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Association for financial professionals of utah

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Upcoming events

    • October 29, 2026
    • 3:30 PM - 6:30 PM
    • Red Flower Studios (339 W 700 S, Salt Lake City, UT 84101)
    • 11
    Register

    Join us for an evening of connection, creativity, and fun at Red Flower Studios!

    Reconnect with fellow AFP of Utah members (sorry, this event is members only this year) while learning the art of glassblowing from a professional artisan. During this private glassblowing workshop, each guest will have the opportunity to create their choice of a ornament or bud vase to take home.

    AFP of Utah: An Evening of Connection & Creativity

    Thursday, October 29
    3:30 PM – 6:30 PM

    3:30 PM | Registration & Networking
    4:00 PM | Private Glassblowing Workshop

    Red Flower Studios
    339 W 700 S
    Salt Lake City, UT 84101

    Light hors d’oeuvres and beverages will be provided.

    Attire: The workshop can get hot, so please wear closed-toe shoes and light, comfortable clothing.

    See the attached information for additional details about the Make Your Own Glass experience and waiver requirements.

    Space is limited so register today! 


    • November 19, 2026
    • 11:30 AM - 1:00 PM
    • 95 STATE ST, SALT LAKE CITY, UT; (check-in at front desk)
    Register

    Join fellow AFP of Utah Members  for our November Content and Luncheon! 

    Hit the MARC-Simplifying Financial Concepts 

    Facilitator: John Sanchez, FPA Group 

    Session DESCRIPTION: This session gives finance, treasury, and accounting professionals a single, practical framework for simplifying how they communicate financial information to any audience. Using the MARC framework (Minimal, Accessible, Repeatable, Clear) participants learn how to strip complexity from their communications without losing accuracy or credibility. Through a short individual exercise and a group translation challenge, participants practice applying MARC to realistic financial scenarios and leave with a tool they can use immediately.

    LEARNING OBJECTIVES: After completing this session, participants will be able to: 1. Name and describe all four elements of the MARC framework and the test question for each. 2. Identify jargon and complexity in financial communications and replace them with plain language. 3. Apply all four MARC elements to rewrite a realistic financial communication for a non-finance audience. 4. Commit to one specific communication they send regularly that they will simplify using MARC.

    AGENDA: 

    1. Welcome & Session Overview

    2. Why Simplicity Matters

    3. The MARC Framework

    4. Activity 1: Word Choice Sprint - Individual

    5. Activity 2: MARC Translation Challenge - Groups of 3 to 4

    6. Debrief & Wrap-Up


Past events

September 17, 2026 September 2026 Luncheon- Market Update by Soltis Investment Advisors Ammon Christensen
May 21, 2026 May 2026 Luncheon- Payments Update
March 19, 2026 March 2026 Luncheon- White-Collar Crime in the Digital Age: Emerging Cybersecurity Threats
February 25, 2026 February 2026 Bonus Webinar- Western Regional AFP Alliance: 2026 Treasury Playbook
February 19, 2026 February 2026 Luncheon- Speed Round: Market Forecast, Economic & Political Conditions, Regulatory Reform, Cash Flow Forecasting, Investment Guidelines
January 15, 2026 January 2026 Luncheon- From Forecast to Future: 2026 Economic Update
November 20, 2025 November 2025 Luncheon- Rewiring Your Mind for AI: How to Think, Work, and Thrive in the Age of Intelligence
October 23, 2025 October 2025 Service Activity- Wasatch Community Gardens
September 18, 2025 September 2025 Luncheon- Navigating the Current Liquidity Landscape
August 23, 2025 August 2025 Social Activity- Real Salt Lake Game & Pre-Game BBQ
May 15, 2025 May 2025 Luncheon- The Church of Jesus Christ of Latter-day Saints Treasury Management
April 17, 2025 April 2025 Luncheon- Controlling Costs Within Treasury
February 20, 2025 February 2025 Luncheon- Market Update & Conditions of Economy
January 16, 2025 January 2024 Luncheon- Commercial Real Estate Update
November 21, 2024 November 2024 Luncheon Joint Discussion- Top Issues for Businesses and Practitioners
October 21, 2024 October 2024 Service Activity- Utah Food Bank
September 19, 2024 September 2024 Luncheon- Geopolitical Risk
August 29, 2024 August 2024 Social Activity- Top Golf Midvale
May 16, 2024 May 2024 Breakfast- Speed Round: Market Forecast, Economic Conditions, Regulatory Reform, Cash Flow Forecasting, Investment Guidelines
April 18, 2024 April 2024 Luncheon- Payments: A to Z
March 28, 2024 March 2024 Luncheon- Artificial Intelligence (AI)
January 18, 2024 January 2024 Luncheon- Economic Update
November 16, 2023 November 2023 Luncheon- Liquidity in an Uncertain Landscape- A Panel Discussion
October 18, 2023 October 2023 Volunteer Event at Utah Food Bank
September 21, 2023 September 2023 Luncheon with Helen Raleigh- Are You Prepared for Geopolitical Risk?
July 20, 2023 July 2023 Breakfast Meeting- Cybersecurity and Cybercrimes
June 13, 2023 June 2023 Bonus Event at Top Golf
May 18, 2023 May 2023 Luncheon with the UT State Treasurer - ESG: Progress or Problem
March 16, 2023 March 2023 Luncheon Event- Crypto and Blockchain: What You Should Know
January 19, 2023 January 2023 Kick Off Luncheon Event - Economic Update
November 17, 2022 November 2022 Luncheon Event - Forever Changed – Together Towards Tomorrow

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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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