Hedge Account Changes Webinar Chatham Financial

 

Hedge Accounting Changes: What, Where, When and How

March 15, 2018 | 2PM EDT / 11AM PDT | 1 hour | Online | by Chatham Financial

Please join us for an in depth review of the new hedge accounting standard (ASU No. 2017-12) and better understand the effects it could have on your hedging program. During our session we will walk through what has changed, where you will see the impacts, when you can adopt, and how that process can be best accomplished.

 

 
 
 
 
 
 

In this webinar, we will cover the following learning objectives:
– Understand changes to the hedge accounting standard
– Uncover potential new opportunities and strategies available as a result of the changes
– Familiarize yourself with the steps necessary for adoption

 

Speakers:
Aaron Jacob Chatham FinancialAaron Jacob, CPA is a manager on the Accounting Advisory team providing solutions for FX, interest rate, and commodity risk management to corporate clients. Prior to joining Chatham, Aaron worked at the Financial Accounting Standards Board where he focused on a variety of issues including derivatives, foreign currency, and business combinations. Aaron has also worked as a consultant with Connor Group, providing IPO and technical accounting services. Aaron graduated summa cum laude from Brigham Young University with a BS and MS in Accounting and is a CPA in the state of Colorado. Aaron is also currently enrolled as an MBA student at The Wharton School at the University of Pennsylvania.

 

Brian Jones Chatham FinancialBrian Jones is a member of the Accounting Advisory team working with corporate clients. Prior to joining Chatham, Brian worked in PwC’s Assurance practice where he focused on Private Equity and Hedge Fund clients across a range of asset classes. Brian received his Bachelors and Masters of Accountancy from Baylor University.

 

 

 

 

Market Update: Banking in Uncertain Times – March 13, 2018

March 13, 2018 | 2PM EDT / 11AM PDT | 1 hour | Online | by Chatham Financial

In today’s competitive lending environment, banks need to find ways to differentiate themselves from their peers to attract and serve the needs of their customers. As the interest rate environment begins to shift away from an extended period of low rates and as customers look for the best terms, understanding how changing economic factors affect lending strategies is key to success. This webinar provides bankers, relationship managers, and lenders critical insights they need to better serve their customers and succeed in today’s marketplace.

 

 
 
 
 
 
 

In this webinar, we will explore these important issues:
– Timely discussion about the current interest rate environment
– Using swap-based strategies to win business from your competitors
– Q&A with industry experts on interest rate hedging strategies

 

Speakers:
Jim BeattieJim Beattie, CFA is a member of Chatham’s financial institutions advisory practice and works to assist bankers in their origination efforts through the prudent use of interest rate derivatives. Prior to Chatham, he worked at CIT Capital Markets as a derivatives marketer and salesperson and was most recently a member of Ernst & Young’s Risk Management Consulting practice, advising multi-national banks on market-based risk factors. Jim graduated from Lehigh University with degrees in Finance and in Information Systems Engineering and is a CFA Charterholder.

 

Michael SharpMichael Sharp is a client advisor on Chatham’s financial institutions team. Prior to joining Chatham, Michael worked for thirty years in the capital markets and banking industry, most recently as the Managing Director of First Niagara Bank’s Derivative Products and Foreign Exchange team. Prior experience includes work with Deutsche Bank, Regions Bank, Bank of America and Morgan Guaranty Trust. He began his career on the trading floors of the C.B.O.E and the Chicago Board of Trade. He received his BS in Industrial Management from Purdue University’s Krannert School of Management.

 

 

 

 

Quarterly Market Update: Current Themes in Balance Sheet Risk Management

February 13, 2018 | 2PM EDT / 11AM PDT | 30 minutes | Online | by Chatham Financial

View This Webinar

In this installment of Chatham Financial’s Quarterly Market Update webinar series, we examine the factors driving the markets and discuss the risk management strategies being considered across our clientele. We also discuss how financial institutions are beginning to take advantage of newly available hedging strategies in the loan and securities portfolios. Todd and Dave share their perspective on the interest rate risk management concerns of bank management teams.

