Rocky Mountain Association for Financial Professionals
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Rocky Mountain AFP


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Wednesday, January 28,2014 2:00 p.m.-3:00 p.m.

Webinar- 1 hour presentation

Basel III: The Corporate Perspective


The regulations implementing Basel III in the US have been released and banks are analyzing the impact for their operations. While directed at banks, the regulations are likely to have a major impact on corporate treasuries as well.Basel III will almost certainly change the prices corporates pay for their banking services. It also has the potential to completely reshape the relationships between corporates and their banks. Have you examined how Basel III will affect you and taken any steps to deal with the impact of the new regulations? This webinar examines the impact of Basel III from the corporate point of view and will address both of these questions.



Dan Blumen

Dan is a founding partner of Treasury Alliance where he leads consulting engagements dealing with working capital management, treasury design, bank group selection and other global treasury issues. Prior to co-founding Treasury Alliance in 2002, he was Managing Director of Knowledge Management Applications, a firm he founded in 1998. Blumen was with Bank of America in Chicago and also in Singapore where he managed the ASEAN region of the Global Payment Services Group. He also worked for Citibank in Chicago and in London where he had pan-European management responsibility for cash management business development. He has worked with large multinationals and emerging international companies and shares his experience as an author and as a frequent speaker at cash management gatherings worldwide. Dan received his BA in economics, magna cum laude, from Syracuse University and his MSIA from the Tepper School of Business at Carnegie-Mellon University. His invention for cleaning glass-lined reactors has been patented in Canada (#1199550). He is a certified treasury professional.

Mark Webster

Mark has over 35 years of experience in all areas of payments and treasury and risk management; and has worked with domestic and international clients in a wide variety of industries, including financial services, retail, insurance and government. He has significant financial services industry experience, having worked for both regional and money center banks in a variety of roles including: CIO, Treasury Services Product Manager, and head of Payments Operations and Check Processing. Mark is a board member and Past President of NEOTMA , the Northeast Ohio Treasury Management Association and serves on the CTP Body of Knowledge Committee of the AFP.  He is the principal author of The Essentials of Treasury Management, 4th ed., and has authored articles on the payments industry, risk management, and operational transformation for a variety of publications. Mark is a frequent speaker and lecturer on both alocal and national level and is on the faculty of The Payments Institute, The Institute of International Payments, and The Global Treasury Forum.

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2014-2015 Monthly Event Schedule

Wednesday, January 28th 2:00-3:00 p.m.

Second Webinar

Basel III

Price$30 or included in your Pre-Paid Package

Wednesday, February 18th 11:45 a.m.-1:30 p.m.

Fourth Luncheon Event

What Keeps the CFO/Treasurer Up at Night?

Maggianos DTC- Clinton Street off of Dry Creek

Price $35 or included in your Pre-Paid Package

Wednesday, March 4th 11:15 a.m.-1:30 p.m.

Practitioner Roundtable

3 Facilitators and 3 Topics TBD

CU Denver Offices- Downtown Denver at 1800 Grant

Price $25 

Wednesday, March 11th 2:30 p.m.-5:30 p.m.

Spring Field Trip & Networking Event

Location TBD 

Price $35 

Wednesday, April 8th 11:45 a.m.-1:30 p.m.

Fifth and Final Luncheon of Season/Annual Membership Meeting

Speaker and Topic TBD

Maggiaonos Downtown 

Price $35 or included in your Pre-Paid Package

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