Greater Washington AFP

December 2022 Meeting

  • 14 Dec 2022
  • 12:00 PM - 2:00 PM
  • Virtual

Registration


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December 2022 Monthly Event

DATE

December 14, 2022

LOCATION

Virtual: WebEx Link to be provided

PROGRAM SCHEDULE

12:00 - 12:50


12: 50 - 1 PM 


1: 00 - 1:50 PM


“Building a Best Fit Treasury Organization” 

Break

“Managing Interest Rate Risk in a volatile, inflationary environment”

REGISTRATION INFORMATION

Members: Free

Non-Members: $50

On-line at www.gwafp.org

                  

PROGRAM DETAILS:

Session 1:  "Building a Best Fit Treasury Organization" 

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.

Speaker: Lawrence Hirsh, Director, UHY Consulting

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.

Session 2:  "Managing Interest Rate Risk in a volatile, inflationary environment”

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 worl

Speakers:

Sandy Howe, Associate, Corporate Treasury Advisory, Chatham Financial

 Brandon Stitzel, Associate, Corporate Treasury Advisory, Chatham Financial

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.

CPE, CAE, CTP, FP&A CREDIT INFORMATION

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: www.nasba.org.

CANCELLATION AND REFUND POLICIES

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 education@gwafp.org; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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For more information:

Email: contactus@gwafp.org

     

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