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Companion Webinar: AFP Executive Guide to Investment Strategy and Policy



Tuesday, July 25, 2017
3:00 PM - 4:00 PM Eastern Standard Time

$0 | $50
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With interest rates starting to rise and new regulations being applied, now is a good time to review treasury investment policy to ensure it will permit the company to respond as the market environment evolves. Improved technology gives treasurers better visibility of cash and the ability to build more accurate cash position forecasts. In turn, this information enables treasurers to stratify cash into buckets, so that companies may be able to tolerate different levels of risk for each one.  Join this webinar to learn how to develop an investment policy that permits the adoption of an investment approach, which reflects the company’s various different tolerances for risk.

Learning Objectives

- Learn how to develop an investment policy that considers a company’s risk tolerance

- Understand the impact of regulatory and interest rates changes on investment policy decisions

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Jim Gilligan, CTP, FP&A
Assistant Treasurer, Great Plains Energy Incorporated

Jim has been employed by GPE, or one of its affiliated companies, for over 32 years.  He joined KCP&L as a Financial Analyst in 1982, was later named Supervisor, Credit & Collection; then Manager, Treasury Operations. He then moved to KLT, where he was responsible for evaluating, structuring and conducting due diligence on new business ventures. Jim returned to KCP&L as Senior Manager, Corporate Treasury in 2000 with KCP&L re-organization into a consolidated holding company structure and the formation of Great Plains Energy.  He was named Assistant Treasurer in 2012. He currently has responsibility for cash management and corporate finance functions of Great Plains Energy and its subsidiaries.


Tom Hunt, CTP
Director of Treasury Services, Association for Financial Professionals

Ted Ufferfilge
Head of Global Short Term Fixed Income Product, J.P. Morgan Asset Management