
Detailed Agenda
L - Leadership, T - Transformation, A - Advanced, I - Intermediate, B – Basic, F- FP&A Renewal Credit, G - GTOT Credit
CTP Preparatory Sessions are not available for CTP or FP&A credit.
Sunday, April 16th
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
Opening General Session
2:30pm – 4:00pm
A Crypto Conversation
- Michael McIntyre (Moderator) - Entrepreneur & Life Coach
- Carlo Capua, Chief of Strategy and Innovation, City of Fort Worth
- Becky Leathers AKA Blockchain Becky, Crypto Expert
- Brian Orme, CEO, Anomali Ventures
- Eric Skeldon, Founder and Visionary, Kingdom Warriors NFT and Kingdom Dominion
Monday, April 17th
General Session
8:15am - 9:30am
The Funomenal Workplace (F)
- Tony Brigmon, Former Director of Fun at Southwest Airlines
Session 1
9:45am - 10:45am
Taking politics out of ESG (I) (F)
- Deborah Cunningham, CFA - Executive Vice President; Chief Investment Officer, Global Liquidity Markets - Federated Hermes, Inc.
U.S. and Texas Economic Update (I) (G) (F)
- William Chittenden, Ph.D - Associate Professor - Texas State University
Becoming A Person Of Influence (B) (F)
- Matthew Renz - Speaker/Trainer - Transform Your World
Projecting an Executive Presence: Defining Your Personal Brand (L) (F)
- Brad Lawrence - Senior Master Instructor, Pinnacle Performance Company
From Business Partners to Strategic Advisors: Growing Treasury’s Mandate in the CFO’s Office (A) (T)
- JaeSon Kim - Vice President, Mid-Market - HighRadius
- Bobbi Cadena - Sr. Manager of Treasury Operations, Doral Renewables
The Who, What & Why of FP&A (F)
- Bryan Lapidus, FPAC - Director, FP&A Practice, Association for Financial Professionals (AFP)
Quelling “Quiet Quitting” – Principles and Practices for Enhancing Employee Engagement (I) (F)
- Robin Johnson, MBA, MAPP - Founder/Owner - Robin Learning Systems
- Kristie Ondracek, CPA, CGMA, CAE - CFO/COO, TXCPA
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
Learning Lab
10:45am – 11:30am
How to Not Suck at Networking (A) (F)
- Ashley Owens - Networking Concierge - Ashley Assists LLC
Session 2
11:30am - 12:30pm
Women In Finance (B) (F)
- Elizabeth Reich - EVP, Chief Financial Officer, Dallas Area Rapid Transit
- Nancy McDonnell - EVP, Head of Treasury Solutions, Texas Capital Bank
- Belinda Marshall - CFO, Make-a-Wish Foundation
- LaVonda Renfro - SEVP, Chief Operating Officer, Veritex Community Bank
Driving Treasury Costs Down When Everything is Going Up (I) (G)
- Bridget Meyer, CTP Senior Director, Head of Strategic Relationships, Redbridge Debt & Treasury Advisory
- Stacy Walton Roth, CTP AVP – Global Cash Management, AT&T Inc
- Josh Moehle - Treasury Manager, Waste Connections
- Jasmyne Willis - Associate, Redbridge Debt & Treasury Advisory
Likely Business Impacts of De-Globalization And Global Demographic Trends (A) (F)
- Hank Mulvihill, CCM, CWS, CFP - Director and Senior Wealth Advisor - Smith Anglin Financial
