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2016-2017 Meetings
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2016-2017 "Tee-off for Treasury"Meeting Greensboro, NC available for downloading under the Members Only Section
8.6 CTP/CCM/CPE Credits 3.2 FP&A Credits |
Thursday, September 22, 2016 | |||
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8:00 AM |
Registration |
N/A |
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9:00 AM |
Today's Treasurer: The "Co-CFO" |
Joe Bizzarro (Vizant) |
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10:00 AM |
Same Day ACH: Past, Present and Future |
Claudio Melzer (Wells Fargo) |
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11:00 AM |
Viewing Liquidity Through a New Lens |
Kerry Pope (Fidelity) |
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12:00 PM |
Lunch What Keeps Your Treasurer up at Night? |
Duane Davis (First TN) |
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1:30 PM |
NCTMA Business Meeting |
Paula Montgomery |
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2:15 PM |
The FinTech Push for Real Time Payments - What's up Doc? |
Sandy Saxer (PNC)
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3:20 PM |
Innovative Payment Networks and Digital Disbursements |
Everette Glass (Bank of America) |
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4:20 PM |
Do I Really Need Treasury Technology? |
Greg Person (Kyriba) |
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5:30 PM |
Social/Networking |
N/A |
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6:00 PM
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Dinner and Speaker (6:30) Automating Cash Handling and Cash Management – Industry Status and Benefits |
Tom Bagby & Emanuel Halachev (Loomis)
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Raleigh, NC
2.4 CTP Credits 1.2 FP&A Credits
October 11, 2016 (Lunch Meeting)
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11:00 AM |
Cyber Insurance and the Insurance |
Randy Reeves (Wells Insurance) |
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12:00 PM |
Social/Networking |
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12:30 PM |
Lunch & Speaker SmartSafe: Cash Management Reporting |
Tom Bagby & Emanuel Halachev (Loomis) |
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This is a Membership Drive Meeting. Members may register prospective "practitioner members" as their guests without having to pay the normal $50 event fee. This does not apply to guests that may be prospective "associate members," unless the guest works for an organization that is not represented in the NCTMA. Who will have the most prospective members? |
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Concord, NC https://www.greatwolf.com/concord/
December 15, 2016 2.4 CTP Credits 1.2 FP&A Credits |
4:00 PM |
Assessing the State of NC's Economy |
Richard Kaglic Federal Reserve Bank |
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5:00 PM |
Social/Networking/Dinner |
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6:15 PM |
AP vs AR: Synergetic Partners or Unrelenting Adversaries
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Adam Kruis & US Bank |
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This is a Membership Drive Meeting. Members may register prospective "practitioner members" as their guests without having to pay the normal $50 event fee. This does not apply to guests that may be prospective "associate members," unless the guest works for an organization that is not represented in the NCTMA. Who will have the most prospective members? |
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Greensboro, NC
2.4 CTP Credits 1.2 FP&A Credits |
4:00 PM |
TBA |
Aeron Sharpe Vizant |
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5:00 PM |
Social/Networking |
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6:15 PM |
Dinner & Speaker Trends & Observations Around Electronics Payments Strategy |
Jason Cagle SunTrust |
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This is a Membership Drive Meeting. Members may register prospective "practitioner members" as their guests without having to pay the normal $50 event fee. This does not apply to guests that may be prospective "associate members," unless the guest works for an organization that is not represented in the NCTMA. Who will have the most prospective members? |
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Columbia, SC Columbia Fireflies Stadium March 9, 2017 (Extended Lunch Meeting) 3.6 CTP Credits 1.8 FP&A Credits |
11:00 AM |
Landscaping the Internet of Things: Emerging Trends in Payment Technology |
Melany Franklin Wells Fargo Bank |
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12:00 PM |
Lunch |
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1:00 PM 2:00 PM |
Life in the SC Treasurer's Office Transitioning a Business to a New City |
Curtis Loftis SC State Treasurer Brad Shank: Fireflies Executive |
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Myrtle Beach, SC May 21, 2017 - May 24, 2017 |
Visit |
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