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  • Monthly meeting April 25

Monthly meeting April 25

  • 04/25/2018
  • 11:15 AM - 1:00 PM
  • Talking Stick Golf Club at 9998 E. Talking Stick Way, Scottsdale, AZ 85256


  • 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, April 25, 2018 11:15 a.m.- 1:00 p.m.
Talking Stick Golf Club
9998 E. Talking Stick Way
Scottsdale, AZ 85256

Maintaining Good Banking Relationships

Panel discussion with practitioners, bankers and a moderator

One of the core duties of Treasury is managing / servicing the banking relationship between a customer and their banks. This panel discussion will focus on best practices in maintaining that relationship despite the ups and downs of the economy, corporate restructuring, shifting industry focus, new banking fees, and even personality clashes. Panelists will discuss what makes for good communications, solid product implementation, techniques for defusing tension, delivering bad news, and many other topics that come up in this relationship. Audience members will be invited to participate by adding their questions and experiences.

11:15 a.m. -11:30 a.m. Check-in & networking
11:30-12:00 p.m. Lunch starts
12:00-12:50 p.m. Panel presentation
12:50 p.m.-1:00 p.m. Q & A wrap up

* Moderator
Aaron Lemke
Aaron Lemke is a Senior Vice President for Wells Fargo’s Middle Market Banking Division. His primary responsibility is working with middle market businesses, including tribal relationships, with annual revenues in excess of $20 million throughout the state of Arizona.

* Corporates
Dale Politi, CTP
Dale Politi, Assistant Treasurer at Salt River Project, manages a $1 billion investment working capital portfolio for the electric utility Salt River Project, issues up to $500 million in commercial paper backed by a revolving credit agreement, and manages the company’s employee debit card program and Cash Management’s unclaimed property. Dale is the past President and Treasurer of the AFPA.

Jane Moore, CTP
Jane Moore, Controller at CR Commercial Contractors, Inc. has been with the company for 3 years. Prior to that Jane was a Sr. Treasury Management Officer for JPMorgan and National Bank of Arizona. With over 30 years of banking experience and three years as a practitioner Jane has subject matter experience on ACH, Funds Transfer, and various Disbursement and Receivable product sets.

* Banker
Michelle Williams
In October of 2015, Michele Williams joined KS State Bank as Vice President of Business Development. She brings 13 years of banking experience to include in-depth knowledge and understanding of both Retail and Commercial Banking. 

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 page on 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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