| OVERVIEW
The Association for Financial Professionals of Indiana (AFP-IN) is pleased to host the 18th Annual Circle City Treasury Management Conference. As you have come to expect, this year’s conference will offer a broad array of learning opportunities:
- New Intensive CTP Training Course
- 38 general & concurrent sessions on a variety of current treasury topics
- Networking opportunities with peer professionals during breakfasts, lunches, and the reception
- Afternoon breaks providing structured time to discuss products and services with AFP-IN sponsors
- The ability to earn continuing education credits (CTP, CPE)
COST OF CONFERENCE
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REGISTRATION FEES
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Member
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Non-Member
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| Early Bird Conference Fee (on or before 09/08/07) |
$350
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$450
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| Regular Conference Fee (after 09/08/07) |
$400
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$500
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Early Bird Fee + Intensive CTP Review Course
Conference attendence is required to attend Review Course |
$475
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$600
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Regular Fee + Intensive CTP Review Course
Conference attendence is required to attend Review Course |
$525
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$650
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AFP-IN Membership Fee
Join today and take advantage of Member pricing! |
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$60
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Membership fee is good thru December 2007.
CONFERENCE DRESS CODE
“Business Casual” is appropriate dress for all conference activities.
CONFERENCE SESSIONS
The Association for Financial Professionals of Indiana reserves the option to substitute speakers or topics without notice.
SMOKING
Smoking is prohibited at this conference.
NAME BADGES
Badges are for the use of registered attendees and must be worn to all conference sessions and activities. Badges are issued at the registration desk.
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- Blackrock
- Charter One Bank
- Fifth Third Bank
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- LaSalle Bank
- Online Resources
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AGENDA
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MONDAY, SEPTEMBER 24
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| 7:00 - 8:15 a.m. |
Conference Registration and Buffet Breakfast |
| 8:15 - 8:30 a.m. |
Opening Remarks |
8:30 - 9:30 a.m.
GENERAL
SESSION |
Use Your Brain for a Change
Michael C. Anthony, Stage Mentalist |
| 9:30 - 9:50 a.m. |
Morning Break |
9:50 - 10:40 a.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Exam Structure & Timing/Role of Treasury |
Electronic Deposits
Kevin Lukassen & Michael Olinsky,
LaSalle Bank |
Making the Most of Your Banking Relationships
David Rodriquez, Trintech |
Current Events Impacting Day to Day Working Capital Investments
Michael D. Lipinski , BMO Capital Markets |
| 10:40 - 11:00 a.m. |
Morning Break |
11:00 - 11:50 a.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Treasury Organizational Structure, Financial Environment
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De-mystifying Web Based Treasury Systems
Bob Stark, Thomson Financial |
Our Front Door is Moving; New Payment Trends and Solutions
Ruth Harpool, Indiana University |
Innovations in Account Reconciliation
Heather Lynds, Trintech |
| 11:50 - 1:00 p.m. |
Luncheon |
1:00 - 1:50 p.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Financial Accounting |
International Banking
Jeff Tyrrell, Charter One |
Payment Fraud: Risk Mitigation & Prevention Techniques
Sandy Saxer, PNC Bank |
Using Treasury to Enhance Working Capital
Michael Sipos, Regions Bank |
| 1:50 - 2:10 p.m. |
Afternoon Break |
2:10 - 3:00 p.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Financial Accounting |
Working with China - Banking Process and Issues
Alfred Ho, National City Bank |
ASP Workstations: Fad or Future
Scott Montigelli, Kyriba |
On-line Banking Fraud
Debbie Wheeler, Fifth Third Bank |
| 3:00 - 3:20 p.m. |
Afternoon Break |
3:20 - 4:30 p.m.
GENERAL
SESSION |
CTP Exam Review
Financial Planning & Analysis |
UPIC
Fred Butterfield, Trust Co of America |
How to Maintain the “Gold” Through Effective Escheatment Compliance!
Karen Anderson, Unclaimed Property Recovery & Reporting |
| 4:30 - 6:30 p.m. |
Reception - Welcome to Treasury Island
Escape with us to the Caribbean! You’ll experience networking, fantastic fare, and much more. Listen to the relaxing sounds of Steely Pan, a steel drum soloist, while carousing the casino tables hosted by Broad Ripple Sertoma. Try your hand at Black Jack, Roulette, Craps, Texas Hold ‘em and more! |
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TUESDAY, SEPTEMBER 25
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| 7:30 - 8:30 a.m. |
Conference Registration and Continental Breakfast |
8:30 - 9:20 a.m.
