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• November Luncheon Event -Wednesday, November 19th 2025-Clarity in a high change environment….or not

  • When
    11/19/2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Blanco Cocina + Cantina (2502 E Camelback Rd #122, Phoenix, AZ 85016)
  • Spaces left
    13

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  NOVEMBER Luncheon Event 

  Date and Time : Wednesday, November 19, 2025 11:30 a.m.- 1:00 p.m. 

  Location: Blanco Cocina + Cantina (2502 E Camelback Rd #122, Phoenix, AZ 85016)

  Topic: Clarity in a high change environment….or not

  Description: Impacts of tariff, immigration, tax, and regulatory policy changes on inflation, growth, and interest rates. We will also cover housing and the positive outlook we have around AI and its impacts on energy…particularly in Phoenix.

  Speaker: Steve M Wyett-CFA |Senior Vice President |BOK Financial Chief Investment Strategist

  Steve began his investment career in January of 1982, joined Bank of Oklahoma in September of 2005 and was named Chief Investment Strategist for BOK Financial in May of 2020. BOK Financial provides a wide array of banking, fiduciary and investment services through our regional bank brands, including Bank of Texas, Bank of Oklahoma, BOK Financial and Bank of Albuquerque, a broker dealer, four registered investment advisor firms and an electronic funds network.

  As the Chief Investment Strategist, Steve is a member of the Wealth Management Asset Allocation Committee where BOKF sets their investment and economic views. Steve is also a member of several committees where they oversee 100+billion in assets under management and administration and is widely quoted and a regular guest across local and national media.

  Steve is Past President of the Board for Tulsa’s largest charitable organization- Family and Children’s Services, a member of the board for Green Country Habitat for Humanity,  an active participant in the Tulsa Area United Way, and is a member of the CFA institute. Steve graduated from Oklahoma State University, where he played varsity tennis, with a B.S. in Finance.

  
  

  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.

  

  
  

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• December Winter Happy Hour for Networking- Wed, Dec 10th, 2026 at Culinary Dropout-Tempe

  • When
    12/10/2025
  •  
    3:30 PM - 5:30 PM
  • Location
    Culinary Dropout- Tempe- 149 S Farmer Ave, Tempe, AZ 85281
  • Spaces left
    26

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  **HAPPY HOUR & NETWORKING EVENT** 

  Location:  Culinary Dropout-Tempe at 149 S Farmer Ave, Tempe, AZ 85281

  Wednesday, December 10, 2025 3:30 p.m.- 5:30 p.m. Phoenix Time 

  Join other Treasury & Finance colleagues for great networking, food and drink. 

  

  Regular members: $20 | Guests: $40 |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.

  

  
  

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• January Luncheon Event -Wednesday, January 21st 2026 -Culture Shock: Why Treasury’s Vendor Onboarding Blind Spot is a Fraud Risk You Can’t Ignore

  • When
    01/21/2026
  •  
    11:30 AM - 1:00 PM
  • Location
    The Henry- Arcadia- 4455 E Camelback Rd. Suite # B100
  • Spaces left
    40

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  JANUARY Luncheon Event 

  Date and Time : Wednesday, January 21, 2026 11:30 a.m.- 1:00 p.m. 

  Location: The Henry- Arcadia- 4455 E Camelback Rd. Suite # B100
  

  Session title: Culture Shock: Why Treasury’s Vendor Onboarding Blind Spot is a Fraud Risk You Can’t Ignore

  Session description: Treasurers and finance leaders often focus on optimizing cash flow, forecasting, and managing payments, yet many overlook a critical cultural blind spot—vendor onboarding and management. This session will expose how treasury’s disengagement from this process creates organizational risk, fosters inefficiencies, and weakens financial controls.  Attendees will explore how an organization’s culture around vendor management can either mitigate or accelerate fraud risks, impact payment strategies, and influence financial resilience. We’ll discuss real-world fraud cases, the hidden costs of poor onboarding practices, and actionable steps to drive cultural change within treasury and finance teams.

  Brian S. Anderson
  Executive Leader | Treasury, Payments & Strategic Partnerships

  Brian Anderson is a senior financial executive with 30+ years leading innovation in payments, treasury, and digital product strategy. At PaymentWorks, he manages strategic bank partnerships, aligning sales, product, and marketing to accelerate partner-driven growth.

  Previously, Brian spent nearly two decades at J.P. Morgan Chase, rising to Managing Director and Head of Commercial Banking Payments & Digital Product Solutions. He led high-impact teams to drive double-digit product sales growth, modernize digital infrastructure, and champion fraud prevention initiatives. He also served in executive roles overseeing business management, analytics, and treasury sales.

  Brian began his career at Voya Financial and Liberty Bank, earning accolades including the Alexander Hamilton Award. He holds an MBA in Finance from Rensselaer Polytechnic Institute, and has held Series 7 & 63 and CTP certifications.

  He serves on the board of GRACE (Global Relief for Crises and Emergencies) and previously contributed to community initiatives including the J.P. Morgan Service Corps (2014).

  Sponsored by: PaymentWorks 

  
  

  REMINDER: All AFPA events qualify for CTP credit! 

  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.

  
  

  Show details