Full Schedule
Thursday, September 17th
9:00 am – 4:00 pm
All times listed are Central Time (CT). Schedule subject to change.
Sessions have been designed to offer continuing education credits for CPE, CTP and FP&A programs. Attendees can earn up to 7 CTP & 3 FPAC plus 7 CPE credits if they attend all sessions. Programs are approved by the Alabama State Board of Public Accountancy and the Association for Financial Professionals.
8:00 a.m. to 9:00 a.m.Registration & Breakfast |
9:00 a.m. to 9:05 a.m.
Opening Remarks & Logistics
Alex Keene, Alabama AFP President
9:05 a.m. to 9:10 a.m.
Allison Eden, Synovus Bank
9:10 a.m. to 10:00 a.m.
Tara Edmonds, Senior Vice President & Enterprise Payments Strategy Leader, SouthState Bank
The future of payments and deposits is evolving quickly. Tara Edmonds provides a high‑level, easy‑to‑understand overview of stablecoins and tokenized deposits, cutting through the complexity to focus on transactional implications for both corporates and bankers. This session equips attendees with the knowledge they need to evaluate these technologies and identify practical opportunities ahead.
10:00 a.m. to 10:50 a.m.
Caleb Callahan, Sr Director of Fraud & Financial Crime Unit, Synovus Bank
Enrique Fernandez, Director of Fraud & Financial Crime Unit, Synovus Bank
Many professionals feel confident they could spot payment fraud quickly, but today’s schemes are designed to blend in. Learn the tactics scammers use and help protect your company. Caleb Callahan and Enrique Fernandez will delineate the use of AI in fraud and other emerging trends, explain the current scams and outline how to build resiliency for when fraud occurs.
10:50 a.m. to 11:00 a.m.
11:00 a.m. to 11:50 a.m.
Christopher Ruscitti, Senior Vice President & Solutions Advisor Manager, PNC Bank
Jacqueline Roeback, Assistant Vice President & Solution Advisor, PNC Bank
As organizations scale, treasury and finance teams face increasing complexity in cash management, reporting, and decision-making—often while managing multiple systems and rising expectations to operate more strategically. Embedded finance and modern banking integrations offer a practical path forward by bringing banking capabilities directly into the platforms finance teams already use.
In this session, PNC bank experts will explore how embedded finance solutions can streamline treasury management workflows by integrating payments, cash positioning, and account services directly into ERPs and accounting systems. Drawing on client experiences and real-world use cases, PNC will highlight how these integrations reduce manual processes, improve visibility, and support more effective working capital decisions.
The discussion will also examine today’s top CFO and treasury priorities and how financial institutions can support corporate digital transformation by extending banking services beyond traditional channels. Attendees will gain insight into what is possible when modern connectivity and banking innovation are applied to some of the most persistent challenges in treasury operations.
Participants will leave with a practical understanding of how embedded finance can improve efficiency, control, and strategic decision-making within treasury organizations.
11:50 a.m. to 11:55 a.m.
Drawing for $100 Amazon Gift Card
Must submit topic and/or speaker idea(s) for future events to qualify for drawing.
11:55 a.m. to 1:00 p.m.
12:10 p.m. to 1:00 p.m.
Predicting the unpredictable: Rail aware forecasting with trusted agentic intelligence
Bob Stark, Global Head of Market Strategy, Kyriba Precision under pressure requires forecasts that are real time, rail aware, and auditable. Learn how to fuse bank, ERP, and on chain signals with Trusted Agentic Intelligence to shift from periodic projections to continuous liquidity nowcasting. We’ll show guardrailed AI that explains drivers, anticipates FX and stablecoin basis risk, and auto generates scenarios across cash, working capital, and on/off ramp flows. Leave with operating models, controls, and KPIs that boost accuracy, compress cycles, and reduce model risk without sacrificing governance. |
1:00 p.m. to 1:50 p.m.
Jason Owen, Director of Business Development, Tradeweb (formerly Institutional Cash Distributors [ICD])
A combination of ongoing market volatility, uncertain geopolitical dynamics, shifting rate expectations, and rapidly evolving technology are all actively reshaping how treasury teams manage cash, liquidity, and short-term investments. This session will highlight the latest developments along each of these fronts and explore how modern professionals are adapting and responding.
1:50 p.m. to 2:00 p.m.
2:00 p.m. to 2:50 p.m.
Craig Jeffery, Managing Partner, Strategic Treasurer
This session will explore our understanding some of the key terms and methods of communication in organizations and within Finance. The same words are used with different meaning and context: Cash, Working Capital, Liquidity, Debit/Credit, etc.
2:50 p.m. to 3:00 p.m.
3:00 p.m. to 3:50 p.m.
Sirus Tahmaseb, Payments Consultant, Fifth Third Bank
Today's technology will be more disruptive and transformative than anything we’ve seen in our careers. The future of banking is not only for business processes, but for our customers and employees. AI is a transformational journey that’s touching every part of how we work. All banks agree on the same foundational pillars of our approach: AI for the employee, AI for engineering, AI for business processes, and AI for the customer. This session will explore this AI in Finance plus offer perspective on what corporates and bankers should do to maximize its benefits.
3:50 p.m. to 4:00 p.m.
Closing Remarks
Alex Keene, Alabama AFP President