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Greater Washington AFP

GWAFP September 2013 Monthly Meeting

  • 11 Sep 2013
  • 12:30 PM - 3:00 PM
  • PNC - Washington, DC


Registration is closed

Sponsored by PNC Bank

PNC - Washington, DC

12:30 - 1:00 p.m.  Buffet Lunch, Welcome and Introductory Remarks

1:00 - 1:50p.m.  Topic: ”Building Treasury’s Business Resiliency Strategy”

 A discussion of the role Treasury professionals play in business resiliency planning. Treasury Management’s typical responsibilities for strategic planning, organizing and controlling monetary resources of an organization as well as an increasing role in the strategic management of the enterprise financial resources associated with Working Capital and risk management. Learning objectives:

• Understand the role Treasury plays in developing a business resiliency process

• Identify the elements of business resiliency analysis and planning

• Discover how to plan for crisis

Speaker: James (“Jim”) S. Gandolfo, Senior Vice President, Treasury Management Senior Consulting Manager James (“Jim”) Gandolfo is the Healthcare lead for PNC’s Treasury Consulting Group (TCG). TCG provides a variety of support to both industry and PNC’s Treasury Management professionals related to comprehensive solutions for commercial payments, receivables and information management. Previously, he was with PNC Global Investment Servicing, where he was responsible for their Health Savings Account administration solution (HSA). His experience also includes a long tenure with Wilmington Brokerage Services Company, a registered broker-dealer and wholly owned subsidiary of Wilmington Trust Company, where he was president and chief executive officer. A graduate of Radford University in Radford, Virginia, Jim has a B.S. degree in both political science and history. He holds a variety of FINRA licenses, including Series 6, 7, 24 and 63. Jim is chairman of the American Bankers Association’s HSA Council and a member of the board of directors of the HSA Coalition. He is based in Wilmington, DE.

1:50 - 2:00 p.m.  Break

2:00 - 2:50 p.m.  2:00 - 2:50 p.m. Topic: “Mortgage Finance Reform: Which Way Forward?”

While a number of asset classes boomed and the bust during the recent crisis, none attracted either the attention or the taxpayer commitment as did the residential mortgage market. Today our system of mortgage finance is heavily dominated by the federal government, leaving the taxpayer exposed to significant losses, as well as placing our financial system in a position of extreme vulnerability. Dr. Mark Calabria will examine the history and rationales for our current mortgage finance policies, as well as discussing the various options for a path forward. The discussion will also be informed by Dr. Calabria’s previous efforts, while staff on the Senate Banking Committee, to reform Fannie Mae and Freddie Mac." Learning Objectives:

• Discover impact of our current system of mortgage finance

• Learn the various options for future mortgage finance policies

Speaker: Mark A. Calabria, Ph.D. Director of Financial Regulation Studies at the Cato Institute Mark A. Calabria, Ph.D. is Director of Financial Regulation Studies at the Cato Institute. Before joining Cato in 2009, he spent seven years as a member of the senior professional staff of the U.S. Senate Committee on Banking, Housing and Urban Affairs. In that position, he handled issues related to housing, mortgage finance, economics, banking and insurance for Senator Richard Shelby (R-AL). During his service on Capitol Hill, Calabria drafted significant portions of the Housing and Economic Recovery Act of 2008, which established a new regulatory regime for the government sponsored enterprises. Prior to his service on Capitol Hill, Calabria served as Deputy Assistant Secretary for Regulatory Affairs at the U.S. Department of Housing and Urban Development, and also held a variety of positions at Harvard University's Joint Center for Housing Studies, the National Association of Home Builders and the National Association of Realtors. Calabria has also been a Research Associate with the U.S. Census Bureau's Center for Economic Studies. He is a frequent contributor to the op-ed pages of the New York Post, National Review and Investors Business Daily, and makes frequent appearances on CNBC, Bloomberg, Fox Business, BBC, and BNN. He holds a doctorate in economics from George Mason University.


Please register by September 9, 2013 , using our online meeting registration form (

Members: $35

Non-Members: $45


Course attendance recommended for 1 CPE, CAE or CTP credit per 50 minutes.

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Greater Washington Association of Financial Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors 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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For more information:

Contact: Bill Spinnell

Phone: (202) 442-7564


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