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Event Calendar

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

 

Upcoming events

    • January 20, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 13
    Register

    Gratitude is Always the Answer:

    Addressing Stress, Burnout, and Happiness

    Using her experience as a corporate leader for over 16 years, Kerry Wekelo shares her passion for creating thriving organizational cultures with a course based on her successful Infusion program. This session delivers actionable tools and strategies to enhance communication, increase productivity, foster employee engagement, and create a culture of mutual respect through a lens of gratitude. Kerry shares real-life, tried-and-true examples of gratitude-infused activities and practices implemented at Actualize Consulting, where she acts as Chief Operating Officer. As a part of a firm that has been remote in some capacity since its inception in 2003, Kerry’s tips will bring your team together and help cultivate a more peaceful and inspired life - virtually, in-person, and as you navigate a hybrid work environment. 

    Objectives:

    • Learn easy, actionable tips to infuse gratitude throughout your organization
    • Incorporate mindful strategies for diffusing tension and establishing healthy communication in times of conflict
    • Create a balanced lifestyle to ensure a high-capacity life, strengthening relationships with your team
    • Create consistency in your leadership by setting an example
    • Adapt your leadership style to foster connection in a virtual environment
    • Integrate exercises and tools that provide game-time pivots for challenges and bring your team closer together


    ______________________________________________________________________________________


    Presented by

    Actualize Consulting Profile


    Kerry Wekelo, MBA

    Chief Operating Officer

    Actualize Consulting



    KERRY WEKELO, MBA, is the Chief Operating Officer at Actualize Consulting, a financial services firm. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, FORTUNE Best Small & Medium Workplaces™, and Best and Brightest ELITE National Winner in Communication and Shared Vision category. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.


    • February 24, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 26
    Register

    The End of Libor: 

    Impacts, Implications and A Path Forward

    The transition from LIBOR to SOFR took place at the end of 2021, but many market participants remain unclear about the level of risk that converting existing contracts might pose, and are unsure about engaging new business with recommended replacement rates.

    Join key industry leaders as they share their insights on this timely topic, and explore implications across a range of financial industries.

    More details to come.


    • March 24, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 27
    Register

    Women in Payments: Forging a Path to Parity

    In honor of Women's History Month, join industry leaders as we explore a key question:

    How can women further their advancement in the historically male-dominated finance and technology industries and what can corporates collectively do to ensure a healthy, equal and diverse workforce?

    In this session, Payments and Treasury executives Tammy Petro,  Ella Wood and Beatriz Saldivar will discuss how diversity and inclusion initiatives are reshaping the payments, banking and fintech industries; how women empowerment initiatives like Women on the Move and Women in Payments are creating a seismic shift for women in their careers and for women-owned businesses as well; and finally share valuable skills and mentorships that empowered their career trajectories. You won't want to miss this dynamic session.

    _______________________________________________________________________________________

    Presented by

    full profile image

    Tammy J. Petro

    Executive Director

    Wholesale Payments Innovation

    J.P. Morgan Chase 

    Tammy Petro leads a global team responsible for Partnerships & FinTech Engagement for the Wholesale Payments business within J.P. Morgan's Corporate & Investment Bank. The WP Innovation team engages externally with clients and FinTech partners to accelerate the development of disruptive new products and services.

    Tammy joined J.P. Morgan in 2018 from Standard Chartered Bank where she established the firm's eXellerator innovation labs throughout EMEA and APAC which were created to spearhead digital innovation & collaboration globally. While there she led cross industry initiatives with leading technology and financial services companies. Prior to Standard Chartered Tammy was with Westpac Group, where she led product development of the award winning LOLA and BT Panorama platforms. In the prior 15 years, Tammy co-founded, invested in, and has served as a board advisor for a number of technology start-ups.

    Tammy is a skilled design thinking facilitator trained at Stanford University and earned a MFA & BA from the University of Iowa.


    full profile image

    Ella Wood

    Executive Director

    Global Liquidity Product Solutions Specialist

    J.P. Morgan Chase

    Ella is an Executive Director on J.P. Morgan's Global Liquidity Solutions team, based in Los Angeles, California. She is Head of Core Middle Market Liquidity PSS and leads a team that is responsible for the management of the global liquidity portfolio and delivering liquidity solutioning and investment product solutions for Middle Market & Specialized Industries.

