Date: May 31, 2018

Innovators in Finance: From Reactive to Predictive Treasury (X)

Session Description

Cloud computing, artificial intelligence, and big data are changing the treasury function, often in ways we hadn't expected. Modern treasury teams are able to use data insights to look forward rather than backward, predicting trends, improving forecasting and being better prepared for change.

This session draws on the experience of corporate treasurers to offer a template for the modern, data-driven treasury, and examines how the bank of the future will need to adapt to serve their needs.

By the end of this session, delegates will have a better understanding of the possibilities opened up by technological change and how they can take advantage of them.

Speaker Information

Simon Lloyd joined Bank of America Merrill Lynch in 2006 as a Treasury Solutions officer for middle market teams and has experience across mid-corporate, product management and commercial banking. In delivering global treasury solutions, Simon manages relationships for general industries and technology driven companies throughout the northeast across all stages of the lifecycle (venture, private and public) for services in the Americas, EMEA and Asia Pacific.

Simon has a BS in Accounting and Information Systems from Babson College and an MBA in Corporate Finance from Boston College.

Greg Michaelson is the Director of DataRobot Labs, an R&D group focused on developing data science applications in a business context. Prior to that, he led the data science practice at DataRobot, working clients across the world to ensure their success using the DataRobot platform to solve their business problems. Prior to joining DataRobot, Greg led modeling teams at Travelers and Regions Financial, focusing on pricing and risk modeling.

Greg earned his Ph.D. in applied statistics from the Culverhouse College of Business Administration at the University of Alabama.

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