Northwest Association for Financial Professionals - Event Information

Event Name:
May 2019 Monthly Meeting

Event Type(s):
Monthly Meeting

Forecasting and Planning   

Event Date:

Event Time:
11:00 AM - 1:00 PM Pacific

Washington Athletic Club
1325 6th Avenue
Seattle, WA 98101

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Join NWAFP in a panel discussion with three local companies focused on Forecasting from both a cash and FP&A perspective. Learn how they deal with volatility in the market, changing needs in the business and plan for strategic initiatives. We will discuss how they manage their forecasting cycles, how often the forecasts are updated or created, how they determine if the information is reliable and/or accurate. In addition, we will learn how companies best request and receive inputs from the rest of the business, all while trying to keep in line with forecasts being created from a tops down perspective. 

Featured Panelists:

Aaron Julius is the Senior Treasury Analyst at Darigold Inc.  Founded in 1918, Darigold is an American dairy company headquartered in Seattle, Washington, and is owned by the nearly 500 dairy farm members of the Northwest Dairy Association.  Aaron manages treasury and helps support the company’s international growth plans.  Aaron’s over seven years in Treasury spans positions at Clearwater Paper Corporation and Driscoll’s (the berry company).

Jeff Stedman is a Finance Manager for HomeStreet Bank, headquartered in Seattle, WA.  Jeff specializes in Financial Planning and Analysis, supporting the bank’s Retail Branches, Retail Investments, Insurance, Consumer Lending, Cash Management and Corporate Marketing departments.
Dan Peterson is a Sr. Treasury Analyst for Boeing Capital Corporation with areas of expertise in treasury operations, forecasting, accounting and performing corporate and business unit financial analysis.  He is responsible for bank fee analysis, cash forecasting and positioning, debt compliance, investments, liquidity planning, bank relationships, cash investing, bank account administration, weekly and monthly management reporting and wire transfers.


The meeting and lunch are included in the annual membership. All Corporate Practitioners 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,.

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. 
Membership News: 2018-2019 Season Ends  
This meeting concludes our 2018-2019 session and will involve a short business meeting to elect new Board members and provide a financial report.  Over the summer the Board will be busy planning next year’s meeting schedule and events.  If you are interested in volunteering to help the Board, please send an email to with the subject line "NWAFP Board of Directors 2019-2020 Interest". See you in September!

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