January 13, 2009 Luncheon 11:30 am to 1:00 pm
Our speaker will be Professor Scott Shaefer. He is the Professor of Finance at the University of Utah and Investigator with the Institute for Public and International Affairs. You can visit his web page at: www.scott-schaefer.net. The meeting will be held at Zions Bank, One South Main Street, in the 18th Floor Founders Room. Approved for 1 CTP/CCM recertification credit by the Association for Financial Professionals.
March 19, 2009 Luncheon 11:30 am to 1:00 pm
Our Speaker is Larry Stay, CFA. Larry is the short-term cash portfolio manager for Ensign Peak Advisors. Ensign Peak Advisors performs investment management services for the LDS Church and affiliates. He has a vast background in cash investment management and will speak to us about challenges, risks, and changes in the short-term markets since the recession/credit crisis. Larry performed similar work while being previously employed by JP Morgan Chase. The meeting will be held at Zions Bank, One South Main Street, in the 18th Floor Founders Room. Approved for 1 CTP/CCM recertification credit by the Association for Financial Professionals.
May 28, 2009 Luncheon 11:30 am to 1:00 pm
Speaker: Darrel G. Welling, Executive Vice President, ProPay, Inc.
Title: End to End Encryption
Zions Bank , 18th Floor, Founders Room
ProPay specializes in electronic payments and unique solutions for merchant credit card processing that meets or exceeds Payment Card Industry Data Security Standards (PCI). Mr. Welling will be sharing with us the latest concepts and applications in “end-to-end encryption” that can be used to satisfy PCI requirements, while at the same time reducing many of the costs and detail requirements of PCI.Approved for 1 CTP/CCM recertification credit by the Association for Financial Professionals.
July 15, 2009 Luncheon 11:30 am to 1:00 pm
Zions Bank , 18th Floor, Founders Room
Speaker: Victor Rivera, Kyriba Corporation
Title: Treasury Automation Solutions
Mr. Rivera will discuss the options of treasury automation solutions for companies with revenue between $70M and $80B in any sector. These solutions could eliminate the manual processes with disparate technology systems into one centralized solution to track all the financial and transactional data in their treasury and accounting departments.
Approved for 1 CTP/CCM recertification credit by the Association for Financial Professionals.
September 17, 2009 Golf Outing
Wingpoint Golf Course
3602 West 100 North
Salt Lake City
Shotgun Start - 18 holes
Lunch (Cold Slice Buffet) & Prizes
AFP of Utah Members - please join us for the Annual Golf Tournament at Wingpoint Golf Course. Course fees and lunch are provided by AFP of Utah for paid members. Registration starts at 7:30 AM. Shotgun start at 8:00 AM. PAID MEMBERS ONLY - NO SUBSTITUTES. The cost is $60 for Non-Member players. Please RSVP by September 1st by replying to this email.
We are requesting support with door prizes and gifts for after the tournament. If you would like to donate please contact Brent Allsop at 801-560-5218.
Come and have a great time!!
October 4 - 7, 2009 AFP Annual Conference
This year the conference will be held in San Francisco
November 19, 2009 Luncheon - Federal Reserve Bank
Our planned activity for November is a visit to the Salt Lake Branch of the Federal Reserve Bank of San Francisco! We are also planning to have lunch afterward. You may elect to attend the tour, the lunch afterward, or both. Here are the details:
Tour of Salt Lake Branch of Federal Reserve Bank, including overview of the Federal Reserve System, history of the branch, and the branch’s cash operation.
Branch location: 120 So. State St.
When: Friday, November 20, 2009; 10:00 – 11:30am
Lunch served afterward at 12:00 noon, Zions Bank , One South Main Street, 18th Floor, Founders Room,
Please note that group size for attendance at the Fed branch tour is limited. Please RSVP soon if you would like to attend. We are registering attendees on a first-come-first-served basis with the limited group size requirements of the branch. We are also required to provide the branch with a listing of names in advance of those who wish to attend the tour. If you do not wish to attend the tour, you may join us afterward for lunch at Zions Bank.
Please RSVP by replying to this email and let us know:
“I will attend both the tour and the lunch”
“I will attend the tour only”
“I will attend the lunch only” (attendance at lunch only does not qualify for CTP recertification credit)
We hope to see you at this interesting and informative event!