Presentations

The purpose of this presentation section is to make available select presentations given at conferences and trade shows. To qualify for this listing, the presentation handouts need to contain subject material beyond talking points. Many of the presentations are copyrighted or contain copyrighted material and are made available through PhoenixHecht.com with the permission of their authors. No copying or distribution, other than for your personal use, of the material is permitted.

If you have attended a presentation and would like to nominate it for inclusion in this listing contact us.

Treasury Management

Assorted Economic Podcasts
The Bank of New York Mellon
Podcast Archives - MP3 Download

Short Term Cash: Keep it Safe and Simple
Scott Horan and Paul Metrione
PNC Bank, N.A.
Web Seminar, Duration 0:51

Unlocking the Value of your Company
Using Recapitilization Financing to achieve personal and corporate goals
PNC Bank, N.A.
Web Seminar, Duration 55:21

Obtaining Treasury Services Using a Procurement Approach
Craig S. ("Sandy") Saxer
Senior Vice President
PNC Bank, N.A.
2007  

On-line Applications: Maximizing Value in a Changing Payments Environment
Michelle Palombo, AAP, CTP
Vice President
Information Services Product Line Manager
Mellon Working Capital Solutions
TEXPO 2007 

CTP - Essentials of Governance, Pension Management and Bank Relations
Donald Yarbrough, Sr. Vice President
Cindy Hu, Assistant Vice President 
Treasury Management
Amegy Bank
TEXPO 2007 

Issues to Consider When Changing Banks
How Treasury Managers, Banks and Financial Service Providers Can Benefit
Grace Kramer, CTP Texas Association of School Boards
Judy Mowdy Vice President, Amegy Bank National Association 
TEXPO 2006 

Impact of Sarbanes-Oxley Act
How Treasury Managers, Banks and Financial Service Providers Can Benefit
Robert T. Mayer
Protiviti
New York Cash Exchange, September 2005

Best Practices for Ongoing SOX Compliance
Jeanne Castro Schmidt, President
Karen McCoy, Consulting Director
Treasury Management Solutions
LA Expo, May 2005

State of Treasury Management Today
Richard Richardson  Phoenix-Hecht
NCTMA
Charlotte, November 2003

RFP Process for Banking Services
Tracie Jaser  Cadbury Schweppes plc
Timothy Hesler  PricewaterhouseCoopers LLP
New York Cash Exchange, September 2003

Integration with Your Financial Institution: How Far Do You Want to Go?
David Potterton  JPMorgan
New York Cash Exchange, September 2003

The 3Ms of Order to Cash
Daniel L. Blumen  Treasury Alliance LLC, June 2003

The Treasury Action Plan
An article written by Daniel L. Blumen  Treasury Alliance LLC,
provides a simple eleven step approach to transforming your treasury.
June 2003

Optimizing the Financial Supply Chain
John Phillips  Selkirk Financial Technologies
Windy City Summit, May 2003

Updating a Corporate Cash Management System Using Spreadsheets and Artificial Intelligence
Nora T. Arprin   Comerica
Randall L. Wilds   Hayes-Lemmerz
Windy City Summit, May 2001

Benchmarking:  Uncovering the Myths & Realities
Michael J. Alfonsi   Answerthink
Calgary TMAC

Forming A Cost Effective Relationship with Your Service Provider
B. Lynn, The Financial Executives Consulting Group
Windy City Chicago, May 2000

The Web: Simplify Your Business By Empowering Your Customers
Lynn Nettleton PNC Bank
Windy City Chicago, May 2000

Managing Bank Account Structure Risk
Tim D. Bint   Southern California Edison
AFP Los Angeles, October 1999

Account Analysis- Solving the Mystery
Susan L. DeVries   Walgreen Co
Stephen J. Weiland   The Weiland Financial Group
Windy City Summit Chicago, May 2001

Surviving a Treasury Review
Betsy Olson Cipriano   Treasury Strategies
EXPO LA, March 1999

How to Prepare and Evaluate an EBPP Request for Information/Proposal
Anne T. Thompson   Wachovia Bank
Financial Electronic Commerce Conference
Chicago, April 2000

