SoCal AFP | Southern California Association for Financial Professionals

Strategic Planning

The following 5 Strategic Statements were developed to support SoCal AFP's Mission:
  • Membership: The Association should attract and retain financial professionals as members who have a base of business in Southern California. Members should be employed by businesses and institutions as practitioners or serve businesses and institutions as product or service providers. Individuals who provide products or services primarily to the consumer sector are not the target for membership in this Association.
  • Leadership: Identify and develop members to serve as leaders in various Association capacities.
  • Financial Management: The Association s financial resources are for the benefit of its members. The Association shall utilize sound financial practices and controls to ensure its on-going ability to deliver services to its membership.
  • Communications: The Association should add value for members through frequent two-way communications between members and the Association s leadership, and by enabling communications among members. The Association provides its members with information regarding educational and networking opportunities, government regulatory and legislative news, technology updates, and other finance-related matters.
  • Relationships with External Organizations: The Association should strive to develop relationships with other local, regional, and national organizations, and gain a reputation for knowledge and leadership in the treasury/finance field.
Upcoming Events

August 11th, 2017
Lunch Meeting

October 15th, 2017
AFP: AFP's 2017 Conference in San Diego

November 17th, 2017
Lunch Meeting
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News Items
Dodd-Frank Rollback Tops Regulatory Landscape
In examining what was the top of mind news amid regulatory reforms and action, the biggest event (stateside at least) was, of course, the legislation approved by the U.S. House of Representatives to roll back tenets of the 2010 Dodd-Frank Act.

Bitcoin at $2,000: The Digital Currency’s Heady Ascent Obscures Its Payment Function
Like it or not, Bitcoin has momentum behind it. On Saturday, the digital currency breached the $2,000 level for the first time ever, and by Monday morning it was trading just shy of $2,200, according to CoinDesk, an online service that tracks cryptocurrency.

CFPB Revamps Structure, Debuts "Celebrity Director' At Trump's Urging
In an effort to make everyone happy, the CFPB has taken a page from the Donald Trump show business canon.

"In effect, we are going to have a rotating cast of celebrity apprentices," explained current-but-soon to be former Director Richard Cordray, at a press conference called hastily on April 1. "We came up with the idea for this when we had a meeting with President Trump and some of his producers - I mean, staffers. The best way out of a constitutional showdown is a bit of the ol' razzle-dazzle."

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