2025
TREA$URY INITIATIVES
FALL LEARNING DAY
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DATE - TIME - LOCATION
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Tuesday
September 23, 2025
11:30 a.m. - 6:00 p.m. ET
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Desmond Hotel
One Liberty Blvd
Malvern PA 19355
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AGENDA
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11:30 A.M. - 12:40 P.M. REGISTRATION/LUNCH/NETWORKING
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12:50 P.M. - 1:50 P.M. SESSION ONE
KEYNOTE PRESENTATION
Leading Through Adversity
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Ed Bogan
Founder
Institute for the Study of States of Exception
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2:00 P.M. - 2:50 P.M. SESSION TWO
Culture Shock: Why Treasury’s Vendor Onboarding Blind Spot is a Fraud Risk You Can’t Ignore
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Brian S. Anderson
Executive Leader
Treasury, Payments & Strategic Partnerships
PaymentWorks
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3:00 P.M. - 3:50 P.M. SESSION THREE
The Future of Work with AI
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Drew Morrisroe
Founder & CEO
CTN Solutions
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4:00 P.M. - 5:00 P.M. SESSION FOUR
Trends in Corporate Treasury
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Jacob Novich
Senior Manager
Deloitte Consulting LLP
Banking & Capital Markets
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Ehren Moeller
Senior Manager
Deloitte & Touche LLP
Finance Transformation – Controllership & Treasury
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Adrianna Oliver
Consultant
Deloitte & Touche LLP
Finance Transformation – Controllership & Treasury
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5:00 P.M. - SOCIAL HOUR/HAPPY HOUR/NETWORKING
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REGISTRATION FEES
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Membership + Trea$ury Initiatives Learning Day:
there is no fee to attend. Registration to the Fall Learning Day is included as a benefit of your membership.
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Membership Only:
Early Registration
(through August 23, 2025)
extended through September 19, 2025
$175
Registration
(after August 23)
after September 19
$195
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Guests/Non-Members:
Early Registration
(through August 23, 2025)
extended through September 19, 2025
$225
Registration
(after August 23)
after September 19
$250
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SPONSORS
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PRESENTATION DETAILS
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1:00 P.M. - 1:50 P.M. SESSION ONE
KEYNOTE PRESENTATION
Leading Through Adversity
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Ed is a retired senior CIA Operations Officer with 24 years of leadership in global intelligence and risk operations. He led high-stakes missions as Chief of Station and Chief of Base across South Asia, the Middle East, Africa, and Europe, including multiple conflict zones.
A recipient of the CIA’s Distinguished Intelligence Medal and other top honors, Ed is known for delivering strategic insight, managing operational risk, and driving execution in volatile environments.
His expertise in covert programs, cross-border collaboration, and strategic planning offers a unique perspective on decision-making under pressure—skills highly relevant to corporate treasury and financial risk management.
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Ed Bogan
Founder
Institute for the Study of States of Exception
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2:00 P.M. - 2:50 P.M. SESSION TWO
Culture Shock: Why Treasury’s Vendor Onboarding Blind Spot is a Fraud Risk You Can’t Ignore
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Treasurers and finance leaders often focus on optimizing cash flow, forecasting, and managing payments, yet many overlook a critical cultural blind spot—vendor onboarding and management. This session will expose how treasury’s disengagement from this process creates organizational risk, fosters inefficiencies, and weakens financial controls.
Attendees will explore how an organization’s culture around vendor management can either mitigate or accelerate fraud risks, impact payment strategies, and influence financial resilience. We’ll discuss real-world fraud cases, the hidden costs of poor onboarding practices, and actionable steps to drive cultural change within treasury and finance teams.
Brian Anderson is a senior financial executive with 30+ years leading innovation in payments, treasury, and digital product strategy. At PaymentWorks, he manages strategic bank partnerships, aligning sales, product, and marketing to accelerate partner-driven growth.
Previously, Brian spent nearly two decades at J.P. Morgan Chase, rising to Managing Director and Head of Commercial Banking Payments & Digital Product Solutions. He led high-impact teams to drive double-digit product sales growth, modernize digital infrastructure, and champion fraud prevention initiatives. He also served in executive roles overseeing business management, analytics, and treasury sales.
Brian began his career at Voya Financial and Liberty Bank, earning accolades including the Alexander Hamilton Award. He holds an MBA in Finance from Rensselaer Polytechnic Institute, and has held Series 7 & 63 and CTP certifications.
