Please join us for the CAFP's 2025 Spring Training Event - Sessions 1-3 In Person!
TOPICS: Becoming our Best in Leadership, Spring 2025 Economic Update & the ISO 20022 Quest
WHEN: Wednesday, May 7th, 2025 at 8:30am-1:15pm EST **Check in opens at 8am**
Light Breakfast & Lunch provided, program runs 8:30am-1:15pm
AGENDA:
8:00am-8:30am: Check in/light breakfast
8:30am-8:35am: Welcome
8:35am-9:50am: Session 1 - Becoming Our Best in Leadership
9:50am-10am: 10 min Break
10am-11:15am: Session 2 - Spring 2025 Economic Update
11:15am-12:00p: Lunch
12:00pm-1:15p: Session 3 - The ISO 20022 Quest: Maximizing Your TMS Investment
1:15pm: Closing Remarks
WHERE: VSCPA Learning & Innovation Center, Innsbrook, 4309 Cox Rd., Glen Allen, VA 23060
SESSION SUMMARIES:
Session 1: Why The Best Are The Best: Discover Powerful Words That Impact, Inspire, And Define Champions. Kevin Eastman, NBA Championship Coach, Keynote Speaker & Author shares wisdom to be better in your leadership journey.
Session 2: Join us to learn and discuss financial happenings in 2025 - from rates, trends, and outlooks, we will cover it all and learn about what you may expect in the future.
Session 3: As you look to maximize your company’s investment in a treasury management system (TMS), many financial modules support the use of ISO 20022, the global standard for financial messaging, which promises interoperability for financial processes. But what challenges lie ahead when leveraging this technology when integrating with your financial institution? This discussion will delve into the key areas of concern, analyzes common friction points and proposes strategies to streamline the use of ISO 20022 when integrating a TMS with your financial institution. It will also highlight that by understanding and addressing these challenges, your organization can maximize the benefits of ISO 20022 adoption within your TMS structure.
COST: Members=FREE /Non-members= $175 for all Spring Training Series sessions or a la carte pricing: $30 per webex session/$125 for in person May 7th (includes half day in person sessions/lunch)
Please register online by EOB Wednesday, Apr 30th. ONLY Register IF YOU ARE ATTENDING.
All members are encouraged to invite a prospective member or guest.
**Note: By registering, you agree to abide by all Safety & COVID related protocols/requirements in effect at the meeting site on the date of the event & are attending at your own risk & accord--holding the CAFP, CAFP Board Members/Speakers & Guests, & site harmless.**
Program Levels: Basic
Intended Professional Levels: Intermediate
Prerequisites: None
Advance Preparation: None
4.5 Total CPE Credits and 4.5 CTP Credits in the fields of Business Management/Organization, Economics & Technology
Participation Requirements for CPE Programs:
To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. If a Webex session, there may be polling questions during the session for you to complete. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org