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HomeConference Speakers


2017 CONFERENCE Speaker BIOs


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Keynote | Jennifer Hazelton, CFO, Houston Livestock Show and Rodeo
Keynote | Jennifer Hazelton, CFO, Houston Livestock Show and Rodeo


Jennifer Hazelton is the Chief Financial Officer of the Houston Livestock Show and Rodeo™ where she is responsible for the Accounting, Membership and Educational Programs departments. In 2013 she was named the Houston Business Journal’s Best CFO of the Year – Non Profit. Jennifer holds a BA in Business Administration with a concentration in accounting from the University of Richmond in Richmond, Virginia. She is a licensed CPA in Virginia and Delaware. Through the Show’s Educational Programs Department, almost $25 million in scholarships, grants and premiums to exhibitors annually. Historically, the Show has committed more than $430 million to the youth of Texas. More than $190 million of that was for scholarships for more than 17,000 students.

Education has always been a passion of Jennifer’s. She is on the board and is the treasurer of the National Scholarship Providers Association and is a founding member and Co-Vice President of Volunteers for the Barbara Bush Houston Literacy Foundation’s Ladies Guild. In addition, she serves on the advisory board and audit committee of the Neuhaus Educational Center, the board of Small Steps Nurturing Center, and is a trustee of the Pi Beta Phi Foundation.  




 


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Doug Moore, IT Manager, RAS
Doug Moore, IT Manager, RAS


Doug is a Manager for BDO USA, LLP. His professional certifications include: Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP) and Qualified Security Assessor (QSA).
Doug has over 20 years of auditing, business analysis/accounting, and technology consulting experience serving public and private –small, mid-sized, and large, global entities in the energy, technology, financial, chemical, pharmaceutical and manufacturing industries. He has performed and managed IT risk assessments, IT audits, Sarbanes-Oxley compliance, Cybersecurity/control assessments, PCI compliance, policy/standard development, third party vendor risk assessment, SOC reporting, IT consulting projects and integrated internal audits domestically and globally in a variety of sectors. He has led numerous information technology general control (ITGC) and application audits and reviews of various platforms, including Windows and Unix/Linux, and SAP, and he has experience in the utilization of the COSO and COBIT control frameworks and the North American Electric Reliability Corporation (NERC) Reliability Standards. Doug also has experience leading software selection processes and performed some GLB testing.



 

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Katherine Scholl, Senior Vice President, Zions Bancorporation
Katherine Scholl, Senior Vice President, Zions Bancorporation


Katherine graduated summa cum laude from the University of Nebraska at Kearney with a Bachelor of Science in Journalism Mass Media.  She moved to Houston in 2007 and changed professions, joining Post Oak Bank, N.A.  She served in a variety of capacities, eventually managing the Treasury Department for the Bank.  She attended the Glasscock School of Continuing Studies at Rice University where she studied for and received her Certified Treasury Professional certification.  Katherine joined Zions Bancorporation in 2016, where she currently serves as Senior Vice President over Product Management for the Corporate Treasury Management department.  She completed the Southwestern Graduate School of Banking program, graduating with honors in 2016, having received multiple scholarships, and currently serves on the Alumni Board.  When she isn’t working, she enjoys spending time with her husband and three children.

Zions Bancorporation operates approximately 500 banking offices in ten Western and Southwestern states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, Texas and Washington.




 

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Brook Ballard, Treasury Manager, Cheniere Energy
Brook Ballard, Treasury Manager, Cheniere Energy


Brook Ballard is a Treasury manager for Cheniere Energy.  Before recently joining Cheniere, Brook spent four years as the Assistant Director of Treasury Operations for AIG. He is a past president for HTMA and chair of TEXPO.  He sits on the board of the Alliance of Texas Treasury associations (ATTA), the governing body for TEXPO.  Brook graduated from Sam Houston State University with an MBA in Finance and an undergraduate degree in International Business and Economics.



 

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Bob Callahan, Director, Redbridge Debt & Treasury Advisory Services
Bob Callahan, Director, Redbridge Debt & Treasury Advisory Services


Bob has almost 20 years of global finance experience. In the 1990’s, he made equity markets for Fidelity Investments before moving to a Frontier/EM debt hedge fund. In 2010, Bob launched and managed a large NY fixed income dealer desk. Most recently Bob has been a global consultant to senior corporate finance executives. Bob holds a B.A. from UT, Austin in Economics & English Literature, and a Master’s degree from Columbia, with a focus on international finance and business.



