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COAFP Event Summaries

 

June 2018 - State of Ohio and the Marijuana Industry

Justin Breidenbach, CPA, CFE gave a very engaging presentation on the State of Ohio and the Marijuana Industry. The event was held at the beautiful Worthington Hills County Club with over 40 treasury professionals in attendance. Justin took a very complex subject and presented it concisely while providing real life antidotes of the challenges of an industry legal at the state level and not the federal level. We learned terminology of the industry, dispensary vs retail outlet, along with the tax, banking and insurance implications. The barriers to enter the industry are large including a sizeable escrow payment to start the business and an unusual tax treatment. 

 


 
April 2018 - 2018 Annual Buckeye Financial Forum


The 2018 Buckeye Financial Forum hosted by the Central Ohio Association for Financial Professionals was a success!  There were approximately 160 attendees representing both corporations and banks.

A special thank you to the presenters for both the general and breakout sessions!  All sessions received positive reviews and comments.  We heard your feedback regarding room size for some breakout sessions and we are working to rectify that issue.

A special thank you to the attendees that suggested sessions for 2019.  We appreciate your input and value every suggestion. 

The date of the 2019 Forum is Monday April 29, 2019.  Mark your calendars now.  Do you know of a good presenter? Let us know ASAP so we can start organizing this amazing day of networking and learning.

 


 
March 2018 - OSU Panel Discussion


The Center for Career and Professional Success at The Ohio State University invited a panel of four COAFP members to address a student audience on March 28th. Bob Barnes, Michael Lydon, Robin Mink and Ken Tirpack fielded questions posed by approximately 25 students interested careers for Bachelor of Arts students majoring in Economics and Financial Mathematics.

The panelists stressed the importance of communication, pursuing areas of interest/passions, and leadership roles. The benefits of certifications vs. advanced degrees was of particular interest to students. Students were encouraged to research job positions and understand the preference on certifications as it can vary.

The event was successful and generated student interest in the COAFP and the Buckeye Financial Forum! We look forward to potential future collaboration events with the Center for Career and
Professional Success.

 

 



February 2018 - 2018 Economic Update


One of our members’ favorite presentations at COAFP is the annual Economic Update. Our speaker this year, William Adams from PNC, is very knowledgeable and presented a challenging topic in a humorous and easy to understand way. He was able to cover the global outlook, the US outlook and the Central Ohio outlook for 2018. The information provided is very valuable and can help guide a company’s business strategy.

The Economic Update was held at a new location, The Boathouse at Confluence Park and had approximately 45 attendees. Majority of the audience questions centered on interest rates, inflation and trends that will impact Central Ohio. Certainly understandable from a group of treasury professionals.

We hope to see you at our next event, also being held at The Boathouse at Confluence Park when our topic will be "Bitcoin Revisited".

Thank you.

 


 
2018 President's Reception


Despite below freezing temperatures, the President’s reception was a success for all those in attendance. 

Our outgoing President, Patty Anderson welcomed incoming President, Linda Opundo.   Both, Patty and Linda, are long-time members of the COAFP with many years of much appreciated service on the Board.   Patty recognized the efforts of the 2017 Board Members, Committee Chairs and Committee participants noting that the success of the organization is largely driven by the efforts of these volunteers.    In addition to recognitions and thank yous, attendees also enjoyed networking, drinks, food and raffles at Miller’s Ale House.   

Looking forward to another year of success in 2018!  

 



Happy Holidays from COAFP!
 

Dear Members, Friends, and Guests of the Central Ohio AFP,
As 2017 comes to a close, so does my time serving as the Central Ohio Association for Financial Professional’s (COAFP) President for the last two years. I want to thank each and every one of you for your support, time, ideas and friendly faces as we have interacted to make our association what it is today. 

We worked hard together to serve as a resource for your professional development and we remain dedicated to being your premier resource for networking, career advancement, and continuing education credits. Our organization has grown by sharing ideas with our fellow regional organizations, offering monthly meetings covering topics about the economy and ever-changing treasury industry, engaging a webmaster to renew and refresh our website and communications, hosting a fantastic one-day conference known as the Buckeye Financial Forum, touring local companies and not-for-profits to learn more about our own community, and sharing time together to help each other professionally and personally.

The COAFP has much to offer and we owe it to our association as well as our peers and colleagues to help spread the word about this great organization. Please continue to do your part to tell others about us, provide them a copy of our new, updated brochure (found on our website at www.coafp.net) so they can see all the benefits COAFP has to offer, and don’t stop providing your feedback and ideas for meeting topics, social and tour suggestions, and ways to make our association even better.

