Events - Upcoming and Past

Upcoming events

    • November 13, 2019
    • 11:30 AM - 1:30 PM
    • 150 E Fourth St. Cincinnati, OH 45202
    • 12

    **Please arrive promptly a few minutes before 11:30AM since all attendees will be screened by security - no walk-ins will be permitted if you arrive late**

    **Registration is limited to 30 attendees and will close at 5PM on Tuesday, November 12**


    Economic Update and Tour of the Federal Reserve Bank of Cleveland - Cincinnati Branch

    with guest speakers

    Rick Kaglic - VP and Senior Regional Officer

    Wilmer Jones - Senior Staffer, Cash


    Rick Kaglic will give a presentation on the most recent economic, labor market, and financial market indicators and conditions. He will also discuss the fundamentals that drive economic activity and what those indicators may portend for future growth.

    Wilmer Jones will also lead us on a tour of the entire cash function at the Fed, from receipt of currency from depositing institutions to the verification of that currency. Mr. Jones will explain the process used to put money into circulation and take it out of circulation.

    Wednesday, November 13, 2019, 11:30am


    Federal Reserve Bank of Cleveland - Cincinnati Branch

       150 East Fourth Street

    Cincinnati, OH 45202

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

    Rick Kaglic is Vice President and Senior Regional Officer at the Cincinnati Branch of the Federal Reserve Bank of Cleveland, a role he took on in 2018. In this position, Rick is responsible for managing the branch, developing and maintaining relationships with key business and community leaders in Southern Ohio and Western Kentucky, analyzing regional economic conditions and developments in the region, and educating the region's diverse constituents on the role of the Federal Reserve and its District Banks.

    Prior to joining the Cleveland Fed, Rick was the Senior Regional Economist with the Federal Reserve Bank of Richmond responsible for analyzing regional economic conditions and developments in the Carolinas. Mr. Kaglic also served as a Senior Economist for Eaton Corporation, a diversified manufacturing firm headquartered in Cleveland, OH; as Chief Economist for the Washington State Employment Security Department; and spent eleven years as Senior Business Economist for the Federal Reserve Bank of Chicago.

    Rick is a graduate of Leadership North Carolina Class 23 and has served in leadership roles in the Chicago and Cleveland Associations for Business Economics and provided economic analysis for Governor’s Economic Advisory Councils in four states.

    He completed both his undergraduate and graduate work at Youngstown State University with specializations in regional and urban economics.

    Wilmer Jones has worked in the cash department for 37 years and his experience spans all aspects of the cash function at the CFRB, including Food Stamp Teller, Coin Teller, Receiving Teller, Paying Teller and High Speed Ops. He has been conducting tours of the cash function for over 30 years. In 2016, Mr. Jones received the "Chris Moore Spirit of Innovation Award" for developing a depositing institution tour program.

    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:

