Important Upcoming Events!

Who should attend?

Philly AFP members and their guests or other non-members interested in earning certification or re-certification credits in treasury, finance, accounting and related fields.

Participating in our monthly events including our premier events like our annual Trea$ury Initiatives conference allows members and non-members alike the opportunity to meet industry peers, experts, and thought leaders.

The venues we select are within a reasonable distance of our membership area and provide great services and amenities. We pay special attention to the ambiance of each venue so that attendees enjoy a relaxed atmosphere for learning and networking.  

Why attend?

  • Learn from dozens of outstanding experts chosen from a wide range of treasury and finance disciplines who share their knowledge and experience throughout the year on topics ranging from treasury management issues to hot-button issues like Bitcoin and Blockchain.
  • Earn CE credits for CTP, FP&A, CPE, and AAP depending on the session.
  • Speakers are carefully chosen by our Education Director for their expertise, communications ability, and relevance to the audience.
  • Ask questions of speakers, experts, and peers.
  • Chance to network with fellow treasury and finance professionals.
  • Collegial venues promotes effortless learning and interacting with peers.

Members and non-members alike can register for any event by clicking on links below or from Quick Links on our homepage

For more information about any of our meetings or events, please contact Education Direction, Chuck Stanbach.

December Meeting: Holiday Luncheon

You don't want to miss Philly AFP's Annual Holiday Luncheon at Material Culture on December 12!

We've planned a special presentation which we will be announcing soon.

Mark your calendars!

REGISTER HERE

November Meeting: "Blockchain"

Ernst & Young presents an in-depth discussion on the technology behind blockchain. To be held on Wednesday, November 14 from 11:30 am to 1:30 pm at JP Morgan, 1650 Market Street, Liberty Building, 47th Floor, Phila., PA.

Watch for updates soon!

REGISTER HERE

 

October Meeting: "Swift for Corporates"  

Corporate treasurer strategic roles continue to evolve. There is some urgency in the payment industry surrounding the need to achieve greater operational efficiencies while tracking regulatory and compliance requirements. New initiatives are underway in the payment industry to help simplify treasury processes, help mitigate fraud, and improve straight-through processing.  Learn how SWIFT and its member banks are providing support for payment and information security. SWIFT, gpi, and the 2020 strategic initiative also address speed, convenience, connectivity, messaging options, and payment settlement transparency. Speakers will share important results from the latest Global Payments Survey conducted by Strategic Treasurer, a top corporate strategic treasury and finance consultancy, as well.
 
MEETING DETAILS
Wednesday, October 17, 2018
11:30 AM - 1:30 PM EDT
Wells Fargo Bank
2260 Butler Pike
Plymouth Meeting, PA 196462
Any questions?
Email Chuck Stanbach, Education Director at [email protected]

Drink and Learn: September 12th - Five Saints Distilling Founder Talks about Entrepreneurship

*Life Can Be an Adventure If you let it be!"

John Robert George, founder of the Five Saints Distillery in Norristown, PA, shares his insights into how he came to start a distillery.

He covers how to establish and run a distillery from picking a location to creating unique products that give you a competitive advantage.

Part of the discussion will include:

  • Writing your business plan
  • Financing
  • Marketing, Advertising and Promotion
  • Labeling
  • And much more...

George also shares his personal insights related to managing risk, obstacles, fears, and the ups and downs of a start-up enterprise.

 

There will be a tour of the Five Saints Distillery and whiskey bar.

About John Robert George

John Robert George, RPh, MBA, distiller, and founder of Five Saints Distillery was originally from upstate New York and moved to Pennsylvania when he worked in the pharmaceutical industry.  

Over the course of 35 year career in the pharmaceutical business, he worked in sales, marketing (domestic and international), marketing research. He held positions in the Asia Pacific and Latin America. He also has extensive expertise in global competitive intelligence.  

George retired in 2016 to open and manage Five Saints Distilling and International Spirits LLC which just celebrated its second year anniversary. This is a story of real life learning and experience applied to business.


The meeting is FREE for members.  Non-members can attend for $35.

