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AFP Partner hosts annual Desert Summit educational day in Phoenix

September 06, 2023 2:44 PM | Kim Lott (Administrator)

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!


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AFP of Utah  | Administration by KML Management

303-883-4152|admin@afpofutah.org 


AFP  of Utah is a 501(c)6 non-profit organization
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