Opening General Session
X - Executive, A - Advanced, I - Intermediate, B – Basic, G - GTOT Credit
CTP Preparatory Sessions are not available for CTP or FPAC credit.
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Wines of the World and the Global Economy (B)
- Raymond C. Vines, CPA, CTP, FPAC, CFO, Consultant, & Trainer – Turningpoint Communications
- Alan Andree, CFA, Corporate Hedging - Convera Canada
Sunday, April 12th
3:30pm - 5:00pm
Longhorn F
Session Description
Join us for a unique and sophisticated pre-conference kick-off event that provides professional development and continuing education credits as it blends global currencies with world-class wine. Led by a wine and spirits, treasury and finance certified CTP / FPAC professional and enthusiast and a currency expert and Chartered Financial Analyst (CFA), this engaging session will explore the intersection of climate, currency, and culture (including soccer!) across select global regions across 3 continents. As each country is introduced, attendees will enjoy a curated tasting of wines from that region—bringing the conversation to life through flavor, context, and connection.
Sponsored by American National Bank of Texas
Speaker Information
Raymond C. Vines, CPA, CTP, FPAC, is a distinguished treasury expert and wine connoisseur with over 30 years of experience. As CFO, consultant, and trainer for Turningpoint Communications, Ray specializes in treasury best practices, banking relationships, and value-based selling. He shares his expertise globally as an MBA instructor at Coburg University in Germany and a CTP instructor with Rice University and The Treasury Academy. Beyond finance, Ray is an International Wine Judge and an avid collector. Holding WSET Level 3 and Advanced Sommelier credentials, he uniquely bridges the corporate and lifestyle worlds by hosting "Wines Around the World" presentations for national treasury conferences. Based in Dallas, Ray blends technical financial rigor with elite sensory expertise, helping clients master both liquidity and the art of the vine.
Alan Andree, CFA began his career at the Bank of Canada where he managed the Canadian government’s foreign exchange reserves. After public service, he transitioned to derivatives sales roles at global banks in Toronto. Now based in Vancouver, Alan is a key member of the Convera corporate hedging team, designing and implementing risk management strategies for clients across North America. Alan holds degrees in commerce and finance and is a member of the Chartered Financial Analyst (CFA) Institute and the Association for Financial Professionals (AFP) Vancouver.
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