


For over 40 years, the Annual SoCal AFP Treasury and Finance EXPO has been the go-to event for treasury and finance professionals across Southern California—and this year, we’re turning it up a notch. We’re bringing the energy, the insight, and the connections to one of the most iconic venues in sports history: the L.A. Memorial Coliseum.
Whether you live for treasury, enjoy a little competition—or both—you’ll score big at this one-day power conference packed with fresh, unbiased content, real-world solutions, and top-tier networking. You’ll hear directly from regional and national thought leaders who’ve dedicated their careers to mastering the complex playbook of treasury and finance.
Earn up to 11.2 CTP and 6.2 FPAC Credits from the Association for Financial Professionals
Score an unprecedented 11.2 x $33 CTP recertification credits from Association for Financial Professionals. (That is an entire year's worth of recertification credits at an average of 10 per year) in ONE DAY for the ultra-low registration fee of $375.
OCT. 9, 2025
Conference Schedule


The #SoCalAFP EXPO is dedicated to providing highly topical sessions in a variety of formats led by industry thought leaders and subject matter experts for attendees to learn from and enjoy. We are in the process of building our program that upon finalization will be submitted to the Association for Financial Professionals for CTP and FPAC recertification credit approval.
7:30 am
Registration & Networking Breakfast
8:00 am
Conference Welcome
8:10 am
Glass Half Full or Empty? Update on the US Economy
Dr. John Min, Monex USA
9:05 am
Keys to the Kingdom: Unprecedented Autonomy, Authority, Access and Control – What Happens When/If a Treasurer Leaves (Suddenly)
Laurel Egan Kenny, Turningpoint Communications; Ray Vines, Coburg University
10:00 am
Payments Pros Tell All: Speed, Limits, Visibility, Data, Security, Use Cases and Recovery
Patricia Mullin, NEACH; John Curtis, Wespay; Tuyet Jerald, Columbia Bank; Disha Lal, East West Bank; Greg Litster, SAFEChecks; Richard Watada, Federal Reserve
10:55 am
Operating in Cash: Chain of Custody, Challenges and Considerations
Monica Cooper, JP Morgan Chase; Brenda Graciano, University of California;
Yana Krapkho Warner Bros. Discovery; Maria Robinson, Vericast; Tony Villaflor, Fortress Armored Services
11:45 am
Networking Lunch
12:30 pm
Uncovering Treasury’s Best-Kept Secrets. Bank Fees, RFPs and Deals
Bridget Meyer, Redbridge DTA
Juan Diaz, Columbia Bank
1:25 pm
Around the World in 50 Minutes - No FX Passport Required
Mary Perez, Multiquip, Inc.; Elie Assaf, International Medical Corps.; Andrew Kositkun, City National Bank; Lauren Kaiser, City National Bank
2:20 pm
Unlocking Value: Treasury Through the Lens of Working Capital
Michael Diekman, Bank of America; Shauna Bradford, Bank of America
3:15 pm
Fireside Chat: Payment Innovation in a Shifting Macroeconomic Landscape
Scott McIsaac, JP Morgan Chase; Ssisi Sandoval, JP Morgan Chase
4:05 pm
Treasury Management and AI: Insights, Lessons, and the Road Ahead
Ernie Humphries, Treasury Webinars; Ken Kruszka, Something FINteresting; Peter Lunenfeld, CurrentWave AI; Zoya Lieberman, Moderator
5:00 pm
Wines Around the World: Countries, Culture, Currency and Cultivation
Raymond Vines, The Vines Guy; Alan Andree, Convera
Call for SoCal EXPO Sponsors
The Southern California AFP invites passionate treasury and finance professionals to join us at our Annual EXPO and support our mission. As a sponsor, you’ll be recognized through targeted promotions, gain direct access to regional industry leaders, and enjoy valuable opportunities for thought leadership and exhibition.
Gold Sponsors ($5000) enjoy a thought leadership opportunity (moderate or serve as a panelist), a reserved table and up to 6 complimentary registrations, branded giveaways and promotion before, during and after the conference.
Silver Sponsors ($2500) enjoy three complimentary registrations, an option to provide branded merchandise to a registration bag or on tables, and recognition before, during and after the conference.
Bronze Sponsors ($1500) enjoy one complimentary registration, an option to provide branded merchandise to a registration bag or on tables, and recognition before, during and after the conference.
*Add an exhibitor package to any sponsorship for $300 to showcase your firm's commitment to the treasury and finance industry.

Los Angeles Memorial Coliseum
The 2025 #SoCalAFP Treasury & Finance EXPO is being held at the L.A. Memorial Coliseum, home of the 1932 and 1984 Olympic Games and the closing ceremonies for the 2028 Summer Olympics.

About SoCal AFP
Organization
SoCal AFP is dedicated to advancing the professional development of finance and treasury professionals across the region. Through educational programs, the chapter supports the growth and success of professionals at all career stages.
Mission
Educating and connecting treasury and finance professionals while advocating for the treasury and finance industry and profession.
Membership
SoCal AFP Membership is made up of Corporate Treasurers, Cash Managers, Commercial Bankers, Consultants, Providers of Treasury Management Products and Services, Government and Municipalities, and Not for Profit organizations across the following well-represented Southern California industry sectors: Entertainment, aerospace, technology, financial services, tourism and healthcare