| Meeting Information | ![]() |
| January 17, 2002 |
Scott Wightman, Vice President - Arthur J. Gallager & Co. "Help! You've just been put in charge of insurance. What do you need to know?" Arthur J. Gallager is the 4th largest insurance broker in the world and an international service provider of property/casualty and employee benefit risk management programs. Favazza's Restaurant Favazza's Banquet Room (entrance off Marconi) Lunch Meeting 5201 Southwest Avenue St. Louis, MO 63110 (314) 772-4454 12:00-12:30 Buffet 12:30-1:30 Meeting |
| February 21, 2002 |
Brett Kimes, Managing Director - Edward Jones "How to do a bond deal" Limestones Restaurant 12163 Prichard Farm Road Maryland Heights, MO 63043 5:30-6:30 Hors d'oeuvres 6:30-7:30 Meeting 7:30 Dinner |
| March 21, 2002 |
Cindy Williams, John Contos, Douglas Clark, Steve
Lovelace and Woody Johnson "Selection and Implementation of a Treasury Workstation: 'Real' Examples" St. Louis Brewery Tap Room - Elliot Room 2100 Locust Street St. Louis, MO 63103 (314)241-2337 5:30-6:15 Cash Bar & Appetizers 6:15-7:00 Buffet Dinner 7:00-8:00 Meeting Members: No Fee; Guests: $35 |
| April 18, 2002 |
Keith J. Kallquist, Mellon Bank "Internet B2B eCommerce - Lessons Learned from the last Millenium, Predictions for the next Millenium" Patricks at Westport(Upstairs Banquet Room) Lunch Meeting 342 Westport Plaza Drive St. Louis, MO. 63146 314-878-6767 12:00 - 12:30 Hot Lunch Buffet 12:30 - 1:30 Meeting Members: No Fee; Guests: $35 |
| May 16, 2002 |
Program: How a Shared Service Center Can Improve Working Capital
Management, Panel discussion and tour of Kellwood's Shared Services
Center. Kellwood Company Dinner Meeting 600 Kellwood Parkway Chesterfield, MO 63017-4800 5:30 - 7:00 Appetizer Buffet & Cocktails 7:00 - 8:00 Meeting and Tour Members: No Fee; Guests: $35 |
| June 20, 2002 |
Mr. Mark Lamping President of the St. Louis Cardinals "Finances of Baseball" Maritz Performance Improvement Company North Campus Activity Deck & Burton Theatre 5:30 - 7:00 Hors D'Oeuvres Buffet and Cocktails 7:00 - 8:00 Meeting Members: No Fee, $40 Guests |
| September 19, 2002 |
"How Have Treasury Product Offerings and Services Changed as a Result of
Recent Mergers" Panel Participants - Bank of America, Bank One, Wells Fargo and US Bank Charles F. Knight Executive Education Center at Washington University 2nd Floor - O'Donnell Lounge 5:30-6:30 Hors d'oeuvres 6:30-7:30 Meeting 7:30 Dinner Members: No Fee Guests: $35.00 Directions |
| October 17, 2002 |
"Latest Trends in Payment Card Acceptance" Gregory Holmes, Senior Vice President, First Data Merchant Services AmerenUE Conference Center 1901 Chouteau Ave, St. Louis 5:30 - 7:00 Hors D'Oeuvres Buffet 7:00 - 8:00 Meeting Guests $35 |
| November 3-6, 2002 |
2002 National Conference New Orleans The next election day, November 5, 2002, will be during the AFP Conference in New Orleans. If you are interested in voting by absentee ballot, the link for absentee ballot information is: http://www.stlouisco.com/elections/ABSENTEEFAQ.html |
| November 21, 2002 |
"Personal Financial Planning for the Finance Professional"
Presented by The Vanguard Group (not eligible for CCM credit) Lunch Meeting Junior League of St. Louis Junior League Room 10435 Clayton Road St. Louis, MO. 63131 314-569-3117 12:00 - 12:30 Soup and Deli Buffet 12:30 - 1:30 Meeting Members: No Fee; Guests: $35 |
| December 12, 2002 |
Annual Holiday Party The University Club 1034 South Brentwood Blvd 5:30-7:00 Hors d'oeuvres 7:00-8:00 Dinner Members Only |
| January 16, 2003 |
Mr. Mark Lamping President of the St. Louis Cardinals "Finances of Baseball" Anheuser-Busch Conference & Sports Center St. Louis Room 5:30-7:00 Hors D'Oeuvres Buffet and Cocktails 7:00-8:00 Meeting Members: No Fee, $40 Guests |
