Dan White, CTP, Treasury Manager, Zillow

Dan White is a Treasury professional with over 11 years of experience across financial services and the technology sector. He has spent the past six years at Zillow, where he leads Treasury’s cash forecasting, capital movement, and system integration processes. Dan has built short- and long-term cash forecasts from the ground up and specializes in scalable, best-in-class forecasting processes. Prior to Zillow, he worked in corporate treasury at Russell Investments and in financial accounting at BNY Mellon.

Jay Blades, Treasury Services Director, Intermountain Health

Jay D Blades is currently the Treasury Services Director for Intermountain Health. Intermountain Health is a large, Utah-based non-profit integrated healthcare system in the Intermountain West across to six states. It encompasses hospitals, clinics, a large medical group, the SelectHealth insurance plan, and is recognized for quality improvement, value-based care, and using data/technology (like EMRs and genomics) for better outcomes, serving urban to rural communities. 

Jay D has worked in the treasury management field for over 40 years. He holds an MBA and is a Certified Treasury Professional. Over his career he has worked for Associated Food Stores, Salt Lake City Corp, and the State of Utah.

Throughout his career, Jay D has developed several applications to manage cash position, cash forecasting and investments. He has held key roles where he led cross-functional teams to deliver complex solutions to automate and create better accuracy. His leadership style emphasizes collaboration, creativity, and continuous improvement. He is known for his ability to communicate complex concepts clearly and effectively, making him a valued mentor and advisor within his professional network.

Patrick Guilfoy, CTP, CTP(CD), Peak Treasury

Patrick is a consultant specializing Treasury activities and corporate planning and analysis. He has held several senior treasury and finance positions in Fortune 500 companies. In these roles, he has been responsible for all aspects of the global corporate treasury, including cash, investment and debt management, forecasting and budgeting. Patrick is a past President of the NWAFP and has served on several committees of the Association for Financial Professionals (AFP). He holds a Finance degree from the University of Central Florida and a Masters of International Business from the University of South Carolina. Patrick is also a Certified Treasury Professional in the United States and Canada.

Moderator:


Dan Peterson, CTP, CPA, Peterson Consulting and Training

Dan Peterson is a board member of NWAFP since 2019 and is past president.  He has over 20 years’ Treasury and Financial Planning and Analysis experience in corporate roles and higher ed, including Boeing Capital Corporation, University of Washington, Coinstar, and Darigold.  He has expertise in cash and long-range forecasting, bank relationship management and administration, and data analytics.  He has a bachelor’s degree from the University of Washington in Business Administration and an MBA from the U.W.  He is a Certified Treasury Professional and a Washington State CPA.