Windy City Summit
May 19-21, 2020

NAVY PIER CONVENTION CENTER, CHICAGO, IL.

 

MAXIMIZE YOUR POTENTIAL, STREAMLINE PROCESSES AND STRENGTHEN PARTNERSHIPS

Windy City Summit is one of the largest treasury and cash management conferences in the country. Network with more than 1,200 industry professionals during the opening reception and two luncheons. Take your business to the next level by meeting with over 60 exhibitors during our exhibit hall breakfasts and breaks. Learn from attending the 100 educational sessions and additional learning lounge sessions eligible for continuing education credits, CTP review courses, featured speakers, and an optional tour of the Money Museum at the Chicago Federal Reserve.

Reach Your Target Market!

For two-and-a-half days, more than 1,200 treasury and finance decision makers will gather at the Windy City Summit to explore emerging technologies, trends, services, and products driving the profession. Take advantage of this opportunity to highlight your newest products to this key group of treasury and finance executives.

Learn More Here
New In 2020

We are excited to announce a new agenda for 2020! The conference begins at 9:00 am on Tuesday and will provide two and a half days of great education and networking.

More details coming soon!

2020 CTP Review Courses

Courses are free for those who register to attend WCS.

The CTP Lineup:

  • Working Capital Management
  • Financial Statements, Analysis and Decisions
  • Review of Basic CTP Calculations
  • Money and Capital Markets
  • Collections, Concentration and Disbursements and Cash Forecasting
  • Advanced CTP Math

SESSIONS

ATTENDEES

DAYS

2020 Featured Speakers

Eddie Olczyk

U.S. Hockey Hall of Fame member, former NHL player & coach and lead analyst for NBC Sports Group’s coverage of the NHL

Eddie utilizes his hockey career and broadcasting experience in a way that connects and resonates with audiences.

    ALEC ROSS

    New York Times Best-Selling Author & Fmr. Senior Advisor for Innovation, State Department

    Drawing on his New York Times best-seller The Industries of the Future, Alec Ross outlines significant drivers of change.

    AGENDA

    3:00 pm - 5:00 pm
    Registration & Exhibitor Set-Up
    3:00 pm - 5:00 pm
    Registration Open
    8:00 am - 4:30 pm
    Registration Open
    8:00 am - 9:30 am
    Exhibitor Set-up

    The State of the Insurance Market
    Session Track: Insurance (INS)
    Room: 201
    Intended Audience: Intermediate

    How the Fed Uses Its Toolkit
    Session Track: Investments and Liquidity Management (ILM)
    Room: 203
    Intended Audience: Intermediate

    Automation is for Everyone: Speeding Up Your Payments Process
    Session Track: Treasury Management Essentials (TME)
    Room: 205
    Intended Audience: Intermediate
    Sponsor: BMO

    Transitioning from a Batch World to a Real-Time Payments World
    Session Track: Treasury Technology (TT)
    Room: 206
    Intended Audience: Intermediate
    Sponsor: PNC

    Digital Change Drivers: An Intro to AI, API, DLT and Blockchain
    Session Track: Treasury Technology (TT)
    Room: 207
    Intended Audience: Intermediate
    Sponsor: Bank of America

    Executing Transformative Treasury
    Session Track: Treasury Management Essentials (TME)
    Room: 324
    Intended Audience: Intermediate
    Sponsor: J.P. Morgan

    Cyber Risk and Fraud Mitigation for Treasury and Finance
    Session Track: Fraud and Compliance (FC)
    Room: 325
    Intended Audience: Intermediate

    Our Business Credit Card Journey
    Session Track: Banker Topics (BT)
    Room: 326
    Intended Audience: Beginner

    Libor’s Funeral – Don’t Make It Your Own
    Session Track: Corporate Finance (CF)
    Room: 327
    Intended Audience: Advanced

    9:55 am - 10:55 am
    Exhibit Hall Open / Break

    Employee Fraud and Fraudulent Financial Reporting: Do You Get It?
    Session Track: Fraud and Compliance (FC)
    Room: 201
    Intended Audience: Intermediate

    Profits with a Purpose
    Session Track: Corporate Finance (CF)
    Room: 203
    Intended Audience: Beginner

