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2009
"Surviving and Thriving in Today's Environment: Initiatives for Success," Laurie McCulley, Central Ohio AFP Buckeye Financial Forum, April 22, 2009.
"Reinforcing the Cornerstones of Treasury Panel Discussion," moderated by John Herrick, A Vision for Tomorrow's Treasurer, March 25-26, 2009.
"So You’re Finally a Member, Now What?
A SWIFT Project Plan," Michael Bosacco and Lise Gjertsen, SOFA 2009, March 17, 2009.
"How Businesses Experience Commercial Payments," a panel discussion moderated by Dave Robertson, BAI Transpay Conference and Expo, February 24, 2009.
"Migrating to Tomorrow's Payments Platform ...and Beyond," Dave Robertson, BAI Transpay Conference and Expo, February 23, 2009.
2008
"Treasury Technology: It’s Not Just Go-Big or Go-Home," Discussion facilited by Mike Gallanis, TMAC, September 23, 2008.
"Bulletproofing Treasury: A Strategy for Weathering Turbulent Times," Mike Gallanis, TMAC, September 22, 2008.
"Key Trends in Canadian Treasury," Elizabeth St-Onge, TMAC, September 21, 2008.
"Making a compelling case to join SWIFT," Dave Robertson - Speaker, SIBOS, September 15-19, 2008.
"The Global Treasury Landscape," Monie Lindsey, NACHA, May 19, 2008.
"Best Practices in ACH Risk and Compliance Management," Dave Robertson and Donald Jackson, NACHA, May 19,2008.
"A Call to Action: Transformation Through Automation," Laurie McCulley, Windy City Summit, May 7, 2008.
"Treasury 2.0: Transformation Through Automation," Mike Gallanis, Latin America Financial Professionals Forum, April 16, 2008.
"Opening the Vault: Continuing Opportunities in China," Dave Robertson, NACHA Global Payments, January 22, 2008.
2007
"So You Have a System, What Now? - Best Practices in Treasury Technology Implementation," Laurie McCulley, AFP Annual Conference, October 2007.
"Key Trends and Issues in Canadian Treasury - Preliminary Results," Dave Robertson, TMAC, September 17, 2007.
"Designing A Regional Liquidity Structure for Europe," Laurie McCulley, New York Cash Exchange, May 2007.
"Managing Bank Relationships," Paul LaRock, Windy City Summit, May 2007.
"Designing a Regional Liquidity Structure for Europe," Stephen Baird, Windy City Summit, May 2007.
"Technology:
Harnessing Productivity in a Dynamic Environment," Timothy
DiGiulio, TMANE, May 10, 2007.
"Time
to Dust Off Your Investment Policy," Jeff Avers, TMANE, May
9, 2007.
"SAS
No. 112: What you may not want to know, but need to know," Mike
Gallanis, Bursars Conference, April 2007.
"Moving
from Executional to Strategic: Maintaining Best Practices as Treasury
Transforms," Lindsey Whyte, TEXPO, March 26, 2007.
"Technology:
Harnessing Productivity in a Dynamic Environment," Frederik Westerling, TEXPO, March 26, 2007.
"Benchmarking
Higher Education," Mike Gallanis, Treasury Institute
for Higher Education, February 12, 2007.
2006
"Optimal
B2B Payment Strategies - Is There a Win/Win Scenario for Both
Payee and Payor?," Monie Lindsey, AFP Annual Conference, October
2006.
"Best
Practices in Currency Risk Management: A Growth Company Perspective," Stephen Baird, AFP Annual Conference, October 2006.
"China:
The Banking and Liquidity Management Environment," Judson Murchie, Windy City Summit, May 25, 2006.
"Five
Steps to Successful Currency Risk Management," Stephen Baird,
Windy City Summit, May 25, 2006.
"Advanced
Cash Forecasting," Scott Taylor, Windy City Summit,
May 25, 2006.
