FEI Financial Leadership Summit May 23–24, 2016 Colorado Springs, CO, USA: Chatham Financial will be exhibiting (Booth 104) at the FEI’s 2016 Financial Leadership Summit Conference at The Broadmoor, Colorado Springs, CO.

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EuroFinance May 11–13, 2016 Miami, FL, USA: Chatham Financial will be exhibiting at Booth S12 at this year’s International Cash & Treasury Management conference. International Cash & Treasury Management. On Twitter? Check out #EFMiami to get more information.

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VIDEO: Jason, Financial Institutions: Life at Chatham Jason Lange of Chatham Financial discusses how he became a Chathamite and how he delivers excellence to clients on the Financial Institutions team. A full transcription of the video is available below. Video Transcript: Jason Lange: My name is Jason Lange and I’ve been at Chatham seven years and eleven months. I went to Carnegie Mellon University in Pittsburgh and I came out of there with a bachelors degree in material science and engineering. I was commissioned a second lieutenant in the army coming out of college where I’d spent almost eight years as an aviation officer. The leadership skills that I came away from the army with were absolutely critical to my own development and who I am and who I’ve become. I do rely on them in serving clients, figuring out…

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EuroFinance March 9–10, 2016 San Francisco, CA, USA: Chatham is exhibiting at EuroFinance’s Managing Rapid International Growth conference in San Francisco, CA. International Cash & Treasury Management.

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POLAR: Path of Least Accounting Resistance December, 2014 Selection of the desired interest rate risk position and the corresponding transactions that can be used to broadly support a desired change in a financial institution’s interest rate risk position is critical, but unfortunately, only half the story. The next steps in the larger balance sheet risk management framework are to assess the accounting implications of each transaction and pursue the risk mitigating strategies that best accomplish the FI’s economic and accounting objectives. POLAR can help guide the FI to the simplest, most efficient, and accounting-friendly solution that has the desired impact on the FI’s interest rate risk position. Download This Bulletin

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Ever notice how many more things come in clear packages at the grocery store? Gone are the days when juices, granola, and frozen pizzas languished in those opaque cardboard containers; now we can see right through most packages to the delicious goodness inside. Why reveal so much all of a sudden? As Sarah Nassauer recently wrote in the Wall Street Journal, it turns out that brand managers discovered in testing that transparent packaging promoted the perception of better taste and fresher ingredients among consumers. Tropicana used to dominate orange juice sales, but it lost share to Simply Orange once the challenger was first to market with a clear bottle – Tropicana has not recovered its fallen sales, but perhaps to prevent further attrition it has adopted the clear jug approach. How significant is see-through packaging to sales? Kind Healthy Snacks…

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It’s a classic scene from Monty Python and the Holy Grail. On his search for knights who will help him find the Holy Grail, King Arthur halts his trusty steed (and by steed, we mean coconuts his loyal servant Patsy rhythmically bangs together) to speak with a mud-pie-making peasant named Dennis. Unfortunately for Arthur, the unhelpful peasant has embraced some rather anachronistic notions of collectivism, accusing the king of “exploiting the workers” and “hanging on to outdated imperialist dogma which perpetuates economic and social differences.” At the revelation that Arthur ascended to the throne because the Lady of the Lake held forth the sword Excalibur to him, Dennis retorts that “supreme executive authority derives from a mandate from the masses, not from some farcical aquatic ceremony.” King Arthur initially listens to Dennis with some patience, but as the peasant waxes…

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Compliance without compromising hedging OTC derivatives continue to evolve in this era of financial regulatory reform. Dodd-Frank and EMIR regulation are now actively enforced. These new standards have increased complexity and rigor for real estate companies. They must manage derivative-related documentation, policies and resolutions, as well as risk management operations. While the changes in effect today present one set of challenges, continued adjustments in the rules further complicate the compliance process. This demands a watchful eye and sharp navigation skills. How Chatham’s regulatory compliance services provide optimized compliance Derivatives regulation understanding meets markets expertise: Chatham guides you through compliance with derivatives regulations with a powerful combination of proven regulatory expertise, practical derivatives experience, and technology solutions you can apply to your business. Our dedicated team of regulatory experts has been actively engaged in the global policy debate on derivatives regulatory…

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Foreign Currency Risk Management If not properly managed, currency risk presents exposure that can have severe financial consequences to an organization’s financial statements. It is not uncommon for companies with currency exposure to underestimate the financial impact of currency fluctuations on their business and miss the opportunity to develop a robust currency risk management strategy. Even when currency expertise is available, organizations may oversimplify the complexities of the risk. Or, they simply lack the resources needed to properly manage the cash flow and balance sheet risk associated with foreign operations or investing abroad. Since its earliest days, Chatham has been managing all facets of currency risk for our clients. We help them develop and execute strategies to understand and offset their exposures. Whether the risk is operational or driven by a transactional event, our expertise supports clients in two key…

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Financial Institutions Case Study: Accounting Needs Our Client: A regional bank with over $10 billion in assets that had an existing hedging program and a pressing accounting need. Situation: The bank had executed balance sheet derivatives, but its auditors had expressed concerns about the hedge designation memorandums, encouraging the bank to contact Chatham as soon as possible. Reluctant to partner with a derivatives consultant on any portion of its hedging program, the bank called Chatham nonetheless to schedule a face-to-face meeting. Summary: Chatham Financial reviewed the company’s hedge documentation and traveled to the bank for the face-to-face meeting. Chatham addressed the prospect’s concerns about hiring a third-party advisor and walked the bank through Chatham’s process for creating hedge documentation, the experience in implementing hedge accounting, and the systems Chatham uses to run different types of effectiveness tests. Furthermore, by describing…

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