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November 15-17, 2009 • The Ritz Carlton Palm Beach • Palm Beach, FL
Speaker Biographies
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Walter (Buddy) Baker has over 30 years of experience in international trade finance. In May 2009 he joined Fifth Third Bank as head of their Trade Services Sales team, based in Chicago. Fifth Third is one of the 20 largest banks in the US and provides a full range of risk mitigation and financing products for exports and importers. Prior to Fifth Third, Buddy worked for Atradius Trade Credit Insurance, ABN AMRO Bank, Bank of America, Wachovia Bank, and The First National Bank of Chicago.
Buddy is a recognized expert in trade finance and author of numerous magazine articles and the books Users’ Handbook for Documentary Credits under UCP 600, Documentary Payments & Short-Term Trade Finance, and The Regulatory Environment of Letters of Credit and Trade Finance. He makes frequent presentations for national associations of exporters, importers, bankers, and lawyers. Mr. Baker serves as a member-at-large of the National Letter of Credit Committee of the International Financial Services Association and to be actively involved in establishing national and worldwide standard practices for L/Cs. He acts as an advisor to the Wolfsberg Group, an international group that includes most of the largest banks in the world, whose purpose is to set standards for combating money laundering, and to the Institute of International Banking Law & Practice. Buddy also serves on the Advisory Council of the FCIB, a multinational association of export credit managers.
Buddy earned his undergraduate degree from Yale and his MBA from Northwestern. |
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Paul Beretz, CICE is the founder of Pacific Business Solutions, a Q2C partner, and brings over 30 years of global experience in credit, finance and management with industries such as chemicals, telecommunications, semi-conductors and forest products. He is an instructor in the Masters in Leadership degreed program at St. Mary's College, CA, and helped create and instruct in on-line certificate programs for both FCIB and CMA. He is in his second year as an Advisory Committee member for the Export-Import Bank of the U.S. In 2008, Paul was chosen as the "Credit Executive of the Year" by CMA. Paul received his BBA from the University of Notre Dame, an MBA from Golden Gate University, the Executive Award from NACM’s Graduate School of Credit and Financial Management at Stanford University and the CICE designation from the FCIB association. |
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LTG (Ret.) Daniel Christman is responsible for representing the U.S. Chamber before foreign business leaders and government officials and for providing strategic leadership on international issues affecting the business community. He oversees a team of policy analysts and program coordinators who are committed to global business engagement. He lectures extensively on foreign policy and national defense topics, including the ongoing war against international terrorism. His experience and his deep knowledge of foreign policy fuels each incendiary presentation.
Before joining the Chamber, Christman served for two years as the president and executive director of the Kimsey Foundation, where he helped launch a program on political reform in China in coordination with the Carnegie Endowment for International Peace.
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Christman, a career military officer who retired from active duty in 2001, served for five years as the superintendent of the United States Military Academy at West Point. He also served for two years as assistant to the chairman of the Joint Chiefs of Staff, during which time he traveled with and advised Secretary of State Warren Christopher. He was centrally involved during this period with negotiations between Israel and Syria as a member of the Secretary’s Middle East Peace Team. Further, Christman represented the United States as a member of NATO’s Military Committee in Brussels, Belgium.
Christman served as a military analyst for CNN International during Operation Iraqi Freedom. He is a frequent contributor to CNN, and has also appeared on ABC, FOX, MSNBC, CNBC, and C-SPAN, to discuss defense and national security issues. During the Gulf War in 1991, he headed a strategic planning group that advised the Army’s chief of staff on war prosecution policies.
Graduating first in his class from West Point, Dan also received MPA and MSE degrees in public affairs and civil engineering from Princeton University and graduated with honors from the George Washington University Law School. He is a decorated combat veteran of Southeast Asia, where he commanded a company in the 101st Airborne Division in 1969. On four occasions, Christman has been awarded the Army and Defense Distinguished Service Medal, which is the Defense Department’s highest peacetime award. Christman serves as a member on the Council of Foreign Relations and on the board of directors of United Services Automobile Association, Entegris Corporation, and Ultralife Batteries, Inc.