This meeting will earn 1.2 CTP credits. 
Date:     September 12, 2018
Time:     3PM - 5PM
Place:    29 E Main St
             Norristown, PA 19401


REGISTER HERE
 

 

August 27, 2018 - Webinar: End of the LIBOR and other IBORs Era

Roy Choudhury, Ernst & Young financial services advisory principal, will host a Webinar about the transition from the IBOR era to SOFRs on August 27th.

As head of E&Y's capital markets and financial services treasury and liquidity team, Choudhury is responsible for the go-to market strategy and service offerings to the largest sell-side sales and trading firms in the U.S. He also leads EY's Global Service Offering related to IBOR transition and is a member of the Alternate Reference Rate Group (ARRG), a sub-working group on client outreach and communication.

Choudhury has extensive experience in and involvement with the International Swaps Dealers Association (ISDA) and other trade associations that are conducting global surveys on IBOR footprint, transition challenges, and readiness for the transition.

The presentation covers: 

  • Interest rate benchmark reform, case for transition away from LIBOR
  • Alternate Reference Rate Committee (ARRC) - mandate
  • Overview of SOFR
  • Fallback language
  • Progress till date on transition
  • Publication of SOFR
  • SOFR derivatives
  • SOFR Issuances
  • Fallback language
  • Key transition challenges
  • Recommendations for transition readiness

Click to register: Ernst & Young: End of the IBOR Era

 

May 2018 Trea$ury Initiatives Conference: Elevate Your Game

The annual Treasury Initiatives Conference: “Elevate Your Game” is open to all PAFP members and non-members. Our annual full-day conference will feature 20-25 sessions where you can earn CE credits, 3 general sessions, and 2 keynote speaker addresses.  Earn CE credits across a range of in-depth topics from well-known experts in treasury, cash management, fintech, payments, accounting, and finance.

Philly AFP welcomes all treasury and finance professionals to join us in Philadelphia for this informative event.

Date

Tuesday, May 8, 2018

There will be a pre-conference event the night before on Monday, May 7 to be announced at a later time.  

Address

The Science History Institute (formerly the Chemical Heritage Foundation)

315 Chestnut Street

Philadelphia, PA 19106

Take advantage of Early Bird event pricing by registering for the 2018 Treasury Initiatives Event: "Elevate Your Game" now:

  

Save My Seat!

 

April 2018 Monthly Meeting: Optimizing Payments for Efficiency, Risk and Incentives

The rise in electronic payments is to be expected – payments are paper to electronic to virtual.  What are the benefits associated with electronic and virtual payments – a discussion of the total cost which extends across the entire payment cycle puts it into perspective.  Blockchain will be discussed relative to processing payment data.

  • Total cost of entire payment cycle is discussed
  • How to optimize the payment solution by factoring cost, efficiency, risk and incentives
  • New technology (blockchain) and its potential impact on the payments cycle

Speaker, Neal Herring, Treasury and Financial Operations Advisor at Vizant Technologies delivers value to clients in the form of cost reductions and operational efficiency.

He graduated from Penn State in 2013 with two degrees, a Bachelors in Finance and a Bachelors in Economics while playing Division 1 Baseball all 4 years. While at school, Neal participated in multiple Wounded Warrior events and worked with local charities to maintain historical houses.

After school, he immediately began working at JPMorgan as a Financial Controller for EMEA Exotic products. Neal moved to Barclays in 2015 to manage their USD Intraday Liquidity. While there, using innovative and analytical strategies, he managed to reduce millions in costs to Barclays.

His unique background is defined as team oriented while being a valued individual contributor. Much of his success has come from challenging assumptions looking for opportunities of continuous improvement. Neal’s functional expertise resides in the areas of Financial Reconciliations, Liquidity/Cash Management and Treasury Operations.

To learn more, please go here. Or:

Register now!
 

 

March 2018 Monthly Meeting: B2B Payment Strategies: Current Landscape, Challenges and Trends

Emerging payment technologies, elevated fraud threats, new regulations and increased globalization are significantly impacting payment and working capital management for corporates.  This includes technology and service innovations required from the banks that serve them. Treasury and Finance professionals need to know what their peers are thinking (and where they plan to focus their attention and spend in the world of B2B payments) in order to effectively navigate current and future changes.