- Jason Saving, MBA, Ph.D. - Senior Economist and Director, Community Development Research - Federal Reserve Bank of Dallas
Navigating the World of Cross-Border Payments, Trade and Risk (I)
- Hector Escobar, CTP - Senior International Advisor, PNC Bank
- Kashmira Sutaria - Director of Global Banking, The Vinmar Group
- Rolando Garcia, JD, CPA - Tax Director, Doeren Mayhew
Exploring Alternative Payments in the Government Space (I) (L) (G)
- Glenn Chernyak - Head of Core Cash Receivables Solutioning - J.P. Morgan Chase
Worst Case Scenarios When Treasury Fails (I) (G) (T)
- Laurel Egan Kenny, MBA, MSCM, Cert. Exec. /Perf. Leader - CEO, President, Turningpoint Communications
- Ginger Gidden-Weinzierl, CTP, CPCP - Senior Vice President, Corporate Banking & Specialized Industries - Wells Fargo
- Mario Millan MBA, FPA, CTP, CAMS - Treasury V.P., Dolex
- Carol Cox, CTP, AAP, APPSC - Director Treasury Services, Texas Health Resources
- Brian Boyle, CTP - Senior Director, Treasury Operations, Aimbridge Hospitality
- Jenny Kerzman, Assistant Director of Treasury, City of Dallas
FPAC Roundtable (F)
- Ernest Smith, APRP,CTP,FPAC - SVP, Director of Treasury Solutions, Veritex Community Bank
- Gaileon Thompson, CTP, FPAC - Head of CSBB Operations Finance, Wells Fargo
VEC, BEC, Check…What the Heck?? (I) (G) (F)
- Greg Litster, MBA - President - SAFEChecks
- Kristie Ondracek, CPA, CGMA, CAE - CFO/COO - TXCPA
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
The Five Drivers of the US and Global Economy (G) (F)
- Robert Steven Kaplan, Former President and CEO of the Federal Reserve Bank of Dallas
Session 3
2:30pm - 3:30pm
Navigating ESG in the Capital Markets (A) (F)
- James P. Gilligan, CTP, FPAC - Senior Vice President - MFR Securities, Inc.
- James Washam, PhD, CTP, FPAC - Dean of the Neil Griffin College of Business - Arkansas State University
Cash Forecasting in a Changing Environment – How to Utilize Cash Forecasting Tools to Reduce Exposure in Today’s Environment (I) (F) (G)
- Carlos Conde - Treasury Center of Excellence Lead - Elire
- Alvaro Sanson - Treasury Practice Lead - Elire
Navigating the Economic Landscape: Connecting Macro Factors and the Impact on your Business (I) (F)
- Steve M. Wyett, CFA - Chief Investment Strategist - Bank of Texas, powered by BOK Financial
- Steve Orr, CFA, CMT - Chief Investment Officer, Texas Capital Bank
- Will Goldthwait - Portfolio Strategist, State Street Bank
- Tammy Foy - National Sales Director, Treasury Services - BOK Financial
Don’t Sleep on Your Real-Time Payments Strategy (B)
- Miyoshi Lee - Director, Head of U.S. Real-Time Payments - Bank of America
- Juan Estrada - President & CEO, Quickpay Funding
- Cheryl Gurz - Real Time Payments Product Manager - The Clearing House
Liquidity Management During Times of Uncertainty (I) (L) (F) (G)
- Brian Jones - Executive Director, Global Liquidity Solutions - J.P. Morgan Chase
- Frank Woodley - Assistant Treasurer - Arcosa, Inc
- Seanna Drewery, CTP - Assistant Treasurer, OneSource Virtual, Inc.
