Date: May 31, 2018

The Value of Networking: Three Perspectives (I)

Session Description

Navigating your career is more important than ever as the pace of marketplace changes requires new skills, stronger networks and an open mind. Learn how to better manage your career journey via:

  • Networking
  • redefining and rebranding yourself
  • leveraging technology to help build a 21st century career. 

 

Our panel discussion will focus on the perspectives of a bank provider; a former banker and current executive recruiter to the banking community and a corporate practitioner. Each will discuss their career progression and career advancement with insights as to what worked, what didn’t work, and how they overcame obstacles. 

 

 

Speaker Information

James Gilligan is Assistant Treasurer for Great Plains Energy (“GPE”), the holding company of Kansas City Power & Light Company (KCP&L) and several wholly owned non-regulated subsidiaries with 2014 operating revenues in excess of $2.5B. He currently has responsibility for cash management and corporate finance functions of GPE and its subsidiaries. Jim has been employed by GPE, or one of its affiliated companies, for over 33 years.  He joined KCP&L as a Financial Analyst in 1982, was later named Supervisor, Credit & Collection; then Manager, Treasury Operations. He then moved to KLT, where he was responsible for evaluating, structuring and conducting due diligence on new business ventures. He was later promoted to Treasurer of KLT and its subsidiary companies and named President of KLT Investments, which invested over $100 million in affordable housing. Jim returned to KCP&L as Senior Manager, Corporate Treasury in 2000 with KCP&L’s re-organization into a consolidated holding company structure and the formation of Great Plains Energy.  He was named Assistant Treasurer in 2012 

 

Jim graduated Cum Laude from the University of Missouri with a BS in Business Administration – Marketing and an MBA in Finance. He holds the professional designations of Certified Treasury Professional (CTP) and Certified Corporate Financial Planning & Analysis Professional (FP&A). He is active in the Association for Financial Professionals (AFP), having served 8 years as a member of the Board of Directors, 2 years as Vice-Chairman & Treasurer.

 

Lynne Marlor is the Managing Director of Business Development for the Americas within Treasury Services. Lynne was previously head of the Corporate team within BNY Mellon’s Treasury Services area.  

 

Lynne joined BNY Mellon in 2003 after spending several years at First Chicago (now part of JPM Chase).  Lynne joined First Chicago’s credit training program and spent time as a commercial banker in the Midwest.  She then moved into the Cash Management Consulting group where she supported major financial services companies nationwide.  Lynne continued her career throughout the merger of First Chicago and Bank One as the sales manager of the Financial Services sector for Boston and New York markets.  

 

Lynne is the past president of the New England chapter of the Association of Financial Professionals (NE-AFP) and a nationally-known speaker on several treasury topics.

 

Lynne has a BSBA from Boston University and an MBA Magna Cum-Laude from Suffolk University. 


Nicole Meyer is Founder and Managing Partner of The Meyer Partnership, a financial services executive search firm. Nicole has over twenty years’ experience in Transaction and Corporate/Commercial Banking, having spent the majority of her career at Citibank, most recently as Managing Director/Team Leader for Citibank’s North American Financial Institutions Cash Management sales team. During her tenure at Citibank Nicole’s roles ranged from business development to Implementation Head for e-Banking Solutions to North American Cash & Trade Process Re-engineering Head. Prior to working at Citibank, Nicole worked for The First National Bank of Chicago and Shawmut Bank Boston.

Nicole’s search experience includes hiring mid and senior-level executives for roles ranging from the Global Head of Transaction Banking, to the Heads of Regions and Countries, Heads of Product, Sales, and Service, and Heads of Operational Risk. Her expertise is in the areas of Cash Management and Liquidity, Trade Services and Finance, Working Capital and Supply Chain, Securities Services, and Corporate and Commercial Banking. Given the natural extension of the payments business, Fintech and Digital mandates are on the rise and The Meyer Partnership is deeply involved in this growing sector.

She began her head hunting career in 2007 at The Rose Partnership in London as Head of the Corporate and Transaction Banking Practice.

Nicole is a frequent speaker at banking conferences and Client Forums, addressing audiences on the topics of Networking to Improve (your) Brand, Interview Skills, Writing Impactful Resumes, Career Transitions, and How to Work with Headhunters. She has also been invited to lead workshops on the topics of Interviewing and Managing your Career by clients and prospective clients such as Deutsche Bank, Bank of America, Zions Bank, and JP Morgan.

Nicole has an undergraduate cum laude degree in Economics and French from St. Lawrence University, and an MBA with Honours from The Wharton School at the University of Pennsylvania. She was formerly Series 7 licensed (General Securities License, Registered Representative in New York) and holds dual citizenship with the UK and US.

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