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.

📢 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.

đź’Ľ 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.

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

đź’¸ 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/

We are thrilled to invite you to our December Lunch Meeting on Wednesday, December 17th, 2025, at the always wonderful P...
12/09/2025

We are thrilled to invite you to our December Lunch Meeting on Wednesday, December 17th, 2025, at the always wonderful Pane Vino on the Avenue (3400 Monroe Avenue, Rochester, NY 14618). We’re partnering with Woods Oviatt Gilman LLP to bring you an engaging and timely session on A.I. in Financial Planning and Accounting: Opportunities, Risks, and Legal Compliance, featuring speakers Katarina B. Polozie, CIPP/US, AIGP, Partner and Practice Group Leader for Data Privacy & Data Security, and Trent Bolar, Counsel at Woods Oviatt Gilman LLP. Registration begins at 12:00 PM with networking, followed by lunch from 12:15–1:00 PM and the presentation with Q&A from 1:00–2:00 PM.

REGISTER HERE: https://www.afpwny.org/events

✨ What a fantastic November luncheon! ✨We had an incredible afternoon reconnecting and learning with our AFPWNY communit...
11/20/2025

✨ What a fantastic November luncheon! ✨

We had an incredible afternoon reconnecting and learning with our AFPWNY community.

A huge thank you to Tim Quinlan, our returning Wells Fargo economist, for delivering such a clear, engaging, and timely economic update. Whether you’re a seasoned finance pro or hearing Tim for the first time, his ability to break down complex trends truly makes this session a highlight every year.

📸 Swipe through for some moments from the day!

Sending our sincere gratitude to all the service men and women who have either served or are currently serving in the mi...
11/11/2025

Sending our sincere gratitude to all the service men and women who have either served or are currently serving in the military. Freedom is not free, and it is because of these brave and courageous individuals that we get to enjoy the many freedoms we have today. Thank you for all you do. We appreciate you!

In memory of many. In honor of all. 🇱🇷

Address

Rochester, NY
14610

Opening Hours

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

Telephone

+15853366411

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