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March 2019

March 20 Annual Luncheon Meeting

March 20, 2019 @ 11:30 am - 2:00 pm
Federal Reserve Bank of Boston, 600 Atlantic Ave
Boston, MA United States
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11:30 - 12:15    Registration/Networking 12:15 -  1:00     Lunch 1:00   -  2:00    Program Trends in Deposits and Investments presented by Kim Brusteun, Senior Vice President|Money Center Director, U.S. Bank Kim is first to admit she has no clue what is going to happen in the future. However, let’s have some fun looking at where we’ve been (#10yearchallenge) and where we might be heading.  Along with a review of the current economic backdrop and Federal Reserve policy…

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June 2019

June 19 Meeting

June 19, 2019 @ 1:00 pm - 5:00 pm
Staples Corporate Headquarters, 500 Staples Drive
Framingham, 01702
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Staples Framingham, MA The Next Generation of Treasury Technology presented by Alex Williamson, Director of Account Management, Kyriba The next wave of technology is coming to treasury, offering new levels of speed, transparency, and automation. But leveraging new technology is not just about automating what you do today; it is about understanding the opportunities to evolve treasury to another level. This presentation will review: Real-time payments: how instant settlement of payments changes cash and payment management What do blockchains and…

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September 2019

September 25 Meeting

September 25, 2019 @ 1:00 pm
10 CityPoint, 550 Totten Pond Rd.
Waltham, MA 02451
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10 CityPoint 550 Totten Pond Rd. Waltham, MA  02451 Blockchain, Cryptocurrency & Treasury Management presented by Janice Leahy and Charles Hills, L&V Partners Today cryptocurrencies have become a global phenomenon and esoteric to most corporate financial professionals capitalizing on opportunities in addition to weighing both integration and risk. While not understood by most professionals, banks, and governments, many companies are aware of their importance and future significance. We will also review the USA tax impact of these digital currencies to your business.…

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November 2019

November 13 Meeting

November 13, 2019 @ 1:30 pm - 4:00 pm
Fidelity Investments, 500 Salem St.
Smithfield, RI 02917 United States
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Fidelity Investments Smithfield, RI A Safe Port in a Storm presented by Kerry Pope, Fidelity Investments After several years of growing economic growth, the red sky at morning is causing investors to take warning that the long anticipated recession may be finally washing up on the global shores. Negative rates and inverted yield curves are signals of the global slowdown that has been exasperated by trade disputes, Brexit, demographics and political instability. Although the Federal Reserve and most other central…

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January 2020

January 16 Meeting

January 16, 2020 @ 1:30 pm - 4:00 pm
JPMorganChase, 50 Rowes Wharf
Boston, MA 02110 United States
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J.P. Morgan Chase 50 Rowes Wharf, Boston Disruptive Technology in Finance presented by Dan Hogan, Regional Vice President, UiPath, Inc. Denise Hucke, Executive Director, Global Technology - Cybersecurity & Technology Controls, J.P. Morgan Chase Scott McGaunn, Special Agent, Federal Bureau of Investigation Deborah R. Myers, Executive Director, Product and Investment Strategy, J.P. Morgan Chase Ahmed Zaidi, Chief Automation Officer and Founder, Accelirate, Inc. Automation is creating newly found efficiencies in finance and treasury.  From Robotic Process Automation (RPA) to leveraging…

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May 2020

State of the Liquidity Markets

May 21, 2020 @ 12:00 pm - 1:00 pm
Webinar

An Exclusive Interactive Webinar for the New England AFP During this tumultuous market, treasury professionals have a wide range of questions as they navigate this environment, assess risk, evolve their strategy and re-position for the second half of 2020. While there is not a shortage of information being produced right now, it can be difficult to cut through the clutter and have your questions answered in real time. As part of your affiliation with the New England AFP, you are…

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June 2020

How to Roll Out a Supply Chain Finance Program Webinar

June 18, 2020 @ 10:45 am - 12:00 pm
Webinar

Annual Meeting Agenda: Results of Officer Election Association Update Program:  The Art of the Relationship: How to Roll Out a Supply Chain Finance Program Everyone Can Love presented by: Bradley Johns, Sr. Treasury Manager, Bimbo Bakeries USA and Kathryn Farrell, Director, Structured Trade Sales Manager, Bank of America Under constant pressure to optimize working capital, treasury organizations must balance the need to extend Days-Payable-Outstanding and the necessity of protecting vital relationships with key suppliers. In this panel discussion, Bimbo Bakeries…

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July 2020

Video Interviewing Tips for Treasury Professionals Webinar

July 9, 2020 @ 12:00 pm - 1:00 pm
Webinar

Video Interviewing Tips for Treasury Professionals presented by Joe Grabowski, Vice President, Treasury Talent The pandemic has brought major shifts in how Treasury teams conduct operations, and technology has allowed virtual meetings to take the place of in-person/face-to-face meetings, which impacts have relationships are developed and nurtured. As companies resume hiring in this new landscape, this means virtual/video interviews are replacing traditional in-person interviews, which presents unique challenges for both interviewers and interviewees. In this interactive conversation, we will cover…

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October 2020

Is Your Treasury Management System Over Sold or Underutilized (and how to tell)?

October 29, 2020 @ 12:00 pm - 1:00 pm
Webinar

  Is Your Treasury Management System Over Sold or Underutilized (and how to tell)? presented by  Bruce Lynn, Managing Partner, The Financial Executives Consulting Group LLC  (The FECG LLC) and Daniel Melski, VP Finance & Treasurer, Church & Dwight Co., Inc. Many surveys by the AFP and others have shown that TMSs are pervasive within most large companies. These same surveys have also shown a dissatisfaction with the “product”; for example, companies with a TMS continue to use and depend…

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November 2020

One Bank’s Evolution into Real-Time Payments

November 12, 2020 @ 12:00 pm - 1:00 pm
Webinar

      One Bank’s Evolution into Real-Time Payments presented by: Shaun Eaves, VSE Corporation Jim Maimone, Citizens  Lana Skryabina, The ClearingHouse After brief context on the RTP® network and Citizens Bank’s implementation and status, the session will provide a firsthand account of lessons learned during the implementation process and a look ahead for real-time payments at the bank.  This includes:  feedback from clients on what they expect, how the bank responded, and insights about the path to client adoption.…

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