Risk Management
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Monday, November 8
No sessions matching this criteria
08:30 AM – 09:30 AM
Risk Management
Panel Discussion
In-Person
Panel Discussion
In-Person
Help With M&A: Focus, Plan, Repeat!!!
Setting expectations early when planning for an M&A transaction is critical to the success of bringing on a newly acquired company or merging with one. When thinking about the myriad of topics that Treasury departments are involved with, making sure nothing gets missed during a time of change is critical. During this session, participants will hear from panel members about their experiences during these challenging times. While no two M&A transactions are alike, it is important to understand how best to plan for what is to come and learn from peers about what they have experienced. A few of the topics that will be discussed: Liquidity Management – how to ensure the financial needs of the new company are met; Risk Management – how to look at exposures (i.e. currency or commodity) of the acquired company and how best to mitigate; Operational Cash Management – ensuring controls are in place on all bank accounts, including signing authority and access to banking systems.
Speakers
Flavia Salvaterra, CTP, Director, Kroll LLC
Steven Polak, CTP, Interim Treasurer, PMC Treasury
Eugenia Collis, CTP, Associate Treasurer - Asset Management, Office of Finance and Treasury of the District of Columbia
Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS
08:30 AM – 09:30 AM
Risk Management
Expert Lecture
In-Person & Virtual
Expert Lecture
In-Person & Virtual
Is Now the Right Time to Implement a Hedge Program
When should you start a currency hedge program? There are numerous elements involved in the correct and one of the trickiest parts of the process is quantifying risk. This session walks through constructing your company’s risk profile, evaluating its tipping point, and the groundwork required to pull the trigger. We will discuss the need to establish trading relationships, a control structure, and competencies across the organization. Leave with the outline of a pre-hedge road map and critical talking points for senior management to be ready when the time arrives.
Speakers
Helen Kane, CEO, Hedge Trackers
Robert Owens, Senior Director, Fixed Income Strategy, Farmer Mac
Pamela Sullivan, Vice President & Treasurer, Virtusa Corporation
Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS
10:30 AM – 11:45 AM
Risk Management
Panel Discussion
In-Person & Virtual
Panel Discussion
In-Person & Virtual
Human Factors: The Greatest Threat to Your Cybersecurity Strategy
Cyber fraud is threatening the operations and bottom line of virtually every organization. An increased growth in cybersecurity careers indicates combatting cyber fraud is a top priority at many organizations yet, cybersecurity measures often focus on technology and overlook the human factor. An information technology expert, a corporate executive, and a cybersecurity professional with expertise in human factors share their knowledge, experience, and perspectives on today’s biggest cybersecurity risks. The discussion covers the role human factors play in exposing businesses to attacks by malware, ransomware, business email fraud, account takeover, and more.
Speakers
Linda Cascardo, Executive Vice President, National Sales Director, Wells Fargo Bank, N.A.
Tami Hudson, SVP, Cyber Relations, Wells Fargo
Calvin Nobles, Chair, Dept. of Information Technology and Management, Illinois Institute of Technology
Simin Myers, Senior Director, Accounts Payable, DaVita
Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: IT
10:30 AM – 11:45 AM
Risk Management
Panel Discussion
In-Person & Virtual
Panel Discussion
In-Person & Virtual
Integrate Strategy, Process, and Technology to Build a Resilient, Flexible Hedging Program
Establishing new risk management practices, evaluating market triggers to adjust current practices, and incorporating flexibility in the face of business uncertainty poses many challenges. In this session a panel of senior treasury professionals optimized, integrated, and automated their financial risk management programs to successfully navigate a rapidly changing macroeconomic landscape and address unprecedented interest rate, FX, and commodity volatility. Panelists discuss their strategies for maximizing return, such as structuring data-driven programs, increasing operational efficiencies, automating manual processes, streamlining accounting workflows, and communicating meaningful and dynamic reporting to stakeholders
Speakers
Amol Dhargalkar, Managing Partner, Chatham Financial
Brian Frey, Vice President and Treasurer, Brunswick Corporation
Craig Neely, Treasurer, Coca-Cola Bottling Company United, Inc
Sherri Speaks, CTP, Senior Manager, Treasury Operations, John Bean Technologies Corporation
Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: MAS
02:00 PM – 03:00 PM
Risk Management
Expert Lecture
In-Person
Expert Lecture
In-Person
Going to Zero: How Boise Cascade Locked in the Cost of a Pension Plan Termination Upfront & How You Could, Too
Despite market volatility, the pension risk transfer market surged at the end of 2020 and we expect significant volumes of buy-ins and buy-outs in the US in 2021. Pension plan terminations are on the rise, but the timeline is long and challenging, introducing significant financial uncertainties for plan sponsors. Hear from Boise Cascade, the first pension plan sponsor in the U.S. to guarantee the cost of a plan termination at the beginning of the process through the innovative use of a pension buy-in.
