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March 2018

March 21 Annual Luncheon Meeting

March 21, 2018 @ 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, 2018 @ 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, 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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