Quarterly Meeting

Our next meeting is March 14, 2025

Please join us at 11:30 for our first quarter meeting featuring these speakers:

Brian Weakliam, Founder and CEO of Bankhawk- "Understanding bank profitability and how it impacts your role"

Dave Strand, Senior Director and Relationship Manager from Redbridge DTA- "Hidden cost of bank fees"

Jennifer Kelly, Director of Customer Development from Treasury Curve- "Treasury optimization through automation, aggregation, analysis and action"

Location: The Conference Center at Corporate Center III, Suite 140, 4221 W. Boy Scout Blvd, Tampa 33607

Thank you to our meeting sponsor:

 Thank you to our location sponsor:

Approved for up to 3.6 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.  

Approved for up to 1.2 FPAC recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.