NCTMA logo rgb.JPG mgmt.JPG NCTMA-Main.jpg assoc.jpg
North Carolina

Greetings to All NCTMA Members, Prospective Members and Guests!

I am very excited to begin the 2017-2018 program year for the North Carolina Treasury Management Association.  As we open registration for this year, I hope that everyone is having a great summer.  We look forward to the fall and the commencement of our program year.  We  are currently finalizing the schedule and working on another great line up of venues this year!  Our speakers and topics will be interesting and educational to all attending.  Additionally, we want to continue our focus on increasing membership with our first three dinner meetings as membership drive meetings.  

Registration is open soon for the 2017-2018 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 membership fee also provides for a substantial discount for the Cash Adventure Conference held at Kingston Plantation.  The invited guest fees for non-members will be $125 for the September mini conference, and $50 for the dinner/lunch meetings.  Please note if you are a member of the Association for Financial Professionals (AFP), the AFP membership fee is to be 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 O'Henry Hotel on September 21st.  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, which is a joint conference of the NCTMA and the South Carolina Association for Financial Professionals (SCAFP).  The joint conference, to be held in Myrtle Beach, has been recognized as one of the most well-attended regional treasury management conferences in the country. 

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

·     September 21, 2017                    O'Henry Hotel, Greensboro

·     October 2017                                TBD                       

·      December 2017                           TBD

·      February  2018                             TBD

·      March  2018                                  TBD

·      May 20-23,2018                            Kingston Plantation, Myrtle Beach


After enrolling as a member, I hope that you will register online to attend the mini conference to be held at the O'Henry Hotel.  You will also need to reserve your room at the hotel.  The hotel has reserved a block of rooms for the NCTMA at a special rate of $$$ per night. This block of rooms will be held until TBD. I urge you to make your reservations as soon as possible by calling 336-854-2000. Make sure to mention North Carolina Treasury Management Association when making your reservation to receive the special rate.  You can also visit the hotel’s website at and click on “quick reservations.”  You can only get the special rate by calling the hotel for your reservation.


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.  Please contact one of our officers by sending an email to if you would like to volunteer at some level.  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 Tee-Off meeting in Greensboro. Please call me at (336) 436-4200 or email with any questions or concerns.



Kim Shalewitiz

2017-2018 NCTMA President

If you have any questions, please e-mail:

© 2007 North Carolina Treasury Management Association

Powered by Wild Apricot Membership Software