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Turning Treasury Pain Points into Automation: Amherst’s Journey (I)

by admin | Mar 3, 2025 | Session 04

We will explore the different automation methods that Amherst has implemented within its treasury and finance teams. This session will detail how technology has made Amherst more efficient and less error-prone in daily activities. Treasury and finance automation areas...

Flash Forecast: Markets, Money, and the Future of Investment (B)(I)(E)(G)

by admin | Mar 3, 2025 | Session 04

This fast-paced session delivers quick, actionable insights on the latest economic and political conditions, market forecasts, and regulatory reform. Topics include cash flow management, forecasting techniques, and evolving investment guidelines. The session will also...

The ISO 20022 Quest: Maximizing Your TMS Investment with Your Financial Institution (I)

by admin | Mar 3, 2025 | Session 04

As you look to maximize your company’s investment in a treasury management system (TMS), many financial modules support the use of ISO 20022, the global standard for financial messaging, which promises interoperability for financial processes. But what challenges lie...

Industry Roundtable: “Best Practices to Optimize Vendor Management” and “Challenges and Opportunities of Expanding Globally” (A)

by admin | Mar 3, 2025 | Session 04

Join your peers in the energy industry to discuss best practices to help optimize vendor management and negotiate favorable supplier discounts. We will also discuss challenges and opportunities of expanding globally, among other topics that are top of mind in the...

CTP – Session 4 – Mastering CTP (ETM7) Materials (B)

by admin | Jun 12, 2024 | Session 04

Chapter 13: Short-Term Investing/Borrowing Chapter 17: Financial Risk Management

CTP – Session 1 – Mastering CTP (ETM7) Materials (B)

by admin | Jun 12, 2024 | Session 01

Chapter 10: Introduction to Working Capital Management Chapter 11: Working Capital Metrics

CTP – Session S-1 – CTP Exam Overview & Learning How to Learn (B)

by admin | Jun 12, 2024 | CTP Preparatory

Dispelling Common “Myths” About the CTP Exam Multiple Choice Test Question Formats & The Three Levels of Exam Questions Efficient & Effective Methods of Time Management During the Exam-Taking Process Thinking Like a Test-Maker: A Proven Best Practice...

CTP – Session S-2 – Mastering CTP (ETM7) Material (B)

by admin | Jun 12, 2024 | CTP Preparatory

Chapter 3: Banks and Financial Institutions Chapter 4: Payment Systems Chapter 7: Relationship Management and Vendor Selection

CTP – Session S-3 – Mastering CTP (ETM7) Material (B)

by admin | Jun 12, 2024 | CTP Preparatory

Chapter 8: Financial Accounting and Reporting Chapter 9: Financial Planning and Analysis
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Hotel Information

JW Marriott San Antonio Hill Country Resort & Spa | SOLD OUT
23808 Resort Parkway
San Antonio, TX 78261
Phone: (210) 276-2500

Golf Information

To Join the Fairway Fiesta Tournament at TEXPO – TPC San Antonio go through the Registration Center

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