Event Calendar

The AFPSD calendar is always being updated...please check back frequently to find out about the latest events!

 

Upcoming events

    • May 18, 2017
    • 11:30 AM - 1:30 PM
    • Doubletree Mission Valley, 7450 Hazard Center Drive, San Diego, CA 92108
    The AFP of San Diego sincerely hopes you can make this luncheon event for great education, networking and credits.     

    When: Thursday, May 18, 2017 from 11:30 a.m.-1:30 p.m.

    RSVP date of Friday, May  12!

    Speaker, Topic & Venue: 

    Roundtable Event

    11:30-12:00 arrival. check in and networking

    12:00-12:30 lunch

    12:30-1:00 Table #1 Discussion

    1:00-1:20 Table #2 Discussion

    1:20-1:30 p.m. recaps from table facilitators

    What are the Top Issues in Treasury Management? Join the AFPSD in an interactive facilitated discussion around some of the top issues facing Treasury Management professionals. Learn and share with your peers about best practices, solutions and opportunities.

    Facilitator Bio(s):

    Jeff Leander has more than 20 years of diverse corporate finance experience, including oversight of Treasury, Financial Planning & Analysis, Accounts Payable, Accounts Receivable, and Sales Audit.  He has led the corporate Treasury departments for Jack in the Box Inc., Bridgepoint Education and Petco Animal Supplies, Inc.

    Jeff is a Certified Treasury Professional and board member for the Association for Financial Professionals of San Diego.  He attended San Diego State University, earning a Masters in Business Administration, a Bachelors in Finance and a Minor in Economics.

    Joseph Clark is an accomplished and solutions-focused Senior Executive and Thought Leader with more than 45 years of success across the financial services, security, law enforcement, and accounting industries. Leveraging extensive experience mitigating risk and compliance infringements for companies across a range of industries, he is a valuable asset for startups currently going through a security breach or looking to prevent future incidents. His broad areas of expertise include auditing, SOX, accounting, risk management, program management, security, identity theft, and fraud prevention.

    Throughout his executive career, Joseph has held leadership positions at accounting and financial organizations including the Association of Financial Professions (San Diego), Moss Adams LLP, and J.H. Cohn LLP. He has been responsible for developing strategic plans to insure proper fiscal policies and program development, resulting in increased membership; creating the “Hood Robbin” Campaign to teach best practices for risk and financial management; and completing SOX 404 audits to ensure organizational security and compliance.

    Joseph holds a BS in Public Administration from Point Park University. As a seasoned Thought Leader, he coordinates the AFP of San Diego’s educational programs related to the “Certified Treasury Professional” credential, and wrote Confidential Instructions for the Conduct of Internal Theft Investigations for the US Postal Inspection Service.


    Doubletree Mission Valley

    7450 Hazard Center Drive

    San Diego, CA 92108

    • June 22, 2017
    • 11:30 AM - 1:30 PM
    • The Butcher Shop, 5255 Kearny Villa Rd., San Diego, CA 92123
    The AFP of San Diego sincerely hopes you can make this luncheon event for great education, networking and credits.     

    When: Thursday, June 22, 2017 from 11:30 a.m.-1:30 p.m.

    RSVP date of Friday, June 16!

    Topic:  Corporate Treasury Priorities & Trends

    Learn more about how we are closing the book on the financial crisis and discuss how Treasury is taking fresh approaches and tackling key priorities, including: 


    Forecasting & rIsk management

    Treasury organizational structure

    Banking

    Treasury Technology


    Speaker: 

    Jeff Diorio, Treasury Strategies


    Venue: The Butcher Shop


    5255 Kearny Villa Rd., San Diego, CA  92123

    • August 17, 2017
    • 11:30 AM - 1:30 PM
    • Phil's BBQ, 3740 Sports Arena Blvd, Suite 10, San Diego, CA 92110
    The AFP of San Diego sincerely hopes you can make this luncheon event for great education, networking and credits.     

    When: Thursday, Augusts 17, 2017 from 11:30 a.m.-1:30 p.m.

    RSVP date of Friday, August  11!

    Speaker: William Kniering, Union Bank

    Bill leads the MUFG Union Bank commercial card client management team which includes sales, implementation and account management. He has been in the commercial card industry for 30 years and has held positions in operations, implementation, technology, account management and sales. While at Bank of America, he worked in London to help launch the bank's global card program. At Paymentech, he worked on the team to design and deploy the first Internet-based commercial card reporting solution in 1997. He has a BA from the University of Colorado at Boulder.

    Topic: TBD 


    Venue: Phil's BBQ


    3740 Sports Arena Blvd, Suite 10, San Diego, CA 92110


    http://www.afpsandiego.com/


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