Chatham Risk Management Workshop
Summary
Join us and earn 2.7 CTP/CPE credits by participating in a free half-day workshop focused on FX hedging. We’ll begin with a session on why companies choose to hedge margin and/or balance sheet risk followed by a session on assessing and communicating hedging program results, wrapping up the day with a networking happy hour.
Agenda
11:45 p.m. to 12 p.m PDT | Registration and networking
12 p.m. to 1:15 p.m. PDT | Lunch
1:15 p.m. to 2:30 p.m. PDT | Session 1: Margin vs. Balance Sheet Risk – to Hedge or Not to Hedge?
2:30 p.m. to 2:45 p.m. PDT | Break
2:45 p.m. to 3:45 p.m. PDT | Session 2: Risk Management KPIs – Assessing and Communicating Program Results
3:45 p.m. to 5:30 p.m. PDT | Happy hour
Program details
Margin vs. balance sheet risk – to hedge or not to hedge?
Operational hedging programs can be structured to accomplish very different risk management objectives. Similarly, the organizational understanding of the benefits of these programs can vary significantly based on the type of risk being hedged. In this session, explore how margin and balance sheet risks impact financial performance and how treasury teams can manage each.
Credits available: 1.5
Learning objectives:
- Understand key differences between margin and balance sheet risk and why organizations would hedge one or both.
- Review popular approaches for managing an operational FX hedging program in the current market environment, including appropriate hedging strategies and products.
- Identify financial and economic drivers that treasury teams look to when determining if it’s time to realign an operational FX hedging strategy with company objectives.
Risk Management KPIs – assessing and communicating program results
With market volatility at historic levels, organizations must quickly make data-driven risk management decisions. Executive stakeholders rely on treasury and accounting practitioners to summarize large sets of information and provide appropriate recommendations. In this session, learn how today’s tools enable teams to evaluate hedging program results and make better risk management decisions.
Credits available: 1.2
Learning objectives:
- Understand how treasury departments can leverage key metric articulation and enhanced reporting capabilities to facilitate data-driven decisions for board members
- Learn how complex financial risk information can be quickly aggregated from disparate systems for presentation to executives.
- Explore how Power BI enables key shareholders to access analytical dashboards to analyze large and varied data sets.
Approved for up to 2.7 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
Still need to register? Visit our registration page!
