Treasury for the Non-Treasurer Track Offered at Windy City Summit

Not a treasurer, but responsible for treasury? Not a problem! Whether you’re looking to change careers or just want to broaden your knowledge, Windy City Summit offers sessions targeting all finance professionals. Are you missing out on some simple, but neat things that treasurers do?

Treasury and Risk Management Fundamentals

Learn the fundamentals of treasury and risk management (T&R) and improve your relationship with T&R colleagues, plus learn the latest trends across T&R to inform your understanding of the market and learn what other companies are doing. Who knows—your expertise outside the treasury space may lead to operational improvements across the organization.

If that sounds too aspirational, don’t worry. The Windy City Summit also shares benchmark treasury and risk management standards plus standards for vendor relationships so you can improve your banker and broker interactions and ensure you’re asking the right questions and understanding the answers. Basic knowledge may be all you need to establish common ground and turn those relationships from a constant struggle to an overwhelming success.

Treasury for the Non-Treasurer Track

The best part? The Treasury for the Non-Treasurer track all takes place on Day 1 of the Windy City Summit! Here are the sessions you’ll want to attend on Tuesday, May 17:

  • Session 1: Maximize your Banking Relationship and Credit Facilities
  • Session 2: Paying the Piper & Keeping it Simple
  • Session 3: The Bottom Line Impacts of A/R Optimization
  • Session 4: Lights, Camera, Action! 3 Easy Steps to Boost Fraud Defense
  • Session 5: Commercial Insurance for the Non-Insurance Professional – Reducing Premiums and Risk

Download Session Descriptions for Non-Treasurer Track

Register for a single-day pass to learn the basics or attend all three days to start your journey to expertise. Either way, you’ll leave with new knowledge and a better understanding of treasury and risk management.


If you register for a single day and want to stay for the full conference, stop by the registration desk to upgrade your single day pass.


Go Out of Office

Written by: Laurel Egan Kenny, President, Turningpoint Communications

When there is too much to do, we are short-handed, and we are looking to cross items off of our ever-expanding lists as treasury leaders, it is difficult to even think about getting out of the office for an hour or two, never mind two and a half days.

“There is no time!” “Who will set the cash position?” “How will we approve wires?” “Who will sign for….”

But, getting out of the office for professional development purposes may be exactly what you need!

First, there are people who are performing very similar roles for other companies, all across the Chicago area and beyond, come together as part of TMAC monthly and for the Windy City Summit once a year. While companies may compete for market share, market position, sales, customers, treasurers and their teams are not “competing” with other treasury teams. Seek them out. Get to know them. Talk to them. Confide in them. Tell them about your struggles. Ask them about solutions. Ask them what worked, what failed?

Secondly, treasury solutions providers attend Windy City Summit. The best ones would be more than happy to have a discussion about your business challenges and discuss industry best practices and solutions. They are highly knowledgeable about industry trends and mandates. They may even provide demonstrations of how their products and services work. They may also connect you with current customers with similar situations to discuss how the product or service works in their environment.

Thirdly, work shouldn’t be ALL work! If you can escape for a few hours every month or even every other month or so, TMAC will set you up with a great meal, even better conversation, and a highly relevant topic and an engaging thought leader. If you can escape for a couple days each year, Windy City Summit provides a number of social opportunities from keynote lunches to cocktail receptions to exhibit hall breaks. Odds are, with 1200 treasury and finance professionals attending, you will find some new friends – or connect with “old” ones.

Fourthly, who better to present topics of interest to other treasury and finance professionals than you? TMAC – Chicago (monthly) and Windy City Summit (annually) are looking for experts just like you to lead discussions and contribute to panels to promote the treasury industry and take deep dives into topics of interest. Reach out to a TMAC – Chicago leader for more details.

Fifthly, (is this even a word?), you may be inspired to “step up” or take the next step to become part of the organization. TMAC (including our WCS team) is/are always in the market for active committee members who may one day step up into a director or officer position.

Last, but not least, you are in a great position to identify educational and networking opportunities for your team. As an active and engaged member of the TMAC community, you and your team will be notified of upcoming events by email – and of course, you can always find information on our website and via social media networks.

So, mark my word, it is worth it for you to mark your calendar to go Out of Office for the third Thursday of each month for TMAC-Chicago Meetings for treasury and finance practitioners – and 5/19/2020 to 5/21/2020 for the 34th Annual Windy City Summit. See you soon!

Advice for the Young Professional

Written By: Windy City Summit

As a young professional entering the field, have you defined your treasury focus area? Windy City Summit is here to help you explore and grow your treasury knowledge now and throughout your professional career in the treasury and finance industry.