GENERAL
SESSION |
Update on Financial Reporting (The Good, the Bad and the Ugly)
John Reiger, AFP |
| 9:20 - 9:40 a.m. |
Morning Break |
9:40 - 10:30 a.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Philosophy of Working Capital |
H.S.A.
Jim Maimone, Charter One |
Cash Positioning
Tleytmas Stephenson, Wells Fargo |
There’s More to Managing Your CP Program than Calling Your Dealer
Jim Gilligan, Great Plains Energy |
| 10:30 - 10:50 a.m. |
Morning Break |
10:50 - 11:40 a.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Working Capital Tools |
Midwest Banking Trends
Bill Barker, Charter One |
Professional Ethics - What You Need to Know!
Bill Murphy |
Procure-to-Pay - Best Practices
Laima Kardokas, VISA |
| 11:40 - 1:00 p.m. |
Scholarship Luncheon |
1:00 - 1:50 p.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Payment Systems, Cash Forecasting |
Interchange Management
Kara Mangan, Fifth Third Bank |
What’s New In Payments Processing Technology
Mark Krawczyk, CZYK & Associates |
Understanding the Electronic Payments Landscape
Tony Carmona, Online Resources |
| 1:50 - 2:50 p.m. |
Afternoon Break • Sponsor Break |
2:50 - 3:40 p.m.
CONCURRENT
SESSIONS |
CTP Exam Review
Liquidity Management |
PeopleSoft- What the State will Gain as an Integrated Management Tool
Tim Berry, Auditor - State of Indiana |
Acquisition and Integration in Treasury
Ernest Humphrey |
Procure-to-Pay Decision Tools & Demo
Laima Kardokas, VISA |
| 3:40 - 4:00 |
Afternoon Break |
4:00 - 4:50 p.m.
GENERAL
SESSION |
Preparing for the Future with the iPOD Generation
Dr. Benjamin Akande, Dean School of Business & Technology |
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WEDNESDAY, SEPTEMBER 26
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| 8:00 - 9:00 a.m. |
Conference Registration and Buffet Breakfast |
9:00 - 10:00 a.m.
GENERAL
SESSION |
Finding the Gold Within You: Are You an Ingot, a Nugget or Gold Dust?
Mark Krawczyk, CZYK & Associates |
| 8:45 - 10:00 a.m. |
CTP Exam Review
Treasury Systems and Information Management, Electronic Commerce, Sources of Capital and Leasing |
| 10:00 - 10:15 a.m. |
Morning Break |
10:15 - 11:45 a.m.
GENERAL
SESSION |
Building an Outstanding Workforce
Kim Chesky, Kim Chesky & Associates |
| 10:15 - 11:30 a.m. |
CTP Exam Review
Capital Structure and Dividend Policy, Global Treasury Management |
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11:45 p.m.
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Conference Concludes |
| 11:30 - 12:00 p.m. |
Lunch Break - CTP Exam Review attendees only |
| 12:00 - 1:35 p.m. |
CTP Exam Review
Global Treasury Organization and Liquidity Management, Financial Risk Management, Enterprise Risk Management, & Corporate Governance and Ethics |
| 1:35 - 1:45 p.m. |
Afternoon Break |
| 1:45 - 2:30 p.m. |
CTP Exam Review
Pension Fund Management & Relationship Management |
| 2:30 - 2:40 p.m. |
Afternoon Break |
| 2:40 - 3:20 p.m. |
CTP Exam Review
Test Taking Tips and Success Keys |
| 3:20 - 3:30 p.m. |
Afternoon Break |
| 3:30 - 4:10 p.m. |
20 Question Test |
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SUBMIT A TOPIC OR SPEAKER SUGGESTION
Download the session submission form here
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NEW: CTP REVIEW COURSE
New in 2007 AFP-IN presents an Intensive CTP Review Session during the Annual Circle City Treasury Conference. The CTP Review will be conducted by a certified AFP instructor and will include the complete 18 hour AFP course for a fraction of the cost. Because we are offering this Intensive CTP Review Session during the Annual Circle City Treasury Conference you will have a chance to attend additional sessions and meet other Treasury professionals at the reception, sponsor break, and luncheons. The cost is $125 for AFP-IN members and $150 for non-members (in addition, the conference fee must be paid). Attendance is limited to the first 50 registrants. Plan to attend this valuable review session if you are taking the CTP test this winter! This winter will be the last testing window for the Essentials of Treasury Management, 1st Edition.