| February 20, 2003 |
"Escheatment Update" Scott Harper Assistant Deputy Treasurer Missouri State Treasurer's Office-Unclaimed Property Division Favazza's Restaurant Lunch Meeting 5201 Southwest Avenue St. Louis, MO 63110 (314)772-4454 12:00-12:30 Buffet 12:30-1:30 Meeting |
| March 20, 2003 |
"CCM Certification Process" Woody Johnson, CCM Chairman, Body of Knowledge Committee Association for Financial Professionals The Cheshire Inn - Palladium Room 7036 Clayton Road Free Parking - Surface Lot and Garage 5:30-6:30 Appetizers 6:30-7:30 Meeting 7:30-8:30 Dinner Members: No Fee, Guests $35.00 |
| April 17, 2003 |
"Bad Checks: From A to RCK" Beth Dubyak, CCM President, Cascade Treasury Services Patrick's at Westport (Upstairs Banquet Room) Lunch Meeting 342 Westport Plaza Drive St. Louis, MO. 63146 314-878-6767 12:00-12:30 Hot Lunch Buffet 12:30-1:30 Meeting Members: No Fee; Guests: $35 |
| May 15, 2003 |
Juli Niemann Senior VP - Equity Research & Portfolio Management R. T. Jones Equities Brown Shoe Company, Inc. 8300 Maryland Avenue, Clayton 5:30-6:30 Complimentary drinks and appetizers 6:30-7:30 Buffet Dinner 7:30-8:30 Meeting Members: No Fee; Guests: $35 |
| June 19, 2003 |
"Best Payment Practices:
Without a Strategy, You May be Out of Control." Don Hollingsworth, CCM Assistant Treasurer Ameren Corporation Open Meeting for Bank Guests Dinner Meeting Charles F. Knight Executive Education Center at Washington University Anheuser Busch Dining Hall 5:30-7:00 Hors d'oeuvres Buffet & Cocktails 7:00-8:00 Meeting |
| September 18, 2003 |
"Paycard Solutions" John Reed Corporate Sales Manager ADP National Account Services Lunch Meeting Syberg's 2430 Old Dorsett Road Maryland Heights, MO 63043 314-785-0481 12:00-12:30 Hot Lunch Buffet 12:30-1:30 Meeting Members: No Fee; Guests: $35 |
| October 16, 2003 |
"The Increasing Role and Responsibility of Today's Treasury & Finance Professional - An AFP Update" Jim Kaitz President and CEO Association for Financial Professionals Open Meeting for Bank Guests Dinner Meeting AmerenUE Conference Center 1901 Chouteau Ave, St. Louis 5:30-7:00 Hors D'Oeuvres Buffet & Cocktails 7:00-8:00 Meeting Members: No Fee; Guests: $35 |
| November 2-5, 2003 |
2003 AFP Annual Conference Orlando, Florida |
| November 20, 2003 |
"Check Image Presentment and Settlement" Fred Herr Senior Vice President, Retail Payments Office Federal Reserve Bank of Atlanta Lunch Meeting Junior League of St. Louis St. Louis Room 10435 Clayton Road St. Louis, MO 63131 314-569-3117 12:00-12:30 Soup and Deli Buffet 12:30-1:30 Meeting Members: No Fee; Guests: $35 |
| December 11, 2003 |
Annual Holiday Party The Whittemore House 6440 Forsyth Boulevard, Clayton 5:30-7:00 Hors d'oeuvres 7:00-8:00 Dinner Members Only |
| January 15, 2004 |
"Sarbanes/Oxley Act of 2002 - Impact on Treasury" Steven G. Newstead CPA, FLMI Rubin, Brown, Gornstein & Co. LLP Dinner Meeting Cheshire Inn 7036 Clayton Avenue St. Louis, MO 5:30-6:30 Appetizers 6:30-7:15 Dinner Buffet 7:15-8:15 Meeting Members: No Fee; Guests: $35 |
| February 19, 2004 |
"Internet Cash Management: How to Leverage Technology in Treasury Today" Marc A. Taylor, CTP Assistant Vice President - Treasury Services Division Wachovia Bank Lunch Meeting Favazzas Restaurant 5201 Southwest Avenue St. Louis, MO 314-772-4454 12:00-12:30 Lunch Buffet 12:30-1:30 Meeting Members: No Fee; Guests: $35 |
| March 18, 2004 |
"2004 ACH Update" Ann-Marie Bartels, AAP President & COO Mid America Payment Exchange Dinner Meeting The Saint Louis Brewery The Schlafly Tab Room 2100 Locust Street St. Louis, MO 314-241-8101 5:30-6:30 Cash Bar & Appetizers 6:30-7:15 Buffet 7:15-8:15 Meeting Members: No Fee; Guests: $35 |
| April 15, 2004 |