Daniel Christman issues a clarion call to people striving for a unified today and a promising tomorrow. His gripping presentations about 21st century leadership and why values still matter rouse and inspire, and always leave audiences charged for the future.
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Tom Croke has over 25 years of Credit and Collection experience. For many years he worked in Europe, Africa and the Middle East for Westinghouse Electric as their Area Credit Manager. Most recently, Tom has been the Global Credit Director for the Climate Control sector of Ingersoll Rand based in St Louis, Missouri. Tom's special interest includes Eastern European and Latin American Trade and Development. He has a bachelor's degree in business from the National University of Ireland and a MBA in Banking and Finance from Manchester Business School in England. Tom takes an active interest in Junior Achievement - a not for profit organization, and is currently a director of FCIB. In addition to English, Tom speaks French, German, Italian and Irish. |
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Russell D’Souza is the Director for Global Credit Risk Management at Hanesbrands Inc. based in Winston-Salem, NC. Russell is the immediate Past Chairperson of FCIB and a past NACM Board member. Prior to working for Hanesbrands, he was the International Credit & Risk Manager and Regional Finance Manager (Asia) for Hallmark Cards, Inc. for 10 years. He is conversant in Hindi, Japanese and French. |
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Mona Ghazzaoui, CFA is senior vice president and North America head of Supply Chain Financing solutions at RBS. Based in Montreal, Canada, Ms. Ghazzaoui is responsible for developing RBS’s transaction banking franchise in Canada and the U.S. In this role, she oversees product development, positioning and sales strategy, pricing, training and delivery of the Bank’s account receivable purchase and supply side receivable purchase programs to corporate customers. Ms. Ghazzaoui was formerly responsible for trade services sales to large corporates in Canada.
Prior to joining the bank, Ms. Ghazzaoui worked at Banque de la Mediterranee in Lebanon. She was also a lecturer at Beirut University College.
Ms. Ghazzaoui holds both bachelor and master’s degrees in business administration. |
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Aashish Mehta is Vice President of Operations at CreditPointe, Inc. As Vice President of Operations, Aashish heads the company's Operations worldwide. Additionally, Aashish leads CreditPointe’s financial research and automation group. He has been instrumental in planning and managing the company’s growth and setting up appropriate capacity and operationalizing the company's product vision.
Prior to assuming this role, Aashish was a Vice President of Business Development for Corporate Fundamentals, where he was responsible for developing market for company's products and services and forming strategic business alliances. Prior to Corporate Fundamentals and RAGE, Aashish spent six years at eCredit.com where he held various management positions in sales, business development, product management and operations.
Aashish started his career at eCredit.com in product management, managing 3rd Party integrations. In October 2000, Aashish played a key role in establishing eCredit's subsidiary in Japan and forming reseller/investor partnerships with leading Japanese Systems Integrators, including: NTT Data, Hitachi Ltd., Toshiba IT Solutions and Intec. He then assumed a senior sales position at eCredit.com where he successfully sold the company's automated solutions to Fortune 500 companies like Philip Morris USA and Continental Airlines. Aashish holds a MBA in Business and Finance from the Oklahoma City University and Bachelors in Industrial Engineering from the Karnataka University, India. |
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Paulo Menezes has been managing credit for 12 years in both domestic and international markets and is currently the Senior Credit Manager of Muehlstein's international operations. Muehlstein is part of the Ravago Group, a leading polymer trading and distribution company. Prior to Muehlstein, Paulo worked as a Senior Manager in the Risk Management group of Japanese trading company Sojitz Corp. of America. He started his career as an equity research analyst for Banco Omega, a Brazilian investment bank, and is fluent in Spanish and Portuguese. Paulo has been actively involved with FCIB serving both in its advisory council and board of directors. |
