SoCal AFP | Southern California Association for Financial Professionals

About SoCal AFP

The Southern California AFP (SoCal AFP), founded in 1975 as the Cash Management Association of Southern California, is a professional association serving financial professionals in Southern California. SoCal AFP is affiliated with the Association for Financial Professionals (AFP), based in Bethesda, Maryland. We are one of sixty-four regional associations that support AFP’s mission across the United States, Puerto Rico and Canada to increase the stature of the finance and treasury profession. Our members include a variety of levels from the finance area from Fortune 500 companies, mid-size companies, international firms as well as representation from all major and mid-sized banking and financial institutions from California and across the country. AFP credentials are recognized worldwide as the leading benchmark of competency in the finance industry.

Our mission is to provide educational and career development opportunities and an interactive forum for the exchange of ideas. SoCal AFP holds monthly meetings and webinars throughout Southern California that provide continuing education on the latest and evolving world of treasury and finance. Our educational meetings and webinars provide the opportunity to meet and network with colleagues and peers – perhaps one of the most important activities you can do as a financial professional. Renewal credits can be earned for membership, attendance at meetings as well as serving on a committee.

SoCal AFP hosts an annual SoCal EXPO that provides the opportunity to attend educational sessions that will bring you valuable information on the latest topics in treasury and finance in addition to the many financial services provided by Banks, non-bank Financial Institutions and other third party providers of financial services to businesses and corporations. You can earn up to 10.5 renewal credits for attending this high-profile event.

Consider joining our association to increase your knowledge and experience, meet your peers in the industry and have some fun too!

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SoCal AFP would like to thank our 2016 EXPO sponsors:



President's Message

Meredith Oldorf, CTP
I am honored to be returning as your President for the 2015-2016 term. The focus for this year is to grow our membership by increasing the awareness of the association and its benefits to the local Treasury Professionals in the Southern California area.

Our association of Treasury and Financial professionals provide the opportunity to keep up with industry trends, provide continuing education credits for those members that have their CTP (Certified Treasury Professional) ...
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35th Annual SoCal Expo
April 7, 2016

Upcoming Events

August 12th, 2016
Lunch Meeting

October 14th, 2016
Lunch Meeting

December 9th, 2016
Lunch Meeting
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News Items
Payments' Innovation Half-Year Progress Report
At the start of the year, I wrote a piece that outlined six trends that I suggested would set the agenda for payments innovation and commerce reinvention in 2016. The foundation for those six trends was the ability for innovators to leverage the near ubiquity of mobile devices and the ability to connect those devices - and many others - to the internet.

What's Trending So Far In 2016
We're two days away from the official start of the halfway mark of the year. And to make sure that everyone starts off 2016, Part II on the same footing, we thought we would bring you a few of the top trending stories, as well as hot data/research topics, that will give you a head start on that all-important planning for 2016 and beyond.

Certified Treasury Professional (CTP) designation
The Certified Treasury Professional (CTP) designation sets the standard in the treasury profession and is a global symbol of excellence. It signifies that you have demonstrated the knowledge and skills required to effectively execute critical functions related to corporate liquidity, capital and risk management.

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