Detailed Agenda
X - Executive, A - Advanced, I - Intermediate, B – Basic, G - GTOT Credit
CTP Preparatory Sessions are not available for CTP or FPAC credit.
*Presentation downloads are only available in the App, due to image copyright.
Sunday, April 12th
CTP Preparatory Sessions
1:00pm – 5:00pm
CTP – Session S-1 – CTP Exam Overview & Learning How to Learn (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
CTP – Session S-2 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
CTP – Session S-3 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Opening Keynote
3:00pm – 5:00pm
Wines of the World and the Global Economy (B)
- Raymond C. Vines, CPA, CTP, FPAC, CFO, Consultant, & Trainer – Turningpoint Communications
- Alan Andree, CFA, Corporate Hedging - Convera Canada
Monday, April 13th
General Session
8:15am - 9:30am
U.S. and Texas Economic Update (B)
- William T. Chittenden, Ph.D., President & CEO - SWGSB - SMU’s Cox School of Business
Session 1
9:45am - 10:45am
Innovations driving the Future of Cash, Risk, and Payments (I)
- Jeffrey Lasecki, Sr. Director - Solution Advisory - SAP
The Way We Pay: 2026 & Beyond (I)
- Matt Davies, EVP & Director of Treasury Management - Pegasus Bank
How Saint-Gobain Achieved 35% Payment Term Extension Through Strategic SCF (A)
- Michel Abranches, VP of Working Capital Improvement - Monkey Tech
- Claudio Rosa , Finance Director - Saint-Gobain
Why Treasury Is Uniquely Positioned to Be a Data Leader (I)
- Matt Bramson, VP Sales - Trovata
- Erica Proctor , Senior Treasury Manager - Dallas Cowboys
From Plumbing to Profit Center: Building the Case for Payment Optimization at the Executive Level (E)
- Anand Goel, CEO & Founder - Optimized Payments
Help me understand – Blockchain, Cryptocurrency and Stablecoin (I)
- Ernest L Smith, Principal - E3 Treasury Consulting
The Future of Free Cash Flow: How SCF, ESG, and Al are Reshaping Cash Flow Management (I)
- Nimaya Mitra , Managing Director, Origination - MUFG
- Kelsey Wandel, Assistant Treasurer - Oncor Electric Delivery
APIs in Treasury: Cutting Through the Hype to Drive Real Integration (I)
- Scott Samson, Wholesale Payments Treasury Solutions Consultant - Truist
- Riley Rupert, CTP, Wholesale Payments Treasury Solutions Consultant - Truist
- Karl McNish, Director of Treasury - Service Finance Company, LLC
CTP – Session 1 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Session 2
11:30am - 12:30pm
Bridging Treasury and AP: Unlocking Working Capital and New Revenue (I)
- Jason M. Turner, VP, Head of National Solution Consulting - Commerce Bank
Payment Rails & Fraud Tales (I)
- Angelica Larranaga, Director, Payments Education - ePayResources
- Crissy Terry, Vice President, ePayAdvisors - ePayAdvisors
Rates, Risks and Resilience: Outlook for 2026 (I)
- Jeff Jones, CFO - Twisted X
- Bryn Zisner, Portfolio Manager - Invesco
- Brittany O'Shea, Executive Director, Head of Liquidity, Pricing and Receivables Product Management Texas Capital - Texas Capital
Receivables Automation: Bringing it All Together – How technology drives visibility and efficiency (I)
- Theodore Sanchious, Senior Vice President, Treasury Management Receivables Product Segment Leader - Huntington National Bank
- Jim Houston, Senior VP, Treasury Management Regional Sales Manager - Huntington Bank
- Sean Hauser, Head of Financial Institution Channel Partners - Versapay
Conquering the Compass: How to Corral Global Control
- Shawna Krepps, Global Director Cash Management - Valero Energy
Why Bitcoin Has Value (I)
- Dr. Korok Ray, Associate Professor & SwIRL Director - Southwest Innovation Research Lab (SwIRL)
How (and why) CFOs should Price AI Risk (I)
- Josh Bottum, Founder - Indemnify AI, Inc.
