2019 Topics & Descriptions by Agenda Times

Agenda Topics by Agenda Times Topics by Treasury Areas Professional Renewal Credits

Code Key: (X) Executive Track | (A) Advanced | (I) Intermediate | (B) Basic | (F) FP&A 

All sessions are approved for CPE credit | All sessions except CTP Prep sessions are approved for CTP credit

Day/Date: May 28, 2019 (Tuesday) | May 29, 2019 (Wednesday) | May 30, 2019 (Friday)

Tues., May 28 - General Session - Broadway Ballroom North, 6th Fl. (12:45 - 2:00 PM)

 "Ethics and Integrity in Everything We Do," Weston Smith, Fraud and Accounting Expert 

 Tues., May 28 - Refreshment Break - 7th Floor (2:00 PM - 2:30 PM)

 Tues., May 28 - Session 1 (2:30 PM - 3:30 PM)

Tues., May 28 - Session 2 (4:00 PM - 5:00 PM)

Challenges with Acquisitions/Carveouts: Best Practices and Advice (X) (F)   
Empire, 7th Floor 

  Do You Have The Right Banks? (I)  
James Brunnquell, CTP, Senior Vice President, Phoenix-Hecht
Duffy, 7th Floor

Case Study - Monitoring Corporate FX Risk in a Changing Environment (A) (F) 
Amanda Breslin, CFA, CTP, Director, Financial Risk Management, Chatham Financial
Soho, 7th Floor

Shubert Adecco Case Study – Why a TMS is Not Enough (I) 
André van der Toorn, Head of Treasury, Adecco 
Joerg Wiemer, CEO, TIS 
Shubert, 6th Floor

Tues., May 28 - Grand Opening Reception - Broadway Ballroom, 6th Fl. (5:00 - 6:30 PM)

 - End of Day One-             

 Wed., May 29 - Session 3 (9:00 AM - 10:15 AM)

Panel - Future Trends on the Minds of Treasurers (X)
Jeffrey Horowitz Managing Dir. & Market Head for Relationship Management, Corp., Gov't & Not-for-Profit, BNY Mellon
Scott Lambert, CCM, AAP, Managing Treasury Director, Cigna
Robert Starr, Corporate Treasurer, Conduent Incorporated
Empire, 7th Floor

Exploring Implications of the European Open Banking Payment Services Directive 2 (A)
 Laura McGortey, Director, Product Strategy, BNY Mellon
Duffy, 7th Floor

 Mastering Cash Forecasting in an Uncertain Interest Rate Environment (A) (F)
Paul LaRock, Director, Treasury Strategies
Soho, 7th Floor

Topic: TBA
Speaker: TBA
Shubert, 6th Floor

Wed., May 29 - Refreshment Break - Exhibit Hall, Broadway, 6th Fl. (10:15-11:00 AM)

Wed., May 29 - Session 4 (11:00 AM - 12:15 PM)


Sink or Swim: LIBOR’s Transition to a New Reference Rate Leaves Investors less than Buoyant (A) (F)

Jason Granet, Head of Firmwide LIBOR Transition Efforts, Goldman Sachs
Tim Iris, Director, Investments, Estee Lauder

Astor, 7th Floor

CTP - Financial Statements, Analysis & Decisions (B)
Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
Times Square, 7th floor

Environmental, Social & Government (ESG) & Investment Innovations to Meet the Changing Demands of Investors (X) (F)
Kevin Fitzgerald, Senior Relationship Manager, BlackRock
Eric Hiatt, CFA, FRM Managing Director, BlackRock
Corporate Co-Presenter TBA

Empire, 7th Floor

Timely Insights on the Future of Worker Pay & Talent Management (A) (F)
Dr. Martin Armstrong, CPP, Vice President, Payroll Shared Services, Charter Communications
Steve Byrnes, Sr. Account Executive, Visa
George Mavrantzas, Vice President of Strategy & Thought Leadership, ADP

Duffy, 7th Floor


Cutting the Gordian Knot: eChecks, Mobile Banking Fraud, Check 21 & Holder In Due Course (I) (F)
Greg Litster, President, SafeChecks
David Sandomenico, CPA, CTP, Vice President & Assistant Treasurer, Realogy Holdings

Soho, 7th Floor


Blockchain for Recon and Audit (I) (F)
Shubert, 6th Floor 

Wed., May 29 - Keynote Lunch - Broadway Ballroom North (12:15 - 1:45 PM)

 "The Current Investment Environment," Robert Kapito, President & Director, Black Rock

Wed., May 29 - Session 5 (2:00 PM - 3:15 PM)

Wed., May 29 - Refreshment Break - Exhibit Hall, Broadway, 6th Fl. (3:15 PM - 4:00 PM)

Wed., May 29 - Session 6 (4:00 PM - 5:00 PM)

Wed., May 29, Reception, Broadway Lounge, 6th Fl. (5:00 PM)

 - End Day Two -   

Thurs., May 30, 2019 - Session 7 (9:00 AM - 10:15 AM)

Thurs., May 30 - Refreshment Break 7th Floor (10:15 AM - 10:45 PM)

Thurs., May 30 - Session 8 (10:45 AM - 12:00 PM)


CTP - Cash Forecasting and Risk Management (B)
Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
Times Square, 7th Floor

Understanding Treasury Technology Pitfalls & How to Avoid Them (X)
Craig Jeffery, CCM, FLMI, Founder & Managing Partner, Strategic Treasurer
Empire, 7th Floor

How Organizations Are Advantaging Supply Chain Finance? (I) (F)
Bob Dyckman, Director, Buyer Originations and Marketing, Orbian
Doug Schoch, Vice President, Captive Business, Working Capital Finance, Siemens Capital

Duffy, 7th Floor

Careers in Treasury Management: Get Where You Want to Go – And Keep Going (I)
Ellen Hecker, CTP, Director, BNY Mellon
Kathy King-Griswold, Ed. D., CTP, CBM, Assoc. Treasurer and Director of Treasury Operations, University of Rochester
Juan Lopez, CPA, Senior Vice President, Finance Shared Services, Independence Blue Cross
Jill Piligra, CCM, CPCP, Senior Vice President, Wells Fargo
Soho, 7th Floor


The Payments Landscape: Full Speed Ahead! (I)
Tom Lopes, Senior Vice President, Citibank
Alex Romeo, Vice President, The Clearing House
Gramercy, 7th Floor

Thurs., May 30 - Keynote Lunch - Astor Ballroom, 7th Floor (12:00 - 1:45 PM)

"Perspective on the Opportunities the Financial Services Industry Faces in Building Trust with Stakeholders," Jamie Moldafsky, CMO & EVP, Wells Fargo

Thurs., May 30 - Session 9 (2:00 - 3:15 PM)


CTP - Advanced Math & Course Review - Part 1 of 2
Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy
Times Square, 7th Floor 

Managing Operating Cash in a Dynamic Interest-rate Environment (I) (F)
Tom Meiman, CCM, Managing Director, BNY Mellon
Corporate Co-presenter TBA

Duffy, 7th Floor

 Taking Treasury to the Next Level with Automation (I)
Adam Day, Assistant Treasurer, Rutgers University
Priscila Nagalli, CFA, CTP, Director, Actualize Consulting
Soho, 7th floor

 Managing the Modern Treasury – Part 1 of 2 (A) (F)
Bruce Lynn, CTP, Managing Director, Financial Executives Consulting Group
Gramercy, 7th floor

Thurs., May 30 - Refreshment Break 7th Floor (3:15 PM - 3:45 PM)

Thurs., May 30, 2019 - Session 10 (3:45 PM - 5:00 PM)