Speakers
Bertan Akin
Sr. Quantitative Manager
Microsoft Corporation
Bertan Akin, CFA, is a Senior Quantitative Manager at Microsoft Corporation. In his current role Bertan is responsible for Microsoft investment portfolio’s daily risk analysis and reporting. Prior to joining Microsoft Treasury he was a credit and risk management information systems analyst with Duke Energy Corporation. His responsibilities at Duke Energy included implementing an energy trading system and developing functional requirements for a new credit and risk management reporting system. Bertan has an MBA and a BS in Computer Science from the University of North Carolina at Charlotte.
Richard M. Barger, CPA
EVP & CFO
Lutheran Sociall Ministries
Richard M. Barger, CPA, is Executive Vice President and Chief Financial Officer of Diakon Lutheran Social Ministries. As such, he oversees all aspects of financial operations for the multi-service organization. Before joining Diakon in 2001, Mr. Barger was a Partner with Ernst & Young LLP, a position he had held since 1985. In that role, he was responsible for directing assurance, tax, actuarial, and business advisory services to health-care providers, health insurers, and managed care organizations in central and eastern Pennsylvania. In the years before being named partner, Mr. Barger held numerous positions with Ernst & Young, ranging from staff accountant through senior manager, coordinated services to clients in such diversified industries as manufacturing, banking, distribution, and real-estate development. He is a 1971 graduate of Penn State University with a degree in business management. He has completed the Executive Program at Northwestern University's J.J. Kellogg School of Management and is a Certified Public Accountant, licensed in the Commonwealth of Pennsylvania. He is a member of the American and Pennsylvania institutes of Certified Public Accountants and the public policy committee of PANPHA, an Association of Pennsylvania Non-Profit Senior Services. In addition, he serves as an advisory board member for the School of Business Administration at Penn State-Harrisburg and has held leadership roles in a number of community and professional service organizations.
Thomas Braida
Director, Global Credit
Cisco Systems, Inc.
Thomas Braida is the Director of Global Credit within the Global Shared Services Organization at Cisco Systems. In this role, Thomas has overall strategic and tactical responsibility for all open-account trade credit activities and oversees a global trade credit portfolio in excess of $4.5 billion. In this capacity, he leads collaborative efforts and critical business planning with cross functional partners to support Cisco’s business objectives while managing all aspects of credit risk. He is responsible for implementing global credit policy and optimizing global credit processes for speed, productivity and compliance. He oversees all internal credit controls and related S-OX compliance initiatives. His global team actively supports business growth initiatives with innovative credit solutions.
Thomas has spent over 23 years in various credit and finance related positions with expert knowledge of all aspects of credit and financing solutions. Prior to Cisco, Thomas spent 9 years at Comdisco, a high tech financial solutions company as Vice President of Lease Syndications and Senior Credit Manager.
Thomas holds a bachelor’s degree from Northern Illinois University and a Masters of Business Administration from DePaul University. He is a member of the FCIB and Credit Research Foundation.
Alphonse J. Briand
Managing Directoer
BNY Mellon
Alphonse J. Briand, Jr. is a managing director at BNY Mellon and heads the Global Product Management and Strategic Development division for the Bank's Treasury Services. In this capacity, Al manages product development initiatives, market positioning and strategic product planning for the Trade Finance, Global Payment and Global Cash Management product lines.
Active in industry dialogue, he is currently a member of the Federal Reserve’s Wholesale Payments Advisory Group and is a frequent speaker at various industry conferences across the globe.
Al joined BNY Mellon in 2003 from JPMorgan Chase where he spent the prior 18 years.
He is a graduate of the Boston College Carroll School of Management Honors Program and the Wharton School Advanced Management Program.
David Conroy
Managing Director, Americas Head of Trade Finance and Cash Management Corporates
Global Transaction Banking
Deutsche Bank
David Conroy is a Managing Director and the Americas Head of Trade Finance and Cash Management Corporates at Deutsche Bank. He is based in New York and is responsible for expanding the presence of GTB’s Trade Finance and Cash Management Corporates area in the Americas.
Before joining Deutsche Bank in March 2008, David worked for eight years at Citibank with senior management roles across cash, trade and relationship management in Global Transaction Services. With over 20 years of transaction banking experience, he has also served in senior transaction banking positions at both Standard Chartered and JPMorgan Chase.
Named one of the 100 Most Influential People in Finance in 2007 by Treasury and Risk magazine, David has been selected to speak throughout the years at a variety of industry events such as the Association for Financial Professionals and EuroFinance conferences.
