April 2015 Monthly Meeting
Date/Time
4/16/2015
11:00 AM - 1:00 PM Pacific
11:00 AM - 1:00 PM Pacific
Event Registration
Event Type(s)
Monthly Meeting
Event Description
Getting the Most From Your Banking Relationships
Location
Contact Person
Details
If you want to go fast, go alone. If you want to go far, go together. African Proverb
Businesses are built on key pillars, including the concept, the people, the plan, and of course, the execution. However, one pillar that is often neglected in the fast-paced world of email and social media is good old-fashioned relationships with stakeholders employees, customers, suppliers and even your banker to name a few. Underestimating the importance of business relationships equates to underestimating the importance of solid foundations in a building, and can set a business up to stagnate or eventually crumble.
Join the NWAFP in April for a panel discussion about the essential ingredients of building solid business relationships, including one with your financial services partner. How do you build genuine business relationships the kind that will lead to long-term partnership for your company? How do you select the right banking partner? What type of information should be communicated from both parties? How do you mend a fractured relationship or determine when it would be mutually beneficial to part ways?
Our panelists will share their perspectives from the lens of the banker and the corporate practitioner, and will share best practices for strengthening the relationship with your current financial services provider or offering advice on how to find the right long-term partner for your business.
Pat Gillis, CPA, VP and Chief Financial Officer, TSI/Nova-Tech Engineering
Pat Gillis is a CPA, who spent almost 20 years in banking and financial services, including heading up the regional risk management group for the former First Interstate Bank, after beginning her career in public accounting. Since then, she has been a COO and CFO for two mid-sized privately held corporations managing all aspects of treasury and banking relations. She is currently Vice President and CFO with Teal Sales, Inc., an engineering and project management firm specializing in aerospace engineering and wood products and biomass operating systems. Pat has a Bachelor of Science in Accounting degree from Gonzaga University and an MBA in Finance from Seattle University.
Matt Hill, Managing Director, Seattle Corporate Banking
Matt Hill manages Union Banks Seattle Mid Corporate Banking team, which consists of a practice supporting companies throughout the Pacific Northwest. Matts background includes 21 years in commercial and investment banking and he is experienced with corporate debt financings, mergers and acquisitions, and public and private equity capital raises. During his banking career, he has worked with companies in a variety of different industries, including consumer products, seafood, transportation & logistics, and industrial manufacturing and distribution. Matt has a Bachelor of Science in Commerce from Santa Clara University and he earned his MBA with an emphasis in finance from Seattle University.
Patrick Guilfoy, CTP, CTP(CD), VP Finance, Westwood Shipping Lines
Patrick is responsible for corporate planning and analysis, as well as treasury in his role at Westwood Shipping Lines, and he has held several senior treasury positions in Fortune 500 companies. In these roles, he has been responsible for all aspects of the global corporate treasury, including cash, investment and debt management and forecasting. Patrick is a past President of the NWAFP and has served on several committees of the Association for Financial Professionals (AFP). He holds a Finance degree from the University of Central Florida and a Masters of International Business from the University of South Caroline. Patrick is also a Certified Treasury Professional in the United States and Canada.
Bob Luciano, Relationship Manager, The Commerce Bank of Washington
Bob Luciano has 25 years of commercial banking experience starting with Security Pacific Bank, Seafirst Bank, Bank of America, and Commerce Bank. He has worked with companies in a variety of different industries including restaurant/franchise, retail, professional services and manufacturing to name a few. Bob has participated in non-profit boards including The Breakfast Group, Leadership Tomorrow, and Choices Education Group, and earned a Business Economics degree from Seattle University.
Registration:
The meeting and lunch are included in the annual membership. All Corporate Practitioners Members and Financial Services Providers Members with Guest Privileges are eligible to bring a new one-time guest at no cost. Both members and guests must register. If the paid member cannot attend a meeting, a substitute may attend. Non-members pay the guest price of $45. Non-working students pay the student guest price of $15. For more information or to register for this meeting, click the button below.
Businesses are built on key pillars, including the concept, the people, the plan, and of course, the execution. However, one pillar that is often neglected in the fast-paced world of email and social media is good old-fashioned relationships with stakeholders employees, customers, suppliers and even your banker to name a few. Underestimating the importance of business relationships equates to underestimating the importance of solid foundations in a building, and can set a business up to stagnate or eventually crumble.
Join the NWAFP in April for a panel discussion about the essential ingredients of building solid business relationships, including one with your financial services partner. How do you build genuine business relationships the kind that will lead to long-term partnership for your company? How do you select the right banking partner? What type of information should be communicated from both parties? How do you mend a fractured relationship or determine when it would be mutually beneficial to part ways?
Our panelists will share their perspectives from the lens of the banker and the corporate practitioner, and will share best practices for strengthening the relationship with your current financial services provider or offering advice on how to find the right long-term partner for your business.
Pat Gillis, CPA, VP and Chief Financial Officer, TSI/Nova-Tech Engineering
Pat Gillis is a CPA, who spent almost 20 years in banking and financial services, including heading up the regional risk management group for the former First Interstate Bank, after beginning her career in public accounting. Since then, she has been a COO and CFO for two mid-sized privately held corporations managing all aspects of treasury and banking relations. She is currently Vice President and CFO with Teal Sales, Inc., an engineering and project management firm specializing in aerospace engineering and wood products and biomass operating systems. Pat has a Bachelor of Science in Accounting degree from Gonzaga University and an MBA in Finance from Seattle University.
Matt Hill, Managing Director, Seattle Corporate Banking
Matt Hill manages Union Banks Seattle Mid Corporate Banking team, which consists of a practice supporting companies throughout the Pacific Northwest. Matts background includes 21 years in commercial and investment banking and he is experienced with corporate debt financings, mergers and acquisitions, and public and private equity capital raises. During his banking career, he has worked with companies in a variety of different industries, including consumer products, seafood, transportation & logistics, and industrial manufacturing and distribution. Matt has a Bachelor of Science in Commerce from Santa Clara University and he earned his MBA with an emphasis in finance from Seattle University.
Patrick Guilfoy, CTP, CTP(CD), VP Finance, Westwood Shipping Lines
Patrick is responsible for corporate planning and analysis, as well as treasury in his role at Westwood Shipping Lines, and he has held several senior treasury positions in Fortune 500 companies. In these roles, he has been responsible for all aspects of the global corporate treasury, including cash, investment and debt management and forecasting. Patrick is a past President of the NWAFP and has served on several committees of the Association for Financial Professionals (AFP). He holds a Finance degree from the University of Central Florida and a Masters of International Business from the University of South Caroline. Patrick is also a Certified Treasury Professional in the United States and Canada.
Bob Luciano, Relationship Manager, The Commerce Bank of Washington
Bob Luciano has 25 years of commercial banking experience starting with Security Pacific Bank, Seafirst Bank, Bank of America, and Commerce Bank. He has worked with companies in a variety of different industries including restaurant/franchise, retail, professional services and manufacturing to name a few. Bob has participated in non-profit boards including The Breakfast Group, Leadership Tomorrow, and Choices Education Group, and earned a Business Economics degree from Seattle University.
Registration:
The meeting and lunch are included in the annual membership. All Corporate Practitioners Members and Financial Services Providers Members with Guest Privileges are eligible to bring a new one-time guest at no cost. Both members and guests must register. If the paid member cannot attend a meeting, a substitute may attend. Non-members pay the guest price of $45. Non-working students pay the student guest price of $15. For more information or to register for this meeting, click the button below.
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 4/16/2015 |    |
Email Reminder