What is the AFPA all about?


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. 

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 our management representative Kim Lott at kimlott@kmlmanagement.com or by phone at (303) 883-4152. 


"Networking is a lot like nutrition and fitness: we know what to do, the hard part is making it a top priority." -- Herminia Ibarra

Next AFPA Events promise to be great way to round out our year! 

Wednesday, November 15, 2023
Seasons 52 Biltmore - Luncheon & Presentation

Wednesday, December 6, 2023 Happy Hour

AND, get ready to renew your membership and kick off our year hearing from the GPEC on Wednesday, January 17, 2024 over lunch. 

Board of Directors and Committee Volunteers for 2023 

Madison Brake, President 

Mary Lundell, Treasurer

Josh Chaffin, Assistant Treasurer

Teri Wagner, Immediate Past President 

Shelly Carley, Director and Program Chair

Mitch Love, Director and Summit Chair

Sue Kubis, Alan Bonner and Justin Keith, Membership Committee 

Brandon Gerald, Summit Committee 

Sheryl Stiles, Hospitality Chair 

Thank you for your volunteerism and leadership for the AFPA! 

INTERESTED IN JOINING THE TEAM? Just write Kim Lott (management company KML) to learn more about our committees and to sit in on one or more of their meetings. 

We have opportunities for our Desert Summit Conference Committee, our Program Committee and our Communications/Website Task Group! WRITE KML

Upcoming events

12/06/2023 3:30 PM • Postino Highland- 4821 N Scottsdale Rd #109
01/17/2024 11:30 AM • Blanco Taco- 2502 E. Camelback Rd. #122 Phoenix, AZ 85016
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