GWAFP December 2019 Event

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PROGRAM DETAILS:

“The ACH Today & Beyond 2020”

This presentation will provide attendees with recent activity in the ACH Network. We will discuss Same Day ACH changes, fraud mitigation and activities focused on the B2B payments experience. Do not miss this opportunity to hear about the ACH Network beyond 2020.

Speaker: Kimberly Rector, AAP, Senior Director of Education, MACHA – The Mid-Atlantic Payments Association

Kimberly is the Senior Director of Education for the Mid-Atlantic Payments Association (MACHA). She is responsible for providing assistance, education and training regarding the ACH Network and payment systems to MACHA’s members. Kimberly has over 34 years’ experience in the financial services industry at both commercial banks as well as credit unions, with a concentration in ACH operations and services.

“Treasury Perspectives Survey: Key Areas of Focus & Analysis”

Treasury Perspectives, a global survey from Strategic Treasurer and TD Bank, covers areas of great importance to treasurers including Treasury Operations & Benchmarks and Regulatory Impact & Response. It explores key questions that address practices that are changing in treasury operations and how the regulatory environment continues to impact treasury and the overall organization. This session will highlight strategic viewpoints from the recent survey and examine the impacts on practices and actions of treasurers.

Speaker: Lynn Cooney, Vice President, Treasury Management Officer, TD Bank

Lynn is Vice President for TD Bank’s Mid-South Market, which includes Delaware, Maryland, District of Columbia and Virginia. Lynn provides Treasury Management solutions for Commercial, Not-for-Profit, Healthcare and Government entities.

She has over 25 years of banking experience, a Maryland native and received her BS degree from University of Maryland. She has an extensive banking knowledge especially in treasury management. Her primary responsibilities include sales and marketing of treasury management solutions. Lynn is actively involved with product implementation, training and relationship management. In addition, Lynn is a Board Member and Treasurer for the Savage Boys and Girls Club located in Laurel, Maryland.

CPE, CAE, CTP, FP&A 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