Detailed Agenda

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

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

8:15am -  9:30am

The Funomenal Workplace (F)

• Tony Brigmon, Former Director of Fun at Southwest Airlines

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

10:45am – 11:30am

How to Not Suck at Networking (A) (F)

• Ashley Owens - Networking Concierge - Ashley Assists LLC

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

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

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

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

8:15am – 9:30am

Using Data to Shape the Future of Texas (G) (F)

• Justin Coppedge, SVP, Strategy and Operations, TEXAS2036

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

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

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

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

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

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