Northwest Association for Financial Professionals - Event Information
May 2020 Monthly Meeting
Black Swan Events: Finance's Response and Roles
12:00 PM - 1:00 PM Pacific
Join us to learn more about:
· Black swan events and why they are important to finance
· Liquidity management
· Business continuity planning
· Bank relationship management
Ron Loewenherz, Senior Director of Treasury, DaVita Inc., a Fortune 500 global provider of dialysis services. Ron oversees worldwide cash management and investments, commercial banking relationships, bank accounts, bank services, and related contracts. Before joining DaVita in 2006, he served for more than twenty years in various treasury management roles in the insurance, software and semiconductor manufacturing industries. Ron holds a B.A. in Economics from Knox College. He achieved CCM (Certified Cash Manager) certification in 1994, and is the current President of NWAFP.
Dan Peterson, CTP, CPA, Assistant Treasurer, University of Washington. Dan is responsible for the institutional financial forecast for the University of Washington, financial metrics and other projects. He joined the University of Washington in May 2020 after thirteen years with Boeing Capital Corporation including 10 years in Treasury Operations, and previous roles at Coinstar, LLC as a Sr. Financial Analyst and Darigold Inc. as a Sr. Financial and Treasury Analyst.
Dan has expertise in cash investments, banking relationship management, financial controls, and financial planning. He has experience on a variety of platforms including Bloomberg, FIS Quantum, Oracle Financials, J.P. Morgan Access and Tableau.
Dan is a board member of Northwest AFP since 2019 and has an MBA and B.A. in Business Administration from the Foster School of Business at University of Washington.
Larson McNeil, CTP, CertICM, Executive Director of J.P. Morgan Chase., Treasury Services. Responsibilities include managing the treasury services relationships of Corporate Client Banking clients in the U.S. Pacific Northwest and San Francisco Bay Area. In addition, Larson manages a team of Treasury Sales Associates located in multiple office locations. Larson joined JPMorgan Chase in 2016. Prior to joining JPMorgan Chase, he worked at Bank of America for about 10 years as a Director on the International Subsidiary Banking team, providing treasury and transaction banking services to companies headquartered in Southeast Asia and Central Europe.
Larson serves on the Board of Directors for the Northwest Association for Financial Professionals.
Larson has a B.A. degree in Political Science and International Relations from the University of California, Davis and a M.S. degree in Finance from the University of Indiana at Bloomington. He holds a Certified Treasury Professional (CTP) certification from the Association of Financial Professionals and a Certificate in International Cash Management (CertICM) from the Association of Corporate Treasurers.
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