"Deposit
Re-Engineering," Angela Cantillon, Windy City Summit,
May 24, 2006.
"Bank
Payment Architectures: Ready for the Future?," Dave Robertson,
Charles Kelly, Steve Buchberger, BAI TransPay, May 2006.
"The
Payments Environment In China," Judson Murchie, NACHA, May
9, 2006.
"Developing
a Payments Strategy to Meet Your Customers' Needs: A B2B Perspective," Monie Lindsey, NACHA, May 9, 2006.
"The
Street View of Treasury and Investment Services," Dave Robertson
and Brad Hintz, NACHA, May 9, 2006.
"Five
Steps to Successful Currency Risk Management," Stephen Baird,
TMANE 2006.
"Advanced Cash Forecasting," Andrew Baum, Detroit TMA, May 4, 2006.
"Treasury in Transition: Managing Constraints and Maximizing Opportunities," Elizabeth
St-Onge, TMA of Chicago, April 27,
2006.
"Disaster
Recovery: Business Continuity in Treasury," Chylene Kampenga,
Kansas City AFP Spring Seminar, April 20, 2006.
"Business Continuity Planning and Disaster
Recovery – How Does Your Plan Compare?," Mike Gallanis
and Chylene Kampenga, 2006 Bursars Conference, April 4, 2006.
"Trends
in Treasury," Mike
Gallanis and Chylene Kampenga, 2006 Bursars Conference, April 3,
2006.
"China:
Dealing with Changes in Banking and Currency Valuation," Jud
Murchie and Angela Cantillon, Wisconsin Treasury Management Association,
March 14, 2006.
"Non-Bank
Competitors in the Treasury Management Space," Dave
Robertson and Ron Fink, Onsite Conference, February 9, 2006.
"Business
Continuity Planning and Disaster Recovery: Where do we start?," Mike Gallanis, Steve Gangloff and Stuart Hoskins,
Treasury Institute of Higher Education, January 29 - February 1,
2006.
"Benchmarking
Higher Education," Mike Gallanis,
Treasury Institute for Higher Education, January 29 - February
1, 2006.
2005
"Enterprise
Risk Management: Risk Management in a Post-SOX World," Stephen Baird,
AFP Annual Conference, October 2005.
"Best
Practices in Treasury Management," Susan Skerritt, lll Financial
Summitt, October 18, 2005.
"How
to Create Value in Treasury," Susan Skerritt, HSBC Roundtable,
June 9, 2005.
"Successful
Cash Flow Forecasting," Mike Hunstad, Windy City
Summit, May 25-27, 2005.
"Treasury
Risk Management: Disaster Recovery Best Practices," Chrystal
Pozin, Windy City Summit, May 25-27, 2005.
"Treasury
Best Practices: How Does Your Operation Rate?," Eric
DeLau, Windy City
Summit, May 25-27, 2005.
"5
Steps to an Optimal Small Business Deposit Suite," David Robertson,
BAI SmartTactics Conference, May 23-25, 2005.
"Successful
Cash Flow Forecasting," Mike Hunstad, TMANE, May
18-20, 2005.
"Securing
Customer Relationships: What You Can Do to Help Win (& Maintain)
Business," Chrystal Pozin and Anthony Piazza, TMANE, May
18-20, 2005.
"Corporate
Payments," Cathryn Gregg, Federal
Reserve Bank of Chicago's 2005 Payments Conference, May 18, 2005.
"Getting
More Work Out of Your Working Capital," Fifth Third Bank,
April 5, 2005.
"Successful
Cash Flow Forecasting," Mike Hunstad, TEXPO, April
10-12, 2005.
"Proof
that Better Forecasts Equal Better Returns - and How to Get There," Mike
Hunstad, Treasury Strategies" Creating Value Through
Treasury Webinar Series, March 9, 2005.
"Treasury
Disaster Planning: Are You Following Best Practices?," Chris
Ciannella, Wisconsin Treasury Management Association, January
2005.
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