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 two-day 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 12 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 sponsors:



| California Bank & Trust | Chesapeake System Solutions | Deluxe | Emergent | Goldman Sachs | Informa Research Services | Invesco | JP Morgan Chase | Kesdee Inc. | Loomis US | Phoenix-Hecht | SAFEChecks | Union Bank | Wells Fargo  |
President's Message

Randy Gehres, CTP
As a third generation Southern Californian I am honored to be your President for the 2013-2014 term. Our association of Treasury and Financial professionals provide the opportunity to network within the local community – perhaps one of the most important activities we can do as financial professionals. Our meetings and webinars meet the renewal credit requirements by the AFP. The AFP credential is the leading certification in the Treasury and Finance Industry.

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33rd Annual SoCal Expo
April 24-25, 2014

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Upcoming Events

April 24th, 2014
33rd Annual SoCal EXPO

May 22nd, 2014
AFP: AFP: Trends in Risk Adjusted Forecasting

June 13th, 2014
Lunch Meeting
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News Items
2014 AFP Payments Fraud and Control Survey Report of Survey Results
J.P. Morgan is proud to once again sponsor the AFP Payments Fraud and Control Survey for the sixth consecutive year and we are pleased to provide you with a complimentary copy of AFP's 2014 report. The 2014 survey results show that now, more than ever, the need for new security models and strict controls should remain at the forefront for all organizations across the country and across the globe.

NACHA's Latest Gambit for Faster Payments Stirs Cautious Optimism Mixed with Wariness
A fresh proposal to introduce a same-day settlement capability for the automated clearing house network is encountering cautious optimism mixed with a healthy dose of skepticism among expert observers.

Durbin Wants To Know How Well His Debit Card Fraud-Prevention Adjustment Is Working
In the wake of recent data breaches at Target Corp. and other retailers, U.S. Sen. Richard Durbin, author of a famous amendment that regulates debit card interchange, and an ally want to know how well a provision in the amendment that gives a debit card issuer an extra penny in interchange for taking fraud-control measures is working.

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