How to Manage Your Cash Flow Amid Banking Turmoil

Start time:
June 8, 2023 11:30 AM PT
Duration:
1 hour, 30 minutes
Location:

Ed Ragozzino Ballroom
555 Oak Street
Eugene, OR 97401 (Map)
Credits:
1
Contact:
Karen Guiboux, Moss Adams, (310) 481-1312
Cost to attend:
Complimentary

The uncertainty in the banking sector is casting a spotlight on the inner workings of an essential element of your business—cash flow.

Private businesses need to consider cash flow and treasury management practices commonly employed by large public companies, endowments, and government entities.

Join us for our in-person roundtable event to learn more about how to safeguard liquidity and gain higher yield potential. Lunch and one CPE credit are provided.


  Register

Speakers

Chris Waetzig, CFP, CPA, Partner, Moss Adams

Chris prepares business owners and their families for the transition of their business through a detailed planning process that includes personal financial modeling, deal evaluation, legacy and wealth transfer strategies, and philanthropic planning. Through aligning a client’s goals with their existing and future personal balance sheet, Chris creates customized wealth management strategies and aligns the liquid portion of a client’s investment strategy with their business ownership, real estate, and other private investments.

Jackie Merrill, CPA, Partner, Moss Adams

Jackie began her career in public accounting in 2005. She provides tax and consulting services to family-owned businesses in the food processing, agriculture, and manufacturing industries. Jackie’s clients have included dairies, turf farms, commodity crop operations, and cattle feedlots.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Finance: 1
Delivery Method:
Classroom
Learning Objectives:

After completing this training, participants will be able to speak to what treasury management is and why it’s critical; define the difference between treasury management and cash management; explain treasury management as it relates to banks; and identify steps to create a strategic investment policy statement.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Karen Guiboux at (310) 481-1312 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.