"Understanding Your Banker's Return Model -- Inside the Black Box" Bradley Hardy Senior VP Wells Fargo Bank Lunch Meeting Holiday Inn - Forest Park Grand Sicilian Room 5915 Wilson Avenue (just off Interstate 44 at the Hampton exit) St. Louis, MO 63110 314-645-0700 12:00-12:30 Buffet 12:30-1:30 Meeting Members: No Fee; Guests: $35 |
| May 20, 2004 |
"Tricks, Traps and Investment Strategies - 2004" David Scheidt Partner, Decision Analytics Dinner Meeting The Junior League of St. Louis 10435 Clayton Road St. Louis, MO 63131 314-569-3117 5:30-6:30 Cash Bar & Hors d'Oeuvres 6:30-7:15 Buffet 7:15-8:15 Meeting Members: No Fee; Guests: $35 |
| June 17, 2004 |
"Cyber Crime and Identity Theft" Joseph J. Papes - Special Agent, Federal Bureau of Investigation David A. Thomas - Special Agent, Federal Bureau of Investigation Dinner Meeting Charles F. Knight Executive Education Center at Washington University Anheuser Busch Dining Hall One Brookings Drive St. Louis, MO 63130 314-933-9400 5:30-7:00 Hors d'oeuvres Buffet & Cocktails 7:00-8:30 Meeting Members: No Fee; Guests: $35 |
| September 16, 2004 |
"An Old Dog Learns New Tricks: The New Lockbox" Susan E. Albonetti President - Albonetti & Company Lunch Meeting Coronado Ballroom and Meeting Facility Bradshaw Room 3701 Lindell Boulevard St. Louis, MO 63108 314-364-4848 12:00-12:30 Buffet 12:30-1:30 Meeting Members: No Fee; Guests: $35 |
| October 21, 2004 |
"Voice Authentication for Treasury Management" Paul Adamson Vocent Solutions, Inc. Dinner Meeting - Open meeting for bank guests Anheuser-Busch Conference & Sports Center St. Louis Room 5:30-7:00 Hors D'Oeuvres Buffet and Cocktails 7:00-8:00 Meeting Members: No Fee, $35 Guests |
| November 7 - 10, 2004 | AFP Annual Conference in San Diego |
| November 18, 2004 |
"Understanding EIPP and how it can Streamline your A/R and A/P Processes" Pete Lambert and Joel Oschwald National City Bank Lunch Meeting SqWires Annex (historic Lafayette Square) 1415 South 18th Street St. Louis, MO 63140 314-865-3522 12:00-12:30 Buffet 12:30-1:30 Meeting Parking: Street parking or adjacent SqWires parking lot Members: No Fee, Guests: $35.00 http://www.sqwires.com |
| December 9, 2004 |
Holiday Dinner Meeting Wildflower Restaurant & Catering Loft #4 South Euclid Avenue (Central West End) St. Louis, MO 63108 314-361-8282 5:30-6:15 Cocktails 6:15-7:00 Dinner 7:00-8:30 Meeting Parking: Street parking and pay parking lots in area Members Only, no meeting fee http://www.wildflowerdining.com |
| January 20, 2005 |
"Foreign Exchange Management" John Dobson, Foreign Exchange Trader Fifth Third Bank Missouri Athletic Club - West Facility 1777 Des Peres Road Town and Country, MO 63131 Phone: 314-539-4444 Fax: 314-965-7781 12:00-12:30 Buffet 12:30-1:30 Meeting Parking: On-site Members: No Fee, Guests: $35.00 http://mac-stl.org ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| February 17, 2005 |
"Advanced Cash Forecasting" Tracey Ferguson, Director, Professional Services Thomson Financial Favazza’s Restaurant & Catering 5201 Southwest Avenue St. Louis, MO 63139 Phone: 314-772-4454 12:00-12:45 Buffet 12:45-1:45 Meeting Parking: Street parking available or parking lot ½ block north Members: no fee, guests $35.00 http://www.favazzas.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| March 17, 2005 |
"USA PATRIOT Act - A Whole New Ballgame" Leonard C. "Len" Myers CAMS Anti-Money Laundering Officer Huntington National Bank CAFE de AMIS at Cuisine d' Art Cafe 701 North New Ballas Road Creve Coeur, Mo 63141 Phone: 314-995-3003 Fax: 314-995-9929 5:30-6:30 Cash Bar & Hors d'Oeuvres 6:30-7:30 Dinner 7:30-8:30 Meeting Parking: Available Members: no fee, guests $40.00 Website link: http://www.cuisine-dart.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| April 21, 2005 |
