The NWAFP knows practitioners need a forum to ask questions and share best practices with other practitioners.  Next Thursday, November 20, NWAFP is hosting a FREE In-Person Practitioner Roundtable.  The meeting will not have a set agenda but is meant as an open group conversation of Treasury and Finance issues facing your organization.  Take learnings of how other companies solve similar issues back to your organization. This session is for Practitioners Only to encourage more open dialog.

This is a wonderful opportunity to send some of your junior Treasury and Finance colleagues who are looking to understand best practices and expand their professional networks. Again this event is FREE for all Corporate Practitioners.

 The session will be moderated by two Seattle Corporate Treasury veterans:  Jonathan Atkins and Patrick Guilfoy, each with more than 15 years experience working Seattle’s leading corporations.
 
Be prepared to share your questions and perspectives. Topics could range from:

• Economic Environment and Risk Management
• Liquidity and & Investment Management
• Banking Relationships and Structures
• Technology and Innovation
• Payment and Collections
• Treasury Operations and Organizations
• Risk and Compliance
• Working Capital and Cash Flow
• ESG and Sustainability
• Future of Treasury

The attendees will drive where the discussion goes.
 

Facilitators


Jonathan Atkins, Treasury Manager, Amazon

Jonathan is a treasury professional with 16 years of experience in corporate treasury. Currently serving as Treasury Manager at Amazon, he has led treasury, finance, and accounting teams at several Seattle-area companies. His expertise spans treasury operations, financial strategy, and team leadership.

As an active member of the treasury community, Jonathan has contributed to professional development initiatives, including previously leading a CTP study group with Northwest AFP
 


Patrick Guilfoy, CTP, CTP(CD), Peak Treasury 
Patrick is a consultant specializing Treasury activities and corporate planning and analysis. He has held several senior treasury and finance positions in Fortune 500 companies. In these roles, he has been responsible for all aspects of the global corporate treasury, including cash, investment and debt management, forecasting and budgeting. Patrick is a past President of the NWAFP and has served on several committees of the Association for Financial Professionals (AFP). He holds a Finance degree from the University of Central Florida and a Masters of International Business from the University of South Carolina. Patrick is also a Certified Treasury Professional in the United States and Canada.
 

Happy Hour for ALL

Continue the conversation over wine, beer, flatbread, and snacks with our local network of bankers and service providers. They’ll be on hand to offer products and solutions tailored to your treasury needs—helping you turn ideas into action!