David holds a Bachelor of Arts from Assumption College located in Worcester, MA. He has also attended executive training programs, including the Wharton School of Business Executive Education for Finance and Accounting.
Joya C. De Foor, CTP
Treasurer
City of Los Angeles, CA
Ms. Joya C. De Foor has been the Treasurer for the City of Los Angeles since early 2001. Previously, she was the City Treasurer & Revenue Officer for the City of Long Beach, CA.
Before joining the City of Long Beach, Ms. De Foor worked in a variety of professional capacities for the Los Angeles County Metropolitan Transportation Authority including Assistant Treasurer, then Treasurer of the Authority. Prior to the MTA, Ms. De Foor was affiliated with Deloitte & Touche Management Consulting Group in Los Angeles, Coldwell Banker, EGS Metro Corporation as Assistant Controller and Panhandle Eastern (now Duke Energy Corporation) as Project Manager in Kansas City and California.
Ms. De Foor earned a BBA in Accounting from the University of Notre Dame, an MBA from the University of Southern California, and pursued legal studies at Concord Law School where she passed the California Baby Bar. She is a Certified Treasury Professional, a Certified Government Financial Manager and a State Treasurer’s appointee to the California Debt & Investment Advisory Commission’s Investment Advisory Committee. Treasury & Risk named Ms. De Foor to its list of the 100 Most Influential People In Finance for 2009.
Ms. De Foor is an Association of Government Accountants Advisor for the Los Angeles Civic Center Chapter. She also currently holds board, trustee or committee positions with the California Municipal Finance Authority, the Association for Financial Professionals, and the Long Beach Museum of Art. She previously was a member of the Government Finance Officers Association of the United States and Canada’s Executive Board.
Robert Donovan
CVP-Finance
McDonalds Corporation
Lakshan Fernando
Sr. Treasury Manager
Zappos.com, Inc.
Frank Fiorille
Director–Enterprise Risk Management
Paychex, Inc.
Frank is the Director of Enterprise Risk Management at Paychex, a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses. The company has more than 100 offices and serves almost 600,000 payroll clients nationwide.
Fiorille has over 20 years experience in risk management and credit and joined Paychex in 2002 to lead the company's initiative to build an enterprise wide risk apparatus.
Before joining Paychex he spent four years with PNC Financial in Pittsburgh, Pennsylvania working in their Corporate Credit Policy area overseeing various commercial and consumer risk units and reporting directly to the Chief Credit Officer of the company. Prior to his work with PNC, he spent twelve years with Citigroup in New York holding various risk management and credit roles within their U.S consumer bank.
He is an also graduate of the inaugural 2007 class at the Wharton Business School at the University of Pennsylvania advanced risk management program. In 2008 he was chose as one of the 100 Most Influential People in Finance by Treasury & Risk Magazine and is a Risk Manger of the Year award-Finalist -2009-(RIMS) Risk and Insurance Management Society, Inc.
He is also credited for leading very successful projects to build the first risk and retention models in both the educational lending and payroll outsourcing industries. He has also spent time working internationally by teaching and facilitating strategic risk management courses for senior level executives.
Shane Hegarty
Director Engineering Services and Logistics
DRS Sustainment Systems, Inc.
Carl Hess
Global Director, Investment Consulting
Watson Wyatt
Marie Hollein
President & CEO
Financial Executives International
Marie N. Hollein was named President and CEO of Financial Executives International (FEI) in January 2009. FEI is the professional association of choice for senior-level corporate financial executives and the leading organization dedicated to advancing ethical, responsible financial management.
Ms. Hollein brings over 30 years of extensive corporate and financial services experience to her role at FEI. Ms. Hollein was previously a Managing Director of Financial Risk Management for KPMG, where she led the treasury practice and provides treasury and risk management advisory services to US and global corporations and banking institutions. Prior to joining KPMG in 2005, Ms. Hollein was a Vice President and Regional Director for Ruesch International. She has also held senior financial executive management positions at ABN Amro Bank, Citibank and Westinghouse Electric Corporation.
A noted speaker and author, Ms. Hollein has published articles on risk management in a number of leading industry publications. She has been a member of FEI since 2000, most recently serving as the organization’s National Area Director at Large for the Midwest. She also served as Financial Executives Research Foundation’s Vice Chair, Board Trustee Member, and Development Committee Chair, and President of FEI’s Chicago Chapter from 2004-05.
