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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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April 2019

April 3 NEAFP Regional Meeting

April 3, 2019 @ 2:00 pm - 5:00 pm
MGM Springfield, One MGM Way
Springfield, MA 01101 United States
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MGM Springfield One MGM Way, Springfield, MA sponsored by   Beyond the Buzz: Start your emerging technologies preparedness presented by: Seth Marlowe, SVP and Strategist, Insights Consulting Group within Wells Fargo’s Treasury, Merchant, and Payment Solutions Group. The hype is all around us. Accept a payment from your customer’s card, no swipe needed. Use Big Data to gain insights from your cash flows and your customer’s buying habits. Transfer assets and reconcile in real-time. Rapidly advancing technology is altering the…

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2019 Annual Conference

April 24, 2019 @ 7:30 am - April 25, 2019 @ 5:00 pm
Seaport World Trade Center, 1 Seaport Lane
Boston, MA 02210 United States
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Seaport World Trade Center Boston, MA   more information and registration

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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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October 2019

Introduction to Treasury Management

October 2, 2019 @ 8:00 am - 5:00 pm
Cambridge Trust Company, 78 Blanchard St.
Burlington, MA 01803
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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 day is to provide a good foundation with topics ranging from basic treasury management, foreign exchange, and trade finance to relationship management. This will be a full day session including lunch led by subject experts partnered with corporate practitioners. Members and Member's Staff:  $150 Non-Members: $250 Who should attend? This is…

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Intermediate Treasury Management

October 4, 2019 @ 8:00 am - 5:00 pm
Cambridge Trust Company, 78 Blanchard St.
Burlington, MA 01803
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This Intermediate Treasury Management course is designed for mid-level treasury, bank and corporate practitioners who have approximately five or more years of experience. By design, the day begins with an overview of the Corporate Structure followed by liquidity, risk and compliance, technology and managing relationships. Using three very different industry case studies, practitioners will interactively learn how the corporate structure impacts each of the key treasury functions. The sessions will be augmented by bank and corporate speakers who share their…

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November 2019

Women. FinTech. Designing Your North Star

November 2, 2019
Suffolk University Boston, MA United States + Google Map

Suffolk University Boston, MA FintechWomen is so very excited to share the launch the first of the Career Advancement Series which is available to New England AFP members for a 50% discount.   (see Members Only Portal for discount code) This is the first of our full day program, we have designed it as a Learning Conference - Women. Fintech. Designing Your North Star, with partner with Suffolk University. The program vision is to have women and allies to be comfortable with the rapidly…

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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 @ 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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