Speaking & Thought Leadership

Translating Regulatory Complexity Into Strategic Clarity

Speaking engagements across risk management, regulatory strategy, financial markets, and enterprise transformation — for practitioners, executives, and policymakers who need more than theory.

Conference & Forum Appearances
Conference
Risk USA

Global risk management conference for financial industry practitioners and senior risk executives.

Professional Association
AICPA

American Institute of Certified Public Accountants — speaking to audit, compliance, and finance professionals.

Conference
GFMI

Global Financial Markets Institute — practitioner-focused financial markets education and events.

Regional Forum
Minnesota AFP

Association for Financial Professionals, Minnesota Chapter — treasury and finance executive community.

Speaking Topics

Regulatory Strategy for Financial Institutions

How banks and financial institutions build the governance infrastructure that satisfies Federal Reserve, OCC, and SEC examiners — not just on paper, but under scrutiny. Draws on direct experience managing regulatory relationships and briefing boards.

Enterprise Program Leadership at Scale

What it takes to mobilize 600+ FTEs against a regulatory deadline — governance design, stakeholder alignment, communications architecture, and the disciplines that separate programs that succeed from those that slip.

LIBOR Transition: Lessons from the Front Line

A practitioner's account of building and executing one of the largest LIBOR remediation programs in U.S. banking — including AI-assisted legal remediation, regulatory briefing strategy, and enterprise-wide client communications.

Privacy and Data Governance in the Federal Reserve System

How the Federal Reserve System transformed a fragmented enterprise privacy program into an audit-ready governance framework — and what that model means for institutions navigating evolving data regulation.

Emerging Markets Finance and Risk

Portfolio management, hedging strategy, and regulatory entry in emerging markets — drawing on IFC/World Bank experience across Asia, Africa, and beyond.

University Teaching
Lecturer
Hubert H. Humphrey School of Public Affairs, University of Minnesota
Minneapolis, MN · 2023 – present

Teaching graduate-level coursework at the intersection of public policy, financial markets, and institutional governance.

Peer-Reviewed Research

Frankel, Jeffrey A. and Poonawala, Jumana (2010). "The Forward Market in Emerging Currencies: Less Biased than in Major Currencies." Journal of International Money and Finance, Vol. 29, No. 3, pp. 585–598.

Co-authored with Harvard Kennedy School Professor Jeffrey Frankel. Examines forward exchange rate bias in emerging market currencies versus major currencies — with implications for hedging strategy and international capital flows.

Invite CAPIM Financial to Speak

Speaking inquiries are welcome for conferences, executive forums, university programs, and institutional events. Topics can be tailored to the audience and format.