Rocky Mountain Association for Financial Professionals
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MARCH  2015

Rocky Mountain AFP


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Practitioner Only Roundtable Event @ CU Denver Offices-Downtown Denver @ 1800 Grant, 5th Floor

Wednesday, March 4, 2014 from 11:15 a.m.-1:30 p.m.

11:15-11:30 a.m. arrival and check in

11:30-12:00 networking and lunch

12:00-12:35 Table #1

12:35-12:45 short break

12:45-1:20 Table #2

1:20-1:30 p.m. recapsfrom table facilitators

Inour 6th annual Practitioner Roundtable Event, in addition to networking and lunch, we will have 3 topic tables and you will choose 2 to participate in for 35 minutes each. 


  • Treasury and IT- Working together?

A recent global survey reports that Treasury departments are now being targeted in elaborate phishing, social engineering and hacking attacks. With the growing complexity of the technology infrastructure, data storage surface, and multiple access points for cyber threat, internal monitoring and surveillance strategies by the organization as a whole may not be covering theassets treasury protects.  Discuss what practical measures treasury organizations can take to protect themselves from cyber attacks.

Co-facilitated by Joe Tinucci, University of Colorado-Treasurers Office and John Walthier, Prologis.

  • Treasury In Practice

Discuss key concepts, including centralized versus decentralized treasuryoperations, risk management and ways to provide efficiency through automation. Discuss bank products, services and technologies, including where theyare globally available, and how you apply them in your daily Treasuryoperations.  Discuss differences in how these vary by industry, globaloperating locations and company/staff size.

Co-facilitated by Rafael Martinez-Chapman, Level 3 Communications and Anne Tell, Level 3 Communications.

  • Budgeting/Planning Process- Treasury andFP&A Intersect

    Discussion around how Treasury,FP&A work towardsthe annual budgeting and strategic planning process. How is it done at yourcompany?

    Co-facilitated by David Colson, Square Two Financial and Beth Newton, Foothills Animal Shelter.


Dr. CK Bray, our 2015 Rocky MountainSummit Keynote, has built a loyal following on his podcasts, presentations andarticles over the years and it is easy to see why. When Dr. Bray decided tostart a Career Revolution, he took his observations and experience in thecorporate world and used his knowledge to help others to have more fulfillingcareers and lives.


Dr. Bray has been coaching others to achieve happiness intheir careers since 2002.  He has worked with Fortune 500 companies, smallbusiness and every type of group in between teaching them his vision of ameaningful life. Dr. Bray graduated from the University of Oklahoma with a PhDin Organizational and Adult Development and holds an M.B.A and a degree incommunications.  He resides in Arizona and loves spending time outdoorstraining as a Triathlete!


Dr. Bray bases his presentations onthe idea that it is important to make work meaningful. For the Summit, we will have the opportunity to hear his great ideas for Coaching to create a Culture of Excellence for Finance Teams.  We all work in teams, internally or even as we partner with our trusted advisors and customers to determine the best financial solutions for the company. I am looking forward to this engaging, informative session where wewill learn how to communicate, coach, and increase performance, all whilecreating a fulfilling and meaningful career. Dr. Brays humor and applicationof theory will provide each participant with a clear view on what they canpersonally do to reach their career potential.

We all want our career to be a rewarding part of our life since we spend so much of our time engaged in work. We are passionateabout our jobs, but we are just as passionate the other parts of our life. Dr.Bray will help with the tools we need. One important part of this process ishow we deal with change. Dr. Bray puts it like this; I waited for the change to come to me and then one day I realized I was going to have to make the change happen. If we are prepared to then we can start a CareerRevolution of our own.

Make sure you register soon to attend the 2015Rocky Mountain Summit so you do not miss out on this great presentation. TheSummit will be Thursday, May 7th at the MarriottDenver Tech Center. You will be glad you had the chance to hear more of Dr.Brays innovative ideas to take your life and career to a new level.

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