Session 02

• Jason M. Turner, VP, Head of National Solution Consulting - Commerce Bank

Monday, April 13th
11:30am - 12:30pm
San Saba 2

Session Description

In an era of tight liquidity and fluctuating rates, this session will show how a unified Treasury–AP strategy can turn payables from a back office cost into a shared lever for liquidity, yield, and supplier stability. Attendees will walk through invoice to pay workflows that give both teams real time visibility into invoice status, approvals, payment timing, and exceptions—improving cash forecasting, reducing surprises, and accelerating decisions. The session will also highlight practical ways to use automation, payment optimization, and data analytics to lower operating costs, unlock revenue opportunities on payables, and free up working capital—so both Treasury and AP deliver measurable, mutually aligned wins.

Session Outcomes

Attendees will leave this session with a clear, practical view of how Treasury and AP can operate as one team to drive both cost savings and growth. They will learn how to design invoice to pay workflows that give both functions real time visibility into invoice status, approvals, payment timing, and exceptions, enabling more accurate cash forecasting and tighter liquidity management. Participants will be able to identify specific opportunities to use automation, optimized payment timing, and digital payment methods to reduce operating costs, capture revenue share on payables, and strengthen supplier relationships. Finally, they will walk away with a concise framework for setting shared KPIs and governance between Treasury and AP, so they can translate collaboration into measurable improvements in working capital and new revenue streams.

Learning Objectives

• Identify specific opportunities for Treasury and AP to share workflows, data, and KPIs that improve cash visibility and working capital.
• Analyze invoice to pay processes to pinpoint where automation, payment timing, and digital payment methods can reduce cost and unlock new revenue on payables.
• Design an actionable roadmap to align Treasury and AP around joint governance, metrics, and technology that support sustainable working capital optimization.

Speaker Information

Joining Commerce Bank in 2013, Jason Turner brings over 20 years of experience in the Accounts Payable Automation industry. With a unique perspective from both a user and a provider, Jason currently leads Commerce Bank's National Solution Consulting Team. This team partners with clients across diverse industries to identify opportunities for efficiency improvements and cost savings in their accounts payable processes. In his leadership role, Jason helps ensure the success of Commerce Bank’s business development teams by providing strategic guidance throughout the sales process. He also supports in the post-sale phase, ensuring continued value realization from accounts payable automation initiatives. He works closely with the teams to optimize available resources, helping them address the unique needs of clients. Jason is dedicated to ensuring that clients not only unlock the full potential of their accounts payable automation initiatives but also achieve long-term success through effective, efficient, and scalable solutions.

• Angelica Larranaga, Director, Payments Education - ePayResources
• Crissy Terry, Vice President, ePayAdvisors - ePayAdvisors

Monday, April 13th
11:30am - 12:30pm
Davis 2

Session Description

Fraud doesn’t care how the payment moves — checks, ACH, or instant payments — the threat is real, and evolving fast. With the comeback of check fraud, increasing ACH compromise, and the rising pressure of real-time transactions, treasury and finance professionals need to stay ahead of the curve.

In this dynamic session, t payments professionals will walk through real-world fraud scenarios and risk exposures across multiple payment rails. You’ll learn how fraud trends vary by rail, how institutions are responding, and what your organization can do to strengthen controls and meet compliance expectations.

Attendees will walk away with fresh ideas, key fraud red flags, and actionable tools to help safeguard their payment environments — no matter which rails they’re riding.

Session Outcomes

In this session, two seasoned payments professionals—one with deep expertise in education and the other in audit—will guide participants through real-world fraud scenarios impacting checks, ACH, and instant payments. Attendees will gain a clear understanding of how fraud tactics differ across payment rails, what red flags to watch for, and how organizations are adapting their defenses. With perspectives grounded in both teaching and practical oversight, the speakers will provide actionable strategies to help participants strengthen controls, meet compliance obligations, and safeguard their payment environments — no matter which rails they’re riding.

Learning Objectives

• Identify key fraud risks across checks, ACH, and instant payments.
• Recognize common red flags and evolving fraud tactics by rail.
• Apply practical strategies and controls to strengthen fraud defenses and meet compliance expectations.

Speaker Information

In her role as Director of Payments Education, Angelica creates and delivers relevant presentations and materials; organizes and delivers training classes; workshops; webinars and other training services, that enable members to improve their skills and knowledge. She has more than 20 years of experience in Operations in the financial services industry, enabling her to provide our members with the education and insight to help them make important business decisions.  As electronic payments continue their rapid growth, Angelica will help you navigate this space.  Her credentials include an Associate Degree in Applied Science, as well as the Accredited ACH Professional (AAP), National Check Professional (NCP), Certified Anti-Money Laundering Specialist (CAMS) accreditation, Certified BSA/AML Professional (CBAP), and Certified Community Bank Compliance Officer (CBCO) certifications. Angelica became a certified NCP trainer in 2021 and earned the Accredited Faster Payments Professional (AFPP) designation in 2025.

