How to Make Technology Work for You in the Treasury Office
Recorded On: 06/22/2020
There are myriad ways in which governments can embrace technology solutions in the treasury office to better facilitate receivable and payable functions. These include integrating treasury data and procedures into government-wide ERP systems, facilitating cash and check handling in a more streamlined and anti-fraud manner, and accepting customer payments using new technology platforms. Embracing technology solutions can also enhance processes when physical operations are limited as staff works remotely. Finance officers should be aware of solutions that can assist with the processing of treasuring functions, know about technology solutions that can assist with preventing fraud, and what may be on the horizon that could be of value to your government’s treasury operations.
Debt Manager, City of Phoenix
Andrew is currently the Debt Manager for the City of Phoenix. Prior to joining the City of Phoenix on March 30, 2020, Andrew spent over 4 years with St Louis County in Missouri as the County Treasurer. In that role, he was part of the debt issuance team working with financial advisors and rating agencies, responsible for daily investment responsibilities for a $650 million investment portfolio, and treasury operations for the entire organization. Prior to joining St Louis County, Andrew spent 5 years with the Hamilton County Treasurer’s Office in Cincinnati, Ohio as the Investment Officer. He has a bachelor’s degree from Miami University and an MBA in finance from Xavier University. He holds the Certified Treasury Professional (CTP) from the Association of Financial Professionals and is pursuing his Chartered Financial Analyst (CFA) designation as a level 2 candidate. He has spoken at many local and national events on treasury management and investments.
Finance & Central Services Division Manager, Anoka County
Cory Kampf, CPA (inactive) is the Finance & Central Services Division Manager for Anoka County, Prior to Anoka County, Cory served as the Finance Director for the City of Brooklyn Park and as the Finance Director for the City of Robbinsdale. Cory has an Accounting and Computer Science Degree from Bemidji State University. Cory currently serves as Vice Chair on the Treasury and Investment Management Committee for GFOA and is a Past President for MNGFOA.
Treasury Management Division Manager for U.S. Government Banking and Canada , Wells Fargo Bank
A 9-year veteran with Wells Fargo, Nicole Epp is the Division Manager for U.S Government Banking and Canadian Treasury Management segments. She also leads Wells Fargo’s Early Talent Management program, developing future generations of Treasury Management specialists for the organization. During her tenure at Wells Fargo, she has led Treasury Management Sales Consultant teams for International Treasury Management and for Commercial Banking in the Mid-Atlantic region. She came to Wells Fargo having over 15 years of experience in various segments with Capital One Bank and M&T Bank.
Nicole is passionate about people and helping out in her community, volunteering with many organizations including the Boy Scouts of America, Paul’s Place, Maryland Mentors, and Catholic Charities where she has served as the coach for Wells Fargo’s dragon boat team for their primary fundraiser in the Maryland area. She is also actively engaged with several women in leadership networks within Wells Fargo and serves on the committee for the My Generation Network helping to facilitate reverse mentoring within the organization.
Nicole has an M.F.A from the University of Calgary in Alberta, Canada and she currently resides in Essex, MD with her husband, two children, and her Blood Hound.