This year’s Summit consists of over 100 educational sessions in 17 different treasury and finance session tracks. The knowledge these sessions offer will assist you in nurturing your career today and in forging your profession down the road. Windy City Summit speakers will present ideas on how to complete day to day tasks more efficiently and effectively and new ways to make your job easier. At no additional cost to you, these classes can be used toward the Certified Treasury Professional (CTP) and Financial Planning & Analysis (FP&A) accreditation. As someone just entering the industry, you won’t want to miss out on these opportunities.

Windy City Summit offers ample networking during luncheons, exhibit hall events, sessions and breaks. Utilize this time to create new connections and develop existing relationships. Connect with CEOs, CFOs, business leaders and peers in the industry while you bolster your LinkedIn and Twitter networks. These connections can assist in advancing your career.

The Windy City Summit is two and a half days of education and networking with industry peers that will help you define your treasury focus area.  Use your time at this event to maximize your potential, streamline your processes and strengthen partnerships to excel in treasury management.

Solidify Your Company’s Industry Presence

Written by: Windy City Summit

We still have a few exhibit booths available at the Windy City Summit, one of the largest treasury management conferences in the country.  Exhibiting at Windy City Summit opens a multitude of doors to expand your industry presence. As an exhibitor, you can showcase your company’s latest products, meet new customers, catch up with your existing clients, build your brand and showcase your company as a legitimate resource for treasury management solutions.

Collect leads onsite from attendees that could keep your team busy for months connecting with prospects and closing deals. Being on the Windy City Summit exhibit floor gives you direct access to attendees, many of whom are seeking solutions for issues they encounter on a regular basis. Add the Passport option to your booth! This will ensure that attendees will stop to get their Passport stamped which gives you the perfect opportunity to showcase your products.

Exhibiting at the Windy City Summit also allows you to get a pulse on the treasury management industry and see what your competitors are doing. Take the time to walk the exhibit hall floor to see what attendees are talking about and what products get the most attention.  This year we have added opportunities for exhibiting companies to present 25-minute educational sessions in the Learning Lounge and provide 10-minute technology tips showcasing your products in the Technology Lounge.  Make the most of your time at the Windy City Summit by adding these options to your booth as well.

We want you to be part of the excitement we have in store for 2019!  You can review our exhibit floor plan and purchase a booth online using this link. Reserve your booth today!

An Invitation from Robert Gosma

Written by: Robert Gosma, 2019 Windy City Summit Conference Chair

On behalf of the Treasury Management Association of Chicago (TMAC), I am honored to invite you to attend the 2019 Windy City Summit at the Navy Pier Convention Center in Chicago. Designed to be an exceptional networking and educational opportunity for all treasury professionals, this two-and-a-half-day meeting is one you do not want to miss.

This year our educational offerings include 100 breakout sessions in 17 different educational tracks. Whether you are an industry veteran or just starting your career, there are sessions available to help streamline your daily operations. We have added a Treasury Technology track this year and will offer presentations on topics including blockchain, digitization, biometric authentication, robotics processing (RPA), fintechs, artificial intelligence and more.  Additionally, we will offer shorter Learning Lounge sessions in the exhibit hall to increase your learning options and your ability to earn continuing education credits! Are you taking the CTP Exam this year? Attend our CTP Preparation courses at no extra charge. Three amazing featured speakers round out our educational component:  Chicago’s own personal finance guru, Terry Savage; Emmy Award winning journalist John Stossel; and original Saturday Night Live writer Alan Zweibel.

Networking opportunities are abundant at the Windy City Summit. We brought back our opening reception so you can connect with more than 1,200 of your peers on the first night of the meeting. We also offer an optional tour of the Money Museum, two lunches and two continental breakfasts in the exhibit hall. All these social events are great opportunities to catch up with friends and meet new colleagues.

Treasury professionals of all experience levels should plan to attend the Windy City Summit to maximize their potential, streamline processes and strengthen partnerships to excel in treasury management. I look forward to seeing you at the Navy Pier Convention Center in May!

Register here.


Rob Gosma, CTP, MBA

Vice President and Treasurer, Donnelly Financial Solutions

Treasurers to Focus on Interest Rates, Strategic Alignment in 2019

Kevin Kane | Manage Cash Flow | Jan 15, 2019

Despite the prevalence of fraud, many companies still have not taken advantage of the tools to manage that risk and exposure. According to a recent AFP survey on fraud, it showed that 78% of respondents either were impacted or had a fraud attempt in their business last year. And, that’s the highest it’s ever been. There are things you can do in terms of specific tools. Interest rates, shifting trade policies and stock market volatility are among the issues CFOs and treasurers will face in 2019 and beyond. He also discusses the importance of strategic alignment and cross-border opportunities.

To learn more, check out this video featuring Kevin Kane, Managing Director, U.S. Head of Commercial Banking, Treasury and Payment Solutions.


Treasurers to Focus on Interest Rates, Strategic Alignment in 2019