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2007-2008 Meeting Schedule |
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| 10/17/07 |
Wednesday |
Lunch Meeting |
New Auditing Standards: Trickle down of Sarbanes-Oxley
Karen A. Doerner, CPA – Kolb & Co |
Location: Maggiano’s Little Italy – Wauwatosa, WI |
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| 11/13/07 |
Thursday |
Afternoon / Evening |
The Selection & Implementation of a Treasury Workstation
Daniel J. Carmody, CTP -- TreaSolution, Inc. |
Location: Lake Park Bistro- Milwaukee |
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| 12/11/07 |
Tuesday |
Lunch Meeting |
Commercial Card Applications in the Procure to Pay Process & Visa Best Practices.
Lorraine Dirks, CTP & Scott Abernethy - National City |
Location: County Inn & Suites-Brookfield |
|
| 1/17/08 |
Thursday |
Lunch Meeting |
401(k) Fees-It’s a Fiduciary Obligation
Matthew P. Demet, CEBS, CRA, CRC – Johnson Bank |
Location: Charcoal Grill – New Berlin |
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| 2/13/08 |
Wednesday |
Breakfast Meeting |
Understanding the Cyber-Criminal and his Tools
John Green - Fiserv |
Location: Brookfield Sheraton - Brookfield, WI |
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| 3/18/08 |
Tuesday |
Lunch Meeting |
WACHA - Hot Topics and New Rule Changes Effective in 2008
Mary Gilmeister - WACHA |
Location: Davians Banquet and conference Center - Menomonee Falls, WI |
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| 4/17/08 |
Thursday |
Lunch Meeting |
M & A - Strategic Planning
Thomas Walker - Virchow Krause & Company |
Location: Bluemound Gardens |
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| 5/14/08 |
Wednesday |
Lunch Meeting |
“How Smart Is Your Supply Chain?” – Optimizing of Global Supply Chains and Managing Diminished Value Risk
Jim Wilson – VP JPMorgan Trade Management Consulting
Bola Adeeko – VP JPMorgan Trade Sales Specialist
|
Location: Pandl's in Bayside |
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| 9/15/08 |
Monday |
All Day |
20th Annual Conference |
Location: Marriott Milwaukee West – Waukesha WI |
(All dates and time are subject to change)
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2006-2007 Meeting Schedule |
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| 10/18/06 |
Wednesday |
Lunch Meeting |
Paycards: Offering Value to Employees & Employers
Paul Fambrini, JP Morgan |
Location:
Charcoal Grill - New Berlin |
|
| 11/16/06 |
Thursday |
Afternoon / Evening |
Chicago Joint Meeting - Lakefront Brewery Tour
Russ Klisch, Owner |
Location:
Lakefront Brewery
Lakefront Palm Garden Restaurant |
|
| 12/12/06 |
Tuesday |
Lunch Meeting |
D&O / Crime Update
Dan Kwiecinski, Hays Companies |
Location:
Brookfield Sheraton |
|
| 1/18/07 |
Thursday |
Lunch Meeting |
FX Risk Management: Understanding Hedging Fundamentals
Don Lloyd, Travelex |
Location:
Weisgerber's Gasthaus
Waukesha |
|
| 2/14/07 |
Wednesday |
Breakfast Meeting |
Optimizing Global Liquidity Management: Changing Landscape/New Opportunities
Vanessa Manning, LaSalle |
Location:
Bluemound Gardens |
|
| 3/20/07 |
Tuesday |
Lunch Meeting |
Treasury Management Solution
Peter Weddigan, Thomson Financial |
Location:
Maggiano's |
|
| 4/19/07 |
Thursday |
Lunch Meeting |
Trade Compliance/Country Overviews
Susan Dragotta, WI Dept of Commerce |
Location:
Lake Park Bistro |
|
| 5/16/07 |
Wednesday |
Afternoon Meeting |
Remote Deposit Capture & Check Image Exchange
Joe Haschka, M&I Bank |
Location:
Joey Buenos |
|
| 9/24/07 |
Monday |
All Day |
Tentative 19th Annual Conference |
Location:
Country Springs Hotel
Waukesha |
(All dates and time are subject to change)
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 |
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| 10/20/05 |
Thursday |
Afternoon |
Social Event
Bring a Prospective Member
Milwaukee River and Harbor Cruise
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Location:
Edelweiss Cruise |
|
| 11/16/05 |
Wednesday |
Lunch |
"Unlocking Working Capital: Moving from Reactive to Proactive Management"
Laurie Gusho, Aceva Technologies
Ben Beal, Aceva Technologies |
Location:
Milwaukee River Hilton
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|
| 12/13/05 |
Tuesday |
Breakfast |
"ACH Update for 2006"
Luann Kohlmann, WACHA |
Location:
Bluemound Gardens |
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| 1/11/06 |
Wednesday |
Dinner |
** Joint Meeting with TMAC **
"An Overview of the Economy and Related Financial Markets"
Anthony Chan, Ph.D., JP Morgan Asset Management |
Location:
Wildfire Chicago
|
|
| 2/22/06 |
Wednesday |
Lunch |
"Remote Deposit Capture – Is It Even Remotely Worth It?"
Todd Conkey, Amcore Bank |
Location:
Porter House Restaurant |
|
| 3/14/06 |
Tuesday |
Lunch |
"China: Dealing with Change in Banking and Currency Valuation"
Angela Cantillon, Treasury Strategies, Inc.
Judson Murchie, Treasury Strategies, Inc. |
Location:
Joey Buona's |
|
| 4/11/06 |
Tuesday |
Lunch |
"Currency Risk Management Products and Strategies"
Angie Kappel, Ruesch International |
Location:
Lake Park Bistro |
|
| 5/17/06 |
Wednesday |
Afternoon |
"Best Practices in Accounts Payable"
Jim Crawford, SourceNet
| Location:
Champps Americana |
(All dates and time are subject to change)
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