President’s Club 7 consecutive years: 2010, 2011, 2012, 2013, 2014, 2015, 2016; Sole Recipient MX Customer Service Award 2011, President’s Award 2013

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PRESIDENTIAL FORUM EVENT – October 25, 2017

 

By Invitation Only

Association CFOs

Association CFO Roundtable Breakfast

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Presidential Forum Roundtable Breakfast is by invitation only and is limited to only Association CFOs.  The format is informal discussion among your peers on the topic of Automation.   The Presidential Forum ensures that as an Association CFO you have the opportunity to meet in a safe environment where you will be able to network with only your peers (other Association executives) and no external organizations will be represented. As part of the safe environment setting, all content of discussion are to be treated as confidential by all executives in attendance.  The breakfast is hosted by U.S. Transactions Corp.

Plated breakfast will be served.

TOPIC/COURSE DESCRIPTION: How Associations are automating payments (AR, AP, travel expenses, document management and budgeting) to increase efficiency and profitability.  This roundtable discussion moderated by Jen Brearey will be an interactive dialogue among all Association CFO attendees.  Learn firsthand as each CFO shares what Best Practice he/she has implemented at their respective Association.  This is also a great way to discover how other CFOs have solved issues that you might face as you go down the path of automation – e.g., software implementation and integration, change management, etc. 

–Moderated Roundtable discussion lead by Jennifer Brearey, CFO, Advanced Medical Technology Association (AdvaMed).  Speaker Bio:  https://www.advamed.org/about/leadership/jennifer-brearey

WHEN:
Wednesday, October 25, 2017
7:30 AM to 9:30 AM

WHERE:
The City Club of Washington, DC
555 13th St NW, Washington, DC 20004
(202) 347-0818
Complimentary Garage Parking

LEARNING OBJECTIVES:

  • Learn about new payment processing technologies.
  • Learn how Associations are implementing improved processes and winning the support of executive management and other parts of the organization
  • Learn how Associations are using payment automation to make their finance department more efficient and more secure from fraud.

DELIVER METHOD: Live

CPE CREDITS: 1.0

LEVEL: Basic

NASBA CATEGORY: Finance

PREREQUISITES:  Basic education in finance and accounting

CPE SPONSOR: U.S. Transactions Corp. Sponsor ID 138278 NASBA

 

Email us at RSVP@ustranscorp.com to register.
There is no cost to attend.

A REGISTRATION IS REQUIRED (NO EXCEPTIONS)

For more information, go to www.ustranscorp.com/calendar.

BREAKFAST SPONSOR: AHT Insurance

 

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