Her expansive involvement with professional associations also includes board and committee positions at organizations such as the Association for Financial Professionals, Journal of Treasury Management, International Finance & Treasury, Treasury Management Association, Executive Club of Chicago, and the National Education Committee. Ms. Hollein earned a Master of Finance and Management from Carnegie Mellon University, and a Bachelor of Science from La Roche College. Ms. Hollein currently resides with her husband David, and has two grown children, David Jr. and Christine.
Craig A. Jeffery
Managing Partner
Strategic Treasurer, LLC
Craig Jeffery is founder and Managing Partner of Strategic Treasurer, LLC, a treasury consulting firm in the Atlanta, GA, area. With nearly 25 years of financial and treasury experience as a practitioner and consultant, he enables his clients to craft realistic goals and achieve significant benefits. He is primarily responsible for relationship management and ensuring total client satisfaction on all projects. Additionally, he oversees the development of all practice areas and staff.
Prior to establishing Strategic Treasurer, he was a Senior Vice President and Practice Leader for Wachovia Treasury & Financial Consulting from 2000 to 2004. Before 2000 he was Vice President at SunTrust Bank and worked in the Information Management, Investment, and Treasury Divisions at The Hartford.
Mr. Jeffery is the author of The Strategic Treasurer: A Partnership for Corporate Growth (© 2009, John Wiley & Sons, Inc., Hoboken). He is often quoted in, and has written articles for, finance and treasury management publications such as Treasury & Risk, Financial Executive, and Business Finance. His most recent article, “Treasury Resiliency Emerging from the Financial Crisis,” is in the October 2009 issue of Financial Executive magazine.
Craig received a BS in accounting from the University of Connecticut. He is a permanent Certified Cash Manager, an Accredited ACH Professional, and a Fellow of the Life Management Institute with distinction.
Tahreem Kampton
Portfolio Manager
Microsoft Corporation
Adhi Kesarla
Senior Treasury Manager, Corporate Finance
Google, Inc.
Adhi Kesarla is a Senior Treasury Manager in Google Treasury. In this position, he is responsible for M&A Valuation, Corporate Finance, Energy Risk Management and Renewable Energy Investments. Prior to joining Google in 2006, Adhi was a Senior Treasury Analyst at General Motors Treasury, NY where he rotated through Capital Markets and Capital Planning functions. From 1997-2004, Adhi was an Automotive Engineer at General Motors.
Adhi received his MBA with High Distinction from Ross School of Business at the University of Michigan. Prior to that, he received his Masters in Industrial Engineering from Texas A&M University and a Bachelors in Engineering from Bangalore University. Adhi is a CFA charterholder.
Iqbal “Iggy” Khan
Executive Director
J.P. Morgan Treasury Services
Iqbal “Iggy” Khan is an Executive Director and senior product manager in J.P. Morgan Treasury Services where he has held a variety of leadership roles since joining the firm in 2003. Currently, he leads a team responsible for sales, customer service and implementation support for account services and disbursements products. Prior to this, as part of the J.P. Morgan Chase and Bank One merger, Mr. Khan led the integration of two business units and also served as the business lead for the development and roll out of a state-of-the-art receivables platform.
Before joining J.P. Morgan, Mr. Khan was a manager with Diamond Management & Technology Consultants, a Chicago-based firm, where he provided counseled senior management on business strategy and technology alignment issues.
Mr. Khan also served as a Lieutenant and Naval Flight Officer in the U.S. Navy, where he completed more than 400 aircraft carrier landings. He was awarded three Air Medals for his service in combat and received a Joint Commendation Medal for ensuring the safety of more than 2,000 NATO flights over Bosnia.
Mr. Khan holds an M.B.A. from the Kellogg School of Management at Northwestern University and a B.S. in electrical engineering from the University of Illinois at Urbana-Champaign.
John A. Konstantos
Vice President & Senior Relationship Manager
Balance Sheet and Operating Asset Group
Northern Trust Global Investments
John has over 15 years of experience in financial services and is currently a Senior Relationship Manager for the Balance Sheet and Operating Assets group which is part of Northern Trust’s asset management business focused on corporate and institutional clients. John is responsible for the overall sales and servicing strategy in the East Region, which includes prospecting, cross-selling and servicing of existing investment relationships.
John joined Northern Trust in early 2001 as a senior portfolio manager in the bank’s corporate and institutional group coming from Corus Bank in Chicago. In 2003, John moved to the role of Senior Banker covering the East Coast in the corporate and institutional group with primary responsibilities of overseeing credit functions, cross-selling the banks products and prospecting for new clients. John also was the relationship manager for a portfolio of banking clients on the East Coast overseeing all aspects of the relationship.
