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.
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,.