SWOAFP March 12th Meeting Notice

 

Meeting at Grand Finale, in Glendale

 

Topic:  Technology Update

Bring your questions and knowledge of newer technology to share to the meeting

 

Speakers;

1) Paul Blachowicz, Product Director, Brink’s, Inc.

2) Thomas Lueke, SVP/Regional Mgr, U.S. Bank Treasury Management

3) Bob Diana, Regional Sales Manager, SunGard AvantGard

 

 

Date:                March 12, 2008

Time:                4:15 p.m................Networking Opportunity, hors d’oeuvres, cash bar

                        4:45 p.m………....Announcements

5:00 p.m................Program/Presentation

6:00 p.m..………..Adjourn

 

Location:          Grand Finale Restaurant, Glendale

Phone is 513-771-5925, 3 East Sharon Road, Glendale, Ohio 45246

Grand Finale is located in the gaslight district of the Historic Village of Glendale:
From I-75: Take Exit 15, drive 1 1/2 miles west on Sharon Road
From I-71: Take I-275 west to Exit 42 south, go 1 1/2 miles to Sharon Road
From I-275: Take Exit 42 south, go 1 1/2 miles to Sharon Road

 

 

Technology Update

The technology landscape is ever-changing.  Improvements in automation offers your company efficiencies and cost savings.  We will have two speakers at our March Meeting to discuss newer technologies.  We will also open the floor for group discussion on other newer technologies in the market.

 

De-Mystifying Intelligent Safes – Speaker, Paul Blachowicz, Brinks, Inc.

Outline:

Ø      Explain what Intelligent Safes are and the purpose they serve

Ø      Explain how Intelligent Safes have evolved over time and what some of the newest enhancements are

Ø      Explain different types of units (size, scale, not manufacturer) and benefits

 

 

What is PowerTrack? – Speaker, Thomas Lueke, U.S. Bank

Ø      PowerTrack is an example of an online billing and payment automation system that lets you take control of your financial supply chain.

Ø      This technology enables complete integration and automation of the billing, pre-payment reconciliation, audit and accounting processes that either precede or follow settlement in complex B2B transactions.

Ø      Accounts Payable and Accounts Receivable solutions—Collaborative online tools deliver global efficiency and value for both buyers and sellers, including payment as quickly as 24 hours.

Ø      Automated pre-payment reconciliation, audit and approval—Eliminate slow, error-prone manual processes and ensure consistent expense tracking, as well as the accuracy of every invoice before it is paid.

Ø      Immediate exception identification—All invoice exceptions are immediately identified.

Ø      Both buyers and sellers benefit.  No paper invoices also means no filing, storing, or researching—and no redundant entering of data.

Ø      Integration and compatibility—The PowerTrack system is designed to work with a wide range of ERP components including contracting, procurement, billing, and accounting. billing, and accounting.

 

Technology in Treasury/Cash Management Environment - Speaker, Bob Diana

 

We will also open the floor for questions, and open discussion among members of newer technology in the market.

 

 

Biographies:

Paul Blachowicz, Brink’s, Inc.

Paul is the Product Director for CompuSafe products at Brink’s Incorporated.  He lives in Coppell, Texas, and is an experienced AFP speaker.

 

Thomas Lueke, U.S. Bank

Tom joined U.S. Bank in May of 1982.  Tom has a total of 25 years banking experience all with U.S. Bank, having served the company in a number of capacities. Currently, Tom manages the Treasury Management Sales teams in Ohio, Kentucky and Tennessee. In addition to Treasury Management experience, Tom has worked in Retail Banking, Corporate Trust Operations, Human Resources, and Call Center Management.

 

Bob Diana, SunGard AvantGard

Bob Diana has been involved with technology for over 20 years. His expertise is in business process automation spanning across functions like Travel and Entertainment Expense processing, Credit and Collections, Treasury, and Payments.  He is currently with SunGard AvantGard, a company that provides business solutions that enhance productivity and efficiencies within treasury, receivables, and payments. 

 

 

Upcoming Activities

 

·        April 16th, Tour of Givaudan Flavors, Dinner afterwards at Maketewa Country Club

·        May 21st, Fraud and Risk Management Meeting, at the Golden Lamb in Lebanon

 

Of Note

 

·        The annual dues notice was sent out the first week of February.  Please call Mary Fetch or Susan Albonetti, if you have any questions.  Susan’s number is 513-474-7999 and Mary’s number is 345-1141.

 

Membership Info

 

·        If you know friends or peers that are interested in becoming a SWOAFP member, please contact Susan Albonetti at 513-474-7999, or Mary Fetch at 513-345-1141. 

 

Other

 

·        Want to know what’s going on in the local job market? Check out the SWOAFP website (www.swoafp.org) for recent job postings. If you are looking to fill a position and would like to post it on the site, please feel free to email any of the Board members.

 

·        For SWOAFP Members– CTP exam educational materials and Annual Membership for $685.  Please call Jill Warman for details at 513-632-4579.

 

·        Anyone interested in being a Board Member for SWOAFP for 2008/2009, please contact any current Board Member

 

·        The COTMA/SWOAFP Conference – will be held on April 21, 2008 at the Roberts Center in Wilmington on I-71.  This is 50 minutes from downtown Cincinnati, 35 minutes from downtown Dayton, and 55 minutes from downtown Columbus.  Anyone interested in helping plan this conference, please contact one of the SWOAFP board members.