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Lunch Meetings:

October 12, 2007

 

27th Annual EXPO L.A.  

May 8-9, 2008
Pasadena, CA
Sponsorship Opportunities

Speaking Opportunities

 

 

Click here for past presentation downloads


 

2006 EXPO SPONSORS


Platinum Sponsors
Bank of America

Bank of the West

California Bank & Trust

Union Bank of California

 

Gold Sponsors

AIM Investments

Chesapeake System Solutions

Custom House

Deutsche Bank

Payden & Rygel

Wells Fargo Bank

XRT

 

Silver Sponsors

JPMorgan Chase Bank

 

Bronze Sponsors

SunGard AvantGard

Wachovia

Sponsorship Opportunities Still Available, including:
Breakfast Sponsor, Break Sponsors and Compendium Advertising,
Click here for sponsor prospectus

If you have any questions or comments please contact:

EXPO L.A. 2006 Chair

Shannon Wexler

(213) 621-8008

E-mail: shannon.wexler@

jpmorgan.com

 

Program Chair

Stefan Jaskulak, MBA, CTP

(626) 535-5114

E-mail: stefan.jaskulak@

indymacbank.com

 

Sponsorship Chair

Michael Hards, CTP

(213) 621-8034

E-mail: Michael.R.Hards@

jpmorgan.com

 

EXPO Management Support

Janine Nichols, CAE

(818) 843-5660

E-mail: jnichols@emaoffice.com

 

Click her to submit a Session Proposal on-line

Click her to download Session Proposal Submission Form in Word

 Download PDF version of Sponsorship Prospectus

Download PDF Version of Registration Program


 

EXPO L.A. Symposium 2006

May 10-11, 2006

The Omni Los Angeles Hotel

251 South Olive Street
Los Angeles, CA, 90012

go to map
213-617-3300 

 

Register on-line

Who Should Attend EXPO L.A. Symposium 2006?

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

Why should you attend EXPO L.A. Symposium 2006?
EXPO L.A. Symposium 2006 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 L.A. Symposium 2006 is local and reasonably priced, which means that attending the event will be easy on your budget.

Why is EXPO L.A. Symposium 2006 such a good value?
EXPO L.A. Symposium 2006 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 10, 2006
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 Keynote Speaker
 

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 11, 2006
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 Keynote Speaker
 

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 10, 2006

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.

  • Risk Management - Maximizing Your Company’s Leverages in the Equip. Leasing Arena, Jay Zeinfeld - The Optimus Group

  • Investments - Colleen Ambrose, Cash Management/Treasury in Today's Environment - Payden Rygel

  • Banking - Check 21, Check Fraud & Identity Theft, Gregory Litster - SAFEChecks

  • Banking - ACH Speeds Ahead: New Services & Challenges in 2006, Nancy Grant, NACHA

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

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

  • Risk Management - Impact of Sarbanes Oxley Act, Robert Mayer - Protiviti

  • Investments - Planning For a Successful Treasury System Implementation, Susan Farbenbloom - SunGard AvantGard

  • Banking - Canadian Banking 102 - Features and Benefits, Ray Kohler - Royal Bank of Canada

  • Cash Management - Navigating Global Markets- Strategies for Sustainable Growth, Alexia Williams - Bank of America - Bank of America

11:45a.m. - 1:30p.m. - Lunch - Keynote Speaker: Jack Kyser - Los Angeles Economic Development Corp., Sponsored by Union Bank of California

“Come hear the man recognized by the Wall Street Journal as the most accurate source of economic forecasts in California present his mid-year forecast with a focus on the five county region known as greater Los Angeles”.

Called the “guru of the Los Angeles economy” by the Los Angeles Business Journal, Mr. Kyser is responsible for interpreting and forecasting economic trends in the Los Angeles five-county area (Los Angeles, Orange, Riverside, San Bernardino and Ventura counties), and for analyzing the major industries of the area. Utilizing this information, he helps develop job retention and creation strategies for Los Angeles County. Mr. Kyser’s advice is frequently sought by business, government and the media.

The Los Angeles County Economic Development Corporation (LAEDC) is a private, not-for-profit membership organization whose mission is leadership in the retention and creation of jobs and economic base in the Los Angeles area. Mr. Kyser’s analytical research work and insightful knowledge of the regional economy has helped to elevate the LAEDC to recognition as the pre-eminent source of economic information and forecasts on Southern California. Prior to joining the LAEDC, Mr. Kyser was chief economist for the Los Angeles Area Chamber of Commerce. Mr. Kyser has also worked for Security Pacific National Bank, First Interstate Bank (then United California Bank). Mr. Kyser later joined Union Pacific Railroad in Omaha, Nebraska, where he was transportation economist. Mr. Kyser has also taught economics at the University of Nebraska—Omaha, and served as a business reporter and commentator for radio station KVNO-FM, also in Omaha.