The Impact of Technology on Treasury Operations
Greg Malosh Mellon Financial
Texpo, Dallas 2003

What Treasurers Should Know About Unclaimed Property Reporting
Heather Steffans The Freedom Group
Brian Boyle Mary Kay Inc
Texpo, Dallas 2002

29 Steps to Improve Treasury Performance
Richard Richardson  Phoenix-Hecht
Michael Alfonsi  AnalyticResults
AFP Annual Conference November, New Orleans 2002
All performance improvement begins with assessment. Using five major benchmarking resources to help improve efficiency and effectiveness in treasury.
Download presentation handouts

Financial Issues and Answers- A Point Counter-Point
Richard Richardson  Phoenix-Hecht
Michael Alfonsi  Answerthink
AFP Annual Conference, Chicago 2001
What are the challenges faced by financial professionals, and more importantly what are the most innovative and effective strategies for dealing with them?

Electronic Commerce

Image Technology Practical Applications
Robert Page   Amalgamated Bank
Windy City, May 2005

The Impact of Electronic Commerce on Treasury Management
Geoffrey R. Kimmel   PNC Bank
Philadelphia TMA, May 2000

Internet Magic for Treasury Managers:  Corporations and Banks Move to the Web
George B. Rush   Gateway Systems, Inc.
Financial Electronic Commerce Conference
Chicago, April 2000

Electronic Commerce 101:  The Basics
Ned C. Hill, Ph.D.   Brigham Young University
Financial Electronic Commerce Conference
Chicago, April 2000

Myths And Facts About E-Commerce
Mark A. Krueger, answerthink, inc.
B2B E-Commerce Conference
San Francisco, June 2001

Electronic Collections:  Putting Faith In E-Bill
Beth Ann Zornick, Board of Pensions, Presbyterian Church ( U.S.A.)
B2B E-Commerce Conference
San Francisco, June 2001

The State Of E-Commerce - A Corporate View
Donald L. Hollingsworth, Ameren Corporation
B2B E-Commerce Conference
San Francisco, June 2001

Receivables Management In the Digital Economy
Brad Lower, Wachovia Bank
B2B E-Commerce Conference
San Francisco, June 2001

Learning From The Doers:  Overcoming Real-World EBPP Snafus
Stefanie Kiley, Mellon Financial Corporation
B2B E-Commerce Conference
San Francisco, June 2001

Learn the Essentials of Electronic Purchasing, Presentment, and Payment
Sponsored by MasterCard (Transcript of Web cast also available)

Internet Fraud: Phishing, Spoofing and Identity Theft
Gary Nesbitt, AAP  EastPay

Payables / Receivables

Complex Payments
Bob Murphy
Vicor
December 2005

Check21 and Check Transformation
Panel Discussion
Ivette Vasquez, Bank of America
Alan Koenigsberg, JP Morgan Chase
Eileen Yoshimura, City of Los Angeles
Mark Oune, County of Los Angeles
LA Expo, May 2005

RCK, ARC and Remote Deposit Capture
The Brave New World of the Post-Check 21 Era
MoneyGram International
LA Expo, May 2005

Consumer Lockbox Processing-Internal vs Outsourcing
Blaine Carnprobst  Mellon Bank
Windy City, May 2005

Check Clearing for the 21st Century
Joe Cornelius  Wachovia
NCTMA
Charlotte, November 2003

Generating Working Capital Through Accounts Payable and Purchasing
Robert S. Jaffe   American Express Tax & Business Services

Retail Payments Research:  Fact or Fiction?
Kathleen O. Paese   Federal Reserve Bank of St. Louis
Financial Electronic Commerce Conference
Chicago, April 2000

The Match Game:  Payment and Remittance Reassociation
Thomas F. Walsh   Bank One
Financial Electronic Commerce Conference
Chicago, April 2000

Electronic Collections
Robert Page   Amalgamated Bank
Windy City, May 2005

Forecasting

Exploiting the Internet for Exposure Forecasting & Risk Management
Hugh Richards   Selkirk Financial Technologies
Windy City Summit, May 2000

Successful Cash Flow Forecasting
Mike Gallanis and Mike Hunstad, Treasury Strategies
TEXPO, April 2002

