Events



Upcoming events

    • 03/20/2024
    • 12:00 PM - 1:00 PM
    • Virtual
    • 27
    Register

    **AFPA Webinar Event** 

    Wednesday, March 20, 2024 12:00 p.m.- 1:00 p.m. Phoenix Time 

    Session Title:  Dynamic Markets, Confident Moves: Debt Lifecycle Management

    Description:

    Do you have a full picture of your debt profile? What happens when you don’t effectively manage your debt? To prepare for the unknown and quickly respond to market shifts in this volatile landscape, proactive solutions are essential for your organization. Get a comprehensive view of your debt profile and help protect your cost of capital by learning more about solutions available to you. 

    Join us on March 20th from 12-1 pm for “Dynamic Markets, Confident Moves: Debt Lifecycle Management,” when GTreasury’s Juan Arreola and Farah Lotia will demonstrate how to leverage technology to respond swiftly and confidently to market change. Our in-house experts will walk you through common challenges of debt management, benefits of proactively managing your debt, and how a TMS can support these initiatives. 

    In a dynamic financial landscape, effective debt management is not just a necessity; it’s an opportunity to elevate your organization’s financial health and scalability.  

    Juan Enrique Arreola, CPA – Senior Manager, Risk Advisory, GTreasury

    Juan serves clients throughout North America, Latin America, Europe and Asia-Pacific with interest rate and foreign currency risk management hedging. He assists with the entire hedging life cycle, including risk profiling, strategy, trade execution, compliance, valuation, and hedge accounting. He specializes in providing maximum economic risk management benefits while adhering to both US GAAP and IFRS. Mr. Arreola has two decades of hedging, technical accounting and finance experience and is a CPA. Prior to joining Hedge Trackers, he held senior roles at Ernst & Young, Morgan Stanley, and Chatham Financial. Juan holds a master’s degree in accountancy and financial management and a bachelor’s degree in accountancy from the University of San Diego.

    Farah Lotia, CFA,  VP Risk and Quantitative Analytics | GTreasury  

    Farah joined Hedge Trackers in 2012 and is now the VP Risk and Quantitative Analytics. Ms. Lotia has extensive experience in valuing and structuring a variety of derivative and investment products. Her expertise includes modeling swaps, options, investment agreements, forward delivery agreements, repurchase agreements, and other structured products across all asset classes. Prior to joining Hedge Trackers, Farah was instrumental in the start-up and development of large national derivative valuation provider. She was responsible for marketing and structuring new derivative products for corporate and municipal clients including basis caps, knock-out swaps, FX hedging products, commodity structures, and accreting swaps as well as equity hedging instruments. Based in Silicon Valley, Farah holds an MBA degree in finance and a BBA degree with honors in finance from the Institute of Business Administration, Karachi, Pakistan.

    Regular members: $30

    Guests: $50
    Full members: included in annual membership

    Payment is by WildApricot Affinipay. Please register even if you have a full membership so that we have an accurate attendee count.


    • 04/17/2024
    • 2:30 PM - 4:30 PM
    • TBD
    • 33
    Register

    April Field Trip Event 

    Date and Time : Wednesday, April 17, 2024 2:30 p.m.- 4:30 p.m. 

    Location: TBD 


    Regular members: $50
    Guests: $70
    Full members: included in annual membership

    Payment is by WildApricot Affinipay. 

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


    • 05/15/2024
    • 11:30 AM - 1:00 PM
    • TBD
    • 40
    Register

    May Luncheon Event 

    Date and Time : Wednesday, May 15, 2024 11:30 a.m.- 1:00 p.m. 

    Location: TBD

    Topic & Speakers: Corporate Practitioner Feature 

    Agenda: 

    11:30-12:00 p.m. Attendee arrival and registration

    12:00-1:00 p.m. Presentation

    Regular members: $50
    Guests: $70
    Full members: included in annual membership

    Payment is by WildApricot Affinipay. 

