Speaking Opportunities

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EXPO L.A. Symposium 2005

Register on-line

Download a PDF version of the Registration Brochure

CFOs ● Treasurers ● Controllers ● Assistant Treasurers ●
Assistant Controllers ● Cash Managers ● Accounting Managers ● Treasury Staff ●  Treasury Consultants ● Bank Professionals

Schedule and Breakouts
Wednesday, May 18, 2005

8:00a.m. - 9:00a.m. - Registration/Continental Breakfast Sponsored by AMR Investments

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

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

• Risk Management - The Utility of Forecasts: FX, Interest Rate and Inflation, Stephen Kuhl, Vice President, Travelex

• Investments - Leveraging Treasury for Effective Working Capital Management, J.L. (John) Alarcon, Vice President, XRT, Inc.

• Banking - Cross Border Liquidity Management, Michelle Allman Ward, Allman-Ward Associates Inc.

• Cash Management - How to Eat an Elephant: Bidding and Implementing a Treasury Workstation, Susan Albonetti, CPA, CTP, President, Albonetti & Company, LLC

10:00a.m. - 10:30a.m. - Refreshment Break Sponsored by JP Morgan Chase Bank

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

• Risk Management - Check Fraud, Identity Theft and Check 21, Greg Litster, Safechecks

• Investments - Corporate Liquidity Management in an Ultra-Short Fixed Income Framework, Patrick Sporl, American Beacon

• Banking - Check 21, ARC and Remote Deposit Capture…. NEW OPPORTUNITIES, NEW CHALLENGES!, D. Jay Kenney, Moneygram

• Cash Management - Accenture Study on Expense Management, Beth Johnson, American Express

11:45a.m. - 1:30p.m. - Lunch - Keynote Speaker: Esmael Adibi, Ph.D., Director of  The A. Gary Anderson for Economic

U.S. and California Economic Outlook

Are you with those who predict gloom and doom for the future of California? Or, do you think we’re in for the next stage of rapid growth and prosperity? How will the economy — in growth or recession — impact your business?  Dr. Adibi, a leading figure in his field, will share his extensive knowledge and experience of these important questions and provide practical insight into the economic future of California

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

• Risk Management - Dramatic Changes in Corporate Risk Management and Insurance, Bill Fairbanks, Marsh, Inc.

• Investments - Treasury Systems and Investment Portals: What to Expect from Automation and Compliance, Bent Benjaminsen, SunGard Treasury Systems

• Banking - Understanding Account Analysis, Don Dziekanowski, Weiland Financial Group

• Cash Management - Check Truncation, Valjean Sanchez, Union Bank

2:45p.m. - 3:15p.m. - Refreshment Break Sponsored by Moneygram International

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

• Risk Management - Stopping Information Leaks, Assaf Litai, Vidius

• Investments - Working Capital Investments - Built from the Risk on Up, David Scheidt, Decision Analytics

• Banking - Post Crisis Commentary: How Actions Taken During a Crisis Affect the Future Relationship Between Bank & Corporate Client, Tim Bint, Manager - Cash Management, Southern California Edison

• Cash Management - Relating Cash Forecasts to Cash Flow Statements, Kenneth Chong, Healthnet

4:15p.m. - 6:00p.m. - Opening Reception Sponsored by California Bank & Trust

Schedule and Breakouts
Thursday, May 19, 2005

8:30a.m. - 9:00a.m. - Continental Breakfast Sponsored by Bank of the West
                                   

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

• Technology - Practical Applications of New Technology in Treasury Operations, Greg Malosh, Mellon Financial Corporation

• Banking for Bankers - Bank Pricing 2005: A Period of Pricing Sensitivity and Competitiveness, Richard D. Richardson, Sr. Vice President, Phoenix-Hecht

• Banking - Check Fraud in the 21st Century, Gerald Stephens, Bank of America

• Cash Management - Brainstorming Treasury: What's On Your Mind?, Richard Bort, President, Bort & Co., Inc.

