Events

2021 Virtual Supply Chain Finance Forum

Overview
Register
Program
Speakers
FAQ's
Sponsorship

Evolution to Revolution

The past several months have put supply chain front and center, now more than ever. The pandemic has added additional strain to the global supply chain, yet the industry has endeavored to remain resilient against these challenges and external events. During this two-day virtual forum, we will take a deeper dive into the nuances of supply chain finance and the changing environment’s potential impact on current programs.

The 2021 BAFT Virtual Supply Chain Finance Forum will be led by supply chain finance expert, Caryn Pace, Director, Global Trade and Supply Chain Finance, Bank of America. She’ll be joined by a stellar line-up of other leading supply chain finance experts worldwide.

Who Should Attend

Those involved in supply chain related programs – bankers, shippers, importers, exporters, and others will find this forum of interest.

Bonus for Attendees

As in years past, the forum is held in conjunction with the Annual Conference on International Trade. Supply Chain Finance Forum attendees who also register for the Annual Conference on International Trade will receive a $50 discount off their Annual Trade Conference registration. The coupon code will be listed as part of your registration confirmation. The 31st Annual Conference on International Trade is a hybrid event hosted from December 6 – 9.

Approved CPDs for International Trade Finance Certifications

The 2021 Virtual Supply Chain Finance program has been accredited by The London Institute of Banking & Finance (LIBF) as meeting the standards for ongoing CPDs required for recertification of the following international trade finance certifications. For more information on the availability of additional CPDs, please review the approved CPDs for the 31st Annual Conference on International Trade.

Certifications Total # of CPDs Available
Certificate for Documentary Credit Specialists (CDCS) 7
Certificate for Specialists in Demand Guarantees (CSDG) 7
Certificate in Supply Chain Finance (CSCF) 7
Certificate in Trade Finance Compliance (CTFC) 4

Program

December 1, 2021
December 2, 2021
December 1, 2021

09:00 EST / 14:00 GMT / 15:00 CET / 18:00 GST / 22:00 SGT

Welcome Remarks

09:10 EST / 14:10 GMT / 15:10 CET / 18:10 GST / 22:10 SGT

Forum Outline and Expectations

Speaker
Caryn Pace
Director, Global Trade and Supply Chain Finance
Bank of America

09:20 EST / 14:20 GMT / 15:20 CET / 18:20 GST / 22:20 SGT

Industry Headlines

Speaker
Alexander Malaket
President
Opus Advisory Services International

09:35 EST / 14:35 GMT / 15:35 CET / 18:35 GST / 22:35 SGT

The Foundations of Supply Chain Finance

Speaker
John Baranello
Director & Head of Trade Finance Product Management, Americas
Lloyds Banking Group

10:00 EST / 15:00 GMT / 16:00 CET / 19:00 GST / 23:00 SGT

Payables Finance

The latest on principles, papers, guidance documentation and the Global Supply Chain Finance Forum (GSCFF).

Speaker
Christian Hausherr
Product Manager, Supply Chain Finance
Deutsche Bank

10:30 EST / 15:30 GMT / 16:30 CET / 19:30 GST / 23:30 SGT

Receivables Finance

Speaker
Tom Sardo
Senior Vice President & Head of Trade and Supply Chain Product
Citizens Bank

10:55AM EST / 15:55 GMT / 16:55 CET / 19:55 GST / 23:55 SGT

Stretch Break

11:05 EST / 16:05 GMT / 17:05 CET / 20:05 GST / 00:05 SGT + 1 day

Supply Chain Finance as an Asset Class

Moderator
David Berse
Managing Director
LiquidX

Panelists
Bertrand De Cominges
Head of Trade Finance Investments
Santander

Andy Arduini
Head of Global Advisory
Huntington Bank

11:50 EST / 16:50 GMT / 17:50 CET / 20:50 GST / 00:50 SGT + 1 day

Accounting Developments

12:15 EST / 17:15 GMT / 18:15 CET / 21:15 GST / 01:15 SGT + 1 day

A New Era for Supply Chain Finance in Latin America

Speakers
Jean Paul Antelo
Trade Head, LATAM
Bank of America

Julio Carrasco
Treasury Director
Alicorp

Jose Oulego
Relationship Manager, Mexico
Bank of America

13:00 EST / 18:00 GMT / 19:00 CET / 22:00 GST / 02:00 SGT + 1 day

Wrap Up Day 1
December 2, 2021

09:00 EST / 14:00 GMT / 15:00 CET / 18:00 GST / 22:00 SGT

Welcome Day 2

Speaker
Caryn Pace
Director, Global Trade and Supply Chain Finance
Bank of America

