Cash Management/Treasury Peer Group

Virtual Learning  
Wednesday, October 30, 2024 9:00 AM - 12:00 PM   iCalendar Central Standard Time

Virtual | October 30, 2024
9:00 a.m. - 12:00 p.m. CT

In an ever-evolving payment environment shaped by technological changes, competition, policy, and customer behavior, this forum provides a venue to share knowledge and engage in dialogue.


  • Network with fellow bankers, fostering professional connections and potential collaborations.
  • Find solutions to your most pressing problems.
  • Discuss with peers what works and what doesn’t.
  • Hear from experts in the industry on products, services, regulatory changes, and best practices.
  • Benefit from expert facilitation to ensure productive and meaningful discussions, guiding conversations towards actionable insights and outcomes.
  • Cover a wide range of relevant topics through a comprehensive agenda, ensuring participants gain insights into various aspects of treasury management.
  • And much more…

Possible Discussion Topics

  • Municipalities/Public Fund relationship management
  • Product Pricing
  • RDC/ACH approval processes
  • Fraud (check, electronic, and email)
  • International Solutions that will help fit our global economy
  • Utilization of Fed Now and pricing for this service
  • Positive pay
  • And much more…

Technology Requirements

  • Have Zoom virtual meeting access
  • Interact with facilitators and all participants in a live, virtual environment
  • Actively participate in live and chat discussions
  • Have complete, working computer microphone, camera, and speakers or phone access
  • Keep cameras on for the duration of the program


Karl Nelson is the Founder and CEO of KPN Consulting. His career has included senior positions with Silverton Bank, IDC Deposits, and Promontory Interfinancial Network. In addition, Karl served as an SVP with the Federal Home Loan Bank of Atlanta from 1991 through 2002, where he managed the sales and marketing, strategic planning, and trade association/regulatory outreach efforts and served on the bank’s ALCO. Before joining the Home Loan Bank, he was involved with various regional banks for eighteen years. Karl serves on the faculties of the Graduate School of Banking in Madison, Wisconsin, and Boulder, Colorado, the Graduate School of Bank Investments & Financial Management in Columbia, South Carolina, the Financial Managers School in Madison, as well as the faculties of the state banking schools in Florida and Tennessee. Karl was an organizing Director and former ALCO Chair for a de novo bank in North Carolina and consults regularly with community bank Boards and Management on business strategies.

Eric Nelson is the President of KPN Consulting. Eric has over 20 years of experience in the financial services industry. As president of the firm, he is directly responsible for client acquisition, association partnerships, and marketing. Before joining KPN Consulting, Eric served as CFO and Managing Partner of Greenbrier Properties, a commercial real estate company that developed, owned, and operated multifamily properties throughout the country from 2005 - 2009. His career has also included positions at Wachovia Bank, Henssler Financial Group, and Ameriprise Financial, and he has held Series 7, Series 66, and Insurance Licenses. Eric received his BA in Finance with a minor in Marketing from the Terry College of Business – University of Georgia.

Cash Management Officers, Treasury Managers, Payment Services Managers, Commercial Bankers, Relationship Managers, Risk Managers, Payments Specialists, Operations Managers, etc.

Fee Per Person (Members Only)
Individual Session $200

Substitutions Permissible

Virtual Learning