SWOAFP - 2022 Annual Conference at VOA Center

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

Registration

  • Guest for 2022 SWOAFP Annual Conference
  • Annual Conference Fee for Members ($199)

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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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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