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North Carolina

2015-2016 "Tee-off for Treasury" Meeting
Greensboro, NC
O'Henry Hotel

http://www.ohenryhotel.com/

September 17, 2015

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

 

9.6 CTP Credits

4.8 FP&A Credits 

        Thursday, September 17, 2015

8:00 AM

Registration

 

9:00 AM

Same Day ACH: Past, Present and Future

Penny Page 

(Wells Fargo)

10:00 AM

An Overview of Privacy Liability Insurance: 

How to Stay Defensible Before,

During and After the Data Breach

Alex Ricardo

(Beazley)

Alyson Newton

(Rutherfoord)

11:00 AM

Treasury as a Strategic Partner

Greg Person

(Kyriba)

 

 

12:00 PM

Lunch and Speaker (12:30PM)

Implications of Regulatory Reform

Kerry Pope

(Fidelity)

1:30 PM

NCTMA Business Meeting

 

2:15 PM

Ambiguous Threats Demand Definitive Solutions:  Multi-Factor Authentication in Financial Services

Greg Cannon

(CrossMatch)


 

3:20 PM

Solving the FX Puzzle

Scott Drake

(Wells Fargo)


 

4:20 PM

Negotiating Treasury Management Today…Leveling the playing field

 

Brian Swanson

Gabriel Guerrero

(Vizant)

 

      

5:30 PM

Social/Networking

 

6:00 PM

 

 

Dinner and Speaker (6:30)

Payments Update

 

Gary Nesbitt

(GNesbitt Consulting) 

 

 

 

 

       

Charlotte, NC
Duke Mansion

http://www.dukemansion.com/

 

2.4 CTP Credits

2.4 FP&A Credits 

 

Due to limited parking, Valet Parking will also be available for attendees

       

October 8, 2015

 

11:00 AM

Fraud Awareness - Fraud Prevention

Jennifer Dunn

(BB&T)

 

12:00 PM

Social/Networking

 

12:30 PM

Lunch & Speaker

 The U.S. and Global Economic Outlook:

 A Great Divide?

 

Sarah Watt House

(Wells Fargo)

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?

Winston-Salem.NC
Graylyn Estates


http://www.graylyn.com/

 

December 10, 2015




4:00 PM

The importance of managing the business riisk of Fraud.

Corbin Hankins -

SunTrust

 

5:00 PM

Social/Networking/Dinner

 

6:15 PM

Financial Operating Challenges to bring blessings to Millions.

 

 

Merrill Littlejohn -

Samaritan's Purse      

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?

Raleigh, NC
City Club Raleigh

http://www.clubcorp.com/Clubs/City-Club-Raleigh

February 11, 2016

11:00 AM

Economic Update

Mike Walden

NC STATE University

12:00 PM

Social/Networking

 

12:30 PM

Lunch & Speaker   

Mobility for Coprorate Treasuries - What's at Stake?

Craig "Sandy"

Saxer

(PNC)

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?

Lexington, NC
Childress Vineyards
http://www.childressvineyards.com/

March 10, 2016

4:00 PM

Robert (Bob) Burgin

The Wine Business

5:00 PM

Social/Networking

 

6:00 PM

Dinner & Speaker

Topic:  Discussion on Succession Planning

 

Round Table with

John Harwell

(ECMD Inc)

 

Myrtle Beach, SC
Kingston Plantation

www.kingstonplantation.com

May 22, 2016 - May 25, 2016

Visit

http://www.carolinascashadventure.com

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

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