What is the AFPA all about? 


The Association for Financial Professionals of Arizona (AFPA) is a group of Treasury Professionals whose mission is to promote the common business interest and increase recognition of financial professionals through the exchange of ideas, educational sessions and networking opportunities. We accomplish this through our nine monthly meetings and an annual conference. During monthly meetings, guest speakers discuss timely and relevant treasury and other related issues.

With many members from the banking community and corporations large and small, the AFPA is a great networking forum. 

Attendance at the monthly meetings and the Desert Summit qualifies members for Certified Treasury Professional (CTP), Financial Planning & Analysis (FP&A) and Continuing Professional Education (CPE) credits.

Contact our management representative Kim Lott at kimlott@kmlmanagement.com or by phone at (303) 883-4152. 

The AFPA is proud to announce the venue and date for their annual Desert Summit Conference for 2022!

Mark your calendar now for sponsorship, exhibiting, speaking or attending. It will be a great day of networking, education and food & beverage. 

Thursday, September 29, 2022

The Heard Museum (https://heard.org/)

2301 North Central Avenue, Phoenix, AZ 



2022 Executive Message

Welcome to the home of the AFP of Arizona!  It’s hard to believe we are already nearing the end of July and summer break and vacation season!  

Our organization consists of finance professionals looking for a home where the members actively find success. We drive the success of our members by providing education in treasury and finance, creating a welcoming and supportive networking environment, delivering connections between companies and talent, and promoting the profession to the greater community. Our membership comprises treasury and finance practitioners from area businesses, banks and other financial solution providers.

We hope that you will join us for our monthly events, both in person and virtual formats, and our Desert Summit which will be on September 29th at the Heard Museum.  Also critical to the success of the organization is membership, and we hope that by joining our events and getting involved you will also aspire to become members. 

As I entered my term as AFPA president in 2022 I notice the evolution of the treasury industry post-COVD is becoming increasingly important to our organizations.  Central to the evolution is education and networking with other financial professionals to contribute in a meaningful way to how our companies enter a more digital world.  I would like to thank our Board of Directors including Mitch Love, Immediate Past President; Mary Lundell, Treasurer; Bob Aggarwall, Membership Chair and Madison Brake, VP & Desert Summit Chair), volunteers, and administrator Kim Lott for all of their leadership to be sure we are bringing the most value to our members by providing relevant and engaging content.

I have been involved with the organization since 2020 and am really proud of the leadership and success over the last few years during the pandemic.  As we exit the pandemic and normalize organizations, social activities and life in general I feel the organization is ready to bring a best-in-class experience to our members and guests.  We began rotating in person venues to include more geographies, adding fun social events like Top Golf and happy hours, up-tiering speakers and presenters and also planning an in-person Desert Summit for 2022. 

Thank you to our members for your continued participation, enthusiasm and support!  Wishing you all a safe and happy summer, and I look forward to seeing you all at an event soon!

Teri Wagner, AFPA President

Upcoming events

11/16/2022 11:30 AM • 2502 E Camelback Rd Suite 140, Phoenix, AZ 85016
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