Association for Financial Professionals of Western New York

Association for Financial Professionals of Western New York "Our purpose is to provide a forum for the active and open exchange of concepts and techniques related to the practice of financial management."

Created in 1984, the Association for Financial Professionals of Western New York, Inc. (AFPWNY) is a non-profit, educationally-oriented organization that provides a forum for the active and open exchange of concepts and techniques related to the practice of financial management. Today's membership represents a wide cross-section of local industry in Western New York (Buffalo, Rochester, Syracuse,

and Finger Lakes regions). Membership is open to individuals from businesses of any size, non-profit organizations, financial institutions, banks, financial service providers, government, and educational institutions. In cooperation with the national Association for Financial Professionals (AFP), our meetings and conferences qualify for continuing educational credits necessary to maintain the Certified Treasury Professional (CTP) designation. Each conference provides four (4) CTP credits and the monthly meetings provide one (1) credit. AFPWNY encourages and helps prepare every member to become a CTP (for more information about CTP study groups, please contact a board member). We also support member participation in the AFP. In addition to offering a wide range of continuing education opportunities, professional certification, and industry standards programs, AFP has become an invaluable resource for disciplines represented in organizational and corporate finance areas. AFP works to increase professional skills, and to enhance the recognition and credibility of finance and treasury professionals. Our fiscal year begins July 1st and ends June 30th. Our format includes three half-day conferences and three monthly meetings. The conferences are held in the autumn, winter and spring. Registration and lunch begin at 12:00, with the speakers starting at 1:00 and ending at 5:00, followed by a reception. The monthly meetings and half-day conferences offered by AFPWNY are well-recognized events offering both educational and networking opportunities. These events feature various topics of finance and treasury. As a result we look for expert speakers that discuss topics to reflect the most relevant issues, and that the information provided is on leading-edge concepts, technologies and regulatory issues. As a result, many of our speakers and sponsors come from around the country. In past years the areas of expertise and background of speakers has come from large global and domestic banks, armored car companies, educational institutions, the FBI, Federal Reserve, consultants, accounting firms, insurance and credit reporting companies to name a few. Our goal is to provide a wide variety of viewpoints for our membership. Members are encouraged to become directly involved in meetings, activities, and discussions. Due in part to this process and the quality of the speakers, attendance and membership continues to grow.

A huge thank you to Wells Fargo for sponsoring our final AFP of Western NY event of the fiscal year and helping make ano...
05/28/2026

A huge thank you to Wells Fargo for sponsoring our final AFP of Western NY event of the fiscal year and helping make another successful event possible!

We also want to thank our incredible speakers for sharing their expertise and insights with our members. It was a great afternoon of learning, networking, and conversation with treasury and finance professionals from across Western New York. Thank you to everyone who attended, and we’re excited for another great year ahead for AFPWNY!

🚨 Our FINAL AFP of Western NY event of Fiscal Year 2026 is almost here! 🚨We’re closing out the year strong with our Spri...
05/13/2026

🚨 Our FINAL AFP of Western NY event of Fiscal Year 2026 is almost here! 🚨

We’re closing out the year strong with our Spring Half-Day Conference & Annual Meeting on Wednesday, May 20th, 2026 at Locust Hill Country Club, in partnership with Wells Fargo!

Join us from 12 PM – 6 PM EST for an afternoon packed with expert insights, professional development, networking, great food, adult beverages, and raffles.

🎤 Featured Speakers:

Tim Quinlan, Managing Director & Senior Economist – Wells Fargo
Economic Update

Lisa Beury-Russo, Senior Cyber Engagement Lead – Wells Fargo
Unmasking the Digital Shadows: Navigating Today’s Cyber Landscape

Reggie Baker, Senior Sales Director – Trovata
The AI-Ready Treasury: Data Lakes, Agents, and MCP

📍 Locust Hill Country Club
2000 Jefferson Road, Pittsford, NY
🗓 Wednesday, May 20, 2026
⏰ 12 PM – 6 PM EST

This is an incredible opportunity to expand your knowledge, strengthen your network, and finish the fiscal year with actionable insights from industry leaders.

👉 REGISTER TODAY!

We can’t wait to see you there!

📢 Job Opportunity: Treasury Management Relationship Manager in Western New YorkA leading Western New York bank is seekin...
02/25/2026

📢 Job Opportunity: Treasury Management Relationship Manager in Western New York

A leading Western New York bank is seeking a Treasury Management Relationship Manager to drive deposit growth and expand commercial and treasury relationships across the region. This role focuses on proactive business development and delivering high-quality cash management solutions to commercial clients, including healthcare, education, nonprofit, government, and public entities.

💼 Key Details
Location: Western New York
Focus: Commercial client acquisition & treasury relationship growth
Preferred Credentials: Bachelor’s degree (CTP or CCM preferred)
This position offers the opportunity to serve as a trusted advisor, collaborate with commercial lenders and retail banking teams, and play a key role in advancing strategic market growth objectives.

