The Nebraska Association for Financial Professionals
2017 Annual Conference
Economic Changes
The Effects On Payments And Risk Management
Join us for a day of education and networking
Currency Risk Management
Description: In this session we'll discuss the implications of managing/hedging currency risk. What types of exposure are companies hedging, what are the objectives they're trying to achieve and what types of hedging tools are most commonly used for mitigating currency risk. Lastly we'll cover the regulatory landscape and requirements of being enabled to use swap transactions.
Bio: Mary Henehan joined US Bank Foreign Exchange in 2001, primarily covering clients in the Commercial, Community, Leveraged Lending and Food/Ag divisions. Today she is Co-Head of Commercial Banking FX Sales. Mary and her team provide payment and risk management services to clients within the Commercial & Community banking divisions. Prior to joining US Bank, Mary spent 15 years in the FX group at Wells Fargo. She attended the University of Minnesota and Augsburg College in Minneapolis.
Virtual Currencies
Description: To date, Bitcoin has probably been the virtual currency garnering the most publicity—be it good or bad. The underlying blockchain technology behind Bitcoin and other virtual currencies has also been receiving much attention from the financial industry, with a number of financial institutions and other entities currently exploring potential use cases for it. This session will provide attendees with a fundamental overview of virtual currencies—Bitcoin and others—as well as blockchain technology.
Bio: Matt Davies, CTP, AAP, CPP, is an Assistant Vice President at the Federal Reserve Bank of Dallas. He has over 19 years of experience in the payments industry, over 16 of those with the Federal Reserve Banks. He has also served as ACH & Wire Product Manager for a commercial bank, and as a product manager in the bankcard industry.
Matt is currently the president of the Dallas Association for Financial Professionals and serves on the board for Jubilee Park & Community Center in Dallas.
A native of St. Louis, Missouri, Matt graduated from William Jewell College in Liberty, Missouri, with a Bachelor of Arts in Political Science and History in 1997, and from the Graduate School of Banking at the University of Wisconsin, Madison, in 2013.
How To Bring Out The Best Version Of Yourself
Description: This fun and exciting presentation will be for anyone who wants to improve. Everything is possible when you bring out the best version of yourself. No matter whether you’re young, old, or somewhere in between, you can always make a choice to become the best you can be. Everything in your life will change once you make the decision to BE THAT CHANGE. When you have the attitude that everything is possible, your positive outlook will be boundless, you will set high goals, and you will expect more out of yourself. You will be bold enough to get out of your comfort zone and challenge yourself to enter areas that the old you would never have imagined and you can do all of this with a sense of humor and not always take ourselves so seriously. When your mission is to bring out the best version of yourself, you may be surprised to find that it’s easy to bring out the best in others.
Bio: Van Deeb is a native of Omaha. After playing football at the University of Nebraska Omaha he attended a real estate specialty school in Dallas Texas. Van sold real estate in Dallas for 10 years before moving back home to Omaha to open up DEEB Realty in 1993. Van started his company with just himself out of his basement and grew it to one of the largest Real Estate firms in the Midwest with over 350 agents in only 15 years. Van sold DEEB Realty in January of 2009 and now travels the country inspiring and motivating sales and customer service people to be the best they can be.
A Few of Van’s credentials:
• Over 100 sales and business awards
• Former TV and Radio talk show host
• Author of 4 books on Sales and Customer Service
• Inducted into Burke High Hall of fame
• UNO man of the year in 2000
• Motivational and Inspirational speaker
• Omaha Planning Commissioner since 2009
Latest Developments in the Payments Landscape
Description: There’s no doubt the payments landscape is shaping up to look very different! Everything in the payments industry suggests that payments will be faster by 2020, but just how fast? What will happen to legacy payments like check and wire? Will we look to companies and financial institutions to use a brand new payments system, or will the current technology, like ACH, be able to accommodate the speed that consumers and businesses are demanding? We will take a look at the current faster payments technologies that exist today and give you insight into new payments products. This session will also help you make sense of all of the buzzwords thrown around when discussing faster payments, like APIs, Account Validation and ISO 20022.
Bio: Brian Laverdure is the Director, Emerging Payments Education for EPCOR, the largest Regional Payments Association in the US. Brian is currently responsible for developing and presenting EPCOR’s training on emerging payments technology and trends, with a particular focus on faster payments. Brian obtained his AAP in 2013. He holds a Bachelor’s degree in History from UNC-Asheville and a Master’s degree in American History from UNC-Greensboro.
What in the World is Going On?
An Economic Outlook
Description: What is the World is Going On – Takes a look at various world transformations that are occurring right before our eyes.
- Religion
- The Emergency of the Third World.
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- Population Implosion/Explosion
- Emergence of Africa
- It tastes Like Chicken
- An Urban Planet
- The Aging of the Western World
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- Aging Gracefully
- Taming Immigration
- Wait - We need you!!
- It’s a Girl’s Life
Building on those 3 themes I discuss how best to manage money in a global world. Finally I provide our insights into the current economy, interest rates and investing.
Bio: Joe Heffernan has gained a wide array of knowledge and expertise in his field, providing investment management, estate planning and trust services for over 30. Prior to his position with Great Western Bank, Joe was President of Wealth Management for an Iowa based bank and President of a Registered Investment Advisor and Trust Company before that. Serving as trust counsel for a $5 billion bank trust department and working in the private practice of law also fills Joe’s experience. Joe received his Bachelor of Science and Master’s degrees from Utah State University and his Law degree from University of Iowa
RECERTIFICATION CREDITS
CTP/CCM - Approved for up to 5.0 recertification credits
(4.8 CTP +1.2 Career Development)
FP & A - Approved for up to 2.4 recertification credits
AAP - Approved for up to 4.8 recertification credits
CPE - Approved for up to 4.0 recertification credits
