Greater Washington
         Association for Financial Professionals
                         GWAFP

GWAFP September 2015 Monthly Meeting

  • 09 Sep 2015
  • 12:30 PM - 3:00 PM
  • Bank of America

Registration


Registration is closed

Directions to Bank of America

 

Sponsored by:

September 9, 2015 Monthly Meeting

Program Information 

 

12:30a.m. - 1:00 p.m.  Buffet Lunch, Welcome and Introductory Remarks

 

1:00 - 1:50p.m.  Topic: "Same Day ACH, It is Here, You need to Prepare"

   

Same Day ACH Rules have been approved for implementation in the fall of 2016.  Every financial institution must prepare to receive ACH entries that will be settled on the same day as receipt. These new Rules present opportunities and challenges for all participants in the ACH Network. Don’t miss this opportunity to hear how your organization can benefit or will be impacted by the most significant change to the ACH Network in 40 years!

       

Speaker: Kimberly W. Rector, AAP, Senior Director of Education, MACHA

Kimberly is the Senior Director of Education for the Mid-Atlantic Payments Association (MACHA).  She is responsible for providing assistance, education and training regarding the ACH Network and payment systems to MACHA’s members.  Kimberly has 30 years experience in the financial services industry at both commercial banks as well as credit unions, with a concentration in ACH operations and services.

In addition to her day-to-day responsibilities as Senior Director of Education, Kimberly has represented MACHA and its members on several NACHA sponsored Rules Work Groups, responsible for the on-going maintenance and development of new ACH Rules. She was a member of NACHA’s ACH Quality Task Force, the AAP Blue Ribbon Panel, and the Member Rules Review Panel and is currently a member of NACHA’s Government Relations Advisory Group.   Kimberly is a Permanent Accredited ACH Professional (AAP).

2:00 - 2:50p.m.  Topic: "FX Markets and Risk Management"

China recently stunned the global markets by devaluing the Chinese Yuan to a more flexible exchange rate regime.  At the same time, uncertainty around the Fed liftoff has risen, commodities prices have dropped and global growth remains weak.  What lies ahead, and how can clients exposed to international market risks quantify and manage their risk.  Please join us for a discussion on recent volatility in the markets, thoughts on the road ahead and strategies for managing risk.

Speaker: Scott Enstrom, Director, Rates & Currencies Origination, Bank of America Merrill Lynch

Scott Enstrom is a Director in the Global Rates & Currencies Origination group at Bank of America Merrill Lynch.   Based in Charlotte, Scott is responsible for Foreign Exchange advisory and trade  execution services for the bank’s commercial clients located in the mid-Atlantic region.

Scott joined Bank of America Merrill Lynch in 1989 as an associate in the Corporate Audit Division.  He joined the FX desk in 1993, being promoted to VP and moving to Charlotte in 1998.  Scott has been working with clients in the mid-Atlantic region in his current capacity as Director since 2001.

Scott holds a B.A. in Economics from the University of Maryland.

REGISTRATION INFORMATION

Please register by September 7, 2015, using our online meeting registration form (www.gwafp.org).

Members: $35

Non-Members: $55

CPE, CAE, CTP, FP&A CREDIT INFORMATION

Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Please note: Greater Washington Association of Financial Professionals is no longer registered with the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding CPE may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN37219-2417. Website: www.nasba.org.

CANCELLATION AND REFUND POLICIES

Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled. Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.

Complaints should be directed to the Education Committee at education@gwafp.org; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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For more information:

Email: contactus@gwafp.org

   

 

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