    Ella has 18 years of banking and finance experience with a background in public accounting. She joined J.P. Morgan Chase in 2014 holding roles in Finance and Planning, Reporting & Analysis before joining the Global Liquidity Solutions team.

    Ella is deeply involved and a leader in JPMorgan Chase's Diversity & Inclusion initiatives including roles as Co-Chair for the Women on the Move California Chapter, D&I Champion for Wholesale Payments Product Delivery Team, member of the Market Leadership Team D&I Committee and People Pillar Champion Lead for the D&I Committee. She serves on the Board of Directors as well as Development Committee Chair for Beauty Bus Foundation. She also volunteers as a Court Appointed Special Advocate for CASA/LA. Ella is passionate about empowering women and girls to succeed in their personal and professional lives.

    Ella earned her Bachelor of Science and Masters in Accounting from the University of Missouri Columbia. In her free time she is an avid runner and triathlete and currently resides in Santa Monica, California with her two rescue beagles.



    Beatriz Saldivar

    Global Payment, ERP & Treasury Advisor

    Kyriba

    Beatriz Saldivar brings over 20 years of experience as a multinational corporate treasurer, consultant and global payment expert. Bringing valuable expertise as a multinational corporate treasurer, implementing and operating global Fortune 100 & 500 corporate treasury centers, in-house banks and share service centers. She has solid experience with global payment ecosystem, emerging services, financial products, settlements platforms/gateways. Beatriz is an integral contributor to the Federal Reserve Payment Task ForceFedNow and a founding member of the U.S. Faster Payments Council (FPC) advancing Faster Payments/Real-Time Payments/Instant Payments.

    She also is a Certified Treasury Professional (CTP). Member of the Board of Directors of the Austin AFP, previous Board of Directors of the Dallas AFP and Fort Worth AFP. Active contributor & speaker with the AFP Conference, AFP Regional Conferences, TEXPO Conference, Windy City and various treasury & payments conferences. 




    • April 28, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 27
    Register

    BEC, VEC, Check...What the Heck??

    BEC scams (Business Email Compromise) continue to explode and are being augmented by VEC scams (Vendor Email Compromise) which target an organization’s vendors, not the organization itself. BEC scams are often paired with wire fraud, payment diversion, and account takeovers. Interestingly, BEC scams now integrate old-school check fraud. Fraud shifts between payment methods, but is not going away! Its scope expands astronomically through the integration of social engineering, technology, and payment systems old and new.

    Attendees will understand how BEC, VEC, and check fraud scams play out, and will develop straight-forward, proactive controls to protect their organizations from fraud.

    Presented by

    SAFEChecks - Logo


    Greg Lister

    President & CEO

    SAFEChecks



    Greg Litster is President and CEO of SAFEChecks, a company specializing in fraud prevention.  Mr. Litster is a former 18-year banker who held various executive-level positions in banking prior to acquiring SAFEChecks from a California business bank in 1996.  SAFEChecks manufactures business and personal high-security checks designed by Frank Abagnale, and also offers fraud-prevention software, educational seminars, and expert witness and consulting services. 

    Mr. Litster is Editor of Frank Abagnale’s Fraud Bulletin, and has written numerous articles for publications such as AFP Exchange, American Payroll Association, American Land Title Association, and Sheshunoff’s Corporate Cash Management  Manual.  He has given fraud prevention seminars to hundreds of financial and professional organizations across the USA, and has extensive experience as an expert witness, serving on several national and international check fraud and embezzlement cases.

    Mr. Litster earned a Bachelor of Science in Economics and an MBA in Finance, both from Brigham Young University.



    • May 19, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 28
    Register

    Effective Bank Account Structure: Not a One-Size-Fits-All Approach??

    Gain insight into different types of account structures and common structure rationale, as well as the impact of account structure on various internal departments, and learn strategies for evaluating the efficiency of your current account structure.


    --------------------------------------------------------------------------------------------------

    Presented by

    PNC Bank Logo - Orlando Science Center

    Scott Hogate, CTP, APPSC & AOCSC

    Senior Vice President

    Treasury Solutions Group

    PNC Bank

    Scott Hogate joined the Treasury Solutions Group in March 2016 after spending time as a PNC Sales Officer and an independent Treasury & Financial Consultant. Prior to joining PNC, Scott had recently finished a consulting engagement at Universal Services of America (Security). He was hired to identify, analyze and design a traditional treasury function which included bank, account and service justification, the development of a cash forecast as well as process improvements including the cash conversion cycle. 

