Author: Kyle Rice

2019/2020 Meeting Schedule

Meetings, News, Schedule

All meetings begin with lunch at 11:30.

February 12, 2020 – NOTE WEDNESDAY NOT THURSDAY!
Venue: Holmes Murphy – 2727 Grand Prairie Parkway, Waukee, IA
Speaker: Ross Ingersoll – Holmes Murphy
Topic: Cyber Liability and Current Trends

March 12, 2020
Venue: TBA
Speaker: TBA
Topic: TBA

April 9, 2020
Venue: TBA
Speaker: TBA
Topic: TBA

May 14, 2020
Venue: TBA
Speaker: TBA
Topic: TBA

Previous Meetings:

September 12, 2019
Funny Bone Comedy Club – West Des Moines
Speaker: Iowa AFP Board of Directors
Topic: “Making the Most of Iowa AFP”: Tools for Treasury Professionals, Upcoming Iowa AFP Announcements, Board of Directors Panel Discussion, Roundtable Discussion with Peers, & New Member Benefits

October 10, 2019
Embassy Club West – West Des Moines
Speaker: Kevin Christensen, Senior Vice President of Market Intelligence & Data Analytics – SHAZAM Network
Topic: Faster Payments, debit card industry, and the 2020/2021 NACHA rule changes

November 14, 2019
Des Moines Golf & Country Club – West Des Moines
Speaker: Derek Svoren, Interest Rate Risk Specialist, Commercial Rates and FX Solutions
Topic: Transition from LIBOR to SOFR

Holiday Party – December 11, 2019
Time: 4:00 pm
Venue: The Range Restaurant and Cocktail Bar
Address: 11865 Hickman Road, Urbandale

January 9, 2020
Venue: Des Moines Golf & Country Club – West Des Moines
Speaker: Michael A. Salerno, VP of Global Banking – FNBO
Topic: Global Banking

2018/2019 Officers

Officers

President
Julie Rivera
Principal Financial Group
president@iowaafp.com

Vice President
Chris Crawford
Farmers Mutual Hail
vp@iowaafp.com

Treasurer
Jenae Iverson
Community State Bank
treasurer@iowaafp.com

Secretary
Kristen Brownell
Piper Jaffray
secretary@iowaafp.com

Directors
Beverly Fenimore, CTP (2016-2019)
US Bank

Mark Phillips (2018-2021)
Bank Iowa

Lynette Bent (2017-2020)
EMC Insurance

Past President
Darin Woodward
Midwest Heritage Bank

Responsibilites of Officers

2018/2019 Meeting Schedule

Meetings, News, Schedule

All meetings begin with lunch at 11:30.

September 13, 2018
Des Moines Golf & Country Club – West Des Moines
Speaker: Adam Gregg, Lt. Governor State of Iowa
Topic: Iowa Economy, Tax Reform, Rural Iowa Initiative

October 11, 2018
Des Moines Embassy Club – Downtown Des Moines
Speaker: Becky Gibson – Senior Vice President, RVP Middle Market Banking, Wells Fargo Bank, NA
Topic: Cyber Security

November 8, 2018
Des Moines Golf & Country Club – West Des Moines
Speaker: Jon Augustine – Chief Investment Officer, BTC Capital Management
Topic: Economic & Market Overview

January 10, 2019
Des Moines Golf & Country Club – West Des Moines
Speaker: Megan Vollstedt – Executive Director, Iowa AgriTech Accelerator
Topic: Iowa AgriTech Accelerator

February 14, 2019
Des Moines Embassy Club – Downtown Des Moines
Speaker: Aaron Pearce, General Counsel for Continental Western Group
Topic: Planning, Strategy and Risk Management in the Vendor Selection Process

March 14, 2019
Des Moines Golf & Country Club – West Des Moines
Speaker: Adam Claypool, Managing Principal – BP Growth Partners
Topic: Investing in Innovation – Essential Do’s and Dont’s

April 11, 2019
Des Moines Embassy Club – Downtown Des Moines
Speaker: Tom Myers, Investment Professional
Topic: Bitcoin

May 9, 2019
Des Moines Golf & Country Club – West Des Moines
Speaker: John Lande, Dickinson Law Firm & Reed McManigal, Holmes Murphy
Topic: Cybersecurity – Threats, Liability, Insurance, & Mitigation

2017/2018 Officers

Officers

President
Darin Woodward
Midwest Heritage Bank
president@iowaafp.com

Vice President
Julie Rivera
Principal Financial Group
vp@iowaafp.com

Treasurer
Jenae Iverson
Community State Bank
treasurer@iowaafp.com

Secretary
Kristen Brownell
Piper Jaffray
secretary@iowaafp.com

Directors
Beverly Fenimore, CTP (2015-2018)
US Bank

Randi McLaughlin (2016-2019)
State of Iowa

Lynette Bent (2014-2017)
EMC Insurance

Past President
Kyle Rice
Polk County Treasurer

Responsibilites of Officers

2017 – 2018 Meeting Schedule

Meetings, News, Schedule

All meetings begin with lunch at 11:30.

