North Florida Association for Financial Professionals

NF AFP Q3 Event with the Wounded Warrior Project; perspectives from a non profit CFO and facility tour
2025-09-18 11:30 - 13:00 (America/New_York) | Wounded Warrior Project, 4899 Belfort Rd #300, Jacksonville, FL, 32256, United States
We are excited to announce our next event will be at the corporate offices of the Wounded Warrior Project. We are honored to have their CFO, Craig Carroll present his perspectives on how large non-profits approach corporate finance and accounting. A facility tour and lunch will also be provided.
The event will be $50 for guests and free for members. CTP and FP&A credits provided. We hope to see you there!

Webinar - Driving Bank Account Management through AI
2025-08-27 12:00 - 13:00
In an effort to bring more value to the members and acquaintances of the NF AFP, we are pleased to continue our new webinar series
Ed Barrie, Co-Founder and Chief Product Officer of Treasury4, will be presenting on Driving effective Bank Account Management (BAM) through Agentic AI
Ed will explain how the trending techniques for utilizing AI in account management can lead to an increase in efficiencies, reporting accuracy and security.
CTP/FP&A certification credits will be provided. The price is $35 for this event and it will be hosted on Google Meet. Registered attendees will receive an invite from nfafp@nfafp.org prior to the event. Please ensure you can access the platform as we have encountered users being blocked from accessing while at work. The Google Meet app works well and allows you to access from a mobile device.
Treasury4 equips finance and treasury teams with data-driven tools built by former practitioners who understand the day-to-day challenges of the role. From cash flow forecasting to bank account management and entity data governance, Treasury4 supports smarter decisions, stronger controls, and better outcomes.

NF AFP Q2 Event - Focus: Prioritizing What Matters Most in CyberSecurity
2025-05-15 11:30 - 13:00 | North East Florida Builders Association, 6747 Southpoint Pkwy, Jacksonville, Fl, 32216
In an era of endless distractions, our attention is constantly pulled in a hundred directions, leaving us overwhelmed and exposed. But good news, simple solutions exist for both personal fulfillment and protecting digital assets! The North Florida AFP is proud to present Jeremy Hopwood, CEO of 5ironCyber, as our speaker for the 2nd quarter event. Jeremey has an extensive background in providing cybersecurity to financial firms and will discuss techniques to keep yourself and your organization cyber safe.
5ironCyber is also our presenting sponsor! It’s this generosity that make our events possible.
Lunch and CTP/FP&A credits will be provided. The event is free to NF AFP members and $50 for non members. We hope to see you there!

AI applications in the Financial world
2025-03-06 11:30 - 13:00 | Interactive Resources, 4901 Belfort Road; Suite 130, Jacksonville, FL, 32256, United States
Digital technology continues to become a growing facet of our daily lives, and this includes AI technologies. But how much do you really know about Artificial Intelligence and how it’s used now and what it will be used for tomorrow? Further what are the applications for Finance and Treasury?
To help answer all these questions and more, the NF AFP has enlisted help from a local company providing AI solutions – NLP Logix to speak about AI applications in the Financial world at our 1st quarter event.
Our host for this event is another local company – Interactive Resources. They have generously provided their very unique event space so we hope you join us for what will be a memorable gathering.
Lunch will be provided as well as CE credits. The event is $50 for non-members and free for members…we encourage memberships as a way to pay for the full year of events at a discount!

JAXUSA Partnership's update on the Financial Service industries in North Florida
2024-12-05 16:00 - 18:00 | Veterans United Craft Brewery, 8999 Western Way #104, Jacksonville, FL, 32256, United States
We are very excited to have Aundra Wallace, president of the JaxUSA Partnership as our speaker for our final event of the year. The JAXUSA Partnership is the regional economic development arm of the JAX Chamber and focuses on maintaining a diverse base of industries in the region. This includes Finance, Banking, and FinTech’s which are an integral part of the North Florida economy. Mr. Wallace will provide updates and an outlook on the Financial Services industry in our region. Space is limited so please register soon. We hope to see you there!

Update from the Federal Reserve on the use of FedNow Payments
2024-09-24 11:30 - 13:00 | North East Florida Builders Association, 6747 Southpoint Pkwy, Jacksonville, Fl, 32216

The UNF Coggin College of Business; molding graduates to match the business community
2024-06-05 11:30 | UNF Adam W. Herbert University Center, 12000 Alumni Drive, Jacksonville, Fl, 32224
The north Florida AFP is happy to announce our next chapter meeting on Wednesday June 5.
We are delighted to have 2 speakers from the University of North Florida that will highlight the ways UNF is preparing its students to meet the needs of the regional business community.
Dr. William F. “Chip” Klostermeyer, has been the Dean of the UNF College of Computing, Engineering and Construction since 2020. The CCEC has recently expanding its offerings and will soon be offering graduate and undergraduate programs in FinTech. Chip will focus on the details and the future plans for this exciting endeavor.
David Jaeger, serves as the Associate Dean of Graduate and Executive Programs at the Coggin College of Business. He will provide updates on the CCB and share the strategic vision for college.
We look forward to seeing you at 11:30 AM on June 5 at the Adam W. Herbert University Center 12000 Alumni Drive Jacksonville, FL 32224 Room 1003 Lunch will be provided and the event is free to members and $50 for non-members. CTP credits will awarded to attendees.

Protecting Your Company Against Evolving Payment Fraud Techniques.
2023-11-07 06:30 - 08:00 | North East Florida Builders Association, 6747 Southpoint Pkwy, Jacksonville, Fl, 32216
The north Florida AFP is happy to announce our next chapter meeting on Tuesday November 7th – protecting Your Company Against Evolving Payment Fraud Techniques.
Our speaker is Mark Brown, Chief Security Officer (CSO) at SouthState Bank and is responsible for providing leadership and strategy on information and physical security at a $45 billion bank with 275 locations spread across 6 states in the southeast US.
Mr. Brown will discuss evolving payment fraud schemes and provide insights to ensure long-term protection against attacks. The presentation is designed to empower and educate individuals to becoming proactive in preventing, detecting, and deterring fraud in their organization.
The chapter would like to send a special thanks to Southstate Bank for graciously sponsoring the event.
We look forward to seeing you at 11:30 AM on November 7 at the Northeast Florida Builders Association office at
6747 Southpoint Pkwy, Jacksonville, FL 32216
Lunch will be provided and the event is free to members and $50 for non-members.

North Florida AFP Quarterly Meeting - Insurance from the company’s side; considerations from a risk management and cost perspective
2023-08-29 07:30 - 09:00 | Regions Bank, 10245 Centurion Parkway N., Suite 200, Jacksonville, FL, 32256, United States
The North Florida Association for Financial Professionals are excited to announce our next quarterly meeting on August 29, 2023. Insurance from the company’s side; considerations from a risk management and cost perspective Our speaker is Zachary B. Eberson CIC, CISR a Commercial Insurance Advisor from Brown & Brown of Jacksonville with decade worth experience. Mr. Eberson will be giving an update the on insurance industry and how the current trends factor into the local business economy and give us a glimpse of what the future holds for companies. We look forward to seeing you at 11:30 AM on August 29 at the Regions Bank office at 10245 Centurion Parkway N., Suite 200 Jacksonville, FL 32256. Lunch will be provided and the event is free to members and $50 for non-members. CTP credits will be awarded and we hope you will join us for this event. The NFAFP would like to send special thanks to this event’s sponsor – Regions Bank
