2008 Circle City Treasury Management Conference

The 19th Annual Circle City Treasury management Conference will be held September 15-17, 2008 at the Sheraton Indianapolis Circle City Hotel. This year's theme is Discover Treasury: Exploring the Outer Limits.

OVERVIEW

The Association for Financial Professionals of Indiana (AFP-IN) is pleased to host the 19th Annual Circle City Treasury Management Conference. As you have come to expect, this year’s conference will offer a broad array of learning opportunities:

  • 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)

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.

REGISTRATION FEES
.
Member
Non-Member
Conference Fee
$400
$500
Fee + Intensive CTP Review Course
Conference attendence is required to attend Review Course
$525
$650
AFP-IN Membership Fee
Join today and take advantage of Member pricing!
.
$60

Membership fee is good thru December 30, 2008.

KEYNOTE SPEAKER

David Garibaldi
Rhythm, Color, Culture, Energy; These Four words describe the experience viewing the creations of world renowned Artist David Garibaldi.

Born in Los Angeles in 1982, Garibaldi began creating at a young age.  After relocating and growing up in Sacramento, it was not until high school, after walking away from a life of graffiti in the streets, that he turned his influences of hip hop culture into a positive direction.  Unfortunately by then, it was too late to make up lost time in school, and he could not graduate.  A season of hard times to come could not shake the drive of this young artist from pursuing his dreams.

In 2003, David Garibaldi began to turn his illustrations on paper into paintings on canvas.  Garibaldi would paint live at urban jazz sessions, nightclubs, and hip hop events for direct influence by the music, and he began to create a buzz about his work along the way.  In addition to David Garibaldi’s urban jazz influenced paintings, he naturally created a live performance art show called Rhythm and Hue.

BlackRock
Kyriba Corporation
RBS
Regulus Group

Rhythm and Hue is a performance art show where artist David Garibaldi creates 6 foot portraits of pop icons in minutes to music.  Garibaldi’s unique show is extremely versatile and has been featured with celebrities like Carlos Santana; utilized by Fortune 500 companies like AT&T, raised hundreds of thousands of dollars for various charities, and used as a platform to motivate students and employees of various organizations. Garibaldi’s Rhythm and Hue is much more than a performance art, and paint flailing presentation; it is an inspirational experience as well.  Garibaldi tells the story of how he was living the life of a graffiti rebel until a high school teacher challenged him to make his art more purposeful.  He shares his personal struggles and triumphs that helped to shape him into a world-renowned painter and performer in the studio and on the stage. 

The foundation of Garibaldi’s message is simple:  Live your life as a platform, and live with passion and purpose.

BROCHURE

Download the 2008 Circle City Conference brochure by clicking here (1MB pdf).

AGENDA **Click on session titles to read the full session description and the speaker name to see full biography**

