Association for Financial Professionals

Loren Starr is Senior Managing Director and Chief Financial Officer of Invesco, headquartered in Atlanta, GA. He has been a member of the Board of Directors since 2002. Loren served as Chairman of the Board of Directors from 2006-2008; and Vice Chairman, Secretary from 2004-2006. He currently serves as a member of the Strategic Alliance Committee, as a Founding Member of the AFP of Canada Board of Directors, and the AFP PAC Board of Trustees. He served as a member of the Audit Committee in 2004. Loren served on the AFP Board of Directors from 1999-2001, during which time he chaired the Special Committee for Strategic Planning in 2001 and was a member of the Board Strategy Committee in 1999. He has been a member of AFP since 1996.

Bob Hunkeler is Vice President Investments at International Paper. In this position, he is responsible for the investment direction of IP's pension, savings and other plan assets. He is a Chairman of the Committee on Investment of Employee Benefit Assets (CIEBA), a trustee of the Greenwich Roundtable and NYSE Pension Managers Advisory Committee. He has been a member of AFP since 1995.

Mike Connolly is Vice President - Treasurer at Tiffany & Co. in Parsippany, NJ. Mike has been a member of the AFP Board of Directors since 2006 and currently serves as Vice Chairman, Treasurer and Chairman of the Finance Committee. He is also a member on the Strategic Alliance Committee. In the past he has served on the Audit Committee and the Strategic Planning Committee. He has served on the AFP Global Corporate Treasurers Forum Task Force for the 2005 and 2006 conferences and chaired the 2005 conference. He is also a member of the AFP Retail Treasury Form Task Force for 2009 and the Corporate Treasurers Council Research Advisory Board. He has been a member of AFP since 1999.

Dennis Reedy is Managing Director of Treasury Operations at Indiana University in Bloomington, IN. He has been on the Board of Directors since 2004 and has been a member of the Audit Committee. Dennis served on the Certification Body of Knowledge Committee for Essentials Six and Seven. He served on the 1995 TMA/BAI RFP project and Item Writers and Job Analysis Task Forces and has been a speaker and industry roundtable facilitator at the AFP annual meeting. He served as President/Treasurer and is a current board member of the AFP of Indiana. He is co-director for the Treasury Institute of Higher Education, of which AFP is an alliance partner. He has been a member of AFP since 1987.

Nolan L. North, CTP, Past President, has wide experience in banking and treasury management. Before retiring from T. Rowe Price as Vice President and Assistant Treasurer Nolan was a bank relationship manager, the assistant treasurer of a major insurance company, a sales manager for a leading treasury management bank and the department head of a market research firm specializing in treasury management. With the Association for Financial Professionals, he is the past Chairman of the Board of Directors and a member of the Government Relations Committee. Nolan served NACHA The Electronic Payments Association, as a member of the Board of Directors and is currently on several Rules Work Groups. Nolan has been sailing over 40 years, both racing and cruising. He has been a DSC member over 6 years; he headed the cruising committee one year and has organized the annual Caribbean cruise for 5 years.

Anita Patterson is Director of Treasury Operations and Patriot Act Compliance Officer at Manheim in Atlanta, GA. Anita currently serves as a member on the Audit Committee. She is a member of the Payments Advisory Group and has served as Chairman of the Global Treasury Task Force in 2006, a member on the Annual Conference Task Force in 2002 and 2003, and the Payments Forum Task Force as Chairman. She is a frequent speaker at national and regional AFP conferences and forums. In addition, Anita is a member of the SunTrust Client Advisory Board, as well as serving on several boards within her community. Anita has served on her regional AFP of Atlanta as President, Secretary and Committee chairman since 2002. Anita has been a member of AFP since 1992.

Craig Ehrnst is Treasurer of NCCI Holdings, Inc, in Boca Raton, FL since 2000. He was formerly with ExxonMobil's Latin American affiliate as a Senior Treasury Manager. Craig serves as a member on the Finance Committee. He was a member of the AN08 Annual Conference Task Force and in the past he has served as the Chairman of the Treasury Management Advisory Group as well as the AFP Working Capital Management Task Force. He served as a member of the Working Capital Management Task force for three years. In addition, Craig is a member of the Wells Fargo Client Advisory Board, as well as several boards within his community. He has been a member of AFP since 1997.