    Previously, Scott was the Assistant Treasurer at 99 Cent Only Stores (Retail), Treasury at DDi Corp (Manufacturing), Consltant at Guthy-Renker (Sales Marketing), Assistant Treasurer at Abbott Medical Optics (Medical Device) and other Financial positions. 

    Scott graduated from the University of Redlands with a Master's Degree in Business Adminstration and an undergraduate degree from Chapman University with majors in Finance and Economics. Scott has more than twenty years of practitioner experience in Treasury including earning his Certified Treasury Professional (CTP) and Certified Order-to-Cash & Procure-to-Pay Specialist designations. He is based in Orange, CA. 


    • June 02, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 27
    Register

    San Diego Regional Economic Update

    Ray Major, Chief Data & Analytics Officer of San Diego Association of Governments (SANDAG) will present a general economic update with a specific focus

    on the San Diego region.


    Presented by


    Ray Major

    Chief Data & Analytics Officer

    San Diego Association of Governments (SANDAG)

    As the Chief Economist and Chief Data and Analytics Officer for SANDAG, Ray Major leads the Office of Data Science and Analytics. He is responsible for agency-wide utilization of empirical information as a regional asset.

    Ray supports many regionally significant initiatives including the 2021 Regional Plan (5 Big Moves); the San Diego Grand Central Station and Airport Connectivity project; and the Otay Mesa East Port of Entry project.

    Ray has over 20 years of private sector experience as a senior executive serving in a variety of leadership roles in private industry including Senior Vice President and Chief Marketing Officer at Nielsen and CEO at Halo Business Intelligence where he focused on data, analytics, and business intelligence applications to help fortune 500 companies gain insights and make better use of data through advanced analytics.

    Ray is currently serving as a San Diego County East County Economic Development Council Board member; an Industry Fellow for the Halicioğlu Data Science Institute (HDSI) Industry Fellows Program, University of California, San Diego; and a member of the San Diego Union Tribune Econometer Panel. He holds a Master of Arts and Bachelor of Arts in Economics from
    San Diego State University.





    • July 07, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 27
    Register

    Nacha Rule Changes

    Lots of little changes have a cumulatively large impact on ACH Originators.   Join us as a Senior Director from the Nacha organization shares a 2022 network update, with a focus on the impacts to payments over the last 18 months, and a look at upcoming changes we can expect in the next year.




    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.




    • August 18, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 27
    Register

    ISO for Crypto:

    Which Cryptos Are ISO-Compliant and Can Be Used by Banks?


    ISO (International Organization for Standardization)  is a non-governmental global organization based in Geneva, Switzerland. ISO develops international standards for industrial, commercial, and proprietary use. If an ISO standard is established, virtually all financial institutions in the world adopt it. An ISO code for cryptocurrencies could facilitate global mainstream adoption more than any other action.

    More details to come.


    • September 15, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 27
    Register

    Leveled-Up Leadership:

    Meaning, Belonging, and Collaboration for Employee Engagement and Organizational Excellence

    Once thought of as a "soft skill," creating meaning and belonging within an organization is now considered a "power skill." These elements intertwine and directly elevate employee engagement. The “Great Resignation” is both a reflection of and is fueled by low employee engagement. Strategies of genuine collaboration, beyond being "the right thing to do," combine with the qualities of meaning and belonging to stimulate employee engagement and organizational excellence, which directly and positively impact the bottom line.

    Together we will explore the latest research in the field of positive organizational scholarship as it relates to meaning, belonging, and collaboration. Attendees will acquire science-backed and evidence-based strategies for organizational well-being, and will learn how to create conditions for optimum creativity and flexibility in meeting current and future challenges.

