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North Carolina

2016-2017 "Tee-off for 

Treasury"Meeting

Greensboro, NC
O'Henry Hotel


http://www.ohenryhotel.com/

September 22, 2016

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

 

8.6 CTP/CCM/CPE Credits

3.2 FP&A Credits 

        Thursday, September 22, 2016

8:00 AM

Registration

 N/A

9:00 AM

Today's Treasurer: The "Co-CFO"

Joe Bizzarro

(Vizant)

10:00 AM

Same Day ACH: Past, Present and Future

Claudio Melzer

(Wells Fargo)

11:00 AM

Viewing Liquidity Through a New Lens

Kerry Pope

(Fidelity)

12:00 PM

Lunch 

What Keeps Your Treasurer up at Night?


Duane Davis

(First TN)

1:30 PM

NCTMA Business Meeting

Paula

Montgomery 


2:15 PM

The FinTech Push for Real Time Payments - What's up Doc?

Sandy Saxer

(PNC)

 

3:20 PM

Innovative Payment Networks and Digital Disbursements

Everette Glass

(Bank of

 America)

4:20 PM

Do I Really Need Treasury Technology?

Greg Person

(Kyriba)

      

5:30 PM

Social/Networking

 N/A

6:00 PM

 

 

Dinner and Speaker (6:30)

Automating Cash Handling and Cash Management – Industry Status and Benefits


Tom Bagby & Emanuel Halachev

 (Loomis)

 

 

 

       

Raleigh, NC
PNC Arena


https://www.thepncarena.com/

 

2.4 CTP Credits

1.2 FP&A Credits 

 

 

       

October 11, 2016 

(Lunch Meeting)

 

11:00 AM

Cyber Insurance and the Insurance

Randy Reeves

(Wells Insurance)

12:00 PM

Social/Networking

 

12:30 PM

Lunch & Speaker


SmartSafe: Cash Management

 Reporting


Tom Bagby &

Emanuel Halachev

(Loomis)


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?

Concord, NC
Great Wolf Lodge Resort


https://www.greatwolf.com/concord/

 

December 15, 2016



2.4 CTP Credits

1.2 FP&A Credits


4:00 PM

Assessing the State of NC's Economy

Richard Kaglic

Federal Reserve

Bank 

5:00 PM

Social/Networking/Dinner

 

6:15 PM

AP vs AR: Synergetic Partners or

Unrelenting Adversaries

 

 

Adam Kruis &

US Bank           

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
Castle McCulloch




February 9, 2017


2.4 CTP Credits

1.2 FP&A Credits


4:00 PM

TBA

Aeron Sharpe

Vizant

5:00 PM

Social/Networking

 

6:15 PM

Dinner & Speaker   

Trends & Observations Around 

Electronics Payments Strategy

Jason Cagle

SunTrust

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?

Columbia, SC
Spirit Communications Park:

Columbia Fireflies Stadium

http://www.spiritcommunicationspark.com/


March 9, 2017

(Extended Lunch Meeting)


3.6 CTP Credits

1.8 FP&A Credits


11:00 AM

Landscaping the Internet of Things: Emerging Trends in Payment Technology

Melany Franklin

Wells Fargo Bank

12:00 PM

Lunch

 

1:00 PM



2:00 PM


Life in the SC Treasurer's Office



Transitioning a Business to a New 

City

Curtis Loftis

SC State Treasurer


Brad Shank:

Fireflies 

Executive 

Myrtle Beach, SC
Kingston Plantation


www.kingstonplantation.com


May 21, 2017 - May 24, 2017

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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