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Fernando Mesia is Vice President of Corporate Banking and Trade Finance at Mercantil Commercebank in Miami, Florida. He specializes in Commodity Financing, Structured Trade Finance, Asset Based Lending and Forfaiting. Prior to Mercantil Commercebank, Fernando was head of Latam Corporate Banking and Financial Institutions for Banque Sudameris, a French-Italian trade finance bank. He has more than 17 years of experience in trade finance, international lending and credit risk management. He has extensive experience assisting Fortune 500 companies and medium-sized companies to mitigate their credit risk. |
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Darin Narayana co-founded ANSR Source along with three former senior executives of global corporations. ANSR acts as a managing partner for offshore captive operations for multinational corporations. Darin has 32 years of global banking experience, dealing with multinational corporations and financial institutions. He recently retired from Bank One where he served as the President and C.E.O. of Bank One International Corporation. In this capacity, Darin was responsible for its Global Banking business (1996 to 2002). Prior to joining Bank One, Darin was Executive Vice President of Norwest Corporation (since merged with Wells Fargo Bank) responsible for its World Banking Group, which included the Fortune 500 clients and other multinational corporations and Global financial institutions. Darin currently serves on several corporate advisory boards as well as boards of charitable organizations including the Global Advisory Council of the American Graduate School of International Management (Thunderbird). Darin also serves on the Board of Target Corporation India Private Limited (a subsidiary of Target Corporation). Darin is a past President of the Bankers Association of Trade and Finance, a member of the Advisory Board of the Export-Import Bank of the United States, and served as an advisor to the Trade Promotion Coordinating Committee headed by the late Commerce Secretary Ron Brown. Darin attended the University of London and the University of Wisconsin where he obtained a master’s degree in business. He is also a graduate of the management development program from Harvard University’s School of Business. Darin has written articles and lectured extensively on the subjects of global trade and economics. In addition, he is a guest lecturer at various universities around the world. |
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Dan North has been with Euler Hermes ACI (EH ACI) since 1996, using macroeconomic and quantitative analyses to help develop, price, and manage EH ACI’s risk portfolio of more than $250 billion in annual U.S. trade transactions. Prior to joining the company, Mr. North worked for Citicorp using similar quantitative and macroeconomic analyses to create outperforming investment strategies.
He has appeared on CNBC, Fox Business News, ABC News Now, France 24, and Bloomberg Radio and Television. He has been quoted by, Barron’s, Business Week, Washington Post, Paris Le Monde, UK Telegraph, AP, Reuters and the Wall Street Journal. Mr. North holds an MBA from the Wharton School of Business. |
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Rasih Ozturkmen, has been working for HSBC Group as an International Manager since 2002. He joined HSBC USA in January 2008 as Head of Exports, TSC Operations and recently moved into a sales role as Senior Regional Trade Manager based in New York. He also worked in HSBC Hong Kong where he conducted various credit roles. Before that, he was a commercial development manager and relationship manager in the UK. He has a MA degree on International Business from New York University. |
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Andre Python, Jr. is the Vice President and head of Multi-Buyer Underwriting operations at FCIA Management Co, Inc. FCIA, a wholly owned subsidiary of Great American Insurance Company, underwrites and services Great American's trade credit and political risk insurance policies. For 45 years, FCIA has offered an array of flexible coverages that insure companies and financial institutions against commercial and political non-payment risks.
FCIA’s Multi-Buyer Underwriting group is responsible for its core multibuyer business segment and handles all risk evaluation and related financial and credit analysis. In addition the group provides all policyholder servicing functions. Each policy is supported by a dedicated team of 2-3 underwriters who quote, write, and renew the policy during the life of the account.
