Upcoming Events

    • February 18, 2021
    • 11:30 AM - 12:30 PM (CST)
    • Virtual
    Register

     

     RFP Process: Practitioner and Banker Viewpoints

    In this session we will be talking about both sides of a Commercial Banking RFP and exchange viewpoints from both the practitioner (Darci at OPPD) and banker (Greer at US Bank).  Why it was necessary, how long it took, lessons learned, and things to consider before taking on the process.


    Darci Schaecher, CTP

    Lead Cash Manager at Omaha Public Power District

    Although the treasurer of any company isn’t the most visible role, she appreciates that her current position at OPPD makes a positive impact within her adoptive community.  Previously, she was a Senior Mutual Fund Accountant at NorthStar Financial Services.    She received her Bachelor’s degree in Business Administration from the University of Missouri-Kansas City and passed the CTP certification in January 2019.  Darci is originally from Kansas City and has lived in Omaha for the past 8 years with her husband Corey and 2 children Lucas and Emily.


    Greer Almquist 

    Vice President, Government Banking at U.S. Bank

    Greer joined U.S. Bank in 2011 as a government banking relationship manager and worked with public fund entities in Missouri.  The group of customers that he supports are state governments and different agencies within the state, cities, counties, school districts, parishes and public power.  In 2012, Greer moved to Nebraska to continue to work with public fund entities throughout Nebraska, South Dakota, Wyoming, Oklahoma, Louisiana and Texas.  Greer relocated to Dallas in the summer of 2020 and continue to work with public entities in Texas, Oklahoma, Nebraska. Arkansas and Louisiana. As a government banking relationship manager, Greer provides support for a wide range of bank products such as; treasury management, merchant processing, prepaid cards, purchasing cards, corporate trust, investments, custodial services, leasing and credit services. 

    Greer received his Master of Business Administration from Webster University in 2008 and my Bachelor of Arts in Political Science from the University of Missouri in 2000.


    Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

    Approved for 1.0 CPE recertification credit by the NE Board of Public Accountancy.


    • March 18, 2021
    • 11:30 AM - 12:30 PM (CDT)
    • TBD
    Register

     
    Impact of Virtual Payment in a Virtual World

    The word virtual has become our part of our everyday vocabulary, we must also look at how our organizations should enhance how we do business. During this session we will discuss some of the latest fraud trends, the importance of know your customer/client and how a virtual environment can impact the risk of doing business.



    Karen (Sylvester) Nearing, AAP, APRP, CAMS, CRCM, NCP I Director, Compliance Education

    EPCOR Electronic Payments Core of Knowledge

    Karen (Sylvester) Nearing is the Senior Director, Regulatory Compliance Education for EPCOR. She joined EPCOR in 2007, fulfilling various positions, including facilitating educational seminars and offering consulting services on payment systems rules. Her primary focus is helping financial institutions navigate the complex world of regulatory compliance. 

    Karen stays current on existing and proposed initiatives and laws to support EPCOR member organizations and to provide the highest-quality education. She also assists financial institutions with identifying deficiencies and recommends sound controls based on regulatory guidance.   

    Karen began her career in 1994 as a teller and worked her way up to Assistant Vice President at a Kansas City financial institution.  Her vast responsibilities included Bank Secrecy Act and Regulation E compliance, Internet Banking, Wire Transfer and Automated Clearing House (ACH). 

    Karen received her Accredited ACH Professional (AAP) designation in 2005, the National Check Payment (NCP) designation in 2012, the Certified Regulatory Compliance Manager (CRCM) in 2015, Certified Anti-Money Laundering Specialist (CAMS) in 2018 and the Accredited Payments Risk Professional (APRP) in 2019. She earned a Bachelor of Science degree in Management in 2002 from Baker University.


    Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

    Approved for 1.0 CPE recertification credit by the NE Board of Public Accountancy.


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