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SWOAFP - 2022 Annual Conference at VOA Center

  • March 08, 2022
  • 8:00 AM - 4:00 PM
  • Ronald Reagan Lodge at the VOA Center, 7850 VOA Park Dr, West Chester, OH 45069
  • 14

Registration

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


SWOAFP - 2022 Annual Conference

Ronald Reagan Lodge @ VOA Center

7850 VOA Park Dr, West Chester, OH 45069

  ~ CONFERENCE REGISTRATION IS NOW OPEN ~ 


Member Price = $199.00, GUEST Price = $249.00


*** Full Conference Attendance can earn 8.4 CTP Credits from the Association for Financial Professionals (AFP)! ***


Link to Conference Speakers


Tuesday, March 8, 2022

8:00am - 4:00pm

(All sessions will be held in the Lakeview Room)

Start

End

Description / Topic

8:00am

8:30am

Registration, Networking, Continental Breakfast & Coffee

8:30am

8:40am

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

 

8:40am

 

9:30am

 

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


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

Jessica Souders, Hillenbrand - Senior Treasury Manager

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

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

  9:30am

 10:20am

 

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

 

 10:20am

 10:30am

Break & Raffle

 10:30am

 11:30am

 

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


Stephen Burrington, President - International Treasury Consulting, Inc.

Chris Forte, ProMach Inc. - VP, Corporate Treasury

 11:30am

 12:00pm

 

Lunch Break

 

12:00pm

12:50pm

 

Session 4 - KEYNOTE: A Path to Purpose, Your Guide to Living a Meaningful Life 


Whitney Austin, Founder of the Whitney/Strong Foundation (and survivor of the mass shooting at the Fifth Third Plaza downtown on Sept. 6, 2018)

12:50pm

1:00pm

Break & Raffle

 

 1:00pm

 

  2:00pm

 

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

 

2:00pm

 

2:50pm

 

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

 

2:50pm

3:00pm

 Break & Raffle

3:00pm

3:50pm

 

Session 7:  2022 Economic Update


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

3:50pm

4:00pm

 

Closing Remarks (ongoing networking until 4.30pm)

 

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SWOAFP - Remaining 2021/2022 meetings:


April 27, 2022: SWOAFP @ Skyline Chili Headquarters


May 25, 2022: SWOAFP @ Cincinnati Art Museum, and Election of SWOAFP Officers


June 22, 2022: Cincinnati Reds Suite @ Bally Sports Club

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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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