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CPE CREDITS
In recognition of the demanding and increased responsibilities of the corporate treasury professional, The Association for Financial Professionals (AFP) announced a new designation for its certification program. Effective May 14, 2003, the Certified Cash Manager (CCM) became known as the Certified Treasury Professional (CTP). Like the former CCM, the CTP signifies that an individual has demonstrated the knowledge and skills required to perform competently in today’s complex corporate treasury environment.
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HOTEL
The Annual Circle City Treasury Management Conference is being held at the Sheraton Indianapolis City Centre Hotel, in the heart of Indianapolis. The hotel is located in the center of downtown one block north of the historical Soldiers and Sailors Monument Circle. You will love the amazing view. Watch the skyline light up from the spacious guest rooms. You will be surrounded with the exciting sights and sounds of downtown Indianapolis right outside your doorstep. Only one hotel puts you this close to everything, and it’s the Sheraton Indianapolis City Centre Hotel.
A special conference rate of $129.00 single/double (plus tax) is available for conference attendees. For a fee of $12.00 per night, the hotel provides parking in an adjacent parking garage.
Participants are requested to make their own reservations by calling (317) 635-2000, toll-free (800)325-3535, or on-line by clicking on this link www.starwoodhotels.com. To ensure preferred rates, be certain to indicate that you are attending the Association for Financial Professionals of Indiana’s Annual Circle City Treasury Management Conference.
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9/13/07 Update: The Sheraton Indianapolis City Centre Hotel is full. The following hotels are within five blocks of the Sheraton:
- Columbia Club (317) 767-1361
- Hilton (317) 972-0600
- Hilton Garden (317) 955-9700
- Embassy Suites (317) 236-1800
- Hyatt (317) 632-1234
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TRANSPORTATION
AIRPORT
For directions from the Indianapolis International Airport (IND) to the Sheraton Indianapolis City Centre Hotel, click here www.starwoodhotels.com.
Indianapolis International Airport
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BROCHURE
Download the 2007 Treasury Management Conference brochure
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EXHIBITORS/SPONSORS
Download the 2007 Sponsor Letter
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REGISTRATION
CLICK HERE TO REGISTER FOR THE 2007 CONFERENCE
You can register on-line through our 128-bit secure registration form. The registration fee includes, three breakfasts, two lunches, the Monday night reception, all refreshment breaks, all sessions and workshops, plus conference materials. Please complete and return the registration form as soon as possible. You can use your MasterCard or Visa on-line with complete security or pay by check with your registration form. Make check payable to Association for Financial Professionals of Indiana, 116 S. Madison St., Suite A, Bloomington, IN 47404.
Registration acknowledgments will be e-mailed to you within seven business days of receipt. If you do not receive an acknowledgment, please call AFP-IN to verify your registration before you depart for the conference. This also applies to any substitutions. The AFP-IN representative will request payment at registration if your payment has not reached our office prior to that time. For additional information please call us at 800-546-8624.
REFUNDS
Requests for refunds will be honored only if notification of cancellation is received in writing (fax, mail, or e-mail info@AFP-IN.org) by September 1, 2007. Cancellation by telephone is not sufficient. Registrants who fail to cancel will not be refunded the registration fee. A $50.00 administrative fee will be charged for all cancellations. No refunds will be honored after the conference. Substitutions are permitted if registrant(s) cannot attend. Please notify AFP-IN of substitutions by telephone 812-339-6072, fax 812-339-0138, or e-mail info@AFP-IN.org.
CANCELLATIONS
In the event of cancellation or change in hotel or date, registrants will be notified by mail. Neither the Association for Financial Professionals of Indiana nor Professional Development Group, Inc. will be responsible for any expenses incurred in conjunction with conference activities which are modified or cancelled, or persons who register or travel to a cancelled conference.
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INDIANAPOLIS
Indianapolis
Indianapolis Weather
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- Federated Investors
- Fidelity Investments
- First Indiana Bank
- JPMorgan Chase
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- Key Bank
- Mellon Financial Group
- Regions Bank
- RPS, LLC
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