Wednesday, June 17, 2015
On Site Registration: 11:00 am
11:30 am - 1:00 pm
100 North 3rd Street
Room 106 A-C
Luncheon Cost: Phoenix Sister Cities Members: $55.00
Non Members: $60.00 Tables of 10: $500.00
On site registration: Phoenix Sister Cities Members: $60.00 Non Members: $65.00
The Phoenix Convention Center will honor a discounted parking rate of $8.00 per vehicle for those attending the Global Links Business Outlook Luncheon and parking in the Convention Center West or Regency Garages.
Trends in International Banking, Wealth and Asset Management
Phoenix Sister Cities invites you to attend the 16th annual Global Links Business Outlook Luncheon featuring: “Trends in International Banking, Wealth and Asset Management”. The foreign exchange market is the largest in the world, with more than $5 trillion per day changing hands. Yet, despite the size, the foreign exchange arena is still a foreign world for many companies and individuals who are not familiar with its intricacies.
For businesses making or receiving payments to foreign countries, having an efficient process for managing currency risk can be critical to its success. Questions to be answered at the 16th Annual Global Links Business Outlook Luncheon include: How does a 20% decline in the Mexican Peso impact my business? If I pay in US dollars to foreign suppliers, do I still have currency exposure? Can my business accept sales in foreign countries if we don’t havebank accounts across the world?
These are just a few of the questions that our speakers will touch upon in thisyear’s luncheon.
As an added attraction, this year’s Global Links Business Outlook Luncheonwill feature the Mayor’s Export Awards.
Successful exporters, those who provide comprehensive export assistance, aswell as those who tirelessly advocate on behalf of exports, understand internationalbanking as well as a myriad of other vital elements of foreign trade.
City, regional and state exports are on the rise and in 2014, their levels hit an alltime high. This activity is creating jobs, adding critical economic diversity and isenhancing essential global connectivity.
Starting with this years Global Links event, we are introducing the MayorsExport Awards as a way to recognize those people and organizations that havemade huge contributions to advancing exports, increasing awareness of exportsand delivering important export support.
Please join us in celebrating the Mayors Export Awards and this years impressiverecipients.
THE LUNCHEON AGENDA
Phoenix Mayor Greg Stanton
Mayor Greg Stanton has worked tirelesslyto build a modern economy that works forevery Phoenix family. By boosting tradewith Mexico, investing in the biosciences,and lifting up local small business, Stantonis leading the way to create an innovationbased, export economy built to last.
Stanton is also committed to making ourcommunity a welcoming place for military veterans and their families.Under his leadership, Phoenix became the first U.S. city to end chronichomelessness among veterans. And Stanton’s H.E.R.O. initiative isemerging as an example for how to match veterans – especially post-9/11 vets – with local employers and good jobs.
The mayor’s commitment to building a stronger city for middle classfamilies stems from his own childhood in West Phoenix. His dad, Fred,rode the city bus to his job as a shoe salesman and his mom, MaryAnn, was a devoted educator. Even with modest means, the Stantonsmade it a priority to help those in need, and founded the Christian NeedsNetwork, a group of multi-faith volunteers who collected clothes, food anddiapers for members of their community.
Stanton attended Marquette University on the Harry S. TrumanScholarship, and earned a law degree from the University of Michigan.Before he was elected mayor in 2011, Stanton served nine years on theCity Council and as Arizona’s Deputy Attorney General. He and his wife,Nicole, who is a prominent local attorney, are both working parents oftwo young children.
Economic Development Executive
City of Phoenix Community and
Hank Marshall was named Economic Development Executive Officer in March 2013.
He oversees the department’s International, Innovation, Workforce and Sister City programs. The team is charged with the pursuit of opportunity that advances economic prosperity for the city of Phoenix. Prior to joining the City of Phoenix, Hank Marshall served as Senior Vice President of International at the Arizona Commerce Authority.
In 2002, Hank Marshall founded Aisle 21, a Phoenix based consultancy specializing in international business strategites.
Prior to establishing Aisle21 in 2002, Mr. Marshall spent 20 years in engineering in executive level positions in both the private and public sector. He has worked for many major companies such as Halston, Tetley, Johnson & Johnson, Avery International, Warner Lambert and Pfizer.
Having been raised in foreign countries (Venezuela, Brazil, Australia, New Zealand and the Netherlands) and having traveled extensively to many other foreign countries, Mr. Marshall has developed a very keen sense of the challenges and intricacies of doing business internationally.
Mr. Marshall also spent 6 years as the Vice-Consul of Trade for the British Consulate in Phoenix, Arizona. In 2005, Mr. Marshall was appointed the British Honorary Consul for the State of Arizona, where he continues to serve the needs of British nationals and British companies.
SPECIAL GUEST SPEAKERS
Vice President of Foreign Exchange
Anthony Lombard is a Vice President of Foreign Exchange at BBVA Compass, a wholly owned subsidiary of BBVA. Anthony advises companies on currency risk management, including best practices, liquidity strategies and hedge accounting. Mr. Lombard has served in various capacities across capital markets including e-commerce, operations, and data analytics. Anthony completed a Finance and Public Relations degree at Syracuse University, and an MBA from the NYU Stern School of Business. Anthony enjoys being an active volunteer in the community, particularly with youth-oriented organizations.
Manager, Commercial International Banking Division
Laerte Barros serves as a Manager of BBVA Compass' Commercial International Banking Division. He leads the Bank’s initiative to provide financial support and banking services to foreign-owned companies expanding into the United States. In addition, he assists BBVA Compass’ commercial customers in trade finance transactions and, in coordination with BBVA Group’s international network, helps U.S.-based companies to expand its operations to foreign markets. Barros has been with BBVA Compass for four years after holding various leadership positions in other international financial institutions in the United States and in Brazil during the past twentytwo years. Barros holds a Law degree and attended the specialization and master’s program in International Law from the University of São Paulo, Brazil. In addition, he earned a master’s degree in Finance from the University of Illinois at Urbana-Champaign, USA. He speaks Portuguese, English and Spanish. He lives in Houston, TX with his wife and two children.
Sally A. Taylor
Master Of Science In Financial Planning
Sally is the Director of Financial Planning and a senior planner with KeatsConnelly, the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Sally has provided comprehensive financial advisory services in family offices and with KeatsConnelly for over 20 years. She is a frequent speaker on US-Canada financial planning and tax related issues and is a co-author of Taxation of Canadians in America: Are you at Risk? Sally handles clients’ financial and tax planning and helps manage their comprehensive cross-border and domestic financial affairs.
Sally was appointed by Governor Brewer in 2013 to the Arizona College Savings Plan Oversight Committee and currently sits on the Committee. She is a co-founder and a director of the Valley Welcome Alliance, an organization of Phoenix area businesses that welcome new residents to the Valley. Sally is also President of Soroptimist International of Phoenix which is one of the largest Soroptimist clubs throughout the world and works to help educate, empower and enable opportunities for women and girls.
Sally has a Master of Science in Financial Planning from the College for Financial Planning, Denver, Colorado, and a Bachelor of Science in Accountancy from John Carroll University in University Heights, Ohio. Sally and her husband reside in Mesa and enjoy traveling throughout the southwest and the country.