09:05 EST / 14:05 GMT / 15:05 CET / 18:05 GST / 22:05 SGT

Industry Headlines

Speaker
Alexander Malaket
President
Opus Advisory Services International

09:20 EST / 14:20 GMT / 15:20 CET / 18:20 GST / 22:20 SGT

Innovation & Digitization in Practice

10:05 EST / 15:05 GMT/16:05 CET/19:05 GST/23:05 SGT

Supply Chain Resiliency: ESG, Inclusion and MBE

Moderator
Michael Sugirin
Global Head of Open Account Trade Ecosystem & Trade Implementation
Standard Chartered Bank

Panelist
Jonathan Vojtecky
Director, Global Trade and Supply Chain Sales
Bank of America

10:50 EST / 15:50 GMT / 16:50 CET / 19:50 GST / 23:50 SGT

Stretch Break

11:00 EST / 16:00 GMT / 17:00 CET / 20:00 GST / 00:00 SGT + 1 day

Insurance Spotlight

A look at supply chain finance risk mitigation.

Speaker
John Lavelle
President
BPL Global

11:30 EST / 16:30 GMT / 17:30 CET / 20:30 GST / 00:30 SGT + 1 day

Long Tail – Closing the Supplier Financing Gaps

Moderator
Sanjay Tandon
Managing Director, Regional Trade Product, Asia
HSBC Bank

Panelist
Chris Hale
CEO
Kountable

12:05 EST / 17:05 GMT / 18:05 CET / 21:05 GST / 01:05 SGT + 1 day

Closing Remarks

Register

Attendees to this virtual Forum will be able to join the live sessions on December 1 – 2 plus continue to access the platform, including view on-demand recordings until January 31, 2022.

BONUS: Those who register for the Virtual Supply Chain Finance Forum will receive a $50 discount off the registration to the 31st Annual Conference on International Trade, a hybrid event set for December 6 – 9 in Houston, Texas. The coupon code will be included in your registration confirmation.

Registration Type Member Rate Non-Member Rate
Full Forum $350 USD $500 USD

To register for this event, please login or register for an account.

Speakers

December 1, 2021
December 2, 2021
December 1, 2021
Jean Paul Antelo
Trade Head, LATAM
Bank of America
Andy Arduini
Head of Global Advisory
Huntington Bank
John Baranello
John Baranello
Director & Head of Trade Finance Product Management, Americas
Lloyds Banking Group

Mr. John Baranello is the North American Head of Trade Finance Product Management at Lloyds Bank Corporate Markets whose responsibilities include the design, creation and implementation of local and global Supply Chain & traditional Trade Finance products, associated training and marketing, and related technical and regulatory compliance. He is the Chair of BAFT’s Supply Chain Finance Committee and former Chair of the New York/Metropolitan Division of the BAFT Documentary Letter of Credit Committee. He has been involved in the review and advisory stages of the Uniform Customs and Practice for Documentary Credits (UCP), the International Standard Banking Practices (ISBP 745), International Standby Practices (ISP98), & the Uniform Rules for Demand Guarantees (URDG 758) – being the first to commercialize these rules in the United States. Recognized by the FBI for his work in Trade Finance, Mr. Baranello has assumed numerous trade advocacy roles most recently with the Global Supply Chain Finance Forum.

