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• February 2026 Luncheon- Speed Round: Market Forecast, Economic & Political Conditions, Regulatory Reform, Cash Flow Forecasting, Investment Guidelines

  • When
    February 19, 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    Zions Bank, Founders Room 1 S Main Street, SLC, UT
  • Registered
    10 registrants

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  Speed Round: Market Forecast, Economic & Political Conditions, Regulatory Reform, Cash Flow Forecasting, Investment Guidelines

  Sometimes you just need a quick update on a lot of things. This session will distil the key points on a variety of topics that will get you smart fast. Join our discussion to hear the latest information that you need to make key decisions during your day.

  Learning Outcomes:

  • Listeners will come away with a clear understanding of current risks that face our economy (both political and economic) and how that could impact growth.
  • They will receive forecasts for policy rates and how we are thinking about the future path of interest rates and credit conditions.
  • We will discuss the challenges with forecasting cash flows and what approaches might help.
  • They will gain a better understanding of the regulatory environment and how rules changes could impact your investment guidelines.

  

  Will Goldthwait- Client Portfolio Manager, State Street Global Advisors

  Will is a member of the Fixed Income Investment Management Team and responsible for the communication of cash and fixed income strategy and performance to clients and prospects. He covers multiple sectors and vehicles. Prior to joining State Street in 2014, Will was part of Royal Bank of Scotland and Merrill Lynch’s Institutional Sales Teams and before that worked as a Portfolio Manager for Columbia Management and Fleet Investment Advisors.

  
  

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• March 2026 Luncheon- White-Collar Crime in the Digital Age: Emerging Cybersecurity Threats

  • When
    March 19, 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    Zions Bank, Founders Room 1 S Main Street, SLC, UT
  • Registered
    3 registrants

  Register

  White-Collar Crime in the Digital Age: Emerging Cybersecurity Threats by Ernie Herbert, Dominion Energy 

  
  

  Ernie Herbert is currently employed with Enbridge Gas in the Enterprise Security Department.  Prior to joining Enbridge Gas, Ernie worked for Saudi Aramco as a senior auditor/investigator in Dhahran, Saudi Arabia, investigating allegations to include employee and vendor misconduct, conflicts of interest, product substitution, bribery, etc. 

  Prior to working at Saudi Aramco, Ernie was a Special Agent with the FBI from September 1995 – October 2011 and was assigned to the Salt Lake City division.   During that time he worked White Collar Crime matters for 8 years and then was assigned to the Joint Terrorism Task Force (JTTF) focusing on international terrorism matters.  He was a member of the Salt Lake City division’s SWAT team and a firearms instructor.  From July 2007 – December 2008, he was promoted and assigned as the Assistant Legal Attache in Abu Dhabi, United Arab Emirates.

  
  

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• May 2026 Luncheon- Payments Update

  • When
    May 21, 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    Zions Bank, Founders Room 1 S Main Street, SLC, UT
  • Registered
    3 registrants

  Register

  Payments Update by Jason Carone, Steve Douglass and James Dillard - The Clearing House   

  Jason Carone is a Senior Vice President at The Clearing House, responsible for EPN, the only private-sector ACH Operator.  In his role, Mr. Carone is responsible for strategy, plans and execution of initiatives for growth, efficiency, safety and new capabilities.  He works closely with industry groups, senior managers, regulators and other influencers to enhance the security and functionality of the ACH Network. Mr. Carone participates in industry forums and is a frequent speaker at industry conferences, meetings and events. 

  He has more than 25 years' experience in bank product management, operations, consulting and digital banking, for various firms, including Silicon Valley Bank, Zions Bancorp, P&H Solutions, and U.S. Bank.  He received his undergraduate degree in Economics from the University of Utah and holds the Accredited ACH Professional (AAP), Accredited Payments Risk Professional (APRP), Accredited Faster Payments Professional (AFPP) and Certified Treasury Professional (CTP) certifications.

  Steve Douglass serves as Vice President of Sales and Business Development at The Clearing House.

  Prior to joining The Clearing House, Mr. Douglass spent 14 years at BNY Mellon, where he held various roles within BNY Mellon’s Private Wealth Management, Asset Management and Treasury Services groups. He also spent 1.5 years as a Sales and Relationship Officer in PNC’s Treasury Management – Strategic Partners division.

   Mr. Douglass has been with The Clearing House since October, 2020. He has a Bachelor’s Degree in Business Management and Economics from the University of Pittsburgh and holds the Certified Treasury Professional designation from the Association for Financial Professionals.

  James Dillard is part of the Client Relationship Management team at The Clearing House. He is responsible for identifying and securing new clients.

  James has over three decades of Treasury and leadership experience across a variety of roles and has previously worked at JPMorgan Chase and a regional financial institution.

  James has presented multiple times on instant payments, for both the Association for Financial Professionals, (AFP), and the US Faster Payments Council. James is a Certified Treasury Professional (CTP).

  
  

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