About the Conference

ANNUAL JOINT CONFERENCE

Each May, the North Carolina Treasury Management Association (NCTMA) and the South Carolina Association for Financial Professionals (SCAFP) hold a joint Treasury Management Conference. For the most recent years, the conference has been held at the Kingston Plantation in Myrtle Beach, SC.  The three day conference provides excellent networking and educational opportunities. 

The May 2018 conference marks the 34th Anniversary of our longstanding tradition. 

TWO EDUCATIONAL TRACKS TO CHOOSE FROM

Attendees can choose to participate in the series of general and concurrent sessions that are geared to a variety of topics relating to treasury management, or they can participate in the special CTP (Certified Treasury Professional) Exam Prep Track that is offered to individuals seeking the CTP certification. The CTP Exam Track is also beneficial to those attendees new to the treasury field.


·        CURRENT EVENTS TRACK

All general and concurrent sessions (Current Events Track) are open to all attendees and have no specific prerequisites to attend.  However, it is recommended that participants have a general knowledge of the subject matter being presented either through formal education and classes or work experience.  The sessions are formated in a group setting and are geared towards intermediate level learning.  In keeping with the "green initiative," paper handouts for each session will not be distributed but will be available for downloading from the website to your laptop or other mobile device.

·        CTP EXAM PREP TRACK

The CTP Exam Prep Track will follow a formal review course structure.  The topics will be presented in a format that mirrors the 3rd edition of “Essential of Treasury Management.”  Study outlines will be provided to facilitate note-taking and later review of the material. Practice questions also will be provided for post-conference review to measure comprehension.  Sample tests will be given to test your progress.


CCM/CTP/FP&A CREDITS

As a guide, the 2017 conference was approved for up to 15.2 CCM/CTP re-certification credits by the Association for Financial Professionals (AFP) and 10.4 FP&A re-certification credits by the Association for Financial Professionals.  This changes each year as the schedule must be reviewed and approved by AFP.  A form will be provided with the conference materials when checking in.


CPE CREDITS

Attendance at the conference sessions sponsored by the NCTMA and SCAFP has been eligible in past for CPE Credits.  The 2016 conference was eligible for up to 14 CPE credits but this changes each year.  The NCTMA and SCAFP are registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses.

 

Complaints regarding registered sponsors may be addressed to:

NASBA

150 Fourth Avenue North

Nashville, TN 37219-2417


A special code will be provided at the end of each current events sessions to allow for proper documentation of attendance.

 

TUESDAY NIGHT EVENT

Attendees enjoy themselves at the Tuesday Night Event, which includes a reception, dinner and interactive entertainment.

 

                                      

                                                                

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