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January 2018

January 17 Meeting – Retail 2018

January 17 @ 1:30 pm - 5:30 pm
The Social, 320 Washington St.
Newton, MA 02458 United States
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THIS MEETING HAS BEEN CANCELLED DUE TO WEATHER AND WILL BE RESCHEDULED. PLEASE NOTE NEW VENUE: The Social 320 Washington St., Newton, MA Retail 2018 – Apocalypse, Armageddon or Evolution? presented by: Ron Pastore, Director, AEW Direct Investment Group The retail industry has had a spike in store closures in 2017 universally blamed on e-commerce. There are far more powerful longer-term demand-side trends that drove retail in the past, and will continue to drive it in the future, namely: Increasing…

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February 2018

FAIRFIELD COUNTY AFP – Technology – the new frontier (digital, disruption and robotics)

February 14 @ 3:30 pm - 5:00 pm
Sacred Heart University, 3 Landmark Square
Stamford, CT 06901 United States
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Presented by   Paul Bramwell, Ernst & Young LLP Time:              Sign in 3:15pm, This session will focus on the topic of robotic process automation in today’s corporate world. The technology that has brought our working world to where it is today is forever changing the way we conduct business, and at a pace that seems to be ever increasing. Mundane tasks and manual processes can be reduced or even eliminated with robotics. There are a plethora of applications that can decrease repetitive…

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March 2018

Introduction to Treasury Management

March 6 @ 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:  $100 Non-Members: $200 Who should attend? This is…

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FAIRFIELD COUNTY AFP- Working Capital

March 14 @ 3:15 pm - 5:00 pm
Sacred Heart University, 3 Landmark Square
Stamford, CT 06901 United States
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presented by Dave Temme, PNC Bank Registration through Fairfield County AFP – www.fcafp.com under Events.

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March 21 Annual Luncheon Meeting

March 21 @ 10:00 am - 12:30 pm
Federal Reserve Bank of Boston, 600 Atlantic Ave
Boston, MA United States
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Unless Governor Baker issues a state of emergency for Boston, tomorrow's luncheon meeting is going on as scheduled. In an effort to get ahead of the impending storm, the timing is being adjusted. The new schedule will be: 9:45-10:30    Registration/Networking/Coffee 10:30-11:30  Program 11:30-12:15   Lunch Implications of Extending the Cycle presented by Mike Acton, Managing Director, AEW Research The world’s central banks are beginning the great unwind, moving from Quantitative Easing (QE) to Quantitative Tightening (QT).  At the same time, the…

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April 2018

FAIRFIELD COUNTY AFP- Cash Management Strategies in the New Liquidity Environment

April 11 @ 3:15 pm - 5:00 pm
Sacred Heart University, 3 Landmark Square
Stamford, CT 06901 United States
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presented by Morgan Stanley Investment Management, Matthew Terhune, Vice President and Brian Buck, Executive Director      Morgan Stanley will provide an overview of what has changed in the liquidity environment over the past year and what we should expect in 2018. They will discuss how some of your peers are approaching cash management given the changes in regulation, rates, and new product development. The discussion will provide a foundation of how to optimize your short term investment program to meet specific…

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2018 Annual Conference

April 18 @ 8:00 am - April 20 @ 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 @ 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 @ 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 @ 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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