Agenda

MONDAY, AUGUST 17
7:00 - 8:15 Conference Registration & Continental Breakfast
8:15 - 8:30 Opening Remarks
Wendy Wishon and Cyndi Hendricks
8:30 - 9:30 Keynote: The 5 Best Decisions the Beatles Ever Made and Why You Should Make Them Too!
Bill Stainton
9:30 - 9:50 Morning Break
9:50 - 10:40 Debit Card Exceptions
Diana Kern, AAP, SHAZAM
Lockbox
Lea Goins, CTP, Regions Bank
Choosing a Treasury Workstation
Kurt Briggs, WellPoint, Inc
10:40 - 11:00 Morning Break
11:00 - 11:50 Network Safety, Soundness and Best Practices
Ann-Marie Bartels, AAP, EPCOR (formerly MPX)
Making the Business of Payables Pay
Craig S "Sandy" Saxer, CPA, CCM, PNC Bank
Mike Hausfeld, Steel Dynamics, Inc
The Importance of Service in Today's Acquiring Market
Rich Cleaver, First Data
11:50 - 1:00 Luncheon
1:00 - 1:50 Accounts Under Attack: The $264,000 Email
Rayleen Pirnie, EPCOR (formerly MPX)
Investing in Turbulent Times
Rick Noble, CTP, WellPoint, Inc
Managing the Multitude of Payment Methods
Sandra Williams, Regulus Group
1:50 - 2:10 Afternoon Break
2:10 - 3:00 Cyber-Criminal Focus on Financial Institutions in Indiana
Sgt. Brian Bethel, Indiana State Police
RDC FFIEC Guidance: Reading Between the Lines
Clay Barrett, AAP, CTP, Old National
Cyber Liability - Are You Protected?
JoAnne Ehrgott, AVP, CRIS, Pillar Group
3:00 - 3:20 Afternoon Break
3:20 - 4:30 Economic Update
Mark Vitner, Wells Fargo
4:30 - 5:30 Reception
TUESDAY, AUGUST 18
7:30 - 8:30 Conference Registration and Continental Breakfast
8:30 - 9:20 ACH Network Update: A Leadership Perspective
Jan Estep, NACHA
9:20 - 9:40 Morning Break
9:40 - 10:30 Challenges and Exceptions in the World of Image Exchange
Phyllis Meyerson, AAP, CCM, ECCHO
Angie Smith, AAP, Viewpointe
Ethics: Revisiting the Foundation and Ethical Framework
Kent Williams, CPA, Indiana Wesleyan University
Working Capital Optimization: From Visibility to Execution
Ernie Humphrey, CTP, Association for Financial Professionals
10:30 - 10:50 Morning Break
10:50 - 11:40 The Tangled Web of Lies: ACH Fraud from the Corporate View
Rayleen Pirnie, EPCOR (formerly MPX)
Online Payments: Beyond the Basics
Gavin Levin, Wells Fargo
The Credit Crisis: Government Actions & Implications for Cash Investors
Ronald Hill, BlackRock
11:40 - 1:00 Luncheon Buffet, Scholarship Announcement
1:00 - 1:50 An Update on RDC
Jennifer Kline, AAP, EPCOR (formerly MPX)
Treasury Services in 2009: What to Expect From Your Bank
Jim Brunnquell, CTP, Phoenix-Hecht
Managing Documentation & Legal Liability Issues in The Banking/Customer Relationship
Mark Krawczyk, CTP, CZYK & Associates
1:50 - 2:50 Afternoon Break ~ Sponsor Break
2:50 - 3:40 The 3 R's: Risk, More Risk and Regulators
Mary Gilmeister, AAP, WACHA
PCI Compliance
Dr. Suzanne Miller, CISA, CISM, CPT, CHS-III, QSA-PCI, The Compliance & Audit Group
Evolution of the Strategic Treasurer
Craig S "Sandy" Saxer, CPA, CCM, PNC Bank
3:40 - 4:00 Afternoon Break
4:00 - 4:50 Treasury Foundations: The Pillars of Personal and Personnel Professional Development
Ernie Humphrey, CTP, Association for Financial Professionals
WEDNESDAY, AUGUST 19
7:30 - 8:30 Conference Registration and Continental Breakfast
8:30 - 10:00 An Update on the Payment Systems
Wendy Wishon, AAP, EPCOR (formerly MPX)
10:00 - 10:15 Morning Break
10:15 - 11:45 Building Pillars of Excellence
Mark Krawczyk, CTP, CZYK & Associates
11:45 - 12:15 Closing Remarks
Wendy Wishon and Cyndi Hendricks
12:15 Conference Concludes

 

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