Resources
PUBLICATIONS
- Financial Career Options for Professionals
- Understanding Career Choices in Finance
- Attracting Millennials to the Financial Services Industry
- Resume Tips for Financial Professionals
- Everette Glass – Core & Emerging Payment Technologies (PDF)
- Alexandra Custis – Driving Collections & Improving AR Efficiency (PDF)
- B. Carraway – An Overview of Electronic Payments (PPT)
- John B. Lewis – Financial Markets Update – Spring 2017 (PPT)


TREASURY LINKS
- Hampton Roads Chamber of Commerce
- American Banker’s Association
- Association for Financial Professionals
- Board of Governors for the Federal Reserve System
- Commonwealth Association for Financial Professionals
- East Pay
- Federal Reserve Bank of Richmond
- Greater Washington Association for Financial Professionals
- Mid-Atlantic Association for Financial Professionals
- NACHA-The Electronic Payments Association
- TreaSolution Treasury Management Resources
- United State Department of the Treasury
PAST MEETINGS

2017 Events:
February 2017 Economic Conference Presentation
Click here for “An Economic Forecast for United States and Hampton Roads”
Click here for “757 Angels”
2016 Events:
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
2014 Events:
February 2017 Economic Conference Presentation
Click here for “An Economic Forecast for United States and Hampton Roads”
Click here for “757 Angels”
2012-2013 Events:
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
2011-2012 Events
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
2010-2011 Events
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)