Monthly meeting: January 25 webinar

  • 01/25/2017
  • 2:00 PM - 3:00 PM
  • Webinar


  • This option is for members who prepaid for meetings.
  • If you need to pay by check, please fill out the form on the Manual Registration page
  • This option is for members who did not prepay for meetings.

Registration is closed

Wednesday, January 25, 2017
2:00 p.m.

Fintech: Opportunity or Threat   

Financial technology or Fintech is a general descriptor for companies that leverage technology to make financial services more efficient. Operating in lending, investing, payments and other areas these companies disrupt legacy financial companies and systems and delight many consumers and businesses. This disruption is a clear threat to banks and an opportunity for new providers but there is more to Fintech than this simple explanation. This webinar examines the many facets of Fintech and the threats and opportunities it presents for treasury professionals.

Full members: included in annual membership

Regular members: $35
Guests: $55

Payment is by PayPal. If you need to pay by check, please register with check payment and then complete the form on the Offline Meeting Registration tab of our web site.

Registrants will be provided webinar details before the event.

Presenter Bios:

Daniel L. Blumen, CTP, is a founding partner of Treasury Alliance where he leads consulting engagements dealing with working capital management and other global treasury issues. Prior to co-founding Treasury Alliance in 2002, he was Managing Director of Knowledge Management Applications, a firm he founded in 1998.

Dan was with Bank of America in Chicago and also in Singapore where he managed the ASEAN region of the Global Payment Services Group. He also worked for Citibank in Chicago and in London where he had pan-European management responsibility for cash management business development. He has worked with large multinationals and emerging international companies and shares his experience as an author and as a frequent speaker at cash management gatherings worldwide.

Dan received his BA in economics, magna cum laude, from Syracuse University and his MSIA in finance from Carnegie-Mellon University. His invention for cleaning glass-lined reactors has been patented in Canada (#1199550). He is a certified treasury professional.

Mark Webster, CPA, CCM, CSP, has over 35 years of experience in all areas of payments and treasury and risk management; and has worked with domestic and international clients in a wide variety of industries, including financial services, retail, insurance and government.

Mark is a board member and Past President of the Northern Ohio Association for Financial Professionals (NOHAFP) and served on the CTP Body of Knowledge Committee of the AFP. He is the principal author of “The Essentials of Treasury Management”, 4th ed., and has authored articles on the payments industry, risk management, and operational transformation for a variety of publications. Mark is a frequent speaker and lecturer on both a local and national level and is on the faculty of The Payments Institute, The Institute of International Payments, and The Global Treasury Forum.

Mark is a Certified Cash Manager, a Certified Public Accountant in the state of Ohio, and a Certified Systems Professional. Mark has a Master’s of Business Administration from Cleveland State University and attended Northwestern University for undergraduate study.

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