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 EXPO sponsors:

Gold:


Silver:


Bronze:
| Ensenta | Informa Research Services | Invesco | J.P. Morgan | Loomis | SAFEChecks | Visa | 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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37th Annual SoCal Expo
May 10, 2018



Upcoming Events

November 16th, 2017
SoCal AFP Double Header Program/Reception

December 12th, 2017
Lunch Meeting

May 10th, 2018
37th Annual SoCal EXPO
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News Items
For NACHA's Same Day ACH, The Debit Debut
In payments, some rollouts come with fanfare. Apple comes to mind. Fitness watches are a recent entrant of pageantry.
For NACHA, there's a rollout of a different sort, with far-reaching impact on how, who and when consumers and enterprises see funds flow. No confabs here, or webcasts with smoke and mirrors and rock music. Think of it as a quiet sea change amid the financial landscape.
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CLEARR And CHOICE On The Hill, But Not On Payments Regs
Lest you think the words above are incongruous, consider they're all connected by a spate of legislation looming large on Capitol Hill, with the potential to impact everything from banking firms to payday lenders to the Consumer Financial Protection Bureau (CFPB).
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SWIFT Has 22 Global Banks Join Its Blockchain Proof Of Concept Initiative
SWIFT has announced news that 22 global banks recently joined its blockchain proof of concept (PoC) initiative, which is part of the company's global payments innovation (gpi) service aimed to "re-arm the correspondent banking system for a new age of technological disruption."
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