Who Should Attend EXPO LA Symposium 2004?
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 2004 is
for you!
Why should you attend Symposium 2004?
EXPO LA Symposium 2004 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 2004 is local
and reasonably priced, which means that attending the event will
be easy on your budget.
Why is Symposium 2004 such a good value?
EXPO LA Symposium 2004 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 12,
2004
8:00am - 9:00am Registration/Continental Breakfast
8:45 - 9:00 Welcoming Remarks
9:00am - 10:00am
Session 1
10:00am - 10:30am Break
10:30am - 11:30am
Session 2
11:45am - 1:30pm
Lunch with
speaker Martha Bryan
Take this Job and Love It
1:45pm - 2:45pm Session
3
2:45pm - 3:15pm Break
3:15pm - 4:15pm Session
4
4:15pm - 6:00pm Opening Reception
Thursday, May 13, 2004
8:30am - 9:00am Registration/Continental Breakfast
9:00am - 10:00am Session
5
10:00am - 10:15am Break
10:15am - 11:15am
Session 6
11:30am - 1:15pm
Lunch with
speaker Gregory Freeman
The 60 Mile Circle:
Reconnecting our Neighborhoods to the Region
1:30pm - 2:30pm Session
7
2:30pm - 2:45pm Break
2:45pm - 4:15pm Session
8
4:15pm - 4:30 pm Closing Remarks and Drawing
Schedule and Breakouts
Wednesday,
May 12, 2004
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.
-
FAS 133 Impact on Accounting, Investment
Decisions and Auditors
- Tom Niemier, Bank One
-
Outsourcing Cash Management
"Investments"
- Bonnie Mitra, AMR Investments
-
The Practical Application of
Check 21
- Ivette Vasquez, Bank of America
-
Trends in Treasury: What's the
Buz? Treasury 2004
- Susan Albonetti, Susan Albonetti & Company, LLC.
10:00a.m. - 10:30a.m. - Refreshment
Break
Session 2 - 10:30a.m. - 11:30a.m.
-
Revamping Strategy of an FX Program - Case Study
- Joanne Tillemans, Avalon International Strategies
-
Bank Pricing - Beyond the
Numbers
- Richard Richardson, Phoenix Hect
-
EPayroll Cards - A
Great Way to Increase Direct Deposit Participation
- Bob Leahy, Leahy Newsletter
11:45a.m. - 1:30p.m. - Lunch - Keynote Speaker:
Martha Bryan
Take this Job and Love It!
George Bernard Shaw said, "A master in the
art of living knows no sharp distinction between their work
and their play, their labor and their leisure, their mind
and their body, their education and their recreation .. .
They simply pursue their vision of excellence through
whatever they are doing and leave others to determine
whether they are working or playing." Because we
manufacture ourselves through our work, each time we make a
choice on the job, we shape our identities, our inner
feelings about who we are, our sense of self-worth, and our
relationships with others. This program is about
discovering the hidden truths about our life, and how we
can move from simply surviving our work to mastering the
art of living through our work.
Martha N. Bryan is a leading authority on the development
of human potential and personal excellence.
With an education background in teaching, she has taught at
both high school and college levels and has held positions
in both government and private industry. Her work career
expands from farm laborer and cafeteria helper to positions
in staff support, sales, training and personnel
administration. She has served in leadership positions for
a number of organizations - chairman of college advisory
boards, president of women's organizations, president of
personnel administration organizations and president of a
financial institution.
After 20 years in public sector administration, Martha
resigned to start her own consulting firm. She has a wide
range of consulting experiences -- working with CEOs,
Presidents, Elected Officials, Directors, Managers,
Administrators, Supervisors, Auditors, Engineers,
Attorneys, Teachers as well as Line Staff. She has become a
sought after speaker throughout the United States and
Canada in the areas of Customer Excellence, Leadership,
Communication, and Organization and Personal Excellence.
Session 3 - 1:45p.m. - 2:45p.m.
