Actions and Detail Panel
HRAFP Education Conference Luncheon - Tuesday, April 4, 2017
Tue, April 4, 2017, 11:00 AM – 3:00 PM EDT
Hampton Roads Association for Financial Professionals
Education Conference Luncheon - Tuesday, April 4, 2017
HRAFP now features online, electronic registration for all events.Please use this link to RSVP: http://hamptonroadsafp1.eventbrite.com
11:00-11:45 AM Registration & Networking Time Free for members; $50 for guests
11:45-12:00 AM Buffet Lunch Served - Welcome – Cathy Kincaid, President
12:10 P.M. Speaker Introduction – Cathy Kincaid
12:10 - 1:00 PM “Trends and Electronic Receivables“, including tokenization of payments, invoice presentment and posting transactions to general ledger, Speaker Lexi Custis, VP eReceivables Wells Fargo Bank.
1:10 - 2:00 PM "Core and Emerging Payment Technologies”, Speaker Everett Glass, Sr. Treasury Product Specialist, Bank of America Merrill Lynch.
2:10 - 3:00 PM "Financial Markets Update" including the impact of BREXIT and the foreign exchange markets, Speaker John B. Lewis, Senior Managing Director, Financial Advisor, The Lewis Group, of BBT Scott & Stringfellow.
3:10 p.m. Adjournment
All members and guests should respond no later than April 3, 2017 using this link. If you have questions regarding the registration process, please contact Terry Perkins firstname.lastname@example.org .
REMINDER:This meeting may qualify for three CTP or CPE credits – please sign up at the registration table to receive your electronic certificate.
Don’t forget to complete your survey – we are interested in your suggestions and comments!
REMINDER: UPCOMING MEETING DATES:
o June 13, 2017 Breakfast meeting
Directions to Residence Inn:
Take I-95 North to I-295 North (beltway around Richmond) to I-64 East.
Take Exit #281 (South Military Highway).Immediately get in left lane.
Turn left at first traffic light (Elizabeth Drive).
If coming from Eastern North Carolina, pick up I-64 in Chesapeake, Virginia:
Take exit #282 (Northampton Blvd)
Get in Left Exit Lane and go left at traffic light at the end of the ramp
(you will pass under I-64).
Turn Right onto Military Hwy and enter the hotel parking lot
From Norfolk International Airport:
Follow airport access road to Main Exit.
Take a Left at first traffic light onto Azalea Garden Road.
Then turn left at first traffic light onto Military Highway.
Go under I-64 and turn left at first traffic light (Elizabeth Drive) into hotel.
Everett Glass, Sr. Treasury Product Sales Specialist, Bank of America Merrill Lynch
Everette Glass, Director, is Sr. Treasury Product Sales Specialist, Bank of America Merrill Lynch. Everette has been with Bank of America for 19 years. Everette has been in the payments industry for 16 years and is a subject matter expert on the Bank of America host-to-host and web-based platforms as well as being SWIFT Corporate certified. He is currently working in the Core and Emerging Payment Technologies group which is tracking emerging digital payment technologies and trends around the globe.
Speaker: John B. Lewis
Senior Managing Director, Financial Advisor
John is a founding partner of The Lewis Group and serves as the team’s family
wealth director. He advocates client engagement and deep relationships within the
group’s process is a necessary element to achieve long-term goals. John provides
a consistent review process as well as extensive educational services through
individual/family meetings, conference calls and unique events.
After graduating from Washington and Lee University with a Bachelor of Arts
in History, he began his career in 1986 at Central Fidelity Bank in Lynchburg. John has vast experience in the
financial services industry with prior tenure at Lehman Brother, UBS, SunTrust, and Morgan Stanley. John is also
very active within the Richmond community. He is the former President of the Richmond Chapter W&L Alumni
organization, former Chairman of Western Henrico Ducks Unlimited and past Board Member of Maymont and
the Steward School. John currently serves on the Boards of the Faison School for Autism, Hospital Hospitality
House and the Richmond Chapter W&L Advisory Board. He is also a member of the Virginia Council of CEO’s
and is the Treasurer of Western Henrico Ducks Unlimited and Douglas Freeman Lacrosse Club. John recently
was awarded BB&T Scott & Stringfellow’s John Sherman Leadership Award for his commitment to community
service in the Richmond area. He has also been named to the 2016 Financial Times 400 Top Advisors.
John lives in Richmond with his wife, Libby, and their two sons, Porter and Warner. He enjoys spending time at
the river, coaching youth basketball, being active in his children’s lacrosse careers and managing his family’s beef