A native of California, Mr. Kyser was born in Huntington Park, and currently resides in Downey. He holds a Bachelor of Science degree in industrial design, and an MBA from the University of Southern California. Mr. Kyser has also pursued additional course work at UCLA. Jack serves on the economic advisors panel for the California Chamber of Commerce, and on the Council of Economic Advisor’s for Mayor James Hahn, City of Los Angeles.. He is also a past president of the Los Angeles Chapter of the National Association of Business Economists; a member of Lambda Alpha—a land economics fraternity; and on the board of directors of the South Park Economic Development Corporation, and the Building Owners & Managers Association of Greater Los Angeles. He is also a fellow at the Lewis Center for Regional studios at UCLA

 

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

  • Risk Management - Creation of a Foreign Exchange Hedging Program: Case Study, JoAnne Tillemans - Avalon International

  • Investments - The Increasing Role and Responsibility of Today's Treasury & Finance Professional, Kevin Keller, AFP

  • Banking - HTTP Scripting:  The Automated File Transfer Revolution , Donald Craddick - BancBridge

  • Cash Management - Use of Ghost Cards, Rhonda Bruening, Toyota

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

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

  • Risk Management - Foreign Exchange Strategy in 2006: Market Update and Trends in Corporate Hedging
    , Vicky Shields - JPMorgan Chase

  • Investments - Corporate Cash Assets (Best practices gleaned from
    corporations nationally), Linda Ruiz-Zaiko - Bridgebay Financia

  • Banking - International Outlook, Tom Etzel - JP Morgan Chase

  • Cash Management - Brainstorming Treasury, Dick Bort, Bort and Company

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

Schedule and Breakouts
Thursday, May 11, 2006

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

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

  • Technology - Driving Process Improvement Within the Finance Organization - and beyond, Erin McCune - Forte Financial

  • Investments - Who's On First? - Strategies for Retaining Your Best Customers, Kennette Reed - Kennette Reed & Associates

  • Banking - Automated Process for Automatic Check Printing, ACH and Wire Settlement, Donovan Perkins - AcuPrint

  • Cash Management - Tap Into the Power of China & India, Mike Kategaris - Bank of America

10:00a.m. - 10:15a.m. - Refreshment Break

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

  • Technology - Nitty Gritty of Treasury Workstations, Susan Albonetti - Albonetti & Co.

  • Investments - Bank Pricing 2006: Dealing With Banking Competitiveness, Richard Richardson - Pheonix Hecht

  • Banking - The Future of Payments - Emerging Applications to more Effectively Manage Your Business, John Curtis - Bank of the West

  • Cash Management - Business to Business Payments, Jesse Sandoval - Union Bank

11:30a.m. - 1:15p.m. - Lunch - Keynote Speaker: Mimi Donaldson, Mimi Speaks, Sponsored by Bank of America - Bless Your Stress: It Means You're Still Alive

There's good news and bad news about stress; the only stress-free zone that exists is a cemetery--for the residents, that is! If you can feel your stress it means you're still kicking, ticking, and clicking! In other words, a bad day alive beats the heck out of
a good day dead! The spill of stress can be contained, controlled, cleaned up, and converted into positive energy.

To manage everyday stress, people must learn to identify their own stress "triggers" - the little things that set them off. Next, they must delve deeper to discover why things bother them - the "war" within - worry, anger, and resentment, that causes the stress response.

Mimi will help you see the stress triggers coming and respond to them effectively.

This entertaining and informative session will educate you, enlighten you, enliven you, and give you the inspiration you need to take control of your stress load before it controls you!
Since 1984, Mimi has spoken at over 900 events in dozens of industries, in over 100 cities across North America, and to audiences throughout Canada, Europe and Mexico. Mimi has spoken at company events for 32 of the Fortune 500, 18 of which are listed in the Fortune 100. She holds a Masters Degree in Instructional Design from Columbia University and was a staff Human Resources Specialist with Walt Disney Company, Northrop Aircraft, and Rockwell International.

Mimi has been a featured guest on countless radio stations including KABC Radio in Los Angeles and numerous television appearances including Good Day New York. She’s been the subject of over 200 articles in newspapers and magazines, having been featured in the Chicago Tribune, Boston Globe, Denver Post, Ladies Home Journal, and Harvard Management Review.

Mimi has shared the stage with such notable celebrities as Colin Powell, Elizabeth Dole, Maya Angelou, and Katie Couric.

 

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

  • Technology - Embedding Controls into Automated Financial Systems: - A Powerful Aid to Sarbanes Oxley Compliance, John Alarcon - XRT

  • Banking - Understanding Your Bankers Return Model-Inside the Black Box - Wells Fargo

  • Banking - Corporate Remote Image Deposits -Issues and Opportunities, Michael Grazer & Homa Alvira, - Union Bank

  • Risk Management - Managing Business Continuity and Mitigating Financial Loss after the Next Natural Disaster - Dennis Donahue, Marsh

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

 

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

4:15p.m. - Closing Remarks and Drawing

CTP, CCM and AAP Accreditation

EXPO LA Symposium 2006offers the opportunity to acquire CTP, CCM and AAP credits to enhance your professional standing.

EXPO LA Symposium 2006 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 2006 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 2006.

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 11, 2006 will be subject to a $75.00 cancellation charge. No refunds will be given after April 11, 2006

Hotel Accommodations
The Omni Hotel offers attendees the special rate of $259.00 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 2006 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 2006 is business casual. Everyone has a different temperature comfort zone, so be prepared with a sweater for cool meeting rooms.

   SCAFP

Southern California Association for Financial Professionals
(Previously the Treasury Association of Southern California)

This page was last edited on: 09/08/2006

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