2019 Desert Summit Schedule
Tuesday, September 17, 2019

Registration, Breakfast & Exhibits 

Opening General Session - Rubber Band Resilience: How to Stretch without Snapping by Kathy Parry, Corporate Energy Expert

Break & Exhibits

A1- Jim Scopis, Senior Vice President, Global Information Security-Bank of America Merrill Lynch presenting Cyber Threat Intelligence & Global Security

B1- Logan Wacker and Chris Leininger, Managing Treasury Consultants- Elire, Inc. presenting The Global Transformation in Payments is Happening Today!

Break & Exhibits

A2- Doug Strum-Smith, Vice President – Treasury Management, PNC Bank presenting Jumping in the Deep end- It’s Time to Develop a Strategy for Emerging Payment Channels

B2- Chris Lewis, Institutional Portfolio Manager, Fidelity Investments presenting Liquidity is Relevant Again!!!

A3- Teri Wagner, SVP-Market Leader-Arizona, Wells Fargo moderating and Cory Domingo, Kyriba; Chad Dickson, Wells Fargo and Aron Chazen, TreasuryCurve presenting a Technology Trends Panel Discussion

B3- Kim A. Bruck, AAP-Desert Financial Credit Union and Special Agent Paul Schaaf, FBI Phoenix Division presenting the Current Trends in Cyber Fraud

Luncheon General Session- Arizona Economic Update by Kimberly Yee, Arizona State Treasurer

Break & Exhibits

A4-  Karl Schamotta, Cambridge Global Payments presenting The Psychology of Finance

B4- Greg Litster, SAFEChecks President presenting Cutting the Gordian Knot: eChecks, Mobile Banking Fraud, Check 21 & Holder In Due Course 

Ending General Session- Cash Management 2025: Man vs. Machines by Ernie Humphrey, Treasury Industry Leader

Exhibits & Networking Reception


Also, sign up for sponsorship OR attendence using our event registration! REGISTER NOW

2019 Calendar Year Memberships Available!  

Membership Options - Join Now 

Full Company membership - $575  

Full membership - $350

Regular membership - $175

Career Trust membership - $75

Details on the membership page

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Membership Committee

Program Committee

Desert Summit committee

Write us at contact@afparizona.org to learn more or call 303-973-2555 to speak to our Chapter Management-KML Mgmt & Consulting (Kim Lott). 


Upcoming events

11/20/2019 11:30 AM • UMB Bank- 3rd Floor Conference Room- 2777 E. Camelback Rd, Ste. 130, Phoenix, AZ 85016


Wednesday, November 20, 2019 Luncheon

Wednesday, December 18, 2019 Luncheon

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. Our current meeting location is Talking Stick Golf Club for most events. 

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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