Career Development

Measuring Success in Project Management: Pain Points You Need to Know and Avoid

The key to a successful project management lies in careful planning to prevent cost overruns, manage project changes, control resources and paying attention to schedule. This session provides a guide for creating a comprehensive requirements list for a project scope, addresses the pitfalls of an incomplete list of requirements, and reviews best practices for avoiding typical costly errors in project management. Review examples of actual projects in treasury and finance that demonstrate the basic concepts of project management, defines the appropriate expected outcomes once a project is complete, and to measuring success from business case to “go-live.”

Speaker(s)

Steve Phillips, Asst. Treasurer, AZZ Incorporated

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: MAS

A Picture is Worth $3 Billion: Applications for Data Visualization

The treasury team at Miami-Dade County Public Schools built data visualizations to assist in managing its $3 billion debt portfolio, inform the school district’s stakeholders, and make decisions about when to issue or refinance debt. Attendees gain actionable tips to develop and tailor data visualizations to help them tell the best – and right – story for their organizations.

Speaker(s)

Tony Vu, Treasurer, Miami-Dade County Public Schools

Terrance Ferguson, Assistant Controller, Miami-Dade County Public Schools

Margarita Betancourt, Assistant Treasurer, Miami-Dade County Public Schools

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: COMM

Monitoring Your Work-Life Pulse

Treasury and finance positions are by nature "high stress". Stress affects our minds and bodies in ways that we know, and quite possibly in ways that have not yet been discovered. Stress happens. But the question is – How do we cope with it? Learn how you can re-package your reactions to the daily stresses - and in so doing, minimize its negative impacts. Attendees obtain effective tools to help you manage daily pressures, hone in on the keys to doing your best work, practice exit/return strategies and enable positive engagement in the workplace to achieve work/life equilibrium.

Speaker(s)

Cheryl Thomas, Senior Analyst-Indirect Tax, Caterpillar, Inc.

Sherry Thomas, Accountant, City of Peoria

CTP/CCM Credits: 1.5
FP&A Credits: 1.5
CPE Credits: 1.5
CPE Field of Study: PD

The Politics of Communication

In the political arena, successful politicians have mastered the art of crafting and communicating a desired perception of themselves. Following their model, you too can be intentional about the perceptions you want to create. Every interaction is a brush stroke that paints a picture of in the minds of others, and the way you communicate is the broadest brush of all. In this informative session, discover the “Six Keys to Effective Communication” to help you cultivate the perception and the reputation you really want.

Speaker(s)

Chad Parsons, CTP, Regional Sales Manager - Commercial Payment Systems, Synovus Financial Corp.

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: COMM

Balancing Your Team: The Diversity Multiple

The profile of a successful team has grown to reflect a new global socio-economic order. With wider and more inclusive policies towards diversity and gender balance diversity has a bigger role in optimizing the performance of a global treasury team, and enabling companies to be creative in managing their talent and resources. Speakers share insights on the integral role diversity plays in fully leveraging talent to support a collective agenda and maximize shareholder value.

Speaker(s)

Karen Hom, Executive Director, Standard Chartered Bank

Meghan Montana, Managing Director, Assistant Treasurer, American Airlines

Jason Wong, VP-Treasurer and Investor Relations, Tiffany & Co.

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: BMO

Fulfill Your Potential and Beyond: A Path for Career Success

Get out of your comfort zone and start taking action that leads to the path of professional and personal success. Active participation in the many opportunities around you increases confidence and motivation, and provides you with the chance to practice and develop skills you never knew you had. Through examples and related stories, attendees learn actionable strategies for advancing their careers and driving personal growth.

Speaker(s)

John Engeman, CTP, VP and Treasurer, National General Insurance

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: PD

Perception and Reality: Your Personal Brand

Your personal brand stems from two components: perception and reality. Perception relies on how others observe you within your professional setting. Reality is the basis of how you operate, your strengths and what you stand for. Learn strategies for creating an authentic brand that embraces diversity, inclusion values that ultimately strengthens workplace environments and relationships.

Speaker(s)

Rene Bustamante, Staff Vice President & Assistant Treasurer, Global Cash Management, FedEx Corporation

Mandy Campbell, Senior Treasury Manager, Jump Trading LLC

Angelyn Pennington, CTP, Treasurer, Guggenheim Partners, LLC

Dominica Ribeiro, Head of Institutional Marketing, State Street Global Advisors

CTP/CCM Credits: 1.5
FP&A Credits: 1.5
CPE Credits: 1.5
CPE Field of Study: PD

Building Leaders, One Conversation at a Time

It’s time to consider a new approach to civil communication. The most powerful tool we have builds strong relationships, aligns with corporate culture commitments, minimizes risk, and advances team objectives: it’s the conversation. Explore the key elements of great conversations and introduces visualization techniques to support optimization. With a simple mindset change, individuals can view their conversations as the greatest institutes of higher learning—a place where we can all broaden our perspective and evolve as communicators.

Speaker(s)

Carla Krieman, Senior Vice President, TD Bank

CTP/CCM Credits: 1.5
FP&A Credits: 1.5
CPE Credits: 1.5
CPE Field of Study: PD

Coaching ROI: A Path for Creating High-Performing Teams

Incorporating coaching into a professional development plan improves the organization from the inside out, improving the performance and satisfaction of both individuals and teams. In this session, attendees discover how coaching in a home services company resulted in increased sales and higher margins while maintaining an honest, fulfilled workforce. And, hear the firsthand account of an FP&A practitioner at a large teaching hospital who used the skills acquired through coaching to create buy-in regarding expense reductions while creating personal fulfillment.

Speaker(s)

Michael Cauley, Director of Instruction | Principal, Lipscomb University | Goal Design, LLC

Diane Gilbert, CPA, FP&A, Director, Budgeting & Forecasting, Vanderbilt Medical Center

CTP/CCM Credits: 1.5
FP&A Credits: 1.5
CPE Credits: 1.5
CPE Field of Study: PD

Taking The Numb Out of Numbers

Accounting is a foreign language to those outside of the finance and treasury departments. And, if you’re like most finance and treasury professionals, your delivery of complex financial information is putting your clients, customers and associates to sleep on a regular basis. Attend this session to learn how to use the power of financial storytelling, data visualization and PowerPoint to create interesting presentations that allow you to connect with your audience.

Speaker(s)

Peter Margaritis, CEO, The Accidental Accountant

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: COMM