Featured Speakers
Lars Anderson
Georgia State President
BB&T
Anderson has more than 19 years of banking experience with BB&T. He graduated from the Management Development Program in 1985. His previous responsibilities included branch manager and commercial loan officer in Charlotte, N.C., city executive in Laurinburg, S.C., area executive in Charleston, S.C., and area executive in Greensboro, N.C. He served as the president of the East Tennessee Region and Tennessee State President, and as the Atlanta Regional President. In January 2006, Anderson was named as the Georgia State President. Anderson also worked as a credit analyst with Chemical Bank in New York and ARAMCO in Saudi Arabia.
Rod Banks
Executive Vice President, Commercial Banking Services
City National Bank
Rodney F. “Rod” Banks is executive vice president and head of City National Bank’s commercial banking services. In this capacity, he is responsible for commercial banking strategy, business development and client service in California.
Nancy A. Bush, CFA
Principal
NAB Research LLC
Nancy Bush has long been noted both for the strength of her views on the banking industry and for the excellence of her written product. As an analyst independent of investment banking conflicts, she has made stock calls that sometimes brought her into controversy with company managements—such as her “Sell” rating on Bank of New England in 1988 (which resulted in a communications embargo on the part of that now-defunct company) and a request from CoreStates’ then-CEO Terry Larsen in 1995 to discontinue coverage of that company after her condemnation of a proposed CoreStates-Bank of Boston deal. (The request was denied.)
Jim Graves
Senior Vice President and Core Products Team Leader - Global Treasury Management
Key Bank
Jim Graves is the manager of the product team responsible for the core treasury management product offerings. In this role he is responsible for developing and implementing product strategy associated with the Lockbox, Disbursement, Cash Processing, and Liquidity services.
Robert Douglas
Senior Vice President, Liquidity Sales - Global Treasury Management
Key Bank
Bob is currently Senior Vice President, Liquidity Sales in the Global Treasury Management group at KeyBank. He is responsible for the bank’s internal as well as external sales efforts of short term deposit services to corporate clients.
Richard J. Kerbis
Executive Vice President Division Head, Midwest and Northeast Region Commercial Banking
Wells Fargo & Company
Richard J. Kerbis is an executive vice president responsible for Wells Fargo’s Commercial Banking activities in both the Midwest and the Northeast Region. As a division head, he directs the business of originating and managing middle market lending activity for traditionaland non-traditional banking products and services.
Patrick Moore
SVP & Director of Treasury Product Management
Fifth Third Bancorp
Patrick J. Moore is senior vice president and product executive of Treasury Management for Fifth Third Bank. He is responsible for business line profitability and growth, business and market strategy, advertising and market positioning, and product development for all domestic treasury management products. Mr. Moore is a driving force behind the bank’s business growth strategy for paper-to-electronic conversion.
Cindy Murray
Head of Product Innovation and Development, Global Corporate and Investment Banking
Bank of America Corp.
Cindy Murray is the Product Innovation & Development executive for Global Product Solutions. In this role, Murray is responsible for designing, building and launching new credit and treasury products across Global Corporate & Investment Banking to drive the acquisition and deepening of client relationships. This team also facilitates product policy and mitigates product risk.
David T. Olsen
Senior Vice President/Manager, National Sales Office
National City Bank
In January 2006, Mr. Olsen joined the National Sales Office (NSO), which was formed in September 2005. Along with NSO director Dale Klose, Mr. Olsen is jointly responsible for developing and implementing National City’s sales strategy and culture to support greater sales productivity and cross-selling throughout the company.
Jon Paul
Interim CFO
Brook Furniture Rental
Jon Paul has nearly 30 years experience as either CFO/COO or a management consultant, enabling company owners to measure, maximize and monetize the value they generate from their companies. Since 1992, Jon has been doing consulting/interim CFO management as head of Value Added Finance Resources (www.valueaddedfinance.com), serving emerging clients in a wide range of dynamic industries. During these years he has helped many clients line up bank financing that better fit their needs.
Michael C. Slocum
Executive Vice President, Commercial Banking
Capital One Bank
As Executive Vice President of Capital One’s Commercial Banking business, Mr. Slocum is responsible for leading multiple broad lines of business, including asset-based lending, leasing, commercial real estate, middle market banking, private banking, treasury services and merchant services.
James E. Winslow
Former CFO
Home Products International
Jim Winslow has over 30 years of experince as a financial executive. For the past 20 years, his experience has been exclusively with highly leveraged companies. In his capacity as CFO, he has worked with a number of large and middle market lending institutions to obtain both asset and credit based financing.
Conference Chairman
Michael R. Rice
Managing Director
Novantas LLC
Michael R. Rice is a Managing Director in the Chicago offices of Novantas LLC, a management consultancy. Previously a Managing Partner and founder of Chicago-based Jackson LaSalle Group, Rice has more than two decade's worth of experience in financial services. Prior to founding Jackson LaSalle Group, he was a partner at Chicago-based Charter Consulting, a division of Technology Solutions Co. Earlier he was the head of the Americas Financial Institutions Consulting Practice of Cap Gemini Ernst & Young. Rice started his career at Northern Trust Corp., Chicago.