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November 2018

November 15 Meeting

November 15, 2018 @ 1:30 pm - 5:00 pm
Fidelity Investments, 500 Salem St.
Smithfield, RI 02917 United States
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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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March 2019

Introduction to Treasury Management

March 5 @ 8:00 am - 5:00 pm
Rockland Trust Company, 58 Main St.
Franklin, MA 02038
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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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March 20 Annual Luncheon Meeting

March 20 @ 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 @ 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 @ 7:30 am - April 25 @ 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 @ 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 @ 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 @ 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 @ 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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