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PLATINUM SPONSORGOLD SPONSORSSILVER SPONSORSFINAL PROGRAMMAY 21-23, 2019Navy Pier Convention CenterChicago, ILPresented by theTreasury Management Associationof Chicago *”Windy City Summit”, “TMAC”, “Treasury ManagementAssociation of Chicago”, and the TMAC Logo are allregistered trade or service marks of the TreasuryManagement Association of Chicago.For more information and to register visitwww.windycitysummit.orgExpand your connections on these socialmedia sites! Search Windy City Summit.
WELCOME TO THE 33RD ANNUAL WINDY CITY SUMMITOn behalf of the Treasury Management Association of Chicago and Windy City Summit organizers, I would like topersonally welcome you to the 33rd Annual Windy City Summit!It is a privilege to have you here at Chicago’s Navy Pier Convention Center for two and half days to expand yourknowledge, transform your career and exchange ideas with professional colleagues.This year, the Windy City Summit welcomes three amazing speakers. Our opening Keynote Speaker is Terry Savage,national finance expert, author and Chicago native. Ms. Savage will share her expertise on money, markets and theeconomy. The featured speaker for Wednesday’s luncheon is John Stossel, award winning news correspondent with FoxBusiness Network. Speaking at Thursday’s luncheon is Alan Zweibel, Saturday Night Live writer and best-selling author.Each of these speakers will offer you the knowledge and tools for success!In addition to our 100 educational sessions and CTP review classes, we are excited to offer some new opportunities: New Technology Track: Including presentations on fintech, artificial intelligence, robotics, blockchain and more. New Learning Lounge in the exhibit hall: Featuring short sessions on the latest innovations in treasury management. Our opening reception is back! On the first night you can connect and network with more than 1,200 of your peers and the bestcompanies in the industry.This conference would not be possible without our dedicated sponsors and exhibitors who support the Windy City Summit each year. Duringthe conference, please stop by to thank them for their generous support and to learn about the innovative solutions they offer.Before I close, I would like to thank each of you for attending Windy City Summit and making this a valuable experience. A big thank youto Windy City Co-Chairs, Rob Gosma and Mike Hein along with their planning committee for their hard work and dedication to make thisconference a success. Additionally, thank you to the TMAC Board of Directors for their commitment, passion and leadership.I look forward to connecting with you throughout the conference. Please save the date for the 34th Annual Windy City Summit which will beheld on May 19-21, 2020!Enjoy the Summit!Cathy McGarryPresidentTreasury Management Association of Chicago (TMAC)2018 – 2019 TREASURY MANAGEMENT ASSOCIATION OF CHICAGO (TMAC) BOARD OF DIRECTORSPresident:President rship Chair:Meeting Site Co-Chairs:Membership Chair:Policy Chair:Program Co-Chairs:Website Chair:Cathy McGarry, Northwestern MedicineTricia Kelly, McDonald's CorporationBrad Schuller, PSAVCarrie Horton, ACCO Brands CorporationMike Madden, ACCO Brands CorporationMaggie Garbacz, Tempel SteelMelanie Simmons, Nitel, Inc.Chris McLane, Enova InternationalMandy Campbell, Jump Trading LLCJim Portalatin, Hill-RomJonathan Jost, Midwest TruckJulie Qualiato, Health Care Service CorporationMohammad Ali, Enova International2019 WINDY CITY SUMMIT COMMITTEEWindy City Summit Co-Chairs: Robert Gosma, Donnelley Financial SolutionsMike Hein, Donnelley Financial SolutionsProgram Chair: Robert Chan, CDK GlobalProgram Committee: Erin Scardina, Corelle Brands LLCCindy Sepich-Kaler, Grant Thornton LLPMary Wallace, PactivDaniel Volpe, Hollister IncorporatedPatrick Yappel, Health Care Service CorporationMarketing Chair/Facilitator Coordinator: Norman Goldstein, Gold International, Inc.Windy City Summit Treasurer: Nitixa Patel, Tenneco, Inc.2*“WINDY CITY SUMMIT”, “TMAC”, “TREASURY MANAGEMENT ASSOCIATION OF CHICAGO”, AND THE TMAC LOGO ARE ALL REGISTERED TRADE OR SERVICE MARKS OF THE TREASURY MANAGEMENT ASSOCIATION OF CHICAGO.
