Karen Willis Ms. Karen Willis has been active in the finance industry for more than 20 years providing technology consulting services--including AGILE & SDLC Waterfall project management, design/development/training for financial and risk management applications. In the position of President, Partner, CFO/Treasurer, AVP and Project Manager-- she has had direct responsibility for the implementation of critical business systems—including a variety of PEOPLESOFT Treasury and TMS vendor applications, as well as SWIFT FIN, SWIFTREF, and ISO20022. Academic credentials held include B.B.A. and M.B.A. degrees in Finance. She is also a Certified Treasury Professional for 19 years as recognized by the Association for Financial Professionals.