Daniel J. Lynch is vice president and treasurer of The Washington Post Company. He joined the company in October 1996; he was elected treasurer in 1997 and to his current position in September 2008. Before joining The Washington Post Company, Lynch worked for 18 years in numerous financial, planning, and analysis positions for Mobil Corporation. In addition to his responsibilities at The Washington Post Company, Lynch serves as assistant treasurer of the Philip L. Graham Fund, a private foundation that was established in 1963 for the benefit of charitable, scientific, literary, and educational purposes in the Washington, DC region. He serves as a member of the board of directors of Northern Virginia Family Service. Lynch is a member of the Association for Financial Professionals (AFP) and a member of the Committee on Investment of Employee Benefit Assets (CIEBA). Lynch received a BS (magna cum laude) with majors in math and French from the College of the Holy Cross in Worcester, MA. He holds an MBA from the Columbia University School of Business with a concentration in Finance and Accounting.

In her 15 years as a banker, Erin has acquired a wide range of experience in sales, marketing, treasury consulting, and product management. Erin manages corporate depository relationships at Union Bank of California. Erin is a member of the Association for Financial Professionals and the Treasury Management Association of San Diego. She has served on the board of the Treasury Management Association of San Diego for the last three years, as President in 2006 and 2007. An active member of her community, Erin participates in numerous charity events.

Errol Hau is Senior Director of Government Markets for ForeSee Results. He is responsible for directing all facets of the Government Markets business line, including sales channel management, client delivery and market development. In this role, Errol manages a cross-functional staff of both sales/partner managers and research analysts that are responsible for the delivery of products and services across multiple public sector market segments. With his 15 years of business management experience, Errol has been a primary contributor to the formation and management of many operational and strategic functions for ForeSee Results, including product management, market development and client services and delivery. Prior to joining ForeSee Results, Errol was Director of Product Management for CheckFree i-Solutions, the software division of the $800 million online bill payment company in Norcross, GA. Errol oversaw the development of bill presentment and payment software and market share growth in the banking, credit card, and investment services markets. Errol also served as Senior Product Manager for U.S. Bank in Minneapolis, MN. Errol is a regular mentor at the University of Michigan Ross School of Business, a member of the Board of Directors at ActiFi Corp. and an active member of the Association for Financial Professionals. Errol graduated from the University of Wisconsin-Madison with a B.S. in Economics and received his M.B.A in Finance from the University of St. Thomas in Minneapolis, MN. Errol has been with ForeSee Results since May 2002.

Frank K. Coleman currently serves as Assistant Vice President of COMMUNITY ADVANTAGE of Barrington Bank & Trust Company N.A., a subsidiary of Wintrust Financial Corporation, a multi-billion dollar holding company. Mr. Coleman has brought twenty-three years of experience to Barrington Bank & Trust Company. Mr. Coleman is responsible for business development and Portfolio management for condominium, homeowner, town home association and commercial management clients throughout Illinois. Most recently, Mr. Coleman was named a Certified Manager of Community Associations (CMCA) by the National Board of Certification for Community Associations Managers. He joins many CMCAs nationwide who have mastered the fundamental knowledge to manage condominium, cooperative and homeowners associations. Mr. Coleman is a member of Association for Financial Professionals and has taken courses in order to become a Certified Treasury Professional. The CTP sets the standard in the finance profession and is a symbol of excellence.

George has been the CFO & Treasurer for Florida Public Utilities Company since 2001. He was also appointed as Corporate Secretary in February 2004. Prior to joining Florida Public Utilities in 1985, he was an Assistant Controller for Southeastern Public Service Company, leading the accounting and information technology departments. He currently directs and is responsible for all accounting and finance areas of the Company, including regulatory filings with the Securities and Exchange Commission and Florida Public Service Commission, risk management, fiduciary duties for retirement plans, investment analysis, and involved with any mergers, acquisitions, or dispositions. He has been an expert witness for the Company on various accounting matters, testifying before the Florida Public Service Commission. George holds a B.S. in Business from Indiana University and is a Certified Treasury Professional (CTP). He is a member of the Association for Financial Professionals, Florida Natural Gas Association, Southeastern Electric Exchange, and The Executive Association of the Palm Beaches.

Gordon Skjeie has been in the international banking industry for over 18 years. He is a diversified Business and Systems Analyst; specializing in cash management products, project management and product development, which include application integration. He has managed and led projects both in a domestic and international environment including business re-engineering, application development, business process enhancements, ACH and EDI. He is a current CCM (Certified Cash Manager) and a member of the Association for Financial Professionals.

