cafp | calendar of events

commonwealth association for financial professionals









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CAFP is a member of:

Website developed by Jeremy Gra


2008-2009 Meetings:

Most meetings are at:

Sun Trust Bank, Executive Dining Room

24th Floor

919 East Main Street

Richmond, Va 23219

 

CAFP meeting parking alternatives:

10th Street Deck; entrance between Cary & Canal on 10th- $3 per hour

Omni Parking-entrance right past 10th Street, in front of Omni -$3 per hour

Bank of America- entrance on Cary (across from Omni) $3 per hour

RMA- entrances on Canal, Byrd & 10th Street – this deck is between 9thth Street; Byrd & Canal - $3 per hour

Cost: Members Free           Non-Members $25

Thursday, September 18, 2008

Lunch: 12:30 p.m.

Speaker: Andy Bauer, Economist, Federal Reserve Bank 

Topic: Sub-Prime & Impact to MMarket funds, Commercial  paper etc.


October 16, 2008

Lunch: 12:30 p.m.

Speaker:Brad Demarco, Wachovia Securities

Topic: Consumer Bill Collections and Electronic Bill Presentment

 

Thursday, November 20, 2008

Breakfast: 8:00 a.m.

Speaker: Sassan Parandeh, Treasurer, Chritian Children's Fund

Topic: Foreign Corrupt Practice Act: The Global Treasury Role


Thursday, December 18, 2008

Lunch: 12:30 p.m.

Speaker: Jean McGowen & James Long, Evergreen Investments

Topic: Money Market Investments


Thursday, January 15, 2009

Breakfast: 8 a.m.

Speaker: Norman Robinson, Executive Director, EastPay

Topic: NACHA Update &International ACH


Thursday February 19, 2009

Lunch: 12:30 p.m.

Speaker: TBD

Topic: TBD

 

Thursday, March 19, 2009

Breakfast: 8 a.m.

Speaker: TBD

Topic: TBD


April 16, 2009

Lunch: TBD

Session I-TBD

Time: TBD

Speaker: TBD

Topic: TBD

Session II-TBD

Time: TBD

Speaker: TBD

Topic: TBD

Time: TBD

Speaker: TBD

Topic: TBD


May 21, 2009 (last meeting of the year)

Time: 12:30 p.m.

Speaker: TBD

Topic: TBD

 

 

 

 

2007-2008 Meetings

Thursday, September 20, 2007

Lunch: 12:30 p.m.

Speaker: Robert S. Bowman, Managing Director

Trusco Capital/Sun Trust

Topic: Sub-Prime & Impact to MMarket funds, Commercial  paper etc.


Cost: Members Free Non-Members $25


October 21-24, 2006

AFP National Conference, Boston


Thursday, November 15, 2007

Lunch: 12:30 p.m.

Speaker: Charles Hill, Merrill Lynch

Topic: Accelerated Stock Repurchase Programs


Thursday, December 13, 2007

Dinner: 5:30-9:30 p.m. Cocktails & Hors d'oeuvres

Speaker:Cathy Berg,J P Morgan

Topic: Check 21 and other Collection Methods

Location: Dominion Club, Glen Allen, VA 23059


Thursday, January 17, 2008

Lunch: 12:30 p.m.

Speaker:Ken Thompson,Citibank

Topic: Capital Market Updates


Thursday February 21, 2008

Lunch: 12:30 p.m.

Speaker: Aron Schneider, Bank of America

Topic: Credit Cards

Thursday, March 20, 2008

Breakfast: 8 a.m.

Speaker: From Royal Bank of Canada

Topic: Treasury in Canada


April 17, 2008 At Jefferson Hotel

Lunch: 12:15 pm Spring Training

Session I-By Wachovia

Time: 1:00 pm

Speaker: Kim Lloyd, Managing Director, Derivatives Marketing

Topic: Derivatives

Session II-By Wachovia

Time: 2:00 pm

Speaker: Doug Caldwell, VP Payable Consultant

Topic: Outsourcing Payables

Session III-

Time: 3:00 pm

Speaker: Kelly Pickerel, Senior VP, Short  Duration Investment Strategies

Topic: Short Term Investments


May 15, 2008 (last meeting of the year)

Time: 12:30 p.m.

