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GWAFP May 2020 Spring Training II - Webinar

  • 20 May 2020
  • 12:00 PM - 2:00 PM
  • Webinar


  • Webinar is included in Annual Membership

Registration is closed

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May 2020 Spring Training II


May 20, 2020


Conference access Provided to registrants


12:00 – 12:50 p.m.

1:00 - 1:50 p.m.


Speaker: Jim Scopis, Bank of America

"Green Bonds"

Speaker: Michael Ferguson, S&P Global


Members - Free

Non-Members: $50

On-line at




Cyber Awareness

  • Rising cyber crime risks
  • Trends & Threat Landscape
  • Who are the cyber criminals
  • Tools of Cyber Crime (e.g., malware, phishing, ransomware, social engineering, hacking)
  • Understanding the risks of Business Email Compromise (BEC)
  • Value of business cyber awareness programs
  • Cyber best practices for passwords, mobile, social media, travel, Wi-Fi and wearables
Changing cyber risks in our current environment:
  • Criminals using current events in cyber fraud activity (e.g., health crisis, economic uncertainty)
  • Rise in BEC (Business Email Compromise) fraud attempts during chaotic business environment
  • Best Practices for business employees working from home
Speaker: James (Jim) Scopis, , Global Information Security, Bank of America

Jim is an executive with Bank of America’s Cyber Threat Intelligence and Customer Protection Team.  His responsibilities have included Information Security architectural solutions and enablement as well as driving cyber security awareness programs to multiple lines of business and technology teams across Bank of America, Merrill Lynch and US. Trust. 

Jim joined Bank of America in 1987 and during his 32 year career has held leadership roles across multiple lines of business, Enterprise Corporate Compliance, Global Business Continuity and Global Technology & Operations. Jim attended the University of Delaware where he studied Business Administration. He is a Certified Information Systems Security Professional (CISSP) and a member of ISC2, ISACA and the Delaware chapter of Info-Guard.

“Green Bonds”

Presentation will focus on new developments in Sustainable Finance

 Speaker: Michael Ferguson, S&P Global

Michael Ferguson is the Americas Team Leader for the Sustainable Finance group at S&P Global Ratings in New York City. He recently has been involved in the development and roll-out of our ESG Evaluation tool, and is responsible for the inclusion of ESG risks into our credit ratings. He also supports our Green Evaluation efforts, and manages the North American and LatAm Analysts. He further is responsible for knowledge development on ESG throughout S&P Global Ratings. Much of his thought leadership research revolves around environmental regulation and energy policy.

Michael joined S&P Global Ratings in December 2011 and was in the Energy Infrastructure practice as a credit analyst for approximately seven years. Previously, he worked as a forensic accounting consultant with FTI Consulting in Washington, DC. He worked on a wide array of cases, ranging from stock option backdating and revenue recognition to embezzlement and ponzi schemes. Michael also worked in the Financial Services Assurance practice at Ernst & Young LLP; he audited hedge funds, insurers, and banks, as well as government agencies.



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

Delivery Method: Webinar

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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