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                   GWAFP November Meeting - Virtual via WebEx   

                                      Date:  December 14, 2022

Time:  12 pm to 2 pm EST

Please join us at our upcoming GWAFP meeting 

Agenda includes: 

 12:00 PM- 12:50 PM – Building a Best-Fit Treasury Organization 

Presented by Lawrence Hirsh, Director, UHY Consulting

This presentation will focus on treasury's central role in finance, strategic and operational, and the importance of transparent cross-functional communications. Lawrence will delve into core process areas of a robust treasury function as well as common pitfalls per process area. He will also discuss treasury technology considerations, including when is the right time to invest, and achieving operational excellence.

1:00 PM - 1:50 PM - Managing interest rate risk in a volatile, inflationary environment

Presented by:  Sandy Howe, Associate, Corporate Treasury Advisory, Chatham Financial

                Brandon Stitzel, Associate, Corporate Treasury Advisory, Chatham Financial

Against a backdrop of inflation, Fed tightening, and economic uncertainty, U.S. corporations must address rising interest rates and their impact on impending debt maturities or existing floating-rate debt. They must also prepare for impacts to foreign currency and commodity exposures. In this session, learn how finance teams are assessing interest rate risk, reviewing their hedging programs, and making adjustments. You will also learn the latest debt and derivative implications of operating in a SOFR environment.

Learning objectives:

·       Understand the current rate markets, how Fed policy has impacted them, and strategies for addressing interest rate risk

·       Review the economic and operational considerations for operating in a SOFR world

Each session qualifies for Recertification Credit

Lawrence Hirsh is a Director with UHY Consulting and provides treasury and finance transformation, technology, project management, and change management services to strengthen and transform organizations. He brings extensive experience leading high-impact transformation, treasury, financial operations, FP&A, technology, and accounting efforts.

Sandy Howe serves Chatham’s corporate clients in interest rate, foreign currency, and commodities hedging advisory. Since joining the corporates hedging advisory practice at Chatham, Sandy has partnered with clients to quantify and analyze risk, develop hedging strategies, understand market dynamics, and execute trades. Sandy received her bachelor’s degree in mechanical engineering with a minor in business from Villanova University.

Brandon Stitzel is an associate on the Global Corporates team at Chatham, supporting clients with their risk management needs. He graduated from Penn State with a BS in economics and a MPS in Management and organizational leadership.

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