2018/2019 Meeting Schedule

Meetings, News, Schedule

All meetings begin with lunch at 11:30.

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: TBA
Topic: TBA

February 14, 2019
Des Moines Embassy Club – Downtown Des Moines
Speaker: TBA
Topic: TBA

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

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

2016 – 2017 Meeting Schedule

Meetings, News, Schedule

All meetings begin with lunch at 11:30.

Previous Meetings:

September 8, 2016
Des Moines Golf & Country Club – West Des Moines
Speaker: Pam Brodsack – Chief Technology Officer, TMG
Topic: “Will Blockchain Change the World?”

October 13, 2016
Des Moines Embassy Club – Downtown Des Moines
Speaker: Holger Ebert – TM Division Manager, Wells Fargo
Topic: “Millennials Coming of Age?”

November 10, 2016
Des Moines Golf & Country Club – West Des Moines
Speaker: Adrienne Baughman – President Forbs Export Services
Topic: Exporting & International Business

January 12, 2017
Des Moines Embassy Club – Downtown Des Moines
Speaker: Robin Anderson, Senior Economist for Principal Global Investors
Topic: The Economy

February 9, 2017
Des Moines Golf & Country Club – West Des Moines
Speaker: Steve McCullough, President – Iowa Student Loan
Topic: Iowa Student Loan Corporation

March 9, 2017
Des Moines Embassy Club – Downtown Des Moines
Speaker: Magnus Carlsson, National AFP
Topic: Electronic Payments Survey Report

April 13, 2017
Des Moines Golf & Country Club – West Des Moines
Speaker: Dave Nelson, President – Integrity
Topic: Social Engineering – The Imminent Threat Faced By All Employees

May 11, 2017
Des Moines Embassy Club – Downtown Des Moines
Speaker: Eric Lansky, StoneCastle Cash Management
Topic: Managing Short Term Cash Post MMF Reform

2015-2016 Meeting Schedule

Meetings, Schedule

The 2015/2016 Season has concluded. The first meeting of the 2016/2017 season will be September 8, 2016.

Be sure to check the website for details as the date approaches!

2015/2016 Regular Meetings:

September 10, 2015
Des Moines Golf & Country Club
Speaker: Ryan Louvar, Bank of America Merrill Lynch
Topic: Positioning Treasury For Growth in the New Liquidity Environment

October 8, 2015
Downtown Embassy Club
Speaker: Ned Flynn, Merit Resources
Topic: Legal & Legislative Updates

November 12, 2015
Des Moines Golf & Country Club
Speaker: Dave Swenson, Iowa State University
Topic: Iowa Economy, Rural vs. Urban Outlook, Iowa Labor Force Demographics

January 14, 2016
Downtown Embassy Club
Speaker: Dan Reichardt, Dwolla
Topic: Dwolla – updates, news, etc.

February 11, 2016
Des Moines Golf & Country Club
Speaker: Tammy Bond, The Team Optimizer
Topic: Going From Communication Breakdown to Breakthrough

March 10, 2016
Downtown Embassy Club
Speaker: Randy Ripperger, Polk County Assessor
Topic: Polk County Assessor’s Office

April 14, 2016
Des Moines Golf & Country Club
Speaker: Magnus Carlsson, Association for Financial Professionals
Topic: AFP Payments Fraud and Control Survey

May 12, 2016
Downtown Embassy Club
Speaker: Andy Ai, PNC Treasury Management Consulting Group
Topic: Lockbox Automation: Trends and Tools

2014-2015 Speaker Schedule

Meetings, Schedule

All meetings begin at 11:30am.

September 9, 2014
Des Moines Golf & Country Club
Speaker/Topic: Jim Gilligan – Assistant Treasurer, Great Plains Energy/Regulatory Update: 2014 Money Fund Reform

October 9, 2014
Downtown Embassy Club
Speaker/Topic: Robin Anderson – Principal Global Investors/Divergences and Intersections: Global Economic Outlook

November 13, 2014
Des Moines Golf & Country Club
Speaker/Topic: Daniel Blumen – Treasury Alliance/Bank Relationship Management & RFPs

January 8, 2015
Downtown Embassy Club
Speaker/Topic: David Roederer – Director, Iowa Department of Management/State Budget Process

February 12, 2015
Des Moines Golf & Country Club
Speaker/Topic: Bruce Lynn, CTP – Managing Partner, The Financial Executives Consulting Group (FECG LLC)/How Should Treasury Measure “Success”?

*Raccoon River Brewery – Special Happy Hour Event
*4:30-7:00pm

March 12, 2015
Downtown Embassy Club
Speaker/Topic: Brian Mulcahy – Des Moines Airport Authority/Updates on the Des Moines Airport

April 9, 2015
Des Moines Golf & Country Club
Speaker/Topic: Danny Beyer/Networking and Social Media

May 14, 2015
Downtown Embassy Club
Speaker/Topic: Matt Davies – Dallas FED/Hot Topics on Payments

Meetings for 2015 will resume on September 10th at the Des Moines Golf & Country Club in West Des Moines! Have a great summer!