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Thursday, May 6, 2010
8:00a.m. - 9:00a.m. - Registration/Continental
Breakfast sponsored Northern 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 Ecomonics
10:00a.m. - 10:30a.m. - Refreshment Break
Session 2 - 10:30a.m. - 11:30a.m.
- Fraud Prevention and Detection: Build Your Confidence - Sheila
Anderson, Chesapeake System Solutions, Inc.
- SEPA: One Year On - Erin Fravel, JP Morgan
- Managing Your Emotions and Your Investments in a Post-Crisis World -
Brian Perry, Chandler Asset Management
- TBD - Cash Management- Open for Sponsor
11:45a.m. - 1:45p.m. -Lunch - Keynote Speaker:
- Linnea McCord, PhD, Pepperdine University -
sponsored by
Union Bank of California
Session 3 - 1:45p.m. - 2:45p.m.
- Financial Influenza I: Cyber Crime – Vaccines For Your Organization -
Greg Litster, SAFEChecks
- Improving Control & Visibility Across the International Payments
Process, Ben Kavalec, Travelex
- Tax Sensitive Investing – Effectively Managing the Operating Funds
in a Rising Tax Environment, Christopher Van Alstyne, Northern Trust
- Bank Pricing 2010: Perceptions, Trends and Reality in Unusual Times -
Richard Richardson, Phoenix-Hecht
2:45p.m. - 3:15p.m. - Refreshment Break
Session 4 - 3:15p.m. - 4:15p.m.
- Financial Influenza I: Check Fraud – Vaccines For Your Organization -
Greg Litster, SAFEChecks
- Global Treasury Management - Troy Angara, Wells Fargo Bank
- Effectively Managing Domestic and Offshore Liquidity in the Current Interest Rate Environment - Richard Holland, SSGA
- Cash Management Solutions - Katherine Poxon, Garda
4:15p.m. - 6:00p.m. - Opening Reception
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Friday, May 7, 2010
8:30a.m. - 9:00a.m. - Continental Breakfast
Session 5 - 9:00a.m. - 10:00a.m.
- Leading Financial Professionals in a Multi-Generational Workplace:
Strategies for the Future that Continue to Serve Clients - Anika
Hylmo, PhD, The Insight Generation
- Reconciling to Zero: Understanding Foreign Exchange Gain/Loss
Activity in the P&L - Nichole Krause, Hedge Trackers, LLC
- Improving Cash Flow Leads to Debt Reduction - Norm Bour,
OPISnetwork
- Receivables Management- Business as Usual, or Brave New World? -
Craig "Sandy" Saxer, PNC Bank
10:00a.m. - 10:30a.m. - Refreshment Break
sponsored by Bank
of America
Session 6 - 10:30a.m. - 11:30a.m.
- Staying on Top of your Game: The Role of Social Media in
Professional Development - Ernie Humphrey, Proformative
- Overcoming the Difficulties of Doing Business Globally -
Moises Vidal & David Martin, Bank of America
- Best Practice Bank Fee Analysis - Reducing Costs, Increasing
Efficiencies, and Unlocking the Power Trapped within your Bank
Statements - Don Enright, The Weiland Financial Group
- How to develop and maintain "TRIPLE A" Partnerships, Bonnie Bell-Hansen & Matt Upton,
On The Move Forward
11:30a.m. - 1:30p.m. - Lunch - Keynote Speaker -
Hershel Warlick, PhD, City of Long Beach
Session 7 - 1:30p.m. - 2:30p.m.
2:30p.m. - 3:00p.m. - Refreshment Break
- Building a Virtual City and a Virtual Treasury: The Case Study of
the City of Los Angeles - Stefan Jaskulak, City of Los Angeles
- Managing International Business in Turbulent Times - Steve
Phelps, JP Morgan
- Managing Payment Risk, Domestic and FX - John Seddon, Deknatel
Seddon & Associates, Inc.
- Tax Tips and Traps in Today's Economy - David Paddock, CPA,
Session 8 - 3:00p.m. - 4:15p.m.
-
,
Understanding the Digital
Native, Dan Fisher, The Copper River Group
4:15p.m. - Closing Remarks and Drawing
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