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

 2017-2018 "Tee-off for 

 Treasury"Meeting

 Greensboro, NC
 O'Henry Hotel


http://www.ohenryhotel.com/

  September 21, 2017

Room reservations can be made by contacting O'Henry Hotel at 336-854-2000 and be sure to mention NCTMA at time of reservation to take advantage of special rate.

Power Point Presentations will be

available for downloading under the

Members Only Section

 

   CTP/CCM/CPE Credits

   FP&A Credits 

        Thursday, September 21, 2017

8:00 AM

Registration

 N/A

9:00 AM

AFP national survey on payments and fraud 

an overview of AFP membership and programs

 

 

Magnus Carlsson- AFP

10:00 AM


 Spend analytics and its impact on Treasury

 

Jeff Meredith - Basware

11:00 AM

Balancing Operational risk and

Innovation in Finance Departments

 

Allison Flexer
Vizant

 

12:00 PM

 

Lunch  

Treasury Management actions

in a rising rate environment

 

Cathy Bader
Wells Fargo

 

1:30 PM

NCTMA Business Meeting

Kim Shalewitz

2:15 PM

Cyber Security and Fraud Protection

 

John Rastovski JPMorgan

 

3:15 PM

A Potpourri of Prime -

Post reform prime funds and like options for cash

 

 

John Mosko

Federated

 

4:15 PM

Building A Brighter Future - Business Process Redesign
Eric Webb - BB&T

 

      

5:30 PM

Social/Networking

 N/A

6:00 PM

 

 

 

Dinner and Speaker     Cash is King - working capital efficiency is the key to improved valuation                     

 


Katie Saez

SunTrust

Bedford Boyce.  Barringer Construction

 

 

       

 

October 11, 2017 Lunch Meeting

PNC Arena

Raleigh, NC 

 

https://www.thepncarena.com 

 

CTP Credits

FP&A Credits


       

 

 

11:00 AM

Do I Really Need Treasury Technology

Steven Otwell - Kyriba

 

12:00 PM

Social/Networking

 


12:30 PM


Representative Nelson Dollar 

North Carolina House of Representatives

 

The North Carolina State Economy, Budget and the impact of Health

Care on the Economy 

 

 

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?

December 8, 2017 Lunch Meeting

 

One Bank of America Center

150 N College St, 6th Fl

Charlotte, NC



 CTP Credits

 FP&A Credits



11:00 AM

John Shin - Senior G10 FX strategist, Bank of America



12:00 PM

Social/Networking

 


12:30 PM

Angela Acosta - Managing Director, BDO

        NC’s Tax Reform: compare & contrast NC to other competing states

 

 

         

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?

February 15, 2018 Meeting


Grandover Resort

1000 Club Lane

Greensboro, NC 27407


 CTP Credits

 FP&A Credits


11:00 AM

       

Angie Grunte - Chief Operating Officer, Vizant

Payments Benchmarking and Analytics


12:00 PM

Social/Networking and Lunch

 

12:30 PM

James Troutman - Treasury Mgmt. Officer: PNC

How Millennials are Changing the Payments Landscape


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?

March 22, 2018 Meeting


Childress Vineyards

1000 Childress Vineyards Road

Lexington, NC 27295


 CTP Credits

 FP&A Credits


4:00 PM

Eric Webb - Technical Product Consultant, BB&T

Cyber Awareness and Business Email Compromise 



5:00 PM

Social/Networking

 

6:15

Dinner and Speaker




If you have any questions, please e-mail: info@nctma.org.

© 2007 North Carolina Treasury Management Association

Powered by Wild Apricot Membership Software