GWAFP September 2019 Monthly Meeting

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Topic: “Transaction Mitigation & the New Technologies” 

Transactions today are migrating to easier, personal fraud interactions.  What do your clients expect in processing their payments to you and what is the potential fraud impact?      Faster payments and real-time access to data deliver valuable benefits to you, your customers, and your suppliers, but when you have little time to detect and prevent fraud, risk is escalated. In our increasingly connected world, malware and viruses can spread globally in an instant. Learn about the impact on finance of this increasingly time-driven environment and discuss how to balance the need for speed with safeguarding your assets, your brand and your customer data. We will also explore cutting edge technologies and how they may be utilized in the future.

Speaker: Peter Pulos, Wells Fargo Bank, Senior Vice President, Treasury Management, Regional Sales Manager.

Pete has the responsibility of guiding a team of treasury management consulting professionals within the Governmental sector throughout the Southeast, Mountain Mid-South, and Western regions of the United States.  He assures a smooth consultative approach in treasury management product solutions and enhancements.  Pete is also responsible in strategizing product innovation development for our Governmental clients.

Pete brings over two decades of banking and direct governmental experience to our clients.  He previously served as a treasury services manager with J.P. Morgan Chase in their Governmental and Non-Profit line of business.  Prior to that, Pete served as a finance manager for a “AAA” rated county in Wisconsin and also as a municipal treasurer in the Milwaukee metro-area. 

Pete is an active member in the Association for Financial Professionals and the Government Finance Officers Association.  He is a speaker at national public sector industry conferences and also teaches a certified municipal finance professional course.  He has received his degree in Finance from the University of Wisconsin and is a Certified Treasury Professional.  

Topic:  “AFP Electronic Payments Survey Results”   

The move towards electronic payments for corporates in the United States has been a slow process. The paper check has prevailed as a major payment method for Business-to-Business transactions even as the development of faster and real-time payments have become operational. The move away from legacy payment structures can be complicated and costly. This session will highlight findings from the Association for Financial Professionals (AFP) 2019 Electronic Payments Survey and will not only share insights to what inroads electronic payments have had in the corporate space, but also discuss benefits as well as barriers for corporate adoption of electronic payments.

Speaker:  Magnus Carlson, Association for Financial Professionals.

Magnus Carlsson is currently the Manager for Treasury & Payments at the Association for Financial Professionals. Previously Mr. Carlsson worked as the Project Manager for the SEPA project at AB Volvo and was the Arbitrage Manager for Arlington County Treasurer's Office, managing all Arbitrage issues, debt service payments and investment management. He has also been with the Federal Home Loan Banks (FHLB) Office of Finance for seven years in positions of increasing responsibility and scope including Credit Analysis, Short-Term Debt Issuance and Investor Relations.

Before his career in the United States, Mr. Carlsson was a Bank Analyst performing risk- and credit-based analysis on banks and financial institutions at Swedbank Markets in Stockholm, Sweden. He holds a Masters' Degree in Finance from the University of Karlstad, and a Master's degree in Marketing from the University of Gothenburg, School of Business, Economics and Law.