EDUCATIONAL SESSION INFORMATIONEDUCATIONAL SESSION INFORMATIONRecertification CreditsCTP/CCM/FP&A ValidationThe Windy City Summit is approved for up to 13.9 CTP/CCM and upto 12.4 FP&A recertification credits by the Association for FinancialProfessionals (AFP). Registrants interested in obtaining thesecredits should complete the Confirmation of Attendance, whichwas distributed via e-mail, and follow the submission requirementsfound on the AFP website.Public Accountant Continuing Professional Education (C.P.E.)The Windy City Summit is registered with the Department ofFinancial and Professional Regulation as a Public AccountantContinuing Professional Education (C.P.E.) Sponsor. The Stateof Illinois Board of Public Accountancy has final authority on theacceptance of individual sessions. Attendees can earn one credit persession by completing the C.P.E. Certificate of Attendance whichwas distributed via e-mail. Submit your completed form via email toniki@windycitysummit.org.Be sure to keep a copy of the form for your records.Accredited ACH Professional (AAP)To maintain Accredited ACH Professional (AAP) status, NACHArequires sixty (60) continuing education credits within the fiveyear accreditation period, with no more than twenty (20) creditsearned in any one year. One renewal credit is awarded for each50-minute seminar or training session; please visit the NACHAwebsite for guidelines on what types of sessions are eligible forcredit (www.nacha.org).EDUCATIONAL SESSION TRACKSThe following session track descriptions and abbreviations serve as a reference within the session information.Advanced (ADV)Detailed presentations on topics of significant interest to seniorlevel treasury management and finance executives.Banking (BANK)Topics that cover corporate banking challenges and/or opportunities.Relationship Management (RM)Explores the relationships with financial institutions and otherservice providers including the evaluation, selection, negotiationand ongoing review processes.Transaction Processing (TP)Banker Topics (BT)The latest trends, best practices, and integration options to achieveseamless transaction processing.Card Payments (CP)Treasury Management Essentials (TME)Designed for bankers and financial service providers.Includes topics on how card programs can cost-effectively andefficiently disburse funds, improve money management, addflexibility and control funds usage and tracking.Corporate Finance (CF)Short and long-term financial management topics includingborrowing strategies and vehicles, financial planning and analysis,and capital structure.CTP Preparation (CTP)Preparation for the upcoming CTP Exam.Fraud and Compliance (FC)Addresses compliance with regulatory requirements and currentthreats within treasury systems.Insurance & Risk Management (IRM)Business risk, insurance, foreign currency and interest rate riskmanagement.International Treasury Management (INTL)International operations and management including risk solutions,price changes, payments, cash management, and global financialmanagement trade.Investments (INV)Explores a wide variety of global treasury situations and solutions.NEW! Treasury Technology (TT)Innovative technologies in the treasury and financial industry thatcreate new and improved financial services for companies andusers. Some examples include FinTech (APIs, process automation,artificial intelligence, computer software), disruptive technology,POBO/ROBO, blockchain, digital wallet, cryptocurrency,cybersecurity, machine learning, robo-advisers, etc.Working Capital Management (WCM)Trends and best practices to drive efficiency and maximize yourworking capital.AUDIENCE GUIDELINES FOR SESSIONSBeginneruThe content provides an introduction to the subject usingpractical information and user-friendly terms and definitions.Intermediateu uThe latest information for maximizing yields and portfolio returnsand setting short and long-term investment goals.A session designed for participants with some knowledge of thesubject. The presentation will provide additional information toprovide a greater understanding of the subject matter.Liquidity Management (LM)Advancedu u uProfessional Development (PD)These presentations offer in-depth and current information onthe subject. Participants should have a strong background inthe topic to get the most from the session.Tips and techniques for budgeting, cash forecasting and ensuringadequate funding for your operations are available.Strategies to keep your career on track and continue to enhanceyour marketability.*“WINDY CITY SUMMIT”, “TMAC”, “TREASURY MANAGEMENT ASSOCIATION OF CHICAGO”, AND THE TMAC LOGO ARE ALL REGISTERED TRADE OR SERVICE MARKS OF THE TREASURY MANAGEMENT ASSOCIATION OF CHICAGO.3
