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August 2017 - Best Practices in Treasury & Finance

From traditional themes including payment strategies, collection methods, and fraud, to product wish lists and “what you wish someone had told you”, attendees at the Best Practices in Treasury event enjoyed some lively dialogue as Jean Hilliard, Master of Ceremonies from the Hartsema Group, posed questions to three corporate practitioners. Hotel, distribution and energy operations were represented with highly experienced panelists consisting of Janice Woeste from Red Roof Inns, Beth Poling from Kimball Midwest, and Bob Barnes from American Municipal Power, Inc.
Despite the diversity of companies represented on the panel, some common themes were noted as follows:
• Maintaining strong relationships with your bankers and ensuring they understand your operations before you need them is key to a successful partnership.
• Cross-departmental relationships are fundamental in driving the success of project. Remember that your problems are not necessarily shared by others within your organization and “not everyone is nice”. Build a network of advocates across your organization.
• The career path to Treasury is greatly varied and largely undefined. As noted with the panelists, roles and responsibilities often evolve over time as new challenges are presented.

See Summaries of Past Events Here...


COAFP Wins Again...

at the Annual Regional Officer’s Meeting in Washington D.C.

Every July, the national Association for Financial Professionals (AFP) hosts a Regional Officer’s Meeting (ROM) in Washington D.C. It is a meeting of AFP Regional Associations to gather, share ideas, discuss strategy and network all with the goal of creating a better regional association for their Members. For 2017, COAFP was represented by Linda Opundo, Jenny Morrison and Bob Barnes.

For the 10th year in a row, COAFP has won an award for a “Best In” category. This year COAFP won in the “Best in Board and Committee Management”. This category is for the best idea to stimulate Board and Committee involvement. Under the leadership of President Patty Anderson and Vice President Linda Opundo, the COAFP Board and Committees have been operating under the theme of “many hands make light work” With this strategy, all the tasks were broken down into the smallest parts and then work with the Membership to have volunteers work on “that task”. As all volunteers worked on their tasks, the overall task would get done. As a result of COAFP’s leadership, your Vice President, Linda Opundo was asked to serve on the ROM’s 2017 planning committee. A true recognition of COAFP’s work on behalf of its Members.

Join your fellow COAFP Members to continue the work that is done on YOUR behalf and be proud that COAFP has the designation of “an AWARDS winning Association.” Join us today!  Already a Member?  Then Click Here to Volunteer!

See a different side of COAFP - Volunteer Today!

COAFP is always looking for volunteers and board members to help grow the association and participate in event planning and execution. As a COAFP volunteer you will get to see behind the scenes of what makes COAFP so successful. If you are interested in volunteering or would like more information, Click Here.

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Upcoming CTP Course

Get the training you need to become a Certified Treasury Professional® (CTP) with our offered CTP Course!

Our next CTP Course will begin in the Fall of 2017.  Click Here for information and to Sign Up!


  • 12 weeks, every Wednesday, 3 hours per evening
  •  First class: September 27, 2017
  •  Last class: December 13, 2017
  • Location: The Fawcett Event Center at The Ohio State University

Students can purchase the course alone or the course plus materials.  Students can also purchase materials only from COAFP (self-study) at COAFP cost.  Click Here to purchase Course Materials.

Contact Jennifer Morrison today for questions about purchasing. 



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9/27/2017 » 12/13/2017
CTP Course Fall 2017

10/15/2017 » 10/18/2017
AFP Annual Conference

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