Andre joined FCIA after receiving his B.A. degree in History from Manhattan College. He completed his M.B.A. in 1985 at Pace University. Since 1983 Andre has held a variety of underwriting positions and was elected Vice President in 1994. He is currently a member of FCIA's Senior Credit Committee and Business Development Committee. |
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Walter Rebello is the Latin America Finance Manager and International Credit Manager with the Ravago Group, a company he's been with for almost twelve years. He previously worked for Dow Chemical Brazil and US for nineteen years in several positions including five years as the Credit Manager for Brazil based in Sao Paulo, where he was born and raised, and five years as Latin America Credit Manager in Coral Gables, Florida. Walter is a former FCIB Board Member and currently serves as the Chairperson and Board Member of NCCA – National Chemical Credit Association. |
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Steve Rebraca, CICP – For most of Steve’s career, he has worked in the credit profession in the retail and the construction industries for both small- and Fortune 500-sized companies. He has also worked as a consultant for Deloitte Consulting where he managed international order-to-cash SAP project teams in the automotive and pharmaceutical industries. He has designed call center scripts for a financial services company and assisted a brick-n-mortar business with launching a web-based Floral business by designing order-to-cash processes around a new ERP system. Currently Steve is leveraging the skills obtained throughout his career to design a shared services center model for use in North America, EMEA, and APAC. Steve’s education includes a B.A. from Baldwin Wallace College, 1-year of completion towards an International MBA and the CICP certification. He has worked with most ERP systems including: Mapics, Manage 2000, QAD, JDE, SAP and Siebel. His outside interests include participating on the board of directors of his association and occasionally participating in local politics. Steve is also a member of the FCIB Advisory Council. |
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Tina Sorrels, CICP joined AJC in 1978. She has built a very successful 33 year career in international business. Through her years at AJC, she has managed various global roles including Global Logistics, Documentation, and Credit.
As Corporate Secretary, Mrs. Sorrels resides at AJC's world wide corporate headquarters in Atlanta, GA is responsible for all Corporate Governance including Legal, Ethics & Compliance, and Documentation. In her role of Director, Global Credit she has responsibility for AJC's world wide accounts receivable and collection activities.
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Mrs. Sorrels obtained her Certificate of International Credit Professionals (CICP) designation in June 2004. In 2007, Tina was elected to a 3 year term on the Board of Directors of the FCIB (Finance, Credit and International Business) Division of the National Association of Credit Managers. She is also Chair for Children's Healthcare of Atlanta Hospital portion of the AJC Employees Community Involvement Committee.
Mrs. Sorrels and her husband, Scott, have two daughters. The Sorrels family enjoys boating, traveling, the Atlanta Braves, football games at UGA, and various scouting programs such as Venturing (a co-ed division of the Boy Scouts of America).
Mrs. Sorrels attended Indiana University-Purdue University extension in Indianapolis and completed her studies at Mercer University of Atlanta.
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Dr. Jerry V. Teplitz' background is as unique as the techniques and approaches he teaches. He originally graduated from Hunter College and Northwestern University School of Law and practiced as an attorney for the Illinois Environmental Protection Agency. Jerry then studied and received Masters and Doctorate Degrees in Wholistic Health Sciences, and over the last 32 years, has gained wide-spread acknowledgement for his expertise in helping others achieve their ultimate best in all areas of life.
The list of clients Dr. Teplitz has consulted for include such organizations as: Century 21, IBM, Holiday Inns, International Management Council, Young Presidents’ Organization, Sales and Marketing Executives, GlaxoSmithKline, EDS, American Bankers Association, American Society of Association Executives, American Accounting Association, plus over four hundred colleges and universities across the United States and Canada.
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Jerry is the author of four books, including Managing Your Stress: How To Relax and Enjoy, and his two latest books are Switched-On Living and Brain Gym for Business. Articles on Jerry have appeared in such publications as Successful Meetings, Prevention Magazine, and Travel & Leisure Golf Magazine.
As a professional speaker, he has spoken to over one million people. Dr. Teplitz has also been honored by his peers in the National Speakers Association by receiving the "Certified Speaking Professional" designation, and has been selected as "Top Rated Speaker" by the International Platform Association. Dr. Teplitz is listed in several editions of Who's Who in America, and served eight years on the faculty of the U.S. Chamber of Commerce Institute for Organization Management.
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