SoCal AFP | Southern California Association for Financial Professionals

SoCal AFP Committees

  • Communication Committee
    The purpose of the Communication Committee is to ensure two-way communications with the SoCal AFP membership. In order to accomplish this purpose, the committee will build, monitor, and maintain the various communications channels and tools (website, LinkedIn Group, newsletters etc) used for this purpose. The committee will track and measure participation and attempt to ensure active participation by the SoCal AFP membership.
    Chair: Monica Cooper - Bank of America
  • Education Committee
    The purpose of the Education Committee is to provide SoCal AFP members with new learning opportunities to help prepare for the CTP Exam and earn re-certification points. In addition to offer educational tours to membership to enhance their experience within the organization.
    Chair: Pending
  • Expo Committee
    The purpose of our committee is to provide educational and career development opportunities and an interactive forum for the exchange of ideas in the treasury and finance industry. Our SoCal Expo committee hosts an annual one-day event that provides the opportunity to attend educational sessions that will bring you valuable information on the many financial services provided by Banks, non-bank Financial Institutions and other third party providers of financial services to businesses and corporations.

    Chair: Randy Gehres, CTP - Western Union Business Solutions
  • External Relations Committee
    The purpose of the External Relations Committee is to ensure joint working relationships between SoCal AFP and other organizations in the cash management and treasury industries, including other local AFP chapters and the national AFP organization.
    Chair: Pending
  • Membership Committee
    The purpose of the SoCal AFP Membership Committee is to help define the organization through the establishment and maintenance of policies and procedures regarding membership eligibility, standards, types or classes of membership, pricing and payment arrangements, benefits, and so on. In most years, the committee will be seeking to grow the size of the membership based primarily on the value of the organization's programs to the Southern California financial community.
    Chair: Michael Rosenberg, CTP - PNC Bank
  • Programs Committee
    Provide unique educational opportunities that deliver increased attendance at our luncheon meetings and greater participation in our webinars; all while offering our membership renewal credits.
    Chair: Ed Perez, CTP - City National Bank
  • Social Events Committee
    The purpose of the Social Events Committee is to enhance the networking experience for SoCal AFP members, by organizing engaging and exciting networking mixers, which will create an opportunity to meet peers and other treasury professionals from various industries in an inviting environment.
    Chair: Kimberly Feder, CTP - Banner Bank
Upcoming Events

May 10th, 2018
37th Annual SoCal EXPO

June 7th, 2018
Double Header Program

August 9th, 2018
Double Header Program
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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.

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).

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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