Stanton Chase uses cookies to ensure you get the best experience on our website. Learn More I accept

Stanton Chase speaks at Bank of America Merrill Lynch conference

Share LinkedIn Share E-mail
Stanton Chase speaks at Bank of America Merrill Lynch conference Cover Image

The breadth of topics covered at a Bank of America Merrill Lynch client conference last week was immense: everything from maintaining connectedness during natural disasters to leveraging social media as a talent management tool to information security.

In light of this spectrum of topics, keynote speaker Peter Markell, chief financial officer and treasurer of Boston-based Partners Healthcare Systems, told conference participants that they must cultivate innovative solutions and be willing to take risks.

The conference, titled Treasury in a Connected World, was held in Hollywood, Fla., and attended by financial and treasury executives from some of BofA Merrill’s most strategic middle-market and large corporate clients. Hosted by the BofA Merrill Global Business Solutions team, the conference allowed participants to gain knowledge from industry practitioners and peers alike. Global Business Solutions is comprised of former CFOs, treasurers, global operations and process experts who bring their unique perspective to the bank’s treasury clients, consulting with them on strategy, design and transformations.

“Our clients are living and working in a dynamic, borderless and data-driven world – a world that is experiencing seismic changes,” said Paige Chesser, head of Global Business Solutions. “These changes – from digitization and social media to multi-generational dynamics – can affect every aspect of our clients’ businesses.”

The conference kicked off with a video that speaks to our “data economy” and the staggering onslaught of new technologies available today.

Samuel Dergel, a consultant and executive recruiter with Stanton Chase International, then led a session on socializing technology, speaking to the role of social media as it relates to success. “Success is a choice,” he said, “and you have an opportunity to change and impact your own career and the people around you. To be successful, you need to be visible, branded and networked.”

In his keynote, Markell provided further insights on the world in which we live by leading a lively discussion on human capital and its criticality to a successful organization.

“Don’t be afraid to make a mistake,” he advocated. “Organizations can paralyze themselves by just letting things float versus forcing escalation and change. Also, an organization is only as strong as the mosaic of people it brings in.”

Other topics featured in the conference included:

  • Excelling beyond borders
  • Staying connected when things go wrong
  • Insights regarding the profiles and motivations of today’s data fraudsters
  • Multigenerational dynamics
  • Steps to stay connected around the globe

In addition to dynamic speakers, the two-day conference also featured interactive roundtable discussions, allowing attendees to voice their thoughts on business transformation, today’s technological phenomenon and the invigorating effect they both have on treasury practices.

For further insight into treasury management topics, conference attendees were given a copy of the reports Transforming Treasury for Growth and Driving Growth in Latin America, produced by the BofA Merrill Global Transaction Services team in conjunction with Treasury Management International magazine.

Bank of America
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small businesses, middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 49 million consumer and small business relationships with approximately 5,000 retail banking offices and approximately 16,000 ATMs and award-winning online banking with 30 million active users and more than 15 million mobile users. Bank of America is among the world’s leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in more than 40 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., all of which are registered broker-dealers and members of SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed.

Copyright 2014 Bank of America Corporation. All rights reserved. Bank of America, Merrill Lynch, Broadcort and their logos are trademarks of Bank of America Corporation and/or its affiliates.

Read the original press release on

Featured Articles

Stanton Chase Partner Featured in Wall Street Journal


Driving Business Strategy With Technology


Aerospace and Defense Industry Veteran Leads Global Sector


Contact a Stanton Chase office near you

Find an office