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Southern California
Association for Financial
Professionals

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2010 Symposium

Click here to download Program Brochure

Sponsorship Opportunities available. Click here for more info.


29th Annual EXPO L.A.
May 6-7, 2010

Westin Long Beach
Long Beach, CA



Register on-line

The committee is currently planning the 2010 EXPO.  Information will be posted here when available. 
To see last year's schedule and handouts,click here

Who Should Attend the 29th Annual EXPO L.A.?
CFOs ● Treasurers ● Controllers ● Assistant Treasurers ●
Assistant Controllers ● Cash Managers ● Accounting Managers ●
Risk Managers ● Treasury Staff ● Treasury Consultants ●
Bank Professionals


Why should you attend 29th Annual EXPO L.A.?
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 24 different presentations. You are welcome to attend sessions on numerous topics or focus on a few that particularly interest you. EXPO L.A. is local and reasonably priced, which means that attending the event will be easy on your budget.

Why is 29th Annual EXPO L.A. such a good value?
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.

Schedule at a Glance

Thursday, May 6, 2010

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
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 7, 2010

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
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
Special thanks to our Symposium Sponsors
Platinum Sponsor(s):


Citibank

Bank of America
BankServ
JPMorgan Chase
Northern Trust

California Bank & Trust
Chesapeake Systems Solutions
PNC Bank
Profit Recovery Partners
Safechecks
State Street Global Advisors
Travelex
Wells Fargo

 
If you have any questions or comments please contact:
EXPO L.A. Chair
Susan Mah
(213) 740-5417
mah@usc.edu
Sponsorship Chair
Randy Gehres
(310) 277-7800
Randy.Gehres@Travelex.com
EXPO Management Support
Janine Nichols, CAE
(818) 843-5660
jnichols@emaoffice.com

Registration by: Member Non-Member Student Members in Transition
April  21, 2010 $325 $475* $150 $150
After 4/21 & On-site $375 $525* $150 $150
*Non-Member registration fee includes membership (and meetings) for the remainder of 2010
**Group Rate: 5 or more employees of the same firm registering as a group, qualify for the Member Rate
Schedule and Breakouts
Thursday, May 6, 2010

8:00a.m. - 9:00a.m. - Registration/Continental Breakfast co-sponsored by Chesapeake Systems Solutions and California Bank & Trust

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

Session 1 - 9:00a.m. - 10:00a.m. What's Next? An Economic Forecast for the U.S. and California - Christopher Thornberg, Beacon Economics

10:00a.m. - 10:30a.m. - Refreshment Break sponsored by Northern Trust

Session 2 - 10:30a.m. - 11:30a.m.
11:45a.m. - 1:45p.m. - Lunch - Keynote: The Future is Up to U.S. - Linnea McCord, J.D., M.B.A., Graziadio School of Business & Management, Pepperdine University
sponsored by Union Bank of California

Session 3 - 1:45p.m. - 2:45p.m.
2:45p.m. - 3:15p.m. - Refreshment Break

Session 4 - 3:15p.m. - 4:15p.m.
4:15p.m. - 6:00p.m. - Opening Reception
Friday, May 7, 2010

8:30a.m. - 9:00a.m. - Continental Breakfast sponsored JPMorgan Chase

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

10:00a.m. - 10:30a.m. - Refreshment Break sponsored by Bank of America

Session 6 - 10:30a.m. - 11:30a.m.
11:30a.m. - 1:30p.m. Lunch Keynote: Managing Your Emotions and Your Investments in a Post-Crisis World - Brian Perry, Chandler Asset Management

Session 7 - 1:30p.m. - 2:30p.m.
2:30p.m. - 3:00p.m. - Refreshment Break

Session 8 - 3:00p.m. - 4:15p.m. Leading Financial Professionals in a Multi-Generational Workplace: Strategies for the Future that Continue to Serve Clients - Anika Hylmo, PhD, The Insight Generation

4:15p.m. - Closing Remarks and Drawing
Symposium Details
CTP and CCM Accreditation
29th Annual EXPO L.A. offers the opportunity to acquire CTP and CCM credits to enhance your professional standing.

29th 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 29th 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 29th 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/29th 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 21, 2010 will be subject to a $75.00 cancellation charge. No refunds will be given after April 21, 2010

Hotel Accommodations
Westin Long Beach
333 E. Ocean Blvd.
Long Beach, CA 90802
(562) 436-3000
$179 per night single/double
Overnight parking $15 self, $19 valet
Day parking $8 self, $10 valet.
Register on-line by clicking here


Attire
Attire for the 29th Annual EXPO L.A. is business casual. Everyone has a different temperature comfort zone, so be prepared with a sweater for cool meeting rooms.


Upcoming Meetings:
Luncheons

August 13, 2010
Managing Foreign Exchange Risk Through Volatile Times

Click here for previous presentation downloads


Meetings of Interest:

November 7-10, 2010
AFP Annual Conference


27th Annual TMA Conference
September 16th
Register Here

Platinum Sponsor(s):



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

   SCAFP

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