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North Carolina

 

2013-2014 "Tee-off for Treasury" Meeting
Greensboro, NC
The O'Henry Hotel

www.ohenryhotel.com

September 19 - 20, 2013
        

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

 

Approved for up to 10.8 CTP/CCM recertification credits by the Association for Financial Professionals

Thursday, September 19, 2013

 

10:00 AM

Registration

11:00 AM

 

 

 

 

12:00 PM

Liquidity Management: Beyond Quantitative Easing with Kerry Pope from Fidelity Investments

 

Lunch & NC State's Debt Management with Vance Holloman, Deputy State Treasurer, State of NC              

1:30 PM

 

2:15 PM

 

 

3:20 PM

 

 

4:20 PM

 

 

 

5:30 PM

 

6:00 PM

 

NCTMA Business Meeting

 

Smart Safe Technology with Jim Halpin from ArcaTech 

 

Merchant Services with Jonathan Stout from Wells Fargo

 

Collecting Payments - A US Postal System Update with "Sandy" Saxer from PNC Bank

 

Social/Networking

 

Dinner & Economic and Market Overview: "Light at the end of the tunnel or train approaching?" with Jeff Schappe from Sterling Capital Management               

 

Friday, September 20, 2013

 

8:00 AM

Breakfast (On your own)

 

9:00 AM

 

 

 

 

10:15 AM

 

 

 

11:30 AM  

Disaster Recovery planning base considerations and alternatives with Steven King from DRS Disaster Recovery Services

 

Rhyme and Reason: A Look at Banking's Repetitive Nature with Rob Hajduch from US Bank

 

Cyber Awareness with Chris Scott from BB&T Bank

 

Clemmons, NC                                             The Village Inn Event Center

www.thevillageinn.com

Thursday, October 24, 2013

 

4:00 PM  

10 Ways to improve Global Treasury with Stacy Hartley from Wells Fargo

 

5:00 PM

Social/Networking

 

6:00 PM

Dinner

 

6:30 PM

Trends in International Trade Finance: a primer on Supply Chain Finance and the Export-Import Bank of the United States with Paul Frost and Kathryn Carter from Bank of America Merrill Lynch

 

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?

Durham, NC
The Cotton Room

www.thecottonroomdurham.com

Thursday, December 5, 2013

4:00 PM

Liquidity management - best practices in an evolving regulatory environment with Kevin Henson, CTP from Wells Fargo

 

5:00 PM      

Social/Networking

 

6:00 PM

Dinner

 

6:30 PM

Online fraud and how to protect your business with Joe Flannery from BB&T

 

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?

Salisbury, NC
The Country Club of Salisbury

www.ccofsalisbury.com

Thursday, February 6, 2014

4:00 PM     

Economy of a Country Club and the state of the Golf Game with Randy Padavick, Ron Bivins, and Antwaun Thompson of The Country Club of Salisbury

5:00 PM

Social/Networking

 

6:00 PM

Dinner

 

6:30 PM

Healthcare Evolution - Impact for Treasuries with Craig "Sandy" Saxer from PNC Bank

 

 

        

This is a Membership Drive Meeting of the year. 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
North Carolina Botanical Gardens

www.ncbg.unc.edu

Tuesday, March 4, 2014

 

2:30 PM   

Tour of Garden - 75 min

 

4:00 PM

How to talk to your bank about your credit needs with Ken Reece from First Tennessee Bank

 

5:00 PM

Social/Networking

 

6:00 PM

Dinner

 

6:30 PM

Loan Process from the Corporate perspective with Elizabeth McGee from New Apple, Inc

 

Myrtle Beach, SC
Kingston Plantation

www.kingstonplantation.com

May 18, 2014 – May 21, 2014

 

Visit

http://www.carolinascashadventure.com

 

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

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