"National Deposit Programs" Mark Griffin Vice President, Product Solutions Consulting Wachovia Bank, N.A. Coronado Ballroom & Meeting Facility 3701 Lindell Boulevard St. Louis, MO 63108 Phone: 314-367-4848 12:00-12:30 Buffet 12:30-1:30 Meeting Parking: Street parking available or parking lot behind Moolah Temple ($1.00/hr) Members: no fee, guests $40.00 Website link: http://www.thecoronado.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| May 19, 2005 |
Round Table Discussions: Remote Deposit/Check 21, Bank Fee Analysis Software, and New Banking Software and Technology Master of Ceremonies: Kent Sturhahn Junior League of St. Louis (Junior League Room) 10435 Clayton Road St. Louis, MO 63131 Phone: 314-569-3117 5:30-6:30 Hors d’Oeuvres & Cocktails 6:30-7:30 Roundtable Meeting 7:30-8:30 Buffet Dinner Parking: Available on premises Members: no fee, guests $40.00 Website link: http://www.jlsl.org ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| June 16, 2005 |
"The Increasing Role and Responsibility of Today's Treasury & Finance Professional - An AFP Update" Jim Kaitz President & CEO, Association for Financial Professionals The Daniele Hotel 216 North Meramec Avenue Clayton, MO 63105 Phone: 866-800-4934 5:30–7:00 Hors d'oeuvres & Cocktails 7:00–8:00 Meeting Parking: Street parking and parking garages near the hotel Members: no fee, guests $40.00 Website link: http://thedanielehotel.citysearch.com/ ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| September 15, 2005 |
"When a Check is No Longer a "Check"" Beth Dubyak President, Cascade Treasury Services, Inc. SqWires Annex 1415 South 18th Street Historic LaFayette Square St. Louis, MO 63104 Phone: 314-865-3522 12:00-12:30 Buffet 12:30-1:30 Meeting Parking: Street parking or adjacent SqWires parking lot Members: no fee, guests $40.00 Website link: http://www.sqwires.com/annex/ ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| October 20, 2005 |
"The State of St. Louis" Juli Niemann Senior VP-Equity Research & Portfolio Management, R.T. Jones Equities The Norman K. Probstein Clubhouse at Forest Park (In Forest park east of Forsyth Blvd) 6141 Lagoon Drive St. Louis, MO 63112 Phone: 314-367-1337 5:30-6:30 Hors d'Oeuvres & Cocktails 6:30-7:30 Dinner 7:30-8:30 Meeting Parking: On-site parking lot and street parking available Members: no fee, guests $40.00 Website link: http://stlouis.missouri.org/citygov/parks/forestpark/golf.html ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| November 17, 2005 |
"Life After Check 21" Craig Vaream Vice President and Sr. Product Manager, JPMorgan Chase Schlafly Bottleworks 7260 Southwest Avenue (Southwest at Manchester Rd) Maplewood, MO 63143 Phone: 314-241-2337 12:00-12:30 Buffet 12:30-1:30 Meeting Parking: Parking in adjacent lot available Members: no fee, guests $40.00 Website link: http://www.schlafly.com/brewpubs.shtml ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| December 8, 2005 |
Annual Holiday Party The Lodge at Grant's Trail 4398 Hoffmeister Avenue Highway 55 at Union Road St. Louis, MO 63125 Phone: 314-638-3340 5:30-7:00 Cocktails & Hors d'oeuvres 7:00-8:00 Dinner Parking: On-site, shuttle available if inclement weather Member Only Holiday Meeting Website link: http://www.lodgeatgrantstrail.com/ |
| January 19, 2006 |
"Disaster Recovery for Banks" Mary E. Letson First Vice President, Operational Risk Managment J.F Sanfilippo's Restaurant 705 North Broadway (near the Edward Jones Dome) Saint Louis, MO 63102 Phone: (314)621-7213 12:00-12:30 Buffet 12:30-1:30 Meeting Valet parking and nearby garages available Members: no fee, guests $40.00 ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| February 16, 2006 |
