Menu
Log in
Forgot password
Log in
     
  • Home
  • February Luncheon Event -Wednesday, February 18th 2026 -Financial Leadership Strategies

February Luncheon Event -Wednesday, February 18th 2026 -Financial Leadership Strategies

  • 02/18/2026
  • 11:30 AM - 1:00 PM
  • Salt River Project Office-1500 N. Mill Avenue- Mohave West Room
  • 42

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.
Register

FEBRUARY Luncheon Event 

Date and Time : Wednesday, February 18, 2026 11:30 a.m.- 1:00 p.m. 

Location: Salt River Project Office- 1500 N. Mill Avenue- Mohave West Room 

Neil will present great leadership strategies for Financial Professionals. 

  • Turning tactics into accountability
  • Choosing the right tactics 
  • Aligning strategy with department reality
  • Finance as a strategic partner
  • Telling the story behind the numbers 

Neil Patel

Founder, Patel Advisory Group PC

Neil’s interest in the mechanics of business started early and was influenced by his entrepreneurial family of operators and investors. After graduating from Chicago’s esteemed Loyola University, Neil worked for public and private enterprises affording him invaluable insight and experience into the finance, operations and management functions of businesses in multiple industries. 

Neil launched his practice in 1999. And for nearly 25 years, he has advised hundreds of diverse businesses providing him a uniquely wide scope of real-world, hands on experience. As a result, he understands first hand the challenges and opportunities business leaders face today.

His professional mission has been focused on helping clients navigate today’s complex business environment, increase productivity and grow.   Neil is best known for his perspectives on financial leadership. In this capacity Neil is able to help accounting and finance teams understand and implement processes and effectively communicate the meaningful reporting that transforms data to decisions.

In doing so, Neil is able to help business leaders increase their intimacy and visibility, reduce stress and find professional and personal fulfillment.

Outside of the office, Neil enjoys hiking, camping, traveling, spending time with friends and family and spoiling his chocolate lab, Lily.  

REMINDER: All AFPA events qualify for CTP credit! 

Agenda: 

11:30-12:00 p.m. Attendee arrival and registration

12:00-1:00 p.m. Presentation

Regular members: $50
Guests: $70
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. 

Follow us on LinkedIn

Powered by Wild Apricot Membership Software