6th Annual Innovations in Trade Finance Solutions

Event Review

Trade and supply chain leaders from the North American market gathered in New York on June 9th for Exporta's 6th Annual Innovations in Trade Finance Solutions Conference, which took place at the Millennium Broadway Hotel.

Taking place at the heart of the world's economic centre, discussions centred on new approaches being adopted in times of tight liquidity, the importance of banks and corporates working more closely together, comparisons between various supply chain platforms and the role of private insurers within the post-crisis landscape.

Among the various presentations, networking sessions and panel discussions taking place was a corporate panel discussion, which included the likes of Caterpillar and Siemens and which focused on the corporate lessons learnt in supply chain management over the last two years and the role of banking partners in helping to sustain suppliers and manage risk.

Sponsored by J.P. Morgan, the conference welcomed over 100 leading trade and export finance figures, including senior bankers, corporates, private insurers, multilaterals, legal experts and third party supply chain technology providers.

Description

As Exporta's primary event for the US market, we return to New York in June for our 6th Annual Innovations in Trade Finance Solutions 2010 Conference. This event will welcome the leading trade and export finance figures to assess the regional economic outlook and discuss the important role of trade in aiding the ongoing process of recovery from the 2008 low.

Welcoming a healthy mix of trade bankers, corporate finance leaders, insurers, lawyers, consultants and technology providers, the conference will incorporate informed case studies, lively panel discussion, informal networking breaks and an evening reception. During the conference attendees will discuss and debate those solutions best suited to effectively serving the interests of the global supply chain, whether they be provided by banks, special solution providers or indeed within existing corporate infrastructure.

Topics to be discussed:

• Reflections on the impact of the global liquidity crisis on the supply chain
• How have banks and corporates sought to work together to overcome various challenges?
• Identifying the weak links in the corporate supply chain
• Assessing the merits of the various SCF platforms available in the marketplace
• Incorporating cash management capabilities into global trade and supply chain platforms
• Emerging markets: maintaining competitive advantage within the supply chain
• Changing priorities: the movement away from risk mitigation to optimisation of working capital
• How quickly are private insurers emerging from the crisis and how has the landscape changed?

Who should attend?

• Local and international banks
• Financiers
• Exporters/Importers
• Commodity traders
• Solution providers
• Insurers
• Lawyers
• Consultants
• Export credit agencies
• Multilaterals

Brochure

Programme

08.50 Chairman’s opening remarks
Mike Quinn, Managing Director, Product Management, Global Trade, J.P. Morgan

09.00 Considering the day’s agenda
Daniel Cotti, Global Trade Executive, J.P. Morgan Treasury Services

09.10 Economic outlook: Trade finance in North America
James Glassman, Managing Director, Senior Economist, J.P. Morgan

• Current trends, patterns and challenges
• Key growth indicators
• Progress report on recovery

09.40 Panel discussion: Is the end in sight for the recession?
Moderator: Donna K. Alexander, Chief Executive Officer, Baft-Ifsa
Bonnie Galat, Head of Marketing & Distribution, GTFP, International Finance Corporation (IFC)
Bruce Proctor, Trade & Supply Chain Product Executive, Bank of America Merrill Lynch
Steve Elson, Managing Director, Supply Chain Finance, Wells Fargo
Matthew Frohling, Director, Global Trade Product Manager, Supplier Finance, Citi
 

• Reflections on the impact of the global financial crisis on the supply chain
• How have banks and corporates sought to work together to overcome various challenges?
• New approaches being adopted in times of tight liquidity
• The role of multilaterals in filling gaps in liquidity
• Where does this leave Basel II and what does the future hold?

10.40 Networking break

11.10 Panel discussion: Corporate lessons learned in supply chain management during the financial crisis
Moderator: Mike Quinn, Managing Director, Product Management, Global Trade, J.P. Morgan
Rob Donza, VP Project & Export Finance, Siemens
Andrew Tanabaum, CEO, Capital Business Credit LLC
Rich Moore, Supplier Risk Management, Corporate Treasury, Caterpillar

• New approaches to plugging liquidity gaps
• Weakest links in corporate supply chains
• How have banks helped sustain suppliers and manage risk?

12.10 Case study: A working capital success story
David Peraino, Managing Director, Order-to-Pay Product Executive, J.P. Morgan
Jonathan P. Ridgwell, Vice President & Senior Finance Operations Manager, J.P. Morgan

• Helping companies replace paper processes with a self-service supplier portal
• Streamlining invoices, payments and improving liquidity
• Automating payables operations, ensuring a stable supply chain and achieving more accurate insight into payment liabilities

12.55 Lunch

14.15 Supply chain innovation: how far have we got?
Moderator: Mike McDonough, Managing Director & Head, Global Trade Product Management, BNY Mellon
Christopher Conn, Regional Solutions Manager, Supply Chain Services, Swift
Rob Grzeszczak, President, Norman Technologies
Brian Edmondson, Principal Solution Consultant, Trade Services, Misys
Ken Mizera, Senior Vice President of Business Development, TradeCard
Robert Kramer, Vice President, Working Capital Solutions, PrimeRevenue
Cynthia Worley, Head of New Markets, Electronic Shipping Solutions

• Assessing the merits of the various SCF platforms available in the marketplace
• Shared experiences on how best to increase speed to market
• Incorporating cash management capabilities into global trade and supply chain platforms
• Changing priorities: the movement away from risk mitigation to optimisation of working capital

15.15 Networking break

15.45 Facilitating export trade through the use of LCs
Danielle Austin, Export Trade Associates, Export Trade Associates 

• Partnering with banks and utilising correspondence networks and online amenities
• The importance of LC instructions and the impact of incoterms
• UCP 600: what is it and how does it work?
• Educating exporters and reigniting the economy through investment

16.15 Risk appetite: are people now ready to share?
Moderator: Alex Lotocki, Specialist Underwriter, IOA Re
Agnes Alderson, Vice President, Ace Political Risk & Credit
Corina Monaghan, Vice President, Trade Credit and Political Risk, Aon
Mike McDonough, Managing Director & Head, Global Trade Product Management, BNY Mellon
Bruce Proctor, Trade & Supply Chain Product Executive, Bank of America Merrill Lynch

• How quickly are private insurers emerging from the crisis and how has the landscape changed?
• Tracking the change in dynamic between banks and other providers
• How have other actors such as ECAs assisted during this difficult period?
• Assessing how corporates are positioning themselves and what risks they are prepared to cover
• How do different private insurers perceive a transaction?

17.15 Concluding remarks and close of conference

Venue

Accommodation

Delegates are responsible for the arrangement and payment of their own travel and accomodation.  Upon registering Exporta will provide further accomodation details.

Sponsors

Sponsorship opportunities including exhibition stands are available for this event.

To become a sponsor, please contact Tom Whitehead, Head of Sponsorship Sales at twhitehead@exportagroup.com.

Exporta's events have a global reputation, renowned for superb networking opportunities and educational presentations by high-profile speakers.

Time after time our events attract the leading companies in our market as sponsors.

See below for a full list of our Event Sponsors, Institutional Partners and Media Partners and click on the logo to visit their web site. 

Delegate Packs