Socal Expo / Attendees Info

Attendees Info

40th Annual SoCal EXPO

September 29th - 30th, 2021

Virtual


Attendee Flyer Coming Soon

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Register on-line

Schedule at a Glance

Wednesday, September 29th, 2021
8:00am - 9:00am:General Session 1
Break/Zoom Networking
9:30am - 10:30amGeneral Session 2
Break/Zoom Networking
11:00am - 12:00pm:General Session 3
Break/Zoom Networking
1:00pm - 2:00pm:General Session 4
Break/Zoom Networking
2:30pm - 3:30pm:General Session 5

Wednesday Speakers

"Economic Boom or Fed Bubble Set to Burst?"
Session 1.0 Speaker(s): Shannon Saccocia - Boston Private, an SVB Company

more info ->
 


"Low Tech Fraud in a High Tech World: Embezzlement, eCheck Fraud & Holder in Due Course"
Session 2.0 Speaker(s): Greg Litster - SafeChecks
TBD

more info ->
 

"Driving revenue beyond processing payments - Integrated Receivables can be a complete solution for your commercial clients"
Session 3.0 Speaker(s): Keith Cowart - FIS

more info ->
 

"Women in Payments: Forging a Path to Parity"
Session 4.0 Speaker(s): Tammy J. Petro - J.P. Morgan
Ella Wood (Moderator) - J.P.Morgan

more info ->
 

"Digitization Trends and Technologies to Streamline Payables"
Session 5.0 Speaker(s): Adam Keck - Fifth Third Bank

more info ->
 

 
Registration: Attendee Student
Full Conference (10 Sessions) $190 Complimentary with ID
Single Day (5 Sessions) $110 Complimentary with ID
Single Session $40 Complimentary with ID

**Is your career in Transition? Please contact our office for special pricing at (818) 843-5660

SoCal EXPO Details

CTP and CCM Accreditation
40th Annual SoCal EXPO offers the opportunity to acquire CTP, CCM, and FP&A credits to enhance your professional standing.

40th Annual SoCal EXPO is being reviewed for up to 0.0 CTP/CCM credits as well as AAP credits and FP&A Recertification Credits by the Association for Financial Professionals (AFP).

Registration Information
Register on-line


Registering for 40th Annual SoCal EXPO is easy and may be done either online by clicking here, by fax, or by mail. And we accept both checks and credit cards. If registering by fax or mail, please use the Registration Form and submit it as instructed in the form.


Payment Confirmation
Attendees will receive a confirmation of registration from SoCal AFP headquarters. Registrations will only be processed when accompanied by a check or credit card number.

Send payment and registration form to:
SoCal AFP/40th Annual SoCal EXPO
PO Box 10065
Burbank, CA 91510
Phone (818) 843-5660
Fax: (818) 843-7423

Registration Cancellation Policy
Notification of cancellation must be submitted in writing. Cancellations received by August 30th, 2021 will be subject to a $75.00 cancellation charge. No refunds will be given after August 30th, 2021

2021 SoCal Expo Sponsors

















 
40th Annual SoCal Expo
"SoCal Expo 2021 - Inspire, Integrate, Innovate"
September 29th - 30th, 2021



Virtual


Early Bird Deadline: July 31st, 2021
 

40th Annual SoCal Expo

Virtual


Early Bird Deadline: July 31st, 2021

Contact SoCalAFP

PO Box 10065
Burbank, CA 91510

(818) 843-5660
©2021 Southern California Association for Financial Professionals. All rights reserved