Building on the success of the first session, this follow-up webinar goes beyond positioning and into the realities of career advancement in transaction banking. In this candid and practical discussion, executive search leader Nicole Meyer will interview a senior transaction banking executive to explore the experiences, decisions, and leadership qualities that helped shape their career journey. Together, they will provide real-world insights into what hiring managers, leadership teams, and sponsors look for when evaluating women for their next role.
Through an open and engaging conversation, attendees will gain a deeper understanding of how to strategically prepare for advancement, increase visibility, and navigate the often-unspoken dynamics that influence leadership opportunities in banking and payments. Whether you are pursuing a promotion, preparing for a broader leadership mandate, or considering your next career move, this session will provide actionable guidance and practical perspectives from both an executive recruiter and a senior industry leader.
What senior leaders wish they had known earlier in their careers
How women can better position themselves for stretch opportunities and leadership roles
The importance of sponsorship, visibility, and relationship-building in career progression
How executive presence and communication influence promotion decisions
Common mistakes professionals make when pursuing their “next role”
Practical strategies for preparing for opportunities before they are formally available
Insights into how hiring and promotion decisions are made behind the scenes
Professionals across transaction banking, payments, trade finance, cash management, treasury services, and related financial services roles who are seeking to advance their careers, increase their leadership visibility, and better understand the factors that influence promotion and leadership opportunities. This session is particularly relevant for emerging and mid-career leaders preparing for their next role or broader leadership responsibilities.
45-minute interview-style discussion + 15-minute audience Q&A
Nicole Meyer
Founding & Managing Partner
The Meyer Partnership
Nicole Meyer is the Founder & Managing Partner of The Meyer Partnership, a specialist executive search firm focused on transaction banking, treasury services, payments, and fintech. She is a frequent industry speaker and trusted career strategist to senior leaders globally.
Chad Wallace
Executive Vice President, Global Transaction Banking
Scotiabank
At Scotiabank, Chad Wallace is driving the transformation of various client-facing treasury capabilities into a holistic and integrated global transaction banking business, aligning innovative solutions with the needs of diverse global clients.
The 2026 BAFT Webinar: How to Position Yourself for the Position You Want – Part 2 registration is complimentary, but you do need to register to attend this event. Please click the registration button below and reserve your virtual seat for this important webinar today.
The 2026 BAFT Webinar will be hosted via Zoom. For a seamless experience, you need to download Zoom to your device, A Zoom link for the June Webinar will be sent to all registered attendees three days prior. Please remember to block your calendar immediately as the appointment June 23, 2026. The webinar will begin at 9:00 AM (EDT) for 1 hour.
We look forward to seeing you there!
Nicole has over thirty years’ experience in banking and executive recruitment. She spent most of her career at Citibank, in her last role as Managing Director, North American Financial Institutions Cash Management Sales Head. At Citibank, Nicole’s roles ranged from Business Development and Sales Leadership to Implementation Head for e-Banking Solutions to North American Cash & Trade Six Sigma Process Reengineering Lead. Prior to Citibank, Nicole worked for The First National Bank of Chicago and Shawmut Bank, in client-facing roles. She started her career in sales at Xerox Corporation. Nicole’s search experience includes hiring senior-level executives for roles ranging from the Global Head of Transaction Banking, to the Global Head of Payments, to Heads of Regions and Countries, Heads of Product, Sales, and Service, and Heads of Operational Risk. Her expertise is in the areas of B2B Payments and Liquidity, Digital Banking, Trade/Working Capital/Supply Chain Finance, and Corporate and Commercial Banking. Nicole began her head-hunting career in 2007 at The Rose Partnership in London as Head of the Corporate and Transaction Banking Practice.
Prior to joining Scotiabank, Chad served as the Executive Vice President of Commercial Solutions at Mastercard, where he was part of the Management Committee. In this capacity, he led a global team designed to build and sell B2B offerings to over 210 countries, including the global corporate card program, where he pivoted the company’s strategy and execution to drive growth. While there, he also led the strategy to launch non-carded B2B payments and additional software services designed for corporate clients. Previously, he was the Global Head of Digital for Transaction Banking within its Goldman Sachs’ Investment Banking division. In this role, he led the digital product and design organization responsible for building the cash management offering, including advanced liquidity and global payment solutions across the US, UK, and EU. Chad has also held Corporate Banking leadership roles at Capital One and was in Retail Banking and Investing prior. At Scotiabank, Chad is driving the transformation of various client-facing treasury capabilities into a holistic and integrated global transaction banking business, aligning innovative solutions with the needs of diverse global clients. He earned a B.A. in Business Administration at Sam Houston State University. Chad is recognized for his exceptional leadership and commitment to fostering an inclusive environment, promoting diverse perspectives, and building high-performing global organizations.
The webinar is being hosted online via Zoom.
The virtual webinar will be hosted via Zoom Webinar. For a seamless experience, you need to download Zoom to your device, if you don’t have it installed. On the day of the virtual webinar, you simply need to click the Zoom link provided to you.
To join the virtual event, simply click the link provided to you. Zoom works on computers, tablets, and mobile phones. There is also an option to dial-in if you are unable to join online. Dialing in will allow you to hear the discussion but you will not be able to view the speakers or any presentations. Please check the dial-in numbers, meeting ID and passcode provided to you with the online link.
Yes, BAFT will send each registrant an email about 1 week before the webinar start date. The email will include the link to the webinar and dial-in information, including the meeting ID and passcode in case you cannot join online. Dial-in option offers local/toll-free numbers for several countries. You can always contact [email protected] if you have issues logging in to the virtual webinar.
The webinar will be recorded and available on-demand to all registered attendees post-webinar. An email will be sent to all attendees once the recording is available.
Please test ahead of time to ensure you can join the webinar via Zoom. Zoom works on different devices – computers/laptops, tablets, and mobile phones. If you cannot access Zoom due to firewall or company restrictions, please check with your IT team if they will give you a one-time exception. Alternatively, try joining via a non-company-issued device or dial into the workshop instead.
Yes, you can certainly ask questions via the Q&A feature during each session. Polling is available in certain sessions and attendees are encouraged to utilize the chat feature as well to dialogue with each other.