| Date | Feb 12, 2025 12:00 pm - 6:00 pm |
|---|---|
| Sponsor | ICD, Trovata and Strategic Treasurer |
| Location | Hampton Inn & Suites Rochester Downtown |
Program Registration & Lunch: 12:00pm (Come early, it’s a great chance to network!)
Presentation # 1: 1:00pm – 2:00pm
Topic: Future-Proof Your Treasury: How to Tackle Tech Skills Gap
Speaker: Zach Stimler, Director of Partner Success – Trovata
Session Description: The treasury function is evolving rapidly, but a significant skills gap is holding teams back – 47% of organizations report a lack of technical expertise as a barrier to growth. Today’s treasurers are expected to master tools like APIs and generative AI to deliver strategic insights. The treasury technology landscape is diverse, encompassing legacy providers, innovative newcomers, and cutting-edge systems that address evolving business needs. In this session, discover how treasury teams can transform operational challenges into opportunities, embracing technology to drive efficiency and innovation – no computer science degree required.
Break: 2:00pm - 2:15pm
Presentation # 2: 2:15pm – 3:15pm
Topic: A Nimble Approach to Managing Liquidity & Investments in Any Monetary Cycle
Speaker: Tom Severance, Head of Global Account Management and Sales – ICD
Session Description: In recent years, the dynamic nature of global financial markets has proven particularly challenging for treasury and finance teams to navigate. Now in 2025, added uncertainty over geopolitical conflicts, tariffs, interest rates, and economic growth are top-of-mind for many practitioners. But despite the challenges of modern markets, there are still plenty of opportunities for organizations to effectively steward their liquidity. In this session, ICD will discuss best practices for treasury teams to successfully manage their cash and investments in a fully-compliant, risk-reduced, and yield-optimized fashion.
Break: 3:15pm - 3:30pm
Presentation # 3: 3:30pm – 4:30pm
Topic: Fraud, Controls, and Payment Security
Speaker: Paul Galloway, CFA, Senior Director, Advisory Services - Strategic Treasurer
Session Description: In this session, we will explore the latest trends and techniques in payment fraud, highlighting emerging risks and the methods criminals use to exploit vulnerabilities. Attendees will gain valuable insights into strengthening their organization's fraud prevention strategies and improving internal controls to safeguard against financial loss.
Reception: 4:30pm - 6:00pm
