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• Webinar Wednesday, March 17 - Unclaimed Property by Marketsphere

  • When
    03/17/2021
  •  
    12:00 PM - 1:00 PM (UTC-07:00)
  • Location
    Virtual
  • Spaces left
    40

  Register

  **Webinar Event** 

  Wednesday March 17, 2020 12:00 p.m.- 1:00 p.m. Phoenix Time 

  
   

  Unclaimed Property 

  Speaker: Heather Steffans, Partner- Strategic Compliance Solutions, Marketsphere

  Heather Steffans specializes in delivering unclaimed property consulting engagements to corporate America. Heather has over 30 years of professional experience and has been a nationally-recognized expert in unclaimed property for more than 24 years assessing the escheatment gaps of an organization and marketing unclaimed property solutions.

  Prior to joining MarketSphere in 2014, Steffans worked for two other abandoned property holder advocates expanding their footprint marketing software (TRACKER®), escheatment consulting and outsourcing solutions.

  Steffans is a respected senior unclaimed property business development professional with proven skills in needs analysis and strategic problem solving to help unclaimed property holders reduce the negative impact of escheatment and achieve best outcomes. Steffans’ two decades of experience spans multiple industries and product offerings. Steffans is recognized in the abandoned and unclaimed property industry as a subject matter expert and thought leader, tradeshow expert, popular industry conference speaker and veteran webinar presenter.

  Heather has served in the capacity as a Board Liaison, Co-Chair, and member on the Professional Development, Membership, Conference/Seminar, Holders Advocacy, Certificate, GRAC, Virtual Learning, and Communication committees for the Unclaimed Property Professional Organization and is currently the President on the Board of Directors for 2020-2021.

  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.

  
  

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• Webinar Wednesday, April 21- RPA for Treasury and FP&A: Where’s the Value

  • When
    04/21/2021
  •  
    12:00 PM - 1:00 PM (UTC-07:00)
  • Location
    Virtual
  • Spaces left
    50

  Register

  **Webinar Event** 

  Wednesday April  21, 2021 12:00 p.m.- 1:00 p.m. Phoenix Time 

  RPA for Treasury and FP&A: Where’s the Value

  Robotic Process Automation (RPA) is the one of the latest buzzword technologies to cross business and IT landscapes. It’s taken particular hold in helping to streamline core financial and operational process. Is RPA ready to add value to the Treasury and FP&A functions?

  1) Understand the basics of RPA and where in the Treasury and FP&A roadmaps it makes sense to apply

  2) Know the skills and technologies you will have to acquire to make RPA work in your organization

  3)  Prepare for the potential impact RPA can have on your existing workforce enabling them to focus on more strategic tasks

  Speaker: Brian Kalish, Principal at Kalish Consulting

  He is an Expert-in-Residence (EIR) at eCapital Advisors, headquartered in Minneapolis, Minnesota.

  He is an Adjunct Professor at Florida International University (FIU) in Miami, Florida

  Former Executive Director – Global FP&A Practice at AFP

  He has over 25 years experience in Finance, FP&A, Treasury and Investor Relations.

  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.

  
  

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• Webinar Wednesday, May 19- Potpourri of Contemporary Events

  • When
    05/19/2021
  •  
    12:00 PM - 1:00 PM (UTC-07:00)
  • Location
    Virtual
  • Spaces left
    50

  Register

  **Webinar Event** 

  Wednesday May 19, 2021 12:00 p.m.- 1:00 p.m. Phoenix Time 

  Potpourri of Contemporary Events

  In today's environment of media and data proliferation it can be tough to distill insight and get perspective. For example, there is a lot of discussion of populism, yet few define what is meant. What is the current populism? How does one measure it? Also, a lot is happening outside this country. Much of it doesn't get covered in our media. What are some of the big topics which could affect us? I will attempt to bring a fresh perspective to important issues of the day. Of course, that means I am obliged to cover the pandemic...at least a little.  This session will meet the following learning objectives: ·     Attendees will learn about the financial changes happening in the U.S. ·     Attendees will learn about financial issues surrounding the pandemic

  Speaker: Kurt Lieberman, President & CIO- Newday Impact 

  

  Four decades of business leadership and innovation across major companies
  and early-stage businesses.

  • Newday President | Magni CEO for 9 years, merged with Newday
  • Founding partner behind five companies
  • Built, sold The Information Consulting Group to McKinsey & Company
  • Senior executive with Thomson Reuters, Reynolds & Reynolds, Ecolab
  • Ten years on the Board of Pillsbury United Communities, including chairman
  • Former chairman of Workforce Policy Board of Montgomery Country
  • MBA, University of Chicago Booth School of Business, BS, Engineering, Harvey Mudd College

  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.

  
  

  Show details