Risk Management

Using Derivatives to Manage Interest Rate Risk
Manage your Balance Sheet Exposure to Interest Rate Fluctuations
PNC Bank, N.A.
Web Seminar, Duration 54:08

Enterprise Risk Management
Comprehensive Focus for the Treasury Professional
Michael J. Alfonsi, AnalyticResults
New York Cash Exchange, May 2008

Fraud in the 21st Century
A Corporate Payment Perspective
Gerald Stephens, Bank of America
LA Expo, May 2005

Beating the Card Fraudsters
Paul Tomasofsky  Two Sparrows Consulting
NACHA 2006

Heroic Measures - Corporate Card as a Crisis Management Tool
Michael O'Malley, GE Corporate Payment Services
Texpo, April 2006

Using Interest Rate Derivatives to Minimize the Impact of Rising Interest Rates
Robert Leonard    LaSalle Bank
Windy City Summit, May 2005

Fraud: And You Thought It Could Only Happen To The Other Guy
Arlen S. Lasinsky American Express
Larry A. Marks Pricewaterhousecoopers
Windy City Summit, May 2002

Check Clearing and Availability: Keys to Your Cash Management System
Michael Alfonsi Analytic Results
University of California, April 2002

Market-Based Credit Risk Management
Bruce Harris   Enron Credit
Windy City Summit, Chicago, May 2001

Internet Fraud and Risks
Kerry & Linda MacNeil
New York Cash Exchange, September 2000

Emerging Market Risk Protection Tools
James A Newfrock
Booz-Allen & Hamilton
AFP Los Angeles 1999 Copyright © 1999

Integrated Risk Financing: Trends & Practical Applications
John M. Foel, Jr. Tillinghast- Towers Perrin and Richard M. Inserra   Union Carbide Corporation
AFP Los Angeles, October 1999

International

Managing the Impact of Currency Movements
Explore solutions to manage the impact of currency fluctuations
PNC Bank, N.A.
Web Seminar, Duration 0:55

Navigating International Waters
Keys to Success in Selling Overseas
PNC Bank, N.A.
Web Seminar, Duration 52:20

China Smart: What Your Business Should Know
Best practices for working with a Chinese partner
PNC Bank, N.A.
Web Seminar, Duration 53:58

The Effect of Transfer Pricing
A joint presentation of Susan Hillman Griffiths Treasury Alliance LLC and
Bill Zink Grant Thornton International, June 2003

International Treasury Management
Daniel L. Blumen  Treasury Alliance LLC, June 2003

Organizational and Tax Issues in Managing Global Treasury
A joint presentation of Susan Hillman Griffiths Treasury Alliance LLC and
Bill Zink Grant Thornton International, June 2003

Shared Services Centers
Daniel L. Blumen  Treasury Alliance LLC, June 2003

Enhancing Shared Service ROA with Financial Centralization
Daniel L. Blumen  Knowledge Management Applications
Shared Service Executive Forum, February 2002

The Euro- The Vision, The Reality, The Future
Rebecca McCulloch
Texpo, Dallas 2002

Retirement

Selecting Investment Options for Participant-Directed Defined Contribution Plans
C. Jeff Cook  T. Rowe Price Retirement Plan Services
Mid-Sized Pension Management Conference, 2001

The Investment Policy Guidelines for Your DC Plan:  A Framework for Fund Selection and On-Going Evaluation
Lory A. Liberty  Victory Capital Management
Mid-Sized Pension Management Conference, 2001

Finance

Receivables Securitization: Capitalizing on Your Best Asset
Colin Kilgour President & CEO
Efficient Capital Corporation

Harnessing Credit & Liquidity to Optimize Working Capital
Jeff Ferguson CTP / Vice President
Standard Federal Bank
Windy City Summit, May 2005

Securitization as a Financing Option
Terry Begley Senior Managing Director
PNC Capital Markets, Inc.
Philadelphia TREA$URY INITIATIVES, May 2004

A Practical Approach to Calculating Emerging Market Costs of Equity
Ramon Espinosa, Bank of America

Monitoring Fund Performance and Risk
Charles G. Turgeon  Russell/Mellon Analytical Services
Investment Management for Institutional Investors Conference