Greater Washington
         Association for Financial Professionals
                         GWAFP

GWAFP November 2015 Monthly Meeting

  • 18 Nov 2015
  • 12:30 PM - 3:00 PM
  • TD Bank

Registration


Registration is closed

Directions to TD Bank

 

 

Event Sponsored by:

 

2070 Chain Bridge Road

Vienna, VA 22182 

 

November 18, 2015 Monthly Meeting

Program Information

 

12:30 - 1:00 p.m.  Buffet Lunch, Welcome and Introductory Remarks

1:00 - 1:50 p.m.  Topic:  “Going Paperless”

"Metro will only accept 100% contactless fare media by March 2016. Will bank cards ever go 100% contactless?  Let's talk."

"The Changing Face of Customer Service"

Elevating the Customer Experience :  WMATA’s Customer Service, Sales and Fare Media team manages the sale and distribution of retail fare media, SmarTrip call center operations, transit fare programs and regional partnerships in the District of Columbia, State of Maryland and Commonwealth of Virginia. Collectively, our team manages over 5,000 customer contacts daily. Learn how WMATA is meeting customer demands in new ways.   

Speakers: Tracey Foster, Director of Customer Service, Sales and Fare Media Services, WMATA & Jim Bongiorno, Treasury Technical Manager, WMATA 

Tracey Foster - Tracey Foster is a 30-year transit professional and Director of Customer Service, Sales and Fare Media for the Washington Metropolitan Transit Authority (WMATA).  Ms. Foster’s  public transit career commenced at the Chicago Transit Authority where she served for 26 years in various leadership roles in Treasury Support Services, Operations and Customer Service. During her tenure, Ms. Foster developed key branded ridership programs for 1.6 million daily riders including a university pass program, smartcard fare payment systems and new technology initiatives.  Ms. Foster also facilitated project management for the American Public Transportation Association (APTA), Bank of America Marathon, Taste of Chicago and customer facing events for City of Chicago residents. Ms. Foster was named to Who’s Who Among Executives, Professionals & Entrepreneurs and participated with Leadership Illinois.  In her spare time, Tracey enjoys traveling and sports.    

Jim Bongiorno, CPA, PMP -  Jim is a jack-of-all trades with 33 years of experience across several industries. Jim works for the Washington Metro where he is managing an $8.7 million project to eliminate Metro’s paper farecards.  He is also managing a project to transition Metro’s 20 million plus annual bank card transactions to a new acquiring bank.  Jim started his career in Chicago with what is now Ernst & Young as both a financial and computer auditor.  In addition to public transit, Jim has experience managing business and information technology teams in toll collection, insurance, banking, printing, retail, and shipbuilding.  Jim’s eldest son served in Operation Iraqi Freedom on an Aegis class destroyer Jim helped build.  His youngest son presently serves on a Los Angeles class fast attack sub. Jim is originally from Long Island, and he is an avid Yankees fan.

   

2:00 - 2:50 p.m.  Topic: It's Alive - Bringing a Payment Strategy to Life  

Payments continue to take on a life of their own.  Once thought of as a necessary back-office motion to make the real business happen, payments are quickly becoming an important contributor to business itself.  Enticed by the real opportunity to create new value with payments organizations including banks, payment processors and corporates are developing formal payment related strategies.  This presentation will review the structure of a payment strategy, several key considerations and highlight best practices for successful execution from the corporate perspective.  Every organization should have some form of a documented payment strategy and after this session you will be able to bring yours to life.

Speaker: Neil D. McHugh, CTP, CPCP, VP, Segment Manager Emerging Payments, TD Bank

Neil’s career at TD Bank spans nearly 15 years and he currently manages the emerging payment segment for the Treasury Management Services business.  In this multi-faceted position, Neil directs the bank’s growth strategy for emerging B2B payment solutions including commercial cards, ePayables and Integrated Payables.  Prior to this role, Neil successfully led the Treasury Management sales team in the Metropolitan Washington D.C. region and helped to develop TD's commercial card program.  During his career in the treasury management and payments industry, Neil has held multiple positions including RFP response writer, Implementation Project Manager, Treasury Sales Officer working with numerous clients representing the small business, middle market, large corporate, not-for-profit and government sectors.  In addition, he has contributed to numerous industry journals and is a regular presenter attreasury management and payments conferences.  McHugh is a Certified Treasury Professional (CTP), Certified Purchasing Card Professional (CPCP) and holds a B.S. in Business Administration from Villanova University.

REGISTRATION INFORMATION

 

Please register by November 16, 2015, using our online meeting registration form (www.gwafp.org).

Members: $35

Non-Members: $55

CPE, CAE, and CTP CREDIT INFORMATION

 

Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.   

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Please note: Greater Washington Association of Financial Professionals is no longer registered with the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding CPE may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN37219-2417. Website: www.nasba.org.

CANCELLATION AND REFUND POLICIES

Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled. Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.

Complaints should be directed to the Education Committee at education@gwafp.org; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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For more information:

Email: contactus@gwafp.org

 

 

 

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