2019 Conference Event Track


All general and concurrent sessions are open to all attendees and 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 sessions are formatted in a group setting and are geared towards intermediate level learning.  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 mobile device.  Speaker presentations will be available closer to the conference.  If the name of the session is highlighted, this is a hyperlink to an electronic copy of the presentation.


The 2019 Conference has not yet been approved for CTP or FP&A re-certification.  The 2018 conference was up to 15.2 CTP recertification credits and 0.4 FP&A re-certification credits.


                                           2019 Carolinas Cash Adventure Schedule

All sessions are held in Kensington D & E Conference Rooms.

Speaker Bios - Soon to come!


    Sunday Afternoon

Registration - 5:00 to 7:00 - Harrow Room

(corner of Westminster & Cambridge Halls - next to normal conference rooms)



Monday Morning Sessions

Session 1 (8:00 – 9:00)

Opening Speaker

More than just a Job: Transforming the World through Business

Boomer Brown

Inspire and encourage others to excel in their current role by being leaders who build good people, develop good leaders, follow good process, and reap a good profit that can be re-invested in Total Societal Impact (TSI) opportunities.

Sessions 2a and 2b (9:15 – 10:15)

Cash Automation


A look into the overall cash presence in today’s dynamic market. Including micro and macro-economic trends and the correlation with the cash automation evolution. Conceptual differences and benefits of the different market approaches along with long term strategy and impact when choosing an automation concept and partner.

The Next Generation of Treasury Technology

Brad Teaver – Kyriba

The next generation of Treasury Technology. Is it worth getting a treasury provider? What should you look at and what to include in an RFP?

Sessions 3a and 3b (10:30 – 11:30)


PNC Bank

Attracting and Retaining Talent

Laura Grogan O’Mara – Bank of America Merrill Lynch

What does it take to attract and retain top talent?  This session will discuss what can be done in the current competitive environment to get you there.  It will also discuss current regulatory and policy changes that are currently in the works and how it could impact the process.

Luncheon & Keynote Address (11:30 – 1:30)

The Pursuit of Endurance: Mastering the Art of Resiliency

Jennifer Pharr Davis

This talk, based on Jennifer’s most recent book, is an empowering examination of the mindset and action steps that lead to long-term success. She unveils the secrets of accomplished record setters, defines the building blocks of endurance, then uses them to lay a foundation for every individual in the audience to go farther and do more than they previously thought possible.


Monday Afternoon Sessions

Sessions 4a and 4b (1:45 – 2:45)

Increase Deposits by Promoting Captive Insurance Model

Jeremy Colombik – Management Services International

What is the captive insurance model and how can it increase deposits for small to mid- sized businesses that gross one million or more?  This session will discuss how this works and the risks\rewards associated with using it.

SmartSafe and Recyclers

Chris Block– SafeDeposit

How SmartSafe and recyclers can help handle cash

Sessions 5a and 5b (3:00 – 4:00)

Payables Invoice Management

Devanna Donofrio - BB&T

Rather than leading your team through the grind of your business payments month after month, a more proactive approach – perhaps based in automation – can provide a number of benefits.  Optimized cash flow, stronger vendor relationships, and decreased costs can all result from a new approach. We’ll discuss how an automated payments process can deliver for your company, and how you can begin to explore a transition to a more efficient and effective way of doing business.

What’s Happening in Payments?

Gary Nesbitt & Sims Propst

Faster Payments which definitely will include Same Day ACH and what is going on there (more processing windows and larger $ amounts) as well as several other initiatives such as The Clearing House’s Real Time Payment (RTP) and some of the things that the Fed is considering. 


Tuesday Morning Sessions

Sessions 6a and 6b (8:00 – 9:00)

European Money Market Fund Reform & Brexit

Scott Wachs  – Morgan Stanley

How Brexit and European money market reform could impact multinationals investment options

Disrupt & Transform: Strategies for your new normal

Seth Marlowe – Wells Fargo

In this session we will discuss highly actionable ways to address financial automation that can create momentum to tackle the strategic initiatives of your CFO and Treasurer.

By starting with low cost, low resource technologies such as RPA and APIs, your organization can gain some quick hits, both freeing up time and starting to cultivate a data-centric mindset. These experiences and project successes are the foundation for adding on strategic projects using emerging tech like Big Data and AI.

This approach will take your organization to the next level.


• Learn how APIs and RPA don't have to be enterprise wide initiatives and small micro projects can be the launching pad for larger and broader projects.

• Learn how these tools can help you address your organization's Big Data and help cleanse it for AI-readiness

• Learn how AI can improve processes both operational and strategic in your organization.

Sessions 7a and 7b (9:15 – 10:15)

Managing Global FX Risk in Volatile Times

Jesse Shute - Bank of America Merrill Lynch

This session will discuss an update on macro factors affecting currency markets and current trends for managing FX risk.

Current Interest Rate Environment

Kerry Pope - Fidelity

Broad market overview of investing in the current rate environment.

Session 8 (10:30 – 11:30)

Innovation Award

Winner will provide overview of Innovation

Lunch/Regional Meeting (11:30 – 12:30)


Tuesday Afternoon Sessions

Session 9 (12:45 – 1:45)

Economic Update

PNC Bank

Discuss what the broad measures of economic and financial activity say about the current and future state of the state and national economy.

Session 10 (2:00 – 3:00)

Cyber Fraud

Cindy Starns – FBI

How cyber fraud has grown and how it impacts more than what most people think it does


Tuesday Night Event

Back to the 80’s …. Where the Adventure Began


Wednesday Morning Sessions

Session 11 (8:30 – 11:30)

Annual Technology Update

Rob Hickson

Rob closes out our event bringing his unique perspective and discussion of all things technology.  If you've seen him before, you know that sleeping is not an option as he will cover numerous technology topics in a fast paced, energized delivery.

Rob always includes a list of the top questions he receives from participants along with detailed answers, advice and plenty of audience discussion.


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