Socal Expo / 2021 Exhibitors

SoCal AFP would like to thank our 2021 sponsors

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2021 Sponsors

Bank of America


Michael Hards
520 Newport Center Dr., 11th Fl.
Newport Beach, CA 92660
http://www.bofa.com

At Bank of America, we ask this question every day of all those we serve. It is at the core of how we live our values, deliver our purpose and achieve responsible growth. By asking this question, we continue to learn what matters most to our clients, our employees and our shareholders. It helps us start a conversation centered on our commitment to use our capabilities to help those we serve be successful. Because we recognize that we can only be successful when the individuals, companies, communities and employees we serve are able to reach their vision of success.

Banner Bank


Kim Feder
3130 Wilshire Blvd. Ste. 250
Santa Monica, CA 90403
Phone: (310) 883-1135
Kimberly.Nichols@bannerbank.com
https://www.bannerbank.com/

At Banner, we 'Do the right thing.' Our motto, 'Do the right thing,' is much more than a slogan at Banner Bank. It's truly what we expect of our employees and one another as colleagues.

Boston Private


Monica Cooper
Phone: (626) 421-7118
mcooper@bostonprivate.com
https://www.bostonprivate.com

Whether you are an individual or working on behalf of your organization, we strive to understand what drives you so that we can help you live and work the way you want.

City National Bank


Meredith Oldorf
Phone: (213) 673-9421
meredith.oldorf@cnb.com
https://www.cnb.com/

City National is a full-service bank that offers a complement of banking, trust and investment services. Our 5,500 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families. From our humble beginnings as a community bank to our relationship to Royal Bank of Canada, City National focuses on crafting personalized banking experiences for our clients.

Dreyfus Cash Investment Strategies


Kevin Brown
200 Park Ave.
New York , NY 10166
Phone: (212) 922-8920
brown.kh@dreyfus.com
https://www.dreyfus.com

Dreyfus Cash Investment Strategies offers a full array of money market funds and select offshore liquidity funds. Dreyfus is one of the largest money market managers in the industry and offers a wide array of strategies to match the unique cash management needs of a wide variety of clients. We are available through many distribution points, including investment portals, bank capital markets desks, as sweep options with custodians and trustees, and directly as well.

Fifth Third Bank


At Fifth Third Bank, we pride ourselves on our community involvement. In 1948, we became the first financial institution in the United States to establish a charitable foundation. Today, we continue to invest the time, resources, and people to help improve lives in the communities we serve.

FIS


Robert Olson
Phone: (214) 679-1196
robert.olson@fisglobal.com
https://www.fisglobal.com/

We lift economies and communities by advancing the way the world pays, banks and invests

FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today's fast-changing competitive landscape and help our clients run, grow and achieve more for their business.

HighRadius


HighRadius is a Fintech enterprise Software-as-a-Service (SaaS) company that leverages Artificial Intelligence-based Autonomous Systems to help companies automate Accounts Receivable and Treasury processes.

J.P. Morgan


Lahni Venable
Floor 9, 2200 Ross Ave.
Dallas, TX 75201-2787
Phone: (214) 965-2690
lahni.j.venable@jpmorgan.com
https://www.jpmorgan.com/global

J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. As announced in early 2018, JPMorgan Chase will deploy $1.75 billion in philanthropic capital around the world by 2023. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.

Kyriba Corp.


Cara Sidoti
4435 Eastgate Mall Ste. #200
San Diego, CA 92121
stuart.smith@kyriba.com
https://www.kyriba.com/

Kyriba is the global leader in cloud treasury and finance solutions, delivering mission-critical capabilities for cash and risk management, payments and working capital solutions.

Orbit Treasury Solutions


Chris Matthews
533 Airport Blvd, Ste. 400
Burlingame, CA 94010
Phone: (415) 613-1879
chris.matthews@orbit-tms.com
http://www.orbit-tms.com/

Recent economic and financial events have elevated treasury's role within corporations throughout the world. With this deeper appreciation comes increased attention and scrutiny by senior executives, board member, auditors and other stakeholders. Acknowledged as the financial nerve center, Treasury is moving away from relying on manual spreadsheets as their primary tool for reporting, data collection and analysis. Orbit's suite of products are powerful tools designed specifically to meet these increasing demands, allowing treasury departments to exceed expectations with existing personnel. In a business environment where success requires doing more with less, Orbit is the smart solution.Our goal is Simplicity, Control & Automation

PNC Bank


Michael Rosenberg
11777 San Vicente Blvd.
Los Angeles, CA 90049
Phone: (310) 207-7510
michael.rosenberg@pnc.com
https://www.pnc.com/en/personal-banking.html

PNC offers a wide range of services for all our customers, from individuals and small businesses, to corporations and government entities. No matter how simple or complicated your needs, we're sure to have the products, knowledge and resources necessary for financial success.

SafeChecks


Robin Johnson
Phone: 800-755-2266
robin@safechecks.com
https://www.safechecks.com/

SAFEChecks, "The Check Fraud Specialists" manufactures the finest high security checks in America. We began in 1993 as a division of a Southern California business bank battling an epidemic of check fraud. Check fraud attempts at the bank had skyrocketed from $90,000 to $3,000,000 in just two years. Greg Litster, SAFEChecks' President, was then a Senior Vice President of the bank and was assigned responsibility for solving this crisis. At Mr. Litster's recommendation, the bank hired Frank Abagnale as a consultant.

Union Bank


Our treasury management products and services help companies improve business efficiency and optimize short-term liquidity by shortening the working capital cycle. We offer a full suite of products -- including automated payables and receivables, liquidity management, fraud prevention services, and depository products -- to help companies maximize the use of cash to help pay down debt or invest in other interest-bearing opportunities, streamline a client's account payables obligation, and access funds quickly.

Wells Fargo Bank


Matthew Thomason
350 West Colorado Blvd., Ste. 390
Pasadena, CA 91105
Phone: (858) 261-6446
thomasma@wellsfargo.com
https://www.wellsfargo.com/

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle market banking provider in the U.S. We provide a diversified set of banking, investment, and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.

Western Asset Management


Jason Straker
385 E. Colorado Blvd.
Pasadena, CA 91101
Phone: (310) 795-5998
jason.straker@westernasset.com
www.westernasset.com

Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide.

42nd Annual SoCal Expo
"Payments Navigation"

September 27th, 2023



Queen Mary
1126 Queens Highway
Long Beach, CA 90802

Early Bird Deadline: August 14th, 2023
 

42nd Annual SoCal Expo

Queen Mary
1126 Queens Highway
Long Beach, CA 90802

Early Bird Deadline: August 14th, 2023

Contact SoCalAFP

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