Boston Public Library
700 Boylston St., Boston
Commonwealth Salon, Main Floor, McKim Building. Enter through Dartmouth St. entrance.
|1:30-2:00||Registration - Networking|
|2:00-3:15||Transforming a Global Treasury Organization from "Transactional" to "Strategic"|
|3:15-4:30||Bitcoin: Fear, Uncertainty, Doubt (FUD)|
Please join us at the first annual Open Meeting to be held at the Boston Public Library!
presented by Bernhard Heine, Professional Business Coaches, Inc.
Help your organization create a leadership culture that profoundly improves the performance of the organization by incorporating the 5 simple yet powerful principles that will change the way we view human behavior and our belief about accountability and responsibility. We will discuss these 5 principles and also address elements of personal effectiveness and self-awareness which are so essential for leaders and where there is often much room for improvement. To help everyone implement what they are learning and take their leadership to the next level, everyone in attendance will receive an access code to take a FREE Everything DiSC Work of Leaders on-line assessment. This is a $100 value! There are no strings attached, you get the code and take the assessment online and the result will be send to you via email. This is a powerful instrument that gives important feedback on your behavioral style and your leadership strengths and recommendations for improvement.
presented by John Villela, CFA, Longfellow Investment Management
Much is written in the press about Janet Yellen, Federal Reserve Chairwoman, and the “Fed.” But what does this mean and why should you care? This session will provide a brief history of the Federal Open Market Committee (FOMC), describe the make-up of the committee, and the mechanics of how it works. The session will include a discussion on the current challenges facing the FOMC and how its decisions can and will affect your department.
|Approved for up to 3 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.|
|Approved for up to 1.5 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.|
Open to all at no charge, space is limited, pre-registration required.
About the speakers:
Bernhard Heine is a business & Executive coach and founder of Professional Business Coaches, Inc., (www.TheProfessionalBusinessCoaches.com) and is focused on helping business owners and leaders achieve the growth & balance they seek by removing obstacles & relieving stress.
Bernhard has an MBA from Harvard, is licensed by the Professional Business Coaches Alliance, is an Authorized Partner Everything DiSC, and an Authorized Client Builder Sales Coach.
Bernhard is fluent in German, and lives with his wife and 2 children in Marshfield, Massachusetts.
John Villela, CFA
Mr. Villela serves as a Managing Principal and Portfolio Manager at Longfellow Investment Management. John leads Enhanced Cash and Short Duration portfolio management with a special focus on the credit sector.
Prior to joining Longfellow in 2005, John worked at State Street Research (SSR) as a portfolio analyst on the fixed income team . He was also a member of the Market Based Group, focusing on $4 billion in credit assets along with Short/Intermediate Duration accounts. Prior to SSR, John was a trader at Standish Mellon. John’s trading experience includes credit, ABS, governments and fixed income derivatives. He brings additional investment, sales and relationship experience from prior roles at Lehman Brothers and HSBC.
John has over 20 years of industry experience and holds an MBA and BA in Mathematics from Boston College. He has held Series 7 and 63 licenses. John is a CFA charterholder, a member of the CFA Institute and a member of the Boston Security Analysts Society.