January 8, 2015 – Downtown Embassy Club

Meetings, News

Good morning.  I hope everyone is doing well and ready for the holidays.  Below you will find some reminders and dates for the coming year.

Items to remember:

  • Next meeting:  January 8th at 11.30 at the Downtown Embassy Club
  • Lunch Options:  Buffet style lunch
  • Speaker:  Department of Management’s Director Mr. David Roederer and he will be speaking on the State Budget Process
  • Please view additional items on our website at iowaafp.org for registration, newsletters, and events
  • November Meeting Presentation:  Mr. Daniel Blumen’s presentation is attached
  • February 12th at DSM Golf:  Mr. Bruce Lynn, CTP and Managing Partner, The Financial Executives Consulting Group, LLC.  Mr. Lynn will be speaking on ‘How Should Treasury Measure Success.’
  • Holiday Party:  This will be in February, more details to come.

 

Have a wonderful holiday season and Happy New Year.

Best,

Mark K Phillips |Vice President, Treasury Services & International

Bankers Trust Company

2014/2015 Officers

Officers

President
Kari Hanson
Principal Financial Group
hanson.kari@principal.com
515-235-1320

Vice President
Daniel Hoover
FBL Financial Group
daniel.hoover@fblfinancial.com
515-225-5691

Treasurer
Kyle Rice
Polk County Treasurer
kyle.rice@polkcountyiowa.gov
515-286-3042

Secretary
Mark Phillips
Banker’s Trust
mphillips@bankerstrust.com
515-245-5276

Directors
Lynette Bent
EMC Insurance
lynette.s.bent@emcins.com
515-345-2105

Courtney Maxwell
Life Care Services
maxwellcourtney@lcsnet.com
515-875-4799

Randi McLaughlin
State of Iowa
randi.mclaughlin@iowa.gov
515-281-6093

Past President
Beverly Fenimore, CTP
US Bank
beverly.fenimore@usbank.com
515-245-6304

Responsibilites of Officers