| 11/9/2011 |
|
| Jeff Reich, Chief Risk Officer |
| Layered Technologies |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 10/12/2011 |
| AFP Update |
| Anita Patterson, Vice President of the AFP Board or Directors |
| Cox Enterprises |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 9/14/2011 |
| Defending the Castle-From Fraudsters |
| Lisa Noll, Senior Business Operations Analyst |
| USAA |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 8/10/2011 |
| 2011-A Mid Year Economic Update |
| Dr. William Chittenden, Chair of the Department of Finance and Economics |
| Texas State University |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 6/8/2011 |
| The Shape of the Recovery |
| Blake Hastings, Vice President in Charge |
| Federal Reserve Bank of Dallas, SA Branch |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 5/11/2011 |
| Using Data Mining for Risk Assessment and Fraud Control |
| Frank Cortez, Principal Information Technology Auditor |
| Alamo Colleges |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 4/13/2011 |
| The Payment Processing Revolution: How Technology will Change the Future! |
| Jerry Federico, National Product Manager, Enterprise Payments |
| ProfitStars |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 3/9/2011 |
| Frank – more regulatory changes! |
| Gary L. Schweers, Senior Vice President - Regulatory Risk Manager |
| The Bank of San Antonio |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 2/9/2011 |
| Summary of Final SEC Rule 2a-7 and Proposed S&P Rating Criteria Changes |
| Ken Couch, Senior Managing Consultant |
| PFM Asset Management, LLC |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 1/12/2011 |
| Top Ten Predictions for 2011 |
| Tiffany Mock, Assistant Vice President |
| Merrill Lynch |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 12/8/2010 |
| Annual Meeting |
| Tom Moreno, President |
| SATMA |
| Credits - 0 |
| Program Type - |
| Program Code - |
| CPA Sponsor Code - |
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| 11/10/2010 |
| Bank Account Relationships: Controlling Your Analysis Fees and Beyond |
| Steve Weiland, Founder & VP Strategic Development |
| The Weiland Financial Group, Inc. |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 10/13/2010 |
| Managing the Generations |
| Kati Uminski, Training & Development Advisor |
| Valero Energy Corporation |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 9/8/2010 |
| Online Payments – Credit card payments isn’t just for retail anymore |
| Paula J. Foulk and Marie Mui, Merchant/Technical Sales Consultants |
| Wells Fargo |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 8/11/2010 |
| Cyber Threats, What you Should Know |
| Tim Quisenberry, Senior Director Member Services |
| SWACHA |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 6/9/2010 |
| Introduction to Monte Carlo Techniques |
| Micah S. Valine, CEO |
| Plektron Solutions, LLC |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 5/12/2010 |
| State of the State |
| Esperanza “Hope” Andrade, Secretary of State |
| The State of Texas |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 4/14/2010 |
| What is current in the Fraud World….How to protect yourself and your employer |
| Sandy Sullivan, Senior Vice President/Fraud Management |
| Frost Bank |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 3/10/2010 |
| The 2010 Economy: Good Times, Bad Times |
| William Chittenden, PhD, Associate Profesor |
| Texas State University |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 2/10/2010 |
| Texas Banking System Condition and Regulatory Perspective |
| Kurt Purdom, Director of Bank and Trust Supervision |
| Texas Department of Banking |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 1/13/2010 |
| Scams & Fraud: Paper or Plastic |
| Don Zook & Anthony Cantu, Corporate Investigator |
| Valero Energy Corporation |
| Credits - 1 |
| Program Type - B - Professional |
| Program Code - 570.1/1900 |
| CPA Sponsor Code - 02522 |
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| 12/9/2009 |
| SATMA Annual Meeting |
| James Willcox, SATMA President |
| SATMA |
| Credits - 0 |
| Program Type - |
| Program Code - |
| CPA Sponsor Code - |
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| 11/11/2009 |
| Merchant Card Developments |
| Damon Cummings, EVP & COO |
| Value Exchange |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 10/14/2009 |
| How to support our management teams to create Cash |
| Doug Mzyk, Market Leader |
| Accretive Solutions |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 9/9/2009 |
| Counterparty Risk |
| Tracey Ferguson Knight, Director, Service Delivery |
| Thomson Reuters |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 8/12/2009 |
| Enterprise Risk Management |
| Charles Ely, Executive Director Enterprise Risk Management |
| USAA |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 6/10/2009 |
| Overview: Recent Financial Stress and the Fed's Response |
| 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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| 5/13/2009 |
| Doing Well by Doing Good-Why Ethics Matter |
| Bruce Bugg, Chairman |
| Southwest Bancshares |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 4/8/2009 |
| Closing the Loop |
| Ian Fisher, President |
| Supa Doors inc |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 3/11/2009 |
| AFP guidelines for CTP/CCM Recertification |
| Tom Moreno, VP Programs |
| SATMA |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 2/11/2009 |
| Economic Forecast |
| Paul Gowens, PhD, Professor of Economics |
| Texas State University |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 1/14/2009 |
| The Evolution of Mobile Banking |
| Megan Minich, Senior Vice President |
| Wells Fargo Bank |
| Credits - 1 |
| Program Type - B - Professional Seminar |
| Program Code - 570.1/9900 |
| CPA Sponsor Code - 02522 |
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| 12/10/2008 |
| Annual Meeting |
| James Willcox, President |
| SATMA |
| Credits - 0 |
| Program Type - |
| Program Code - |
| CPA Sponsor Code - |
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| 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 - 02522 |
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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 |
| line |
| 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 |
| line |
| 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 |
| line |
| 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 |
| line |
| 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 |
| line |
| 8/18/2006 |
| Off to the Races Summer Social Event |
| SATMA, |
| SATMA |
| Credits - 0 |
| Program Type - |
| Program Code - |
| CPA Sponsor Code - |
| line |
| 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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