|
2009 Circle City Treasury Management Conference The 20th Annual Circle City Treasury Management Conference will be held August 17-19, 2009 at the Sheraton Indianapolis City Centre Hotel. This year's theme is Treasury Foundations: Building Pillars of Excellence.
The Association for Financial Professionals of Indiana (AFP-IN) is pleased to host the 20th Annual Circle City Treasury Management Conference. AFP-IN is partnering with EPCOR (formerly MPX) to bring you a wider array of learning opportunities:
CONFERENCE DRESS CODE CONFERENCE SESSIONS SMOKING NAME BADGES
Membership fee is good thru December 30, 2009.
As the executive producer of Seattle’s legendary comedy TV show, Almost Live!, Bill led a talented and highly creative team to unparalleled success: a #1 rating for ten straight years, and over 100 Emmy Awards (29 of which went to Bill). At the same time, he also owned his own corporate training company, authoring nine training programs in subjects ranging from Office Politics to Customer Service to Team Motivation. From Maine to Malaysia, Bill is committed to helping his audiences achieve their highest potential—while maintaining a sense of fun along the way! Program Description: Business the Beatles’ way? Why not? We’ve learned the success secrets of everybody from Bart Simpson to Attila the Hun. So why not take a few tips from four of the most successful people in modern history? Beatle expert Bill Stainton says their success wasn’t just a fortunate mix of genius and luck—it was a function of conscious decisions. This presentation focuses on five of those decisions—The 5 Best Decisions the Beatles Ever Made—covering areas from leadership to teamwork to managing change. So get ready to laugh, get ready to play, and get ready to learn. Here come the Beatles! FEATURED SPEAKERS
Estep formerly served as executive vice president of U.S. Bank’s Transaction Services division and was accountable for the general management of the division, which included Elan ATM & Debit Services, ATM Banking Product and Operational Support, ATM Services, and EFT Network support. She led the Elan ATM & Debit business unit that provides ATM and debit card processing and related services to over 2,000 clients including other financial institutions, independent sales organizations, and commercial, government and retail businesses. She joined U.S. Bank in 1997 with responsibility for their Merchant Payment Services division, previously holding a variety of management positions in technology-intensive companies. Prior to U.S. Bank, Estep was general manager of the Twin Cities Laboratory and vice president of sales and marketing for Pace Analytical Services; she also spent 15 years at IBM in a variety of field and corporate positions.
Mark is a CTP (Certified Treasury Professional), has twice served on the Board of Directors of the Association for Financial Professionals (AFP), and serves on the faculty for the Graduate School of Banking at LSU in Baton Rouge. He is actively sought as an entertaining and informative conference keynote speaker and as a knowledgeable practitioner (some might even say an expert) on treasury management, financial operations and change management issues across the country. Mark received both his undergraduate degree and MBA from Oklahoma State University.
Mark's work has been featured in The New York Times, The Wall Street Journal, BusinessWeek, USA Today and many other publications. He is also a frequent guest on CNBC, CNN, National Public Radio and the NewsHour with Jim Lehrer. He is a native of Atlanta and holds a BBA in Economics from the University of Georgia, a MBA from the University of North Florida and has completed further graduate work in economics at the University of Florida. Mark also completed the NABE Advanced Training in Economics Program at Carnegie-Mellon University. He is a member of the American Economic Association, American Real Estate and Urban Economics Association, National Association of Business Economics and Charlotte Economics Club, which he co-founded. In addition, Mark serves on the Board of Directors for the Southeast Florida Economics Club and serves as the chief economist for the North Carolina CCIM. He is a member of the USA Today forecasting panel and was also named as one of the Charlotte Business Journal’s 40 under 40. In addition, Mark is a Distinguished Lecturer/Practitioner at the Terry College of Business at the University of Georgia and served four terms as a member of the Governor's Advisory Board of Economists for the Commonwealth of Virginia.
Ms. Wishon provides oversight of all critical functions of the organization, including the EPCOR annual payments conference. She is a frequent speaker at various payments industry conferences, including NACHA’s Payments Conference and conducts on-site training for member financial institutions. Ms. Wishon participates on many NACHA rules work groups, sits on the NACHA Arbitration panel and represents the EPCOR membership on the Electronic Check Council and the Internet Council. She is a member of the Regional Payments Associations Executives Leadership Forum and actively participates on the Education and Audit Committees.
Biographies for all 2009 speakers available here!
BROCHURE Download the 2009 Circle City Conference brochure by clicking here (pdf).