"Strategic View - Winter 2006" Brian Stine, CFA Investment Strategist, Allegiant Asset Management Company Favazza's Restaurant 5201 Southwest Avenue St. Louis, MO 63139 Phone: 314-772-4454 12:00-12:30 Buffet 12:30-1:30 Meeting Parking is available on street or on lot 1/2 block north of restaurant Website link: http://www.favazzas.com Members: no fee, Guests $40.00 ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| March 16, 2006 |
"Forensic Accounting" Michael T. Lewis RubinBrown LLP Wild Flower Loft 4 South Euclid Avenue St. Louis, MO 63108 Phone: 314-361-8282 5:30-7:30 Cash Bar 6:30-7:30 Dinner 7:30-8:30 Meeting Street parking and pay parking lots in Central West End Website link: http://www.wildflowerdining.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| April 20, 2006 |
"Healthcare Savings Accounts" Phillip B. McCollough Senior Vice President, Bank of America Forest Hills Country Club 36 Forest Club Drive Clarkson Valley, MO 63005 Phone: 636-227-5030 Lunch served at noon Meeting 12:30-1:30 Directions ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| May 18, 2006 |
Round Table Discussion Topics: Treasury Workstation PCard Fraud Ameren Corporation 1901 Choteau Avenue St. Louis, MO 63166 5:30-7:00 Refreshments and Appetizers 7:00 Meeting and Round Table Discussions ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| June 15, 2006 |
"State of the Local Economy" Steve Johnson Senior Vice President-Economic Development, RCGA Banker Meeting Treasury Service Providers Schlafly's Tap Room 2100 Locust St. Louis, MO Phone: 314-241-2337 5:30-7:00 Cocktails & Appetizers 7:00 Presentation ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| September 21, 2006 |
"Uses of Cash and Effect on Stock Prices" DeMarche Associates SqWires Annex 1415 South 18th Street Historic LaFayette Square St. Louis, MO 63104 Phone: 314-865-3522 12:00-12:30 Buffet 12:30-1:30 Meeting Parking: Street parking or adjacent SqWires parking lot Members: no fee, guests $40.00 Website link: http://www.sqwires.com/annex/ ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| October 12, 2006 |
(One week earlier due to AFP conference) "International Treasury Management in the Post-SOX Era" Larry Kirschner Wells Fargo Spazio Westport 12031 Lackland Road Creve Coeur, MO 63146 Phone: 314-576-0400 (restaurant is by the Comfort Inn on Lackland Road - not in Westport Plaza) 12:00-12:30 Buffet 12:30-1:30 Meeting ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| October 15 - 18, 2006 |
AFP Annual Conference Las Vegas, NV Website link: Registration and more information. |
| November 16, 2006 |
"Update on the State of the Missouri Economy & State Treasurer's Various Programs" Sarah Steelman Missouri State Treasurer Banker Meeting The Norman K. Probstein Clubhouse at Forest Park (In Forest park east of Forsyth Blvd) 6141 Lagoon Drive St. Louis, MO 63112 Phone: 314-367-1337 5:30-6:30 Hors d'Oeuvres & Cocktails 6:30-7:30 Dinner 7:30-8:30 Meeting Parking: On-site parking lot and street parking available Dinner with Service Providers ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| December 14, 2006 |
Annual Holiday Party Moulin Events and Meetings 2017 Chouteau Avenue St. Louis, MO 63103 Phone: 314-421-4949 5:30-7:00 Cocktails & Hors d'oeuvres 7:00-8:00 Dinner Parking Lot on East side and North side of building Entrance to event is on Chouteau Avenue http://www.moulinevents.com Members Only |
| January 18, 2007 |
"Basics of Investing" Joe Meek Corporate Director of Treasury, SSM Healthcare UMSL Campus Millenium Student Center 3rd floor, Century Room 8001 Natural Bridge Rd St. Louis, MO 63121 Phone: 314-516-5022 12:00-12:30 Buffet 12:30-1:30 Meeting Parking is available at the Millennium Center North Garage for directions please refer to Website Website link: http://www.umsl.edu ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| February 15, 2007 |
