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April 2018

2018 Annual Conference

April 18, 2018 @ 8:00 am - April 20, 2018 @ 3:00 pm
Seaport World Trade Center, 1 Seaport Lane
Boston, MA 02210 United States
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Seaport World Trade Center Boston more information and registration

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May 2018

NH Regional Meeting

May 24, 2018 @ 9:30 am - 1:00 pm
Fidelity Investments, One Spartan Way
Merrimack, NH 03054 United States
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Fidelity Investments 1 Spartan Way, Merrimack, NH Seeking to Optimize Corporate Liquidity presented by Kerry Pope, Institutional Portfolio Manager, Fidelity Investments Fidelity Investments Institutional Portfolio Manager Kerry Pope will offer insight on balancing safety, liquidity and return through aligning liquidity segments with appropriate investment objectives and constraints that prudently structure corporate liquidity to opportunistically benefit from a shifting environment in which products, rates and regulations continue to evolve. Prudent liquidity management starts with cash forecasting that drives liquidity segmentation. Once…

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June 2018

Maine Regional Meeting

June 12, 2018 @ 4:00 pm - 7:00 pm
D.L. Geary Brewing Company, 38 Evergreen Dr.
Portland, ME 04103
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D.L. Geary Brewing Company Portland, ME Advanced Financing Topics – Learning the Language Join us for a discussion about Advanced Financing Options as told by a Practitioner (Frank Douglass / Director, Treasury, WEX Inc.) and a Banker (Jane Parker / Senior Relationship Manager, Bank of America Merrill Lynch).   Frank and Jane will discuss the pros and cons of various financing options, the stakeholder considerations  for each option, and will break down the terminology that is used in the financial marketplace,…

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June 20 Meeting

June 20, 2018 @ 1:00 pm - 4:30 pm
Tuscan Kitchen, 2400 District Ave.
Burlington, MA 01803 United States
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Tuscan Kitchen Burlington, MA   Cybersecurity through the Lens of Fraud Specialists Panelists: John Cruise, Citizens Bank Timothy Russell, FBI Michael West, Fidelity Investments Join us as three industry experts discuss the latest Cybersecurity threats to your business, the overall financial services industry as well as, you personally.  The panel will provide their insights on the latest Business Email Compromise schemes as well as the steps you can take to protect your business and personal information.  The panel will also…

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September 2018

September 17 Meeting

September 17, 2018 @ 1:30 pm - 5:00 pm
Partners Healthcare, 399 Revolution Drive, Assembly Room A
Somerville, MA 02145
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Partners Healthcare Somerville, MA An Insiders Guide to the Mass State Treasury presented by Jim MacDonald, First Deputy Treasurer The Massachusetts Treasury department is comprised of multiple departments and agencies that handle financial concerns, asset management, and advocacy. Jim MacDonald, First Deputy Treasurer of the Commonwealth, will provide an overview of the workings of the office of the State Treasury and how decisions are made to make things move as it relates to banking, cash flow, paying bills, and issuing…

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Introduction to Treasury Management

September 19, 2018 @ 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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October 2018

Bloomberg’s Corporate Treasury Day

October 18, 2018 @ 12:00 pm - 4:30 pm
Westin Hotel, 7 Third Ave.
Waltham, MA 02451
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Westin Hotel Waltham, MA Bloomberg LP invites you to their Corporate Treasury Day! The easiest way to collect some CTP and FP&A Credits! Also the best way to meet like-minded colleagues while exploring the Efficiencies Technology brings to your daily tasks.   For registration and complete agenda follow this link : more information and registration

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October 23, 2018 @ 8:00 am - 5:00 pm
Rockland Trust Company, 58 Main St.
Franklin, MA 02038
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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 2018

November 15 Meeting

November 15, 2018 @ 1:30 pm - 5:00 pm
Hasbro Inc., 1027 Newport Ave
Pawtucket, RI 02862
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Hasbro Headquarters 1027 Newport Ave, Pawtucket RI Prior to the meeting, shop the 'must have' toys of Christmas at Hasbro's Toy Shop at fantastic discounts!  Reserve your place now for this popular venue!!   The meeting sold out last year. How AIM Mutual Transformed Receivables Processing with Intelligent Learning presented by: Leilani Doyle, SVP Product Management, U.S. Dataworks Tom Drunsic, CEO, Lighthouse Payment Services Steven Privitera, Account Receivables Manager, Northland Industrial Truck Co., Inc. It’s no secret treasury services are changing.…

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January 2019

January 16 Meeting

January 16 @ 1:30 pm - 4:30 pm
10 CityPoint, 550 Totten Pond Rd.
Waltham, MA 02451
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10 CityPoint 550 Totten Pond Rd. Waltham, MA  02451 Cash is Back! – A Conversation About Why Please join J.P. Morgan Asset Management Portfolio Managers Adam Ackermann and Christopher Mercy for an in-depth conversation about the state of the liquidity industry and the broader USD Money Markets. They will recap 2018 and provide thoughtful insights on expectations for 2019. Additionally, Adam and Chris will identify potential opportunities and challenges that cash management professionals may be presented with this year (and beyond). Discussion…

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