David Berse
David Berse
Managing Director
LiquidX

David Berse is Managing Director at LiquidX, a global provider of technology solutions for trade finance and working capital. David has considerable corporate banking experience, having spent the 12 years prior to joining LiquidX developing and structuring innovative transaction banking and liquidity solutions. David was previously a Sales Director at Bank of America, helping multinational corporations optimize working capital, improve liquidity, and increase treasury efficiency by devising global trade finance and cash management solutions. Previously, David managed a team of cash management sales specialists at Deutsche Bank, focused on structuring cash management, liquidity, and FX solutions for global multinationals. Prior to that, David served various roles at J.P. Morgan, including a Treasury Services Advisor and a Liquidity Solutions Specialist. David has his bachelor’s degree from Rutgers and his MBA from the NYU Stern School of Business.

Julio Carrasco
Treasury Director
Alicorp
Bertrand De Cominges
Head of Trade Finance Investments
Santander
Christian Hausherr
Christian Hausherr
Product Manager, Supply Chain Finance
Deutsche Bank

Mr. Christian Hausherr is the European Product Head of Supply Chain Finance for Deutsche Bank’s Payables Finance solution, bringing to the role over 20 years of experience in Banking, In-house Consulting and Product Management for Cash Management and Supply Chain Finance. Mr. Hausherr spent his career within Deutsche Bank in various divisions and regions, mostly spanning across Europe and the Transaction Banking business. He holds a diploma in business administration from the University of Bayreuth and has worked in Germany, The Netherlands, Great Britain, Spain, the US, as well as in India and Uganda on Corporate Social Responsibility assignments in the financial and educational sector.

Alexander Malaket
Alexander Malaket
President
OPUS Advisory Services International

Mr. Alexander R. Malaket, CITP, is the President of OPUS Advisory Services International Inc., in Canada, and Founder and Managing Director of Trade Finance Associates Pte in Singapore. Mr. Malaket is recognized internationally as a specialist and senior consultant in international trade and trade finance, having advised top-tier financial services, corporate, government and international institution clients across the globe, and having developed and delivered a variety of training seminars on an international basis. Mr. Malaket serves as a member of the Executive Committee and Technical Advisor to the ICC Banking Commission in Paris, as Secretary/Treasurer of the World Trade Centre in Winnipeg and is a long-time member of the Toronto Regional Board of Trade/World Trade Centre, as well as a member of the SWIFT/ICC Industry Education Group on the Bank Payment Obligation. Mr. Malaket is a member of the Board of Directors of the Forum for International Trade Training, Ottawa, Canada. Mr. Malaket is the author of “Financing Trade and International Supply Chains”, published by Gower/Ashgate U.K..

Jose Oulego
Relationship Manager, Mexico
Bank of America
Caryn Pace
Caryn Pace
Director, Global Trade and Supply Chain Finance
Bank of America

Ms. Caryn Pace is a Director in Global Transaction Services at Bank of America, based in New York. She heads Portfolio Management & Product Risk in Global Trade & Supply Chain. Ms. Pace has responsibility for the trade portfolio including monitoring, development of risk mitigation strategies, forecast impacts and developing materials for portfolio and business reviews. Her team has oversight of risk mitigation on a portfolio and transaction level, including routines involving high risk transactions and business control. To drive and influence the trade business strategy, Ms. Pace engages with clients and potential 3rd party partnership opportunities to understand market perspective and evolving product needs. Previously, she held positions within Global Trade at J.P. Morgan where she worked for 11 years. She received her bachelor’s degree from Columbia University and currently serves as Co-Chair of the BAFT Future Leaders Council.

Tom Sardo
Tom Sardo
Senior Vice President & Head of Trade and Supply Chain Product
Citizens Bank
December 2, 2021
Chris Hale
Chris Hale
CEO
Kountable

Chris Hale is Founder and CEO of Kountable, Inc., a San Francisco-based trade and technology company actively solving the world’s distribution problem by building digital ecosystems. Kountable’s cloud-based global trade platform delivers transparency, governance and efficiency in trade by connecting the biggest global sellers with the most qualified buyers in fast growing economies. Hale has consulted some of the top Silicon Valley technology startups, targeting the financial services sector in the areas of asset management and reporting, CRM, programmatic trading and digital advisory services.

