Detailed Agenda
X - Executive, A - Advanced, I - Intermediate, B – Basic, F- FP&A Renewal Credit, G - GTOT Credit
CTP Review Sessions are not available for CTP or FP&A credit.
Sunday, April 24th
CTP Review Sessions
1:00pm – 5:00pm
CTP – Exam Overview & Learning How to Learn (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
CTP – Banking, Payments and Relationship Management (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
CTP – Financial Accounting and Reporting & Financial Analysis (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Monday, April 25th
General Session
8:15am - 9:30am
The Current Economy and a Look to the Future (I)
- David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management
Session 1
9:45am - 10:30am
The Remarkable Rise of ESG within Cash: Making Sense of the Investment Landscape Where Values Meet Cash (I)
- Mindy Frye, Institutional Portfolio Manager - Impact Investing, RBC
- Allen Hah, Interim Associate Vice Chancellor, The University of Texas System
Case Study – Streamlining the FX Deal Workflow (I)
- Evan Mahoney, CPA , Senior Product Manager, Gtreasury
- Felix-Antoine Marchildon, Senior Manager, Treasury, Keurig Dr. Pepper
Leveraging Embedded Finance in Your Organization (X)
- Robert May, PMP, SVP, Digital Channels Product Team, PNC
- Rob Nardelli, Director of Strategic Partnership Sales, DailyPay
Panel – Fin-Texas – A Closer Look at The Diverse Fintech Ecosystem Across the Lone Star State (A)
- Moderator - Kevin Garlan, Payments Product Manager, Americas, Goldman Sachs
- Max Koenig, Vice President of Sales, Monit
- Nancy Crouch Morlini, AAP, Senior Vice President of Financial Services, RealPage
- Bruce Parker, Founder & CEO, Modo Payments
- Christine Galib, Senior Director of Programs, ION
The Transformation of Business Payments (I)
- Joe Hussey, Managing Director, NA Payables Product Mgmt, JP Morgan
- Michael Herd, Senior Vice President, NACHA
CTP – Working Capital Management (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Session 2
11:30am - 12:30pm
Modernizing Treasury with API Integrations Is No Waste of Time (A)
- Jared Mills, Director of Treasury Operations, Waste Management
- Thomas Moloughney, PMP, Senior Manager, Deloitte
- Beatrix Saldivar, Global Payments, Treasury & ERP Bank Connectivity Advisor, Kyriba
Case Study – Implementing TMS – Best Practices and Pitfalls to Avoid (I)
- John Paris, CTP, Sr. Treasurer Manager, Gilbane Building Company
- Tamir Shafer, Vice President, Coupa
Driving Growth with Capital Structure Optimization (X)
- William Goodson, Deputy Owner of the Corporates Segment, ION
- Michael Kolman, Chief Product Officer, ION Treasury
- CFO of a leading energy company TBA
Overview of LIBOR Transition and Interest Rate Environment and Outlook (A)
- Jan Egan, Senior Deputy General Counsel, Santander
- Alfredo Guzman, Executive Director, Head of Rates and FX, Santander
Scaling Up Receivables Forecasting at Danone North America with Artificial Intelligence (I)
- Bernice Van Der Velden, Senior Consultant, HighRadius
- Jacob Whetstone, Director, Invoice to Cash, Danone North America
CTP – Money and Capital Markets (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Session 3
1:45pm - 2:45pm
ERP, Finanical Institutions, and the Future (I)
- John Melvin, CTP, Vice President, U.S. Bank
- Emily Traxler, CEO, Bank Shot
Disrupting Supply Chain Disruption: Tackling International Trade and Mitigating Risk (I)
- Anthony Guide, CTP, CertICM, Vice President - International Advisor, PNC
- Kashmira Sutaria, Director of Global Banking, Vinmar International
An Overview of the Asian Payments Landscape (X)
- Kevin McKeever, CTP, Regional Head – Payment Advisory, HSBC
The Resurrection of Check Fraud via Cyber Crime and BEC Scams (I)
