Upcoming Events

    • February 23, 2022
    • 4:00 PM - 6:00 PM
    • 650 Walnut Street, Cincinnati 45202
    Register


    Aronoff Center for the Performing Arts

    650 Walnut Street, Cincinnati 45202


    with guest speaker 

    Deborah Morgan, VP of Development


    Wednesday, February 23, 2022

    4:00pm - 6:00pm



    Pending approval for 1.2 CTP re-certification credits by the Association for Financial Professionals.

    Feel free to share this event with your friends and colleagues. Guests are welcome to register/attend ($50.00 fee per meeting).

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    SWOAFP 2021/2022 meetings:


    March 8, 2022: 2022 SWOAFP Annual Conference @ VOA Center


    April 20, 2022: Skyline Chili


    May 25, 2022: Cincinnati Art Museum


    June 2022: Cincinnati Reds Executive Suite (date TBD)

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    • March 08, 2022
    • 8:00 AM - 4:00 PM
    • 7850 VOA Park Dr, West Chester, OH 45069
    • 73
    Register


    SWOAFP - 2022 Annual Conference

    Ronald Reagan Lodge @ VOA Center

    7850 VOA Park Dr, West Chester, OH 45069

    ~ CONFERENCE REGISTRATION NOW OPEN ~ 


    Tuesday, March 8, 2022

    8:00am - 4:00pm

    Start

    End

    Description / Topic

    8:00

    8:30

    Registration, Networking, Continental Breakfast & Coffee

    8:30

    8:40

    Welcome & Opening Remarks, Beth Hartman, SWOAFP President 2021/2022

     

    8:40

     

    9:30

     

    Session 1: When COVID Comes Calling: A Panel Discussion on Best Practices for Business Continuity

    Moderator: Pat Alcox, Huntington - Director, Treasury Management Products 

    Jessica Souders, Hillenbrand - Senior Treasury Manager

    Jason Leyda, GE Credit Union – VP, Business Support & Treasury

    Steve Baumgardner, CareSource - Director, Business Continuity and Disaster Recovery

     

          9:30

        10:20

     

    Session 2: One Step Ahead: Understanding Cybersecurity trends to safeguard your business

    Charles Banks, US Bank - AVP & Manager of Information Security

    Timothy Held, US Bank - Chief Information Security Officer

     

     

        10:20

     

       10:30

     

    Break & Raffle


       10:30

       11:30

     

    Session 3: Choosing Wisely: A Case Study on Optimizing your TMS Implementation

    Stephen Burrington, President - International Treasury Consulting, Inc.

    Chris Forte, ProMach Inc. - VP, Corporate Treasury

     

     

       11:30

       12:00

     

    Lunch Break

     

    12:00

    12:50

     

    Session 4: Finding Purpose in Life:

    Whitney Austin, Founder of the Whitney Strong Foundation (and survivor of the mass shooting at the Fifth Third Plaza downtown in Sept. 2018)

    12:50

    1:00

    Break & Raffle

     

         1:00

     

          2:00

     

    Session 5: A Look into the Future of Banking

    Laura Listwan, 5/3rd Bank - SVP and Head of Commercial Payments Products

    Tom Bianco, 5/3rd Bank - General Manager, Embedded Payments

     

    2:00

     

    2:50

     

    Session 6:  Transforming Treasury with Emerging Technology

    Madison Donnini, US Bank - Vice President, Working Capital Consultant

    Faraz Azam, US Bank - Vice President, Group Product Manager

     

    2:50

    3:00

    Break & Raffle

    3:00

    3:50

     

    Session 7:  2022 Economic Update

    Nicholas P. Sargen, Ph.D., Economic Consultant, Fort Washington Advisors

    3:50

    4:00

     

    Closing Remarks

     


    Pending approval for 8.4 CTP re-certification credits by the Association for Financial Professionals (AFP).

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    SWOAFP 2021/2022 meetings:


    April 20, 2022: Skyline Chili


    May 25, 2022: Cincinnati Art Museum


    June 2022: Cincinnati Reds Executive Suite (6/22/2022)

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    • April 27, 2022
    • 11:00 AM - 1:00 PM
    • 4180 Thunderbird Lane, Fairfield, OH 45014
    Register


    SWOAFP @ Skyline Chili HDQ

    4180 Thunderbird Lane, Fairfield, OH 45014

    Guest speaker:


    Kevin McDonnell, President


    Wednesday, April 27, 2022

    11:00am - 1:00pm



    Pending approval for 1.2 CTP re-certification credits by the Association for Financial Professionals.

    Feel free to share this event with your friends and colleagues. Guests are welcome to register/attend ($50.00 fee per meeting).

    ------------------------------------------------------------------------------------------------------- 

    SWOAFP 2021/2022 meetings:


    May 25, 2022: Cincinnati Art Museum


    June 2022Cincinnati Reds Executive Suite (date TBD)

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    • May 25, 2022
    • 4:00 PM - 6:00 PM
    • 953 Eden Park Dr, Cincinnati, OH 45202
    Register


    SWOAFP @ Cincinnati Art Museum

    953 Eden Park Dr, Cincinnati, OH 45202


    Wednesday, May 25, 2022

    4:00pm - 6:00pm



    Pending approval for 1.2 CTP re-certification credits by the Association for Financial Professionals.

    Feel free to share this event with your friends and colleagues. Guests are welcome to register/attend ($50.00 fee per meeting).


    ------------------------------------------------------------------------------------------------------- 

    SWOAFP 2021/2022 meetings:


    June 2022Cincinnati Reds Executive Suite (date TBD)

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    • June 22, 2022
    • 5:00 PM - 10:00 PM
    • Bally Sports Club at Great American Ballpark
    Register


    SWOAFP Social @ The Cincinnati Reds Executive Suite

    La Dodgers vs. Reds

    (at the Bally Sports Club, inside the fabulous Great American Ballpark)


    Wednesday, June 22, 2022

    Club opens at 5.00pm EDT,

    with first pitch at 6.40pm EDT


    We hope you will join the SWOAFP at GABP, as our hometown Cincinnati Reds host the LA Dodgers, in the final SWOAFP meeting of the 2021/2022 season.

    The Board wishes to thank everyone for their participation during this 2nd challenging Covid season. We hope you have enjoyed the diverse learning experiences provided, and we welcome your input for meeting ideas for the 2022/2023 season!


    Pending approval for 1.2 CTP recertification credits by the Association for Financial Professionals.


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The SWOAFP would like to thank our 2021/2022 Sponsors for their generous support!


Southwest Ohio Association for Financial  Professionals

P.O. Box 45

Cincinnati, OH  45201-0045


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Southwest Ohio Association for Financial Professionals

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