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• Annual Treasury Management Virtual Conference

  • Start
    September 17, 2020
  •  
    (CDT)
  • End
    September 18, 2020
  •  
    (CDT)
  • Schedule
    2 sessions
  • Location
    Virtual

  Register

  Treasury Management Virtual Conference 

  September 17th & 18th, 2020 1:00 - 4:30 p.m. CST 

  Call in details will be updated

          

  

  
  

  From the basic concepts of finance and treasury management, operational best practices, risk management, technology, and more, we’ll discuss everything you need for a successful career in Treasury Management.

  If you are CPE, AAP, CTP, or FP&A certified, this is great way to obtain continuing education credits locally.

  
  

  For A Complete Listing of Conference Sessions & Speaker Information Click Here

  
  

  Approved for up to 5.0 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

  Approved for up to 3.0 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

  Approved for up to 5.0 CPE recertification credits by the NE Board of Public Accountancy.

  Sessions 1, 2 and 4 are Approved for up to 3.0 AAP recertification credits.

  Session 2 Approved for 1 APRP recertification credit.

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• October NAFP Lunch

  • When
    October 15, 2020
  •  
    12:30 PM - 1:30 PM (CDT)
  • Location
    Virtual

  Register

  

  Robotics and AI in Finance and their impact on Human Capital in a Changing World

  The presenter will discuss current trends in robotics and artificial intelligence, their impact on human capital in the finance field, and how our ever-changing world  influences these trends.

  
  

  Jennifer Murnane-Rainey, PhD

  President JAM Group LLC

  
  

  Jennifer has held executive-level finance, sales, marketing, and operations positions and played a key role in strategic planning efforts for organizations in the financial services, business services, and education industries. Jennifer has consulted on complex business issues to improve organizational performance in the corporate, government, and nonprofit sectors. 

  In addition, Jennifer's experience spans the fields of finance, adult education, and human capital.  She has authored several dozen academic and practitioner articles and helped create the Human Capital Lab at Bellevue University as the inaugural Director. She currently serves as an associate professor of finance and management at Midland University and runs a successful human capital strategy consulting company (JAM Group). 
  
  Jennifer holds a Ph.D. from Iowa State University in Family & Consumer Sciences Education with an emphasis in Financial Planning, as well as an MBA and BSBA in Finance and Banking from the University of Nebraska at Omaha.

  

  Approved for up to 1.2 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

  Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of 50 minutes of attendance.

  Approved for 1 CPE Credit by the NE Board of Public Accountancy

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• NAFP Lunch

  • When
    November 19, 2020
  •  
    11:45 AM - 1:00 PM (CST)
  • Location
    TBD

  Register

  

  Cash Investment Themes in Uncertain Times

  Cash levels are near all-time highs with overnight rates near all-time lows. What to do now? We will discuss everything from COVID-19’s impact on the market, Federal Reserve stimulus, and the zero/negative interest rate environment. Panelists will speak to their companies’ experience in this rapidly changing short-term investing landscape.

  
  

  Matthew Terhune

  Executive Director with Morgan Stanley Investment Management

  Matt is a relationship manager for Morgan Stanley’s Global Liquidity team. He is responsible for providing cash and short-term fixed income strategies to institutional clients. He joined Morgan Stanley in 2014 and has 14 years of industry experience. Prior to joining the firm, Matt was a money market sales associate at Standard Chartered Bank. Matt Received a B.S. in engineering from Pennsylvania State University. He holds his Series 7 and 63 registrations.

  Brian Buck

  Executive Director with Morgan Stanley Investment Management

  Brian is a Product Specialist for Morgan Stanley’s Global Liquidity team. He is responsible for the strategy, development, delivery and marketing of short-term investment management products including money market funds, ultra-short bond funds, and separately managed accounts. He joined Morgan Stanley in 2008 and has nine years of industry experience. Brian received a B.B.A. in Finance from the University of Notre Dame.

  
  
  

  

  
  

  Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

  Approved for 1.0 CPE recertification credit by the NE Board of Public Accountancy.

  
  

  Show details