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Events



Upcoming events

  • Monthly meeting December 19- Cyber Security for Professional Service Firms

    • 12/19/2018
    • 11:30 AM - 1:00 PM
    • Talking Stick Golf Club, 9998 E. Talking Stick Way, Scottsdale, AZ 85256
    Register

    ** BOARD ELECTION MEETING ALSO**

    Wednesday, December 19, 2018 11:30 a.m.- 1:00 p.m.
    Talking Stick Golf Club- 9998 E. Talking Stick Way, Scottsdale, AZ 85256

    Topic: Cyber Security for Professional Service Firms

    USI Southwest’s Head of Executive Risk, Kara Altenbaumer-Price, Esq., will discuss how professional services providers can ensure their clients respond to cyber events—including breaches, proactive risk control, ransomware, and cyber business interruption incidents—in a manner that does not run afoul of their cyber insurance and maximizes coverage of related costs, including accounting and legal costs.  She will address recent trends in cyber-related litigation and state regulatory enforcement, as well as tips for factoring insurance into contractual requirements with vendors and customers to allow your clients the best protection possible in the event of a cyber incident.

    Speaker: Kara Altenbaumer-Price, Esq.. SVP, Corporate Risk & Governance

    Kara has spent more than 15 years in the world of executive risk, first as a lawyer defending companies and their executives in securities and compliance issues and then as a broker and client advisor in USI’s D&O practice. As leader of USI Southwest’s Management and Professional Services practice, she counsels both public and private company clients on corporate governance, executive and corporate risk, and professional liability insurance language, issues, and claims.  

    11:30-11:45 a.m. attendee arrival and registration
    11:45-1:00 Luncheon served and presentation

    Thanks to our Event Sponsor- USI! 


    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.


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  • Monthly meeting January 16- Unclaimed Property- The Top Ten Things Financial Professionals Should Know

    • 01/16/2019
    • 11:30 AM - 1:00 PM
    • Talking Stick Golf Club- 9998 East Talking Stick Way, Scottsdale, AZ 85256
    Register


    Wednesday, January 16, 2018 11:30 a.m.- 1:00 p.m.
    Location: Talking Stick Golf Club- 9998 East Talking Stick Way, Scottsdale, AZ 85256

    Topic: Unclaimed Property- The Top Ten Things Financial Professionals Should Know 

    Speakers: Robert Tucci and Jim Weigand

    Robert Tucci is a Managing Director on the Unclaimed Property Management Solutions Team of True Partners Consulting.  Robert has extensive experience in unclaimed property consulting, specializing in the performance of comprehensive diagnostic reviews, and multi-state audit defense.  Before joining True Partners Consulting LLC, he held the position of Co-Leader of Grant Thornton’s National Unclaimed Property Practice.  Prior to Grant Thornton, he was the Central Region Leader of Deloitte & Touche’sNational Unclaimed Property Services Group.

    From 2001-2015, Robert has been a speaker for holder education seminars sponsored by UPPO and other professional groups.

    Jim Weigand is a Senior Manager in the National Unclaimed Property Practice of True Partners Consulting LLC.  Jim has extensive experience in unclaimed property consulting, including audit defense, comprehensive diagnostic reviews, quantitative analysis, exposure remediation and various voluntary settlement procedures.  Additionally, Jim plays an integral role in assisting clients with their annual unclaimed property compliance processes.

    Jim has been a speaker for holder education seminars sponsored by various professional groups, including Unclaimed Property Professionals Organization, American Payroll Association, Association for Financial Professionals, Council of Petroleum Accounting Societies and Strafford Publications.

    11:30-11:45 a.m. attendee arrival and registration

    11:45-1:00 Luncheon served and presentation

    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.


    Show details

  • Monthly meeting February 20- LIBOR rate and transition to SOFR

    • 02/20/2019
    • 11:30 AM - 1:00 PM
    • Talking Stick Golf Club - 9998 East Talking Stick Way, Scottsdale, AZ 85256
    Register


    Wednesday, February 20, 2018 11:30 a.m.- 1:00 p.m.
    Location: Talking Stick Golf Club- 9998 East Talking Stick Way, Scottsdale, AZ 85256

    Topic: LIBOR transition to SOFR and impact to corporate treasurers & banks

    Replacing LIBOR "would be the most profound development in financial markets" for years to come. LIBOR is the rate that banks charge each other for short-term loans, but is also used as the benchmark for other debt instruments. SOFR is based on an overnight rate. LIBOR will be going away and if you are a corporate treasurer leveraging financial instruments for your operations join us and learn what actions you can take now. 

    Speaker: Beatriz Saldivar, Director, Treasury & Payments, Axletree Solutions

    "Beatriz has over 20 years of experience as a multinational corporate treasurer, consultant and global payment expert. She is the Director, Treasury & Payments with Axletree Solutions. Beatriz has played integral roles in implementing and operating global Fortune 100 & 500 corporate treasury centers, in-house banks, share service centers and audit, risk management & compliance projects.  

    She is a member of the Federal Reserve Payment Task Force and actively contributes through the FedPayments Community Forum, working towards improving the U.S. payments infrastructure. Beatriz has a solid knowledge of the global payment ecosystem, emerging services & financial products and technology. Beatriz holds Master’s Degrees from the University of Dallas in Corporate International Finance and in Management & E-Commerce. She is also a Certified Treasury Professional (CTP) and a Member of the Board of Directors of the Austin AFP, previous Dallas AFP Board Member and member of the Fort Worth AFP." 

    11:30-11:45 a.m. attendee arrival and registration

    11:45-1:00 Luncheon served and presentation

    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.


    Show details
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