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 14th
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
Coming Soon!
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 15th
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
Coming Soon!
Session 1
9:45am - 10:45am
Selecting Stellar Service Providers: Lessons Learned (A)
- Mohan Murali, President & CEO - Axletree Solutions
- Seth Marlowe, Senior Director | Head of Treasury Product Strategy and Innovation - Synovus
Purchasing Card – Treasury Impact on a Company’s Working Capital (I) (G)
- Ashlee Horlacher - Curry, SVP, Corporate Payment Solutions Sales Manager - BOK Financial
- Chris Zieber SVP, Director - Corporate Payment Solutions BOK Financial
- Mark Aquilina, SVP, B2B Solutions - Mastercard
Evolving treasury needs and perspectives across the energy sector value chain (I)
- Katie Wilson, Managing Director, Sales - Goldman Sachs Transaction Banking
- Kelly Valerio, Treasury Advisor - EOG Resources
- Meredith Bromley, Director of Treasury - Southern Company
- Angela Wong, Head of Treasury - Sunrun
Regulatory, Rate and Regime Changes: A Perfect Storm for Liquidity Investors? (I)
- Jeff Jones, CFO- Twisted X
- Wes Rager, Portfolio Manager- Invesco
- Brittany O’Shea, Executive Director, Head of Liquidity, Pricing and Receivables Product Management - Texas Capital
Unlocking the Data Scientist Within: How Treasurers Are Leveraging AI (I) (G)
- JaeSon Kim, VP of Sales, Mid-Market - HighRadius
- Blain Carnprobst, Senior VP - Receivables Product Advisor - PNC Bank
Tech Transformation Triumph: Unveiling Strategies for Reducing Treasury Costs (A) (E) (G)
- Steve Bernstein, Executive Director - J.P. Morgan
- Shawna Coberly-Krepps, Executive Director Cash Management - Valero Energy Corporation
AI For Treasury: The Good, The Bad, and The Scary (I) (G)
- Bob Stark, Global Head of Marketing Strategy - Kyriba
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
Coming Soon!
Session 2
11:30am - 12:30pm
A Realistic Assessment of AI Adoption Within Treasury During 2024 (I)
- John Kane, VP Pre-Sales US - TIS
The Way We Pay: 2024 & Beyond (I) (G)
- Matt Davies, EVP & Director of Treasury Management- Pegasus Bank
Don’t Just Set It and Forget it. Investing Public Funds Across Texas: Austin, Dallas, Houston, and San Antonio (I) (G)
- Laurel Eagan Kenny, President - Turningpoint Communications
- Jenny Kerzman, Assistant Director of Treasury - City Controller's Office, City of Dallas
- Vernon Middleton D Lewis, Director & Deputy City Controller - City of Houston, Treasury Department
- Debbie Fleming, Deputy Treasurer - City of Austin, Texas
- Brett Sekula, Investment Officer - City of San Antonio, Texas
Is NOW the Right Time for In-House Bank? (I)
- Victor Grado, Vice President and Assistant Treasurer - Kyndryl
- Shemley Gordon, Managing Director - Citibank
- Kelvin Ang, Director, Client Advisory - Citibank
Mastering Treasury Analytics: How to Unlock Deeper Intelligence with AI for Actionable Insights (I) (E)
- Chris Allen, VP of Sales - Trovata
Cybersecurity in Finance and Unclaimed Property (B)
- Madhu Maganti, Partner - Baker Tilly
- Robert Tucci, Principal - Baker Tilly
- Jim Weigand, Director - Baker Tilly
Building Treasury Resilience – Are You Ready? (I) (G)
- Kevin McKeever, Regional Head – Treasury Solutions Group - HSBC Bank
- Blake Lovelace VP, Corporate Finance & Treasurer - Helmerich & Payne
- Lisa Frazer, CTP Director, Global Treasury Operations - ChampionX Corporation
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
Coming Soon!
Key Note
12:45pm – 2:15pm
Art of the Steal (B)
- Frank Abagnale, Author, Lecturer & Consultant
Coming Soon!
Session 3
2:30pm - 3:30pm
Navigating the Storm of Financial Disruption (I) (G)
- Audrey Lokker, Senior Director - Redbridge Debt and Treasury Advisory
- Jim Gilligan, Senior Vice President - MFR Securities
The Whimsical World of Business Email Compromise
- Joseph Sarkisian, DenSecure by Wolf & Company
Safety? Liquidity? Yield? Best practices for today’s corporate cash investor (I)
- Sara Flour, Director, Institutional Liquidity Sales - RBC Global Asset Management
- Kim Kelly-Lippert, CTP, Treasury Manager - American Honda Motor Co., Inc.
- Mehul Rupani, Senior Treasury Manager - Celonis, Inc.