Language, Power, and Policy: Rewriting the Script in Financial Operations (I)
- Kyle G Cameron, MS, MPH, Advocate, Facilitator
CTP – Session 2 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Key Note
12:45pm – 2:15pm
Setting the Formation for Greatness: Driving Dallas’ Strategy for FIFA World Cup 2026 (B)
- Monica Paul, Executive Director of the Dallas Sports Commission & President - North Texas FWC Organizing Committee
Session 3
2:30pm - 3:30pm
Uncovering Treasury’s Best-Kept Secrets: A Fireside Chat on Bank Fees, RFPs (I)
- Bridget Meyer Senior Relationship Manager Redbridge Debt & Treasury Advisory
- Bryon Null, Global Corporate Banking Payments - JP Morgan
- Julie Mingus, Senior Treasury Advisor, Consultant
- Sergio Zonta, Director of Treasury, Kito-Crosby
Geopolitical Currents, Macro Forces, and Their Implications for Corporate Treasury in 2025–26 (I)
- Admiral (Ret.) Patrick Walsh, Academy Securities Geopolitical Intelligence Group Member
- Peter Tchir, Macro Strategist - Academy Securities
Secret Agent (AI) Man: A Practical Guide to Automating Cash Application (A)
- Theodore Gerbick VP, Product Manager - Receivables Automation PNC Bank
- Vikram Gollakota, VP, Global Alliances and Strategic Initiatives - High Radius Corporation
- Jennifer Jones, Director of Credit (and Cash Application) - Thompson Tractor
The New Neutral: A Strategic Playbook for Fixed Income Amid Uncertainty (I)
- Annie Rankin (moderator), US Cash Business - State Street Investment Management
- William Goldthwait, Senior Portfolio Strategist - State Street Investment Management
- Marvin Loh, Senior Macro Multi-Asset Strategist - State Street Markets
- Erica Proctor, Senior Treasury Manager - Dallas Cowboys
- Oscar Delgado, Treasury Manager, Ribbon
Building Digital Payment Strategies: A Collaborative Approach to Automation (I)
- Justin Freeman, Managing Director, Head of Treasury Product - Texas Capital
- Daniel Cohen - Golden Monday Transfer dba Inyo
- Victor Menchaca, CEO and Founder - FINANOVA
Strength in Managing Global Liquidity and FX requirements. Value of a deep dive Treasury Consultation with your Bank (I)
- Steve Smith - HSBC
Breaking Down Silos: Unlocking Organizational Value and Productivity Through Fraud Fighting (I)
- Abby Ward, Executive Director, Treasury Management Consulting Senior Manager,CTP, CPCP - Wells Fargo
- Christopher Ramsay, Partner Manager - PaymentWorks
- Solitaire Lind, Purchasing Coordinator - Del Valle ISD
Playing to Win: A Practical Roadmap for Finance Teams to Align, Automate & Achieve Their Enterprise Goooooals (I)
- Tangela Blain, CFO - Clampitt Paper
- Kurtis Heister, Strategic Solutions Manager - Esker
- Jessica Segebarth, VP, Treasury Management - Commerce Bank
CTP – Session 3 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Session 4
4:00pm - 5:00pm
Navigating the New World of Cyber Threats – Ransomware, AI, Fraud and Extortion (I)
- Justin Ellerman, Executive Director, Cyber Human Defense, Wells Fargo
Wall Street Meets Hollywood: Lessons from the Movies for Corporate America (I)
- Robin Johnson, Founder/Owner - Robin Learning Systems
The Great Swipe Debate: Who Really Wins? (Practitioner Only) (A)
- Casey Creel, Senior Vice President, Card Sales Officer - PNC Bank
- Frank Woodley, Senior Director, Payroll and Assistant Treasurer - Arcosa, Inc.
- Roger McNamara, Director, Strategic Merchant Services - Visa
Leading with Liquidity: Executive Strategies for Centralized Cash Management
- Sergio Zonta, Treasury - Kito Crosby
- Eric Bauer, Liquidity Solutions Director
Agile Treasury: Leveraging Virtual Accounts to Support Acquisitive Growth (I)
- David Shirzad, Vice President, Transaction Banking Coverage - Goldman Sachs
How Modern Treasurers Connect Their Cash Forecasting & Investment Operations to Drive Liquidity Performance (I)
- Bill Hoppe, VP Business Development - Tradeweb
Unlocking Working Capital: A Practical Guide to AR Securitization & AR Monetization (I)
- Eric M. Williams, Managing Director and Head of Trade Receivable Solutions, Securitized Products Group - MUFG
- Nirmalya Mitra, Managing Director, Origination, Working Capital & Trade Finance - MUFG
- Egal Sanchez, Vice President, Trade Receivable Solutions, Securitized Products Group - MUFG
2026 ACH Rules: What’s Changing and How to Prepare (A)
- Craig Jeffery, Founder and Managing Partner - Strategic Treasurer
CTP – Session 4 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Tuesday, April 14th
Session 5
9:45am - 10:45am
Treasury Transformation Journey (I)
- Matt Martin, Global Treasury Technology Manager - JLL
- Hubert Sy, Senior Manager - Actualize Consulting
- Yash Patel, Manager - Actualize Consulting
Stablecoins in Action: The Next Frontier for Payments Roundtable Discussion (I)
- Nancy McDonnell, Managing Director, Head of Treasury Solutions - Texas Capital
- Nasreen Quibbria, Senior Vice President - PNC Bank
- Carlos Conde, Partner - Elire
- Craig Jeffrey, Managing Partner - Strategic Treasurer
Treasury Automation 301: How Treasury Teams Unlock Efficiency with Trusted Automation (E)
- Bob Stark, Global Head of Market Strategy - Kyriba
- Morty Mandel, Vice President, CTO - Bray International, Inc.
