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September 20, 2017 Johns Hopkins Health Systems | AFP CTP and FP&A Certification Documents |
May 17, 2017 JHM Keswick | Payment Management: Improve Your Financial Gains Supply Chain Transformations | Neil D. McHugh, CTP, CPCP, TD Bank Jay Blackman, JHHS Enterprise Supply Chain Management |
April 19, 2017 Annual Financial Forum Marton's West-Baltimore | Magnus Carlsson, AFP Jim Hyland, Wells Fargo Bank The Blockchain and Other Payment Trends Brad Smith, Capital One Bank Economic Update Stephen Morgan, Capital One Bank Mary Harrington, SunTrust David Beck, Federal Reserve Managing Cash and Getting it Right: Investment Products, Guidelines and Risk Management Ian Rasmussen, Fitch |
January 18, 2017 JHU-Keswick | Kimberly Rector, AAP MACHA |
December 16, 2016 Hilton Garden Inn White Marsh | Anirban Basu Sage Policy Group |
November 16, 2016
Loyola Graduate Center | Treasury Connected | Dave Beck, Fed Reserve Bank of Richmond Greg Person, Kyriba |
September 21, 2016 Loyola Graduate Center | Magnus Carlsson, AFP Don Norris, State Street Global Advisors |
May 18, 2016 Loyola Graduate Center | Frank Martien, First Annapolis Consulting Neil McHugh, TD Bank |
March 16, 2016 Annual Financial Forum Sheraton Columbia Town Center |
Financial Forum
| aPayments, aCommerce and digital Payments: The Invisible Payment Experience Peter Davey, Capital One Karen Nash-Goetz, T. Rowe Price International Banking Strategy Kaliopi Provencher, Kaliopi Consulting LLC Steve Perry, Catholic Relief Services Bob Carpenter, UMBC Kevin Grabowski, Wells Fargo Bank Cathy Bader, Wells Fargo Bank The New Cash Management Reality Brandon Semilof, StoneCastle Cash Mgmt James McCann, Thomson Reuters |
January 20, 2016 JHU- Keswick | Kimberly Rector, AAP, MACHA |
December 10, 2015 Hilton Garden Inn-White Marsh | Economic Update | Anirban Basu, Sage Policy Group | 1 Credit |
November 18, 2015 Loyola Graduate Center | Lance Pan, CFA, Capital Advisors Group Andrew Rose, Partner, Zest SMS |
September 16, 2015 Loyola Graduate Center | Pamela Schmidt, Bon Secours Bob Stark, Kyriba Stephanie Villatoro, CTP |
May 20, 2015
Loyola Graduate Center | Cyber Insurance | John Lawrence M&T Insurance Agency | 1 Credit |
March 18, 2015 Martin's West | Financial Forum | Andrew Bauer, Federal Reserve Bank of Richmond Dan Horton, SunTrust Bank Why Should You Care About eReceivables and ePayables? Jim Hyland, Wells Fargo Bank Solving the Foreign Exchange Problem Evolution of Alternative Payment Trends Bradley Airing, Bank of America Merrill Lynch Trine Alimena, Bank of America Merrill Lynch Sharpen Your Pencil: Recalibrating Liquidity Strategies | 7 Credits |
December 11, 2014
Hilton Garden Inn White Marsh | MAAFP/FMS Holiday Meeting | Anirban Basu, Sage Policy Group Economic Update | 1 Credit |
September 17, 2014
Loyola Graduate Center | Dave Beck, Federal Reserve Bank Greg Brunner, M&T Securities, Inc.Bart Savidge, M&T Securities, Inc. | 2 Credits |
May 21, 2014 Loyola Graduate Center | Kimberly Rector, MACHA | 1 Credit |
March 12, 2014 Sheraton Columbia Town Center | Financial Forum | Bob Carpenter, UMBC Kaliopi Provencher, Johns Hopkins Univ.Lora Tutman, Johns Hopkins Univ.International Account Management Payment Trends: Fraud, Risk Management and EMV Maximizing Benefits from a Successful Commercial Card Program Evolution of Lock Box and Postal Study | 7 Credits |
