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Greater Washington AFP

GWAFP June Meeting

  • 10 Jun 2015
  • 11:30 AM - 3:00 PM
  • APLU - 1307 New York Ave. NW, Washington, DC


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June 10, 2015 - GWAFP Meeting   


11:30 - 12:00 p.m.       Buffet Lunch, Welcome and    Introductory Remarks   


12:00 - 12:50 p.m.    Topic: "Swift for Corporates"  

Mach Flinn of OpenText and Andrei Kovalev of Actualize Consulting will take a look at the growing use of SWIFT by corporate users.  They will start by reviewing why and how companies connect to their banks, and the various channels for doing so.   The up- and downsides of SWIFT and its alternatives will be reviewed.  The speakers will look at current trends in the marketplace and rates of SWIFT adoption.  Finally, sample business cases and SWIFT integration with treasury workstations will be examined.

Speakers: Mach Flinn & Andrei Kovalev   

Andrei Kovalev is a Manager in the Treasury and Capital Markets practice at Actualize Consulting.  He specializes in evaluating and implementing treasury workstations, helping clients achieve global visibility and efficiency in managing cash and liquidity, risk (foreign exchange, interest rates, and commodities), treasury/hedge accounting, and payments.

Mach Flinn is Manager, Financial Services Solutions Consulting for OpenText.  Mach and his team of experienced business-to-business integration consultants define solutions that enhance counterparty connectivity and channel services for banks and other Financial Services companies across a variety of banking products, including Treasury Services, Trade, and Securities.  Mach has over 30 years of business-to-business electronic commerce experience, and over the last 10 years has worked directly with banks and other Financial Services companies across North America, Asia and Europe.


1:00 - 1:50 p.m.  Topic: "Stopping Cyber Attacks from Succeeding at Your Company"

The volume and sophistication of cyber-attacks against companies continues to increase. As cyber criminals find ways to outsmart defenses, what can you do to detect and prevent the hi-jacking of your accounts or worse yet, the destruction of your data and back-ups?          

Speaker: Bill Nelson, CEO, FS-ISAC

Bill Nelson is the President and CEO of the Financial Services Information Sharing and Analysis Center (FS-ISAC).  The FS-ISAC is a non-profit association dedicated to protecting financial services firms from physical and cyber attacks.  FS-ISAC has over 5,200 members worldwide including banks, credit unions, payment processors, broker-dealers, third party service providers, and insurance companies.  The FS-

ISAC fulfills its mission through the dissemination of trusted and timely information regarding physical and cyber security risks to its membership.  In 2013, FS-ISAC received the prestigious RSA Award for Excellence in Information Security. Also in that year, Mr. Nelson was named the fifth most influential person in the field of Financial Information Security by the publication Bank Info Security.  Before joining the FS-ISAC, Bill was the Executive Vice President of NACHA, The Electronic Payments Association from 1988 to 2006.  Prior to joining NACHA, Bill held several treasury management and lending positions within the banking industry. 


2:00 - 2:50 p.m.  Topic:  "Real Estate Outlook"   

CNBC reporter Diana Olick will focus on the roller coaster ride that was the real estate market since the turn of the 21st century. As CNBC’s real estate correspondent, she has had a front row seat in reporting the details surrounding housing construction, home sales, the mortgage market, foreclosures and the nascent recovery of the housing industry and its effects on the US economy. She will also give her projections for 2015 and beyond.

Speaker:  Diana Olick, Journalist, CNBC     

An Emmy Award-winning journalist, currently serving as CNBC's real estate correspondent as well as the author of the Realty Check section on 

She also contributes her real estate expertise to NBC's "Today" and "NBC Nightly News with Brian Williams." Olick has a B.A. in comparative literature with a minor in soviet studies from Columbia College in New York and a master's degree in journalism from Northwestern University’s Medill School of Journalism.

Diana Olick



Please register by June 8, 2015, using our online meeting registration form (

Members: $35

Non-Members: $55


Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Please note: Greater Washington Association of Financial Professionals is no longer registered with the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding CPE may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN37219-2417. Website:


Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled.  Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.

Complaints should be directed to the Education Committee at; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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