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SOUTHWEST OHIO AFP (SWOAFP) - 8th Annual

TREASURY MANAGEMENT Conference

Tuesday, February 24, 2026

8:00am - 5:00pm

@ Great Wolf Lodge Conference Center

Cincinnati, OH

Refreshments and lunch are provided


Certified Treasury Professionals can earn up to 6 CTP credits by attending the conference, half of your annual requirements! FP&A credits are also available


Hosted Happy Hour at Sonder Brewing Immediately After

2026 SWOAFP Annual Conference SPEAKERS 

Bank of America, N.A.                 ACH NACHA Update


Robert Foote, ACH Product Management 

Bob Foote leads the ACH product management team in Global Payment Services (GPS) at Bank of America.  In this role, he oversees marketing and development for ACH payment and fraud-prevention products used by corporate and institutional clients, and directs ACH compliance and risk management functions.   He represents Bank of America on Wespay Board of Directors, The Clearing House EPN Business Committee, and Nacha committees.

Prior to his current position, Bob led Bank of America’s efforts to market and develop alias-based business-to-consumer payment offerings, including Zelle, PayPal, and Push-to-Debit Card in the US and internationally.  

He was part of the Latin America GTS product management team where he focused on transactional FX products, channel management, deal engineering, and building the treasury capabilities of Bank of America Brazil.    Before that, Bob held positions on the Country Expansion team – focusing on strategic partnerships with banks in the Middle East and Latin America, and in Channel Management, working on a variety of CashPro Online, CashPro Connect, and SWIFT initiatives.

Bob began his banking career at Citibank, where he held roles in FI operations management before moving on to a series of product development and product management positions.

Bob earned a BA in Economics from Wake Forest University, and an MA in International Relations from Tulane University.  



Cincinnati Regional Chamber               State of the Region, Project Overview and our favorite, Blink Preview!


Pete Metz, Vice President, Civic Strategy & Policy

Pete leads the organization’s external strategy at the intersection of business, civic, and public leadership. He oversees the Chamber’s Government Affairs & Advocacy team, the Center for Research & Data, and the Chamber Foundation, aligning these efforts to advance regional priorities like transportation, housing, infrastructure, and economic development.

For nearly a decade, Metz has helped spearhead the business community’s leadership on transportation, successfully advocating for local, state, and federal policies that have delivered hundreds of millions of dollars for projects such as the Brent Spence Bridge, Western Hills Viaduct, record transit funding, and the CROWN trail network. He also served as a senior advisor to the landmark Move Forward campaign, Hamilton County’s first successful transportation levy. Metz previously worked as Chief of Staff to Cincinnati Vice Mayor David Mann and in Washington, D.C., on federal transportation and energy policy.

Leslie Mooney, Vice President & Executive Director, BLINK

BLINK is the nation’s largest immersive light and art event. Transforming over 30 city blocks across Cincinnati and Northern Kentucky with large-scale projection mapping, interactive light sculptures, and world-class street art, BLINK attracts international attention and over a million visitors to the greater Cincinnati region every other year.

Previously, Leslie spent twelve years at the helm of one of Cincinnati’s premier community arts organizations, the Clifton Cultural Arts Center (CCAC). Among other accomplishments during her time at CCAC, she spearheaded the capital campaign and construction of the first purpose-built community arts center located in the city of Cincinnati, increased the accessibility of arts education opportunities in the urban core, and tripled CCAC’s revenue, staff size and attendance. Mooney began her career in the cultural sector as Assistant Director of Education and eventually Director of Development at the National Underground Railroad Freedom Center. She led research and interpretation projects at the US Department of Justice in Washington, DC and at the Boston History & Innovation Collaborative. Her career has focused on building civic connection through storytelling, placemaking, and inclusive arts programming.

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KR Digital and Tritelligence          Slow Down to Speed Up: AI tools, trends and more for 2026



Kendra Ramirez, CEO

As the CEO of KR Digital, a leader in Digital and AI solutions, we spearhead initiatives that drive digital and AI transformation in B2B markets. Since building bots in 2018, I have become an AI advocate, serving on the Cincinnati AI Catalyst Committee and co-hosting the Tristate’s largest AI community. With a track record of delivering over 160 AI talks, my commitment to educating and engaging professionals in AI is my driving force. Additionally, I am globally recognized on LinkedIn.com’s homepage, recipient of the Women of Influence Award, John Barrett Entrepreneur Vision Award, Cincy Chic Woman of the Year, and STEM Influencer. With over 15 years in technology companies, my leadership is focused on navigating change in sales, marketing, and recruiting.

Kate Berner, Founder

Kate Berner helps business leaders cut through the AI noise and focus on what really matters. As the founder of Tritelligence, she partners with B2B organizations to turn AI's promise into measurable business outcomes. With over 20 years connecting technology to strategy across marketing and operations, Kate brings a grounded, people-focused approach to AI enablement. She helps leaders zero in on high-impact opportunities, establish best practices, and evaluate tools and tech partners with confidence.




Fifth Third Bank                         Liquidity Updates 



Riley Saunders, Vice President, Director of Treasury Liquidity    

Riley and his team are responsible for developing and executing Fifth Third’s funding strategy while maintaining a strong framework for monitoring and managing liquidity risk. Riley joined Fifth Third in 2008 through the Bank’s Commercial Leadership Program. In his 15 years of banking experience, he has worked in Commercial Credit and Corporate Treasury. He has worked in the Funding & Liquidity Risk area since 2014. Riley lives in Louisville, KY with his wife, Sara, and three children: Edward (9), Cecelia (6) and Robert (3). Riley graduated from the University of Notre Dame in 2008 with a BA in Economics.
















The SWOAFP would like to thank our 2025/2026 Sponsors for their generous support!



Southwest Ohio Association for Financial  Professionals

P.O. Box 45

Cincinnati, OH  45201-0045


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Southwest Ohio Association for Financial Professionals

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