Annual Conference

  • 12 Mar 2019
  • 8:00 AM - 12:00 PM
  • Ronald Reagan Lodge, Voice of America Park, 7850 VOA Park Dr, Cincinnati, OH 45069

Registration


Register


 

SWOAFP Annual Conference


Tuesday, March 12, 2019, 8:00am

   

Ronald Reagan Lodge

Voice of America Park

7850 VOA Park Drive

West Chester, OH 45069


The conference has been approved for 4.8 CTP re-certification credits by the Association for Financial Professionals.

Session cost: $199



Time

Description

Min.

8:00-8:30AM

Check In & Networking - Breakfast to be Provided

30

8:30-9:20AM

Welcome by Jeff Wuest, SWOAFP President  

Keynote Speaker: Dr. Robin Martin from Leading Beyond the Post

50

9:20-9:30AM

Break

10

9:30-10:30AM

Concurrent Sessions + 10 min. break

CHOOSE ONE:

· Tim Ruge from Paycor: Six Pillars of Excellence for Treasury and Finance

· David Mattei from Worldpay:  Payment Fraud

· Ryan Budke from Wise & Trust:  Bitcoin / Cryptocurrency

60

10:30-11:30AM

Concurrent Sessions + 10 min. break

CHOOSE ONE:

· Dr. Reginald Tomas Lee from Xavier University: Cash Flow & Impact on Treasury & Finance

· Larry Williams from Synfiny: The State of E-Procurement & E-Payables

· Zoya Lieberman from Informa:  Current Industry Trends

60

11:30AM-12:30PM                   


Treasury Best Practices Panel / Q and A

· Johanna Kappner, CFO of Cincinnati Bengals

· Blair Kisker, Controller of FC Cincinnati

· Gary Hunt, Treasurer of the University of Cincinnati

Closing Remarks by Jeff Wuest, SWOAFP President  

60

 12:30-1:00PM

Depart

30


Guest Speakers


Dr. Robin Martin, Leading Beyond the Post

Dr. Robin Martin is CEO/Founder of Leading Beyond the Post, Inc., a full-service leadership development and executive coaching consulting company helping leaders and organizations get “unstuck” by translating corporate strategy into individualized leadership development.

Dr. Robin Martin is a master-level certified executive coach with a distinct background in higher education, intercollegiate athletics, and diversity and inclusion. Her strategic design-thinking approach infuses research and real-life practical experiences that drive clients toward a strategic path of clarity, balance, and achievement.

Dr. Martin has over 20+ years of experience leading and managing large-scale change as an associate provost for diversity and inclusion, tenure-track faculty in educational leadership, athletics director, and women's basketball coach. A sought-after speaker and valued strategic partner, Dr. Martin’s expertise includes strategic planning, leadership development, recruitment and retention, and diversity and inclusion. Using a design-thinking approach, Dr. Martin specializes in individual and small group coaching, nonprofit and corporate leadership training, and team-building workshops. Her research focuses on inclusive leadership, organizational change, and an African-humanist philosophy called Ubuntu, meaning “I am because you are.”

Dr. Martin just completed her first book titled, Navigating Courage: A Black Woman's Journey in Athletics and Academia. In the book, Dr. Martin bears powerful witness to the professional trials faced by women of color and minorities in the workplace. More than that, she illuminates a path for academics and professionals to build true equity in and around institutions where it is both seriously lacking and essential.



Tim Ruge, Paycor

Tim Ruge is Paycor’s Director of Product Marketing, focusing on the HR Center of Excellence and various compliance topics. Since joining Paycor in 2012, Tim has led their efforts in getting customer feedback and helping deliver product features and content that helps Paycor’s customers make a difference in their organization. Tim has led in the planning, development and launching of Paycor’s Perform Payroll, Onboarding, Time, HR and Analytics solutions over the last six years.



David Mattei, Worldpay

David Mattei is Vice President of Product Management for Worldpay’s Fraud and Dispute product suite.  He has unique fraud insights from both the issuing and acquiring perspectives based on Worldpay’s 1,400 financial institutions, over 1 million merchant customers, and 40 billion annual transactions.  Fraud constantly poses financial and reputational risks to parties on both sides of a transaction.  David and his team constantly monitor evolving industry technologies and emerging attack vectors by fraudsters to create strategic product plans and operational processes to mitigate those attacks.  He has over 30 years of experience delivering innovative solutions that drive customer value and is a frequent speaker at industry events.



