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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 @ 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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March 2020

Introduction to Treasury Management

March 10 @ 8:00 am - 5:00 pm
Staples Corporate Headquarters, 500 Staples Drive
Framingham, 01702
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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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May 2020

State of the Liquidity Markets

May 21 @ 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 @ 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 @ 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

Introduction to Treasury Management Webinar

October 6 @ 8:30 am - 11:50 am

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, and trade finance to relationship management. This session, offered twice a year, is led by subject experts partnered with corporate practitioners. Members and Member’s Staff:  $150  $120 Non-Members: $250  $200 Who should attend? This is…

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

October 29 @ 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 @ 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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Moving the AR Department from Reactive to Proactive: Journeys in AR Automation

November 19 @ 12:00 pm - 1:00 pm
Webinar

Moving the AR Department from Reactive to Proactive: Journeys in AR Automation Presented by: Jeff Phaneuf - VP, Finance & Planning, Boston Properties, Inc. Bob Stark - Chief Marketing Officer, Versapay Dhiren Patel, CTP - SVP, Head of CRE Deposit and Payment Solutions, U.S. Bank How can organizations successfully leverage FinTech to enable their AR departments to do more with less and improve the experience delivered to their customers in the process? Join U.S. Bank and Versapay on a journey…

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