Author: Kyle Rice

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.

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: TBA
Topic: TBA

April 11, 2019
Des Moines Embassy Club – Downtown Des Moines
Speaker: TBA
Topic: TBA

May 9, 2019
Des Moines Golf & Country Club – West Des Moines
Speaker: TBA
Topic: TBA

Previous Meetings:

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

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.

Effectively Mitigating Payments & Cyber Security Risk Exposures – Webinar 2/9/17

Webinars

TreasuryJobs.com is thrilled to offer our first webinar of 2017 on Thursday, February 9th, Effectively Mitigating Payments & Cyber Security Risk Exposures: Your Career Depends on It , as part of our ongoing commitment to impact the career success of Treasury professionals.

 

The evolution of the Treasury function involves more ownership of the mitigation and management of financial & operational risk exposures which encompass payments and cyber risk exposures. Does your company have the right methods, technology and tools in place to minimize fraud and cyber security risk exposures?

 

I personally invite you to join us to discover how Treasury leaders can collaborate with IT, HR, sales, marketing and other company leaders to identify, monitor and manage these risk exposures, and devise a comprehensive data breach response plan to mitigate the cost of any data breach.

The specific learning objectives for the webinar are as follows
* Identify current and emerging payments and cyber risk exposures at your company
* Mitigate current and emerging payments and cyber risk exposures at your company
* Construct a data breach response plan to minimize the costs of a data breach or another event that impacts key technology resources.

 

You can  register at  http://bit.ly/CPRTIS to impact your career, and earn CTP credit. 

Getting It Right: Balancing Profitability, Liquidity & Risk in 2017 – Webinar 1/12/17

Webinars

Getting It Right:
Balancing Profitability, Liquidity and Risk in 2017

 

https://attendee.gotowebinar.com/register/7615487293737363715?source=Stone+Castle

Thursday, January 12, 2017
2:30-3:30PM

 

Cash forecasting will take on new meaning for treasury professionals in 2017.

The combination of allocating cash toward its “best use” together with rising rates, Basel III, Section 385 regulations and the potential for cash repatriation or a complete US tax reform from a new administration in the White House will put a premium on the Treasury’s ability to manage these many moving parts.

During this complimentary webinar, FENG, Fitch Ratings and StoneCastle Cash Management will introduce key issues every practitioner needs to consider to optimize their forecasting and liquidity management strategies in 2017.

 

Panelists
Brandon Semilof, Managing Director, StoneCastle Cash Management
Ian Rasmussen, Senior Director, Fitch Ratings
Bruce Lynn, Managing Partner, FENG

Topics for Discussion
– How much liquidity is “enough”?
– How much risk is “too much”?
– If you were over borrowed, under invested and over exposed, how would you know?

Without the right set of goals or ability to measure “success”, 2017 could prove to be a bumpy ride.

After all, what gets measured gets managed.