Speaker: Norman Robinson, East Pay

Topic: ACH updates


2006-2007 meetings

Thursday, September 21, 2006
Lunch: 12:30 p.m.
Speaker: Neil Kerns, Managing Director
Deutsche Bank Securities, Inc.
Topic: Stock Buy Back Options
Parking Entrance is on Cary Street

Cost: Members Free Non-Members $25

October 15-18, 2006
AFP National Conference, Las Vegas

Thursday, November 16, 2006
Lunch: 12:30 p.m.
Speaker: Robert S. Bowman, Managing Director
Trusco Capital/Sun Trust
Topic: Liquidity Management

Thursday, December 14, 2006
Breakfast: 8:00 a.m.
Speaker:Stephen Lescohier, Senior VP Bank of America
Topic: Transformation of the Chinese Banking Industry to Its Currrent State

Thursday, January 18, 2007
Lunch: 12:30 p.m.
Speaker:Craig Vaream, VP Senior Product Manager (JP Morgan Chase)
Topic: The Changing Payment Landscape and Conversion of Paper to Electronics

Thursday, February 15, 2007
Lunch: 12:30 p.m.
Speaker:Robert Blackburn, Director, GTS Cash Management (Citibank)
Location:The Colony Club, 10 E. Franklin Street
Topic: Continuity of Business

Thursday, March 15, 2007
Breakfast: 8:00 a.m.
Speaker: Bryan Brown, Director, Global Foreign Exchange Sales, Wachovia
Topic: The Courage to Manage Your Currency Risk

April 23, 2007
Spring Training

Session I-Sponsored by BB&T
Time: 11:30 a.m.-12:20 p.m.
Speaker: Lane B. West,FSA, Senior Vice President
Stanley, Hunt, Dupree & Rhine
Topic: Am I My Brother's Keeper/Sharing of Retirement Plan Risk    

Session II-Sponsored by Genworth Financial, Inc.
Time: 12:30 p.m.-1:20 p.m.
Speaker: Kurt Vandebroek, SunGuard
Topic: Impact of SEPA
Session III-Sponsored by Philip Morris,USA
Time: 1:30 p.m.-2:20 p.m.

Speaker: Robert Carpenter, Richmond Federal Reserve
Topic: Economic Impact

May 17, 2007 (last meeting of the year)
Time: 12:30p.m.
Speaker: Norman Robinson,AAP,CTP, President, EastPay
Topic: ACH Update

2005-2006 Meetings:

Thursday, September 22,2005 (The Downtown Club)
Lunch: 12:30
Speaker: Terry Prince, Director
Topic: Cash Forecasting & Enhanced Returns

October:AFP Conference

San Antonio,Texas

Thursday, November 17,2005 (The Downtown Club)
Lunch: 12:30
Speaker: Taylor Hurt, Citi Group, New York
Topic: Financial Supply Chain

Sponsor for the December meeting: Wachovia

Thursday, December 15,2005 (The Downtown Club)
Lunch: 12:30
Speaker: Gene Cox,NBC 12
Topic: TBD

Sponsor for the January meeting: SunTrust

Thursday, January 19,2006 (The Downtown Club)
Lunch: 12:30
Speaker: Richard Richardson, Phoenix-Hecht
Topic: Cash Management 2006:Corporate Perceptions and Trends

Sponsor for the February meeting: Genworth

Thursday, February 16,2006 (The Downtown Club) Breakfast: 8:00
Speaker: Richard Oliver,EVP, Federal Reserve Atlanta
Topic: Consumer Payment Trends

Tuesday, March 21, 2006 (The Downtown Club)
Cocktails: 5:45 pm
Dinner: 6:30 pm
Joint Meeting with the Financial Executives Institute
Speaker: Dr. Anthony Chan, JP Morgan/Chase
Topic:The Real Estate Bubble

Parking: Parking is available under the building for $3.00.

Cost: Members: Free - Non-Members: $50.00

Thursday, April 20, 2006
Spring Training-BB&T

Location: The Commonwealth Club, W.Franklin St.

Time: 1:30 PM
Registration – Third Floor, “The Commonwealth Room”
2:00 PM
What’s Happening in Payment Systems
Marshall E. (Woody) Tyner, Jr.
Senior Vice President, BB&T Payment Systems Strategist
2:50 PM
NACHA’s Risk Management Framework – A Practical Approach to Protecting the Network
Daniel L Miner, CTP
Senior Director, NACHA Risk Management
3:40 PM
Break
4:00 PM
Lessons Learned in a Sarbanes-Oxley Review
Rodney C. Elser
Core Consulting, Inc.
4:50 PM
Panel Discussion – All Presenters
Questions & Answers
5:30 PM
Reception
6:30 PM
Adjourn

The Commonwealth Club’s complimentary parking is located both behind the building and another lot just to the east. The entrance to the lot is accessible from E. Main Street (one way west) via right turn into the lot, or from W. Franklin Street (one way east) turning right onto Monroe Street to the lot.