10:00a.m. - 10:15a.m. - Refreshment Break Sponsored by The Weiland Financial Group

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

• Technology - Technical Crimes, Wendy Zolkowksi, LA Sheriffs Department

• Banking for Bankers - Issues to Consider When Changing Banks, Judy Mowdy, Southwest Bank of Texas

• Banking - Image Solutions - A Case Study, Christopher J Redvers, Vice President, JP Morgan & Janet Rydell, Toyota

• Cash Management - Best Practices for Ongoing Compliance with Sarbanes Oxley, Karen McCoy & Jeanne Castro Schmidt, Treasury Management Solutions

11:30a.m. - 1:15p.m. - Lunch - Keynote Speaker: Jay Rifenbary, President, Rifenbary Training & Development Center

“No Excuse! – An Action Plan for Success”
“If you are sick and tired of people whining, “No Excuse! – An Action Plan For Success” will be a program worth investing in. “No Excuse!” validates for many of us that certain principles, and skills still matter when it comes to the success of both our personal and professional lives. “No Excuse!” is built on a solid foundation of self-responsibility, integrity and purpose. Principles such as self-control, personal respect, forgiveness, passion, and attitude are just a sampling of other ideas that will be presented. Having a greater understanding of the importance of consistency in behavior, decisiveness, and personal honesty will only enhance an individual’s productivity and efficiency in the work place. Ultimately this contributes to the overall atmosphere and productivity of the organization. “No Excuse!” will contribute to an individual’s ability to lead, manage, sell and most importantly set a positive and professional example for themselves and others.

Jay Rifenbary is president of the Rifenbary Training & Development Center, and author of the International Best-Seller, “No Excuse! – Key Principles for Balancing Life & Achieving Success”, awarded “Book of the Year” by the North American Book Dealers Exchange.

Jay is a professional speaker, trainer and consultant; and was recognized as the “Outstanding New Yorker in the Field of Business” for 1995.  He has provided his expertise in the areas of personal development, leadership, and communication training to Fortune 500 companies, associations and schools across the nation.

Jay received his Bachelor of Science degree from the United States Military Academy at West Point, with a concentration in Nuclear Physics.

From being a former qualified Airborne/Ranger, Military Commander, Sales Professional, Corporate Manager and Entrepreneur, Jay brings a unique background of interpersonal skills and business experience to each of his training and speaking engagements.

A previous All-American swimmer, Jay is an avid sports enthusiast and enjoys the challenges of biking, hiking, scuba diving, rock climbing, and downhill skiing.

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

• Technology - Product Development in the On-Line World, Marcus Yamane, Wells Fargo

• Career Development - Career Development & Critical Decision Making, Rick Manning, F.E. Manning Associates & Lynne Shulim, Sony Pictures Entertainment

• Banking - Effectively Managing Receivable Payments in an Electronic Environment, Bank of the West, John Curtis, AAP & Jeff Thorness, ACH Direct

• Cash Management - Remote Image Deposit,  Michael Grazer, Union Bank

2:30p.m. - 2:45p.m. - Refreshment Break Sponsored by Chesapeake System Solutions

Session 8 - 2:45p.m. - 4:15p.m.

• Check 21: After math or After mess - Panel Discussion

  Ivette Vasquez, Bank of America

  Alan Koenigsberg, JP Morgan

  Mark Oune, County of Los Angeles

  Eileen Yoshimura, City of Los Angeles

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 2005offers the opportunity to acquire CTP, CCM and AAP credits to enhance your professional standing.

EXPO LA Symposium 2005 is being reviewed 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 2005 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 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 L.A. Symposium 2005.

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 2005 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, 2005 will be subject to a $75.00 cancellation charge. No refunds will be given after April 17, 2005

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 L.A. Symposium 2005 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 2005 is business casual. Everyone has a different temperature comfort zone, so be prepared with a sweater for cool meeting rooms.