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 27th
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 (ETM7) 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 (ETM7) Material (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Monday, April 28th
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
In-House Bank: Practical Strategies and Best Practices towards Success (B)(I)
- Peter Geronimo, Managing Director - Citibank N.A.
- Kelvin Ang, CPA, CFA, Director, Client Advisory Group - Citibank N.A.
- Brook Ballard, Treasurer - Oceaneering Intl.
Artificial Intelligence (AI) and the Threat to Payment Security (I)(A)(G)
- Paul Tucker, Chief Information Security Officer - BOK Financial
Market Ripples and Waves: Steering Liquidity in Stormy Waters (G)
- Jeff Jones CFO - 2022 Dallas CFO of the Year, BBA - Accounting, MA - Conflict Management/Resolution - Twisted X
- Wes Rager CPA, Senior Portfolio Manager - Invesco
- Brittany O’Shea, Executive Director, Head of Liquidity, Pricing and Receivables Product Management - Texas Capital Bank
Value of Better Payments: Use Cases & Key Drivers (I)
- Judson McAdams, Executive Vice President Director of Treasury Management & Payment Solutions - SouthState Bank
- Craig Jeffery, Founder & Managing Partner - Strategic Treasurer
Preparing to Meet New Nacha Fraud Monitoring Requirements (E)
- Mike Frost, Product Solutions Director - JP Morgan
- John Gordon, CEO - Validifi
- Elena Michaeli, Global Marketplace Risk, Intelligence, and Strategy - Wal-Mart
Building Bridges: Unlocking Treasury Efficiency with APIs (I)
- Chris Allen, VP of Sales - Trovata
- Erica Proctor, Senior Treasury Manager - Dallas Cowboys
Check Fraud Liability – How You’re On the Hook, and What You Need to Know, From an Expert Witness (I)(G)
- Greg Litster - SAFEChecks
CTP – Session 1 – Mastering CTP (ETM7) Materials (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
Show Me the Data: Empowering Strategic Decisions (I)(G)
- David Shirzad - Goldman Sachs
- Sarah Biegel - Hexion
- Konstantin Savov - Exxon
Using Enhanced Data Analytics to Unlock Hidden Value in Accounts Receivable (I)
- Tim Reed, Director Global Treasury Services - Bank of America
- Andy Murray, Director, Treasury Product Manager - Bank of America
Liquidity Unlocked: Harnessing Supply Chain Efficiency for Free Cash Flow (I)
- Nimaya Mitra - MUFG
- Kelsey Wandel, Assistant Treasurer - Oncor Electric Delivery
Threats and Opportunities for AI in Treasury: 2025 Edition (A)(G)
- Bob Stark, Global Head of Enablement - Kyriba
IPO Readiness: Essential Treasury Strategies for a Smooth Transition to the Public Markets (A)(E)
- Ed Barrie, Chief Product Officer - Treasury4
Beyond The Rebate – New Methods for Capturing Strategic Suppliers on Commercial Card Programs to Maximize Your Working Capital Benefit (A)(P)
- Casey Creel, Senior Vice President, Commercial Card Sales Officer - PNC
- Lauri Harris, Finance Manager - Lion Copolymer Holdings
- Frank Woodley, Senior Director, Payroll and Assistant Treasurer - Arcosa
- Stephen Cohen, SVP Business Development - Boost Payment Solutions
Payments: Complex Payment Processes Got You Down (I)
- Beatriz Saldivir, Global Payments & Treasury Advisor - FIS
CTP – Session 2 – Mastering CTP (ETM7) Materials (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
All-In: The Communication Framework for High Performance & Happy People (B)
- Pam Nemec, Culture and Communication Strategist
Session 3
2:30pm - 3:30pm
When You’re in the Business of Being an Employer of Choice (I)
- Mark Robich, Senior Vice President - UMB
- Andrew Witkoff, Commercial Team Lead - UMB
The Way We Pay: 2025 & BEYOND (I)(G)
- Matt Davies, EVP & Director of Treasury Management - Pegasus Bank
Trailblazers in Treasury: Inspiring Journeys of Leadership and Legacy (I)(G)
- Bridget Meyer, Head of Strategic Relationships - Redbridge
- Emma Faye Rudkin, CEO - Aid the Silent
- Shawna Krepps, Executive Director - Valero
Disruptive Innovation: Leveraging RPA, AI, and Machine Learning for Transformative AP Processing (B)
- Nasir Mahmood, Principal - Baker Tilly Advisory Services, L.P.
