SOUTHWEST OHIO AFP (SWOAFP) - 7th Annual

TREASURY MANAGEMENT Conference

Tuesday, March 18, 2025

8:00am - 4:30pm

@ Great Wolf Lodge Conference Center

Cincinnati, OH

2025 SWOAFP Annual Conference SPEAKERS

Robert Half Talent Solutions

Demand for Talent

Come listen and learn to the increasing demand for talent in today's competitive job market, highlighting key trends, challenges, and strategies for attracting and retaining top professionals.

Ryan McCarty, Branch Director

For over 13 years, Ryan McCarty has been a noteworthy leader in the Accounting & Finance Consulting space. Driven by helping companies and consultants with special projects and strategic initiatives, he takes pride in providing solutions to improve efficiencies and increase productivity. As Branch Director, his goal is growing people and growing revenue. In addition to his primary job functions, Ryan has been recognized as a top performer at Robert Half for his extraordinary commitment to leadership and development. He holds a BA in Accounting from Miami University and currently resides in Cincinnati, Ohio. Prior to Robert Half, Ryan spent 6 years at Cintas in their Accounting, Finance & Corporate Development departments.

Federal Reserve Bank

Federal Reserve Update

Matt Tolbert, Senior Risk Specialist and Special Examiner

Matt Tolbert is a senior risk specialist with the Supervision and Regulation Department at the Federal Reserve Bank of Cleveland serving as a cybersecurity and operational risk management subject matter expert. His responsibilities include identifying emerging operational risk trends affecting the financial services industry as well as coordinating the Federal Reserve’s supervisory monitoring of large and foreign banking organizations’ cyber risk exposures and information security programs.

Mr. Tolbert joined the Federal Reserve in 2018 bringing more than 20 years of experience in operational risk assessment, information security operations, and technology risk management. He is a former Chief Information Security Officer and has previously served in leadership roles with BNY Mellon, First Niagara Bank, and the Federal National Mortgage Association. He has also served as a management consultant principal with PricewaterhouseCoopers as well as an operational risk management expert with the U.S Treasury’s Office of the Comptroller of the Currency (OCC).

Fraud Evolution: From Reactive Detection to Proactive Protection.

With fraud still on the rise and on everyone's minds, we are going to have Kristin Ostrowski speak about being reactive. Kristin will share her expertise on how organizations can effectively respond to fraudulent activities. Her insights will help us understand the importance of vigilance and the steps we can take to mitigate risks and protect our assets.

Kristin Ostrowski

Cincinnati Chamber

Blink Economics

Brandon Rudd, Director of the Center for Research and Data, Cincinnati Chamber

Prior to joining the Cincinnati Chamber, he led the demographic and employment database development for the OKI Regional Council of Governments, the Metropolitan Planning Organization for the Cincinnati region. He has more than a decade of planning and economic development experience in seven states and holds bachelor’s degrees in Urban Planning and Political Science from Ohio University and a master’s degree in Urban Affairs and Public Policy from the Joseph R. Biden School of Public Policy at the University of Delaware. In his spare time, he enjoys hiking, bike riding, and traveling with his wife Colleen. One of his traveling goals is to visit every county in the United States. With over 2,000 still to go, it might take a while.

KR Digital Agency

AI Simplified

Kendra Ramirez, CEO - KR Digital Agency

As the CEO of KR Digital Agency, a leader in Digital and AI solutions, we spearhead initiatives that drive digital and AI transformation in B2B markets. Since building bots in 2018, I have become an AI advocate, serving on the Cincinnati AI Catalyst Committee and co-hosting the Tristate’s largest AI community. With a track record of delivering over 100 AI talks, my commitment to educating and engaging professionals in AI is my driving force. Additionally, I am globally recognized on LinkedIn.com’s homepage, recipient of the Women of Influence Award, John Barrett Entrepreneur Vision Award, Cincy Chic Woman of the Year, and STEM Influencer. As the best-selling author of “Marketing Fusion” and “Micro Shift,” I share insights on leveraging digital technologies and the importance of understanding our mindset. With over 15 years in technology companies, my leadership is focused on navigating change in sales, marketing, and recruiting.

The SWOAFP would like to thank our 2024/2025 Sponsors for their generous support!

Southwest Ohio Association for Financial Professionals

P.O. Box 45

Cincinnati, OH 45201-0045

Southwest Ohio Association for Financial Professionals