Add New Event
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| Title |
Banking Strategies |
| Description |
Maximizing Your Company’s Banking Relationship
Matthew Thomason, VP and Treasury Management Consultant, and Susan Worsham, Senior Relationship Manager with Wells Fargo, will discuss current tools and strategies to help accounting professionals maximize their company's banking relationship.
Matthew Thomason has over 13 years banking experience. During his career with Wells Fargo he has worked in Denver, Phoenix, Reno and most recently, San Diego since 2005. Mr. Thomason has a strong background in all areas of banking, with an emphasis in treasury management and financial operations. Matthew has extensive experience in consulting with customers about their treasury management needs. He is also well versed in evaluating customer cash management practices and recommending solutions to maximize cash flow, eliminate risk, streamline the accounting function and expedite the flow of crucial financial information. Matthew holds a Bachelor of Science degree in Business Management from the University of Phoenix. In addition, he is a Certified Treasury Professional and is a member of the San Diego Treasury Management Association and the Association for Financial Professionals.
Susan Worsham has over 25 years experience in providing financial services to life science, technology and middle market companies in San Diego with expertise in structuring appropriate credit facilities and packaging the best combination of international, treasury management and investment services to meet the needs of high growth companies. Prior to joining WFB, Susan was a Deal Team Leader for Silicon Valley Bank where she led a team of relationship managers who provided financial solutions to San Diego early stage-growth-middle market technology and life sciences companies. From 1981 through 1996, Susan was a Relationship Manager and Loan Administrator with Union Bank. Susan Worsham holds a Master of International Management degree from Thunderbird with a Bachelor of Arts degree in Political Science. |
| Location |
The Handlery Hotel - Mission Valley |
| Event Date |
11/13/2008 |
| Event Time |
05:30 - 08:30 |
| Speaker |
Matthew Thomason, VP and Treasury Management Consultant & Susan Worsham, Senior Relationship Manager with Wells Fargo |
| Speaker Website |
https://www.wellsfargo.com/com/
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| Sponsor |
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| Sponsor Description |
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| Sponsor Website |
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| Cost |
$35 for members with RSVP
$40 for members without RSVP
$40 for non-members with RSVP
$45 for non-members without RSVP
$25 for student members
$25 for student non-members
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| RSVP Instruction |
Please RSVP by Monday, November 10th with your meal choice to Sarah Freeman at sfreeman@accountantsinc.com.
Please see below for the meal choices.
Please bring payment of cash, check or credit card to the door. Credit cards accepted are Visa and Mastercard only.
*RSVP's on the day of the event will be charged non-RSVP price.* |
| Meal Choices |
Please include one of the following meal choices in your RSVP email:
(1) Roast Prime Rib of Beef
(2) Southwestern Chicken
(3) Eggplant Parmesan |
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