    Save Millions on Forward Costs by Hedging and Un-hedging Balance Sheet Risks
    Session Track: Risk Management (RM)
    Room: 205
    Intended Audience: Intermediate

    2020: The Emergence of a New Decade in Short-Term Investments
    Session Track: Investments and Liquidity Management (ILM)
    Room: 206
    Intended Audience: Intermediate

    Why Corporates are Losing the War Against Corporate Payments Fraud
    Session Track: Fraud and Compliance (FC)
    Room: 207
    Intended Audience: Intermediate

    Forget a Centralized or Decentralized Treasury – Hybrid Ops is the Answer
    Session Track: Treasury Technology (TT)
    Room: 324
    Intended Audience: Advanced

    The “Easy” Index: How Treasury Practitioners are Evaluating their Banks
    Session Track: Banking and Relationship Management (BRM)
    Room: 325
    Intended Audience: Intermediate

    Jones Lang LaSalle: Re-shaping the Treasury and Payments Landscape Globally
    Session Track: International Treasury Management (INTL)
    Room: 326
    Intended Audience: Advanced

    Forecasting: New Technologies and Approaches to Automating Your Forecast
    Session Track: Treasury Management Essentials (TME)
    Room: 327
    Intended Audience: Intermediate

    12:00 pm - 1:30 pm
    Lunch & Keynote

    CTP Course 1: Essential Learning for CTP Candidates
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    D&O 101
    Session Track: Insurance (INS)
    Room: 202
    Intended Audience: Intermediate

    Navigating the Disruption in Payments
    Session Track: Treasury Technology (TT)
    Room: 203
    Intended Audience: Intermediate
    Sponsor: U.S. Bank

    Why are We Still Talking About LinkedIn? The Answer…It Works
    Session Track: Professional Development (PD)
    Room: 205
    Intended Audience: Beginner
    Sponsor: BMO

    Making Moves in the Current Interest Environment
    Session Track: Investments and Liquidity Management (ILM)
    Room: 206
    Intended Audience: Intermediate
    Sponsor: PNC

    Navigating Payments
    Session Track: Treasury Technology (TT)
    Room: 207
    Intended Audience: Intermediate
    Sponsor: Bank of America

    Cybersecurity and Fraud Protection Best Practices
    Session Track: Risk Management (RM)
    Room: 324
    Intended Audience: Intermediate
    Sponsor: J.P. Morgan

    ISO20022: Unleash the Innovation
    Session Track: Fraud and Compliance (FC)
    Room: 325
    Intended Audience: Advanced
    Sponsor: Accenture

    FinteX – Fintech Efficiencies for Tomorrow’s Foreign Exchange
    Session Track: Banking and Relationship Management (BRM)
    Room: 326
    Intended Audience: Intermediate
    Sponsor: KeyBank

    Do Androids Dream of Electric Spreadsheets? AI-Powered Cash Forecasting
    Session Track: Treasury Technology (TT)
    Room: 327
    Intended Audience: Intermediate

    CTP Course 2: Banks, Payment Systems and Relationship Management
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    Why ePayables: How to Improve Working Capital with Card Programs
    Session Track: Working Capital Management (WCM)
    Room: 205
    Intended Audience: Intermediate
    Sponsor: BMO

    Fraud at the Speed of Light
    Session Track: Fraud and Compliance (FC)
    Room: 206
    Intended Audience: Intermediate
    Sponsor: PNC

    Mobile – Managing Your Treasury Function From a Smartphone
    Session Track: Treasury Technology (TT)
    Room: 207
    Intended Audience: Intermediate
    Sponsor: Bank of America

    The ACH’s Road to the Future
    Session Track: Treasury Management Essentials (TME)
    Room: 324
    Intended Audience: Advanced
    Sponsor: J.P. Morgan

    Faster Payments Are Real – Now What?
    Session Track: Banker Topics (BT)
    Room: 325
    Intended Audience: Intermediate

    Prepare for Doomsday: Geopolitical Tension and the Effects on Monetary Policy
    Session Track: Investments and Liquidity Management (ILM)
    Room: 326
    Intended Audience: Intermediate

