CONTROLLING COSTS IN TREASURY_SLC 2025.pdf

https://recruiting2.ultipro.com/ALS1001ALSCO/JobBoard/0a8883de-4664-4282-8752-c5658e72bf32/OpportunityDetail?opportunityId=c9609c37-8e5c-4137-bb85-d1ea8a6c7112

Why AFP of Utah?

Today we are interviewing our long time board member Miriam Santos of Enbridge Gas, and our current Secretary with the AFP of Utah.

1) Why did you first sign up for an AFP of Utah event or membership?

The Treasurer of Enbridge Gas/Questar, Tony Ivins, a past member and officer of the AFP of UT, strongly recommended it.

2) And what compelled you to volunteer your time on the board of directors?

Some members of the Board reached out to me directly and asked if I would be interested with serving on the board. Given how I valued the connections I had made and how informative the meetings had been, I agreed to help keep the association moving forward.

3) What is a favorite highlight- an event, board accomplishment, member success story?

I’d actually like to highlight two annual events. The Economic Update presented by senior economists has been quite compelling and informative. The other event would be the Service Project. It provides a useful service to the community and enables us to interact with other members in a fun and positive environment.

4) How have you grown in knowledge or skills during your time leading at the AFP of Utah?

As well as remaining current on various topics, this has helped me hone my listening and decision making skills while working with great fellow board members.

Thank you Miriam for your service!

Greetings Fellow Treasury and Finance Professionals:
It is hard to believe that the end of 2024 is quickly approaching! As we all look forward to our final AFP events of the year & begin to plan for 2025, I want to give an update on the financial health of AFP of Utah.

Your membership dues and event registration fees, together with contributions from generous sponsors, fund a variety of events that we all are able to participate in throughout the year. Our goal each year with the budget is to fund all of our initiatives at the lowest possible cost to our members, while maintaining adequate cash reserves for the future.

So far this year, we’ve held five lunch & learn events as well as a fun social activity at Top Golf. We’ve been able to cover the cost of these events for the most part with member dues. In addition to dues, we received a generous $2,500 donation from PNC Bank. With those inflows having been received and a few expenses that will be incurred before the end of the year, we expect year-end inflows to slightly exceed outflows, thus accomplishing our goal stated above.

For additional details about the organization’s finances, please feel free to contact me.

Thank you for your continued support of AFP of Utah!

Clark Smith, CPA, CTP
AFP of Utah Treasurer

AFP of UT Members:

Hard to believe we are halfway through 2024, on behalf of the board we thank you for your membership, your stewardship, and your involvement so far this year and look forward to reconnecting after our summer meeting break on August 29th –Topgolf AFP Social Event.

We hope that AFP can continue to provide a supportive group of professionals who understand the unique challenges we all face in our business roles. Whether it’s for education, networking, ethical guidance, career advancement, staying current on the latest trends. Whatever the reason, we hope we can continue be a trusted resource.

With your collaboration I look forward to finishing up an exciting year of connecting with our members, engaging our partners, and impacting the Finance and Treasury community in Utah. I’m so proud to be part of this organization and I’m so thankful for the outstanding leadership on our board and the commitment of our chapter’s members though out the years.

It is an absolute honor to serve as President of AFP of Utah.

Sheron Riggs– AFP of UT Board President

If anyone is seeking more CTP, FP&A or CPE credits, consider attending our sister organization the Rocky Mountain AFP on May 8-9 for their annual Rocky Mountain Summit. Great promotional rates for our Utah members! 

Write Kim Lott at kimlott@kmlmanagement.com to learn more and sign up. 

Congratulations to Dillon Jones at BOX and Lori Hadley at Sallie Mae! They each won a $25 e-gift card for their participation in the recent Membership Survey. 

Wahoo! Thanks to all that completed the survey to help the AFPA Leadership group determine the best course of action for the remainder of the year. 

https://www.rmafp.org/events/register.aspx?id=1809107 

Use promo code of 25OFF at check out in registration to get the $40 rate for this event. 

For this session of Actualizing Success, Actualize Consulting’s COO Kerry Wekelo will dive into the pressing issue of retaining treasury talent. With turnover affecting all levels within treasury teams, from senior management to analysts, and the demand for experienced treasury professionals continuing to soar, our experts share their insights and strategies for keeping treasury teams united and inspired.  

 Participate to learn more about:   

• The reasons behind talent departures 
• The power of cross-training  
• Strategies for keeping teams united and inspired 
• Utilizing technology to build robust, automated processes 
• Creating a culture that supports team growth and innovation 
• How Actualize Consulting nurtures treasury talent through innovative programs 

  About Kerry Wekelo:  

·         Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.  

Write Kim at kimlott@kmlmanagement.com with any questions! 

We have 4 spots left for our team at the Utah Food Bank on the 18th of October! It would be great to fill our team for this event. You can still sign up. 

If any of our AFP of Utah members are seeking 6.4 CTP or FP&A credits, you can attend our sister organization's event next Thursday, September 14th at the member rate. If you are a practitioner, that is only $50! A great line up, so if you are interested- just reach out to Kim Lott at kimlott@kmlmanagement.com to get signed up. 

Schedule for the day: 

8:00-8:20 am	Registration, light breakfast/coffee and networking
8:20- 9:40 am	Welcome and Opening Session-  The Stark Reality of Cyber and Payments Fraud ​in an Ever-Evolving Digital World Moderator: Ryan McCaffrey, SVP, Corporate Banking TMO PNC Panelist(s): Scott Kreisberg, CEO/Founder One Step Tech- Secure IT; SSA Mary Gleason, FBI Phoenix White Collar Crime Unit ; Chris Byers, Senior Digital Product Manager, PNC and Dan Larkin, Cyber Security Team PNC
9:40-9:55 am	Break
9:55 -10:45 am	Jon Paquette, VP-U.S. Solutions, Treasury Intelligence Solutions (TIS) presenting Evaluating Leading Practices for Effective Cash Forecasting in 2024
10:45-11:00 am	Break
11:00-11:50 am	Fikre Bizuneh , VP FX Products and Solutions, Kyriba presenting Tackling Currency Risk in Today's Economy
11:50-1:45 pm *program starts at 12:45	Luncheon and Keynote Speaker- Marc Chandler, Bannockburn Global Market Strategist presenting Making Sense of the Dollar
1:45-2:00 pm	Break
2:00 pm-2:50 pm	Mitch Thomas, Director of Sales Engineering, Global Treasury- Trovata presenting The Promise, Opportunity, and Reality of Open Banking
2:50-3:05 pm	Break
3:05-3:55 pm	Todd Bean, CFA, Head of US Traditional Cash Strategies State Street Global Advisors (SSGA) presenting Chaos in Cash
4:00-5:00 pm	Light Food and Beverage, plus Closing Comments & Prize Give Aways!