Our 2021 Virtual Desert Summit event is being held on Tuesday, September 14 and Wednesday, September 15, 2021 this year! We have great sponsor levels, including a NEW featured sponsor opportunity. Our featured sponsor will get top visibility, a speaking opportunity, attendee and client scholarship spots and other marketing visibility leading up to the event and during the event. 

Watch for more information coming in the next few weeks. 


2021 Welcome to our New Board Members! 

     

As the saying goes “time flies” but I don’t think that’s ever felt more true than over the past year.  Covid has altered the sense of time as months rolled by with us stuck at home, not meeting with clients and business partners face to face and a lot of the things we like to do for enjoyment and recreation unavailable.

The first two months of 2021 have come and gone and your AFPA is forging ahead with plans for amazing monthly speakers and topics, another fantastic Desert Summit in September and other fun stuff to come.  I’m extremely happy to introduce two new members who recently joined the board and will help lead the AFPA this year and beyond…

Bob Aggarwal has joined the board as a director and the head of the Membership Committee.  He serves as Vice President of Commercial Banking for Alliance Bank of Arizona. In this role, he provides financial solutions, including banking, lending and portfolio management to both existing and prospective clients within the commercial middle markets. With a decade of experience in the financial services industry, he takes a consultative approach to providing customers with insightful and creative financing and management options.  A resident of the Valley for more than 20 years, Bob is actively involved in the charitable and nonprofit community, most recently lending his time and talent to the Fiesta Bowl. Bob  has always maintained an active presence with professionals around the community and sees the AFPA as a way to continue to provide his valuable experience in networking and committee leadership to assist the organization in growing membership in 2021.  Bob is a graduate of Michigan State University, where earned a Bachelor of Business Communications/Finance. He currently resides in Scottsdale with his family.

Mary Lundell recently came on board as a director and our treasurer.  She has been an active member of various chapters of the local and national AFP since their inception and has been instrumental over the years with speaker events, sponsorships, and membership expansion. Her professional background includes several years with J.P. Morgan as FVP and senior treasury services manager for the firm’s Corporate & Investment Bank large corporate group and most recently special industries for the Commercial Bank. Mary looks forward to contributing in 2021 not only via the treasurer’s role but also finding ways to add value for all members in support of the Association’s goals and objectives such as increasing AFPA visibility, spotlighting the personal and professional benefits of AFP membership, and building and cultivating strong relationships along the way.

Please join me in welcoming Bob and Mary and be on the lookout for our upcoming meeting notices.  Stay well and I hope to see everyone soon!

Mitchell Love, CTP

President

 

Upcoming events

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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