35th Annual Carolinas Cash Adventure 2019 | Carolinas Cash Adventure | 19 May 2019 | Kingston Resorts, 9800 Queensway Blvd, Myrtle Beach, SC 29572, USA

Tracks to choose from

Attendees can choose to participate in the series of general and concurrent sessions that are geared to a variety of topics relating to treasury management, or they can participate in the special CTP (Certified Treasury Professional) Exam Prep Track that is offered to individuals seeking the CTP certification. The CTP Exam Track is also beneficial to those attendees new to the treasury field.

Current events track

All general and concurrent sessions (Current Events Track) 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 formated 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.

CTP exam prep track

The CTP Exam Prep Track will follow a formal review course structure. The topics will be presented in a format that mirrors the “Essential of Treasury Management.” Study outlines will be provided to facilitate note-taking and later review of the material. Practice questions also will be provided for post-conference review to measure comprehension. Sample tests will be given to test your progress.

CCM/CTP/FP&A credits

As a guide, the 2018 conference was approved for up to 16.6 CCM/CTP re-certification credits by the Association for Financial Professionals (AFP) and 14.2 FP&A re-certification credits by the Association for Financial Professionals. This changes each year as the schedule must be reviewed and approved by AFP. A form will be provided with the conference materials when checking in.

CPE Credits

Attendance at the conference sessions sponsored by the NCTMA and SCAFP has been eligible in past for CPE Credits. The NCTMA and SCAFP are registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through it website: www.nasbaregistry.org.

A special code will be provided at the end of each current events sessions to allow for proper documentation of attendance.

2019 Speaker

KEYNOTE SPEAKER:

Jennifer Pharr Davis
Author, Speaker, Record Setter and National Geographic Adventurer of the Year

SPEAKERS:

Boomer Brown

Laura Grogan O’Mara
Bank of America Merrill Lynch

Lenny Evansek
Loomis

Brad Teaver
Kyriba

Jennifer Pharr Davis

Jeremy Colombik
Management Services International

Chris Block
SafeDeposit

Devanna Donofrio
BB&T

Gary Nesbitt

Sims Propst

Scott Wachs
Morgan Stanley

Seth Marlowe
Wells Fargo

Jesse Shute
Bank of America Merrill Lynch

David Frost
Bank of America Merrill Lynch

Kerry Pope
Fidelity

Kurt J. Rankin
PNC Bank

Cindy Starns
FBI

Rob Hickson

2019 Sponsors

PLATINUM SPONSORS:
• Bank of America
• ICD Portal
• Loomis
• Management Services • International
• PNC
• SafeDeposit Company

GOLD SPONSORS:
• BB&T
• Federated Investors Inc. • Fidelity Investments
• Harland Clark-TranSource
• Invesco
• Kyriba
• Payden & Rygel Investment Management
• State Street
• SunTrust

SILVER SPONSORS:
• BBVA Compass
• Fifth Third Bank
• First National Bank
• ServisFirst Bank
• Wells Fargo
• BlackRock
• First Citizens Bank
• Morgan Stanley Investment Management
• TD Bank
• Dreyfus Investments
• FIS Global
• ProAmpac
• US Bancorp Asset Management