2016 Windy City Summit Program Book
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30TH ANNUAL WINDY CITY SUMMIT® NAVY PIER CONVENTION CENTER · CHICAGO, ILLINOIS MAY 25-27, 2016 EXPAND YOUR KNOWLEDGE. BUILD RELATIONSHIPS. GROW YOUR BUSINESS FINAL PROGRAM Presented by the Treasury Management Association of Chicago® *”Windy City Summit”, “TMAC”, “Treasury Management Association of Chicago”, and the TMAC Logo are all registered trade or service marks of the Treasury Management Association of Chicago. Expand your connections on these social media sites! Search Windy City Summit. PLATINUM SPONSOR GOLD SPONSORS SILVER SPONSORS 160100-CTM Windy City 2016 TredrocTire_B&W_8.5x11_FO.pdf 1 3/25/2016 1:45:22 PM PROUD GOLDVISIT SPONSOR US AT BOOTH # 401 GAINED TRACTION AND MOMENTUM When this tire solutions company wanted to realign their business, they needed a partner to help them navigate through the financial terrain. First Midwest Bank did just that with the expertise and local resources that put Tredroc on track to double their business in the last seven years. That’s banking with momentum. Want some? Call a First Midwest Banker today. COMMERCIAL WEALTH MANAGEMENT CONSUMER FirstMidwest.Commercial/Stories 877.505.2265 CIB Windy City Ad_8.5x11_k_261203_Final.indd 1 3/24/16 2:36 PM 85859_KeyBank_ECPAdResizes_BWPrint / trim: 8.5” x 11”, live: 7.5” x 10”, plus .25” bleed / 300dpi / B&W Ideas That Fuel Your Bottom Line When you do business with KeyBank Enterprise Commercial Payments, you realize the power of a dedicated team of experts focused on helping you run your business better every day. We’re leading the way with innovative industry-speci c solutions that will help you accelerate receivables, manage payables and streamline information management. It’s a progressive way to manage your company, so you can move forward with con dence. Learn more about our approach to Payments at key.com/ecp. Banking products and services are offered by KeyBank National Association. All credit products subject to credit approval. Key.com is a federally registered service mark of KeyCorp. ©2016 KeyCorp. KeyBank is Member FDIC. E85859 160317-55830 85859_KeyBank_ECPAdResizes_BWPrint.indd 1 3/23/16 4:42 PM 85859_KeyBank_ECPAdResizes_BWPrint / trim: 8.5” x 11”, live: 7.5” x 10”, plus .25” bleed / 300dpi / B&W TABLE OF CONTENTS Welcome Letter 7 TMAC Board of Directors/2016 Windy City Summit Committee 7 General Information 9-11 Recertification Credits/Exhibit Floor Information/Tours 11 Educational Session Information 13 Conference Agenda 15 Conference Schedule at a Glance 16–23 Ideas That Mobile App 20–21 Session Descriptions 26–61 Fuel Your Tuesday 26 Wednesday 26 Bottom Line Thursday 39 When you do business with KeyBank Friday 54 Enterprise Commercial Payments, you Exhibit Hall Floor Plan and Exhibitors 62–63 realize the power of a dedicated team of Premier Sponsor Information 64–66 experts focused on helping you run your business better every day. We’re leading Exhibitor Information 67–71 the way with innovative industry-speci c Session Rooms Floor Plan 72 solutions that will help you accelerate Notes 73-74 receivables, manage payables and streamline information management. It’s a progressive way to manage your 2016 WINDY CITY SUMMIT PREMIER SPONSORS We would like to thank our premier sponsors for their support. company, so you can move forward with con dence. PLATINUM SPONSOR GOLD SPONSORS Learn more about our approach to Payments SILVER SPONSORS at key.com/ecp. Banking products and services are offered by KeyBank National Association. All credit products subject to credit approval. Key.com is a federally registered service mark of KeyCorp. ©2016 KeyCorp. KeyBank is Member FDIC. E85859 160317-55830 *“WINDY CITY SUMMIT”, “TMAC”, “TREASURY MANAGEMENT ASSOCIATION OF CHICAGO”, AND THE TMAC LOGO ARE ALL REGISTERED TRADE OR SERVICE MARKS OF THE TREASURY MANAGEMENT ASSOCIATION OF CHICAGO. 5 85859_KeyBank_ECPAdResizes_BWPrint.indd 1 3/23/16 4:42 PM WELCOME TO THE 30TH ANNUAL WINDY CITY SUMMIT On behalf of the Treasury Management Association of Chicago and the Windy City Summit organizers, we would like to welcome you to the 30th Annual Windy City Summit. 