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The TBAFP has structured its meetings and the dates to best accommodate its
members and boost attendance. These dates are listed below. If you would like to
be added to our
e-mail distribution list, please contact
Teresa Bunn.
2008 Meeting
Dates:
2009 Meeting
Dates:
Friday, November 7, 2008; Breakfast will be served:
- Location:
Feather Sound Country Club ,
2201 Feather Sound Drive, Clearwater, FL 33762
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Time: 8:30 a.m. to 12:00 p.m. - Meeting will begin promptly at 9:00 a.m.
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This is a two (2) CTP credit meeting.
Craig Saxer, CPA, CCM, SVP of Sales Development for PNC Bank
Appraising Treasury Workstations: A Practical Approach to Selection & Implementation
- Treasury Workstations ("TWS") have become much more prevalent with the requirements of Sarbanes-Oxley and the continuing pressures on Treasury staff resources.
- This session will explore a large and diverse corporation's experiences in determining the right workstation for them. A comparison of main features and functionality will be used as a means to overview what's out there today.
Objectives
- Understand the "drivers" behind the movement to treasury workstations
- Learn simple steps to evaluate whether a workstation is a practical solution for your organization
- Develop appropriate criteria and an analytical approach to evaluating workstations for your company
Craig S. “Sandy” Saxer has spent most of his 39-year career as a treasury professional and consultant to corporate treasuries. In his current assignment, he is responsible for sales opportunity development and treasury management’s strategic development focus on working capital services for clients and prospects.
Mr. Saxer graduated from Haverford College in 1969, with a B.A. in Economics, and is a Certified Public Accountant in the State of Pennsylvania. He also holds a permanent Certified Cash Manger (CCM) designation from the Association of Financial Professionals (AFP). He is a frequent speaker at AFP, Keenan-Flagler School of UNC and various regional treasury, accounting and credit associations. During 2007 he has spoken at an AFP Webinar on the Acquisition of Treasury Services anf Fraud Control at MTMA, TMANE, AFP-IN and at the annual AFP conference. He has also spoken on three separate occasions to the Western New York AFP group on various treasury trends. Mr. Saxer has authored several articles: “EDI: Data and Payments Issues”, Journal of Cash Management; “Advanced Cash Management Measurement techniques”, Corporate Cash Flow Magazine; “Improving Quality of Bank Relationships”, TMA Journal;
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Jim Moyer, Kick It Up Solutions
Tough Work - Managing Yourself as a Financial Professional
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- The questions you must answer
- What is important to you?
- What do you want to achieve in your life?
- Value of a Personal Mission Statement
- Writing a Personal Mission Statement
- Values that define you…
- Making good choices everyday
- Steps to Manage yourself
- Improving your imagination
- Build a healthy self image
- The power of your thoughts and words
- Strength comes from diversity
- Live to Give
- Choose to be Happy
Objectives
- Know how to develop personal mission statement
- Understand what values define each participant
- Learn the steps you must go through to Manage yourself effective
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- For seven years, Jim was the corporate training manager for a local community college. He conducted popular and successful coaching and training seminars for manufacturers, retailers, and health departments throughout the state of Florida. Prior to joining the community college, Jim spent most of his career in the Office Supply and Equipment industry, where he managed a business with 14 locations and 145 employees. He has combined his years of business experience along with his training experience to offer many services that will help you succeed
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Chris Scott , Technical Product Consultant, BB&T
Image Cash Letter
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- What is an Image Cash Letter
- Challenges of Paper Cash Letter
- Benefits of Image Cash Letter
- How Image Cash Letter Service Works
- Key Features
- Software Vendors
- Technical Requirements
- Eligible Checks
- Industry Stats
- Questions
Key Features
- mage quality analysis performed on all images
- Tiered, automated file processing acknowledgements that include file and item level status and provide error reasons
- Ability to process multiple cash letter deposits per file
- Secure transmission with a variety of options to send and receive files
- Online access to deposits and deposited items long term achieve
Chris Scott is a Technical Product Consultant for BB&T where he supports the Payment Solutions Group. His scope of responsibilities consists of supporting the Payment Consultants staff where treasury management products require technology solutions. Prior to joining BB&T, Chris was a Vice President and a Senior Technical Product Consultant for Bank of America Global Treasury Management. Chris Scott worked with fortune 500 companies domestically and overseas deploying and integrating technical treasury management solutions. Chris Scott has a Bachelor's Degree in Computer Science.
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Friday, March 6, 2009; Breakfast will be served:
- Location:
Feather Sound Country Club ,
2201 Feather Sound Drive, Clearwater, FL 33762
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Time: 8:30 a.m. to 12:00 p.m. - Meeting will begin promptly at 9:00 a.m.
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Speakers & Topics:
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- Steve Weiland, President, The Weiland Group
Friday, June 5, 2009; ANNUAL SEMINAR/FINANCIAL FORUM:
- Location:
Feather Sound Country Club ,
2201 Feather Sound Drive, Clearwater, FL 33762
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Time: 8:00 a.m. to 4:00 p.m. - Registration at 7:30 a.m.
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Registration: TBD; Registration will be on the Annual Seminar tab of this site.
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Become a member and save! See the
Membership
page for options and details.
The Tampa
Bay Association for Financial Professionals meets quarterly (three credits per
meeting). In June, we host an all day seminar, with the opportunity to earn at
least seven certified credits.
Please contact
the
Chief Information Officer,
if you are interested in attending a meeting, would like more information about
our meetings, or would like to be a speaker.
Meeting dues include earning your
certified CCM, CTP or CPE credit, breakfast, beverage, and
the opportunity to network. Meeting dues are due before the meeting
(online credit card payment-preferred, check or money order) . If you are not
submitting payment prior to the meeting, please arrive early to allow the
meeting to start on time. If your online payment is made less than 48 hours
prior to the event, please bring a copy of your online payment receipt to the
event.
$75
TBAFP Members
$90 Non TBAFP members
**Payment is due if
cancellation notice is not received within 48 hours prior to the
meeting/event, unless you are able to replace your reservation.
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