Speaking Opportunities

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26th Annual EXPO L.A.

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Who Should Attend the 26th Annual EXPO L.A.?

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

11:45am - 1:45pm Lunch with Keynote Speaker, sponsored by Union Bank of California
Libby Evans Wright - A Tournament of Leadership - Ms. Wright served as president of the 2006 Pasadena Tournament of Roses, providing leadership for the 117th Rose Parade and 92nd Rose Bowl Game, hosting the BCS National Championship. Click here for more info

Schedule and Breakouts
Thursday, May 10, 2007

8:00a.m. - 9:00a.m. - Registration/Continental Breakfast, sponsored by JPMorgan Chase Bank

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

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

• General Session - California Economy, Keitaro Matsuda, Union Bank

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

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

• Risk Management - Online Banking Frauds - Exposing the Fundamentals, Ronald Stork, Bank of America

• Investments - How to Maximize Investment Returns Without Disturbing Your Audit Committee, Ted Ufferfilge, JP Morgan Asset Management

• Banking - The Payments Legal Agreement - Are You Covering Your Assets?, John Curtis, AAP, Bank of the West

• Cash Management - ASP in Treasury: Comparing the Benefits to Traditional Systems , Scott Montigelli, Kyriba Corp

11:45a.m. - 1:45p.m. - Lunch - Keynote Speaker:  A Tournament of Leadership - Libby Evans Wright, Past President, Tournament of Roses, sponsored by Union Bank of California

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

• Risk Management - Global Best Practices in Risk Management, Sam Srinivasulu, Ph.D, Kesdee Inc.

• Investments and International - Beyond the Border - Top 10 International Treasury Questions Unraveled, Alexia Williams & Kristin Phelps, Bank of America

• Banking - Bank Pricing 2007: Chasing Competitive Pricing and Quality of Service, Richard D. Richardson, Phoenix-Hecht

• Cash Management - The Power of A Paper Clip: How To Create Innovative Expense Reduction Solutions, Todd Wyles & Don Steiner, Profit Recovery Partners LLC

2:45p.m. - 3:15p.m. - Refreshment Break, sponsored by Wachovia Bank

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

• Risk Management - Businesses Panel Discussion, Robert Manzano & Bryan Laws, Bank of the West

• Investments and International  - Interest Rate Hedging, Paz Hernandez, Wells Fargo Foothill, Inc. & David R. King Wells Fargo Bank

• Banking - Remote Deposit, Debbie Dawahare & John Russell
  California Bank & Trust & Reda Hassanein, Zions Bancorp

• Cash Management - Business Ethics in the 21st Century, Linnea McCord, Graziadio School of Business and Management, Pepperdine University

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

Schedule and Breakouts
Friday, May 11, 2007

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

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

• Technology - What's Up with Treasury Workstations 2007, Susan Albonetti, Albonetti & Co.

• Risk Management- Risks and Regulations, Leesa Amato, Comerica Bank

• Banking - Back Office Check Conversion, Michelle Young, Wells Fargo Bank

• Cash Management - Assessing Float Benefits in the World of Payment Electronification, Susan Dilliard, Bank of the West

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

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

• Technology - The Future of Payments - Emerging Technology Providing Opportunities, John Curtis, AAP, Bank of the West

• Risk Management - Collection Litigation in California,  Nick Iezza, Spiwak & Iezza

• Banking - Transforming the Treasury – A Strategic Vision of Receivables, Tim Reed, Bank of America

• Cash Management - 10 Most Common Errors in Managing Foreign Exchange, Jim Griffin, Union Bank of CA

11:30a.m. - 1:30p.m. - Lunch - Keynote Speaker, A Fresh and Original Approach to Success - Arnold Shapiro. television, producer, sponsored by Bank of the West

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

• Other - Can You Cut It In Consulting: What You Need to Know Before Making the Break, Ron Blair, The Century Group

• Risk Management - FX Risk Management: Designing & Implementing a Risk Management Strategy, Mark Hewson, Travelex Commercial Foreign Exchange

• Banking  - Remote Deposit Capture: The Dark Side, Greg Litster, SAFEchecks

• Cash Management  - Cash Forecasting - How to manage your cash process efficiently and effectively, Jerl L. Rossi, Northrop Grumman Corp

2:30p.m. - 3:00p.m. - Refreshment Break, sponsored by Chesapeake System Solutions

Session 8 - 3:00p.m. - 4:15p.m.
FDIC's Deposit Insurance Assessment System, Diane Ellis, FDIC

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

Thursday Keynote: A Tournament of Leadership - Libby Evans Wright served as president of the 2006 Pasadena Tournament of Roses, providing leadership for the 117th Rose Parade and 92nd Rose Bowl Game, hosting the BCS National Championship.

Wright joined the Pasadena Tournament of Roses in 1979 and was elected to the Executive Committee in 1998. Throughout her extensive Tournament career, Wright has served on, and chaired, various committees including Budget and Finance, Business Development, Government & Community Affairs, Membership, Television and Radio and Tournament Entries Committee. She also served two years on the Tournament of Roses Foundation.