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As Vice President with ePayAdvisors, Crissy conducts payments audits and risk assessments and provides strategic consulting for financial institutions. Her real-world expertise in compliance and risk management comes from over 28 years of experience in support operations in the financial services industry. With a passion for driving efficiency and supporting financial institutions’ strategic goals, Crissy knows what it takes to balance day-to-day payments operations, fraud and recovery investigations, regulatory compliance, process improvement, and more, while working towards achieving enterprise-wide objectives. Crissy’s credentials include a Master of Arts in Management and Bachelor of Arts & Science in Business, as well as the Accredited ACH Professional (AAP) and National Check Professional (NCP) accreditations.

• Jeff Jones, CFO - Twisted X
• Bryn Zisner, Portfolio Manager - Invesco
• Brittany O'Shea, Executive Director, Head of Liquidity, Pricing and Receivables Product Management Texas Capital - Texas Capital

Monday, April 13th
11:30am - 12:30pm
San Saba 3

Session Description

The rate environment in 2026 is poised at a critical inflection point. After years of volatility driven by inflationary pressures, FRB rate adjustments, and shifting fiscal priorities, policymakers and markets alike are recalibrating expectations. This panel will explore the trajectory of interest rates in 2026, the balance between growth and stability, the impact of political/geopolitical factors and the implications for borrowers, investors, and institutions. Panelists will debate whether we are entering a period of normalization or facing new structural shifts, offering insights into strategies for resilience in an uncertain landscape.

Session Outcomes

Attendees will walk away with a clear framework to adapt their liquidity strategies to this challenging macroeconomic backdrop and leverage these insights to support their organizations’ financial health and long-term goals.

Learning Objectives

Attendees will walk away with a clear framework to adapt their liquidity strategies to this challenging macroeconomic backdrop and leverage these insights to support their organizations’ financial health and long-term goals.

Speaker Information

Jeff Jones is the CFO and Treasurer at Twisted X, Inc., an international distributor of footwear in the work, casual and western categories. Jeff leads the accounting, finance and logistics teams. In previous roles, he has led and been a part of multiple operational roles including retail and wholesale sales, fulfillment, customer service, IT and HR. Jeff has a BBA in Accounting and an MA in Conflict Resolution from Abilene Christian University. Jeff was recently honored as a D CEO Financial Executive of the Year. Jeff is also a speaker and trainer on topics including conflict management, leadership development, team building and peacemaking. Jeff is married to Kelly and they have 6 married children and 5 grandchildren (pictures available for viewing).

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Bryn Zinser is a Portfolio Manager on Invesco’s Global Liquidity team, where he helps clients navigate today’s dynamic markets with tailored cash management solutions. He is responsible for a broad range of liquidity strategies, including institutional, retail, and offshore money market funds, as well as private accounts. Bryn’s expertise centers on Government and Treasury funds and the execution of repurchase agreements across all fund types, ensuring clients achieve security, stability, and efficient liquidity. Since joining Invesco in 2010, Bryn has developed deep experience in global liquidity markets. He began his career in Global Portfolio Services, supervising Money Market Operations in Atlanta, and transitioned to the Global Liquidity team in 2015. His roles in Louisville, London, and Atlanta have provided him with a global perspective and a strong foundation for delivering client-focused solutions. Bryn earned a Bachelor of Science degree in Finance from Transylvania University. He is passionate about helping clients meet their liquidity needs with precision and confidence.

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Brittany O’Shea is the Head of Liquidity, Pricing and Receivables Product Management at Texas Capital. Brittany has 20 years of Global Treasury Management experience and has been at Texas Capital for the past seven years. Prior to joining TC, she was at JPMorgan in Global Liquidity Solutions and Bank of America in Payments and Receivables Product Management. Brittany began her career working for LaBranche & Co on the New York Stock Exchange and in the White House during George W. Bush’s term as President. O’Shea has earned a BA degree in Public Policy and Economics from Hobart and William Smith Colleges in Geneva, NY. She is an AFP Mentor and participates in several organizations within her community. O’Shea is married with two children, ages 10 and 8.

• Theodore Sanchious, Senior Vice President, Treasury Management Receivables Product Segment Leader - Huntington National Bank

Monday, April 13th
11:30am - 12:30pm
Escondido 1

Session Description

In this session, we plan to explore how receivable automation, powered by new technology, can streamline invoice processing, improve cash application, and enhance overall transparency and efficiency. Attendees will learn about integrated platforms that organize data in a unified way to help staff get the job done quicker and more accurately.