John earned his Bachelors of Science in Finance from DePaul University in Chicago and has Series 7 and 63 Certifications.
Kim Leary
Treasury Director
Honeywell International Inc.
Jennifer E. MacKethan
Seniot Manager, Enterprise Risk Management
RTI International
Ms. MacKethan has more than fourteen years of risk and credit management experience. Areas of expertise include enterprise risk management and commercial loan analysis and underwriting. Ms. MacKethan implemented a successful COSO based Enterprise Risk Management system across RTI to include a comprehensive organization wide risk assessment, gap analysis and execution of a mitigation based action plan. Prior to focusing her career path on Enterprise Risk Management, Ms. MacKethan worked extensively in the banking industry, with a focus on commercial loan risk analysis and credit underwriting.
Charles J. Malone, Jr.
Leader–U.S. Savings Plan Investments
Honeywell Capital Management
Charlie Malone is the Leader – U.S. Savings Plan Investments for the $7.5 billion Honeywell Savings and Ownership Plan and is a member of the Savings Investment Committee. Mr. Malone was named to this new role in November 2007 having been the Manager – Investment Operations for the $13 billion Honeywell Defined Benefit Master Trust. Mr. Malone joined Honeywell Capital Management in June 2005.
Prior to joining Honeywell, Mr. Malone was Corporate Vice President, Assistant Manager – Retirement Plans for UBS Financial Services, Inc. from 2003 to 2005. Mr. Malone began his pension investment career at Pharmacia & Upjohn / Pfizer, Inc. in 1999 as a Sr. Analyst and later the Manager – Pension Investments for the $4 billion of Pharmacia’s U.S. pension and savings plan assets.
Prior to his pension investment career, Mr. Malone held positions of increasing responsibility within corporate treasury and controllers groups at American Home Products (now, Wyeth) and Beneficial Management Corporation.
Mr. Malone holds a B.A. in Economics from Fairfield University and an M.S. in Management (Financial Management Program) from New Jersey Institute of Technology.
Tejinder Mann
Corporate Engineering Manager-Treasury Systems
Google, Inc.
As Corporate Engineering Manager for Treasury Systems at Google, Tejinder is responsible for treasury and risk management systems. Tejinder joined Google in January of 2006 after a decade of working at high-tech companies in Silicon Valley. Prior to Google, Tejinder worked at eBay, PeopleSoft, Cisco, Hewlett Packard and Xerox PARC.
Tejinder received a BS in business administration and a BA in economics (with a double minor in environmental economics and English literature) from UC Berkeley as well as a MSc in management of information systems from London School of Economics and Political Science. Currently, Tejinder is finishing her PhD in the management of information systems at London School of Economics and Political Science.
As Corporate Engineering Manager for Treasury Systems at Google, Tejinder is responsible for treasury and risk management systems. Tejinder joined Google in January of 2006 after a decade of working at high-tech companies in Silicon Valley. Prior to Google, Tejinder worked at eBay, PeopleSoft, Cisco, Hewlett Packard and Xerox PARC.
Tejinder received a BS in business administration and a BA in economics (with a double minor in environmental economics and English literature) from UC Berkeley as well as a MSc in management of information systems from London School of Economics and Political Science. Currently, Tejinder is finishing her PhD in the management of information systems at London School of Economics and Political Science.
Seth Marlowe
Director, Cash Management/Product Management
General Electric Company
Erika P. McBride, P4
Peer Review Manager, Enterprise Risk Management
Paychex
Erika McBride is the Risk Review and Reporting Manager within the Enterprise Risk Management team at Paychex. Her responsibilities include oversight of the MIS reporting function, as well as management of the “P4” Peer Review program, which leverages cross-functional, objective teams of peers to assess risk throughout the company. This initiative has resulted in millions of dollars contributed to the bottom line.
Erika joined Paychex in 1997 as an Accountant, and worked her way up through the ranks in various leadership capacities in financial and risk management roles. Prior to Paychex, Erika was a staff auditor with a regional public accounting firm, as well as a member of a regional HMO Finance team. She holds an MBA in Management from the Rochester Institute of Technology and a B.S. in Accounting from SUNY Geneseo, obtaining her CPA designation in 2001.
Laura McGhee
Treasury Manager
Kforce Inc.
Laura McGhee serves as the Treasury Manager for Kforce. Kforce employees over 1,900 staffing specialists and operates 62 offices in 41 markets in North America and two in the Philippines.
