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May 2020 Spring Training I
DATE
May 13, 2020
LOCATION
Conference access – Provided to registrants
PROGRAM SCHEDULE
12:00 – 12:50 p.m.
1:00 - 1:50 p.m.
"Treasury of the Future/Technology Pitfalls"
Speaker: Stephanie Villatoro, Strategic Treasurer
“How to Build a Low Risk, Profitable Global Network without Leaving Home”
Speaker: Cole Augustine, Galactic Trade Consultants
REGISTRATION INFORMATION
Members - Free
Non-Members: $50
On-line at www.gwafp.org
PROGRAM DETAILS:
“Treasury of the Future/Technology Pitfalls”
12:00PM- 12:50PM – “Challenges to Treasury Technology: Analysis of Common Technology Pitfalls and How to Avoid Them”
This session will review current state of treasury technology; top usage and adoption challenges; how to navigate top challenges; and managing investments in technology.
Speaker: Stephanie Villatoro, Senior Treasury Consultant, Strategic Treasurer
Stephanie Villatoro is a senior treasury consultant with Strategic Treasurer, where she works alongside clients in reaching realistic solutions and effective project management to ensure on-time, in-budget project delivery.
She assists companies with multiple aspects of treasury, including global treasury projects, technology engagements, and banking relationship/service efforts. She brings a wealth of practical knowledge from over 20 years of global treasury experience in various industries, including financial services, manufacturing, government, technology, and utility industries.
Ms. Villatoro received her degree in Business Administration with a concentration in finance from West Virginia University and obtained her CTP (Certified Treasury Professional) from the Association of Financial Professionals.
12:50PM- 1:00PM – Break
1:00PM- 1:50PM - “How to Create a Global Banking Infrastructure, without Leaving Home”
Managing your banking is tricky, especially on a global scale. New technology and regulatory progress has made these challenges dramatically less cumbersome for financial institutions and their clients. Look at practical techniques for how to build a structure that lets you focus on the parts of your business that are most important, regardless of whether you're a company or a financial institution. It doesn't have to be this hard.
Cole Augustine is the founder of Galactic Trade Consultants and a career financial services professional, focused on helping companies and financial institutions streamline the opaque, cumbersome process of cross-border payments, international trade, and foreign exchange. Cole spent most of his career working in the banking industry -- taking on responsibilities ranging from implementations and product management to sales and relationship management. For almost 15 years he focused largely on cross-border payments and international business. His experience on "most sides of the desk" helps Cole better understand the needs of banking customers, ensuring that their pain points are clearly understood and, in many cases, identifying issues that might have gone unnoticed. In Cole's current capacity, he focuses on taking on the big ideas in payments and trade, domestically, globally, and beyond.
CPE, CAE, CTP, FP&A CREDIT INFORMATION
Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.
Delivery Method: Webinar
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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