Session 07
X - Executive, A - Advanced, I - Intermediate, B – Basic, F- FP&A Renewal Credit, G - GTOT Credit
CTP Review Sessions are not available for CTP or FP&A credit.
A Case for Mobile Payments (I)
- Alex Harris, CCM, Vice President, Treasury Management Officer, J.P. Morgan
- Brice Priestley, CPA Assistant Treasurer and Director of Finance Southern Methodist University
Wednesday, April 14th
2:15pm - 3:15pm
Virtual
Session Description
If the future of payments is mobile—and it is—then now is the time to implement mobile payments. According to a recent Statista study, there are more than 3 billion smartphone users worldwide—a number that’s forecasted to grow by several hundred million in the next few years. That means mobile payment adoption rates are increasing, too.
This session will cover the increasing demand for payments digitization and what Treasurers should be doing to ensure their business, or institution, isn’t left behind.
Speaker Information
Alex Harris is focused on developing effective cash management strategies for clients in the Healthcare, Higher Education, and Not-for-Profit sectors. His efforts are targeted primarily in North Texas with additional coverage across the Alabama, Arkansas, and Louisiana markets. This coverage model allows Alex to leverage best practices and insights when engaging in strategic dialogue with new and existing clients. Alex joined J.P. Morgan as a Treasury Management Officer in October 2017. His career in treasury management spans eight years with a mix of Commercial Banking experience in various industries from middle market to large corporates. He has found a passion in Treasury Management Services where he enjoys building relationships with clients and helping to resolve complex cash management needs. Alex obtained both his Bachelors degree in Business Management and MBA from Mississippi State University. In 2015, Alex received his Certified Treasury Professional designation. Since that time, he has been active in local and national industry conferences.
Brice Priestley joined SMU in 2017 and has served in a variety of finance and accounting roles in the Office of Budgets and Finance. Prior to SMU, he worked in corporate finance at Walmart and was an auditor for an accounting firm in the DFW area. In the last year, Brice and his team have accelerated the adoption of digital payment processes to deliver funds to SMU students for stipends and other needs. Brice earned his Bachelor’s degree from Harding University, and completed the Master of Business Administration program at the SMU Cox School of Business in 2019.
Subscription & Chargeback Management for Payments in 2021 (I)
- Marty Williams, CPP, President, Chargeback Gurus
- Trace Galloway, Senior Vice President, AmDoc
Wednesday, April 14th
2:15pm - 3:15pm
Virtual
Session Description
Regardless of product or service, many merchants are considering or are already offering a subscription model to their customers – especially now with Covid complicating the economic landscape. This session will layout key payments strategies and their underlying KPIs for successful subscription and chargeback management.
Speaker Information
CTP – Long Term Investing, Capital Structure and Financial Decisions (B)
- Dubos Masson, Ph.D, CTP, CertICM, President - The Treasury Academy
- Tyrone Gant, CTP, SVP, Director of Treasury Management, Vector Bank
Wednesday, April 14th
1:30pm - 2:30pm
Virtual
Session Description
This session will cover the topics of long term investments and their management, including both fixed income (bonds/debt) and equity (stock) types of investments. The session continues with a discussion of the capital structure of a company, the long-term costs of capital and the dividend policy decision.
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.
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.