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North Carolina

Greetings to All NCTMA Members, Prospective Members and Guests! 

We are looking forward to the upcoming year and are working on presenting topical and useful meeting content throughout the year. Our first event is on September 19th at the BRAND NEW Hyatt Place in Downtown Greensboro. The facility is gorgeous and overlooks the baseball stadium with nearby restaurants and accessible FREE parking . We are currently finalizing the schedule and working on another great line up of venues for the balance of the membership year with the plan to provide updates over the next month.  Additionally, we want to continue our focus on increasing membership and participation from our members. 

Last year:

  • We incorporated corporate and student membership options with much success.  Our objective was to make membership more attractive for corporations with multiple members and to attract students interested in Treasury.  We achieved our goal of increasing active membership above 100!

  • We expanded our offerings to include 3 Webinars (over 30 attended each session).

  • Attendance at live events was excellent (over 35 attendees per session).

This year:

  • We are testing a new "discussion board" function that encourages direct member-to-member participation at your option. We are aiming to launch prior to the kick-off event in September.

  • We have enabled a mobile app! Download "Wild Apricot" for members and sign-in. That's it. You can view and sign-up for events right on the app. We are hoping to "link" the discussion board at a later date.

  • We are planning to introduce a newsletter/blog/podcast type of add-on to our offerings.

  • We will continue to offer our "live" webinar offerings at relevant points throughout the year.

Registration is now open for the 2019-2020 program year.  I encourage you to RENEW your membership or join as a NEW MEMBER today.  The cost of an NCTMA membership continues to be an extremely exceptional value.  These meetings are excellent networking opportunities, while at the same time allowing individuals to earn continuing education credits (CTP, CPE and FP&A).  The annual membership fee for this year is $195.  This membership fee covers admission to the September mini conference and the four workshops and dinner/lunch meetings held during the year. The invited guest fees for non-members will be $125 for the September mini conference, and $50 for the dinner/lunch meetings.  We also have the Corporate Membership option available at a rate of $500 and this covers up to 5 members and a Student Membership option of $50. 

Please note if you are a member of the Association for Financial Professionals (AFP), the AFP membership fee is paid directly to AFP.  Being a member of the AFP is not a prerequisite for joining the NCTMA.

North Carolina’s Treasury Management Association is unique relative to other regional AFP associations, in that we pull members from throughout the state of North Carolina.  Most other regional organizations are able to support their membership, and hence, their association, by pulling members from a single city.  This unique situation allows the NCTMA to have meetings all across the state.  As in the past, we will begin this year with the Tee-Off meeting in Greensboro.  This mini educational conference will be held at the Hyatt Place on September 19th.  There will be four additional dinner/lunch meetings during the year at various locations across the state.  The program year will conclude with the annual Carolinas Cash Adventure Conference in May at North Myrtle Beach. 

Mark your calendar now with the year’s program schedule:

·     September 19, 2019 Hyatt Place, Greensboro

·    October 23, 2019 Raleigh, NC - PNC Arena - Working Capital Summit

·     December 12, 2019 Charlotte, NC - Bank of America Corporate Center - Innovation in Treasury

·     February 25, 2020 - TBD

·     March 19, 2020 - Natty Greene's Brewing Company, Greensboro, NC

·     May 17-20, 2020 Kingston Plantation, Myrtle Beach

After enrolling as a member, I hope that you will register online to attend the all-day conference in September at the Hyatt Place.  You will need to reserve your room at the Resort if you plan to stay the 18th or 19th.  The hotel has reserved a block of rooms for the NCTMA at a special rate and I urge you to make your reservations as soon as possible. The group rate is valid until the end of August.

The first three dinner/lunch meetings will be membership drive meetings (October, December & February).  All members are encouraged to invite a prospective practitioner member to join us for the evening at no additional cost for their first visit.  After their first visit they will be asked to pay $50 as a guest if they choose not to become a member. I want to emphasize the importance of growing membership.  In order to maintain and grow, the organization has to continue to bring in new members.  I encourage each of you to bring someone new to join NCTMA this year. 

Last but not least, NCTMA’s future depends on its volunteers’ commitment to the association and its ability to groom leaders from its volunteer population.  To that end, I am excited to welcome Melissa Hylton and Karen Jeffries to our VP and Secretary officer positions and welcome back Tanya Kuznetsova as Membership Chair and LeeAnn McDaniel as Treasurer!  I want to thank our previous Presidents and committee members for their many contributions. You are the reason NCTMA has been able to make progress every year and become an example for many other regional treasury associations to follow.   I am glad to have this opportunity to serve as your President and look forward to seeing you at the Kick Off meeting in Greensboro. Please call me at (516)669-0620 or email with any questions or concerns.



Steve Gobbo

2019-2020 NCTMA President




If you have any questions, please e-mail:

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