Events - Upcoming and Past

Upcoming events

    • 13 Feb 2019
    • 4:30 PM - 6:30 PM
    • TBD


     

    February Meeting

    with guest speaker

    TBD


       Stay tuned for more info! 


    Wednesday, February 13, 2019, 4:30pm

       

    Location TBD   


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


    Speaker bio coming soon!


    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:

    March 12, 2019

    April 10, 2019

    May 8, 2019

    June 12, 2019

    • 12 Mar 2019
    • 8:00 AM - 12:00 PM
    • Ronald Reagan Lodge, Voice of America Park, 7850 VOA Park Dr, Cincinnati, OH 45069
    Register


     

    SWOAFP Annual Conference


    Tuesday, March 12, 2019, 8:00am

       

    Ronald Reagan Lodge

    Voice of America Park

    7850 VOA Park Drive

    West Chester, OH 45069


    The conference has been approved for 4.8 CTP re-certification credits by the Association for Financial Professionals.

    Session cost: $199



    Time

    Description

    Min.

    8:00-8:30AM

    Check In & Networking - Breakfast to be Provided

    30

    8:30-9:20AM

    Welcome by Jeff Wuest, SWOAFP President  

    Keynote Speaker: Dr. Robin Martin from Leading Beyond the Post

    50

    9:20-9:30AM

    Break

    10

    9:30-10:30AM

    Concurrent Sessions + 10 min. break

    CHOOSE ONE:

    · Tim Ruge from Paycor: Six Pillars of Excellence for Treasury and Finance

    · David Mattei from Worldpay:  Payment Fraud

    · Ryan Budke from Wise & Trust:  Bitcoin / Cryptocurrency

    60

    10:30-11:30AM

    Concurrent Sessions + 10 min. break

    CHOOSE ONE:

    · Dr. Reginald Tomas Lee from Xavier University: Cash Flow & Impact on Treasury & Finance

    · Larry Williams from Synfiny: The State of E-Procurement & E-Payables

    · Zoya Lieberman from Informa:  Current Industry Trends

    60

    11:30AM-12:30PM                   


    Treasury Best Practices Panel / Q and A

    · Johanna Kappner, CFO of Cincinnati Bengals

    · Blair Kisker, Controller of FC Cincinnati

    · Gary Hunt, Treasurer of the University of Cincinnati

    Closing Remarks by Jeff Wuest, SWOAFP President  

    60

     12:30-1:00PM

    Depart

    30


    Guest Speakers


    Dr. Robin Martin, Leading Beyond the Post

    Dr. Robin Martin is CEO/Founder of Leading Beyond the Post, Inc., a full-service leadership development and executive coaching consulting company helping leaders and organizations get “unstuck” by translating corporate strategy into individualized leadership development.

    Dr. Robin Martin is a master-level certified executive coach with a distinct background in higher education, intercollegiate athletics, and diversity and inclusion. Her strategic design-thinking approach infuses research and real-life practical experiences that drive clients toward a strategic path of clarity, balance, and achievement.

    Dr. Martin has over 20+ years of experience leading and managing large-scale change as an associate provost for diversity and inclusion, tenure-track faculty in educational leadership, athletics director, and women's basketball coach. A sought-after speaker and valued strategic partner, Dr. Martin’s expertise includes strategic planning, leadership development, recruitment and retention, and diversity and inclusion. Using a design-thinking approach, Dr. Martin specializes in individual and small group coaching, nonprofit and corporate leadership training, and team-building workshops. Her research focuses on inclusive leadership, organizational change, and an African-humanist philosophy called Ubuntu, meaning “I am because you are.”

    Dr. Martin just completed her first book titled, Navigating Courage: A Black Woman's Journey in Athletics and Academia. In the book, Dr. Martin bears powerful witness to the professional trials faced by women of color and minorities in the workplace. More than that, she illuminates a path for academics and professionals to build true equity in and around institutions where it is both seriously lacking and essential.



    Tim Ruge, Paycor

    Tim Ruge is Paycor’s Director of Product Marketing, focusing on the HR Center of Excellence and various compliance topics. Since joining Paycor in 2012, Tim has led their efforts in getting customer feedback and helping deliver product features and content that helps Paycor’s customers make a difference in their organization. Tim has led in the planning, development and launching of Paycor’s Perform Payroll, Onboarding, Time, HR and Analytics solutions over the last six years.



    David Mattei, Worldpay

    David Mattei is Vice President of Product Management for Worldpay’s Fraud and Dispute product suite.  He has unique fraud insights from both the issuing and acquiring perspectives based on Worldpay’s 1,400 financial institutions, over 1 million merchant customers, and 40 billion annual transactions.  Fraud constantly poses financial and reputational risks to parties on both sides of a transaction.  David and his team constantly monitor evolving industry technologies and emerging attack vectors by fraudsters to create strategic product plans and operational processes to mitigate those attacks.  He has over 30 years of experience delivering innovative solutions that drive customer value and is a frequent speaker at industry events.



    Dr. Reginald Tomas Lee, Xavier University

    Reginald Tomas Lee, PhD, is a professor, author, speaker focusing on business domain management, an organization-wide framework that focuses on cash generation and management.  Currently, he is a management professor at Xavier University and the president of Business Dynamics & Research. Reginald previously worked for GM, IBM, Oracle, and and held senior supply chain positions at EY and Sapient. Prior to teaching at Xavier, he taught at Miami University’s Farmer School of Business.

