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North Carolina

2005-2006 “Tee-off” Meeting

September 22 – 23, 2005

Mid Pines Golf Resort

Southern Pines, NC

Thursday, September 22, 2005

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

“Investing 101 – More than just the basics of investing, but what is new in the market place for those that may not invest on a regular basis” – Rena Walsh – State Street Financial 

“Check Electronification Update – Updates on Check 21 and ACH (including what NACHA has on the horizon) – Howard Forman - Wachovia

“Changing Payment Landschape – How disbursements methods are changing and how this might impact your company” – Bill Thomas - Bank of America

“Disaster Recovery – Impacts to Business and Individuals” – Michael Alfonsi – Analytic Results

Keynote – “Opportunities for Improvement in the Financial systems of NC, lottery in NC, implementation hurdles ofr new systems, & HR management” – Robert Powell – Controller for State of NC

Friday, September 23, 2005

8:00 – 9:00 AM  Breakfast
Sessions: “Capital Markets” – Holger Ebert - Wachovia

“Remote Deposit” – Jeff Thomas/Calvin Layne - SunTrust
12:00 til Golf

Greensboro, NC

O’Henry Hotel

Thursday, October 27, 2005

4:00 PM “What’s New in Treasury” – Scott Leavitt – Wachovia
5:00 PM Social/ Networking/Dinner
6:30 PM North Carolina Economic Update” – Chris Beachum – NC Commerce Dept
7:30 PM Business Meeting / Drawings

Chapel Hill, NC

Carolina Inn

Thursday, December 8, 2005

4:00 PM “Treasury Workstations” – Mike Lewis, Progress Energy & Henry Waszkowski, Treasury Performance Group
5:00 PM Social/ Networking/Dinner
6:30 PM “Changing World & Check Clearing Impact” – Lex Litton – PhoenixHecht
7:30 PM Business Meeting / Drawings

Charlotte, NC

Federal Reserve Bank

Thursday, February 9, 2006

3:00 PM TOUR
4:00 PM “Mergers & Acquisitions” - SunTrust
5:00 PM Social/ Networking/Dinner
6:30 PM “Credit Risk Management from Bank’s Perspective” - Wachovia
7:30 PM Business Meeting / Drawings

Lexington, NC

Childress Vineyards

Tuesday, March 28, 2006

3:00 PM TOUR
4:00 PM “Managing & Controlling Your Bank Accounts” – Weiland Financial Group
5:00 PM Social/ Networking/Dinner
6:30 PM “Growth of Winemaking Industry in NC” – Greg Johns – Proprietor for Childress Vineyards
7:30 PM Business Meeting / Drawings
Myrtle Beach, SC

Kingston Plantation

(Business Casual)

May 21, 2006 - May 24, 2006

Carolinas Cash Adventure


 
 

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

© 2007 North Carolina Treasury Management Association