- David Hickey, Principal - Baker Tilly
Treasury Transformation: Fueling Payments (E)
- Stacie Kortenkamp - ConocoPhillips
- Hugo Rivera, Director - Celanese Corporation
- Mandi Kuhlman, Treasury Operations Manager - Marathon Petroleum
- Alex Rea, J.P. Morgan
Treasury Career Corner LIVE (I)
- Mike Richards, CEO and Founder - The Treasury Recruitment Company
- Jeremy Reedus, VP, Global Treasurer - Varel Energy Solutions
- Martijn van Steenpaal, Senior Vice-President & Treasurer - Darling Ingredients
- Danecia Stewart, Director of Treasury - NextDecade
Beyond the Cards: Live Podcast Event! (I)
- Daniel Carter, Senior Director, Global Payment Strategies - Redbridge
CTP – Session 3 – Mastering CTP (ETM7) Materials (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
Unclaimed Property Compliance – Ways to Manage the Inevitable (I)
- Heather Steffans, Partner, Strategic Solutions - MarketSphere Unclaimed Property Specialists
Rethinking Cash Flow Forecasting with AI for Strategic Treasury Leadership (I)(G)
- Brook Ballard, Treasurer - Oceaneering International
- Idan Vlodinger, CEO - Statement.io
- Bob Leggett, Liquidity Strategist - Morgan Stanley
Relationships go Both Ways: Deep Diving into Client & Bank Group Relationship Management (I)
- Justin Guerra, Vice President - Kaufman Hall
- James Green, Senior Vice President - Kaufman Hall
Turning Treasury Pain Points into Automation: Amherst’s Journey (I)
- Will Robertson - Actualize Consulting
- Lisa Peyton, Senior Manager, Treasury Operations - The Amherst Group
Flash Forecast: Markets, Money, and the Future of Investment (B)(I)(E)(G)
- William Goldthwait, Portfolio Strategist - State Street Global Advisors
The ISO 20022 Quest: Maximizing Your TMS Investment with Your Financial Institution (I)
- Scott Samson, Vice President - Truist
- Stephen Moffor, Vice President and Senior Director of Sales - Truist
Industry Roundtable: “Best Practices to Optimize Vendor Management” and “Challenges and Opportunities of Expanding Globally” (A)
- Mindy Beeson, Executive Director, Energy & Power - Wells Fargo Bank, N.A.
- Amber McGregor, Senior Manager, Treasury
- Gil Montoya, Assistant Treasurer
CTP – Session 4 – Mastering CTP (ETM7) Materials (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Tuesday, April 29th
Session 5
9:45am - 10:45am
When Auditors Knock, Is Your Treasury Team Ready? (I)(G)
- Bridget Meyer, Head of Strategic Relationships - Redbridge
- Nathan Boudreaux, Treasury Operations - Aramco Americas Treasury
Improve Working Capital Efficiency amid Economic Uncertainty (B)(I)
- Peter Geronimo, Managing Director - Citibank N.A.
- Frank DelMastro, Global Head of Procurement - Quaker Houghton
- Joseph Bowden. Director - CITI
The Next Frontier in Treasury: Maximizing Return Through Community Investments (B)
- Joe Quiroga, President - Texas National Bank
- Jerrod Gray, Director - Jack Henry
Fortifying Finance: Banking Powered by the Bedrock of the Financial System (I)
- Stephane Lintner, President - Jiko
Payments Ubiquity…Anytime, Anywhere, Any Type (E)(G)
- Dani Cullum - JP Morgan
- Konrad Rymaszewski, SVP Finance - Swivel
Navigating Investment Risk in 2025: Strategies for Institutional Liquidity Management (A)(G)
- Sara Flour CTP, Managing Director, Liquidity Management - RBC Global Asset Management
- Kim Kelly-Lippert CTP, Treasury Manager - Honda
Going Above and Beyond Without Doing Much! (I)
- Laurel Egan Kenny, President - Turningpoint Communications
- Jenny Kerzman, Assistant Director/Treasury Management - City of Dallas
- Ginger Gidden, Director, Treasury Management Sales, Corporate Banking & Specialized Industries - Wells Fargo
- Alex Harris, MBA, CTP, Treasury Management Team Manager - Cadence Bank
- Tonya Jackson, AAP Treasury Management Officer Customer Service Team Lead - American Bank
CTP – Session 5 – Mastering CTP (ETM7) Materials (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
From Chaos to Control: How Treasury Automation Powers Growth in Fast-Paced Organizations (I)
- Zach Hortman - McDermott International, Ltd
- Nancy Jerez, Senior Director, Business Development - Treasury Curve
- Peter Lang, Chief Product Officer - Treasury Curve
Mastering Liquidity in a Fluid Rate Environment (I)(G)
- Cory Paape, Head of Business Deposits - Truist
- Jeremy Ryan, Director of Treasury and Financial Planning & Analysis - Cavender Auto
- Yvonne Brown, National Accounting and Treasury Officer - UBEO
Instant Payments: A Path to Adoption and Understanding (I)(G)
- James Dillard, Sr. VP, Treasury Product Management - Texas Capital
- Phillip Sprague, VP Industry Readiness and Customer Enablement - The Federal Reserve
- Ashley Cvrkel, Director, Sales & Business Development - The Clearing House
- Jennifer Collings, Controller - Billd
The Future of Financial Interoperability (A)
- John Melvin, Vice President - U.S. Bank
Navigating the 2025 Investing and Technology Landscape for Treasury Practitioners (I)(A)(E)
- Bill Hoppe, Vice President, Business Development - Institutional Cash Distributors, Inc.
