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  • June Webinar- Wednesday, June 18, 2025- Treasury with Purpose: Balancing Safety, Yield, and Community Impact

June Webinar- Wednesday, June 18, 2025- Treasury with Purpose: Balancing Safety, Yield, and Community Impact

  • 06/18/2025
  • 12:00 PM - 1:00 PM
  • Virtual
  • 49

Registration

  • Sponsor Benefits-
    1) One piece of marketing collateral can be distributed at the meeting.
    2) One complimentary attendee can attend the sponsored event.
    3) A banner or tablecloth can be on display at the event, plus PowerPoint recognition.
    4) Business cards and additional collateral can be provided at the Registration Table for the event.
    5) Specific mention at the sponsored event including a 2-3 sentence about your company.
    6) Logo will be placed on the website event listing, blast luncheon invites to all contacts as well as social media post about the event.
  • This option is for members who prepaid for meetings.
  • This rate is for our sister organizations with the AFP.
  • This ticket is for the practitioner who has prepaid.
  • This option is for members who did not prepay for meetings.
Register

**AFPA Webinar Event**  Wednesday, June 18, 2025 12:00 - 1:00 p.m. Phoenix Time

All AFPA events are CTP certified, including webinars. FREE to all Individual and Company Full Members! Limited number of Complimentary Passes for any corporate practitioner. Write Kim at kimlott@kmlmanagement.com to get one of these passes. 

Treasury with Purpose: Balancing Safety, Yield, and Community Impact

Treasury professionals are at the forefront of managing cash with precision, balancing safety, liquidity, and yield. Yet, as the role of treasury evolves, there’s an opportunity to do more than safeguard and grow cash reserves. Treasury professionals can drive meaningful impact by aligning their cash management strategies with organizational values by doing good with deposits to supporting underserved communities and local economies while advancing corporate responsibility goals.

This session explores the growing trend of integrating impact into treasury management, with 89% of organizations now allocating a portion of their operating cash to impact investing (2024 AFP Liquidity Survey). Attendees will learn how to meet these evolving demands without compromising on safety, liquidity, or returns.

1.Insights into the current cash landscape and the role of impact through the treasury function.

2.How deposits can foster economic growth in diverse, underserved communities in all 50 states.

3.Supplementing and seamlessly supplementing and amplifying corporate responsibility goals without “writing checks”. 

Brandon Semilof, Managing Director at StoneCastle, has 20+ years of investment and marketing experience. A frequent speaker regarding institutional cash, he launched the first federally insured liquid cash management vehicles for StoneCastle and Vanderbilt Avenue Asset Management, sharing success stories to educate and inspire the industry.

Regular members: $30 | Guests: $50 |Full members: included in annual membership

Payment is by WildApricot Affinipay. Please register even if you have a full membership so that we have an accurate attendee count.


AFP of Arizona | Administration by KML Management
at 303-883-4152 kimlott@kmlmanagement.com 
© Association for Financial Professionals of Arizona

AFP of Arizona is a 501(c)6
non-profit organization. 

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