Skip to main content

ChathamDirect User Group Meeting

Date:
June 7, 2022 at 4 p.m. EDT to June 7, 2022 at 5:30 p.m. EDT
Location:
Hybrid In-Person and Virtual Meeting
  • Jamie Weaver

    Managing Director
    ChathamDirect and Hedge Accounting

    Corporates | Kennett Square, PA

  • Jason Peterson

    Managing Director
    Client Relationship Management

    Corporates | Kennett Square, PA

  • Jason Kirwan

    Director
    ChathamDirect

    Corporates | Kennett Square, PA

Summary

Join a small group of ChathamDirect power users for a collaborative discussion designed to improve the service you receive and the product you count on. In this optional session, you can share your experience with our platform and serve as a key contributor as we share our vision for the future of the product. This session will include an update on recent new functionality rolled out, highlights of the development roadmap for the next six months, and a collaborative discussion on process and workflow enhancements to be added to the system.

Key takeaways

  • Build awareness of new product functionality available to you
  • Discuss roadmap for ChathamDirect
  • Collaborate with peers to discuss workflow priorities

Register now


June user group

In this hybrid virtual and in-person meeting, we will explore the latest updates to ChathamDirect, including:

  • Update on ChathamDirect dashboard (design decisions since previous user group, timeline, and roadmap)
  • Discussion around enterprise controls and enhancements across front/middle/back office
  • Overview of upcoming system integration status feature
  • Review of latest business intelligence capabilities (cost of hedging, FX, commodities)

About the speakers

  • Jamie Weaver

    Managing Director
    ChathamDirect and Hedge Accounting

    Corporates | Kennett Square, PA

  • Jason Peterson

    Managing Director
    Client Relationship Management

    Corporates | Kennett Square, PA

  • Jason Kirwan

    Director
    ChathamDirect

    Corporates | Kennett Square, PA


Disclaimers

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit chathamfinancial.com/legal-notices.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.

22-0142