👉 Learn more & apply here: https://lnkd.in/grr_abz4

What an incredible afternoon at our AFPWNY Winter Half-Day Conference! A heartfelt thank you to our amazing speakers — C...
02/13/2026

What an incredible afternoon at our AFPWNY Winter Half-Day Conference!

A heartfelt thank you to our amazing speakers — Christopher Voos, MBA, CFE, Timothy Yandow, CFE, Nate Traino, Tracey Knight, and David Mammano — for sharing your expertise, energy, and practical insights with our community. We’re also so grateful to everyone who attended, both in person and virtually. Your engagement, thoughtful questions, and commitment to growing professionally are what make this community so special. And a big thank you to the team at the Hampton Inn & Suites Rochester Downtown for hosting us and taking great care of our group throughout the day. We appreciate every one of you!

✨ Next up… Join us on March 25, 2026 from 12:00 PM – 2:30 PM for “Rates & the Dollar: Navigating Markets in an Age of Uncertainty,” featuring Ralph Axel, Director and U.S. Rates Strategist at Bank of America Global Research. As markets face continued volatility, Ralph will share his outlook on U.S. interest rates and the dollar and what treasury and finance professionals should be preparing for in 2026.

💸 Speaker Spotlight: Chris Voos, Tim Yandow, & Nate Traino from Paychex Fraud Risk ManagementFraud threats are evolving ...
02/10/2026

💸 Speaker Spotlight: Chris Voos, Tim Yandow, & Nate Traino from Paychex Fraud Risk Management

Fraud threats are evolving at an unprecedented pace, and during “Fraud Fighting in 2026,” Chris, Tim, and Nate will unpack what today’s fraud landscape really looks like, plus how emerging technologies and AI are increasing both the sophistication and volume of attacks. This session offers practical insight into the top fraud trends impacting the payroll industry and what organizations can do now to strengthen defenses in an increasingly complex risk environment.

👉 See you there Wednesday!

🎤 Speaker Spotlight: Tracey Knight, Principal at Real TreasuryTreasury technology has evolved quickly and keeping up can...
02/05/2026

🎤 Speaker Spotlight: Tracey Knight, Principal at Real Treasury

Treasury technology has evolved quickly and keeping up can feel overwhelming. Join Tracey for session two of our Winter Half-Day Conference, Cash Tools Are Here.”

With more than 30 years of FinTech experience, Tracey brings a clear, vendor-agnostic perspective on how the treasury tech landscape is changing and where Cash Tools truly fit. You’ll leave with a practical, requirements-first approach to selecting the right TMS or SaaS solution with confidence.

👉 Register today at afpwny.org

🚀 Speaker Spotlight: David Mammano, CEO of Mammano VenturesWhat happens when your team starts thinking like entrepreneur...
02/02/2026

🚀 Speaker Spotlight: David Mammano, CEO of Mammano Ventures

What happens when your team starts thinking like entrepreneurs inside your organization? Find out durng session three of our Winter Half-Day Conference about “The Intrapreneur.”

David Mammano brings real-world experience building businesses from the ground up and shows how intrapreneurship can help boost revenue, increase engagement, improve morale, and encourage innovation at every level of an organization. It’s a practical, energizing conversation about creating a culture where people feel empowered to think bigger and stay!

As the year draws to a close, we look back with appreciation for your support and look forward with excitement to a new ...
12/24/2025

As the year draws to a close, we look back with appreciation for your support and look forward with excitement to a new year of more great work together. Wishing you and your families all the joy, peace, and love that this time of year brings. Have a wonderful holiday season, and we wish you all the best!

✨ Our last event of the year and what a way to wrap it up! ✨Our December Lunch Meeting at Pane Vino brought everyone tog...
12/18/2025

✨ Our last event of the year and what a way to wrap it up! ✨

Our December Lunch Meeting at Pane Vino brought everyone together for good conversation, great networking, and a timely discussion on A.I. in Financial Planning and Accounting.

A huge thank you to speakers, Kate Polozie and Trent Bolar from Woods Oviatt Gilman LLP, for sharing their expertise and helping our members think critically about innovation, risk, and responsible adoption. We’re grateful for another year of learning, connection, and community. 💡🍷

The Legal Aid Bureau of Buffalo is seeking an experienced Controller to lead accounting operations and serve as a key st...
12/12/2025

The Legal Aid Bureau of Buffalo is seeking an experienced Controller to lead accounting operations and serve as a key strategic partner to leadership—all while making a meaningful impact in the Western New York community. This is a mission-driven opportunity offering competitive pay, strong benefits, work-life balance, and eligibility for public service loan forgiveness.

Learn more at https://legalaidbuffalo.org/job-posting/controller/

Address

Rochester, NY
14610

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15853366411

Alerts

Be the first to know and let us send you an email when Association for Financial Professionals of Western New York posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share