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Great Expectations … What banks and companies expect of each other
Thursday, November 18, 2010 from 11:30 AM to 1:00 PM (MST)
Come enjoy this great panel discussion, qualified for CTP credit and a delicious lunch.
AND, join us in celebrating with the PINNACLE AWARD winners!
This session is a panel discussion consisting of two banking associates and three corporate practitioners on the expectations of the financial relationship between the bank and a corporate client. What does each side expect from the other? Are the expectations at odds and how are these reconciled? How important is price? How does product offering and service enter into the decision process? Questions will also be addressed to the panel from the session attendees. Active participation in the discussion will be encouraged from session attendees.
Colleen Bruce, Discount Tire
Ms. Bruce started her employment with Discount Tire in 1988 as an Administrative Assistant to the Sr. VP of Purchasing. After six years she moved into the role of Administrative Assistant to the CFO and took on the cash management responsibilities at the same time. With the desire to grow within the company, she attained the Certified Treasury Professional (CTP) designation in 2003, and was promoted to Director of Cash Management. In 2008, Ms. Bruce moved from the Administrative Assistant role and started a Treasury Department, which she oversees. Ms. Bruce served two terms on the Board of the Assoc. of Financial Professionals Arizona (AFPA) from 2006-2009.
Norman Butler, Bank of America
Norm is Senior Vice President and Market Executive of Bank of America Commercial Banking for Arizona, Colorado, New Mexico and El Paso. He is responsible for 4 offices serving companies with revenues from $10 million to $2 billion in industries including agriculture, retail, fuel services, manufacturing, wholesale and education.
Norm has been in commercial banking for 20 years and is the Past President and current board member of the Enterprise Network, Past President of the Association for Financial Professionals of Arizona and Governor appointee and current President of the Arizona State Board of Charter Schools. He holds a BS and MBA from Arizona State University.
F. Phillips Giltner, Shamrock Foods Company
As the CFO of Shamrock Foods, which distributes food and restaurant supplies throughout the southwest as well as dairy products to all 50 states, Phil manages the banking relations for the firm. Additionally, Phil serves on the board of UMB Bank Arizona, is the Chariman of Heartland Community Bank in Bennett, Nebraska, and served as Chairman of the Official Unsecured Creditors Committee during the Bashas’ bankruptcy proceedings this year resulting in the successful reorganization of the retailer and full repayment of all obligations.
Lynne Herndon, BBVA Compass Bank
Lynne joined BBVA Compass in 2006 from Regions Bank where she served as Executive Vice President and Regional Credit Director. Herndon has 22 years of banking experience including marketing, underwriting, approving and monitoring commercial loans in a variety of portfolios including Middle Market, Asset Based, Corporate, Real Estate, Business Banking and Private Banking.
As Phoenix City President for BBVA Compass since 2008, Herndon oversees the business development activities in Phoenix for commercial lending and commercial real estate lending as well as leads and directs a commercial lending team of 25 employees including sales team leaders, relationship managers and support staff in Phoenix. She is responsible for the approval and ongoing loan administration of a loan portfolio totaling approximately $953 Million in outstanding loans and $1.2 Billion in commitments.
Hector Ortega, Bar-S Foods Co.
As the Assistant Treasurer of Bar-S Foods Co., a $550 million processed meat manufacturer and distribution company which was acquired in September 2010 by Grupo Alfa, a Mexican conglomerate with $9 billion in annual sales, Hector is responsible for cash management, banking, risk management, legal and real estate activities. Hector has a Bachelors degree in Accounting, an MBA and is a CPA.
When & Where
The Association for Financial Professionals of Arizona (AFPA) is a group of Treasury Professionals whose mission is to provide continuing Treasury Education and a local peer network. We accomplish this through our nine monthly meetings and an annual conference. During monthly meetings, guest speakers discuss timely, relevant treasury and other related issues.