Dr. Reginald Tomas Lee, Xavier University

Reginald Tomas Lee, PhD, is a professor, author, speaker focusing on business domain management, an organization-wide framework that focuses on cash generation and management.  Currently, he is a management professor at Xavier University and the president of Business Dynamics & Research. Reginald previously worked for GM, IBM, Oracle, and and held senior supply chain positions at EY and Sapient. Prior to teaching at Xavier, he taught at Miami University’s Farmer School of Business.

Reginald is the author of four books, including Lies, Damned Lies, and Cost Accounting, and Strategic Cost Transformation, with Project Profitability due to be published in 2019. He has written over 40 articles and white papers and was a featured writer for the "Journal of Corporate Accounting and Finance." Reginald has advised several leading companies including Bristol Myers Squibb, Dell, Disney, DuPont, Home Depot, Lockheed-Martin, Motorola, Toyota, and UnitedHealth Group.

Reginald has a PhD in mechanical engineering from the University.



Larry Williams, Synfiny

Larry C. Williams is currently the Source to Pay Business Practice Lead and Executive Advisor at SynFiny Advisors.  Larry leverages over 39 years of experience in Engineering, Project Management, Production Management, Purchasing/Procurement/Accounts Payable and Acquisition & Divestitures.  He is a recent P&G retiree with extensive experience to transform Suppliers, Solutions, Processes and Organizations using Strategic Sourcing practices and best in class Procure-to-Pay practices to order to create value.  Larry has spent his last 20 years in several roles in Global Business Services as North America Plant Capital & Expenses Purchases / Procurement Process Owner and in Global Payment Services responsible for Accounts Payable/ Vendor Master Process Solution Ownership, whilst providing operational support to the regional Accounts Payable Shared Service Centers.  He spent the last 4 years in Acquisitions & Divestitures working on divestiture of Pringles, Duracell and Beauty Care brands and acquisition of Merck Consumer Health brands.  Larry holds a degree in Mechanical Engineering. 



Zoya Lieberman, Informa

Zoya Lieberman, CTP is the Director of the Commercial Competitive Intelligence at Informa’s Financial vertical. Zoya oversees the research and analytics of the domestic treasury services, digital banking, overnight investments, global trader finance, credit cards, and merchant processing services.  Joining Informa in 1998, Mrs. Lieberman has held the positions in both consumer lending research and commercial deposit products research.  Zoya received her Certified Treasury Professional designation in 2000 and is active member of both the Association of Financial Professionals (AFP) and the Southern California Association of Financial Professionals (SCAFP).  Mrs. Lieberman has served on the board of directors at SCAFP for the past ten years, holding various positions, including SCAFP President and Education Chair. Prior to joining Informa Financial Intelligence, Mrs. Lieberman was employed at the Great Western Bank in their retail branch network.  She received a BS degree in Business Administration, a BA degree in Literature from University of Southern California, and an MBA from Pepperdine University. With more than 20 years in the financial services industry Mrs. Lieberman brings to the table a vast array of industry experience, product knowledge, and research expertise.



Johanna Kappner, Cincinnati Bengals

Johanna Kappner, currently in her 21st season with the Cincinnati Bengals, serves as the team’s Chief Financial Officer. Kappner is responsible for all financial aspects of the team, including League reporting, tax compliance, day-to-day financial and administrative operations and human resources. She began her career with the Bengals in December 1997 as Controller, a position she held from 1997-2016. In that role, she oversaw payroll and human resources. Prior to joining the Bengals, She worked as the Corporate Tax Manager at Baldwin Piano and as a Tax Manager at KPMG. Kappner received her bachelor’s degree in accounting from the University of Cincinnati, where she also completed postgraduate studies in taxation.



Blair Kisker, FC Cincinnati

Blair Kisker obtained his Masters in Business Administration (MBA) at the University of Kentucky along with a B.A. in Accounting, accompanied with a minor in Economics Management from Ohio Wesleyan University. Blair has a very diverse business background, with experience from a wide range of disciplines in the Accounting field (Costing, Financial, and International) as well as FP&A. Currently Blair is the Controller of FC Cincinnati.



Gary Hunt, University of Cincinnati

Gary Hunt has served as Treasurer at the University of Cincinnati since 2011. His responsibilities include oversight of tax, cash management and treasury operations, nonendowment investments, debt issuance and management, and investment operations, reporting and compliance for the endowment. Prior to joining the University of Cincinnati he served as Treasurer at Boise State University and prior to joining higher education Gary worked in the corporate sector, including 15 years in executive treasury management roles for both public and private multinational companies. He received his undergraduate degree in business from Miami University and his M.B.A. in finance from DePaul University.


We hope you can join us for this event! Please be sure to share this event and bring guests!

 

Click HERE to register for this event


Future meetings:

May 8, 2019

June 12, 2019

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