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 2016 Rocky Mountain Summit- Session Highlights  

The RMAFP annual Summit event is quickly approaching on Thursday, May 5, 2016 at the History Colorado Center.  The Summit Committee has worked diligently to provide members with top class industry experts who will educate and inform members about new and best practices in Treasury and Finance.  After lunch, the conference third set of sessions will continue to educate and inform attendees with the following sessions.

“The Changing Role of the Treasury"

Many company treasurers face challenges as they are asked to take on more and more responsibilities with fewer and fewer resources.

Gabe Guerrero, Director of Treasury and Financial Operations for Vizant, will present and discuss how treasurers can do more with less, best practices for sharing responsibilities with the CFO, and preparing for role transitions.

This session is sure to inspire Treasury professionals who in many cases share responsibilities with the Chief Financial Officer.

“Friend or Fraud – Do you know who you’re talking to?”                                                                                                                  

New fraud techniques, even when utilizing bank products such as positive pay and payment blocks and filters, are exposing companies to material losses that are becoming more difficult to protect against. As the fraudsters become more creative, learn ways corporations can expand the ways they combat fraud by developing awareness and processes beyond Treasury. The definition of ‘risk management’ is also expanding, and becoming a greater part of Treasury’s role, as we protect our companies’ greatest asset … cash.


Level 3 Communications Treasury personnel Rafael Martinez-Chapman – SVP/Treasurer and Anne Tell – Senior Director/Global Treasury, will present evolving cash fraud techniques utilized against corporations. How partnering with internal corporate groups will help identify and prevent this type of fraud. Rafael and Anne will also present how to work with banking partners to ensure utilization of all available banking fraud protection products and establish relationships so that relationship managers might detect unusual communication.


Fraud is an on-going problem in Cash Management. This session is vital to all Finance and Treasury Professionals to not only understand current fraud at hand, but also how to be proactive to avoid.




Make sure that while you are at the Summit that you thank all of our Platinum Sponsors; Wells Fargo, CoBiz, Citywide Banks, US Bank, Bank of America Merrill Lynch, Anaplan and PNC Bank. Without these wonderful people and their support, the Rocky Mountain Summit would not be possible!



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“I began volunteering with RMAFP over a year ago and have had a great time!  The RMAFP is a wonderful organization in and of itself, but the members and volunteers are what made my experiences so fun and rewarding.  I immediately felt welcomed and that my efforts had a direct and measurable impact on the organization and its success.  Now in my 2nd year on the Summit Committee, I am even more excited to be a part of the RMAFP.”

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