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Event Calendar

Please check back frequently to find out about the latest events!

 

Upcoming events

    • September 24, 2020
    • 12:00 PM - 1:00 PM (PDT)
    • Zoom
    • 23
    Register

    How Much Cash Will We Have:  Perfecting the Cash Forecast

    This session will highlight:

    ✓ The 'What' and 'Why' of Cash Forecasting

    ✓ How effective forecasting makes treasury a more strategic partner


    ✓ Building the cash forecast using multiple data sources

    ✓ The importance of measuring forecast accuracy

    ✓ The role of spreadsheets in forecasting

    ✓ Techniques to improve the accuracy of forecast projections




    Presented by


    Bradford Pease, Solutions Engineer

    Bradford, has Three years experience in Treasury technology specifically around the benefits that automation and compliance can bring to corporates.  Prior to Treasury,  he oversaw the finance and sales team for a private boat building company in Massachusetts. After three years of growth and cumulative success, Bradford was drawn towards treasury management and the efficiencies technology could bring in this sector.  


    • October 14, 2020
    • 12:00 PM - 1:00 PM (PDT)
    • Zoom
    • 27
    Register

    2020: The Rise of the Business Email Compromise (BEC)


    Has or your organization recently become a victim of a BEC? What is BEC, why should you care, and how can you protect your organization from an attack? Business email compromise (BEC) or email account compromise (EAC) is currently one of the most common, financially damaging online crimes that face all companies daily. It exploits the fact that everyone in your company relies on email to conduct business—both personal and professional.




    Presented by




    Cory Bratts, Senior Manager, Treasury Services

    Cory Bratts is a Senior Manager of Treasury Services at Morgan Franklin. He joined MFC in 2020 as a Treasury Advisor to the firm’s clients. As a leader of Treasury Services, Cory will help drive various finance transformations, industry leadership, and teams in development roles, with over ten years of experience from strategic planning, design, and implementation of large-scale change initiatives and systems projects in finance and treasury space.  Cory has advised and executed large scale transformations projects, system implementations for many of the world’s most successful companies across consumer products, Automotive, Energy, Financial Services, Healthcare, Public Sector, and Technology Industries.


    • October 29, 2020
    • 12:00 PM - 1:00 PM (PDT)
    • Zoom
    • 27
    Register

    Nacha Rule Changes

    Lots of little changes have a cumulatively large impact on ACH Originators. In the first half of this year the Same Day ACH limit increased to $100K and Nacha began to provide greater detail data on unauthorized returns. In the first half of next year, we can expect to see an enhanced requirement around fraud detection for online debit originators, a later deadline for Same Day ACH, and enhanced data security requirements for large originators, TPSes and TPSPs. 




    Presented by



    Amy Morris, NACHA

    Amy Morris is a Senior Director of ACH Network Rules at Nacha, where she leads and participates in multiple working groups that address issues in the payments industry. In addition to collaborating with industry participants on changes to operating Rules, she also assists in educational activities and provides rule and operational guidance to participants.  Amy has over twenty-two years of experience in the financial services industry, specialized in electronic payments, previously working at Navy Federal Credit Union, FIS, and Visa.




    • November 19, 2020
    • 12:00 PM - 1:00 PM (PST)
    • Zoom
    • 27
    Register

    IS THE BLACK SWAN OUR NEW NORMAL? 

    COMMODITIES RISK MANAGEMENT IN A PANDEMIC


    Black Swan events are usually considered extreme outliers. But over the last few years, outlier’s have become more regular. With #energy and #commodity prices at a low point during the pandemic, what lessons can we learn from the past? What are some commodity risk management best practices? How does technology help? What implications are there for trade finance for commodity intensive corporates? 


    Presented by



    Mark O'Toole, Commodity & Treasury Solutions

    Mark O’Toole works for FIS’s Capital Market’s commodity and energy risk solutions. O’Toole was previously head of sales & marketing for treasury solution platforms Cashforce & Trovata.io & spent eleven years at OpenLink Financial (now part of Ion Group) where he helped establish the commodities & treasury solutions group globally. Mark is a regular speaker at EuroFinance and at numerous other industry conferences. Regularly quoted in the Wall Street Journal & trade press. He also worked for SunGard Energy and RiskMetrics (now MSCI).


