Session 03 | Texpo Conference
Seismic Shifts in Technology Matter (A) (F)
- Craig Jeffery, Managing Director, Strategic Treasurer
- Mike Doumaux, Treasury Director, Cigna
Wednesday, September 2nd
11:30am - 12:30pm
There are massive shifts in technology, and this is impacting treasury. These changes matter to your company and your career. This session will cover some of the major shifts happening that matter to treasury (ERP in the cloud, AI/ML, XML, RPA, API, automated cyberfraud) and help attendees know what to think and what to do. These changes require a different technology architecture and represent some risks and great opportunities.
Attendees will understand:
- Key technology changes impacting treasury
- Requirements for a modern treasury technology stack.
Craig Jeffery formed Strategic Treasurer LLC in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs. His 30+ years of financial and treasury experience as a practitioner and as a consultant have uniquely qualified him to help organizations craft realistic goals and achieve significant benefits quickly.
Michael Doumaux has more than 15 years of treasury experience. He is currently a Treasury Director with Cigna where he is responsible for Treasury Process & Technology Team. He earned a Bachelor of Science in Accounting from King’s College in Wilkes-Barre PA.
Panel – ROI of Diversity and Inclusion – the Changing Landscape of our Workforce (X) (F)
- Andrea Albright, Managing Director, Bank of America
- Ed O'Boyle, Global Practice Leader, Gallup
- Sandra Quince, SVP, Market President Human Resources Partner, Bank of America
Wednesday, September 2nd
11:30am - 12:30pm
Companies focused on building a diverse and inclusive culture are proven to outperform their peers, given stronger employee engagement, greater brand loyalty from their customers and diversity of thought that promotes creativity and innovation. The panelist will highlight their D&I practices and how that has translated to happier employees and stronger returns.
Andrea Garcia Albright is a Managing Director and Senior Treasury Solutions Manager in Global Transaction Services at Bank of America Merrill Lynch. Based in Dallas, she is responsible for managing a team of Treasury Advisors, delivering working capital and cash management solutions to businesses within the Middle Market Banking line of business. She began her career with Bank of America Merrill Lynch in 2000 as a Real Estate Credit Analyst and has 18 years of experience in structuring treasury strategies that assist companies in meeting their working capital objectives. Recently, she was named the Inspiration Award winner by the Global Association of Women in Payments. In her 19 year tenure with Bank of America Merrill Lynch, Andrea has been an active champion of diversity and leadership at the firm and in the community. Andrea led the Diversity and Inclusion strategy for Global Transaction Services for 2 years and is currently a member of Bank of America’s Hispanic-Latino Leadership Council as well as Bank of America’s North Texas Hispanic Business Council. In years past, Ms. Albright served as Chair of the North Texas LEAD for Women Chapter at Bank of America and led various committees since the chapter’s inception. Andrea is a graduate of the McCombs School of Business at the University of Texas at Austin with a major in Finance.
Ed O’Boyle serves as Gallup’s Global Practice Leader. He oversees the research and innovation efforts of Gallup’s Workplace and Marketplace Practices. He is responsible for using Gallup’s leading-edge science and discoveries as a guide to drive impact and performance of Gallup’s clients. Ed was instrumental in developing the company’s Culture and B2B frameworks, which have generated increases in performance through customer engagement and impact. He also works as an executive advisor to several Gallup clients.Prior to joining Gallup, Ed served in strategic leadership roles in brand management and innovation at Diageo, Capital One, and Frito-Lay.Ed earned his MBA from the University of North Carolina at Chapel Hill and his Bachelor’s degree in business administration from Virginia Commonwealth University in Richmond, Virginia.
Sandra Quince, Global Diversity & Inclusion Executive, Senior Vice President Market President Human Resources Partner, Oklahoma is a Diversity & Inclusion executive responsible for the Global Diversity & Inclusion Council (GDIC). In this role, she supports the CEO and Chief Diversity & Inclusion Officer in delivering the Bank’s global D&I strategy. Sandra’s work with the GDIC is focused on growing the diverse representation of the workforce, promoting an inclusive workplace where all employees have the opportunity to achieve their goals and meet the needs of customers. Sandra also leads diversity for Global Human Resources, an organization of over 2500 employees. Sandra’s role includes serving as the Market President Human Resources Leader for Oklahoma, responsible for driving employee engagement, retention and talent management for the Tulsa and Oklahoma City markets. Formerly, Sandra was in leadership development supporting Consumer and Small Business Banking. Sandra serves the community through her contributions to the Executive Committee and Board for Family & Children’s Services, a leading provider of behavioral health care and family services in Tulsa; Chair of the Black Women Business Owners of America board, a business association that supports African American women business owners, entreprenuers, and start up foundations across the country; the City Year Board, an organization that partners with schools to help bridge the gap by providing diverse, talented and trained young adult tutors, mentors and role models who work alongside teachers to support student success; and as a member of the Oklahoma Center for Nonprofits board, a nonprofit organization for strengthening the nonprofit sector through training, consulting, advocacy, membership, networking and awards. Sandra is a graduate of Florida State University.
CTP – Introduction to the CTP Exam Continued – Overview of New ETM 6 Text (B)
- Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vector Bank
Wednesday, September 2nd
11:30am - 12:30pm
The purpose of this session:
- Dispelling Common Misconceptions About the CTP Exam
- How ETM is Created & the CTP Exam is Developed
- Successful Tips & Techniques for Preparing for & Passing the CTP Exam
This session will cover common misconceptions about the CTP Exam that lead candidates to make assumptions that are incorrect. Incorrect assumptions can set up candidates for failure even before they embark on a course of study and exam preparation. Learning how Essentials of Treasury Management (ETM5) is created and how the CTP Exam is developed is the starting point for enabling candidates to have a factual and realistic understanding of what they need to learn in order to earn the credential. This session also offers candidates proven tips and techniques for preparing for the CTP Exam and for ensuring the best chance of passing.
D.J. Masson, Ph.D., is President of The Treasury Academy, a training and consulting firm specializing in treasury management, international finance, business forecasting, and risk management. Over the past 25 years, D.J. has provided business and financial consulting and training services to a wide variety of corporations, financial institutions, and not-for-profit organizations in the U.S., Canada, and abroad. He is currently an Associate Clinical Professor of Finance at Indiana University’s Kelly School of Business and is a trainer and curriculum developer for programs with Association for Financial Professionals (AFP), GT News and Association of Corporate Treasurers (ACT) in the U.K, and Citibank’s Global Transactions Services unit. D.J. has extensive experience in developing curriculum for a wide range of teaching and training environments, both residential and on-line. He has developed classes and taught at all levels of higher education: undergraduate, MBA, Executive MBA, and in-house, custom-designed courses. D.J. has worked with professional associations to develop workshop, training materials, and certification programs in the areas of Treasury Management, Credit Management, Global Cash Management, Financial Forecasting, Commercial Banking, and Risk Management. D. J.’s educational background includes a B.A. in Business from the University of New Orleans and an MBA and Ph.D. in Finance from Indiana University. D.J. earned his Certified Cash Manager (CCM/CTP) credential in 1988. D.J. also earned the Cert ICM, an international cash management certification, from the Association of Corporate Treasurers (ACT) in the UK in 1999.
Tyrone Gant, CTP, is the Director of Treasury Management for Vectra Bank Colorado, a division of Zions Bancorporation. Tyrone is a results oriented financial professional with 25 plus years’ experience in the banking industry including leading and executing growth and sales strategies, new business development and treasury management consulting.
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