Treasury Symposium 2019 Presentations

Click on the session titles below to download available presentations

2019 Symposium Agenda with Session Descriptions

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Continuing Education Credits Certificates of Attendance will be emailed the week after Symposium to the email address used for registration. Credit Reporting Form

Attendee Lists The attendee lists are sorted by Attendee Last Name and by Organization.

Sunday January 27, 2019

12:00 − 5:30 pm Registration Desk Hours

2:00 − 3:00 pm Mapping Your Strategic Road map for Treasury

Kelli Shomaker, CPA, Vice President for Business and Finance/CFO, Auburn University; Lori Snow, Director, Office of Treasurer Stanford University; and Maggie King, Senior Vice President and Manager Higher Education and Nonprofit Banking, Wells Fargo Bank N.A.

3:15 − 4:15 pm Insurance and Risk Management - Issues and Options: Three Perspectives

Mark Haas, Vice President for Finance and Treasurer, Michigan State University; Timothy T. Hesler, CTP, Assistant Treasurer, New York University; and Cheryl Lloyd, Associate Vice President and Chief Risk Officer, University of California, Office of the President

4:15 − 5:15 pm Idea Exchange Submit Idea Exchange Questions on the main page of the Guidebook app.

Ruth Harpool, AAP, APRP, CTP, Managing Director, Treasury Operations, Indiana University

Monday January 28, 2019

7:00 am − 5:00 pm Registration Desk Hours

8:30 − 9:30 am Economic Update: Trade, Tariffs, and Country Risk

Stephen Kuhl, Managing Director, Strategic Partnerships, Western Union Business Solutions and Michael Strauss, Chief Economist, Treasury Institute for Higher Education

9:45 − 11:15 am Cybersecurity: Protecting Higher Education

Gus Anagnos, Chief Information Security Officer, University of Southern California and Jason Belford Chief Information Security Officer, University of Virginia; and John B. Murphy, Ph.D., CISSP, ISSMP, CISM, Managing Director, Bank of NY Mellon

11:30 am − 12:30 pm Exploring Payment Options in a World of Technology Innovations. How Do I Keep Up with the Joneses?

Kathy King-Griswold, CTP, CBM, Associate Treasurer, University of Rochester; Lisa Zimmaro, Esq., Associate Vice President, Risk Management and Treasury, Temple University; and Seth Blacher, Payables Product Manager, U.S. Bank

11:30 am − 12:30 pm Looking at Both Sides of a College Merger: A Boston University / Wheelock College Case Study

Martin J. Howard, CPA, CFA, CFP, Senior Vice President, Chief Financial Officer and Treasurer, Boston University; Ranch Kimball, Trustee, Boston University (Wheelock College); and Chris Cowen, Managing Director, Bank of America Merrill Lynch

1:30 − 2:30 pm Hidden Treasures: Monetizing Licensing and Royalty Streams

Angela Kujak, J.D., Senior Director of Contracts, UCLA Technology, Development Group; Brett Sweet, Vice Chancellor for Finance and Chief Financial Officer, Vanderbilt University; and Katrina Niehaus, Managing Director, Goldman Sachs & Co. LLC

2:45 − 3:45 pm Enterprise Risk Management: Learning from the Corporate World

Mark Beasley, CPA, PLD, Professor, North Carolina State University and Donald Lukes, CPA, CGMA, University Treasurer, Indiana University

2:45 − 3:45 pm Yield and the Curve: What the Market is Telling You

John Dolan, CTP, Treasurer, Carnegie Melon University; Joe Beare, Partner, The Yuba Group, LLC; and Loyd Henderson, Managing Director, New York Life Investors LLC

4:00 − 5:30 pm Investing for the Treasurer: Fixed Income and Long-term Investment Management

John Keshner, Managing Director, Northern Trust Company and Michael Strauss, Chief Economist, Treasury Institute for Higher Education

4:00 − 5:30 pm Debt Workshop/Toolkit: Innovation and Changes in Debt Financing Submit questions on the main page of the Guidebook app.

