Lunch Meetings:

October 12, 2007

27th Annual EXPO L.A.  

April 29-30, 2008
Pasadena, CA
Sponsorship Opportunities

251 South Olive Street
Los Angeles, CA, 90012

go to map
213-617-3300 

Showing the Way ...
to:
Winning Strategies
New Perspectives
Opportunities for learning and sharing

Who Should Attend EXPO LA Symposium 2003?

If you are a professional engaged in the corporate treasury or treasury-related functions, or provide these services to the corporate sector, EXPO LA Symposium 2003 is for you!

Why should you attend Symposium 2003?
EXPO LA Symposium 2003 takes place on a regional stage with a national cast of highly experienced experts. The Symposium features four tracks running concurrently over two days for a total of 26 different presentations. You are welcome to attend sessions on numerous topics or focus on a few that particularly interest you. EXPO LA Symposium 2003 is local and reasonably priced, which means that attending the event will be easy on your budget.

Why is Symposium 2003 such a good value?
EXPO LA Symposium 2003 is produced by the members of SCAFP. It is priced to be affordable for its members and the general public, especially compared to attending national conferences that incur additional expenses for travel and hotel accommodations. Five or more employees of the same firm, registering as a group, qualify for the Member Rate

Schedule at a Glance

Wednesday, May 14, 2003
8:00am - 9:00am Registration/Continental Breakfast
9:00am - 10:00am Session 1
10:00am - 10:30am Break
10:30am - 11:30am Session 2
11:45am - 1:30pm Lunch with speaker Gary Wollin
1:45pm - 2:45pm Session 3
2:45pm - 3:15pm Break
3:15pm - 4:15pm Session 4
4:30pm - 6:00pm Opening Reception

Thursday, May 15, 2003
8:00am - 8:45am Registration/Continental Breakfast
8:45am - 9:45am Session 5
9:45am - 10:15am Break
10:15am - 11:15am Session 6
11:45am - 1:15pm Lunch with speaker Benjamin Wright
1:30pm - 2:30pm Session 7
3:00pm - 4:40pm Session 8
4:40pm - Adjourn

Wednesday, May 14, 2003

8:00a.m. - 9:00a.m. - Continental Breakfast Sponsor - BankOne

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

• Re-engineering Your Workflows W/ Image and Archive (INT)
       - Mike LaCava, Global Cash/Deutsche Bank

• Protecting & Enhancing Corp Cash Returns in Uncertain Markets (INT)
       - Linda Ruiz-Zaiko, Bridgebay Financial, Inc.

• Managing Short-Term Portfolios During Turbulent Markets (INT)
       - Gregory B. Stilson, JPMorgan Chase

• Determination of FX Exposure Corp Case Study (INT)
       - JoAnne Tillemans, Avalon International Strategies, Inc.

10:00a.m. - 10:30a.m. - Refreshment Break Sponsor-JPMorgan Chase

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

• Maximizing the Use of Your Bank Data (INT)
       - Melissa Taylor/Peter Randrup; Chesapeake System Solutions, Inc.

• Effectively Dealing w/Fraud in Paper-Based Financial Transaction Processing (INT)
        - Janice Benintend, Mellon Global Cash Management

• Global Cash Forecasting  The Keys to Driving Value Through Your Organization (INT)
       - LaMont L. Connie, Ernst & Young LLPt

• Internet B2B eCommerce Lessons Learned and Some Predictions (ADV)
       - Chuck Russell, Mellon Global Cash Management

11:45a.m. - 1:30p.m. - Lunch - Keynote Speaker: Gary Wollin - “Shootout at the Wall Street Corral” Sponsor - Union Bank of California

Horror stories about crooked corporate executives, accounting practices, and investment bankers have made individual investors highly skeptical of Wall Street.

The three-year dramatic decline in stock prices, coupled with stock market domination by professional investors such as banks and large mutual funds, has scared off the public. Under these circumstances, is it possible for the individual investor to make money in the stock market? The answer is a resounding "YES," if you stick to the time-honored fundamentals of investing. In a very funny, fast-paced keynote talk, Gary Wollin explains how to take advantage of these circumstances to make big money.

Gary Wollin is a private financial advisor, specializing in conservative investments and tax-saving strategies. He received an M.B.A. from New York University in 1966. Over the past 35 years, he has been regularly featured in The Wall Street Journal, The New York Times, and many other publications.

In 1980, Institutional Investor Magazine surveyed professional money managers at banks, mutual funds, and insurance companies. They were asked whom they would pick to manage their own money if they couldn't manage it themselves. Of the two dozen or so respondents, they named Gary, along with Warren Buffett and Peter Lynch.

Gary is a senior member of the New York Society of Securities Analysts and a Senior Fellow of the Financial Analysts Federation. An accomplished magician, Gary's talks entertain as well as educate.
 

