Upcoming events

    • 08/21/2019
    • 11:30 AM - 12:30 PM
    • N/A via webinar
    • 15

    Wednesday, August 21, 2019 11:30 a.m.- 12:30 p.m.
    Location: Via Webinar 

    Topic: The Business of Bank Relationship Management


    Managing banking relationships is complex and looks different, depending on the side of the table you are sitting on. Banks are quite formal in their approach to ensure a lasting, multi-level institutional connection. Most treasurers lean towards the informal side of the spectrum of relationship management, categorizing their relationships in tiers. Regardless, it’s a business based on performance, risk, and profitability!

    In this session, Strategic Treasurer will help you understand the practical, operational, and strategic elements of effectively managing bank relationships by handling the mundane, but important process of bank fee analysis. Takeaways will include understanding best in class architecture for corporate bank fee management, benchmarking, and fee analysis benefits.


    Craig A. Jeffery, Managing Partner-  Strategic Treasurer 

    Stephanie Villatoro, CTP Senior Consultant- Strategic Treasurer 

    11:30-12:30 p.m. attendee webinar

    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.

    • 09/17/2019
    • 7:00 AM - 5:30 PM
    • Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix 85040

    Join us for the annual AFP of Arizona Desert Summit on Tuesday, September 17, 2019 at the Desert Willow Conference Center. The day will feature great networking with colleagues, terrific concurrent sessions, the latest in treasury and finance services and products showcased in our Exhibit Hall and CTP, FP&A and CPE continuing education credits.

    Featuring 8 sessions to choose from and 3 general sessions: 

    • Opening General Session featuring Kathy Parry, Corporate Energy Expert presenting Rubber Band Resilience: How to Stretch without Snapping
    • Luncheon Sessionfeaturing Arizona State Treasurer Kimberly Yee presenting an Economic Update
    • Closing General Session featuring Ernie Humphrey, CEO & COO, 260 Thought Leadership Consulting presenting Cash Management 2025: Man vs. Machines 

    Register soon, as the early bird deadline is fast approaching. 

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