Before joining the Firm in January of 2002, Laura served as Senior Accounting Supervisor at AAFES in Bamberg, Germany.
Laura has been the recipient of several awards at Kforce including Employee of the Year and inclusion to the exclusive President's Club (Council). This honor was awarded in recognition of her superior performance and service to the Firm and for leading her team to Department/Team of the Quarter on several occasions.
Laura received her Bachelor’s Degree from the University of South Florida in Tampa, FL. She currently lives in the Tampa Bay area with her husband and two children.
Donna Miskin, Editor-in-Chief, Treasury & Risk Magazine
Judson Murchie, Analyst, Aite Group, LLC
Reddy Pakanati
Chief Risk Officer, Americas Region
Toyota Financial Services
1997- Present TMCC
Since joining TMCC in 1997, held several positions in risk management, TMCC CRO since December 2006, Americas Region CRO since July 2009. Responsible for risk management (excluding market risk) of consumer credit, commercial credit, and collections for Americas region. During 2006 was Corporate Manager of Banking Products for TFSBank responsible for TFSB Strategy, Dealer Banking Products, Risk Management, Channel Management, Credit Card portfolio, and new product development. Set up risk management function at TFS-China startup operations, was founding Chairman, TFSC Credit Risk Mgmt. Functional Committee.
1990-1997 American Express Company, Director, Risk Management
Implemented Risk Management Systems and supported the launch of new card products in the U.S., Japan, Canada, India, and the UK. Progressively advanced in the organization in varied risk management positions:
-Manager, Risk Modeling
-Director, Risk Management
-Chief Policy Officer, Consumer Cards, European Region
-Chief Risk Officer, International Corporate Card Businesses
Graduate Study in Agricultural Economics, Oklahoma State University
Karen Papazian
Director, Capital Markets
Toyota Motor Credit Corporation
Ravi Pande
Managing Director
Treasury Sciences
Robert Pedersen
Treasurer
United States Postal Service
Corporate Treasury is led by Robert Pedersen, who has served as Treasurer of the United States Postal Service since March 2002. In this role, Pedersen oversees all Postal Service financing and investments, bank relations, payment technologies, business evaluations and the collection and disbursement of more than $95 billion annually.
In addition to his more than 17 years of postal experience, Pedersen also has an extensive background in financial management. Pedersen began his postal career as an investment officer managing a $3.5 billion portfolio of treasury securities. During his tenure with the Postal Service, Pedersen has held a number of positions of increasing responsibility in finance, including debt portfolio manager, chief investment officer, and assistant treasurer, financing and cash management.
At the Postal Service, Pedersen has designed and implemented the two largest restructuring initiatives in postal history. The 2003 restructuring of the $7.3 billion debt portfolio resulted in a 95% decline in interest expense in FY 2004 to a level not achieved in the previous 30 years.
Pedersen holds a Bachelor of Arts degree in Economics from the College of William and Mary and a Master of Arts degree in Economics from George Mason University, both located in Virginia. In addition, Pedersen holds a Certified Treasury Professional (CTP) designation.
Anita Prasad
GM Treasury
Microsoft Corporation
As General Manager of Treasury Capital Management at Microsoft, Anita Prasad is responsible for corporate finance, capital structure, share buybacks and dividend policy, structured investments, global cash and liquidity, treasury operations, and credit services for MS online business. Some of Anita’s recent areas of focus are Microsoft’s inaugural $6B debt financing, optimization of cash flow forecasting, utilizing SWIFT across worldwide bank accounts, and supporting growth of MS online business. In her prior role at Microsoft, Anita worked on SOX compliance efforts for Treasury, cash flow and valuation analysis.
Prior to joining Microsoft, Anita served as Vice President of Treasury and Tax at LSI Logic Corporation. During her tenure at LSI, she formulated and implemented long-term strategies that enabled LSI to execute over $5 billion in debt and equity financing, growing the company from $1.2 billion to about $3 billion in revenues. Anita provided leadership in designing effective balance sheet structuring, stock buyback programs, currency & interest rate risk management, M&A, domestic and off-shore portfolio management, venture portfolio, international tax structuring and manufacturing strategy.
Before corporate life, Anita held an Assistant Professor post at University of Wisconsin. She holds a Bachelors and Masters in Economics, an MBA in MIS, and a PhD in Finance and International Business.
