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2009-2010 Meeting Schedule

10/20/09 Tuesday Lunch Meeting Mary Gilmeister - WACHA
"IAT Update and Keylogging"
Location: Tuckaway County Club
11/18/09 Wednesday Lunch Meeting Paul Eversman - Associated Bank
"Using Letters of Credit Effectively"
Location: Bluemound Country Club
12/9/09 Wednesday Lunch Meeting Jill Farnia and Gayle Hughes - Aurora Health Care
"Using “Ghost” Credit Cards to Pay Vendors"
Location: Westmoor Country Club
1/13/10 Wednesday Lunch Meeting Drew Slocum - Bank of America
"International Treasury Management"
Location: North Hills Country Club
2/10/10 Wednesday Lunch Meeting Steve Carlton, Bryan Bellisle, and Ken Spirewka - US Bank
"Capital Markets Update"
Location: Meadowbrook Country Club
3/16/10 Tuesday Lunch Meeting TBD Location: Wisconsin Club
4/13/10 Tuesday Breakfast Meeting Dan Carmody - TreaSolution, Inc.
"Ten Treasury Lessons Learned from the Financial Crisis"
Location: Tuckaway Country Club
5/12/10 Wednesday Lunch Meeting TBD Location: Chenequa Country Club
9/14/10 All Day Annual Conference Location: Country Springs Hotel, Waukesha, WI


(All dates and time are subject to change)


2008-2009 Meeting Schedule

10/14/08 Tuesday Lunch Meeting Warren Pierson, CFA - Senior Portfolio Manager - Robert W. Baird & Co.
"A Quick Look at the Markets and the Economy"
Location: Bartolotta's Lake Park Bistro
11/12/08 Wednesday Lunch Meeting Jerry Filut & Bill Blumenberg - M & I Bank
"Smart Fraud Prevention Tactics in an Internet Savvy World"
Location: Tuckaway Country Club
12/10/08 Wednesday Lunch Meeting Bill Pollard - Deloitte & Touche
"Forensic Auditing"
Location: Westmoor Country Club
1/13/09 Tuesday Lunch Meeting Daniel Carmody - Managing Director - TreaSolution, Inc.
"Symptoms of a Troubled Treasury Department - and What to Do About It!"
Location: Wisconsin Club
2/11/09 Wednesday Breakfast Meeting Don Lloyd - Senior Vice President - Associated Bank
"Global Cash Management Alternatives"
Location: Bluemound Golf and Country Club
3/12/09 Thursday Lunch Meeting Thomas Toerpe - Managing Director of Capital Markets at Associated Bank "Bankers, Borrowers and Bad Behavior The Role of Interest Rates in Crisis and Recovery" Location: Mo's Irish Pub (downtown location)
4/14/09 Tuesday Lunch Meeting Tony Peterson - Managing Director of Marsh Milwaukee
"Strategies to Achieve Cost Savings During Times of Economic Strife"
Location: Harley-Davidson Museum
5/13/09 Wednesday Lunch Meeting 401(k) Trends in the Market Place
Debra Woida and Sue Walton
Watson Wyatt Investment Consulting
Location: Boerner's Botanical Garden
9/21/09 Monday All Day Annual Conference Location: Radisson Paper Valley Hotel, Appleton, WI


(All dates and time are subject to change)


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