Contact Us

The Northeastern Ohio Treasury Management Association ( NEOTMA ) was founded in the late 1970's, and is a not-for-profit professional association serving financial professionals in northeast Ohio. NEOTMA is affiliated with the Association for Financial Professionals, based in Bethesda, Maryland.  The NEOTMA holds monthly luncheon meetings in the Cleveland, Ohio area, conducts periodic training and educational seminars, an annual golf outing, holiday party, and academic scholarship.  Our signature event is a major one day educational symposium held each year, called the Idea Exchange.

 ~  2010 OFFICERS  ~
 

President
Joe Magas, CTP
KeyBank, NA
216.828.7705
president@neotma.org

Vice President & Idea Exchange Chairperson
Kelly Kuna Marek, CPA 
CBIZ 
216.525.1942
vp@neotma.org

Treasurer
Phillip Greening, CTP 
treasurer@neotma.org

Secretary
Patrice Brooks, CTP
Chase Bank 
330.256.4497
secretary@neotma.org
 

 ~  2010 Committee Chairs  ~

Membership Chair
Jeanette Fabian
440.951.5258
membership@neotma.org

Programming & Events Chair
Liz Victor, CTP
Huntington National Bank
216.515.6529
program@neotma.org

Scholarship & Education Chair
Robert Neumann, CTP 
U S Bank 
216.623.9311
scholarship@neotma.org

Record Keeper
Megan Short, CTP
Agyliysys
records@neotma.org

Website Chair
Kevin Hennessy, CTP
KeyBank, NA
216.689.5334
website@neotma.org

Government Relations Liaison
Paul Dunn, CCM 
440.350.0585
government@neotma.org

Correspondence Chair
Jeanette Fabian
440.951.5258
correspondence@neotma.org

Association Accountant
Christine Bidwell
440.729.1948
440.729.1949 - Fax
demarchi-cb@msn.com

 NEOTMA
Northeastern Ohio Treasury Management Association
P. O. Box 751
Willoughby, Ohio 44096-0751

 To ask questions about our organization or to give feedback about NEOTMA Online, please e-mail us at: info@neotma.org.