KEYNOTE SPEAKERSTERRY SAVAGE—AUTHOR AND EXPERT ON PERSONAL FINANCE, THE ECONOMY, AND THE MARKETSAON Grand Ballroom May 21, 1:00 pmTerry Savage is a nationally recognized expert on personal finance, the economy and the markets. She writesa weekly personal finance column syndicated in major newspapers by Tribune Content Agency.She is the author of four best-selling books on personal finance. The Savage Truth on Money was namedone of the top ten money books of the year by Amazon.com in its first edition. Her other recent book is: TheSavage Number: How Much Money do You Really Need to Retire?Terry appears frequently on national television and radio programs, commenting on the financial markets andcurrent economic events. She is featured on WGN Radio and WGN-TV in Chicago, with a weekly personalfinance segment. And in days past you saw her often as a money expert on Oprah!Terry’s expertise comes from experience. She started her career as a stockbroker and became a founding member and first womantrader on the Chicago Board Options Exchange. She was also a member of the Chicago Mercantile Exchange’s International MonetaryMarket, where she traded interest rate futures and currencies. She now serves on the Board of Directors of CME Group, parent companyof the Chicago Mercantile Exchange. She has also served on the boards of McDonalds Corporation and Pennzoil Corporation.JOHN STOSSEL—HOST AT FOX BUSINESS NETWORKAON Grand Ballroom, May 22, 12:30 pmJohn Stossel joined Fox News and Fox Business Network (FBN) in 2009. He hosts Stossel, a weekly programhighlighting current consumer issues with a libertarian viewpoint, which debuted on December 10, 2009.His first shows covered health care, global warming, the novel Atlas Shrugged, “food police” and The Roadto Serfdom.Prior to joining FBN, Stossel co-anchored ABC’s primetime newsmagazine show, 20/20. There he contributedin-depth special reports, like “Sick in America,” which, right before Obamacare, debated private vs.government health care. “Stupid in America” exposed the government school monopoly. “John Stossel Goes toWashington” revealed government growth under both parties, while “Hype” exposed media distortions.Stossel’s economic programs have been adapted into teaching kits by a non-profit organization, Stossel in the Classroom. Highschool teachers in most American public schools now use the videos to help educate their students on economics and economicfreedom. They are watched and discussed by more than 12 million students every year.Earlier in his career, Stossel served as consumer editor at Good Morning America and as a reporter at WCBS-TV in New York City. Hisfirst job in journalism was as a researcher for KGW-TV (NBC) in Portland, Oregon. He is a graduate of Princeton University, with aB.A. in psychology. When not exploring free markets, he is an avid beach volleyball player.ALAN ZWEIBEL—ORIGINAL SATURDAY NIGHT LIVE WRITER & BEST-SELLING AUTHORAON Grand Ballroom, May 23, 12:30 pmAn original Saturday Night Live writer who the New York Times says has “earned a place in the pantheon ofAmerican pop culture,” Alan has won multiple Emmy, Writers Guild of America, and TV Critics awards forhis work in television, which also includes It’s Garry Shandling’s Show (which he co-created and produced),Monk, PBS’s Great Performances, and Curb Your Enthusiasm.Alan is currently an executive producer on Showtime’s documentary series Inside Comedy, starring DavidSteinberg, and recently released a Young Adult novel titled Benjamin Franklin: Huge Pain In My Ass(Hyperion) that he co-wrote with Adam Mansbach and a new children’s book titled If Moses Drove A Bus.He is also writing the script for a Broadway musical version of Field of Dreams.4*“WINDY CITY SUMMIT”, “TMAC”, “TREASURY MANAGEMENT ASSOCIATION OF CHICAGO”, AND THE TMAC LOGO ARE ALL REGISTERED TRADE OR SERVICE MARKS OF THE TREASURY MANAGEMENT ASSOCIATION OF CHICAGO.
