Annual RMAFP Roundtable Discussion

Agenda:

11:15 a.m.-11:45                     Choose an option:

                   Ladies in Leadership facilitated networking OR  

                   Network with Colleagues

11:45 a.m.-Noon                     Check In, Grab a lunch, Grab a seat for the main event\

Noon-12:50 p.m.                     RMAFP/CFA Opening Remarks, Ladies in Leadership Recap & Case Studies in Liquidity Management Panel

12:50 p.m.-1:20 p.m.              Break into small groups for facilitated small group discussion

1:20 p.m.-1:30 p.m.                Wrap up with highlights from the small group discussions

Event Synopsis:

Ladies in Leadership: Please join us in conjunction with Kathleen Hughes (Goldman Sachs Asset Management) for informal discussion centered around what happens when women lead. How our contribution can help address and close the workplace gender gaps.

Case Studies in Liquidity Management: Case studies in Cash Management. Our beautiful state continues to attract a diverse range of companies to locate their headquarters here, from start-up's to multi-national companies, Colorado is firmly on the map. Hear directly from these companies and join RMAFP and Goldman Sachs Asset Management for a case study analysis on 3 local Colorado companies focusing on their growth, managing diversity and cash management. 

Moderator: 

Kathleen Hughes is global head of the Liquidity Solutions Client Business in Goldman Sachs Asset Management. She serves as co-sponsor of the Investment Management Division Women’s Network in EMEA and co-sponsor of the EMEA Veterans Network. Kathleen is a member of the Sustainable Finance Cross Divisional Steering Group.  Kathleen joined Goldman Sachs as a managing director in 2010 and was named partner in 2016.    Prior to joining the firm, Kathleen was head of Global Liquidity Sales for EMEA at JP Morgan Asset Management. Her career at JP Morgan began in 1990 and included 10 years as a private banker and 10 years in Asset Management Sales.   

Kathleen is a member of the Board of Trustees of the University of Richmond.  She is also a member of the Executive Advisory Council of the Robins School of Business at the University of Richmond. Kathleen is a committee member of the CFA UK Gender Diversity Network and a member of the Atlantic branch of the Investment Company Institute Global Policy Council. She was named "Investment Woman of the Year Large Firms" by Investment Week in 2018 and one of the 100 Most Influential People in Finance by Treasury & Risk Magazine in 2011.   Kathleen earned a BA in Economics from the University of Richmond in 1989.

And featuring panelists presenting “case studies”:

Michael Kaag - Director of Finance - Zayo
Tim Gurba - VP of Finance, FP&A - Ibotta
Charles Garcia - Treasury Director - Denver Public Schools
Lindsey Zevenbergen - Senior Treasury Analyst - SM Energy