Wright has more than 30 years of leadership experience in both the private and public sectors. From 1969 to 1982, she was a Vice President of a national bank, and from 1982 to 1998, she was Sr. Vice President of strategic planning, marketing, fundraising and communications in the healthcare industry. She has served as a director for the United Way, San Gabriel Valley Medical Center Foundation, Methodist Hospital, Pacific Clinics and The Wellness Center. In addition, she has been honored with the Woman of Distinction Award from Zonta of Pasadena, Woman of Excellence Business from the Pasadena-Foothill-Valley YWCA, 2006 California Woman of the Year, Pasadena Enterprise Center Fabulous First Award, served as Honorary Chairperson of the Pasadena NAACP, Alkebu-lan Humanitarian Award and the Wellness Center Angel Gala Award, and the YWCA Los Angeles Achievement Award.

Wright was born in Birmingham Alabama and attended UCLA and University of Michigan. She and husband William H. Wright, MD, lived in San Marino, California for many years and now reside in Pasadena. In addition to her many community involvements, she enjoys golf, travel and gardening.

Each New Year's Day, the world focuses its attention on Pasadena, California, U.S.A., home of the Rose Parade® and Rose Bowl Game®. It's a celebration more than a century old--a festival of flowers, music and sports unequaled anywhere in the world. The Tournament is more than just a parade and football game. It's America's New Year Celebration, a greeting to the world on the first day of the year, and a salute to the community spirit and love of pageantry that have thrived in Pasadena for more than a century.

An event as large as the Tournament of Roses takes about 80,000 hours of combined manpower each year. That manpower is supplied by 935 volunteer members of the Tournament of Roses® Association, each of whom plays an important role in the staging of the Rose Parade and Rose Bowl Game. Each volunteer is assigned to one of 32 committees, with responsibilities ranging from selecting Parade participants to directing visitors on New Year's Day, to serving hamburgers to band members at the end of the Parade route, to giving presentations about the Tournament to community groups.

Friday Keynote: A Fresh and Original Approach to Success - Arnold Shapiro. From the world of Hollywood television, producer Arnold Shapiro draws relevant parallels between show business and your business. Using his decades of experience as an entrepreneur, innovator, and risk-taker in one of the most competitive businesses in the world, Arnold offers your group an entertaining and enriching presentation aimed at achieving greater success, better results, and increased motivation.

Arnold is the Oscar and Emmy Award winning producer of the documentary, “Scared Straight!” Among his 150 awards are 16 Emmys and an Academy Award. Arnold has produced 28 series, five TV movies for CBS, and more than 90 documentaries and specials including the series “Rescue 911” and the annual CBS summer series “Big Brother.”

Arnold has produced hit programs for CBS, NBC, ABC, FOX, UPN, PBS, and 14 cable networks from HBO to MTV. He has been president of Arnold Shapiro Productions since 1982. In 2005, Arnold executive produced six network series and one pilot (CBS, ABC, UPN, TBS, Bravo, Showtime).

You will learn from and enjoy Arnold’s personal journey from a middle-class childhood with no special talents and no Hollywood connections to an extraordinarily successful and award-winning career. When Arnold asks “Why me,” his answer contains the success strategies necessary to excel in any career.

Arnold applies the lessons he has learned as a producer (who sold his first show at 22); as president of his own company since 1982; and as an expert on selling, communication, and leadership; and makes his “failure is not an option” approach relatable to everyone. Arnold illustrates his fascinating true stories of overcoming obstacles with humorous and dramatic film clips that make his presentation as visually entertaining as they are informative and inspiring.

Arnold combines the insight of an experienced coach with the optimism of a cheerleader to inspire you towards peak performance.

You will be talking about this program long after it’s over!

CTP, CCM and AAP Accreditation

26th Annual EXPO L.A. offers the opportunity to acquire CTP, CCM and AAP credits to enhance your professional standing.

26th Annual EXPO L.A. 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 26th Annual EXPO L.A. 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 26th Annual EXPO L.A..

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/26th Annual EXPO L.A.
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 9, 2007 will be subject to a $75.00 cancellation charge. No refunds will be given after April 9, 2007

Hotel Accommodations
The Sheraton Pasadena Hotel offers attendees the special rate of $159.00 plus tax for single/double accommodations. Overnight parking for hotel guests is $18.00. To reserve a room at the Sheraton Pasadena Hotel please call the hotel directly at (626) 449-4000. Be sure to identify yourself with SCAFP 26th Annual EXPO L.A. to receive the special discounted rate. The Sheraton Pasadena Hotel is located at 303 East Cordova St. Pasadena, CA 91101

Attire
Attire for the 26th Annual EXPO L.A. is business casual. Everyone has a different temperature comfort zone, so be prepared with a sweater for cool meeting rooms.