- John Wyda, Sr. Investment Analyst, Sr. Portfolio Manager - Federated Hermes
- Renee Stitt, AVP, Treasury - AmTrust Financial Services
Talent Planning for a Tech Forward Organization (I)
- Marie Mui, Executive Director, Merchant Services Market Growth Leader - Wells Fargo
- Emily Howell, Sr. Director of Treasurery & Risk - Copart
- Konrad Rymaszewski, SVP Finance - Swivel
Planes, Trains, and Payment Formats: Decoding the Tower of Payment Babel (I)
- Mark O’Toole, Head of Sales & Partnerships - Americas - Fides Treasury Services
- Amber McGregor, Senior Treasury Manager - Helmerich & Payne
CTP – Session 6 – Mastering CTP (ETM7) Materials (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
What Would You Do?: Business Edition
- John Quiñones, ABC News Veteran, Creator & Host, What Would You Do?
Session 7
2:30pm - 3:30pm
Are we sailing through dangerous waters or is it smooth seas ahead? The economic outlook through the end of the year. (I)(G)
- Ian Wyatt, Director of Economics - Huntington Commercial Bank
Treasury: Giving Companies a Leg Up in a Down Market (I)
- Laurel Egan Kenny, President - Turningpoint Communications
- Ginger Gidden-Weinzierl, CTP, CPCP, Executive Director, Treasury Management Consultant Treasury Management & Payment Solutions Retail, Restaurant & Gaming Industries - Wells Fargo
- James Bailey, Director, Treasury Operations - Micheals
- Tanya O’Neil, CTP, Notary Public, Manager, Treasury - Bath & Body Works
Will Lockbox Outlive Checks? (I)(G)
- Michael Reynolds, Vice President - Technology Management Resources, Inc. (TMR)
Struggling with Accurate, Timely A/R Transaction Posting? AI to the Rescue! (I)
- Blaine Carnprobst, SVP, Receivables Product Advisor - PNC Bank
Leadership Session: Women In Finance (E)
- Matthew de Rooy, Executive Director - J.P. Morgan
- Julie Mingus, Senior Director Treasury Operations - Cinemark
- Nicole Hoyuela, Assistant Treasurer - CEMEX NA
- Liz Kirk, VP Treasurer - SWBC
Cash Forecasting in 2025, Has AI Changed the Game? (I)(G)
- Noam Mills, CEO at Panax, former CFO at MixTiles - Panax
CTP – Session 7 – Mastering CTP (ETM7) Materials (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
Session 8
4:00pm - 5:00pm
12 Months Can Make All the Difference (I)
- Vanessa McMichael, Senior Manager- Wells Fargo
- Emily Howell, Sr. Director of Treasury & Risk - Copart
- Kelly Valerio - EOG Resources
A Nimble Approach To Managing Investments In Any Monetary Cycle (B)(I)(G)
- Zach Brown CPA, Managing Director, Product Management - ICD
Preparing for, Responding to, and Mitigating the Consequences of a Data Breach (I)(G)
- Spencer Pollock - McDonald Hopkins
Navigating the Future: Transforming Treasury for Tomorrow’s Challenges (I)
- Kevin McKeever CTP, Regional Head – Treasury Solutions Group - HSBC Bank
- Mauricio Pallais, Treasury Manager - Rimkus Consulting Group
- Gilbert Montoya, Assistant Treasurer - Noble Corporation
Transforming the Finance Office – From Scorekeeper to Strategic Partner (I)(E)
- Patrick Sunday - Bottomline
Building and Managing an Impactful Professional Brand (I)
- Ernie Humphrey, COO & Founder - 360 Thought Leadership
CTP – Session 8 – Mastering CTP (ETM7) Materials (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications