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North Carolina

2012-2013 "Tee-off for Treasury" Meeting
Greensboro, NC
The O'Henry Hotel

www.ohenryhotel.com

September 20 - 21, 2012

Room reservations can be made.

Power Point Presentations will be available for downloading
under the Members Only Section:

        Thursday, September 20, 2012

10:00 AM

Registration

 

11:00 AM

How to Craft a Short-Term Investment

Policy

James Long -

US Bank

12:00 PM

Lunch & Speaker - Debt Capital

Markets 101

Doug Fink -

US Bank

1:30 PM

NCTMA Business Meeting

 

2:15 PM

Education Begins with You: Strategies to

Help Mitigate Fraud

Michael Timoney -

Bank of America

3:20 PM

Highlight of the Dodd Frank Business

Conduct Rules

Nancy Rigby -

US Bank

4:20 PM

Regulatory Reforms Impacting Corporate

Liquidity Management

Jason Sweatt -

Regions Bank

5:30 PM

Social/Networking

 

6:00 PM

Dinner & Speaker - Managing

Millennials in the Workplace

and Generational Differences

Dr. Jim Westerman -

Appalachian State

University

        Friday, September 21, 2012

9:00 AM

Health Reform Update

Michael Schenk -

Wells Fargo

10:15 AM

Short Term Investments - Market Risks

and Opportunities

Garret Sloan -

Wells Fargo Securities

11:30 AM

International Economic

 Update and Outlook

Tim Quinlan -

Wells Fargo

Winston-Salem, NC
Graylyn International Conference Center
www.graylyn.com


October 25, 2012

4:00 PM

Fraud Update - Spear Phishing and

Social Engineering Attacks

Chris Scott -

BB&T

5:00 PM

Social/Networking

 

6:00 PM

Dinner & Speaker - What's New

with Remote Deposit Capture?

Steve Vaglio -

EastPay

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?

Greensboro, NC
The Empire Room
www.theempireroom.com


December 6, 2012

4:00 PM

Treasury in Latin and South America

Todd Rizzieri -

 JP Morgan

5:00 PM

Social/Networking

 

6:00 PM

Dinner & Speaker - Current State

of Non-Profit Healthcare in Our Region

 and the Challenges

of Healthcare Reform 

Jeff Lindsay -

Forsyth Medical Center

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?

Cornelius, NC
Peninsula Country Club
www.thepeninsulaclub.com


February 7, 2013

4:00 PM

Disaster Recovery - Case Study

Jennifer Dunn -

BB&T

John Harwell -

ECMD

5:00 PM

Social/Networking

 

6:00 PM

Dinner & Speaker - Short Term

 Investments

Capital Advisors Group

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?

Chapel Hill, NC
The Carolina Inn
www.carolinainn.com


March 5, 2013

4:00 PM

Mobile Banking Update

Joe Blount -

BB&T

5:00 PM

Social/Networking

 

6:00 PM

Dinner & Speaker -Acquisitions

Elizabeth McGee -

New Apple, Inc.

Myrtle Beach, SC
Kingston Plantation

www.kingstonplantation.com

May 19, 2013 – May 22, 2013

Visit

http://www.carolinascashadventure.com

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

© 2007 North Carolina Treasury Management Association

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