- Jason Woodward - Treasurer, Fossil Group
- Suzanne Hall - Staff VP - Leggett & Platt
Upgrading ERP: Effect on Treasury (I) (F) (G) (T)
- Synthia Seefried, CTP - Treasury Manager - Kimberly-Clark Corporation
- Salina Morrow - Director, Treasury Operations - Children’s Health
How To Be Great At FP&A (A)
- Bryan Lapidus - Director, FP&A Practice - Association for Financial Professionals (AFP)
“Annie get your data” How to get the most from your data with system integrations (I) (F) (G)
- Rob Palacios - Chief Innovation Officer, Executive Vice President - CG Infinity
- Wyatt Abernethy - EVP, Managing Director of Treasury Solutions - Veritex Community Bank
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
Healthcare Roundtable
- Cindy C. Newton, CPA - Senior Managing Consultant - PFM Group Consulting LLC
Energy Roundtable
- Mindy Beeson, CTP - Director, Treasury Management - Wells Fargo
Government Roundtable (G)
- Jenny Kerzman - Assistant Director of Treasury, City of Dallas
Beyond Positive Pay: The Risk-Aware Culture (B) (G)
- Paul Tormey, CTP - Vice President, Treasury Solutions Officer - Independent Financial
Supply Chain Resiliency (I) (L) (F)
- Anubhav Shrivastava - Head of Trade and Working Capital - J.P. Morgan Chase
- Fernando Cabral, Head of Credit and Commerce Risk Management - TechnipFMC
DE&I Transformation: you’ve got a diverse workforce, now what? (I) (T) (F)
- Troy Keen - Managing Director, Chief Development & Engagement Officer - Wells Fargo
Creating, Enabling, & Delivering the Finance Function of the Future (A) (F) (G)
- Philip Peck, FPAC - Vice President - Finance Transformation & Advisory Services, Peloton Consulting Group
Retailers Roundtable (I)
- Christy Petty Philen, CTP - Vice President, Treasury Operations & Accounts Payable, Aimbridge Hospitality
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 18th
General Session
8:15am – 9:30am
Using Data to Shape the Future of Texas (G) (F)
- Justin Coppedge, SVP, Strategy and Operations, TEXAS2036
Session 5
9:45am - 10:45am
Financial Supply Chains are at an Inflection Point. Are You Ready to Capitalize? (B) (F)
- Oliver Belin, MBA - CEO and Founder - Calculum Inc.
The SEC’s Money Market Fund Reform – why it matters, even if you are not invested in a prime fund (I) (G) (F)
- Will Goldthwait - Portfolio Strategist - State Street Bank
Cyber Threats and Realities for Treasury Departments – and Obstacles to Implementing Preventative Policies (I) (G) (F)
- Laurel Egan Kenny, MBA, MSCM, Cert. Exec. /Perf. Leader - CEO, President, Turningpoint Communications
- Shawna Krepps, CTP - Executive Director, Cash Management, Valero Energy
- Spencer S. Pollock, Esq., CIPP/US, CIPM - Managing Partner Baltimore Office - McDonald Hopkins
- Chris Loehr, MBA, CRC - EVP, CTO - Solis Security
- Jeff Diorio, Managing Director, PMC
Creating Straight-Through Processing: Becoming More Efficient with Integrated Payables and ERP Integrations (I)
- Kathleen Dwyer - Senior Director, Product and Engineering, Commercial Banking Products - Q2
- Shon Cass, CTP - Executive Vice President, Founder, Chief Experience Officer - Texas Security Bank
- Jeff Spar - Fractional Chief Information Officer Digital Transformation - Tessitura
Digital Bank Heist – Why Your Data is Never Truly Safe (I) (L) (G)
- Michael Pleasant - CEO, Open Security
- Ryan J. Head - Global Director of Sales - Open Security
Big Data and Treasury (A) (G) (F)
- Craig Jeffery, FLMI, Permanent CCM - Founder, Managing Partner, Strategic Treasurer
- JaeSon Kim - Vice President, Mid-Market - HighRadius
Digital Disruption: Transforming Your People, Processes, and Tools in Treasury (A) (F) (G)
- Jason Christensen - EVP/CIO of Payments, Treasury Management and Customer Care - Wells Fargo
- Amber McGregor, CTP - Treasury Manager - Helmerich & Payne, Inc.