John Lavelle
President
BPL Global
Alexander Malaket
Alexander Malaket
President
OPUS Advisory Services International

Mr. Alexander R. Malaket, CITP, is the President of OPUS Advisory Services International Inc., in Canada, and Founder and Managing Director of Trade Finance Associates Pte in Singapore. Mr. Malaket is recognized internationally as a specialist and senior consultant in international trade and trade finance, having advised top-tier financial services, corporate, government and international institution clients across the globe, and having developed and delivered a variety of training seminars on an international basis. Mr. Malaket serves as a member of the Executive Committee and Technical Advisor to the ICC Banking Commission in Paris, as Secretary/Treasurer of the World Trade Centre in Winnipeg and is a long-time member of the Toronto Regional Board of Trade/World Trade Centre, as well as a member of the SWIFT/ICC Industry Education Group on the Bank Payment Obligation. Mr. Malaket is a member of the Board of Directors of the Forum for International Trade Training, Ottawa, Canada. Mr. Malaket is the author of “Financing Trade and International Supply Chains”, published by Gower/Ashgate U.K..

Caryn Pace
Caryn Pace
Director, Global Trade and Supply Chain Finance
Bank of America

Ms. Caryn Pace is a Director in Global Transaction Services at Bank of America, based in New York. She heads Portfolio Management & Product Risk in Global Trade & Supply Chain. Ms. Pace has responsibility for the trade portfolio including monitoring, development of risk mitigation strategies, forecast impacts and developing materials for portfolio and business reviews. Her team has oversight of risk mitigation on a portfolio and transaction level, including routines involving high risk transactions and business control. To drive and influence the trade business strategy, Ms. Pace engages with clients and potential 3rd party partnership opportunities to understand market perspective and evolving product needs. Previously, she held positions within Global Trade at J.P. Morgan where she worked for 11 years. She received her bachelor’s degree from Columbia University and currently serves as Co-Chair of the BAFT Future Leaders Council.

Michael Sugirin
Global Head of Open Account Trade Ecosystem & Trade Implementation
Standard Chartered Bank

Michael Sugirin is the Global Head of Open Account Trade at Standard Chartered based in Singapore. He is responsible for the strategic direction, execution and product performance of SC’s open account trade product suite which spans across supply chain finance, receivable finance, payable finance, and commodity finance. He is also leading several strategic third-party partnership collaborations and data initiatives to deliver new client value propositions and experiences. Aside from his extensive product management experience, Michael held roles as transaction banking country head, global head of trade implementation and leading product sales roles. Prior to Standard Chartered, he has worked for more than 18 years at Deutsche Bank and JPMorgan in multiple locations across New York, Singapore and Jakarta.

Sanjay Tandon
Managing Director, Regional Trade Product, Asia
Bank of America
Jonathan Vojtecky
Director, Global Trade and Supply Chain Sales
Bank of America

FAQ's

What software or platform is this being hosted on?

The 2021 Virtual BAFT Supply Chain Finance Forum will be accessible on the BAFT Events app via desktop, mobile or tablet. You will need to download the BAFT Events app ahead of time either at the Google Play or Apple Store. The app is also accessible on desktop browsers.

The app will be available 1 week prior to the event. You will receive a personalized link from BAFT reminding you to download the event app or log in via desktop to verify your account.

The livestream sessions will be broadcast via Zoom Webinar. You need to download Zoom to your device, if you don’t have it installed. The day of the virtual event, make sure you are signed in to BAFT Events and Zoom for a seamless event experience

Why do I need the BAFT Events app?

The BAFT Events app is your gateway to the virtual event. You can access the event via your mobile phone, tablet or on the web. With BAFT Events, you can:

  • Join the live sessions, ask questions, participate in polls
  • See a list of attendees, speakers and their shared information
  • Send messages and connect with attendees and speakers before, during and after the event
  • Access the program and schedule sessions you plan to attend
  • Take notes on sessions and email them to yourself after the session
  • Access any speaker handouts, session and or sponsor flyers
  • Connect with sponsors, solution providers and exhibitors

Do I need to download anything?