    A Bit More Formal: Managing Bank Relationships
    Session Track: Banking and Relationship Management (BRM)
    Room: 327
    Intended Audience: Intermediate

    3:35 pm - 4:15 pm
    Dedicated Exhibit Hall / Break

    CTP Course 3: Working Capital Management
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    The Extinction of Stagnant Workplaces: Prepare for What’s Next
    Session Track: Working Capital Management (WCM)
    Room: 203
    Intended Audience: Intermediate

    KPIs for Digital Treasury
    Session Track: Corporate Finance (CF)
    Room: 205
    Intended Audience: Intermediate

    ESG: From Theory to Practice
    Session Track: Investments and Liquidity Management (ILM)
    Room: 206
    Intended Audience: Intermediate

    Faster Payments – Real Time Payments and ACH Update
    Session Track: Treasury Management Essentials (TME)
    Room: 324
    Intended Audience: Intermediate

    Stop Reconciling and Start Strategizing: Automating the Receivables Process
    Session Track: Treasury Management Essentials (TME)
    Room: 325
    Intended Audience: Intermediate

    A Safe Port in a Storm
    Session Track: Investments and Liquidity Management (ILM)
    Room: 326
    Intended Audience: Beginner

    FX Program Optimization: Maximize Risk Reduction per Unit of Hedging Costs
    Session Track: Risk Management (RM)
    Room: 327
    Intended Audience: Intermediate

    5:30 pm - 6:30 pm
    Opening Reception in Exhibit Hall
    8:00 am - 12:00 pm
    Registration Open
    8:00 am - 12:00 pm
    Exhibit Hall Open

    CTP Course 4: Financial Statements, Analysis and Decisions
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    How Modern Enterprise Billing and Pricing Drives Commercial Banking Success
    Session Track: Banker Topics (BT)
    Room: 202
    Intended Audience: Intermediate

    People and Productivity
    Session Track: Banking and Relationship Management (BRM)
    Room: 203
    Intended Audience: Intermediate

    Continued Evolution: Hedge Accounting Amendments and Update
    Session Track: Risk Management (RM)
    Room: 205
    Intended Audience: Advanced

    Familiar Patterns Reminding us of Now Familiar Solutions
    Session Track: Investments and Liquidity Management (ILM)
    Room: 206
    Intended Audience: Beginner

    Save Time, Money and Hassle with the Right Expense Tool
    Session Track: Treasury Management Essentials (TME)
    Room: 207
    Intended Audience: Beginner

    The Triangulation of ACH, Wire and Check Fraud
    Session Track: Fraud and Compliance (FC)
    Room: 324
    Intended Audience: Intermediate

    Navigating Global Trade and Tariffs
    Session Track: Banker Topics (BT)
    Room: 325
    Intended Audience: Intermediate

    Save on COGs, Gain Substantial Cash, Strengthen Your Supply Chain
    Session Track: Working Capital Management (WCM)
    Room: 326
    Intended Audience: Intermediate

    Mastering Currency Risk Management: 2020 Corporate Best Practices
    Session Track: Risk Management (RM)
    Room: 327
    Intended Audience: Beginner

    9:55 am - 11:25 am
    Exhibit Hall Open / Break

    CTP Course 5: Review of Basic CTP Calculations
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    Borrower Boot Camp: Advanced Loan Documents
    Session Track: Corporate Finance (CF)
    Room: 202
    Intended Audience: Advanced

    Cyber Fraud … But It Looked OK to Me
    Session Track: Fraud and Compliance (FC)
    Room: 203
    Intended Audience: Intermediate
    Sponsor: U.S. Bank

    Attract the Right Talent: Be the Workplace of the Future
    Session Track: Professional Development (PD)
    Room: 205
    Intended Audience: Intermediate
    Sponsor: BMO

    Letters of Credit: Ins, Outs, Ups and Downs
    Session Track: International Treasury Management (INTL)
    Room: 206
    Intended Audience: Intermediate
    Sponsor: PNC

    Leaning in on Integration: A Treasurer’s Guide to Connectivity File Format
    Session Track: Treasury Technology (TT)
    Room: 207
    Intended Audience: Intermediate
    Sponsor: Bank of America

