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!

Join Now

SoCal AFP would like to thank our 2016 EXPO sponsors:

Gold:


Silver:


Bronze:
| Goldman Sachs Co. | Informa Research Services | Invesco | J.P. Morgan | MUFG Union Bank, N.A. | SAFEChecks | Wells Fargo Bank | Western Union Business Solutions |
President's Message
We are honored and excited to serve as Co-President's for the 2016-2017 term. The Southern California Association for Financial Professionals is in its 42nd year and we have great expectations for the value the Association will deliver to our members and guests. SoCal AFP’s purpose is offer the...
Michael Hards, CTP Zoya Lieberman, CTP
Co-President
Michael Hards, CTP
Co-President
Zoya Lieberman, CTP
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36th Annual SoCal Expo
April 20, 2017



Upcoming Events

October 14th, 2016
Federal Reserve Payments Update

December 1st, 2016
2 Day CTP Review Class

December 9th, 2016
Lunch Meeting
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News Items
Forty Is The New Faster (Payments)
More than 40 years after its debut, the Automated Clearing House Network becomes the first payments system in the country to offer ubiquitous faster payments to every consumer and business in the U.S. via all banks and credit unions.
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Ready Or Not (Corporates), Here Comes Same Day ACH!
The payments industry may be more than ready for the long-awaited launch of Same Day ACH, but can the same be said for businesses and corporates? In this week's episode of NACHA's Countdown to Same Day ACH podcast series, Rob Unger, Senior Director at NACHA, gave Karen Webster a glimpse into the corporate side of Same Day ACH and what a business needs to pay attention to as the launch nears.
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NACHA On The Hill: Inside Same Day ACH
In May 2015, NACHA received approval from its membership to amend the NACHA Operating Rules to add two new settlement windows that enable same-day settlement and posting for ACH transactions. Any originating institution can offer products that clear on the same day, knowing that all receiving institutions will be required, per the rule change, to process the transactions that same day.
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