    December 11, 2019 - Charity Event

    January 08, 2020

    February 12, 2020

    March 10, 2020 - Annual Conference

    April 08, 2020

    May 13, 2020

    June 10, 2020

    • December 11, 2019

    • January 08, 2020
    • 4:30 PM - 6:30 PM

    • February 12, 2020
    • 4:30 PM - 6:30 PM

    • March 10, 2020
    • Voice of America Park

    • April 08, 2020
    • 4:30 PM - 6:30 PM

    • May 13, 2020
    • 4:30 PM - 6:30 PM

    • June 10, 2020
    • 4:30 PM - 6:30 PM

Past events

October 09, 2019 Overview of the Payables Landscape
September 11, 2019 Cybercrime: How it Really Happens, New Trends, & How to Protect You & Your Company
June 12, 2019 June Happy Hour
May 08, 2019 Navigating a Multi-Generational Workplace
April 10, 2019 Making Sense of the Dollar: Interest rates, Trade and the Greenback in the Age of Disruption
March 12, 2019 Annual Conference
February 13, 2019 Technology Platforms for Data & Analytics: A Perspective for Finance Professionals
January 09, 2019 The Changing Landscape of Trade
December 19, 2018 Volunteer Opportunity at Freestore Foodbank
November 14, 2018 Infintech: Merchant Processing Reinvented
October 10, 2018 Economic Update and Tour of the Federal Reserve Bank of Cleveland - Cincinnati Branch
September 12, 2018 Cash Management 2018 Key Themes
May 16, 2018 Discovering and Living a Life of Passion & Purpose
April 11, 2018 Improving AP Using Automation Tools and Adoption Methodology
March 14, 2018 Shared Services at GE
February 13, 2018 The Tax Cuts and Jobs Act - What Does it Mean for You and Your Company?
December 12, 2017 Volunteer Opportunity at the Freestore Foodbank
November 08, 2017 Expanding Treasury’s Sphere of Influence using Business Domain Management
October 11, 2017 Cybersecurity: Critical Business Information and Keeping it Secure
September 13, 2017 FX and Wines Around the World
May 10, 2017 May Meeting: Annual Dinner with guest speaker Doug Healy, SVP & CFO, Cincinnati Reds "Take Me Out to the CFO's Office"
April 12, 2017 April Meeting: Faster Payments: Changing Payments Landscape
March 08, 2017 March Meeting: Risk Management: An Interactive Approach
February 08, 2017 February Meeting: Navigating Short Term Financial Markets in 2017
January 11, 2017 Annual Economic Update Luncheon
December 14, 2016 Trends in Cybersecurity + Tour of U.S. Bank's Cyber Defense Dept.
November 09, 2016 Panel Discussion - How to Drive Better Decision Making in your Organization
October 12, 2016 Cincinnati Bell Connector: Back to the Future
September 14, 2016 Brexit Overview & Update
May 11, 2016 Annual Dinner Meeting & Strategic Finance vs. Finance Strategy
April 20, 2016 The Future of Payments
March 09, 2016 NACHA Update
February 10, 2016 Etiquette Dinner
January 13, 2016 Annual Economic Update Luncheon
December 09, 2015 Executive Styling and Presence
November 18, 2015 Cyber Threats and Cyber Fraud
October 14, 2015 Demystifying Bitcoin
September 09, 2015 Dinner Meeting Featuring Wendy Lea, CEO of Cintrifuse
May 13, 2015 Annual Dinner Meeting & Hot Topics in Payments
April 08, 2015 Treasury and FP&A Synergies
March 11, 2015 Merchant Services Panel Discussion
January 14, 2015 Annual Regional Economic Update Luncheon
December 10, 2014 Horseshoe Casino - Annual Tour and Dinner
November 12, 2014 Treasury Panel Discussion and Volunteer Opportunity
October 08, 2014 Walking Tour of 3CDC Projects in Over-the-Rhine
September 10, 2014 Risks and Considerations for Repatriating Funds to the US
May 21, 2014 Annual Dinner Meeting & Cyber Security Discussion
April 16, 2014 Annual Tour and Networking Event - Christian Moerlein Brewery in OTR
March 19, 2014 Network Security and Privacy: Challanges and Risks
February 19, 2014 Complex Lending Structures feat. 3CDC
January 15, 2014 Annual Regional Economic Update Luncheon
January 09, 2014 Complimentary AFP Member Webinar: The Year Ahead
December 11, 2013 Groupon Treasury – Adventures in Cash Management Best Practices While Building a New Treasury Department
November 13, 2013 Freestore Foodbank – Discussion and Volunteer Opportunity
October 23, 2013 American Dream Composite Index
September 18, 2013 Dinner Meeting - Treasurer's Discussion Panel
May 15, 2013 Annual Dinner Meeting - NACHA Update
April 17, 2013 Annual Tour - Jungle Jim's International Market, Fairfield
March 20, 2013 Card Processing/PCI Compliance
February 20, 2013 Navigating Today's Cash Management Markets Post-TAG Expiration
January 16, 2013 Annual Economic Update Luncheon - The Southwest Ohio Economy in the National Economic Context
December 12, 2012 The ERM Challenge: Balancing Business Needs and Leadership Expectations NOTE SPECIAL MEETING DATE
October 10, 2012 Webinar: EUROPE 2013: MANAGING RISK IN A GLOBAL MARKET (Please Note Special Meeting Date and Time)
September 19, 2012 Dinner Meeting - Treasurer's Discussion Panel
May 16, 2012 25th Anniversary Annual Dinner Meeting - Panel Discussion: Treasury Management, Then (1987) and Now
April 19, 2012 27th Annual BUCKEYE FINANCIAL FORUM, Columbus, Ohio
April 18, 2012 Business Tour: Cintas Corporation, MILFORD
March 21, 2012 Escheatment - what the...?
February 15, 2012 Fighting Back Against Fraudsters: Best Practices in Eliminating Fraud from the Payment Space
January 18, 2012 Annual Economic Update Luncheon
November 16, 2011 Managing the Security of Complex Data Infrastructures
October 19, 2011 Money Market Funds and the Changing Regulatory Environment / Wine Tasting Meeting
September 21, 2011 Dodd Frank Act Update / 25th Anniversary Year Kick-Off Dinner Meeting
May 18, 2011 Maximizing Your ROI With Colleagues and Customers
April 21, 2011 26th Annual Buckeye Financial Forum
April 20, 2011 TOUR - The Hollywood Casino, Lawrenceburg
March 16, 2011 Health Care Reform "CLASS" - Its Impact on Your Organization
February 16, 2011 February 16 CONFERENCE CALL - Forensic and Investigative Accounting
January 19, 2011 January 19 LUNCHEON MEETING - Annual Economic Update
December 01, 2010 December 1 (Note Special Meeting Date)
November 17, 2010 November (no Meeting)
October 27, 2010 October 27 (Note Special Meeting Date)
September 15, 2010 September 15 - Banking Regulation and its Effect on Corporations
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