- Mike Kapala, Treasury Global Services Leader - RSM
Streamlining Global Payments: Workflows for Efficiency, Compliance, and Cost Control (I)
- Yussuf Ali, Director of Presales Engineering, Trovata, Inc.
- Blake Treves, Managing Director and Head of LINK Product and GlobalLINK Payments - State Street
- Peter Salvatore, Head of BestX North America, State Street
- Pierre Lawrence, Treasury Manager, Texas Pipe & Supply
Next-Generation Trends in Treasury Management (Practitioners Only)
- Brian Neilson, Executive Director, Global Payments & Liquidity - Wells Fargo
Working Capital: Optimizing Liquidity and Unlocking Smarter Growth Strategies (I)
- Lauren Hewings, Senior Director, Working Capital Vertical Development, Visa
- Cindy Trautz, Texas Capital
Scoring Big: Setting and Achieving Professional Goals in Treasury and Finance (I)
- Kevin Fuselier, Senior Talent Development Leader Consultant - BOK Financial
Tokenized MMF’s: The Future of Collateral and Cash Liquidity (I)
- Sam Jacob, Managing Director, Global Liquidity Product - BNY
- Christine Alogozzini, Head of Client Operations - Dreyfus
- Patrick Martinez, Vice President | Digital Assets Global Banking and Markets - Goldman Sachs
CTP – Session 5 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Session 6
11:30am - 12:30pm
Innovative AR Strategies when it comes to Your Credit Card Acceptance (I)
- Heather Ellis, Vice President, Manager of Account Management - Merchant - Commerce Bank
Real-Time Treasury: Coexistence with Treasury Best Practices? (I)
- Joey Bowden, Director, Industrials, Cash Management Sr. Group Manager - Citibank N.A.
- Kelvin Ang, CFA CPA, Director, Client Advisory Group - Citibank N.A.
Practical Recommendations for Businesses Adopting Instant Payments (I)
- Judson McAdams, Executive Vice President Director of Treasury Management & Payment Solutions - SouthState Bank
Tariffs and Trade Disruptions: Turning Challenges into Opportunities (I)
- Sandra Vazeen, International Advisor - PNC Bank
- Jonathan Szucs, President - Advanced Super Abrasives Inc.
- Tom Cook, Managing Director - Blue Tiger International
Treasury Career Corner LIVE (I)
- Mike Richards, CEO and Founder - The Treasury Recruitment Company
- Emily Howell, Corporate Treasurer & Senior Director of Treasury & Risk - Copart Inc
- Meredith Vance , Senior Vice President, Global Treasurer - NTT DATA, Inc.
- Bruce Perry, Senior Vice President & Treasurer - Gainwell Technologies
ISO 20022 – Embracing the Innovation (I)
- Tony Clark , Head of Corporates, Americas - Swift
- Nasreen Quibria , SVP, International Advisory - PNC
Checks, ACH, Wires: Which is Safer from Fraud – Why and When (I)
- Greg Litster, President - SAFEChecks
The Next Era of the Fed: Navigating Corporate Investing under New Leadership (I)
- Patrick O'Callaghan, Managing Director, Global Head of Liquidity Solutions Product Strategy - Goldman Sachs
CTP – Session 6 – Mastering CTP (ETM8) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Keynote
12:45pm - 2:15pm
From World Champion to World Cup Hype: A conversation with Brandi Chastain (B)
- Brandi Chastain, Two-time FIFA Women’s World Cup Champion, Two-time Olympic Gold Medalist, and Soccer National Hall of Fame Inductee
Technology Demos
3:30pm - 5:00pm
2026 Sessions Coming Soon!
Inside SAP Cloud ERP: Unifying Treasury, Cash, and Working Capital Management in One Real-Time Intelligent Platform (I)
Agicap: The End of Spreadsheet Stitching Thanks to Global Banking Connectivity and AI-Enabled Cash Flow Management (I)