Greater Washington
         Association for Financial Professionals
                         GWAFP

GWAFP June 2016 Monthly Meeting

  • 15 Jun 2016
  • 12:30 PM - 3:00 PM
  • Capital One Bank, 1680 Capital One Drive, Medal of Honor Room, McLean, VA 22102-3491

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June 2016 Monthly Luncheon Event

DATE

June 15, 2016

LOCATION

Capital One Bank, 1680 Capital One Drive, McLean, VA 22102-3491

(Medal of Honor Room)

SPONSOR

Capital One Bank

 

PROGRAM SCHEDULE

12:30 – 1:00 p.m.

Buffet Lunch, Welcome and Introductory Remarks

1:00 - 1:50 p.m.

“Weighing Credit, Price, and Quality to find the Right Fit”

Presented by James G. Brunnquell, CTP, Sr. Vice President, Phoenix-Hecht

2:00 - 2:50 p.m.

“Virtual Cards”,

Presented by Seth Kaplan, Sr. Product Advisor, Commercial Card, Treasury Management, Capital One Bank

REGISTRATION INFORMATION

Members: $35

Non-Members: $55

On-line at www.gwafp.org

  
PROGRAM DETAILS:        
 

Topic: Weighing Credit, Price, and Quality to find the Right Fit

 

An annual bank price increase is becoming the new norm for most corporates. Many banks are repricing their existing clients without market pricing data in an effort to boost revenues. If your bank is only meeting your expectations for credit, product satisfaction, and customer service, are you on a dangerous path to mediocrity and higher costs? No one looks forward to changing banks. We will review data driven steps that participants can take to position their company to receive exceptional customer service and competitively priced services from their banks.

 

 

Speaker:   James G. Brunnquell, CTP, Sr. Vice President, Phoenix-Hecht.

   

 

Jim is a Senior Vice President of Phoenix-Hecht, an industry leader in corporate treasury management information services. Phoenix-Hecht, located in Research Triangle Park, NC, is best known for its Postal Survey™ and the Blue Book Compensation Review™ and is also a leader in market research with its Treasury Management Monitor™ and Quality Index™.

Jim is a senior relationship manager at Phoenix-Hecht, handling the firm’s relationships with the major U.S. banks. Prior to joining Phoenix-Hecht in 2007, Jim was with Girard Bank, Mellon Bank, and Citizens Bank for 34 years. Jim has held various lending, sales, and management positions in Credit Policy, Business Banking, Commercial Banking, and Treasury Management.    

Jim has been a CTP since 1997, has a B.A. in Economics from Gettysburg College, and is a speaker at regional AFP conferences.

 

 

 

Topic:  “Virtual Cards”   

 
 

Most organizations are familiar with how Commercial Cards can be issued to individuals for corporate travel and miscellaneous purchasing.  The purpose of this presentation is take an attendee’s knowledge to the next level by providing best practices on how organizations have used this solution to drive accounts payable automation.  Attendees will learn the specific value proposition of this solution, and understand immediate steps they can take to start the process.

 

Speaker:  Seth Kaplan, Sr. Product Advisor, Commercial Card, Treasury Management, Capital One Bank

 
 

As a Senior Product Advisor within Capital One’s Treasury Management team, Seth is responsible for identifying Commercial Card solutions to meet the complex needs of middle market and large corporate clients. He works closely with Product Managers and Sales Officers to identify market behavior and new industry trends, in an effort to aid the development of value-added products and services.

Prior to joining Capital One in December 2012, Seth spent 9 years in the corporate payment systems division of U.S. Bank.  He worked in the account management group that focused on managing commercial card program relationships with U.S. Government agencies under the GSA SmartPay contract.  He gained commercial card product expertise in assisting with sales efforts, new client implementations, and optimization projects for a wide array of client programs.

Seth has earned a MBA from the University of Maryland, and holds a Bachelor of Arts degree in Political Science from the University of Iowa.

 

Seth is based at Capital One’s corporate headquarters outside Washington, DC.  In his free time, Seth is an avid sports fan, enjoys music, and loves to travel.  His recent trips include a 2-week graduate school course to Australia, and trips with his wife to Spain and Jamaica.  Him and his wife also spend a lot of time chasing after their 11 month little girl, who recently started crawling.

   
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