Two Options to Select From

Attendees can elect to either participate in the series of general and concurrent sessions (Current Events Track), which are geared to topics relating to treasury management, or they can participate in the special CTP Exam Prep Track, which is offered to individuals seeking the Certified Treasury Professional (CTP) certification. The CTP Exam Track is also beneficial to those attendees new to the treasury field.


Current Events Track


All general and concurrent sessions (Current Events Track) are open to all attendees and sessions have no specific prerequisites to attend.  However, it is recommended that participants have a general knowledge of the subject matter being presented either through formal education and classes or work experience.  The session format is group sessions and no advanced preparation is necessary.  In keeping with the "green initiative," paper handouts for each session will not be distributed, but will be available for downloading from the website to your laptop or other mobil device.


CTP Exam Prep Track


The CTP Exam Prep Track will follow a formal review course structure.  The topics will be presented in a format that mirrors the 6th edition of “The Essentials of Treasury Management.  It is recommended that participants review the book prior to attending, but it is not required. Study outlines will be provided to facilitate note-taking and later review of the material. Practice questions also will be provided for post-conference review to measure comprehension.  Sample tests will be given to test your progress.




The 2019 conference is approved for up to 16.6 CTP/CCM and 11.8 FP&A re-certification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.  The conference credits must be re-certified every year.




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