2022
TREA$URY INITIATIVES
FALL LEARNING DAY
Co-sponsored by
PHILADELPHIA AFP
and
CABRINI UNIVERSITY
CENTER FOR CAREER AND PROFESSIONAL DEVELOPMENT
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DATE - TIME - LOCATION
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September 22, 2022
Noon - 6:00 p.m. EDT
Grace Hall
Cabrini University
610 King of Prussia Road
Radnor, PA 19087
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AGENDA
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Noon - 1:00 P.M. - REGISTRATION/LUNCH/NETWORKING
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1:00 P.M. - 2:00 P.M. SESSION ONE
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The FBI and Cyber Safety
CERENA COUGHLIN
Special Agent
Federal Bureau of Investigation
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2:00 P.M. - 3:00 P.M. SESSION TWO
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The Reinvention of Treasury Management System: Optimizing Working Capital Amid Volatility
VALERIO TRINCHI
AVP Growth Initiatives
HighRadius
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3:00 P.M. - 4:00 P.M. SESSION THREE
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S.O.A.R. to Success on LinkedIn
DONNA SERDULA
Vision Board Media
LinkedIn Makeover
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4:00 P.M. - 5:00 P.M. SESSION FOUR
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The Story of Snarky Tea and Thriving in the Shark Tank
JENNI-LYN WILLIAMS
Chief Snark Officer
Snarky Tea
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5:00 P.M. - SOCIAL HOUR/HAPPY HOUR/NETWORKING
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REGISTRATION FEES
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Premium Members and Standard Members:
there is no fee to attend. Registration to the Fall Learning Day is included as a benefit of your membership.
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Basic Members:
there is a $195 registration fee to attend
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Guests/Non-Members:
there is a $250 registration fee to attend.
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SPONSORS
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PRESENTATION DETAILS
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1:00 P.M. - 2:00 P.M. SESSION ONE
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Special Agent Cerena Coughlin will address issues of cyber safety in both the corporate and home environs, with practical tips and best practices. She will also provide case examples, recently investigated out of the Philadelphia Field Office.
FBI Special Agent Cerena Coughlin is the Employment Recruiter and Applicant Coordinator for the Philadelphia Field Office and local Private Sector Coordinator overseeing InfraGard, a public/private partnership between the FBI and representatives of critical infrastructure.
She was a member of the Los Angeles Innocent Images SAFE Team, where she participated in investigations of child exploitation, and was assigned to Counterterrorism squads in Los Angeles and Baltimore and Cyber in Philadelphia.
Prior to joining the FBI in March 2001, Coughlin served as Director of Operation for a non-profit supporting students and educational institutions across the United States.
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The FBI and Cyber Safety
CERENA COUGHLIN
Special Agent
Federal Bureau of Investigation
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2:00 P.M. - 3:00 P.M. SESSION TWO
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In the radically changing economic environment, treasury is both central and critical to many of the treasurer and CFO's key tasks - managing FX risks, ensuring credit availability, driving working capital efficiency, and restructuring banking relations to work in a shared services environment. This evolution reflects the increasing complexity of business and the need for technology for treasury to respond to heightened expectations.
Treasury Management Systems have come a long way since their introduction in the early ’90s, when they were only implemented at large corporates, but the change hasn’t gone far enough. Many companies, both large and small, find that they are not getting significant value in return for the time and money they have invested. New technology is disrupting treasury just like other areas of our life and will significantly change the value of a TMS.
Join Valerio Trinchi, AVP Growth Initiatives at HighRadius to understand the alphabet soup of technologies, the future of treasury, and the technologies that will enable the treasury department to partner with the business more effectively than ever before.
Key Takeaways:
- Closely monitor cash flows and the cash conversion cycle to detect signs of a liquidity crisis
- Optimize working capital by adopting best-in-class practices
- Gain visibility into long-term cash forecasts to offer guidance to the A/R and A/P teams
- Use technology to uplift the treasury function from number crunchers to a forward-looking strategic partner to the business
Valerio is a professional with 20+ years of experience in treasury, finance, and capital markets in the US and overseas. As a practitioner, he covered the spectrum of hands-on treasury activities, and as a consultant, he was instrumental in building a successful treasury technology practice, building a deep knowledge of treasury automation and the landscape at large.
He is now leveraging all his previous experiences at HighRadius, applying new technologies to automate treasury processes and create the platform of the future.
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The Reinvention of Treasury Management System: Optimizing Working Capital Amid Volatility
VALERIO TRINCHI
AVP Growth Initiatives
HighRadius
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3:00 P.M. - 4:00 P.M. SESSION THREE
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Donna Serdula, the author of LinkedIn Profile Optimization For Dummies, brings you her 4 easy steps to success on LinkedIn using the acronym SOAR... short for Strategize, Optimize, Amplify and Relate.
This presentation is perfect for those who want to see success on LinkedIn. You'll learn how to optimize your profile, build a strong network, engage and network with your tribe and most importantly how to collide with opportunity.
It's time to create an impactful online professional brand that puts the site's tremendous potential to work for you. The session will provide you with vivid examples of what works. You will go home armed with actions you can easily take to elevate your personal brand, forge a strong network, and enhance your image.
Donna Serdula (Sir-DU-la) pioneered the concept of LinkedIn profile optimization, realizing early on that the LinkedIn profile was so much more than just an online resume. The LinkedIn profile is an amazing opportunity for branding.
Donna spent the first 10 years of her career in sales, marketing, and training. She joined LinkedIn’s social network in 2005 where she promptly copied and pasted her resume and wondered what all the fuss was about. A job change in 2006 led her back to LinkedIn as she looked for tools to help her build a sales territory. It was during this time she had her LinkedIn epiphany and forged her LinkedIn profile methodology. By integrating LinkedIn into her sales process, she found amazing success.
As the foremost expert in LinkedIn profile optimization, she's proven that a strong LinkedIn Profile is the key to performing well on LinkedIn. Through her website LinkedIn-Makeover.com, Donna and her team of writers have helped thousands of executives, entrepreneurs, professionals, and companies from all over the world tell their unique story and brand themselves successfully.
Donna is an in demand speaker throughout the US and she has been featured on Business Insider, Time’s Money Section, Wall Street Journal’s Market Watch, LA Times, NBC, SiriusXM Radio’s The Focus Group, and many other news outlets.
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S.O.A.R. to Success on LinkedIn
DONNA SERDULA
Vision Board Media
LinkedIn Makeover
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4:00 P.M. - 5:00 P.M. SESSION FOUR
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Snarky Tea was founded in 2016 by Chief Snark Officer, Jenni-Lyn Williams. Jenni-Lyn is a Philadelphia native who was running herself into the ground working for corporate America while earning her MBA and raising kids. It was a stressful life, and the more stressed she got, the more coffee she drank. After suffering from anxiety and mid-day jitters, she finally went to the doctor who told her she should consider switching to tea in order to cut back on caffeine.
Cutting out coffee seemed like a death sentence, and the tea brands she saw in stores sounded like they were created for woodland fairies, not real women. Jenni-Lyn couldn’t find functional tea options that fit her personality, so she created her own; and Snarky Tea was born.
In 2017 Jenni-Lyn presented her teas to the sharks on Shark Tank and walked away with two investors, Kevin O’Leary and Bethenny Frankel. During this session Jenni-Lyn will share the story of how Snarky Tea began, her experience on Shark Tank and how the deal she landed aided in Snarky Tea’s growth into the successful dynamic company it is today.
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The Story of Snarky Tea and Thriving in the Shark Tank
JENNI-LYN WILLIAMS
Chief Snark Officer
Snarky Tea
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