Please join us for our upcoming meeting on Thursday, September 10th at Nissan’s Americas Headquarters in Franklin, TN located at 1 Nissan Way, Franklin, TN 37067
Continuing Education Details:
Free for Members and Guest registration $40
Speaker: Jeff Ferguson, Axletree Solutions and Therese Morgan, PNC Bank
Learning Objectives: This session will provide a practical overview of ISO 20022, explain its importance to corporate treasury and finance teams, highlight upcoming changes, and share real-world lessons from organizations that have successfully migrated.
By the end of this session, participants will:
- Understand why the financial industry is transitioning to ISO 20022.
- Recognize the business value and opportunities created by richer payment data.
- Understand what is changing and how it may impact corporate payment processes.
- Hear practical insights and lessons learned from organizations that have completed migration.
- Identify key considerations and next steps to support their organization's readiness.
Credit Hours: CTP/CCM: 1.0 | CPE 1.0
Program Delivery Method: Group-live
Prerequisites: None
Advanced Preparation: None
Speaker Bio:
Jeff Ferguson is a Managing Director, Sales at Axletree Solutions, a premier financial technology solutions provider. Prior to Axletree, Jeff spent 40 years in banking specializing in International Treasury Management Sales and Relationship Management at HSBC, ABN Amro, PNC Bank, and Comerica Bank. Over the years, Jeff has successfully covered clients in all segments from small business to Fortune 100 companies.
Jeff has been a frequent speaker at regional AFP conferences as well as the national AFP conference. His topics have been of a wide variety; Global Banking, Working Capital Optimization, Pre-Validation, Financial Messaging, Relationship Banking, and Treasury Workstation Migration.
Jeff holds an MBA in Finance from Saginaw Valley State University and a BS in Management Degree from Ferris State University. Professional accreditations include CTP certification since 1995 and a Certificate in International Cash Management (Cert ICM) from the Association of Corporate Treasurers (ACT) in the United Kingdom in 2006.
Therese Morgan has 28 years of cash management experience in operations, product management, implementation, consulting and sales. She currently serves as a Canada TMO at PNC, where she has worked for the past five years, including time on the International Advisory team. Therese has been a SWIFT for Corporates specialist since 2017 and is passionate about helping organizations navigate global treasury solutions.
Association for Financial Professionals – Nashville
MSC 410810
P O Box 415000
Nashville, TN 37241-0810
National Registry of CPE Sponsors ID Number: 105894
Association for Financial Professionals - Nashville is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Photography Disclosure: Upon registering for the event, you are providing AFP-Nashville the irrevocable right to use your photograph for AFP - Nashville advertising, trade and promotion.