Greater Washington
         Association for Financial Professionals
                         GWAFP

GWAFP Spring Training - May 2017

  • 10 May 2017
  • 11:30 AM - 4:00 PM
  • PNC, Washington DC

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Spring Training Event - May 2017

DATE

May 10, 2017

LOCATION

PNC Bank, 800 17th Street, NW, Washington, DC 20006

SPONSOR

PNC Bank

  

PROGRAM SCHEDULE

11:30 – 12:00 p.m.

Buffet Lunch, Welcome and Introductory Remarks

12:00 - 12:50 p.m.

“ACH Update” – Speaker: Kimberly Rector, Director of Education, Mid-Atlantic ACH Association

1:00 - 1:50 p.m.

 “International Treasury and Cash Management” – Speaker: Natalia Bykova, Gannett Co., Inc.

2:00 - 2:50 p.m.

“International Best Practices and Landscape” – Speaker:  Donglei Ji, PNC

3:00 - 3:50 p.m.

“SWIFT Overview” – Speakers:  Will Liu, SWIFT; Cheryl Jacobs, Wells Fargo

REGISTRATION INFORMATION

Members: $35

Non-Members: $85

On-line at www.gwafp.org

        

PROGRAM DETAILS:

“The State of ACH – NACHA Update”

Speaker:   Kimberly Rector, 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 over 32 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).

“International Treasury and Cash Management”

Speaker:   Natalia Bykova, Director of Treasury, Gannett.

Natalia is a corporate treasury practitioner with over 15 years of treasury management experience. Currently serving as Director of Treasury at Gannett Co., Inc. where she manages cash forecasting and is heavily involved in optimizing treasury structure and rationalizing bank accounts and partnerships post-spin, as well as a key contributor supporting integrating company's strategic M&A activities across various financial systems and processes. Natalia is also managing the operational risks and facilitates audit compliance.

In her prior role as Director and Assistant Treasurer at MicroStrategy Inc., Natalia ran the centralized treasury team overseeing liquidity forecasting, FX hedging and global expansion across 24 international subsidiaries. She has put in place a cash pooling structure to ensure visibility into company’s cash resources globally. Natalia was also responsible for overseeing company's consolidated investment portfolio and risk mitigation of financial exposures, as well as share repurchase activity. Natalia also serves on the Communications Committee of the local Greater Washington AFP chapter and provides consulting services in the area of treasury management.

“International Best Practices and Landscape”

Speaker:   Donglei Ji, International Advisor/Senior Vice President, PNC.

Donglei joined PNC’s Treasury Management Group as the International Advisor/Senior Vice President in December 2015.  She specializes in working with sales team and clients to build and deliver efficient international trade and cash management solutions. Prior to this role, Donglei was a Relationship Manager with PNC Wealth Management team located in Washington DC. 

In 2008, Donglei relocated from Chicago to Shanghai, China to establish PNC Bank’s first overseas office and served as the Chief Representative from 2008 to 2015.  In 2011, Donglei was promoted to Senior Vice President, one of the youngest in the corporation.  During her tenor in China, Donglei managed a team of professionals and acted as the PNC “Ambassador” in the local market, cultivating strong relationships with the local government, regulators and financial institutions.  Prior to relocating to Shanghai, China, she was the Regional Manager in charge of Asia Pacific, Western Europe, and Turkey, responsible for correspondent banking, trade finance & structure trade, as well as sales & distribution.  Donglei joined National City Bank (acquired by PNC Bank in 2008) in 1999 as a management trainee and joined the International Division as a credit analyst in 2001. 

Donglei received a Master of International Management and Marketing from Case Western Reserve University and earned a Bachelor’s degree in International Business, Economics and French from Mount Union College.   Donglei has spoken at a number of Association of Financial Professionals (AFP) and industry conferences both in China and USA. Currently, Donglei serves as Board member of the National China Garden Foundation in Washington D.C.

“SWIFT Overview”

Speakers:   Will Liu, SWIFT and Cheryl Jacobs, Wells Fargo.

Will Liu, CTP is a Regional Sales Manager for SWIFT for Corporates covering the Northeast, Midwest US and Eastern Canada. Will is currently dedicated to providing deeper education around SWIFT offerings and how it can provide greater cash management and payment initiation optimization while achieving both cost savings and standardization. Prior to joining SWIFT, Will worked as a relationship manager and liquidity specialist for large corporate clients at J.P. Morgan. He is a proud graduate of Cornell University in Ithaca, NY. Go Big Red!

Cheryl B. Jacobs is product manager for global urgent payments and Society for Worldwide Interbank Financial Telecommunication (SWIFT) for Corporates specialist for Wells Fargo. She has been with Wells Fargo since 2005, working with global payments, SWIFT for Corporates, and online services for customers using treasury management services. She is a certified treasury professional (CTP). Before joining Wells Fargo, Cheryl worked for Huntington National Bank and Bank One, supporting online services for treasury management clients. She earned a B.S. in human ecology from The Ohio State University. She became a CTP in 1997 and earned her Certified SWIFT for Corporates designation in 2014.  Cheryl lives in Charlotte, NC with her husband and daughter.

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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Email: contactus@gwafp.org

     

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