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North Carolina

To registrate for our Webinars please go to the "Meeting Registration" page!

Golf Outing 12:00 PM  Wednesday, September 20, 2018     

 

2017-2018 "Tee-off for Treasury"Meeting

 Greensboro, NC
 Grandover Resort


www.grandover.com




  September 20, 2018

Room reservations can be made by contacting Grandover at 800-472-6301

 

Power Point Presentations will be

available for downloading under the

Members Only Section

 

   CTP/CCM/CPE Credits

   FP&A Credits 

        Thursday, September 20, 2018

8:00 AM

Registration

Carlisle Room

9:00 AM

Beyond the Buzz

Update on Emerging Technology

Stephen Marra - Wells Fargo

 

 

Wells Fargo

10:00 AM


Understanding Cyber Liability & the Emerging Risk Landscape

 

Laura Wiggs, Beazley

Group

11:00 AM


Purchase-to-Pay Trends and Insights: Implications for Treasury Leaders

Apex Analytix

 

12:00 PM

 

Lunch  

SWIFT, an overview of Global Financial Services Cooperative

 

Will Liu, SWIFT

 

1:30 PM

NCTMA Business Meeting

John Miller

2:15 PM

Treasury Advisory, Is it time to invest in treasury technology? Maybe

 

Kyriba

 

3:15 PM


Collection Update, the way banks are improving lockbox/collections and the integration to the customer GL

 

 

Blaine Carn

PNC

 

4:15 PM


The State of Banking in NC
TBD

 

      

5:30 PM

Social/Networking

 N/A

6:00 PM

 

 

 

Career Success & Communication Skills                

 


Tanya Kuznetsova

 

 

       

 

October 16, 2018

Lunch Meeting


UNC-G Elliott Center 

507 Stirling St. 

Cone Room C

Greensboro, NC 27412

 

CTP Credits

FP&A Credits


       

 

 

11:00 AM

Discussion on tariffs. The past, the present, the future, and the implications on the economy and Treasury professionals

Ken Snowden

Professor, Department of Economics @UNC-G

12:00 PM

Social/Networking

 


12:30 PM


Lunch and Business Meeting

 

 John Miller

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 6, 2018

Lunch Meeting

 

Bank of America Corp. Center, 101 N Tryon St. Charlotte, NC Area



 CTP Credits

 FP&A Credits



11:00 AM

Economic Update

Tim Martin -Bank of America


12:00 PM

Social/Networking- Team Motivation-

You can Win, Eric "Sleepy" Floyd, Retired Professional Basketball Player

 


12:30 PM

Innovation

Jonathan Aguallo Bank of America       

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 7, 2019 Meeting


NC Museum of Art

2110 Blue Ridge Rd.

Raleigh, NC


 CTP Credits 2.4

 FP&A Credits


2:30 PM

Private Tour of Permanent Collection Called "Treasury through Art"

This tour is limited to 15 participants.  Please email Kristy if you would like to attend. Kristy.Kretzschmar@ma

rtinmarietta.com

4:00 PM

Panel Discussion - Robotics vs TMS vs Excel...WHAT direction should we take?

Robotics/AI – Mark O’Toole, Cashforce. 

TMS—Markus Hozmuller, Treasury Intelligence Solutions, Inc.

Excel—Josh Howery, Martin Marietta 

Moderator—Robert Vettoretti, Managing Director, PwC Consulting

5:00 PM

Cocktail Hour & Dinner

Benchmarking Treasury: How do you compare?

Craig Jeffery, Strategic Treasurer.  Strategic Treasurer was formed in  2004 to help corporate, educational and government entities craft realistic goals and achieve significant benefits quickly. 

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?

What else happens in March besides March Madness? 
   

You guessed it…a NCTMA meeting!

The topic is Basketball and we are going to explore the way sports is related to Treasury!

   

March 14, 2019 Meeting


Bib's Downtown

675 W. 5th St. Winston Salem, NC


www.bibsdowntown.com



 2.4 CTP/CCM Credits

 1.2 FP&A Credits


11:00 AM Best Practices concerning Payment Processing”.

In the session we will look at the future of payments and case studies on how corporates have  implemented payment hubs to streamline payments processing, reduce cost, eliminate employee errors and proactively fight fraud.

Brad Teaver, Kyriba


We are privileged to have Kryiba as a sponsor of the NCTMA team this year.


12:00 PM

Lunch and social time

 

12:45 PM

Artificial Intelligence” from a practical standpoint.

We will also review business applications of current AI usage in treasury operations at a few other companies. We will then look for the future as to how you would add or incorporate Artificial Intelligence, or if it is even needed.


Steven H Shafer III - Wells Fargo


NCTMA is honored to have Wells Fargo as a sponsor and game changer for many years.

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

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