January 15, 2014
Maryland Casino Live |
Financial Operations of a Casino
| Maryland Casino Live Finance Group | 1 Credit |
December 11, 2013 Hilton Garden Inn Whitemarsh | Mobile and Tablet Banking: Unwrapped | Michael Dacko, CTP | 1 Credit |
October 16, 2013 Loyola Graduate Center | Miguel Rodriguez, Bottomline Technologies Scott V. Lockman, Wells Fargo Insurance Services | 3 Credits |
May 15, 2013 Loyola Graduate Center | Solving the FX and ITM Puzzle |
Jim Hyland , Wells Fargo
| 1 Credit |
March 20, 2013 Chesapeake Bay Beach Club |
Financial Forum
| Glen Davis, BB&T Cyber Awareness Richard Klumpp, Wilmington Trust SP Services, Inc. Managing Risk Through Captive Insurance Avish Parasher Ding Happens! How Finance and Treasury Professionals Can Think Quickly, Apply Creativity, and Master Change Through the Power of Improvisation Chris Bartnik, Wells Fargo Insurance Services Healthcare Legislation Gail Ball, Capital One Bank Global Payments: Taking You from the Great Recession to the Progression Andy Bauer, Federal Reserve Bank The Economy Sue Caras, Bank of America Merrill Lynch Hot Topics in International Treasury | 8 Credits |
January 23, 2013 Matthews 1600 | Liquidity Management in the New Era | Jeffrey Avers, SunTrust Bank | 1 Credit |
December 13, 2012 Hilton Garden Inn White Marsh | Economic Update | Anirban Basu, Sage Policy Group | 1 Credit |
November 15, 2012 Holiday Inn Columbia | Emerging Payments Technologies & the Risks They Present for Business | Paul Tomasofsky, Two Sparrows Consulting Charles Bretz, Bretz, LLC | 3.6 Credits |
September 19, 2012 Loyola Graduate Center | Online Bill Payment Update on ACH | Steve Matulonis, Apex Treasury, Inc. Kimberly Rector, MACHA | 3 Credits |
May 16, 2012 Loyola Graduate Center | Social Media 101 Changing Banks-Treasury Management Implementation | Molly White, Molly White Marketing Marg Draper-Harris, J.J. Haines Amanda Adams, SunTrust Bank | 2 Credits |
March 29, 2012 Conference Center at Sheppard Pratt | Financial Forum | Bryan M. Brown, Wells Fargo Bank Jana McCarthy, Wells Fargo Bank Robert E. Carpenter, UMBC Jeannine H. Arnett, AFP Christopher J. Bartnik, Wells Fargo Insurance Services Daniel J. Carmody, CTP, TreaSolution, Inc. Kevin N. Robertson, Ober/Kaler Eric Thompson, Greenspring Associates | 7.2 Credits |
December 8, 2011 Hilton Garden Inn White Marsh | Economic Update |
Anirban Basu, Sage Policy Group
| 1 Credit |
November 3, 2011 Holiday Inn Columbia |
Understanding Payment Law and the Importance of Fraud Protection
| Karen Nash-Goetz, T. Rowe Price Associates, Inc. William B. Nelson, AAP, CCM, Financial Services Information Sharing Analysis Center | 3.6 Credits |
October 19, 2011 Matthew's 1600 |
Automating your Payables
|
Patricia Hines, CTP, GXS
Josh Solomon, CTP, BB&T Payment Solutions Division | 1 Credit |
September 21, 2011 Loyola Graduate Center | Dodd-Frank Changes | Krishnan Lyengar, Reval | 1 Credit |
June 15, 2011
Matthew's 1600 | Changes in the Paradigm |
David O'Brien, CTP
| 1 Credit |
May 18, 2011 Loyola Graduate Center | Achieving Optimal Cash Forecasting without Looking in a Crystal Ball | Joe Green, Capital One Bank | 1 Credit |
If you require meeting information prior to March 23, 2011- Please contact our office
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