March Afternoon Meeting - 2 CTP credits

  • 13 Mar 2014
  • 3:30 PM - 6:00 PM
  • Hilton Garden Inn, Southfield


Registration is closed
Treasury Management Assoc.
The next meeting of the DTMA 
THURSDAY, March 13, 2014

  Afternoon Meeting
3:30 PM - 6:00 PM
2 CTP Credits

Location:  Hilton Garden Inn,
Meeting Location Map

March Meeting is sponsored by
DTMA Platinum Sponsor
PNC Bank

Sessions and Speakers

Session Title:  Can You Hear Me Now?   Improving Bank Connectivity - What Are My Options?
Speakers:  Cari Anderson, PNC Bank, SWIFT Product Manager
                   Louis-Etienne Berube, Regional Sales Manager at SWIFT

Session Description:  Corporates now have more communication options available than ever before.  Attendees will learn of the various options available to them including a discussion on manual vs. automated information and payment delivery options.

Session Title:  Health Savings Accounts:  Evolutionary or Revolutionary ... and Why You Should Care
Speakers:  Jim Gandolfo, PNC Bank Treasury Consulting Group
                   Alex Doberstine, Employee Benefits Producer, Brown & Brown Insurance

Session Description:  HSAs have begun to emerge from the shadows of investment options but remain misunderstood and underutilized.  Attendees will hear about their legislative history from one of its writers; followed by a provocative discourse from two different perspectives: an insurance company and a bank.


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