- Greg Litster, President, SafeChecks
- Gale Paschkes, Senior Vice President & Controller, Title Houston Holdings
The Way We Pay: 2022 & Beyond (I)
- Matt Davies, CTP, AAP, APRP, CPP, EVP and Director of Treasury Management, Pegasus Bank
CTP – Review of Basic CTP Calculations (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Session 4
3:15pm - 4:15pm
A Cash Investor’s Guide to the Risks and Rewards of a Rising Rate Environment (A)
- Brian Buck, Executive Director, Portfolio Specialist, Morgan Stanley
- Annette Zermeño Gothard, CTP, Treasury Manager, Celanese Americas
Financial Wellbeing: Engage Your Workforce (I)
- Steve Helms, Vice President, Emerging Payment Solutions, Visa
- George Mavrantzas, Vice President of Strategy & Thought Leadership, ADP
Panel – Robotic Process Automation (RPA) & Treasury: Where’s the Value (X) (F)
- Scott Hester, VP - Director of IT, Texas Security Bank
- Brian Kalish, FP&A, Principal, Kalish Consulting
- Ben Swinney, FP&A, SVP, Treasurer, Texas Security Bank
Panel – Think Outside the Box: How to Gain the Edge with Partnerships (A)
- Brook Ballard, Treasurer, Oceaneering International
- Scott Baskin, Director of Treasury, Chesapeake Energy
- Albert Hwu, SVP, Treasury Management Business Development & Partnership, Wells Fargo
- Sharon Spurlin, Sr. Vice President and Treasurer - Plains All American Pipeline, L.P.
Receivable Nirvana: STP Achieved with Integrated Receivables & Payment Reassociation (I)
- Amy Cook, CCE, Credit Manager, McNaughton McKay Electric
- Rick Scholz, Managing Director, Payment Advisory Services, Deluxe
- Crystal Stephens, Treasury Management, Senior Product Manager, Comerica Bank
CTP – Enterprise & Financial Risk Management (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Key Note
4:30pm – 5:15pm
Cybersecurity and Fraud Prevention (I)
- Frank Abagnale, Renowned Cybersecurity and Fraud Prevention Expert, Bestselling Author
Tuesday, April 26th
General Session
8:15am – 9:30am
Career and Industry Disruption – What to do about it! (I)
- Marc Miller, Founder, Career Pivot
Session 5
9:45am - 10:45am
Economic Update in a Post-Covid World (I)
- William Chittenden, Ph.D., Associate Professor, Texas State University
Global Liquidity and Risk Management Optimization (I)
- Ryan Donovan, Global Liquidity Specialist, Bank of America
- Jacob Heger, GPD Companies
- Gonzalo Sanchez, Director, Bank of America
Love ‘Em or Leave ‘Em? The Value of Partnering with Banks, Fintechs or Both to Achieve Treasury Transformation (X)
- Betsy Clark, Vice President, Treasury Manager, Rockpoint Group
- Kevin Kachur, CTP, Treasury Operations Supervisor, Marathon Petroleum
- Eric Thibo, CTP, Corporate Banking TM Sales Director, Fifth Third Bank
SESSION CANCELLED: Case Study – Cutting Through the Hype: Pearson’s AI-Based Cash Forecasting Marvel (A)
- Nicolas Christiaen, CEO, CashForce
- Corporate Co-Presenter TBA
Panel – People: Your First and Last Line of Cybersecurity Defense (I)
- Charmaine Shi, Director of Treasury, BrandSafway
- Justin Ellerman, SVP, Wells Fargo
- Jordon Loyd, Supervisory Special Agent, FBI
Agriculture Industry Roundtable Discussion Group (I)
- Tresha Rodgers, CTP, VP Cash Management, Farm Credit Services of America
- Raymond Vines, CTP, CFO, Turningpoint Communications
CTP – Short Term Borrowing (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Session 6
11:30am - 12:30pm
Long-Term Perspectives in a Short-Term World: How ESG And Diversity and Inclusion Fit into Liquidity Product Solutions (I)
- Deborah Cunningham, CFA, Executive Vice President, Chief Investment Officer Global Liquidity Markets and Senior Portfolio Manager, Federated Hermes
- Paul Christensen, Lead Analyst Treasury Finance, AT&T
