Fidelity Investments
One Spartan Way, Merrimack, NH

Introduction

Steve Johnson, SVP, Fidelity Investments and Jim Scalisi, Vice President, Fidelity Investments

Cyber Security at Fidelity

presented by Michael West, Vice President Fidelity Investments

Michael West, Fidelity’s Vice President of Cyber Investigations, will discuss the cyber events occurring in the news and the different tiers of cybercrime. He will explore the evolution of cybercrime and the role of organized crime and provide best practices for personal cyber protection.

Optimizing Your Corporate Liquidity through Cash Segmentation

presented by Kerry Pope, Institutional Portfolio Manager, Fidelity Investments

Fidelity Investments Institutional Portfolio Manager Kerry Pope offers insight into how to manage corporate liquidity – and the critical role cash segmentation can play – now that recent money market regulatory changes are in place. In this new environment, and in light of upcoming Basel III deadlines and short-term rate uncertainty, corporate treasurers need investing strategies for their operating cash. While bank deposits and government money market funds are likely to continue to be popular options, the main focus of Kerry’s presentation is cash segmentation – allocating cash balances into multiple “buckets” of operating and strategic liquidity. Kerry will discuss this strategy in detail, focusing on how it can allow corporate treasurers to take advantage of a wider array of solutions, including conservative ultra-short bond funds and separately managed accounts. Using real-word examples to illustrate the risk/return dynamics of these new strategic liquidity alternatives and how to best use these new instruments, Kerry will demonstrate how effective these options may be in further limiting risks while enhancing returns.

 A View from The Hill

presented by Gary Blank, SVP, Regional Public Affairs and Community Relations, Fidelity Investments

The presentation will touch upon politics, an update on key policy priorities, and the impact of the 2016 election results on key financial regulatory/legislative issues

Lunch and Introduction to NEAFP

Expanding your Corporate Plastic

presented by Brian Moran, VP – NAM Regional Sales Head, Commercial Solutions Sales, MasterCard
Jay Park, VP Corporate Cash Management Sales, Santander Bank

Commercial card usage as a form of payment continues to rise. Beyond the efficiencies of electrifying your payables, commercial cards offer corporate practitioners a way to make direct impact to the organization’s bottom line. This session will cover trends in the market, best practices for those using or looking to adopt commercial cards, and where we are headed with this growing payment type.

Fidelity Associate Panel for College Students attending

Elizabeth Shanley University Relations Manager, Fidelity Investments

Members: No Charge
Non-members: $35

	Approved for up to 4.8 CTP/CCM recertification credits by the Association for Financial Professionals
	Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals