Resources

February 2017 Economic Conference Presentation
Click here for “An Economic Forecast for United States and Hampton Roads”
Click here for “757 Angels”

August 23, 2016 Breakfast Meeting Presentation
Click here for “Evolution of Healthcare Consumerism”

June 14, 2016 Breakfast Meeting presentation
Click here for “Investing Frameworks 4 Others” Presentation

April Education Conference
Click here for April 2016 Education Conference Presentation

February 2017 Economic Conference Presentation
Click here for “An Economic Forecast for United States and Hampton Roads”
Click here for “757 Angels”

Tuesday, October 8, 2013
Topic: “A Whitman’s Sampler of Current Electronic Payment Initiatives”, Speaker: Norman Robinson, President & CEO, East Pay
Click here for Presentation 1

Tuesday, August 12, 2013
Topic:The Function and Dysfunction of the US Congress and the Impact on Business for Hampton Roads

Tuesday, June 11, 2013
Topic: Managing Your Career in a Treasury Profession — Central to Your Quality of Life”

Tuesday, April 9, 2013

Topic: Education Conference

Tuesday, February 12, 2013
10:30 – 2:00 p.m.
Economic Outlook Luncheon
Topic: When to Convert to Cash
Topic: Economic Review of the U.S. Economy and Hampton Roads
Topic: Virginia’s Economy and Business Development

Tuesday, December 11, 2012
8:30 am – 10:00am
Breakfast Meeting
Speaker: Mel Steals, PNC Director
Topic: Invoice Automation

Tuesday, August 14, 2012
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Speaker: John B. Lewis, Morgan Stanley Smith Barney, LLC
Topic: The Global Policy and Politics Vacuum

Tuesday, June 12, 2012
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Speaker: Rodney Oliver, Deputy Executive Director and CFO for the Virginia Port Authority
Topic: Overview of the Port of Virginia 

Tuesday, April 24, 2012
12 noon – 5:00 p.m.
Education Conference
Presentation 1 
Presentation 2 

Tuesday, February 14, 2012
12 noon – 1:30 p.m.
Economic Outlook Luncheon
Presentation 1 
Presentation 2 

Tuesday, December 13, 2011
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Topic: Migrating from Paper to Electronic Payments 
Speaker: Thomas L. Rosa, SVP, Senior Electronic Payments Specialist

Tuesday, October 18, 2011
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Topic: Investing in a AA+ World 
Speaker: John Lewis 

Tuesday, August 16, 2011
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Topic: Cyber Crime
Speaker: Stephanie M. Ross and Nichole M. McGowan 

Tuesday, June 10, 2010
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Presentation 1 

Tuesday, April 19, 2011
12 noon – 5:00 p.m.
Education Conference
½ day seminar (Includes lunch, sessions, cocktail hour)
Presentation 1 (PowerPoint)
Presentation 2 (video)

Tuesday, February 15, 2011
12 noon – 1:30 p.m.
Economic Outlook Luncheon
Presentation 1  (PowerPoint)
Presentation 2  (PowerPoint)

Tuesday, December 14, 2010
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Speaker: Sue Miller, Wells Fargo 
Topic: “Borrowing 101” (PowerPoint)

Tuesday, October 19, 2010
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Speaker: Kimberly Bonzelaar, Senior Vice President, Merchant Services and Nicole Epp, CTP, Senior Vice President, Treasury Management
Topic: “Solutions to Improve Cash Flow – What Business Owners Need to Know”(PowerPoint)

Tuesday, August 17, 2010
8:30 a.m. – 10:00 a.m.
Breakfast Meeting

Tuesday, June 15, 2010
8:30 a.m. – 10:00 a.m.
Breakfast Meeting
Speaker: Julie Shields, Federal Bureau of Investigation
Topic: Public Corruption

Tuesday, April 20, 2010
12 noon – 5:00 p.m.
Education Conference
½ day seminar (Includes lunch, sessions, cocktail hour)
Presentation 1 
Presentation 2 
Presentation 3 
Presentation 4 

Tuesday, February 16, 2010
11:30 a.m. – 2:00 p.m.
Economic Outlook Luncheon
Presentation 1 (PowerPoint)
Presentation 2 (PowerPoint)
Presentation 3 (PowerPoint)