Please join us for the CAFP's Thursday, Mar 12th Virtual meeting:
TOPIC: Pay by the Rules! New NACHA Operating Rules & Best Practices for ACH Payments
PRESENTERS: Robyn Quintero & Robert Foote, Bank of America ACH Product Specialist Team
WHEN: Thursday, March 12, 2026 - 9a-10:15am EST
WHERE: Zoom/Virtual link to be sent after registration confirmed
SESSION SUMMARY: Are you ready for 2026 rule changes? Join us as we explore NACHA's new electronic payment rules, review the fraud landscape & discuss ideas for compliance to get you and your organization there!
LEARNING OBJECTIVES:
1. Learn how NACHA & Banks interact
2. Understand latest NACHA rules for 2026
3. Discuss Key Considerations for Fraud Detection in ACH Origination
4. Discuss Ideas & Considerations for Compliance
COST: Members=FREE /Non-members= $25
Please register online by EOB Mon. Mar 9th ONLY Register IF YOU ARE ATTENDING.
All members are encouraged to invite a prospective member or guest.
Program Levels: Basic
Intended Professional Levels: Intermediate
Prerequisites: None
Advance Preparation: None
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 2026 Spring Training Event - Sessions 1-3 In Person!
TOPICS: Art of Negotiations, APIs in Treasury to Drive Efficiency & Next Level Leadership
WHEN: Wednesday, May 6th, 2026 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 - Art of Negotiations - Richard Coughlan
9:50am-10am: 10 min Break
10am-11:15am: Session 2 - APIs in Treasury: Cut Through Hype to Drive Real Integration - TRUIST
11:15am-12:00p: Lunch
12:00pm-1:15p: Session 3 - Next Level Leadership - Kevin Eastman
1:15pm: Closing Remarks
WHERE: VSCPA Learning & Innovation Center, Innsbrook, 4309 Cox Rd., Glen Allen, VA 23060
SESSION SUMMARIES/OBJECTIVES:
Session 1: Explore the Principles of Persuasion, Influence and Negotiation!
Session 2: Understand where APIs add value in treasury operations versus where traditional solutions may still be more effective; Learn how to evaluate when APIs make sense for payments, reconciliation, information reporting, and fraud mitigation using a decision tree; Gain insights into real world implementation approaches, overcoming challenges, and ensuring API adoption aligns with business goals
Session 3:
COST: Members=FREE /Non-members= $180 for all Spring Training Series sessions or a la carte pricing: $35 per webex session/$150 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.
**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.**
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
Please join us for the CAFP's 2026 Spring Training Event - Session 4 (virtual)!
TOPIC:
PRESENTER:
WHEN: Tuesday, May 12th, 2026 - 9a-10:15am EST
SESSION SUMMARY:
COST: Members=FREE /Non-members= $180 for all Spring Training Series sessions or a la carte pricing: $35 per webex session/$150 for in person May 6th (includes 3 in person sessions & Breakfast/lunch)
Please register online by EOB Friday, May 8th. ONLY Register IF YOU ARE ATTENDING.
1.5 CPE Credits and 1.5 CTP/FP&A Credits in the field of Personnel/Human Resources provided by VSCPA (CPE) & CAFP (CTP/FP&A).
Please join us for the CAFP's 2026 Spring Training Event - Session 5 (virtual)!
WHEN: Thursday, May 14th, 2026 - 9a-10:15am EST
1.5 CPE Credits and 1.5 CTP/FP&A Credits in the field of tbd provided by VSCPA (CPE) & CAFP (CTP/FP&A).
Please join us for the CAFP's 2026 Spring Training Event - Session 6 (virtual)!
WHEN: Tuesday, May 19th, 2026 - 9a-10:15am EST
Please register online by EOB Friday, May 15th. ONLY Register IF YOU ARE ATTENDING.
Join us on July 14, 2026, at Genworth’s office (near Innsbrook) — for a luncheon + moderated roundtable conversation with your peers and corporate/nfp neighbors – we look forward to collaborating with you —plus earn 1.5 CPE/CTP credits!
TOPIC: CAFP Finance & Treasury Roundtable
SUMMARY: Join us to network, knowledge share & collaborate with your corporate neighbors/peers! Ever wonder what your corporate/NFP neighbor has on their mind? What has worked regarding latest practical applications of AI - that we should be thinking about? How can we learn from others about fraud prevention, compliance & risk mitigation? What are others doing that you might want to consider? This is the time and place to bring your questions & best practices to share!
Discuss Latest in Payment Fraud Prevention-Compliance Best Practices
Artificial Intelligence in Treasury & Finance
Trends in Treasury
PRESENTER: Facilitated by CAFP Board Members
WHEN: Tuesday, July 14th, 2026, 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: Genworth, 11011 West Broad St., Glen Allen, VA 23060 (First floor Learning & Development Rooms E114/E115)
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: Ample parking is available to the left side & back of the 11011 West Broad St (Genworth bldg.)
All members are encouraged to bring a prospective member/guest.
Program Level: Intermediate
Intended Professional Level: Intermediate & Experienced
1.5 CPE Credits in the field of Management Advisory Services provided by VSCPA and 1.5 CTP/FPAC Credits 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.