Click on the speaker's name to view his or her biography and the session title to view a description. GENERAL SESSIONS Keynote: The 5 Best Decisions the Beatles Ever Made and Why You Should Make Them Too! ACH Network Update: A Leadership Perspective Treasury Foundations: The Pillars of Personal and Personnel Professional Development Building Pillars of Excellence Economic Update An Update on the Payment Systems CONCURRENT SESSIONS RDC FFIEC Guidance: Reading Between the Lines Network Safety, Soundness and Best Practices Cyber-Criminal Focus on Financial Institutions in Indiana Choosing a Treasury Workstation Treasury Services in 2009: What to Expect From Your Bank The Importance of Service in Today's Acquiring Market Cyber Liability - Are You Protected? The 3 R's: Risk, More Risk and Regulators Lockbox The Credit Crisis: Government Actions & Implications for Cash Investors Working Capital Optimization: From Visibility to Execution Debit Card Exceptions An Update on RDC Managing Documentation & Legal Liability Issues in The Banking/Customer Relationship Online Payments: Beyond the Basics Challenges and Exceptions in the World of Image Exchange PCI Compliance Investing in Turbulent Times Accounts Under Attack: The $264,000 Email The Tangled Web of Lies: ACH Fraud from the Corporate View Evolution of the Strategic Treasurer Making the Business of Payables Pay Ethics: Revisiting the Foundation and Ethical Framework Managing the Multitude of Payment Methods Download the 2009 Sponsor Letter (pdf)
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 $137.00 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 adopted a new green initiative for the 2008 conference and will continue it in 2009. In an effort to reduce waste and decrease the use of paper products at the meeting, there will be no paper copies of session presentations or handouts at the event. One week before the conference you will be provided a web link to the available presentations. At that time, please review them and print the ones you would like to have at the conference. The presentations will be available online for 6 months after the event.
FOOD DRIVE AFP-IN is throwing its support behind an Indiana organization that strives to make a difference in the lives of senior citizens and low-income families in Indiana. During the AFP-IN annual conference in August we will be accepting donations on behalf of Chip Hoosier Memorial Food Pantry. The pantry gathers food, prepares bags and delivers food to 125 senior citizen and low-income families the second Saturday of each month. They are unique because they deliver food to their recipients. It is strictly a volunteer effort. They fund the pantry by holding a bowling tournament the first Saturday of August each year and with personal donations and donations from other area communities and churches. They also are fortunate enough to be the recipients of food from occasional school and community food drives. In addition to the 125 families that they regularly serve, they also distribute food throughout the month to people who walk in or call the office and express a need for food. Chip Hoosier was a long time volunteer at the Pantry but was senselessly killed in 2006 as he worked one evening as a cab driver. They added his name to the pantry in memoriam. AFP-IN encourages you to support this worthwhile organization with food donations. Donor receipts will be available at the conference. CLICK HERE TO REGISTER FOR THE 2009 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 online 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 CANCELLATIONS
|
|||||||||||||||||||||||||||
Biography: Bill Stainton is a multiple Emmy-Award-winning TV producer, writer, and performer; an author, a business humorist; an internationally-recognized Beatles expert. He blends the business smarts he learned from twenty years in corporate management with the show biz sparks he gleaned from working with people like Jerry Seinfeld, Ellen DeGeneres, and Jay Leno to create entertaining and enlightening presentations enjoyed by audiences around the world!
Jan Estep: Jan Estep is President and Chief Executive Officer of NACHA – The Electronic Payments Association. Estep oversees NACHA’s daily operations and works to promote the development of ACH electronic payment solutions that improve the payments system for the benefit of its members and their customers.
Mark Krawczyk: Mark has over thirty years of management experience spanning two centuries in banking, corporate finance, treasury operations and human resources. Mark is the principal and owner of his own firm, CZYK & Associates. Through his company, Mark provides consulting, training and professional speaking services to clients around the country. Through numerous writings, lectures, seminars and speaking engagements, Mark brings a unique, insightful and, many times, humorous perspective to contemporary issues facing higher education and corporate America today. 
Mark Vitner: Mark Vitner joined Wachovia in 1993 and is responsible for tracking U.S. and regional economic trends. He writes and produces several publications for Wachovia, including the Weekly Economic & Financial Commentary, the Monthly Economic Outlook, and regular updates on the housing markets, regional economies, and inflation. In addition, Mark compiles Wachovia’s macro and interest rate forecasts. Prior to joining Wachovia, Mark was economist for Barnett Banks in Jacksonville, Florida.
Wendy Wishon: Ms. Wishon has over 30 years experience in the financial institution industry including retail, operations and training for a community bank, a savings and loan and a large commercial bank. She also managed software conversions for a core banking software vendor for three years and joined MPX, now EPCOR, in 1996.