    • December 03, 2020
    • 12:00 PM - 1:00 PM (PST)
    • Zoom
    • 27
    Register

    San Diego Regional Economic Update


    Dr. Stephanie Guichard of the San Diego Association of Goverments (SANDAG) will present a general economic update with a specific focus

    on the San Diego region.




    Presented by



    Stephanie Guichard (Ph.D), Senior Economist

    Dr. Guichard is a senior economist at SANDAG, the Association of Governments that serves as the forum for regional decision-making for the San Diego region. In this role, she leads the development of economic models and analysis in support of regional policies, plans and programs. Prior to joining SANDAG in 2019, Dr. Guichard taught Economics as a lecturer at the University of San Diego and UC San Diego while working as an independent economic consultant. Dr. Guichard also worked as a senior economic policy adviser at the OECD from 2002 to 2016 as well as an economist at the IMF, the French Treasury and Societe Generale. She holds a Ph.D. in Economics from the University of Bordeaux (France). She has published economic research on a wide range of issues including international capital flows, labor market and fiscal policy issues.


Past events

September 03, 2020 ERP Migrations: A Unicorn Opportunity for Corporate Treasury
August 26, 2020 Alternative Sources of Capital and PPP Forgiveness
August 06, 2020 Stephanie Guichard, SANDAG - Current & General Economic Update
June 24, 2020 The Resilient Organization: Beyond Surviving to Thriving
March 18, 2020 March 18th AFP SD Luncheon
January 15, 2020 Association for Financial Professionals of San Diego Lunch Event
December 12, 2019 AFPSD Holiday Event, Thursday, December 12
October 17, 2019 AFP of San Diego, Thursday, October 17 Luncheon
September 19, 2019 2019 AFPSD Treasury Symposium
August 15, 2019 AFP San Diego 2019 Summer Networking/Social Event
June 20, 2019 AFP of San Diego, Thursday, June 20 Luncheon
May 16, 2019 AFP of San Diego, Thursday, May 16 Luncheon
March 21, 2019 AFP of San Diego, Thursday, March 21 Luncheon - Unclaimed Property for Financial Professionals
January 17, 2019 AFP of San Diego, Thursday, January 17th Luncheon
December 06, 2018 AFP of San Diego, Thursday, December 6th Holiday Luncheon
October 18, 2018 AFP of San Diego, Thursday, October 18th Luncheon
September 13, 2018 2018 AFPSD Treasury Symposium
June 21, 2018 AFP of San Diego, June 21st Luncheon
May 17, 2018 AFP of San Diego, May 17th Luncheon
March 22, 2018 AFP of San Diego, March 22nd Luncheon
February 08, 2018 AFP of San Diego, February 8th Luncheon
December 07, 2017 AFP of San Diego, Thursday, December 7th Holiday Luncheon
September 21, 2017 2017 AFPSD Treasury Symposium
August 17, 2017 AFP of San Diego, August 17th Luncheon
June 22, 2017 AFP of San Diego, June 22nd Luncheon
May 18, 2017 AFP of San Diego, May 18th Luncheon
March 16, 2017 AFP of San Diego, March 16th Luncheon
January 26, 2017 AFP of San Diego, January 26th Luncheon
December 08, 2016 AFP of San Diego, December 8th Holiday Networking Luncheon
October 20, 2016 AFP of San Diego, October 20th Luncheon
September 15, 2016 2016 AFPSD Treasury Symposium
June 23, 2016 AFP of San Diego, June 23rd Luncheon
March 17, 2016 AFP of San Diego, March 17th Luncheon
January 21, 2016 AFP of San Diego, January 21st Luncheon
December 09, 2015 2015 AFPSD Annual Holiday Luncheon
October 29, 2015 AFP of San Diego, October 29th Luncheon
September 24, 2015 32nd Annual AFP of San Diego Fall Conference
June 25, 2015 AFP of San Diego, June 25th Luncheon
May 14, 2015 AFP of San Diego, May 14th Luncheon
March 12, 2015 AFP of San Diego March Luncheon
January 22, 2015 AFP of San Diego, January 22nd Luncheon
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