 

Speakers:
Todd Cuppia Chatham FinancialTodd Cuppia joined Chatham in 2015 as Director of Balance Sheet Strategies for financial institutions. Prior to joining Chatham, Todd spent eleven years with Stifel Financial as a Managing Director in the Fixed Income Research and Strategy Group as the head of Government Sponsored Enterprise Debt strategy and Co-Head of Fixed Income Product Strategy. In this role, Todd advised financial institutions, state and local government entities, and pension funds on cross sector relative value, macro-based portfolio strategies, and derivative hedging strategies. Todd has been a frequent speaker at national investor conferences and has had numerous investment strategies featured in industry journals and financial newsletters.

 

Dave Sweeney Chatham FinancialDave Sweeney leads Chatham Investment Advisors, a registered investment advisor, offering our “Virtual Treasurer” service. Dave is also active with Treasury Advisory and business development. Prior to joining Chatham, Dave spent 14 years with Ernst & Young in Pittsburgh, Cleveland, New York, and Geneva, Switzerland serving financial services clients across the US and abroad. He then began his banking career in Naples, Florida in 2004 as Treasurer and Chief Investment Officer at a $5 billion bank, Dave also sold customer derivatives for Fifth Third Bank and finally served as Treasurer and Chief Investment Officer of a $3 billion bank headquartered in Naples, FL. He graduated from the Pennsylvania State University with a BS in Accounting with Honor and with Distinction. Dave is a CPA and holds the Chartered Financial Analyst (CFA) designation.

 

 

 

 

Semi-Annual Market Update – February 1, 2018

February 1, 2018 | 2PM EDT / 11AM PDT | 1 hour | Online | by Chatham Financial | Recording available

In this installment of Chatham’s semi-annual market update webinar series, we will examine current market conditions, drivers, and indicators, as well as communications from the Fed, and world economic events and their impacts.



Upon submitting the form, you will receive an email with the content you requested within 1 business day.

 

In this webinar, Chatham will cover the following learning objectives:
– Gain a practical understanding of economic drivers currently impacting today’s markets
– Understand principles behind some standard market components and indicators
– Gather insights on some possible strategies for financial risk management

 

Speakers:
Amol DhargalkarAmol Dhargalkar is a Managing Director and member of Chatham’s Operating Committee. He leads the Global Corporate Sector serving public and private corporations focusing on interest rate, foreign currency and commodity risk management. He joined Chatham in 2001 and launched its Corporate Sector offerings in 2007. Amol has advised a broad spectrum of public and privately held companies as well as corporate private equity sponsors on the structuring, implementation, and accounting of their risk management programs totaling more than US $500 billion in hedged notional. Amol graduated from Pennsylvania State University with a BS in Chemical Engineering and a BS in Economics. He also received his MBA from The Wharton School at the University of Pennsylvania where he was a Palmer Scholar.

 

Bryan MasonBryan Mason is a director in hedging advisory for Chatham’s Global Real Estate sector. At Chatham, Bryan advises some of the world’s largest real estate and private equity investors in their interest rate and foreign currency risk management programs. Prior to Chatham, Bryan was a global equity trader at Marvin & Palmer, where he advised large, institutional investors in multi-billion dollar long only strategies. He also traded live market hours for an ASEAN focused hedge fund employing long/short strategies. Bryan earned his BS in Economics from Washington College, and holds an MBA from the Alfred Lerner College of Business and Economics at the University of Delaware.

 

 

 

 

Market Update: Current Themes in Balance Sheet Risk Management

December 12, 2017 | 2PM EDT / 11AM PDT | 1/2 hour | Online | by Chatham Financial | Recording Available

View Webinar

 

In this installment of Chatham Financial’s Quarterly Market Update webinar series, we will examine the factors driving the markets and discuss the risk management strategies being considered across our client franchise. We will discuss practical considerations for balance sheet risk management in a flat yield curve environment, and provide a high level update on the uncertain future of LIBOR.

