2010 Circle City Treasury Management Conference

The 21st Annual Circle City Treasury Management Conference will be held August 23-25, 2010 at the Hyatt Regency Indianapolis. Check back later for more detailed plans of the 2010 conference as they become available.

OVERVIEW

The Association for Financial Professionals of Indiana (AFP-IN) and EPCOR are pleased to host the 21st Annual Circle City Treasury Management Conference. With AFP-IN and EPCOR (formerly MPX) joining forces, we are able to offer a wider array of learning opportunities.

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.

Membership fee is good thru December 31, 2010

COL Todd D. Townsend

Colonel Todd Townsend enlisted in the Indiana National Guard in 1978 while still attending Martinsville High School. He graduated from the Indiana Military Academy in 1981, accepted his commission in 1984 and then completed the Infantry Officer Basic Course in 1985. Colonel Townsend then completed flight school in 1986 and is now a Master Army Aviator having flown over 2,300 hours in the TH-55, UH-1, UH-60 and C-12. He also holds a B.S. degree from Indiana University.

Prior to assuming command of the Camp Atterbury Joint Maneuver Training Center on January 30th, 2009, Colonel Townsend served as the aviation Task Force Executive Officer during the 1996 Olympic support mission and commanded an aviation task force during the hurricane Katrina relief effort. He served as the State Aviation Officer for the Indiana National Guard from 2002 through 2006 and as the Director of Military Support in 2007. Colonel Townsend also served as the 76th Infantry Brigade Combat Team and Joint Base Balad safety officer in Operation Iraqi Freedom.

Colonel Townsend currently lives in Greenwood with his wife of 18 years, Debbie. They have two children, Haley and Eric.

Session Title: Atterbury-Muscatatuck: National Defense Training Center and Economic Engine in Indiana

Ann-Marie Bartels, President and CEO, EPCOR

Ann-Marie Bartels is Chief Executive Officer of EPCOR, a not-for-profit trade association established through the July 2009 merger of Mid-America Payment Exchange (MPX) and Payments Central. EPCOR is devoted to providing timely and relevant payments education and support to financial institutions and their customers to help them maintain compliance, improve operational processes and mitigate risk and fraud. EPCOR members include over 2,300 banks, credit unions, thrifts and affiliated organizations throughout the central United States.

As CEO, Ann-Marie is responsible for establishing strategic direction, in conjunction with the EPCOR Board of Directors, and assuring that all EPCOR initiatives are in concert with and support of the association’s mission. She currently serves as chair of NACHA’s Communications & Marketing Advisory Group (CMAG) and is a member of the Global Payments Forum and U.S. International Committee. Ann-Marie has previously served on the Corporate Payments Council, Council for Electronic Billing & Payment, Electronic Check Council, Internet Council and Project Action steering committees, the Payments Institute Board of Regents, the ACH Marketing Management Group and numerous rules work groups and payments industry committees.

Session Title: International Payments

Ernie Humphrey, Senior Director, Membership & Treasury, Proformative

Ernie Humphrey has over 15 years of experience in treasury and finance, encompassing working capital management, financial risk management, investment management, financial reporting and acquisition integration management. Ernie currently serves as Senior Director, Membership and Treasury Programs for Proformative. In his current role Ernie develops and delivers best-in-class, free professional resources for treasury and finance professionals. Prior to joining Proformative, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals (AFP). He has a B.S. degree and an M.S. degree in economics, both from Purdue University. He has authored several published articles on working capital management, acquisition integrations, payroll cards and positive pay services in addition to various articles dealing with professional development. Ernie is a Certified Treasury Professional (CTP) and a frequent speaker at AFP events.

Session Titles: Treasury Management Trends; Cash Forecasting

Jeff Lanza, Retired FBI Special Agent

Jeff Lanza was an FBI Agent for over 20 years. During his tenure at the FBI, he investigated corruption, corporate fraud, money laundering, computer crime and organized crime. He served as head of internal security of the Kansas City FBI and as a regional spokesman.

Jeff has participated in hundreds of television, radio and newspaper interviews including appearances on The Today Show, Good Morning America, CBS This Morning, Larry King Live, Hannity and Colmes, Fox and Friends, CNN Primetime with Wolf Blitzer and National Public Radio.

He is a professional speaker who has provided over 750 presentations on the topics of crisis communication, ethics, identity theft, cyber-crime and more. He is also an FBI certified instructor who has trained numerous government agencies and corporate clients on how to handle the media tricks that the national television personalities such as Connie Chung and Chris Hansen used on him during his nearly two decades as a crisis communicator with the FBI.

Prior to his career as an FBI agent, Jeff was employed by Xerox Corporation as a Computer Systems Analyst. He has an undergraduate degree in criminal justice from the University of New Haven (Connecticut) and an M.B.A. from the University of Texas.

Session Title: Hoodlums to Hackers: How Criminals Get Our Information and What We Can Do to Stop Them

Craig F. Thomas, Vice President and Senior Economist, The PNC Financial Services Group

Craig F. Thomas is responsible for leading PNC's regional economic forecasting and analysis for the 13 states and major metropolitan areas, including the District of Columbia, that comprise PNC’s core economic footprint. In addition, Craig focuses on economic issues related to residential and commercial real estate nationwide. He also assists with the analysis of U.S. economic and financial market conditions and prospects.

Before joining PNC in 2009, Craig served as Director of Research for Citi Property Investors, a division of Citigroup Inc., where he led market research throughout North America, Europe and Asia. Prior to that, he served as Director of Research and Research Systems for CB Richard Ellis/Torto Wheaton Research. In addition, he served as Director of Regional Models for Economy.com, Inc.

Craig attended the University of Maine where he earned a bachelor’s degree in business administration and in economics, as well as a master’s degree in agriculture and resource economics. He is also the author of The Econosphere (FT Press, November 2009).

Session Title: Indiana's Economy Amid the Recovery

Life Cycle of a Credit/Debit Card Transaction from Acceptance to Payment
Jim Nelson, JP Morgan Chase

P-Card Trends
Colen Cromer, CTP,PNC Bank