Events - Upcoming and Past

Upcoming events

    • December 16, 2020
    • 11:45 AM - 1:00 PM (EST)
    • Virtual Event TBD
    Register

    An Introduction to S&P Ratings

    with guest speaker 

    Nichol Merritt, Director Business Development - S&P Global



    Nichol Merritt is a Director on the Business Development team at S&P Global. She is responsible for developing relationships and educating corporates and financial institutions about credit ratings and other products. Prior to joining S&P, Ms. Merritt was a director in the Global Private Markets team for the TIAA (now Nuveen). She focused on investment grade debt private placements and private placement ABS. Ms. Merritt joined the TIAA organization in 2007 and was previously a member of the Global Public Markets team focusing on structured credit research.

    In addition, Ms. Merritt held a variety of roles at other organizations, including the CDO research team at Wachovia Securities. At Deutsche Bank, she helped pioneer research efforts supporting the roll out of their credit derivatives business before which she supported ABS research. Earlier in her career she held roles in ABS research at Barclays Capital, Bank of America Securities and JP Morgan. She has been a regular speaker at structured products industry conferences.

    Ms. Merritt holds a Bachelor of Arts in Economics and Political Science from The University of Michigan. She formerly was an active member of the Asset Securitization Forum’s Investor Committee.

    Wednesday, December 16, 2020, 11:45am-1:00pm

    Join us for a chance to hear from Nichol and gain more insight into the world of S&P credit ratings! This will be a virtual event! Conference call details will be shared prior to the meeting. 

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

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    Click HERE to register for this event

    Save the Date for our future meetings:

    January 13, 2021 - Economic Update

    February 10, 2021 - Liquidity Management

    March 9, 2021 - Annual Conference

    April 14, 2021 - Facility Tour and Presentation TBD

    May 12, 2021 - Annual Dinner

    June 9, 2021 - Cyber Security and Escape Room Outing

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    • January 13, 2021
    • 11:30 AM - 1:30 PM (EST)
    • Sharonville Convention Center
    Register

    Economic Update

    with guest speaker 

    Wednesday, January 13, 2021, 11:30am - 1:30pm

    Ring in the new year by joining us for lunch and an engaging economic update from our guest speaker. Lunch will be served shortly before noon and there will be networking opportunities before and after the presentation. We hope to see you there!

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

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

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    Click HERE to register for this event

    Save the Date for our future meetings:

    February 10, 2021 - Liquidity Management

    March 9, 2021 - Annual Conference

    April 14, 2021 - Facility Tour and Presentation TBD

    May 12, 2021 - Annual Dinner

    June 9, 2021 - Cyber Security and Escape Room Outing

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    • February 10, 2021
    • (EST)
    • Virtual
    Register

    Liquidity Management TBD

    with guest speaker 

    Wednesday, February 10, 2021, TBD

    Join us for discussion on Liquidity Management with our guest speaker. 

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

    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

    Save the Date for our future meetings:

    March 9, 2021 - Annual Conference

    April 14, 2021 - Facility Tour and Presentation TBD

    May 12, 2021 - Annual Dinner

    June 9, 2021 - Cyber Security and Escape Room Outing

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    • March 09, 2021
    • 8:30 AM - 4:00 PM (EST)

    2021 Annual Conference!!

    with guest speaker 

    Tuesday, March 9, 2021, 8:30am - 4:00pm

    This will be our 3rd Annual Conference! Our all day conference will provide 7 CTP credits and will have many speakers from many different industries.

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

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    Click HERE to register for this event

    Save the Date for our future meetings:

    April 14, 2021 - Facility Tour and Presentation TBD

    May 12, 2021 - Annual Dinner

    June 9, 2021 - Cyber Security and Escape Room Outing

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    • April 14, 2021
    • (EDT)
    Register

    Local Company Tour TBD

    with guest speaker 

    Wednesday, April 14, 2021, TBD

    Join us for an inside look at a local company and a review of their business practices. 

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

    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

    Save the Date for our future meetings:

    May 12, 2021 - Annual Dinner

    June 9, 2021 - Cyber Security and Escape Room Outing

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    • May 12, 2021
    • 4:30 PM - 6:30 PM (EDT)
    • TBD
    Register

    Annual Dinner

    with guest speaker 

    Wednesday, May 12, 2021, 4:30pm - 6:30pm

    Join us for our annual dinner and corporate practitioners round table discussion. 

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

    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

    Save the Date for our future meetings:

    June 9, 2021 - Cyber Security and Escape Room Outing

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    • June 09, 2021
    • 4:30 PM - 6:30 PM (EDT)
    • TBD
    Register

    Cyber Security

    with guest speaker 

    Wednesday, June 9, 2021, 4:30pm - 6:30pm

    Join us for a discussion on what's new in the ever changing world of Cyber Security. Following the event, we will have a group outing at an Escape Room!  

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

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

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    Click HERE to register for this event

    Save the Date for our future meetings:

    See you in September! Thanks for a great 2020/2021 membership period!!

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Past events

November 18, 2020 How COVID Changed Charity
October 14, 2020 Update on the Faster Payments Landscape
September 09, 2020 Commercial Trends in the New Normal
June 10, 2020 The Wows and Woes of M&A
May 13, 2020 How to Use Social Media to Grow Your Career and Business
April 08, 2020 VIRTUAL Tour of the US Bank Cyber War Room
March 10, 2020 SWOAFP 2020 Annual Conference
February 12, 2020 Tour of Rookwood Pottery
January 08, 2020 2020 Vision - WesBanco Economic Outlook
December 11, 2019 Inside a Non-profit: How Society of St. Vincent de Paul Navigates Finances and Operations
November 13, 2019 Economic Update and Tour of the Fed-Cincinnati Cash Vault
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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