"Overview of Purchasing Cards" Tim Sexton Vice President, Regional Sales Manager Commerce Bank Favazza's Restaurant 5201 Southwest Avenue St. Louis, MO 63139 Phone: 314-772-4454 12:00-12:30 Buffet 12:30-1:30 Meeting Parking is available on street or on lot 1/2 block north of restaurant Website link: http://www.favazzas.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| March 15, 2007 |
"Director's and Officer's Liability Insurance - An update on the Market
Conditions and Trends" Caley LaRue Senior Vice President Arthur J. Gallagher Strategic Risk Solutions Sunset 44 Bistro & Banquet Facility 118 W. Adams Street Kirkwood, MO Phone: 314-965-6644 5:30-6:30 Hors d'Oeuvres & Cocktails 6:30-7:30 Dinner 7:30-8:30 Meeting Website link: http://www.sunset44.com Please select choice of entree: Roast Turkey with Dressing Italian Breaded Pork Tenderloin ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| April 19, 2007 |
"SEPA and its Impact on Liquidity Management in the new European and Global Landscape" GM Stetter Managing Director-Global Treasury Management and Trade Services ABN AMRO/LaSalle Bank Del Pietro's 5625 Hampton Avenue St. Louis, MO 63019 314-351-1700 Parking Lot adjacent to Restaurant 12:00-12:30 Buffet 12:30-1:30 Meeting ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| May 17, 2007 |
St. Louis TMA Spring Seminar 11:30 - 5:30 p.m. Buffet Lunch 3 1-hour CTP accredited sessions Happy Hour (cash bar) The Coronado Ballroom and Meeting Facility |
| June 21, 2007 |
"The Economy During the Lame Duck Years" Juli Niemann, CFA Executive Vice President Smith, Moore, & Company Moulin Events and Meetings 2017 Chouteau Avenue St. Louis, MO 63103 Phone: 314-421-4949 5:30-7:00 Hors d'oeuvres and Cash Bar 7:00-8:00 Dinner Fee for Guests: $40.00 Parking Lot on East side and North side of building Entrance to event is on Chouteau Avenue http://www.moulinevents.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| September 20, 2007 |
Tour of St. Louis Federal Reserve Bank J.F Sanfilippo's Restaurant 705 North Broadway (near the Edward Jones Dome) Saint Louis, MO 63102 Phone: (314)621-7213 11:30 - 12:30 Buffet and Brief Meeting 12:30 - 1:30 Tour of Federal Reserve Bank Nearby garages available Tour is limited to 42 Members and/or Guests ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| October 18, 2007 |
"Unveiling Mysteries of Credit Card Processing" Nanci Mentzer Manager, Treasury Operations Brown Shoe Company Maggiano's Little Italy 2 The Boulevard Saint Louis St. Louis, MO 63117 Phone: 314-824-2402 www.maggianos.com 12:00-12:30 Buffet 12:30-1:30 Meeting Nearby garage available Boulevard is directly across from the Galleria on Brentwood Members: no fee, guests $40.00 ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| November 15, 2007 |
"Escheatment Update" Scott Harper Assistant Deputy State Treasurer Missouri State Treasurer's Office - Unclaimed Property Division Banker Meeting Triple "A" Golf and Tennis Clubhouse at Forest Park (In Forest Park - Just north of ballfields) 5163 Clayton Road St. Louis, MO Phone: 314-652-2433 5:30-6:30 Hors d'Oeuvres & Cocktails (Cash Bar) 6:30-7:30 Buffet Dinner 7:30-8:30 Meeting LINK - http://www.tripleaclub.org ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| December 13, 2007 |
Jimmy's On The Park 706 DeMun Avenue Clayton, MO 63105 (314)725-8585 5:30-7:00 Cocktails & Hors d'oeuvres 7:00-8:00 Dinner |
| January 17, 2008 |
"Payables Automation Tools For Operational Efficiency and Working Capital Advantage" John Widdifield Vice President, Advanced Payables Solutions JPMorgan Chase Spazio Westport 12031 Lackland Road Creve Coeur, MO 63146 Phone: 314-576-0400 (restaurant is by the Comfort Inn on Lackland Road - not in Westport Plaza) 12:00-12:30 Buffet 12:30-1:30 Meeting ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| February 21, 2008 |