We return again for the 2018/2019 season in September!

Previous Meetings:

September 14, 2017
Des Moines Golf & Country Club – West Des Moines
Speaker: Mike Fitzgerald, Treasurer State of Iowa
Topic: Budget

October 12, 2017
Des Moines Embassy Club – Downtown Des Moines
Speaker: Nina Hanselmann, VP – Working Capital Consulting
Topic: Faster Payments: Impact on Working Capital Strategies

November 9, 2017
Des Moines Golf & Country Club – West Des Moines
Speaker: Todd Wegener – Grant Thornton
Topic: “Moving your Budgeting Process to the Cloud”

January 23, 2018
Des Moines Embassy Club – Downtown Des Moines
Speaker: Patrick Dix, Shazam
Topic: Standards In Payments

February 8, 2018
Des Moines Golf & Country Club – West Des Moines
Speaker: John Schmidt, GuideOne
Topic: Lean Operations at GuideOne

March 8, 2018
Des Moines Embassy Club – Downtown Des Moines
Speaker: Miles Weis, Holmes Murphy
Topic: Cyber Trends and Exposures

April 12, 2018
Des Moines Golf & Country Club – West Des Moines
Speaker: Jonathan Hall, CFO – Krause Holdings
Topic: Get Your Head Out of the Sand: Finance Pros Need to Embrace the Wave of Disruptive Tech

May 10, 2018
Des Moines Embassy Club – Downtown Des Moines
Speaker: Adam Schwab, Director of Investments – American Enterprise Group
Topic: The U.S. Pension Crisis: Learning from Past Mistakes

May 2, 2017 MNAFP – 35th Annual Conference

Conferences, News

 

Minnesota AFP’s
35th Annual Conference
Today’s Vision.  Tomorrow’s Reality.
Tuesday – May 2, 2017For Treasury and Finance Professionals

Saint Paul RiverCentre
St. Paul, MN
Please click here to view our registration page.  We are providing you with a link here to view a PDF Grid listing of all the presentations offered along with our breakfast and keynote speakers’ information.

 

Minnesota Association for Financial Professionals

 

Early Bird (non-member) by March 23           $315/$260*
Regular (non-member) by April 10                  $365/$285*
Late (non-member) after April 10                    $415/$285*
*Half day registration – price includes lunch/conference materials.

www.mnafp.org
PH 763.577.0018

Eliminate Lockbox Fees & Payment Processing Tasks – Webinar 2/16/17

Webinars

 

Complimentary Webinar
Breaking the Bank: How Your A/R Team Could Eliminate Lockbox Fees and 90% Payment Processing Tasks
 Thursday, February 16, 2017 | 1:00 PM – 2:00 PM CST
REGISTER NOW
For all A/R teams, large volume of check payments create a direct cost impact with high bank lockbox fees and time lost to inefficient, manual exception handling and cash posting.

Cusotmers paying via ACH, add to the burden. ACH and other electronic payments require manual reconciliation because of non-standard or incomplete remittance data received via a multitude of sources including emails, email attachments and web portal, minimizing the speed and cost advantages of electronic payments.

Join, Elaine Nowak, Director, Product Management, HighRadius, as she walks you through how leading credit and A/R teams from Danone, adidas, Starbucks are moving from a completely manual, supervised process to automating more than 90% manual tasks and eliminating bank lockbox fee.

In this webinar, Elaine will help you understand how to:

  • Diagnose the cash application process to identify low-value tasks suitable for automation
  • Benefit from faster ACH paying customers and remove issues with remittance information
  • Reduce A/R operation costs by eliminating bank lockbox data key-in fees
  • Optimize downstream A/R processes such as collections and deductions management by more speedy and complete cash application
  • Achieve zero-touch automation of payment processing and cash posting with NACHA’s Preferred Partner technology for cash application
Speaker

  • Elaine Nowak, Director, Product Management, HighRadius
Thursday, February 16, 2017 | 1:00 PM – 2:00 PM CST
REGISTER NOW
You will receive the recording if you cannot attend.