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

• Pcards in the Real World - How to Increase Control, Save Money & Make Employees Happier (BEG)
       - Bob Leahy, Leahy Newsletter

• After The Fall: What Next For The ‘Post-Bubble’ Economy? (INT)
       - Gary Schlossberg, Wells Capital Management

• Taming the Technology Dragon (ADV)
       - Kevin P. Young for Gwyn Myers Transition Partners
• The Do;s, the Dont's, the How's & the Wow's of Check Conversion (ADV)
       - Robert Wilson, Bank One

2:45p.m. - 3:15p.m. - Refreshment Break
                                                  Sponsor - Comerica Bank - California & XRT, Inc.

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

• Drivers to Survivors: Strategies for Improved Treasury Operations (BEG)
       - Dorothy Rule, Citibank NA

• The M & A Process (ADV)
       - Lloyd Straits, Northrop Grumman Corp.

• Brainstorming Treasury: What's on Your Mind? (INT)
       - Dick Bort, CCM, Bort & Company
• The Effective Use of Corporate Intranets within the Cash & Treasury Management Organization (ADV)
       - Eric L. Newberg, CCM-XRT

4:30p.m. - 6:00p.m. - Opening Reception Sponsor - California Bank & Trust

Thursday, May 15, 2003

8:00a.m. - 8:45a.m. - Continental Breakfast
                                     Sponsor - Payden & Rygel and SunGard Treasury Systems

Session 5 - 8:45a.m. - 9:45a.m.

• ACH Basics (BEG)
       - Phillip E. Holmes, Western Payment Alliance

• Raising Rates: A Case in Staying Invested (INT)
       - Anthony T. Corallo, Sterling Capital Management, LLC

• Enabling Web Cash Management w/Digital Certificates & Other Security (ADV)
       - Lew Taub, Union Bank of California
• Are You Prepared for a Financial Crisis at Your Company? Lessons Learned from So. California Edison (INT)
       - Timothy Bint, Southern California Edison

9:45a.m. - 10:15a.m. - Refreshment Break Sponsor - Blackrock Financial

Session 6 - 10:15a.m. - 11:15a.m.

• Whats New in ACH (INT)
       - Michael Gilchrist Western Payment Alliance

• Technology is your friend (So why are we afraid of using it) (INT)
       - James M. Conerly, Unisys Corporation

• Testing Business Recovery Plans (INT)
       - Judy Bell, Disaster Survival Planning Network
• Wireless: From the Napkin to Working Treasury Applications (INT)
       - Laurence B. Leinbach, Jr., CCM, Wachovia Treasury Services

11:30a.m. - 1:15p.m. - Lunch - Keynote Speaker: Ben Wright - “Lessons Learned from Arthur Anderson on Keeping Financial Records”  Sponsor - Bank of America
Arthur Andersen was criminally convicted and essentially driven out of business when good people tried to follow the firm's corporate record retention/destruction policy. Could that happen to you and your company?

The policy was just like the standard retention policies found throughout corporate America. Ben Wright will explain what happened at Andersen, how Congress reacted with passage of the Sarbanes-Oxley "corporate responsibility" Act of 2002, and what the implications are for you and your company.

Benjamin Wright, recognized the world over as one of the leading lawyers in e-commerce, is the founding author of The Law of Electronic Commerce, a comprehensive book on the legality of electronic transactions and computerized business records. The book is published by Aspen Law & Business. A graduate of Georgetown University Law Center, Mr. Wright is an independent attorney practicing computer security and e-commercial law in Dallas, Texas.

Since 1988, Wright has delivered over 500 speeches on e-commerce, privacy, records management, and computer security and been quoted in publications around the globe, from the Wall Street Journal to the Sydney Morning Herald. On May 26, 2001 he was featured in CNBC's 30-minute documentary "The Cutting Edge Technology Report: Electronic Signatures."
 

Session 7 - 1:30p.m. - 2:30p.m.

• Cash Forecasting - Creating Value in an Uncertain Economy (INT)
       - Mark Prochilo, PricewaterhouseCoopers, LLP

• The Financial Supply Chain: What is it?  Whow can it Work for You? (INT)
       - Dan Scanlan, Bank of America

• ACH in English (BEG)
       - Valjean Sanchez, Union Bank of CA

2:30p.m. - 3:00p.m. - Refreshment Break Sponsor - BankOne

Session 8 - 3:00p.m. - 4:40p.m.

• Surviving the Current Market Environment Using Fixed Income Income Securities (INT)
       - Michael Boulos, Union Bank of California

• Danger in the Information Age: Laws that Require Document Destruction vs. Laws that forbid it. (INT)
       - Benjamin Wright, Attorney at Law

4:40p.m. - Adjourn