Please join us for the CAFP's 2024 Spring Training Event - Session 4 (virtual)!
TOPIC: Trends in Investing and Treasury Technology for Today’s Economic Landscape
PRESENTERS: Dan O'Brien, Executive Director, Morgan Stanley & Wade Olsen, Co-Founder & CEO, Treasury Suite
WHEN: Monday, May 13, 2024 - 9a-10:15am EST
WHERE: Look in your inbox for Zoom Link sent 24 hrs prior to mtg from: cpe@vscpa.com
SESSION SUMMARY: Today's economic landscape requires treasury teams to have an continuously evolving and deep understanding of trends and technology that can affect how they manage their cash and investments. This session will provide an overview of the current economic landscape and share insights on trends and options in investment, treasury, and technology.
LEARNING OBJECTIVES:
• Gain insights on the current economic landscape and expectations for the remainder of 2024
• Learn about investing options available to achieve goals in current economic environment
• Learn about trends in treasury that are shaping how treasury teams do their work today and into the future
• Learn about trends in treasury technology that can be used to enhance daily cash management, improve efficiency and reduce fraud
COST: Members=FREE /Non-members= $175 for all Spring Training Series sessions or a la carte pricing: $30 per webex session/$125 for in person May 10th (includes 2 in person sessions/lunch)
Please register online by EOB Friday, May 10th. ONLY Register IF YOU ARE ATTENDING.
All members are encouraged to invite a prospective member or guest.
Program Levels: Basic
Intended Professional Levels: Intermediate
Prerequisites: None
Advance Preparation: None
1.5 CPE Credits and 1.5 CTP/FP&A Credits in the field of Management Advisory Services provided by VSCPA (CPE) & CAFP (CTP/FP&A).
Participation Requirements for CPE Programs
To receive CPE credit for participation in a CAFP program, you must attend & actively participate in the full session. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
VSCPA 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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