Session 5

8:30am – 9:45am

Decoding Treasury and Fintech’s Past and Forecasting the Future (X) (F)
Mark Kirsch, CTP, Treasury Practitioner Executive, Global Business Solutions, Bank of America ML
Evan Smith, CFA, Vice President and Treasurer, CST Brands

Trends in Treasury: Global Treasury Benchmarks for 2017 (I) (F)
Cathy Gregg, CCM, Managing Director, Treasury Strategies
Tracey Knight, Director Solutions Consulting, ION

No More Secrets: A Roadmap to BSA Compliance (I)
Suzanne Hall, VP, Cash Manager, Leggett and Platt
George Pivik, Executive Director, Compliance Program Manager, JPMorgan Chase

Stop, in the Name of EMV! Is Merchant Regulation Breaking Your Heart? (I)
Ana Chandler, Assistant Vice President, Treasury Management Sales, Amegy Bank
Julie Fairbanks, Vice President, Merchant Service Sales, Amegy Bank
William (Bob) Rogers, Vice President of Sales, FirstData

The Changed Landscape for Short-term Investing Post SEC Money Market Fund Reform (I) (F)
Kevin Stibora, Treasury Director, Hewlett Packard
Scott Wachs, Executive Director, Global Head of Product, Morgan Stanley

Cloud Services: Are they Secure enough for You? (I)
Rebecca Libourel, US Treasurer, INEOS
Mohan Murali, President & CEO, Axletree Solutions

Health Care Industry Roundtable Discussion (I) (F)
Cynthia Newton, CPA, System Director of Banking Operations, Baylor, Scott & White Health
Tim Phillips, Deputy Head, Healthcare, BNY Mellon

CTP – Cash Forecasting & Risk Management (B)

FP&A – Cost Accounting Topics: Break-Even Analysis (I)