And last but not least, I want to say a sincere THANK YOU to my fellow Executive Board members, Committee Chairs and Committee members for sharing their time and talents. You have made our association what it is today and I applaud you for your efforts. Don’t stop now and continue to welcome new volunteers with new ideas and ways to help COAFP become even better in 2018.

Best wishes to you and your families this Holiday Season. May you have a prosperous 2018! Look forward to seeing you at our next event!

Sincerely,

Patricia Anderson, CTP



November 2017 - The Road to 2020: Faster Payments in the US


Great Speaker, Great Topic, Great Accomplishments, and a Great Turnout!

The November COAFP meeting started with the recognition of all the new CTPs. It is awesome to see so many professionals achieving this great milestone. Welcome to the team new CTPs. We hope to see you at another event.

The topic this month on Faster Payments had many of us thinking hmmm, how can my company use this new technology? Our speaker, Steve Ledford, explained the vision and goal of the Clearing House for the new “Real-time Payments” system. The payment platform runs on a totally new platform or “rails” as Steve called it. The payments are irrevocable and arrive in real-time, not batch, in a matter of micro seconds. Payments are processed 24 x 7 x 365. Steve’s excitement about this new product was conveyed to the group of approximately 60 attendees. To learn more about this great product, please reference the slide deck here



September 2017 - The Capital Area Humane Society


On Wednesday, September 20th, the members and guests of COAFP attended a terrific presentation by Rachel Finney of the newly branded Columbus Humane (formerly known as Columbus Humane Society).   The organization started in 1883 to protect the interest of buggy horses, wayward women and children.   At the turn of the century, the organization split where Columbus Humane would specialize in animals and other organizations would handle humans.    Columbus Humane intakes every type of domesticated animal in the Central Ohio region and partner with other groups that specialize in that species.  A good, but unfortunate part of Columbus Humane’s responsibilities in reacting to and investigating all the animal cruelty cases in Ohio.   The organization partners with Vet students from Ohio State for trainings, all animal welfare groups, and law enforcement agencies and offers low cost or free spay and neuter clinics.  

2010 -2012 were lean times for the organization due to donations declining and estate gifts slowing.    The year 2012, was especially difficult when the organization had to cut staff and programs.    Columbus Humane has made a tremendous turnaround starting in 2013 by increasing their donor base and estate gifts.   They went from a $1.9M budget in 2012 to nearly a $3.8M budget in 2017.   They are expanding to a second location in Canal Winchester and have an ongoing Capital Campaign to expand and update their current facility in Hilliard.   The nonprofit receives hundreds of checks a month averaging $25.00 each.   They are constantly working their cash flow to make sure it meets current and future needs including tracking and thanking all the donors.  

After the presentation, the members were treated to a tour of the facilities and were able to view and pet some of the dogs and cats ready for adoption.     A great time was had by all and we all learned more about a vital organization in our community!   

 


 

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.


COAFP Wins Again...

at the Annual Regional Officer’s Meeting in Washington D.C., July 2017

 

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!


 

June 2017 - FP & A Basics Overview


The Central Ohio AFP group created a new training and networking experience by partnering with the National AFP team as nothing existed previously. COAFP wanted to provide a one day education session on FP &A. The goal was to focus on FP & A for Treasury and what you need to know that provided additional knowledge to our Treasury members and those interested in FP & A.  We are happy to report it was a big success with our members! 

We had 27 attendees with 89% of the attendees from corporations around the Central Ohio market. The attendees were able to share what their companies were doing regarding FP & A and learned tips from each other. Additionally, members shared what they wanted from COAFP over the next year such as small group sessions with other corporate members discussing specific topics. They stressed they wanted these sessions to be short, cost effective and at the appropriate experience levels such as this FP & A training. We are excited to take their suggestions and serve our Membership.

 


 

April 24, 2017 - The 2017 Buckeye Financial Forum was a big success!

The attendees at the annual Buckeye Financial forum gave high praise to this year’s presenters and their content, and spirits were high all day. This year again featured a charity drive to benefit two local organizations, My Brother’s Closet and Dress for Success, which collect professional men’s and women’s clothing respectively. The charities received many valuable clothing items during the Forum, and both they and COAFP wish to thank those who donated for their contributions.

This event could not have gone forward without the support of each and every sponsor, from Platinum to Bronze, and we are extremely grateful for your dedication to COAFP’s work. The day itself would not have succeeded without the efforts of our volunteers, either—thank you all for your participation!

 


 

Special Thanks to all of our Sponsors

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