 

In this webinar, Chatham will cover the following learning objectives:
– A practical understanding of global economic and political drivers currently impacting the capital markets
– Insight into the strategies that financial institutions are currently utilizing to manage risks to the shape of the yield curve
– Discuss the re-emergence of financial institution interest in utilizing option based strategies (caps, floors and collars)
– A high level update of the issues at play with the uncertain future of LIBOR

 

Speakers:
Todd CuppiaTodd Cuppia leads Chatham’s Balance Sheet Strategies practice, assisting financial institutions with managing complex economic risks. Prior to joining Chatham, Todd spent eleven years with Stifel Financial as a Managing Director in the Fixed Income Research and Strategy Group as the head of Government Sponsored Enterprise Debt Strategy and Co-Head of Fixed Income Product Strategy. In this role, Todd advised financial institutions, state and local government entities, and pension funds on cross sector relative value, macro-based portfolio strategies, and derivative hedging strategies. Todd has been a frequent speaker at national investor conferences and has had numerous investment strategies featured in industry journals and financial newsletters.

 

Dave SweeneyDave Sweeney leads Chatham Investment Advisors, a registered investment advisor, offering our “Virtual Treasurer” service. Dave is also active with Treasury Advisory and business development. Prior to joining Chatham, Dave spent 14 years with Ernst & Young in Pittsburgh, Cleveland, New York and Geneva, Switzerland serving financial services clients across the US and abroad. He then began his banking career in Naples, Florida in 2004 as Treasurer and Chief Investment Officer at a $5 billion bank, Dave also sold customer derivatives for Fifth Third Bank and finally served as Treasurer and Chief Investment Officer of a $3 billion bank headquartered in Naples, FL. He graduated from the Pennsylvania State University with a BS in Accounting with Honor and with Distinction. Dave is a CPA and holds the Chartered Financial Analyst (CFA) designation.

 

 
 
 
 
 

 

Banking in Uncertain Times: An Economic Update and Swap Sales Strategy Session

November 14, 2017 | 2PM EDT / 11AM PDT | 1/2 hour | Online | by Chatham Financial | Recording available

Download This Webinar

 

In today’s competitive lending environment, banks need to find ways to differentiate themselves from their peers to attract and serve the needs of their customers. As the interest rate environment begins to shift away from an extended period of low rates and as customers look for the best terms, understanding how changing economic factors affect lending strategies is key to success. This webinar provides bankers, relationship managers and lenders critical insights they need to better serve their customers and succeed in today’s marketplace.

 

In this fourth installment in our webinar series, we will further explore these important issues:
– Timely discussion about the current interest rate environment
– Using swap-based strategies to win business from your competitors
– Q&A with industry experts on interest rate hedging strategies

** Note: Although this webinar will build on some of the topics discussed in the first three webinars in our series, each installment will explore unique aspects for success in today’s lending environment and does not require knowledge of prior installments to be beneficial.
 

Speakers:
Jim BeattieJim Beattie, CFA is a member of Chatham’s Financial Institutions team, working to assist bankers in their origination efforts through the prudent use of interest rate derivatives. Prior to Chatham, he worked at CIT Capital Markets as a derivatives marketer and salesperson and was most recently a member of Ernst & Young’s Risk Management Consulting practice, advising multi-national banks on market-based risk factors. Jim graduated from Lehigh University with degrees in Finance and in Information Systems Engineering and is a CFA Charterholder.

 

Michael SharpMichael Sharp is a client advisor on Chatham’s Financial Institutions team. Prior to joining Chatham, Michael worked for thirty years in the capital markets and banking industry, most recently as the Managing Director of First Niagara Bank’s Derivative Products and Foreign Exchange team. Prior experience includes work with Deutsche Bank, Regions Bank, Bank of America and Morgan Guaranty Trust. He began his career on the trading floors of the C.B.O.E and the Chicago Board of Trade. He received his BS in Industrial Management from Purdue University’s Krannert School of Management.

 

 
 
 
 
 

 

Transitioning to IFRS 9 for Hedge Accounting: The Final Countdown

October 25, 2017 | 2PM BST / 9AM EDT | 1 hour | Online | by Chatham Financial | Recording available


Upon submitting the form, you will receive an email with the content you requested within 1 business day.

