| 11/12/2008 |
| Investment Outlook |
| Jeanie Wyatt, CFA, CEO & Chief Investment Officer |
| South Texas Money Management, Ltd. |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 10/8/2008 |
| Records Management |
| Jeff Shor, Product Manager |
| JPMorgan Chase |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 9/10/2008 |
| Corporate White Collar Crime |
| Trey Banack, Prosecutor |
| Bexar County District Attorney's Office |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 0252 |
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| 8/13/2008 |
| IAT is coming, is your organization ready? |
| Beverly Dobesh, AAP, Director of Education Services |
| SWACHA |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 6/11/2008 |
| Computer Forensics |
| John T. DuPree, Audit Manager |
| Carneiro, Chumney & Co. |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 5/14/2008 |
| Good Versus Great |
| Dick Schlosberg, |
|
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 4/9/2008 |
| Interest Rates & the Economy: Top Concerns in Today's Environment |
| Brett Fenn, Derivatives Product Specialist |
| JPMorgan Chase |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 3/12/2008 |
| Venture Capital + The Right Idea = Success |
| David Spencer, President |
| Mandelbrot Ventures, Inc. |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 2/13/2008 |
| Top 10 Strategies to Implement for 2008 |
| Alex Keene, TM Product Manager |
| Compass Bank |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 1/9/2008 |
| A New Year’s Resolution: Updating the Business Contingency Plan |
| Tracey Sulak Bedwell, Corporate Manager- Cash Management |
| at&t |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 12/12/2007 |
| SATMA Annual Meeting |
| Bill Chittenden, President |
| SATMA |
| Credits - 0 |
| Program Type - |
| Program Code - |
| CPA Sponsor Code - |
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| 11/14/2007 |
| What are the Odds? |
| Professor Gerald Busald, |
| San Antonio College and UTSA |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 10/10/2007 |
| Fraud Prevention Strategies |
| Sandy Sullivan, Fraud Prevention Officer |
| Frost bank |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 9/12/2007 |
| Internet Investment Portals |
| Kirk D. Black, |
| The Bank of New York Mellon Treasury Services |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 8/8/2007 |
| Innovations in account reconciliation |
| Heather Lynds, |
| Trintech |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 6/13/2007 |
| San Antonio Economic Development - Where we're headed and why |
| Steve Nivin, PhD., |
| San Antonio Economic Development Department |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 5/9/2007 |
| Federal Reserve Bank Direction in Texas |
| Blake Hastings, Vice President |
| Federal Reserve Bank of Dallas, San Antonio branch |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 4/11/2007 |
| The US & Mexican government owned "NAFTA" bank |
| Jorge Carces, Managing Director |
| North American Development Bank |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 3/14/2007 |
| New Payment Alternatives…How merchants can build loyalty while avoiding credit card fees |
| Peter Guidi, |
| National Payment Card |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 2/14/2007 |
| Business Continuity Planning - A Preparedness Overview |
| Jo Harrington & Lissette Giorgi, |
| Wells Fargo |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 1/10/2007 |
| Check Depository Trends and Updates |
| Robert Mancini, Vice President, Lockbox Product Manager |
| Wells Fargo |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 12/13/2006 |
| Nonprofit Cash Management |
| Jill Oettinger, CEO |
| Good Samaritan Community Services |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 11/8/2006 |
| The coming Single Euro Payments Area or “SEPA” |
| Gary Buser, |
| JPMorgan Chase |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 10/11/2006 |
| Payment Fraud Risks |
| Barry A. Sprung, |
| JPMorgan Chase |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 9/13/2006 |
| Evolution of Cards for Accounts Payable Disbursements |
| Andrew Witkoff, |
| Bank of America |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 8/18/2006 |
| Off to the Races Summer Social Event |
| SATMA, |
| SATMA |
| Credits - 0 |
| Program Type - |
| Program Code - |
| CPA Sponsor Code - |
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| 6/14/2006 |
| Order to Pay Process and A/P Automation Initiatives |
| Rob Schnittker, |
| Xign Corporation |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 5/10/2006 |
| The Constantly Changing Financial Environment |
| Dr. Paul Gowens, |
| Texas State University |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 4/12/2006 |
| Managing Foreign Exchange Risk 2006 – 2007 |
| Erich Zarnfaller, |
| Bank of America |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 3/9/2006 |
| Web-based Treasury Systems |
| Keith Thompson and Tracey Ferguson, |
| Thomson Financial |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 2/8/2006 |
| Investments At The State Level |
| Tom Smelker and Mike Samples, Cash and Securities Management Division |
| Texas Comptroller of Public Accounts |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 1/11/2006 |
| 2006 Economic Outlook |
| Keith Phillips, Senior Economist |
| Federal Reserve bank of Dallas-San Antonio Branch |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 12/14/2005 |
| SATMA Annual Meeting - Treasury Trivia |
| Ron Cooley, SATMA President |
| SATMA |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 11/9/2005 |
| Hired or Fired: Directing Investment Management Performance |
| Tracey S. Bedwell, CTP & Daniel O'Grady, Corporate Manager - Investments |
| SBC Communications |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 10/12/2005 |
| Trends in U.S. Treasury Management |
| Terry Henthorn, |
| Treasury Professionals |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 9/14/2005 |
| Check 21: Yesterday, Today and Solutions for Tomorrow |
| Barb Keidrowsky, Vice President |
| Wells Fargo Bank |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/1099 |
| CPA Sponsor Code - 02522 |
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| 8/10/2005 |
| Fraud and Identity Theft |
| Kurt Purdom & Phillip Hinkle, Director, Strategic Support |
| Texas Dept of Banking |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 6/8/2005 |
| Optimizing the Corporate Liquidity Investment Structure |
| Chris Growney, CFA, |
| Clearwater Advisors |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 5/11/2005 |
| Electronic Payment Initiatives and Treasury Management |
| Dennis Simmons, AAP, President and CEO |
| SWACHA |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 4/13/2005 |
| FX Best Practices & USD Outlook |
| Scott Bilter, |
| Merrill Lynch Foreign Exchange |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 3/9/2005 |
| Corporate Citizenship: Public and Private Capital at Work |
| Dr. Debbie T. McAlister, Chair, Department of Marketing |
| Texas State University |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 2/9/2005 |
| Current Trends in Capital Structures |
| Valeria Martinez, Professor of Finance |
| University of the Incarnate Word |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 1/12/2005 |
| Consumer Payment Solutions |
| Felicia Mupo, |
| JP Morgan Chase |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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