2021 Quarterly Meetings

 

 September 17, 2021

Employee Benefit Strategies and the Cyber Insurance Market
Mike Meredith, Executive Vice President, Lockton Companies
Anthony Dagostino, Executive Vice President & Global Cyber and Technology Practice Leader, Lockton Companies
J. Erik Toerge, Vice President, Employee Benefits, Lockton Companies
Payments: State of the Union
Glenn A. Davis, AOCSC, Vice President, Solutions Advisor, PNC Bank
Addie Keeter, CTP, APPSC, AOCSC, Vice President, Solutions Advisor, PNC Bank
Exploring RPA
Brian Stitt, Senior Manager, Actualize Consulting
Kyle Olovson, Manager, Actualize Consulting

 

Approved for up to    2.0 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
 
Approved for up to   3.0  CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

2020 Quarterly Meetings

December 11, 2020

How now to FedNOW with an ache in my ACH! 
By Kevin Olsen, SVP Payments Solutions, Vsoft Corporation “Payments Professor”  

Are you Prepared to Combat Cyber Threats and Risks? 
Co-Presented by Mike Kelley, FVP Business Information Security Officer, Truist & Allen Trammell III , Business Insurance Agent, McGriff Insurance Services, Inc.

How to stop the spread of Faster Fraud!
By Kevin Olsen, SVP Payments Solutions, Vsoft Corporation “Payments Professor”

Approved for up to    2.0      FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
 
Approved for up to    3.0     CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

 

 

October 23, 2020
via Virtual Platform...details to follow



 March 6, 2020

Topic: 10 Critical Questions to Ask When Evaluating Your Retirement Plan
Presented By: Nate Penha - Tampa Account Representative, Mutual of America


Topic: Quality and Finance: Enablers to Business Effectiveness
 Presented By: Patrice JC Nedelec - Formerly Quality Assurance and Regulatory Affairs at Greenway Health


Topic: Automation Gets the Job Done
Presented By: Steve Allen -  CEO at DocuPhase 
 
 

Registration:  11:30am - 11:55am
Lunch: 11:40am - 12:10pm
Sessions: 12:10pm - 3:15pm

Kforce Corporate Headquarters
1001 East Palm Avenue 
Tampa, FL 33605

 

Approved for up to   3.0 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Approved for up to  3.0 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.