April 2016 Monthly Meeting
Date/Time
4/21/2016
11:00 AM - 1:00 PM Pacific
11:00 AM - 1:00 PM Pacific
Event Registration
Event Type(s)
Monthly Meeting
Event Description
Foreign Exchange Best Practices
Location
Contact Person
Details
Why is foreign exchange risk management impactful to the financial bottom line and how it can affect your business relationships with trading partners? A panel of Northwest companies will share their thoughts on foreign exchange best practices. They’ll also discuss how they make their trades, using specialty platforms versus using banks, overall foreign exchange strategies and identification of accounting processes to support them. The panel will also touch on how to build a strategy and how to manage the risk; and when it isn’t cost effective to do so.
Our Panelists:
Julie Albrecht, Senior Director, Investor Relations and Treasurer, Esterline Technologies Corporation
Esterline is a specialized manufacturing company principally serving aerospace and defense markets through its global operations and Bellevue, WA headquarters. Julie joined Esterline in March 2015 with over 25 years of diverse finance experience, including 18 years in the aerospace industry. Prior to her current role, Julie served as a Finance Director within United Technologies Aerospace Systems, where she led financial operations for a global aftermarket business. In addition to her business unit finance experience, she spent multiple years in each of corporate treasury and public accounting. Julie has a bachelor’s degree in accounting from Wake Forest University.
Shaun Hazen, Manager of Treasury and Capital Markets, Starbucks
Shaun oversees Starbucks global derivative portfolio and monitors exposure to market and counterparty risk. His team executes all foreign exchange hedges for Starbucks as part of a broad foreign exchange hedging program which spans several countries including Canada, Japan, China, and the Eurozone. Prior to working in Treasury, Shaun was based out of Lausanne, Switzerland where he supported Starbucks Coffee Trading Company’s hedging activities and agronomy initiatives. A Michigan native, Shaun held prior roles at Kellogg’s Company in Battle Creek and the Michigan Department of Treasury in Detroit. He graduated with his MBA from the University of Michigan and completed his undergraduate in accounting from Wayne State University in Detroit.
Matthew Decker, Global Markets Advisory & Sales, HSBC Bank USA
Matthew Decker manages HSBC’s corporate Global Markets business in the Pacific Northwest. In this role, he focuses on helping companies develop and implement foreign exchange and interest rate risk management programs. Previously, Matthew has held similar roles at Wells Fargo and Cambridge Global Payments and he attended Tulane University in New Orleans, LA where he earned his undergraduate degree in finance.
Ed Barrie, Director, Treasury, Tableau Software
Ed Barrie recently joined Tableau Software where his responsibilities include FX management (exposure identification, hedging process management, FX gain/loss accountability, FX accounting, subsidiary FX spot center), Intercompany lending, global cash investing, global cash management, bank account administration, bank guarantees & letters of comfort issuance, treasury systems (IT2, SWIFT, FXall, FiREapps, Bloomberg, Reval, banking portals) and system interfaces to the global ERP systems (Oracle and QAD/MFGpro) including payment file interfaces using ISO 20022 XML standards via SWIFT to banking partners. Ed graduated from Eastern Washington University.
Our Panelists:
Julie Albrecht, Senior Director, Investor Relations and Treasurer, Esterline Technologies Corporation
Esterline is a specialized manufacturing company principally serving aerospace and defense markets through its global operations and Bellevue, WA headquarters. Julie joined Esterline in March 2015 with over 25 years of diverse finance experience, including 18 years in the aerospace industry. Prior to her current role, Julie served as a Finance Director within United Technologies Aerospace Systems, where she led financial operations for a global aftermarket business. In addition to her business unit finance experience, she spent multiple years in each of corporate treasury and public accounting. Julie has a bachelor’s degree in accounting from Wake Forest University.
Shaun Hazen, Manager of Treasury and Capital Markets, Starbucks
Shaun oversees Starbucks global derivative portfolio and monitors exposure to market and counterparty risk. His team executes all foreign exchange hedges for Starbucks as part of a broad foreign exchange hedging program which spans several countries including Canada, Japan, China, and the Eurozone. Prior to working in Treasury, Shaun was based out of Lausanne, Switzerland where he supported Starbucks Coffee Trading Company’s hedging activities and agronomy initiatives. A Michigan native, Shaun held prior roles at Kellogg’s Company in Battle Creek and the Michigan Department of Treasury in Detroit. He graduated with his MBA from the University of Michigan and completed his undergraduate in accounting from Wayne State University in Detroit.
Matthew Decker, Global Markets Advisory & Sales, HSBC Bank USA
Matthew Decker manages HSBC’s corporate Global Markets business in the Pacific Northwest. In this role, he focuses on helping companies develop and implement foreign exchange and interest rate risk management programs. Previously, Matthew has held similar roles at Wells Fargo and Cambridge Global Payments and he attended Tulane University in New Orleans, LA where he earned his undergraduate degree in finance.
Ed Barrie, Director, Treasury, Tableau Software
Ed Barrie recently joined Tableau Software where his responsibilities include FX management (exposure identification, hedging process management, FX gain/loss accountability, FX accounting, subsidiary FX spot center), Intercompany lending, global cash investing, global cash management, bank account administration, bank guarantees & letters of comfort issuance, treasury systems (IT2, SWIFT, FXall, FiREapps, Bloomberg, Reval, banking portals) and system interfaces to the global ERP systems (Oracle and QAD/MFGpro) including payment file interfaces using ISO 20022 XML standards via SWIFT to banking partners. Ed graduated from Eastern Washington University.
Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals
Approved for up to 1.2 FP&A recertification credits by the Association for Financial Professionals.
Registration
Registration
The meeting and lunch are included in the annual membership. All Members are eligible to bring a new one-time guest at no cost. Both members and guests must register. If the paid member cannot attend a meeting, a substitute may attend. Non-members pay the guest price of $45. Non-working students pay the student guest price of $15. For more information or to register for this meeting, click "Register for this event" below.
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| 4/21/2016 |    |
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