|
DATE
|
SPEAKER
|
ORGANIZATION
|
TOPIC<
|
| February 19, 2008 |
Vivian Wright Defrees |
Success Development |
The Impact of Domestic Violence in the Workplace |
| January 15, 2008 |
Steve Schenck |
Merril Lynch |
Economic Forecasting for 2008 |
| 2007 |
| December 11, 2007 |
Lt. Govenor Becky Skillman |
The State of Indiana |
State of Indiana Economic Update |
| November 13, 2007 |
Randy Bateman, Chief Investment Officer |
Huntington Bank |
The Law of Unintended Consequences |
| October 9, 2007 |
John Straub, CPA, CFE, CIA |
Straub Forensic Consulting, Inc. |
Avoiding Pitfalls in Workplace Investigations |
| May 8, 2007 |
Tom Behringer |
Solupay |
Retail Check Conversion at the Point of Purchase |
| April 10, 2007 |
Greg Hansen |
Wells Fargo |
Latest NACHA rule on BOC |
| March 13, 2007 |
Merri Beth Lavagnino |
Indiana University |
Sensitive Data Exposure-Risks & Response |
| February 13, 2007 |
|
|
Cancelled due to the weather |
| January 9, 2007 |
Joel Profitt |
Fifth Third Bank |
A Treasurer's Guide to Investments |
| 2006 |
| December 12, 2006 |
Kathleen McNeely |
Assistant Vice President and Executive Director of Financial Management Services, Indiana University |
The speaker will review the concepts and objectives of Internal Controls and discuss the challenges that exist with internal controls; both in a centralized and decentralized environment. Discussion will focus on the exposures that exist for treasury operations with internal controls. Ideas on how the Treasurer's office can assist their organization in strengthening internal controls will be a focus. |
| November 14, 2006 |
John Bergeson |
Remittance Processing Services, LLC |
Wholesale and Retail Lockbox Tour |
| October 10, 2006 |
Blanche E. Roberts |
PricewaterhouseCoopers |
Sarbanes-Oxley - An Update
This session provides an overview of the aftermath of compliance efforts from a company-wide perspective and from a treasury perspective in particular. What have been the results, challenges and benefits from Sarbanes-Oxley so far and what are the implications and directions for the future? |
| May 9 , 2006 |
Paula Speigal-Butler |
Vice President and Product Manager, National City Bank's Global Trade & Treasury Solutions |
Return Check Concentration: A Comprehensive Approach
The presentation will answer your RCC questions beginning with an overview of what it is and how it works. This session will address the processing requirements and workflow to ensure all parties reap the benefits of consolidated returns.
|
April 11, 2006
|
Joseph Mikel |
Relationship Management & Business Development, RemitStream Solutions |
Remote Capture: Do the Cons Outweigh the Pros? |
| March 14, 2006 |
Keenen Hauke |
Samex Capital Partners |
Abolish the Federal Reserve and replace it with each other. The average American feels that the most powerful tool for fighting inflation is the Federal Reserve. That's bunk! The best inflation fighting tool we have is...(you have to show up to find out). |
| February 14, 2006 |
Connie Nass |
Auditor, State of Indiana |
EFT Initiatives and a Report on the State's Finances |
| January 10, 2006 |
Rebecca Towne |
Union Federal Bank |
Overview of the new Capital Accord (Basel II), including its relevance to institutions of all sizes. |
| 2005 |
| December 13, 2005 |
Tom Ritter, VP Corporate Finance |
Fifth Third Bank |
Managing interest rates through volatile change. |
| November 8, 2005 |
LaVonne Whitmer |
Old National Bank |
Ms. Whitmer will discuss the current investment environment given recent Federal Reserve movements and the transition from a Greenspan 'Fed' to a Bernanke 'Fed.' |
| October 18, 2005 |
PANEL |
PANEL |
PANEL: What€™s New from the AFP Annual Conference. Come listen to a panel of your peers discuss what they learned from the Annual AFP Conference in San Antonio. |
| September 19-21, 2005 |
Annual Circle City Treasury Management Conference |
Radisson Hotel City Centre, Indianapolis, IN |