-
The Cure for SOX - Proactive Program Management
- Mike Beard & Robert Johnston, Value Based Project Management
-
Corporate Intranets: Effective use within Treasury and Cash
Management Orgs.
- Eric Newberg, XRT, Inc.
-
ARC POP, Check 21.
What Happened to My Check
- Valjean Sanchez, Union Bank of CA
-
Navigating the
International Minefield. International Cash Management
- Michele Allman-Ward, Michele Allman-Ward
Consulting
2:45p.m. - 3:15p.m. - Refreshment Break
Session 4 - 3:15p.m. - 4:15p.m.
-
Hedging Interest Rate Exposures using FAS 133
- Alan Ross, Alan Ross MBA
-
Automating Short Term Investing
- Kirk Black, Mellon Financial
-
Anatomy of Implementation
- Sandra Obelsky, Treasury Assist
- Account Analysis: Automating the Process
with Technology
- David Rodriguez, Trintech Inc. FMS Division
4:15p.m. - 6:00p.m. - Opening Reception
Schedule and Breakouts
Thursday, May
13, 2004
8:30a.m. - 9:00a.m. - Continental Breakfast
Session 5 - 9:00a.m. - 10:00a.m.
-
How
will the Expanding Credit Derivatives Market Change Your
Borrowing Process Forever?
- Kevin Waslh, Mellon Financial
-
Investing in a Low Interest Rate Environment
- David Scheidt, Decision Analytics
-
Image
Technology: Case Studies in Image Archive Solutions
- Chris Redvers, JPMorgan Chase Bank
-
Understanding Account Analysis - How to Make the Most of What
it is Telling You
- Ryan Fetzer, The Weiland Financial Group
10:00a.m. - 10:15a.m. - Refreshment Break
Session 6 - 10:15a.m. - 11:15a.m.
-
Security for Monetary Transactions on the Web
- Lew Taub, Independent Consultant
-
Financial Fitness for Women
- Linda Descano, Women & Co.
-
Automating Treasury: Integrating Treasury Workstations
- Peter Randrup, Chesapeake System Solutions
-
Brainstorming Treasury: What's on Your Mind?
- Bill Luehrmann, Occidental Petroleum Corporation
- Chuck Whitney, Union Bank of California
11:30a.m. -
1:15p.m. - Lunch - Keynote Speaker:
The 60 Mile Circle:
Reconnecting our Neighborhoods to the Region
The "60-Mile Circle: Reconnecting our
Neighborhoods to the Region" argues for a regional approach
to key growth-related issues. Southern California faces
enormous increases in trade and population over the twenty
years, 2000-2020, which will create far-reaching
challenges. The presentation surveys the expected growth
and explores the implications for the region's quality of
life and economic competitiveness. The presentation
concludes with a description of the policy hurdles standing
between Southern California and a prosperous, livable
future.
Gregory Freeman is the Director of Policy Consulting for
the Los Angeles County Economic Development Corporation (LAEDC)
and the California Economic Research Center (CERC). He
conducts economic and public policy research for clients of
the LAEDC, including both public agencies and private
companies. Mr. Freeman’s primary areas of expertise are in
economic impact analysis and trade and transportation
infrastructure.
Mr. Freeman has conducted numerous economic impact studies
on projects ranging from special events (such as the
Oscars), to new hotels, development projects, and company
expansions, to analyses of the ongoing operations of major
institutions such the University of California, Los Angeles
and the Los Angeles Metropolitan Transportation Authority.
He is frequently the lead investigator on important
economic impact projects, most recently for analyses of the
economic impact of the Breeders’ Cup; the job, wage, and
tax implications of planned operations of the new Home
Depot Center in Carson; and a study of the implications of
Wal-Mart’s entry into the Southern California grocery
market.
