The New England AFP has developed full day virtual sessions to augment the material offered at our bi-monthly meetings and annual conference. Each session is presented by subject matter experts.
Please note: This is an introductory session, and as such, the AFP does NOT qualify it for CTP/CCM Renewal credits. This session has been designed to comply with the requirements set forth by NASBA for CPE credits for Accountants.
Introduction to Treasury Management Webinar- October 6, 2026
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The Introduction to Treasury Management course is designed for treasury analysts who are new to the field or have less than 2 years of experience. The goal of the program is to provide a good foundation with topics ranging from basic treasury management, foreign exchange, trade finance to relationship management. This session, offered twice a year, is led by subject experts.
Who should attend? This is a BASIC INTRODUCTORY session. Past attendees included treasury analysts, accountants, financial analysts, treasury assistants, executive assistants, treasury management sales personnel, accounts payable specialists and business systems analysts.
| Members/Member's Staff | Non-Members | |
|---|---|---|
| Introduction to Treasury Management | $175 | $275 |
| AGENDA | |
|---|---|
| 8:30 - 9:45 | Domestic Cash Management presented by Libby Lindstrom, TD Bank |
| 10:00 -11:15 | International Cash Management presented by Dennis Corbett, Silicon Valley Bank |
| 11:30 - 12:30 | Trade Finance 101 presented by Carla Winfield, Silicon Valley Bank |
| 12:30-1:00 | Lunch Break |
| 1:00 - 2:15 | FX Risk presented by Tom Stapleton, Rockland Trust |
| 2:30 - 3:15 | Hedging 101 presented by Michael Denaro and Jack Zhao, Citizens Bank |
| 3:45 - 4:45 | Relationship Management presented by Coleman Nee, Corvias and Joseph Apau, Citizens Bank |
Comments from past year’s attendees
. . . the discussions enabled me to fully understand some high-level concepts that I had been struggling with at work.
. . . this helped me to apply my new knowledge to current Treasury changes being made in my company
. . . being brand new to the industry, I learned so much that I can take back and use day-to-day.
. . . I just started in my position as cash analyst and found this class VERY beneficial.
. . . I will be able to apply what I learned to my daily responsibilities.
. . . I learned the whole picture of how the treasury department works. Speakers- excellent. Looking forward to study and get my certification.
Please note: This is an introductory session, and as such, the AFP does NOT qualify it for CTP/CCM Renewal credits. This session has been designed to comply with the requirements set forth by NASBA for CPE credits for Accountants.
Intermediate Treasury Management Webinar – October 7, 2026
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The Intermediate Treasury Management course is designed for mid-level treasury, bank and corporate practitioners who have approximately five or more years of experience. The day begins with a deep dive into account analysis statements followed by liquidity, FX risk, technology and bank connectivity, AI forecasting and payments/merchant services. The sessions will be presented by expert bank and corporate speakers who will share their wealth of knowledge within treasury. You’ll learn best practices and pitfalls to avoid.
| AGENDA | |
|---|---|
| 8:30 -10:00 | Bank Fee Myths: Busting Common Beliefs and Misconceptions on Account Analysis Statements presented by Tamir Shafer, Redbridge |
| 10:15-11:05 | Liquidity presented by Coleman Nee, Corvias and Sean Rudman, KeyBank |
| 11:20-12:10 | FX Risk presented by Tyler Thurgood, Corpay |
| 12:25 -1:15 | Treasury Technology and Bank Connectivity presented by Bob Stark, Kyriba |
| 1:30 - 2:30 | Using AI for Cash Forecasting presented by Dave Sackett |
| 2:45 - 4:30 | Your Card Acceptance Costs Just Changed....Did You Notice? presented by Chelsey Kukok, Redbridge |
Who should attend? Mid-level practitioners who want to enhance their knowledge and skills in treasury management. Past attendees included treasury analysts, financial analysts, treasury management sales personnel, and associate treasury managers.
 | Approved for up to 8.1 CTP/CCM recertification credits by the Association for Financial Professionals |
 | Approved for up to 8.1 FPAC recertification credits by the Association for Financial Professionals |
| Members/Member's Staff | Non-Members | |
|---|---|---|
| Intermediate Treasury Management | $275 | $375 |
Comments from past attendees
. . . Very informative and readily applicable topics..
. . . Nice range of topics. Small group of attendees makes for interactive discussion
. . .High quality speakers!
. . . I thought it was a great high level overview of all the topics
. . .I was particularly interested in attending the Cashflow Forecasting; Liquidity; and Bank Relationship sessions. Picked up a few pointers and appreciate the opportunity to ask couple pertinent questions to presenters and NEAFP Board Members
. . .I enjoyed each session and find the interactive, smaller sessions more productive and enjoyable – enhances the opportunity for participants to ask questions if needed. Great job!