Spring Half-Day Conference & Annual Meeting

Date May 24, 2023 12:00 pm - 6:00 pm
Sponsor Wells Fargo
Location Locust Hill Country Club

  • Registration and Lunch: 12pm-1pm EST
  • Annual Meeting: 12:45pm - 1pm EST
  • Session # 1: 1pm - 2pm EST
    • Speaker: Christi Lloveras, Treasury Management Solution Architect – Wells Fargo Bank, N.A
    • Topic: Accelerating Receivables by Leveraging Technology
    • Session DescriptionNow, more than ever, operating your receivables in a virtual environment is key to combating disruptors and keeping your business running efficiently. Join us to discuss how organizations, like yours, are leveraging technology to adapt in this environment and meet the demands of their customers. You’ll learn about current trends impacting receivables, receivables optimization and how new technology is revolutionizing cash application. Our receivables specialists will be on hand to offer insights and help you think of ways to shift from disruption to opportunity.
  • Session # 2: 2:15pm - 3:15pm EST
    • Speaker: Brian Arnold, Director, Wells Fargo Global Receivables and Trade
    • Topic: Trapped! Releasing Working Capital Ensnared in Your Procurement to Sales Cycle
    • Session Description: While some semblance of normalcy may have begun to return to their supply chains, many corporates are seeing increased challenges to their ability to convert inventory to sales poised by inflation, quantitative tightening, and the uncertain global economic picture.  As a result, corporate and middle market companies are seeking lower cost ideas on how they can release working capital trapped in their Trade payables and receivables. This session will explore the cash conversion cycle and explain how even a single day improvement in Days Payable or Days Sales Outstanding can help unlock free cash flow and improve financial metrics and profitability. Several techniques available at different stages of the procurement to sales cycle will be highlighted. 
  • Session # 3: 3:30pm - 4:30pm EST
    • Speaker: Tim Quinlan – Managing Director and Senior Economist – Wells Fargo & Company
    • Topic: Outlook for the Economy: U.S. Growth Forecast and Global Activity
    • Session Description: Economic Update                                                                                                         
  • Reception: 4:30pm - 6pm EST