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2009 Symposium
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Schedule at a Glance
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Sponsorship Opportunities
Download PDF version of
Preliminary Sponsorship Prospectus
28th Annual EXPO L.A.
May 7-8, 2009
Who Should Attend the 28th Annual EXPO L.A.?
CFOs ● Treasurers ● Controllers ● Assistant Treasurers
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Assistant Controllers ● Cash Managers ● Accounting Managers ●
Risk Managers ● Treasury Staff ● Treasury Consultants ●
Bank Professionals
Why should you attend 28th Annual EXPO L.A.?
28th Annual EXPO L.A. takes place on a regional stage with a national cast of highly experienced experts. The EXPO 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. 28th Annual EXPO L.A. is local and reasonably priced, which means that attending the event will be easy on your budget.
Why is 28th Annual EXPO L.A. such a good value?
28th Annual EXPO L.A. 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.
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Register on-line
Click here for
registration brochure
Thursday, May 7, 2009
8:00am - 9:00am: Registration/Continental Breakfast
8:45am - 9:00am: Welcoming Remarks
9:00am - 10:00am: General Session 1
10:00am - 10:30am: Break
10:30am - 11:30am: Session 2
11:45am - 1:45pm: Lunch with Keynote Speaker,
Holly Fujie, Buchalter Nemer
1:45pm - 2:45pm: Session 3
2:45pm - 3:15pm: Break
3:15pm - 4:15pm: Session 4
4:15pm - 6:00pm: Opening Reception
Friday, May 8, 2009
8:30am - 9:00am: Registration/Continental Breakfast
9:00am - 10:00am: Session 5
10:00am - 10:30am: Break
10:30am - 11:30am: Session 6
11:30am - 1:30pm: Lunch with Keynote Speaker,
Jack Kyser - LAEDCs Economic Review and Forecast
1:30pm - 2:30pm: Session 7
2:30pm - 3:00pm: Break
3:00pm - 4:15pm: Closing Session
4:15pm - 4:30 pm Closing Remarks and Drawing
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Special thanks to last year's Symposium Sponsors
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| Platinum Sponsor(s): |
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2009 Sponsorship Opportunities Available
Click here for sponsor prospectus
| Registration by: |
Member |
Non-Member |
Non-sponsoring Vendor |
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April 15, 2009 |
$325 |
$375* |
$475 |
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After 4/15 & On-site |
$350 |
$400* |
$500 |
*To qualify for the non-member registration fee you must practice cash/treasury/financial
management for an organization, or you must be an attendee from a sponsoring company
**Group Rate: 5 or more employees of the same firm registering as a group, qualify for the Member Rate |
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Schedule and Breakouts
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Thursday, May 7, 2009
8:00a.m. - 9:00a.m. - Registration/Continental
Breakfast sponsored by JP Morgan
8:45a.m. - 9:00a.m. - Welcoming Remarks
Session 1 - 9:00a.m. - 10:00a.m.
Management of Public Funds - Taking it to the Next Level
- Harold Nachtrieb, Chief Investment Officer, City of Los Angeles
10:00a.m. - 10:30a.m. - Refreshment Break
Session 2 - 10:30a.m. - 11:30a.m.
- Create Treasury Workflows that Can Save Organizational Resources - Sally Hart, SunGard
- Fair Value Accounting and FASB 157 - Brian Wilterink, White, Nelson & Co., LLP
- Evaluation Risks in Money Market Fund Investments - Sara Flour, DB Advisors
- Case Study: Adoption of a Software as as Service (SaaS) Enterprise
Treasury Management Solution at the University of California - Ravi Pande, Treasury Sciences
11:45a.m. - 1:45p.m. -Lunch - Keynote Speaker:
- Holly Fujie -
Mentoring the 5 Minute
Miracle,
Holly Fujie, President, California Bar Association and
Shareholder, Buchalter Nemer
sponsored by
Union Bank of California
Session 3 - 1:45p.m. - 2:45p.m.
2:45p.m. - 3:15p.m. - Refreshment Break
co-sponsored by
Federated Investors and SCAFP
Session 4 - 3:15p.m. - 4:15p.m.
