2020 VIRTUAL DESERT SUMMIT SCHEDULE- NOVEMBER 17, 2020 9 a.m.-3:00 p.m.


9:00-9:10 am

Welcome and Opening Comments- Plus Virtual Tips for the Day

9:10- 10:10 am

Opening Keynote – Motivational/Fraud – Liar Liar Pants on Fire!  by Traci Brown, CSP and fraud-busting body-language expert.

10:10-10:20 am

Get up and move break

10:20 -11:10 am

Featured Session – Economic Update from Tim Quinlan, Managing Director & Senior Economist- Wells Fargo Securities.

11:10-11:20 am

Get up and grab your lunch or break

11:20 am-12:10 pm

Educational Session #1 - Powering New Experiences with APIs from Bob May, Vice President, Digital Products Team Manager- PNC Bank AND Eric Wade, Vice President- PayChex

12:10-12:20 pm

Get up and move break

12:20-1:10 pm

Educational Session #2 –Cash Investment Themes in Uncertain Times -Panel Discussion from Brian Buck, Executive Director, Morgan Stanley Investment Management; David Hurst, Treasurer, Plexus Worldwide AND Gregory Hamilton, CTP, Treasurer, Bechtel Corporation

1:10-2:00 pm

Educational Session #3 – Discover Your Leadership Voice and Its Impact on the Bottomline from Brandon Towle, Yielded Consulting Services

Bottomline = Employee Engagement + Customer Service

2:00-2:05 pm

Get up and move break

2:05-2:55 pm

Educational Session #4 – Business Intelligence: Savior or Scourge? from Yasamin Sadrian, Senior Solution Engineer -Kyriba

2:55-3:00 pm

Closing Comments & Prize Give Aways!

2020 Executive Message

Hello AFPA Friends!  It’s my pleasure to reach out to each of you as AFPA Secretary and Desert Summit Chair – My name is Sue Kubis.   I’m a long-time member of MN AFP and have held several board positions and was their Conference Chair for many years.  I have also been a member here of AFPA going back to 2007 serving in similar capacities as board Secretary and Desert Summit Chair.  I welcome you to knock me off my throne!

I’ve been in Treasury Management for longer than I’d like to admit out loud but am very passionate about what I do and being involved in local AFP chapters where I’ve called home. 

Why AFPA?  Learn fundamental, day-to-day needs of treasury, investment management, finance and financial services industry through an array of topics and forums designed to meet the needs of finance professionals with all experience levels.  Presentations range from core issues and updates on recent developments in treasury and finance to debates on current issues.  All events focus on practical application and are designed by a panel of Association members with a variety of skills and backgrounds in these fields.

  • Keep relevant and expand your industry knowledge! 
  • Earn education credits for AFPs CTP/CCM/FP&A programs which are NASBA compliant. 
  • Networking and collaborating with colleagues – well, virtually in our shiny, new COVID world. 
  • Access career opportunities  - need I say more?
  • No charge monthly meetings with your FULL membership and discounted Desert Summit pricing!
  • Become a Board Member and receive additional CTP credit!!

If you’re wondering about our annual Desert Summit, have no fear our virtual event is near!   Like other associations we too will host a virtual event on November 17, 2020 so mark your calendars!  Get ready for some timely hot topics, kick back in your favorite chair and tune in.  We will be sending out an official e-announcement soon as well as Call for Presentations and Call for Sponsors.  Virtual Volunteers are welcome to reach out to myself and/or Kim Lott – we’d love to hear from you and help us create a vitalizing virtual event.  Experience the fun first hand behind the scenes and screens!

I also want to thank each one of you supporting AFPA through your membership and attending monthly meetings, whether in person or virtually from our home offices, as well as attending our annual Desert Summit conference.  Your AFPA membership continues to bring relevant and timely topics with engaging speakers to you through all venues – virtual or in person – through monthly meetings, networking events and our annual conference.  We can’t do this without your support!  So THANK YOU!

I look forward to seeing you all very soon, fingers crossed!

Sue Kubis

Board Secretary


Upcoming events


Tuesday, November 17, 2020

VIRTUAL event- 2020 Desert Summit Event

Sponsorships: $250-$500-$750

Attendee Cost: $200 member rate, $300 non-member rate! 

We need committee volunteers!! Write to us at contact@afparizona.org to get involved. 

Thanks to our Gold Sponsors:




Wednesday, December 16, 2020

LIVE Holiday Happy Hour 4:00-6:00 p.m.

Location TBD

The Association for Financial Professionals of Arizona (AFPA) is a group of Treasury Professionals whose mission is to promote the common business interest and increase recognition of financial professionals through the exchange of ideas, educational sessions and networking opportunities. We accomplish this through our nine monthly meetings and an annual conference. During monthly meetings, guest speakers discuss timely and relevant treasury and other related issues.

With many members from the banking community and corporations large and small, the AFPA is a great networking forum. Monthly lunch meetings are held the third Wednesday beginning at 11:30 a.m. and concluding at 1:00 p.m. 

Attendance at the monthly meetings and the Desert Summit qualifies members for Certified Treasury Professional (CTP), Financial Planning & Analysis (FP&A) and Continuing Professional Education (CPE) credits.

Contact us at contact@afparizona.org

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