2018 Topics & Descriptions by Agenda Times

Topics by Agenda Times Topics by Treasury Areas Professional Renewal Credits One-on-One Career Consultations



(X) Executive Track Sessions – in Bold
(A) Advanced (I) Intermediate (B) Basic

Eligible for FP&A renewal credits.

An explanation of session levels and attendee prerequisite knowledge is at the Professional Renewal Credits Tab.

NOTE: A CTP Essential Learning session is included during each concurrent session period. A take home exam will be provided at the end of the course.


attachment-icon Session handouts available.

Session 1 (9:00am –10:15am)

Session 2 (11:00am – 12:15pm)

Applying Artificial Intelligence - Smart Automation Shapes Smarter Payment Solutions (X)
Adam Devine, Vice President, Head of Marketing, WorkFusion
Mel Steals, CTP, Sr Vice President, Strategy and Planning Manager, PNC

Interest Rate Risk: Changing the Game (A)(F)
Amanda Breslin, CFA, CTP, Executive Director, Treasury Advisory, Chatham Financial
Brian Hockenberry, Assist Treasurer & Dir of Global Treasury and Insurance Risk, Booz Allen Hamilton
Ryan Ross, CTP, Senior Associate, Booz Allen Hamilton

Cash Forecasting in the Information Age (A)(F)
Craig Allocca, Director, Treasury Services, Aetna
Priscilla Nagalli, CFA, CTP, Manager, Capital Markets, Actualize Consulting
Steve Wiley, CTP, VP Treasury Solutions, FIS

Leveraging Your Account Analysis to Maximize Bank Relationships (I)
Cathy Gregg, CCM, Managing Director, Treasury Strategies
Sam Pallotta, Vice President & Treasurer, The Rockefeller Group

Navigating India (A)
Sanchay Agrawal, Director, Treasury Sales Manager, GTS Corporate Sales Head - India, BAML
Todd Ellis, CPA, Chief Financial Officer, FSG
Maria Logiopoulou, Director, Senior Treasury Sales Officer, BAML

Improve Working Capital with Supply Chain Finance (I)(F)
Mark Ferguson, CEO, Innervation Finance Group
Greg Person, CTP, VP, Global Presales, Kyriba
Corporate Co-Presenter TBA

CTP - Banks, Payment Systems and Relationship Management (B)
Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy

12:15pm – 1:45pm Luncheon – Keynote Speaker - Colonel Nicole Malachowski

Session 3 (2:00pm – 3:15pm)

Worldly Women: An International Treasury Career Dialogue (X)
Gail Bernstein, Executive Vice President, National Investment Manager, PNC Business Credit
Courtney Roberts, CertICM, Vice President, Director, PNC European Treasury Management
Irina Rosenzweig, CPA, Corporate Controller, Special Materials
Moderator - Michele Stacey, CDCS, Senior Vice President, International Advisor, PNC Bank

Building for the Future: Cash Investment Ideas in an Ever Changing World (I)(F)
Paul Baranello, Executive Director Treasury, Estee Lauder
Devin Dadigan, Director of Investments – Treasury, MasterCard
Kevin Fitzgerald, Senior Relationship Manager, BlackRock
Frank Gianatasio, CFA, Senior Portfolio Manager, BlackRock

Faster Payments for a Faster World — Real-Time Payments Discussion (I)
James Colassano, SVP, Product Development and Strategy, The Clearing House
Laura Listwan,CTP, AAP, SVP, New Product Development, U.S. Bank
Rita Rafalovsky, VP, Real-Time Payments Product Manager, PNC
Carl Slabicki, CTP, AAP, Director, Treasury Services, BNY Mellon

Demand Notes: Have Affinity Groups? Get Funding! (A)(F)
Joanne Scheier, Managing Director, BNY Mellon
Corporate Co-presenter TBA

Navigating China: From Conventional Currencies to Alternative Payments (A)
Alison Fletcher, Foreign Exchange/Economics Market Specialist, Bloomberg
Caroline Owen, CFA, CEO, RMB Global Advisors

Achieving Cash Visibility and Security (I)
Craig Jeffery, AAP, CCM, FLMI, Managing Partner, Strategic Treasurer
Art Lorenz, CPA, CTP, Formerly Treasurer & Sr. Director of Finance, Hunter Douglas

CTP - Working Capital Management (B)
Dubos Masson, Ph.D, CTP, CertICM, President, The Treasury Academy

3:15-4:00pm Exhibit Break – Refreshments

Session 4 (4:00pm – 5:00pm)

Session 5 (9:00am –10:15am)

Session 6 (11:00am – Noon)

Session 7 (2:00pm – 3:15pm)

Session 8 (3:45pm – 5:00pm)

Session 9 – General Session (9:00am –10:00am)

8:15am – 9:00am Continental Breakfast

Cyber Fraud (I)(F)
Lawrence Zelvin, Managing Director, Global Head of Cyber Security, Citi Cyber Security Fusion Center

Refreshment Break – 10:00am – 10:15am

Please scroll down to view Sessions 10 & 11

Session 10 – (10:15am –11:15am)

Session 11 (11:30am – 12:30pm)