- Leashing the Payments Process with an On-Line Payment - Christy Pitts, The Bank of New York Mellon
- "IT" Data Breaches - Mitigation and Responses for Financial Services Companies - Thomas Layman, GLOBAL Vision Group
- Is it safe to get back in the water?
A review of markets, securities and investment strategies for balance
sheet and operating asset pools. - Christopher Van Alstyne, Northern Trust - Global Investments Services & Celeste Caulfield, KB Homes
- Impact of the Credit Crunch on Capital Markets and Liquidity - James Rothschild & Alton Lo, JPMorgan Chase Bank
4:15p.m. - 6:00p.m. - Opening Reception
co-sponsored by California Bank & Trust and SCAFP
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Friday, May 8, 2009
8:30a.m. - 9:00a.m. - Continental Breakfast
co-sponsored by Morgan Stanley and The Weiland
Financial Group
Session 5 - 9:00a.m. - 10:00a.m.
- Benefits of Automation in your Treasury Department - Victor Rivera, Kyriba Corp
- Cyber Crime and Check Fraud: Liability in a Paperless World - Greg Litster, SAFEChecks
- Transformational Leadership: Leading Teams and Workgroups - Matthew McNabb, Allergan, Inc.
- Improving Cash Flow Leads to Debt Reduction Part I - Norm Bour, Gemini Partners
10:00a.m. - 10:30a.m. - Refreshment Break
sponsored by Bank
of America
Session 6 - 10:30a.m. - 11:30a.m.
- B2B Payment Myths & Realities - Erin McCune, Glenbrook Partners
- A 2x4 approach to payment product risk assessment - John Seddon, Deknatel Seddon & Associates
- Accidental Duplicate Payments - The Astonishing Weakness That's
Losing Millions for Medium to Large Organizations of all Kinds - Randy Gehres, CTP, Fiscal Technologies, Inc.
11:30a.m. - 1:30p.m. -
Lunch - Keynote Speaker - Jack Kyser -
LAEDC's Economic Review and Forecast,
Jack Kyser, Senior Vice President &
Chief Economist L.A. Economic Development Council
Session 7 - 1:30p.m. - 2:30p.m.
2:30p.m. - 3:00p.m. - Refreshment Break
- eBAM - electronic Bank Account Management - Steven Gehring, SWIFT PanAmericas, Inc.
- Managing FX Risk as a Business Cost: Three Keys to Success - Wolfgang Koester, FiREapps.
- Overcoming the Difficulties of Doing Business Globally - Moises Vidal & David Martin, Bank of America
- Lessons Learned: How the Financial Crisis can Prepare Investors for the Years to Come - Brian Perry, Chandler Asset Management
Session 8 - 3:00p.m. - 4:15p.m.
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Communication Skills for
Financial Professionals in a Multi-Generational Workplace: Strategies for
Leading the Future -
Annika Hylmo, Ph.D., Founder, Insight
Generation
4:15p.m. - Closing Remarks and Drawing
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Symposium Details
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CTP, CCM and AAP Accreditation
28th Annual EXPO L.A. offers the opportunity to acquire CTP, CCM and AAP credits to enhance your professional standing.
28th 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 28th 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
28th 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/28th Annual EXPO L.A.
210 N. Glenoaks Blvd. Ste C
Burbank, CA 91502
Phone (818) 843-5660 Fax: (818) 843-7423
Registration Cancellation Policy
Notification of cancellation must be submitted in writing. Cancellations received by April
10, 2009 will be subject to a $75.00 cancellation charge. No refunds will
be given after April 10, 2009
Hotel Accommodations
Hyatt Regency Long Beach
200 S. Pine Ave.
Long Beach, CA 90802
(562) 491-1234
$189 per night single/double
Overnight parking $16 self, $19 valet
Day parking $8 self, $10 valet.
Attire
Attire for the 28th Annual EXPO L.A. is business casual. Everyone has a different temperature comfort zone, so be prepared with a sweater for cool meeting rooms.
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