CONFERENCE AGENDAMONDAY, MAY 20, 2019WEDNESDAY, MAY 22, 2019 (CONTINUED)3:00 pm – 6:00 pm3:00 pm – 4:30 pmRefreshment Break in the Exhibit Hall (Festival Hall B)3:15 pm – 3:40 pmLearning Lounge Session (Festival Hall B)Presented by BELLIN4:30 pm – 5:20 pmSession Block 7 (Session Rooms)Exhibitor Registration and Set Up (Festival Hall B)TUESDAY, MAY 21, 20197:00 am – 1:00 pmExhibitor Registration and Set Up (Festival Hall B)7:00 am – 5:30 pmRegistration Open (Festival Hall B)1:00 pm – 2:00 pmOpening Keynote Terry Savage (AON Grand Ballroom)Sponsored by BMO Harris Bank2:00 pm – 3:00 pmRefreshment Break in the Exhibit Hall (Festival Hall B)2:20 pm – 2:45 pmLearning Lounge Session (Festival Hall B)Presented by C2FO2:00 pm – 6:30 pmTHURSDAY, MAY 23, 20197:00 am – 12:00 pmRegistration Open (Festival Hall B)7:30 am – 8:25 amContinental Breakfast (Festival Hall B)7:30 am – 11:30 amExhibit Hall Open (Festival Hall B)Exhibit Hall Open (Festival Hall B)8:30 am – 9:20 amSession Block 8 (Session Rooms)3:00 pm – 3:50 pmSession Block 1 (Session Rooms)9:30 am – 10:20 amSession Block 9 (Session Rooms)4:00 pm – 4:50 pmSession Block 2 (Session Rooms)10:20 am - 11:30 amRefreshment Break in the Exhibit Hall (Festival Hall B)5:00 pm – 6:30 pmOpening Reception in the Exhibit Hall (Festival Hall B)Sponsored by Treasury Management Association ofChicago (TMAC)10:30 am - 10:55 amLearning Lounge Session (Festival Hall B)Presented by The Clearing House11:30 amExhibit Hall ClosedWEDNESDAY, MAY 22, 201911:30 am - 6:00 pmExhibitor Tear Down7:00 am – 4:50 pmRegistration Open (Festival Hall B)11:30 am – 12:20 pmSession Block 10 (Session Rooms)7:30 am – 8:25 amContinental Breakfast (Festival Hall B)Sponsored by First Midwest Bank12:30 pm - 2:00 pmLuncheon with Featured Speaker Alan Zweibel(AON Grand Ballroom)7:30 am – 12:20 pmExhibit Hall Open (Festival Hall B)8:15 am – 10:15 amMoney Museum Tour #1Sponsored by Treasury Management Association ofChicago (TMAC)(Bus departs from Entrance 2 at 8:30 am. Advanceregistration required.)8:30 am – 9:20 amSession Block 3 (Session Rooms)9:15 am – 11:15 amMoney Museum Tour #2Sponsored by Treasury Management Association ofChicago (TMAC)(Bus departs from Entrance 2 at 9:30 am. Advanceregistration required.)9:30 am – 10:20 amSession Block 4 (Session Rooms)10:20 am – 11:30 amRefreshment Break in Exhibit Hall11:30 am – 12:20 pmSession Block 5 (Session Rooms)12:30 pm – 2:00 pmLuncheon with Featured Speaker John Stossel(AON Grand Ballroom) Sponsored by PNCFuture Windy City Summit DatesMay 19 – May 21, 2020May 18 – May 20, 2021Navy Pier Convention CenterTMAC Academic Relations Presentation(AON Grand Ballroom)2:10 pm – 3:00 pmSession Block 6 (Session Rooms)SAVE THE DATES*“WINDY CITY SUMMIT”, “TMAC”, “TREASURY MANAGEMENT ASSOCIATION OF CHICAGO”, AND THE TMAC LOGO ARE ALL REGISTERED TRADE OR SERVICE MARKS OF THE TREASURY MANAGEMENT ASSOCIATION OF CHICAGO.5
CONFERENCE SCHEDULEMON DAY, M AY 20, 2019Exhibitor Registration and Set Up (Festival Hall B)3:00 pm – 6:00 pmT U E SDAY, M AY 21, 20197:00 am - 5:30 pmRegistration Open (Festival Hall B)1:00 pm - 2:00 pmOpening Keynote Terry Savage (AON Grand Ballroom) Sponsored by BMO Harris Bank2:00 pm - 3:00 pmRefreshment Break in the Exhibit Hall (Festival Hall B)2:00 pm - 6:30 pmExhibit Hall Open (Festival Hall B)2:20 pm - 2:45 pmLearning Lounge Session (Festival Hall B) Presented by C2FO201uuSESSION 13:00 pmto3:50 pm202TTuu203IRM u uBlockchain Adoption:Appetite and Outlook inFinancial ServicesBMO Harris Bank, CanrightCommunications, DiscoverFinancial ServicesWhen Your Frozen DB PlanHas Freezer BurnMitchell I Serota &Associates, Inc., Pacific LifeInsurance