2021 Financial Forum

  • 14 Oct 2021
  • 8:30 AM - 4:45 PM
  • The Engineers Club, Baltimore, MD
  • 12


  • We will be offering a virtual option for the conference so that out members and guests can be part of the conference without being LIVE
  • We are adding a virtual option to accommodate those attendees cannot join us LIVE

Registration is closed

MAAFP Financial Forum - LIVE


October 14, 2021, 7:45 AM to 4:30 PM

The Engineer's Club of Baltimore


7:45 AM Registration, Networking, Continental breakfast  
8:30 AM Kick Off  
 8:40 AM Global, National and Regional Economic Outlook

Charlie Dougherty
VP and Economist 
Wells Fargo 

9:40 AM "Treasury's strategic role in the digital transformation of the supply chain ecosystem" Dave Kosovec, 

Senior Director, Head of Product Marketing

Christopher Ramsay
Product Solutions Specialist

 11:00 AM Treasury Management 2021-2022 Update

Jeff Diorio, Managing Director
PMC Treasury

Dave Robertson, Head, Treasury Solutions
PMC Treasury

 12:00 Noon

Seated Lunch w/ 3 Choices

12:30-12:45 Guided Tour and Discussion of History The Engineer's Club

J. Austin Bitner

Executive Director
The Engineer's Club

 1:10 PM Real Time Payments: Realities, Real time Update, Real Life Use Case

Peter Davey, Head, Product Innovation
The Clearing House

Chris Ward, EVP, Head, Treasury Mngt. Product Management & Operations

 2:20 PM Challenges with Forecasting and how it is affecting the present day and future of business
Johnnie Watson, 

AVP. Deputy Treasurer
Johns Hopkins University

Greg Ricci
Managing Director – Investment Operations & Accounting
State of Maryland

Andrew Deichler
Content Manager, Strategic Marketing

Kaliopi Provencher
Kaliopi Consulting

 3:40 PM Why are there so many breaches these days? What to do in the event of a Data Breach – from communications, IT, Strategy, Legal perspectives

Spencer S. Pollock, Esq.,CIPP/US, CIPM;
Partner and Cyber Coach
Whiteford, Taylor & Preston, LLP

Alexandra Bretschneider, CCIC; Cyber Practice Leader; Johnson, Kendall & Johnson

Chris Loehr
Solis Security

Joshua Arnold
Complex Claims Specialist
Hiscox USA

Laurel Egan Kenny
Turningpoint Communications

 4:30 PM   Wrap Up


Up to 6.4 CTP and FPAC recertification credits available from the Association for Financial Professionals. Sponsor Request in Process

Covid-19 Restrictions for the Engineer's Club of Baltimore: Masks must be worn at all times throughout the event, except for when guests are actively eating or drinking. Seating will be spaced at 8-feet apart to ensure their safety. Masks and hand sanitizer will be available for attendees' use and convenience. Advanced air filtration systems will be in use.

Parking is available at designated lots within walking distance of the club. 

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