Yes, you will need to download the BAFT Events app either via Google Play or the Apple Store ahead of time if you plan to use your mobile device or tablet. The app will be available prior to the event. You will receive a personalized link from BAFT reminding you to download the event app.

If you are planning to join the virtual event via your laptop or desktop computer, you simply need to use the online link sent to you as part of your account confirmation.

How will I login in during the event?

To join the virtual event, simply log in to BAFT Events app from your mobile device or tablet, or go online if using a laptop or desktop computer. Make sure to type the email address you used to register for the event. You can then proceed to My Schedule, choose the session and click on ‘Join Live Webcast’ to join the session.

Will you email me information about logging in and who can help me if I have issues?

Yes, BAFT will send an email to download the BAFT Events app. A reminder will be sent closer to the event dates if you have not downloaded and set up your account yet. You can always contact [email protected] if you have issues downloading or logging in to BAFT Events.

What if I cannot attend the sessions live? Am I able to watch later?

All sessions will be recorded and available on-demand to all registered attendees via the app. An email will be sent to all attendees once these recordings are available.

What if my institution or company doesn’t allow me to access the platform?

Please test ahead of time to ensure you can join the virtual event. The BAFT Events app works best with Internet Explorer (IE) 11, as well as the latest versions of Firefox, Chrome, Safari, and Microsoft Edge. If using a mobile device, IOS 11 or higher and Andriod 7.0 or higher work best.

The webcast for each session is via Zoom Webinar. If your device does not have Zoom installed, please make sure you download and sign in to Zoom prior to the virtual event.

To test, sign in to your BAFT Event account then select a session under Agenda or My Schedule and click on the Join Webinar link. BAFT Events works in several devices – computers, tablets and mobile phone. If one device doesn’t work, we suggest you test other devices ahead of time to make sure you can access the sessions.

Will I be able to ask questions?

Yes, you can certainly ask questions via a Q&A dialog box during each session.

Will I be able to speak with the other attendees? Will other attendees be able to see me?

You can connect with attendees before, during and after the event. Simply click the Attendees icon, and you can search, message, exchange contact details and even arrange meeting times with fellow attendees.

No, other attendees will not be able to see you during the sessions. Zoom Webinar is a one-to-many platform. You will be able to see the speakers and panelists, but they will not be able to see you.

Is the conference eligible for CPD credits?

The forum program has been accredited by The London Institute of Banking & Finance (LIBF) as meeting the standards for ongoing CPDs required for recertification of the following international trade finance certifications.

Certifications Total # of CPDs Available
Certificate for Documentary Credit Specialists (CDCS) 7
Certificate for Specialists in Demand Guarantees (CSDG) 7
Certificate in Supply Chain Finance (CSCF) 7
Certificate in Trade Finance Compliance (CTFC) 4

Additional CPD units are also available if you register for the 31st Annual Conference on International Trade.

Who We Are

BAFT is the leading global industry association for International Transaction Banking. It helps bridge solutions across financial institutions, service providers, and the regulatory community that promote sound financial practices enabling innovation, efficiency, and commercial growth.

Get Your Brand in Front of Your Target Audiencee

Position your company as a Supply Chain Finance leader and gain access to trade finance professionals, especially those who specialize, or are interested in, Supply Chain Finance. BAFT is offering exclusive sponsorship options based on your organization’s thought-leadership, marketing, branding and lead generation goals.

