Northwest Association for Financial Professionals - Event Information



Event Name:March 2019 Monthly Meeting
Event Type(s):Monthly Meeting
Description:
Finance Technology and Treasury Workstations
Event Date:3/21/2019
Event Time:11:00 AM - 1:00 PM Pacific
Location:Washington Athletic Club
1325 6th Avenue
Seattle, WA 98101

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Details:How are your peers in finance and treasury performing their analysis, setting the cash position, and using technology to make their decisions? It seems like everyone has an ERP or a Treasury Workstation (TWS) these days, but let’s be honest, almost all of us still use tools like excel extensively, either primarily or to fill in the gaps. Find out how our panelist preform their day to day activities, if the integrations efforts they have been though are worth the work, or if spreadsheet are fine by them.

Panelists:

Joey Pliskin graduated from Ohio State University in 2016 with a degree in Economics. While attending Ohio State he interned at Abercrombie for 2 years on the International Operations Team. Upon graduation he accepted a position on the Trade Compliance team at LBrands (Victoria's Secret and Bath & Body Works). Joey moved to Seattle in 2017 to work at Zulily, first as an analyst on the Vendor Operations team, then on the Zulily Treasury Team. In this role he has created many different reports for the team including a new cash forecast. As of this year Joey is an analyst on the Zulily FP&A team where he create and maintains the weekly business reports.

Julie Hester is a Treasury Manager at DaVita Inc., a Fortune 500® parent company of DaVita Kidney Care and DaVita Medical Group.  Julie is responsible for global treasury operations including bank relationship management, acquisition integration, and project management for strategic treasury initiatives.  Previous treasury duties include daily cash processes, bank fee analysis, treasury workstation implementation and process improvements.  Julie’s professional experience began in payroll and transitioned to treasury where she has spent almost 20 years in the industry.  Julie received her B.S. in Business Administration and Management from Utah Valley State College and her M.B.A. from Western Governors University.

Andy Doll is a treasury analyst on the North American treasury operations team at Starbucks. He has served in this role for 2 years and, during this time, helped implement Reval's cash module including bank integrations for BAI file connectivity and payment processing. His daily responsibilities include generating cash forecasts, handling short term investments, performing bank account and signer maintenance, as well as positioning cash.

Jonathan Atkins manages the Treasury Department at Symetra Financial Corporation. After earning a Bachelor of Arts in business from Northwest University, he began his career as a Treasury intern at Costco Wholesale in 2009. He earned the CTP credential in 2012 and led a CTP study group through Northwest AFP in 2014. That same year, he moved to Symetra where he manages Treasury Operations, Cash Management, Accounts Payable, Unclaimed Property Compliance, and Travel and Entertainment. He is a member of the LOMA Treasury Operations Committee, an association of treasury leaders in the life insurance industry.
 

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

Sponsorship
NWAFP would like to thank Wells Fargo for sponsoring this March 2019 Meeting.


 

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 $55. Non-working students pay the student guest price of $15. To register for this meeting, click "Register for this event" button below.

Logistics

The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Meetings are two hours - networking begins at 11am, lunch is served at 11:30am and our program begins at 12pm.

NWAFP provides a 2-hour parking validation when parking in the WAC garage, 1409 Sixth Avenue. This is located a half-block north of the Clubhouse on Sixth Avenue.  (From I-5 South bound, exit Union Street, right on 6th and garage entrance on immediate left.  From I-5 North bound, exit Seneca, slight right on 6th, garage is two blocks north on left.)   The NWAFP encourages ride-sharing to its meetings.

 
Event Registration:
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3/21/2019
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