Save the date!!
West Michigan AFP Forum 2010
What: Full day educational event Forum Registration
(Earn CCM / CTP and CPE credits)
When: September 15, 2010
Where: Eberhard Center at Grand Valley State University
301 W. Fulton St.
Grand Rapids, MI 49504
(free parking in Fulton Street lot accross the street from GVSU)
Opportunity to Win a LCD HDTV!!!!!
Keynote Speakers
Mitch Stapley, CFA
Chief Fixed Income Officer
Fifth Third Asset Management
Economic Update
Mr. Stapley is responsible for all fixed income management and trading. Mr. Stapley has been with Fifth Third since December 1988. Fifth Third Asset Management manages assets in excess of $21.3 billion, including the Fifth Third Funds, a no-load mutual fund family with over $12.0 billion in assets. Mr. Stapley is the portfolio manager for the Fifth Third Bond Fund, which was rated one of the top ten A-rated bond funds
according to Lipper Analytical Services, Inc., for the years ended December 31, 1998 and 2000.
Prior to joining Fifth Third, Mr. Stapley was Manager of Short Term Investments/Foreign Exchange Exposure at Navistar International Corporation in Chicago. At Navistar he was responsible for both
investment strategy and implementation and foreign exchange hedging and trading.Prior to joining Navistar, Mr. Stapley served as a Portfolio Manager for William Wrigley Jr. Company in Chicago.Mr. Stapley received his BA degree in Economics and Political Science with honors from Albion College in 1981. He was awarded the Chartered Financial Analyst (CFA) designation in 1994 from the Association for Investment Management and Research. Mr. Stapley is a frequent speaker before client groups and civic
organizations. He has appeared as a guest on NBC, CNBC and Bloomberg News and has been featured in Forbes, Barrons’, The Chicago Tribune, The Washington Post, The Wall Street Journal and many other publications.Mr. Stapley is a member of the Detroit Bond Club and served as President for the Investment Analysts’ Society of Chicago-Western Michigan Chapter.
Craig "Sandy" Saxer, CPA, CCM
Senior Vice President
PNC Bank
Evolution of the Strategic Treasurer
Mr. Saxer has spent most of his 41-year career as a treasury professional and consultant to corporate treasuries. In his current assignment, he is responsible for sales opportunity development and treasury management’s strategic development focus on working capital services for clients and prospects. He also served on the board of Haverford Community Hospital as Treasurer from 1979 thru 1994.
Mr. Saxer graduated from Haverford College in 1969, with a B.A. in Economics, and is a Certified Public Accountant in the State of Pennsylvania. He also holds a permanent Certified Cash Manger (CCM) designation from the Association of Financial Professionals (AFP). He is a frequent speaker at AFP, Keenan-Flagler School of UNC and various regional treasury, accounting and credit associations. During 2009 he has spoken at the MTMA, the AFPNJ and TMANE on Strategic Treasury Evolution, and at the Kenan-Flagler School of UNC Advanced Treasury Topics Conference. Mr. Saxer has authored several articles: “EDI: Data and Payments Issues”, Journal of Cash Management; “Advanced Cash Management Measurement techniques”, Corporate Cash Flow Magazine; “Improving Quality of Bank Relationships”, TMA Journal;
Preliminary Agenda
| 8:00 - 8:30 |
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Registration / Exhibits / Breakfast |
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| 8:30 - 8:45 |
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Welcome EC 215 - Kristin Timmer, WMAFP President |
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| 8:45 - 9:45 |
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Keynote Speaker EC 215 - Sponsored by Fifth Third Bank |
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Economic Update |
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Mitch Stapley |
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Fifth Third Bank |
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| 9:45 - 10:00 |
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Break / Exhibits |
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| 10:00 - 10:50 |
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Room A |
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Room B |
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Room H |
| Session 1 |
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Building an RFP |
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Corporate Cash Investment |
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West Michigan Job Market & LinkedIn's |
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and Risk Homeostatis |
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Impact on the Hiring Process |
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Craig "Sandy" Saxer |
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Mark Conner |
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Todd Hanson |
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PNC Bank |
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Corporate Treasury Investment Consulting |
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Connect Resources |
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| 10:50 - 11:10 |
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Break / Exhibits - Refreshments Sponsored by BlackRock |
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| 11:10 - 12:00 |
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Room A |
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Room B |
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Room H |
| Session 2 |
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Exploring Mobile Payments, |
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The BRIC Countries Under a New |
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Why Treasury Should Partner with Accounts |
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IAT and Same-Day ACH |
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Economic Lens (Brazil, Russia, India, China) |
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Payable to Remove Paper Invoicing |
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Adrian Brown |
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Drew Slocum |
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Chris Bell |
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The Payments Authority |
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Bank of America |
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JPMorgan Chase |