Public Funds Investment Act Compliance (I) (F) (G)
- Patrick Shinkle, Associate Director, UNT Center for Public Management
Corporate Empathy Is the New Currency: Three Ways Companies Practice Empathy in the Workplace (X)
- Laurel Egan Kenny, President and CEO, Turningpoint Communications
- Ginger Gidden, CTP, CPCP, AAP, Senior Vice President, Treasury Management Relationship Banker, Wells Fargo
- Trish Hershkovitz, CTP, Head of Treasury Management Enablement & Technical Sales, Capital One
- Shawna Krepps, CTP, Executive Director, Valero Energy
Cryptocurrencies 101: Playing Catch Up (I)
- David Wexler, Managing Director, West Monroe
- Peter Tapling, Managing Director, PTap Advisory
Application Programming Interfaces (API’s): The Next Revolution (I)
- Mohan Murali, President & CEO, Axeltree
- Christine Dougan, Managing Director Payments & Customer Experience, ATB Financial
Retail Industry Roundtable Discussion Group (I)
- Julie Jakubowski, CTP, J.P. Morgan
- Julie Mingus, Cinemark
CTP – Disbursements, Collections, Concentration & Cash Forecasting (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Keynote
12:30pm - 2:00pm
A Lesson in Professional Awareness (I)
- Shayla Rivera, Aerospace Engineer, Former Nasa Rocket Scientist, Comedian
Session 7
2:15pm - 3:15pm
Cyber Crimes 2.0 (I)
- Caroline Mann, Assistant Treasurer, McLane Company
- Bradley Welch, Senior Vice President Cyber Crime Detection, Bank of America
Reversing ‘The Great Resignation’ (I)
- Patti Bonner, Sr VP/Western States District Manager, Stewart Title Guaranty Company
- Robin Johnson, Founder/Owner, Robin Learning Systems
Digital Transformation in the Real World (X)
- Lynne Marlor, CEO, Transformational Strategies
- Kristen Michaud, Managing Director, LiquidX
- Maryanne Morrow, Chair, Founder and CEO, 9th Gear
- Liz Tanner, Director of Business Regulation, State of RI
The Imperative of 360 Degree Holistic Financial Reconciliation: A Blueprint for Success (A)
- Mechard Jones, Senior Vice President - Treasury Solutions Healthcare, Texas Capital Bank
- Jordan Lehmann, Vice President, Revenue Cycle Management, Beacon Oral
Show Me My Money! (I)
- Brook Ballard, Treasurer, Oceaneering International
- Jose Gomez, CTP, External Consultant and Cash Management Advisor, DNB Bank
Energy Industry Roundtable Discussion Group (I)
- Aleksandar Heckner, Senior Vice President, Amegy Bank
- Steve Kennedy, Executive Vice President and Head of Energy Banking, Amegy Bank
- Ken Smith, Vice President, Accounting, Grayson Mill Energy
CTP – Long Term Investing, Capital Structure and Financial Decisions (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank
Session 8
3:45pm - 4:45pm
Businesses Want Great Experiences When They Bank; New Technologies Deliver Them (I)
- Debbie Smart, Senior Product Marketer, Q2
- Shon Cass, CTP, EVP, Founder & Northeast Region Market President, Texas Security Bank
- Adam Spinn, CPA, Vice President Finance, Emersons Commercial Real Estate
Bank Fee Analysis – Is It Worth It? (I)
- Bridget Meyer, CTP, Senior Director, Redbridge
- Jeremy Reedus, Director of Corporate Finance & Treasury for the Americas, Air Liquide
Answering the Call for Business Resiliency with Real-time Payments (X)
- Chris Ward, EVP, Head of Data, Digital and Innovation, Treasury Management, PNC
- Kim Sipes, Director of Treasury, Duke Energy
Finding Hidden Yield in Your Supply Chain! (I)
- John Paris, CTP, Sr. Treasurer Manager, Gilbane Building Company
- Tamir Shafer, Vice President, Coupa
Government Public Funds Management Roundtable Discussion Group (I)
- Patrick Shinkle, Associate Director, UNT Center for Public Management
CTP – Review of Advanced Calculations (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vectra Bank