Upcoming Events

    • December 14, 2022
    • 4:00 PM - 6:00 PM
    • 10722 Wyscarver Road, Cincinnati, OH 45241
    Register


    SWOAFP @ St. Joseph Home

    Giving Back to the Community!

    Wednesday, December 14, 2022

    4:00pm - 6:00pm

    10722 Wyscarver Road

    Cincinnati, OH 45241

    SWOAFP is pleased to announce that our December 2022 meeting will be held at the St. Joseph Home in Sharonville, Ohio.

    In addition to our onsite meeting, SWOAFP is partnering with St. Joseph for a holiday supply drive, to support their mission of caring for people with complex disabilities. 

    For those who can attend in person, we encourage you to bring any donation items to this meeting. For those unable to attend, and who would like to make a donation to this very worthy cause, please see their Wish List of the most needed supplies. 

    Our featured speakers:

    Dan Connors, President/CEO

    Dan has been with St. Joseph for 11 years, and has partnered alongside individuals with disabilities for more than 20 years. He came to the St. Joseph Home from the Ohio Rehabilitation Services Commission (ORSC), and began as the Vice President of Operations in 2012. Dan has overseen the creation of St. Joseph Home’s first Community Home, in addition to managing the daily operations at SJH. Dan Master’s Degree in Rehabilitation Counseling at Bowling Green State University in Bowling Green, OH.


    Janet Neidhard, CFO

    Janet has held a senior financial positions in a variety of industries, including branding, transportation, telecommunications and healthcare. After many years in the corporate world, she joined St. Joseph 3 years ago, and considers herself blessed to now be working in a mission-based organization, and she looks forward to sharing the wonderful work that St Joseph Home does with the SWOAFP membership. 


    This Event is pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).


    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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    Upcoming SWOAFP meetings for 2022/2023:


    January 18, 2023: Faster Payments and Real Time Payments (RTP) 


    February 15, 2023: @ Fifth Third Bank - Lockbox Operations Overview & Tour


    March 7, 2023: SAVE THE DATE!

    SWOAFP 5th Annual Treasury Management Conference, @ VOA Center, West Chester, OH 


    April 19, 2023: @ 3CDC - Walking tour in OTR


    May 17, 2023@ Milacron Plant Tour, Batavia Ohio

     

    June 14, 2023: TBD

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    • January 18, 2023
    • 4:00 PM - 6:00 PM
    • Virtual
    Register

    The Evolution of Faster Payments

    (Virtual Presentation)

    Wednesday, January 18, 2023

    4:00pm - 6:00pm

    with featured speaker 

    TBD


    Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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

    Upcoming SWOAFP meetings for 2022/2023:


    February 15, 2023: @ Fifth Third Bank - Lockbox Operations Overview & Tour


    March 7, 2023: SAVE THE DATE!

    SWOAFP 5th Annual Treasury Management Conference, @ VOA Center, West Chester, OH 


    April 19, 2023: @ 3CDC - Walking tour in OTR


    May 17, 2023@ Milacron Plant Tour, Batavia Ohio

     

    June 14, 2023: TBD

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    • February 15, 2023
    • 4:00 PM - 6:00 PM
    • Madisonville Operations Center, 5050 Kingsley Dr, Cincinnati, OH 45227
    Register

    5/3 Bank Lockbox Operations Overview & Tour

    Madisonville Operations Center

    5050 Kingsley Dr, Cincinnati, OH 45227

    Wednesday, February 15, 2023

    4:00pm - 6:00pm

    with featured speaker 

    TBD


    Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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

    Upcoming SWOAFP meetings for 2022/2023:


    March 7, 2023: SAVE THE DATE!

    SWOAFP 5th Annual Treasury Management Conference, @ VOA Center, West Chester, OH 


    April 19, 2023: @ 3CDC - Walking tour in OTR


    May 17, 2023@ Milacron Plant Tour, Batavia Ohio

     

    June 14, 2023: TBD

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    • March 07, 2023
    • 7:30 AM - 5:00 PM
    • Ronald Reagan Lodge, VOA Center, 7850 VOA Park Drive, West Chester, OH 45069
    Register

    5th Annual SWOAFP Treasury Management Conference


    Ronald Reagan Lodge, VOA Center

    7850 VOA Park Drive, West Chester, OH 45069

    Tuesday, March 7, 2023

    7:30am - 5:00pm

    Stay tuned for complete agenda of 6 learning sessions.

    First session begins at 8:00am


    Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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

    Upcoming SWOAFP meetings for 2022/2023:


    April 19, 2023: @ 3CDC - Walking tour in OTR


    May 17, 2023@ Milacron Plant Tour, Batavia Ohio

     

    June 14, 2023: TBD

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    • April 19, 2023
    • 4:00 PM - 7:00 PM
    • 3CDC, 1203 Walnut St., 4th Floor, Cincinnati, OH 45202
    Register

    3CDC - OTR Walking Tour

    1203 Walnut St., 4th Floor, Cincinnati, OH 45202

    Wednesday, April 19, 2023

    4:00pm - 7:00pm

    with featured speaker 

    TBD

    Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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

    Upcoming SWOAFP meetings for 2022/2023:

    May 17, 2023@ Milacron Plant Tour, Batavia Ohio

     

    June 14, 2023: TBD

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    • May 17, 2023
    • 4:00 PM - 6:30 PM
    • Milacron, 4165 Half Acre Road, Batavia, OH 45103
    Register

    Milacron Plant Tour, Batavia Ohio

    4165 Half Acre Road, Batavia, OH 45103

    Wednesday, May 17, 2023

    4:00pm - 6:30pm

    with featured speaker 

    TBD

    Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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

    Upcoming SWOAFP meetings for 2022/2023:


    June 14, 2023: TBD

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    • June 14, 2023
    • 4:00 PM - 6:30 PM
    • TBD
    Register

    Meeting TBD

    Wednesday, June 14, 2023

    4:00pm - 6:30pm

    with featured speaker 

    TBD

    Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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    We hope you have enjoyed the 2022/2023 SWOAFP season!


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The SWOAFP would like to thank our 2022/2023 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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