Please join us for our 2021 Spring Training Series!
Session Three Topic: Emerging Liquidity Investment Trends
PRESENTER: Brian Buck, Executive Director, Morgan Stanley Investment Management
Rick Wilkinson, Executive Director, Morgan Stanley
WHEN: Monday, May 10th at 2 p.m. - 3:15 p.m. EST Presentation/Q&A
WHERE: WebEx Mtg – Click Yellow Link below to sign in – please sign into the WebEx & dial in.
TBD
SESSION SUMMARY:
This discussion focuses on key product and technology innovations that are impacting the treasury management landscape. While environmental, social, and governance focused investments have been growing in popularity for years, they have only recently become available in the cash markets. Portals and treasury management systems are similarly important trends and are becoming increasingly important to drive transparency and efficiency. We will review these emerging trends and how to integrate them into corporate treasury departments.
LEARNING OBJECTIVES:
Attendees will
Please register online by EOB, Fri., May 7th. ONLY Register IF YOU ARE ATTENDING. All members are encouraged to invite a prospective member or guest.
Program Level: Basic
Intended Professional Level: Intermediate
Prerequisites: None
Advance Preparation: None
1.5 CPE Credit in the field of Finance provided by BDO and 1.5 CTP Credit
Participation Requirements for CPE Programs
To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. There will be polling questions during the webex session for you to complete. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
BDO USA, LLP 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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