Mr. Freeman is a frequent speaker on trade, population, and
transportation trends in Southern California. He has
co-authored several papers on major infrastructure for the
Southern California Studies Center at the University of
Southern California: The LAX Master Plan: Facing the
Challenges of Community, Environmental and Regional Airport
Planning, co-authored with Professor Steven P. Erie and
Thomas Kim; Planning Airport Expansion: A Survey of Best
Practices at Nine Leading International Airports,
co-authored with Steven P. Erie and Harold Brackman; and
Global High-Speed Rail Projects: Lessons for California,
co-authored with Steven P. Erie and Harold Brackman.
W(h)ither Growth: Metropolitan Water District Policies and
Southern California Sprawl, 1928:1996, co-authored with Steven
P. Erie and Pascale Joassart-Marcelli, was published
as a chapter in book on urban sprawl.
Session 7 - 1:30p.m. - 2:30p.m.
-
Derivatives Based Approach to Pension Asset/Liability
Management
- Kevin Walsh, Mellon Financial
-
Workers' Compensation - California the Golden State?
- Robert Helm, Marsh Risk & Insurance Services
-
Pulling Your Weight - Demonstrating the Value of Treasury
- Maria D'Alessandro, Wachovia Bank
-
An
Old Dog Learns New Tricks: The New Lockbox
- Susan Albonetti, Susan Albonetti & Company LLC
2:30p.m. - 2:45p.m. - Refreshment Break
Session 8 - 2:45p.m. - 4:15p.m.
-
Check
21: Nuts and Bolts, Corporate Applications - Q & A Discussion
- Phyllis Meyerson, ECCHO & Stephanie Sturgis, Wells
Fargo Bank
4:15p.m. - Closing Remarks and Drawing
BEG = suitable for
entry-level attendees
INT = suitable for attendees with some experience in cash
management
ADV = suitable for attendees with at least 4 to 6 years
experience in cash management
CTP, CCM and AAP Accreditation
EXPO LA
Symposium 2004 offers the opportunity to acquire CTP, CCM and AAP
credits to enhance your professional standing.
EXPO LA Symposium 2004 has been approved for up to 12 CTP/CCM
recertification credits by the Association for Financial
Professionals (AFP).
Registration Information
Register
on-line
Registering for EXPO LA Symposium 2004 is easy and may be done
either online by
clicking here,
by fax, or by mail. And we accept both checks and credit cards.
If registering by fax or mail, please use the Registration Form (print
pdf version of brochure) and submit it as instructed in the
form.
To
qualify for the regular registration fee you must practice
cash/treasury/financial management for an organization, or you
must be an attendee from a sponsoring company.
Non-sponsoring vendors are attendees from a company that sells or
manages products or services to the financial/treasury management
field that is not a sponsor of the EXPO LA Symposium 2004.
Conference registration
includes admission to all educational sessions, table-top
displays, coffee breaks, continental breakfasts, luncheons,
opening reception and all handout materials. An official badge is
required for all of these events.
Payment Confirmation
Attendees will receive a confirmation of
registration from SCAFP headquarters and will pick up badges and
program materials at the registration desk the day of the
conference. Registrations will only be processed when accompanied
by a check or credit card number.
Send payment and registration form to:
SCAFP/EXPO LA 2004 Symposium
P.O. Box 10065
Burbank, CA 91510
Phone (818) 843-5660 Fax: (818) 843-7423
Registration Cancellation Policy
Notification of cancellation must be submitted in
writing. Cancellations received by April 17, 2004 will be subject
to a $75.00 cancellation charge. No refunds will be given after
April 17, 2004
Hotel Accommodations
The Omni Hotel offers attendees the special
rate of $210.00 plus tax for single/double accommodations.
Overnight parking for hotel guests is $24.00. To reserve a room
at the Omni Hotel please call the hotel directly at (213)
617-3300. Be sure to identify yourself with SCAFP Expo LA
Symposium 2004 to receive the special discounted rate. The Omni
Hotel is located at 251 S. Olive St. Los Angeles, CA 90012.
Attire
Attire for the EXPO LA Symposium 2004 is
business casual. Everyone has a different temperature comfort
zone, so be prepared with a sweater for cool meeting rooms.