Sponsorship Opportunities

Premier Sponsor – Two Available
  • Recognition as a Premier Sponsor
  • Speaking spot in the conference program*
  • Two (2) complimentary conference registrations
  • Rotating sponsor banner displayed on BAFT Events mobile and desktop applications
  • Additional one-page flyer/virtual mailing to registered conference attendees pre- or post-event
  • Logo displayed on PowerPoint slide during event opening of each day
  • Logo included on conference website, registration page and confirmation email
  • Logo included on all email promotion pre- and post-event
  • Recognition as Premier Sponsor for on-demand recording page and live recording**
  • Recognition as Premier Sponsor on BAFT Events “Featured Sponsors” page with option to link your company profile and documents to a customizable “Sponsor Profile” page
  • Registration list with contact details (name, company, title, email) pre- and post-event
Supporting Sponsor – Three Available
  • Recognition as a Supporting Sponsor
  • Two (2) complimentary conference registrations
  • Rotating sponsor banner displayed on BAFT Events mobile and desktop applications
  • Additional one-page flyer/virtual mailing to registered conference attendees pre- or post-event
  • Logo displayed on PowerPoint slide during event opening of each day
  • Logo included on conference website, registration page and confirmation email
  • Logo included on all email promotion pre- and post-event
  • Recognition as Supporting Sponsor for on-demand recording page and live recording**
  • Recognition as Supporting Sponsor on BAFT Events “Featured Sponsors” page with option to link your company profile and documents to a customizable “Sponsor Profile” page
  • Registration list with contact details (name, company, title, email) pre- and post-event

Additional Sponsorship Opportunities

BAFT Events Mobile and Desktop Application – One Available
  • Two (2) complimentary conference registrations
  • Dedicated sponsor splash page with company branding on BAFT Events mobile application
  • Sponsored rotating banner featured on BAFT Events mobile and desktop applications
  • Option to send one pager/virtual flyer to registered attendees pre or post-event 
  • Recognition as BAFT Events Mobile/Desktop App Sponsor during event opening of each session
  • Logo displayed on PowerPoint slide during event opening of each session
  • Logo included on conference website, registration page and confirmation email
  • Logo included on all email promotion pre- and post-event
  • Recognition as Sponsor for on-demand recording page and live recording**
  • Recognition as Sponsor on BAFT Events “Featured Sponsors” page with option to link your company profile and documents to a customizable “Sponsor Profile” page
  • Registration list with contact details (name, company, title, email) pre- and post-event
Virtual Breaks – Three Available
  • Sponsored branding, logo and/or 30 second video advertisement displayed during break in content programming
  • Recognition as Virtual Break Sponsor during event opening of each series session
  • Logo displayed on PowerPoint slide during event opening of each series session
  • Logo included on conference website, registration page and confirmation email
  • Logo included on all email promotion pre- and post-event
  • Recognition as Virtual Break Sponsor for on-demand recording page and live recording**
  • Recognition as Virtual Sponsor on BAFT Events “Featured Sponsors” page with option to link your company profile and documents to a customizable “Sponsor Profile” page
  • Registration list with contact details (name, company, title, email) pre- and post-event
BAFT Events Mobile and Desktop Banner – Three Available
  • Sponsored rotating banner featured on BAFT Events mobile
  • Recognition as Banner Sponsor during event opening of each session
  • Logo displayed on PowerPoint slide during event opening of each session
  • Logo included on conference website, registration page and confirmation email
  • Logo included on all email promotion pre- and post-event
  • Recognition as Banner Sponsor for on-demand recording page and live recording**
  • Recognition as Banner Sponsor on BAFT Events “Featured Sponsors” page with option to link your company profile and documents to a customizable “Sponsor Profile” page
  • Registration list with contact details (name, company, title, email) pre- and post-event

*subject to planning committee approval

**subject to speaker release agreement approval

Looking for something specific? We can customize your sponsorship package.

For more information please contact:
Matt Kaitz, [email protected], +1 703-200-9071

Testimonials

“It's a great forum for people and organizations to get a better understanding of a complex product.”

Conference Attendee

Los Angeles, California

“The forum provided excellent updates on SCF market developments and especially provided a broad coverage of regional bank's interest in servicing SMEs. Also the legal and fintech guidance were very useful.”

Conference Attendee

Washington, DC

“The supply chain finance program was well structured, with relevant topics, speakers and updates.”

Conference Attendee

New York, New York

“The right level of contacts, along with a detailed discussion about supply chain finance--enjoyed diving into the structural aspects as well as technology developments.”

Conference Attendee

Houston, Texas