Speakers
Glenn O'Brien, Managing Director, Prudential Financial
Alexandra Hyten, Head of Structured Settlements & Pension Risk Transfer, Prudential
Denise Sisk, Head of Independent Fiduciary Services, State Street Global Advisors
Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: FIN
Tuesday, November 9
No sessions matching this criteria
08:30 AM – 09:30 AM
Risk Management
Expert Lecture
In-Person & Virtual
Expert Lecture
In-Person & Virtual
Building a Risk Management Program JENGA Style
Identifying an organization's risk exposure is not just extremely important but becoming more of a requirement rather than just a best business practice. To effectively mitigate risk, cybersecurity, data privacy, payments channels, and overall enterprise risk management programs must contain strong components that solidly fit together and remain sturdy under a sudden shift in risk. Building a risk management program does not need to feel like you are playing a game of Jenga! This session identifies key controls to verify or even validate that your risk management program can stand up against the constant inherent attacks or economic volatility your organization may be facing.
Speakers
Kelvin Coleman, Executive Partner, IBM
Nanci McKenzie, VP, Compliance & Business Relationships, Affirmative Technologies
Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS
10:30 AM – 11:45 AM
Risk Management
Panel Discussion
In-Person & Virtual
Panel Discussion
In-Person & Virtual
How Treasurers Can Prepare for, Respond to, and Survive the Chaos and Harms from Data Breach
Treasurers are connected throughout their organization and serve as gatekeepers to sensitive and confidential information for every department in their enterprise. Hackers want to leverage this interconnected role to exploit, cause havoc, and destroy reputations. This panel brings together industry leaders that specialize in cyber crisis response, cyber insurance, and cyber law to provide in-depth and real-world experience regarding data breaches. Gain insight into how treasury can help implement an enterprise-wide risk management strategy to best prevent and mitigate the catastrophic financial, legal, and reputational harms before, during, and after a data breach.
Speakers
Spencer Pollock, Partner, Whiteford, Taylor & Preston
Meredith Griffanti, Managing Director, FTI Consulting, FTI Consulting
Laurel Egan Kenny, Founder and President, Turningpoint Communications
Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: MAS
01:45 PM – 03:00 PM
Risk Management
Simulation
In-Person
Simulation
In-Person
Red Flag Mania: An Immersive and Investigative Fraud Workshop
Fraud and other forms of white-collar crime cost U.S. organizations more than $400 billion every year. Forensic accounting expert, Kelly Richmond Pope, explains how seemingly trustworthy people can make unethical choices in their daily lives. Her unique blend interviews with real-life perpetrators and film making will help you detect red flags and prevent fraud within your own organization. This session is an immersive investigative learning experience. Following clues participants are tasked with solving a crime by identifying the culprit, reflecting on ethical decision-making, assessing internal control weaknesses, and determining risk in a true-crime narrative.
Speakers
Oscar Johnson, Head, U.S. Commercial Treasury and Payments Solution Sales, BMO Harris Bank N.A.
