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  • Monthly meeting May 17

Monthly meeting May 17

  • 05/17/2017
  • 10:00 AM - 12:30 PM
  • Wells Fargo Lockbox, 1300 W. Alameda Dr., Tempe, AZ 85282
  • 0


  • 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, May 17, 2017 10:00 a.m.- 12:30 p.m.
Registration deadline 5/16

10:00 a.m. - 11:00 a.m.
Wells Fargo Lockbox Tour
1300 W. Alameda Dr., Tempe, AZ 85282 
11:30 a.m. - 12:30 p.m. 
Networking Lunch at Four Peaks Brewery & Restaurant
1340 E 8th St #104, Tempe, AZ 85281

Lockbox Operations Tour & Talk

During the tour and presentation, group will witness and learn about one of the staples to Treasury Management operations- the “Lockbox”.

There are two product types in Lockbox: Wholesale Lockbox and Wholetail Lockbox. Wholetail is a combination of the old Retail Lockbox with a combination or option for wholesale processing.


The Tempe Lockbox has three managers.

The Site Manager is Robert Cardona. Robert has been in Lockbox for 30 plus years. He has been here in Phoenix for over 15 years. He transferred from the Los Angeles Lockbox.

The Wholetail Manager is Yvonne Cunningham. She has been in Phoenix since 2010. Yvonne transferred from Los Angeles. She has been with Wells Fargo since 1996.

The Wholesale Manager is Sandra Garcia. Sandra has been in the Phoenix Lockbox since 1996. She has been with Wells Fargo since 1996.


  1. Photo ID.
  2. All must be registered no later than noon on Tuesday, May 16th. NO late registrations or walk ins.
  3. Please let us know if you will NOT be having lunch only for pre-order purposes, but all registrations require either Full Memberships or payment as a member/non-member. Lunch will be pre-ordered and a variety of items available when you arrive back from tour.

Regular members: $35
Guests: $55
Full members: included in annual membership

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.

Please register even if you have a full membership so that we have an accurate attendee count.

AFP of Arizona | Administration by KML Management
at 303-883-4152 
© Association for Financial Professionals of Arizona

AFP of Arizona is a 501(c)6
non-profit organization

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