May Luncheon Event
Date and Time : Wednesday, May 15, 2024 11:30 a.m.- 1:00 p.m.
Location: Bell Bank- Camelback Lakes – 2730 E. Camelback Road, Phoenix Training Room
Topic: What Keeps the Treasury Professional Up at Night?
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
Moderator: Desiree Outcalt, VP Commercial Bank, Bell Bank
In her role as a commercial banker, Desirae specializes in helping those who have complex deposit and treasury needs. She enjoys meeting new people and businesses, learning about what they need from their bank and then executing that course for them.
Originally from Tacoma, Wash., Desirae worked her way up in finance – starting as a part-time teller at an Arizona credit union and eventually running its second largest branch! Since 2006, Desirae served as a bank branch manager, operations manager for back-end processing, treasury sales, and most recently as a business banker at Parkway Bank prior to joining Bell Bank in 2020.
Having worked in branches, operations and treasury, Desirae has a deep understanding of regulatory and compliance requirements. Desirae is also AAP-certified, which means she is able to provide further value helping clients remain compliant, understand electronic processes, and become more efficient and cost-effective when paying their employees or vendors.
Desirae has been recognized as an Arizona community activist and trailblazer and was named to the list of Most Influential Women in Arizona in 2017 by Arizona Business magazine.
Mike Peterson – Treasury Manager at Viad Corp
Mike is an experienced treasury professional with nearly 10 years of treasury experience. Mike moved to Phoenix from Milwaukee, Wisconsin in March of 2023 and has been at Viad for the last two years. Viad is a leading global provider of extraordinary experiences, including hospitality and leisure activities, experiential marketing, and live events through two businesses: Pursuit and GES. Mike is honored to have joined the AFPA board this year as membership chair and is excited about the future of the AFPA.
Jermal McDaniel, CTP- Treasury Manager, Array Tech
Accomplished finance practitioner with 18+ years of comprehensive experience in treasury operations, risk management, and cash flow analysis.
Successfully managed a wide range of financial transactions, including liquidity management, debt and equity financing, foreign exchange, and investment management.
Highly skilled in navigating complex financial structures and developing strategic solutions which have consistently resulted in improved financial performance for the organizations that I have been associated with.
Results driven, “team first” focused leader, with a proven record of building fully cross-trained customer service-oriented teams, resulting in increased efficiency and reduced costs.
Excellent verbal and written skills, strong analytical skills, with an innate ability to multi-task in high stress, deadline driven environments.
- Jeff O’Brien has been with Surgery Partners since March 2018. He was promoted to Vice President & Treasurer in July 2022 after serving as the Vice President, Treasury since March 2019. Jeff joined SP as the Vice President, Transformation. Jeff has responsibility and oversight for Treasury, Corporate Insurance, Payroll, Accounts Payable and the Environmental, Social and Governance (ESG) programs for Surgery Partners. Jeff has extensive treasury and change management experience, leading significant efforts to transform and modernize the Treasury, Accounts Payable & Corporate Insurance programs through process improvement and technology enhancements.
- Jeff’s past employment includes leading Treasury, Tax and Domestic Benefit Plans as VP, Treasurer at CTB, Inc. (a Berkshire Hathaway Company). Prior to CTB, Jeff spent over seven years at Elevance Health (f/k/a Anthem), with most of that time in Treasury, leading cash management and participating in bond deals, capital level management and debt management in the capital management group. Jeff has three business degrees, including his MBA from Indiana University, bachelor’s degree in finance from Butler University and bachelor’s degree in accounting from Western Governors University. Jeff is a Certified Treasury Professional.
Dan Roach is a Treasury Manager at Salt River Project, a community based electric utility, primarily focused on raising capital and liquidity.
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.