Sponsor for the May meeting:Philip Morris,USA

Thursday, May 18th,2006
Lunch: 12:30
Speaker: Blake Auchmoody,Director,TSA, Treasury Controls and Credit

Topic: "Credit and Cash Collections"

Date: Thursday, May 18, 2006

New Location:
SunTrust Executive Dining Room
SunTrust Bank
919 East Main Street
24th Floor
Richmond, VA


Time: 12:30 Lunch

Parking: Parking entrance is off Cary Street
Parking is covered by SunTrust

Cost: Members: Free - Non-Members: $25.00

 

 

2004-2005 Meetings:

Thursday, May 19,2005
Luncheon: 12:30 PM
Speaker: Rossana Salaris, SVP
Electronic Payments Network, New York
Location: Downtown Club


Friday, April 15, 2005
Spring Training-Hosted by Sun Trust
Time: 1:00 PM-5:00 PM followed by reception
Speakers/Topics:
*Allen Gayle,Economist,Trusco Capital Mgmt
Economic Update
*David E.Beck,VP,Federal Reserve Bank
Check 21,6 months later
*George Sullins,Image Tech & Bus
Consultant,Viewpoint
Check Image Share
*Geoff Dean,SVP,SunTrust Bank Card
Card Trends & Technology
Location: SunTrust Headquarters
919 E. Main Street, 4th Floor Auditorium
Parking: Reserved in the deck under the building.
Tickets will be validated at the meeting.
Cost: Free

Tuesday, March 15,2005- Joint Meeting with FEI
Cocktails 5:45/Dinner 6:30 Cost:$50.00
Speaker:Mark Mahar, Assistant Chief Accountant SEC
Topic: SEC Update
Location: Richmond Downtown Club

Friday, March 4,2005
Lunch:12:30 PM
Speaker:Congressman Eric Cantor (VA-07)
Topic:Congressional Update
Thursday,January 20,2005
Lunch:12:30 PM
Speaker:Mike Paulette CCM, Core Consulting
Topic:Building Partnership Through RFP'

Thursday, December 16,2004
Lunch:12:30 PM
Speaker:Jerry Wainwright Head Men's Basketball Coach-UR
Topic:"Rules are not Understandings"

Thursday,November 18,2004
Speaker: Mr. Ray Owens VP and Chief Economist-Federal Reserve Bank
Dinner:6:30 PM
Topic:Economic Update

Thursday,October 21,2004 (The Dowbtown Club)
Lunch:Noon
Speaker:Mr.Robert B.Newman,Deputy Assistant to Governor for Commonwealth Preparedness
Topic:Working with Homeland Security for Safer Virginia

Thursday, September 16, 2004 (The Downtown Club)
Dinner:6:30
Speaker:Todd Balsbaugh,Executive Director, VA Home for Boys and Girls
Topic:Financing a Non-Profit Organization

2003-2004 Meetings:

Thursday, September 18, 2003 (The Downtown Club)
Dinner: 6:30
Speaker: Jack Christian, Controller, VA DMV
Topic: The DMV: E-Business Takes on a Whole New Meaning

Tuesday, October 21, 2003 (The Downtown Club)
Lunch: 12:30
Speaker: Jody Wagner, State Treasurer
Topic: Unclaimed Property Act & other State Treasurer's responsibilities

Thursday, November 20, 2003 (The Downtown Club)
Dinner: 6:30
Speaker: C.T. Hill, President & CEO, SunTrust Mid-Atlantic
Topic: Banking in the the 21st Century

Thursday, December 18, 2003 (The Downtown Club)
Cocktails & Heavy Hors d'oeuvres: 5:30
Christmas Party
No Program

Thursday, January 22, 2004 (The Downtown Club)
Luncheon: 12:30 pm
Speaker: Randy Cost, SVP Morgan Keegan, Bus. Analyst WWBT Ch. 12
Market Outlook 2004

Thursday, February 26, 2004 (The Downtown Club)
Luncheon: 12:30 pm
Mark Kildruff, Executive Director of Virginia Economic Development
Partnership
"Overview of Virginia's Economy"

Tuesday, March 16, 2004 (The Downtown Club)
Cocktails: 5:30 pm
Dinner: 6:30 pm
Joint Meeting with the Financial Executives Institute
Larry Sabato, Founder and Director of the University of Virginia's Center for
Politics
Mark Bowles and Eric Finkbeiner of McGuire-Woods Consulting, LLC
Topic: Legislative and Political Update

Thursday, April 15, 2004 (Omni Hotel)
Spring Training, sponsored by Wachovia
Program beginning at 1:00 pm, Registration at 12:30
The program will conclude with cocktails and hors d'oeuvres
Keynote: Ranjana Clark, EVP, Wachovia Bank
NACHA Update: Dan Miner, Senior Director, NACHA
Check 21 - Check Clearing for the 21st Century
Joe Cornelius, VP, Wachovia Bank
ARC - A True Story: Steve Winston, Treasury Operations Manager, Capital One
Financial

Thursday, May 20, 2004 (The Downtown Club) - Last meeting of the year
Cocktails: 5:30 pm
Dinner: 6:30 pm (Speaker to follow)
Speaker: Mark Hubbard, Media Specialist & PR Officer, Virginia Credit Union
(formerly with WWBT 12)
Topic: PR & Financial Institutions
Cost: $25 members / $35 non-members