    _______________________________________________________________________________________

    Presented by


    Robin Litster Johnson

    Owner

    Robin Learning Systems


    As a resilience and well-being advisor and fraud prevention expert, Robin teaches and inspires organizations to become more Humane, Ethical, and Resilient. She has taught organizational resilience and leadership skills at AFP, NYCE, and ALTA. Robin works with SAFEChecks and is the primary Editor of Frank Abagnale's The Fraud Bulletin.  


    https://robinlearningsystems.com/



    • October 27, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 27
    Register

    Open Banking:

    What It Is, How it Works and What it Means for the Future of Banking


    Open banking is a financial services term as part of financial technology that refers to the use of open APIs that enable third-party developers to build applications and services around financial institutions. Greater financial transparency options for account holders ranging from open data to private data are created as a result.  Learn more about this quickly-evolving field from both banking and technology perspectives.

    More details to come.


    • November 17, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 29
    Register

    Developing a Strategy for Faster Payments

    As the U.S. forges into a new era of Payments, it seems to be all about making them faster.  There are several options, which can be confusing.  Real-Time Payments, multiple P2P applications, and even evolving changes with Same Day ACH.  Which do you use?  And when?  During this session, we will discuss the need for a Faster Payments Strategy to help you better determine which tools to use based on the needs of your accountholders.



    Presented by



    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    Wespay

    As SVP of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever-changing payments landscape.

    John came to WesPay with over 20 years of banking experience and has held positions in Retail Banking, Corporate Training and Development, Information Systems and Treasury Management. Before coming to WesPay, he dedicated the previous 14 years of his career to the Payments arena as a Product Manager for Electronic Payments covering ACH, EDI, Remote Deposit and Emerging Payment Technologies.

    John holds the AAP, APRP and NCP accreditations and lectures frequently on payments topics including industry trends, legal issues, emerging technologies, audit considerations, compliance and risk.

    • December 08, 2022
    • 12:00 PM - 1:00 PM
    • Zoom
    • 26
    Register

    San Diego Regional Economic Update

    Ray Major, Chief Data & Analytics Officer of San Diego Association of Governments (SANDAG) will present a general economic update with a specific focus

    on the San Diego region.


    Presented by


    Ray Major

    Chief Data & Analytics Officer

    San Diego Association of Governments (SANDAG)

    As the Chief Economist and Chief Data and Analytics Officer for SANDAG, Ray Major leads the Office of Data Science and Analytics. He is responsible for agency-wide utilization of empirical information as a regional asset.

    Ray supports many regionally significant initiatives including the 2021 Regional Plan (5 Big Moves); the San Diego Grand Central Station and Airport Connectivity project; and the Otay Mesa East Port of Entry project.

    Ray has over 20 years of private sector experience as a senior executive serving in a variety of leadership roles in private industry including Senior Vice President and Chief Marketing Officer at Nielsen and CEO at Halo Business Intelligence where he focused on data, analytics, and business intelligence applications to help fortune 500 companies gain insights and make better use of data through advanced analytics.

    Ray is currently serving as a San Diego County East County Economic Development Council Board member; an Industry Fellow for the Halicioğlu Data Science Institute (HDSI) Industry Fellows Program, University of California, San Diego; and a member of the San Diego Union Tribune Econometer Panel. He holds a Master of Arts and Bachelor of Arts in Economics from
    San Diego State University.





Past events

December 09, 2021 SANDAG Presents: San Diego Regional Economic Update
October 21, 2021 The Environmental Social Governance (ESG) Reporting Landscape: Today and Tomorrow
September 16, 2021 Cash Forecasting: Keeping it Simple and Accurate
August 12, 2021 Real Time Payments: The Advent of Earned Wage Access and its Impact on the Finance Industry
July 08, 2021 Nacha Rule Changes
June 03, 2021 SANDAG Presents: San Diego Regional Economic Update
April 29, 2021 Cybersecurity in the Age of COVID-19: New Trends in Fraud and How to Protect Yourself
March 25, 2021 Cryptocurrency: The New Gold Rush?
February 18, 2021 PPP Update: What's New & What to Expect from Round 2
January 21, 2021 Updating Our Diversity Vocabulary for 2021
December 03, 2020 SANDAG Presents: San Diego Regional Economic Update
November 19, 2020 IS THE BLACK SWAN OUR NEW NORMAL? COMMODITIES RISK MANAGEMENT IN A PANDEMIC
October 29, 2020 Nacha Rule Changes
October 14, 2020 2020: The Rise of the Business Email Compromise
September 24, 2020 How Much Cash Will We Have: Perfecting the Cash Forecast
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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