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April 2-4, the Alliance of Texas Treasury Associations (ATTA) hosts Texpo 2017, Your Roadmap to Success for a three-day conference in Austin. As an event sponsor, Amegy Bank® will exhibit our latest suite of products to Treasury Management professionals attending the conference. Stop by booth #604 to visit with Amegy's Treasury Management Officers. We also have three of our own Amegy® bankers presenting this year: Mary Murray, Ana Chandler and Julie Fairbanks.
Amegy is well known for kicking off the conference Sunday evening with our Annual Client Appreciation Party. We are planning a festive evening at the Bob Bullock State History Museum with dinner, dancing and more.
For information about our event, please contact suzy.frazier@amegybank.com or vivian.heard@amegybank.com.
For information regarding the conference, please go to www.texpoconference.org.
Your purchasing, T&E and Fleet processes can be improved - all while maximizing rebates earned through the use of commercial cards. Learn how when you attend an Amegy Bank Commercial Card Conference in May.
Today’s card programs are not like your parents’ card programs where you were simply issued a piece of plastic for your wallet. Today’s programs include virtual cards that can be used just once or with just one vendor, along with end to end procure to pay processes which greatly reduce the cost of purchasing.
At our conferences, our card team will lead a panel discussion with representatives from companies that are maximizing their card programs through best practices. Maximization is not just about monthly spend and rebates, but also about using available technologies that help to mitigate fraud while simplifying and automating purchasing processes, expense processes and accounting. In addition, our team will demonstrate our expense management, administrative management and purchasing systems. Finally, our team of specialists will discuss card trends and future enhancements. And of course, lunch will be included.
Please save the date and make plans to join us in Houston on May 16th, in San Antonio on May 17th or in Dallas on May 18th.
Reach out to your Treasury Management Officer if you are interested in attending.
To attract and keep good talent, it may be time for a 401k check-up! Amegy’s Retirement Services Team, as a part of Zions Bancorporation, N.A., is ready to perform an in-depth analysis of how your plan compares to 401k plans in your industry.
The focus on financial wellness of the plan participant is a major component for helping your employees become retirement ready over their working lives. Financial wellness helps employees take care of both their short-term and long-term financial needs while saving for mid-term and long-term goals. A deeper, holistic look at financial planning includes:
There is talk in Washington about 401k fiduciary obligations. President Trump signed an executive order on February 3rd ordering the Department of Labor (DOL) to undertake an economic and legal review of the pending fiduciary rule likely delaying its implementation beyond April 10th, but our Amegy team is ready regardless of the direction the government takes on this very important issue.
Fiduciary / Conflict of Interest Rule
On April 6, 2016, the Department of Labor published new regulations for advisors working with retirement plans and IRAs. This new fiduciary standard compels the advisor to “act in the best interest of the client.” The Final Rule considers a person or entity a fiduciary if he or she provides investment advice for a fee to an employee benefit plan or its participants.
New rule forces conversion to fiduciary status
Takeaways for plan sponsors
Amegy's Retirement Services has the service model to help.
Amegy Bank’s new RSA SecurID® electronic token is a virtual security token that can be accessed from your Apple or Android mobile device. The electronic token provides the same industry leading, time-based algorithm as the physical RSA SecurID® token. An electronic token eliminates the need to carry around a physical token.
“The electronic token is so easy to use! The install was very simple and only took about two minutes. I could really tell Amegy had security in mind when they moved to the electronic token.”
- Isken Ward, Kalsi Engineering Inc.
“I love that I don’t have to keep up with my token. Several months ago my computer bag was stolen. The physical token was in the computer bag, and the loss of my token made it difficult to access my bank accounts until I received a replacement. The electronic token gives me the access I need anywhere through my phone.”
- John Boriack, Veritas Equity Management
To learn more, contact your Treasury Management Officer or Client Services Representative.
Is that email requesting payment really from the CEO?
Did that vendor actually change banks?
Did that account number change – for real?
I don’t remember their phone number having that area code!
Do not be a victim of business email compromise!
Companies are facing multiple, complex threats to email security. Hacked emails, fraudulent invoices, and payment instructions from impersonators of company executives are growing at an alarming rate. Vigilance against fraudsters, masqueraders, and cyber criminals is your best defense for the safety of your payments.
To help you recognize and mitigate email security threats, Amegy Bank Treasury Management encourages you to watch the below video. We hope you will view this informational video and be encouraged to review your policies and procedures around payment safety. Performing a call back using a phone number on record (regardless of who appears to be sending the payment instructions) is vital to safeguarding your company’s funds.