 

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Dominick Della Penna, Director, Digital Platforms Americas, Standard Chartered Bank
Dominick Della Penna, Director, Digital Platforms Americas, Standard Chartered Bank


Dominick recently joined Standard Chartered Bank as Director of Digital Platforms responsible for the bank’s Client Access channels and Innovation agenda in the Americas. He has 30+ years of Treasury Management experience in the banking sector and as a corporate practitioner. Prior to Standard Chartered Bank, Dominick held various positions over the past 15 years at Deutsche Bank and Capital One Bank in Product Management, Sales and Technical Implementations. Before entering the banking sector, Dominick was responsible for the Cash and Treasury Management operations at Marubeni America Corporation and Dean Witter Reynolds, Inc.
Dominick earned a Bachelor of Science in Management/Finance Concentration from Rutgers University. He currently holds various certifications including:
• CTP (Certified Treasury Professional) – Association for Financial Professionals June 1996
• Certified SWIFT for Corporates Specialist September 2011
• Resultek Certified – Product Management May 2012
• Certified Scaled Agile Framework Product Manager/Product Owner (SAFE PM/PO) December 2014





 

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Brandon Parke, FX Trading and Research, ‎GPS Capital Markets, Inc
Brandon Parke, FX Trading and Research, ‎GPS Capital Markets, Inc


Brandon Parke has over 20 years of experience in various facets of international banking such as FX transaction structuring, international payment flows and sales team management. He spent the early part of his career as a Registered Options Principle working for Fidelity Investments in their Private Wealth Management Group. His main focus was on Structured Equity Products and hedging investment portfolios. For the past 11 years at GPS Capital Markets he has worked closely with multi-national companies to provide strategic foreign exchange strategies to enhance international operations. He currently overseas the North American Sales team.  Brandon holds a BA degree in Finance and CFP designation. He enjoys spending time in the mountains with his family - hobbies include biking, skiing, hiking and generally anything to do with the great outdoors.





 

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Tarek Elyafi, Managing Director, Standard Chartered
Tarek Elyafi, Managing Director, Standard Chartered


Tarek El-Yafi, Managing Director, joined Standard Chartered in 2009 and is currently US Transaction Banking head for Oil and Gas and Development Organization clients. Tarek’s role is to lead the origination and account management for clients in these two US industry segments with the primary purpose of offering Trade and Cash management solutions to within Standard Chartered’s core markets in Asia, Africa and the Middle East.


Prior to this role, Tarek was Global Head for Liquidity Management, Account Services and Cash Transformation. Tarek’s responsibilities include innovation, development, deployment and commercialization for Liquidity Management and Account Services products globally along with delivering new capabilities across payments, collections, billing/pricing, structural deposits and liquidity management. Prior to this, Tarek was Global Business head for Cash Payments where he was responsible for banks cross-border & domestic payment capabilities along with driving new FX solutions across Transaction banking.  

Before joining Standard Chartered, Tarek spent thirteen years with Citibank in New York and Texas in product management, sales and relationship management roles. Tarek earned an MBA with honors, and a Bachelor of Science in Electrical Engineering, from the University of Texas at Austin.

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Mary Murray, Group Executive Vice President, Amegy Bank of Texas
Mary Murray, Group Executive Vice President, Amegy Bank of Texas


Mary I. Murray joined Amegy Bank of Texas in 2007, and has over 40 years of experience in banking.  As Group Executive Vice President, Mary is responsible for managing Treasury Management sales and operations throughout Amegy’s footprint.  She is also responsible for Zions Bancorporation’s Enterprise Foreign Exchange group, Enterprise Retirement Solutions, Correspondent Banking and Corporate Investments. 

At Amegy, Mary serves on the Executive Council, Management Committee, Risk Committee, and Women’s Initiative Committee.  She has served as a mentor in the Bank’s mentoring program for six years.  

Prior to joining Amegy Bank, she held various leadership roles at JPMorgan Chase for over 25 years, including leading the company’s nationwide treasury management middle market and small business sales teams.  She is a frequent speaker on treasury management topics across the country.  She is on the KPMG Risk Council and served as a Contributor on Fraud Prevention to Texas Business Radio.  Mary received her degree in Finance from the University of Houston and is a Certified Treasury Professional.

Mary served as the Chairman of the Board of Directors of Big Brothers Big Sisters of Greater Houston 2013-2014 and remains a board member.  She serves on the Executive Board for Big Brothers Big Sisters Lone Star.  Mary is a Big Sister and a Mentor in BBBS’ Mentor2.0 program.    Mary is on the United Way’s Women’s Initiative Steering Committee and serves on the United Way’s Education Council.  She is on the Board of Directors for Souper Bowl of Caring and is a graduate of Leadership Houston’s Class XXXII.




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Melissa Kuhlman, Vice President and Know Your Customer (KYC) Manager, JPMorgan Chase & Co.
Melissa Kuhlman, Vice President and Know Your Customer (KYC) Manager, JPMorgan Chase & Co.


Melissa Kuhlman is a Vice President and Know Your Customer (KYC) Manager at JPMorgan Chase & Co. She manages a team of KYC Officers serving Commercial Bank clients, based primarily in Chicago, IL. Melissa has been with JPMorgan Chase since December 2012, and has served as a KYC Officer, a Senior Compliance Officer/Team Lead, and an AML Investigator. Prior to joining JPMorgan Chase & Co., Melissa worked at the Institute of International Finance in Washington, DC and was a Peace Corps Volunteer in the Republic of Georgia.  She graduated with a BA in International Affairs and Russian Language from the George Washington University and holds an MA from the School of Foreign Service at Georgetown University. 




