Keynote Speakers

William C. Dunkelberg

Professor of Economics, College of Literature and Arts

Temple University

Currently Professor of Economics in the College of Literature and Arts , Temple University, where he served as Dean of the School of Business and Management from 1987 through 1994 and as Director of the Center for the Advancement and Study of Entrepreneurship.

Carlos E. Evans

Carlos E. Evans

Eastern Commercial Bank Executive
Executive Vice President

Wachovia Bank, A Wells Fargo Company

Gary Schlossberg

Vice President & Senior Economist

Wells Capital Management

As President of the Private Client Group at U.S. Bank, Londa Dewey leads 1610 employees in 121 offices throughout 25 states. The U.S. Bank Private Client Group provides private banking, personal trust, investment management and financial planning services to the high growth affluent market.

Featured Speakers

Daniel J. McCarty

Senior Vice President of Treasury Management Services

Comerica Bank

Dan McCarty is senior vice president of Treasury Management Services of Comerica Bank, which includes all aspects from product development through customer service. He has 15 years experience in treasury management, to go along with 15 years in commercial lending.

Christopher B. McDonnell

Vice President

Greenwich Associates

Christopher B. McDonnell, Vice President, consults with banking clients in the United States. Chris joined the firm in 1997 as a Research Associate responsible for assisting in the collection and analyses of the research used by the firm's corporate banking clients.

Robert Neuhaus

Global Head of the TNS Finance Sector
Executive Vice President, Financial Services

TNS US

Robert (Bob) Neuhaus is Global Head of the TNS Finance sector and Executive Vice President of TNS’ North American Financial Services division. He is responsible for all aspects of the practice, including custom research, sales, client service, marketing, new product development and profitability.

Donald M. Raftery

Donald M. Raftery

Managing Director

Greenwich Associates

Donald M. Raftery, Managing Director, consults with banking clients in the United States. Before joining the Firm in 1996, Don was an officer at the Bank of Boston. He graduated from Dartmouth with a BA in economics and received his MBA from Kellogg.

Richard Rosen

Senior Economist and Economic Advisor, Economic Research Department

Federal Reserve Bank of Chicago

Richard Rosen is a Senior Economist and Economic Advisor in the Economic Research Department at the Federal Reserve Bank of Chicago.  In that position, he conducts research on issues relating to financial intermediation, bank regulation, the future of banking and mergers.

David Trotter

Executive Vice President, Head of Sales for Treasury Management

Wells Fargo

David Trotter, Executive Vice President, is currently transitioning to a new role as Head of Sales for Treasury Management at Wells Fargo. Most recently, David served as Head of Treasury Services for Wachovia Bank, leading the Sales, Product and Implementation of Treasury Services products across Wachovia’s Corporate, Global, Wholesale and Wealth businesses.

Charles Wendel

President

Financial Institutions Consulting, Inc. (FIC)

Charles Wendel is President of Financial Institutions Consulting, Inc. (FIC), a management consulting firm dedicated to fostering growth and improving productivity in the financial services sector.

Conference Chairman

Michael R. Rice

Managing Director

Novantas LLC

Michael R. Rice is a Managing Director in the Chicago offices of Novantas LLC, a management consultancy. Previously a Managing Partner and founder of Chicago-based Jackson LaSalle Group, Rice has more than two decade's worth of experience in financial services. Prior to founding Jackson LaSalle Group, he was a partner at Chicago-based Charter Consulting, a division of Technology Solutions Co. Earlier he was the head of the Americas Financial Institutions Consulting Practice of Cap Gemini Ernst & Young. Rice started his career at Northern Trust Corp., Chicago.

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