NWAFP | Northwest Association for Financial Professionals

Thank you for joining us at our inaugural (2024-2025) in-person NWAFP educational sessions at the WAC yesterday! It was our first time showcasing the new in-person meeting format. Did you enjoy it? As a local non-profit organization run by volunteers passionate about financial professionalism, we value your feedback on the sessions and the new format. We want to hear from you! #CTP #AFP #NWAFP #education #networking #accounting #treasury

See you in a few hours! This month our session meeting is today, featuring our new in-person format, and it's our first in-person session of our 2024-25 season! Whoop Whoop! New format = TWO sessions for the price of one! ?? Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission)

Look, there is still time to register and attend! This month our session meeting is on Wednesday November 20th, and with our new in-person format, and our first in-person session of our 2024-25 season! Whoop Whoop! New format = TWO sessions for the price of one! ?? Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission) CTP credits earned.

Looking for more capital for your buck? This month our session meeting is on Wednesday November 20th, and with our new in-person format, and our first in-person session of our 2024-25 season! Whoop Whoop! New format = TWO sessions for the price of one! ?? Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission) Get your CTP Credits here, when you attend our educational sessions! The networking is a bonus! ??

Register and join us at our session meeting on Wednesday November 20th, with our new in-person format, and our first in-person session of our 2024-25 season! Whoop Whoop! New format = TWO sessions for the price of one! ?? Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission) CTP credit earned when you attend our educational sessions. Sounds like a bonus to me!

Don't forget to register and join us at our session meeting on Wednesday November 20th, with our new in-person format, and our first in-person session of our 2024-25 season! Whoop Whoop! New format = TWO sessions for the price of one! ?? Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission) Like what you see? Tell a colleague or a peer, did we mention you can earn CTP credits here?

Looking for more capital for your buck? This month our session meeting is on Wednesday November 20th, and with our new in-person format, and our first in-person session of our 2024-25 season! Whoop Whoop! New format = TWO sessions for the price of one! ?? Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission)

Wednesday November 20th! Join us for our new in-person format, and first in-person session of our 2024-25 season! Whoop Whoop! Two sessions for the price of one! Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission)

This month our in session meeting is on Wednesday November 20th! Join us on the 20th for our new in-person format, and first in-person session of our 2024-25 season! Whoop Whoop! Two sessions for the price of one! Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission)

Register for our November session! Wednesday November 20th join us for our new in-person format, and first in-person session of our 2024-25 season! Whoop Whoop! Two sessions for the price of one! ?? Session One: Treasury Systems: ERP Conversions, Automation, Implementation, Oh my! You’re thinking about employing new technologies in your business (e.g. purchasing a new ERP/Treasury System or leveraging the latest advances in process automation).?What are the best practices and pitfalls to avoid when embarking on a technology project? Our Panelists include: Paul DeCrane: Partner, Americas Practice Leader at Zanders Anita Bubna: Director, Treasury and Finance Transformation at PWC Andrew Doll: Business Analysis Manager at Starbucks Session Two: Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments Mastering influence is a key part of thriving in the corporate world. It is especially true in finance and treasury, where teams must work with various internal and external stakeholders to execute strategies. How do you ensure you and your team have a seat at the table? What are some strategies and tactics to focus the organization on issues needing to be addressed? Our Panelists include: Morgan Collins: Impact Investments Director, Microsoft Eric Fries: Senior Vice President, Commercial Banking Leader, KeyBank To register for this event and become a member of the NWAFP ?? Click on the link below: www.nwafp.org What to expect for the flow of the day: The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Schedule: 12 Noon: Doors open for networking 12:30-1:00: Lunch (included in admission) 1:00-2:00: 1st?Education Session 2:00-2:15: Break 2:15-3:15: 2nd?Education Session 3:15-5:00: Networking Happy Hour?(included in admission)