Greater Washington AFP

Upcoming events

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



                       

    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.

    Privacy notice: If you have received this notice in error, and do not wish to be subscribed to our list, please send an email to webmaster@gwafp.org with the word "unsubscribe" in the subject. GWAFP operates in compliance with privacy laws governing Internet communications.

    For more information:

    Email: contactus@gwafp.org

         

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18 May 2022 May '22 Meeting
13 Apr 2022 April 2022 Meeting
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13 Oct 2021 October Meeting
19 May 2021 Spring Training II 2021
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14 Apr 2021 Master Class 2021
10 Mar 2021 March 2021 Event
10 Feb 2021 Master Class 2021
09 Dec 2020 GWAFP December 2020 Event
19 Nov 2020 GWAFP Fall Networking Event
14 Oct 2020 GWAFP October 2020 Event - Webinar
09 Sep 2020 GWAFP September Meeting
10 Jun 2020 GWAFP June 2020 - Webinar
20 May 2020 GWAFP May 2020 Spring Training II - Webinar
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12 Feb 2020 GWAFP February 2020 Event
08 Jan 2020 GWAFP January 2020 Event - Webinar
11 Dec 2019 GWAFP December 2019 Event
13 Nov 2019 GWAFP Networking Reception
09 Oct 2019 GWAFP October 2019 Event - Webinar
11 Sep 2019 GWAFP September 2019 Monthly Meeting
14 Aug 2019 Tour of NBC4 News Station
15 May 2019 GWAFP Spring Training - May 2019
25 Apr 2019 Spring Fling Networking Event
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11 Apr 2018 GWAFP April 2018 Monthly Meeting
10 Jan 2018 GWAFP January 2018 Monthly Event - Webinar
13 Dec 2017 GWAFP December 2017 Monthly Meeting
13 Sep 2017 GWAFP September 2017 Monthly Meeting
09 Aug 2017 Tour of NBC4 News Station
10 May 2017 GWAFP Spring Training - May 2017
12 Apr 2017 GWAFP April 2017 Monthly Meeting
08 Mar 2017 GWAFP March 2017 Monthly Meeting
08 Feb 2017 GWAFP February 2017 Monthly Meeting
14 Dec 2016 GWAFP December 2016 Monthly Meeting
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18 Nov 2015 GWAFP November 2015 Monthly Meeting
09 Sep 2015 GWAFP September 2015 Monthly Meeting
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13 May 2015 GWAFP Spring Training - May 2015
08 Apr 2015 GWAFP April 2015 Monthly Meeting
11 Mar 2015 GWAFP March 2015 Monthly Meeting
11 Feb 2015 GWAFP February 2015 Monthly Meeting
14 Jan 2015 GWAFP January 2015 Monthly Meeting
10 Dec 2014 GWAFP December 2014 Monthly Meeting
04 Nov 2014 GWAFP Cocktail Reception
08 Oct 2014 GWAFP October 2014 Monthly Meeting
13 Aug 2014 GWAFP August 2014 Monthly Meeting
14 May 2014 GWAFP May 2014 Monthly Meeting
09 Apr 2014 GWAFP April 2014 Monthly Meeting
12 Mar 2014 GWAFP March 2014 Monthly Meeting
12 Feb 2014 GWAFP February 2014 Monthly Meeting
08 Jan 2014 GWAFP January 2014 Monthly Meeting
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13 Nov 2013 GWAFP November 2013 Monthly Meeting
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14 Aug 2013 Reagan National Airport Tour
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30 Apr 2013 Bloomberg Washington Summit
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12 Dec 2012 GWAFP December 2012 Monthly Meeting
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16 Oct 2012 The 3-Year Treasury Review: Consistent Implementation of Best Practices
13 Sep 2012 Bloomberg Corporations Symposium
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09 May 2012 GWAFP Spring Training 2012
19 Apr 2012 GWAFP Cocktail Reception
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