Calendar of Events - Northwest Association for Financial Professionals

Event Type:

September 2024
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Events available for Registration...

September 2024 Virtual Meeting
9/19/2024
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Events in the next 365 days...
DateEvent
9/19/2024
Economic Update/Political Viewpoint
A US Soft Landing Remains in Play
Please join NWAFP in welcoming James Anania, Investment Strategist at Invesco, for a broad-based discussion on the US economy, monetary policy, and the outlook for financial markets. Confidence in a “soft landing” has been visibly shaken in recent months, as investors contend with weakening economic data, the start of a Fed easing cycle, angst over US equity valuations, and an upcoming presidential election. Yet despite the headwinds, there are reasons to be optimistic. This session will provide Treasury Professionals a high-level overview of the current economic environment, and what the macro backdrop could mean for financial markets heading into next year.
 
About our Speaker

James Anania is an Investment Strategist at Invesco, where he is responsible for helping develop and communicate the economic and financial market views of the firm’s Global Market Strategy Office. Prior to joining Invesco, he began his career as a market strategist at Goldman Sachs. In this role, Mr. Anania worked directly with GS private wealth advisors and their end-clients, providing guidance on asset allocation, portfolio construction, and trends in the economy & markets.
 

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11/20/2024
In-Person Meeting with Lunch followed by 2 Education Sessions and ending with a Happy Hour

Session One – Treasury Systems: ERP Conversions, Automation, Implementation, Oh my!
Session Two – Influence and Treasury: How do you influence the business to focus on Treasury and building out policy for Treasury Departments.

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1/16/2025
Monthly Virtual Meeting - Letters of Credit and Beyond!

 

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2/20/2025
Monthly Virtual Meeting - Fraud Talk, with the FBI.

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3/20/2025
In-Person Meeting with Lunch followed by 2 Education Sessions and ending with a Happy Hour

Session One – Interest Rates: To forecast or not to forecast.  Creating a mix or is it time to go long?
Session Two – Forecasting: The Ups and Downs of Forecasting.

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4/17/2025
Monthly Virtual Meeting - Hedging: What can hedging do for your Treasury team or company.

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