Prior Meeting Information

December 2021 Webinar

Lynne  Marlor, Boston Blockchain

AFP CTP and FPAC Recertification Credits

June 2021 Webinar

Four Pillars of Best-in-Class Cash Flow Forecasts

Bernice Van der Velden, High Radius

Amber Thompson, High Radius

AFP CTP  and FPAC Recertification Certificate

NextGen TM Tech Presentation

NextGenTM Tech  Recording

AFP CTP and FPAC Recertification Status - In Process

Shannon Seery, Wells Fargo

Pat Healy, PEACC
Maheshwar (Hesh) Seegopaul
State of Maryland, Office of the Comptroller, Unclaimed Property
Ray Boone, Sovos

Don Winaker, Johns Hopkins
Noah Dermer, InstaMed, a division of JPMorganChase

AFP CTP and FP&A Certification

  June 17, 2020 - Webinar

  AFP CTP and FP&A Certification

  AFP CTP and FP&A Certification
 February 20, 2020 - Webinar

Alex Marré, Regional Economist, Baltimore Branch, Federal Reserve Bank of Richmond

AFP CTP and FP&A Certification

  January 29, 2020 - Webinar

Christopher Hansen, JP Morgan Chase
Hiral Patel, JP Morgan Chase
Daniel Witcik, JP Morgan Chase

AFP CTP and FP&A Certification

  November 14, 2019 - Half-Day,
Three-Part Educational Event: Expert Insights into Reducing your
Cybersecurity Exposure and PCI Risk

"Data Security in the Financial Sector

“Cyber Insurance: A Key Component
of Organizational Cyber Risk Management” 

"Payment Card Industry Data Security Standard (PCI) Compliance Panel"

Spencer S. Pollock
Roger Hockenberry

Jeffrey Batt

Don Winaker
Chad Barr
Robert Gongwer
Dave Amann
Oprah Moore

AFP CTP and FP&A Certification  

  October 17, 2019 - Webinar

Best Practices for Preventing Fraud & Cybercrime

Thomas Gavighan, Director, Global
Solution Engineering, Kyriba

AFP CTP and FP&A Certification

   September 25, 2019 - Webinar

New Accounting Rules that will impact your Controller and CFO

Investing in a Volatile Market

John S. Leonard, CPA of Aiken & Company, PC, CPAs 

Carl Grund III, CFP®, CPWA®, AIF®, Financial Advisor, Signature Financial Partners, LLC

AFP CTP and FP&A Certification

  May 22, 2019 - Membership Appreciation

The Financial State of the Mid Atlantic Association for Financial Professionals

Director of Treasury, Project Manager

AFP CTP and FP&A Certification

   March 13, 2019 - Financial Forum

Doing Business In Baltimore: A Regional Development Discussion

Andy Fish, Senior Director of Finance Programs, Maryland Department of Commerce

Bill Cole, President & CEO, Baltimore Development Corporation

Peter Bowe, CEO (ret.) Ellicott Dredges; Publisher DredgeWire; Founder, Bowe-Stewart Foundation

AFP CTP and FP&A Certification

Anna Astvazaturov, CEO and Founder, AMA Corporate Payment Solutions

Kaliopi Provencher, Owner and Treasury Consultant

Charlie Dougherty, Vice President, Economist, Wells Fargo

Leveraging Technology to Prevent Fraud
& Cybercrime

Mark Stapleton, Pre-Sales Executive, Kyriba

Seth Marlowe, Senior Vice President and Strategist, Wells Fargo

Amy Stengel, Group Vice President and Managing Director, Wilmington Trust

Joan Wool, President and Founder, TalentMap

  January 16, 2019

 AFP CTP Certification

June 20, 2018 - Membership Appreciation Event

The Elm

Wines Around the World: Countries, Cultures and Currencies

AFP CTP and FP&A Certification

  January 10, 2018 - Joint Webinar with Greater Washington AFP


 Gregory Miller

  Johns Hopkins Health Systems

  AFP CTP and FP&A Certification

  December 19, 2017 - Joint holiday       program with Financial Managers'
  Society (FMS)

  Hilton Garden Inn White Marsh

  Markets He Wrote: Looking for Clues into the Economy's Direction
AFP CTP and FP&A Certification 