Jim Gilligan is Manager, Corporate Treasury at Great Plains Energy, Inc. and President, KLT Investments Inc., a subsidiary of Great Plains Energy, both located in Kansas City, MO. He served as Chairman of the 2006 Annual Conference Planning Task Force and as a Pinnacle Award judge. Jim was also a member of the Annual Conference Planning Task Force in 2004 and 2005. He has served as President, 3-term Treasurer and Conference Chair of the Kansas City AFP, and is a current member of its Board of Directors. Jim has been a member of the AFP Board of Directors since 2004 and serves on the Finance Committee. He has been a member of AFP since 1998.

Jeff Cappelletti is Corporate Treasurer for The Wackenhut Corporation in Palm Beach Gardens, FL. In addition to being a corporate officer of Wackenhut, Jeff serves as President of Titania Insurance Company of America; a Vermont based captive insurance company. He served on the 2006 and 2005 Annual Conference Task Force. In 2002 he served as a Pinnacle Award judge. He has been a member of AFP since 2001.

Jonathan "Jon" Kolb provides value-added services as the Treasury Management Officer for Physicians Financial Care. When it comes to efficient cash management, he is responsible for business development and relationship management. Jon is also responsible for developing new Treasury products and services. "I enjoy developing and providing products and services that will have a positive impact with the medical practices I work with. Being able to see how I've been able to contribute to my clients needs, make the job that much more rewarding." Mr. Kolb has eight years of experience in the banking industry. Before joining Barrington Bank & Trust Physicians' Financial Care, Jon worked with a large corporate bank as a Treasury Management Relationship Manager, serving clients with 1 million to 75 million in sales per year. Prior to that, Jon was responsible for overseeing all operations and growth of a bank's branch. Mr. Kolb is currently pursuing a degree in business administration, which he plans to complete by the summer of 2007. Additionally, Jon is an active member of the Association for Financial Professionals and is pursuing his Certified Treasury Professional certification. Jon is very ambitious and always strives towards excellence, both professionally and personally. He believes in making the most of his time while still delivering world class service to those around him. Jon enjoys real estate, so he holds a State of Illinois Real Estate license and participates in various real estate endeavors. Working on home improvements around the house is his expression of art; as he enjoys fixing things and taking on home improvement projects. Jon enjoys staying active and traveling, so he spends time exercising, walking his dog, enjoying the outdoors, and vacationing in Florida. He's also a die hard Chicago Bears ("Da Bears!") fan, and lives, eats, and sleeps Bears football during the winter months.

Jose E. Oller has over 30 years of entrepreneurial and management experience in marketing, strategic planning, customer service, advertising, sales and operations with large, multinational, as well as start-up and emerging organizations. Before starting his own practice as J E Oller Associates, Jose was Senior Partner and Global Transportation Practice Leader with LAI/TMP Worldwide, Executive Search. Prior to that, Jose was a Partner with Heidrick & Struggles and helped develop and lead their Global Aviation and Travel & Transportation Practice. After attending John Carroll University in Cleveland, Ohio, Jose returned to Puerto Rico where he began his extensive travel and transportation career in the shipping industry. As General Manager for Caribe Shipping in San Juan, Jose was responsible for all Supply Chain/Logistics, Passenger and Cargo Sales and Services for the Cruise Line Division. Jose joined Eastern Airlines where he held progressively more responsible positions for ten years. In 1978, he joined the team founding Midway Airlines in Chicago, Illinois; the first airline to be created after the 1978 deregulation of the industry, and was responsible for all sales, customer service operations, telecommunications, reservations and properties and facilities. He was recruited by Kimberly-Clark Corporation to start up Midwest Express Airlines in Milwaukee, Wisconsin. As Vice President of Marketing and Planning for almost ten years, he was responsible for strategic and fleet planning, scheduling, pricing, revenue management, advertising, sales, CRM/Loyalty marketing, cargo, reservations, distribution, in-flight, information technology, corporate communications, customer service and properties and facilities. The quality of customer service, operational reliability and financial success of Midwest caused Jose to be recruited by Greyhound Lines, Inc., where as Senior Vice President Marketing & Planning he led the turn-around effort to bring the company out of bankruptcy raising the post-bankruptcy value of the stock from $11 to $21 per share in less than six months. Jose has placed senior-level executives in the travel & transportation, and a variety of other industries, domestically and abroad. Jose is a member of the Council of Logistics Management (CLM) and the Association For Financial Professionals (AFP), and is on the board of Proclaiming The Gospel and The Center For Church Renewal, not-for-profit Christian ministries.

