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  • Webinar May 20 Effective Bank Account Structure: Not a One-Size-Fits-All Approach

Webinar May 20 Effective Bank Account Structure: Not a One-Size-Fits-All Approach

  • 05/20/2020
  • 12:00 PM - 1:00 PM
  • 12

Registration

  • Sponsor Benefits-
    1) One piece of marketing collateral can be distributed at the meeting.
    2) One complimentary attendee can attend the sponsored event.
    3) A banner or tablecloth can be on display at the event, plus PowerPoint recognition.
    4) Business cards and additional collateral can be provided at the Registration Table for the event.
    5) Specific mention at the sponsored event including a 2-3 sentence about your company.
    6) Logo will be placed on the website event listing, blast luncheon invites to all contacts as well as social media post about the event.
  • 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

**Webinar Event** w/AFP of Central Oklahoma

Wednesday, May 20, 2020 12:00 noon- 1:00 p.m. Phoenix Time 

Topic: Effective Bank Account Structure: Not a One-Size-Fits-All Approach

Gain insight into different types of account structures and common structure rationale, as well as the impact of account structure on various internal departments, and learn strategies for evaluating the efficiency of your current account structure.

             

Speaker: Scott Hogate, CTP, APPSC & AOCSC

Senior Vice President, Treasury Solutions Group, PNC Bank

Scott Hogate joined the Treasury Solutions Group in March 2016 after spending time as a PNC Sales Officer and an independent Treasury & Financial Consultant. Prior to joining PNC, Scott had recently finished a consulting engagement at Universal Services of America (Security). He was hired to identify, analyze and design a traditional treasury function which included bank, account and service justification, the development of a cash forecast as well as process improvements including the cash conversion cycle. 

Previously, Scott was the Assistant Treasurer at 99 Cent Only Stores (Retail), Treasury at DDi Corp (Manufacturing), Consltant at Guthy-Renker (Sales Marketing), Assistant Treasurer at Abbott Medical Optics (Medical Device) and other Financial positions. 

Scott graduated from the University of Redlands with a Master's Degree in Business Adminstration and an undergraduate degree from Chapman University with majors in Finance and Economics. Scott has more than twenty years of practitioner experience in Treasury including earning his Certified Treasury Professional (CTP) and Certified Order-to-Cash & Procure-to-Pay Specialist designations. He is based in Orange, CA. 

Speaker: Colleen Bruce, CTP

Assistant Vice President, Cash Management, Discount Tire

Colleen joined Discount Tire in January 1988. Discount Tire, based in Scottsdale, AZ is the world's largest independent retailer of tires and wheels. It has been a privilege for Colleen to watch the company grow; and to grow with the company. She has seen a lot of change beginning her career when the company had 200 stores, now there are 1063. Colleen has spent most of her career in Cash Management; she manages Bank Relationships, oversees Treasury & Depository services, Merchant processing and their corporate credit card program. 

11:55-Noon attendee arrival and registration

Noon-1:00 Webinar Presentation

Regular members: $15
Guests: $35
Full members: included in annual membership

Payment is by WildApricot Affinipay. 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 kimlott@kmlmanagement.com 
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