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Happy Holidays from COAFP!

Dear Members, Friends, and Guests of the Central Ohio AFP,

As 2017 comes to a close, so does my time serving as the Central Ohio Association for Financial Professional’s (COAFP) President for the last two years. I want to thank each and every one of you for your support, time, ideas and friendly faces as we have interacted to make our association what it is today.

We worked hard together to serve as a resource for your professional development and we remain dedicated to being your premier resource for networking, career advancement, and continuing education credits. Our organization has grown by sharing ideas with our fellow regional organizations, offering monthly meetings covering topics about the economy and ever-changing treasury industry, engaging a webmaster to renew and refresh our website and communications, hosting a fantastic one-day conference known as the Buckeye Financial Forum, touring local companies and not-for-profits to learn more about our own community, and sharing time together to help each other professionally and personally.

The COAFP has much to offer and we owe it to our association as well as our peers and colleagues to help spread the word about this great organization. Please continue to do your part to tell others about us, provide them a copy of our new, updated brochure (found on our website at so they can see all the benefits COAFP has to offer, and don’t stop providing your feedback and ideas for meeting topics, social and tour suggestions, and ways to make our association even better.

And last but not least, I want to say a sincere THANK YOU to my fellow Executive Board members, Committee Chairs and Committee members for sharing their time and talents. You have made our association what it is today and I applaud you for your efforts. Don’t stop now and continue to welcome new volunteers with new ideas and ways to help COAFP become even better in 2018.

Best wishes to you and your families this Holiday Season. May you have a prosperous 2018! Look forward to seeing you at our next event!


Patricia Anderson, CTP

See Summaries of Past Events Here...


COAFP Wins Again...

at the Annual Regional Officer’s Meeting in Washington D.C.

Every July, the national Association for Financial Professionals (AFP) hosts a Regional Officer’s Meeting (ROM) in Washington D.C. It is a meeting of AFP Regional Associations to gather, share ideas, discuss strategy and network all with the goal of creating a better regional association for their Members. For 2017, COAFP was represented by Linda Opundo, Jenny Morrison and Bob Barnes.

For the 10th year in a row, COAFP has won an award for a “Best In” category. This year COAFP won in the “Best in Board and Committee Management”. This category is for the best idea to stimulate Board and Committee involvement. Under the leadership of President Patty Anderson and Vice President Linda Opundo, the COAFP Board and Committees have been operating under the theme of “many hands make light work” With this strategy, all the tasks were broken down into the smallest parts and then work with the Membership to have volunteers work on “that task”. As all volunteers worked on their tasks, the overall task would get done. As a result of COAFP’s leadership, your Vice President, Linda Opundo was asked to serve on the ROM’s 2017 planning committee. A true recognition of COAFP’s work on behalf of its Members.

Join your fellow COAFP Members to continue the work that is done on YOUR behalf and be proud that COAFP has the designation of “an AWARDS winning Association.” Join us today!  Already a Member?  Then Click Here to Volunteer!

See a different side of COAFP - Volunteer Today!

COAFP is always looking for volunteers and board members to help grow the association and participate in event planning and execution. As a COAFP volunteer you will get to see behind the scenes of what makes COAFP so successful. If you are interested in volunteering or would like more information, Click Here.

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Upcoming CTP Course

Get the training you need to become a Certified Treasury Professional® (CTP) with our offered CTP Course!

Our next CTP Course will begin in the Spring of 2018. 
Click Here for information and to Sign Up!


  • 12 weeks, every Wednesday, 3 hours per evening, beginning February 2018 (dates soon!)
  • Location: The Fawcett Event Center at The Ohio State University

Students can purchase the course alone or the course plus materials.  Students can also purchase materials only from COAFP (self-study) at COAFP cost. 

COAFP MEMBERS... Take advantage of your member discount and order your CTP exam-prep materials now!  Click Here to purchase Course Materials.

Contact the Education Chair today for questions about purchasing. 



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