 

IFRS 9 Financial Instruments provides greater flexibility for corporate hedgers who apply hedge accounting. The new standard becomes effective 1 January 2018 and companies wanting to enjoy the full benefits of the new model will have to meet a number of new requirements before that date.

 

In this webinar, Chatham will cover the following learning objectives:
– Understand the main differences between IFRS 9 and IAS 39 in relation to hedge accounting
– Discuss the pros and cons of deferring adoption of IFRS 9 for hedge accounting
– Understand the transition guidance and requirements when moving from IAS 39 to IFRS 9 for hedge accounting

 

Speakers:
Aaron JacobZwi Sacho helps lead the European Hedge Accounting & Advisory team, which advises clients on valuations and accounting for derivatives and hedging activities. Prior to joining Chatham, he worked for nearly five years at Centrica plc, the UK’s largest energy supplier. His initial role was Group Finance Projects Manager and thereafter he served as Derivatives and Hedge Accounting Manager. Before that, he held various accounting, finance, and academic roles in organisations based in South Africa and the UK. Zwi received his Honours Bachelor of Accounting Science, cum laude, and Masters in Accounting Science from the University of South Africa where he was also the recipient of the DETC Most Outstanding Graduate award. He holds the CA (SA), ACA (UK) and Professional Risk Manager (PRM) qualifications.

 

Kern RobertsKern Roberts helps lead the European Accounting Advisory team, specialising in hedge accounting under IAS 39, IFRS 9 and FRS 102. He also advises on embedded derivatives, the fair value requirements under IFRS 13, and the disclosure and presentation of financial instruments. Kern sits on the European Accounting Committee of the International Swaps and Derivatives Association (ISDA). Prior to joining Chatham, he worked for Barclays in their Technical Accounting Group acting as the key Technical Accounting contact for Barclays Risk Solutions Group (primarily focussed on derivative risk management products for corporate clients), as well as providing Technical Accounting review and input to Barclays’ external IFRS reporting. Prior to Barclays, he held technical accounting and audit positions with Smith and Williamson and PwC. Kern is a fellow of the ICAEW and graduated from the University of Warwick with a First Class degree in Politics and Sociology.

 

 

 

The Commodity Hedge Accounting Bonanza: What you need to know to harness the benefits

October 11, 2017 | 2PM EDT / 11AM PDT | 1 hour | Online | by Chatham Financial | Recording available


Upon submitting the form, you will receive an email with the content you requested within 1 business day.

 

Hedge accounting is new and improved with commodity hedging being a significant beneficiary of the changes. Come learn about the changes and how you can best leverage them in your company. The discussion will cover key considerations in preparing for implementation, accounting strategies, and financial statement impacts.

 

In this webinar, Chatham will cover the following learning objectives:
– Understand key changes to hedge accounting guidance
– Understand impacts of hedge accounting changes on commodity hedging
– Understand transition challenges and required preparation
– Gain familiarity with the financial statement impacts of the new hedge accounting guidance as it applies to commodities

 

Speakers:
Aaron JacobAaron Jacob is a manager on the Accounting Advisory team providing solutions for FX, interest rate, and commodity risk management to corporate clients. Prior to joining Chatham, Aaron worked at the Financial Accounting Standards Board where he focused on a variety of issues including derivatives, foreign currency, and business combinations. Aaron has also worked as a consultant with Connor Group, providing IPO and technical accounting services. Aaron graduated summa cum laude from Brigham Young University with a BS and MS in Accounting and is a CPA in the state of Colorado. Aaron is also currently enrolled as an MBA student at The Wharton School at the University of Pennsylvania.

 

Sean MarcellusSean Marcellus is a member of the Accounting Advisory team working with corporate clients. Prior to joining Chatham, Sean worked for five years in public accounting at Reinsel, Kuntz, Lesher LLP. He graduated cum laude from West Chester University with a BS in Accounting.

