.m.
    Lynne Marlor, CTP, Deputy Head of Sales - Asset Managers, Insurance and Mortgage Companies, BNY Mellon
    Stacy Rosenthal, Manager, SWIFT
    Jeanne Keane, Senior Manager Global Treasury Operations, Staples
    Sean O'Connell, GE Americas Treasurer, Corporate Treasury, General Electric

Visit Our Booth – 1139

Our team of experts will be happy to welcome you to our Booth 1139, next to the Cyber Café to discuss current challenges and opportunities for your business needs.

Schedule a Meeting

Over 50 BNY Mellon senior staff will be attending the conference. The AFP Annual Conference is an excellent opportunity for our industry experts to meet with you to discuss current challenges and innovative opportunities for your business growth. To schedule an appointment call +1 800 424 3004, option 2, or email us at