|
| May 10, 2005 |
Joe Mikel
VP, Relationship Executive |
Fiserv's RemitStream Solutions |
Lockbox Mailing - Impact on Days Sales Outstanding |
| April 12, 2005 |
Martin Mauro |
Merrill Lynch |
Corporate Investments |
| March 8, 2005 |
Dave Voris,
VP, Head of Treasury Management |
5/3 Bank |
Update on Check 21 |
| February 8, 2005 |
Randy Sutton,
VP of Security |
Union Federal Bank |
Internal Fraud |
| January 11, 2005 |
Morton Marcus |
|
Economic Update/Outlook |
| 2004 |
| December 14, 2004 |
Joe McGroff |
Ice Miller |
Sarbanes Oxley |
| November 9, 2004 |
Michelle Allen |
Moneris Solutions |
Merchant Card Processing |
| October 12, 2004 |
Megan Anderson |
Fifth Third Bank |
International Cash Management, Basic Concepts, Trends and Challenges |
May 11, 2004
|
Kevin Keller,
COO |
Association for Financial Professionals (AFP) |
AFP Update
|
April 13, 2004
|
Bradie Barr,
District Manager |
Selkirk Financial Technologies
|
Best Practices in Cash Forecasting
|
March 9, 2004
|
Daniel Littman
|
Federal Reserve Bank of Cleveland |
Check 21 Update
|
February 10, 2004
|
Karen Anderson,
Vice President |
Unclaimed Property Recovery & Reporting |
Unclaimed Property Requirements and Best Practices |
| January 13, 2004 |
Matthew B. Beck |
5/3 Investment Advisors |
Economic Outlooks and Market Forecasts |
| 2003 |
| December 9, 2003 |
Walter Hellweg,
Senior VP and Senior Portfolio Manager |
Union planters Bank |
Economic Update |
| November 18, 2003 |
Karen Johnson,
Compliance Officer |
Huntington National Bank |
The U.S. Patriot Act |
| October 14, 2003 |
Dan Johnson |
Performance Mastery |
Releasing Your Creative Spirit at Work and Home |
| June 10, 2003 |
Lucy Suarez,
CCM, Senior Business Consultant |
Banklink |
Cash Management: Are You The Weakest Link? |
| May 13, 2003 |
Paul Coan,
Financial Advisor, Retirement Planning Specialist |
Morgan Stanley |
Fixed Income Portfolio Management |
| April 8, 2003 |
Mark Defabis |
Paradym Technologies |
Secure Internet Transactions |
| March 11, 2003 |
Therese Kelly,
VP Card Sales Specialist |
Bank One |
Charge It and Save; Purchasing Cards and Stored Valueu Cards Growing Acceptance |
| February 11, 2003 |
Lucy Tilenni,
VP, Product Mgr. |
National City Bank |
Streamlining Your Receivables and Leveraging Technology |
| January 14, 2003 |
Steve Guse |
Treasury Strategies |
Conducting a Best Practices Treasury Review |
| 2002 |
| December 10, 2002 |
Russell Sheldon,
Senior Economist & VP |
Harris/Bank of Montreal |
Economic Update |
| November 12, 2002 |
Joan E. Ridgeway,
President |
Consulting Resources, Inc. |
Leadership..From Cocoon to Butterfly: How the Larva Prepares to Soar! |
| October 8, 2002 |
Mike Bosway,
President & CEO |
City Securities, Inc. |
History and Development of City Securities, Inc. and the responsibility that corporations have to investors. |
|
May 14, 2002
|
Cathy R. Gregg,
Partner
|
Treasury Strategies, Inc.
|
Growing Pains: Keeping Treasury Fit in a Growing Company
|
|
April 9, 2002
|
Joe Bill Wiley,
Principal
|
Capital Cities
|
Outsourcing the Investment Performance Reporting Function
|
|
March 12, 2002
|
David E. Stoll,
CFO
|
Delco Remy International, Inc.
|
"Going Public, Going Private" - A walk through taking a company public and then taking the company private.
|
|
February 12, 2002
|
Kathi Coon,
Senior VP
|
Marsh, Inc
|
Insuring Directors and Officers and Other Financial Risk
|
|
January 8, 2002
|
Mr. Tim Berry,
Treasurer of the State of Indiana
|
State of Indiana
|
State of Economy in Indiana
|
| 2001 |
|
December 11, 2001
|
Mr. Adam Ravens,
VP Corporate Foreign Exchange
|
Keybank
|
Foreign Exchange Basics
|
|
November 13, 2001
|
Mr. Joell Proffitt
and Guest
|
A.G. Edwards
|
Interest Rates, 30-Year Bonds, and the Consumer
|
|
October 9, 2001
|
Peter G. Thursby,
Senior VP Loan Syndications
|
LaSalle Bank NA, Chicago, IL
|
Syndicated Bank Financing Market and How Syndicated Bank Financing Works
|