Session Outcomes

In this session, we plan to explore how receivable automation, powered by new technology, can streamline invoice processing, improve cash application, and enhance overall transparency and efficiency. Attendees will learn about integrated platforms that organize data in a unified way to help staff get the job done quicker and more accurately.

Learning Objectives

Receivables automation strategies, Cash application solutions and tools, integrated solutions, how integrated solutions create efficiency.

Speaker Information

Theodore (Ted) R. Sanchious, joined Huntington Bank in September 2024 as Senior Vice President, Treasury Management Segment Leader. He leads a team of Treasury Management Product Managers who shape product strategy by assessing the competitive marketplace; understand customer needs; develop product roadmaps and business cases; assess regulatory needs; and implement new Treasury Management solutions. Ted has extensive experience designing and developing strategic plans, managing, training, and leading leaders and developing products and services for Corporations, State and Local Governments and the Federal Government. He has more than 30 years of advancement in diversified financial services leadership roles that have included Product Management and Development, Client Service, Operations Management, and Solution Sales Consulting. Prior to joining Huntington Bank, Ted served as Vice President and Director, Payments Solution Consulting, Deluxe Corporation. Ted holds a Bachelor of Science Degree in Finance, a Master’s in Business Administration Degree and is a Doctoral Candidate in Organizational Leadership. Ted is a Certified Treasury Professional (CTP), which distinguishes him in the field of Treasury Management.

• Shawna Krepps, Global Director Cash Management - Valero Energy

Monday, April 13th
11:30am - 12:30pm
Escondido 2

Session Description

Valero Energy Treasury Team manages their Global business from a single office in Central Texas.

Treasury Leaders need to control costs, plan for the future, and make key strategic decisions about structure, support and personal. This is a Tale of Two Companies comparing how they deliver top results in their industries despite very different Treasury Models.

There are many Treasury models, Attendees will hear the Benefits, limitations, and considerations of two very different strategies.

Speaker Information

• Dr. Korok Ray, Associate Professor & SwIRL Director - Southwest Innovation Research Lab (SwIRL)

Monday, April 13th
11:30am - 12:30pm
Escondido 3

Session Description

Dr. Korok Ray of Texas A&M University would like to deliver a presentation regarding Bitcoin. The presentation would touch on Bitcoin’s history, its value today, and how Bitcoin will impact our lives in the future.

Session Outcomes

Dr. Ray hopes attendees would become interested in learning more about Bitcoin following his presentation.

Learning Objectives

• Why Bitcoin has value
• Bitcoin prehistory
• evolution of accounting technology
• blockchain overview
• supply and demand
• artificial intelligence
• cryptography;

Speaker Information

Dr. Korok Ray is the first professor to teach a Bitcoin-only course at a major research university in the United States. In fact, he now teaches two courses at Texas A&M University: (1) The Bitcoin Protocol, which is an engineering course that examines the technical codebase underneath Bitcoin, including cryptography, distributed computing, and computer networking, and (2) Bitcoin: Accounting for Digital Transactions, which explores the business, economics, and policy of the Bitcoin industry, especially Bitcoin mining. In addition to teaching and publishing on Bitcoin, Dr. Ray also speaks regularly on podcasts and at conferences. If you’d like to get a feel of the material and presentation style, I invite you to search for The Future of Bitcoin and Artificial Intelligence | Korok Ray | Bitcoin for Corporations on YouTube – the video is posted to Bitcoin Magazine’s account. In the video, you'll see Dr. Ray deliver a presentation at last year’s MicroStrategy World conference. Another more recent video is Why Bitcoin Has Value SwIRL Media, which is posted to our SwIRL Media YouTube channel.

• Josh Bottum, Founder - Indemnify AI, Inc.

Monday, April 13th
11:30am - 12:30pm
Davis 1

Session Description

Pricing and Benchmarking of AI Risk

Accelerating AI adoption is creating new financial risks for corporations. While technical and compliance teams focus on model performance and regulatory frameworks, AI risk remains an unaccounted and material liability on financial statements. Corporate executives now have a fiduciary responsibility to quantify and benchmark AI risk in financial terms, and to enable their organizations to do the same. This talk explores how leading enterprises are turning AI risk quantification into a strategic differentiator. By quantifying and benchmarking AI risk, they empower their teams to make data-driven decisions, while their competitors remain mired in technical complexity and AI jargon.

Session Outcomes

Participants will recognize that pricing AI risk is the most effective method to manage AI risk.   Pricing AI risk provides a competitive advantage as it enables benchmarking and efficient decision-making.

Learning Objectives

Participants will learn about AI risk: size, growth, drivers and methods to price.

