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SWIFT for Corporates
Wells Fargo Bank
2260 Butler Pike
Plymouth Meeting, PA 19462
Wednesday, October 17, 2018, 11:30 AM - 1:30 PM EDT
Category: Events

Did you know….?

 In the latest Global Payments Survey* conducted by Strategic Treasurer, almost 40% of corporate respondents indicated they use SWIFT for bank connectivity (vs. 28% for host-to-host), citing cost savings and security as their two highest priorities for choosing that channel.

 Interested in how your company and your PAFP peers stack up?

Join us for the answer to this question in an informative session entitled SWIFT at Your Service: Spotlight on Corporates, presented by Will Liu, Regional Manager for SWIFT, and Adrienne Terpak, VP & Segment Manager, TD Bank.

 Session Description:

 As corporate treasury's strategic role continues to evolve, there is mounting pressure to achieve greater operational efficiencies, while tackling regulatory and compliance requirements. New initiatives underway in the payment industry could simplify treasury processes, help mitigate fraud and improve straight-through processing. Learn how SWIFT and its member banks are providing support to corporates for payment and information security as well as speed, convenience and transparency of payment settlement. The discussion will also include a review of connectivity and messaging options, SWIFT gpi, and the 2020 strategic initiative.

 *Survey demographics: Of 316 respondents, 75% were corporates (v. banks) operating in a wide variety of industries; over 80% were operating in more than one country; nearly 20% of respondents' companies had annual revenues below $100 million and another 34% between $100 million and $2.5 billion.


Will Liu, SWIFT

Will Liu is a Regional Manager for SWIFT with diverse accounts covering multi-national banks to Corporates based on the East Coast. Will is currently dedicated to providing deeper education around SWIFT offerings and how it can provide greater cash management and payment initiation optimization while achieving both cost savings and standardization. Prior to joining SWIFT, Will worked as a relationship manager and liquidity specialist for large corporate clients at J.P. Morgan. He graduated Cornell University and lives in Brooklyn, NY.

Adrienne Terpak, TD Bank

Adrienne started her career as a corporate treasury practitioner and held senior management positions at Prudential Financial and Sharp Electronics Corporation, with responsibility for Treasury Operations, Accounts Payable and Accounts Receivable. She joined TD Bank in 2013 and currently manages the Corporate and Specialty Banking (CSB) Segment for Treasury Management Services, directing the growth strategy for large Corporates, Corporate Real Estate, Asset-Based Lending and Dealer Commercial Services. She holds an MBA in Finance from Seton Hall University and a B.S. in Spanish/Business Administration with Honors from The Pennsylvania State University. Adrienne has presented at the NACHA Payments Conference, CFO Treasury Management Summit, New York Cash Exchange and Philadelphia AFP on topics including corporate payment strategy, payment fraud & cyber security, SWIFT and treasury management system integration.


This meeting has been certified for 1.2 CTP credits.

Reminder: Members are welcome to attend free of charge.  Guests are welcome to attend, and the fee is $35.

Contact: Chuck Stanbach [email protected]