Mark DeLorenzo, Associate Vice President for Finance and Treasurer, Emory University; Bill Starkey, Ph.D., AVP of Debt, Treasury, and Risk Management, Boston University; and Harper Watters, Managing Director, Wells Fargo Securities


Tuesday January 29, 2019

7:00 am − 5:00 pm Registration Desk Hours

8:15 − 9:15 am Teaching the Machines: Artificial Intelligence and Machine Learning

Anish Bhimani, Chief Information Officer, Commercial Bank, J.P. Morgan Chase and James Lock III, Executive Director, Higher Education & Not-For-Profit Industry Treasury Solutions, J.P. Morgan Chase

9:15 − 10:15 am TED-Style Talks on Innovation

MaryFrances McCourt, Vice President Finance and Treasurer, University of Pennsylvania; Dr. Morgan R. Olsen, Executive Vice President, Treasurer and Chief Financial Officer, Arizona State University; Stephanie Pianka, Senior Vice President for Finance and Budget and Chief Financial Officer, New York University; and John Augustine, Managing Director, Barclays

10:30 − 11:30 am Here Today, Gone Tomorrow, Assessing Inter-generational Equity

Gary Hunt, Treasurer, University of Cincinnati; Mary Peloquin-Dodd, Interim Vice Chancellor, Finance and Administration, North Carolina State University; and Emily Abrantes, Director, Prager & Co., LLC

10:30 − 11:30 am Perspectives on Rating Agencies and Credit Risk

Jessica Matsumori, Associate Vice President of Finance, Santa Clara, University; Marc Savaria, Vice President, Senior Municipal Bond Analyst, Eaton Vance Management; and Oliver Zlomislic, Executive Director, Morgan Stanley & Company, LLC

11:45 am − 12:45 pm Washington Update

Matthew Hamill, Senior Vice President, NACUBO

1:45 − 2:45 pm Alternative Strategies for Short Term Debt and Liquidity

Mike Hastings, Manager, Debt and Real Estate, University of Notre Dame; Brett Padgett, Assistant Vice President for Financial Planning and Analysis and Chief of Staff for Finance and Administration, University of Chicago; Barbara Fahnstrom, Finra Series 7 & Series 63, Public Finance Relationship Manager, PNC Bank N.A.

1:45 − 2:45 pm Idea Exchange II Submit Idea Exchange questions on the main page of the Guidebook app.

Ruth Harpool, AAP, APRP, CTP, Managing Director, Treasury Operations, Indiana University

This second Idea Exchange session allows participants to discuss issues and questions in an open forum with the experience and connections of the previous sessions.

3:00 − 4:00 pm Process Innovation and Robotic Automation

Sandip Darji, Assistant Vice President for Improvement, Analytics, and Innovation Services, Stanford University; James Lock III, Executive Director, Higher Education & Not-For-Profit Industry Treasury Solutions, J.P. Morgan Chase; and Stefan Peekel, Director, Intelligent Automation, KPMG LLP

3:00 − 4:00 pm Lessons Learned in P3s

Sandra Lynn Neuse, Associate Vice Chancellor of Real Estate and Facilities, University System of Georgia; Ryan Conway, Director, PFM Financial Advisors LLC; and Steve Park, Partner, Ballard Spahr, LLP

4:15 − 5:15 pm Global Strategies: Where We've Been and Where We're Going - A Blueprint for International Operations

Christine Potter, Executive Director, Global Operations, Cornell University; Christopher D. Brown, CPA, Vice President, Finance & Treasurer, The Carter Center, Inc.; and Sue-Ellen Speight, B.COM, EPSO, Senior Vice President, INTL - FC Stone

4:15 − 5:15 pm Lease Accounting and Vendor Financing, FASB/GASB Accounting Changes

Susan Krauss, CPA, Treasurer, University of Kentucky; David Woodall, CPA, Partner, PricewaterhouseCoopers, LLP; and Mary Peloquin-Dodd, Interim Vice Chancellor Finance and Administration, North Carolina State University

Wednesday, January 30, 2019

7:00 − 11:30 am Registration Desk Hours

8:00 − 9:30 am Treasury Competencies for the Future: Looking for the Next Leaders

Amy Kweskin, MA, Vice Chancellor for Finance and Chief Financial Officer, Washington University in St. Louis; Jim Matteo, CTP, CMA, Associate Vice President and Treasurer, University of Virginia; and Daniel Rodas, Partner, Isaacson Miller

9:45 − 11:15 am Evolving Electronic Payments: A Digital Journey

Richard Emrich, CTP, Director of Treasury, Northwestern University and Lawrence R. Andress, Jr., CTP, Manager, Card Account Management, Bank of America Merrill Lynch

9:45 − 11:15 am ERP Implementations: Lessons Learned Through the Implementation Lifecycle

MaryFrances McCourt, Vice President Finance and Treasurer, University of Pennsylvania; Brian T. Smith, CFA, Senior Assistant Vice Chancellor and Treasurer, The University of North Carolina, Chapel Hill; and Nina Thanjan, Managing Director, Deloitte