He serves on the board of GRACE (Global Relief for Crises and Emergencies) and previously contributed to community initiatives including the J.P. Morgan Service Corps (2014).
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Brian S. Anderson
Executive Leader
Treasury, Payments & Strategic Partnerships
PaymentWorks
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3:00 P.M. - 3:50 P.M. SESSION THREE
The Future of Work with AI
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Artificial Intelligence is no longer a distant possibility — it is reshaping the way organizations operate, how teams collaborate, and the skills leaders must cultivate to thrive. In this presentation, Drew Morrisroe will explore how AI is transforming the workplace, the opportunities it creates for efficiency and innovation, and the new risks it introduces for executives, boards, and employees alike.
Drawing on more than 30 years of leadership in technology, cybersecurity, governance, and business strategy, Drew will provide a forward-looking perspective on what executives and professionals must know to stay competitive and compliant. Attendees will gain insights into:
- The ways AI is redefining talent, trust, and teamwork in organizations.
- How executives can embrace AI responsibly while navigating compliance and risk.
- Practical strategies for leveraging AI to drive growth and operational excellence.
- The leadership mindset required to guide teams through disruption and change.
Blending business acumen, technological expertise, and governance experience, Drew will leave audiences with both a clear vision of the AI-driven future of work and actionable strategies they can implement today.
Drew Morrisroe is a seasoned entrepreneur, board leader, and speaker with over 30 years of experience in business, governance, and global service. He is Founder and CEO of CTN Solutions, a cybersecurity, compliance, and technology firm recognized on the Inc. 5000 and Philadelphia 100 lists. Since 1997, he has led CTN’s growth into a trusted partner for clients across industries in the U.S. and abroad.
Drew has held leadership roles on numerous boards, including Chair of the Board of Trustees of Thomas Jefferson University & Jefferson Health, a $15B academic health system with over 70,000 employees and 10M patients annually. He also chairs the MidAtlantic Employers’ Association, serves as a director of several private companies, and is Founder and Managing Partner of LQSA Partners, an investment firm in technology, finance, and healthcare.
Committed to humanitarian and civic leadership, Drew founded the American Balkan Leadership Enterprise (ABLE), advancing economic development in post-conflict regions. He has worked extensively in Europe and the Middle East on community rebuilding, youth leadership, and peace initiatives.
Drew holds a BS in Information Systems and Finance and an MBA in International Business from Thomas Jefferson University. He was named one of Philadelphia’s “40 Under 40” and is an Honorary Commander of the U.S. Air Force.
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Drew Morrisroe
Founder & CEO
CTN Solutions
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4:00 P.M. - 5:00 P.M. SESSION FOUR
Trends in Corporate Treasury
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Corporate Treasurers, today more than ever, are focused on risk management, cash flow forecasting, generative AI applications,and other technology adoption. Join us as we review Deloitte’s 2024 industry Survey which highlights the combinedpriorities of over 200 treasurers, as well as learn how banks are meeting these new priorities.
Jacob is a Senior Manager supporting Deloitte’s US Banking & Capital Markets practice. His experience includes large, transformative programs across the Treasury Management space with both US and Canada-based banks. He has led programs across the Transaction Banking value chain, including assessment of onboarding processes, development of operating models, planning / execution for commercial online banking portal migrations, and post-merger integrations (primarily focused on target state product selection and planning).
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Jacob Novich
Senior Manager
Deloitte Consulting LLP
Banking & Capital Markets
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Ehren is a Senior Manager in Deloitte & Touche’s Treasury Advisory practice with over twenty-five years of experience gathered in a variety of consultancy and relationship positions within the financial sector, with market leading treasury software solution providers, consultancy practices and as a treasury practitioner.
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Ehren Moeller
Senior Manager
Deloitte & Touche LLP
Finance Transformation – Controllership & Treasury
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Adrianna is a Treasury Technology Consultant at Deloitte. With a robust technical background and passion for business technology, Adrianna is dedicated to leveraging AI technologies to enhance treasury operations. She holds a degree in Business Administration with a major in Management Information Systems and minors in Business Analytics and AI/ML from Villanova University. Adrianna’s work with global treasury organizations across multiple industries has consistently focused on delivering solutions that drive significant value for clients.
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Adrianna Oliver
Consultant
Deloitte & Touche LLP
Finance Transformation – Controllership & Treasury
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