February Monthly Luncheon
Presentation: Pension Fund Re-allocation and an Investment Advisor Search
Presented by:Daniel Zona, CTP, CPA - Manager of Global Treasury Services, Haworth, Inc.
Tuesday, February 10th, 2015
University Club of Grand Rapids
111 Lyon St NW Suite 1025
Grand Rapids, MI 49503
The room opens at 11:30am with lunch served at 11:45am followed by the speaker presentation from 12:00-1:00pm. Vegetarian meals are available upon request. Please indicate in the comments section provided upon registration.
The West Michigan Association of Financial Professionals (WMAFP) is a regional affiliate of the national Association for Financial Professionals (AFP). WMAFP was formerly known as the Western Michigan Treasury Management Association (WMTMA) which was formed in 1980. This non-profit organization provides a local forum for developing and improving the techniques of contemporary treasury and financial management, as well as the opportunity to network with other finance professionals. Members of the WMAFP come from a broad range of businesses including, but not limited to: large multinational corporations, small and medium sized manufacturing and service companies, local colleges and universities, and a wide range of financial institutions and financial service providers.
Meetings are held on the second Tuesday of each month during the lunch period, in Grand Rapids. Meetings are typically offered from September through May, excluding December. Our meetings offer an opportunity to discuss financial management issues with other finance professionals and to hear formal presentations on topics such as domestic and international finance, cash management, investments, economics, forecasting, bank relationships, risk management, legislation, technology, and more. Emphasis is placed in the planning of our programs to ensure that the topics are timely and rewarding to our membership. All meetings qualify for CTP and CCM credits. Most meetings will qualify for continuing education credits applicable to other financial certifications.