meetings

2025/2026 Meeting Schedule

Meetings, Schedule

Meetings begin with lunch at 11:30 and will conclude by 1:00 pm.

Upcoming Meetings:

February 12, 2026
Location: The Stelter Company – 505 Market Street Suite 300, West Des Moines, IA 50266 (across from WDM Embassy Club)
Speaker: Lynn Gaumer, Senior Gift Planning Consultant – The Stelter Company
Topic: 5 Key Components of Estate Planning
Please RSVP by EOD 2/05/2026

March 12, 2026
Location: TBD
Speaker: TBD
Topic: TBD

April 9, 2026
Location: TBD
Speaker: TBD
Topic: TBD

May 14, 2026
Location: TBD
Speaker: TBD
Topic: TBD

Previous Meetings:

September 11, 2025
Location: Embassy Club West: 520 Market St, West Des Moines, IA 50266
Speaker: Jessica Richter, Forvis
Topic: Tax Bill and Its Impacts

October 9, 2025
Location: Spare Time, 340 Jordan Creek Pkwy, West Des Moines, IA 50266
Speaker: Christopher Pudenz, Iowa Farm Bureau Federation Economist
Topic: Tariffs and the Iowa Economy

November 13, 2025
Location: Gilroy’s Kitchen + Pub + Patio, 1238 8th St, West Des Moines, IA 50265
Speaker: Mark Phillips Senior Vice President Treasury Management, Green State Credit Union
Topic: National AFP Conference

December 11, 2025 from 3:30 pm-5:00 pm
Location: Either/Or 6222 Grand Ave, Des Moines, IA 50312
Join us for a social event to end the year!

January 8, 2026
Location: NCMIC 14001 University Ave Suite 300, Clive, IA, 50325
Speaker: Corey Marcous – Wells Fargo
Topic: Stablecoin and the Genius Act

2024/2025 Meeting Schedule

Meetings, Schedule

Meetings begin with lunch at 11:30 and will conclude by 1:00 pm.

May 8, 2025
Location: Embassy Club West 520 Market St, West Des Moines, IA 50266
Speaker: Marcy Cauthon, AAP, NCP/ Director, Payments & On-Demand Education of EPCOR
Topic: Payments Update and Initiatives
Summary: An update on RTP and FedNow. Topics will cover Fedwire Funds, ISO 20022 conversion, upcoming NACHA rules and how to prepare.

Past meetings:

September 12, 2024
Location: AJ’s Steakhouse in Prairie Meadows Casino, 1 Prairie Meadows Dr, Altoona, IA
Speaker: Troy Sigwarth, Director of Finance – PMRG
Topic: History of PMRG and tours of gaming floor, VIP room, and racing floor among other areas.
*Please note that everyone must be 21+ to attend this event.*

October 10, 2024
*Please arrive around 12:00 pm
Location: NCMIC, 14001 University Ave, Clive, IA 50325
Speaker: Cy Philips – Owner/Realtor of SpaceSimply
Topic: Real Estate trends update

November 14, 2024
Location: Embassy Downtown, Crystal Extension room
Speaker: Brent Williams, CEO at Benekiva
Topic: Modernizing the claims systems for insurance companies.

December 12, 2024
Topic: Happy Hour!
Location: Either/Or 6222 Grand Ave, Des Moines, IA 50312
Timing: 3:30-???

February 13, 2025
Location: Gilroy’s – 1238 8th St, West Des Moines, IA 50265
Speaker: Roundtable Discussion
Topic: Fraud, Cyber, Current Pain Points

March 13, 2025
Location: Spare Time, 340 Jordan Creek Pkwy, West Des Moines, IA 50266
Speaker: Scott Nelson – Legacy Financial Group
Topic: Take Charge of Your Financial Future!

April 17, 2025 Conference
Location: The River Center 340 SW 3rd St, Des Moines, IA 50309

2023/2024 Meeting Schedule

Meetings, Schedule

Meetings begin with lunch at 11:30 and will conclude by 1:00 pm.

Upcoming Meetings:

May , 2024
Location: TBD
Speaker: TBD
Topic: TBD

September 14, 2023
Location: Court Ave Restaurant & Brewing Company, 309 Court Ave, Des Moines, IA 50309
Speaker: TBD
Topic: TBD

October 12, 2023
Location: Spare Time – 340 Jordan Creek Pkwy, West Des Moines, IA 50266
Speaker: Matt Wahl – Wells Fargo, Assistant VP – Treasury Management Sales Consultant
Topic: FedNow

November 9, 2023
Location: Spare Time – 340 Jordan Creek Pkwy, West Des Moines, IA 50266
Speaker: Geoff Wood – Owner of Gravitate Coworking

January 11, 2024
Location: Spare Time – 340 Jordan Creek Pkwy, West Des Moines, IA 50266
Speaker: Susan Elder and Melissa Ness from Connectify

February 8, 2024
Location: Court Ave Restaurant & Brewing Company, 309 Court Ave, Des Moines, IA 50309
Registration due by Friday February 2, 2024
Speaker: TBD

March 14, 2024
Location: Spare Time – 340 Jordan Creek Pkwy, West Des Moines, IA 50266
Description: Round table discussion on customer experience: best practices, metrics, and empathy discussion

April 4, 2024 – Spring Conference (no monthly meeting)
Location: The River Center, Downtown Des Moines
For a full listing of speakers and to register please check out it out here.

CTP Accreditation

Certifications

Certified Treasury Professional is a certification administered by the national Association for Financial Professionals. For more information on CTP, including how to become credentialed, please go to the AFP website.

All regular meetings are eligible for continuing education credits for CTPs. The secretary will provide a sign-up sheet at the meetings for attendance purposes. It is also a good idea to keep accurate records of your own attendance.

February 2015 Meeting – Speaker Information

Meetings, News

According to several 2014 surveys most treasury functions lack success measures.

By the end of 2014 many companies held “excess” cash prompting investors to ask hard questions about a company’s future best use of this asset. Since legitimate uses could include cash distributions in the form of dividends or share buybacks, such uses would leave less to meet 2015’s internal needs. 2015 market forecasts show a rise in market rates or rates becoming more volatile. Also, compliance will exert a stronger pull on banks as they conform to various Basel III rules like liquidity coverage requirements. In turn, a bank’s reluctance to lend “enough” may affect a company’s access to external liquidity.

Bottom line: access to capital, market exposure and various costs will become larger issues if there is a significant mis-alignment of uses of funds with sources of funds.

Since what gets measured gets managed, Treasury’s apparent inability to define success to date could suggest difficulty when it comes time to contribute to the company’s 2015 business goals, especially if they involve liquidity and risk. Just because performance under a prior set of market or industry constraints was successful is no guarantee of treasury’s future success, especially if treasury must rely on “duct tape and a can opener’ to get the job done.

During this presentation Bruce C. Lynn, CTP and a Managing Partner at the Financial Executives Consulting Group (FECG) will discuss:
• The year ahead and what to watch for
• Why treasury has been unsuccessful in defining “success” to date
• What a starter set of success measures could look like in 2015
• What company changes will be needed in order to measure success (hint: Treasury cannot go it alone)
• How to build a business case for change

February 12, 2015 – Special Event Registration (4:30-7:00pm)

Meetings, News

Please use this form to RSVP to the special Iowa AFP Happy Hour Event on Thursday February 12, 2015.  It will be held at the Raccoon River Brewery from 4:30 – 7:00 pm.  Contact President Kari Hanson for details.

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