MONDAY, SEPTEMBER 15
7:00 - 8:15 Conference Registration & Continental Breakfast
8:15 - 8:30 Opening Remarks
Angie Lofton and Cyndi Hendricks
8:30 - 9:30 David Garibaldi's Rhythm and Hue
David Garibaldi
9:30 - 9:50 Morning Break
9:50 - 10:40 New, More Efficient Electronic Bill Presentment and Payment Capabilities for Consumer Payment Processing
Craig S. “Sandy” Saxer, PNC Bank
When Disaster Strikes! Beyond Technical Disaster Recovery to True Business Continuity Planning
Sandra Williams, Regulus Group
Global Treasury Basics — with Special Focus on China
Carrie Yakola, Wells Fargo
CTP Exam Preparation Course
Instructor: David Higgins, AFP
CTP Exam: Structure & Timing; The Role of Treasury Management; Treasury Organizational Structure; Financial Environment; Financial Accounting based on Essentials of Treasury Management, second edition
* additional fee required
10:40 - 11:00 Morning Break
11:00 - 11:50 Risk of Liquidity Investing
Thomas M. Kolimago, CFA, BlackRock
Supplier Challenges and Perspectives on P-Card Acceptance
Judson Murchie, Aite Group
Advanced Global Treasury — Levels of Control
Carrie Yakola, Wells Fargo
11:50 - 1:00 Luncheon
1:00 - 1:50 Payment Fraud
John Fitzpatrick, Fifth Third Bank
Discovering Gold in the AFP Treasury Services Toolbox
Ernie Humphrey, AFP
RDC-Best Practices for the Corporate and FI
Clay Barrett, Old National Bank
CTP Exam Preparation Course
Financial Accounting; Financial Planning and Analysis
* additional fee required
1:50 - 2:10 Afternoon Break
2:10 - 3:00 Project Management
Colleen Cullinan, Praxis Learning Networks
The Interdependency of Banking, Economics and Cash Management
Kristen Ritchie, RBS
Card Payments Update
Colen Cromer, National City Bank
3:00 - 3:20 Afternoon Break
3:20 - 4:30 The RFP: A Vehicle to the Outer Limits of Productivity or Inefficiency: How to Effectively Wield this Powerful Instrument
Ernie Humphrey, AFP
CTP Exam Preparation Course
Working Capital Tools
* additional fee required
4:30 - 6:30 Reception: Casino Night
Join in the Las Vegas Style Party hosted by Broad Ripple Sertoma. You can choose from a variety of games, including Black Jack, Roulette, Craps, Texas Hold ‘em and more! Try your luck at any or all of the games at Casino Night.
TUESDAY, SEPTEMBER 16
7:30 - 8:30 Conference Registration and Continental Breakfast
8:30 - 9:20 Managing Through a Turbulent Economy
Jack Ablin, Economist, Harris Bank
9:20 - 9:40 Morning Break
9:40 - 10:30 Business Ethics — What Every Professional Needs to Know!
Bill Murphy, INCPAS
TBD The New Frontier: Using Your Mobile Device to Conduct Business
Amy Johnson and Margaret Jordan, CTP, Wells Fargo Bank
CTP Exam Preparation Course
Payments Systems; Cash Management; Short-term Investing & Financing Decisions
* additional fee required
10:30 - 10:50 Morning Break
10:50 - 11:40 Risk Management (Currencies and Commodities)
Dan Perkins, Crowe Chizek
NACHA Update
Mark Krawczyk, CZYK & Associates
Business Development at Purdue University
Julie Goonewardene, Purdue University
11:40 - 1:00 Luncheon Buffet, Scholarship Announcement
1:00 - 1:50 Treasury Workstations in Action
Scott Montigelli, Kyriba
Kurt Briggs, WellPoint
Reality vs. Hype:  The Truth about Bank Pricing and Treasury Services
Jim Brunnquell, Phoenix-Hecht
Growing Challenges with Global Cash Management
Jeff Tyrrell, RBS
CTP Exam Preparation Course
Short-term Investing & Financing Decisions
* additional fee required
1:50 - 2:50 Afternoon Break ~ Sponsor Break
2:50 - 3:40 Back Office Conversion and Optimized Routing: A Revolution in Depository Processes
Angela Weigold, Wells Fargo Bank
Online Cash Management Security: Beyond the User Login
Bill Barker, RBS
PCI Compliance
Dr. Suzanne H. Miller, CPT, CISA, CISM, CHS-III, QSA-PCI, The Compliance and Audit Group
CTP Exam Preparation Course
Treasury Management Systems; Electronic Commerce
* additional fee required
3:40 - 4:00 Afternoon Break
4:00 - 4:50 Emotional Intelligence
Tom Meier, Equis Consulting
CTP Exam Preparation Course
Sources of Capital; Capital Structure & Dividend Policy
* additional fee required
4:50 - 6:00 CTP Exam Preparation Course only
WEDNESDAY, SEPTEMBER 17
7:30 - 8:30 Conference Registration and Continental Breakfast
8:30 - 10:00 Vista...What's Different and What to Expect
Mark Strawmyer, Crowe Chizek and Company, LLC
CTP Exam Preparation Course
Global Treasury Environment; Global Treasury Organization & Liquidity Management
* additional fee required
10:00 - 10:15 Morning Break
10:15 - 11:45 Discovering New Payment Media: Exploring the Alternatives
Mark Krawczyk, CZYK & Associates
CTP Exam Preparation Course
Financial Risk Management; Operational & Insurance
Risk Management
* additional fee required
11:45 - 12:15 Closing Remarks
Angie Lofton and Cyndi Hendricks
12:15 Conference Concludes
12:15 - 1:00 Lunch Break CTP Review attendees only
1:00 - 2:30 CTP Exam Preparation Course
Corporate Governance & Ethics; Retirement Fund Management; Relationship Management
* additional fee required
2:30 - 2:45 Afternoon Break
2:45 - 4:15 CTP Exam Preparation Course
Test-taking Tips & Success Keys; 36 Question Practice Test; Wrap-up
* additional fee required

EXHIBITORS

Download the 2008 Sponsor Letter (pdf)

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 $133.00 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.

GREEN INITIATIVE

AFP-IN has adopted a new green initiative for the 2008 conference. In an effort to reduce waste and decrease the use of paper products at the meeting, there will be no paper copies of session handouts at the event. One week out from the start of the conference you will be provided a web link to the handouts available at that time. Please take a minute to review the handouts and print any you would like to review. Notebooks will be provided at the event for taking notes. The handouts will be available electronically for 6 months after the conference.

SUIT AND CLOTHING DRIVE: Making a difference in our community

AFP-IN is throwing its support behind two Indiana organizations that strive to make a difference in the lives of the disadvantaged and homeless in Indiana. During the AFP-IN annual conference in September we will be accepting donations on behalf of Dress for Success and Horizon House. These organizations are seeking the following clean, pressed and gently used items (suits, etc. on hangers if possible). Additionally, cash donations are always appreciated!

Dress for Success is an international, not-for-profit organization that promotes the economic independence of disadvantaged women by providing professional attire, support and career development tools to help women thrive at home and at work.

  • Skirted Suits
  • Pant Suits (especially sizes 16-24)
  • Dress slacks, skirts and blazers
  • Long & short-sleeved blouses
  • Shoes in excellent condition, flat or low-heeled pumps
  • Purses and briefcases
  • New hosiery
  • Portfolio binders
  • Conservative jewelry
  • Scarves

Horizon House is a private, not-for-profit organization providing services that help our homeless neighbors to develop self-sufficiency and permanently end their homelessness.

  • Men’s pants, jeans and shorts (especially sizes 32-40)
  • Socks
  • Belts
  • Underclothing

AFP-IN encourages you to clean out your closets in support of these two worthwhile organizations. Donor receipts will be available at the conference.

REGISTRATION

CLICK HERE TO REGISTER FOR THE 2008 CONFERENCE
American Beacon
Advisors
Conseco, Inc.
Fidelity Investments
Fifth Third Bank
First Merchants
Corporation
Huntington
National Bank
JPMorgan Chase
Bank
M&I Bank
National City Bank
Old National Bank
RPS, LLC
Wachovia Bank

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, 2008. 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.

AFP-IN ~ 116 S. Madison St, Suite A, Bloomington, IN 47404 ~ 812.339.6072 ~ Fax 812.339.0138 ~ info@afp-in.org