A full day in-person event offering up to 7 CTP/CCM and up to 3 FPAC credits!

AGENDA:

  • Outsmarting Check Fraud: Winning Strategies with Faster Payments - presented by Angela Murphy, Ph.D. “Payments Elsa”/ Vice President Marketing and Solutions, Pidgin

    Check fraud is soaring, and financial institutions are caught in the crossfire. In this session, we'll uncover why traditional payment methods are increasingly vulnerable and explore how faster payments offer a powerful weapon against fraud. Learn actionable strategies for migrating customers to faster, safer digital payments, reducing risk, and enhancing trust in your institution.

  • Connect, Cultivate, Activate: Unlocking the Power of Networking and Personal Branding - presented by Denise Bahs, President, Spark Corp.

    This session covers the essentials of building a strong profile on LinkedIn to knowing what to post, who to connect with, networking, personal branding, and why it all matters. We’ll also explore social selling strategies for sales professionals, including how to find leads, create buyer personas, and use tools like LinkedIn Sales Navigator.

  • Payments Hot Topics From a Legal Perspective - presented by Aisha Hall, Attorney, Taft Stettinius & Hollister LLP and Katherine Razdolsky Rothstein, Senior Counsel, Taft Stettinius & Hollister LLP

    In this session, payments lawyers will share their insight and perspective on trends and hot topics giving rise to legal issues in payments for 2025, including payment technology, regulatory changes, artificial intelligence, open banking, third party relationships and more!

  • Mastering Trustworthiness: How to Build Trust With Staff & Colleagues (Keynote session) - presented by Tracy LaLonde, Joychievers

    Trust breaks down in the details—missed handoffs, unclear communication, or assumptions left unspoken. But it can also be built there. This program shows how trustworthiness becomes a powerful professional skill when embedded into the way people show up, collaborate, and take ownership every day.

  • Treasury Workstations - TMS vs. ERP: Where Does Treasury Belong? - presented by Justin Guerra, VP Treasury and Capital Markets, Kaufman Hall and James Green, SVP Treasury and Capital Markets, Kaufman Hall

    This session will review the treasury technology landscape, spanning from bank portals through full-suite treasury management systems, and everything in between. Treasury management systems offer a wide variety of core treasury functionality – we will highlight these main functions performed by treasury workstations across liquidity management, cash positioning and forecasting, treasury payment, general ledger reconciliation, and more. The focus is to understand how treasury workstation technology can help uncover and organize data already available at your fingertips today. The discussion will also include the differences and intersectionality between the functions an enterprise resource planning system performs versus what a treasury management system performs. We will discuss this point to clarify what roles each system should be playing in a best-in-class organization.

  • Impact and Benefits of FP&A Automation - presented by Andrew Anderson, Senior Director, Riveron

    Overview of the impact and benefits of the evolving technology tools available to help finance executives and their Financial Planning & Analysis (FP&A) teams to improve reporting and analysis capabilities.

  • Innovation, Trends and Tips: Making Sense of Payments in the U.S. - presented by Amy L. Smith, AAP, CAE, Senior Vice President, Membership Services & Education, The Clearing House

    While some payment rails have been around for a long time, and others stealing the show, every rail is going through change. This session will cover 3 things corporate treasurers should know for each: check, card, wire transfer, ACH and instant. And what to do next to have a productive conversation with banking partners at your next meeting.
    AGENDA SESSIONS SUBJECT TO CHANGE

REGISTRATION FEE:

  • GLAFP Members - $295

  • Non-members - $325

REGISTRATION ENDS APRIL 30th

This event is sponsored by:

Approved for up to 7.0 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Approved for up to 3.0 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

No refunds unless canceled by GLAFP.

By registering for this event, you authorize Great Lakes AFP to: (1) share your name, email address, and title with our speakers and sponsors; and (2) utilize photographs and video recordings taken during our meetings and events for promotional purposes.

Questions? Contact us at info@greatlakesafp.org