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2008 NW Summit for Financial Professionals

The Northwest Summit for Financial Professionals invites you to join “Blazing New Trails,” our Nineteenth Annual Conference. The 2008 NW Summit for Financial Professionals will be held on May 14-16, 2008 at the Governor Hotel in Portland, Oregon. This conference brings together treasury professionals from various Northwest regions providing you with dynamic educational and networking opportunities.

This two-and-a-half day conference is designed for all levels of treasury management expertise including Treasury Managers, CFO’s, Controllers, Accountants, Lawyers and providers of treasury management services in both practitioner and managerial roles.

This year’s conference will include a Federated Investors’ Casino Royale Chartered Cruise on the beautiful Willamette River, dinner sponsored by U.S. Bank; with delicious wine and desserts hosted by Retail Lockbox. In addition, enjoy tasting over 40 notable wines and champagne from the Northwest’s best vineyards during our “Wines for Charity” event sponsoring local independent schools. Optional first day tours will focus on local establishments featuring a behind the scenes look at OMSI and the Portland Classical Chinese Gardens have been arranged for conference attendees and their guests.

In addition to the networking and entertainment opportunities we will hear from the national speaker Michele Allman Ward, frequent contributor to professional Treasury Management publications, industry texts and author of several books. CTP training sessions will be provided by Gregory Saliba, CTP, Portland State University Finance Instructor, Vice President for Capital Pacific Bank and President of Taurus Capital Management.

Our agenda is tailored to fit your needs, from speakers that cover a broad spectrum of treasury topics including risk management, BCP, electronic payments, short-term investments, international ACH, global treasury, compliance and virtual vaults. Also built into the program are basic classes that help prepare individuals for the Certified Treasury Professional (CTP) Exam. Remember at this conference you can enjoy earning continuing education credits for CPA, CTP, CCM, and CLE during two-and a-half days of networking and educational fun.

Online registration for the conference will begin on Monday February 18, 2008 with

early registration discounts available until March 15, 2008.

 
Registration Sponsor:
 

 

 

 
Conference Fees & Additional Information:
 

Discounts for the conference follow:

Prior to March 15, 2008
Member: $475.00
Non-Member: $500.00

After March 15, 2008
Member: $575.00
Non-Member: $595.00

Visit http://www.northwestsummit.org for more information.

TO QUALIFY FOR THE REGIONAL AFP MEMBERSHIP DISCOUNT please obtain your personal member discount code from your regional contact listed below.

AFP of Oregon & SW Washington: Phil Olsen- phil.olsen@sterlingsavings.com or 503.294.3154
IN AFP: Renne Ditton- renne.ditton@sterlingsavings.com or 509.626.5384
NW AFP: Jerry Adona - jsadona@keybank.com or 206.684.6054
Idaho AFP: Crystal Carter- crystal.carter@usbank.com or 208.383.7226

For additional information or questions:
Sponsorship Opportunities: Robert Vogelsang (503) 294-3147
General Communication: Jennifer Conley (503) 542-8518
Speaker Facilitator: Stephen Prince (509) 232-5639

Tax Identification Number: 93-0744023

 
 
When Wednesday, May 14, 2008 10:30 AM - Friday, May 16, 2008 2:00 PM
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Where
The Governor Hotel
614 SW 11th Avenue
Portland, Oregon 97205
(503) 224-3400
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Planner Jennifer Conley
 
 
 
Websites
NW Summit Website
 
 
 
 
 
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