Alfonzo Alexander, President & CEO, Alexander Success Group, Inc.
Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: MAS
01:45 PM – 03:00 PM
Risk Management
Panel Discussion
In-Person & Virtual
Panel Discussion
In-Person & Virtual
Treasurers Risk Mitigation Panel
The pandemic was uncharted territory for treasury and required a quick reprioritization of initiatives and a renewed and stronger emphasis on risk management. Corporates now recognize the need to take action to strengthen treasury, payments and receivables process and technologies to better weather market disruption. Join a cross-functional panel of senior practitioners representing treasury, risk and IT to examine the steps necessary for a coordinated approach to risk management in both the short and long-term. Tasks range from basic employee education to complex technological overhaul including cloud migration and market risk reengineering.
Speakers
Wilson Hoke, Global Currency Director, Mars, Inc.
Steven Wiley. CTP, Vice President Treasury Solutions, FIS Global
Yon Valtchev, FI Application Specialist, Bloomberg LP
Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: MAS
Wednesday, November 10
No sessions matching this criteria
08:30 AM – 09:30 AM
Risk Management
Expert Lecture
In-Person & Virtual
Expert Lecture
In-Person & Virtual
Unclaimed Property: Maintaining Compliance and Managing Risks
Although organizations try to keep up with every regulation possible some can be easily overlooked including Unclaimed Property reporting. With various state laws, frequent legislative changes and administrative burden many companies struggle to implement a process and maintain ongoing unclaimed property compliance. States are enforcing unclaimed property laws more strictly and audits are prevalent across all industries. In this session an expert explores the proactive steps a company must take to manage the potential risks related to unclaimed property and ensure compliance.
Speakers
Diann Smith, Counsel, McDermott Will & Emery
Heather Steffans, Partner Strategic Solutions, MarketSphere Unclaimed Property Specialists
Cheryal Zeilman, CTP, Vice President, Disbursements, Hunt Companies
Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS
Thursday, November 11
No sessions matching this criteria
12:00 PM – 01:00 PM
Risk Management
Expert Lecture
Virtual
Expert Lecture
Virtual
How To Reduce Your Hedging Costs Without Increasing Your FX Risk
Within Treasury landscapes, consolidating relevant data is often a highly manual, time consuming exercise involving an error-prone mix of manual data up- and downloads and various spreadsheets. Dräger risk managers were deriving their FX exposures in Excel based on SAP data exports and no end of manual work. This session examines how Dräger worked to optimize and automate their compilation of group-wide FX exposures and set up a Cashflow-at-Risk model while also aiming to optimize the hedging portfolio to ensure that the desired target risk level is maintained while minimizing cost of carry.
Speakers
Alexander Fleischmann, Head of Market Development, TIPCO Treasury & Technology GmbH
Frank Freitag, Controller FX Risk Management, Draeger
Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: MAS
01:30 PM – 02:30 PM
Risk Management
Panel Discussion
Virtual
Panel Discussion
Virtual
SWIFT on Cybersecurity: The Role of Data in Risk Management
Data is integral to risk management, from assessing counterparties, to ensuring compliant transactions. For teams focused on cybersecurity, the move to ISO 20022, along with the ongoing threat of cyberattacks, brings an increased focus on data. With cross-border payments moving to near real-time, actions need to follow suit or else risk being untraceable. How can financial institutions arrive at transactions that are fast, compliant, transparent, and data-rich? How can they ensure security around payments, from doing business with trusted counterparties to putting in place strong detection measures? In this session, join our panel of experts as they discuss the latest approaches to using data within cybersecurity.
Speakers
Isabel Schmidt, Product Management, Direct Clearing and Asset Account Services, BNY Mellon Treasury Services
Jeff Little, Director of Global Treasury Operations, Texas Instruments
Frank Versmessen, Head of Customer Security, and Customer Security Programme Director, SWIFT
Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: IT