    Reginald is the author of four books, including Lies, Damned Lies, and Cost Accounting, and Strategic Cost Transformation, with Project Profitability due to be published in 2019. He has written over 40 articles and white papers and was a featured writer for the "Journal of Corporate Accounting and Finance." Reginald has advised several leading companies including Bristol Myers Squibb, Dell, Disney, DuPont, Home Depot, Lockheed-Martin, Motorola, Toyota, and UnitedHealth Group.

    Reginald has a PhD in mechanical engineering from the University.



    Larry Williams, Synfiny

    Larry C. Williams is currently the Source to Pay Business Practice Lead and Executive Advisor at SynFiny Advisors.  Larry leverages over 39 years of experience in Engineering, Project Management, Production Management, Purchasing/Procurement/Accounts Payable and Acquisition & Divestitures.  He is a recent P&G retiree with extensive experience to transform Suppliers, Solutions, Processes and Organizations using Strategic Sourcing practices and best in class Procure-to-Pay practices to order to create value.  Larry has spent his last 20 years in several roles in Global Business Services as North America Plant Capital & Expenses Purchases / Procurement Process Owner and in Global Payment Services responsible for Accounts Payable/ Vendor Master Process Solution Ownership, whilst providing operational support to the regional Accounts Payable Shared Service Centers.  He spent the last 4 years in Acquisitions & Divestitures working on divestiture of Pringles, Duracell and Beauty Care brands and acquisition of Merck Consumer Health brands.  Larry holds a degree in Mechanical Engineering. 



    Zoya Lieberman, Informa

    Zoya Lieberman, CTP is the Director of the Commercial Competitive Intelligence at Informa’s Financial vertical. Zoya oversees the research and analytics of the domestic treasury services, digital banking, overnight investments, global trader finance, credit cards, and merchant processing services.  Joining Informa in 1998, Mrs. Lieberman has held the positions in both consumer lending research and commercial deposit products research.  Zoya received her Certified Treasury Professional designation in 2000 and is active member of both the Association of Financial Professionals (AFP) and the Southern California Association of Financial Professionals (SCAFP).  Mrs. Lieberman has served on the board of directors at SCAFP for the past ten years, holding various positions, including SCAFP President and Education Chair. Prior to joining Informa Financial Intelligence, Mrs. Lieberman was employed at the Great Western Bank in their retail branch network.  She received a BS degree in Business Administration, a BA degree in Literature from University of Southern California, and an MBA from Pepperdine University. With more than 20 years in the financial services industry Mrs. Lieberman brings to the table a vast array of industry experience, product knowledge, and research expertise.



    Johanna Kappner, Cincinnati Bengals

    Johanna Kappner, currently in her 21st season with the Cincinnati Bengals, serves as the team’s Chief Financial Officer. Kappner is responsible for all financial aspects of the team, including League reporting, tax compliance, day-to-day financial and administrative operations and human resources. She began her career with the Bengals in December 1997 as Controller, a position she held from 1997-2016. In that role, she oversaw payroll and human resources. Prior to joining the Bengals, She worked as the Corporate Tax Manager at Baldwin Piano and as a Tax Manager at KPMG. Kappner received her bachelor’s degree in accounting from the University of Cincinnati, where she also completed postgraduate studies in taxation.



    Blair Kisker, FC Cincinnati

    Blair Kisker obtained his Masters in Business Administration (MBA) at the University of Kentucky along with a B.A. in Accounting, accompanied with a minor in Economics Management from Ohio Wesleyan University. Blair has a very diverse business background, with experience from a wide range of disciplines in the Accounting field (Costing, Financial, and International) as well as FP&A. Currently Blair is the Controller of FC Cincinnati.



    Gary Hunt, University of Cincinnati

    Gary Hunt has served as Treasurer at the University of Cincinnati since 2011. His responsibilities include oversight of tax, cash management and treasury operations, nonendowment investments, debt issuance and management, and investment operations, reporting and compliance for the endowment. Prior to joining the University of Cincinnati he served as Treasurer at Boise State University and prior to joining higher education Gary worked in the corporate sector, including 15 years in executive treasury management roles for both public and private multinational companies. He received his undergraduate degree in business from Miami University and his M.B.A. in finance from DePaul University.


    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:

    May 8, 2019

    June 12, 2019

    • 10 Apr 2019
    • 4:30 PM - 6:30 PM
    • TBD


    April Meeting

    with guest speaker

    Marc Chandler - Managing Partner & Chief Market Strategist - Bannockburn Global Forex

       Stay tuned for more info! 


    Wednesday, April 10, 2019, 4:30pm

       

    Location TBD

       

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


    Speaker bio coming soon


    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:

    May 8, 2019

    June 12, 2019

    • 08 May 2019
    • 4:30 PM - 6:30 PM
    • TBD


     

    May Meeting

    with guest speaker

    TBD

       Stay tuned for more info! 


    Wednesday, May 8, 2019, 4:30pm

       

    Location TBD   


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


    Speaker bio coming soon!


    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:

    June 12, 2019

    • 12 Jun 2019
    • 4:30 PM - 6:30 PM
    • TBD


     

    June Meeting

    with guest speaker

    TBD

       Stay tuned for more info! 


    Wednesday, June 12, 2019, 4:30pm

       

    Location TBD   


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


    Speaker bio coming soon!


    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:

    September 11, 2019

Past events

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