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North Carolina

2007-2008 "Kick-off" Meeting
Greensboro, NC
O. Henry Hotel

www.ohenryhotel.com

September 20th – 21st, 2007

Make room reservations by August 20 - Online Reservation Group Code is 1054DQ

 

Thursday, September 20, 2007

10:00 – 11:00 Registration/Refreshments/Networking

Sessions: (Start at 11:00)
  • "Financing Solutions for Customers: Tools and Options for Exporters" – Alan Andrews - PNC Bank
  • Lunch (12:00 - 1:15) 

  • Letters of Credit – How the Process has Changed Over the Years and the Impacts It has had on Businesses" - Gunther Bienert, Vice President - BB&T

  • "Canadian Banking 102, Features and Benefits Or What you need to know about banking in Canada " – Ray Kohler - Royal Bank of Canada

  • "401K and Retirement Investments – How Businesses Can Determine the Best Choices for Them" – Tom Goodrum, CFA and Deirdre Curry - BlackRock

 

  • Dinner (Starts at 5:30)
  • Keynote – "Economic Development and Commerce in the Local, State, National, and International Arenas. Where is it Now and What are the Impacts to Come" – Chris Beacham – RTS Inc
Friday, September 21, 2007

8:00 - 9:00 : Breakfast free only for those staying at the O.Henry - Included in room rate 
 
 
Sessions (Start at 9:00 and end at 11:00):
  • "Receivables Outsourcing and How Businesses Can Find Efficiencies" – David Quackenbush - Bank of America

  • "Payables Outsourcing and How Businesses Can Find Efficiencies" – Steven Shafer, CTP, Product Consultant, Wachovia Bank

Mooresville, NC
Lowe’s Companies, Inc. - Corporate Headquarters

www.lowes.com

Tuesday, October 30, 2007

 

4:00 PM
"PCI Data Security for Accepting Credit Cards and How Your Business Should be in Compliance" – Steve Shirley, VP IT Strategy & Security, Lowes Companies; and David Reavis, E-Commerce Manager, NC Office of the State Controller
5:00 PM
Social/ Networking/Dinner
6:30 PM
"Then, Now, The Future: Lowe’s Hardware and Its Impact to the Local, State, and National Economy" – Robert Hull, Jr – CFO – Lowe’s Companies, Inc.
7:30 PM
Business Meeting / Drawings

 

Raleigh, NC
Cardinal Club

www.cardinal-club.com

Thursday, December 6, 2007

4:00 PM
"What’s Hot in Treasury - What Services are all the talk in the Treasury community" - Archie Kelly, AVGA Partners
5:00 PM
Social/ Networking/Dinner
6:30 PM
"Modernization of NC’s Tax Structure" – Dan Gerlach – Fiscal Advisor to Governor Easley
7:30 PM
Business Meeting / Drawings

 

Winston-Salem, NC
Salem College

www.salem.edu

Thursday, February 21, 2008

3:00 PM
Tour
4:00 PM
"History of Cash Management" – Dick Snelsire – Salem College
5:00 PM
Social/ Networking/Dinner
6:30 PM
"North Carolina Educational Lottery’s Economic Impact to the State" – Robin Diehl – Deputy Executive Director – NC Education Lottery
7:30 PM
Business Meeting / Drawings

 

Greensboro, NC
Grandover Resort

www.grandoverresort.com

Tuesday, March 18, 2008

 

4:00 PM
"Identity Theft – Impacts to Businesses and Individuals" – Caroline Farmer - Deputy Director, Victims and Citizens Section - NC Dept of Justice
5:00 PM
Social/ Networking/Dinner
6:30 PM
"Managing International Treasury" – Brandon Carey – International Textile Group
7:30 PM
Business Meeting / Drawings
This is our Membership Drive Meeting. Members may register prospective "practitioner members" as their guests without having to pay the normal $40 event fee. This does not apply to guests that may be prospective "associate members," unless the guest works for an organization that is not represented in the NCTMA. Who will have the most prospective members?

Myrtle Beach, SC
Kingston Plantation

www.kingstonplantation.com

May 18, 2008 – May 21, 2008

 

Visit

http://www.carolinascashadventure.com

 

To view calendar for 2007-2008 Program Year

Click Here

 

 
 

If you have any questions, please e-mail: info@nctma.org.

© 2007 North Carolina Treasury Management Association