"Using Electronic Procurement Techniques to Acquire Treasury Services" Craig S. Saxer Senior Vice President PNC Bank, N.A. Favazza's Restaurant 5201 Southwest Avenue St. Louis, MO 63139 Phone: 314-772-4454 12:00-12:30 Buffet 12:30-1:30 Meeting Parking is available on street or on lot 1/2 block north of restaurant Website link:http://www.favazzas.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| March 20, 2008 |
"Back Office Conversion and Optimized Routing A Revolution in Depository Processes" Katie Serns Vice President Wells Fargo Sunset 44 Bistro & Banquet Facility 118 W. Adams Street Kirkwood, MO Phone: 314-965-6644 5:30-6:30 Hors d'Oeuvres & Cash Bar 6:30-7:30 Dinner 7:30-8:30 Meeting Website Link: http://www.sunset44.com ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| April 17, 2008 |
"Foreign Exchange Risk Management" Tina L. Natorp US Bank FX Division SqWires Annex 1415 South 18th Street Historic LaFayette Square St. Louis, MO 63104 Phone: 314-865-3522 12:00-12:30 Buffet 12:30-1:30 Meeting Parking: Street parking or adjacent SqWires parking lot Members: no fee, guests $40.00 Website link: http://www.sqwires.com/annex/ ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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May 15, 2008 RSVP |
St. Louis TMA Spring Seminar 11:30 - 5:30 p.m. Buffet Lunch 3 1-hour CTP accredited sessions Happy Hour (cash bar) The Coronado Ballroom and Meeting Facility ![]() Approved for 3 CTP/CCM recertification credits by the Association of Financial Professionals.
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| June 19, 2008 |
"Limping Through the Lame Duck Economy"
Juli Neiman, CFA
Executive Vice President
Smith, Moore, & Company
Banker Meeting
Maggiano's Little Italy St. Louis
#2 The Boulevard
St. Louis, MO 63117
Phone: 314-824-2410
www.maggianos.com
DiCarlo and Calabria Rooms
5:30-6:30 Appetizer Buffet and Cash Bar
6:30-7:30 Dinner
7:30-8:30 Meeting
Nearby garage available (free parking)
The Boulevard is directly across from the Galleria on Brentwood
Members: no fee, guests $40.00![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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September 18, 2008 RSVP |
"Risks of Liquidity Investing"
Lynn Evans
Managing Director
Strategic Solutions Group
BlackRock
Favazza's Restaurant
5201 Southwest Avenue
St. Louis, MO 63139
Phone: 314-772-4454
12:00 - 12:30 Buffet
12:30 - 1:30 Meeting
Parking is available on street or on lot 1/2 block north of restaurant
Members: no fee, guests $40.00
Website link: www.favazzas.com
![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| October 16, 2008 | "Fighting Fraud - A Moving Target" Commerce Bank Pujols 5 Westport Grill 342 Westport Plaza Drive St. Louis, MO 63146 Phone: 314-878-6767 12:00 - 12:30 Buffet 12:30 - 1:30 Meeting Members: no fee, guests $40.00 2 hour validated parking is available in the garage, there is also surface parking on the east and west lots. |
| November 20, 2008 |
“The Yield Curve and the Learning Curve: Understanding and Adopting Institutional Investor Practices” Mark Conner CTIC Banker/Vendor Meeting Ameren Corporation 1901 Choteau Avenue St. Louis, MO 63166 5:30 - 7:00 Refreshments and Appetizers 7:00 Meeting Members: no fee, guests $40.00 ![]() Approved for up to 1 CTP/CCM recertification credit by the Association of Financial Professionals.
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| December 11, 2008 | Christmas Party (members only) CAFÉ de AMIS at Cuisine d' Art Café 701 North New Ballas Road Creve Coeur, MO 63141 Phone: 314-995-9929 5:30 - 7:00 Cocktails and Hors d'Oeuvres 7:00 - 8:00 Dinner |
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