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Southern California
Association for Financial
Professionals

Monthly Meetings

Except for April, May, July & September, SCAFP has monthly lunch meetings. The meetings are generally held on the second Friday of the month, but there are exceptions, so please check the schedule carefully.

All of our members are encouraged to extend an invitation to a non-member to attend our monthly luncheons.  The guest fee is $50.
Current Meetings Program

June 13, 2008:

PROGRAM: "Accounts Receivable Check Conversion (ARC)"

For our June luncheon, Josh Wendroff and Jeff Klaasen of Regulus will be speaking on ARC.

Since the introduction of the Check Clearing Act for the 21st Century (Check 21) in 2004 allowed for paper checks to be converted to ACH payments, the volume of electronic transactions has grown dramatically year after year. Lower costs and improved fund availability has driven many organizations to aggressively pursue ARC implementations within their lockbox operations. This presentation will discuss the necessary steps to implement ARC at the lockbox level, the business and operational advantages, and important ARC procedures and regulations that can have a big impact on your transaction costs.

Bios:

Josh Wendroff, Product Marketing Manager

Josh Wendroff is Product Marketing Manager for the Regulus Group, where he heads up marketing and public relations efforts.  He plans and implements marketing programs for the company and its products, including analyzing market requirements, product pricing, and marketing to vertical industries such as the financial services, healthcare, telecom and utility sectors.

Prior to joining Regulus, Josh was a Senior Account Manager at database marketing firm SourceLink, working on accounts such BMW Financial Services, among others. Previously, he was President and Founder of eNVOLV Solutions, a marketing software company.

Josh received his bachelor’s degree at the University of California, Santa Barbara and his MBA at Pepperdine University. In his free time, Josh is an instructor and mentor with Boarding House Mentors, a program serving at-risk youth in Los Angeles.

Jeff Klaasen, Product Manager, Electronic and Business Intelligence Products

Jeff Klaasen is Electronic and Business Intelligence (BI) Product Line Manager with Regulus.  In this role, he is responsible for new product strategy and development of the company’s eProduct and BI lines of business. 

Previous professional roles include senior-level experience with over ten years in Marketing, Database Development and Software Application Development.  Most recently with SourceLink, the country’s fifth largest direct marketing firm, Jeff garnered award-winning acclaim for efforts with brands such as Universal Music Group, BMW, Toshiba, E*Trade, Hewlett-Packard and many others. 

Jeff holds a Bachelors Degree in Business with a focus in Operations Management and Marketing from Calvin College as well as numerous of technical certificates.

Current Meetings Details
Agenda 11:15 Registration/Hosted Bar
11:45 Luncheon
12:30 Program
1:30 Adjournment


L.A. Athletic Club
431 W. Seventh St.

Los Ang
eles, CA 90014
(213) 625-2211

Click the link to the map below to get driving instructions:

Parking: $4.50 Self-Parking - Enter parking structure off of Olive.

Cost: Complimentary to members; $50 for guests

 
Future Dates
  • May Networking Social - date place tbd
  • June 13, 2008 - Regular Luncheon Meeting
Past Meeting Topics and Speakers


Next Meeting:
Luncheon Meeting

June 13, 2008
L.A. Athletic Club, Downtown L.A.
Click here for past presentation downloads

Platinum Sponsors:


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

   SCAFP

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