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2012 SoCal EXPO

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Schedule - Speakers - Accreditation - Attendee Flyer - Attendee Info

31st Annual SoCal EXPO
May 10-11, 2012
Crowne Plaza Anaheim
Anaheim, CA

Schedule and Breakouts

Thursday, May 10, 2012

8:00a.m. - 9:00a.m. - Registration/Continental Breakfast

8:45a.m. - 9:00a.m. - Welcoming Remarks

Session 1 - 9:00a.m. - 10:00a.m.

What's Next? An Economic Forecast for the U.S., California and Southern California - Christopher Thornberg, Beacon Economics

10:00a.m. - 10:30a.m. - Refreshment Break

Session 2 - 10:30a.m. - 11:30a.m.

State of Play in the Short-Term Fixed Income Markets - Stephen Parry, J.P. Morgan Asset Management
Impact of Recent Regulatory Changes on Bank Pricing, Services, and Trends. - Zoya Lieberman, CTP & Randy Rosen, CTP, Informa Research Services, Inc. & Bridget Meyer, CTP , The Montauk Group
Establishing a Global Payment Network and Managing Exotic Currencies - Ben Kavalec, Western Union Business Solutions
Deploying Successful Paperless Environment Using Foundation Tools of Project Management. - Sujal Saraiya, Saraiya Business
Project Management for the Treasury Professional - Peter Biglin, Treasury Management Solutions, Inc.

11:45a.m. - 1:45p.m. - Lunch - Keynote: The View from Washington - Jim Kaitz, President and CEO of AFP

Session 3 - 1:45p.m. - 2:45p.m.

Receivables Straight Through Processing - Jesse Sandoval & Carolyn Swafford, Union Bank
Golden Age of Card Payments: Exploring Durbin’s Impact on Bill Payment - Taige Caldwell, Online Resources
Functional Currency of Foreign Subsidiaries and the Limitations it Can Have on Cash Flow Hedge Programs - Jim Shepard, Hedge Trackers, LLC
Impact of Mobile Technology on Treasury Management - Andy Ai, PNC Financial Services Group
Treasury Management 2012: The Shifting Sands of Credit, Pricing, and Customer Service - Richard Richardson, Phoenix-Hecht

2:45p.m. - 3:15p.m. - Refreshment Break

Session 4 - 3:15p.m. - 4:15p.m.

Investing Cash and Navigating Risks in a Low Yield Environment - Paul Reisz & Kevin Kuhner, PIMCO
Global Best Practices in Risk Management - S.L. (Sam) Srinivasulu, KESDEE Inc.
Global Trade Credit: What is New and How and Why are Multinationals Using This Service - David McCrary, Euler Hermes
Managing Foreign Exchange Exposures in a Volatile Environment - Al Manbeian, GPS Capital Markets
Driving Paper from the Order-to-Pay Process: How is the Market Evolving - William Kniering, SVP – Sr. Card Sales Officer, Bank of America

4:15p.m. - 6:00p.m. - Opening Reception

Friday, May 11, 2012

8:30a.m. - 9:00a.m. - Continental Breakfast

Session 5 - 9:00a.m. - 10:00a.m.

Changing Times and Implementing Solutions: Best Practices for Updating Investment Policies - Stephen Parry, J.P. Morgan Asset Management
Grappling with the Dodd-Frank Act: Ramifications for Non-Finance Co. Leaders - Anita Pramoda, piRsqr, Inc., Krupa Srinivas, Toyota Financial Services, & Valerie Davisson, West Newton Consulting
Faces of Fraud, Part 1: Embezzlement and Cyber Crime - Greg Litster, SAFEChecks
The Pros and Cons of ASp/SaaS and Installed Treasury Workstations - Ann Marie Kelley, GTreasury

10:00a.m. - 10:30a.m. - Refreshment Break

Session 6 - 10:30a.m. - 11:30a.m.

Stop Managing Cash ! ! - Transaction to Bank, Cash Management Solution - Mark Despars, Garda Cash Logistics & Sean Carlin, Fireking Security Products
Multinational Corporations: Why it Makes Sense to Have an In-House Bank - Shubha Sinha, Deloitte & Touche, LLP
Faces of Fraud, Part 2: Payment Fraud, including Mobile Banking Scams - Greg Litster, SAFEChecks
ACH? EAP? EIPP? OMG! How to Sift Through the Jargon to Develop a Cohesive e-Payment Strategy. - Jeff Pape & Greg Rettinger, U.S. Bank

11:45a.m. - 1:45p.m. Lunch Keynote: A Perfect Business Lunch: Discovering Treasury Trends & New Networking Solutions - Dan Carmody, TreaSolutions

Session 7 - 1:45p.m. - 2:45p.m.

A Practical Guide to Making International Treasury Management Work - Karen Austin, Quest Software & Tiffany Makaus, J.P. Morgan Chase
The Cash Manager's Survival Guide: Are You Equipped for Unprecedented Volatility? - Michael Morin, Fidelity Investments
Are You Ready for Your Company to Achieve 100% Direct Deposit? - Brian Slowik, Wright Express Corporation

2:45p.m. - 3:15p.m. - Refreshment Break

Session 8 - 3:15p.m. - 4:15p.m.

What is the new normal for Investment Policy Statements? How two corporates are prepared to weather regulatory changes - Codie Sanchez & Andrew W. Goodale, State Street Global Advisors

Upcoming Meetings:

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SCAFP SoCal Expo
May 10-11, 2012
31st Annual
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Meetings of Interest:

30th Annual SoCal EXPO
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(Previously the Treasury Association of Southern California)

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