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Theresa Clements, Senior Vice President and Treasury Insights Consultant, Wells Fargo
Theresa Clements, Senior Vice President and Treasury Insights Consultant, Wells Fargo


Theresa Clements is a Senior Vice President and Treasury Insights Consultant located in San Diego covering our large corporate Healthcare, Energy and Utilities verticals.  Her expertise is around ERP integration, process change and reengineering.  Theresa helps clients set a strategy and a plan to carry out their integration with the bank.  Theresa has been in the financial services industry for more than 17 years, 10 of which with Wells Fargo.  Theresa studied and received a BS in Business Administration with an emphasis in Marketing from the University of Northern Colorado. 


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Bille Hoppe, Vice President of Business Development, ICD
Bille Hoppe, Vice President of Business Development, ICD


Bill joined ICD in March 2017 as Vice President, Business Development. He is responsible for relationship management in the South and Southwest. 

Bill has over 30 years of experience in the financial services industry. Prior to joining ICD, he served as Managing Director at BNYMellon where he worked with leading institutional money managers to assist corporations, public funds, insurance companies, foundations and banks in managing their liquidity needs.  Prior to joining BNYMellon, Bill was employed with Arrowhead Financial, Invesco and Citicorp. Bill also served as Chairman of the Investment Company Institute (ICI) Money Market Fund Committee from 2007 to 2010.

Bill has a BBA from Sam Houston State University and holds FINRA Series 7, 24 and 66 licenses. 



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Mark Sorg, SVP, Solution Sales Officer, Wells Fargo
Mark Sorg, SVP, Solution Sales Officer, Wells Fargo


Mark is a member of the Wells Fargo TM Insights Group, an internal consulting team focused on delivering insights and guidance on payment ecosystems and best practice integrated procure-to-pay and order-to-cash processes.

Mark joined Wells Fargo in 2014 with over ten years of Treasury Management experience. Prior experience consisted of various sales management and leadership roles within the pharmaceutical and electronics industries.

Mark received a Bachelor of Science in Business Administration from Butler University in Indianapolis, Indiana and is a Certified Treasury Professional.  Mark also holds a Private Pilot’s License.





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Pam Cerny, Payments Outreach Analyst, Federal Reserve Bank of Dallas
Pam Cerny, Payments Outreach Analyst, Federal Reserve Bank of Dallas


Pam Cerny, AAP, CTP, is a Payments Outreach Analyst at the Federal Reserve Bank of Dallas. As a payments professional with over 16 years of experience, she is dedicated to keeping payments industry stakeholders informed on emerging trends in payments through various Bank outreach activities.   
Prior to joining the Bank in June 2016, Pam served as the Director of Training for SWACHA, a member-based Regional Payments Association.  During her tenure, she oversaw the design and execution the association’s electronic payments training programs and was an active participant on a number of industry workgroups at both the national and regional level.
Born and raised in New Mexico, Pam was a Presidential Scholar at The University of New Mexico and received her Bachelor of Business Administration in Human Resource Management and General Management in 1991.  She went on to receive a Master of Business Administration in General Business from Texas Tech University in 1999.


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Bill Garrett, Director, Bank of America Merrill Lynch
Bill Garrett, Director, Bank of America Merrill Lynch


Bill Garrett is a director at Bank of America Merrill Lynch’s Rates & Currencies Origination Team in Houston. He works with clients to help understand and manage the risks associated with interest rates and currency movements. Bill joined Bank of America Merrill Lynch in 2010 from JPMorgan. He is responsible for client coverage in the Greater Texas, South Texas and Oil & Gas regions. 
 
Bill holds an MBA from Tulane University and a bachelor’s of business administration in finance and real estate from Baylor University. 




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Jose Gomez, Cash Management Advisor, DNB Bank ASA
Jose Gomez, Cash Management Advisor, DNB Bank ASA


Jose Gomez, CTP is a Cash Management Advisor at DNB Bank ASA. He has been in treasury management since 1982 and has worked for several major financial institutions. He has experience in foreign exchange, correspondent banking and the energy industry. Jose was a permanent CCM and transitioned to the CTP certification.

Jose earned his BBA in Marketing from Pace University in New York. 





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Mark F. Weiss, Vice President, Federated Investment Management Company
Mark F. Weiss, Vice President, Federated Investment Management Company


Mr. Weiss is responsible for portfolio management and investment research in the fixed-income area concentrating on taxable money market instruments.  He has received the Chartered Financial Analyst designation and holds a B.A. and M.B.A. in Finance from the University of Pittsburgh.  

Professional affiliation: Member, CFA Society of Pittsburgh.