Please join us for the CAFP's 2024 Spring Training Event - Sessions 1-3 In Person!
TOPICS: Core Values In Leadership, Economic Update & Fraud Risk Management!
WHEN: Wednesday, May 8th 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 - Core Values In Leadership, Dr. Thomas Epperson, President/Leadership Coach - InnerWill Institute
9:50am-10am: 10 min Break
10am-11:15am: Session 2 - Economic Update, Matthew Gotlin, CFA, Managing Director, Wealth Management & James Morgan, CFA, Associate Director, Wealth Management - Choreo
11:15am-12:00p: Lunch
12:00pm-1:15p: Session 3 - Risk Management - Protecting Your Organization from Fraud & Cyber Threats, Eric Webb, CTP, CQIA, Senior Solutions Consultant, & Stephen Moffor, CTP, VP Solutions Consultant - Truist
1:15pm: Closing Remarks
WHERE: VSCPA Learning & Innovation Center, Innsbrook, 4309 Cox Rd., Glen Allen, VA 23060
SESSION SUMMARIES:
Session 1 - Executing Core Values in Leadership - Come fill up the leadership bucket within YOU! We will continue our journey through Core Values in Leadership Program - focusing on techniques YOU and YOUR team can implement to execute those core values!
Session 2 - Economic Update - Join us to learn and discuss financial happenings in 2024 - from rates, trends, and outlooks, we will cover it all and learn about what you may expect in the future.
Session 3 - Risk Management - Protecting Your Organization from Fraud & Cyber Threats - It is no secret that fraudsters have grown increasingly sophisticated. They are oftentimes helped by advancements in technology that make their actions more deceptive. But your organization can fight backâwith education, awareness, and strategic payment solutions.
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 8th (includes 2 in person sessions/lunch)
Please register online by EOB Wednesday, May 1st. 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 1. Professional Development, 2. Economics, 3. Business Management/Organization provided by CAFP/VSCPA
(Each session is 1.5 Credits)
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
Please join us for the CAFP's 2024 Spring Training Event - Session 4 (virtual)!
TOPIC: Treasury Technology, Investing & Economic Overview
PRESENTER: Wade Olsen, Treasury Suite + Morgan Stanley
WHEN: Monday, May 13, 2024 - 9a-10:15am EST
WHERE: Zoom/Virtual link to be sent after registration confirmed
SESSION SUMMARY: Join us to touch on market reform updates, cash optimization & Treasury technology - management in practice!
LEARNING OBJECTIVES:
1. Learn current market investment environment
2. Discuss Liquidity optimization & roadmap for efficient cash management
3. Discover Treasury Trends & product innovations in technology to support Treasury evolution
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 10th (includes 2 in person sessions/lunch)
Please register online by EOB Friday, May 10th. ONLY Register IF YOU ARE ATTENDING.
1.5 CPE Credits and 1.5 CTP/FP&A Credits in the field of Management Advisory Services provided by VSCPA (CPE) & CAFP (CTP/FP&A).
Participation Requirements for CPE Programs
To receive CPE credit for participation in a CAFP program, you must attend & actively participate in the full session. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
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: www.learningmarket.org.
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Please join us for the CAFP's 2024 Spring Training Event - Session 5 (virtual)!
TOPIC: Legal and Financial Pitfalls in Caregiving
PRESENTER: Cathy Sikorski, Esq.
WHEN: Wednesday, May 15, 2024 - 9a-10:15am EST
SESSION SUMMARY:
Did you know that you and your family ripe for the âcaregiving experience?â From 2020 to 2024 the number of people providing care and working outside the home has increased from 1 in 7 to 1 in 5 today. Are you prepared for that? Do you AND your loved ones have necessary legal documents in place? Are you and your company already experiencing the needs of family caregivers? Join Cathy Sikorski, Esq. for her lively, interactive, and informative presentation on how to get prepared, learn what you need to know, and how to get some important things done now, both personally and at work.
LEARNING OBJECTIVES
1. Learn why you need two Powers of Attorney today
2. Learn the real cost of care in caregiving
3. Learn how the way we save money can make us or our loved ones destitute in a caregiving situation
4. Learn nine financial options to support long-term care
5. Consider how family caregiving affects the workplace and learn solutions
1.5 CPE Credits and 1.5 CTP/FP&A Credits in the field of Specialized Knowledge provided by VSCPA (CPE) & CAFP (CTP/FP&A).
Please join us for the CAFP's 2024 Spring Training Event - Session 6 (virtual)!
TOPIC: NACHA & Payment Regulation Update
PRESENTER: Barbara Hudgins, Director-Payments Education, ePay Resources
WHEN: Tuesday, May 21, 2024 - 9a-10:15am EST
SESSION SUMMARY: 2024 has already been a busy year for new ACH Rules. This session looks at the new Rules approved in March 2024, their implementation dates, and their potential impacts to Originators, Third-Party Service Providers, and financial institutions. Join us to learn how these new Rules may affect your organization and how to remain compliant.
1. Learn what the new rules mean for Originators, Tbsps., ODFIs, and RDFIs fraud monitoring
2. Learn about new Company Entry Descriptions and how to use them
3. Learn about several minor Rules changes that may impact your organization
Please register online by EOB Friday, May 17th. ONLY Register IF YOU ARE ATTENDING.
Please join us for the CAFP's 2024 Spring Training Event - Session 7 (virtual)!
TOPIC: Embedded Finance
PRESENTER: Karen Gallagher, CTP, SVP, Treasury Management Officer, PNC
WHEN: Thursday, May 23, 2024 - 9a-10:15am EST
SESSION SUMMARY: Join us to close out the CAFP's Spring Training event discussing Embedded Finance! PNC will guide us through the latest trends in embedded finance and how it can help you & your organization & customers in many ways!
1. Review the embedded finance industry landscape
2. Understand how embedded finance can help you offer your customers great experiences while also developing new revenue streams
3. Explore how embedded finance can help transform your organizationâs treasury functions, leading to increased operational efficiencies
Please join us on July 17, 2024, for a roundtable with your peers and corporate neighbors - to knowledge share & collaborate!
PRESENTER: TBD
WHEN: Wednesday, July 17th, 2024, at 12:00 p.m. EST for networking and lunch through our roundtable discussion from 12:00-1:15 p.m. EST (check in begins at 11:30am)
WHERE: TBD
SUMMARY: TBD
LEARNING OBJECTIVES: TBD
COVID RELATED REQUIREMENT: By registering you agree to abide by all site related requirements (to be communicated) & agree to hold the site & CAFP Board and organization harmless.
SECURITY REQUIREMENT: Picture ID required, 11:30am-noon check in opens with Security
DIRECTIONS/PARKING: TBD
All members are encouraged to bring a prospective member/guest.
Program Level: Basic
Intended Professional Level: Intermediate
1.2 CPE Credit in the field of Management Advisory Services provided by VSCPA and 1.2 CTP/FPAC Credit provided by CAFP
To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
BDO USA, LLP 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: www.learningmarket.org.