Attend this session to gain insight into:

  • Preferred payment technologies and tactics
  • Perceived risks and benefits of emerging payment types
  • Ways that organizations address increased fraud threats

Speakers:

Chris Triconi, Paymode-X  Bottomline Technologies

Chris Triconi is a B2B Payments Solutions Consultant for Paymode-X, the electronic business payment network from Bottomline Technologies. Chris brings 15 years of consultative selling and a keen understanding of complex payables to deliver comprehensive automation solutions to corporate and mid-size clients nationwide. His work with clients informs Paymode strategy, product development and product positioning. Prior to joining Bottomline, Chris worked at multinational organizations in sales, client services and delivery.

Mary Pat Dolan, Paymode-X  Bottomline Technologies

Mary Pat Dolan, Senior Director, Paymode-X Bank Channel Partner Program is a seven year veteran at Paymode-X and a reformed banker. She joined Paymode-X to lead the creation and execution of the Paymode-X bank channel partner program having spent her early career in retail banking and treasury management. Her role allows her to build solutions with bank partners to meet their corporate client payables needs, utilizing both her B2B payments background and banking experience.

 

February 2018 Monthly Meeting

About

WEBINAR: "Looking to the Future: Investment Insights in the New Economic, Tax, and Fed Landscape" hosted by BlackRock. 

Speakers:

Thomas Kolimogo, CFA, Managing Director, BlackRock, Inc.

Kevin Fitzgerald, Director, BlackRock, Inc.

Date

Thursday, February 08, 2018

12:00 PM - 1:00 PM EST

Location

Online Webinar

For more, email Charles Stanbach, Education Director, PAFP.

Or, access this link to the email blast for the event here.

 

January Monthly Meeting: Webinar: "Defend your Payments from Fraud and Cybercrime"

Every day we hear more stories about fraud, hacking, and misappropriation of corporate funds. As the guardian of financial assets, Treasury has a significant responsibility to protect financial data and corporate funds from unauthorized access and use. In this presentation, we explore the different ways that treasury technology can enable treasury teams to protect against fraud and cyber crime, including:

  • New password protection techniques to avoid spear phishing
  • Leveraging the cloud to increase data security
  • The need for real-time payment screening
  • How payment factories have helped prevent payment fraud
  • The role of external audit reports such as SSAE 16, SOC1, and SOC2

Our speaker, Bob Stark, presented at last year's Trea$ury Initiatives Conference and received rave reviews.  

Bob Stark is responsible for global product strategy and market development at Kyriba.  Bob is an 18 year veteran in the treasury management industry having served in multiple roles at Wall Street Systems, Thomson Reuters, and Selkirk Financial Technologies including product management and strategy.  Bob is a regular speaker at treasury conferences and an active member of the AFP.

Professional Credit CTP:   1.20

Date: Thursday, January 18th

Time:  Noon -1:00 pm

Location: Dial-in instructions will be sent upon registering for the event.

There is no fee to attend this event.

 

Past Events

 

 

December 2017 - Monthly Meeting

Holiday Luncheon Wednesday, Dec 06 11:00 AM - 2:00 PM

Annual Holiday luncheon. Join us for this popular and highly attended annual event to network with your peers and enjoy a fantastic lunch provided by cookbook author and James Beard Award winning Chef Aliza Green. This is a meeting not to be missed. The location has changed to the City Line area to a unique event space and there is free parking for all!

Location: 
Material Culture
4700 Wissahickon Avenue
Philadelphia, PA 19144

There is a cost to attend this event.

Speaker:Tom Burgoyne

Tom Burgoyne has been the official Phillie Phanatic since 1994 after serving as the backup from 1989 to 1993. He played a major role in the Phillies marketing department and was a creative force in the stadium scoreboard control room throughout the 1993 championship season. For eighteen years Burgoyne has been well-known and well-connected in the Quaker City sports scene. He has appeared frequently in newspaper and magazine articles, radio programs, and TV shows, both as Tom Burgoyne and as the Phillie Phanatic.