Events



Upcoming events

    • 04/08/2020
    • 12:00 AM - 1:00 PM
    • Webinar
    • 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.


    • 04/15/2020
    • 12:00 AM - 1:00 PM
    • Via webinar- instructions to follow
    • 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.


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


    • 07/15/2020
    • 11:30 AM - 1:30 PM
    • TBD Downtown Chandler Business District
    • 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.


Past events

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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