2019/2020 Meeting Schedule

Meetings, News, Schedule

ALL EVENTS CANCELLED DUE TO COVID-19

All meetings begin with lunch at 11:30.

April 9, 2020
CANCELLED

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

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

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: Des Moines Golf & Country Club – West Des Moines
Speaker: Panel – Courtney Clarke, Miles Capital; Debbie Ladehoff, Farmer’s Mutual Hail; Melissa Schilling, Dickinson Law
Topic: Coronavirus (COVID-19)

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