Letter from the President

 

Fellow Finance Professionals,

As COVID-19 has impacted our day to day life, AFP Calgary has also been seeking options to adapt to these environment changes. We have had to forego some of the in-person luncheons and replace them with web sessions. Thanks to our AFP Calgary chapter’s excellent coordination, we have continuously provided value to our community. 

Even though our footprint is limited these days, our desire for growth develops further.  AFP Calgary is pleased to advise that we are working on a pilot program – Treasury Education Portal. As we all know, treasury is a profession that covers a wide range of subjects, and each company has a different focus on a daily basis. It is not uncommon in our lives that we run into a new subject and we need to make a multi-million dollar decision in a few weeks. AFP Calgary is aimed to prepare our members with basic understanding of all those subjects and access to local experts to enhance our decision making. 

With that principle in mind, the AFP Calgary board has put in a lot of time and effort into creating this Treasury Education Portal. The portal will contain a short video and some reading materials to give you basic understanding of the subject. If further learning is required, we are happy to connect you to the specialist in our network for your specific questions. 

However hard we try, we still cannot do this alone. We are calling for experts in our community to contribute to this meaningful cause. Together we are stronger and smarter! Please see below a few topics to start with. We will continue to refresh and add as time goes on.

Please contact us by emailing admin@afpcalgary.org if you have a topic or a video in mind and would be able to contribute. This will benefit our whole community. We target to have the first batch of videos collected by the beginning of June for portal launch in August. 

Tentative Topics: 

Cash Management

  • Pooling Structure
  • Cash Forecasting
  • TMS Systems

FX Strategy

  • B/S Exposure Management
  • Cash Flow Hedging Programs
  • Derivatives

Corporate Finance

  • Commercial Paper Programs
  • Bond Issuance
  • Credit Line Types and Characteristics
  • Liability Management
  • Interest Rate Hedging

Working Capital Management

  • Supplier Finance
  • Receivables Securitization
  • Commercial Cards
  • Payment Automation
  • Letters of Credit
  • Surety Bonds

Economic Updates

  • NA Economic Overview
  • International Financing
    • Asian Markets
    • Europe Markets
    • South American Markets
    • African Markets

Emerging Topics

  • ESG Financing
  • Artificial Intelligence

Stay safe,
Jue Zheng, CFA

President
Association for Financial Professionals – Calgary

*Please note, an AFP Calgary chapter membership is distinct from an AFP international membership.

May 2021

THE 2021 PAYMENTS CANADA SUMMIT

May 31 @ 9:00 am - June 4 @ 12:00 pm
Payments Canada Calgary, AB Canada + Google Map

        Canada is undergoing a massive transformation in its payments ecosystem. The SUMMIT is the ideal meeting point for the payments community to exchange ideas on the future-state of the payments industry. Canada has a leading role to play in evolving the global payments ecosystem, and The SUMMIT is the place where

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April 2021

Bank of Canada Economic Update

April 26 @ 2:00 pm - 3:00 pm
Webinar Calgary, AB Canada

  Monday April 26, 2021 Event: 2:00pm to 3:00pm MST Virtual Webinar Webinar link to be provided closer to event Event Description AFP Calgary is delighted to welcome Calista Cheung, Regional Director (Economics), Bank of Canada. Calista will present the Bank of Canada’s latest outlook for the global and Canadian economies, risks to the outlook,

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May 2021

AFP Calgary Invites: Negative Interest Rate Environments – May 3, 2021

May 3 @ 10:00 am - 11:00 am
Calgary, AB Canada

Negative Interest Rate Environments: Perspectives from an Economist, a Treasurer and a Banker AFP Calgary would like to share that we have taken steps to build out partnerships with AFP Chapters across Canada, providing you access to a collective Canada-wide series of virtual educational seminars.  For members, this will now expand the number of sessions

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Dynamic Discounting of Payables: The Bell Story

May 12 @ 10:30 am - 11:30 am
Webinar Calgary, AB Canada

Our next webinar will provide you with an ingenious way to generate revenue through one of your organizations' support operations. Our speakers, Bob Glotfelty and Jessica Doutre, will tell you the real story of Bell's dynamic discounting of payables program (DDP) from the design and implementation to the daily and strategic management. Having a dynamic discounting

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Board of Directors

Samuel Liaw
Samuel Liaw
Board Director
Gbubemi Wilki
Gbubemi Wilki
Board Director
Jian Chen
Jian Chen
Board Director
Andrew Endl
Andrew Endl
Board Director
Sameer Teja
Sameer Teja
Board Director
Roger K Yee
Roger K Yee
Board Director
Graham Perry
Graham Perry
Board Director
Chris Radke
Chris Radke
Board Director
Farrah Panjwani
Farrah Panjwani
Board Director
Zane Bahari-Robart
Zane Bahari-Robart
Board Director