 

 
 
 
 
 

 

Market Update: A New Era For Balance Sheet Risk Management

September 26, 2017 | 2PM EDT / 11AM PDT | 1/2 hour | Online | by Chatham Financial

Download This Webinar

 

In this installment of Chatham Financial’s Quarterly Market Update webinar series, we will examine the factors driving the markets, the changing hedge accounting landscape, and the potential impact that these variables may have on the way financial institutions manage economic risks. We will discuss practical considerations for balance sheet risk management given the uncertainty around the future of LIBOR and discuss several new hedging strategies that will be available for financial institutions under the updated accounting standard.

 

In this webinar, Chatham will cover the following learning objectives:
– A practical understanding of global economic and political drivers currently impacting the capital markets
– Insight into the new strategies that financial institutions will be able to utilize to manage economic risks
– A high level understanding of the issues at play with the uncertain future of LIBOR

 

Speakers:
Todd CuppiaTodd Cuppia joined Chatham in 2015 as Director of Balance Sheet Strategies for financial institutions. Prior to joining Chatham, Todd spent eleven years with Stifel Financial as a Managing Director in the Fixed Income Research and Strategy Group as the head of Government Sponsored Enterprise Debt strategy and Co-Head of Fixed Income Product Strategy. In this role, Todd advised financial institutions, state and local government entities, and pension funds on cross sector relative value, macro-based portfolio strategies, and derivative hedging strategies. Todd has been a frequent speaker at national investor conferences and has had numerous investment strategies featured in industry journals and financial newsletters.

 

Dave SweeneyDave Sweeney leads Chatham Investment Advisors, a registered investment advisor, offering our “Virtual Treasurer” service. Dave is also active with Treasury Advisory and business development. Prior to joining Chatham, Dave spent 14 years with Ernst & Young in Pittsburgh, Cleveland, New York and Geneva, Switzerland serving financial services clients across the US and abroad. He then began his banking career in Naples, Florida in 2004 as Treasurer and Chief Investment Officer at a $5 billion bank, Dave also sold customer derivatives for Fifth Third Bank and finally served as Treasurer and Chief Investment Officer of a $3 billion bank headquartered in Naples, FL. He graduated from the Pennsylvania State University with a BS in Accounting with Honor and with Distinction. Dave is a CPA and holds the Chartered Financial Analyst (CFA) designation.

 

 
 
 
 
 

 

ChathamDirect: Workflow & Automation = Insights & Initiative

September 27, 2017 | 2PM EST | 1/2 hour | Online | by Chatham Financial


Upon submitting the form, you will receive an email with the content you requested within 1 business day.

A solid workflow and high degree of automation are important benefits of any system. But how you achieve those benefits matters. Other systems can check the boxes on the features, but ChathamDirect’s intuitive workflow can lead you quickly through your hedging process – everything from exposure management and trade execution to hedge accounting and valuations. With ChathamDirect you can finally begin to contemplate what other initiatives you now have time for.

 

In this demo, Chatham will cover the following learning objectives:
– Review FX exposure management workflow and hedge accounting automation in ChathamDirect
– Get a sense of the insights and time savings that ChathamDirect can provide for you

 

Speakers:
John KaneJohn Kane is a member of Chatham’s Corporates team focusing on the ChathamDirect platform. Prior to joining Chatham, John worked in the financial software space for 17 years in various CRM and Sales related roles at companies including Reval and FXpress. Throughout his career, John has helped corporate treasury organizations effectively utilize technology to manage exposure risk, hedging and hedge accounting compliance. John graduated from Villanova University with a degree in History.

 

Stephen Barr, is a member of Chatham’s Corporates team working as Product Owner on the development of Chatham Financial’s technology SaaS risk management offering (ChathamDirect). Prior to this Stephen led our Valuation Services Team and also worked extensively with the Pricing and Analytics team and Chatham’s Debt Management System team. Before joining Chatham, Stephen worked with two major financial software firms providing analysis on mutual fund accounting, hedge accounting, and portfolio performance measurement. Stephen has a BA from Harvard University and earned his Chartered Financial Analyst designation in 2008.