2022 Spring Training Series - Session 5

When
Monday, May 16, 2022
1:00 PM - 2:15 PM
Location
Online
Spaces left
45

Registration

Altria employees and guests
Atlantic Union Bank employees/guests
Bank of America employees
BDO employees
Board Member 2019
Capital One employees
CarMax employees
Childfund employees
Comm of VA Dept of Treasury employees
Dominion employees and guests
Federal Reserve Bank employees
Genworth employees
Markel employees
Member Registration
Non Member Bundle Six Spring Training Sessions – $150.00
All Six Sessions of Spring Training - bundle rate
Non Member Single Spring Training Session – $25.00
Individual meeting price for non CAFP members.
Paymerang
Southern States employees
Speaker/Site Comp'ed Registration
Student Outreach Guests
The Brink's Company employees

Registration is closed

Please join us for our 2022 Spring Training Series!

Session Five Topic: Can ESG and Diversity Goals Be Achieved in your Cash Investing?

PRESENTERS: Scott Wachs, Morgan Stanley

WHEN: Monday, May 16th at 1:00 p.m. - 2:15 p.m. EST Presentation/Q&A

WHERE: WebEx Mtg – Link to be sent after you register

SESSION SUMMARY:

ESG and sustainable investing options in the cash space continue to proliferate. This session will start with a view of key ESG principles and diversity goal frameworks. It will then review what products exist that may help to meet these goals and examine the different underlying approaches to these product constructs. We will also discuss how corporate cash investors can evolve their cash investing goals and strategies with ESG and diversity goals in mind.

LEARNING OBJECTIVES:

We expect the audience to leave our session with a greater awareness and understanding of the different options available for cash investing with an ESG lens
Additionally, we will cover how investing in the money market fund space can be supportive of broader corporate Diversity and Inclusion objectives
Lastly, the audience will be educated on implementing a strategy that fits their specific Sustainable/ESG and Diversity investing goals

COST: Members=FREE /Non-members= $150 for all Spring Training Series sessions or a la carte pricing: $25 per webex session/$75 for in person May 11th (includes 2 in person sessions/lunch)

Please register online by EOB, Mon., May 9th. 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 Management Advisory Services 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.

2022 Spring Training Series - Session 5

Registration

CAFP is a 501(c)6 non-profit organization. Richmond, Virginia