Speaker Information

Josh Bottum is co-founder of Indemnify AI Inc., where he builds software to financially quantify and benchmark AI risk. He’s a veteran of new product introduction at Cisco, Ascend, Lucent, and Canonical, with leadership roles in three successful startups: DrivePhone (IPO), Sipura (acquired by Cisco), and Arrikto ($10M Series A). An active open source software contributor, he served on the Kubeflow Steering Committee and helped lead its transition from Google to the CNCF.

• Kyle G Cameron, MS, MPH, Advocate, Facilitator 

Monday, April 13th
11:30am - 12:30pm
Texoma 1

Session Description

In financial operations, language is more than communication—it’s infrastructure. From audit memos to compliance scripts, the words we use shape behavior, reinforce power, and influence policy. But what happens when those scripts silence the very people they’re meant to support?

This session explores how trauma-informed communication and worker-centered language can transform financial environments. Drawing from real-world examples in public service, treasury operations, and labor organizing, we’ll examine how scripted phrases—like “per policy” or “we’ll circle back”—can unintentionally perpetuate harm, erode trust, and stifle innovation.
Participants will learn how to identify high-stakes moments where language matters most, and how to rewrite scripts that foster transparency, psychological safety, and ethical leadership. Whether you’re managing risk, leading change, or building cross-functional teams, this session offers practical tools to align your financial messaging with your organizational values.
Join us to rethink how language, power, and policy intersect—and how financial professionals can lead with clarity, care, and courage.

Session Outcomes

Participants will leave this session with a deeper understanding of how language shapes behavior, power, and policy within financial operations. Through real-world examples and trauma-informed frameworks, attendees will learn to identify scripted communication that may unintentionally reinforce harm or silence critical voices.

They will gain practical tools to:

• Recognize high-stakes moments where language impacts trust and transparency
• Reframe financial messaging to align with organizational values and ethical leadership
• Foster psychological safety and inclusion within treasury and compliance teams

Whether managing audits, leading change, or crafting internal policy, attendees will be equipped to rewrite scripts that support clarity, care, and courageous leadership. This session is especially valuable for finance professionals seeking to strengthen culture, improve retention, and lead with integrity in complex environments.

Learning Objectives

Understand how scripted financial language can reinforce power dynamics and impact organizational trust.
Learn trauma-informed communication strategies to improve transparency, psychological safety, and ethical leadership in financial operations.
Apply practical tools to reframe high-stakes messaging in treasury, compliance, and policy contexts.

Speaker Information

El Cameron is a facilitator, trainer, and systems-level advocate based in Wyoming. With over a decade of experience in public service, program management, and trauma-informed communication, El helps organizations navigate high-stakes conversations with clarity, care, and courage. They lead outreach and community engagement efforts. El’s work bridges technical rigor with human warmth, focusing on the intersection of language, power, and policy. As the creator of a podcast series on worker justice and communication, El amplifies stories from the frontlines of labor organizing and operational leadership. Their approach is audience-centered, emotionally intelligent, and grounded in real-world systems—from healthcare and government to finance and compliance. El has led trainings for cross-sector teams, facilitated strategic planning for company initiatives, and developed communication frameworks that support psychological safety and ethical decision-making. Whether working with frontline staff or executive leadership, El brings a deep commitment to dignity, voice, and solidarity.

• Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
• Raymond Vines, CTP - Part Time Treasurer, Treasury Consultant, Trainer - Turningpoint Communications

Monday, April 13th
11:30am - 12:30pm
Davis 3

Session Description

• Chapter 13: Short-Term Investing/Borrowing
• Demonstration of Canvas Website for course

Speaker Information

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.

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Ray Vines brings 30 years of corporate treasury experience (and honesty) to bear for Turningpoint Communications’ treasury management sales trainees, customers, customers’ clients and other key constituents as the “voice of the client” for programs, documentation and high-touch client experiences. Ray is also an instructor for the Association for Financial Professionals’ (AFP) Certified Treasury Professional (CTP), Treasury Learning System instructor-led courses, educating hundreds of prospective CTP candidates each spring and fall for Rice University and the University of Texas. Formerly, Ray served as Director of Treasury for Dean Foods in Dallas for seven years, where he was responsible for leading treasury operations and his team, managing internal and external relationships and continuous process improvement. Prior to Dean Foods, Ray spent 20 years at RadioShack as Director of Treasury Operations. Ray is an active participant in enhancing the role of treasury management as an industry and career through his participation on industry roundtables and his leadership of the Dallas AFP, including his role as past president of the . Ray co-chaired the award-winning TEXPO conference in Dallas in 2018, leading all technological, marketing and communications aspects of the conference and is a key member of the content team for #DallasTEXPO2023. Ray holds a B.S. in Finance and MS in Accounting from the University of Texas and is a Certified Treasury Professional (CTP). Ray is also a WSET Level 3 Advanced (Wine & Spirits Education Trust) Wine and Spirits Certified instructor, and customizes courses in wine/spirits etiquette for financial audiences and executives.