Company201202205TME u uMerchant FeeOptimizationWells Fargo Bank, N.A.Crossing the CanadianBorder: Optimizing YourNorth American TreasuryTeam203IRMINTL uGordon Food Service, PNCSESSION 2 u u uLM u uTTINV u ua Year of Turmoil,Seven Strategic Steps forLatest Technology Trends4:00 pm AfterWhere Now for GlobalSuccess in Public SectorCaterpillar, TreasuryMarkets?toFinanceStrategies, a division reasurer,4:50 pmMesirow Financial, VillageDemystifying the ISDA:Document Structure andReviewing Key TermsCitizens Global Markets205uu206INTL uGovernment Electionsand the Effect onCurrency VolatilityPNCof Wilmette5:00 pm - 6:30 pm206MarshOpening Reception in the Exhibit Hall (Festival Hall B)Sponsored by Treasury Management Association of Chicago (TMAC)TREASURY MANAGEMENT ASSOCIATION OF CHICAGO(TMAC)Host of the Windy City SummitJoin TMAC today!v EXPLORE Industry TrendsTMAC Headquarters(312) 332-7622www.tmachicago.orgtmac@gss.net6IRMLeading the RiskManagement Function:What Treasurers ShouldKnowv EARN CTP Recertification Creditsv EXPAND your Professional NetworkApply for membership at www.tmachicago.orgVisit TMAC at booth 228*“WINDY CITY SUMMIT”, “TMAC”, “TREASURY MANAGEMENT ASSOCIATION OF CHICAGO”, AND THE TMAC LOGO ARE ALL REGISTERED TRADE OR SERVICE MARKS OF THE TREASURY MANAGEMENT ASSOCIATION OF CHICAGO.
CONFERENCE SCHEDULEInformation is subject to change. Please refer to the mobile app for the most up to date information. Instructions on how to downloadthe app are located on pages 10 and 11.ADV AdvancedCPBANK BankingBTBanker TopicsCFCorporate FinanceINV InvestmentsRMCTP CTP PreparationIRM Insurance and Risk ManagementTMEFCLMLiquidity ManagementTPPDProfessional DevelopmentTTCard PaymentsFraud and ComplianceINTL Int’l Treasury Management207uuSESSION 13:00 pmto3:50 pm324BANK u uMeeting DisruptionsHead OnKeyBankTME u uJ.P. Morgan Chase & Co.324WCMTreasury Management Essentials uuuTransaction ProcessinguuuTreasury Technology325Running with Bulls- Keeping Up withEconomic Expansion207Relationship ManagementWorking Capital Cash Management in theDigital AgeTreasury IntelligenceSolutions–TISCybersecurity: How toPrepare for the Best andthe WorstU.S. Bank325326TPuuMaking Business Easier:Evolving Your BusinessModelBank of America MerrillLynch, Cars.com327SESSION 2 uBANKTME u uTME u uWCM u uTME u ashKeepingPacewiththeHowtoStayOutof4:00 pmand Impact CorporateUnder Revised HedgeConversion Cycle:Faster Payments Racethe News for BotchedtoAccounting StandardLeveraging AP and ARImplementations?Treasurers and BanksBNY MellonAutomationAramark, ChathamGo-Live Faster4:50 pm Axletree SolutionsFinancial5:00 pm - 6:30 pm360 Thought LeadershipConsultingOpening Reception in the Exhibit Hall (Festival Hall B)Sponsored by Treasury Management Association of Chicago (TMAC)2020 Speaker, Sponsorship and Exhibitor OpportunitiesSHARE YOUR EXPERTISE WITH YOUR PEERS BY SPEAKING AT THE WINDY CITY SUMMIT. We are looking for talented, knowledgeable andengaging presenters to make the 2020 Windy City Summit the place for treasury professionals to educate themselves on relevant industry topics. Submityour ideas on our Call for Presentations site which opens mid-August and will close in early November. For more information contact Valerie Powley atValerie@windycitysummit.org.LOOKING TO GROW YOUR BUSINESS OR PROMOTE
Treasury Management Essentials (TME) Explores a wide variety of global treasury situations and solutions. NEW! Treasury Technology (TT) Innovative technologies in the treasury and financial industry that . create new and improved financial services for companies and users.
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