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| 12:00 - 12:30 |
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Lunch EC 215 |
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| 12:30 - 1:30 |
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Luncheon Keynote Speaker - Sponsored by PNC Bank |
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Evolution of the Strategic Treasurer |
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Craig "Sandy" Saxer |
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PNC Bank |
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| 1:30 - 2:00 |
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Break / Exhibits |
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| 2:00 - 2:50 |
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Room A |
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Room B |
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Room H |
| Session 3 |
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Credit / Debit Cards - Today's Priorities |
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The Future of Derivatives: A Regulatory Update |
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Accounting & Financial |
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Relative to Network Processing |
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on Hedge Accounting and OTC Reform |
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Reporting - IFRS Update |
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Keith Olson |
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Andrew Volz |
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Jennifer Greenop |
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Fifth Third Bank |
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Reval |
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Ernst & Young |
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| 2:50 - 3:10 |
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Break / Exhibits - Refreshments Sponsored by Aon |
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| 3:10 - 4:00 |
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Room A |
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Room B |
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Room H |
| Session 4 |
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Roundtable |
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Captive Insurance Companies, |
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Navigating the Changing |
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The Value of Treasury |
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Structures ans Uses |
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Landscape of Cash Investing |
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John Rowson |
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Ron Hill |
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Aon |
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BlackRock |
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| 4:00 - 4:10 |
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Break / Exhibits |
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| 4:10 - 5:00 |
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Room A |
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Room B |
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Room H |
| Session 5 |
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Corporate Cash Investment: |
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Payables Management - The |
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Leveraging Technology for |
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Choosing Investment Managers |
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User's Perspective |
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Global Cash Management |
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Mark Conner |
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Larry Matteson |
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John West |
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Corporate Treasury Investment Consulting |
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Huntington Bank |
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Kyriba |
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| 5:00 - 6:00 |
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Exhibits / Wrap-Up |
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Happy Hour - Sponsored by WMAFP |
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Raffle Giveaways (must be present to win) |
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Forum Sponsors
  
BlackRock Aon Kyriba
MorganStanley SmithBarney - Kim Hamilton
For additional information on Forum 2010 please contact:
donna.mapes@priorityhealth.com or scott.holzwarth@spectrum-health.org
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Join WMAFP
Our Purpose
The West Michigan Association of Financial Professionals (WMAFP) is a regional affiliate of the national Association for Financial Professionals (AFP). WMAFP was formerly known as the Western Michigan Treasury Management Association (WMTMA) which was formed in 1980 for the purpose of providing professional and educational services to treasury professionals. This non-profit organization provides a forum for developing and improving the techniques of contemporary treasury and financial management, as well as the opportunity to network with other finance professionals.
Members of WMAFP come from a broad range of businesses including: large multinational corporations, international, regional, and local financial institutions; small and medium manufacturing and service companies; and area colleges and universities.
Our Programs
Meetings are held on the second Tuesday of each month at various locations throughout Grand Rapids. Meetings are typically offered from September through April, excluding December.
Our meetings offer an opportunity to discuss financial management issues with other finance professionals and to hear formal presentations on topics such as domestic and international finance, cash management, investments, economics, forecasting, bank relationships, risk management, GAAP, legislation, technology, and more. Emphasis is placed in the planning of our programs to ensure that the topics are timely and rewarding to our membership. All meetings qualify for CTP and CCM credits. Most meetings will qualify for continuing education credits applicable to other financial certifications.
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