    The Economy’s New Normal
    Session Track: Banking and Relationship Management (BRM)
    Room: 324
    Intended Audience: Intermediate
    Sponsor: J.P. Morgan

    Modern Commercial Banking Redesigned
    Session Track: Banking and Relationship Management (BRM)
    Room: 325
    Intended Audience: Advanced
    Sponsor: Accenture

    AP Automation- Payables Optimization Strategies
    Session Track: Treasury Technology (TT)
    Room: 326
    Intended Audience: Intermediate
    Sponsor: KeyBank

    LIBOR Replacement, Here and Abroad – What You Should Do Now to Prepare
    Session Track: Risk Management (RM)
    Room: 327
    Intended Audience: Intermediate

    12:30 pm - 2:00 pm
    Lunch & Keynote (Intern Presentation)

    CTP Course 6: Money and Capital Markets
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    Unlocking Opportunities with ESG Investing
    Session Track: Investments and Liquidity Management (ILM)
    Room: 202
    Intended Audience: Advanced

    How International Payments are the Next Untapped Opportunity for Automation
    Session Track: International Treasury Management (INTL)
    Room: 203
    Intended Audience: Intermediate

    Unlock the Secrets of Merchant Card Fees
    Session Track: Banking and Relationship Management (BRM)
    Room: 205
    Intended Audience: Intermediate

    Disruptive Working Capital at Dawn Foods: from P&L to Cash-driven
    Session Track: Working Capital Management (WCM)
    Room: 206
    Intended Audience: Advanced

    Networking and Personal Branding to Achieve Success in Your Treasury Career
    Session Track: Professional Development (PD)
    Room: 207
    Intended Audience: Intermediate

    Advanced Analytics Applications within Financial Risk Management for Treasurers
    Session Track: Risk Management (RM)
    Room: 324
    Intended Audience: Intermediate

    Transforming Treasury at Groupon
    Session Track: Treasury Management Essentials (TME)
    Room: 325
    Intended Audience: Intermediate

    RPA in Treasury
    Session Track: Treasury Technology (TT)
    Room: 327
    Intended Audience: Beginner

    3:05 pm - 4:05 pm
    Dedicated Exhibit Hall /Break

    CTP Course 7: Collections, Concentration and Disbursements and Cash Forecasting
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    Three Ways to Make AP Treasury’s Strategic Partner
    Session Track: Treasury Management Essentials (TME)
    Room: 202
    Intended Audience: Intermediate

    Optimizing the Client Experience with Digital Payments
    Session Track: Working Capital Management (WCM)
    Room: 203
    Intended Audience: Intermediate
    Sponsor: U.S. Bank

    To Hedge or Not Hedge: Evaluating the Risks of FX Exposure
    Session Track: International Treasury Management (INTL)
    Room: 205
    Intended Audience: Intermediate
    Sponsor: BMO

    Powering New Experiences with APIs
    Session Track: Treasury Technology (TT)
    Room: 206
    Intended Audience: Intermediate
    Sponsor: PNC

    Cybersecurity: Fortifying Defenses In an Increasingly Cyberworld
    Session Track: Fraud and Compliance (FC)
    Room: 207
    Intended Audience: Intermediate
    Sponsor: Bank of America

    Real Time Payments: They’re Real, and Magnificent
    Session Track: Treasury Technology (TT)
    Room: 324
    Intended Audience: Advanced
    Sponsor: J.P. Morgan

    2021 LIBOR Deadline: Are You Ready to Transition?
    Session Track: Fraud and Compliance (FC)
    Room: 325
    Intended Audience: Advanced
    Sponsor: Accenture

    Key Barriers to RTP Adoption and How to Overcome Them
    Session Track: Banker Topics (BT)
    Room: 326
    Intended Audience: Intermediate
    Sponsor: KeyBank

    Is Treasury Falling Behind the Fintech Curve?
    Session Track: Treasury Technology (TT)
    Room: 327
    Intended Audience: Intermediate

    CTP Course 8: Advanced CTP Math
    Session Track: CTP Preparation (CTP)
    Room: 201
    Intended Audience: Beginner