- Derek Mohr
- Brenda Finch
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
Learning Lab
10:45am – 11:30am
Branding U (B) (F)
- Laurel Egan Kenny, MBA, MSCM, Cert. Exec. /Perf. Leader - CEO, President, Turningpoint Communications
- Alex Harris, MBA, CTP - SVP, Strategy Consultant, Wells Fargo
Session 6
11:30am - 12:30pm
Rates, Recession and Liquidity: Finding the Upside Ahead of an Economic Downturn (I) (G) (F)
- Jeff Jones - CFO - Twisted X
- Wesley R. Rager, CPA - Portfolio Manager - Invesco
- Brittany O’Shea - SVP, Head of Liquidity and Receivables Product Management - Texas Capital Bank
A Borderless Future for Payments: A Basis Technologies Case Study (I)
- Aimee Schumaker, Director, B2B Partnerships at Flywire
- Matt Teumer, Sales & Partnerships at Flywire
- Nick Arnell, Head of Corporate eFX at Bank of America Merrill Lynch
Public Finance 101 (I) (G) (F)
- Adrian Galvan - COO, CCO, Managing Director - TGL
- Esther Young - Director - TGL
PLUS: Electronic Transactions. MINUS: Separated Remittance Detail (I)
- Blaine Carnprobst, CTP - Senior Vice President, Receivables Product Advisor - PNC Bank
- JaeSon Kim - Vice President, Mid-Market - HighRadius
Managing Cash Forecasts During Periods of Heightened Market Volatility (I) (L) (F) (G)
- Jon Paquette - VP U.S. Client Solutions - TIS
- Cathy Fields - Assistant Treasurer, Sr. Director of Global Risk Management - Hitachi Vantara
Leveraging Business Process Best Practices and Technology Enablement to Drive Insights, Value, & Competitive Advantage (A)
- Philip Peck, FPAC - Vice President - Finance Transformation & Advisory Services, Peloton Consulting Group
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 - 2:00pm
Demystifying AI and Future Technology Trends (G) (F)
- Paul Zikopoulos, Award- Winning Author, Speaker, Future Trends Expert, and VP of Technology Group Skills Vitality & Enablement at IBM
Session 7
2:30pm - 3:30pm
The Hardening Market – Captive Insurance 101 (I) (F)
- Jordan Mosher, AIF - Vice President, Advisory - Huntington National Bank
- Nate Reznicek - President, Captives.Insure
- Chad Spitzer - Managing Director - Higginbotham
The Evolution of Corporate Liquidity Investing: Navigating the Choppy Economic Waters (I) (F)
- Patrick O'Callaghan - Global Head, Client Portfolio Management and Product Strategy - Goldman Sachs & Co. LLC
- Ian Dilley, ACCA - Managing Director, Corporate Finance & Treasury, Crow Holdings
- Dean Jenkins, CPA - MD, Assistant Treasurer, Southwest Airlines Co.
Payment Trends: Employee & Employer Attitudes Regarding Earned Wage Access (I) (G)
- George Mavrantzas - VP of Strategy & Thought Leadership - ADP
- Dr. Martin Armstrong, CPP, MBA, DBA - Vice President, Payroll Shared Services - Charter Communications
- Steve Helms - VP, North America Digital Partnerships, Visa
The Way We Pay: 2023 & Beyond (I)
- Matt Davies, CTP, AAP, APRP - EVP & Director of Treasury Management - Pegasus Bank
Working Capital Management and Liquidity (A) (L) (F)
- Craig Jeffery, FLMI, Permanent CCM - Founder, Managing Partner - Strategic Treasurer
On Time Treasury: Do You Need It and Are You Ready? (I) (G) (T)
- Justin So - Treasury Advisory Executive - Bank of America
- Brice Priestley, Assistant Treasurer, SMU
- Gary Hibbs, Vice President, Treasury, Reece USA
Accelerating into API’s: A Practical and Strategic Approach (A)
- Daniel Cohen - President - Golden Money Transfer
- Beth Martin - Treasury Solutions Officer - Texas Capital Bank
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
Learning Lab
3:30pm – 4:30pm
Wines Around the World (B) (F)
- Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications
- Eric Moulaison - Senior International Product Specialist - JPMorgan Chase
- Brittany Ibarra - FX Derivatives - J.P. Morgan