  November 14, 2017 - Dual Session

  Johns Hopkins Health Systems

Dave Amann
Asst. Treasurer & Dir. of Banking
Johns Hopkins Health Systems

Erin O’Shea, Treasurer, GoDaddy

May 17, 2017

JHM Keswick

Neil D. McHugh, CTP, CPCP, TD Bank

Jay Blackman, JHHS Enterprise Supply Chain Management

April 19, 2017

Annual Financial Forum

Marton's West-Baltimore

Electronic Payment Survey

Magnus Carlsson, AFP

FX Risk/Interest Rate Hedging

Jim Hyland, Wells Fargo Bank

The Blockchain and Other Payment Trends

Brad Smith, Capital One Bank

Economic Update

Stephen Morgan, Capital One Bank

Fraud Review

Mary Harrington, SunTrust

Retail Payments Survey

David Beck, Federal Reserve

Managing Cash and Getting it Right: Investment Products, Guidelines and Risk Management

Ian Rasmussen, Fitch

January 18, 2017


Kimberly Rector, AAP


December 16, 2016

Hilton Garden Inn White Marsh

Anirban Basu

Sage Policy Group

November 16, 2016

Loyola Graduate Center

BlockChain Technology

Treasury Connected

Dave Beck, Fed Reserve Bank of Richmond

Greg Person, Kyriba

September 21, 2016

Loyola Graduate Center

Magnus Carlsson, AFP

Don Norris, State Street Global Advisors

March 16, 2016

Annual Financial Forum

Sheraton Columbia Town Center

Financial Forum

aPayments, aCommerce and digital Payments: The Invisible Payment Experience

Peter Davey, Capital One

Payment Fraud

Karen Nash-Goetz, T. Rowe Price

International Banking Strategy

Kaliopi Provencher, Kaliopi Consulting LLC

Steve Perry, Catholic Relief Services

Economic Update

Bob Carpenter, UMBC


Kevin Grabowski, Wells Fargo Bank

Cathy Bader, Wells Fargo Bank

The New Cash Management Reality

Brandon Semilof, StoneCastle Cash Mgmt

CounterParty Credit Risk

James McCann, Thomson Reuters

January 20, 2016

JHU- Keswick

Kimberly Rector, AAP, MACHA

December 10, 2015

Hilton Garden Inn-White Marsh

Economic Update

Anirban Basu, Sage Policy Group

1 Credit

November 18, 2015

Loyola Graduate Center

Lance Pan, CFA, Capital Advisors Group

Andrew Rose, Partner, Zest SMS

May 20, 2015

Loyola Graduate Center

Cyber Insurance

John Lawrence

M&T Insurance Agency

1 Credit

March 18, 2015

Martin's West

Financial Forum

Andrew Bauer, Federal Reserve Bank of Richmond

Regional Economic Update

Dan Horton, SunTrust Bank

Why Should You Care About eReceivables and ePayables?

 Jim Hyland, Wells Fargo Bank 

Solving the Foreign Exchange Problem

Peter Davey, Capital One 

Evolution of Alternative Payment Trends

Bob Blakley, Protiviti

PCI Compliance

Bradley Airing, Bank of America Merrill Lynch

Trine Alimena, Bank of America Merrill Lynch

Sharpen Your Pencil: Recalibrating Liquidity Strategies

7 Credits

December 11, 2014

Hilton Garden Inn White Marsh

MAAFP/FMS Holiday Meeting

Anirban Basu, Sage Policy Group

Economic Update

1 Credit

September 17, 2014

Loyola Graduate Center

Dave Beck, Federal Reserve Bank

Greg Brunner, M&T Securities, Inc.

Bart Savidge, M&T Securities, Inc.

2 Credits

May 21, 2014

Loyola Graduate Center

Kimberly Rector, MACHA

1 Credit

March 12, 2014

Sheraton Columbia Town Center

Financial Forum

Bob Carpenter, UMBC

Economic Update

Kaliopi Provencher, Johns Hopkins Univ.Lora Tutman, Johns Hopkins Univ.