    Harvesting the US-Euro Interest Rate Differential
    Session Track: Risk Management (RM)
    Room: 202
    Intended Audience: Intermediate

    Smart Treasury – Using Technology to Transform Your Operations
    Session Track: Treasury Technology (TT)
    Room: 203
    Intended Audience: Advanced

    Embracing Great Talent: How Honoring Intersectionality Empowers
    Session Track: Professional Development (PD)
    Room: 205
    Intended Audience: Beginner
    Sponsor: BMO

    Advanced Artificial Intelligence for Accounts Receivable
    Session Track: Treasury Technology (TT)
    Room: 206
    Intended Audience: Intermediate
    Sponsor: PNC

    Driving Smart Growth with ESG principles
    Session Track: Professional Development (PD)
    Room: 207
    Intended Audience: Intermediate
    Sponsor: Bank of America

    APIs: Plug and Play?
    Session Track: Treasury Technology (TT)
    Room: 324
    Intended Audience: Intermediate
    Sponsor: J.P. Morgan

    Robots in the House: Disrupting Treasury with RPA and Artificial Intelligence
    Session Track: Treasury Technology (TT)
    Room: 325
    Intended Audience: Intermediate

    Next-Generation Payments: Automating the Corporate Payments Supply Chain
    Session Track: Corporate Finance (CF)
    Room: 326
    Intended Audience: Intermediate

    FX Options for Corporate Treasury Teams
    Session Track: Risk Management (RM)
    Room: 327
    Intended Audience: Intermediate

    4:15 pm - 11:59 pm
    Exhibit Hall Dismantle
    9:00 am - 10:30 am
    Workshop #1

    Industry Round Table and Networking 
    Rooms: 205-207

    Power Influencing Skills 
    Room: 324

    Networking and Personal Branding to Achieve Success in Your Treasury Career
    Room: 325

    Leadership Training, Part 1
    Room: 326

    Professional Skills Training – Excel
    Room: 327

    Industry Round Table and Networking 
    Rooms: 205-207

    B2B Sales Training
    Room: 324

    Treasury Career Corner Live in Chicago!
    Room: 325

    Leadership Training, Part 2
    Room: 326

    Professional Skills Training – PowerPoint
    Room: 327

    12:00 pm
    Conference Ends

    Registration and Housing

    Windy City Summit delivers the tools, technologies, ideas and strategies for your success! The conference contains more than 100 educational sessions – including case studies, panel discussions and expert presentations on a variety of financial topics, a keynote speaker, two luncheons with featured speakers, access to more than 60 vendors on one exhibit floor, networking opportunities with other treasury professionals and an optional tour of the Chicago Federal Reserve Money Museum fill out the two-and-a-half-day agenda.

    Daily Registration

    Choose the day that works best for you

    and get access to everything on the

    agenda for that day!

    Practitioner – $350

    Exhibitor/Sponsor – $350

    Financial Services Provider – $450

    Full Conference Registration

    Your full conference registration includes three days of great content including an opening keynote, access to our exhibit hall, two breakfasts, two lunches with fantastic speakers, and our welcome reception.

    Practitioner – $635

    Exhibitor/Sponsor – $635

    Financial Services Provider – $885

    Housing Information

    Headquarter Hotel:

    Hyatt Regency Chicago

    151 East Wacker,

    Chicago, IL, 60601

    (312) 565.1234

    .

    TESTIMONIALS

    Experience The Windy City Summit!

    The large selection of various presentations in each session was outstanding. I had a good “problem” of having to choose from a few different speakers/topics each session.
    Tucker G
    The highlight of the conference was meeting other Treasury professionals, meeting our vendors in a more casual setting in the evenings, and being in Chicago.
    Heather R.
    I really enjoyed all three keynote speakers, but the highlight for me was meeting people from various industries and learning from them how they manage their treasury departments.

    Kelly L.

    Early Discounted Rates Available

    REGISTER TODAY and SAVE

    2020 Platinum Sponsors

    Windy City Summit Sponsor

    2020 Gold Sponsors

    Bank of America

    2020 Silver Sponsors

    Accenture
    An industry expert for business and Institutions
    Windy City Summit Silver Sponsor
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