Maureen O'Boyle is Assistant Treasurer at Shaklee Corporation in Pleasanton, CA. She has served on the Government Relations Committee since 2002, and in 2005 spoke at the AFP Conference. From 1998 to 2001 Maureen served on the Peninsula TMA as Treasurer, Vice President and President, and in 1997 served as their Program Chair. Maureen also served as Secretary, Treasurer and Vice President of the San Francisco Treasury Management Association from 1988-1992. She has been a member of AFP since 1988.

Bobbie Eiseman is Director of Treasury at SunGard Data Systems Inc. in Wayne, PA. Bobbie serves as a member on the Policy Committee. Bobbie has been a member of the Government Relations Committee, and has served on the AN06, AN07 and AN08 Annual Conference Task Force. In 2007 and 2008 she served as a Pinnacle Award judge. Bobbie has been a speaker at the AFP Annual Conference in past years. She has served on her regional AFP of Philadelphia as Treasurer, Vice President and President. She has been a member of AFP since 2000.

Scott T. Lowry, Vice President and Treasurer of C. R. Bard, Inc. joined the company in 1992 and has held a succession of financial management positions within the treasury organization. He was appointed to his current position in April 2003. Previously, he worked in the treasury functions at AT&T Corporation and Burson-Marsteller. Scott holds a B.S. degree in finance from Villanova University and an MBA from the Stern Business School at New York University. He is a member of Financial Executives International, the Association for Financial Professionals and the New York Treasurers Group.

A senior associate, Susan is a Certified Treasury Professional (CTP) with over 15 years' experience in finance and treasury. Most recently, Susan worked at Freddie Mac, first as a BearingPoint consultant on various finance-related projects, then as a director in Single Family Mortgage Operations. She has also worked at Capital One and Fannie Mae. She has extensive experience in fixed income investments, capital markets and cash management. Susan's experience includes managing fixed income investments, managing middle office operations (trade confirmation, risk management and control), back office operations (trade settlement) and cash management. She has written board approved investment policies, documented procedures, and has also managed corporate pension assets (both defined benefit and defined contribution). She has implemented a Treasury workstation, managed banking relations and services, performed cash forecasting, and managed daily cash management functions at five Fortune 500 companies. She has also been involved in acquisitions and divestitures, performing due diligence field work and coordinating the integration of acquired companies. Susan has an MBA from the University of Texas at Austin. She also has an MA in French Literature from UT Austin and a BA in French and Russian from Oxford University, England. She is a member of the Association for Financial Professionals (AFP) and is a past president of the Greater Washington Association for Financial Professionals (GWAFP).

Todd C. Schermerhorn, Senior Vice President and Chief Financial Officer of C. R. Bard, Inc. joined the company in 1985 as a financial analyst. He has held a succession of financial management positions including Controller of the Vascular Systems Division, Vice President and Controller of the USCI Division, and Vice President and Group Controller-Cardiology. Before being appointed to his current position in April 2003, he served as Vice President and Treasurer of Bard. He received a B.S. in Accounting from the University of Lowell, an MBA from Babson College, and has earned the designation Certified Management Accountant. He serves as a Trustee of Somerset Medicine Center in Somerville, NJ. He is a member of Financial Executives International, the Institute of Management Accountants, and the Association for Financial Professionals.

Jeffrey Cheung is a seasoned banker with over 29 years of banking and sales experience. He has financed businesses and individuals across all sizes of markets from professional firms; small business to large corporate financings. He has been a forerunner in the development of key market strategies ranging from private banking, the not for profit market, contractor financing and deposit niche segments. He has assisted both companies and financial institutions to stream line their treasury management functions and he has led The Bank of California, Union Bank of California and California Bank & Trust in the development and sales of innovative cash management products and services. Jeff's key strengths lie in his ability to actively listen and communicate with his clients. He has assisted companies and not for profits in re-structuring their debt arrangements, negotiating more effectively with their bankers, assisting with acquisitions and uncovering more effective treasury management solutions. He brings a wide variety of experiences to his clients based upon his financial, treasury management and sales background. He is a graduate of Indiana University with a BA in Psychology and Economics and an MBA-Finance. He is a certified cash manager and member of the Association for Financial Professionals. Most recently, he was Executive Vice President and Regional Corporate Director for California Bank & Trust where he managed the retail, private banking and corporate lending activities in Northern California and Corporate Marketing and Cash Management Sales and Product Management on a bank-wide basis.