Working Capital – What It Means For Your Organization (I)
- Sandra Carter, Senior Consultant, Kyriba Saas Treasury - Elire
Dr. Strange – RFP, or How I learned to Stop Worrying (About a Complicated Process) and Love (Better Easier Bank RFP Results That Are) The Bomb (I) (G)
- Paul Tormey, Vice President - Independent Financial
- Amy Taylor, Vice President - Androscoggin Bank
Adapting Roles: Women leaders share insights on work-life balance, parenthood and post pandemic dynamics (A) (E)
- Lori Tenney, JPM
- Jordan Timberlake, Memorial Hermann Health System
- Lisa Bromiley, Cemvita
- Suzanne Hall, Leggett & Platt
- Julie Mingus, Senior Director of Treasury Operations - Cinemark
Embracing ISO 20022: A New Standard In Payments (I)
- Tony Clark, Key Accounts Manager - Swift
- Therese Morgan, VP, International Advisor - PNC Bank
- Michael Valmidiano, National Manager, Accounting Solutions - Toyota Financial Services Corporation
Treasury Career Corner Live (I)
- Mike Richards, CEO & Founder - The Treasury Recruitment Company
- Tamara Saront-Eisner, Treasurer and VP M&A, Americas Hub - Air Liquide
- Fred Schacknies, Vice President, Treasurer - TechnipFMC
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
Coming Soon!
Session 4
4:00pm - 5:00pm
The Great Exodus of Treasury Talent – Preparing the New Generation (I)
- James P. Gilligan, Senior Vice-President - MFR Securities
Getting Hosed by Check Fraud? Stop the Washing, and Shift Liability with Check 21 (I) (G)
- Greg Litster, President - SAFEChecks
- Kristie Ondracek, Chief Financial Officer/Chief Operating Officer - TXCPA Houston
Cash Flow Forecasting (A) (G)
- Craig Jeffery, Founder, Managing Partner - Strategic Treasurer
- Patrick Moye, Executive Director Receivables - Deluxe
Cybersecurity Education and Risk Mitigation for Financial Services Professionals (B)
- Chris Moore, Vice President, Solution Architecture - Thrive
Here comes the recession – Has the Fed gone too far? (A) (E) (G)
- Will Goldthwait, Fixed Income Strategist - State Street Global Advisors
On Cloud API (I)
- Louis Mangiacapra, SVP of Cloud & Data - CG Infinity
- Bill Wade, Chief Information Officer/EVP - Independent Financial
- Sebastian Labrador, CTO & Co-Founder - IgniteConnex
How To Solve the Unsolvable Within Treasury, Accelerating Revenue to the Bottom Line (B)
- Zach Brown, EVP, Investment Reporting - ICD
- Brook Ballard, Treasurer - Oceaneering
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
Coming Soon!
Tuesday, April 16th
Session 5
9:45am - 10:45am
Treasury & FX Management in a Global Organization Using Pooling & Hedging (A)
- Minal Karlekar, Director, Rates & Currencies - Bank of America
- Shawn Mire, Senior Treasury Manager - Yelp
- Anisha Gulati, Lead Global Liquidity Specialist - Bank of America
- Juliette Simmons, Corporate Cash - PayPal
A Fraudster’s Paradise (I) (G)
- Crissy Terry, Vice President, ePayAdvisors
The Trend Towards Paying/Invoicing In Different Currencies (I)
- Jeff Orgill, FX Sales & Trading - GPS Capital Markets
- Fadi Bunni, Controller - Smith & Associates
- Gabe Canales, Sr. Treasury Manager - Imagine Communications
How to Streamline Treasury Management Workflows with Embedded Finance (I)
- Robert May, SVP, Digital Channels Platform - PNC Bank
Peering Under the Hood to Propel Clients Ahead of the Pack (A) (E)
- Carol Carr, J.P. Morgan
- Luis Orozco, Cinepolis
- Jennifer Swartz, Senior Director of Treasury and Banking - California Bioenergy
Leveraging Data and AI to Counter Discriminatory Pricing in Global FX Markets (I)
- Anders Nicolai Bakke, CEO & Co-Founder - Just Technologies
- Kelly McClelland, Manager of Global Treasury Technology - Sysco Corporation
Asset Allocation, Manage the balance between risk and return (I) (G)
- Will Goldthwait, Fixed Income Strategist - State Street Global Advisors
- Lina Arikat, Treasury Trader - ExxonMobil
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
Coming Soon!