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


Past events

02/21/2024 February Luncheon Event -Wednesday, February 21, 2024- Business Payments and AI
01/17/2024 January Kick Off Luncheon Event -Wednesday, January 17, 2024- Phoenix Economic Development Update
12/06/2023 December Winter Happy Hour for Networking on Wednesday, December 6, 2023
11/15/2023 November Luncheon Event -Wednesday, November 15, 2023- The Remarkable Rise of ESG within Cash: Making Sense of the Investment Landscape where Values Meets Cash
09/14/2023 2023 Desert Summit Conference- Thursday Sept 14- Musical Instrument Museum
08/16/2023 Summer Happy Hour for Networking
06/21/2023 Webinar Wednesday, June 21- Financial Supply Chains are at an Inflection Point
05/17/2023 May Luncheon Event -Wednesday, May 17- Driving Treasury Costs Down When Everything is Going Up
04/19/2023 Annual Field Trip Event -Wednesday, April 19- Inside Look at the Phoenix Zoo
03/15/2023 Webinar Wednesday, March 15- Accelerating Receivables by Leveraging Technology
02/15/2023 Luncheon & Monthly Meeting-Wednesday, February 15- Market Impacts on Financial Risk Management
01/18/2023 Luncheon & Monthly Meeting-Wednesday, January 18- State of the State by our Arizona Treasurer
12/06/2022 Holiday Happy Hour Tuesday, December 6th
11/16/2022 Luncheon & Monthly Meeting-Wednesday, November 16- Crypto and Blockchain: What You Should Know
09/29/2022 2022 Desert Summit Conference- Thursday Sept 29- Heard Museum
08/17/2022 Luncheon & Monthly Meeting-Wednesday, August 17- American Companies Must Understand and be Prepared for Geopolitical Risk
06/15/2022 Webinar Wednesday, June 15- Economic Update
05/18/2022 In Person Luncheon & Monthly Meeting-Wednesday, May 18- Emerging Liquidity Investment Trends
04/20/2022 In Person Social Event Wednesday, April 20th at The Thirsty Lion-Tempe
03/16/2022 In Person Luncheon & Monthly Meeting-Wednesday, March 16- The Payments Transformation
02/16/2022 Webinar Wednesday, February 16- What the Hack: Today's Top Cyber Threats in Finance
01/19/2022 Webinar Wednesday, January 19- Strategic Resource Allocation
12/15/2021 In Person Social Event Wednesday, December 15th
11/17/2021 In Person Luncheon & Monthly Meeting November 17- Treasury: The New Normal
10/21/2021 Live Social Event Thursday, October 21- Top Golf Scottsdale
09/14/2021 Virtual - 2021 Desert Summit Conference- Tue, Sept 14 and Wed, Sept 15
08/12/2021 Live Event Thursday, August 12- Musical Instrument Museum (MIM) tour and talk
07/21/2021 Webinar Wednesday, July 21- Integrated Payables and Trends in Payments
06/16/2021 Webinar Wednesday, June 16- Minimizing Digital Risk in the Workplace
05/19/2021 Webinar Wednesday, May 19- Potpourri of Contemporary Events
04/21/2021 Webinar Wednesday, April 21- RPA for Treasury and FP&A: Where’s the Value
03/17/2021 Webinar Wednesday, March 17 - Unclaimed Property by Marketsphere
02/17/2021 Webinar Wednesday, February 17 - ACH Update by NACHA
01/21/2021 Webinar Thursday, January 21 - FBI Update on Cyber Crime
12/17/2020 Virtual AFPA Annual Meeting & Board Election- Thur, Dec 17th
11/17/2020 Virtual - 2020 Desert Summit Conference- Tue, Nov 17th
10/14/2020 Virtual Webinar-City of Chandler Revitalization-Wed, Oct 14th
09/16/2020 Webinar September 16 - The Impact of Real-Time Payments on Treasury Operations- Open 24/7/365
07/22/2020 Webinar July 22 - ISO 20022: The Global Transformation in Payments is Happening Today! by Elire, Inc.
06/10/2020 Webinar June 10 - Market Impacts on Financial Risk Management
05/20/2020 Webinar May 20 Effective Bank Account Structure: Not a One-Size-Fits-All Approach
04/15/2020 Webinar April 15 Learn all about Opportunity Zones!
04/08/2020 Webinar April 8 Cash Me Outside: A Look at Cash Pooling
02/19/2020 Monthly Meeting February 19- Arizona Business Development Update
12/18/2019 Monthly meeting December 18- Challenges to Treasury Technology: Analysis of Common Pitfalls and how to Avoid Them
11/20/2019 **Cancelled**Monthly meeting November 20- Career Strategies- Tips on being better at your current role and getting where you want to go
10/24/2019 Monthly meeting October 24- Looking in the Mirror How do Your Banks See You
09/17/2019 AFPA 2019 Desert Summit
08/21/2019 Webinar August 21- The Business of Bank Relationship Management
06/19/2019 Monthly meeting June 19- Capitalizing on faster payments and technology: Finding success in the hype
05/15/2019 Monthly meeting May 15- Environmental Social Governance (ESG) Integration
04/17/2019 Monthly meeting April 17- Brexit Briefing
03/13/2019 Monthly event March 13- Social spring training event
02/20/2019 Monthly meeting February 20- LIBOR rate and transition to SOFR
01/16/2019 Monthly meeting January 16- Unclaimed Property- The Top Ten Things Financial Professionals Should Know
12/19/2018 Monthly meeting December 19- Cyber Security for Professional Service Firms
11/20/2018 Monthly meeting November 20- Kahoots Treasury Management edition
09/19/2018 AFPA 2018 Desert Summit
08/08/2018 Monthly meeting: August 8 webinar
07/18/2018 Monthly meeting July 18
05/23/2018 Monthly meeting May 23
04/25/2018 Monthly meeting April 25
03/14/2018 Monthly meeting March 14
02/14/2018 Monthly meeting: February 14 webinar
01/24/2018 Monthly meeting January 24
12/13/2017 Monthly meeting December 13
11/15/2017 Monthly meeting November 15
09/14/2017 AFPA 2017 Desert Summit
08/23/2017 Monthly meeting: August 23 webinar
07/20/2017 AFPA Summer Networking Event 7/20
05/17/2017 Monthly meeting May 17 - lunch only
05/17/2017 Monthly meeting May 17
04/19/2017 Monthly meeting April 19
03/15/2017 Monthly meeting March 15
02/15/2017 Monthly meeting February 15
01/25/2017 Monthly meeting: January 25 webinar
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