Menu
Log in

Association for financial professionals of utah

  • August 01, 2023 2:35 PM | Kim Lott (Administrator)

    Just write Kim Lott at kimlott@kmlmanagement.com if you are interested for a partner code! The member rate is $30 for this 1.2 CTP webinar on Wednesday, August 9th from 12-1 MST.

    Data Security, Privacy and Governance

    Speaker: Jennifer Shahan McIntosh, Attorney, FBFK Dallas 

    Jennifer will be speaking about data privacy and security of personal information used in day to day business activies and what best practices apply not only in your work environment, but also every day with family and at home. She has advised leading pharmaceutical trials companies, private equity firms, SaaS service providers, health-tech, ad-tech, and e-commerce clients on privacy and data security issues in technology-driven transactions. 


    https://www.rmafp.org/events/register.aspx?id=1754374

  • June 08, 2023 11:21 AM | Kim Lott (Administrator)

    You can sign up at the $20 member rate if interested- just write Kim at kimlott@kmlmanagement.com for code! 1.2 CTP credits. 

    _______________________________________________________

    **AFPA Webinar Event** 

    Wednesday, June 21, 2023 12:00 p.m.- 1:00 p.m. Phoenix Time 

    Session Title:  Financial Supply Chains are at an Inflection Point. Are You Ready to Capitalize?

    Focus:

    The session focuses on the financial supply chain, a key aspect for all treasury and finance departments as well as for financial institutions offering trade and working capital finance.

    Optimizing a company's financial supply chain can bring stability and flexibility to the organization and its trading partners by providing working capital to where it is needed most in the supply chain, thus shifting the focus from survival to improving efficiency, innovation, and investment in new opportunities.

    In recent times, longer sales cycles, higher inventory costs, anticipated economic downturns, and a steady drumbeat of interest rate hikes have put the mitigation of supply chain disruptions and efficient management of working capital on the top agenda of any top management. Today more than ever, achieving efficient cash flow levels, applying the right payment terms, and risk management for companies and their suppliers have become even more crucial to ensure adequate financing and business survival.

    Whilst there are many technological and financial solutions that have been applied in the past, a truly innovative and effective approach utilizing artificial intelligence and predictive analytics had yet to materialize.

    The market opportunity for corporate and financial institutions, based on case studies of leading organizations will also be covered including key areas and innovations that are making such improvements to financial supply chains successful like blockchain, artificial intelligence, and ESG (Environmental, Social, and Corporate Governance).

    Demonstrations of a few solutions for optimizing financial supply chains will be presented and discussed during the event followed by a Q&A.

    Speaker:

    Meet Terry Pierce. He has been responsible for overall vision and strategic direction of several   entities, with specific focus around sales, strategic partnerships, and capital structure. He has 17 Retail Insurance Space, with many documented successes around solutions specific to financial services, corporate trade finance, and blockchain technology.

    A few little known facts: Terry is former All-American as a player and student at Kansas State University professional life as an NFL middle linebacker after being drafted in the 2nd Round
    the Denver Broncos. After 4 years on the field and several injuries he retired from the NFL and dove into the financial services industry with Merrill Lynch as a Global Private Client Advisor.


  • May 24, 2023 10:29 AM | Kim Lott (Administrator)
    May 24, 2023 10:26 AM | Kim Lott


    **AFP of Utah Members**

    Don't hesitate, sign up today for a fun Top Golf outing at no cost to you! Sponsored by TreasurySuite and Morgan Stanley- join your colleagues for this great event on June 13th from 4-7 p.m. We will have CTP credit, food & beverage and golfing fun with networking! 


  • May 03, 2023 11:13 AM | Kim Lott (Administrator)

    Our regional association partner- the Rocky Mountain AFP- based in Denver, Colorado is holding their annual Rocky Mountain Summit event next Friday, May 12th at the Ritz-Carlton Hotel in downtown. Our members qualify for a discounted partner rate, so if interested in attending just reach out to our association management partner KML at kimlott@kmlmanagement.com to learn more. 

    You can earn up to 8.7 CTP, 6.4 FP&A and 8.0 CPE credits at the event. 


  • April 13, 2023 7:59 AM | Kim Lott (Administrator)

    Good day AFP of Utah Members & Friends- 

    Just a note to let you know that we can post your Treasury Management & Finance related position postings on our website blog, as well as our LinkedIn Company Page. Just send them to admin@afpofutah.org for review and posting! 

    Another great AFP of Utah benefit! 

  • April 05, 2023 9:30 AM | Kim Lott (Administrator)

    Your AFP of Utah leaders have set up a partnership with other regional AFP groups. The Rocky Mountain AFP, based in Denver, Colorado, is putting on an annual one day conference where you can gain 7.7 CTP credits and 6.0+ CPE credits. The event is on Friday, May 12, 2023 at the Ritz-Carlton hotel in downtown Denver.

    As a member of AFP of Utah, you quality for the partner rate of $350 for the full event with 3 keynote general sessions, up to 12 educational track sessions, a pre-conference networking event and a full day of food and fun. 

    If you are interested, write Kim Lott (our AFP of Utah adminstrator) at kimlott@kmlmanagement.com to get help with registration. There are a limited block of discounted hotel rooms at the hotel available as well. 

    2023 Summit track schedule - inc PRE EVENT DRAFTv5.docx

  • March 13, 2023 2:12 PM | Kim Lott (Administrator)

    Please consider inviting a guest that would benefit from being a part of our great Treasury Management & Finance community in Utah. You can sign them up at no cost for the first event, just to check us out! Use the promo code COMPLIMENTARY when signing them up on our website. 

  • February 13, 2023 11:57 AM | Kim Lott (Administrator)

    www.linkedin.com/company/afpofutah

    OR just go to LinkedIn and "search" for afpofutah. You can stay abreast of the latest and greatest happenings for Treasury & Finance professionals in Utah. 

    Also, if you are interested in volunteering or helping out with Membership, Event Topics or Communications please let us know via e-mail at admin@afputah.org. 

    Warmly,

    AFP of Utah Officers- Ryan, Sheron, Clark and Miriam

    AFP of Utah Staff- Kim and Christina (KML Mgmt) 



follow us on LinkedIn

AFP of Utah  | Administration by KML Management

303-883-4152|admin@afpofutah.org 


AFP  of Utah is a 501(c)6 non-profit organization
Powered by Wild Apricot Membership Software