International Account Management

Matt Davies, Federal Reserve Bank of Dallas

Payment Trends: Fraud, Risk Management and EMV

Seth Kaplan, Capital One Bank

Maximizing Benefits from a Successful Commercial Card Program

Micki Burciaga, Wells Fargo Bank

Cash Flow Forcasting

Chris Arrington, SunTrust Bank

Evolution of Lock Box and Postal Study

Sherry Lawton, Alegeus Technologies

Health Savings Accounts

7 Credits
January 15, 2014

Maryland Casino Live

Financial Operations of a Casino

Maryland Casino Live Finance Group

1 Credit

December 11, 2013

Hilton Garden Inn Whitemarsh

Mobile and Tablet Banking: Unwrapped

Michael Dacko, CTP

1 Credit

October 16, 2013

Loyola Graduate Center

 Miguel Rodriguez, Bottomline Technologies 

Scott V. Lockman, Wells Fargo Insurance Services

3 Credits

May 15, 2013

Loyola Graduate Center

Solving the FX and ITM Puzzle

Jim Hyland , Wells Fargo

Jana McCarthy, Wells Fargo
1 Credit

March 20, 2013

Chesapeake Bay Beach Club

Financial Forum

Glen Davis, BB&T

Cyber Awareness

Richard Klumpp, Wilmington Trust SP Services, Inc.

Managing Risk Through Captive Insurance

Avish Parasher

Ding Happens! How Finance and Treasury Professionals Can Think Quickly, Apply Creativity, and Master Change Through the Power of Improvisation

Chris Bartnik, Wells Fargo Insurance Services

Healthcare Legislation

Gail Ball, Capital One Bank

Global Payments: Taking You from the Great Recession to the Progression

Andy Bauer, Federal Reserve Bank

The Economy

Sue Caras, Bank of America Merrill Lynch

Hot Topics in International Treasury

8 Credits

January 23, 2013

Matthews 1600

 Liquidity Management in the New Era

 Jeffrey Avers, SunTrust Bank

1 Credit

December 13, 2012

Hilton Garden Inn White Marsh

Economic Update

Anirban Basu, Sage Policy Group

1 Credit

November 15, 2012

Holiday Inn Columbia

Emerging Payments Technologies & the Risks They Present for Business

Paul Tomasofsky, Two Sparrows Consulting

Charles Bretz, Bretz, LLC

3.6 Credits

September 19, 2012

Loyola Graduate Center

Online Bill Payment

Update on ACH

Steve Matulonis, Apex Treasury, Inc.

Kimberly Rector, MACHA

3 Credits

May 16, 2012

Loyola Graduate Center

Social Media 101

Changing Banks-Treasury Management Implementation

Molly White, Molly White Marketing

Marg Draper-Harris, J.J. Haines

Amanda Adams, SunTrust Bank

2 Credits

March 29, 2012

Conference Center at Sheppard Pratt

Financial Forum

Bryan M. Brown, Wells Fargo Bank

Jana McCarthy, Wells Fargo Bank

Robert E. Carpenter, UMBC

Jeannine H. Arnett, AFP

Christopher J. Bartnik, Wells Fargo Insurance Services

Daniel J. Carmody, CTP, TreaSolution, Inc.

Kevin N. Robertson, Ober/Kaler

Eric Thompson, Greenspring Associates

7.2 Credits

December 8, 2011

Hilton Garden Inn White Marsh

Economic Update

Anirban Basu, Sage Policy Group
1 Credit

November 3, 2011

Holiday Inn Columbia

Understanding Payment Law and the Importance of Fraud Protection

Karen Nash-Goetz, T. Rowe Price Associates, Inc.

William B. Nelson, AAP, CCM, Financial Services Information Sharing Analysis Center

3.6 Credits

October 19, 2011

Matthew's 1600

Automating your Payables
Patricia Hines, CTP, GXS

Josh Solomon, CTP, BB&T Payment Solutions Division

1 Credit

September 21, 2011

Loyola Graduate Center

Dodd-Frank Changes

Krishnan Lyengar, Reval

1 Credit

June 15, 2011

Matthew's 1600

Changes in the Paradigm

David O'Brien, CTP

1 Credit

May 18, 2011

Loyola Graduate Center

Achieving Optimal Cash Forecasting without Looking in a Crystal Ball

Joe Green, Capital One Bank

1 Credit
If you require meeting information prior to March 23, 2011- Please contact our office
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