Amit P. Shroff
Head of Planning, Market Risk and International
Toyota Financial Services
Amit P. Shroff is Head of Planning, Market Risk and International at Toyota Financial Services and is currently focused on organizational and business unit planning, target setting, performance and risk management. At Toyota, he has held leadership positions in Corporate Finance, Treasury, International Operations, Controllership and Technology. Prior to Toyota, he was in Ernst and Young’s financial consulting practice. He holds undergraduate and graduate degrees from the McCombs School of Business at the University of Texas at Austin and is a CPA. He has been the recipient of several Alexander Hamilton Awards and has featured in Treasury and Risk Management magazines “top 40 under 40” list.
Scott Schaefer
Sr. Treasury Manager
Zappos.com, Inc.
Dave Smith, Ph.D., CFA
Director, Financial Risk Management
Adobe Systems, Inc.
Dave Smith is the Director of Financial Risk Management at Adobe Systems Incorporated. Since joining Adobe in early 2005, Mr. Smith has had the opportunity to work on a variety projects including employee stock option valuation, dilution management and share repurchase strategies, foreign exchange hedging, portfolio optimization, counterparty credit risk and capital structure modeling.
Prior to joining Adobe, Mr. Smith spent six years in Newport Beach, California working for Pacific Life Insurance Company, most recently as the Assistant Vice President of Enterprise Risk Management. At Pacific Life, Mr. Smith was responsible for modeling the fixed income assets, building asset allocation models and managing a team of quantitative professionals. Prior to joining Pacific Life Insurance Company, Mr. Smith worked as Vice President of Carlyle Capital Markets, a municipal investment bank in Dallas, Texas.
Mr. Smith earned his Ph.D. in Economics from the University of Oregon in 1997. His dissertation focused on the pricing of credit risk in interest rate derivatives. Mr. Smith has a bachelor’s degree in Economics and Business Administration from Saint Mary’s College of California. He has earned a Certificate in Quantitative Finance and is a CFA Charter holder.
Kirsten Spreck
Director of Corporate Real Estate
Thrivent Financial for Lutherans
Kirsten Spreck is the director of corporate real estate at Thrivent Financial for Lutherans. In this role, Spreck has overall responsibility for Thrivent Financial’s corporate properties, its national lease portfolio of field leadership offices and additional subsidiary properties. She is responsible for the continuous improvement of property management with vigorous cost controls, consistent attention to service levels and effective management oversight.
Spreck has spent more than 20 years in the property management field joining Thrivent Financial in 1999. Prior to Thrivent Financial, Spreck spent 11 years at the City of St. Paul’s Public Housing Authority as director of technical services.
Spreck holds a bachelor’s degree from the University of Minnesota and a Minnesota Real Estate Brokers license. She will complete a Masters of Arts in Leadership program at Augsburg College, Minneapolis, Minn., this spring. She is a co-leader of Thrivent Financial’s Green Team, a member of Thrivent Financial’s Community Grants Team, an officer of North Meadows Investments Limited, and a member Building Owners and Managers Association.
Peggy Stewart
Executive Vice President and Chief Operating Officer
Aon Broking Excellence Worldwide
Peggy Stewart serves as Executive Vice President and Chief Operating Officer for Aon Broking Excellence Worldwide, a core area of focus within Aon Risk Services, a business unit for Aon Corporation.
Aon Risk Services, a single global business unit created in January 2008 within Aon Corporation, accounts for two-thirds of the firm’s total revenue. In 2008 Aon reported total revenues of $7.6 billion.
As Chief Operating Officer for Aon Broking Excellence Worldwide, Stewart’s global responsibilities include the development and execution of policy, strategic plans, operations processes and objectives for the firm, with an eye toward focused innovation that differentiates Aon and its ability to help clients find the best solutions to run their businesses.
Since joining Aon, Stewart has played an integral role in bringing the innovative Aon Global Risk Insight Platform (Aon GRIP) to market. Aon GRIP is a real-time electronic platform which captures and reports on all of Aon’s industry-leading trading activity globally, from submission through quotes and binding. The information gathered can be utilized in the tool’s analytic functions, and aggregated and translated globally to the benefit of clients, carriers and brokers.
Prior to joining Aon in her current role, Stewart has served in various risk management and treasury positions within Fortune 1000 companies, including Aon and Marsh Inc.
She holds a Bachelor of Science degree in Management of Human Resources from St. Joseph’s College.
David W. Stowe
Director
Strategic Treasurer, LLC
Michael Suriano
Treasury Manager
Honeywell International Inc.
Cindy Wang
Global Co-head for Treasury Systems and Operations
Toyota Financial Service