30 years ago, the predecessor to WCS (called Confab) used only TMAC members as speakers, had no exhibitors and the event cost a mere $25. In contrast, this year’s conference has 135 educational sessions, a keynote speaker, two featured speakers and 80 exhibitors. My, how far we have come! Navy Pier, celebrating its centennial this year, has proven to be a great venue and this year will be no exception. Our theme this year is Expand Your Knowledge, Build Relationships, Grow Your Business. To Expand Your Knowledge, you will learn from our 135 educational opportunities while earning credits to renew your CTP/CCM, FP&A, AAP and CPE credentials. To aid you to Build Relationships, this year’s Windy City Summit offers you the opportunity to network with more than 1,300 treasury, cash management and financial professionals from across the country. You can make new connections with your colleagues and convey your needs to our 80 exhibitors. At this year’s conference you will be given the tools, technologies, ideas and strategies you need to improve and Grow Your Business and to ensure your personal success. This year, the Windy City Summit is pleased to welcome three distinguished speakers to our program. Opening Keynote Speaker Deborah Roberts, Correspondent for ABC News’ 20/20 will certainly provide an informative kickoff for our conference. The featured speaker for Wednesday’s lunch is Roger Cressey, NBC Counter-terrorism Analyst & Former Presidential Advisor. Speaking at Thursday’s luncheon is Kevin Lacz, Former Navy SEAL and Co- Star of American Sniper. This meeting would not be possible without our dedicated sponsors and exhibitors who support the Windy City Summit each year. I encourage you to make time to network and connect with these industry leading companies on the exhibit floor. Additionally, I would like to thank our TMAC Windy City Summit Co-Chairs, Angelyn Pennington and Gary Silha, for their time and efforts to make this the outstanding conference it is. I look forward to seeing you all throughout the conference and hope you will make the most of this opportunity to expand your knowledge, build relationships and grow your business! Please mark your calendars to join us for the 31st Annual Windy City Summit Tuesday, May 23–Thursday, May 25, 2017. Julie Qualiato President Treasury Management Association of Chicago (TMAC) 2015 – 2016 TMAC BOARD OF DIRECTORS President: Julie Qualiato, Health Care Service Corporation Vice-President: Tricia Kelly, McDonald’s Corporation Secretary: Sunil Patel, Career Builder Treasurer: Kelly Ragonese, Boler Co. Scholarship Chair: Susan Donatello, Donlen Corporation Meeting Site Co-Chairs: Mandy Campbell, Mead Johnson Nutrition Cathy McGarry, Cadence Health Membership Chair: Maria Preston, BP GBS Americas Policy Chair: Robert D. Gosma, RR Donnelley and Sons Program Co-Chairs: Kim Drennan, BP GBS Americas Frank Hashimoto, Elkay Manufacturing Company Website Chair: Jim Portalatin, Akorn Pharmaceuticals 2016 WINDY CITY SUMMIT COMMITTEE Windy City Summit Co-Chairs: Angelyn Pennington, Guggenheim Partners, LLC Gary Silha, Tenneco Inc. Program Chair: Gary Haman, Easter Seals Program Committee: Russ Augsburg, RPA Consulting Tom Digan, Bowsprit Financial Corp. Kas Henry, KasHenry, Inc. Jeremy Simon, Hub International Michael Thorsen, Tek Systems Facilitator Coordinator: Norman Goldstein, Gold International, Inc. *“WINDY CITY SUMMIT”, “TMAC”, “TREASURY MANAGEMENT ASSOCIATION OF CHICAGO”, AND THE TMAC LOGO ARE ALL REGISTERED TRADE OR SERVICE MARKS OF THE TREASURY MANAGEMENT ASSOCIATION OF CHICAGO. 7 Helping you see global markets as more familiar than foreign. That’s the power of a local neighbor, connecting you with over 200 countries, multiple time zones and 140 currencies worldwide. baml.com/yourcorner “ Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed. ©2016 Bank of America Corporation. AR7K4RK6 01-16-8520.G GENERAL INFORMATION REGISTRATION SPONSORED BY EVALUATION FORMS SPONSORED BY Participation in the 30th Annual Windy City Summit is limited to Session evaluation forms will be distributed at the end of each registered attendees. An official name badge is required for educational session. Please complete these forms and turn them admittance to all sessions, activities and the exhibit hall. in to the session facilitator at the end of each session. After the Registered attendees, speakers and exhibitors are required to pick conference, you will receive an electronic overall evaluation survey. up their name badges onsite at the Registration Desk. Badge Please take a few moments to fill out the form. The Windy City sharing is prohibited. Summit needs your input to make next year’s conference even better. The Registration Desk will be located in Terrace B at the Navy Pier Convention Center and will be open as follows: MEETING ROOMS Tuesday, May 24, 2016 – Exhibitor Registration 8:00 a.m. – 6:00 p.m All educational sessions are held at the Navy Pier Convention (Attendee and Speaker Registration 1:00 p.m. – 6:00 p.m.) Center in the 200 and 300 series meeting rooms.