2023 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 based on speaker preference.  If the name of the session is highlighted, this is a hyperlink to an electronic copy of the presentation.


Approved for up to 19.5 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Approved for up to 14.7 FPAC recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

CPE credits are still in process.


                                           2023 Carolinas Cash Adventure Schedule

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



    Sunday Afternoon

Registration - 4:00 to 6:00 - Harrow Room

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



Monday Morning Sessions

Session 1 (8:30 AM – 9:30 AM)

Kickoff Speaker

Jeff Brooks - Duke Energy

Transitioning to cleaner energy sources and a lower carbon future, while providing seamless reliability, is one of the greatest operational and planning challenges the utility industry has every faced.

More details: Kickoff Speaker


Session 2a and 2b (9:45 AM – 10:45 AM)

Digital Asset Integration for Treasury Teams

Noah Herman - Chief Revenue Officer, Fortris

With digital asset adoption gathering pace, how can treasury teams build an integration solution that is robust, compliant and slots into existing TMS and ERP systems? 

Leading Practices for International Bank Connectivity in 2023

Kevin Rice - Treasury Intelligence Solutions (TIS)

Review best practices for managing connectivity with the diverse range of banking technologies, channels, formats and workflows in use across the corporate treasury environment today. 

Sessions 3a and 3b (11:00 AM – 12:00 PM)

Start your International Banking with Canada

Sandra Vazeen - PNC

Looking to expand your business internationally? Start with Canada! Embark your international presence, start with Canada! 


Positioning for a Pivotal Period

Tom Kolimago - BlackRock Cash Management

Macro economic discussion and business impact.

Luncheon & Keynote Address (12:30 PM - 1:30 PM)

The Creator Mindset

Nir Bashan

More details are available here: Keynote Speaker


Monday Afternoon Sessions

Sessions 4a and 4b (1:45 PM – 2:45 PM)

Payments Regulation Update

Gary Nesbitt

A timely update on important recent and forthcoming regulations relative to treasury management practitioners and their banks (ACH, Wire, Real-time payments....)


Best Practices in Balancing Safety, Liquidity and Return

Tom Severance, Institutional Cash Distributors, LLC.

Tom will review and compare short-term investment options available to treasury organizations and best practices and tools available on managing the three pillars of investments: safety, liquidity, and yield.


Sessions 5 (3:00 PM – 4:00 PM)

FX Risk & Hedge Accounting

Mark Otterson - GPS Capital Markets       John Trefethen - HedgeStar

This session will discuss an update on factors affecting currency markets and current trends for managing FX risk as well as how Hedge Accounting plays into it all.

Tuesday Morning Sessions

Sessions 6 (9:00 AM – 10:00 AM)

What the Tech?

Kristen Saranteas - First Citizens

Highlights Treasury Management Industry trends, movements in payments chosen and how banks must balance the rush for innovations in technology while still supporting legacy payment types. 


Sessions 7 (10:15 AM – 11:15 AM)

A View from the Top: Where Do Money Markets and Rates Go From Here?

Rob Corner - Invesco

This session will discuss an update on macro factors impacting both rate and money markets, due to the changes from the Fed.


Session 8 (11:30 AM – 12:30 PM)

Economic Update

Kerry Pope - Fidelity

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


Lunch/Regional Meeting (12:30 PM – 1:45 PM)

NCTMA Business Meeting

Tuesday Afternoon Sessions

Session 9 (1:45 PM – 2:45 PM)

Building Diverse, Equitable and Inclusive Teams

Anthony C. Hood, PhD - First Horizon Bank

Working in silos in which decisions are driven by groupthink is dead. The future of work is inter-disciplinary, requiring organizations to build teams that work across lines of difference. However, doing so is no easy task, particularly when teammates hold diverse ideas, perspectives, and opinions. This interactive workshop will provide attendees with insights and best practices for building diverse, equitable and inclusive teams such as conflict management, trust, and psychological safety.


Session 10 (3:00 PM – 4:00 PM)

Current Trends in Cyber Crimes - Global Cybersecurity

 SA Ed Klimas, FBI


An awareness briefing of the current cyber threat picture from an FBI perspective. An overview of technology based attacks targeting information and services including resources available.


Tuesday Night Event

6:30 pm- 10:00 pm

It All Counts!


Wednesday Morning Sessions

Session 11 (9:00 AM – 11:30 AM, with a 15 minute break from 10 to 10:15 AM)

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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