Bank of America Treasury Insights
With the latest thinking from senior leaders, our Treasury Insights podcasts provide transformative insights that make your business smarter, faster and prepared for the future.
With the latest thinking from senior leaders, our Treasury Insights podcasts provide transformative insights that make your business smarter, faster and prepared for the future.
Monday Apr 22, 2024
Monday Apr 22, 2024
Monday Apr 22, 2024
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
Thursday Mar 21, 2024
Thursday Mar 21, 2024
Thursday Mar 21, 2024
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,
MAP 6489740 / 9-19-25
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Thursday Mar 07, 2024
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
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
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
MAP 6329342 / 8-2-25
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
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
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
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.
Host
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
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
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
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
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