In Person Event

 September 15, 2026

Wake Forest University

Winston-Salem, NC

"Hire Smarter, Lead Stronger:  Navigating Skills Gaps, AI and Hiring Complexity"

Presentation - Steven Fields, Robert Half

This session highlights how AI, skills gaps, and changing workforce priorities are reshaping treasury talent needs, and provides strategies to build resilient, future-ready teams.

"Treasury Leadership Journeys: Lessons Learned, Career Growth, and Preparing for What's Next"

     Panel Discussion - 
*Jodie Covington, Former Assistant Treasurer of Hanesbrands and Former Treasurer at Centric Brands
*Brandon Carrey, Head of Treasury at Infinity Global
*John Tomlinson, Former CFO of Bell Partners, Inc.
*Moderator—Greg Linkous, Director of Treasury at Bell Partners

Join a panel of accomplished treasury and finance leaders as they share candid reflections on the career decisions, experiences, and lessons that shaped their professional journeys. Through honest discussion and real-world examples, panelists will explore what worked well, what they might do differently, and the key factors that helped them advance into leadership roles.

The conversation will also provide practical advice for professionals at every stage of their careers, including how to build valuable skills, navigate career transitions, expand professional networks, and position themselves for new opportunities.  The panelist will also share insights on how they embraced change, adapted to new technologies and business challenges, and developed the skills and mindset needed to remain successful in an ever-evolving environment.

Whether you are an emerging treasury professional or an experienced finance leader, this session offers actionable insights on career development, leadership, and thriving in an ever-evolving business environment.

Key Topics:

  • Career-defining opportunities and lessons learned
  • What treasury and finance leaders wish they had known earlier in their careers
  • Strategies for career advancement and professional growth
  • Building leadership skills and expanding influence within an organization
  • Adapting to evolving technology, automation, and AI
  • Preparing for the future of treasury and finance

In Person Event/Social 

 October 22, 2026

Top Golf

Greensboro, NC

"No Mulligans in Treasury:  Getting Risk Decisions Right the First Time"

 Presentation - 
Judson Meinhart, Financial Advisor and Director of Financial Planning, Modera Wealth Management, LLC

This session focuses on how treasury teams can make confident, effective decisions in uncertain environments by using practical risk management frameworks and strategies to protect enterprise value.

Networking -

 Connect, compete, and collaborate with fellow treasury professionals in a relaxed, high-energy Top Golf setting. This networking event blends great conversations with a little friendly competition—offering the perfect environment to share insights, exchange ideas, and build valuable relationships across the treasury community.

 NCTMA Webinar

 November 18, 2026


 "Bank Fees:  Achieving the Mission Impossible"

Bridget Meyer, Senior Relationship Manager of Redbridge Debt & Treasury Advisor

This session provides practical guidance on benchmarking bank fees across multiple institutions and evaluating RFP responses to help treasury teams make informed banking decisions.

NCTMA Webinar

 February 2027


"Digital Assets in Treasury: From Hype to Strategy"

Ripple Labs, Inc.

This session examines the growing role of digital assets in treasury, providing a practical look at bitcoin, stablecoins, fintech innovations, and the GENIUS Act, along with the opportunities, risks, and governance considerations shaping treasury strategy.

In Person Event

 March 2027

TBD

Triad, NC 

 "Beyond TMS:  Exploring the Next Wave of Treasury Technology"

Panel Discussion

This panel explores how treasury leaders are modernizing their technology strategies, sharing real-world experiences, lessons learned, and practical insights to improve visibility, efficiency, and control while shaping future treasury roadmaps.

"From Spreadsheet to Script:  How Python Makes Excel Work Harder for Treasury"

Presentation -

Paul Semera; Lead Analyst, Data Science; Martin Marietta

This session demonstrates how treasury teams can use Python and AI to automate manual spreadsheet tasks, improve forecasting accuracy, and gain deeper insights, with practical guidance on getting started and building a more advanced treasury technology strategy.

NCTMA Webinar

 April 2027

"Fraud is Moving Fast.  Treasury Must Move Faster."

Robin Todd, NCSBI Special Agent, Financial Crimes Unit

This session provides a frontline look at emerging fraud threats targeting treasury operations, offering practical strategies to strengthen controls, improve detection, and protect organizations from evolving financial crime risks.

In Person Event/Social

 May 2027

Durham Bulls

Durham, NC

Treasury Night at the Durham Bulls

Join fellow treasury professionals for an evening of insights and connections at the Durham Bulls. This unique event combines a dynamic and open discussion of today’s most pressing treasury topics with a relaxed networking experience at one of the Triangle’s most iconic venues. Enjoy great conversation, fresh perspectives, and a memorable night at the ballpark as you connect with peers across the treasury community.

           

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

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