Greater Washington
         Association for Financial Professionals
                         GWAFP

GWAFP March 2013 Monthly Meeting

  • 13 Mar 2013
  • 12:30 PM - 3:00 PM
  • Citibank Washington DC

Registration


Registration is closed

Directions to Citibank

March 13, Meeting PROGRAM INFORMATION

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

1:00 - 1:50 p.m. Topic:”Financing Foreign Operations” Discussion of US Multinational firms expanding overseas and foreign multinational firms expanding in the USA. The short-term and long-term financing goals of the multinational firm will be addressed as well as Issues and Barriers associated with debt financing. Solutions and options to consider will be proposed.

Learning Objectives: • Learn about US firms expanding overseas and foreign multinational firms expanding in the US • Discover the challenges of short term and long term debt financing for multinational firms

Speakers: Carter Waddell and Ryan Beiser, Citibank Carter Waddell, Senior Vice President, Citibank Mr. Waddell is a senior vice president and senior relationship manager in the South-Atlantic Commercial Banking Division of Citibank, based in Washington, DC. He has over 35 years of experience in the financial services industry with expertise in commercial and corporate banking, global multinational banking, treasury management and international trade finance. Carter is responsible for developing customized financial and banking solutions for commercial banking clients in a wide array of industries in Virginia, Washington, DC and Maryland, and has specialized for more than 25 years in working with U.S. and foreign multinational corporations located in the Mid-Atlantic. Prior to joining Citibank, Carter worked for SunTrust Bank and Sovran Bank (now Bank of America) in Richmond, VA and JPMorgan Chase Bank in Arizona. Carter has a Bachelor of Arts degree from Hampden-Sydney College and a Masters degree in Business Administration from the University of Richmond. Mr. Ryan Beiser, Senior Vice President - Area Director, Citibank Mr. Beiser is a senior vice president and is an Area Director in the South-Atlantic Commercial Banking Division of Citibank based in Washington, DC. He has over 12 years experience in the financial services industry with expertise in commercial and corporate banking, global multinational banking and treasury management. Ryan is responsible for managing Citi's Commercial Banking activities in Baltimore, Washington DC Metro Area as well as Greater Virginia. Prior to joining Citibank, Ryan managed Middle Market and Large Corporate Relationships for PNC Bank. Ryan is a Certified Treasury Professional and has held several leadership positions within the Cash Management side of the financial services industry. Ryan has a Bachelor of Arts degree from St. Vincent College and a Masters degree in Business Administration from the University of Maryland - Smith School of Business

2:00 - 2:50 p.m. Topic: “Cash Management in Today’s Marketplace”

Mr. Semilof will deliver a presentation on Cash Management in Today's Marketplace with a specific discussion on the current state of cash management, insights on the challenges being faced by treasurers, impact of pending regulatory reform and address the expanding cash management options now being utilized by Treasurers. In response to the expiration of TAG and pending money fund reform, this presentation is an excellent forum for treasurers to learn about and discuss the current state of cash management. The presentation will include the most up to date news and insights regarding the expiration of unlimited FDIC insurance and Money Fund Reform. The session will also introduce alternative cash management vehicles and strategies being utilized by treasurers

Learning Objectives: • Learn the impact of pending regulatory reform • Learn strategies for response to the expiration of TAG and money fund refund • Understand alternative cash management vehicles and strategies

Speaker: Brandon Semilof, Managing Director - StoneCastle Cash Management, LLC Brandon has 19 years of investment experience. Throughout his career, he is credited with helping create and launch innovative and unique cash management solutions that help define the institutional cash market. Prior to joining StoneCastle Brandon was with Vanderbilt Avenue Asset Management, where he was head of sales and marketing. At Vanderbilt, he was successful in helping launch the first institutional liquid FDIC-insured cash management vehicle. Prior to Vanderbilt, Mr. Semilof was a Director at The Reserve, where he was head of Institutional Sales; while there, institutional cash balances under his leadership grew from $5 billion to over $85 billion. Brandon has a B.S. in Business Management from Ithaca College.



REGISTRATION INFORMATION

Please register by March 12, 2012, using our online meeting registration form (www.gwafp.org).

Members: $35

Non-Members: $45

CPE, CAE, and CTP CREDIT INFORMATION

Course attendance recommended for 1 CPE, CAE or CTP credit per 50 minutes.

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Greater Washington Association of Financial Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors 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; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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For more information:
Contact: Donna Ryan
Phone: 202-835-4986
Email: contactus@gwafp.org

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