Session 6
11:30am - 12:30pm
Cyber State of the Union: Unveiling Modern Threats and Defense Strategies in Banking (I) (G)
- Michael Pleasant, CEO - Open Security
- Ryan Head, Global Director of Sales - Open Security
Will your bank swipe right? How to make your company the most attractive to your bank. (A)
- Bridget Meyer, Senior Director - Redbridge Debt and Treasury Advisory
- Jim Gilligan, Senior Vice President - MFR Securities
- Jeremy Reedus, Director of Corporate Finance and Treasury for the Americas - Air Liquide
Alternative Funding Solutions in Today’s Economy (I)
- George Mavrantzas, Client Relations Executive - Round Table Financial
Managing Cash on the Peak of Mount Rates (I) (G)
- Patrick O’Callaghan, Managing Director - Goldman Sachs
- Justin Sims, Senior Advisor Cash Management - Treasury - ConocoPhillips
Navigating Tomorrow: Future-Proofing Cash Management (A)
- Laurel Egan Kenny, President - Turningpoint Communications
- Cindy Newton, Senior Managing Consultant - Treasury Consulting Group, PFM
- Tanya Kuznetsova, Director of Treasury and Cash Cycle Transformation - Baptist Health Care
Lessons learned from successful bank integrations (I)
- Emily Howell, Treasurer - Copart
- Frank Woodley, Director of Treasury and Assistant Treasurer - Arcosa, Inc
- Geoff Gabriel, CTP, Executive Director - Global Treasury Management Division Manager - Wells Fargo
Escape From Bank Portal Hell: How To Streamline Cash Visibility And Payments With Automated Multibank Connectivity (I)
- Mark O'Toole, Head of Sales & Partnerships, Americas - Fides Treasury Sales
- Tony Krabill, VP, Treasurer - Greif
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
Coming Soon!
Keynote
12:45pm - 2:15pm
Focused: The Prepared to Win Mindset (B)
- JJ Moses, Author, Speaker, and former NFL Athlete
Coming Soon!
Session 7
2:30pm - 3:30pm
Eliminating Liquidity Uncertainty With Better Cash Visibility (B) (G)
- Tori Geer, VP Controller - Premier Trailer Leasing
- Valerio Trinchi, Treasury Practice Lead - RSM
- Bob Stark, Global Head of Market Strategy - Kyriba
Managing Working Capital In Challenging Economic And Interest Rate Environment (I)
- W. Dustin Goldstein, SVP, Head of Commercial Products & Deposit Sales - City National Bank
- Nicole Hoyuela, Assistant Treasurer - CEMEX USA
Payments to Individuals (B2C) – Are You Meeting Their Expectations? (I) (G)
- Charlie Sirridge, National Payables Solution Consultant - Commerce Bank
- Curtis Webb, Senior Director, Head of Disbursements - Visa
Beyond the “New Employee” Manual – Effective Onboarding as a Tool for Employee Engagement (I)
- Robin Johnson, Founder/Owner - Robin Learning Systems
- Kristie Ondracek, Chief Financial Officer/Chief Operating Officer - TXCPA Houston
Critical Uncertainties: The Top 5 Driving Forces for Derisking Treasury & Payments Operations (X)
- Beatriz Saldivar, MBA, MM & CTP, Global Payments & Treasury Strategist - FIS
- Jenny Kerzman, CTP Assistant Director of Treasury - City Controller's Office, City of Dallas
- Travis Walsh, CTP
Cybersecurity and the Evolving Threat Landscape (I) (G)
- Matthew Simmons, Technology Executive & Cybersecurity Expert - Wells Fargo
- Justin Allbritton, Federal Bureau of Investigation - Houston Office
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
Wartime Economy: Putting Treasury on the Front Lines (I)
- Tim Frielingsdorf, Treasurer - Ascend Performance Materials
- Bernice Van der Velden, Senior Consultant - HighRadius
Coming Soon!
Session 8
4:00pm - 5:00pm
Let’s Talk about Escheatment (aka Unclaimed Property Compliance) (B)
- Heather Steffans, Partner, Strategic Solutions - MarketSphere Unclaimed Property Specialists
ACH Payments Aren’t Going Anywhere (I)
- Devon Marsh, Senior Director, ACH Network Administration - NACHA
Energy Industry Roundtable (I)
- David Wilson, Senior Treasury Management Sales Consultant - Wells Fargo
- Sheretta Jones, Manager, Cash Operations & Banking - Transocean
- Ashley Calhoun, Treasury Manager - Ranger Energy Services
From Vulnerabilities to Viability: Addressing Technical Debt in Aging Tech Infrastructure (I)
- Eric Webb, Wholesale Payments Solutions Consultant, SVP - Truist
- Terry Hooks, Wholesale Payments Solutions Consultant, SVP - Truist
Cash Optimization to Improve Return on Latent Cash (A) (E) (G)
- Daniel O'Brien, Executive Director Liquidity Sales - Morgan Stanley
- Wade Olsen, Co-Founder - Treasury Suite
Unlocking Value: Building A Business Case for Digital Receivables Transformation (I)
- John Melvin, Vice President - U.S. Bank
- Suzanne Hall, Assistant Treasurer - Leggett and Platt
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
Coming Soon!