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• Webinar April 8 Cash Me Outside: A Look at Cash Pooling

  • When
    04/08/2020
  •  
    12:00 AM - 1:00 PM
  • Location
    Webinar
  • Spaces left
    12

  Register

  Wednesday, April 8, 2020 12:00 noon- 1:00 p.m. Arizona Time (1-2 MST)
  Webinar: Details will be e-mailed 
  

  Topic: Cash Me Outside: A Look At Cash Pooling

  How to Increase Your Treasury Efficiency with Modern Techniques

  In this webinar, we will explore how Cash Management is moving towards a higher level of sophistication whether you use Excel or a TMS. Leveraging evidence from client initiatives and recent results, we will show you how to increase your treasury efficiency by leveraging modern techniques. We will cover:

  · Advanced forecasting techniques

  · Cash pooling

  · Multi-lateral netting

  Speaker: John Kruger, Manager- Actualize Consulting 

  Mr. Kruger’s focus has always been on the customer experience and providing training and support for making end user daily processes easier. He specializes in treasury and risk management, cash management and forecasting, payments, cash accounting process, training and development, support process reviews and documentation, SaaS implementations, project management, and relationship management. Previously, when working for an insurance company, he supported the Kyriba implementation by configuring bank account feeds for both statements and payments and maintained all administrative functions for users. During his time with Reval, Mr. Kruger supported all Cash topics including Bank Account Reconciliations, Payments, Liquidity Planning, and Cash Accounting. He provided best practice functional and technical support within the Treasury Cash Management space for Reval’s top clients. He earned his B.A. in Business from Five Towns College. 

  +Implemented multiple large-scale ERP (SAP) payment integration projects for sending payments with the Kyriba platform from and to multiple countries across the globe. Provided technical support for go-live phase.

  +Functional consultant on multiple Kyriba client projects, and providing firsthand implementation support for payments, bank reporting, cash accounting, debt management, IHB, cash forecasting, core data and all facets of bank account management.

  +Provide support for Finance Transformation projects by identifying areas for efficiency and implementing new processes, including payment process workflows & cash forecasting processes.

  +Create detailed testing strategies and documentation for payments, cash accounting, and bank fee analysis for both clients and internal team members to assist with project execution.

  Specialties:

  +Financial Reporting & Analytics Reengineering

  +System Implementation & Evaluations

  Treasury:

  +Kyriba

  +Reval

  Technology:

  +Microsoft Office

  +SharePoint

  +Visio

  Years Experience:

  +Over 10 years

  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 April 15 Learn all about Opportunity Zones!

  • When
    04/15/2020
  •  
    12:00 AM - 1:00 PM
  • Location
    Via webinar- instructions to follow
  • Spaces left
    19

  Register

  **Event will be a webinar event**

  Wednesday, April 15, 2020 11:30 a.m.- 1:00 p.m.

  Topic: Learn all about Opportunity Zones! 
  

  An Opportunity Zone is a designation created by the Tax Cuts and Jobs Act of 2017 allowing for certain investments in lower income areas to have tax advantages. The purpose of this program is to put capital to work that would otherwise be locked up due to the asset holder's unwillingness to trigger a capital gains tax.

  

  Speaker: Abran C. Villegas

  A native of Albuquerque, New Mexico, Abran has been a Phoenician since 2003.  He is a graduate of Georgetown University where he received a BS in International Finance.  During his time at Georgetown, we worked as a Congressional aid to US Representative Cynthia McKinney.  While on Capitol Hill his duties ranged from congressional correspondence to helping draft Banking Committee legislation.

  Following graduation, Abran has been in the banking industry for the past 20 years, working for JP Morgan Chase, Zion’s and most recently, Arizona Bank & Trust.  In his current position, he is a Senior Vice President for Commercial Banking. He counts amongst his clients some of the larger non-profits in Arizona.  He takes a consultative approach, providing value add to his clients in the form of capitalization structures, treasury management, working capital efficiencies, and private equity.   

   The son of a life-long educator (his father has taught elementary school for over 30 years in Albuquerque) he continues to be committed to strong communities in Arizona.  His Board involvements currently include Tiempo, Inc. (a subsidiary of Chicanos por la Causa), and ASU Prep.  In addition to a BS, he holds and MBA from Thunderbird where he graduated with honors in 2008.  

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

  11:45-1:00 Luncheon served and 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.

  
  

  Show details
• Monthly Meeting May 20 Effective Bank Account Structure: Not a One-Size-Fits-All Approach

  • When
    05/20/2020
  •  
    11:30 AM - 1:00 PM
  • Location
    Talking Stick Golf Club - 9998 East Talking Stick Way, Scottsdale, AZ 85256
  • Spaces left
    34

  Register

  Wednesday, May 20, 2020 11:30 a.m.- 1:00 p.m.
  Location: Talking Stick Golf Club - 9998 East Talking Stick Way, Scottsdale, AZ 85256
  

  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. 

  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 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
• Monthly Meeting July 15- City of Chandler Revitalization

  • When
    07/15/2020
  •  
    11:30 AM - 1:30 PM
  • Location
    TBD Downtown Chandler Business District
  • Spaces left
    34

  Register

  Wednesday, July 15, 2020 11:30 a.m.- 1:30 p.m.
  Location: TBD Downtown Chandler Business District
  

  City of Chandler Revitalization 

  Speaker: Kim Moyers, Cultural Development Director- City of Chandler

  

  Kim has been in the Valley for 14 years and has been in Downtown development and redevelopment for over 20 years. As the Downtown Redevelopment Manager for Chandler for the past 5 years, she has been actively expanding the Downtown creating an urban environment in which to work, do business and be entertained while continuing to pay respect to the past.

  In April, Kim became the Director of the newly-formed Cultural Development Department. She oversees the Chandler Center for the Arts, Vision Gallery, Chandler Museum, Special Events, and Downtown Redevelopment.

  Before coming to Chandler, Kim spend 6 ½ years in Queen Creek implementing several economic development tools to further their downtown vision.

  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 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