Meetings begin at 11:30.
Members check your email to see recent meeting announcements that will be held over Zoom.
Meetings begin at 11:30.
Members check your email to see recent meeting announcements that will be held over Zoom.
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)
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
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
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
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
Register to attend the next meeting here.
September 9, 2014
Downtown Embassy Club
Speaker: Jim Gilligan, Great Plains Energy & Kansas City AFP
Topic: Money Market Fund Rule Changes
October 9, 2014
Downtown Embassy Club
Speaker: Robin Anderson, Principal Global Investors
Topic: Economic Outlook
November 13, 2014
Des Moines Golf & Country Club
Speaker: Daniel Blumen, CTP, Treasury Alliance Group, LLC
Topic: Bank Relationship Management/RFPs
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!